| Date | Description |
|---|
| 2023-09-17 |
insert chro Pablo Terra |
| 2023-09-17 |
insert cmo Matt Seitz |
| 2023-09-17 |
insert person Luke Ripienski |
| 2023-09-17 |
insert person Matt Seitz |
| 2023-09-17 |
insert person Pablo Terra |
| 2023-07-12 |
delete chro Pablo Terra |
| 2023-07-12 |
delete cmo Matt Seitz |
| 2023-07-12 |
delete person Don Chamberlin |
| 2023-07-12 |
delete person Gina Pellegrini |
| 2023-07-12 |
delete person Greg Hammer |
| 2023-07-12 |
delete person Jeremy Reiland |
| 2023-07-12 |
delete person John Del Greco |
| 2023-07-12 |
delete person Matt Seitz |
| 2023-07-12 |
delete person Pablo Terra |
| 2023-07-12 |
insert person Erin Moser |
| 2023-07-12 |
insert person Marcella McMahon |
| 2023-07-12 |
insert person Melanie Moorer |
| 2023-07-12 |
update person_description Jason L Smith => Jason L Smith |
| 2023-07-12 |
update person_title Carl Smith: Coach; Founding Partner => Founding Partner; Ambassador |
| 2023-02-19 |
insert cmo Matt Seitz |
| 2023-02-19 |
insert president Dave Alison |
| 2023-02-19 |
update person_description Jennifer Mackert => Jennifer Mackert |
| 2023-02-19 |
update person_title Dave Alison: Member of the Leadership and Mentor Team; Chief Operating Officer and Founding Partner of C2P Enterprises; Lead Trainer Founding Partner; Founding Partner => Member of the Leadership and Mentor Team; Chief Operating Officer and Founding Partner of C2P Enterprises; President; Founding Partner |
| 2023-02-19 |
update person_title Matt Seitz: EVP of Marketing and Partner at C2P Enterprises; EVP of Marketing Partner => Chief Marketing Officer; Partner |
| 2022-10-16 |
delete person Bryan Bibbo |
| 2022-10-16 |
delete person Jeff Warnkin |
| 2022-10-16 |
update person_title Matt Seitz: EVP of Marketing at C2P Enterprises => EVP of Marketing and Partner at C2P Enterprises; EVP of Marketing Partner |
| 2022-09-14 |
update person_title Jennifer Mackert: Chief Operations Officer; Member of the Leadership and Mentor Team; Chief Operations Officer of Training; Partner => Chief Operating Officer; Member of the Leadership and Mentor Team; Partner; Chief Operating Partner at C2P Enterprises |
| 2022-07-14 |
update person_description Matt Seitz => Matt Seitz |
| 2022-07-14 |
update person_title Matt Seitz: Executive VP, Marketing at C2P Enterprises; EVP for C2P Enterprises; EVP of Marketing => EVP of Marketing at C2P Enterprises |
| 2022-06-13 |
delete chieflegalofficer Jennifer Relien |
| 2022-06-13 |
delete otherexecutives Eric Langenfeld |
| 2022-06-13 |
delete otherexecutives Nick Mueller |
| 2022-06-13 |
delete person Eric Langenfeld |
| 2022-06-13 |
delete person Jennifer Relien |
| 2022-06-13 |
delete person Nick Mueller |
| 2022-03-13 |
delete person Ed Slott Master |
| 2022-03-13 |
update person_description Brian Mann => Brian D. Mann |
| 2022-03-13 |
update person_description Dave Alison => Dave Alison |
| 2022-03-13 |
update person_description Jason L Smith => Jason L Smith |
| 2022-03-13 |
update person_description Jennifer Mackert => Jennifer Mackert |
| 2022-03-13 |
update person_description Matt Seitz => Matt Seitz |
| 2022-03-13 |
update person_title Brian D. Mann: Founder of Elite Advisory Group; Chief Distribution Officer of C2P Enterprises => Chief Distribution Officer; Member of the Senior Leadership Team |
| 2022-03-13 |
update person_title Greg Hammer: Mentor Model Office Partner => Partner; Mentor Partner |
| 2022-03-13 |
update person_title Jeff Warnkin: Advisor Mentor Model Office; Advisor; CFP®, CPA, MTax => Advisor; CFP®, CPA, MTax |
| 2022-03-13 |
