| Date | Description |
|---|
| 2024-04-05 |
delete personal_emails ch..@nm.com |
| 2024-04-05 |
delete personal_emails ch..@nm.com |
| 2024-04-05 |
delete personal_emails jo..@nm.com |
| 2024-04-05 |
insert personal_emails cl..@nm.com |
| 2024-04-05 |
insert personal_emails el..@nm.com |
| 2024-04-05 |
insert personal_emails ja..@nm.com |
| 2024-04-05 |
insert personal_emails na..@nm.com |
| 2024-04-05 |
insert personal_emails pe..@nm.com |
| 2024-04-05 |
delete person Charles Schmidt |
| 2024-04-05 |
delete person Chase Robertson |
| 2024-04-05 |
delete person Joe Neiman |
| 2024-04-05 |
delete person Rebecca Fisher |
| 2024-04-05 |
insert person Annette Testa-Young |
| 2024-04-05 |
insert person Elizabeth M Hord |
| 2024-04-05 |
insert person Janis Taylor |
| 2024-04-05 |
insert person Natarsha H Malik B. |
| 2024-04-05 |
update person_title Jack Gorski: Member of the Large Cap Equity Team; Associate Portfolio Manager, Equities => Portfolio Manager, Equities |
| 2024-04-05 |
update person_title MacKenzie Schill: Investment Consultant => Portfolio Manager Specialist, Fixed Income |
| 2023-08-23 |
update person_description Joseph B Beshear => Joseph B Beshear |
| 2023-06-23 |
insert otherexecutives Shawn Peck |
| 2023-06-23 |
insert personal_emails sh..@nm.com |
| 2023-06-23 |
insert person Shawn Peck |
| 2023-05-04 |
delete personal_emails jo..@nm.com |
| 2023-05-04 |
insert personal_emails ru..@nm.com |
| 2023-05-04 |
delete person John Burpee |
| 2023-05-04 |
insert person Russell Goss |
| 2023-03-31 |
update person_title Aditi Javeri Gokhale: Member of the SENIOR LEADERSHIP TEAM; Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments => Member of the SENIOR LEADERSHIP TEAM; Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments |
| 2023-03-31 |
update person_title Bonnie L. Tomczak: Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors => Vice President, Investment Products |
| 2023-03-31 |
update person_title Caleb Rogers: Live Well Capital As an Analyst => Live Well Capital As an Analyst; Financial Planning Analyst |
| 2023-03-31 |
update person_title Matthew D. Wilbur: Wealth & Investment Management => Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM |
| 2023-02-20 |
insert personal_emails ca..@nm.com |
| 2023-02-20 |
insert person Caleb Rogers |
| 2023-02-20 |
insert person Dustin Parks |
| 2023-02-20 |
insert person Marty W. Geiger |
| 2023-02-20 |
insert person Marty W. Geiger CFP |
| 2023-01-05 |
insert personal_emails jo..@nm.com |
| 2023-01-05 |
insert person Chris Ridings |
| 2023-01-05 |
insert person Connor Lewis |
| 2023-01-05 |
insert person Joe Neiman |
| 2022-11-21 |
delete personal_emails ch..@nm.com |
| 2022-11-21 |
insert personal_emails ja..@nm.com |
| 2022-11-21 |
delete person Christine Mills CFP |
| 2022-11-21 |
delete person Jacquelyn Cochrane |
| 2022-11-21 |
delete person Luke Madsen LUTCF |
| 2022-11-21 |
delete person Nick Deppner |
| 2022-11-21 |
delete person Reid Miles |
| 2022-11-21 |
insert person Daniel Baumgart |
| 2022-11-21 |
insert person Danielle Brown |
| 2022-11-21 |
insert person Jared Nickoli |
| 2022-11-21 |
insert person Jarodd White |
| 2022-11-21 |
insert person MacKenzie Schill |
| 2022-11-21 |
insert person Shayla Martin |
| 2022-11-21 |
update person_description John Burpee => John Burpee |
| 2022-11-21 |
update person_description Russell Peterson => Russell Peterson |
| 2022-11-21 |
update person_title Daniel J. Adams: Member of the PRIVATE CLIENT SERVICES TEAM; Portfolio Manager, Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Senior Portfolio Manager, Private Client Services |
| 2022-11-21 |
update person_title Davie Cochrane: Lead Partner and Private Wealth Advisor => CLU®, ChFC®, CPA, PFS; Lead Partner and Private Wealth Advisor |
| 2022-08-01 |
delete personal_emails ca..@nm.com |
| 2022-08-01 |
delete person Cassidy Carr |
| 2022-06-30 |
insert personal_emails kr..@nm.com |
| 2022-06-30 |
delete person Katelynn McDaniel |
| 2022-06-30 |
insert person Jeffrey Novak |
| 2022-06-30 |
insert person Kris Machain |
