INSTITUTIONAL CAPITAL NETWORK - History of Changes


DateDescription
2023-05-27 delete contact_pages_linkeddomain coloradofsc.com
2023-05-27 delete person Andy Van Erp
2023-05-27 delete phone (877) 794-9448 ext. 703
2023-05-27 delete phone (877) 794-9448 ext. 715
2023-05-27 insert phone (781) 631-3201
2022-05-08 insert contact_pages_linkeddomain coloradofsc.com
2022-04-05 delete contact_pages_linkeddomain pardot.com
2022-04-05 delete source_ip 50.22.27.204
2022-04-05 insert source_ip 141.193.213.10
2022-04-05 update robots_txt_status aiinsight.com: 200 => 404
2022-04-05 update website_status FlippedRobots => OK
2022-03-10 update website_status OK => FlippedRobots
2021-12-06 delete cfo William Hillemeyer
2021-12-06 insert legal_emails le..@icapitalnetwork.com
2021-12-06 delete person William Hillemeyer
2021-12-06 insert email le..@icapitalnetwork.com
2021-12-06 insert person Patty Villani
2021-12-06 update person_description Sommer Herman => Sommer Herman
2021-12-06 update person_title Ann Saline: Assistant Vice President, Platform Product => Assistant Vice President, Client Technical Services
2021-12-06 update person_title Jen Ronan: VP - Client Engagement => Vice President - Platform Product
2021-12-06 update person_title Jennifer Simon: Senior Vice President, Integration; Partner => Senior Vice President, Platform Products; Partner
2021-08-07 delete ceo Sherri Cooke
2021-08-07 delete coo Jennifer Simon
2021-08-07 delete evp Jennifer Simon
2021-08-07 delete president Sherri Cooke
2021-08-07 delete address 659 High Street Worthington, Ohio 43085
2021-08-07 delete person Katrina Turner
2021-08-07 insert address One Grand Central Place 60 East 42nd Street, 26th Floor New York, NY 10165
2021-08-07 update person_description Heather Muckle => Heather Muckle
2021-08-07 update person_description Lucas Johnson => Lucas Johnson
2021-08-07 update person_title Ann Saline: Senior Director - Financial Firm Implementation and Client Services => Assistant Vice President, Platform Product
2021-08-07 update person_title Cheryl Clum: Senior Director - Platform Management => Assistant Vice President, Platform Product
2021-08-07 update person_title Cristina Oliver: Financial Firm Engagement Consultant => Assistant Vice President, Platform Product
2021-08-07 update person_title Heather Muckle: Senior Director of Marketing => Assistant Vice President, Marketing
2021-08-07 update person_title Jennifer Ronan: Vice President - Client Engagement => Vice President, Platform Product
2021-08-07 update person_title Jennifer Simon: Chief Operating Officer; Executive Vice President; Partner => Senior Vice President, Integration; Partner
2021-08-07 update person_title Laura Sexton: Senior Director - Program Management => Assistant Vice President, Research and Diligence
2021-08-07 update person_title Sherri Cooke: CEO and Founder of AI Insight, Inc; Chief Executive Officer; President; Partner => Senior Vice President, Business Development; Senior Vice President - Business Development; Partner
2021-08-07 update person_title Sommer Herman: Director - Financial Firm Client Engagement and CE Relations; Continuing Education, Firm Element and AML Training => Assistant Vice President, Platform Product; Continuing Education, Firm Element and AML Training
2021-08-07 update primary_contact 659 High Street Worthington, Ohio 43085 => One Grand Central Place 60 East 42nd Street, 26th Floor New York, NY 10165
2021-07-08 delete otherexecutives Deborah Barnhart
2021-07-08 delete otherexecutives Laura Sexton
2021-07-08 insert ceo Sherri Cooke
2021-07-08 insert coo Jennifer Simon
2021-07-08 insert evp Jennifer Simon
2021-07-08 insert president Sherri Cooke
2021-07-08 delete partner The Women's Business Enterprise National Council
2021-07-08 insert management_pages_linkeddomain coloradofsc.com
