The document outlines the account planning for the Deering/Crosby relationship with Deutsche Bank Wealth Management. It provides a client profile, opportunities, and challenges in managing the account. The relationship is primarily a brokerage one, managed by Stewart Oldfield since November 2017. The document highlights the recent passing of Anthony Deering and the potential for reevaluating asset allocation as his assets are passed to his family. It also discusses Heather Deering Crosby's role in managing the account and the potential for business with Matheys Lane Capital Management L.P., her private equity company.
doj/DataSet10/EFTA01433906.pdf
{"title":"2018 Account Planning - Deering/Crosby","key_people":["Stewart Oldfield","Heather Deering Crosby","Anthony W. Deering","George Hack","Sam Petrucci"],"document_date":"2018","document_type":"correspondence","key_locations":["Florida"],"document_subtype":"account planning document","key_organizations":["Deutsche Bank Wealth Management","Matheys Lane Capital Management L.P.","The Rouse Company","Deutsche Bank North America","Deutsche Bank Trust Company Americas","Under Armour, Inc.","T. Rowe Price Summit Funds, Inc.","Baltimore Museum of Art","Parks & People Foundation","The Charlesmead Foundation","Mercantile-Safe Deposit and Trust Company","Vornado Realty Trust","Mercantile Bankshares Corp."],"reference_numbers":["EFTA01433906","EFTA01433907","EFTA01433908"]}