| Date | Description |
|---|
| 2024-10-20 |
update person_title Nicole Grillo: Client Service Associate => Senior Client Service Associate |
| 2024-08-18 |
update person_description Brittany Feller => Brittany Feller |
| 2024-07-16 |
update person_title Emily Solomon: Associate; Financial Advisor => Assistant; Financial Advisor |
| 2024-06-13 |
insert person Danielle Houle |
| 2024-06-13 |
insert person Sara Lennon |
| 2024-06-13 |
update person_description Emily Solomon => Emily Solomon |
| 2024-06-13 |
update person_description Kade Huang-Savino => Kade Huang-Savino |
| 2024-06-13 |
update person_title Emily Normandin: Member of the Your Team; Wealth Advisor => CFP® Wealth Advisor; Wealth Advisor |
| 2024-06-13 |
update person_title Emily Solomon: Finance Intern; Member of the Your Team => Associate; Financial Advisor |
| 2024-06-13 |
update person_title John Grosso: Member of the Your Team; Wealth Advisor => CFS® Wealth Advisor; Wealth Advisor |
| 2024-06-13 |
update person_title Kade Huang-Savino: Finance Intern; Member of the Your Team => Client Service Associate |
| 2024-04-17 |
update person_description Julia Milewski => Julia Milewski |
| 2024-04-17 |
update person_title Emily Normandin: Member of the Your Team; Wealth Management Associate => Member of the Your Team; Wealth Advisor |
| 2024-03-16 |
delete cco Joanne Daley |
| 2024-03-16 |
insert cmo Joanne Daley |
| 2024-03-16 |
delete person Hyla Costello |
| 2024-03-16 |
insert person Emily Normandin |
| 2024-03-16 |
insert person Emily Solomon |
| 2024-03-16 |
insert person Kade Huang-Savino |
| 2024-03-16 |
insert person Lisa LeVasseur |
| 2024-03-16 |
insert person Nicholas Mydlo |
| 2024-03-16 |
insert person Stephanie Schech |
| 2024-03-16 |
update person_description Joanne Daley => Joanne Daley |
| 2024-03-16 |
update person_description Julia Milewski => Julia Milewski |
| 2024-03-16 |
update person_title Joanne Daley: Member of the Your Team; Director of Communications => Director of Marketing; Member of the Your Team |
| 2023-06-15 |
update person_description Joanne Daley => Joanne Daley |
| 2023-03-31 |
delete person Rachel Puleo |