The document outlines the account planning for the Jockey Club, a client of Deutsche Bank. It includes details about the client profile, opportunities, and challenges in managing the account. The Jockey Club is a breed registry for Thoroughbred horses in the US, Canada, and Puerto Rico. The document discusses the client's investment portfolio, banking relationships, and potential strategies for improving cash and investment management.
doj/DataSet10/EFTA01433466.pdf
{"title":"2018 Account Planning - Jockey Club","key_people":["Stewart Oldfield","Brian Harrington","Frank DeBenedittis","Paul Bartilucci","Matt Glassman","Laura Farischon","Charlie Burrows","James Gagliano","Matt F. Iuliano","Laura Barillaro"],"document_date":"2018","document_type":"correspondence","key_locations":["New York City","Lexington, Kentucky"],"document_subtype":"account planning document","key_organizations":["Jockey Club","Deutsche Bank","JP Morgan Chase","Bessemer Trust"],"reference_numbers":["EFTA01433466","EFTA01433467","EFTA01433468"]}