Illegal Activity
none
Blackmail
none
Date
2018-01-11
Document Type
email
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
The email is a meeting invitation for account planning related to Stewart Oldfield, sent by Patrick Campion. It emphasizes the importance of preparation and contribution of new business ideas from product groups for the upcoming meeting.
Metadata
- Subject
- Account Planning-Stewart Oldfield [I]
- Sender
- Patrick Campion
- Recipients
- Patrick Campion, Stewart Oldfield, Samantha Harmon, Dana Ponzio, Laura Farischon, Harris Winters, Nina-X Nevidzanska, Andrew King, Brian J Harrington, Charlie Burrows, Frank DeBenedittis, George Hack, Joshua Shoshan, Matt Glassman, Paul Bartilucci, Peter Ferrara, Sam Petrucci, Tazia Smith, Xavier Avila, Martin Zeman, Vahe Stepanian, Joshua Frank
- Document ID
- DB-SDNY-0063548
- Date
- 2018-01-11
Relationships 3
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Laura Farischon | business | PE & Hedge Fund | Laura Farischon suggested looking at the PE & Hedge Fund public list for potential prospects. |
| Global Markets | business | hedge funds | Suggestion to cover hedge funds that Global Markets no longer covers for wealth opportunity. |
| Patrick Campion | business | Stewart Oldfield | Account planning meeting for Stewart Oldfield. |
Notable Quotes 2
"As we begin 2018 Account Planning, please note that it is very important for the product groups to review the documents provided ahead of time and come to the meeting with ideas for potential new business in your particular product area."
"There is quite a bit of focus on this exercise this year."
Raw Analysis JSON
click to expand
Themes
Business dealingsFinancial transactions/money flowEmployment/staffingCommunications/correspondence
People 24
Laura FarischonCynthia RodriguezPatrick CampionStewart OldfieldSamantha HarmonDana PonzioHarris WintersNina-X NevidzanskaAndrew KingBrian J HarringtonCharlie BurrowsFrank DeBenedittisGeorge HackJoshua ShoshanMatt GlassmanPaul BartilucciPeter FerraraSam PetrucciTazia SmithXavier AvilaMartin ZemanVahe StepanianJoshua FrankBradley Gillin
Organizations 3
Deutsche Bank Trust Company AmericasDeutsche Bank Wealth ManagementGlobal Markets
Locations 1
345 Park Avenue. 24th Fl 10154-0004 New York. NY. USA
Financial Entities 1
PE & Hedge Fund
Text Analysis
- Tone
- Professional
- Purpose
- To inform recipients about an upcoming account planning meeting and to emphasize the importance of preparation.
- Significance
- The email highlights the focus on account planning for 2018 and the need for product groups to contribute ideas for new business.
File Info
- File Name
- EFTA01370616.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:41:22.483707
- DOJ Source
- View on DOJ