Legacy Consulting Group
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Legacy Consulting Group Employees
Employee
Years
Job
Industry
Will ElLaissi Will ElLaissi's Legacy Consulting Group Experience July 2011 - March 2012
Job Partnership DevelopmentDuke Institute for Health Innovation
Industry Hospital & Health Care
Experience
Duke University Medical Center August 2014 - Present
Duke University Health System March 2012 - Present
Legacy Consulting Group July 2011 - March 2012
Validus Group, LLC August 2010 - May 2011
Georgia State University August 2009 - May 2011
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA/MHA, Master of Business Administration and Master of Health Administration
University of Georgia - Terry College of Business 2004 — 2008
B.B.A, Risk Management and Insurance
Duke University Medical Center August 2014 - Present
Duke University Health System March 2012 - Present
Legacy Consulting Group July 2011 - March 2012
Validus Group, LLC August 2010 - May 2011
Georgia State University August 2009 - May 2011
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA/MHA, Master of Business Administration and Master of Health Administration
University of Georgia - Terry College of Business 2004 — 2008
B.B.A, Risk Management and Insurance
Nelson Shake Nelson Shake's Legacy Consulting Group Experience May 2003 - January 2009
Job Instructor at Georgia Southern University
Industry Writing and Editing
Experience
Whole Foods Market August 2013 - Present
Georgia Southern University August 2013 - Present
Georgia Southern University August 2011 - May 2013
Maggie Moo's Ice Cream and Treatery June 2010 - May 2011
Self-employed May 2010 - May 2011
TC Magazine May 2009 - May 2010
Harding University January 2009 - May 2009
Legacy Consulting Group May 2003 - January 2009
Skills
Creative Writing, Editing, Research, Writing, Teaching, Blogging, Literature, Proofreading, Copy Editing, Public Speaking, Stories, Microsoft Office, Publishing
Education
Georgia Southern University 2011 — 2013
Master of Arts (MA), English, Summa Cum Laude
Harding University 2006 — 2010
Bachelor of Arts (BA), English, Summa Cum Laude
Whole Foods Market August 2013 - Present
Georgia Southern University August 2013 - Present
Georgia Southern University August 2011 - May 2013
Maggie Moo's Ice Cream and Treatery June 2010 - May 2011
Self-employed May 2010 - May 2011
TC Magazine May 2009 - May 2010
Harding University January 2009 - May 2009
Legacy Consulting Group May 2003 - January 2009
Skills
Creative Writing, Editing, Research, Writing, Teaching, Blogging, Literature, Proofreading, Copy Editing, Public Speaking, Stories, Microsoft Office, Publishing
Education
Georgia Southern University 2011 — 2013
Master of Arts (MA), English, Summa Cum Laude
Harding University 2006 — 2010
Bachelor of Arts (BA), English, Summa Cum Laude
Michael P. Britain, FACHE Michael P. Britain, FACHE's Legacy Consulting Group Experience 2001 - Present
Job Principal Legacy Consulting Group
Industry Hospital & Health Care
Experience
Legacy Consulting Group 2001 - Present
Legacy Consulting Group 1999 - 2001
Promina Health System 1995 - 1999
Northwest Georgia Health System (WellStar Health System) 1993 - 1995
Cobb Hospital & Medical Center (WellStar Cobb Hospital) 1992 - 1993
Cobb Hospital & Medical Center (WellStar Cobb Hospital) 1992 - 1992
Cobb Hospital & Medical Center (WellStar Cobb Hospital) 1991 - 1992
Cobb Hospital & Medical Center (WellStar Cobb Hospital) 1990 - 1991
Skills
Strategic & Business..., Financial Analysis &..., Service Line Planning, Team..., Clinical..., Community Health..., Decision..., Hospitals, Healthcare, Clinical Research, Project Planning, Change Management, Management, Business Development, Leadership, Nonprofits, Strategic Planning, Project Management, Analysis, Physicians
Education
Georgia State University - J. Mack Robinson College of Business
MBA/MHA, Business, Hospital & Healthcare Administration
University of Cincinnati
BA, Economics
Legacy Consulting Group 2001 - Present
Legacy Consulting Group 1999 - 2001
Promina Health System 1995 - 1999
Northwest Georgia Health System (WellStar Health System) 1993 - 1995
Cobb Hospital & Medical Center (WellStar Cobb Hospital) 1992 - 1993
Cobb Hospital & Medical Center (WellStar Cobb Hospital) 1992 - 1992
Cobb Hospital & Medical Center (WellStar Cobb Hospital) 1991 - 1992
Cobb Hospital & Medical Center (WellStar Cobb Hospital) 1990 - 1991
Skills
