| Date | Description |
|---|
| 2025-04-05 |
delete personal_emails ro..@nm.com |
| 2025-04-05 |
delete person Robin E Skoog B. |
| 2024-09-28 |
insert person Ace Rodgers |
| 2024-09-28 |
insert person Amy Xu |
| 2024-09-28 |
insert person Brian Derenne |
| 2024-09-28 |
insert person John C. Roberts |
| 2024-09-28 |
insert person Naveen Dharmalingam |
| 2024-09-28 |
insert person Trevor Langmeier |
| 2024-09-28 |
update person_title Bonnie Tomczak: Vice President, Investment Products, President, Mason Street Advisors => President, Mason Street Advisors Vice President, Northwestern Mutual Head of Wealth Products |
| 2024-09-28 |
update person_title Christopher Moser: Investment Consultant => Senior Investment Consultant |
| 2024-09-28 |
update person_title Jarodd White: null => Portfolio Manager, Private Client Services |
| 2024-09-28 |
update person_title Jenna Koenings: Associate Portfolio Manager, Fixed Income => Member of the Fixed Income Team; Portfolio Manager |
| 2024-07-23 |
delete person Aditi Javeri Gokhale |
| 2024-06-18 |
delete person Alejandro (Alex) Esquivel |
| 2024-06-18 |
delete person Katie Wood |
| 2024-06-18 |
delete person Keith Dickerson |
| 2024-06-18 |
delete person Steven M. Bruce |
| 2024-04-04 |
delete personal_emails pe..@nm.com |
| 2024-04-04 |
delete person Peter Shapiro |
| 2024-04-04 |
update person_description Rebecca M Hayes => Rebecca M Hayes |
| 2024-04-04 |
update person_description Robin E Skoog B. => Robin E Skoog B. |
| 2024-04-04 |
update person_description Ryan T Matusik => Ryan T Matusik |
| 2023-04-28 |
delete person Brandon Hofmann |
| 2023-04-28 |
delete person Brent Schutte |
| 2023-04-28 |
delete person Ravi Mogallapu |
| 2023-04-28 |
insert person Alejandro (Alex) Esquivel |
| 2023-04-28 |
insert person Christopher Moser |
| 2023-04-28 |
insert person Daniel Baumgart |
| 2023-04-28 |
insert person Erjola Borici |
| 2023-04-28 |
insert person Jarodd White |
| 2023-04-28 |
insert person John E. (Jeb) Bentley |
| 2023-04-28 |
insert person Katie Wood |
| 2023-04-28 |
insert person MacKenzie Schill |
| 2023-04-28 |
insert person Nicholas Creech |
| 2023-04-28 |
insert person Shayla Martin |
| 2023-04-28 |
insert person Zach Freudenberg |
| 2023-04-28 |
update person_title Aaron Thill: Associate Portfolio Manager, Private Client Services => Portfolio Manager, Private Client Services |
| 2023-04-28 |
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; Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments |
| 2023-04-28 |
update person_title Bonnie L. Tomczak: Vice President, IPS Advisory Programs => Vice President, Investment Products |
| 2023-04-28 |
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 |
| 2023-04-28 |
update person_title Jack Gorski: Portfolio Management Specialist, Equities => Associate Portfolio Manager, Equities |
| 2023-04-28 |
update person_title Stefanie Cheske: Associate Portfolio Manager, Private Client Services => Portfolio Manager, Private Client Services |
| 2023-03-24 |
insert personal_emails pe..@nm.com |
| 2023-03-24 |
delete person Alejandro (Alex) Esquivel |
| 2023-03-24 |
delete person Christopher Moser |
| 2023-03-24 |
delete person Dan Amiri |
| 2023-03-24 |
delete person Daniel Baumgart |
| 2023-03-24 |
delete person Erjola Borici |
| 2023-03-24 |
delete person Jarodd White |
| 2023-03-24 |
delete person John E. (Jeb) Bentley |
| 2023-03-24 |
delete person Katie Wood |
| 2023-03-24 |
delete person MacKenzie Schill |
| 2023-03-24 |
delete person Nicholas Creech |
| 2023-03-24 |
delete person Shayla Martin |
| 2023-03-24 |
delete person Zach Freudenberg |
| 2023-03-24 |
insert person Brandon Hofmann |