update person_title John Del Greco: Founding Partner; Mentor Model Office Founding Partner => Founding Partner; Mentor Founding Partner |
| 2022-03-13 |
update person_title Mary Sterk: Senior Vice President of Coaching; Senior Vice President of Coaching Partner => Senior Vice President of Coaching; Member of the Leadership and Mentor Team; Partner |
| 2022-03-13 |
update person_title Matt Seitz: EVP of Marketing at C2P Enterprises => Executive VP, Marketing at C2P Enterprises; EVP for C2P Enterprises; EVP of Marketing |
| 2021-09-30 |
update person_description Dave Alison => Dave Alison |
| 2021-09-30 |
update person_title Carl Smith: Mastermind Ambassador Founding Partner; Founding Partner => Coach; Founding Partner |
| 2021-08-30 |
insert otherexecutives Eric Langenfeld |
| 2021-08-30 |
update person_title Eric Langenfeld: Member of the Business Development Team; Senior Business Development Associate => Member of the Business Development Team; Vice President of Business Development |
| 2021-07-26 |
delete person Jason King |
| 2021-05-24 |
delete coo Pablo Terra |
| 2021-05-24 |
delete evp Dave Alison |
| 2021-05-24 |
delete otherexecutives Jennifer Mackert |
| 2021-05-24 |
insert chro Pablo Terra |
| 2021-05-24 |
insert coo Jennifer Mackert |
| 2021-05-24 |
delete person Dipen Mehta |
| 2021-05-24 |
delete person Levi Bunkers |
| 2021-05-24 |
update person_title Dave Alison: Executive Vice President; Member of the Leadership and Mentor Team => Lead Trainer Founding Partner |
| 2021-05-24 |
update person_title Jennifer Mackert: Chief Administrative Officer; Partner; Chief Administrative Officer and a Partner => Chief Operations Officer; Partner; Chief Operations Officer and a Partner |
| 2021-05-24 |
update person_title Jennifer Relien: General Counsel; General Counsel and Chief Compliance Officer for C2P Enterprises; Chief Compliance Officer => General Counsel; General Counsel for C2P Enterprises |
| 2021-05-24 |
update person_title Matt Seitz: Managing Director of Sales and Marketing at C2P Enterprises; Managing Director of Sales & Marketing => EVP of Marketing at C2P Enterprises |
| 2021-05-24 |
update person_title Pablo Terra: Chief Operating Officer; Leader; Founding Partner => Leader; Founding Partner; Chief People Officer |
| 2021-04-09 |
delete otherexecutives Matt Smith |
| 2021-04-09 |
delete person Matt Smith |
| 2021-04-09 |
update person_description Matt Seitz => Matt Seitz |
| 2021-02-14 |
insert chieflegalofficer Jennifer Relien |
| 2021-02-14 |
insert person Brian Mann |
| 2021-02-14 |
insert person Dipen Mehta |
| 2021-02-14 |
insert person Jennifer Relien |
| 2021-01-14 |
update person_description Matt Seitz => Matt Seitz |
| 2020-10-07 |
insert person Eric Langenfeld |
| 2020-08-09 |
delete president Jason L Smith |
| 2020-08-09 |
update person_title Jason L Smith: President & CEO Founder; CEO; Member of the Leadership and Mentor Team; Founder; President => CEO; Member of the Leadership and Mentor Team; Founder |
| 2020-06-03 |
update person_description Jennifer Mackert => Jennifer Mackert |
| 2020-05-03 |
delete person Bill Richardson |
| 2020-05-03 |
insert person Levi Bunkers |
| 2020-04-03 |
insert otherexecutives Nick Mueller |
| 2020-04-03 |
update person_description Nick Mueller => Nick Mueller |
| 2020-04-03 |
update person_title Matt Smith: Director of Business Development; Member of the Business Development Team => Member of the Business Development Team; Director of Business Development for C2P Enterprises; Vice President of Business Development |
| 2020-04-03 |
