| Date | Description |
|---|
| 2025-05-08 |
delete otherexecutives David Wolinsky |
| 2025-05-08 |
delete otherexecutives Matt Murray |
| 2025-05-08 |
delete president Joseph Wade |
| 2025-05-08 |
delete svp Boze Xu |
| 2025-05-08 |
delete svp Joseph Wade |
| 2025-05-08 |
insert ceo Chris Felderman |
| 2025-05-08 |
insert ceo Mitchel Nakken |
| 2025-05-08 |
insert ceo Stephen E. Rossi |
| 2025-05-08 |
insert managingdirector Britt Terrell |
| 2025-05-08 |
insert managingdirector Matt Murray |
| 2025-05-08 |
insert svp Alex Savitt |
| 2025-05-08 |
insert svp Matt McGwire |
| 2025-05-08 |
insert svp Patrick Brackett |
| 2025-05-08 |
delete person Chris Nichols |
| 2025-05-08 |
delete person David Wolinsky |
| 2025-05-08 |
insert person Alex Savitt |
| 2025-05-08 |
insert person Matt McGwire |
| 2025-05-08 |
insert person Patrick Brackett |
| 2025-05-08 |
update person_description Chris Felderman => Chris Felderman |
| 2025-05-08 |
update person_description Dieema Wheaton => Dieema Wheaton |
| 2025-05-08 |
update person_description Joseph Wade => Joseph Wade |
| 2025-05-08 |
update person_title Boze Xu: Senior Vice President => Senior Vice President, Strategy |
| 2025-05-08 |
update person_title Britt Terrell: President of a Non - Profit Associated With UC Santa Barbara; Managing Director, Head of Capital Markets => President of a Non - Profit Associated With UC Santa Barbara; Managing Director |
| 2025-05-08 |
update person_title Chris Felderman: Senior Managing Director, Co - Head of Consulting => Senior Managing Director |
| 2025-05-08 |
update person_title Joseph Wade: Senior Vice President; President => Principal; Senior Leader in Palm Tree 's Operations Advisory |
| 2025-05-08 |
update person_title Matt Murray: Director and Head of the Accounting Advisory Team; Director => Managing Director and Head of the Accounting Advisory Team; Managing Director |
| 2025-05-08 |
update person_title Mitchel Nakken: Senior Managing Director, Co - Head of Consulting => Senior Managing Director |
| 2025-05-08 |
update person_title Stephen E. Rossi: Senior Managing Director, Head of Investment Banking => Senior Managing Director |
| 2024-12-20 |
delete cfo Ryan Kanaley |
| 2024-12-20 |
delete managingdirector Vincent Nguyen |
| 2024-12-20 |
delete svp Kathleen Obiala |
| 2024-12-20 |
delete svp Matt Murray |
| 2024-12-20 |
delete svp Michael Sieglen |
| 2024-12-20 |
insert cfo Christopher Bray |
| 2024-12-20 |
insert otherexecutives Kathleen Obiala |
| 2024-12-20 |
insert svp Boze Xu |
| 2024-12-20 |
delete person Dulce Martinez |
| 2024-12-20 |
delete person Michael Sieglen |
| 2024-12-20 |
delete person Ryan Kanaley |
| 2024-12-20 |
delete person Tracy Albert |
| 2024-12-20 |
delete person Vincent Nguyen |
| 2024-12-20 |
insert person Boze Xu |
| 2024-12-20 |
insert person Chris Nichols |
| 2024-12-20 |
insert person Christopher Bray |
| 2024-12-20 |
update person_description Kathleen Obiala => Kathleen Obiala |
| 2024-12-20 |
update person_description Nick Fedorchak => Nick Fedorchak |
| 2024-12-20 |
update person_title Kathleen Obiala: Senior Vice President => Director |
| 2024-12-20 |
update person_title Matt Murray: Senior Vice President; Director => Director and Head of the Accounting Advisory Team; Director |
| 2024-05-26 |
delete managingdirector Spencer Hong |
| 2024-05-26 |
delete otherexecutives Spencer Hong |
| 2024-05-26 |
insert managingdirector Britton Woolf |
| 2024-05-26 |
delete person David M.V. Barnes |
| 2024-05-26 |
delete person Spencer Hong |
| 2024-05-26 |
insert person Britton Woolf |
| 2024-05-26 |
update person_description Danny Arnaout => Danny Arnaout |
| 2024-05-26 |
