Andrew Gallivan outlines the process for planning sessions with 10 clients, including coordination with ISG/DPM partners, lending specialists, and wealth planning specialists. The memo emphasizes the use of DBForce for managing client information and opportunities, and assigns roles for ROs in the sessions.
doj/DataSet10/EFTA01373674.pdf
{"key_people":["Andrew Gallivan"],"document_type":"correspondence","document_subtype":"memo","key_organizations":["ISG","DPM","DBForce"],"reference_numbers":["DB-SDNY-0067984","SDNY_GM_00214168","EFTA01373674"]}