Know your CEAs
This CEA can read basic Japanese
Who is James?
After creating a process, this is the extra step recommended when your client has an urgent cash request
What is pinging the CEA team?
This furry friend has been a loyal companion on at least 10 cross country roadtrips
Who is Nala?
This is the year Quantum 1.0 was founded
What is 2005?
These three Quants are colorblind
Who are Ryan, Scott, and Wende?
This CEA won a national title with their college dance team
Who is Allie?
This is the email address used to reach the CEA team
What is service@quantumadvisors.com?
This furry friend was born in Tijuana
Who is Mika?
These two sets of teammates previously worked together at jobs unrelated to Quantum
Who are Dave & Sean and Allie & Ryan?
These two quants have a background in martial arts
Who are John and Kimberly?
This CEA was valedictorian of their preschool class
Who is Tracy?
This is the best way to notify a CEA if there is an update to a process they are working on
What is @-ing them in a feed comment?
This furry friend was named after a reindeer
Who is Dash?
This is the name on the special champagne label created when we reached $1B in AUM
What is Tres Comas?
This Quant worked at a financial planning firm with a Wizard of Oz themed name
Who is Adam?
This CEA drinks at least 3 cups of coffee every morning
Who is Jho?
This is the best place to put all necessary info in a process
What is the Quantum Description?
This furry friend shares a name with a client’s baby born around the same
Who is Winnie?
This is how we tracked client work prior to using Practifi processes
What is the Interim Queue Spreadsheet?
This is the number of Quant spouses who share a name with a Quant
What is 5?
(Tracy's husband Dave, Wende's husband Jon, Ryan's wife Kim, Jess's husband Scott, Allie's husband James)
This CEA had their wisdom teeth removed while awake
Who is James?
A check is deposited on Monday, this is the day the funds are available to invest
What is Friday?
This furry friend is afraid of cans
Who is Hercules?
These are our four strategic pillars
What are Expertise, Excellence, Enjoy, and Growth?
This Quant is a relative of Babe Ruth
Who is Matt?