PFM ADVISORS - History of Changes


DateDescription
2024-04-17 delete address 1 California Street <br />Suite 1000 San Francisco, CA 94111
2024-04-17 delete address 100 Wall Street<br />16th Floor New York, NY 10005
2024-04-17 delete address 1720 Carey Avenue<br />Suite 520 Cheyenne, WY 82001
2024-04-17 delete address 1735 Market Street<br />43rd Floor Philadelphia, PA 19103
2024-04-17 delete address 180 State Street <br />Suite 225 Southlake, TX 76092
2024-04-17 delete address 18300 Von Karman Ave<br/>Suite 500 Irvine, CA 92612
2024-04-17 delete address 200 Princeton South Corporate Center <br />Suite 270A Ewing, NJ 08628
2024-04-17 delete address 209 S. LaSalle Street<br/>2nd Floor Chicago, IL 60604
2024-04-17 delete address 214 N. Tryon Street<br />27th Floor Charlotte, NC 28202
2024-04-17 delete address 350 California Street<br/>16th Floor San Francisco, CA 94104
2024-04-17 delete address 445 S. Figueroa Street<br/>Suite 2800 Los Angeles, CA 90071
2024-04-17 delete address 535 Griswold Street <br /> Suite 550 Detroit, MI 48226
2024-04-17 delete address 633 W. 5th Street<br />Suite 2560 Los Angeles, CA 90071
2024-04-17 delete source_ip 170.135.104.254
2024-04-17 insert address 1 California Street Suite 1000 San Francisco, CA 94111
2024-04-17 insert address 100 Wall Street 16th Floor New York, NY 10005
2024-04-17 insert address 1720 Carey Avenue Suite 520 Cheyenne, WY 82001
2024-04-17 insert address 1735 Market Street 43rd Floor Philadelphia, PA 19103
2024-04-17 insert address 180 State Street Suite 225 Southlake, TX 76092
2024-04-17 insert address 18300 Von Karman Ave Suite 500 Irvine, CA 92612
2024-04-17 insert address 200 Princeton South Corporate Center Suite 270A Ewing, NJ 08628
2024-04-17 insert address 209 S. LaSalle Street 2nd Floor Chicago, IL 60604
2024-04-17 insert address 214 N. Tryon Street 27th Floor Charlotte, NC 28202
2024-04-17 insert address 350 California Street 16th Floor San Francisco, CA 94104
2024-04-17 insert address 445 S. Figueroa Street Suite 2800 Los Angeles, CA 90071
2024-04-17 insert address 535 Griswold Street Suite 550 Detroit, MI 48226
2024-04-17 insert address 633 W. 5th Street Suite 2560 Los Angeles, CA 90071
2024-04-17 insert address Three James Center 1051 E. Cary Street Richmond, VA 23219
2024-04-17 insert source_ip 170.135.184.254
2024-04-17 update primary_contact 200 Princeton South Corporate Center <br />Suite 270A Ewing, NJ 08628 => 200 Princeton South Corporate Center Suite 270A Ewing, NJ 08628
2024-03-16 delete source_ip 204.138.240.103
2024-03-16 insert source_ip 170.135.104.254
2024-03-16 update website_status InternalTimeout => OK
2023-07-26 update website_status FlippedRobots => InternalTimeout
2023-05-28 update website_status OK => FlippedRobots
2023-04-12 delete index_pages_linkeddomain swoogo.com
2023-04-12 insert phone 123000068
2023-04-12 insert phone 125000118
2023-03-11 insert email mi..@highmarkcapital.com
2023-03-11 insert phone 415-705-7181
2023-02-07 delete terms_pages_linkeddomain mufgamericas.com
2023-02-07 delete terms_pages_linkeddomain swoogo.com
2023-02-07 update robots_txt_status demos.unionbank.com: 0 => 200
2022-12-06 delete about_pages_linkeddomain mufgamericas.com
2022-12-06 delete address 1251 Avenue of the Americas New York, NY 10020-1104
2022-12-06 delete contact_pages_linkeddomain mufgamericas.com
2022-12-06 delete index_pages_linkeddomain mufgamericas.com
2022-12-06 delete phone 1-212-782-6800
2022-12-06 insert about_pages_linkeddomain usbank.com
2022-12-06 insert contact_pages_linkeddomain m.me
2022-12-06 insert contact_pages_linkeddomain usbank.com
2022-12-06 insert index_pages_linkeddomain usbank.com
