Legacy Wealth Partners LLC
Address: 1900 The Alameda #510, San Jose, CA 95126 Phone: (408) 452-7700: : : : Website: Place name: : Hours: : Category: Website: http://lwallc.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Write a review Reviews Be the first to review
Legacy Wealth Partners LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Legacy Wealth Partners LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Legacy Wealth Partners LLC Employees
St. John Vianney Theological Seminary August 2015 - Present
Red Rocks Planning Group, LLC April 2014 - August 2015
Legacy Wealth Partners LLC August 2012 - August 2015
AXA Advisors August 2012 - April 2014
Rolling Hills Country Club November 2011 - September 2012
Sprinkles Cupcakes September 2011 - November 2011
Rolling Hills Country Club May 2006 - September 2011
Loyola Marymount University, Burns Recreation Center August 2008 - May 2011
Mpower Pictures January 2010 - May 2010
Skills
Final Draft, Final Cut Pro, Microsoft Office, Time Management, Organizing, Creative Writing, Customer Service, Marketing, Marketing Communications, Event Planning, Outlook, Video Editing, Photoshop, Public Relations, Advertising, Social Networking, Fundraising, Public Speaking, Management, Social Media
Education
Loyola Marymount University 2008 — 2011
Bachelor of Arts, Screenwriting
Legacy Wealth Partners LLC August 2010 - Present
Quinlan Financial Group August 1994 - April 2011
Education
Belmont University 1972 — 1976
Bachelor's Degree, Business Administration and Management, General
Lebanon HIgh School 1968 — 1972
High School
Retired USAF Pilot and Corporate Senior Executive 2011 - Present
Eagle's Nest, LLC and Walden Reserve, LLC 2004 - 2011
Legacy Wealth Partners, LLC 2009 - 2010
IMC Global (Mosiac) 1998 - 2004
Harris Chemical Group Inc. 1993 - 1998
United Logistics Inc. 1989 - 1993
Church & Dwight, Co., Inc. 1981 - 1989
Jacob Stern & Sons, Inc. 1978 - 1981
FMC 1974 - 1978
Pan American World Airways 1973 - 1974
Skills
Senior Executive..., Venture Capital, Start-ups, Strategic Planning, Mergers, Due Diligence, Entrepreneur, Private Equity, Business Strategy, Corporate Development, Management Consulting, Mergers & Acquisitions
Education
University of Tennessee-Knoxville 1971 — 1973
Master of Business Administration (MBA), Transportation and Logistics
US Air Force Academy 1961 — 1965
Bachelor of Science (BS), General Engineering/Humanities
Tennessee Technological University 1960 — 1961
no degree awarded, General Engineering
Legacy Wealth Partners LLC July 2015 - Present
Hyatt Regency Denver at Colorado Convention Center March 2015 - July 2015
Hyatt Regency Denver at Colorado Convention Center June 2014 - March 2015
Hyatt Hotels Corporation May 2013 - June 2014
Hyatt Hotels Corporation October 2011 - April 2013
Allen & O'Hara, Inc. August 2009 - August 2011
Skills
Microsoft Office, Public Speaking, Social Media, Time Management, Event Planning, Research, Public Relations, Team Leadership, Social Networking, Marketing Communications, Team Building, Sales, Leasing, Customer Service, AMSI, Opera, Open Table, Management, Social Media Marketing
Education
University of Colorado Denver 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
University of Colorado at Denver 2008 — 2012
Bachelor of Arts (BA), Communications
Legacy Wealth Partners, LLC March 2004 - Present
Garrison Group, Inc. June 1999 - Present
Ship's Marina 2012 - 2014
Burlington Northern and BNSF Railroad 1984 - 1999
Skills
Retirement Planning, Investments, Risk Management, Asset Managment, Strategic Financial..., Estate Planning, Business Development, Wealth Management, Management, Analysis, Portfolio Management, Alternative Investments, Investment Strategies, Wealth Management..., Employee Benefits, Strategic Planning, Financial Advisory, Mutual Funds, Asset Allocation, Investment Advisory, Wealth, Project Management, Investment Management, Private Equity, Finance, Financial Planners, ETFs, Personal Finance, Securities, High Net Worth..., Certified Financial..., Retirement, IRAs, Bonds, Financial Planning
