EFTA01346187 (November 10, 2015): JJ Litchford to Morris and Oldfield: "FYI Southern has wired $20MM out to Kellerhals Ferguson Kroblin PLLC... they had a big deal closing." Oldfield was on the initial notification of the $20M wire to Kellerhals Ferguson Kroblin PLLC—the USVI law firm that received multiple large wires for "property purchases" and escrow. This places Oldfield in the wire monitoring loop for major outflows to Epstein's USVI legal infrastructure.
EFTA01475567–01475578 (Morris's full pipeline spreadsheet): The $4.9B/$56M revenue pipeline shows Oldfield managed: George Lindemann Family ($20M Lombard + $30M brokerage + $1M deposits + RE + unsecured $100M), Daniel Snyder ($100M euro hedge + $50M DPM + $10M brokerage), and ORIX-related accounts. Oldfield was not just taking over the Epstein accounts from Morris—he was already managing his own substantial book of ultra-high-net-worth clients, including the Washington Commanders owner and prominent family offices.
EFTA01475565 (November 6, 2015): Litchford to Oldfield (cc Morris): Subject "RE: land loan" — Oldfield: "Add this to the pipeline. Size is $100mm and spread is 6%. Probability is 25% by end of next year" Oldfield personally directed adding a $100M land loan to the pipeline tracking. This demonstrates his role in major deal origination and pipeline management, not just account servicing.