| Date | Description |
|---|
| 2024-04-08 |
delete vp Llajaira Soto |
| 2024-04-08 |
update person_description David King => David King |
| 2024-04-08 |
update person_title Llajaira Soto: Vice - President; Vice - President Client Relations => AVP - Client Relations |
| 2024-04-08 |
update person_title Nedeen Nasser: Corporate Counsel; AVP - Client Relationship => Corporate Counsel |
| 2024-04-08 |
update person_title Priyanka Bathwal: AVP - Tax Advisory; Certified Public Accountant => AVP - Finance; Certified Public Accountant |
| 2023-08-26 |
insert person Brennan Hiegel |
| 2023-08-26 |
update person_title Josh Westfall: Chief Revenue Officer - Tax Advisory; Vice President - Tax Advisory => Chief Revenue Officer - Tax Advisory |
| 2023-08-26 |
update person_title Shannon Robinson-Adkins: Associate - Personal Finance / Shannon => Associate - Client Relations / Shannon |
| 2023-05-22 |
delete coo Augusto Ruiz-Eldredge |
| 2023-05-22 |
delete person Augusto Ruiz-Eldredge |
| 2023-05-22 |
insert person Amber E Kellogg |
| 2023-05-22 |
insert person Christopher Torres |
| 2023-05-22 |
update person_title David King: Divisional CEO => Deputy CEO |
| 2023-05-22 |
update person_title Jamie Brown: Expert; Associate - Personal Finance => Expert; AVP - Client Relationship |
| 2023-05-22 |
update person_title Leonard El: Associate - Client Relationship => AVP - Client Relationship |
| 2023-05-22 |
update person_title Priyanka Bathwal AVP: Certified Public Accountant; Associate - Tax Advisory => Certified Public Accountant |
| 2023-05-22 |
update person_title Steven Miltonberg: Associate - Personal Finance => AVP - Client Relationship |
| 2022-07-22 |
insert chieflegalofficer Nedeen Nasser |
| 2022-07-22 |
insert vp Llajaira Soto |
| 2022-07-22 |
insert person Jason Carr |
| 2022-07-22 |
insert person Leonard El |
| 2022-07-22 |
insert person Nedeen Nasser |
| 2022-07-22 |
insert person Shannon Robinson-Adkins |
| 2022-07-22 |
insert person Steven Miltonberg |
| 2022-07-22 |
update person_description Ramki Ramanarayanan => Ramki Ramanarayanan |
| 2022-07-22 |
update person_description Vardhman Shah => Vardhman Shah |
| 2022-07-22 |
update person_title Cyndel Schofield: null => Associate - Personal Finance |
| 2022-07-22 |
update person_title David King: CEO Personal Finance => CEO Personal Finance; Divisional CEO |
| 2022-07-22 |
update person_title Llajaira Soto: null => Vice - President; Vice - President Client Relations |
| 2022-07-22 |
update person_title Maria Antonio: Associate - Personal Finance => AVP Client Success; Associate - Personal Finance |
| 2022-07-22 |
update person_title Mukarram Dhorajiwala: Manager - Digital Products => Manager - Digital Products; Head Marketing & Branding |
| 2022-07-22 |
update person_title Rajat Garg: Global Head - Accounting, Compliance & Taxation; Associate Member of Institute => Global Head - Accounting, Compliance & Taxation; Associate Member of Institute; Vice - President Client Success |
| 2022-07-22 |
update person_title Vardhman Shah: Co - Head Control & Quality => Co - Head Control & Quality; Head Operational Efficiency |
| 2022-06-21 |
insert person Cyndel Schofield |
| 2021-04-08 |
insert personal_emails ga..@occamsadvisory.com |
| 2021-04-08 |
delete person Majid Rezaei |
| 2021-04-08 |
insert person Gaurav Mangal |
| 2021-02-14 |
delete person Dave Pearlman |
| 2021-02-14 |
insert person Jamie Brown |
| 2021-02-14 |
insert person Maria Antonio |
| 2021-01-14 |
delete person Haley Ramsdell |
| 2020-09-25 |
insert person Mukarram Dhorajiwala |
| 2020-09-25 |
update person_description Steve Landzberg => Steve Landzberg |
| 2019-02-07 |
delete person Abhishake Jain |
| 2019-02-07 |
delete person Christian Wiesendanger |
| 2018-01-06 |
delete person Andreias Vickers |
| 2018-01-06 |
delete person Ben Reeder |
| 2017-12-04 |
delete person Clinton Spellman |
| 2017-12-04 |
insert person Ben Reeder |
| 2017-12-04 |
insert person Cabretta Lyle |