Name▾	Company▾	Role▾	Email▾	Phone▾	Track (deprecated)▾	Relationship (deprecated)▾	Preferences▾	Last Contact▾	Notes▾	First Name▾	Last Name▾	Email 2▾	Mobile▾	Job Title▾	Department▾	Address▾	Website▾	LinkedIn URL▾	Birthday▾	Favorite Drink▾	Favorite Food▾	Family Info▾	Upcoming Events▾	How We Met▾	Contact Source▾	Category▾	Client Link▾	Priority▾	Relationship Owner▾	Last Meeting Context▾	Email Thread Topics▾	Follow Up Needed▾	Follow Up Note▾	Tags▾	AI Readiness Survey Responses▾	Open Loops▾
Denny	Ability First	IT/Technical	—	—	—▾	—▾	—	—	Has login to FBO Solutions server. Handles computer allocation journal entries. Christi checking in with for Razor's Edge access.	Denny	—	—	—	IT/Technical	—	—	—	—	—	—	—	—	—	—	Meeting▾	Client Contact	Ability First	Active▾	Christi	02-25 IT Finance Meeting, 03-26 Professional Catch-Up	—	·	—	—	—	—
Sam Smith	Eldridge Acre	Office Manager	sam.smith@eldridgeacre.com	—	—▾	—▾	—	Apr 2, 2026	—	Sam	Smith	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Eldridge Acre	Occasional▾	Christi	—	—	·	—	—	—	—
Dmitry Finkler	DC Innovations	—	dfinkler@dcinnovationsinc.com	—	—▾	—▾	—	Apr 3, 2026	—	Dmitry	Finkler	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Occasional▾	Christi	—	—	·	—	—	—	—
Robin Moten	SCHARP	—	robin.moten@scharpca.org	—	—▾	—▾	—	Apr 6, 2026	—	Robin	Moten	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	SCHARP	Active▾	Christi	—	—	·	—	—	—	—
Nicholas Freites	Celerant	—	nfreites@celerant.com	—	—▾	—▾	—	Mar 17, 2026	—	Nicholas	Freites	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Occasional▾	Christi	—	—	·	—	—	—	—
Jeff Seery	Maverick Gaming	—	js@maverickgaming.com	—	—▾	—▾	—	Mar 18, 2026	—	Jeff	Seery	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Prospect	—	Occasional▾	Christi	—	—	·	—	—	—	—
Sloan Nelson	Lumifi	—	snelson@lumificyber.com	—	—▾	—▾	—	Mar 19, 2026	—	Sloan	Nelson	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Occasional▾	Christi	—	—	·	—	—	—	—
Gloria Rodriguez	Verizon Wireless	—	gloria.rodriguez@verizonwireless.com	—	—▾	—▾	—	Mar 31, 2026	—	Gloria	Rodriguez	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Active▾	Christi	—	—	·	—	—	—	—
Bryan Chapman	Thread	—	bryan@getthread.com	—	—▾	—▾	—	Mar 25, 2026	—	Bryan	Chapman	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Occasional▾	Christi	—	—	·	—	—	—	—
Kaycee Laroza	Cotsen Foundation	Staff	klaroza@cotsen.org	—	—▾	—▾	—	Apr 7, 2026	—	Kaycee	Laroza	—	—	Staff	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Cotsen Foundation	Active▾	Christi	12-08 Cotsen AI Roadmap Discussion	—	·	—	—	—	—
Meiyin Cheng	Arc Capital Partners	Vice President - Finance / Investor Relations	mcheng@arccapitalpartners.com	—	—▾	—▾	—	Mar 19, 2026	—	Meiyin	Cheng	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Arc Capital Partners	Active▾	Christi	—	—	·	—	—	—	—
OT Service Portal	OT Service Portal (Brookfield)	—	otservices@iotanddigital.com	—	—▾	—▾	—	Apr 7, 2026	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Active▾	Christi	—	—	·	—	—	—	—
Jay / JM	Ability First	Staff (likely IT related)	—	—	—▾	—▾	—	—	On list for kudos callout. Also referred to as JM.	Jay	—	—	—	Staff	—	—	—	—	—	—	—	—	—	—	Meeting▾	Client Contact	Ability First	Occasional▾	Christi	03-26 Professional Catch-Up	—	·	—	—	—	—
