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Contract Fulfillment
Contract Last Contract Description Contract Date Last Meeting Next Meeting Contract Value Paid Upfront Meetings Scheduled Meetings Fulfilled Value Fulfilled Remaining Value Internal Rep Status Parameters
1 Kameron Jones Kameron Jones - Southern California 1/15/2019 9/10/2020 12:00 AM   $30,000.00 $30,000.00   5 $10,000.00 $20,000.00 Fred Barstein Funded California (213,323,626) - Los Angeles and Area to the East, (310,424) - Santa Monica and Surrounding Area, (619,858,949) - San Diego and Areas to the North, (657,714,909,951) - Anaheim, San Bernardino, & Riverside Areas
5 Michael Pierce Mike Pierce - Maryland (Baltimore) 3/25/2019 3/6/2020 12:00 AM 9/30/2020 12:00 AM $10,000.00 $6,250.00 1 3 $3,500.00 $6,500.00 Jeff Weber Funded Maryland (State with a focus on Baltimore) - $7M - $25M Waiting for TPSU program completeion
29 Nathan Fisher Nathan Fisher - Seattle - $3M - 10M 4/8/2019 9/17/2019 12:00 AM   $10,000.00 $10,000.00   1 $1,000.00 $9,000.00 Fred Barstein Funded Washington (206,253,360,425,564) - Seattle, Western Washington State
42 Sue Perez Sue Perez - South Florida (Under $50M) 5/30/2019 6/17/2020 12:00 AM   $10,000.00 $6,500.00   3 $5,500.00 $4,500.00 Brad Weber Funded Florida (305,561,754,786,954) - Miami, Ft. Lauderdale, Palm Beach County
16 Mark Laughton Mark Laughton - Palo Alto / San Jose - $3M-$10M 7/16/2019     $10,000.00 $5,000.00       $10,000.00 Jeff Weber Funded California (408,650,669,831) - San Jose and Surrounding Area. Not interested in 403b
45 Marco Melero Marco Melero - Dallas / Houston - $7M-$20M 7/24/2019 6/3/2020 12:00 AM   $9,250.00 $9,250.00   5 $6,500.00 $2,750.00 Jeff Weber Funded Texas (214,469,682,817,972) - Dallas, (281,713,832) - Houston and Surrounding Area
49 Chris Thixton Chris Thixton - National (Over $10M) 5/20/2020 8/3/2020 12:00 AM 9/22/2020 12:00 AM $52,000.00 $52,000.00 3 4 $9,250.00 $42,750.00 Fred Barstein Funded All areas except (over $10M in assets): NW like WA state & OR, Bay Area (SF/N CA), S Cal, S Fl (Tampa/Orlando/Jax ok), DC area north to New England, Chicago, Minneapolis NO Attys, CPAs, Finance co’s, Colleges using TIAA, Vanguard plans, Focus on targeted area where we have conducted TPSU in past 3 y...