3
Shared Docs
3
Same-Page
3 / 3
Mentions
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
I] Classification: For internal use only Sure. We will compile. What is the name of this client so we can add it to the updated cover page. Paul Paul N. Bartilucci EFTA01404871 Managing Director Deutsche Bank Asset & Wealth Management New York, NY 10154 Tel: Fax: Emai From: Paul Morris Sent: Monday, Ju
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
[I] Classification: For Internal use only Sure. We will compile. What is the name of this client so we can add it to the updated cover page. Paul Paul N. Bartilucci Managing Director Deutsche Bank Asset & Wealth Management 345 Park Avenue, 25th Floor New York, NY 10154 Tel: Fax: Email From: Paul Morris S
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
[I] Classification: For Internal use only Sure. We will compile. What is the name of this client so we can add it to the updated cover page. Paul Paul N. Bartilucci Managing Director Deutsche Bank Asset & Wealth Management 345 Park Avenue, 25th Floor New York, NY 10154 From: Paul Morris Sent: Monday, June 0
Entities connected to both Thomas Heidenberger and Paul N. Bartilucci

Paul Morris
PERSON
Stewart Oldfield
PERSON
Martha Stewart
PERSONRyan Barclay
PERSON
Paul Ryan
PERSONLarry Visoski
PERSONDeutsche Bank Asset & Wealth Management
ORGANIZATIONLarry V Adam
PERSONIncome, Growth & Income
ORGANIZATIONMichael J Driscoll
PERSON