Legacy Asset Management

Legacy Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Legacy Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Legacy Asset Management Salaries. You can even request information on how much does Legacy Asset Management pay if you want to. Learn about salaries, pros and cons of working for Legacy Asset Management directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

14 Legacy Asset Management employees in database. Find out everything there's to know about Legacy Asset Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Legacy Asset Management Employees

Employee
Years
Job
Industry
Jillian Nel, CFP®, CDFA Jillian Nel, CFP®, CDFA Houston, Texas Area Details
Jillian Nel, CFP®, CDFA's Legacy Asset Management Experience September 2011 - Present
Job Financial Planner for Retirement, Investment, Estate, Divorce & Risk Management at Legacy Asset Management
Industry Financial Services
Experience
Rice University  March 2013 - Present
Legacy Asset Management   September 2011 - Present
Lincoln Financial Advisors  October 2005 - September 2011

Skills
Investments, Retirement, Mutual Funds, Strategic Financial..., Financial Planning, 401k, Wealth Management, Asset Allocation, Series 7, Investment Advisory, Asset Management, Finance, Estate Planning, Insurance, Securities, Life Insurance, Long-term Care, Investment Management, Pensions, Risk Management, Financial Planners, High Net Worth..., Financial Advisory, Personal Financial..., Certified Financial..., Wealth Accumulation, Retirement Planning, Certified Divorce..., Fixed Annuities, Variable Annuities, Public Speaking

Education
Rice University   2010 — 2011
CFP Certification

University of Colorado at Boulder - Leeds School of Business   1997 — 2001
Bachelor of Science, Business Administration

Dawn Ficklin Dawn Ficklin Dallas/Fort Worth Area Details
Dawn Ficklin's Legacy Asset Management Experience 2002 - 2004
Job Investment Operations
Industry Investment Management
Experience
Westwood Holdings Group, Inc.   June 2014 - Present
Fidelity Investments  October 2012 - December 2013
The Independent Bankers Bank   2008 - 2012
Ronald Blue & Co.   2003 - 2008
Legacy Asset Management   2002 - 2004
AIG  1997 - 1999

Skills
Portfolio Management, Mutual Funds, Process Improvement, Management, Securities, Equities

Education
Prairie View A&M University
Bachelor of Business Administration (BBA), Accounting

Prairie View A&M University
Accounting, Accounting and Business/Management

Bridget Jurgens Bridget Jurgens Greater Los Angeles Area Details
Bridget Jurgens's Legacy Asset Management Experience June 2002 - 2012
Job Managing Director at DOG & PONY // Graphic Design for Entertainment, Film & Brand Clients
Industry Marketing and Advertising
Experience
DOG & PONY   January 2012 - Present
Jim Weber Realty, Inc.   June 2002 - 2012
Legacy Asset Management   June 2002 - 2012
Jim Weber Realty, Inc.   January 2006 - June 2007
Institute for Educational Advancement  April 2007 - 2007
Grey Group  April 2005 - January 2006
GolinHarris  April 2004 - May 2004
Ackerman McQueen  June 2003 - August 2003
Los Angeles Times  September 2001 - December 2001
Mandalay Branded Entertainment   May 2001 - August 2001

Skills
Small Business, Marketing Communications, Entertainment, Project Management, Creative Services, Key Art Management, Movie Posters, Creative Strategy, Account Management, Advertising, Superior Client Service

Education
University of Southern California   2000 — 2004
B.A., Philosophy, Cum Laude

University of Southern California   2000 — 2004
B.A., Communication, Cum Laude

Esperanza High School   1996 — 2000
High School Diploma

Joseph Birkofer CFP™ Joseph Birkofer CFP™ Houston, Texas Area Details
Joseph Birkofer CFP™'s Legacy Asset Management Experience August 1998 - Present
Job Partner at Legacy Asset Management
Industry Investment Management
Experience
Legacy Asset Management   August 1998 - Present
Post Oak Capital Advisors   June 1996 - August 1998
Paine Webber  November 1995 - June 1996
Texas Commerce Bank  June 1991 - November 1995