| 2023-03-24 |
insert person Peter Shapiro |
| 2023-03-24 |
insert person Ravi Mogallapu |
| 2023-03-24 |
update person_title Aaron Thill: Portfolio Manager, Private Client Services => Associate Portfolio Manager, Private Client Services |
| 2023-03-24 |
update person_title Aditi Javeri Gokhale: Member of the SENIOR LEADERSHIP TEAM; Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments => Chief Commercial Officer and President of Investment Products and Services; Member of the SENIOR LEADERSHIP TEAM |
| 2023-03-24 |
update person_title Bonnie Tomczak: Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors => Vice President, IPS Advisory Programs |
| 2023-03-24 |
update person_title Daniel J. Adams: Member of the PRIVATE CLIENT SERVICES TEAM; Senior Portfolio Manager, Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Portfolio Manager, Private Client Services |
| 2023-03-24 |
update person_title Jack Gorski: Associate Portfolio Manager, Equities => Portfolio Management Specialist, Equities |
| 2023-03-24 |
update person_title Matthew D. Wilbur: Wealth & Investment Management => Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM |
| 2023-03-24 |
update person_title Stefanie Cheske: Portfolio Manager, Private Client Services => Associate Portfolio Manager, Private Client Services |
| 2022-11-12 |
insert person Daniel Baumgart |
| 2022-11-12 |
insert person Jarodd White |
| 2022-11-12 |
insert person MacKenzie Schill |
| 2022-11-12 |
insert person Shayla Martin |
| 2022-11-12 |
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 |
| 2022-04-27 |
delete person Brandon Hofmann |
| 2022-04-27 |
delete person Evamarie Schoenborn |
| 2022-04-27 |
delete person Ravi Mogallapu |
| 2022-04-27 |
insert person Alejandro (Alex) Esquivel |
| 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 John E. (Jeb) Bentley |
| 2022-04-27 |
insert person Katie Wood |
| 2022-04-27 |
insert person Nicholas Creech |
| 2022-04-27 |
insert person Zach Freudenberg |
| 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 |
| 2022-02-05 |
update person_description Robin E Skoog => Robin E Skoog B. |
| 2022-02-05 |
update person_description Ryan T Matusik => Ryan T Matusik |
| 2020-02-21 |
delete personal_emails mi..@nm.com |
| 2020-02-21 |
delete person Michael T. Baxter |
| 2019-03-29 |
delete personal_emails ti..@nm.com |
| 2019-03-29 |
insert personal_emails mi..@nm.com |
| 2019-03-29 |
delete person Concetta A Kowski |
| 2019-03-29 |
insert person Michael T. Baxter |
| 2019-03-29 |
update person_title Rebecca M Hayes: Associate; Financial Advisor => Associate Financial Representative |
| 2017-12-16 |
delete personal_emails ro..@nmfn.com |
| 2017-12-16 |
delete personal_emails ry..@nmfn.com |
| 2017-12-16 |
insert personal_emails ro..@nm.com |
| 2017-12-16 |
insert personal_emails ry..@nm.com |
| 2017-12-16 |
insert personal_emails ti..@nm.com |
| 2017-12-16 |
insert person Concetta A Kowski |
| 2017-12-16 |
update person_title Rebecca M Hayes: null => Associate; Financial Advisor |
| 2016-06-09 |
delete person Christopher J Ellensohn |
| 2015-05-12 |
update person_description Christopher J Ellensohn => Christopher J Ellensohn |
| 2015-05-12 |
update person_description Rebecca M Hayes => Rebecca M Hayes |
| 2015-05-12 |
update person_title Rebecca M Hayes: Member of Our Team; Operations Manager => null |
| 2014-11-23 |
insert personal_emails re..@nm.com |
| 2014-11-23 |
insert person Christopher J Ellensohn |
| 2014-11-23 |
insert person Rebecca M Hayes |
| 2014-11-23 |
update person_description Robin E Skoog => Robin E Skoog |
| 2014-11-23 |
update person_description Ryan T Matusik => Ryan T Matusik |