VALLEY OAK WEALTH MANAGEMENT - History of Changes


DateDescription
2024-03-20 delete person Matthew Smalbach
2024-03-20 insert person Donna Dilena
2024-03-20 insert person Liesa Ratto
2024-03-20 insert person Lucie Russell
2023-05-28 delete cmo Anne Russell
2023-05-28 delete person Vicki Cantor
2023-05-28 insert person Matthew Smalbach
2023-05-28 insert person Rebecca McIntosh
2023-05-28 update person_title Anne Russell: Marketing Director => VP Community Relations
2023-02-07 insert person Vicki Cantor
2023-01-06 delete person Carlo Di Fronzo
2023-01-06 delete person Robin Dalmon
2022-08-04 insert person Robin Dalmon
2022-07-05 insert person Carlo Di Fronzo
2022-06-04 delete person Jemma Cunningham
2022-06-04 delete person Maria K. Petate
2021-06-12 insert person Jemma Cunningham
2021-06-12 update person_description Maria K. Petate => Maria K. Petate
2021-06-12 update person_description Tom Davis => Tom Davis
2021-06-12 update person_title Tom Davis: VP, Research / Account Coordinator; VP, Research / Account Coordinator / CA Insurance Lic => Wealth Advisor / CA Insurance Lic; Wealth Advisor
2021-04-18 delete person Kareen Maskell
2020-09-26 insert person Will Martens
2016-07-20 delete person Scott Stanley
2016-04-12 insert person Maria K. Petate
2016-04-12 insert person Tom Davis
2015-07-06 delete person Maria Ingrande
2014-12-15 insert person Maria Ingrande
2014-10-20 update person_description Scott Stanley => Scott Stanley
2014-09-12 delete person Gail Neal