Vince	Crimson IT	—	—	—	—▾	—▾	—	—	First account management job, been doing it about 1 year. Handles Irongate. Per 4/9/2026 meeting.	Vince	—	—	—	—	—	—	—	—	—	—	—	Has 4 kids, does not get out often	—	—	—▾	Crimson Internal	Crimson IT	Active▾	Christi	—	—	·	—	—	—	—
DBS Service West	CSC Global	—	dbs_service_west@cscglobal.com	—	—▾	—▾	—	Apr 1, 2026	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Active▾	Christi	—	—	·	—	—	—	—
Brad Weinberg	Arc Capital Partners	Executive Managing Director	bweinberg@arccapitalpartners.com	—	—▾	—▾	—	Mar 9, 2026	—	Brad	Weinberg	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Arc Capital Partners	Occasional▾	Christi	—	—	·	—	—	—	—
Steve Heckler	Steve Heckler Associates	—	steve@stevehecklerassoc.com	—	—▾	—▾	—	Apr 1, 2026	—	Steve	Heckler	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Prospect	—	Occasional▾	Christi	—	—	·	—	—	—	—
Susanna Deng	Ability First	Finance/Accounting	sdeng@abilityfirst.org	—	—▾	—▾	Can get impatient but passion is appreciated	Apr 7, 2026	Can get impatient but passion is appreciated. Has been amazing lately, keeps Christi on task. Handles ISP billing reconciliation.	Susanna	Deng	—	—	Finance/Accounting	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Ability First	Active▾	Christi	03-26 Professional Catch-Up, 02-25 IT Finance Meeting	—	·	—	—	—	—
Robert Devers	Majestic Realty	CIO	rdevers@majesticrealty.com	—	—▾	—▾	Strategic thinker, willing to iterate, wants 'quick and dirty' POCs	Mar 18, 2026	Grew up on 8088 computer. Former hardcore data architect - built largest data warehouses in the country. Self-described limitation: unstructured data is theoretical for him. Prefers Azure over AWS. 97% of data on on-prem file shares. Using ChatGPT Enterprise, experimenting with Claude. Looking for AI POCs (80/20 approach).	Robert	Devers	—	—	CIO	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Majestic Realty	Occasional▾	Christi	03-18 Majestic Realty Consultation	—	·	—	Decision MakerExecutive	—	—
Elisa	Crimson IT	Finance Team	elisa@crimsonit.com	—	—▾	—▾	—	—	Reports to April.	Elisa	—	—	—	Finance Team	—	—	—	—	—	—	—	—	—	—	Meeting▾	Crimson Internal	Crimson IT	Occasional▾	Christi	02-27 1on1 with Anzor	—	·	—	—	—	—
Julia Guren	Karney Properties	—	julia_guren@karney.net	—	—▾	—▾	—	Mar 18, 2026	—	Julia	Guren	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Karney Properties	Occasional▾	Christi	—	—	·	—	—	—	—
Jolie Godoy	Cotsen Foundation	—	jgodoy@cotsen.org	—	—▾	—▾	—	Apr 7, 2026	—	Jolie	Godoy	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Cotsen Foundation	Active▾	Christi	—	—	·	—	—	—	—
Kamyab Hashemi-Nejad	Cotsen Foundation	Primary Contact - AI Initiative	kamyab@cotsen.org	—	—▾	—▾	—	Apr 8, 2026	Key stakeholder for AI initiative. Was late/missing from original December meeting - meeting postponed when he wasn't available.	Kamyab	Hashemi-Nejad	—	—	Staff	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Cotsen Foundation	Active▾	Christi	12-08 Cotsen AI Roadmap Discussion	—	·	—	Decision Maker	—	—
Reuben Davidsohn	Irongate LLC	COO	RDavidsohn@Irongp.com	—	Crimson IT▾	Client▾	I want it now personality. Has Christi on speed dial. Long-standing high-trust relationship.	—	COO of Irongate. Former Chief Administrative Officer at The Howard Hughes Corporation (treasury, banking, HR, corporate services). Co-founder of Relay Human Cloud. Active in Dallas business community. Long-standing relationship with Christi — high trust, direct access.	Reuben	Davidsohn	—	—	Chief Operating Officer	—	—	—	—	—	—	—	—	—	Crimson IT client - long-standing relationship	—▾	Client Contact	Irongate	VIP▾	Christi Brown	—	—	·	—	—	—	—
