This document is an account planning initiative draft for Deutsche Bank's Wealth Management, focusing on client and prospect information, financials, and action plans. It includes details about a prospect named Leon Black, associated with Elysium Management, and outlines financial opportunities and action plans for 2016.
doj/DataSet10/EFTA01425424.pdf
{"title":"Account Planning Initiative July 2016 (v1.0)","key_people":["Leon Black","Brad Wechsler","Stew Oldfield"],"document_date":"July 2016","document_type":"tabular","key_locations":["New York"],"document_subtype":"Account Planning","key_organizations":["Deutsche Bank","Elysium Management"]}