LEO WEALTH - History of Changes


DateDescription
2024-04-06 delete personal_emails ki..@leowealth.com
2024-04-06 delete personal_emails mi..@leowealth.com
2024-04-06 insert otherexecutives Ryan Gaynor
2024-04-06 insert personal_emails em..@leowealth.com
2024-04-06 insert personal_emails pr..@leowealth.com
2024-04-06 delete email ki..@leowealth.com
2024-04-06 delete email mi..@leowealth.com
2024-04-06 delete person Kimberly Wong
2024-04-06 delete person Michael Chan
2024-04-06 insert address Tower-Main 1-8-3 Marunouchi Chiyoda-ku, Tokyo, Japan 100-8283
2024-04-06 insert email em..@leowealth.com
2024-04-06 insert email je..@leowealth.com
2024-04-06 insert email li..@leoinsurance.com
2024-04-06 insert email pr..@leowealth.com
2024-04-06 insert person Emily Smith
2024-04-06 insert person Jenny Malla
2024-04-06 insert person Kanwalpreet Sandhu
2024-04-06 insert person Lindsey Gonzalez
2024-04-06 update person_title Chelsea Xu: Wealth Associate; Client Service => Senior Wealth Associate; Client Service
2024-04-06 update person_title Gloria Ngan: Accounting Associate => Senior Accounting Associate
2024-04-06 update person_title Harjot Singh Gill: Wealth Associate => Junior Portfolio Manager
2024-04-06 update person_title Jack Farrar: Junior Associate => Wealth Associate
2024-04-06 update person_title Ryan Gaynor: Senior Wealth Associate => Associate Director
2023-10-11 delete managingdirector Bernard Lim
2023-10-11 delete personal_emails be..@leowealth.com
2023-10-11 insert managingdirector Ying Du
2023-10-11 insert otherexecutives Holly Lai
2023-10-11 insert personal_emails at..@leowealth.com
2023-10-11 insert personal_emails di..@leowealth.com
2023-10-11 insert personal_emails ha..@leowealth.com
2023-10-11 insert personal_emails na..@leowealth.com
2023-10-11 insert personal_emails ta..@leowealth.com
2023-10-11 delete about_pages_linkeddomain jachincapital.com
2023-10-11 delete address Suite 2830 45 Rockefeller Plaza New York, NY 10111 United States
2023-10-11 delete contact_pages_linkeddomain jachincapital.com
2023-10-11 delete email be..@leowealth.com
2023-10-11 delete management_pages_linkeddomain jachincapital.com
2023-10-11 delete person Bernard Lim
2023-10-11 delete terms_pages_linkeddomain jachincapital.com
2023-10-11 insert address Suite 3504 45 Rockefeller Plaza New York, NY 10111 United States
2023-10-11 insert email at..@leowealth.com
2023-10-11 insert email di..@leowealth.com
2023-10-11 insert email ge..@leowealth.com
2023-10-11 insert email ha..@leowealth.com
2023-10-11 insert email ho..@leowealth.com
2023-10-11 insert email na..@leowealth.com
2023-10-11 insert email ta..@leowealth.com
2023-10-11 insert email ta..@leowealth.com
2023-10-11 insert email yi..@leowealth.com
2023-10-11 insert person Athena Cheuk
2023-10-11 insert person Diana Nieto
2023-10-11 insert person Gena Lohoefer
2023-10-11 insert person Harjot Singh Gill
2023-10-11 insert person Holly Lai
2023-10-11 insert person Nasir Majid
2023-10-11 insert person Taylor Jester
2023-10-11 insert person Taylor Schaufel
2023-10-11 insert person Ying Du
2023-10-11 insert phone +65 6589 8678
2023-10-11 update person_description Ashley Cabral => Ashley Cabral
2023-10-11 update person_description Chelsea Xu => Chelsea Xu
2023-10-11 update person_title Eileen Pang: Operations; Finance Director => Operations; Managing Director - Finance; Finance Director
