Illegal Activity
none
Blackmail
none
Date
2018-06-25
Document Type
email
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43
Summary
This email exchange involves Steven Mattus providing feedback to Stewart Oldfield on an email Oldfield is planning to send to Patrick. The subsequent email contains Oldfield's career overview and accomplishments at Deutsche Bank, likely for a promotion or internal review.
Metadata
- Subject
- RE: plannin email for Patrick
- Sender
- Steven Mattus
- Recipients
- Stewart Oldfield
- Document ID
- —
- Date
- 2018-06-25
Relationships 5
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Steven Mattus | email correspondence | Stewart Oldfield | Mattus is providing feedback on Oldfield's email to Patrick. |
| Stewart Oldfield | employment | Deutsche Bank | Oldfield is a Director at Deutsche Bank Trust Company Americas. |
| Chip Packard | recruiter/advisor | Stewart Oldfield | Packard recruited Oldfield to join the private bank at Deutsche Bank. |
| Paul Morris | colleague | Stewart Oldfield | Oldfield was initially teamed up with Morris at Deutsche Bank. |
| Terri Sohrab | colleague/partner | Stewart Oldfield | Oldfield and Sohrab work closely together on several accounts. |
Notable Quotes 2
This is a great start! Reads like a CS MD application. Curious to hear what Patrick thinks, and if anything else is needed.
My background and skill set are complementary to Terri's and we work well together. I've also worked a bit with Heather Kirby and Bruce McDermott. Recently, I've been working with Rosemary Vrablic and her team on an insurance premium finance trade for two of her clients, referred to the bank by one of my close relationships.
Financial Information
Amounts:0.9mm1.3mm1.6mm100mm1.7mm2.5mm112mm4mm211mm107mm82mm40mm122mm175mm50mm230mm
Assets:
- $122mm in DBNY deposits
- $230mm across brokerage and deposits
Transactions:
- Winning $100mm in CDs
- Losing $100mm during DOJ crisis
- Opening 37 new accounts in 2017
- Gaining another $40mm in 2018
- Winning $175mm mandate for long-dated DBNY CDs
- Winning $50mm of deposits into DBNY in 2017
- Re-establishing ISDA
Raw Analysis JSON
click to expand
Themes
Employment/staffingBusiness dealingsCommunications/correspondence
People 36
PatrickSteven MattusStewart OldfieldChip PackardPaul MorrisSalman MahdiKim HartAndrew GallivanSam PetrucciColey JellinghausTodd StevensDan KaiserXavier AvilaTazia SmithDaniel von HeylLarry AdamPaul BartilucciTom ClarkeNick HaighLaura FarischonPete FerraraCharlie BurrowsTerri SohrabBruce McDermottHeather KirbyDeirdre JudgeRosemary VrablicPaula PullanoFabrizio CampelliBalaji PrasannaCaroline KitidisBernd AmlungChristian NottingDeepak PuriJames Pereira-StubbsWanek
Organizations 18
Deutsche BankDeutsche Bank Trust Company AmericasDeutsche Bank Wealth ManagementDeutsche Bank Securities Inc.JPMJP Morgan Investment BankCSCredit Suisse Investment BankThird LakeAshley FurnitureSouthern FinancialGlobal marketsMCMKCPDBNYISGDOJNextGen
Locations 3
New YorkNew York, NYUS
Financial Entities 1
Deutsche Bank Securities Inc.
Text Analysis
- Tone
- Professional
- Purpose
- The email exchange discusses the best time to send an email to Patrick. The subsequent email contains information for a planning email for Patrick, likely related to Stewart Oldfield's career overview and accomplishments at Deutsche Bank.
- Significance
- The document provides insight into Stewart Oldfield's career progression and his contributions to Deutsche Bank, including revenue generation and client relationships. It also reveals internal dynamics and the importance of networking within the organization.
File Info
- File Name
- EFTA01419331.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:43:56.171089
- DOJ Source
- View on DOJ