2021-07-08 insert person Katrina Turner
2021-07-08 update person_title Amber Pippin: Associate; Finance => Senior Accounting Manager
2021-07-08 update person_title Ann Saline: Assistant Vice President, Platform Product => Senior Director - Financial Firm Implementation and Client Services
2021-07-08 update person_title Cheryl Clum: Assistant Vice President, Platform Product => Senior Director - Platform Management
2021-07-08 update person_title Cristina Oliver: Platform Consultant => Financial Firm Engagement Consultant
2021-07-08 update person_title Deborah Barnhart: Assistant Vice President; Assistant Vice President, Platform Product => Team Lead - Program Analyst
2021-07-08 update person_title Heather Muckle: Assistant Vice President, Marketing => Senior Director of Marketing
2021-07-08 update person_title Jennifer Ronan: Vice President, Platform Product => Vice President - Client Engagement
2021-07-08 update person_title Jennifer Simon: Senior Vice President, Platform Product; Partner => Chief Operating Officer; Executive Vice President; Partner
2021-07-08 update person_title Laura Sexton: Assistant Vice President; Assistant Vice President, Research and Diligence => Senior Director - Program Management
2021-07-08 update person_title Noel Jerke: Director of Technology - AI Insight Platform; Director of Technology => Director of Technology
2021-07-08 update person_title Sherri Cooke: Senior Vice President, Business Development; Partner => CEO and Founder of AI Insight, Inc; Chief Executive Officer; President; Partner
2021-07-08 update person_title Sommer Herman: Assistant Vice President, Platform Product; Continuing Education, Firm Element and AML Training => Director - Financial Firm Client Engagement and CE Relations; Continuing Education, Firm Element and AML Training
2021-07-08 update person_title William Hillemeyer: Registered Financial Advisor; Chief Financial Officer; Chief Financial Officer - AI Insight Platform => Registered Financial Advisor; Chief Financial Officer
2021-06-07 delete ceo Sherri Cooke
2021-06-07 delete coo Jennifer Simon
2021-06-07 delete evp Jennifer Simon
2021-06-07 delete president Sherri Cooke
2021-06-07 insert otherexecutives Deborah Barnhart
2021-06-07 insert otherexecutives Laura Sexton
2021-06-07 delete management_pages_linkeddomain coloradofsc.com
2021-06-07 delete person Katrina Turner
2021-06-07 update person_title Amber Pippin: Senior Accounting Manager => Associate; Finance
2021-06-07 update person_title Ann Saline: Senior Director - Financial Firm Implementation and Client Services => Assistant Vice President, Platform Product
2021-06-07 update person_title Cheryl Clum: Senior Director - Platform Management => Assistant Vice President, Platform Product
2021-06-07 update person_title Cristina Oliver: Financial Firm Engagement Consultant => Platform Consultant
2021-06-07 update person_title Deborah Barnhart: Team Lead - Program Analyst => Assistant Vice President; Assistant Vice President, Platform Product
2021-06-07 update person_title Heather Muckle: Senior Director of Marketing => Assistant Vice President, Marketing
2021-06-07 update person_title Jennifer Ronan: Vice President - Client Engagement => Vice President, Platform Product
2021-06-07 update person_title Jennifer Simon: Chief Operating Officer; Executive Vice President; Partner => Senior Vice President, Platform Product; Partner
2021-06-07 update person_title Laura Sexton: Senior Director - Program Management => Assistant Vice President; Assistant Vice President, Research and Diligence
2021-06-07 update person_title Noel Jerke: Director of Technology => Director of Technology - AI Insight Platform; Director of Technology
