Operations
Every client appointment with its full attendee roster and role designations.
| Title | Primary Client | Date / Time | Location | Status | Organizer | Internal Attendees | Co-Presenter | Client Conf. | |
|---|---|---|---|---|---|---|---|---|---|
| Fact Finder — David Chen Fact Finder | David Chen | May 3, 2:00 PM | Phone | Scheduled | Marisol Lopez | Marisol Lopez | — | confirmed | |
| Recommendation Review — Thompson Household Recommendation Review | Patrice Thompson | May 4, 2:00 PM | Zoom | Confirmed | Marisol Lopez | Marisol LopezE.A. Pinder IIIDonna Pinder | Required | confirmed | |
| Policy Delivery — Velasquez Household Policy Delivery | Reina Velasquez | May 6, 1:00 PM | Office | Scheduled | Marisol Lopez | Marisol LopezDonna Pinder | — | pending | |
| Event Follow-Up — Patrice Moreau Event Follow-Up | Patrice Moreau | May 3, 4:00 PM | Phone | Scheduled | Donna Pinder | Donna Pinder | — | pending |