| Date | Description |
|---|
| 2024-03-07 |
delete chairman Seb Dovey |
| 2024-03-07 |
delete chiefcommercialofficer Liz Fritz |
| 2024-03-07 |
insert cmo Jeremy Jackson |
| 2024-03-07 |
insert managingdirector Dan Johnson |
| 2024-03-07 |
insert managingdirector Jaci Stanton |
| 2024-03-07 |
insert managingdirector Josh Roesslein |
| 2024-03-07 |
insert managingdirector Margie Christensen |
| 2024-03-07 |
insert managingdirector Michael Perez |
| 2024-03-07 |
insert managingdirector Scott Dahlman |
| 2024-03-07 |
insert managingdirector Scott Lamont |
| 2024-03-07 |
insert managingdirector Steve Randolph |
| 2024-03-07 |
insert managingdirector Trasha Schwendener |
| 2024-03-07 |
insert managingdirector Wade Spencer |
| 2024-03-07 |
insert otherexecutives Craig Cook |
| 2024-03-07 |
insert otherexecutives Melanie Layer-Gaskell |
| 2024-03-07 |
insert otherexecutives Michelle Borkowski |
| 2024-03-07 |
insert otherexecutives Norma Canales |
| 2024-03-07 |
insert otherexecutives Pam Turner |
| 2024-03-07 |
insert otherexecutives Tim Buhler |
| 2024-03-07 |
insert president Laura Korbel |
| 2024-03-07 |
delete career_pages_linkeddomain twitter.com |
| 2024-03-07 |
delete person Anita Wong |
| 2024-03-07 |
delete person Bharat Kumta |
| 2024-03-07 |
delete person Ernest Lacroix |
| 2024-03-07 |
delete person Frannie McHattie |
| 2024-03-07 |
delete person Jen Baltes |
| 2024-03-07 |
delete person Katie Delwiche |
| 2024-03-07 |
delete person Koley Corte |
| 2024-03-07 |
delete person Lawrence Calcano |
| 2024-03-07 |
delete person Lisa Asher |
| 2024-03-07 |
delete person Samir Maniar |
| 2024-03-07 |
delete person Seb Dovey |
| 2024-03-07 |
delete person Sonya Dhar |
| 2024-03-07 |
delete source_ip 34.251.201.224 |
| 2024-03-07 |
delete source_ip 34.253.101.190 |
| 2024-03-07 |
delete source_ip 54.194.170.100 |
| 2024-03-07 |
insert index_pages_linkeddomain businesswire.com |
| 2024-03-07 |
insert index_pages_linkeddomain nextgenplanners.co.uk |
| 2024-03-07 |
insert person Anthony Cullen |
| 2024-03-07 |
insert person Becky Shoemaker |
| 2024-03-07 |
insert person Brad Jones |
| 2024-03-07 |
insert person Brian Burnham |
| 2024-03-07 |
insert person Carrie Nall |
| 2024-03-07 |
insert person Chris Emert |
| 2024-03-07 |
insert person Craig Cook |
| 2024-03-07 |
insert person Dave Smigielski |
| 2024-03-07 |
insert person Douglas Schappi |
| 2024-03-07 |
insert person Ed Wright |
| 2024-03-07 |
insert person Elena Carroll |
| 2024-03-07 |
insert person Emily Montgomery |
| 2024-03-07 |
insert person Hamilton Dunn |
| 2024-03-07 |
insert person Il Sun |
| 2024-03-07 |
insert person Jaci Stanton |
| 2024-03-07 |
insert person Jaron Rhoda |
| 2024-03-07 |
insert person Jen Fox |
| 2024-03-07 |
insert person Jeremy Jackson |
| 2024-03-07 |
insert person Jessica Brar |
| 2024-03-07 |
insert person Joe Nadreau |
| 2024-03-07 |
insert person Joel Friedman |
| 2024-03-07 |
insert person John Driban |
| 2024-03-07 |
insert person John Sjosten |
| 2024-03-07 |
insert person Joseph Sicchitano |
| 2024-03-07 |
insert person Josh Davison CIMA |
| 2024-03-07 |
insert person Josh Roesslein |
| 2024-03-07 |
insert person Kimberly Brown |
| 2024-03-07 |
insert person Kyle Williams |
| 2024-03-07 |
insert person Laura Korbel |
| 2024-03-07 |
insert person Lizzie Wiley |
| 2024-03-07 |
insert person Madison Bilodeau |
| 2024-03-07 |
insert person Margie Christensen |
| 2024-03-07 |
insert person Mark Eaton |
| 2024-03-07 |
insert person Martha Blenkush |
| 2024-03-07 |
insert person Megan Davison |
| 2024-03-07 |
insert person Melanie Layer-Gaskell |
| 2024-03-07 |
insert person Melissa Kranz |
| 2024-03-07 |
insert person Michael Bartoshevich |
| 2024-03-07 |
insert person Michael Perez |
| 2024-03-07 |
insert person Michaela Finnerveros |
| 2024-03-07 |
insert person Michelle Borkowski |