Skills
Asset Allocation, Retirement Planning, Investment Selection, Financial Planning, Asset Management

Education
The University of Texas at Austin - Red McCombs School of Business   1989 — 1991
MBA, Business

Georgetown University   1979 — 1983
B.S.F.S., International Politics

University of Houston   1994 — 1995
CFP™, Certified Financial Planner

Chaminade High School   1975 — 1979

James Carreker James Carreker Houston, Texas Area Details
James Carreker's Legacy Asset Management Experience June 2009 - August 2009
Job Equity Research Analyst at U.S. Capital Advisors
Industry Investment Management
Experience
U.S. Capital Advisors   February 2011 - Present
Legacy Asset Management   June 2009 - August 2009
Ryan  June 2005 - July 2008

Skills
Financial Modeling, Equities

Education
Rice University   2008 — 2010
MBA, Finance

The University of Texas at Austin   2001 — 2005
BBA, Finance

Kyle Ashmore Kyle Ashmore Houston, Texas Details
Kyle Ashmore's Legacy Asset Management Experience April 2012 - December 2012
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   March 2015 - Present
J.P. Morgan   May 2014 - August 2014
Calpine  February 2014 - May 2014
Hewlett-Packard  June 2013 - August 2013
Legacy Asset Management   April 2012 - December 2012

Skills
Microsoft Office, Bloomberg, Morningstar, Financial Modeling, Financial Analysis, Treasury Management, Accounting, Team Leadership, Teamwork, Fundraising, Customer Service, Equity Research, Securities, Valuation

Education
Texas A&M University   2010 — 2014
Bachelor’s Degree, Finance

Andrew Rubenstein Andrew Rubenstein Houston, Texas Area Details
Andrew Rubenstein's Legacy Asset Management Experience May 2013 - August 2013
Job Student at The University of Texas at Austin
Industry Investment Banking
Experience
UBS Investment Bank  June 2015 - August 2015
Legacy Asset Management   May 2013 - August 2013
Ameriprise Financial Services, Inc.   June 2013 - June 2013
Legacy Asset Management   May 2012 - August 2012
Three Brothers Bakery   May 2012 - June 2012

Skills
Microsoft Excel, Equity Research, Microsoft Office, Market Research, PowerPoint, Microsoft Word, Operating Budgets, Leadership, Public Speaking, Social Media, Financial Analysis, Finance, Financial Modeling, Data Analysis

Education
The University of Texas at Austin - Red McCombs School of Business   2012 — 2016
Bachelor of Business Administration (B.B.A.), Energy Finance Track

The Kinkaid School   2005 — 2012

Jarrett Wadler Jarrett Wadler Denver, Colorado Details
Jarrett Wadler's Legacy Asset Management Experience July 2010 - August 2010
Job Business Analyst at OrthoFi
Industry Computer Software
Experience
OrthoFi  April 2015 - Present
Huron Consulting Group  September 2013 - December 2014
Blue Moose Pizza   June 2013 - August 2013
J.P. Morgan   May 2012 - August 2012
Lacrosse Coaching   April 2006 - August 2012
Tell-tale Capital Corp.   October 2011 - February 2012
Steve Madden  April 2011 - July 2011
Legacy Asset Management   July 2010 - August 2010
Telemus Capital  May 2010 - June 2010

Skills
PowerPoint, Excel, Word, Microsoft Office, Research, Financial Analysis, Microsoft Excel, Economics, Marketing, Strategy, Finance

Education
Vanderbilt University   2009 — 2013
Bachelor of Arts (B.A.), Economics

The London School of Economics and Political Science (LSE)   2011 — 2011
Economics

The Kinkaid School   1995 — 2009

Jessica Kane Jessica Kane Buffalo, New York Details
Jessica Kane's Legacy Asset Management Experience January 2013 - March 2013
Job Marketing Assistant at Ellicott Development Company
Industry
Experience
Ellicott Development Company  September 2014 - Present
Pasquales  October 2008 - September 2014
Legacy Asset Management   January 2013 - March 2013
Hatricks LLC   September 2012 - December 2012
Kane Doyle-Jeep   December 2006 - May 2007

