This document outlines the account planning initiative for Deutsche Bank's Wealth Management division, focusing on a prospect client, Orix Corporation. It includes client details, financial opportunities, and an action plan for potential revenue generation.
doj/DataSet10/EFTA01425428.pdf
{"title":"Account Planning Initiative July 2016 (v1.0)","key_people":["Bonnie Mitra","Stew Oldfield"],"document_date":"July 2016","document_type":"tabular","key_locations":["New York"],"document_subtype":"Account Planning Document","key_organizations":["Deutsche Bank","Orix Corporation"],"reference_numbers":["00000497540"]}