| Date | Description |
|---|
| 2023-05-02 |
update person_description Perpetua Phillips => Perpetua Phillips |
| 2023-01-27 |
delete otherexecutives Bill Gardner |
| 2023-01-27 |
delete person Bill Gardner |
| 2021-12-03 |
insert person Travis Allen |
| 2019-09-13 |
delete person Jason Swokins |
| 2019-08-13 |
delete person William Finley |
| 2019-04-11 |
delete coo Sharon Hoppel |
| 2019-04-11 |
delete personal_emails wh..@morley.com |
| 2019-04-11 |
delete person Audrey White |
| 2019-04-11 |
delete person Jessica Fedderly |
| 2019-04-11 |
delete person Maria Hatziyiannis |
| 2019-04-11 |
delete person Nancy McFadden |
| 2019-04-11 |
delete person Sharon Hoppel |
| 2019-02-08 |
delete person Rupa Raman |
| 2019-02-08 |
delete person Tracy Liu |
| 2019-01-01 |
delete president Ron Heath |
| 2019-01-01 |
delete vp Perpetua Phillips |
| 2019-01-01 |
insert managingdirector Ron Heath |
| 2019-01-01 |
delete person Matt Wolden |
| 2019-01-01 |
update person_description Audrey White => Audrey White |
| 2019-01-01 |
update person_description Bill Gardner => Bill Gardner |
| 2019-01-01 |
update person_description Brett Okamoto => Brett Okamoto |
| 2019-01-01 |
update person_description Dan Kang => Dan Kang |
| 2019-01-01 |
update person_description Gene Lackershire => Gene Lackershire |
| 2019-01-01 |
update person_description Jessica Fedderly => Jessica Fedderly |
| 2019-01-01 |
update person_description Jim Pondel => Jim Pondel |
| 2019-01-01 |
update person_description Jordan Reynolds => Jordan Reynolds |
| 2019-01-01 |
update person_description Maria Hatziyiannis => Maria Hatziyiannis |
| 2019-01-01 |
update person_description Mark Kummerer => Mark Kummerer |
| 2019-01-01 |
update person_description Nancy McFadden => Nancy McFadden |
| 2019-01-01 |
update person_description Perpetua Phillips => Perpetua Phillips |
| 2019-01-01 |
update person_description Ron Heath => Ron Heath |
| 2019-01-01 |
update person_description Rupa Raman => Rupa Raman |
| 2019-01-01 |
update person_description Shane Johnston => Shane Johnston |
| 2019-01-01 |
update person_description Sharon Hoppel => Sharon Hoppel |
| 2019-01-01 |
update person_description Tracy Liu => Tracy Liu |
| 2019-01-01 |
update person_description William Finley => William Finley |
| 2019-01-01 |
update person_description Yolanda Reyes White => Yolanda Reyes White |
| 2019-01-01 |
update person_title Perpetua Phillips: Vice President; Vice President / Sr. Portfolio Manager; Senior Portfolio Manager => Portfolio Manager; Member of the Management Team |
| 2019-01-01 |
update person_title Ron Heath: President => Managing Director |
| 2019-01-01 |
update person_title Shane Johnston: Senior Portfolio Manager; Head of the Stable Value Construction Team; Portfolio Manager => Portfolio Manager; Member of the Management Team |
| 2019-01-01 |
update person_title Sharon Hoppel: Director of Operations => Operations; Director of Operations; Member of the Management Team |
| 2019-01-01 |
update person_title Tracy Liu: Member of the Structured Sector Team; Analyst; Structured Products Trader / Analyst => Trader / Analyst |
| 2018-06-17 |
update person_description Matt Wolden => Matt Wolden |
| 2018-06-17 |
update person_description Nancy McFadden => Nancy McFadden |
| 2018-04-19 |
insert person Jason Swokins |
| 2018-04-19 |
update person_description Jordan Reynolds => Jordan Reynolds |
| 2018-04-19 |
update person_title Audrey White: Relationship Manager; Member of the Relationship Team => Member of the Relationship Team; Senior Relationship Manager |
| 2018-01-30 |
delete coo Karen McAfee |
| 2018-01-30 |
delete svp Karen McAfee |
| 2018-01-30 |
insert coo Sharon Hoppel |
| 2018-01-30 |
