| Date | Description |
|---|
| 2024-04-13 |
delete managingdirector Jeffrey C. Jellison |
| 2024-04-13 |
insert vpsales Jeffrey C. Jellison |
| 2024-04-13 |
update person_title Edwin P. Baldry: Co - Founder; Member of the Executive Team => Business Advisor; Co - Founder; Member of the Executive Team |
| 2024-04-13 |
update person_title Jeffrey C. Jellison: Co - Founder; Member of the Executive Team; Managing Director => Head of Sales; Co - Founder; Member of the Executive Team |
| 2024-04-13 |
update person_title Nick White: Member of the Business Development Team; Account Executive => Head of New Accounts |
| 2024-04-13 |
update person_title Tom Severance: Head of Global Account Management and Sales => Business Advisor; Member of the Executive Team |
| 2024-03-12 |
insert person Taylor Jacobs |
| 2024-03-12 |
update person_title Sebastian Ramos: EVP, Global Trading and Products => EVP, ICD Portal |
| 2024-03-12 |
update person_title Zachary Brown: Member of the Executive Team; EVP, Investment Reporting => Member of the Executive Team; EVP, Product |
| 2023-09-21 |
insert cto Dale Quantz |
| 2023-09-21 |
insert person Dale Quantz |
| 2023-09-21 |
insert person Paulina Teixeira |
| 2023-08-19 |
insert founder Edwin P. Baldry |
| 2023-08-19 |
insert vp Debi Kloeblen |
| 2023-08-19 |
insert person Debi Kloeblen |
| 2023-08-19 |
insert person Edwin P. Baldry |
| 2023-08-19 |
insert person Steven Cosenza |
| 2023-07-16 |
update person_title Michelle Saechao: Vice President, Operations / San Francisco; Vice President, Marketing Operations / San Francisco => Vice President, Marketing Operations / San Francisco |
| 2023-05-03 |
delete svp Hal Johnson |
| 2023-05-03 |
delete person Hal Johnson |
| 2023-05-03 |
delete person Samie Khan |
| 2023-04-02 |
delete cmo Justin Brimfield |
| 2023-04-02 |
update person_title Justin Brimfield: Member of the Executive Team; in 2018 As Chief Marketing Officer; Chief Marketing Officer => Member of the Executive Team; in 2018 As Chief Marketing Officer; Chief Marketing Officer, Global Head of Partnerships |
| 2023-03-01 |
delete cto Mark Heyner |
| 2023-03-01 |
delete person Jill Ziegenfuss |
| 2023-03-01 |
delete person Mark Heyner |
| 2023-03-01 |
delete person Zoe Sochor |
| 2023-03-01 |
insert person Kirsten McGrath |
| 2023-03-01 |
insert person Matt Evans |
| 2023-03-01 |
insert person Michelle Saechao |
| 2023-03-01 |
update person_title Brendon Barrett: Vice President; Member of the Business Development Team; Vice President, Business Development / New York => Vice President; Member of the Business Development Team |
| 2022-09-23 |
delete person Brian Peterson |
| 2022-09-23 |
delete person Sam Harrelson |
| 2022-09-23 |
delete person Yajuvendra Gehlot |
| 2022-09-23 |
insert person Jill Ziegenfuss |
| 2022-09-23 |
insert person Jimmy Xu |
| 2022-09-23 |
insert person Rod Mackenzie |
| 2022-09-23 |
insert person Samie Khan |
| 2022-09-23 |
insert person Zoe Sochor |
| 2022-09-23 |
update person_description Roderick Mackenzie => Roderick Mackenzie |
| 2022-09-23 |
update person_title Brendon Barrett: Vice President; Member of the Business Development Team => Vice President; Member of the Business Development Team; Vice President, Business Development / New York |
| 2022-09-23 |
update person_title Debby Barri: Member of the Executive Team; Chief of Staff / Los Angeles; Chief of Staff => Member of the Executive Team; Chief of Staff |
| 2022-06-20 |
delete person Lauren Chau |
| 2022-06-20 |
delete person Shauna McCaffrey |
| 2022-06-20 |
insert person Zachary Brown |
| 2022-04-19 |
delete person Carly Gernat |
| 2022-04-19 |
delete person Giulia Muscas-Henrye |
| 2022-04-19 |
insert person Lauren Chau |
| 2022-04-19 |
insert person Pamela Desmarais |
| 2022-04-19 |
insert person Shauna McCaffrey |
| 2022-04-19 |
insert person Yajuvendra Gehlot |
| 2022-04-19 |
update person_title Debby Barri: Member of the Executive Team; Chief of Staff => Member of the Executive Team; Chief of Staff / Los Angeles; Chief of Staff |
| 2022-04-19 |
update person_title Sam Harrelson: Account Executive, San Francisco; Member of the Business Development Team; Account Executive; Account Executive / San Francisco => Member of the Business Development Team; Account Executive |
| 2021-12-11 |
delete vp Tim Golden |
| 2021-12-11 |
insert svp Tim Golden |
| 2021-12-11 |
delete person Dave Stokes |
| 2021-12-11 |
delete person Kelli McGuinness |
| 2021-12-11 |
delete person Neel Hasan |
| 2021-12-11 |
