This document outlines the account planning initiative for July 2016, focusing on client review information, financial opportunities, and action plans for Deutsche Bank Wealth Management. It includes details about the client, Third Lake Capital, and potential revenue opportunities.
doj/DataSet10/EFTA01425420.pdf
{"title":"Account Planning Initiative July 2016 (v1.0)","key_people":["Todd Wanek","Stew Oldfield"],"document_date":"July 2016","document_type":"tabular","key_locations":["New York"],"document_subtype":"Account Planning Document","key_organizations":["Deutsche Bank","Third Lake Capital"],"reference_numbers":["00000490358"]}