2023-10-11 update person_title Michael Chan: Junior Associate => Wealth Associate
2023-06-23 delete personal_emails ge..@leowealth.com
2023-06-23 delete personal_emails ke..@leowealth.com
2023-06-23 delete email ge..@leowealth.com
2023-06-23 delete email ke..@leowealth.com
2023-06-23 delete person Georgia Linforth
2023-06-23 delete person Kelley Tally
2023-05-02 insert personal_emails as..@leowealth.com
2023-05-02 delete address 391B Orchard Road Ngee Ann City Tower B Level 22 Singapore 238874
2023-05-02 insert address 1 Raffles Quay #09-05 North Tower Singapore 048583
2023-05-02 insert email as..@leowealth.com
2023-05-02 insert person Ashley Cabral
2023-05-02 update person_description Amber Veronique => Amber Veronique
2023-02-23 insert chiefinvestmentofficer Desmond Foo
2023-02-23 insert managingdirector Bernard Lim
2023-02-23 insert managingdirector Vivian Tianyue Hu
2023-02-23 insert otherexecutives Amber Veronique
2023-02-23 insert otherexecutives Charlie Duryee
2023-02-23 insert personal_emails be..@leowealth.com
2023-02-23 insert personal_emails de..@leowealth.com
2023-02-23 insert personal_emails jo..@leowealth.com
2023-02-23 delete alias BFT Financial Group LLC
2023-02-23 delete email co..@leowealth.com
2023-02-23 insert about_pages_linkeddomain jachincapital.com
2023-02-23 insert address 391B Orchard Road Ngee Ann City Tower B Level 22 Singapore 238874
2023-02-23 insert address 391B Orchard Road, Ngee Ann City Tower B, L22, 238874, Singapore
2023-02-23 insert contact_pages_linkeddomain jachincapital.com
2023-02-23 insert email be..@leowealth.com
2023-02-23 insert email de..@leowealth.com
2023-02-23 insert email jo..@leowealth.com
2023-02-23 insert email sg@leowealth.com
2023-02-23 insert email vi..@leowealth.com
2023-02-23 insert management_pages_linkeddomain jachincapital.com
2023-02-23 insert person Bernard Lim
2023-02-23 insert person Desmond Foo
2023-02-23 insert person Joyce Woo
2023-02-23 insert person Vivian Tianyue Hu
2023-02-23 insert phone +65 6950 1720
2023-02-23 insert terms_pages_linkeddomain jachincapital.com
2023-02-23 update person_title Amber Veronique: Senior Wealth Associate => Associate Director
2023-02-23 update person_title Charles McKenzie: Portfolio Associate; Wealth Associate / Portfolio Manager => Portfolio Manager
2023-02-23 update person_title Charlie Duryee: Associate; Senior Wealth Associate; Client Service => Associate Director; Client Service
2023-02-23 update person_title Coco Fang: Junior Portfolio Manager => Portfolio Manager
2023-02-23 update person_title David Stoneback: Associate; Senior Tax Associate; Tax => Tax; Tax Manager
2023-02-23 update person_title Diana Ruales-Calle: Associate; Senior Tax Associate; Tax => Tax; Tax Manager
2023-02-23 update person_title Erica M. Espinal: Managing Director, Tax => Head of Tax - U.S.; Tax
2023-02-23 update person_title Thomas Y. Lu: Managing Director, Tokyo Office => Global Head of Tax
2023-02-23 update person_title Tori Robertson: Accounting Associate => Senior Accounting Associate
2022-12-16 delete personal_emails ji..@leowealth.com
2022-12-16 insert personal_emails cy..@leowealth.com
2022-12-16 insert personal_emails ka..@leowealth.com
2022-12-16 delete email ji..@leowealth.com
2022-12-16 delete person Jingwen Hartman
2022-12-16 insert email cy..@leowealth.com
2022-12-16 insert email ka..@leowealth.com
2022-12-16 insert person Cynthia Vogt
2022-12-16 insert person Kanako Akiyama