The document outlines the account planning for the Deering/Crosby relationship managed by Deutsche Bank Wealth Management. It includes details about the relationship team, client profile, and the history of the relationship with the bank.
doj/DataSet10/EFTA01386075.pdf
{"title":"2018 Account Planning - Deering/Crosby","key_people":["Stewart Oldfield","Heather Deering Crosby","Anthony W. Deering","Frank DeBenedittis","Brian Harrington","Paul Bartilucci","Sam Petrucci","Matt Glassman","Charlie Burrows","George Hack"],"document_date":"2018","document_type":"tabular","document_subtype":"Account Planning Document","key_organizations":["Deutsche Bank Wealth Management","Mercantile-Safe Deposit and Trust Company","The Rouse Company","Deutsche Bank North America","Deutsche Bank Trust Company Americas","Deutsche Bank AG","Under Armour, Inc.","T. Rowe Price Summit Funds, Inc.","T. Rowe Price International Funds, Inc."],"reference_numbers":["00000535503"]}