Andrew Gallivan outlines procedures for planning sessions with 10 clients, focusing on cross-sell opportunities and using DBForce for tracking. ROs will manage templates and enter opportunities into DBForce. Sessions to be completed by early February.
doj/DataSet10/EFTA01385245.pdf
{"key_people":["Andrew Gallivan"],"document_type":"correspondence","document_subtype":"memo","key_organizations":["Deutsche Bank Trust Company Americas"],"reference_numbers":["DB-SDNY-0086511","SDNY_GM_00232695","EFTA01385245"]}