ONE WEALTH MGMT - History of Changes

DateDescription
2023-08-12 update person_title Marium Sohail: Chief of Staff => Chief Operating Officer and Head of Teams
2021-09-04 delete coo David Krouse
2021-09-04 insert svp David Krouse
2021-09-04 update person_title David Krouse: Chief Operating Officer => Senior Vice President
2021-02-18 delete svp David Krouse
2021-02-18 update person_title David Krouse: SENIOR VICE PRESIDENT; CHIEF OPERATING OFFICER; Member of the EXECUTIVE MANAGEMENT TEAM => Chief Operating Officer
2019-12-22 delete vp Amir Abi-Rafeh
2019-12-22 delete person Amir Abi-Rafeh
2019-09-22 delete vp Jose Noriega
2019-09-22 delete vp Nick J. McLaughlin
2019-09-22 delete person Jose Noriega
2019-09-22 delete person Nick J. McLaughlin
2019-08-23 delete ceo Mike Lacey
2019-08-23 delete person Bay Wrightnour
2019-08-23 delete person Mike Lacey
2019-06-23 delete managingdirector Derek McDougall
2019-06-23 delete svp Derek McDougall
2019-06-23 delete vp Peter Gross
2019-06-23 delete person DARRICK WILKINS
2019-06-23 delete person Derek McDougall
2019-06-23 delete person PAUL TOKARZ
2019-06-23 delete person Peter Gross
2019-06-23 update person_title Bay Wrightnour: MANAGING PARTNER, INVESTMENT SERVICES; Member of the EXECUTIVE MANAGEMENT TEAM => Member of the EXECUTIVE MANAGEMENT TEAM
2019-06-23 update person_title MIKE BORNSTEIN: SENIOR VICE PRESIDENT; ADVISOR => ADVISOR
2019-04-16 insert svp TJ Pearce
2019-04-16 insert vp Amir Abi-Rafeh
2019-04-16 insert vp Jordan Ceraso
2019-04-16 insert vp Jose Noriega
2019-04-16 insert vp Max Pashman
2019-04-16 insert vp Nick J. McLaughlin
2019-04-16 delete person Charles Schwab
2019-04-16 insert person Amir Abi-Rafeh
2019-04-16 insert person Jordan Ceraso
2019-04-16 insert person Jose Noriega
2019-04-16 insert person Max Pashman
2019-04-16 insert person Nick J. McLaughlin
2019-04-16 insert person TJ Pearce
2019-04-16 update person_title DARRICK WILKINS: SENIOR VICE PRESIDENT; ADVISOR => ADVISOR