STACK FINANCIAL MANAGEMENT - History of Changes


DateDescription
2023-10-18 insert index_pages_linkeddomain cnbc.com
2023-04-21 insert person Shawna Christianson
2022-12-16 update person_title Kayla Bachman: Project Manager; Client Operations Advisor; Client Relationship Specialist => Project Manager; Client Relationship Specialist
2022-11-14 update person_title Aimee Weller: Client Relationship Manager => Client Relationship Manager; Director of Client Relations
2022-11-14 update person_title Meredith Stolte: Client Operations Associate => Client Relationship Specialist; Client Operations Associate
2022-09-12 delete person Katie Fisher
2022-04-11 update person_title Dawn Sherper: Client Operations Manager; Wealth Strategist => Client Service & Project Manager; Wealth Strategist
2022-03-12 insert otherexecutives Andrew Porter
2022-03-12 delete source_ip 74.124.215.127
2022-03-12 insert management_pages_linkeddomain calendly.com
2022-03-12 insert source_ip 23.235.208.11
2022-03-12 update person_title Andrew Porter: Information Technology => Chief Information Security Officer
2021-09-29 delete otherexecutives Jeanine Morreim
2021-09-29 insert ceo Cathy Hetrick
2021-09-29 delete career_pages_linkeddomain investech.com
2021-09-29 delete email ca..@stackfinancialmanagement.com
2021-09-29 delete index_pages_linkeddomain nps.gov
2021-09-29 delete index_pages_linkeddomain recreation.gov
2021-09-29 insert email co..@stackfinancialmanagement.com
2021-09-29 update person_description Cathy Hetrick => Cathy Hetrick
2021-09-29 update person_title Cathy Hetrick: Vice President; Chief Compliance Officer => Vice President; Managing Partner
2021-09-29 update person_title Jeanine Morreim: Compliance Officer => Chief Compliance Officer
2021-09-29 update website_status FlippedRobots => OK
2021-09-15 update website_status OK => FlippedRobots
2021-06-15 insert index_pages_linkeddomain nps.gov
2021-06-15 insert index_pages_linkeddomain recreation.gov
2021-04-20 insert otherexecutives Jeanine Morreim
2021-04-20 insert career_pages_linkeddomain investech.com
2021-04-20 insert person Jeanine Morreim
2021-04-20 insert person Meredith Stolte
2021-01-17 delete president James Stack
2021-01-17 insert founder James Stack
2021-01-17 update person_title Dawn Sherper: Operations Manager => Client Operations Manager
2021-01-17 update person_title James Stack: CEO; President => CEO; Founder
2021-01-17 update person_title Katie Fisher: Client Services Advisor => Client Operations Advisor
2021-01-17 update person_title Kayla Bachman: Client Services Advisor => Client Operations Advisor
2020-09-23 delete cfo Lisa Stack
2020-09-23 insert ceo Lisa Stack
2020-09-23 update person_title Lisa Stack: Wealth Strategist; Chief Financial Officer => Wealth Strategist; Managing Partner
2020-07-13 insert career_pages_linkeddomain nydailynews.com
2020-07-13 insert career_pages_linkeddomain powder.com
2020-07-13 insert career_pages_linkeddomain skimag.com
2020-06-06 delete index_pages_linkeddomain constantcontact.com
2020-05-07 insert index_pages_linkeddomain constantcontact.com
2020-03-07 delete phone 1-800-790-5001
2020-03-07 insert about_pages_linkeddomain schwab.com
2020-03-07 insert career_pages_linkeddomain schwab.com
2020-03-07 insert contact_pages_linkeddomain schwab.com
2020-03-07 insert index_pages_linkeddomain schwab.com
2020-03-07 insert management_pages_linkeddomain schwab.com
2020-03-07 insert terms_pages_linkeddomain schwab.com
2020-02-06 delete address 625 Wisconsin Avenue Whitefish, MT 59937
2020-02-06 delete fax 800-798-6889
2020-02-06 insert address 625 Wisconsin Ave, Whitefish, MT 59937
2020-02-06 update primary_contact 625 Wisconsin Avenue Whitefish, MT 59937 => 625 Wisconsin Ave, Whitefish, MT 59937
2020-02-06 update robots_txt_status www.stackfinancialmanagement.com: 404 => 200
2020-02-06 update robots_txt_status www.stackfinancialmanagement.net: 404 => 200
2020-01-05 delete career_pages_linkeddomain investech.com
2019-04-05 delete career_pages_linkeddomain facebook.com
2019-04-05 insert career_pages_linkeddomain atpwhitefish.org
2019-04-05 insert career_pages_linkeddomain fatherly.com
2019-04-05 insert career_pages_linkeddomain investech.com
2019-04-05 insert career_pages_linkeddomain liftopia.com
2019-04-05 insert career_pages_linkeddomain nationalgeographic.com
2019-04-05 insert career_pages_linkeddomain nydailynews.com
2019-04-05 insert career_pages_linkeddomain powder.com
2019-04-05 insert career_pages_linkeddomain smithsonianmag.com
2019-02-24 delete index_pages_linkeddomain djreprints.com
2018-12-16 delete address 2472 Birch Glen, Suite A Whitefish, MT 59937
2018-12-16 insert address 625 Wisconsin Avenue Whitefish, MT 59937
2018-12-16 update primary_contact 2472 Birch Glen, Suite A Whitefish, MT 59937 => 625 Wisconsin Avenue Whitefish, MT 59937
2018-07-26 insert career_pages_linkeddomain explorewhitefish.com
2018-07-26 insert career_pages_linkeddomain facebook.com
2018-07-26 insert career_pages_linkeddomain nps.gov
2018-07-26 insert career_pages_linkeddomain whitefishchamber.org
2018-07-26 insert career_pages_linkeddomain whitefishlegacy.org
2018-05-31 delete person Brian J. Lazorishak
2018-02-22 insert person Zach Jonson
2018-01-10 delete career_pages_linkeddomain explorewhitefish.com
2018-01-10 delete career_pages_linkeddomain facebook.com
2018-01-10 delete career_pages_linkeddomain nps.gov
2018-01-10 delete career_pages_linkeddomain whitefishchamber.org
2018-01-10 delete career_pages_linkeddomain whitefishlegacy.org
2016-10-20 delete index_pages_linkeddomain barrons.com
2016-10-20 insert index_pages_linkeddomain djreprints.com
2016-09-22 delete index_pages_linkeddomain moneyshowvirtualevent.com
2016-07-28 delete person Eric Vermulm
2016-06-29 insert index_pages_linkeddomain moneyshowvirtualevent.com
2016-06-29 insert person Joe Laszewski
2016-03-15 update website_status OK => DomainNotFound
2016-01-18 delete vp Denise Falkner
2016-01-18 insert vp Catherine Hetrick
2016-01-18 delete person Denise Falkner
2016-01-18 insert person Brian J. Lazorishak
2016-01-18 update person_title Annell Danczyk: Portfolio Manager at SFM; Portfolio Manager => Senior Portfolio Manager at SFM; Senior Portfolio Manager
2016-01-18 update person_title Catherine Hetrick: Senior Portfolio Manager => Vice President; Vice President at SFM; Senior Portfolio Manager
2015-07-17 delete index_pages_linkeddomain ft.com
2014-10-03 insert index_pages_linkeddomain barrons.com