| Date | Description |
|---|
| 2024-05-27 |
delete personal_emails en..@ustaxfs.com |
| 2024-05-27 |
update person_title Andrew Aldridge: Tax Director => Tax Director & US Attorney / London |
| 2024-05-27 |
update person_title Bradley Albin: International Corporate Tax Director => International Corporate Tax Director / London |
| 2024-03-20 |
update person_title Lavanya Parathasarathy: Corporate Senior Tax Manager => Corporate Senior Tax Associate |
| 2023-05-29 |
insert otherexecutives David Lewis |
| 2023-05-29 |
delete person Brande Medved |
| 2023-05-29 |
insert person Lavanya Parathasarathy |
| 2023-05-29 |
insert person Lavanya Parthasarathy |
| 2023-05-29 |
insert person Sina Rajaei |
| 2023-05-29 |
insert person Tariro Chikuku |
| 2023-05-29 |
update person_title David Lewis: Head of Funds and Corporate Development; Senior Business Development Professional => Corporate Development Director; Senior Business Development Professional |
| 2023-04-13 |
insert person Inna Ganz |
| 2023-03-12 |
insert person Sachin Vadgama |
| 2023-02-09 |
delete otherexecutives Patricia Lydon |
| 2023-02-09 |
delete person Charles Hare |
| 2023-02-09 |
insert person Glenn Snow |
| 2023-02-09 |
insert person Varinder Kaur |
| 2023-02-09 |
update person_title Harry Swift: Chartered Tax Adviser; Associate Director, Private Client Group => Chartered Tax Adviser; Tax Director, Private Client Group |
| 2023-02-09 |
update person_title Patricia Lydon: Associate Director; Registered IRS Enrolled Agent and Certified Acceptance Agent => Registered IRS Enrolled Agent and Certified Acceptance Agent; Tax Director, Private Client Group |
| 2022-11-06 |
delete person Catherine Querio |
| 2022-11-06 |
delete person Karen Jones |
| 2022-08-05 |
insert person Stacy Martin |
| 2022-06-06 |
insert person Brande Medved |
| 2022-06-06 |
insert person Gregory Dean |
| 2022-05-06 |
insert person Harry Swift |
| 2022-05-06 |
insert person Tas Meghani |
| 2022-05-06 |
update person_title Ashish Jain: Tax Manager => Senior Tax Manager |
| 2022-05-06 |
update person_title James Debate: Corporate Tax Manager => Corporate Senior Tax Manager |
| 2022-04-06 |
delete otherexecutives Sarjul Patel |
| 2022-04-06 |
delete person Ritu Bansal |
| 2022-04-06 |
delete person Sarjul Patel |
| 2022-04-06 |
delete person Sneha Kala |
| 2021-08-17 |
delete otherexecutives David Lewis |
| 2021-08-17 |
update person_title David Lewis: Head of Business Development; Senior Business Development Professional => Head of Funds and Corporate Development; Senior Business Development Professional |
| 2021-06-13 |
update person_description Bradley Albin => Bradley Albin |
| 2021-06-13 |
update person_title Bradley Albin: Corporate Tax Director => International Corporate Tax Director |
| 2021-02-25 |
delete otherexecutives Jason Mathew |
| 2021-02-25 |
delete person Jason Mathew |
| 2021-02-25 |
insert person Ritu Bansal |
| 2021-01-24 |
update person_description Sarjul Patel => Sarjul Patel |
| 2020-05-08 |
insert otherexecutives Jason Mathew |
| 2020-05-08 |
update person_title Jason Mathew: Senior Tax Manager; Agent => Associate Director; Agent |
| 2020-05-08 |
update person_title Sarjul Patel: Associate Director; Senior Tax Manager => Associate Director |
| 2020-04-07 |
insert person Karen Jones |
| 2020-01-08 |
