MON 08/10/26

 MON 08/10/26

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Filed various monthly WESTMONT utility statements in TOMMY office file cabinet

• Filed TOMMY/JOEL October trip information at TOMMY desk for future reference noting that parking arrangement at airport garage would need to happen some time this work week

• At shop from 9:30am to 11:30am covering for TOMMY as he was on personal matters at car dealership

• Continued draft of final TOMMY legal/attorney meeting checklist, printed current understood draft language documents for reference in Tuesday execution meeting and to ensure select/few important sections were accurate on final execution/signatory documents

• Drafted email and sent to TOMMY Fidelity representative requesting a phone call to discuss important aspects of TOMMY recently acquired Annuity product; asked for a phone call to be scheduled for Friday 08/14/26 tentatively

• Drafted similar email to TOMMY Capital Bank representatives requesting a phone meeting to discuss important details around  TOMMY personal instruments on Thurs/Friday of this week

• Received reply from Fidelity representative of scheduled phone discussion fo 08/14/26 at 10am

• Recieved “out of office till…” message from Capital Bank representative; made note to phone back once rep is back in office.

• Sent further requests to CHRRL payables department, like several over the past three months requesting their contact information be updated so that our old employee no longer receives important client payment information.