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Subject: FW: Approved Southern Financial [I] From: Andrew King Date: Mon, 02 May 2016 10:47:12 -0400 To: Paul Morris Stewart Oldfield Classification: For internal use only Paul and Stewart, I've attached the final presentation for Southern Financial. Please let me know if you ha
s Inc. Deutsche Asset & Wealth Management 345 Park Avenue, New York, NY 10154 Tel Fax Mobile Email fcid:[email protected] From: Thomas Heidenberger Sent: Friday, April 29, 2016 4:21 PM To: Andrew King; Joseph Dursi Cc: Paul Bartilucci Subject: Approved Southern Financial [I] EFTA01401269 C
RE: managed portfolio follow-up [I] From: Michael J Driscoll MIIINOMPRINOIMINIEFOIPMIN Date: Mon, 08 Jun 2015 17:21:41 -0400 To: Paul Morris Cc: Stewart Oldfield Paul Bartilucc Ryan Barclay < Classification: For internal use only Hi Paul, Attached is the updated file with the changes we discussed. Let me
t: Friday, May 22, 2015 4:26 PM To: Karl Schreiber Cc: Chip Packard; Paul Morris; Larry V Adam; Paul Bartilucci; Michael J Driscoll; Ryan Barclay; Thomas Heidenberger Subject: managed portfolio follow-up EFTA01404872 Karl, Thanks for your time today. To follow up on our discussion of initiating a managed port
To: Paul Morris; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: RE: managed portfolio follow-up [I] Classification: For Internal use only Sure. We will compile. What is the name of this client so we ca
nt: Friday, May 22, 2015 4:26 PM To: Karl Schreiber Cc: Chip Packard; Paul Morris; Larry V Adam; Paul Bartilucci; Michael J Driscoll; Ryan Barclay; Thomas Heidenberger Subject: managed portfolio follow-up Karl, Thanks for your time today. To follow up on our discussion of initiating a managed portfolio for Dan, I
From: Stewart Oldfield Sent: Friday, May 22, 2015 4:26 PM To: Karl Schreiber Cc: Chip Packard; Paul Morris; Larry V Adam; Paul Bartilucci; Michael 3 Driscoll; Ryan Barcl
nt: Friday, May 22, 2015 4:26 PM To: Karl Schreiber Cc: Chip Packard; Paul Morris; Larry V Adam; Paul Bartilucci; Michael 3 Driscoll; Ryan Barclay; Thomas Heidenberger Subject: managed portfolio follow-up Karl, Thanks for your time today. To follow up on our discussion of initiating a managed portfolio for Dan, I
To: Paul Morris; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: RE: managed portfolio follow-up [I] Classification: For Internal use only Sure. We will compile. What is the name of this client so we ca
nt: Friday, May 22, 2015 4:26 PM To: Karl Schreiber Cc: Chip Packard; Paul Morris; Larry V Adam; Paul Bartilucci; Michael J Driscoll; Ryan Barclay; Thomas Heidenberger Subject: managed portfolio follow-up Karl, Thanks for your time today. To follow up on our discussion of initiating a managed portfolio for Dan, I
Entities connected to both Stewart Oldfield and Thomas Heidenberger

Martha Stewart
PERSONDeutsche Bank Securities Inc.
ORGANIZATION
Paul Morris
PERSON
Prince Andrew
PERSON
United States
LOCATIONAndrew King
PERSONJoseph Dursi
PERSONLarry Visoski
PERSONPaul Bartilucci
PERSON
Joe Biden
PERSON
Paul Ryan
PERSONRyan Barclay
PERSONLarry V Adam
PERSONDeutsche Bank Asset & Wealth Management
ORGANIZATIONPaul N. Bartilucci
PERSONIncome, Growth & Income
ORGANIZATIONMichael J Driscoll
PERSON