Subject: RE: Monthl Ann l li nt to Reports [I]

EFTA01478422 Dataset 10 6 pages Download original PDF Download as text
Subject: RE: Monthl Ann l li nt to Reports [I] From: Rich Iarossi Date: Tue, 10 May 2 • • To: Paul Morris ‹ > Classification: For internal use only Hi Paul, I took a quick look in DB Force and it looks like all have been completed. Thank you very much for your help! Kind regards, Rich Iarossi fhttps://brandportal.intranet.db.com/img/modules/- DAWN_ logo_ metallic 46x46.gifl Rich Iarossi Deutsche Bank Wealth Management 60 Wall Street, 10005-2836 New York, NY, USA Tel. +1 Email {https://brandportal.intranet.db.com/img/modules/claim_en_rgb.gif} From: Paul Morris Sent: Tuesday, May 10, 2016 11:20 AM To: Rich Iarossi Subject: RE: Monthly Annual Client Update Reports [I] EFTA01478422 Classification: For internal use only Thanks Rich, I processed all this a.m., please confirm tomorrow when you have time. Best Paul Morris Managing Director Deutsche Bank Private Bank Office: Cell: From: Rich Iarossi Sent: Thursday, May 05, 2016 10:14 AM To: Paul Morris Subject: Monthly Annual Client Update Reports [I] Classification: For internal use only Hello, Please note that this e-mail contains information on Annual Client Updates that are already overdue and coming due. For those clients listed in the DUE IN section of this e-mail, please complete the ACU at your earliest convenience. For any client which is listed in the OVERDUE section of this e-mail, an ACU must be completed immediately. EFTA01478423 ACU STATUS Annual Client Update Due Date Customer Owner GCIS Customer Number Relationship Customer Name DUE IN 5/21/2016 Paul Morris THE NATIONAL ORGANIZATION OF THE NEW APOSTOLIC CHURCH OF NORTH AMERICA RELATIONSHIP The National Organization of the New Apostolic Church of North America OVERDUE 381 Paul Morris ELYSIUM MANAGEMENT RELATIONSHIP Black, Leon D. OVERDUE 75 Paul Morris SOUTHERN FINANCIAL RELATIONSHIP EFTA01478424 Darren K. Indyke PLLC OVERDUE 73 Paul Morris BOIES FAMILY RELATIONSHIP Diamond B Capital, Inc. OVERDUE 73 Paul Morris BOIES FAMILY RELATIONSHIP Diamond B Investments, Inc. OVERDUE 580 Paul Morris SOUTHERN FINANCIAL RELATIONSHIP J. Epstein Virgin Islands Foundation, Inc OVERDUE 587 Paul Morris EFTA01478425 SOUTHERN FINANCIAL RELATIONSHIP Jeepers, Inc OVERDUE 86 Paul Morris SOUTHERN FINANCIAL RELATIONSHIP Mort, Inc OVERDUE 587 Paul Morris SOUTHERN FINANCIAL RELATIONSHIP The Haze Trust Kind regards, Rich Iarossi fhttps://brandportal.intranet.db.com/img/modules/- DAWN_ logo_ metallic 46x46.gifl Rich Iarossi Deutsche Bank Wealth Management 60 Wall Street, 10005-2836 New York, NY, USA Tel. Email EFTA01478426 {https://brandportal.intranet.db.com/Img/modules/claim_en_rgb.gif} EFTA01478427

📷 Images in this document (6 detected)

AI-generated factual descriptions of embedded images (llava:13b). These are searchable across the corpus.

[Image 1] The image shows a printed email with a header that includes the sender's name, the recipient's name, and the date of the email. The body of the email contains a message of gratitude for assistance provided, followed by a request for help with a technical issue. The email includes a link to a file on a website, which is presumably related to the technical issue mentioned. The sender's name is redac [Image 2] The image shows a printed document, which appears to be a letter or an email. The document is addressed to an individual named "Paul Morrison" and is signed by "Ron Morrison," who is identified as a "Manager." The text of the document includes a subject line that reads "Portfolio Annual Report," followed by a message body that discusses a client update report. The document is marked as "INTERNAL U [Image 3] The image shows a printed document with text. The document appears to be a letter or a form with various fields filled out. The fields include names, titles, and possibly contact information. The text is too small to read in detail, but it seems to be related to a financial or business context, possibly related to a Southern Financial Relationship. The document includes a header and footer, and th [Image 4] The image shows a document with a table that appears to be a list of contacts or entities with their respective details. The table includes columns such as "Client Number," "Customer Name," "Customer Address," "Customer Phone," and "Customer Email." There are entries with names, dates, and contact information for different entities. The document is a list, possibly for business or organizational p [Image 5] The image appears to be a photograph of a document, specifically a list or table with various entries. The document contains text fields with names, titles, and possibly other information such as dates or locations. The text is too small to read clearly, and the document is partially obscured by a red rectangle, which suggests that some information is being redacted or withheld. The visible text i [Image 6] The image shows a computer screen displaying a webpage. The webpage appears to be a LinkedIn profile page, as indicated by the URL and the layout of the content. The text on the screen is too small to read clearly, but it seems to be a standard webpage with a header, main content area, and footer. The design is typical of a professional networking site.