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hments: 20161028 Account Planning_Oldfield vl.xlsx Classification: Confidential And I assume you're aware of this From: Mamie Holland On Behalf Of Andrew Gallivan Sent: Thursday, October 20, 2016 9:53 AM To: Stewart Oldfield Cc: Henry Clark; Manish Pahlajani Subject: Account Planning - October 28th Workshop
're aware of this From: Mamie Holland On Behalf Of Andrew Gallivan Sent: Thursday, October 20, 2016 9:53 AM To: Stewart Oldfield Cc: Henry Clark; Manish Pahlajani Subject: Account Planning - October 28th Workshop - ACTION REQUIRED [C] Classification: Confidential Classification: Confidential Stewart, Next
from the pipeline then you and I can complete together. Let's do it for: Southern Financial (from list B) Elysium Third Lake Orix Thanks From: Andrew Gallivan Sent: Monday, July 18, 2016 1:06 PM To: Stewart Oldfield Subject: Account Planning [C] Classification: Confidential As I mentioned on the Monday
late and system generated financials for clients in list B have been included for reference. Please provide your responses / completed templates to Manish Pahlajani by close of business on Wednesday, July 20. Thank you for your focus on this and apologize for the short time frame Andrew CONFIDENTIAL - PURSUANT
nt coverage/ Orix [I] Classification: For Internal use only From: Karim Barrada Sent: Tuesday, October 11, 2016 6:41 PM To: Stewart Oldfield Cc: Andrew Gallivan; Nina-X Nevidzanska; Edward Carlstrom; Todd Stevens Subject: Client coverage/ Orix Stew, One of the action points arising from the client coverage
From: Henry Clark Sent: 11/7/2016 9:58:14 AM To: Stewart 0ldfield CC: Manish Pahlajani Subject: Pipeline ICI Attachments: Stewart Oldfield_Pipeline as at Nov 2.xlsx Classification: Confidential Thanks Stew. As discussed, please fi
From: Mamie Holland on behalf of Andrew Gallivan Sent: 10/20/2016 9:53:19 AM To: Stewart Oldfield CC: Henry Clark Manish Pahlajani Subject: Account Planning - October 28th Workshop - ACTION
From: Mamie Holland on behalf of Andrew Gallivan Sent: 10/20/2016 9:53:19 AM To: Stewart Oldfield CC: Henry Clark Manish Pahlajani Subject: Account Planning - October 28th Workshop - ACTION REQUIRED ICI Attachments: 20161028 Account Planning_Oldfield vl.xlsx Classification: C
From: Stewart Oldfield Sent: 11/3/2016 1:22:51 PM To: Andrew Gallivan [ CC: Henry Clark Subject: RE: Account Planning Workshop - November 4: NY slot (C) Classification: Confidential I have a conflict until 9:30 tm
ry Clark Sent: Thursday, November 03, 2016 12:16 PM To: Rosemary Vrablic; Stewart Oldfield; Terrence F Tangney; Joseph Sabbagh; Mary A Coleman Cc: Manish Pahlajani; Andrew Gallivan Subject: Account Planning Workshop - November 4: NY slot [C] Classification: Confidential All, With input from Patrick and Andre
Entities connected to both Andrew Gallivan and Manish Pahlajani

Prince Andrew
PERSON
Martha Stewart
PERSON
Stewart Oldfield
PERSONDeutsche Bank Securities Inc.
ORGANIZATION
United States
LOCATIONRosemary Vrablic
PERSONTodd Stevens
PERSONHenry Clark
PERSONJoseph Sabbagh
PERSONTerrence F Tangney
PERSONMamie
PERSONFabrizio
PERSONAccount Planning -
ORGANIZATIONThe Wealth Management ExCo
ORGANIZATION