LEGACY FINANCIAL
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LEGACY FINANCIAL Employees
Employee
Years
Job
Industry
Robert Emerson Robert Emerson's LEGACY FINANCIAL Experience March 2003 - February 2005
Job Senior Trader at Capital Markets LLC
Industry Capital Markets
Experience
COPA Asset Management July 2015 - Present
Capital Markets LLC February 2014 - Present
EVERETT COMMUNITY COLLEGE August 2010 - August 2012
CASCADE HIGH SCHOOL February 2008 - February 2012
EQLIBRIUM INVESTMENTS February 2006 - February 2008
SureFast Mortgage January 2006 - February 2008
HOME STREET BANK February 2005 - February 2006
LEGACY FINANCIAL March 2003 - February 2005
United States Navy 1997 - 2003
Skills
Start-ups, Investments, Real Estate, Mergers & Acquisitions, Negotiation, Entrepreneurship, Due Diligence, Loans, Credit, FHA, Leadership, Funding, Capital Markets, Investment Properties, Mortgage Lending, FHA Financing, Residential Mortgages, Banking, Loan Origination, Mortgage Banking, VA Loans, USDA, Portfolio Management, Refinance
Education
Naval Nuclear Power School, Orlando, FL
Naval Nuclear Power Certification, Nuclear Engineering
Naval Nuclear Prototype, Goose Creek, SC
Nuclear Engineering
Smith Cotton High School
University of Missouri-Saint Louis
Electrical and Electronics Engineering
COPA Asset Management July 2015 - Present
Capital Markets LLC February 2014 - Present
EVERETT COMMUNITY COLLEGE August 2010 - August 2012
CASCADE HIGH SCHOOL February 2008 - February 2012
EQLIBRIUM INVESTMENTS February 2006 - February 2008
SureFast Mortgage January 2006 - February 2008
HOME STREET BANK February 2005 - February 2006
LEGACY FINANCIAL March 2003 - February 2005
United States Navy 1997 - 2003
Skills
Start-ups, Investments, Real Estate, Mergers & Acquisitions, Negotiation, Entrepreneurship, Due Diligence, Loans, Credit, FHA, Leadership, Funding, Capital Markets, Investment Properties, Mortgage Lending, FHA Financing, Residential Mortgages, Banking, Loan Origination, Mortgage Banking, VA Loans, USDA, Portfolio Management, Refinance
Education
Naval Nuclear Power School, Orlando, FL
Naval Nuclear Power Certification, Nuclear Engineering
Naval Nuclear Prototype, Goose Creek, SC
Nuclear Engineering
Smith Cotton High School
University of Missouri-Saint Louis
Electrical and Electronics Engineering
Alisa Shelley Alisa Shelley's LEGACY FINANCIAL Experience May 1994 - April 1996
Job Office Manager & Human Resource Specialist
Industry Human Resources
Experience
Vived Investments, LLC October 2012 - Present
Nu Skin Enterprises 2005 - 2007
United States Postal Service 1996 - 1997
Legacy Financial May 1994 - April 1996
Skyline Sales May 1994 - October 1995
Commercial Funding, Inc. November 1990 - February 1993
Delta Financial Group June 1987 - December 1990
Skills
ADP Payroll, Lease Documentation, Quarterly Taxes, Business Correspondence, Enterprise eTime, Hiring Personnel, Personnel Supervision, Garnishments, Client Billing, Corporate Secretary, Credit Analysis, Internal Audit, Accounts Payable, Accounts Receivable, Data Entry, Receptionist Duties, Office Administration, Supervisory Skills, Account Reconciliation, Levies, Employee Training, Conducting Interviews, Report Writing, Grant Writing, Direct Sales, Operations Management, Landlord/Tenant Matters, Small Business, Appraising, Microsoft Excel, Payroll, Microsoft Word, Human Resources, Leadership, Management, Microsoft Office, Team Building, Customer Service, Event Planning, Office Management, Sales, Training, Accounting, Administrative..., Process Improvement, PowerPoint, Budgets, Public Speaking, Negotiation
Education
