JEFF BERNATH - History of Changes


DateDescription
2025-01-13 insert personal_emails te..@rbc.com
2025-01-13 insert person Terry-Ann Wilson
2024-11-11 delete person Brianna Kahovec
2024-09-06 delete person Gen AI
2024-09-06 delete person Rebecca Bae
2024-09-06 insert person Amanda Randall
2024-09-06 insert person Jessica Wasnik
2024-09-06 insert person Rhea Hartl
2024-09-06 update person_description Brianna Kahovec => Brianna Kahovec
2024-07-01 insert person Gen AI
2024-07-01 update person_title Rebecca Bae: Will & Estate Consultant, RBC Family Office Services => Will & Estate Consultant, Family Office Services, RBC Wealth Management
2023-07-24 delete personal_emails ka..@rbc.com
2023-07-24 delete person Kathy Kautzman
2023-03-24 delete personal_emails an..@rbc.com
2023-03-24 insert personal_emails an..@rbc.com
2023-03-24 delete person Tim Squire
2023-03-24 insert person Kelly Kudeba
2023-03-24 insert person Melanie Lishchynsky
2023-03-24 insert person Rebecca Bae
2022-10-22 delete person Andrea Davidson
2022-10-22 insert person Andrea Bernath
2022-06-30 delete person Lindsay Ran
2022-06-30 insert person Lindsay Rann
2022-06-30 update person_description Colin Biblow => Colin Biblow
2022-05-29 insert person Brianna Kahovec
2022-05-29 insert person Lindsay Ran
2022-05-29 update person_title Spencer Ewen: Associate; CIM; Advisor => Associate; Advisor
2022-02-13 delete otherexecutives Kara Baker
2022-02-13 delete person Kara Baker
2022-02-13 update person_title Andrea Davidson: Associate => Wealth Associate
2022-02-13 update person_title Christie Melnychuk: Assistant Branch Operations Manager => Branch Operations Manager
2022-02-13 update person_title Gina Sundquist: Branch Operations Manager => Senior Branch Operations Manager
2022-02-13 update person_title Spencer Ewen: Associate => Associate; CIM; Advisor
2021-09-17 insert personal_emails ja..@rbc.com
2021-09-17 delete person Andrew Johnson
2021-09-17 insert person Jared Thompson
2021-09-17 update person_description Coady Cormier => Coady Cormier
2021-07-04 insert otherexecutives Doug Matheson
2021-07-04 insert otherexecutives Joshua Opheim
2021-07-04 insert otherexecutives Kara Baker
2021-07-04 update person_description Avideh Parent => Avideh Parent
2021-07-04 update person_title Christie Melnychuk: Assistant; Branch Administrator => Assistant Branch Operations Manager
2021-07-04 update person_title Doug Matheson: Branch Manager => Branch Director
2021-07-04 update person_title Gina Sundquist: Branch Administrator => Branch Operations Manager
2021-07-04 update person_title Joshua Opheim: Assistant Branch Manager; Investment Advisor => Associate; Branch Director
2021-07-04 update person_title Kara Baker: Assistant Branch Manager => Associate; Branch Director
2020-09-21 update person_title Keith Wu: Associate; Investment Advisor => Investment & Wealth Advisor
2020-09-21 update person_title Landon Kohle: Associate; Advisor => Associate Wealth Advisor
2020-03-31 delete person Lance Dimond
2020-03-31 delete person Marni Pettigrew
2020-03-31 insert person Cindy Simmons
2020-03-31 update person_description Fernanda de Freitas => Fernanda de Freitas
2020-02-28 update person_description Coady Cormier => Coady Cormier
2019-11-29 update person_description Kathy Kautzman => Kathy Kautzman
2019-11-29 update person_title Carson Jahn: Associate; Advisor => Associate Wealth & Investment Advisor
2019-10-21 insert person Brenda McIntyre
2019-10-21 insert person Coady Cormier
2019-10-21 insert person Faisal Jamal
2019-09-09 insert person Zach Zadorozniak
2019-09-09 update person_description Kathy Kautzman => Kathy Kautzman
2019-05-03 insert personal_emails an..@rbc.com
2019-05-03 insert person Andrea Davidson
2019-04-01 insert person Kara Baker
2019-04-01 update person_description Kaitlyn Zerr => Kaitlyn Zerr
2019-01-20 delete person Kate Priel
2019-01-20 delete person Lance Dimond
2019-01-20 delete person Marni Pettigrew
2019-01-20 delete person Shaun Pawluk
2019-01-20 insert person Spencer Ewen
2019-01-20 update person_description Kathy Kautzman => Kathy Kautzman
2019-01-20 update person_title Colin Biblow: Estate Planning Specialist; Member of Our Team; Planning Specialist => Estate Planning Specialist, RBC Wealth Management Financial Services Inc
2019-01-20 update person_title Kathy Kautzman: Associate => Associate; Associate Wealth Advisor
