| Date | Description |
|---|
| 2023-10-18 |
delete person Claire Mork |
| 2023-10-18 |
insert person Justine Gidaro |
| 2023-07-11 |
delete person Anthony Arriaran |
| 2023-07-11 |
delete person Cynthia Leal |
| 2023-07-11 |
delete person Denise Wedepohl |
| 2023-07-11 |
delete person Justyn Delgadillo |
| 2023-07-11 |
delete person Kurt Finchum |
| 2023-07-11 |
delete person Travis Adams |
| 2023-07-11 |
delete person Zack Devine |
| 2023-06-07 |
delete person Ashley Kremhelmer |
| 2023-06-07 |
delete person Craig Mottl |
| 2023-06-07 |
delete person David Sheehan |
| 2023-06-07 |
delete person Jaci Iannello |
| 2023-06-07 |
delete person John Geilfuss |
| 2023-06-07 |
delete person Todd Long |
| 2023-04-28 |
delete person Robert Fitzpatrick |
| 2023-04-28 |
insert person Anthony Badillo |
| 2023-04-28 |
insert person Brad Maurer |
| 2023-04-28 |
insert person Chance Vogel |
| 2023-04-28 |
insert person Frank Barkanic |
| 2023-04-28 |
insert person Javier Lucero |
| 2023-04-28 |
insert person Jim Horn |
| 2023-04-28 |
insert person Lakeisha Hill |
| 2023-04-28 |
insert person Laura Johnson |
| 2023-04-28 |
insert person Matt Preddy |
| 2023-04-28 |
insert person Rita Head |
| 2023-04-28 |
insert person Taralee Sundberg |
| 2023-03-28 |
delete chieflegalofficer Lee Antone |
| 2023-03-28 |
delete chro Joe Nedder |
| 2023-03-28 |
delete coo Joe Nedder |
| 2023-03-28 |
delete evp Joe Nedder |
| 2023-03-28 |
delete evp Lee Antone |
| 2023-03-28 |
insert coo Suzanne van Staveren |
| 2023-03-28 |
delete person Christopher Jones |
| 2023-03-28 |
delete person Joe Nedder |
| 2023-03-28 |
delete person Kyle Kraus |
| 2023-03-28 |
insert person Al Burgos |
| 2023-03-28 |
insert person John Geilfuss |
| 2023-03-28 |
insert person Neil Gilfedder |
| 2023-03-28 |
update person_description Jason Van de Loo => Jason Van de Loo |
| 2023-03-28 |
update person_description Kelly O'Donnell => Kelly O'Donnell |
| 2023-03-28 |
update person_description Lee Antone => Lee Antone |
| 2023-03-28 |
update person_title Jason Van de Loo: Executive Vice President / Head of Wealth Planning and Marketing => Executive Vice President / Co - Chief Client Officer |
| 2023-03-28 |
update person_title Kelly O'Donnell: Executive Vice President / Head of Workplace => Executive Vice President / Co - Chief Client Officer |
| 2023-03-28 |
update person_title Lee Antone: Executive Vice President; General Counsel => Executive Vice President / Chief Legal and Risk Officer |
| 2023-03-28 |
update person_title Suzanne van Staveren: Executive Vice President; Chief Financial Officer => Chief Operating Officer; Executive Vice President; Chief Financial Officer |
| 2023-02-24 |
delete person Enid Santiago |
| 2023-02-24 |
delete person Everett Barnes |
| 2023-02-24 |
delete person Kevin Garvey |
| 2023-02-24 |
delete person Melvin Lambert |
| 2023-02-24 |
delete person Salvatore Mazzola |
| 2023-02-24 |
delete person Thomas Wolford |
| 2023-02-24 |
insert person Ken Barnes |
| 2023-02-24 |
insert person Maria Santiago |
| 2023-02-24 |
insert person Mark Rowley |
| 2023-02-24 |
insert person Mel Lambert |
| 2023-02-24 |
insert person Sam Mazzola |
| 2023-02-24 |
insert person Scott Wolford |
| 2022-11-20 |
insert person Ashley Decker |
| 2022-11-20 |
insert person Nicole Paradise |
