The document outlines the account planning for the Lindemann relationship, managed by the Stewart Oldfield banker team. It provides a detailed client profile of Adam and George Lindemann Jr., their business ventures, and their banking relationships. The document also highlights opportunities and challenges in managing this relationship.
doj/DataSet10/EFTA01386068.pdf
{"title":"2018 Account Planning","key_people":["Adam Lindemann","George Lindemann Jr.","George Lindemann","Stewart Oldfield","Andrew King","Paul Bartilucci","Matt Glassman","Laura Farischon","Joshua Frank","Sam Petrucci","Charlie Burrows"],"document_date":"2018","document_type":"tabular","key_locations":["New York City","Los Angeles","Miami"],"document_subtype":"Account Planning Document","key_organizations":["Deutsche Bank","Credit Suisse","BAML","UBS","Metro Mobile","Southern Union Company","The New York Observer","Bass Museum of Art","Venus over NY/LA"],"reference_numbers":["00000427075","DB-SDNY-0087604","SDNY_GM_00233788","EFTA01386068"]}