Team
Hannah Ferguson
role not on file as a title; Derek's email signature (2026-09-03) lists her as an executive assistant of Derek N. Eichenwald
Where things stand
- Handles Redtail updates from client responses for the Cook/Peters team; on the Annual Client Update notification emails since 2026-06-10.
- Listed as one of Derek's executive assistants in his 2026-09-03 signature; title not on file.
- Two email addresses appear in the firm's own records (hannah@ on Teams, HannahF@ in Derek's signature).
- Relationship to JT
- Updates Redtail from client responses for the Cook/Peters book; JT put her on the Annual Client Update notification emails on 2026-06-10
- hannah@triumphcapitalmanagement.com (Teams chat member address); Derek's signature shows HannahF@triumphcapitalmanagement.com
- Channels
- Teams 1:1; group chats with Brandon, Derek, Jamar, and Dan Mayer per the chat list
- Notion tasks
- none
- Related files
- Last meeting
- none logged; last correspondence 2026-06-10 → record
- Last updated
- 2026-09-03
Focused on
- Filing the Cook/Peters client-update responses in Redtail; asked whether to save them anywhere else. record
Asking me for
- Where to save the client-update submissions. Status: answered, Redtail only; JT keeps the compliance-folder step. record (Notion: not pushed)
Concerns and frustrations
- Duplicate emails while Ryan forwards the same submissions she now receives directly. record
Doable vs. not doable
- Redtail-only filing → doable; compliance-folder filing stays with JT. record
How to work with them
- Quick, practical replies within minutes ("Yep! he called me."); asks the filing question before acting. record
Crossover
Decisions log
- Saves the client-update submissions in Redtail; nothing else unless JT asks. record
Meeting log
| Date | Title | Record |
|---|---|---|
2026-06-10 | Client-update emails coming her way; save in Redtail (Teams 1:1) |
History
Nothing yet.