This document outlines the account planning for the Lindemann family, detailing their relationship with Deutsche Bank and other financial institutions. It highlights the contributions of the relationship manager and the banking team, as well as the client profile of Adam and George Lindemann Jr. The document also discusses the family's primary banking relationships and past interactions with Deutsche Bank.
doj/DataSet10/EFTA01386930.pdf
{"title":"2018 Account Planning - Lindemann","key_people":["Adam Lindemann","George Lindemann Jr.","George Lindemann","Stewart Oldfield","Laura Farischon","Joshua Frank"],"document_date":"2018","document_type":"correspondence","key_locations":["New York City","Los Angeles","Miami"],"document_subtype":"account planning document","key_organizations":["Deutsche Bank","BAML","UBS","Credit Suisse","Bell Atlantic","Southern Union Company","ETE","Bass Museum of Art","Venus over NY/LA"],"reference_numbers":["00000427075","DB-SDNY-0088867","SDNY_GM_00235051","EFTA01386930"]}