2021-06-07 update person_title Sherri Cooke: CEO and Founder of AI Insight, Inc; Chief Executive Officer; President; Partner => Senior Vice President, Business Development; Partner
2021-06-07 update person_title Sommer Herman: Director - Financial Firm Client Engagement and CE Relations; Continuing Education, Firm Element and AML Training => Assistant Vice President, Platform Product; Continuing Education, Firm Element and AML Training
2021-06-07 update person_title William Hillemeyer: Registered Financial Advisor; Chief Financial Officer => Registered Financial Advisor; Chief Financial Officer; Chief Financial Officer - AI Insight Platform
2021-02-19 delete about_pages_linkeddomain a3kdesign.com
2021-02-19 delete contact_pages_linkeddomain a3kdesign.com
2021-02-19 delete contact_pages_linkeddomain coloradofsc.com
2021-02-19 delete index_pages_linkeddomain a3kdesign.com
2021-02-19 delete index_pages_linkeddomain pardot.com
2021-02-19 delete management_pages_linkeddomain a3kdesign.com
2021-02-19 delete partner_pages_linkeddomain a3kdesign.com
2021-02-19 delete terms_pages_linkeddomain a3kdesign.com
2021-02-19 insert alias iCapital Network
2021-02-19 insert index_pages_linkeddomain icapitalnetwork.com
2021-01-19 delete person Michelle Browning
2021-01-19 delete phone (877) 794-9448 ext. 717
2021-01-19 insert person Jen Ronan
2021-01-19 insert phone (877) 794-9448 ext. 703
2020-10-02 delete index_pages_linkeddomain youtu.be
2020-10-02 delete partner_pages_linkeddomain theamericancollege.edu
2020-07-25 delete index_pages_linkeddomain sec.gov
2020-07-25 insert contact_pages_linkeddomain coloradofsc.com
2020-07-25 insert index_pages_linkeddomain youtu.be
2020-06-24 insert index_pages_linkeddomain sec.gov
2020-05-24 delete associated_investor Asset Management Company
2020-04-24 delete cmo Heather Muckle
2020-04-24 delete index_pages_linkeddomain zoom.us
2020-04-24 insert associated_investor Asset Management Company
2020-04-24 update person_title Andy Van Erp: Sales and Engagement Consultant; Sales Consultant; Andy Van Erp / Sales Consultant => Platform Consultant
2020-04-24 update person_title Cheryl Clum: Senior Director, Platform Development => Senior Director - Platform Management
2020-04-24 update person_title Cristina Oliver: Sales Consultant => Financial Firm Engagement Consultant
2020-04-24 update person_title Heather Muckle: Director of Marketing => Senior Director of Marketing
2020-04-24 update person_title Jennifer Ronan: Senior Director, Sponsor Relations => Vice President - Client Engagement
2020-04-24 update person_title Michelle Browning: Vice President National Sales & Client Engagement => Vice President - National Sales
2020-04-24 update person_title Sommer Herman: Senior Manager, Financial Firm Client Solutions and CE Relations => Director - Financial Firm Client Engagement and CE Relations; Continuing Education, Firm Element and AML Training
2020-02-22 delete partner_pages_linkeddomain strategicinvestorradio.com
2020-02-22 insert partner AIX
2020-02-22 insert partner_pages_linkeddomain aixplatform.com
2020-01-22 delete index_pages_linkeddomain youtu.be
2020-01-22 delete phone (877) 794-9448 ext. 726
2020-01-22 insert index_pages_linkeddomain zoom.us
2020-01-22 update person_title Cristina Oliver: Sales and Engagement Consultant; Sales Consultant => Sales Consultant
2019-12-22 delete index_pages_linkeddomain webex.com
2019-12-22 insert index_pages_linkeddomain youtu.be
2019-10-22 insert index_pages_linkeddomain webex.com
2019-09-21 delete contact_pages_linkeddomain coloradofsc.com
2019-09-21 insert partner IBDC-RIAC
2019-09-21 insert partner_pages_linkeddomain ibdcconsulting.com
2019-08-22 insert contact_pages_linkeddomain coloradofsc.com
2019-08-22 insert index_pages_linkeddomain podbean.com
2019-07-23 delete index_pages_linkeddomain google.com