Savvas Bischiniotis	Dialectica	—	savvas.bischiniotis@dialecticanet.com	—	—▾	—▾	—	Apr 6, 2026	—	Savvas	Bischiniotis	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Prospect	—	Occasional▾	Christi	—	—	·	—	—	—	—
Julie Martin	Ability First	Center Director	jmartin@abilityfirst.org	—	—▾	—▾	—	Mar 27, 2026	—	Julie	Martin	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Ability First	Occasional▾	Christi	—	—	·	—	—	—	—
Gaston Nguyen	SCHARP (on Crimson payroll)	On-site IT Support	gaston.nguyen@scharpca.org	—	—▾	—▾	—	Apr 7, 2026	Hourly pay. Currently doing facilities work in addition to IT (not in scope). Trained on TriNet for time tracking. Actively using Zoho Desk.	Gaston	Nguyen	—	—	On-site IT Support	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	SCHARP	Active▾	Christi	02-27 Weekly Check-in with Pete	—	·	—	—	—	—
Araceli Gonzalez	Ability First	—	araceli.gonzalez@abilityfirst.org	—	—▾	—▾	—	Mar 27, 2026	—	Araceli	Gonzalez	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Ability First	Occasional▾	Christi	—	—	·	—	—	—	—
Segrid	Crimson IT	Technical Team	segrid@crimsonit.com	—	—▾	—▾	—	—	Christi's AI agent 'Segreth' is named after her. Knows what chocolate to get Christi.	Segrid	—	—	—	Technical Team	—	—	—	—	—	—	—	—	—	—	Meeting▾	Crimson Internal	Crimson IT	Active▾	Christi	04-07 Weingart meeting	—	·	—	—	—	—
Empath MSP	Empath MSP	—	billing@empathmsp.com	—	—▾	—▾	—	Mar 29, 2026	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Occasional▾	Christi	—	—	·	—	—	—	—
Michelle	Ability First	Finance Leadership	—	—	—▾	—▾	—	—	Dashboard access granted.	Michelle	—	—	—	Finance Leadership	—	—	—	—	—	—	—	—	—	—	Meeting▾	Client Contact	Ability First	Active▾	Christi	02-25 IT Finance Meeting	—	·	—	—	—	—
Holly Pfeiffer	Cotsen Foundation	Administrator/Executive Assistant to CFO	hpfeiffer@cotsen.org	—	—▾	—▾	—	Apr 7, 2026	—	Holly	Pfeiffer	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Cotsen Foundation	Active▾	Christi	—	AI Assessment Quote 7203	·	—	—	—	—
Nate (Nathan)	Dynamic Cyber Innovations (DCI)	Penetration Tester	—	—	—▾	—▾	—	—	Hands-on pen tester. Timezone: 1 hour ahead of Crimson (Mountain?). IP address whitelisted for pen testing.	Nate	—	—	—	Penetration Tester	—	—	—	—	—	—	—	—	—	—	Meeting▾	Vendor	—	Active▾	Christi	04-01 Pen Testing Kickoff	—	·	—	—	—	—
Olivia	Crimson IT	Help Desk Lead	olivia@crimsonit.com	—	—▾	—▾	—	—	Doesn't come to office regularly, needs advance notice for in-person meetings.	Olivia	—	—	—	Help Desk Lead	—	—	—	—	—	—	—	—	—	—	Meeting▾	Crimson Internal	Crimson IT	Active▾	Christi	02-27 Weekly Check-in with Pete	—	·	—	—	—	—
Carlos Dorsey	SCHARP	—	carlos.dorsey@scharpca.org	—	—▾	—▾	—	Mar 17, 2026	—	Carlos	Dorsey	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	SCHARP	Occasional▾	Christi	—	—	·	—	—	—	—
Kasia	Ability First	Staff	—	—	—▾	—▾	—	—	Has login to FBO Solutions server (Elliot RDP for manufacturing/ERP).	Kasia	—	—	—	Staff	—	—	—	—	—	—	—	—	—	—	Meeting▾	Client Contact	Ability First	Occasional▾	Christi	02-25 IT Finance Meeting	—	·	—	—	—	—
