Date | Description |
2021-08-30 |
delete otherexecutives Heather Beanland |
2021-08-30 |
delete otherexecutives Lisa Figureido |
2021-08-30 |
insert coo Deanna Didyk |
2021-08-30 |
insert otherexecutives Jerusha Devraj |
2021-08-30 |
delete person Heather Beanland |
2021-08-30 |
insert person Annette Budge |
2021-08-30 |
insert person Edith Caines |
2021-08-30 |
insert person Gina Pereira |
2021-08-30 |
insert person Jerusha Devraj |
2021-08-30 |
insert person Monique Carvelho |
2021-08-30 |
insert person Simon Lapierre |
2021-08-30 |
update person_title Deanna Didyk: CA CFA TEP / COO / Fiduciary Director; COO / Fiduciary Director => Chief Operating Officer; CA CFA TEP / Chief Operating Officer |
2021-08-30 |
update person_title Katrina Barclay: Trust Officer; Member of the Society of Trust and Estate Practitioners; Ltd. in September 2015 in the Role of Senior Trust Administrator. => Member of the Society of Trust and Estate Practitioners; Senior Trust Officer; Ltd. in September 2015 in the Role of Senior Trust Administrator. |
2021-08-30 |
update person_title Lisa Figureido: Trust Officer => Trust Operations Officer |
2021-01-27 |
insert person Justin Ferreira |
2020-09-28 |
insert otherexecutives Jessica Kemmenoe |
2020-09-28 |
delete person Morag Lombos |
2020-09-28 |
insert person Camille Goertzen |
2020-09-28 |
insert person Jessica Kemmenoe |
2020-09-28 |
insert person Stacia Williams |
2020-05-19 |
insert otherexecutives Mairi Redmond |
2020-05-19 |
insert person Mairi Redmond |
2020-01-18 |
delete person Alexander Frith-Manning |
2020-01-18 |
delete person Onika Holder |
2019-06-17 |
delete person Nancy Falcao |
2019-05-17 |
delete coo Allan Wiekenkamp |
2019-05-17 |
update person_title Allan Wiekenkamp: CFO; CA TEP CFP / CFO / COO; COO => CA TEP CFP / CFO; CFO |
2019-05-17 |
update person_title Deanna Didyk: Fiduciary Director; CA CFA TEP => CA CFA TEP / COO / Fiduciary Director; COO / Fiduciary Director |
2018-09-12 |
update person_description Heather VanSickle => Heather VanSickle |
2018-09-12 |
update person_description Lisa Figureido => Lisa Figureido |
2018-09-12 |
update person_description Michelle L. Wolfe => Michelle L. Wolfe |
2018-09-12 |
update person_description Onika Holder => Onika Holder |
2018-06-02 |
delete person Edmund Granski |
2017-11-05 |
delete otherexecutives Heather VanSickle |
2017-11-05 |
insert otherexecutives Katrina Barclay |
2017-11-05 |
insert person Nancy Falcao |
2017-11-05 |
update person_title Heather VanSickle: Compliance Officer; Accounting Manager => Senior Manager - Compliance and Client Accounting |
2017-11-05 |
update person_title Katrina Barclay: Member of the Society of Trust and Estate Practitioners; Senior Trust Administrator; Ltd. in September 2015 in the Role of Senior Trust Administrator. => Trust Officer; Member of the Society of Trust and Estate Practitioners; Ltd. in September 2015 in the Role of Senior Trust Administrator. |
2017-11-05 |
update person_title Onika Holder: Employee of Family Office Reporting Solutions Ltd; Trust Accountant => Employee of Family Office Reporting Solutions Ltd; Manager - Client Accounting |
2017-05-10 |
insert cfo Allan Wiekenkamp |
2017-05-10 |
insert chieflegalofficer Sara Schroter Ross |
2017-05-10 |
insert coo Allan Wiekenkamp |
2017-05-10 |
insert managingdirector Michelle L. Wolfe |
2017-05-10 |
insert otherexecutives Dorothy U Gazzard |
2017-05-10 |
insert otherexecutives Heather VanSickle |
2017-05-10 |
insert otherexecutives Lisa Cumberbatch |
2017-05-10 |
insert otherexecutives Lisa Figureido |
2017-05-10 |
insert otherexecutives Susan Edney |
2017-05-10 |
insert person Alexander Frith-Manning |
2017-05-10 |
insert person Lisa Cumberbatch |
2017-05-10 |
insert person Sara Schroter Ross |
2017-05-10 |
update person_description Lisa Figureido => Lisa Figureido |
2017-05-10 |
update person_description Onika Holder => Onika Holder |
2017-05-10 |
update person_title Allan Wiekenkamp: CA TEP CFP => CFO; CA TEP CFP / CFO / COO; COO |
2017-05-10 |
update person_title Barbara J Patterson: Member of the Society of Trust => Senior Fiduciary Director; Member of the Society of Trust |
2017-05-10 |
update person_title Deanna Didyk: CA CFA TEP => Fiduciary Director; CA CFA TEP |
2017-05-10 |
update person_title Dorothy U Gazzard: Member of the Society of Trust and Estate Practitioners => Member of the Society of Trust and Estate Practitioners; Senior Trust Officer |
2017-05-10 |
update person_title Edmund Granski: Senior Advisor => Senior Advisor; Consultant |
2017-05-10 |
update person_title Elizabeth Kempe Brown: Managing Director => Office Manager; Managing Director; Executive Assistant |
2017-05-10 |
update person_title Heather VanSickle: null => Compliance Officer; Accounting Manager |
2017-05-10 |
update person_title Katrina Barclay: Member of the Society of Trust and Estate Practitioners; Ltd. in September 2015 in the Role of Senior Trust Administrator. => Member of the Society of Trust and Estate Practitioners; Senior Trust Administrator; Ltd. in September 2015 in the Role of Senior Trust Administrator. |
2017-05-10 |
update person_title Lisa Figureido: null => Trust Officer |
2017-05-10 |
update person_title Michelle L. Wolfe: null => Managing Director |
2017-05-10 |
update person_title Morag Lombos: null => Administrative Assistant |
2017-05-10 |
update person_title Onika Holder: Employee of Family Office Reporting Solutions Ltd => Employee of Family Office Reporting Solutions Ltd; Trust Accountant |
2017-05-10 |
update person_title Susan Edney: null => Senior Trust Officer |
2017-01-20 |
delete person Randall Krebs |