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n (peak) • July- $92mn • August- $91mn • September - S87mn • October - $82mn (current AUM) In 2017, we opened a total of 37 accounts (DBTCA, DB AG and CD accounts). New Accounts for 2017 • Nancy Devane and her family. (2 accounts: DBTCA/CD) • Todd Wanek 2015 and 2016 GRATs (6 accounts: DBTC
From: Stewart Oldfield Sent: 11/28/2017 2:48:29 PM To: Cynthia Rodriguez Subject: RE: Third Lake acct/balance history [I] Classification: For internal use only Perfect. Thanks! From: Cynthia Rodriguez Sent: Tuesday, No
ncial Relationship New Accounts for 2017: • 4 DB AG accounts • 2 DBTCA accounts • Total balance in 6 new accounts: $145,926,582.74 (majority in DB AG) Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant Vice President Deutsche Bar* Trust Company Americas Deutsche Bank Wealth Managemen
Accounts for 2017: • 4 DB AG accounts • 2 DBTCA accounts • Total balance in 6 new accounts: $145,926,582.74 (majority in DB AG) Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant Vice President Deutsche Bar* Trust Company Americas Deutsche Bank Wealth Management From: Stewart Oldfield Sent: Tues
to establish an introduction to Diamond Offshore Drilling with DB • Stewart Oldfield and ISG to pitch RCM, corporate treasury assets, and possible DB AG accounts Possible Prospects: • Willet (Bloomberg Family Office): • Small RCM portfolio with DB • Look at private markets/managers • Seed man
ering hedge funds that Global Markets no longer covers and getting introduction to those principles for possible wealth opportunity. Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant We President Deutsche Bar* Trust Company Americas Deutsche Bank Wealth Management - 4 New York, NY, USA Te Fa Or
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