WEALTH MANAGEMENT - History of Changes


DateDescription
2024-04-04 delete otherexecutives Kara Baker
2024-04-04 delete personal_emails li..@rbc.com
2024-04-04 insert otherexecutives Tonya Komenac
2024-04-04 delete email ka..@rbc.com
2024-04-04 delete email li..@rbc.com
2024-04-04 delete person Kara Baker
2024-04-04 delete person Lisa Calladine
2024-04-04 delete phone 403-317-4300
2024-04-04 delete phone 403-317-4319
2024-04-04 delete source_ip 172.67.199.78
2024-04-04 delete source_ip 104.21.34.66
2024-04-04 insert email to..@rbc.com
2024-04-04 insert fax 403-299-6525
2024-04-04 insert person Tonya Komenac
2024-04-04 insert phone 1-866-440-8291
2024-04-04 insert phone 403-299-7020
2024-04-04 insert source_ip 172.67.130.59
2024-04-04 insert source_ip 104.21.3.45
2024-04-04 update person_title Dave Sim: Senior Portfolio Manager & Wealth Advisor => Investment Advisor; Senior Portfolio Manager
2023-10-06 insert partner Ranju
2023-10-06 update person_title Dave Sim: Portfolio Manager & Wealth Advisor => Senior Portfolio Manager & Wealth Advisor
2023-10-06 update person_title Lonnie Schick: CIM / Portfolio Manager & Wealth Advisor; Portfolio Manager & Wealth Advisor => CIM / Senior Portfolio Manager & Wealth Advisor; Senior Portfolio Manager & Wealth Advisor
2023-10-06 update person_title Sandra Anderson: Senior Associate => Associate; Advisor
2023-06-17 delete person Mark Bayko
2023-06-17 update person_title Suanne House: Assistant => Associate
2023-04-17 insert person Mark Bayko
2023-02-06 delete personal_emails al..@rbc.com
2023-02-06 delete personal_emails do..@rbc.com
2023-02-06 delete personal_emails lo..@rbc.com
2023-02-06 insert personal_emails al..@rbc.com
2023-02-06 insert personal_emails li..@rbc.com
2023-02-06 insert personal_emails ma..@rbc.com
2023-02-06 delete email al..@rbc.com
2023-02-06 delete email do..@rbc.com
2023-02-06 delete email lo..@rbc.com
2023-02-06 delete partner Mr. Blakely
2023-02-06 delete person Alex Boudreau
2023-02-06 delete person Don Dempster
2023-02-06 delete person Loretta Donahue
2023-02-06 insert email al..@rbc.com
2023-02-06 insert email li..@rbc.com
2023-02-06 insert email ma..@rbc.com
2023-02-06 insert email tr..@rbc.com
2023-02-06 insert person Alissa McKone
2023-02-06 insert person Lisa Calladine
2023-02-06 insert person Maya Jankowski
2023-02-06 insert person Tracy Dykslag
2023-02-06 update person_description Darcie Schick => Darcie Schick
2022-09-15 delete personal_emails ka..@rbc.com
2022-09-15 delete email ka..@rbc.com
2022-09-15 delete person Kate Mulder
2022-09-15 update person_title Dave Sim: Investment Advisor; Senior Portfolio Manager => Portfolio Manager & Wealth Advisor
2022-08-12 insert personal_emails ka..@rbc.com
2022-08-12 delete source_ip 188.114.97.2
2022-08-12 delete source_ip 188.114.96.2
2022-08-12 insert email ka..@rbc.com
2022-08-12 insert person Kate Mulder
2022-08-12 insert source_ip 172.67.199.78
2022-08-12 insert source_ip 104.21.34.66
2022-05-30 delete source_ip 172.67.199.78
2022-05-30 delete source_ip 104.21.34.66
2022-05-30 insert source_ip 188.114.97.2
2022-05-30 insert source_ip 188.114.96.2
2022-04-29 insert email el..@rbc.com
2022-03-29 insert personal_emails su..@rbc.com
2022-03-29 delete source_ip 188.114.97.3
2022-03-29 delete source_ip 188.114.96.3
2022-03-29 insert email su..@rbc.com
2022-03-29 insert person Suanne House
2022-03-29 insert phone 403-504-2707
2022-03-29 insert source_ip 172.67.199.78
2022-03-29 insert source_ip 104.21.34.66
2022-03-29 update person_title Angela Fuhrmann: Associate; Advisor => Senior Associate
2022-03-29 update person_title Korena Bleile: Member of the Board; Associate Wealth Advisor => Associate Wealth Advisor & Financial Planner; Member of the Board
2022-03-29 update person_title Nick Punko: Portfolio Manager & Wealth Advisor, Financial Planner => Senior Portfolio Manager & Wealth Advisor
2022-03-29 update person_title Sandra Anderson: Associate; Advisor => Senior Associate
2022-02-14 delete otherexecutives Michael Whittaker
2022-02-14 delete personal_emails mi..@rbc.com
2022-02-14 delete personal_emails vi..@rbc.com
2022-02-14 insert otherexecutives Kara Baker
2022-02-14 delete email mi..@rbc.com
2022-02-14 delete email vi..@rbc.com
2022-02-14 delete person Michael Whittaker
2022-02-14 delete person Vicki Miller
