Ian Salters discusses the priority list for client onboarding with CIB, assigning tasks to Bill, Nina, and Davide for ISG and IWP clients respectively. The document includes a table of clients with their onboarding status and priority.
documents/vol00010-efta01363812-pdf.pdf
{"title":"Client Onboarding Priority List","key_people":["Ian Salters","Bill","Nina","Davide","Joanne Jensen","Susan Moffat","Brian Convey","Rachel Maglicic","Joseph Sabbagh","Freddy Menjivar","Rosemary Vrablic","Deirdre Judge","Joseph Cothron","Dan Gra","Mauricio Preitelt","Chris Maxmin","Stewart Oldfield","Dcarla Oliviera","Eduardo"],"document_type":"correspondence","key_locations":["New York, NY, USA"],"document_subtype":"memo","key_organizations":["DB Securities Inc","Deutsche Bank Wealth Management","CIB","ISG","IWP","Southern Financial"]}