Henry Calloway
Person
Rookhaven Asset Management: documents · user
Head of Client Service at Rookhaven Asset Management. A positive, engaged user-side voice in the Enterprise evaluation, not the approver. He is to supply his team's common questions and a glossary of client terms.
Who they are
Insight
Current to 11 Oct 26Head of Client Service at Rookhaven Asset Management. A positive, engaged user-side voice in the Enterprise evaluation, not the approver. He is to supply his team's common questions and a glossary of client terms.
Role: Head of Client Service at Rookhaven, recorded in the CRM with the role of user. He joined the evaluation from the client service side, alongside data engineering.
Influence: He is engaged and positive. He said a written, sourced answer would end half of the quarterly argument between client service and distribution. He asked about training time and exit. Julian is the approver, and Eleanor Whitlock leads the evaluation.
Watch: He owes a short question list, and the thread does not show whether it arrived. He also said client data sits in several systems, so connector scope may widen.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Rookhaven Asset Management | Head of Client Service | user | henry.calloway@rookhaven.example |
Activity
- 20 Aug 2026callRookhaven Asset Management / BB-Demo – Demo
+2 - 29 Jul 2026email_threadThanks for the demo, and next steps
+1 - 28 Jul 2026callRookhaven Asset Management / BB-Demo – Demo+1
- 15 May 2025eventBB-Demo webinar
+8 - 30 Apr 2025email_threadWebinar invitation for you and your client service team