update person_title Nick Mueller: Member of the Business Development Team; Senior Associate of Business Development => Vice President of Business Development at C2P Enterprises; Member of the Business Development Team; Vice President of Business Development |
| 2020-02-02 |
delete otherexecutives Dennis Kyle |
| 2020-02-02 |
delete otherexecutives Doug King |
| 2020-02-02 |
delete person Dennis Kyle |
| 2020-02-02 |
delete person Doug King |
| 2020-02-02 |
delete person Eric Langenfeld |
| 2020-01-02 |
insert person Eric Langenfeld |
| 2019-12-03 |
delete otherexecutives Nick Ryan |
| 2019-12-03 |
delete person Nick Ryan |
| 2019-10-03 |
insert person Jason King |
| 2019-10-03 |
insert person Matt Seitz |
| 2019-10-03 |
insert person Nick Mueller |
| 2019-05-02 |
update person_description David Alison => Dave Alison |
| 2019-05-02 |
update person_title Dave Alison: Executive Vice President; Member of the Financial Planning Association; Executive Vice President of C2P Enterprises; Founding Partner; Founder of Alison Wealth Management => Executive Vice President; Founding Partner |
| 2019-04-02 |
delete otherexecutives Amy Frederick |
| 2019-04-02 |
insert otherexecutives Matt Smith |
| 2019-04-02 |
insert otherexecutives Nick Ryan |
| 2019-04-02 |
delete person Amy Frederick |
| 2019-04-02 |
insert person Matt Smith |
| 2019-04-02 |
insert person Nick Ryan |
| 2018-12-11 |
update person_title David Alison: Executive Vice President; Member of the Financial Planning Association; Founding Partner => Executive Vice President; Member of the Financial Planning Association; Executive Vice President of C2P Enterprises; Founding Partner; Founder of Alison Wealth Management |
| 2018-03-02 |
delete person William Schuette |
| 2018-03-02 |
insert person Bill Richardson |
| 2018-01-21 |
delete otherexecutives Carl Smith |
| 2018-01-21 |
update person_title Carl Smith: Head Mentor Founding Partner; Head => Founding Partner |
| 2017-12-13 |
insert otherexecutives Amy Frederick |
| 2017-12-13 |
update person_title Amy Frederick: Regional Vice President of Business Development => Vice President of Business Development |
| 2017-12-13 |
update person_title Gina Pellegrini: Mentor Model Office; Owner of Pellegrini Team Consulting => Owner of Pellegrini Team Consulting; Partner |
| 2017-12-13 |
update person_title John Del Greco: Mentor Model Office Partner; Partner => Founding Partner |
| 2017-09-30 |
insert person Gina Pellegrini |
| 2017-09-30 |
insert person William Schuette |
| 2017-07-21 |
insert person Mary Sterk |
| 2017-06-12 |
insert otherexecutives Doug King |
| 2017-06-12 |
insert person Doug King |
| 2017-06-12 |
update person_description David Alison => David Alison |
| 2017-06-12 |
update person_description Greg Hammer => Greg Hammer |
| 2017-06-12 |
update person_title Carl Smith: Coach; Head; Founding Partner; Head Coach Founding Partner => Head Mentor Founding Partner; Head |
| 2017-06-12 |
update person_title Greg Hammer: Coach Model Office Partner => Partner |
| 2017-06-12 |
update person_title Jeff Warnkin: Coach; Advisor Model Office; Advisor; CFP®, CPA, MTax => Advisor Mentor Model Office; Advisor; CFP®, CPA, MTax |
| 2017-06-12 |
update person_title Jeremy Reiland: Coach; Advisor => Advisor |
| 2017-06-12 |
update person_title John Del Greco: Coach Model Office; Coach and Partner of Clarity => Partner |
| 2016-09-16 |
update person_description Gina Pellegrini => Gina Pellegrini |
| 2014-12-12 |
delete person Jose Feliciano |
| 2014-08-31 |
delete person Chris Jasinski |
| 2014-08-31 |
delete person Linda Alten |