People
16 contacts
ⓘProfiles are the heart of the systemexpand
The roster is ordered by relationship status, filterable by status chips or text. Open any profileto see the full template: a snapshot (role, contact info, strength, keep-warm cadence, tags), the four markdown sections — Relationship Intelligence, Business Context, Engagement Strategy, Notes — every one editable in place, plus that person's deals, open items, and a dated interaction log. Logging an interaction there bumps their last-touch date and resets the keep-warm clock. Try James Park for the richest example in the demo.
- Bill Hartley🔥ActiveRetired carrier CEO · board memberBoards: two mutuals and an insurtechTrustedtouched 2026-06-23Next: Monthly call — ask for read on Stonebridge board appetite
- Maya Chen🔥ActiveCo-founder & CEONext: Await board outcome (their meeting is this week), then send SOW
- Sarah Lindqvist🔥ActiveChief Underwriting OfficerNext: Follow up on retainer proposal redlines
- Tom Okafor🔥ActiveManaging PartnerNext: Draft advisory term sheet; send landscape map to Omar first
- James Park🤝ClientChief Operating OfficerNext: Send Phase 1 readout deck draft before Tuesday steering committee
- Karen Whitfield🔍ExploringChief Claims OfficerVerity Claims TechnologyAcquaintancetouched 2026-06-26Next: Book the follow-up call — owed since the summit
- Priya Nair🔍ExploringPartnerNext: Send feasibility sprint one-pager
- Robert Ellis🔍ExploringAngel investor · former MGA founderSold his MGA in 2023Warmtouched 2026-06-18Next: Build the one-page studio economics model
- Anna Sokolova🌱NewCo-founder & CTO
- David Rosen🌱NewFounder & CEONext: Decide on advisory scope vs. referral
- Grace Kimura🌱NewProgram Manager, Underwriting Ops
- Lisa Tran🌱NewCo-founder & Head of DataNext: Schedule product deep-dive call
- Omar Haddad🌱NewPrincipalNext: Send landscape map
- Elena Vasquez⏸️On holdVP ClaimsNext: Mid-September check-in before Q4 planning
- Mark Sullivan😴DormantManaging Director
- Nick DeMarco😴DormantSenior Broker, E&S PropertyAt a national wholesalerAcquaintancetouched 2026-04-15
| Name | Company | Status | Strength | Last touch | Next action |
|---|---|---|---|---|---|
| Bill Hartley Retired carrier CEO · board member | Boards: two mutuals and an insurtech | 🔥Active | Trusted | 2026-06-23 | Monthly call — ask for read on Stonebridge board appetite |
| Maya Chen Co-founder & CEO | Brightline AI | 🔥Active | Warm | 2026-07-13 | Await board outcome (their meeting is this week), then send SOW |
| Sarah Lindqvist Chief Underwriting Officer | Meridian Specialty Group | 🔥Active | Warm | 2026-07-10 | Follow up on retainer proposal redlines |
| Tom Okafor Managing Partner | Northgate Capital | 🔥Active | Trusted | 2026-07-07 | Draft advisory term sheet; send landscape map to Omar first |
| James Park Chief Operating Officer | Atlas Underwriting Partners | 🤝Client | Trusted | 2026-07-16 | Send Phase 1 readout deck draft before Tuesday steering committee |
| Karen Whitfield Chief Claims Officer | Verity Claims Technology | 🔍Exploring | Acquaintance | 2026-06-26 | Book the follow-up call — owed since the summit |
| Priya Nair Partner | Cascadia Re | 🔍Exploring | Acquaintance | 2026-06-28 | Send feasibility sprint one-pager |
| Robert Ellis Angel investor · former MGA founder | Sold his MGA in 2023 | 🔍Exploring | Warm | 2026-06-18 | Build the one-page studio economics model |
| Anna Sokolova Co-founder & CTO | Brightline AI | 🌱New | Acquaintance | 2026-06-29 | — |
| David Rosen Founder & CEO | Lumen Programs | 🌱New | Cold | 2026-07-01 | Decide on advisory scope vs. referral |
| Grace Kimura Program Manager, Underwriting Ops | Atlas Underwriting Partners | 🌱New | Warm | 2026-07-15 | — |
| Lisa Tran Co-founder & Head of Data | Quill Analytics | 🌱New | Acquaintance | 2026-07-04 | Schedule product deep-dive call |
| Omar Haddad Principal | Northgate Capital | 🌱New | Acquaintance | 2026-07-07 | Send landscape map |
| Elena Vasquez VP Claims | Stonebridge Insurance Holdings | ⏸️On hold | Warm | 2026-06-01 | Mid-September check-in before Q4 planning |
| Mark Sullivan Managing Director | Harborview Risk Advisors | 😴Dormant | Warm | 2026-03-01 | — |
| Nick DeMarco Senior Broker, E&S Property | At a national wholesaler | 😴Dormant | Acquaintance | 2026-04-15 | — |