2019-06-23 insert management_pages_linkeddomain coloradofsc.com
2019-06-23 update person_description Sherri Cooke => Sherri Cooke
2019-05-18 delete index_pages_linkeddomain webex.com
2019-04-16 insert index_pages_linkeddomain webex.com
2019-01-31 insert index_pages_linkeddomain google.com
2018-12-27 delete person Ryan Fischer
2018-12-27 insert partner TNDDA
2018-12-27 insert partner_pages_linkeddomain adisa.org
2018-11-08 delete partner Integro Insurance Brokers
2018-11-08 insert partner InterWeb Insurance
2018-11-08 insert person Deborah Barnhart
2018-11-08 insert person Ryan Fischer
2018-11-08 update person_title Andy Van Erp: Sales Consultant => Sales and Engagement Consultant; Sales Consultant; Andy Van Erp / Sales Consultant
2018-11-08 update person_title Ann Saline: Senior Director, Broker Dealer Implementation and Client Service => Senior Director, Financial Firm Implementation and Client Services
2018-11-08 update person_title Cristina Oliver: Sales Consultant => Sales and Engagement Consultant; Sales Consultant
2018-11-08 update person_title Katrina Turner: Administrative Manager => Senior Manager, Human Resources and Administration
2018-11-08 update person_title Michelle Browning: Sales Consultant => Vice President National Sales & Client Engagement
2018-11-08 update person_title Sommer Herman: Manager, Broker Dealer Implementations => Senior Manager, Financial Firm Client Solutions and CE Relations
2018-09-01 delete source_ip 50.97.77.36
2018-09-01 insert source_ip 50.22.27.204
2018-06-12 delete person Barb Mailey
2018-06-12 delete person Patrick McGowan
2018-06-12 update person_title Heather Muckle: Sponsor Sales and Marketing Specialist; Director of Marketing => Director of Marketing
2018-04-18 insert cmo Heather Muckle
2018-04-18 delete index_pages_linkeddomain irei.com
2018-04-18 insert contact_pages_linkeddomain pardot.com
2018-04-18 insert email av..@aiinsight.com
2018-04-18 insert email co..@aiinsight.com
2018-04-18 insert email mb..@aiinsight.com
2018-04-18 insert index_pages_linkeddomain pardot.com
2018-04-18 insert person Andy Van Erp
2018-04-18 insert person Cristina Oliver
2018-04-18 insert person Michelle Browning
2018-04-18 insert phone (877) 794-9448 ext. 714
2018-04-18 insert phone (877) 794-9448 ext. 715
2018-04-18 insert phone (877) 794-9448 ext. 717
2018-04-18 insert phone (877) 794-9448 ext. 726
2018-04-18 update person_title Heather Muckle: Sponsor Sales and Marketing Specialist; Alternative Investment Manager Sales; Member of the Business Development and Program Management Team => Sponsor Sales and Marketing Specialist; Director of Marketing
2018-03-12 delete index_pages_linkeddomain strategicinvestorradio.com
2018-03-12 insert index_pages_linkeddomain irei.com
2018-03-12 insert partner Mick Law P.C. LLO
2018-03-12 insert partner_pages_linkeddomain micklawpc.com
2018-01-28 insert person Lucas Johnson
2017-12-20 insert partner_pages_linkeddomain strategicinvestorradio.com
2017-11-13 delete index_pages_linkeddomain webex.com
2017-11-13 insert index_pages_linkeddomain strategicinvestorradio.com
2017-10-15 delete address PO Box 54 Worthington, Ohio 43085
2017-10-15 delete index_pages_linkeddomain adisa.org
2017-10-15 insert address 659 High Street Worthington, Ohio 43085
2017-10-15 insert index_pages_linkeddomain webex.com
2017-10-15 update primary_contact PO Box 54 Worthington, Ohio 43085 => 659 High Street Worthington, Ohio 43085
2017-07-03 delete index_pages_linkeddomain integrogroup.com
2017-07-03 delete index_pages_linkeddomain pardot.com
2017-07-03 delete partner Integro to Help Lower Your Insurance Rates
2017-07-03 insert email hm..@aiinsight.com
2017-07-03 insert index_pages_linkeddomain adisa.org
2017-07-03 insert person Heather Muckle
2017-07-03 insert phone (877) 794-9448, x724