KC Bills	Westwood Financial	—	kcbills@westfin.com	—	—▾	—▾	Westwood Financial. Onboarded onto the intelligent mail application in August 2026, introduced by Brett Johnston who connected his inbox. Title not yet confirmed.	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—▾	Client Contact	Westwood Financial	VIP▾	—	—	—	·	—	—	—	—
Groovi Digital	Groovi Digital	—	hello@groovidigital.com	—	—▾	—▾	—	Mar 26, 2026	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Occasional▾	Christi	—	—	·	—	—	—	—
Executive COP	Executive Community of Practice	—	jb@execcop.com	—	—▾	—▾	—	Apr 2, 2026	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Community	—	Active▾	Christi	—	—	·	—	—	—	—
John Buccola	Velo9	—	jb@velo9.ai	—	—▾	—▾	—	Apr 6, 2026	—	John	Buccola	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Community	—	Occasional▾	Christi	—	—	·	—	—	—	—
Monica Alcantar	Ability First	Center Director	malcantar@abilityfirst.org	—	—▾	—▾	—	Mar 18, 2026	—	Monica	Alcantar	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Ability First	Occasional▾	Christi	—	—	·	—	—	—	—
Lee Hutter	Curated Wealth Partners	—	lh@curatedwealthpartners.com	—	—▾	—▾	—	Mar 20, 2026	—	Lee	Hutter	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Community	—	Occasional▾	Christi	—	—	·	—	—	—	—
KrebsOnSecurity	KrebsOnSecurity	—	bk@krebsonsecurity.com	—	—▾	—▾	—	Apr 7, 2026	—	Brian	Krebs	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Community	—	Active▾	Christi	—	—	·	—	—	—	—
Sean Spicer	Hanna IS	Revenue Operations Manager	sean.spicer@hannais.com	—	—▾	—▾	—	Apr 1, 2026	—	Sean	Spicer	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Hanna IS	Occasional▾	Christi	—	—	·	—	—	—	—
Shawn McWilliams	Beta Bionics	Manager, IT Infrastructure and Security	smcwilliams@betabionics.com	—	—▾	—▾	—	Mar 25, 2026	—	Shawn	McWilliams	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	BetaBionics	Occasional▾	Christi	—	—	·	—	—	—	—
MSPCFO	MSPCFO	—	lcobrin@mspcfo.com	—	—▾	—▾	—	Mar 24, 2026	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Occasional▾	Christi	—	—	·	—	—	—	—
Ahmad Mehrez	CBRE	IT (title TBD)	ahmad.mehrez@cbre.com	—	—▾	—▾	—	Apr 7, 2026	CBRE IT contact. Toronto. Christi says he's important for her. Title unknown - look up on next interaction.	Ahmad	Mehrez	—	—	—	—	—	—	—	—	—	—	—	—	Email	Email▾	Client Contact	CBRE	Active▾	Christi	Emailed 4/8 RE: Follow Up. Based in Toronto. Christi flagged him as 'pretty important'.	—	·	—	Decision Maker	—	—
Michael Ashkenasi	DTLA Alliance	Director, Administration & Policy	mashkenasi@downtownla.com	—	—▾	—▾	—	Apr 2, 2026	—	Michael	Ashkenasi	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	DTLA Alliance	Occasional▾	Christi	—	—	·	—	—	—	—
Chris Huang	Arc Capital Partners	Senior Vice President	chuang@arccapitalpartners.com	—	—▾	—▾	—	Mar 30, 2026	—	Chris	Huang	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Arc Capital Partners	Active▾	Christi	—	Claude Cowork, Claude Desktop Roll-out	·	—	—	—	—
Wendy Rodriguez	Ability First	—	wrodriguez@abilityfirst.org	—	—▾	—▾	—	Mar 18, 2026	—	Wendy	Rodriguez	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Ability First	Active▾	Christi	—	—	·	—	—	—	—
Melanie Navas	Inspire Your Day	—	melanie@inspireyourday.com	—	—▾	—▾	—	Apr 2, 2026	—	Melanie	Navas	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Community	—	Occasional▾	Christi	—	—	·	—	—	—	—
