CHAD DOWDY - History of Changes


DateDescription
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