| 2024-03-07 |
insert person Mike Hodan |
| 2024-03-07 |
insert person Mireille Timothee |
| 2024-03-07 |
insert person Norma Canales |
| 2024-03-07 |
insert person Paige Dockens |
| 2024-03-07 |
insert person Scott Dahlman |
| 2024-03-07 |
insert person Sila Jamalludin |
| 2024-03-07 |
insert person Steve Randolph |
| 2024-03-07 |
insert person Taylor Rebmann |
| 2024-03-07 |
insert person Tim Buhler |
| 2024-03-07 |
insert person Trasha Schwendener |
| 2024-03-07 |
insert person Wade Spencer |
| 2024-03-07 |
insert source_ip 63.35.51.142 |
| 2024-03-07 |
insert source_ip 34.249.200.254 |
| 2024-03-07 |
insert source_ip 52.17.119.105 |
| 2024-03-07 |
update person_title Bryce Carter: Senior Manager, OCTO => Senior Manager |
| 2024-03-07 |
update person_title Carissa K. Turnell: Senior Manager; Senior Manager, OCTO => Senior Manager |
| 2024-03-07 |
update person_title Chris Candelaria: Senior Manager; Senior Manager, OCTO => Senior Manager |
| 2024-03-07 |
update person_title Dan Johnson: Director, OCTO; Director and Head of the OCTO Team; Industry Leader => Managing Director; Industry Leader |
| 2024-03-07 |
update person_title Dave Malone: Executive in Residence => Executive in Residence / Executive in Residence |
| 2024-03-07 |
update person_title David Varitimos: Senior Manager, OCTO => Senior Manager |
| 2024-03-07 |
update person_title Greg Elliott: Senior Consultant; Senior Consultant, Consulting Services => Manager |
| 2024-03-07 |
update person_title Joe Price: Senior Manager; Senior Manager, Consulting Services => Senior Manager |
| 2024-03-07 |
update person_title Liz Fritz: Co - Founder; Chief Commercial Officer => Co - Founder |
| 2024-03-07 |
update person_title Michelle Vine: Senior Consultant; Senior Consultant, Consulting Services => Senior Consultant |
| 2024-03-07 |
update person_title Mike Zebrowski: Executive in Residence => Executive in Residence / Executive in Residence |
| 2024-03-07 |
update person_title Pam Turner: Senior Manager; Senior Manager, Consulting Services => Director |
| 2024-03-07 |
update person_title Phil Hilton: Manager; Manager, OCTO => Manager |
| 2024-03-07 |
update person_title Scott Lamont: Director, Consulting Services; Director and Head of the Consulting Services Team => Managing Director |
| 2022-10-14 |
delete index_pages_linkeddomain investmentnews.com |
| 2022-10-14 |
delete source_ip 3.248.8.137 |
| 2022-10-14 |
delete source_ip 52.49.198.28 |
| 2022-10-14 |
delete source_ip 52.212.43.230 |
| 2022-10-14 |
insert career_pages_linkeddomain zohopublic.com |
| 2022-10-14 |
insert person Bharat Kumta |
| 2022-10-14 |
insert person Dave Malone |
| 2022-10-14 |
insert person Koley Corte |
| 2022-10-14 |
insert person Mike Zebrowski |
| 2022-10-14 |
insert source_ip 34.251.201.224 |
| 2022-10-14 |
insert source_ip 34.253.101.190 |
| 2022-10-14 |
insert source_ip 54.194.170.100 |
| 2022-10-14 |
update person_description Liz Fritz => Liz Fritz |
| 2022-10-14 |
update person_title Ernest Lacroix: Senior Manager; Senior Manager, OCTO => Senior Manager; Senior Manager, Consulting Services |
| 2022-06-07 |
delete index_pages_linkeddomain riabiz.com |
| 2022-06-07 |
insert index_pages_linkeddomain investmentnews.com |
| 2022-05-03 |
delete index_pages_linkeddomain riaintel.com |
| 2022-05-03 |
delete index_pages_linkeddomain thinkadvisor.com |
| 2022-05-03 |
delete person RIA Intel |
| 2022-05-03 |
insert index_pages_linkeddomain riabiz.com |
| 2022-05-03 |
insert person Lawrence Calcano |
| 2022-04-02 |
delete person David Varitomos |
| 2022-04-02 |
insert index_pages_linkeddomain riaintel.com |
| 2022-04-02 |
insert index_pages_linkeddomain thinkadvisor.com |
| 2022-04-02 |
insert person RIA Intel |
| 2022-04-02 |
update person_title Chris Candelaria: Senior Manager; Senior Manager, Consulting Services => Senior Manager; Senior Manager, OCTO |