2019-01-20 update person_title Tim Squire: Financial Planner; Certified General Accountant; Financial Planning Specialist => Certified General Accountant
2018-05-07 update person_description Faisal Jamal => Faisal Jamal
2018-05-07 update person_description Jessica Thoen => Jessica Thoen
2018-05-07 update person_title Christie Melnychuk: Branch Technology Specialist => Assistant; Branch Administrator
2017-10-18 delete personal_emails je..@rbc.com
2017-10-18 insert personal_emails ka..@rbc.com
2017-10-18 delete person Holly Newton
2017-10-18 delete person Jessica Thoen
2017-10-18 insert person Kaitlyn Zerr
2017-10-18 update person_description Kate Priel => Kate Priel
2016-09-16 insert personal_emails ch..@rbc.com
2016-09-16 insert person Christie Melnychuk
2016-09-16 update person_title Valerio Ferrari: Senior Trust Advisor => RBC Estate & Trust Services; Senior Trust Advisor
2016-08-10 update person_title Joshua Opheim: Investment Advisor / RBC Dominion Securities; Advisor => Assistant Branch Manager & Investment Advisor / RBC Dominion Securities; Advisor
2016-07-13 delete person Brent Dunlop
2016-07-13 insert person Valerio Ferrari
2016-05-19 update person_title Warren Murray: Investment Advisor / RBC Dominion Securities; Advisor => Advisor; Vice President & Investment Advisor / RBC Dominion Securities
2016-03-08 insert person Kyle Turner
2016-02-09 insert personal_emails de..@rbc.com
2016-02-09 insert person Avideh Parent
2016-01-12 delete vp Doug Matheson
2016-01-12 insert personal_emails je..@rbc.com
2016-01-12 update person_description Barry Woytowich => Barry Woytowich
2016-01-12 update person_title Doug Matheson: Vice President / North Battleford; Vice President; Vice President / RBC Dominion Securities; Member of the Branch Management Team; Vice President / Melfort; Vice President / Prince Albert; Advisor; Branch Manager => Vice Président; Advisor; Branch Manager
2015-06-12 insert personal_emails de..@rbc.com
2015-06-12 delete person Shirley Wensley
2015-06-12 insert person Derek Arnott
2015-06-12 insert person Jessica Thoen
2015-06-12 insert person Melanie Ward
2015-06-12 insert person Sharon Churko
2015-06-12 update person_description Brittany Schultz => Brittany Schultz
2015-06-12 update person_title Cliff Russell: Vice President; Investment Advisor; Chartered Investment Manager => Vice President; Associate Portfolio Manager; Chartered Investment Manager
2015-04-13 delete person Derek Shevkenek
2015-02-16 delete person Ralph Conia
2015-01-15 update person_title Charles Fox: Investment Advisor / RBC Dominion Securities; Advisor => Associate Portfolio Manager and Wealth Advisor / RBC Dominion Securities; Advisor
2014-10-12 insert personal_emails we..@rbc.com
2014-10-12 insert vp Doug Matheson
2014-10-12 delete person Wendy Tsang
2014-10-12 insert person Wendy Taherian
2014-10-12 update person_title Doug Matheson: Investment Advisor / Prince Albert; Investment Advisor; Member of the Branch Management Team; Investment Advisor / North Battleford; Investment Advisor / RBC Dominion Securities; Investment Advisor / Melfort; Advisor; Branch Manager => Vice President / North Battleford; Vice President; Vice President / RBC Dominion Securities; Member of the Branch Management Team; Vice President / Melfort; Vice President / Prince Albert; Advisor; Branch Manager
2014-09-02 delete person Alain Gaucher
2014-07-24 insert vp Cliff Russell
2014-07-24 insert person Russell Wealth
2014-07-24 update person_title Cliff Russell: Investment Advisor / RBC Dominion Securities; Investment Advisor; Advisor => Vice President; Investment Advisor; Chartered Investment Manager
2014-04-17 insert otherexecutives Bob Jones
2014-04-17 insert vp Bob Jones
2014-04-17 insert person Bob Jones
2014-04-17 insert person Marni Pettigrew
2014-04-17 update person_description Barry Woytowich => Barry Woytowich
2014-04-17 update person_description Ralph Conia => Ralph Conia
2014-03-12 delete person Don Bell
2014-02-05 delete person Allan Rath
2014-02-05 update person_description Carmen Coupal => Carmen Coupal
2014-02-05 update person_title Joshua Opheim: Infestment Advisor / RBC Dominion Securities; Advisor => Investment Advisor / RBC Dominion Securities; Advisor
2013-12-10 insert person Tim Squire
2013-12-10 update person_description Don Bell => Don Bell