| 2022-10-20 |
insert person Megan Sowinski |
| 2022-09-18 |
insert person Glynis Banhan |
| 2022-09-18 |
update person_title Jason Van de Loo: Executive Vice President and Head of Retail & Marketing; Executive Vice President / Head of Wealth Planning and Marketing => Executive Vice President / Head of Wealth Planning and Marketing |
| 2022-06-15 |
insert person Jon Hemmesch |
| 2022-05-16 |
insert cfo Suzanne van Staveren |
| 2022-05-16 |
insert evp Suzanne van Staveren |
| 2022-05-16 |
delete person Rakesh Ravani |
| 2022-05-16 |
insert person Luke Swygard |
| 2022-05-16 |
insert person Suzanne van Staveren |
| 2022-05-16 |
update person_title Jason Van de Loo: Executive Vice President, Head of Wealth Planning and Marketing; Executive Vice President / Head of Wealth Planning and Marketing => Executive Vice President and Head of Retail & Marketing; Executive Vice President / Head of Wealth Planning and Marketing |
| 2022-04-14 |
insert evp Tom Kimberly |
| 2022-04-14 |
insert otherexecutives Tom Kimberly |
| 2022-04-14 |
insert person Tom Kimberly |
| 2022-03-15 |
delete cfo Mario Ramos |
| 2022-03-15 |
delete chiefriskofficer Mario Ramos |
| 2022-03-15 |
delete evp Mario Ramos |
| 2022-03-15 |
delete person Drew Lehman |
| 2022-03-15 |
delete person Mario Ramos |
| 2022-03-15 |
delete person Matt Bonito |
| 2022-03-15 |
delete person Neal Richards |
| 2022-03-15 |
insert person Chris Sparks |
| 2022-03-15 |
insert person Ian Gedminas |
| 2022-03-15 |
insert person Maria Santiago |
| 2022-03-15 |
insert person Matt Ganskopp |
| 2022-03-15 |
update person_description Ric Edelman => Ric Edelman |
| 2022-03-15 |
update person_title Brendan Kenny: Director, Financial Planning => Executive Director, Financial Planning |
| 2022-03-15 |
update person_title Chad Ernzen: Director, Financial Planning => Executive Director, Financial Planning |
| 2022-03-15 |
update person_title Jason Van de Loo: Executive Vice President / Head of Retail & Marketing; Executive Vice President and Head of Retail & Marketing => Executive Vice President and Head of Wealth Planning and Marketing; Executive Vice President / Head of Wealth Planning and Marketing |
| 2022-03-15 |
update person_title Jeremy Albrecht: Director, Financial Planning => Executive Director, Financial Planning |
| 2022-03-15 |
update person_title Ric Edelman: Education => Acclaimed Financial Planner; Independent Financial Planner |
| 2021-10-03 |
delete person TJ Belcher |
| 2021-08-13 |
delete cto Hamesh Chawla |
| 2021-08-13 |
delete evp Hamesh Chawla |
| 2021-08-13 |
delete otherexecutives Hamesh Chawla |
| 2021-08-13 |
delete person Hamesh Chawla |
| 2021-07-13 |
update person_title Gary Mills: Director, Financial Planning => Executive Director, Financial Planning |
| 2021-06-11 |
update person_title Ed Hungler: Director, Financial Planning => Executive Director, Financial Planning |
| 2021-04-16 |
delete personal_emails jp..@financialengines.com |
| 2021-02-21 |
update person_title Ric Edelman: null => Education |
| 2020-09-23 |
delete person Gary Fusz |
| 2020-09-23 |
update person_title Jennifer Sevier: Director, Financial Planning => Executive Director, Financial Planning |
| 2020-04-05 |
insert person Adam Roslovic |
| 2020-04-05 |
insert person Alex Reader |
