Date | Description |
2023-06-21 |
delete cco John Davis |
2023-06-21 |
delete otherexecutives Austin Lewis |
2023-06-21 |
delete otherexecutives Charles Schwab |
2023-06-21 |
delete otherexecutives Dave Master |
2023-06-21 |
delete otherexecutives John Davis |
2023-06-21 |
delete otherexecutives Ronice Barlow |
2023-06-21 |
insert cmo Tara Giuliano |
2023-06-21 |
insert otherexecutives Jamie Hedrick |
2023-06-21 |
insert otherexecutives Roger Michaud |
2023-06-21 |
delete person Austin Lewis |
2023-06-21 |
delete person Bradley Finkle |
2023-06-21 |
delete person Charles Schwab |
2023-06-21 |
delete person Dave Master |
2023-06-21 |
delete person Jeff Smith |
2023-06-21 |
delete person John Davis |
2023-06-21 |
delete person John Sturiale |
2023-06-21 |
delete person Mike Edwards |
2023-06-21 |
insert person Anne Kvanbeck |
2023-06-21 |
insert person Diana Downey |
2023-06-21 |
insert person Jamie Hedrick |
2023-06-21 |
insert person Tara Giuliano |
2023-06-21 |
update person_description Roger Michaud => Roger Michaud |
2023-06-21 |
update person_title John McDonough: Executive Committee Chair / Head of Wealth Management Intermediaries => Executive Committee Chair / Head of Americas Distribution |
2023-06-21 |
update person_title Michael Twohig: Vice President, Product Development / Hennessy Funds; Member of the PRODUCT COUNCIL STEERING COMMITTEE; Vice President, Product Development / Goldman Sachs Asset Management => Head of U.S. Public Product Development; Head of U.S. Public Product Development / Goldman Sachs Asset Management; Member of the PRODUCT COUNCIL STEERING COMMITTEE |
2023-06-21 |
update person_title Roger Michaud: Member of the Fenimore Asset Management Team; Senior Vice President, North American Advisor Services => SVP, Divisional Sales Manager; Member of the DISTRIBUTION COUNCIL STEERING COMMITTEE |
2023-06-21 |
update person_title Ronice Barlow: SVP, Co - Head US Retail Sales / Franklin Templeton; Member of the DISTRIBUTION COUNCIL STEERING COMMITTEE => Senior Vice President, Co - Head US Retail; Member of the Fenimore Asset Management Team |