| 2022-06-30 |
insert person Luke Madsen LUTCF |
| 2022-06-30 |
update person_description Cassidy Carr => Cassidy Carr |
| 2022-06-30 |
update person_title Cassidy Carr: Sergeant; Financial Planning Assistant => Operations Assistant |
| 2022-05-29 |
delete person Luke Madsen LUTCF |
| 2022-04-27 |
insert personal_emails br..@nm.com |
| 2022-04-27 |
insert personal_emails ja..@nm.com |
| 2022-04-27 |
delete person Brandon Hofmann |
| 2022-04-27 |
delete person Evamarie Schoenborn |
| 2022-04-27 |
delete person Michelle Marger |
| 2022-04-27 |
delete person Ravi Mogallapu |
| 2022-04-27 |
insert person Alejandro (Alex) Esquivel |
| 2022-04-27 |
insert person Brittany Tabler |
| 2022-04-27 |
insert person Christopher Moser |
| 2022-04-27 |
insert person Dan Amiri |
| 2022-04-27 |
insert person Erjola Borici |
| 2022-04-27 |
insert person Jason Hentz |
| 2022-04-27 |
insert person John E. (Jeb) Bentley |
| 2022-04-27 |
insert person Katelynn McDaniel |
| 2022-04-27 |
insert person Katie Wood |
| 2022-04-27 |
insert person Kelsey Kunkemoeller |
| 2022-04-27 |
insert person Nicholas Creech |
| 2022-04-27 |
insert person Zach Freudenberg |
| 2022-04-27 |
update person_description Davie Cochrane => Davie Cochrane |
| 2022-04-27 |
update person_description Jacquelyn Cochrane => Jacquelyn Cochrane |
| 2022-04-27 |
update person_description Kertsze Nunes CFP => Kertsze Nunes CFP |
| 2022-04-27 |
update person_description Reid Miles => Reid Miles |
| 2022-04-27 |
update person_description Stephanie Yang => Stephanie Yang |
| 2022-04-27 |
update person_title Aaron Thill: Associate Portfolio Manager, Private Client Services => Portfolio Manager, Private Client Services |
| 2022-04-27 |
update person_title Aditi Javeri Gokhale: Chief Commercial Officer and President of Investment Products and Services; Member of the SENIOR LEADERSHIP TEAM => Member of the SENIOR LEADERSHIP TEAM; Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments |
| 2022-04-27 |
update person_title Bonnie Tomczak: Vice President, IPS Advisory Programs => Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors |
| 2022-04-27 |
update person_title Jack Gorski: Portfolio Management Specialist, Equities => Associate Portfolio Manager, Equities |
| 2022-04-27 |
update person_title Matthew D. Wilbur: Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM => Wealth & Investment Management |
| 2022-04-27 |
update person_title Stefanie Cheske: Associate Portfolio Manager, Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Portfolio Manager, Private Client Services |
| 2022-04-27 |
update person_title Stephanie Yang: Director of Planning; Portfolio Manager => Portfolio Manager |
| 2022-02-05 |
insert person Mindi Rich |
| 2022-02-05 |
insert person Morgan L Rich |
| 2022-02-05 |
update person_description Sarah Hayes => Sarah Hayes |
| 2022-02-05 |
update person_title Angie McIntosh: Director of Insurance Operations => Insurance Operations Associate |
| 2022-02-05 |
update person_title Cassidy Carr: Sergeant; Executive Assistant => Sergeant; Financial Planning Assistant |
| 2022-02-05 |
update person_title Christine Mills CFP: Financial Planning Associate => Financial Planning Analyst |
| 2022-02-05 |
update person_title Lisa Woods: Office Manager => Financial Planning Assistant |
| 2022-02-05 |
update person_title Michael Cook: Operations Manager => Investment Operations Associate |
| 2022-02-05 |
update person_title Nick Deppner: Financial Planning Associate => Financial Planning Analyst |
| 2022-02-05 |
update person_title Sarah Hayes: Investment Operations => Investment Operations Associate |
| 2022-02-05 |
update person_title Shawn Zolcak: Associate Financial Representative => Financial Planning Analyst |
| 2021-09-13 |
delete personal_emails va..@nm.com |
| 2021-09-13 |
insert personal_emails sa..@nm.com |
| 2021-09-13 |
delete person Vanessa Kirchoff |
| 2021-09-13 |
insert person Sarah Hayes |
| 2021-07-03 |
insert person Nick Deppner |
| 2021-04-27 |
delete personal_emails ja..@nm.com |
| 2021-04-27 |
delete person Dustin Parks |
