CLIENT FIRST INVESTMENT MANAGEMENT - History of Changes


DateDescription
2023-06-20 delete person JAKE NORLANDER
2023-06-20 insert person DOMINIQUE HEBERER
2023-02-12 delete person RENEE BERG
2023-02-12 insert person JAKE NORLANDER
2022-12-07 delete person KERI SEILER
2022-12-07 delete person STEVE SEILER
2022-12-07 insert person ERICH OLSON
2022-12-07 insert person HEATHER HERBST
2022-12-07 update person_title CHRIS WAALA: INDEPENDENT INSURANCE AGENT => INSURANCE SPECIALIST
2022-12-07 update person_title KEVIN FIRARI: INVESTMENT RESEARCH SPECIALIST / Carroll University, Finance & Accounting => INVESTMENT RESEARCH ANALYST / Carroll University, Finance & Accounting
2022-12-07 update person_title MORGAN HEMP: CLIENT PLANNING SPECIALIST => ACCOUNTANT
2021-06-18 delete person NICK KARCH
2021-06-18 insert person BRAD DRAEGER
2021-01-27 delete person KYLEE PARADOWSKI
2021-01-27 insert person MORGAN HEMP
2020-06-26 insert person KERI SEILER
2020-06-26 insert person KYLEE PARADOWSKI
2020-06-26 insert person NICK KARCH
2020-06-26 insert person STEVE SEILER
2020-06-26 update person_description KEVIN FIRARI => KEVIN FIRARI
2020-06-26 update person_title KEVIN FIRARI: CLIENT SERVICE SPECIALIST / Carroll University, Finance & Accounting => INVESTMENT RESEARCH SPECIALIST / Carroll University, Finance & Accounting