| Date | Description |
|---|
| 2024-12-28 |
delete person Stacy Napoles |
| 2024-10-28 |
insert person Michael Gionta |
| 2024-10-28 |
update person_description Scott Minnis => Scott Minnis |
| 2024-10-28 |
update person_title Jon Bartos: Chief Investment Advisor With Starfish Partners; Investment Advisor; Chief => Chief Investment Advisor With Starfish Partners |
| 2024-08-24 |
update person_description Trey Matthews => Trey Matthews |
| 2024-08-24 |
update person_title Tony Miller: Vice President of Client Delivery => Training and Consulting Advisor |
| 2024-08-24 |
update person_title Trey Matthews: the Business and Operations Analyst of Sanford Rose Associates; Senior Director of Business Architecture and Analytics => Business Architect and Sr Director of Analytics; Senior Director of Business Architecture and Analytics |
| 2022-09-29 |
update person_description Christine Geiger => Christine Geiger |
| 2022-04-19 |
update person_title Aysha Moosa: Marketing Communications and Client Services Manager => Director of Client Services for Digital Marketing |
| 2020-09-21 |
update person_title Darren McDougal: Managing Partner, Senior Director of Marketing Communications => President of Next Level Marketing Communications and Managing Partner With Kaye / Bassman International |
| 2020-02-09 |
delete person Chance Studdard |
| 2020-02-09 |
delete person Ita Harris |
| 2019-06-09 |
insert person Chance Studdard |
| 2019-05-09 |
insert president Greg Doersching |
| 2019-05-09 |
insert person Greg Doersching |
| 2019-05-09 |
update person_title Darren McDougal: Managing Partner, Marketing Communications; Managing Partner With Kaye / Bassman International => Managing Partner, Senior Director of Marketing Communications |
| 2018-12-25 |
update person_description Ita Harris => Ita Harris |
| 2018-12-25 |
update person_title Ita Harris: Operations Manager => Senior Director of Client Services for Next Level Exchange / Mastery |
| 2018-11-04 |
update person_title Christine Geiger: Senior Director of Training => Partner, Senior Director of Training |
| 2018-10-02 |
update person_description Christine Geiger => Christine Geiger |
| 2018-08-30 |
update person_description Rob Mosley => Rob Mosley |
| 2018-08-30 |
update person_title Erin Bent: Senior Director of Clients Services; Senior Director of Training; Director of Training for Kaye / Bassman => Senior Director of Clients Services; Partner, Senior Director of Training; Director of Training for Kaye / Bassman |
| 2018-05-31 |
update person_title Michelle Masterson: Director of Client Services => Partner, Business Development; Director of Client Services |
| 2018-02-22 |
delete person Haley Kirk |
| 2018-02-22 |
delete person Mark Murphy |
| 2016-06-02 |
insert person Christine Geiger |
| 2016-06-02 |
update person_title Erin Bent: Senior Director of Clients Services; Senior Director of Client Services; Director of Training for Kaye / Bassman => Senior Director of Clients Services; Senior Director of Training; Director of Training for Kaye / Bassman |
| 2015-08-08 |
delete otherexecutives Julie Miller |
| 2015-08-08 |
delete person Julie Miller |
| 2015-03-20 |
insert otherexecutives Rebecca Pope |
| 2015-03-20 |
insert person Rebecca Pope |
| 2015-03-20 |
update person_description Michelle Masterson => Michelle Masterson |
| 2015-03-20 |
update person_title Haley Kirk: Marketing Administrator => Marketing Communications and Client Services Manager |
| 2014-04-17 |
insert person Haley Kirk |
| 2014-03-13 |
insert person Aysha Moosa |
| 2013-11-10 |
insert otherexecutives Julie Miller |
| 2013-11-10 |
insert person Julie Miller |
| 2013-10-11 |
insert otherexecutives Michelle Masterson |
| 2013-10-11 |
insert person Chuck Stichweh |
| 2013-10-11 |
insert person Erin Bent |
| 2013-10-11 |
insert person Ita Harris |
| 2013-10-11 |
insert person Michelle Masterson |
| 2013-10-11 |
update person_description Jeff Kaye => Jeff Kaye |
| 2013-10-11 |
update person_description Karen Schmidt => Karen Schmidt |
| 2013-10-11 |
update person_description Nick Turner => Nicholas L. Turner |
| 2013-10-11 |
update person_title Darren McDougal: Managing Partner, Marketing Communications; Member of the Next Level Exchange Team => Managing Partner, Marketing Communications; Managing Partner With Kaye / Bassman International; Member of the Next Level Exchange Team |
| 2013-10-11 |
update person_title Karen Schmidt: Managing Partner, Training and Development; Member of the Next Level Exchange Team; Director of Training and Development => Managing Partner With Kaye / Bassman International; Managing Partner, Training and Development; Member of the Next Level Exchange Team |
| 2013-08-11 |
delete person Jacqueline Karle |