Skills
Organizational &..., Customer Satisfaction, Interpersonal Skill, Communication Skills, Communication Skills..., Accounting, Business Skills, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Access Database

Education
Medaille College   2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.75 Overall GPA (2009-2013)

Janet Luby, CFA Janet Luby, CFA Houston, Texas Area Details
Janet Luby, CFA's Legacy Asset Management Experience August 2009 - August 2010
Job Portfolio Manager and Senior Equity Analyst at Invesco
Industry Financial Services
Experience
Invesco Ltd.  September 2011 - Present
Amegy Bank, N.A.   June 2010 - September 2011
Legacy Asset Management   August 2009 - August 2010
Van Kampen Investments  July 1995 - December 2007
Invesco Aim  June 1992 - June 1995
Invesco Aim  July 1987 - June 1992

Education
Texas A&M University
B.B.A., Finance

Ashley Foreman Ashley Foreman Houston, Texas Details
Ashley Foreman's Legacy Asset Management Experience October 2012 - Present
Job Legacy Asset Management
Industry Financial Services
Experience
Legacy Asset Management   October 2012 - Present
TEAM Retirement   January 2011 - October 2012

Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint, Business Strategy, Change Management, Process Improvement, Financial Modeling, Portfolio Management, Management, Accounting, New Business Development

Education
Texas Tech University   2003 — 2009

Rick Kaplan, CFA Rick Kaplan, CFA Houston, Texas Area Details
Rick Kaplan, CFA's Legacy Asset Management Experience August 1998 - Present
Job Principal and Chief Investment Officer, Legacy Asset Management
Industry Investment Management
Experience
Legacy Asset Management   August 1998 - Present
Kaplan Private Investment Group   January 1996 - August 1998
Chase Bank - Texas Commerce Bank   February 1994 - December 1995
JPMorgan Chase  June 1993 - February 1994

Skills
Portfolio Management, Investments, Equity Research, Equities, Asset Management, Securities, Mutual Funds, Investment Management, Asset Allocation, ETFs, Alternative Investments, Bloomberg, Asset Managment, Retirement Planning, Investment Policy, Stock Picking, Wealth Management, Manager Selection, Absolute Return, Tactical Asset...

Education
Georgia State University - J. Mack Robinson College of Business   1990 — 1992
MBA, Finance and Investments

University of Alabama   1982 — 1986
BS, Marketing and Finance

Michael Stockman, CHA Michael Stockman, CHA Oklahoma City, Oklahoma Details
Michael Stockman, CHA's Legacy Asset Management Experience September 2012 - August 2014
Job General Manager. Crowne Plaza Oklahoma City, OK
Industry Hospitality
Experience
Chesapeake Hospitality  August 2014 - Present
Legacy Asset Management   September 2012 - August 2014
The Procaccianti Group  July 2011 - September 2012
Noble Investment Group  May 2008 - July 2011
Alliance Hospitality Management LLC  2005 - 2008
Lodgian  2002 - 2005
Flagstone Hospitality LLC   January 1998 - January 2002

Skills
CHA, Hotel Management, Hospitality Industry, Banquets, Front Office, Operations Management, Rooms Division, Revenue Analysis, Budgets, Yield Management, Hospitality Management, Hotels, OnQ, Pre-opening, Opening Hotels, Property Management..., Lodging, Micros, Hospitality, Catering, Hotel Booking, Food, Customer Satisfaction, Convention Services, Restaurants, Guest Service Management, Revenue Forecasting, Tourism, Restaurant Management, Meeting Planning, Fine Dining, Menu Development, Hiring, Guest Recovery, Delphi, Trade Shows, Event Management, Opera, Pre-opening experience, Banquet Operations, Team Building, Training, Employee Relations, Employee Training, Rooms Division..., Culinary Skills, Hotel Administration, Problem Management, Recruitment Training, Sales Management

Education
The University of Texas at Austin
Bachelor of Business Administration (BBA)