Seller-doer console · Tracy Westbrook

My Book of Business

Quota, shortlist, pipeline, and follow-up — all in one place.

Outreaches · Q2
67/ 60
Q2 2026 quota
Contacts updated · mo
44
Last 30 days
Prospects added · mo
11
New to book
Open opportunities
$5.7M
4 active
Revenue closed · YTD
$3.8M
of $4.0M target
ContactAccountTierLast touchNext actionActions
David Kessler
Chief Risk Officer
Meridian Capital Group
P1
4d agoConfirm Phase 3 scope w/ ops sponsor
Greg Holloway
Head of Internal Audit (Risk)
Sentinel Trust Company
P1
7d agoPhase 3 sponsor introduction
Élise Charron
Group CRO
Banque Lyonnaise
P1
8d agoQ2 reference call w/ Hartwell
Anita Voss
Head of Regulatory Reporting
Hartwell Securities
P1
11d agoSend BCBS 239 case study; book follow-up
Priya Sharma
VP Risk Frameworks
Crestmont Asset Management
P1
18d agoPre-read for next risk workshop
Marcus Lin
Head of Op Risk
Atlas Bank Group
P1
28d agoRe-engage post-CCAR submission
Brendan O'Hara
Head of Risk Reporting
Northwell Financial
P1
52d agoStale — book reset call
Ravi Anand
Chief Compliance Officer
Meridian Capital Group
P1
60d agoStale — relationship cooling, escalate