5. Account Planning Outcomes — This section is to be utilized to minute key takeaways from the account planning session
and will need to be completed by a member of the team present at the meeting. In addition to the minutes all
opportunities / follow up actions identified should be separately logged in dbForce for purpose of future tracking
All RM teams will receive a separate email within the next 24 hours with the financial and pipeline information
referenced in sections 3 and 4.
In addition, we will be setting up two open sessions on Wednesday (3:30PM EST) and Thursday (2PM EST) to clarify any
questions you may have on how to fill out the template. Details to follow.
Thanks,
Manish
Manish Pahlajani
Wealth Management Americas
345 P rk Avenue New York. NY. USA
Tel.
Fax
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Emai
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CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0064620
CONFIDENTIAL SDNY_GM_00210804
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