This document outlines the account planning for the Lindemann relationship, detailing the relationship team, client profile, and opportunities and challenges. The Lindemann family, including Adam and George Lindemann Jr., are prominent investors and art collectors with significant banking relationships, primarily with BAML and UBS. The document highlights their business ventures and previous banking relationships.
documents/vol00010-efta01369991-pdf.pdf
{"title":"2018 Account Planning - Lindemann","key_people":["Adam Lindemann","George Lindemann Jr.","George Lindemann","Stewart Oldfield","Andrew King","Paul Bartilucci","Sam Petrucci","Matt Glassman","Laura Farischon","Joshua Frank","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","BAML","UBS","Credit Suisse","Metro Mobile","Southern Union Company","Bell Atlantic","ETE","The New York Observer","Bass Museum of Art","Venus over NY/LA"],"reference_numbers":["DB-SDNY-0062537","SDNY_GM_00208721","EFTA01369991"]}