Epstein Secrets

y early February. Thank you everyone! Regards, Andrew Gallivan CONFIDENTIAL - PURSUANT TO FED. R. CRIM

al cross-sell ideas. • Instead of your completing a planning template for each client, your RO will be provided with a pre-populated template from DBForce that contains SOW information and existing relationship details like products, CBVs and revenues. Your RO will be able to aggregate all of your temp

y early February. Thank you everyone! Regards, Andrew Gallivan Andrew Gallivan Managing Director Deu

• Instead of your completing a planning template for each client, your RO will be provided with a pre-populated template from DBForce that contains SOW information and existing relationship details like products, CBVs and revenues. Your RO will be able to aggregate all of your temp

y early February. Thank you everyone! Regards, Andrew Gallivan CONFIDENTIAL - PURSUANT TO FED. R. CRIM

al cross-sell ideas. • Instead of your completing a planning template for each client, your RO will be provided with a pre-populated template from DBForce that contains SOW information and existing relationship details like products, CBVs and revenues. Your RO will be able to aggregate all of your temp

y early February. Thank you everyone! Regards, Andrew Gallivan Andrew Gallivan Managing Director Deu

al cross-sell ideas. • Instead of your completing a planning template for each client, your RO will be provided with a pre-populated template from DBForce that contains SOW information and existing relationship details like products, CBVs and revenues. Your RO will be able to aggregate all of your temp

/7/2014 5:25:59 PM To: Kimberly Hart CC: l ; Andrew Gallivan Michael Jacoby el Davis Subject: Mar

an review to determine if the ACU can be closed out without a KYC update. b) For the HRIP meeting report: The High Risk in Person Meeting field in DBForce pulls from the ACU. In order to record that a meeting took place, it needs to be included in an ACU even if the ACU isn't "due" yet. This is the o

Melisa Venegas Sent: 5/6/2014 1:34:02 PM To: Andrew Gallivan Kimberly Hart ; Michael-1 Davis I ; M

be completed b) "KYC in Progress" it means that the KYC must be completed 2) For the HRIP Meeting report: The High Risk in Person Meeting field in DBForce pulls from the ACU. In order to record that a meeting took place, it needs to be included in an ACU even if the ACU isn't "due" yet. This is the o

negas Date: Tue, 06 May 2014 13:34:02 -0400 To: Andrew Galliva Kimberly Hart Michael-J Davis >, C M

be completed b) "KYC in Progress" it means that the KYC must be completed 2) For the HRIP Meeting report: The High Risk in Person Meeting field in DBForce pulls from the ACU. In order to record that a meeting took place, it needs to be included in an ACU even if the ACU isn't "due" yet. This is the o