2017-05-18 delete index_pages_linkeddomain ipa.com
2017-05-18 insert index_pages_linkeddomain integrogroup.com
2017-05-18 insert index_pages_linkeddomain pardot.com
2017-05-18 insert partner Integro to Help Lower Your Insurance Rates
2017-03-17 insert index_pages_linkeddomain ipa.com
2016-11-03 update person_title Jennifer Simon: Chief Operating Officer; Executive Vice President; Executive Vice Presdient and COO; Partner => Chief Operating Officer; Executive Vice President; Partner
2016-09-02 delete management_pages_linkeddomain openwebportal.com
2016-09-02 insert about_pages_linkeddomain a3kdesign.com
2016-09-02 insert email ls..@aiinsight.com
2016-09-02 insert email pm..@aiinsight.com
2016-09-02 insert index_pages_linkeddomain a3kdesign.com
2016-09-02 insert management_pages_linkeddomain a3kdesign.com
2016-09-02 insert phone (203) 912-9293
2016-09-02 insert phone (877) 794-9448, x703
2016-09-02 insert phone (877) 794-9448, x715
2016-09-02 insert terms_pages_linkeddomain a3kdesign.com
2016-09-02 update person_title Barb Mailey: Customer Service Representative; Customer Service Associate => Customer Service Associate
2016-09-02 update person_title Jennifer Simon: Chief Operating Officer; Executive Vice President; Member of the Executive Management Team => Chief Operating Officer; Executive Vice President; Executive Vice Presdient and COO; Partner
2016-09-02 update person_title Patrick McGowan: Senior Director, Broker Dealer Sales; Member of the Executive Management Team => Senior Director, Broker Dealer and RIA Sales; Member of the Business Development and Program Management Team
2016-09-02 update person_title William Hillemeyer: Registered Financial Advisor; Chief Financial Officer / Business Development & Program Management; Member of the Executive Management Team; Chief Financial Officer => Registered Financial Advisor; Chief Financial Officer
2016-06-24 delete about_pages_linkeddomain openwebportal.com
2016-04-17 insert about_pages_linkeddomain openwebportal.com
2016-03-18 update website_status DomainNotFound => OK
2016-03-18 insert person Laura Sexton
2016-03-18 insert person Patrick McGowan
2016-03-16 update website_status OK => DomainNotFound
2016-01-20 update person_title Cheryl Clum: Senior Director, Program Management and Platform Development; Member of the Executive Management Team => Senior Director, Program Management and Platform Development; Senior Director, Platform Development; Member of the Executive Management Team
2016-01-20 update person_title Jennifer Ronan: Director, Training & Client Relations => Senior Director, Sponsor Relations; Director, Training & Client Relations
2016-01-20 update person_title Sommer Herman: Customer Service Representative; Customer Service Associate => Customer Service Associate; Manager, Broker Dealer Implementations
2015-10-18 delete associated_investor GE Capital
2015-10-18 insert management_pages_linkeddomain openwebportal.com
2015-10-18 update person_description Ann Saline => Ann Saline
2015-10-18 update person_description Barb Mailey => Barb Mailey
2015-10-18 update person_description Cheryl Clum => Cheryl Clum
2015-10-18 update person_description Ernest M. Bergman => Ernest M. Bergman
2015-10-18 update person_description Jennifer Ronan => Jennifer Ronan
2015-10-18 update person_description Michael Kell => Michael Kell
2015-10-18 update person_description Sherri Cooke => Sherri Cooke
2015-10-18 update person_description Sommer Herman => Sommer Herman
2015-10-18 update person_title Sherri Cooke: President; Member of the Executive Management Team; Executive Management; Chief Executive Officer => CEO and Founder of AI Insight, Inc; President; Member of the Executive Management Team; Executive Management; Chief Executive Officer
2015-07-25 delete email ms..@aiinsight.com