insert person Brian Peterson |
| 2021-12-11 |
insert person Carly Gernat |
| 2021-12-11 |
insert person Giulia Muscas-Henrye |
| 2021-12-11 |
insert person Nick White |
| 2021-12-11 |
update person_title Luke Newman: Director of Business Development; Member of the Business Development Team; Director of Business Development, UK; Director of EU Business Development / London => Director of Business Development; Member of the Business Development Team |
| 2021-12-11 |
update person_title Sam Harrelson: Member of the Business Development Team; Account Executive => Account Executive, San Francisco; Member of the Business Development Team; Account Executive; Account Executive / San Francisco |
| 2021-12-11 |
update person_title Tim Golden: Vice President => Senior Vice President |
| 2021-06-11 |
delete otherexecutives Chidambalam Jeyabalan |
| 2021-06-11 |
delete person Chidambalam Jeyabalan |
| 2021-06-11 |
delete person Nicholas White |
| 2021-06-11 |
delete person Tammy Sum |
| 2021-06-11 |
insert person Dave Stokes |
| 2021-06-11 |
insert person Kelli McGuinness |
| 2021-06-11 |
update person_title Luke Newman: Director of Business Development; Member of the Business Development Team => Director of Business Development; Member of the Business Development Team; Director of Business Development, UK; Director of EU Business Development / London |
| 2021-02-23 |
delete otherexecutives Chida Jeyabalan |
| 2021-02-23 |
delete otherexecutives Darryl Jensen |
| 2021-02-23 |
delete person Chida Jeyabalan |
| 2021-02-23 |
delete person Darryl Jensen |
| 2021-02-23 |
delete person Kelli McGuinness |
| 2021-02-23 |
delete person Michelle Saechao |
| 2021-02-23 |
delete person Rebecca Dinneen |
| 2021-02-23 |
delete person Shamil Solanki |
| 2021-01-23 |
delete coo Michelle Saechao |
| 2021-01-23 |
delete otherexecutives Brian Peterson |
| 2021-01-23 |
insert otherexecutives Roderick Mackenzie |
| 2021-01-23 |
insert vp Brendon Barrett |
| 2021-01-23 |
insert vp Jason Owen |
| 2021-01-23 |
delete person Alex Nuechterlein |
| 2021-01-23 |
delete person Ashley Thomas |
| 2021-01-23 |
delete person Brian Peterson |
| 2021-01-23 |
delete person Carly Gernat |
| 2021-01-23 |
delete person Dave Stokes |
| 2021-01-23 |
delete person David Giacalone |
| 2021-01-23 |
delete person Giulia Muscas |
| 2021-01-23 |
delete person Isaac Hudson |
| 2021-01-23 |
delete person Joel Kuenning |
| 2021-01-23 |
delete person Lacey Diaz-Habben |
| 2021-01-23 |
delete person Lucien Goddard |
| 2021-01-23 |
delete person Mark Matthes |
| 2021-01-23 |
delete person Nick Lange |
| 2021-01-23 |
delete person Robert Krueger |
| 2021-01-23 |
delete person Steven Cosenza |
| 2021-01-23 |
delete person Whit Adams |
| 2021-01-23 |
delete person Zoe Sochor |
| 2021-01-23 |
insert person Sales Locker |
| 2021-01-23 |
insert person Tammy Snyder |
| 2021-01-23 |
insert person Tammy Sum |
| 2021-01-23 |
update person_title Brendon Barrett: VP, Business Development; Member of the Management Team => Vice President; Member of the Business Development Team |
| 2021-01-23 |
update person_title Debby Barri: Chief of Staff / Business Development; Member of the Management Team => Member of the Leadership Team; Chief of Staff |
| 2021-01-23 |
update person_title Jason Owen: VP, Business Development => Vice President; Member of the Business Development Team |
| 2021-01-23 |
update person_title Michelle Saechao: Operations Director => VP, Marketing Operations |
| 2021-01-23 |
update person_title Roderick Mackenzie: Senior Account Executive => Director of Business Development; Member of the Business Development Team |
| 2021-01-23 |
update person_title Sam Harrelson: Associate; Account Executive => Member of the Business Development Team; Account Executive |
| 2020-07-16 |
insert otherexecutives Darryl Jensen |
| 2020-07-16 |
update person_title Darryl Jensen: Director of Product Development => Vice President of Product Development |
| 2020-05-16 |
insert person Tom Severance |
| 2020-04-16 |
insert otherexecutives Luke Newman |
| 2020-04-16 |
insert person Luke Newman |
| 2020-04-16 |
insert person Zoe Sochor |
| 2020-02-15 |
delete cco Michelle Saechao |
| 2020-02-15 |
delete coo Debby Barri |
| 2020-02-15 |
insert coo Michelle Saechao |
| 2020-02-15 |
delete person Richard Abeere-Inga |
| 2020-02-15 |
update person_title Debby Barri: Operations Director => Chief of Staff |
| 2020-02-15 |
update person_title Michelle Saechao: Communications Director => Operations Director |