O'Brien Institutes
Real estate appraisal
Snow College
Business Administration and Management, General
Utah State University
Associate's degree, Administrative Assistant and Secretarial Science, General
Vived Investments, LLC October 2012 - Present
Nu Skin Enterprises 2005 - 2007
United States Postal Service 1996 - 1997
Legacy Financial May 1994 - April 1996
Skyline Sales May 1994 - October 1995
Commercial Funding, Inc. November 1990 - February 1993
Delta Financial Group June 1987 - December 1990
Skills
ADP Payroll, Lease Documentation, Quarterly Taxes, Business Correspondence, Enterprise eTime, Hiring Personnel, Personnel Supervision, Garnishments, Client Billing, Corporate Secretary, Credit Analysis, Internal Audit, Accounts Payable, Accounts Receivable, Data Entry, Receptionist Duties, Office Administration, Supervisory Skills, Account Reconciliation, Levies, Employee Training, Conducting Interviews, Report Writing, Grant Writing, Direct Sales, Operations Management, Landlord/Tenant Matters, Small Business, Appraising, Microsoft Excel, Payroll, Microsoft Word, Human Resources, Leadership, Management, Microsoft Office, Team Building, Customer Service, Event Planning, Office Management, Sales, Training, Accounting, Administrative..., Process Improvement, PowerPoint, Budgets, Public Speaking, Negotiation
Education
O'Brien Institutes
Real estate appraisal
Snow College
Business Administration and Management, General
Utah State University
Associate's degree, Administrative Assistant and Secretarial Science, General
Aaron Gomeztrejo Aaron Gomeztrejo's LEGACY FINANCIAL Experience July 2012 - March 2013
Job Digital Media Specialist at Ocean Media
Industry Marketing and Advertising
Experience
Ocean Media April 2015 - Present
Specifc Media - Viant Inc. July 2014 - April 2015
ResCare Workforce Services April 2014 - July 2014
ResCare May 2013 - April 2014
Legacy Financial July 2012 - March 2013
Lambda Chi Alpha Fraternity June 2010 - June 2012
Total Golf Adventures September 2009 - June 2010
Tom's Truck Center 2007 - 2008
Big 5 Sporting Goods September 2006 - January 2007
Skills
Public Speaking, Microsoft Office, Event Planning, PowerPoint, Fundraising, Leadership Development, Volunteer Management, Research, Social Media, Workshop Facilitation, Customer Service, Non-profits, Microsoft Excel, Leadership, Facebook, Event Management, Microsoft Word, Marketing, Public Relations, Social Networking, Program Development, Nonprofits, Strategic Planning, Sales, Recruiting, Community Outreach, Training, Budgets, Coaching, Data Analysis, Organizational...
Education
University of California, San Diego 2007 — 2010
Bachelor of Science, Psychology (Clinical)
Redondo Union High School 2002 — 2006
High School Diploma, Clinical Psychology
Ocean Media April 2015 - Present
Specifc Media - Viant Inc. July 2014 - April 2015
ResCare Workforce Services April 2014 - July 2014
ResCare May 2013 - April 2014
Legacy Financial July 2012 - March 2013
Lambda Chi Alpha Fraternity June 2010 - June 2012
Total Golf Adventures September 2009 - June 2010
Tom's Truck Center 2007 - 2008
Big 5 Sporting Goods September 2006 - January 2007
Skills
Public Speaking, Microsoft Office, Event Planning, PowerPoint, Fundraising, Leadership Development, Volunteer Management, Research, Social Media, Workshop Facilitation, Customer Service, Non-profits, Microsoft Excel, Leadership, Facebook, Event Management, Microsoft Word, Marketing, Public Relations, Social Networking, Program Development, Nonprofits, Strategic Planning, Sales, Recruiting, Community Outreach, Training, Budgets, Coaching, Data Analysis, Organizational...
