WHARTON WEALTH MANAGEMENT - History of Changes


DateDescription
2024-03-17 delete person Amy E. Thomas
2023-06-23 insert person Gerard Rosato
2023-06-23 insert person Kimberly Law
2023-06-23 update person_title Nancy Sell: Account Manager & Client Advocate; Account Manager => Senior Account Executive; Account Manager
2022-09-26 update person_title Dave Gueriera: Corporate Benefits Advisor => Corporate Benefits Consultant
2022-06-24 insert person Amy E. Thomas