2022-12-06 insert terms_pages_linkeddomain usbank.com
2022-11-05 delete cfo Neal Holland
2022-11-05 delete chiefstrategyofficer Mark Thumser
2022-11-05 delete person Neal Holland
2022-11-05 update person_title Mark Thumser: Chief Strategy Officer for the Americas; Chief Strategy Officer => Chief Financial and Strategy Officer for the Americas
2022-10-05 insert terms_pages_linkeddomain swoogo.com
2022-09-04 delete about_pages_linkeddomain swoogo.com
2022-09-04 insert index_pages_linkeddomain swoogo.com
2022-08-05 delete otherexecutives Takayoshi Futae
2022-08-05 insert otherexecutives Hideaki Takase
2022-08-05 delete person Takayoshi Futae
2022-08-05 insert about_pages_linkeddomain swoogo.com
2022-08-05 insert person Hideaki Takase
2022-08-05 update robots_txt_status demos.unionbank.com: 200 => 0
2022-07-05 delete otherexecutives Kazuo "Kaz" Koshi
2022-07-05 delete person Kazuo "Kaz" Koshi
2022-07-05 update person_description Ryoichi Shinke => Ryoichi Shinke
2022-07-05 update person_title Masatoshi Komoriya: Deputy Chief Operating Officer - International and Deputy Chief Executive of the Global Commercial Banking Business Group; Deputy Chief Operating Officer; Member of the Board of Directors => Deputy Chief Operating Officer; Member of the Board of Directors; Executive Chairman of the Board of Directors for MUFG Americas Holdings Corporation and MUFG Union Bank, N.a; Executive Chairman of the Board of Directors for MUFG Americas Holdings Corporation
2022-07-05 update person_title Ryoichi Shinke: Deputy Regional Executive, MUFG Americas; Deputy Regional Executive for the Americas at MUFG => Deputy Regional Executive, MUFG Americas; Deputy Regional Executive for the Americas
2022-04-06 delete otherexecutives Hiroshi Masaki
2022-04-06 delete otherexecutives Kazuto Uchida
2022-04-06 delete otherexecutives Masahiro Kuwahara
2022-04-06 insert ceo Yasutaka Suehiro
2022-04-06 insert otherexecutives Shuichi "Shuey" Yokoyama
2022-04-06 insert otherexecutives Takayoshi Futae
2022-04-06 delete person Daisuke Bito
2022-04-06 delete person Hiroshi Masaki
2022-04-06 delete person Kazuto Uchida
2022-04-06 delete person Masahiro Kuwahara
2022-04-06 insert person Rui Koike
2022-04-06 insert person Shuichi "Shuey" Yokoyama
2022-04-06 insert person Takayoshi Futae
2022-04-06 insert person Yasutaka Suehiro
2022-04-06 insert person Yoichiro Nishikawa
2022-04-06 update person_title Kazuo "Kaz" Koshi: Executive Chairman, Board of Directors - MUFG Americas Holdings Corporation and MUFG Union Bank, N.a; Executive Chairman of the Boards of MUAH; Member of the Board of Directors; Executive Chairman of the Board of Directors of MUFG Americas Holding Corporation => Chairman of the Boards MUFG Americas Holdings Corporation; Member of the Board of Directors; Managing Executive Officer MUFG Bank, Ltd. and Chairman of the Board MUFG Americas Holding Corporation and MUFG Union Bank, N.a
2022-04-06 update person_title Kevin Cronin: Member of the Board of Directors; Chief Executive Officer for the Americas, Mitsubishi UFJ Financial Group, Inc. and MUFG Bank, Ltd; President and CEO of MUFG Americas Holdings Corporation => Member of the Board of Directors; President and CEO of MUFG Americas Holdings Corporation; Regional Executive and CEO for the Americas, MUFG and MUFG Bank, Ltd. President & CEO, MUFG Americas Holdings Corporation and MUFG Union Bank, N.a
2022-04-06 update person_title Masatoshi Komoriya: Chief of Staff; Executive Officer => Deputy Chief Operating Officer - International and Deputy Chief Executive of the Global Commercial Banking Business Group; Deputy Chief Operating Officer; Member of the Board of Directors
2022-03-06 delete person Denise DeMaio
