Re: JE accounts [C]
Cool, so you guys are basically done. I know the accounts will technically stay open to receive divs etc. Thanks.
Stewart Oldfield, CFA, CAIA
Deutsche Bank Trust Company Americas Deutsche Bank wealth Management 345 Park Avenue, New York, NY 10154
Securities offered through Deutsche Bank Securities Inc.
On Feb 28, 2019, at 8:20 AM, Liam Osullivan <████████████████████> wrote:
Classification: Confidential
We are down to the main Southern Financial LLC account, ███████. Most of the assets have left the
account this morning. There is 224,000 shares of Apple and $42k in cash left. There is an Interactive
Brokers transfer that Rich submitted this week that we have not seen yet.-----Original Message-----
From: Stewart Oldfield
Sent: Thursday, February 28, 2019 8:16 AM
To: Liam Osullivan <████████████████████>
Cc: Martin Zeman <██████████████████>
Subject: JE accountsDid they manage to clean up the last pieces here? Rich thought they would be done this week. I have a
few straggler bank accounts, but they've made good progress there. ThanksStewart Oldfield, CFA, CAIA
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
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Email █████████████████████Securities offered through Deutsche Bank Securities Inc.