| Date | Description |
|---|
| 2025-05-05 |
insert ceo Tim Whipple |
| 2025-05-05 |
insert person Tim Whipple |
| 2025-03-03 |
insert person Dominic Bartholdi |
| 2023-06-20 |
insert chro Sheri Kanellos |
| 2023-06-20 |
insert otherexecutives David Murphy |
| 2023-06-20 |
insert otherexecutives Joseph Sullivan |
| 2023-06-20 |
insert otherexecutives Meghan Norton |
| 2023-06-20 |
delete person Brian Coddington |
| 2023-06-20 |
delete person Jason Cavanaugh |
| 2023-06-20 |
delete person Kelley Abbott |
| 2023-06-20 |
insert person David Murphy |
| 2023-06-20 |
insert person Meghan Norton |
| 2023-06-20 |
insert person Sheri Kanellos |
| 2023-06-20 |
update person_description Joseph Sullivan => Joseph Sullivan |
| 2023-06-20 |
update person_description Josh Henry => Josh Henry |
| 2023-06-20 |
update person_description Marco Hermez => Marco Hermez |
| 2023-06-20 |
update person_title Joseph Sullivan: Sales Manager => Regional Sales Director; Sales Manager |
| 2023-06-20 |
update person_title Marco Hermez: Director Business Development => Director Business Development; Director of Business Development in Dallas |
| 2023-04-12 |
delete managingdirector Chris Hitselberger |
| 2023-04-12 |
delete otherexecutives Michael Warady |
| 2023-04-12 |
delete vpsales Jon Kaplan |
| 2023-04-12 |
insert otherexecutives Eric Steele |
| 2023-04-12 |
insert otherexecutives Lisa Novotny |
| 2023-04-12 |
insert otherexecutives Marco Hermez |
| 2023-04-12 |
delete person Candace Orr |
| 2023-04-12 |
delete person Chris Hitselberger |
| 2023-04-12 |
delete person Jon Kaplan |
| 2023-04-12 |
delete person Sean Gray |
| 2023-04-12 |
insert person Eric Steele |
| 2023-04-12 |
insert person Joseph Sullivan |
| 2023-04-12 |
insert person Josh Henry |
| 2023-04-12 |
insert person Lisa Novotny |
| 2023-04-12 |
insert person Marco Hermez |
| 2023-04-12 |
update person_description Laura Card => Laura Card |
| 2023-04-12 |
update person_title Brian Coddington: Director of Tax Accounting Methods => Senior Director of Tax Accounting Methods |
| 2023-04-12 |
update person_title Leila Rayburn: Marketing Director => Vice President of Marketing |
| 2023-04-12 |
update person_title Lindsey Modlich: Director of Tax Controversy; Director => Director |
| 2023-04-12 |
update person_title Michael Warady: Regional Director => Senior Strategic Director |
| 2022-12-15 |
delete otherexecutives Mike Armstrong |
| 2022-12-15 |
delete personal_emails al..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails an..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails an..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails bi..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails bi..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails br..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails br..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails ca..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails ch..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails ch..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails da..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails da..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails de..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails de..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails fr..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails gr..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails im..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails je..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails jo..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails ka..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails la..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails le..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails mi..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails ni..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails pa..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails ra..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails sa..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails se..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails st..@sourceadvisors.com |
| 2022-12-15 |
delete personal_emails to..@sourceadvisors.com |
| 2022-12-15 |
insert otherexecutives Andrea Stone |
| 2022-12-15 |
delete person Louis Riley |
| 2022-12-15 |
delete person Mike Armstrong |
| 2022-12-15 |
insert person Brian Coddington |
| 2022-12-15 |
update person_description Al Schmitt => Al Schmitt |
| 2022-12-15 |
update person_description Alex Achino => Alex Achino |
| 2022-12-15 |
update person_description Alex Pak => Alex Pak |
| 2022-12-15 |
update person_description Andrea Stone => Andrea Stone |
| 2022-12-15 |
update person_description Andy Chapa => Andy Chapa |
| 2022-12-15 |