2022-03-06 insert person Shirley Mangalindan
2022-03-06 update person_description Toby S. Myerson => Toby S. Myerson
2022-03-06 update robots_txt_status demos.unionbank.com: 0 => 200
2021-12-10 delete person Christopher (Chris) Higgins
2021-12-10 delete person Donna Dellosso
2021-12-10 delete person Fran Lindner
2021-12-10 delete person Francesca Lindner
2021-12-10 delete person Ranjana Clark
2021-12-10 delete terms_pages_linkeddomain fidelity.com
2021-12-10 delete terms_pages_linkeddomain purepoint.com
2021-12-10 insert person Brian Gunn
2021-12-10 insert person Carolyn DuChene
2021-12-10 insert person Ken Librot
2021-09-14 insert terms_pages_linkeddomain fidelity.com
2021-08-14 delete otherexecutives Ann F. Jaedicke
2021-08-14 delete otherexecutives Barbara L. Rambo
2021-08-14 insert otherexecutives Jeffrey Storey
2021-08-14 insert otherexecutives Linda Cunningham
2021-08-14 delete person Ann F. Jaedicke
2021-08-14 delete person Barbara L. Rambo
2021-08-14 insert person Jeffrey Storey
2021-08-14 insert person Linda Cunningham
2021-08-14 update website_status FlippedRobots => OK
2021-07-23 update website_status OK => FlippedRobots
2021-06-21 delete cfo Johannes "Johs" Worsoe
2021-06-21 delete personal_emails fr..@highmarkcapital.com
2021-06-21 insert cfo Neal Holland
2021-06-21 delete email fr..@highmarkcapital.com
2021-06-21 delete person Johannes "Johs" Worsoe
2021-06-21 delete phone 415-705-5015
2021-06-21 insert person Neal Holland
2021-05-21 insert chiefstrategyofficer Mark Thumser
2021-05-21 insert otherexecutives Kevin Cronin
2021-05-21 delete person Stephen Cummings
2021-05-21 insert person Jonathan Lindenberg
2021-05-21 insert person Mark Thumser
2021-05-21 update person_description Kevin Cronin => Kevin Cronin
2021-05-21 update person_title Kevin Cronin: Head of North America; Head of Corporate & Investment Banking - North America / Executive Officer MUFG Americas Holding Corporation => Member of the Board of Directors; Chief Executive Officer for the Americas, Mitsubishi UFJ Financial Group, Inc. and MUFG Bank, Ltd; President and CEO of MUFG Americas Holdings Corporation
2021-05-21 update robots_txt_status sso.unionbank.com: 0 => 200
2021-05-21 update website_status FlippedRobots => OK
2021-04-16 update website_status OK => FlippedRobots
2021-01-21 insert phone 1-877-671-6877
2021-01-21 update person_description Suneel Kamlani => Suneel Kamlani
2020-10-07 update robots_txt_status sso.unionbank.com: 200 => 0
2020-08-09 delete person Mohan S. Gyani
2020-08-09 insert person John R. Elmore
2020-07-10 insert ceo Bill Mansfield
2020-07-10 insert president Bill Mansfield
2020-07-10 update person_description Christopher (Chris) Higgins => Christopher (Chris) Higgins
2020-07-10 update person_title Bill Mansfield: Head of Global Markets in the Americas => CEO; Head of Global Markets for MUFG; President
2020-06-03 insert otherexecutives Hiroshi Masaki
2020-06-03 insert person Hiroshi Masaki
2020-06-03 insert person Ryoichi Shinke
2020-06-03 update person_title Kazuo "Kaz" Koshi: Managing Executive Officer; Member of the Board of Directors; Managing Executive Officer & Deputy Regional Executive for the Americas / Mitsubishi; Executive Chairman of the Board of Directors of MUFG Americas Holding Corporation => Executive Chairman, Board of Directors - MUFG Americas Holdings Corporation and MUFG Union Bank, N.a; Executive Chairman of the Boards of MUAH; Member of the Board of Directors; Executive Chairman of the Board of Directors of MUFG Americas Holding Corporation
2020-05-04 delete person Masato Miyachi
2020-05-04 delete person Mike Thom
2020-05-04 insert person Fran Lindner
