LEVANTI WEALTH - History of Changes


DateDescription
2024-03-19 insert coo Maria Valenziano
2024-03-19 delete person Franklin Kegley
2024-03-19 delete person Jessica Reyes
2024-03-19 update person_title Carolina Petroni: null => Executive Assistant to Sam Eppy, Craig Eppy, & Gary Ciampitti
2024-03-19 update person_title Magda Estela: null => Client Services Specialist
2024-03-19 update person_title Maria Valenziano: null => Director of Operations
2024-03-19 update person_title Mary Veszi: null => Practice Manager for Joe Eppy & Special Projects
2024-03-19 update person_title Natalie Lopez: null => Practice Manager for Max Adams
2024-03-19 update person_title Sandra Acuna: null => Executive Assistant to Max Adams
2023-10-04 delete person Rachel Neitzel
2023-10-04 insert person Franklin Kegley
2023-05-27 insert person Carolina Petroni
2023-02-06 insert person Natalie Lopez
2023-02-06 insert person Sandra Acuna
2022-11-04 delete person Natalie Lopez