| 2021-04-27 |
insert person Lisa Woods |
| 2021-04-27 |
update person_description Brad Weeks => Brad Weeks |
| 2021-04-27 |
update person_description Vanessa Kirchoff => Vanessa Kirchoff |
| 2021-02-03 |
insert personal_emails ca..@nm.com |
| 2021-02-03 |
insert person Angie McIntosh |
| 2021-02-03 |
insert person Cassidy Carr |
| 2021-02-03 |
update person_description Andrew J Scarpitti => Andrew J Scarpitti |
| 2021-02-03 |
update person_description Kelsey Rosenkrantz => Kelsey Rosenkrantz |
| 2021-02-03 |
update person_description Tim Miller => Timothy C. Miller |
| 2021-02-03 |
update person_title Dustin Parks: Financial Advisor => Financial Representative |
| 2020-05-28 |
delete personal_emails el..@nm.com |
| 2020-05-28 |
delete personal_emails st..@nm.com |
| 2020-05-28 |
delete person Elliott A Sternberg |
| 2020-05-28 |
delete person Stephanie Jane Bordes |
| 2019-10-28 |
insert personal_emails el..@nm.com |
| 2019-10-28 |
insert person Elliott A Sternberg |
| 2019-08-20 |
insert personal_emails ke..@nm.com |
| 2019-03-29 |
delete personal_emails ma..@nm.com |
| 2019-03-29 |
insert coo Kelsey Rosenkrantz |
| 2019-03-29 |
insert personal_emails ch..@nm.com |
| 2019-03-29 |
delete person Marty Walker Geiger |
| 2019-03-29 |
delete person Mary E Howell |
| 2019-03-29 |
insert person Christine A Gallatin |
| 2019-03-29 |
update person_description Stephanie Jane Bordes => Stephanie Jane Bordes |
| 2019-03-29 |
update person_title Kelsey Rosenkrantz: in 2015 As the Director of Marketing and Client Services; Director of Marketing and Client Services => Director of Operations; in 2015 As the Director of Marketing and Client Services |
| 2019-03-29 |
update person_title Michael G Cook: Manager, Investment Operations => null |
| 2019-03-29 |
update person_title Stephanie Jane Bordes: Director of Investment Operations and Services => null |
| 2017-11-30 |
insert personal_emails st..@nm.com |
| 2017-11-30 |
delete person Stephanie J Ward |
| 2017-11-30 |
insert person Kelsey Rosenkrantz |
| 2017-11-30 |
insert person Stephanie Jane Bordes |
| 2017-11-30 |
update person_title Jared J B Nickoli: Representative With Northwestern Mutual => Portfolio Advisor; Representative With Northwestern Mutual |
| 2016-08-20 |
delete personal_emails le..@nm.com |
| 2016-08-20 |
insert person David M Schimberg |
| 2016-08-20 |
update person_title Jared Nickoli: Associate Financial Representative; Representative With Northwestern Mutual => Representative With Northwestern Mutual |
| 2016-07-17 |
insert personal_emails le..@nm.com |
| 2016-07-17 |
insert person Dustin Michael Parks |
| 2016-07-17 |
insert person Marty Geiger |
| 2016-06-08 |
delete personal_emails br..@nm.com |
| 2016-06-08 |
delete personal_emails ma..@nm.com |
| 2016-06-08 |
insert personal_emails ma..@nm.com |
| 2016-06-08 |
delete person Mary E Dorgan |
| 2016-06-08 |
insert person Kelsey Shannon |
| 2016-06-08 |
insert person Mary E Howell |
| 2016-06-08 |
insert person Michael G Cook |
| 2016-06-08 |
update person_description Jared Nickoli => Jared Nickoli |
| 2016-06-08 |
update person_description John Brannon => John Brannon |
| 2016-06-08 |
update person_title John Brannon: Associate Wealth Management Advisor => in 2014 As Portfolio Advisor and Chief Operating Officer; Portfolio Advisor |
| 2015-07-25 |
update person_title Jared Nickoli: Financial Representative Assistant => Associate Financial Representative |
| 2015-05-26 |
insert personal_emails br..@nm.com |
| 2015-05-26 |
delete person Jay Kersey |
| 2015-05-26 |
delete person Ron Beshear |
| 2015-04-19 |
delete personal_emails mi..@nm.com |
| 2015-04-19 |
insert personal_emails ja..@nm.com |
| 2015-04-19 |
insert personal_emails jo..@nm.com |
| 2015-04-19 |
delete person Michelle L Mason |
| 2015-04-19 |
insert person Jared Nickoli |
| 2015-04-19 |
insert person John Brannon |
| 2014-05-15 |
delete personal_emails ma..@nmfn.com |
| 2014-05-15 |
insert personal_emails ma..@nm.com |
| 2014-04-09 |
delete personal_emails sa..@nmfn.com |
| 2014-04-09 |
delete person Sarah Hautman |