insert otherexecutives Patricia Lydon |
| 2020-01-08 |
insert otherexecutives Sarjul Patel |
| 2020-01-08 |
update person_title Patricia Lydon: Registered IRS Enrolled Agent and Certified Acceptance Agent; Senior Tax Manager => Associate Director; Registered IRS Enrolled Agent and Certified Acceptance Agent |
| 2020-01-08 |
update person_title Sarjul Patel: Senior Tax Manager => Associate Director; Senior Tax Manager |
| 2019-11-07 |
insert otherexecutives David Lewis |
| 2019-11-07 |
insert person Ashish Jain |
| 2019-11-07 |
insert person Charles Hare |
| 2019-11-07 |
insert person David Lewis |
| 2019-11-07 |
insert person Sneha Kala |
| 2019-11-07 |
update person_description Andrew Aldridge => Andrew Aldridge |
| 2019-11-07 |
update person_description Bradley Albin => Bradley Albin |
| 2019-11-07 |
update person_description Catherine Querio => Catherine Querio |
| 2019-11-07 |
update person_description David M. Daley => David M. Daley |
| 2019-11-07 |
update person_description Jason Mathew => Jason Mathew |
| 2019-11-07 |
update person_description Sarjul Patel => Sarjul Patel |
| 2019-07-09 |
delete person Natalia Razheva |
| 2019-07-09 |
insert person Filip Cojbasic |
| 2019-07-09 |
update person_description Larry Churnovic => Larry Churnovic |
| 2018-12-25 |
delete personal_emails p...@ustaxfs.com |
| 2018-10-01 |
delete person Grayson Dufrene |
| 2018-08-29 |
insert person Grayson Dufrene |
| 2018-08-29 |
insert person James Debate |
| 2018-06-01 |
delete person Tom Buchan |
| 2017-10-04 |
delete person Jonathan Tiegerman |
| 2017-10-04 |
update person_title Bradley Albin: Corporate Tax Director; International Corporate Tax Director => Corporate Tax Director |
| 2017-10-04 |
update person_title Helena Turner: Associate Director, Business Development; Assoc. Dir., Business Development => Associate Director, Business Development |
| 2017-10-04 |
update person_title Patrick Hoza: US Tax Director; Tax Director => US Tax Director |
| 2017-06-21 |
update person_title Catherine Querio: Certified Public Accountant; Tax Manager => Senior Tax Manager; Certified Public Accountant |
| 2017-03-05 |
delete person Sitara Zafar |
| 2016-10-10 |
insert person Tom Buchan |
| 2016-06-05 |
delete person Mary McNabb |
| 2016-06-05 |
update person_title Jason Mathew: Tax Manager => Senior Tax Manager |
| 2016-03-20 |
delete person Vivian Hu |
| 2016-02-13 |
delete personal_emails t...@ustaxfs.com |
| 2016-02-13 |
delete person Tas Meghani |
| 2016-02-13 |
update person_description Patricia Lydon => Patricia Lydon |
| 2016-02-13 |
update person_description Sitara Zafar => Sitara Zafar |
| 2016-02-13 |
update person_title Patricia Lydon: Senior Tax Manager => Registered IRS Enrolled Agent and Certified Acceptance Agent; Senior Tax Manager |
| 2016-01-14 |
delete personal_emails s...@ustaxfs.com |
| 2016-01-14 |
delete person Robert Sanders |
| 2016-01-14 |
delete person Sandro Bartolini |
| 2015-10-07 |
update person_description Darlene Hart => Darlene Hart |
| 2015-09-09 |
update person_description Bradley Albin => Bradley Albin |
| 2015-09-09 |
update person_description David M. Daley => David M. Daley |
| 2015-09-09 |
update person_description Jason Mathew => Jason Mathew |
| 2015-09-09 |
update person_description Jonathan Tiegerman => Jonathan Tiegerman |
