The document outlines the relationship between Deering/Crosby and Deutsche Bank Wealth Management (DB WM), managed by Stewart Oldfield since November 2017. It provides a profile of the client, highlighting the history and contributions of Anthony W. Deering, a significant figure in commercial real estate and financial services. The document also lists key team members involved in managing the relationship.
doj/DataSet10/EFTA01386777.pdf
{"title":"2018 Account Planning RM Contribution","key_people":["Stewart Oldfield","Heather Deering Crosby","Anthony W. Deering","Frank DeBenedittis","Sam Petrucci","George Hack","Michael Mullin"],"document_date":"2018","document_type":"correspondence","document_subtype":"account planning document","key_organizations":["Deutsche Bank Wealth Management","Mercantile-Safe Deposit and Trust Company","The Rouse Company","Deutsche Bank North America","Deutsche Bank Trust Company Americas","Deutsche Bank AG","Under Armour, Inc.","T. Rowe Price Summit Funds, Inc.","T. Rowe Price International Funds, Inc."],"reference_numbers":["DB-SDNY-0088620","SDNY_GM_00234804","EFTA01386777"]}