Education
University of California, San Diego 2007 — 2010
Bachelor of Science, Psychology (Clinical)
Redondo Union High School 2002 — 2006
High School Diploma, Clinical Psychology
Erin Willis Gay Erin Willis Gay's LEGACY FINANCIAL Experience 1997 - Present
Job Founder & CEO at Legacy Financial
Industry Financial Services
Experience
Legacy Financial 1997 - Present
Skills
Accredited Wealth..., Registered Financial..., Certified Fund..., Financial Planning, Retirement Planning, Asset Management, Asset Allocation, Alternative Investments, Wealth Management, Investments, Financial Advisory, Investment Advisory..., Risk Management, Life Insurance, Estate Planning, Financial Concepts
Education
College for Financial Planning
Accredited Wealth Management Advisor
Institute of Business and Finance
Certified Fund Specialist
The American College
Financial Planning
Legacy Financial 1997 - Present
Skills
Accredited Wealth..., Registered Financial..., Certified Fund..., Financial Planning, Retirement Planning, Asset Management, Asset Allocation, Alternative Investments, Wealth Management, Investments, Financial Advisory, Investment Advisory..., Risk Management, Life Insurance, Estate Planning, Financial Concepts
Education
College for Financial Planning
Accredited Wealth Management Advisor
Institute of Business and Finance
Certified Fund Specialist
The American College
Financial Planning
Trish Jorgensen Trish Jorgensen's LEGACY FINANCIAL Experience October 2008 - Present
Job office manager at Legacy Financial
Industry Financial Services
Experience
Legacy Financial October 2008 - Present
Nace Financial May 2002 - September 2008
Skills
Life Insurance, Customer Service, PowerPoint, Microsoft Office, Marketing, Event Planning, Recruiting, Health Insurance, Disability Insurance, Office Management
Education
Pima Medical Institute-Mesa 1994 — 1995
Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Wilson High School Wilson N.Y 1983 — 1986
Legacy Financial October 2008 - Present
Nace Financial May 2002 - September 2008
Skills
Life Insurance, Customer Service, PowerPoint, Microsoft Office, Marketing, Event Planning, Recruiting, Health Insurance, Disability Insurance, Office Management
Education
Pima Medical Institute-Mesa 1994 — 1995
Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Wilson High School Wilson N.Y 1983 — 1986
Patricia Kazumba Patricia Kazumba's LEGACY FINANCIAL Experience May 2014 - Present
Job Vice President & Wealth Advisor at Legacy Financial
Industry Financial Services
Experience
Legacy Financial May 2014 - Present
Planning Solutions Group LLC June 2013 - April 2014
Planning Solutions Group LLC December 2008 - May 2013
Sagemark Consulting June 2001 - December 2008
Skills
Uniform Combined State..., Investments, Series 7, Securities, Bonds, Equity Trading, Financial Advisory, Fixed Income, Mutual Funds, Series 66, Federal Reserve Bank of..., Wealth Management, Financial Planning
Education
The Catholic University of America 1996 — 2001
Bachelor of Science, International Economics and Finance
Institut Le Rosey 1994 — 1996
High School, Bac S
Legacy Financial May 2014 - Present
Planning Solutions Group LLC June 2013 - April 2014
Planning Solutions Group LLC December 2008 - May 2013
Sagemark Consulting June 2001 - December 2008
Skills
Uniform Combined State..., Investments, Series 7, Securities, Bonds, Equity Trading, Financial Advisory, Fixed Income, Mutual Funds, Series 66, Federal Reserve Bank of..., Wealth Management, Financial Planning
Education
The Catholic University of America 1996 — 2001
Bachelor of Science, International Economics and Finance
Institut Le Rosey 1994 — 1996
High School, Bac S
Natalie Hepner's LEGACY FINANCIAL Experience 2013 - Present
Job Account Manager at Legacy Financial
Industry Marketing and Advertising
Experience
Legacy Financial 2013 - Present
Clear Channel Radio August 2012 - December 2012
Tops Marketing Group August 2012 - December 2012
Skills
Adobe Creative Suite, Microsoft Office, Final Cut Pro, HTML, Blogging, Social Media Marketing, Strategic Communications, Marketing, Event Planning, Advertising, Copywriting
Education
University of Kentucky 2008 — 2012
Integrated Strategic Communications, Advertising
University of Florence
Legacy Financial 2013 - Present
Clear Channel Radio August 2012 - December 2012
Tops Marketing Group August 2012 - December 2012
Skills
Adobe Creative Suite, Microsoft Office, Final Cut Pro, HTML, Blogging, Social Media Marketing, Strategic Communications, Marketing, Event Planning, Advertising, Copywriting
Education
University of Kentucky 2008 — 2012
Integrated Strategic Communications, Advertising
University of Florence
Brandon Kounovsky's LEGACY FINANCIAL Experience June 2010 - Present
Job Multiline Insurance Agent at Legacy Financial
Industry Financial Services
Experience
Legacy Financial June 2010 - Present
E & A Consulting Group, Inc. May 2001 - January 2010
Landtech 1998 - April 2001
Artistry Landscaping 1986 - 1998
Skills
Risk Management, Client Development, Insurance, Advisor, Customer Service, Social Networking, Non-profit Marketing, Promotions, Referrals, People Skills, Marketing, Supporter of Military
Education
Boston University
System Admin.
