Wealth Ops
Second Brain
First-Year Program

Quintero & Co.

Gita Quintero · HENRY · $286K · Vanguard

On TrackLow riskAdvisor: Marcus Chen · Ops: Lena Park
Experience score
89/100
90-Day EngagementDay 31 / target 60
Journey type
Planning-Only
Next milestone
Advance to 6-Month Review
Due
2026-06-10
Marketing sequence
Welcome — HNW Transfer
Started
2025-05-05
Notes
On cadence. Advance to 6-Month Review due 2026-06-10.

Calendar & work orchestration

Tier C
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionComplianceLow
Trusted contact form
Request and file trusted-contact form. (Quintero & Co.) · due 2026-05-25 · owner Marcus Chen
Upcoming events (0)

No scheduled meetings.

Open work (3)
+13d
Document Collection
Trusted contact formComplianceLowTier C
Request and file trusted-contact form. (Quintero & Co.)
1Y
+43d
Document Collection
Trusted contact formComplianceLowTier C
Request and file trusted-contact form. (Quintero & Co.)
1Y
+20d
Reminder
Update CRM with meeting outcomeOperationsLowTier C
Log notes and next steps in CRM. (Quintero & Co.)
1Y

Milestones

  • Signed2025-05-07
  • KYC completed2025-05-13
  • Accounts opened2025-05-18
  • Transfer initiated2025-05-20
  • Funded2025-05-27
  • Welcome call2025-05-28
  • First plan delivered2025-05-31
  • 30-day review2025-06-05
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Quarterly review prep
    email · Ops · goal: Send agenda + portfolio snapshot
    Hybrid2026-04-09
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-04-22
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-01-18
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-01-21
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-02-02
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-02-17
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-03-04
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-02-28
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-03-16
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-03-15

Household journey brief

Synthesize the journey, surface risks, and draft the next advisor touch.