2020-05-04 insert person Francesca Lindner
2020-04-04 delete person Muneaki "Aki" Tokunari
2020-04-04 insert person Masahiro "Masa" Kuwahara
2020-04-04 update person_description Masato Miyachi => Masato Miyachi
2020-03-03 insert president Greg Seibly
2020-03-03 insert person Greg Seibly
2020-01-29 update person_description Michael D. Fraizer => Michael D. Fraizer
2019-12-28 delete about_pages_linkeddomain sharefc.com
2019-12-28 delete about_pages_linkeddomain wealthscape.com
2019-12-28 delete contact_pages_linkeddomain sharefc.com
2019-12-28 delete contact_pages_linkeddomain wealthscape.com
2019-12-28 delete index_pages_linkeddomain sharefc.com
2019-12-28 delete index_pages_linkeddomain wealthscape.com
2019-12-28 delete management_pages_linkeddomain sharefc.com
2019-12-28 delete management_pages_linkeddomain wealthscape.com
2019-12-28 delete terms_pages_linkeddomain sharefc.com
2019-12-28 delete terms_pages_linkeddomain wealthscape.com
2019-11-28 insert about_pages_linkeddomain sharefc.com
2019-11-28 insert contact_pages_linkeddomain sharefc.com
2019-11-28 insert index_pages_linkeddomain sharefc.com
2019-11-28 insert management_pages_linkeddomain sharefc.com
2019-11-28 insert phone 1-800-888-6466
2019-11-28 insert terms_pages_linkeddomain sharefc.com
2019-10-29 update website_status FlippedRobots => OK
2019-10-09 update website_status IndexPageFetchError => FlippedRobots
2019-09-09 update website_status OK => IndexPageFetchError
2019-08-09 delete ceo Stephen Cummings
2019-08-09 delete person Timothy H. Wennes
2019-08-09 insert person Kazuto Uchida
2019-08-09 update person_title Stephen Cummings: President & CEO of MUFG Americas Holdings Corporation; Chief Executive Officer for the Americas; Managing Director and Chairman for the Americas; Chief Executive Officer => President & CEO of MUFG Americas Holdings Corporation; Managing Director and Chairman for the Americas; REGIONAL EXECUTIVE for the AMERICAS / DEPUTY CHIEF EXECUTIVE, GLOBAL CORPORATE & INVESTMENT BANKING
2019-06-08 delete person Mr. Seiichiro Akita
2019-06-08 insert email ub..@unionbank.com
2019-06-08 insert person Daisuke Bito
2019-06-08 insert person William (Bill) Mansfield
2019-06-08 update person_title Ranjana Clark: Chief Transformation Officer and Head of Transaction Banking; Global Banking Leader; Member of the Board of Directors of StanCorp Financial Group, Inc => Head of Transaction Banking and Bay Area President; Global Banking Leader; Member of the Board of Directors of StanCorp Financial Group, Inc
2019-03-03 insert address P.O. Box 513100 Los Angeles, CA 90051-1100
2019-01-29 update website_status FlippedRobots => OK
2019-01-29 delete person Chris Perretta
2019-01-29 delete phone 1-213-236-4201
2019-01-29 delete phone 1-213-236-5202
2019-01-29 delete phone 1-213-236-5238
2019-01-29 delete phone 1-213-236-5298
2019-01-29 delete phone 1-213-236-5306
2019-01-29 delete phone 1-214-922-4228
2019-01-29 delete phone 1-559-436-2708
2019-01-29 delete phone 1-707-968-9468
2019-01-29 delete phone 1-707-968-9514
2019-01-29 delete phone 1-800-669-8659 ext. 5
2019-01-29 delete phone 1-800-746-5780
2019-01-29 delete phone 1-800-833-4758
2019-01-29 delete phone 1-800-985-8539
2019-01-29 delete phone 1-916-321-6722
2019-01-29 insert person Christopher (Chris) Higgins
2019-01-29 insert phone 1-213-236-5706
2019-01-29 insert phone 1-213-236-5716
2019-01-29 insert phone 1-213-236-7045
2019-01-29 insert phone 1-559-436-2747
2019-01-29 insert phone 1-661-654-8636
2019-01-29 insert phone 1-707- 540-9596
2019-01-29 insert phone 1-916-321-6724
2019-01-29 update person_description Kazuo "Kaz" Koshi => Kazuo "Kaz" Koshi