Carl Gayden	Ability First	CFO	cgayden@abilityfirst.org	—	—▾	—▾	—	Apr 8, 2026	Insisted on retaining access to all historical data when he joined. Has login to FBO Solutions server.	Carl	Gayden	—	—	CFO	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Ability First	VIP▾	Christi	02-25 IT Finance Meeting	—	·	—	Decision MakerExecutive	—	—
Bridget Grisby	SCHARP	—	bridget.grisby@scharpca.org	—	—▾	—▾	—	Mar 27, 2026	—	Bridget	Grisby	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	SCHARP	Active▾	Christi	—	—	·	—	—	—	—
Jessica	Ability First	Staff	jdelgado@abilityfirst.org	—	—▾	—▾	—	—	Massively helpful lately - 'night and day difference from the Jessica I met a year ago.' Christi requested kudos be given to her. Sent 16-person disable/remove list proactively.	Jessica	—	—	—	Staff	—	—	—	—	—	—	—	—	—	—	Meeting▾	Client Contact	Ability First	Active▾	Christi	03-26 Professional Catch-Up	—	·	—	—	—	—
Grant Herlitz	Irongate LLC	President	—	+12147346001	Crimson IT▾	Client▾	I want it now personality. Fast mover, no patience for delays. C-suite executive who dabbles in tech — building Atlas Assistant with Claude Code.	—	President of Irongate. Former President of The Howard Hughes Corporation. Deep real estate ops and strategy background. Building Atlas Assistant (AI email/workflow tool similar to AdaptoInbox). Given Application Developer role in Azure Entra (expires on prod, dedicated dev account planned). Anzor wants him hooked on Crimson AI capabilities. Strategic relationship for referrals.	Grant	Herlitz	—	—	President	—	—	https://irongp.com/about	—	—	—	—	—	—	Crimson IT client - Anzor introduction	—▾	—	Irongate	VIP▾	Christi Brown	—	—	·	—	—	—	—
Mike Yasuma	Crimson IT	Account Manager / Backup vCIO (SCHARP)	mike.yasuma@crimsonit.com	—	—▾	—▾	—	—	Full Hudu access. Helps with project work behind the scenes. Handles money conversations (Christi doesn't like talking about billing).	Mike	Yasuma	—	—	Account Manager	—	—	—	—	—	—	—	—	—	—	Email▾	Crimson Internal	Crimson IT	Active▾	Christi	Multiple transcripts	—	·	—	—	—	—
Delia Valenzuela	Ability First	Operations Manager	dvalenzuela@abilityfirst.org	—	—▾	—▾	—	Mar 18, 2026	—	Delia	Valenzuela	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Ability First	Active▾	Christi	—	—	·	—	—	—	—
Michuan Fleming	Ability First	COO / Chief People Officer	mfleming@abilityfirst.org	—	—▾	—▾	—	Apr 8, 2026	Primary contact. Policy approver for company policies. Works closely with Christi on HR/IT coordination. First to get dashboard access (with Susanna, Michelle).	Michuan	Fleming	—	—	COO / Chief People Officer	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Ability First	VIP▾	Christi	02-25 IT Finance Meeting	—	·	—	Decision MakerExecutive	—	—
AnswerConnect Client Services	AnswerConnect	—	clientservices@answerconnect.com	—	—▾	—▾	—	Apr 7, 2026	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Active▾	Christi	—	—	·	—	—	—	—
Ray Tabizon	CBRE (Brookfield)	—	ray.tabizon@cbre.com	—	—▾	—▾	—	Mar 18, 2026	—	Ray	Tabizon	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Brookfield	Occasional▾	Christi	—	—	·	—	—	—	—
Alex Grahmann	Journey of Faith	—	alex.grahmann@journeyoffaith.com	—	—▾	—▾	—	Mar 17, 2026	—	Alex	Grahmann	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Prospect	—	Occasional▾	Christi	—	—	·	—	—	—	—
