| Date | Description |
|---|
| 2024-04-05 |
delete person Cathy Walker |
| 2024-04-05 |
insert person Alexandra Goodelman |
| 2024-04-05 |
insert person Tom Nagle |
| 2024-04-05 |
update person_description Evan Kraft => Evan Kraft |
| 2024-04-05 |
update person_description Gerri Shea => Gerri Shea |
| 2024-04-05 |
update person_description Josh Mendelson => Josh Mendelson |
| 2024-04-05 |
update person_title Evan Kraft: Wealth Planning Consultant => Wealth Management Consultant |
| 2024-04-05 |
update person_title Josh Mendelson: Credit Consultant => Wealth Management Banker |
| 2024-04-05 |
update person_title Sarah Paiva: Senior Registered Client Associate => Investment Associate |
| 2023-10-10 |
delete svp Sarah Paiva |
| 2023-10-10 |
delete person Stacia Apostolos |
| 2023-10-10 |
update person_description Cathy Walker => Cathy Walker |
| 2023-10-10 |
update person_description Dan Sullivan => Dan Sullivan |
| 2023-10-10 |
update person_description Evan Kraft => Evan Kraft |
| 2023-10-10 |
update person_title Cathy Walker: Senior Manager => Consultant; Trust Consultant |
| 2023-10-10 |
update person_title Sarah Paiva: Senior Vice President => Senior Registered Client Associate |
| 2023-04-24 |
insert svp Sarah Paiva |
| 2023-04-24 |
update person_description Cathy Walker => Cathy Walker |
| 2023-04-24 |
update person_title Cathy Walker: Trust Consultant => Senior Manager |
| 2023-04-24 |
update person_title Sarah Paiva: Senior Registered Client Associate => Senior Vice President |
| 2023-02-18 |
delete person Steven Mangine |
| 2023-02-18 |
update person_description Stacia Apostolos => Stacia Apostolos |
| 2023-02-18 |
update person_title Robert L. Bourgault: Senior Vice President - Financial Advisor => Managing Director - Financial Advisor |
| 2023-02-18 |
update person_title Stacia Apostolos: Divisional Retirement Plan Consultant => RBC Wealth Management Financial Advisors |
| 2022-11-30 |
delete person Nick Zullo |
| 2022-03-29 |
delete personal_emails da..@rbc.com |
| 2022-03-29 |
insert personal_emails jo..@rbc.com |
| 2017-01-15 |
update person_title Robert Bourgault: Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus => Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus |
| 2017-01-15 |
update person_title Sarah Paiva: Registered Client Associate => Senior Registered Client Associate |
| 2016-01-17 |
update person_title Richard Dichiaro: Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus => Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus |
| 2015-05-20 |
update person_description Robert Bourgault => Robert Bourgault |
| 2015-01-18 |
update person_title Richard Dichiaro: Senior Vice President - Financial Advisor => Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus |
| 2015-01-18 |
update person_title Robert Bourgault: Senior Vice President - Financial Advisor => Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus |