Date | Description |
2024-04-01 |
delete person Rebecca Fisher |
2024-04-01 |
update person_title Jack Gorski: Member of the Large Cap Equity Team; Associate Portfolio Manager, Equities => Portfolio Manager, Equities |
2024-04-01 |
update person_title MacKenzie Schill: Investment Consultant => Portfolio Manager Specialist, Fixed Income |
2023-10-14 |
delete source_ip 54.192.111.13 |
2023-10-14 |
delete source_ip 54.192.111.46 |
2023-10-14 |
delete source_ip 54.192.111.55 |
2023-10-14 |
delete source_ip 54.192.111.121 |
2023-10-14 |
insert source_ip 3.162.20.14 |
2023-10-14 |
insert source_ip 3.162.20.18 |
2023-10-14 |
insert source_ip 3.162.20.47 |
2023-10-14 |
insert source_ip 3.162.20.80 |
2023-09-08 |
insert personal_emails gr..@nm.com |
2023-09-08 |
delete email gr..@nm.com |
2023-09-08 |
delete source_ip 18.164.68.57 |
2023-09-08 |
delete source_ip 18.164.68.80 |
2023-09-08 |
delete source_ip 18.164.68.99 |
2023-09-08 |
delete source_ip 18.164.68.105 |
2023-09-08 |
insert email gr..@nm.com |
2023-09-08 |
insert source_ip 54.192.111.13 |
2023-09-08 |
insert source_ip 54.192.111.46 |
2023-09-08 |
insert source_ip 54.192.111.55 |
2023-09-08 |
insert source_ip 54.192.111.121 |
2023-07-04 |
delete management_pages_linkeddomain google.com |
2023-07-04 |
delete service_pages_linkeddomain google.com |
2023-07-04 |
delete source_ip 199.59.138.230 |
2023-07-04 |
delete source_ip 199.59.136.230 |
2023-07-04 |
insert source_ip 18.164.68.57 |
2023-07-04 |
insert source_ip 18.164.68.80 |
2023-07-04 |
insert source_ip 18.164.68.99 |
2023-07-04 |
insert source_ip 18.164.68.105 |
2023-07-04 |
update robots_txt_status g3wa.nm.com: 200 => 404 |
2023-05-26 |
update person_title Caroline Robinson: Private Wealth Support Advisor => Director of Investment Operations |
2023-05-26 |
update person_title Christina Dickson: Associate Financial Representative => Director of Client Experience |
2023-05-26 |
update person_title Logan Scott: Operations Manager => Insurance Operations Manager |
2023-05-26 |
update person_title Tyler Daniels: Investment Operations Associate => Director of Planning |
2023-04-08 |
update person_title Aditi Javeri Gokhale: Member of the SENIOR LEADERSHIP TEAM; Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments => Member of the SENIOR LEADERSHIP TEAM; Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments |
2023-04-08 |
update person_title Bonnie L. Tomczak: Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors => Vice President, Investment Products |
2023-04-08 |
update person_title Matthew D. Wilbur: Wealth & Investment Management => Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM |
2022-12-01 |
update website_status FailedRobotsLimitReached => OK |
2022-09-18 |
update website_status FailedRobots => FailedRobotsLimitReached |
2022-07-30 |
update website_status OK => FailedRobots |
2022-06-28 |
delete person HR Onboarding |
2022-05-26 |
insert person HR Onboarding |
2022-03-25 |
delete email je..@nm.com |
2022-03-25 |
delete email va..@nm.com |
2022-03-25 |
delete person Brandon Hofmann |
2022-03-25 |
delete person Evamarie Schoenborn |
2022-03-25 |
delete person Jennifer B Hasik |
2022-03-25 |
delete person Ravi Mogallapu |
2022-03-25 |
delete person Van L. Hobbs III |
2022-03-25 |
insert person Alejandro (Alex) Esquivel |
2022-03-25 |
insert person Christopher Moser |
2022-03-25 |
insert person Dan Amiri |
2022-03-25 |
insert person Erjola Borici |
2022-03-25 |
insert person John E. (Jeb) Bentley |
2022-03-25 |
insert person Katie Wood |
2022-03-25 |
insert person Nicholas Creech |
2022-03-25 |
insert person Zach Freudenberg |
2022-03-25 |
update person_title Aaron Thill: Associate Portfolio Manager, Private Client Services => Portfolio Manager, Private Client Services |
2022-03-25 |
update person_title Aditi Javeri Gokhale: Chief Commercial Officer and President of Investment Products and Services; Member of the SENIOR LEADERSHIP TEAM => Member of the SENIOR LEADERSHIP TEAM; Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments |
2022-03-25 |
update person_title Bonnie Tomczak: Vice President, IPS Advisory Programs => Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors |
2022-03-25 |
update person_title Jack Gorski: Portfolio Management Specialist, Equities => Associate Portfolio Manager, Equities |
2022-03-25 |
update person_title Matthew D. Wilbur: Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM => Wealth & Investment Management |
2022-03-25 |
update person_title Stefanie Cheske: Associate Portfolio Manager, Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Portfolio Manager, Private Client Services |
2021-12-23 |
insert coo Mary Kathryn McWilliams |
2021-12-23 |
insert personal_emails ca..@nm.com |
2021-12-23 |
insert personal_emails ch..@nm.com |
2021-12-23 |
insert email ca..@nm.com |
2021-12-23 |
insert email ch..@nm.com |
2021-12-23 |
insert email lo..@nm.com |
2021-12-23 |
insert person Caroline Robinson |
2021-12-23 |
insert person Christina Dickson |
2021-12-23 |
insert person Logan Scott |
2021-12-23 |
update person_description Jennifer Hasik => Jennifer B Hasik |
2021-12-23 |
update person_title Debbie Mogan: Associate Financial Representative => Investment Operations Manager |
2021-12-23 |
update person_title Jennifer B Hasik: Associate Financial Representative => Private Wealth Support Advisor |
2021-12-23 |
update person_title Mary Kathryn McWilliams: Associate Financial Representative => Director of Operations |
2021-12-23 |
update person_title Robert Starnes: Financial Planning Analyst => Private Wealth Advisor |
2021-09-10 |
delete personal_emails sh..@nm.com |
2021-09-10 |
delete personal_emails za..@nm.com |
2021-09-10 |
delete email sh..@nm.com |
2021-09-10 |
delete email za..@nm.com |
2021-09-10 |
delete person Michael Viroglio |
2021-09-10 |
delete person Shannon Williams |
2021-09-10 |
delete person Zach Brown |
2021-09-10 |
insert email wi..@nm.com |
2021-09-10 |
insert person Aditi Javeri Gokhale |
2021-09-10 |
insert person Bonnie Tomczak |
2021-09-10 |
insert person C. Wilson Smith III |
2021-09-10 |
insert person Evamarie Schoenborn |
2021-09-10 |
insert person Jennifer Stell |
2021-09-10 |
insert person Marisol Garcia |
2021-09-10 |
insert person Ravi Mogallapu |
2021-09-10 |
update person_title Aaron Thill: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services |
2021-09-10 |
update person_title David Andrzejewski: Senior Director - Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Senior Director / Portfolio Manager, Private Client Services |
2021-09-10 |
update person_title Jack Gorski: Associate Portfolio Manager - Equities => Portfolio Management Specialist, Equities |
2021-09-10 |
update person_title Jenna Koenings: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Fixed Income |
2021-09-10 |
update person_title Karissa Zanoni: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services |
2021-09-10 |
update person_title Rebecca Fisher: Associate Portfolio Manager - Fixed Income => Portfolio Manager, Fixed Income |
2021-09-10 |
update person_title Stefanie Cheske: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services |
2021-09-10 |
update person_title Tony Desrochers: Research Specialist => Research Specialist, NMWMC Research |
2021-08-03 |
insert personal_emails sh..@nm.com |
2021-08-03 |
delete email sh..@nm.com |
2021-08-03 |
insert email sh..@nm.com |
2021-07-01 |
insert personal_emails ro..@nm.com |
2021-07-01 |
insert email gr..@nm.com |
2021-07-01 |
insert email ro..@nm.com |
2021-07-01 |
insert person Grace Miyaji |
2021-07-01 |
insert person Robert Starnes |
2021-07-01 |
update person_title Chad Dowdy CFP: Founding Partner; Financial Representative => Founding Partner |
2021-04-26 |
delete personal_emails er..@nm.com |
2021-04-26 |
insert personal_emails za..@nm.com |
2021-04-26 |
delete email br..@nm.com |
2021-04-26 |
delete email er..@nm.com |
2021-04-26 |
delete person Brock Adams |
2021-04-26 |
delete person Erin Huddleston |
2021-04-26 |