Legacy Financial June 2010 - Present
E & A Consulting Group, Inc. May 2001 - January 2010
Landtech 1998 - April 2001
Artistry Landscaping 1986 - 1998
Skills
Risk Management, Client Development, Insurance, Advisor, Customer Service, Social Networking, Non-profit Marketing, Promotions, Referrals, People Skills, Marketing, Supporter of Military
Education
Boston University
System Admin.
Chris Check's LEGACY FINANCIAL Experience December 2004 - June 2007
Job Baseball Instructor/Advisor
Industry Sports
Experience
Cleveland Indians January 2012 - Present
Self Employed January 2001 - Present
Baldwin-Wallace College September 2007 - August 2010
Legacy Financial December 2004 - June 2007
University of South Alabama September 1988 - June 1992
Skills
Coaching, Baseball, Sports Management, Sports Marketing, Athletics, Sports, Team Leadership, Athletic Development, Deep Learning, Success Development, Athletic Training, Sports Coaching, Athletic Performance, Scouting, Strength & Conditioning, Public Speaking
Education
University of South Alabama 1989 — 1990
M. Ed, Physiology/Sport
Baldwin-Wallace College 1981 — 1986
Bachelor of Arts (B.A.), Business Administration
Cleveland Indians January 2012 - Present
Self Employed January 2001 - Present
Baldwin-Wallace College September 2007 - August 2010
Legacy Financial December 2004 - June 2007
University of South Alabama September 1988 - June 1992
Skills
Coaching, Baseball, Sports Management, Sports Marketing, Athletics, Sports, Team Leadership, Athletic Development, Deep Learning, Success Development, Athletic Training, Sports Coaching, Athletic Performance, Scouting, Strength & Conditioning, Public Speaking
Education
University of South Alabama 1989 — 1990
M. Ed, Physiology/Sport
Baldwin-Wallace College 1981 — 1986
Bachelor of Arts (B.A.), Business Administration
Alex Bevel Jones Alex Bevel Jones's LEGACY FINANCIAL Experience March 2010 - June 2011
Job Manager at Wheeler Properties
Industry Public Relations and Communications
Experience
Wheeler Properties February 2013 - Present
Cvent June 2012 - February 2013
U.S. House of Representatives December 2011 - June 2012
United States Senate August 2011 - December 2011
Legacy Financial March 2010 - June 2011
Kappa Sigma Fraternity May 2009 - March 2010
Office of Governor Sonny Perdue April 2008 - August 2008
Skills
Account Management, Sales, Sales Management, Customer Service, New Business Development, Team Leadership, Public Speaking, Networking, Sales & Marketing..., Lead Generation, Event Planning, Management, Social Media, Event Management, Recruiting
Education
Georgia College and State University 2004 — 2009
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Wheeler Properties February 2013 - Present
Cvent June 2012 - February 2013
U.S. House of Representatives December 2011 - June 2012
United States Senate August 2011 - December 2011
Legacy Financial March 2010 - June 2011
Kappa Sigma Fraternity May 2009 - March 2010
Office of Governor Sonny Perdue April 2008 - August 2008
Skills
Account Management, Sales, Sales Management, Customer Service, New Business Development, Team Leadership, Public Speaking, Networking, Sales & Marketing..., Lead Generation, Event Planning, Management, Social Media, Event Management, Recruiting
Education
Georgia College and State University 2004 — 2009
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Michael Heilig Michael Heilig's LEGACY FINANCIAL Experience September 2003 - December 2005
Job Training and Instructional Design Professional
Industry Writing and Editing
Experience
JPMorgan Chase September 2013 - Present
JPMorgan Chase February 2012 - August 2013
Legacy Financial September 2003 - December 2005
Skills
