Eleanor Whitlock
Person
Rookhaven Asset Management · champion
Eleanor Whitlock is Rookhaven's Head of Client Data and the CRM champion for the open Enterprise proposal. She sets the evaluation criteria and runs the security review route, but cannot speak for the COO, who approves the deal.
Who they are
Insight
As at Fri 9 Oct 2026Eleanor Whitlock is Rookhaven's Head of Client Data and the CRM champion for the open Enterprise proposal. She sets the evaluation criteria and runs the security review route, but cannot speak for the COO, who approves the deal.
Role: Head of Client Data at Rookhaven Asset Management, marked champion in the CRM. She has been on the discovery, demo and proposal calls since 9 Jun 2026 and sets the evaluation criteria: one client view and lineage for every answer.
Influence: she shapes scope and the security route, brings colleagues in, and sets conditions on demos. She does not decide. On the 15 Sep 2026 call she said she cannot speak for the COO on the figure.
Watch: Julian Ferrers, the COO, stays out until the security review concludes. The written split of implementation and subscription is owed. The 18 Dec 2026 target is possible but not certain.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Rookhaven Asset Management | Head of Client Data | champion | eleanor.whitlock@rookhaven.example |
Activity
- 16 Sep 2026email threadProposal follow-up and next steps
- 15 Sep 2026callRookhaven Asset Management / BG-Demo – Proposal
- 9 Sep 2026email threadFinding a time to go through the proposal
- 20 Aug 2026callRookhaven Asset Management / BG-Demo – Demo
+2 - 14 Aug 2026email threadBooking a demo slot
- 29 Jul 2026email threadThanks for the demo, and next steps
+1 - 28 Jul 2026callRookhaven Asset Management / BG-Demo – Demo+1
- 9 Jun 2026email threadRookhaven: notes after discovery and what comes next
- 9 Jun 2026callRookhaven Asset Management / BG-Demo – Discovery
- 3 Jun 2026email threadFinding a time for a first conversation
- 20 Apr 2026dealRookhaven Asset Management – New