Team

Jamar Anderson

Director of Operations & Client Experience (his email signature, 2026-09-03); listed as an executive assistant of Derek N. Eichenwald in Derek's signature
Where things stand
  • Director of Operations & Client Experience per his signature; Derek's signature lists him as one of Derek's executive assistants.
  • Every Zakir lookup JT has sent him has come back inside the hour: the 2% MAP (09-03), both 2026 DocuSign envelopes (09-06, after midnight), the 2026-04-20 send date (confirmed 09-11), and an alternate client address from Redtail (09-11, five minutes).
  • On 2026-09-05 he escalated Jared Thompson's margin-interest demand and, forty-six minutes later, asked JT for a documented process for client follow-ups pending on Derek; re-raised 2026-09-06. JT committed to 2026-09-07 and has not answered.
  • Closed the Nydia TPA loop on 2026-09-08 (letter and Form 5558 filed); the replacement-TPA decision is still unowned.
  • On 2026-09-09 he asked whether JT handles continuing education, then deleted the question the same afternoon after the Compliance Department's IAR CE reminder went out. His own IAR registration status is not on file.
  • JT owes him: the Zakir email reply (draft since 09-03), the documentation-process answer, and replies to the Thompson and complaint-documentation emails.
4open asks of you
Relationship to JT
Derek's operations lead; flags client and plan matters to Compliance early; shares Derek's Perplexity client-prep project with Rheece Hilliard
Email
jamara@triumphcapitalmanagement.com
Channels
Outlook; Teams 1:1; group chat with Derek and Brandon; group chat with Rheece
Notion tasks
none
Related files
Last meeting
2026-08-05 Teams meeting he organized with Rheece and JT (calendar only; no record yet); last correspondence 2026-09-11 → record
Last updated
2026-09-12

Focused on

  • Supporting the Zakir archive search from Redtail: one older address for Raya, confirmation nothing else exists. record
  • Continuing education for himself and at least one colleague ("our continuing education"); withdrawn the same day. record
  • Getting the Nydia resignation documented and physically in front of Derek: letter and Form 5558 filed to the TCM 401(k) plan folder under 2025, hard copies to his desk. record
  • Keeping the on-site phone installation moving; he flagged the one user account blocking Chad and cleared it himself rather than passing it up. record
  • Having the Zakir documentation complete and filed in Box before anything escalates further; he created a Docusign History folder in the client file and gave JT the path. record
  • Client complaints generally: "there is a few clients getting restless and I just want to make sure everything is being documented." record
  • A clean paper trail on client follow-ups that are pending on Derek's input, direction, approval, or response, built before the next escalation rather than after. record
  • Getting the Jared Thompson margin matter documented and in front of Derek directly, rather than continuing to relay it verbally. record
  • Finding a MAP or Client Agreement that documents the 2% fee on the Zakir accounts, at JT's request ("Let me see what I can do"). record
  • Plan-administration continuity after Nydia's resignation; wants compliance and operations ahead of the 2026-10-15 filing deadline. record
  • Staying on top of the Zakir fee matter and offering JT help with it. record · Teams record
  • Client prep through the Perplexity project he shares with Derek and Rheece; the flow needs re-uploading and re-prompting with the Box folder each time, and JT offered Derek a mechanical rebuild. record

Asking me for

  • Whether JT is the person to help with continuing education or whether he should go elsewhere. Status: withdrawn — he deleted the message at 4:52 PM ET, after the IAR CE reminder went out at 12:32 PM. record (Notion: not pushed)
  • Confirmation that JT and Dan Mayer had been exchanging messages about Dan's unaccepted Zoom invite. Status: answered same day; he resolved the underlying issue himself before it needed anything from JT. record (Notion: not pushed)
  • Whether JT had seen his Jared Thompson email and his client-complaint documentation email. Status: open; JT acknowledged both in writing and committed to reviewing them 2026-09-07. record (Notion: not pushed)
    open
  • A preferred method for documenting client follow-up items where he or Rheece are waiting on Derek, capturing what was communicated, who directed it, what remains pending, and what review it needs; plus anything else they should be doing. Status: open; re-raised 2026-09-06, JT committed to 2026-09-07. record · re-raised (Notion: not pushed)
    open
  • Whether JT needs anything on the Zakir matter (email 11:33 AM; Teams 5:16 PM). Status: open on JT's side, the email reply is still a draft; on Teams JT answered by asking him for the 2% MAP or agreement. record · Teams record (Notion: not pushed)
    open
  • Visibility and help on the Nydia TPA resignation; no specific task assigned to JT. Status: open. record (Notion: not pushed)
    open

Concerns and frustrations

  • A few clients are getting restless and he wants to be sure everything is being documented; he raised it unprompted at the end of an unrelated favor. record
  • That he and Rheece relay commitments on Derek's behalf, cannot control whether the timelines hold, and have no defined way to record that the item is pending on the advisor — so the exposure lands on whoever made the promise to the client. record
  • Two client escalations naming regulators inside four days, with the Thompson response now nine days late from the client's first email. record
  • Escalation risk on the Zakir complaint with regulators named; the Form 5500 deadline with penalties attached. record · record

Doable vs. not doable

  • Pulling the expired 4/20/2026 DocuSign envelope → doable and done; he retrieved both 2026 envelopes and the void certificates the same evening and filed them in Box. record
  • A documented process for advisor-pending client follow-ups → doable, and worth building close enough to the complaint log to escalate cleanly; whether it becomes a firm-wide procedure needs Brandon's call as CCO. record
  • The 2% document search → doable if the MAP or legacy-firm agreement is in Box; he is looking. record

How to work with them

  • Five-minute turnaround on a Redtail lookup, with the caveat stated ("old email address") so JT could weigh it. Ask him for the raw lookup; he adds the context unprompted. record
  • Withdraws a question once it is answered elsewhere rather than leaving it open; a deleted message from him means he found the answer, not that he is waiting. record
  • He closes his own loops. Twice in a week he has raised something and resolved it before JT needed to act — the Dan Mayer invite inside an hour, the Nydia letter filed the day it arrived. Treat a flag from him as information, not a task, until he says otherwise. record · record
  • When he is on site he is the fastest live status source; the check-in on the installation came back the same minute. record
  • Give him a document request and he over-delivers: asked for one send date on a Saturday night, he returned both envelopes, the void certificates, and a filed Box folder with the path. He also checks his work — "Was this more or less what you needed?" record
  • He attaches an open ask to the end of a completed favor rather than sending a separate chase. The real message was the last one. record
  • Asks Compliance for cover in writing before an incident rather than after, and states the problem diplomatically — the guidance email never says Derek is late, it asks how to document that he is. Read what it is actually about. record
  • When a verbal escalation stops working he converts it to a written one: he put Derek on the client thread rather than briefing him again. record
  • Proactive: reached out unprompted the same afternoon the Zakir complaint escalated ("just wanted to make sure we were staying on top of it and if you needed anything"). record
  • Writes formal, signed emails to Compliance for anything with regulatory exposure (the complaint, the TPA resignation) and uses Teams for the follow-up; both landed the same day. record · record

Crossover

  • touches Rob and Raya Zakir and Brandon Drespling: his Redtail address let JT complete the 2016–2026 AppRiver export that Brandon asked for; his DocuSign date confirmation went into the timeline Brandon received. record · Brandon
  • touches Rheece Hilliard: Rheece asked JT about his own lapsed FINRA licenses ninety minutes after Jamar's CE question; the two were likely comparing notes. record · Rheece
  • touches Derek Eichenwald and Brandon Drespling: the Nydia resignation is now documented in writing, but the replacement-TPA decision he raised on 2026-09-03 is still unowned with the 2026-10-15 Form 5500 deadline approaching. record
  • touches Chad Burnham and Dan Mayer: Jamar worked alongside Chad through the installation and cleared Dan's outstanding Zoom invite; his read on Chad was "Yeah he is on top of it!" record
  • touches Rob and Raya Zakir and Derek Eichenwald: Jamar supplied the two 2026 DocuSign dates that close the April-to-June gap in the fee timeline, including Rob's 7/2/2026 decline; JT's read is that the decision is now Derek's. record
  • touches Jared Thompson and Derek Eichenwald: Jamar carried the margin thread, relayed a Derek timeline that slipped, and escalated it in writing to Derek. record
  • touches Rheece Hilliard: named as the other person affected by the missing documentation process, but not on the email; whatever JT defines has to reach him too. record
  • touches Rob and Raya Zakir and Derek: the complaint heads-up, the group-chat folder share, and the 2% baseline search. record · record · record
  • touches Brandon Drespling and Derek: the TPA email went to Brandon and JT with Derek copied. record
  • touches Derek Eichenwald and Rheece Hilliard: the shared Perplexity client-prep project. record

Decisions log

Nothing yet.

Meeting log

DateTitleRecord
2026-09-09
Continuing-education question, withdrawn the same afternoon (Teams 1:1)
record
2026-09-11
Zakir matter — alternate client email addresses (Teams 1:1)
record
2026-09-08
Nydia Retirement Solutions resignation letter received, with Form 5558 (email)
record
2026-09-08
Phone install day at the Denver office and Dan Mayer's Zoom invite (teams)
record
2026-09-03
Potential Complaint (email to JT)
record
2026-09-03
401(k) TPA resignation / filing deadline (email to Brandon and JT)
record
2026-09-03
Zakir billing analysis shared (group chat)
record
2026-09-03
Zakir fee baseline check-in (Teams 1:1)
record
2026-09-05
Thompson margin-interest reimbursement demand escalated to Derek (email)
record
2026-09-05
Client follow-up documentation guidance request (email to JT)
record
2026-09-06
Zakir DocuSign timeline — both 2026 envelopes located (Teams 1:1)
record

History

  • Placeholder profile under team\Jamar\ with surname unknown. superseded 2026-09-03: surname and email resolved from Teams (Jamar Anderson, jamara@).
  • Role read "role not on file". superseded 2026-09-03: his email signature reads Director of Operations & Client Experience.
  • Asking me for: "Whether JT needs anything on the Zakir situation. Status: open, JT said he would take help once the baseline is confirmed." Teams 1:1Teams superseded 2026-09-03: the exchange is now logged as a record and JT asked him for the 2% MAP or agreement.
    open

Records with Jamar