2015-07-25 delete person Melissa Sanders
2015-07-25 delete phone (720) 379-6022
2015-07-25 delete phone (877) 794-9448 Ext. 715
2015-06-20 update person_description Amber Pippin => Amber Pippin
2015-06-20 update person_description Ann Saline => Ann Saline
2015-06-20 update person_title Ann Saline: Director, Broker Dealer Implementation & Client Service; Training Manager and Senior Customer Service Associate => Senior Director, Broker Dealer Implementation & Client Service
2015-03-27 delete about_pages_linkeddomain a3kdesign.com
2015-03-27 delete casestudy_pages_linkeddomain a3kdesign.com
2015-03-27 delete email ne..@aiinsight.com
2015-03-27 delete index_pages_linkeddomain a3kdesign.com
2015-03-27 delete management_pages_linkeddomain a3kdesign.com
2015-03-27 delete terms_pages_linkeddomain a3kdesign.com
2015-03-27 update person_title Amber Pippin: Account Manager => Accounting Manager; Account Manager
2015-03-27 update person_title Cheryl Clum: Senior Director, Program Management; Member of the Executive Management Team => Senior Director, Program Management and Platform Development; Member of the Executive Management Team
2015-03-27 update person_title Vickie Stone: Director, Marketing & Client Relations => Manager, Client Relations
2014-11-07 update website_status FlippedRobots => OK
2014-10-19 update website_status OK => FlippedRobots
2014-08-03 update person_title William Hillemeyer: Registered Financial Advisor; Chief Financial Officer => Registered Financial Advisor; Chief Financial Officer / Business Development & Program Management; Member of the Executive Management Team; Chief Financial Officer
2014-07-02 delete email lt..@aiinsight.com
2014-07-02 delete person Lisa Tatone
2014-07-02 delete person Uma Kaviyarasu
2014-07-02 delete phone (877) 794-9448 Ext. 718
2014-05-23 insert phone (614) 710-1134
2014-04-16 insert management_pages_linkeddomain linkedin.com
2014-04-16 update person_title Jennifer Ronan: Training Manager => Director, Training & Client Relations
2014-03-10 update person_title Cheryl Clum: Director of Program Management => Senior Director, Program Management
2014-03-10 update person_title Michael Kell: Director, Business Development and Data Services; Business Development & Program Management => Business Development & Program Management; Vice President, Program Management and Business Development
2013-09-22 update website_status FlippedRobots => OK
2013-09-22 delete email nb..@aiinsight.com
2013-09-22 delete email qa@aiinsight.com
2013-09-22 delete person Christina Oakes
2013-09-22 delete person Mara Burke
2013-09-22 delete person Mary Beth Dougherty
2013-09-22 delete person MaryBeth Doughtery
2013-09-22 delete person Nicole Bertsch
2013-09-22 delete phone (614) 389-6808
2013-09-22 delete phone (877) 794-9448 ext. 711
2013-09-22 delete source_ip 75.103.78.53
2013-09-22 insert alias AI Insight Inc.
2013-09-22 insert email ms..@aiinsight.com
2013-09-22 insert person Melissa Sanders
2013-09-22 insert phone (720) 379-6022
2013-09-22 insert phone (740) 938-4125
2013-09-22 insert phone (877) 794-9448 Ext. 715
2013-09-22 insert source_ip 50.97.77.36
2013-08-14 update website_status NoTargetPages => FlippedRobots
2013-07-05 update website_status DNSError => NoTargetPages
2013-06-01 update website_status FlippedRobotsTxt => DNSError
2013-05-04 update website_status OK => FlippedRobotsTxt
2013-04-08 delete founder Sherri Cooke
2013-04-08 insert otherexecutives Sherri Cooke
2013-04-08 delete person Jen Ronan
2013-04-08 insert person Christina Oakes
2013-04-08 insert phone (614) 389-6808
2013-04-08 insert phone (877) 794-9448 ext. 711
2013-04-08 update person_title Ann Saline
2013-04-08 update person_title Jennifer Ronan
2013-04-08 update person_title Katrina Turner
2013-04-08 update person_title Sherri Cooke