Dominic Yesilevsky	—	—	dominicyesilevsky@gmail.com	—	—▾	—▾	—	Mar 31, 2026	—	Dominic	Yesilevsky	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Personal	—	Active▾	Christi	—	—	·	—	—	—	—
Michael Ricca	Comcast	—	michael_ricca@comcast.com	—	—▾	—▾	—	Mar 26, 2026	—	Michael	Ricca	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Occasional▾	Christi	—	—	·	—	—	—	—
Josie Garcia	Ability First	Administrative Assistant	jgarcia@abilityfirst.org	—	—▾	—▾	—	Mar 25, 2026	—	Josie	Garcia	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Ability First	Occasional▾	Christi	—	—	·	—	—	—	—
Daniel	Dynamic Cyber Innovations (DCI)	Partner	—	—	—▾	—▾	—	—	Previous meeting with Smart Dispatch walkthrough.	Daniel	—	—	—	Partner	—	—	—	—	—	—	—	—	—	—	Meeting▾	Vendor	—	Active▾	Christi	04-01 Pen Testing Kickoff	—	·	—	Decision Maker	—	—
ScalePad Success	ScalePad	—	success@scalepad.com	—	—▾	—▾	—	Mar 27, 2026	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Occasional▾	Christi	—	—	·	—	—	—	—
Matt C	Sherweb	Security and Continuity Specialist	—	—	—▾	—▾	—	—	Contact for Drop Suite transfer process.	Matt	C	—	—	Security and Continuity Specialist	—	—	—	—	—	—	—	—	—	—	Meeting▾	Vendor	—	Occasional▾	Christi	04-07 Microsoft Licensing meeting	—	·	—	—	—	—
Mike Primicerio	Insurance The Easy Way	—	mike@insurancetheeasyway.com	—	—▾	—▾	—	Mar 11, 2026	—	Mike	Primicerio	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Occasional▾	Christi	—	—	·	—	—	—	—
Christian	Crimson IT	Technical/Billing Support (Philippines)	christian@crimsonit.com	—	—▾	—▾	—	—	Philippines-based team member.	Christian	—	—	—	Technical/Billing Support	—	—	—	—	—	—	—	—	—	—	Meeting▾	Crimson Internal	Crimson IT	Occasional▾	Christi	04-07 Microsoft Licensing meeting	—	·	—	—	—	—
Zach (Comdirect)	Comdirect USA	—	zach@comdirectusa.com	—	—▾	—▾	—	Mar 11, 2026	—	Zach	—	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Occasional▾	Christi	—	—	·	—	—	—	—
Victor (Vic)	Sherweb	Technical/Support	—	—	—▾	—▾	—	—	Created Microsoft price increase document.	Victor	—	—	—	Technical/Support	—	—	—	—	—	—	—	Birthday: April 16th	—	—	Meeting▾	Vendor	—	Active▾	Christi	04-07 Microsoft Licensing meeting	—	·	—	—	—	—
Jack Barbour	SCHARP	Executive Director	jack.barbour@scharpca.org	—	—▾	—▾	—	Mar 16, 2026	Key decision maker. Not used to having a CIO at the table - Christi advised to 'tell, don't ask' to join ELT meetings. Anzor planning dinner with him.	Jack	Barbour	—	—	Executive Director	—	—	—	—	—	Vodka (Anzor bringing bottle as gift)	—	—	—	—	Email▾	Client Contact	SCHARP	VIP▾	Christi	02-27 1on1 with Anzor	—	·	—	Decision MakerExecutive	—	—
BSS Net	BSS Net	—	system@bssnet.com	—	—▾	—▾	—	Mar 17, 2026	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Occasional▾	Christi	—	—	·	—	—	—	—
Sherweb Support	Sherweb	—	support@sherweb.com	—	—▾	—▾	—	Apr 6, 2026	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Active▾	Christi	—	—	·	—	—	—	—
Tyler Sanders	Cotsen Foundation	Staff	tsanders@cotsen.org	—	—▾	—▾	—	Apr 7, 2026	—	Tyler	Sanders	—	—	Staff	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Cotsen Foundation	Active▾	Christi	12-08 Cotsen AI Roadmap Discussion	—	·	—	—	—	—
Pratt	SCHARP	Staff	—	—	—▾	—▾	—	—	Just started using Zoho Desk.	Pratt	—	—	—	Staff	—	—	—	—	—	—	—	—	—	—	Meeting▾	Client Contact	SCHARP	Occasional▾	Christi	03-02 Weekly Check-in with Pete	—	·	—	—	—	—
