Rizwan Patel

Rizwan Patel

Person

Penwortham Mutual: documents logo Penwortham Mutual: documents · it_security

Rizwan Patel is Head of Information Security at Penwortham Mutual, recorded in the CRM as the IT security contact. He joined the 4 Jun 2026 kickoff call and pressed on where data sits and how often it refreshes. The record is thin: one call, no threads or tickets.

Who they are

Insight

Current to 12 Oct 26

Rizwan Patel is Head of Information Security at Penwortham Mutual, recorded in the CRM as the IT security contact. He joined the 4 Jun 2026 kickoff call and pressed on where data sits and how often it refreshes. The record is thin: one call, no threads or tickets.

Role: Head of Information Security at Penwortham Mutual, based in Preston, with the CRM role it_security. He attended the 4 Jun 2026 kickoff alongside Clare Huddleston and Phil Catterall.

Influence: the evidence does not show who signs off the security review. His questions on data location and refresh frequency suggest he will shape that review, but the record does not show he can block or approve the deal.

Watch: the security review has no date yet. Before the next conversation, be ready to explain where data sits and how often it refreshes, and check the stated connector timing against the order form.

AI · claude-sonnet-5-5 · 12 Oct 2026

CRM records

OrganisationTitleRoleEmail
Penwortham MutualHead of Information Securityit_securityrizwan.patel@penworthammutual.example

Activity

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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What the data covers

DataRecords
Organisations150
People at customers573
BB-Demo staff48
Calls1,382
Email threads2,122
Support tickets789
Documents850
Deals217
Invoices187
Events49
News items84

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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