The document outlines the account planning for the Deering/Crosby relationship with Deutsche Bank, managed by Stewart Oldfield since November 2017. The relationship primarily involves brokerage/DPM services. Heather Deering Crosby is the primary contact, following the passing of Anthony Deering, a notable business leader and former President of Mercantile-Safe Deposit and Trust Company. Anthony Deering had significant involvement with Deutsche Bank and other financial institutions.
doj/DataSet10/EFTA01374472.pdf
{"title":"2018 Account Planning - Deering/Crosby","key_people":["Stewart Oldfield","Heather Deering Crosby","Anthony W. Deering","Michael Mullin","Brian Harrington"],"document_date":"2018","document_type":"tabular","key_locations":["North America","Baltimore"],"document_subtype":"account planning document","key_organizations":["Deutsche Bank","Mercantile-Safe Deposit and Trust Company","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"],"reference_numbers":["00000535503"]}