update person_title Clayton Grindle: Chief Operations Officer; President => COO; President |
| 2024-05-26 |
update person_title Danny Arnaout: Senior Vice President => Senior Vice President; Senior Vice President in Palm Tree 's Strategic Finance |
| 2024-03-14 |
delete cfo Julien Nguyen Christensen |
| 2024-03-14 |
delete otherexecutives Clayton Grindle |
| 2024-03-14 |
delete otherexecutives Rouzheen Myrick |
| 2024-03-14 |
delete otherexecutives Vincent Nguyen |
| 2024-03-14 |
delete president Pardis Nasseri |
| 2024-03-14 |
delete svp Rishi Chellani |
| 2024-03-14 |
delete svp Steven Richards |
| 2024-03-14 |
insert cfo Ryan Kanaley |
| 2024-03-14 |
insert chairman Pardis Nasseri |
| 2024-03-14 |
insert coo Clayton Grindle |
| 2024-03-14 |
insert managingdirector Rouzheen Myrick |
| 2024-03-14 |
insert managingdirector Spencer Hong |
| 2024-03-14 |
insert managingdirector Steven Richards |
| 2024-03-14 |
insert managingdirector Vincent Nguyen |
| 2024-03-14 |
insert otherexecutives Matt Murray |
| 2024-03-14 |
insert otherexecutives Rishi Chellani |
| 2024-03-14 |
insert president Clayton Grindle |
| 2024-03-14 |
insert svp Danny Arnaout |
| 2024-03-14 |
insert svp Kathleen Obiala |
| 2024-03-14 |
insert svp Michael Sieglen |
| 2024-03-14 |
insert svp Stephanie Kersey |
| 2024-03-14 |
delete person Julien Nguyen Christensen |
| 2024-03-14 |
insert person Danny Arnaout |
| 2024-03-14 |
insert person David M.V. Barnes |
| 2024-03-14 |
insert person Kathleen Obiala |
| 2024-03-14 |
insert person Michael Sieglen |
| 2024-03-14 |
insert person Ryan Kanaley |
| 2024-03-14 |
insert person Stephanie Kersey |
| 2024-03-14 |
insert person Tracy Albert |
| 2024-03-14 |
update person_description Chris Felderman => Chris Felderman |
| 2024-03-14 |
update person_description M. Charles Festa => M. Charles Festa |
| 2024-03-14 |
update person_description Pardis Nasseri => Pardis Nasseri |
| 2024-03-14 |
update person_description Vincent Nguyen => Vincent Nguyen |
| 2024-03-14 |
update person_title Chris Felderman: Managing Director and Head of Financial Due Diligence => Senior Managing Director, Co - Head of Consulting |
| 2024-03-14 |
update person_title Clayton Grindle: Chief Administrative Officer => Chief Operations Officer; President |
| 2024-03-14 |
update person_title Dieema Wheaton: Director, Talent => Director, Talent Management |
| 2024-03-14 |
update person_title Matt Murray: Senior Vice President => Senior Vice President; Director |
| 2024-03-14 |
update person_title Mitchel Nakken: Managing Director and => Senior Managing Director, Co - Head of Consulting |
| 2024-03-14 |
update person_title Pardis Nasseri: Architect; CEO; Founder; President => Chairman; Architect; CEO; Visionary Leader; Founder |
| 2024-03-14 |
update person_title Rishi Chellani: Senior Vice President => Director |
| 2024-03-14 |
update person_title Rouzheen Myrick: Director => Managing Director |
| 2024-03-14 |
update person_title Spencer Hong: Director => Managing Director; Director |
| 2024-03-14 |
update person_title Stephen E. Rossi: Managing Director and Head of Investment Banking => Senior Managing Director, Head of Investment Banking |
| 2024-03-14 |
update person_title Steven Richards: Senior Vice President; Senior Vice President in Palm Tree 's Capital Markets => Managing Director in Palm Tree 's Capital Markets; Managing Director |
| 2024-03-14 |
update person_title Vincent Nguyen: Director => Managing Director |
| 2023-07-31 |
insert person Dulce Martinez |
| 2023-06-28 |
delete otherexecutives Derek Alderton |
| 2023-06-28 |
insert svp Matt Murray |
| 2023-06-28 |
insert person Matt Murray |
| 2023-06-28 |
