| Date | Description |
|---|
| 2023-05-27 |
delete person Andy Van Erp |
| 2021-12-06 |
delete cfo William Hillemeyer |
| 2021-12-06 |
delete person William Hillemeyer |
| 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 person Katrina Turner |
| 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 |
| 2021-07-08 |
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 |
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 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 |
| 2021-01-19 |
delete person Michelle Browning |
| 2021-01-19 |
insert person Jen Ronan |
| 2020-04-24 |
delete cmo Heather Muckle |
| 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 |
| 2020-01-22 |
update person_title Cristina Oliver: Sales and Engagement Consultant; Sales Consultant => Sales Consultant |
| 2019-06-23 |
update person_description Sherri Cooke => Sherri Cooke |
| 2018-12-27 |
delete person Ryan Fischer |
| 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 |
| 2018-06-12 |
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 |
insert person Andy Van Erp |
| 2018-04-18 |
insert person Cristina Oliver |
| 2018-04-18 |
insert person Michelle Browning |
| 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 |
| 2018-01-28 |
insert person Lucas Johnson |
| 2017-07-03 |
insert person Heather Muckle |
| 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 |
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 |
| 2016-03-18 |
insert person Laura Sexton |
| 2016-03-18 |
insert person Patrick McGowan |
| 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 |
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 person Melissa Sanders |
| 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 |
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 |
| 2014-08-03 |
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 person Lisa Tatone |
| 2014-07-02 |
delete person Uma Kaviyarasu |
| 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 |
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 |
insert person Melissa Sanders |
| 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 |
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 |