Team

Dan Mayer

Rep on the Mayer/Williams team (Daniel Mayer in firm-facing folders, per rep-master-codes.md); member of the MBTC Security Benefit Monthly Committee; title not on file
Where things stand
  • Committee member on the MBTC Security Benefit monthly allocation meeting (organizer Brandon); accepted the 2026-07-31 and 2026-08-31 occurrences; next is 2026-09-29.
  • First direct exchange with JT on 2026-09-11: he submitted an Advertising Request Form through JotForm and pinged JT on Teams; JT approved it within fifty minutes.
  • His Canvas book was the subject of a Black Diamond versus MAP fee reconciliation by Brandon and JT in June 2026 (see Crossover); he was not in that conversation.
Relationship to JT
Colleague; sits on the MBTC Security Benefit Monthly Committee with JT
Email
danm@triumphcapitalmanagement.com
Channels
Teams 1:1 (first exchange 2026-09-11); committee meeting chat; JotForm submissions
Notion tasks
none
Related files
Last meeting
2026-08-31 MBTC Security Benefit Monthly Committee Meeting (September Allocation), accepted (calendar only; no record yet); last correspondence 2026-09-11 → record
Last updated
2026-09-12

Focused on

  • Getting a marketing piece cleared through the advertising-review form. record
  • His Zoom account invite was outstanding on phone-installation day and briefly held up Chad's provisioning of his desk phone; Jamar resolved it the same morning after Dan and JT had already exchanged messages about it. record

Asking me for

  • Compliance review of his advertising request (JotForm, submitted 2:42 PM ET). Status: done — approved 3:33 PM ET, approval email sent. record (Notion: not pushed)
    done

Concerns and frustrations

Nothing yet.

Doable vs. not doable

Nothing yet.

How to work with them

  • Submits through the form and pings on Teams in the same minute; a short "looking now" and a same-day answer closed it. record

Crossover

  • touches the MBTC Security Benefit Monthly Committee series. calendar 2026-08-31Calendar
  • touches Brandon Drespling: Brandon's Canvas/Smartleaf fee check found that Dan's Canvas conversions changed TCM fees that never re-triggered the no-fee-schedule check; JT's BD Fee Clean Up workbook shows 12 matches, 59 mismatches, and 20 to review. Dan was not in the chat; matched by the roster alias "Dan" and Brandon's file names. record

Decisions log

  • JT approved his advertising request. record

Meeting log

DateTitleRecord
2026-09-08
Phone install day at the Denver office and Dan Mayer's Zoom invite (teams, discussed)
record
2026-09-11
Advertising request reviewed and approved (Teams 1:1 + JotForm)
record

History

  • Role read "role not on file; member of the MBTC Security Benefit Monthly Committee". superseded 2026-09-03: role set from JT's rep-master-codes.md.

Records with Dan