EFTA Document EFTA01363812
Brian/Kareen - As previously discussed, the priority list is less than I thought, please see attached clients that need to be onboarded with CIB as a priority: Bill - can you please take the lead on the ISG clients (this ties into the 32 clients you previously advised of): Nina / Davide — can you please work together on the IWP clients (understand that Southern Financial is going away): A) Wealth Management Curtorne(Pturnba Y. VIM Ai r, WM f li nt la:.ava- 67 (.M(. ia NI ten wri ((mi
Summary
Brian/Kareen - As previously discussed, the priority list is less than I thought, please see attached clients that need to be onboarded with CIB as a priority: Bill - can you please take the lead on the ISG clients (this ties into the 32 clients you previously advised of): Nina / Davide — can you please work together on the IWP clients (understand that Southern Financial is going away): A) Wealth Management Curtorne(Pturnba Y. VIM Ai r, WM f li nt la:.ava- 67 (.M(. ia NI ten wri ((mi
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