Ian Salters, COO Americas - Institutional Wealth Partners, discusses the priority list of clients that need to be onboarded with CIB. Bill is asked to lead on ISG clients, while Nina and Davide are to work on IWP clients. The document includes tables listing clients under Wealth Management and IWP, indicating whether they have been through the CIB KYC onboarding process and their priority status.
documents/vol00010-efta01363795-pdf.pdf
{"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 Pretelt","Chris Maxmin","Stewart Oldfield","Dcarla Oliviera","Eduardo"],"document_type":"correspondence","key_locations":["345 Park Avenue, New York, NY, USA"],"document_subtype":"memo","key_organizations":["DB Securities Inc","Mutsche Rank Wealth Management","CIB","ISG","IWP","Southern Financial"],"reference_numbers":["DB-SDNY-0054117","SDNY_GM_00200301","EFTA01363795"]}