insert email sh..@nm.com |
2021-04-26 |
insert email za..@nm.com |
2021-04-26 |
insert person Shannon Williams |
2021-04-26 |
insert person Zach Brown |
2021-04-26 |
update person_title Chad Dowdy CFP: Founding Partner => Founding Partner; Financial Representative |
2021-02-03 |
delete otherexecutives Abi Snyder |
2021-02-03 |
delete personal_emails ab..@nm.com |
2021-02-03 |
delete personal_emails sa..@nm.com |
2021-02-03 |
insert personal_emails er..@nm.com |
2021-02-03 |
delete email ab..@nm.com |
2021-02-03 |
delete email sa..@nm.com |
2021-02-03 |
delete person Abi Snyder |
2021-02-03 |
delete person Carson McGill |
2021-02-03 |
delete person Samantha Quint |
2021-02-03 |
insert email er..@nm.com |
2021-02-03 |
insert person Erin Huddleston |
2021-02-03 |
insert person Jim Murray |
2021-02-03 |
insert person Tony Desrochers |
2021-02-03 |
update person_title Aaron Thill: Portfolio Management Associate => Associate Portfolio Manager - PCS |
2021-02-03 |
update person_title David Andrzejewski: Portfolio Manager - Private Client Services => Senior Director - Private Client Services |
2021-02-03 |
update person_title Diane Rager: Associate Wealth Management Advisor => Private Wealth Support Advisor |
2021-02-03 |
update person_title Jack Gorski: Investment Research Analyst - Equities => Associate Portfolio Manager - Equities |
2021-02-03 |
update person_title Jenna Koenings: Portfolio Management Associate => Associate Portfolio Manager - PCS |
2021-02-03 |
update person_title Karissa Zanoni: Portfolio Management Associate => Associate Portfolio Manager - PCS |
2021-02-03 |
update person_title Matthew D. Wilbur: Assistant Director - Advisory Investments => Senior Director - Advisory Investments |
2021-02-03 |
update person_title Michael Viroglio: Investment Analyst - Fixed Income => Associate Portfolio Manager - Fixed Income |
2021-02-03 |
update person_title Rebecca Fisher: Portfolio Management Associate - Fixed Income => Associate Portfolio Manager - Fixed Income |
2021-02-03 |
update person_title Stefanie Cheske: Portfolio Management Associate => Associate Portfolio Manager - PCS |
2021-02-03 |
update person_title Van L Hobbs III: Associate Wealth Management Advisor => Private Wealth Support Advisor |
2020-10-12 |
delete email sc..@nm.com |
2020-10-12 |
delete person John A. Mlekoday FP |
2020-10-12 |
delete person Scott Gupton |
2020-10-12 |
delete person Scott Gupton CFP |
2020-10-12 |
insert person John A. Mlekoday CFP |
2020-10-12 |
update person_description Drew Stevens => Drew Stevens |
2020-10-12 |
update person_description Jarrod L. Stokes => Jarrod L. Stokes |
2020-10-12 |
update person_title Diane Rager: Associate Financial Representative => Associate Wealth Management Advisor |
2020-10-12 |
update person_title Van Hobbs III: Associate Financial Representative => Associate Wealth Management Advisor |
2020-05-21 |
delete phone 866-950-4644 |
2020-04-21 |
update person_title Scott Gupton CFP: a Financial Representative; Associate Financial Representative => Financial Representative |
2020-03-21 |
delete personal_emails ma..@nm.com |
2020-03-21 |
delete email ma..@nm.com |
2020-03-21 |
delete person Martha Werth |
2020-03-21 |
insert phone 866-950-4644 |
2020-01-03 |
insert email je..@nm.com |
2020-01-03 |
insert person Jennifer Hasik |
2020-01-03 |
update person_description Martha Werth => Martha Werth |
2019-11-02 |
update website_status FailedRobots => OK |
2019-10-12 |
update website_status FlippedRobots => FailedRobots |
2019-09-20 |
update website_status OK => FlippedRobots |
2019-08-21 |
delete person Gerald E. Fradin |
2019-07-21 |
insert personal_emails da..@nm.com |
2019-07-21 |
insert email da..@nm.com |
2019-07-21 |
insert person David J Van De Water |
2019-07-21 |
update person_title Scott Gupton: a Financial Representative => a Financial Representative; Associate Financial Representative |
2019-03-30 |
update website_status FlippedRobots => OK |
2019-03-11 |
update website_status OK => FlippedRobots |