2018-12-29 update website_status OK => FlippedRobots
2018-10-08 delete phone 1-800-396-1143
2018-10-08 delete phone 1-866-240-1965
2018-10-08 delete phone 1-877-800-6770
2018-09-04 delete address 2701 Fairview Rd,Costa Mesa,CA 92628 Orange Coast College 2701 Fairview Rd Costa Mesa CA 92628
2018-09-04 delete address Orange Coast College 2701 Fairview Rd Costa Mesa , CA 92628
2018-09-04 delete person Christine N. Garvey
2018-09-04 insert person Robin Bienfait
2018-09-04 insert phone 1-833-827-6249
2018-09-04 update person_description Muneaki Tokunari => Muneaki "Aki" Tokunari
2018-09-04 update person_title Muneaki "Aki" Tokunari: Managing Executive Officer and Chief Financial Officer of MUFG => Group CFO
2018-07-28 delete otherexecutives Kevin Cronin
2018-07-28 delete otherexecutives Koji Asada
2018-07-28 insert ceo Stephen Cummings
2018-07-28 insert otherexecutives Masatoshi Komoriya
2018-07-28 delete person Koji Asada
2018-07-28 insert person Masatoshi Komoriya
2018-07-28 update person_title Kevin Cronin: Head; Head of U.S. Wholesale Banking => Head of North America Wholesale and Investment Banking
2018-07-28 update person_title Mr. Seiichiro Akita: Head of Asian Corporate Banking for MUFG Americas Holding Corporation => Head of Japanese Corporate Banking for the Americas
2018-07-28 update person_title Stephen Cummings: President & CEO of MUFG Americas Holdings Corporation; Chief Executive Officer for the Americas / President and CEO, MUFG Americas Holdings Corporation and MUFG Union Bank, N.a.; Managing Director and Chairman for the Americas => President & CEO of MUFG Americas Holdings Corporation; Chief Executive Officer for the Americas; Managing Director and Chairman for the Americas; Chief Executive Officer
2018-03-05 delete vp Raymond Mow
2018-03-05 delete person Craig Braemer
2018-03-05 delete person Raymond Mow
2018-03-05 delete person Todd Mackedanz
2018-02-04 insert vp Michele Harvey
2018-02-04 delete person Andrew A. Gilligan
2018-02-04 delete person CHRISTINE C.M. WEISS
2018-02-04 delete person Derek Izuel
2018-02-04 delete person Gregory B. Lugosi
2018-02-04 delete person Justin Sheetz
2018-02-04 delete person Richard Ren
2018-02-04 delete person Yanping Li
2018-02-04 insert person Michele Harvey
2017-11-19 insert vp Michael Fink
2017-11-19 delete person Jeffrey Klein
2017-11-19 insert person Michael Fink
2017-11-19 update person_description Todd S. Lowenstein => Todd S. Lowenstein
2017-09-10 insert vp Britton Smith
2017-09-10 insert vp Randall Yurchak
2017-09-10 insert person Britton Smith
2017-09-10 insert person Randall Yurchak
2017-08-03 delete vp Andrew Bates
2017-08-03 delete vp M. Margy Klyce
2017-08-03 delete vp Richard Grise
2017-08-03 delete associated_investor Asset Management Company
2017-08-03 delete person Andrew Bates
2017-08-03 delete person M. Margy Klyce
2017-08-03 delete person Richard Grise
2017-05-19 update person_description Michael Stevens => Michael Stevens
2017-03-19 delete vp Michael Kaiser
2017-03-19 delete person Michael Kaiser
2017-02-09 update person_description Todd S. Lowenstein => Todd S. Lowenstein
2016-08-23 insert vp Eduardo Chavez
2016-08-23 insert person Eduardo Chavez
2016-08-23 update person_description Justin N. Dorn => Justin N. Dorn
2016-08-23 update person_description Richard Ren => Richard Ren
2016-06-24 delete person Delbert Chang
2016-06-24 delete source_ip 216.52.215.141
2016-06-24 insert source_ip 204.138.240.103
2016-03-16 update website_status OK => DomainNotFound
2016-02-17 delete vp Maria "Masha" Azar
2016-02-17 insert cfo Dennis Reichert
2016-02-17 insert otherexecutives Dennis Reichert
2016-02-17 delete associated_investor Brown Brothers Harriman & Co.