| 2015-09-09 |
update person_description Patrick Hoza => Patrick Hoza |
| 2015-09-09 |
update person_description Sitara Zafar => Sitara Zafar |
| 2015-06-14 |
insert personal_emails p...@ustaxfs.com |
| 2015-06-14 |
insert person Larry Churnovic |
| 2015-06-14 |
insert person Natalia Razheva |
| 2015-06-14 |
insert person Patrick Hoza |
| 2015-06-14 |
insert person Robert Sanders |
| 2015-06-14 |
update person_description Mary McNabb => Mary McNabb |
| 2015-06-14 |
update person_title Jason Gyamerah: US and UK Senior Tax Manager => Senior Tax Manager |
| 2015-04-17 |
insert personal_emails j...@ustaxfs.com |
| 2015-04-17 |
insert person Jason Mathew |
| 2015-04-17 |
update person_description Vivian Hu => Vivian Hu |
| 2015-04-17 |
update person_title Sarjul Patel: Tax Manager => Senior Tax Manager |
| 2015-04-17 |
update person_title Vivian Hu: Tax Manager => Senior Tax Manager |
| 2015-02-12 |
delete coo Mary McNabb |
| 2015-02-12 |
insert personal_emails d...@ustaxfs.com |
| 2015-02-12 |
insert person David M. Daley |
| 2015-02-12 |
insert person Jonathan Tiegerman |
| 2015-02-12 |
update person_title Mary McNabb: Tax Director; Operations Director => Tax Director |
| 2015-01-07 |
insert personal_emails s...@ustaxfs.com |
| 2015-01-07 |
delete person Phil Hawkins |
| 2015-01-07 |
insert person Sarjul Patel |
| 2014-12-06 |
delete personal_emails m...@ustaxfs.com |
| 2014-12-06 |
delete person Michael Bundz |
| 2014-12-06 |
insert person Vivian Hu |
| 2014-10-24 |
delete person Richard Lane |
| 2014-09-23 |
insert person Richard Lane |
| 2014-05-28 |
delete otherexecutives Helena Turner |
| 2014-05-28 |
insert coo Mary McNabb |
| 2014-05-28 |
insert personal_emails m...@ustaxfs.com |
| 2014-05-28 |
insert person Michael Bundz |
| 2014-05-28 |
update person_title Helena Turner: Associate Director => Associate Director, Business Development |
| 2014-05-28 |
update person_title Mary McNabb: Tax Director => Tax Director; Operations Director |
| 2014-05-28 |
update person_title Tas Meghani: Tax Director => Trusts Compliance Consultant |
| 2014-04-21 |
delete person Kristopher Heck |
| 2014-03-24 |
insert person Kristopher Heck |
| 2014-03-05 |
delete personal_emails d...@ustaxfs.com |
| 2014-03-05 |
delete person Damian Ghartey |
| 2014-03-05 |
insert person Phil Hawkins |
| 2014-01-22 |
delete person Sara Kim |
| 2013-10-14 |
delete personal_emails j...@ustaxfs.com |
| 2013-10-14 |
delete person Jerry Stavros |
| 2013-08-27 |
delete personal_emails c...@ustaxfs.com |
| 2013-08-27 |
delete personal_emails k...@ustaxfs.com |
| 2013-08-27 |
delete personal_emails s...@ustaxfs.com |
| 2013-08-27 |
delete person Candice Sackley |
| 2013-08-27 |
delete person Kiriaki Toouli |
| 2013-08-27 |
delete person Sara Shahran |
| 2013-08-27 |
delete person Tasleem Meghani |
| 2013-08-27 |
update person_title Bradley Albin: International Corporate Tax Director => Corporate Tax Director |
| 2013-05-23 |
delete personal_emails p...@ustaxfs.com |
| 2013-05-23 |
delete person Peter Redman |
| 2013-04-11 |
insert personal_emails en..@ustaxfs.com |
| 2013-04-11 |
delete person Sara Shahran |
| 2013-04-11 |
insert person Patricia Lydon |
| 2012-12-09 |
delete person Patricia Lydon |
| 2012-12-09 |
insert person Sara Shahran |
| 2012-10-25 |
delete person David Treitel |