account planning ICI (Stewart Oldfield, 1/19/2017)FW: Notification: Catch-up about DS Deposits [CI @ Wed Feb 1, 2017 2:30pm - 3pm (Vahe Stepanian, 2/1/2017)
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EFTA Document EFTA01373674
Title Matchefta-efta01373674
Case Filesd-10-EFTA01373674Dept. of JusticeEFTA Document EFTA01373674
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Case File
sd-10-EFTA01373674Dept. of JusticeEFTA Document EFTA01373674
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• By Monday January 2t , please send me the names of the ISG/DPM partner, lending specialists and wealth planning specialists aligned to those relationships identified. I'll want to communicate with them directly about their role in the planning sessions. • If any of the 10 clients has an existing lending relationship, then I ask that you do the following. Please notify the lending specialist and your ISG specialist. They are responsible for meeting together before the planning sessions so
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Dept. of Justice
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sd-10-EFTA01373674
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