delete person Karen McAfee |
| 2018-01-30 |
update person_description Sharon Hoppel => Sharon Hoppel |
| 2018-01-30 |
update person_title Sharon Hoppel: Member of the Relationship Team; Client Portfolio Manager => Director of Operations |
| 2017-12-22 |
delete person Sharon Morell |
| 2017-11-23 |
insert person Jason Jenkins |
| 2017-10-26 |
delete person Peter Mahoney |
| 2017-05-19 |
insert svp Karen McAfee |
| 2017-05-19 |
delete person Steven DeSouza |
| 2017-05-19 |
update person_description Nancy McFadden => Nancy McFadden |
| 2017-05-19 |
update person_title Karen McAfee: Chief Operating Officer; Senior Vice President, Chief Operating Officer and Co - Compliance Officer => Chief Operating Officer; Senior Vice President |
| 2017-03-19 |
insert person Jessica Fedderly |
| 2017-02-09 |
insert otherexecutives Bill Gardner |
| 2017-02-09 |
update person_title Bill Gardner: Managing Director - Sales & Relationship; Managing Director - Sales and Relationship Management => Director |
| 2016-09-20 |
delete person Lauren Clarke |
| 2016-07-26 |
update person_title Sharon Morell: Relationship Manager => Client Portfolio Manager |
| 2016-01-23 |
insert person Tracy Liu |
| 2015-10-21 |
delete person Jason Delanty |
| 2015-10-21 |
update person_description Dan Kang => Dan Kang |
| 2015-08-26 |
update person_description Jordan Reynolds => Jordan Reynolds |
| 2015-06-24 |
insert person Jim Pondel |
| 2015-05-26 |
delete person Ryan Olsen |
| 2015-05-26 |
update person_title Bill Gardner: Managing Director - Sales & Relationship; Member of the Executive Management Team; Director - Sales & Relationship Management => Managing Director - Sales & Relationship Management; Managing Director - Sales & Relationship; Member of the Executive Management Team |
| 2014-11-06 |
delete personal_emails mo..@morley.com |
| 2014-11-06 |
insert person Jordan Reynolds |
| 2014-11-06 |
insert person Steven DeSouza |
| 2014-11-06 |
update person_title Bill Gardner: Director - Sales and; Member of the Executive Management Team; Director - Sales & Relationship Management => Managing Director - Sales & Relationship; Member of the Executive Management Team; Director - Sales & Relationship Management |
| 2014-11-06 |
update person_title Peter Mahoney: Assistant; Portfolio Manager; Member of the Investment Team => Assistant Portfolio Manager / Trader; Member of the Investment Team |
| 2014-10-09 |
update person_title Jason Delanty: Investment; Member of the Investment Team => Trader; Member of the Investment Team |
| 2014-07-19 |
insert personal_emails mo..@morley.com |
| 2014-07-19 |
delete person Monica Knowles |
| 2014-07-19 |
insert person Sharon Morell |
| 2014-05-27 |
insert coo Karen McAfee |
| 2014-05-27 |
update person_title Karen McAfee: Vice President / Chief Operating; Member of the Executive Management Team => Chief Operating Officer; Member of the Executive Management Team |
| 2014-05-27 |
update person_title Ron Heath: Managing Director - Sales & Marketing; President; Member of the Executive Management Team => President; Member of the Executive Management Team |
| 2014-04-20 |
delete otherexecutives Alex Ghazanfari |
| 2014-04-20 |
delete person Alex Ghazanfari |
| 2014-03-20 |
delete president Tim Stumpff |
| 2014-03-20 |
insert president Ron Heath |
| 2014-03-20 |
delete person Tim Stumpff |
| 2014-03-20 |
update person_title Ron Heath: Managing Director, Sales & Marketing; Member of the Executive Management Team => Managing Director - Sales & Marketing; President; Member of the Executive Management Team |
| 2013-08-17 |
update person_description Brett Dixon => Brett Dixon |
| 2013-07-12 |
delete person Paul Rocheleau |
| 2013-07-12 |
insert person Matt Wolden |