Epstein File EFTA01425715: Sessions, John Eisenberg and Eisenberg (DS10)

Epstein Index›Documents›EFTA01425715

⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01425715: Sessions, John Eisenberg and Eisenberg (DS10)

CorrespondenceDate unavailableEFTA014257152 keyword hits

0

views

0

shares

0

reactions

2

persons

1

keywords

4

excerpts

Email dated November 8, 2018 from Daniel Eisenberg, CFP, CIMA, Director at Deutsche Bank Trust Company to Stewart Oldfield regarding account planning for 2019, with Andrew Gallivan and Ashok Eastman copied. The document concerns financial planning and account management.

👤 Named in This Document

Jeff Sessions John Eisenberg

🔑 Evidence Keywords

Deutsche Bank

📋 Key Excerpts4

PersonKeyword

Excerpt 1

Subject: Account Planning for 2019 [I] From: Daniel **Eisenberg** Date: Thu, 08 Nov 2018 15:56:15 - -0500 To: Stewart Oldfield Cc: Andrew Gallivan Ashok Eastman

Excerpt 2

Kind regards, Daniel **Eisenberg** {https://brandportal.intranet.db.com/img/modules/logo.gif] Daniel **Eisenberg**, CFP, CIMA Director Deutsche Bank Trust Company

Excerpt 3

By Friday Nov 16th we want to all bankers and market heads in agreement on the final account lists (5-8 per team) for planning **sessions** and with the planning