HFG TRUST - History of Changes


DateDescription
2023-09-10 insert cio Craig A. Scott
2023-09-10 insert coo Drew Westermeyer
2023-09-10 delete person Miriam Coffman
2023-09-10 insert person Craig A. Scott
2023-09-10 insert person Drew Westermeyer
2023-09-10 update person_title Cameron Stephens: Business Banking Team Lead => Director of Commercial Banking
2023-09-10 update person_title Mary Ann Goebel: Trust Operations Specialist => Trust Administrator
2023-09-10 update person_title Olivia Ransier: Client Services Representative => Client Services Representative, Personal Banker
2022-06-07 delete person Bill Shibley
2022-06-07 insert person Shaina Anderson
2022-04-05 delete person Caroline Bettendorf
2022-04-05 delete person Jiovani Vargas
2022-04-05 delete person Megan Perry
2022-04-05 delete person Sawyer Dalmer
2022-04-05 insert person Aaron McGaughey
2022-04-05 insert person Allison Smith
2022-04-05 insert person Carrie Lucas
2022-04-05 insert person Cody Beaumont
2022-04-05 insert person Jacob Marcusen
2022-04-05 insert person Jennie Prince
2022-04-05 insert person Jonna Cyr
2022-04-05 insert person Karen R Leiby
2022-04-05 insert person Lixin Malmros
2022-04-05 insert person Lucia Morales
2022-04-05 insert person Martha Gonzalez
2022-04-05 insert person Morgan Smith
2022-04-05 insert person Nicholas Hengl
2022-04-05 insert person Olivia Ransier
2022-04-05 insert person Rebecca Martindale
2022-04-05 insert person Samantha Barham
2022-04-05 insert person Tyler Pearson
2022-04-05 update person_description Anthony Smith => Anthony Smith
2022-04-05 update person_description Bob Lagonegro => Bob Lagonegro
2022-04-05 update person_title Anthony Smith: Portfolio Manager => Financial Advisor; Portfolio Manager
2021-06-02 delete person Nick Parker
2021-06-02 update person_title Martha Gonzalez: Client Service Representative => Client Service Consultant
2021-02-05 delete person DeDe Johnson
2021-02-05 delete person Keri Lashbaugh
2021-02-05 insert person Nick Parker
2020-10-12 insert person Megan Perry
2020-10-12 insert person Nicholas Haberling
2020-07-21 delete person Karen Schweighardt
2020-07-21 delete person Kelly Litzko
2020-07-21 insert person Mikah Chan
2020-05-07 insert person Kevin Floyd
2020-04-05 insert person Martha Gonzalez
2019-12-31 insert otherexecutives Forrest Alexander
2019-12-31 insert person Anthony Smith
2019-12-31 insert person Forrest Alexander
2019-12-31 insert person Jenny Hubbard
2019-08-19 update person_description Megan Farrow => Megan Farrow
2019-07-13 insert person Austin Wingle
2019-07-13 insert person Megan Farrow
2019-02-01 delete person Katie DoValle
2018-12-18 delete person Brianna Brannan
2018-12-18 insert person Katie DoValle
2018-12-18 update person_title Sam Ward: Member of the HFG Support Team; Client Service Consultant => Member of the HFG Support Team; Wealth Planning Manager
2018-04-23 insert person Janice Wilson
2018-02-01 update person_title Megan Nichols: Associate; Advisor => Advisor
2017-11-14 delete person Teresa Goodnight
2017-07-30 update person_title Allison Smith: Member of the HFG Support Team; Client Service Representative => Member of the HFG Support Team; Client Service Consultant
2017-07-30 update person_title Sam Ward: Member of the HFG Support Team; Client Service Representative => Member of the HFG Support Team; Client Service Consultant
2017-07-01 delete person Cilbia Rodriguez
2017-07-01 delete person Victoria Robinson
2017-05-15 insert person Cilbia Rodriguez
2016-08-29 delete person Sidonia Plunkett
2016-08-29 insert person Drew Westermeyer
2016-08-29 update person_title Victoria Robinson: Member of the HFG Support Team; Client Service Representative => Member of the HFG Support Team; Marketing Coordinator
2016-04-24 insert person Sam Ward
2016-04-24 insert person Victoria Robinson