Team

Tim Waters

Financial Consultant / IAR, Triumph Capital Management
Where things stand
  • IAR at TCM. Nothing else on file yet. Not the "Tim" of the Kesii sandbox email or the 2026-09-03 Derek meeting; that is a separate external contact at `external\Kesii_Tim-Gelling\PROFILE.md`.
Relationship to JT
Colleague; JT runs the firm's compliance and operations that his book flows through
Channels
Outlook, Teams
Notion tasks
none
Related files
tcm-compliance-ops.md (People table)
Last meeting
none logged yet
Last updated
2026-09-03

Focused on

Nothing yet.

Asking me for

Nothing yet.

Concerns and frustrations

Nothing yet.

Doable vs. not doable

Nothing yet.

How to work with them

Nothing yet.

Crossover

Nothing yet.

Decisions log

Nothing yet.

Meeting log

Nothing yet.

History

  • Seeded earlier today from E:\dev\repos\Tims Final Email.md (sandbox database, API feeds, web app). Moved to external\Kesii_Tim-Gelling\PROFILE.md the same day after the Derek meeting transcript showed that email belongs to the Kesii Tim, an outside contact, not to Tim Waters. superseded 2026-09-03