2016-02-17 delete person Maria "Masha" Azar
2016-02-17 insert person Dennis Reichert
2016-01-19 delete source_ip 204.138.240.103
2016-01-19 insert source_ip 216.52.215.141
2015-12-08 delete cfo SEAN HAVLIN
2015-12-08 delete managingdirector SEAN HAVLIN
2015-12-08 delete vp Kevin Churchill
2015-12-08 insert managingdirector Brian Applegate
2015-12-08 insert otherexecutives Brian Applegate
2015-12-08 delete person Kevin Churchill
2015-12-08 delete person SEAN HAVLIN
2015-12-08 insert person Brian Applegate
2015-10-17 insert vp Andrew Bates
2015-10-17 delete person Howard Harband
2015-10-17 delete source_ip 216.52.215.141
2015-10-17 insert person Andrew Bates
2015-10-17 insert source_ip 204.138.240.103
2015-10-17 update person_title Cori L. Seiler: DIRECTOR Manager of Client Development => Managing Director Investment Advisory Executive
2015-09-19 delete source_ip 204.138.240.103
2015-09-19 insert source_ip 216.52.215.141
2015-08-22 insert vp Salvatore "Tory" N. Milazzo III
2015-08-22 delete source_ip 216.52.215.141
2015-08-22 insert person Salvatore "Tory" N. Milazzo III
2015-08-22 insert person Todd Mackedanz
2015-08-22 insert source_ip 204.138.240.103
2015-07-25 delete managingdirector NOEL CASALE
2015-07-25 delete otherexecutives NOEL CASALE
2015-07-25 delete person NOEL CASALE
2015-07-25 delete source_ip 204.138.240.103
2015-07-25 insert person Howard Harband
2015-07-25 insert person James St. Aubin
2015-07-25 insert person Razmig Der-Tavitian
2015-07-25 insert person Sean M. McGuinn
2015-07-25 insert source_ip 216.52.215.141
2015-05-22 delete vp Ryan Fox
2015-05-22 delete person Ryan Fox
2015-05-22 delete source_ip 216.52.215.141
2015-05-22 insert source_ip 204.138.240.103
2015-03-17 delete source_ip 204.138.240.103
2015-03-17 insert source_ip 216.52.215.141
2014-12-25 delete vp Ahmed Khatib
2014-12-25 delete person Ahmed Khatib
2014-11-21 delete source_ip 216.52.215.141
2014-11-21 insert source_ip 204.138.240.103
2014-10-17 delete cfo Jonathan T. Fayman
2014-10-17 delete svp Jonathan T. Fayman
2014-10-17 delete svp Noel Casale
2014-10-17 insert managingdirector Noel Casale
2014-10-17 delete person Jonathan T. Fayman
2014-10-17 update person_description Kenneth Wemer => Kenneth Wemer
2014-10-17 update person_description Kevin A. Rogers => Kevin A. Rogers
2014-10-17 update person_title Noel Casale: Senior Vice President; Chief Compliance Officer; Member of the Management Team => Managing Director; Chief Compliance Officer; Member of the Management Team
2014-09-09 delete otherexecutives Ryan Fox
2014-09-09 delete vp Tom Cheo
2014-09-09 insert vp Jefferey Nevares
2014-09-09 insert vp Raymond Mow
2014-09-09 insert vp Ryan Fox
2014-09-09 delete person Tom Cheo
2014-09-09 update person_description Derek Izuel => Derek Izuel
2014-09-09 update person_description E. Jack Montgomery => E. Jack Montgomery
2014-09-09 update person_description J. Keith Stribling => J. Keith Stribling
2014-09-09 update person_description Jefferey Nevares => Jefferey Nevares
2014-09-09 update person_description Kenneth Wemer => Kenneth Wemer
2014-09-09 update person_description Michael Stevens => Michael Stevens
2014-09-09 update person_description Noel Casale => Noel Casale
2014-09-09 update person_description Robert L. Bigelow => Robert L. Bigelow
2014-09-09 update person_description Todd S. Lowenstein => Todd S. Lowenstein