update person_title Derek Alderton: Member of the Board => Vice Chairman |
| 2023-05-28 |
insert otherexecutives Clayton Grindle |
| 2023-05-28 |
insert person Clayton Grindle |
| 2023-04-11 |
delete svp Rouzheen Myrick |
| 2023-04-11 |
delete svp Spencer Hong |
| 2023-04-11 |
delete svp Tom Hill |
| 2023-04-11 |
insert managingdirector Phillip Cooper |
| 2023-04-11 |
insert otherexecutives Rouzheen Myrick |
| 2023-04-11 |
insert otherexecutives Spencer Hong |
| 2023-04-11 |
insert svp Rishi Chellani |
| 2023-04-11 |
delete person Tom Hill |
| 2023-04-11 |
insert person Rishi Chellani |
| 2023-04-11 |
update person_title Phillip Cooper: Principal => Managing Director |
| 2023-04-11 |
update person_title Rouzheen Myrick: Senior Vice President => Director |
| 2023-04-11 |
update person_title Spencer Hong: Senior Vice President => Director |
| 2023-03-11 |
update person_description M. Charles Festa => M. Charles Festa |
| 2023-02-07 |
delete managingdirector Britt Terrell |
| 2023-02-07 |
delete managingdirector David Wolinsky |
| 2023-02-07 |
delete managingdirector Pardis Nasseri |
| 2023-02-07 |
delete president Britt Terrell |
| 2023-02-07 |
insert ceo Pardis Nasseri |
| 2023-02-07 |
insert cfo Julien Nguyen Christensen |
| 2023-02-07 |
insert otherexecutives David Wolinsky |
| 2023-02-07 |
insert person Dieema Wheaton |
| 2023-02-07 |
insert person Julien Nguyen Christensen |
| 2023-02-07 |
insert person M. Charles Festa |
| 2023-02-07 |
update person_description Britt Terrell => Britt Terrell |
| 2023-02-07 |
update person_description Chris Felderman => Chris Felderman |
| 2023-02-07 |
update person_description David Wolinsky => David Wolinsky |
| 2023-02-07 |
update person_description Mitchel Nakken => Mitchel Nakken |
| 2023-02-07 |
update person_description Pardis Nasseri => Pardis Nasseri |
| 2023-02-07 |
update person_title Britt Terrell: Member of the Association for Corporate Growth; Managing Director; President => President of a Non - Profit Associated With UC Santa Barbara; Managing Director and Head of Capital Markets |
| 2023-02-07 |
update person_title Chris Felderman: Managing Director and Head of FDD; Senior Leader => Managing Director and Head of Financial Due Diligence |
| 2023-02-07 |
update person_title David Wolinsky: Managing Director => Interim Director of M & a; Chief Talent Officer |
| 2023-02-07 |
update person_title Pardis Nasseri: Managing Director; Founder; President => Architect; CEO; Founder; President |
| 2023-02-07 |
update person_title Stephen E. Rossi: Managing Director and Head of Capital Markets => Managing Director and Head of Investment Banking |
| 2023-01-06 |
insert managingdirector Britt Terrell |
| 2023-01-06 |
insert president Britt Terrell |
| 2023-01-06 |
insert person Britt Terrell |
| 2022-10-26 |
insert president Joseph Wade |
| 2022-10-26 |
insert svp Joseph Wade |
| 2022-10-26 |
insert person Joseph Wade |
| 2022-08-22 |
insert svp Steven Richards |
| 2022-08-22 |
insert person Steven Richards |
| 2022-07-23 |
delete svp Vincent Nguyen |
| 2022-07-23 |
insert otherexecutives Chris Walling |
| 2022-07-23 |
insert otherexecutives Vincent Nguyen |
| 2022-07-23 |
insert svp Spencer Hong |
| 2022-07-23 |
insert person Spencer Hong |
| 2022-07-23 |
update person_title Chris Walling: Principal => Director |
| 2022-07-23 |
update person_title Vincent Nguyen: Senior Vice President => Director |
| 2022-05-22 |
insert otherexecutives Derek Alderton |
| 2022-05-22 |
insert person Chris Walling |
| 2022-05-22 |
update person_title Derek Alderton: Senior Advisor => Member of the Board |
| 2022-04-20 |
insert svp Rouzheen Myrick |
| 2022-04-20 |
insert person Rouzheen Myrick |