Strategic & Business..., Financial Analysis &..., Service Line Planning, Team..., Clinical..., Community Health..., Decision..., Hospitals, Healthcare, Clinical Research, Project Planning, Change Management, Management, Business Development, Leadership, Nonprofits, Strategic Planning, Project Management, Analysis, Physicians
Education
Georgia State University - J. Mack Robinson College of Business
MBA/MHA, Business, Hospital & Healthcare Administration
University of Cincinnati
BA, Economics
Roger A. Shake, CFP, RLP Roger A. Shake, CFP, RLP's Legacy Consulting Group Experience February 1997 - Present
Job Certified Financial Planner at Legacy Consulting Group
Industry Financial Services
Experience
Legacy Consulting Group February 1997 - Present
The Center for Personal Finance, Inc. 1987 - 1996
The Competitive Edge 1986 - 1987
Mobil Oil Corporation 1980 - 1986
Skills
Wealth Management, Retirement Planning, Plannning, Investment Advisory, Financial Life Planning, Transition Planning, Estate Planning, Sudden Money Planning
Education
The Kinder Institute of Life Planning 2004 — 2005
Registered Life Planner, Financial Life Planning
College for Financial Planning 1987 — 1989
Certified Financial Planner, Financial Planning
The University of Dallas 1983 — 1985
MBA, Business Management
Abilene Christian University 1976 — 1980
BBA, Finance
Legacy Consulting Group February 1997 - Present
The Center for Personal Finance, Inc. 1987 - 1996
The Competitive Edge 1986 - 1987
Mobil Oil Corporation 1980 - 1986
Skills
Wealth Management, Retirement Planning, Plannning, Investment Advisory, Financial Life Planning, Transition Planning, Estate Planning, Sudden Money Planning
Education
The Kinder Institute of Life Planning 2004 — 2005
Registered Life Planner, Financial Life Planning
College for Financial Planning 1987 — 1989
Certified Financial Planner, Financial Planning
The University of Dallas 1983 — 1985
MBA, Business Management
Abilene Christian University 1976 — 1980
BBA, Finance
Joseph Lavelle Joseph Lavelle's Legacy Consulting Group Experience March 2013 - December 2013
Job COO Inova Fairfax Medical Campus, SVP Inova Health System at Inova Health System
Industry Hospital & Health Care
Experience
Inova Health System & Inova Fairfax Hospital March 2014 - Present
Inova Health System - Inova Heart and Vascular Insititute & Adult Medical/Surgical Tower January 2014 - February 2014
Legacy Consulting Group March 2013 - December 2013
Central Georgia Health System - Medical Center of Central Georgia February 2006 - February 2013
Central Georgia Health System - Medical Center of Central Georgia April 2004 - February 2006
Central Georgia Health System September 1996 - March 2004
HCA - Hospital Corporation of America - Coliseum Health Group, Inc. July 1994 - September 1996
HCA - Hospital Corporation of America - Coliseum Health System May 1994 - September 1996
HCA - Mid-State Area Physicians Panel, Inc. & Coliseum Rehabilitation Center February 1993 - September 1996
ReLife - Central Georgia Rehabilitation Hospital May 1992 - January 1993
Skills
Cost Management, Quality Management, Quality Assurance, Project Management, Program Development, Physician Relations, Acute Care, Operations Management, Team Management, Managed Care, Operational Efficiency, Customer Satisfaction, Employee Engagement, Business Strategy, Strategic Planning, Healthcare Management, Clinical Research, Leadership, Process Improvement, Healthcare Information..., Physicians
Education
The George Washington University 1984 — 1985
Master of Business Administration (M.B.A.), Finance and Investments
Penn State University 1980 — 1983
Bachelor of Science (BS), Health/Health Care Administration/Management
Inova Health System & Inova Fairfax Hospital March 2014 - Present
Inova Health System - Inova Heart and Vascular Insititute & Adult Medical/Surgical Tower January 2014 - February 2014
Legacy Consulting Group March 2013 - December 2013
Central Georgia Health System - Medical Center of Central Georgia February 2006 - February 2013
Central Georgia Health System - Medical Center of Central Georgia April 2004 - February 2006
Central Georgia Health System September 1996 - March 2004
HCA - Hospital Corporation of America - Coliseum Health Group, Inc. July 1994 - September 1996
HCA - Hospital Corporation of America - Coliseum Health System May 1994 - September 1996
HCA - Mid-State Area Physicians Panel, Inc. & Coliseum Rehabilitation Center February 1993 - September 1996
ReLife - Central Georgia Rehabilitation Hospital May 1992 - January 1993
Skills