2014-09-09 update person_title Christine C.M. Weiss: Senior Vice President Product & Investment Management Marketing; Member of the Management Team => Member of the Management Team; Managing Director, Manager Research and Product Management
2014-09-09 update person_title Cori C. Farwell: Vice President; Vice President and Senior Fixed Income Manager; Member of the Liquidity Management Team; Member of the INVESTMENT TEAM; Senior Portfolio Manager => Vice President; Member of the Liquidity Management Team; Member of the INVESTMENT TEAM; Senior Portfolio Manager
2014-09-09 update person_title Dorothy F. Cooney: Vice President; Vice President and Senior Fixed Income Manager; Member of the Liquidity Management Team; Member of the INVESTMENT TEAM; Senior Portfolio Manager => Vice President; Member of the Liquidity Management Team; Member of the INVESTMENT TEAM; Senior Portfolio Manager
2014-09-09 update person_title Gregory B. Lugosi: Vice President and Fixed Income Funds Manager => Vice President, Fixed Income Portfolio Manager
2014-09-09 update person_title Jefferey Nevares: Vice President and Fixed Income Portfolio Manager; Member of the Liquidity Management Team; Member of the INVESTMENT TEAM; Assistant Vice President and Fixed Income Manager => Vice President; Member of the Liquidity Management Team; Member of the INVESTMENT TEAM; Portfolio Manager
2014-09-09 update person_title Keith Forslund: Vice President and Director - Pacific Northwest; Member of the Management Team => Managing Director, Portfolio Management Executive; Member of the Management Team
2014-09-09 update person_title Kevin A. Rogers: Senior Vice President and Managing Director of HighMark Capital Advisors; Member of the Management Team => Managing Director, National Portfolio Management Executive; Member of the Management Team
2014-09-09 update person_title Raymond Mow: Co - Portfolio Manager for Tax; Vice President and Fixed Income Funds Manager => Vice President; Senior Portfolio Manager; Co - Portfolio Manager for Tax
2014-09-09 update person_title Robert L. Bigelow: Vice President and Director of Tax - Exempt Fixed Income; Vice President and Director of Municipal Securities => Managing Director, Director, Tax - Exempt Fixed Income
2014-09-09 update person_title Ryan Fox: Assistant Vice President; Portfolio Manager => Vice President; Portfolio Manager
2014-07-01 insert otherexecutives Ryan Fox
2014-07-01 delete source_ip 204.138.240.103
2014-07-01 insert source_ip 216.52.215.141
2014-07-01 update person_description Ryan Fox => Ryan Fox
2014-07-01 update person_title Ryan Fox: Research Analyst => Assistant Vice President; Portfolio Manager
2014-05-25 delete vp Scott Mlinarich
2014-05-25 delete person George Rokas
2014-05-25 delete person Scott Mlinarich
2014-05-25 delete source_ip 216.52.215.141
2014-05-25 insert source_ip 204.138.240.103
2014-04-27 insert vp Salvatore "Tory" N. Milazzo III
2014-04-27 delete person Edward Herbert
2014-04-27 delete person Jeff Nevares
2014-04-27 insert person Michael Stevens
2014-04-27 insert person Salvatore "Tory" N. Milazzo III
2014-04-27 update person_description Donald Lord => Donald Lord
2014-04-27 update person_description J. Keith Stribling => J. Keith Stribling
2014-04-27 update person_description Ryan Fox => Ryan Fox
2014-04-27 update person_description Scott Mlinarich => Scott Mlinarich
2014-04-27 update person_description Todd S. Lowenstein => Todd S. Lowenstein
2014-04-27 update person_description Tom Cheo => Tom Cheo
2014-04-27 update person_title Ahmed Khatib: Vice President; Senior Portfolio Manager => Vice President; Portfolio Manager
2014-04-27 update person_title Christiane Tsuda Boyd: Vice President; Senior Portfolio Manager; Portfolio Manager; Member of the Chartered Market Technician Association => Vice President; Senior Portfolio Manager; Member of the Chartered Market Technician Association
2014-03-01 delete source_ip 204.138.240.103
2014-03-01 insert source_ip 216.52.215.141
2014-01-26 delete vp Hubert R. White
2014-01-26 delete vp Todd B. McGinley
2014-01-26 delete person Hillary G. Elder
2014-01-26 delete person Hubert R. White
2014-01-26 delete person Pamela O'Donnell
2014-01-26 delete person Todd B. McGinley
2014-01-26 delete source_ip 216.52.215.141
2014-01-26 insert source_ip 204.138.240.103
2013-12-29 delete person Kevin A. Rowell
2013-12-29 delete source_ip 204.138.240.103
2013-12-29 insert source_ip 216.52.215.141
2013-12-01 delete person John A. Brinker
2013-12-01 delete person Michael Ladd
2013-12-01 delete source_ip 216.52.215.141
2013-12-01 insert source_ip 204.138.240.103
2013-12-01 update person_description E. Jack Montgomery => E. Jack Montgomery
2013-12-01 update person_description Raymond Mow => Raymond Mow
2013-12-01 update person_description Robert L. Bigelow => Robert L. Bigelow
2013-12-01 update person_title Robert L. Bigelow: Vice President and Director of Municipal Securities => Vice President and Director of Tax - Exempt Fixed Income
2013-10-06 delete source_ip 204.138.240.103
2013-10-06 insert source_ip 216.52.215.141
2013-09-07 delete source_ip 216.52.215.141
2013-09-07 insert source_ip 204.138.240.103
2013-09-07 update person_title Ahmed Khatib: Vice President; Portfolio Manager => Vice President; Senior Portfolio Manager
2013-08-09 delete source_ip 204.138.240.103
2013-05-22 update person_description Anthony R. Craddock => Anthony R. Craddock
2013-05-22 update person_description Eric P. Leve => Eric P. Leve
2013-05-22 update person_description Peter M. Hill => Peter M. Hill
2013-05-22 update person_title Christiane Boyd: Vice President; Portfolio Manager; Member of the Chartered Market Technician Association => Vice President; Senior Portfolio Manager; Portfolio Manager; Member of the Chartered Market Technician Association
2013-05-01 delete otherexecutives Catherine Vacca
2013-05-01 insert otherexecutives Noel Casale
2013-05-01 delete person Catherine Vacca
2013-05-01 delete source_ip 216.52.215.141
2013-05-01 insert person Noel Casale
2013-05-01 insert source_ip 204.138.240.103
2013-04-05 delete otherexecutives Robert Kang
2013-04-05 insert otherexecutives Ahmed Khatib
2013-04-05 delete person Robert Kang
2013-04-05 update person_description Ahmed Khatib
2013-04-05 update person_description Edward Herbert
2013-04-05 update person_description Gregory B. Lugosi
2013-04-05 update person_description Hubert R. White
2013-04-05 update person_description Maria "Masha" Azar
2013-04-05 update person_description Michael Ladd
2013-04-05 update person_description Pamela O'Donnell
2013-04-05 update person_description Robert Adams
2013-04-05 update person_description Todd B. McGinley
2013-04-05 update person_description Todd S. Lowenstein
2013-04-05 update person_title Ahmed Khatib
2013-04-05 update person_title Jefferey Nevares