Marc Guren	Karney Properties	Head of IT, Strategic and Financial Advisor	marc_guren@karney.net	—	—▾	—▾	—	Mar 18, 2026	—	Marc	Guren	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Karney Properties	Active▾	Christi	—	AI Training Syllabus, Apple Issues	·	—	—	—	—
Monty	Crimson IT	VIP Support	—	—	—▾	—▾	—	—	Created original client data structures in Teams.	Monty	—	—	—	VIP Support	—	—	—	—	—	—	—	—	—	—	Meeting▾	Crimson Internal	Crimson IT	Active▾	Christi	Multiple transcripts	—	·	—	—	—	—
Monica	Mobility Pros	Director of Operations	monica@mobilitypros.com	—	—▾	—▾	Grateful, cooperative, follows instructions well	Mar 25, 2026	50 employees across 2 companies. 3 offices: Lake Forest (HQ), Downey, Riverside. Google Workspace Business Plus. No MFA, no IT dept, no email security. Referred through Charles Lee at Kellogg (Vistage group). Willing to have drinks after incident resolved.	Monica	—	—	714-877-5947	Director of Operations	—	—	—	—	—	Open to drinks (mentioned needing one after breach)	—	—	—	Referred through Charles Lee at Kellogg (Vistage group connection to Anzor)	Email▾	Prospect	MobilityPros	Active▾	Christi	03-05 Mobility Pros Consultation - emergency breach response	—	·	—	Decision Maker	—	—
Nathan Smith	DC Innovations	—	nsmith@dcinnovationsinc.com	—	—▾	—▾	—	Apr 6, 2026	—	Nathan	Smith	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Active▾	Christi	—	—	·	—	—	—	—
Johnny Kemmet	CDW	—	johnny.kemmet@cdw.com	—	—▾	—▾	—	Apr 7, 2026	—	Johnny	Kemmet	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Active▾	Christi	—	—	·	—	—	—	—
Jham	Ability First	Staff	jhamstaff@abilityfirst.org	—	—▾	—▾	—	—	To be called out for kudos in next email.	Jham	—	—	—	Staff	—	—	—	—	—	—	—	—	—	—	Meeting▾	Client Contact	Ability First	Occasional▾	Christi	03-26 Professional Catch-Up	—	·	—	—	—	—
Steve Luna	Cotsen Foundation	Finance Department	sluna@cotsen.org	—	—▾	—▾	—	Apr 7, 2026	Asked detailed cost questions. Wants written proposal with time frames. Apple/Mac ecosystem awareness (50% staff on iMac). Finance drives decisions with written proposals.	Steve	Luna	—	—	Finance	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Cotsen Foundation	Active▾	Christi	12-08 Cotsen AI Roadmap Discussion	—	·	—	Decision Maker	—	—
Mayra Alcala	Ability First	Salesforce User	malcala@abilityfirst.org	—	—▾	—▾	—	Apr 2, 2026	Christi working on Salesforce stuff for her.	Mayra	Alcala	—	—	Staff	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Ability First	Active▾	Christi	03-26 Professional Catch-Up	—	·	—	—	—	—
Pete	Crimson IT	COO	Pete@crimsonit.com	—	—▾	—▾	Communication: Collaborative, wants alignment before action	—	Regular weekly check-ins with Christi. Approves account staffing, handles sales conversations. Has kids. Thoughtful about work-life balance. Prefers to be asked rather than told about scheduling changes.	Pete	—	—	—	COO	—	—	—	—	—	Bourbon	—	Has kids (scheduling consideration)	—	—	Meeting▾	Crimson Internal	Crimson IT	VIP▾	Christi	02-27 Weekly Check-in, 03-02 Weekly Check-in	—	·	—	Decision MakerExecutive	—	—
Tanya	Weingart Center Association	Executive	—	—	—▾	—▾	—	—	Jason has meeting with her, needs policies for discussion.	Tanya	—	—	—	Executive	—	—	—	—	—	—	—	—	—	—	Meeting▾	Client Contact	Weingart	VIP▾	Christi	04-07 Weingart meeting	—	·	—	Decision MakerExecutive	—	—