Education
University of Missouri-Columbia 1969 — 1973
The Boston Consulting Group September 2015 - Present
Georgetown International Relations Association, Inc. May 2014 - April 2015
Millennium Partners June 2014 - August 2014
Georgetown International Relations Association, Inc. November 2012 - November 2013
WELAND INTERNATIONAL July 2013 - August 2013
Legacy Wealth Partners LLC May 2013 - July 2013
U.S. House of Representatives September 2012 - November 2012
The Men's Wearhouse, Inc May 2012 - August 2012
State of Colorado May 2012 - August 2012
EMC Engineers December 2008 - August 2010
Skills
Public Speaking, Microsoft Office, Critical Thinking, PowerPoint, Writing, Politics, Model United Nations, Debate, Editing, Organizational..., Nonprofits, Research, Leadership, Microsoft Excel, International Relations, Compliance, Photography
Education
Georgetown University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Majors: Finance & Accounting, Minors: Psychology & Government, summa cum laude
Regis Jesuit High School 2007 — 2011
Valedictorian
Legacy Wealth Partners LLC April 2014 - Present
AXA Advisors 2009 - April 2014
Transamerica February 2008 - December 2009
Wells Fargo September 2007 - February 2008
Merrill Lynch June 2006 - August 2006
Skills
Finance, Financial Services, Investment Advisory, Estate Planning, Networking, Customer Service, Public Relations, Leadership, Sales, Risk Management, Investment Strategies, IRAs, Valuation, Disability Insurance, Retirement Planning, Small Business, Mutual Funds, Financial Analysis, Strategic Planning, Series 63, Series 7
Education
University of Denver 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Vail Mountain School 1999 — 2003
Legacy Wealth Planning March 2010 - Present
Legacy Wealth Planning, LLC March 2010 - Present
Legacy Wealth Partners, LLC January 2005 - February 2010
The legacy Trust Company January 1999 - January 2005
The Legacy Trust Company 1997 - 1999
Skills
Asset Allocation, Wealth Management, Estate Planning, Financial Planning, Asset Management, Accounting, Financial Advisory, Investment Advisory, Alternative Investments, Retirement Planning, Retirement Solutions, Trust Services, Trust Management, Strategic Financial..., Retirement, Mutual Funds, Finance, 401k, Investment Management, IRAs, Wealth, Investments
Education
The University of Kansas 1996 — 1998
Accounting, Business Communications
Shawnee Mission North West 1991 — 1997
Legacy Wealth Partners, LLC September 2012 - Present
Northwestern Mutual May 2005 - August 2012
The MONY Group June 1991 - May 2005
Richard Stevens, CPA June 1986 - June 1991
Peat Marwick Mitchell & Co June 1982 - June 1986
Education
Pace University-Pleasantville/Briarcliff Campus 1978 — 1982
BBA, Accounting - CPA
Legacy Wealth Partners LLC May 2014 - Present
AXA Advisors July 2005 - April 2014
Education
University of Northern Colorado 2001 — 2005
Bachelor's of Science, Business Administration
Bear Creek
Personal Capital March 2014 - Present
Legacy Wealth Partners LLC May 2012 - March 2014
The Club at Ravenna September 2006 - December 2011
Denver Country Club May 2006 - September 2006
Skills
Helping Clients Succeed, Financial Planning, Investments, Investment Portfolio, Asset Allocation, Finance, Customer Service, 401k, Strategic Planning, Marketing, Budgets, Building Relationships, Business Relationship..., Alternative Investments, Social Media, Life & Health Insurance..., Customer Relations, Social Networking, Series 7, Series 66, Account Management, Operations Management, Team Leadership, New Business Development, Business Strategy, Business Development
Education
Arizona State University 2001 — 2006
BS Agribusiness
Legacy Wealth Partners, LLC April 2014 - Present
Education
Belmont University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Lebanon High School