EFTA01421027.pdf

2018 Account Planning RM contribution Relationship Name: Lindemann Banker Team: Stewart Oldfield GCIS Number: 00000427075 Relationship Team: ISG: Brian Harrington DPM: KCP: Lending: Joshua Frank Trust/Custody: WPS: Deposits: Stewart Oldfield Other: Client Profile This relationship manages the assets of Adam Marc Lindemann and George Lindemann Jr, sons of billionaire George Lindemann, a serial entrepreneur that founded and sold a handful of businesses over the past half-century, most notably his Metro Mobile company that was acquired by Bell Atlantic — now known as Verizon — for $2.5 billion in 1991 and Southern Union Company which he sold for $5.7 billion in 2012 of which Lindemann children (George Jr, Adam, and Sloan Lindemann) all held ownership stakes in. Adam Lindemann is a private investor and influential collector of contemporary art and design. In partnership with designer Marc Newson, he re- launched Ikepod, a Swiss watch design company. He also writes a monthly column on collecting for The New York Observer. George Lindemann Jr. was an accomplished equestrian with Olympic hopes, but ultimately served time in prison for having a once-prized horse killed for insurance money. He is now a well-known art collector, investor, environmental advocate and philanthropist in Miami. He serves as the president of the board of directors of the Bass Museum of Art. This relationship has had a previous relationship with the bank from 2009 to 2012 with George Lindemann Jr. where he closed his accounts and began another banking relationship with JP Morgan. Stewart Oldfield worked with George Lindemann Jr. at Credit Suisse in 2008, and brought the relationship back to Deutsche Bank in February 2015. Opportunities and Challenges {Please add a narrative on the client here, based on what you know and your relationship which could include any or all of the below which is meant to be a guide} [Type here] What are the key opportunities to grow the relationship? What are the Customer's financial objectives? What issues and/or challenges is the Customer facing? EFTA01421027 What are the key roadblocks to giving DB more business? Confidential Confidential Confidential EFTA01421028