Cost Management, Quality Management, Quality Assurance, Project Management, Program Development, Physician Relations, Acute Care, Operations Management, Team Management, Managed Care, Operational Efficiency, Customer Satisfaction, Employee Engagement, Business Strategy, Strategic Planning, Healthcare Management, Clinical Research, Leadership, Process Improvement, Healthcare Information..., Physicians
Education
The George Washington University 1984 — 1985
Master of Business Administration (M.B.A.), Finance and Investments
Penn State University 1980 — 1983
Bachelor of Science (BS), Health/Health Care Administration/Management
Steve Wachs's Legacy Consulting Group Experience February 1997 - Present
Job Owner, Legacy Consulting Group
Industry Financial Services
Experience
Legacy Consulting Group February 1997 - Present
Skills
Estate Planning, Investment Advisory, Financial Analysis, Retirement Planning, Investment Management, Series 7, Securities, Due Diligence, Retirement, Portfolio Management, Mutual Funds, Wealth Management, Financial Planners, Asset Managment, Investments, Strategic Financial..., Risk Management, Insurance, Strategic Planning, Asset Management, Asset Allocation, Alternative Investments
Education
The University of Dallas 1984 — 1987
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of South Dakota 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Legacy Consulting Group February 1997 - Present
Skills
Estate Planning, Investment Advisory, Financial Analysis, Retirement Planning, Investment Management, Series 7, Securities, Due Diligence, Retirement, Portfolio Management, Mutual Funds, Wealth Management, Financial Planners, Asset Managment, Investments, Strategic Financial..., Risk Management, Insurance, Strategic Planning, Asset Management, Asset Allocation, Alternative Investments
Education
The University of Dallas 1984 — 1987
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of South Dakota 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Henry W. Taylor's Legacy Consulting Group Experience January 2003 - Present
Job Founder & Managing Director at Legacy Consulting Group
Industry Fund-Raising
Experience
Legacy Consulting Group January 2003 - Present
Clark Atlanta University July 2012 - January 2014
Level Playing Field Institute 2011 - 2012
KIPP Foundation November 2009 - December 2010
Stanford University January 2008 - April 2009
Stanford University October 2005 - January 2008
Princeton University 2001 - 2005
Georgia State University January 2000 - July 2001
California State University, East Bay October 1998 - June 1999
Alameda County Youth Development, Inc. August 1996 - September 1998
Skills
Program Development, Event Planning, Philanthropy, Non-profits, Community Outreach, Fundraising, Annual Giving, Nonprofits, Volunteer Management, Prospect Research, Research, Planned Giving, Higher Education, Leadership, Strategy, Strategic Planning, Grant Writing, Grants, Stewardship, Marketing, Alumni Relations, Leadership Development, Community Development, Non-profit..., Program Evaluation, Public Speaking, Staff Development, Board Development, Proposal Writing, Public Relations
Education
Saint Mary's College of California 2009 — 2012
Master's degree, Leadership
Claremont McKenna College 1990 — 1994
Bachelor's Degree, Government/Religion
Legacy Consulting Group January 2003 - Present
Clark Atlanta University July 2012 - January 2014
Level Playing Field Institute 2011 - 2012
KIPP Foundation November 2009 - December 2010
Stanford University January 2008 - April 2009
Stanford University October 2005 - January 2008
Princeton University 2001 - 2005
Georgia State University January 2000 - July 2001
California State University, East Bay October 1998 - June 1999
Alameda County Youth Development, Inc. August 1996 - September 1998
Skills
Program Development, Event Planning, Philanthropy, Non-profits, Community Outreach, Fundraising, Annual Giving, Nonprofits, Volunteer Management, Prospect Research, Research, Planned Giving, Higher Education, Leadership, Strategy, Strategic Planning, Grant Writing, Grants, Stewardship, Marketing, Alumni Relations, Leadership Development, Community Development, Non-profit..., Program Evaluation, Public Speaking, Staff Development, Board Development, Proposal Writing, Public Relations
Education
Saint Mary's College of California 2009 — 2012
Master's degree, Leadership
Claremont McKenna College 1990 — 1994
Bachelor's Degree, Government/Religion
Brian Kirchhoff's Legacy Consulting Group Experience January 1999 - October 2000
Job Pricing Manager II at Sprint Corp.