Matthew Cancel	SecurityHQ	—	mcancel@securityhq.com	—	—▾	—▾	—	Apr 3, 2026	—	Matthew	Cancel	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Prospect	—	Occasional▾	Christi	—	—	·	—	—	—	—
Rich	Dynamic Cyber Innovations (DCI)	Partner	—	—	—▾	—▾	—	—	—	Rich	—	—	—	Partner	—	—	—	—	—	—	—	—	—	—	Meeting▾	Vendor	—	Active▾	Christi	04-01 Pen Testing Kickoff	—	·	—	Decision Maker	—	—
Neville Rhone Jr	Arc Capital Partners	Managing Partner	nrhone@arccapitalpartners.com	—	—▾	—▾	—	Mar 30, 2026	—	Neville	Rhone Jr	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Arc Capital Partners	Active▾	Christi	—	M365 MCP, Claude Cowork, Claude Desktop Roll-out	·	—	—	—	—
Blake (Comdirect)	Comdirect USA	—	blake@comdirectusa.com	—	—▾	—▾	—	Mar 31, 2026	—	Blake	—	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Active▾	Christi	—	—	·	—	—	—	—
Brett Johnston	Westwood Financial	Senior Vice President	brett@westfin.com	—	—▾	—▾	Primary Westwood contact for the AdaptoInbox / intelligent mail application rollout and the Base44 to Azure migration. Direct, gives specific product feedback. Turned off automatic draft replies as too aggressive; drafts revamp promised for the following week.	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—▾	Client Contact	Westwood Financial	VIP▾	—	—	—	·	—	Decision MakerExecutive	—	—
M. Duffy	Mobility Pros	—	mduffy@mobilitypros.com	—	—▾	—▾	—	Mar 19, 2026	—	M.	Duffy	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Prospect	MobilityPros	Occasional▾	Christi	—	—	·	—	—	—	—
Sergio Rizzo-Fontanesi	Ability First	CEO	sfontanesi@abilityfirst.org	—	—▾	—▾	—	—	—	Sergio	Rizzo-Fontanesi	—	—	CEO	—	—	—	—	—	—	—	—	—	—	Meeting▾	Client Contact	Ability First	VIP▾	Christi	From CLAUDE.md reference	—	·	—	Decision MakerExecutive	—	—
Luke Gaba	Absolute	—	lgaba@absolute.com	—	—▾	—▾	—	Mar 20, 2026	—	Luke	Gaba	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Occasional▾	Christi	—	—	·	—	—	—	—
Rachel Lee	Silvprop	—	rlee@silvprop.com	—	—▾	—▾	—	Mar 11, 2026	—	Rachel	Lee	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Occasional▾	Christi	—	—	·	—	—	—	—
Robert McRae III	Belay Investment Group	Investment Analyst	rmcrae@belayinvestmentgroup.com	—	—▾	—▾	—	Mar 17, 2026	—	Robert	McRae III	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Belay	Active▾	Christi	—	—	·	—	—	—	—
Esther Garrison	Eldridge Acre	Controller	esther.garrison@eldridgeacre.com	—	—▾	—▾	—	Apr 2, 2026	—	Esther	Garrison	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	Eldridge Acre	Occasional▾	Christi	—	—	·	—	—	—	—
Darva Coleman	SCHARP	Director of Finance & Accounting	darva.coleman@scharpca.org	—	—▾	—▾	—	Apr 6, 2026	—	Darva	Coleman	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Client Contact	SCHARP	Active▾	Christi	—	—	·	—	—	—	—
Tommy Pham	Absolute	—	topham@absolute.com	—	—▾	—▾	—	Mar 27, 2026	—	Tommy	Pham	—	—	—	—	—	—	—	—	—	—	—	—	—	Email▾	Vendor	—	Active▾	Christi	—	—	·	—	—	—	—
Anton	Crimson IT	Manager of Security Services	anton@crimsonit.com	—	—▾	—▾	Communication: Technical, thorough, prefers async when possible	—	Used to be head of IT for a bank. Starts work at 6 AM PST. Has kids.	Anton	—	—	—	Manager of Security Services	—	—	—	—	—	—	—	Has kids (scheduling consideration)	—	—	Meeting▾	Crimson Internal	Crimson IT	Active▾	Christi	04-01 Pen Testing Kickoff, 03-05 Mobility Pros breach response	—	·	—	—	—	—

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