Team Building, Strategic Planning, Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, Editing, Teaching, Creative Writing, Leadership, Leadership Development, Microsoft Word, PowerPoint, Outlook, Event Planning, Training, Process Improvement, Project Management
Education
Camden County College
Education
Camden County College
Education
JPMorgan Chase September 2013 - Present
JPMorgan Chase February 2012 - August 2013
Legacy Financial September 2003 - December 2005
Skills
Team Building, Strategic Planning, Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, Editing, Teaching, Creative Writing, Leadership, Leadership Development, Microsoft Word, PowerPoint, Outlook, Event Planning, Training, Process Improvement, Project Management
Education
Camden County College
Education
Camden County College
Education
Rachel Bagley Rachel Bagley's LEGACY FINANCIAL Experience December 2006 - January 2008
Job Contract Manager
Industry Oil & Energy
Experience
Fluor - Chevron, Marathon and Spectra Projects August 2014 - Present
Fluor - Iraq West Qurna Project with Exxon Mobil June 2013 - June 2014
Fluor - Simandou Project with Rio Tinto September 2011 - April 2013
Fluor January 2011 - September 2011
Fluor March 2009 - September 2011
Fluor November 2008 - March 2009
Invista, Koch Industries December 2007 - November 2008
Legacy Financial December 2006 - January 2008
Denver Options 2005 - 2007
Skills
Contract Management, Procurement, Project Management, Project Planning, Management, Recruiting, Contract Negotiation, Construction, EPC, Talent Acquisition, Leadership, Project Control, Logistics, Operations Management, Sourcing, Training, Negotiation, Government Contracting, Strategy, Project Engineering, Project Scope..., Adventure Travel, International Travel
Education
Clemson University 2010 — 2015
Master’s Degree, Industrial Engineering with Supply Chain Management
The University of Texas at Austin 2001 — 2004
Bachelor's degree, Biology & Business
Fluor - Chevron, Marathon and Spectra Projects August 2014 - Present
Fluor - Iraq West Qurna Project with Exxon Mobil June 2013 - June 2014
Fluor - Simandou Project with Rio Tinto September 2011 - April 2013
Fluor January 2011 - September 2011
Fluor March 2009 - September 2011
Fluor November 2008 - March 2009
Invista, Koch Industries December 2007 - November 2008
Legacy Financial December 2006 - January 2008
Denver Options 2005 - 2007
Skills
Contract Management, Procurement, Project Management, Project Planning, Management, Recruiting, Contract Negotiation, Construction, EPC, Talent Acquisition, Leadership, Project Control, Logistics, Operations Management, Sourcing, Training, Negotiation, Government Contracting, Strategy, Project Engineering, Project Scope..., Adventure Travel, International Travel
Education
Clemson University 2010 — 2015
Master’s Degree, Industrial Engineering with Supply Chain Management
The University of Texas at Austin 2001 — 2004
Bachelor's degree, Biology & Business
Cindy Haderlie Cindy Haderlie's LEGACY FINANCIAL Experience February 2012 - March 2012
Job Human Resource Director
Industry Human Resources
Experience
Eagle Property Management, LLC July 2013 - Present
BAC October 2011 - Present
Legacy Financial February 2012 - March 2012
BAC 2010 - 2011
Fremont County, Idaho March 2008 - March 2010
RED, Inc. Communications August 2006 - March 2008
Skills
Benefits Administration, Employee Relations, Employee Benefits, Employment Law, Recruiting, Microsoft Excel, Microsoft Word, Microsoft Office, Strategic Planning, Business Development, Leadership, Government
Education
University of Phoenix 2001 — 2004
MBA/HRM, Finance/Human Resources
California State University-Fullerton 1989 — 1994
BA, Music Education
Eagle Property Management, LLC July 2013 - Present
BAC October 2011 - Present
Legacy Financial February 2012 - March 2012
BAC 2010 - 2011
Fremont County, Idaho March 2008 - March 2010