| 2020-04-05 |
insert person Andre Henderson |
| 2020-04-05 |
insert person Barry Cantrell |
| 2020-04-05 |
insert person Beth London |
| 2020-04-05 |
insert person Brendan Kenny |
| 2020-04-05 |
insert person Chad Ernzen |
| 2020-04-05 |
insert person Chris Forsyth |
| 2020-04-05 |
insert person Chris Miller |
| 2020-04-05 |
insert person Christine Wessinger |
| 2020-04-05 |
insert person Claire Mork |
| 2020-04-05 |
insert person Clay Ernst |
| 2020-04-05 |
insert person Dale Hansen |
| 2020-04-05 |
insert person Dave Balestriere |
| 2020-04-05 |
insert person Dave Heinemann |
| 2020-04-05 |
insert person Drew Lehman |
| 2020-04-05 |
insert person Ed Callahan |
| 2020-04-05 |
insert person Erik Johnson |
| 2020-04-05 |
insert person Gary Mills |
| 2020-04-05 |
insert person Jennifer Sevier |
| 2020-04-05 |
insert person Jeremy Albrecht |
| 2020-04-05 |
insert person Kevin Garvey |
| 2020-04-05 |
insert person Linda Campbell |
| 2020-04-05 |
insert person Matt Bonito |
| 2020-04-05 |
insert person Matthew Kitzman |
| 2020-04-05 |
insert person Michelle Muhammed |
| 2020-04-05 |
insert person Mike Agan |
| 2020-04-05 |
insert person Nate Pribyl |
| 2020-04-05 |
insert person Phil Wilson |
| 2020-04-05 |
insert person Riley Larimore |
| 2020-04-05 |
insert person Sam Mazzola |
| 2020-04-05 |
insert person Steve Crossett |
| 2020-04-05 |
insert person Tom Magyar |
| 2020-04-05 |
insert person Wendy Martinez |
| 2020-04-05 |
update person_description Columbus-Dublin, Ohio => Columbus-Dublin, Ohio |
| 2020-04-05 |
update person_description Columbus-Easton, Ohio => Columbus-Easton, Ohio |
| 2020-02-05 |
delete cmo Jason Van de Loo |
| 2020-02-05 |
delete evp Jason Van de Loo |
| 2020-02-05 |
insert coo Joe Nedder |
| 2020-02-05 |
update person_description Jason Van de Loo => Jason Van de Loo |
| 2020-02-05 |
update person_title Jason Van de Loo: Executive Vice President; Chief Marketing Officer => Executive Vice President and Head of Retail & Marketing |
| 2020-02-05 |
update person_title Joe Nedder: Executive Vice President; Chief Human Resources Officer => Executive Vice President; Chief Human Resources Officer; Chief Operations Officer |
| 2019-09-05 |
delete chiefriskofficer Kelly O'Donnell |
| 2019-09-05 |
delete evp Kelly O'Donnell |
| 2019-09-05 |
delete otherexecutives Kelly O'Donnell |
| 2019-09-05 |
insert chiefriskofficer Mario Ramos |
| 2019-09-05 |
insert chro Joe Nedder |
| 2019-09-05 |
insert cmo Jason Van de Loo |
| 2019-09-05 |
insert evp Jason Van de Loo |
| 2019-09-05 |
insert evp Joe Nedder |
| 2019-09-05 |
insert person Jason Van de Loo |
| 2019-09-05 |
insert person Joe Nedder |
| 2019-09-05 |
update person_description Kelly O'Donnell => Kelly O'Donnell |
| 2019-09-05 |
update person_title Kelly O'Donnell: Chief Administrative Officer; Executive Vice President; Chief Risk Officer => Founder and Executive Sponsor; Executive Vice President and Head of Workplace |
| 2019-09-05 |
update person_title Mario Ramos: Executive Vice President; Chief Financial Officer => Executive Vice President; Chief Risk Officer; Chief Financial Officer |
| 2019-07-06 |
insert cfo Mario Ramos |
| 2019-07-06 |
insert evp Mario Ramos |
| 2019-07-06 |
delete person John Bunch |
| 2019-07-06 |
insert person Mario Ramos |