Strategic Account Plan Approval Request - Associate Wealth Advisor, Advising Representative at CC&L Private Capital

A Strategic Account Plan assignment request has been submitted for your app= roval. =E2=80=A2 Account Name: Associate Wealth Advisor, Advising Representative a= t CC&L Private Capital =E2=80=A2 Owner: Isabelle Grondin =E2=80=A2 Priority Zip:=20 =E2=80=A2 Link to Account: https://homecareassistance.my.salesforce.com/001= UH00000bVbyt =E2=80=A2 Month and Year: September 2025 =E2=80=A2 Comments / Reason for SAP Designation: SAP SVP To approve or reject this request, please click the following link: https://homecareassistance.my.salesforce.com/p/process/ProcessInstanceWorki= temWizardStageManager?id=3D04iUH000007onW9 Thank you, The Key Salesforce Team