2022-02-14 delete phone 403-504-2726
2022-02-14 delete source_ip 64.99.64.37
2022-02-14 insert client Royal Bank of Canada
2022-02-14 insert client_pages_linkeddomain apple.com
2022-02-14 insert client_pages_linkeddomain google.com
2022-02-14 insert contact_pages_linkeddomain apple.com
2022-02-14 insert contact_pages_linkeddomain google.com
2022-02-14 insert email ka..@rbc.com
2022-02-14 insert index_pages_linkeddomain apple.com
2022-02-14 insert index_pages_linkeddomain google.com
2022-02-14 insert management_pages_linkeddomain apple.com
2022-02-14 insert management_pages_linkeddomain google.com
2022-02-14 insert partner Royal Bank of Canada
2022-02-14 insert partner_pages_linkeddomain apple.com
2022-02-14 insert partner_pages_linkeddomain google.com
2022-02-14 insert person Kara Baker
2022-02-14 insert source_ip 188.114.97.3
2022-02-14 insert source_ip 188.114.96.3
2022-02-14 update person_title Dave Sim: Portfolio Manager & Wealth Advisor => Investment Advisor; Senior Portfolio Manager
2021-09-24 update person_title Sandra Anderson: Associate => Associate; Advisor
2021-08-08 delete otherexecutives Don Dempster
2021-08-08 delete personal_emails da..@rbc.com
2021-08-08 delete vp Dave Sim
2021-08-08 delete vp Don Dempster
2021-08-08 delete vp Michael Whittaker
2021-08-08 insert otherexecutives Michael Whittaker
2021-08-08 insert personal_emails da..@rbc.com
2021-08-08 insert personal_emails da..@rbc.com
2021-08-08 insert personal_emails lo..@rbc.com
2021-08-08 delete email da..@rbc.com
2021-08-08 insert email da..@rbc.com
2021-08-08 insert email da..@rbc.com
2021-08-08 insert email lo..@rbc.com
2021-08-08 insert person Darcie Schick
2021-08-08 insert person Loretta Donahue
2021-08-08 update person_title Dave Sim: Vice - President; Portfolio Manager => Portfolio Manager & Wealth Advisor
2021-08-08 update person_title Don Dempster: Vice - President; Portfolio Manager; Director => Portfolio Manager & Wealth Advisor
2021-08-08 update person_title Gwen Dutchak: Senior Associate; Associate of Donovan; Advisor => Associate; Associate of Donovan; Advisor
2021-08-08 update person_title Lonnie Schick: Vice - President, Portfolio Manager & Wealth Advisor => CIM / Portfolio Manager & Wealth Advisor; Portfolio Manager & Wealth Advisor
2021-08-08 update person_title Michael Whittaker: Vice - President; Branch Manager => Branch Director
2021-08-08 update person_title Shawntelle Lacher: Associate => Associate; Advisor
2021-05-18 delete personal_emails ba..@rbc.com
2021-05-18 delete email ba..@rbc.com
2021-05-18 delete person Barbara Kuntz
2021-02-04 update person_description Sandra Anderson => Sandra Anderson
2021-02-04 update person_title Nick Punko: Associate Portfolio Manager => Portfolio Manager & Wealth Advisor, Financial Planner
2020-10-13 insert management_pages_linkeddomain linkedin.com
2019-10-20 delete personal_emails le..@rbc.com
2019-10-20 delete email le..@rbc.com
2019-10-20 delete person Leah Ann Rawleigh
2019-10-20 delete phone 403-528-6434
2019-10-20 update person_description Korena Bleile => Korena Bleile
2019-08-16 delete personal_emails ki..@rbc.com
2019-08-16 delete email ki..@rbc.com
2019-08-16 delete person Kim Weiss
2019-03-29 insert vp Dave Sim
2019-03-29 update person_title Dave Sim: Associate Portfolio Manager; Investment Advisor => Vice - President; Portfolio Manager
2019-03-29 update person_title Lonnie Schick: Portfolio Manager & Wealth Advisor => Vice - President, Portfolio Manager & Wealth Advisor
2018-12-30 insert personal_emails ba..@rbc.com
2018-12-30 insert personal_emails mi..@rbc.com
2018-12-30 insert vp Michael Whittaker
2018-12-30 delete phone 403-504-2700
2018-12-30 insert email ba..@rbc.com
2018-12-30 insert email mi..@rbc.com
2018-12-30 insert person Barbara Kuntz
2018-12-30 insert person Coady Cormier
2018-12-30 insert person Garrett Blakely
2018-12-30 insert person Michael Whittaker
2018-12-30 insert person Michelle Kasper
2018-12-30 insert person Shauna Glemser
2018-12-30 insert phone 403-317-4319
2018-12-30 update person_title A. Craig Elder: Branch Manager; Vice - President, Portfolio Manager & Wealth Advisor => Vice - President, Portfolio Manager & Wealth Advisor
2018-04-14 update person_description Vicki Miller => Vicki Miller
2017-12-31 update person_description Ryan O'Reilly => Ryan O'Reilly