Industry Telecommunications
Experience
Sprint Corp. October 2000 - Present
Legacy Consulting Group January 1999 - October 2000
Skills
Financial Analysis, Forecasting, Analysis, Telecommunications
Education
University of Nebraska-Lincoln 1996 — 1998
MBA, Finance Concentration
University of Nebraska-Lincoln 1994 — 1996
B.S., Meteorology/Climatology
Concordia University, Nebraska 1992 — 1994
N/A, Transferred to University of Nebraska-Lincoln
Sprint Corp. October 2000 - Present
Legacy Consulting Group January 1999 - October 2000
Skills
Financial Analysis, Forecasting, Analysis, Telecommunications
Education
University of Nebraska-Lincoln 1996 — 1998
MBA, Finance Concentration
University of Nebraska-Lincoln 1994 — 1996
B.S., Meteorology/Climatology
Concordia University, Nebraska 1992 — 1994
N/A, Transferred to University of Nebraska-Lincoln
Ron Turner, CFP ®'s Legacy Consulting Group Experience July 2015 - Present
Job Financial Advisor at Legacy Consulting Group
Industry Financial Services
Experience
Legacy Consulting Group July 2015 - Present
Covenant Advisors LLC February 2008 - Present
Covenant Advisors, LLC February 2008 - June 2015
AT&T February 2006 - April 2008
Southwestern Bell Telephone Company 1980 - 1992
Skills
Portfolio Management, Financial Services, Retirement, Strategic Planning, Budgets, Coaching, Management, Finance, Cash Flow, Business Development, Real Estate, Corporations, Human Resources, Financial Modeling, Strategic Financial..., Investments, Analysis, Retirement Planning, Financial Planning, Program Management, Customer Service, Team Building
Education
The University of Texas at Arlington 1970 — 1973
BSEE, Electronical/Electronic Enginerring
Legacy Consulting Group July 2015 - Present
Covenant Advisors LLC February 2008 - Present
Covenant Advisors, LLC February 2008 - June 2015
AT&T February 2006 - April 2008
Southwestern Bell Telephone Company 1980 - 1992
Skills
Portfolio Management, Financial Services, Retirement, Strategic Planning, Budgets, Coaching, Management, Finance, Cash Flow, Business Development, Real Estate, Corporations, Human Resources, Financial Modeling, Strategic Financial..., Investments, Analysis, Retirement Planning, Financial Planning, Program Management, Customer Service, Team Building
Education
The University of Texas at Arlington 1970 — 1973
BSEE, Electronical/Electronic Enginerring
Jennifer Thill Boling's Legacy Consulting Group Experience August 2014 - Present
Job Financial Services Operations and Compliance Professional
Industry Financial Services
Experience
Legacy Consulting Group August 2014 - Present
Cain Watters & Associates February 2012 - May 2014
III to I Financial Management Research (FMR) May 2011 - February 2012
Clover Partners January 2005 - May 2011
Reinhart & Mahoney Capital Management January 1994 - January 2004
Reinhart & Mahoney Capital Management January 1993 - January 2004
Reinhart & Mahoney Capital Management January 1993 - January 2004
Skills
Security Operations, Account Reconciliation, Compliance, Microsoft Excel, Securities, Investments, Equities, Mutual Funds, Hedge Funds, Due Diligence, Auditing
Education
Cardinal Stritch University 2000 — 2002
Bachelor's Degree, Business Administration
Legacy Consulting Group August 2014 - Present
Cain Watters & Associates February 2012 - May 2014
III to I Financial Management Research (FMR) May 2011 - February 2012
Clover Partners January 2005 - May 2011
Reinhart & Mahoney Capital Management January 1994 - January 2004
Reinhart & Mahoney Capital Management January 1993 - January 2004
Reinhart & Mahoney Capital Management January 1993 - January 2004
Skills
Security Operations, Account Reconciliation, Compliance, Microsoft Excel, Securities, Investments, Equities, Mutual Funds, Hedge Funds, Due Diligence, Auditing
Education
Cardinal Stritch University 2000 — 2002
Bachelor's Degree, Business Administration