SRI WEALTH MANAGEMENT GROUP - History of Changes


DateDescription
2024-04-07 update person_title Gwenne Bacani: Senior Investment Associate, Social Investment Associate; RBC Wealth Management As an Investment Associate => Senior Investment Associate; RBC Wealth Management As an Investment Associate
2024-04-07 update person_title Michelle Schiro: Vice President - Financial Advisor, Consulting Group => First Vice President - Financial Advisor, Consulting Group
2023-02-05 delete personal_emails je..@rbc.com
2023-02-05 delete person Jennifer Cai
2023-02-05 update person_title Michelle Schiro: Associate Vice President - Financial Advisor, Consulting Group => Vice President - Financial Advisor, Consulting Group
2022-09-19 delete personal_emails ja..@rbc.com
2022-09-19 delete person Jason Fung
2022-05-03 delete personal_emails ma..@rbc.com
2022-05-03 delete personal_emails mi..@rbc.com
2022-05-03 insert personal_emails ja..@rbc.com
2022-05-03 insert personal_emails mi..@rbc.com
2022-05-03 delete person Mark Dye
2022-05-03 delete person Michelle Levy
2022-05-03 insert person Jason Fung
2022-05-03 insert person Michelle Schiro
2022-05-03 update person_title Gwenne Bacani: Investment Associate, Social Investments; RBC Wealth Management As an Investment Associate => Senior Investment Associate, Social Investment Associate; RBC Wealth Management As an Investment Associate
2020-10-16 update person_title Mark Dye: Client Associate => Registered Client Associate
2020-02-29 insert personal_emails je..@rbc.com
2020-02-29 insert person Jennifer Cai
2020-02-29 update person_title Gwenne Bacani: Social Investment Associate; RBC Wealth Management As an Investment Associate => Investment Associate, Social Investments; RBC Wealth Management As an Investment Associate
2020-02-29 update person_title Hector Maldonado: Senior Investment Associate => Senior Financial Associate
2019-09-19 delete person Monishaa Saravanan
2019-06-12 delete personal_emails ni..@rbc.com
2019-06-12 delete personal_emails ta..@rbc.com
2019-06-12 insert personal_emails ma..@rbc.com
2019-06-12 insert personal_emails mi..@rbc.com
2019-06-12 delete person Nicole Collier
2019-06-12 delete person Tanvi Pradhan
2019-06-12 insert person Farralon Udom, CFA
2019-06-12 insert person Mark Dye
2019-06-12 insert person Michelle Levy
2019-06-12 insert person Monishaa Saravanan
2019-06-12 update person_title Gwenne Bacani: Investment Associate; RBC Wealth Management As an Investment Associate => Social Investment Associate; RBC Wealth Management As an Investment Associate
2018-03-17 update person_title Tanvi Pradhan: Senior Investment Associate => Social Investment Associate, Social Investment Associate
2017-10-08 insert personal_emails gw..@rbc.com
2017-10-08 insert person Gwenne Bacani
2017-10-08 insert person Tammy Pioch
2017-06-24 delete personal_emails ju..@rbc.com
2017-06-24 delete personal_emails ka..@rbc.com
2017-06-24 delete person Justin Klueger
2017-06-24 delete person Katie French
2017-06-24 update person_description Tanvi Pradhan => Tanvi Pradhan
2017-01-15 insert personal_emails ka..@rbc.com
2017-01-15 insert person Katie French
2017-01-15 update person_description Thomas Van Dyck => Thomas Van Dyck
2016-12-09 update person_description Thomas Van Dyck => Thomas Van Dyck
2016-11-09 update person_description Catherine Chen => Catherine Chen
2016-11-09 update person_description Justin Klueger => Justin Klueger
2016-11-09 update person_title Tanvi Pradhan: Senior Investment Associate => Senior Investment Associate - Social Investment Associate
2016-10-10 delete personal_emails ra..@rbc.com
2016-10-10 delete person Rachel Marando
2016-10-10 update person_title Tanvi Pradhan: Investment Associate => Senior Investment Associate
2016-09-12 update person_description Nicole Collier => Nicole Collier
2016-03-31 delete personal_emails ma..@rbc.com
2016-03-31 delete person Maryann Simpson
2016-03-31 update person_description Thomas Van Dyck => Thomas Van Dyck
2016-03-31 update person_title Justin Klueger: Registered Client Associate => Investment Associate
2016-03-31 update person_title Nicole Collier: Investment Associate; Associate With the => Associate With the; Senior Financial Associate
2016-03-31 update person_title Tanvi Pradhan: Client Associate => Investment Associate
2014-07-25 delete personal_emails jo..@rbc.com
2014-07-25 delete person Joshua Levine
2014-04-18 delete personal_emails ch..@rbc.com
2014-04-18 delete person Christina Ko
2014-04-18 insert person Cheryl A. Smith