update person_description Becky Scism-Hewitt => Becky Scism-Hewitt |
| 2022-12-15 |
update person_description Bernitta Kinsey => Bernitta Kinsey |
| 2022-12-15 |
update person_description Bill Cusato => Bill Cusato |
| 2022-12-15 |
update person_description Bill McKeon => Bill McKeon |
| 2022-12-15 |
update person_description Brett Hansen => Brett Hansen |
| 2022-12-15 |
update person_description Brielle Schwartz => Brielle Schwartz |
| 2022-12-15 |
update person_description Candace Orr => Candace Orr |
| 2022-12-15 |
update person_description Cherie Brown => Cherie Brown |
| 2022-12-15 |
update person_description Chris Henderson => Chris Henderson |
| 2022-12-15 |
update person_description Chris Hitselberger => Chris Hitselberger |
| 2022-12-15 |
update person_description Conner Iddiols => Conner Iddiols |
| 2022-12-15 |
update person_description David DeGrand => David DeGrand |
| 2022-12-15 |
update person_description David Finley => David Finley |
| 2022-12-15 |
update person_description Debbie Rodkin => Debbie Rodkin |
| 2022-12-15 |
update person_description Deborah Roth => Deborah Roth |
| 2022-12-15 |
update person_description Frank Giudici => Frank Giudici |
| 2022-12-15 |
update person_description Frank Rotunda => Frank Rotunda |
| 2022-12-15 |
update person_description George Marfeo => George Marfeo |
| 2022-12-15 |
update person_description Greg Bryant => Greg Bryant |
| 2022-12-15 |
update person_description Greg Mummy => Greg Mummy |
| 2022-12-15 |
update person_description Hank Holman => Hank Holman |
| 2022-12-15 |
update person_description Imran Syed => Imran Syed |
| 2022-12-15 |
update person_description Jeff Darling => Jeff Darling |
| 2022-12-15 |
update person_description Jennifer Flynn => Jennifer Flynn |
| 2022-12-15 |
update person_description Jon Kaplan => Jon Kaplan |
| 2022-12-15 |
update person_description Jordan Fazio => Jordan Fazio |
| 2022-12-15 |
update person_description Karen Koch => Karen Koch |
| 2022-12-15 |
update person_description Laura Card => Laura Card |
| 2022-12-15 |
update person_description Leila Rayburn => Leila Rayburn |
| 2022-12-15 |
update person_description Michael Warady => Michael Warady |
| 2022-12-15 |
update person_description Mike Laderer => Mike Laderer |
| 2022-12-15 |
update person_description Moises Romero => Moises Romero |
| 2022-12-15 |
update person_description Nicole Clothier => Nicole Clothier |
| 2022-12-15 |
update person_description Pat Esteban => Pat Esteban |
| 2022-12-15 |
update person_description Rachel Bishop => Rachel Bishop |
| 2022-12-15 |
update person_description Randy Thompson => Randy Thompson |
| 2022-12-15 |
update person_description Sara Richardson => Sara Richardson |
| 2022-12-15 |
update person_description Sean McKirdy => Sean McKirdy |
| 2022-12-15 |
update person_description Stephen Wyatt => Stephen Wyatt |
| 2022-12-15 |
update person_description Tony Galman => Tony Galman |
| 2022-12-15 |
update person_title Andrea Stone: Client Services Director, Dallas / Ft. Worth => Client Services Director |
| 2022-12-15 |
update person_title Brett Hansen: Senior Business Development Director, Southeast Region => Senior Director, Southeast Region |
| 2022-12-15 |
update person_title Brielle Schwartz: in 2018 As an Account Manager; Team Flynn, Manager, Northeast Region => in 2018 As an Account Manager; Senior Manager, Team Flynn, Northeast Region |
| 2022-12-15 |
update person_title Jennifer Flynn: Team Flynn, Director, Northeast Region; 2004 As a Senior Technical Sales Specialist => Senior Director, Team Flynn Lead, Northeast Region |
| 2022-12-15 |
update person_title Laura Card: Senior Manager, Detroit => Director of Engineering Services |
| 2022-12-15 |
update person_title Mike Laderer: Senior Manager, Dallas / Fort Worth => Director of Project Management |
| 2022-12-15 |
update person_title Moises Romero: Tax Controversy Leader Senior Director, Miami => Tax Controversy Senior Director |
| 2022-12-15 |
update person_title Nicole Clothier: in 2020 As a Client Services Manager; Team Flynn, Senior Manager, Northeast Region => in 2020 As a Client Services Manager; Senior Manager, Team Flynn, Northeast Region |
| 2022-08-10 |
delete personal_emails ch..@sourceadvisors.com |
| 2022-08-10 |
delete personal_emails fr..@sourceadvisors.com |
| 2022-08-10 |
delete personal_emails st..@sourceadvisors.com |
| 2022-08-10 |
delete person Charles Duncan |
| 2022-08-10 |
delete person Stuart Burlingham |
| 2022-08-10 |
update person_description Sara Richardson => Sara Richardson |
| 2022-08-10 |
update person_title Sara Richardson: in 1995 As a Customer Service Manager; Senior Manager, Southern Region; Director, LIFO Client Services => in 1995 As a Customer Service Manager; Director, LIFO Client Services |
| 2022-04-04 |
delete person Holland King |