RED, Inc. Communications August 2006 - March 2008
Skills
Benefits Administration, Employee Relations, Employee Benefits, Employment Law, Recruiting, Microsoft Excel, Microsoft Word, Microsoft Office, Strategic Planning, Business Development, Leadership, Government
Education
University of Phoenix 2001 — 2004
MBA/HRM, Finance/Human Resources
California State University-Fullerton 1989 — 1994
BA, Music Education
Jamie Starner, M.Ed, SHRM-CP, GCDF's LEGACY FINANCIAL Experience 2009 - 2011
Job Regional Sales Recruiter at Paychex
Industry Education Management
Experience
Paychex June 2015 - Present
Paychex February 2015 - June 2015
P.F. Chang's China Bistro November 2014 - February 2015
Fresh Start Women's Foundation May 2013 - October 2014
ASU CompUGirls February 2013 - May 2013
Fresh Start Women's Foundation November 2011 - May 2013
Sun Valley High School July 2009 - December 2011
Fresh Start Womens Foundation January 2009 - November 2011
Legacy Financial 2009 - 2011
Wrigley Mansion March 2007 - October 2010
Skills
Recruiting, Human Resources, Interviews, Training, Community Outreach, Sales, Career Counseling, Cold Calling, Leadership, Public Speaking, Public Relations, Organizational..., Event Planning, Career Development, Program Development, Nonprofits, Job Coaching, Fundraising, Non-profits, Resume Writing, Program Management, Leadership Development, Employee Training, Workshop Facilitation, Social Services, Job Search Strategies, Teaching, Management, Job Search, Event Management, Social Networking, Coaching, Job Fairs, Grants, Resume, Workforce Development, Policy, Volunteer Management, Research, Grant Writing, Employee Relations, Curriculum Development, Career Development..., Community Development, Career Transition..., Bakery, Time Management, Career Advising, Budgets
Education
Canyon State Institute 2015 — 2015
SHRM- CP Certification Preparation, Human Resources
Arizona Leading for Change Fellowship 2014 — 2015
Northern Arizona University 2011 — 2011
M. ED, Human Relations
Arizona State University West 2007 — 2009
Bachelor in Integrative Studies, Womens Studies, Spanish
University of Arizona 2004 — 2006
Pre-Med, Spanish
Paychex June 2015 - Present
Paychex February 2015 - June 2015
P.F. Chang's China Bistro November 2014 - February 2015
Fresh Start Women's Foundation May 2013 - October 2014
ASU CompUGirls February 2013 - May 2013
Fresh Start Women's Foundation November 2011 - May 2013
Sun Valley High School July 2009 - December 2011
Fresh Start Womens Foundation January 2009 - November 2011
Legacy Financial 2009 - 2011
Wrigley Mansion March 2007 - October 2010
Skills
Recruiting, Human Resources, Interviews, Training, Community Outreach, Sales, Career Counseling, Cold Calling, Leadership, Public Speaking, Public Relations, Organizational..., Event Planning, Career Development, Program Development, Nonprofits, Job Coaching, Fundraising, Non-profits, Resume Writing, Program Management, Leadership Development, Employee Training, Workshop Facilitation, Social Services, Job Search Strategies, Teaching, Management, Job Search, Event Management, Social Networking, Coaching, Job Fairs, Grants, Resume, Workforce Development, Policy, Volunteer Management, Research, Grant Writing, Employee Relations, Curriculum Development, Career Development..., Community Development, Career Transition..., Bakery, Time Management, Career Advising, Budgets
Education
Canyon State Institute 2015 — 2015
SHRM- CP Certification Preparation, Human Resources
Arizona Leading for Change Fellowship 2014 — 2015
Northern Arizona University 2011 — 2011
M. ED, Human Relations
Arizona State University West 2007 — 2009
Bachelor in Integrative Studies, Womens Studies, Spanish
University of Arizona 2004 — 2006
Pre-Med, Spanish
Brandi Constantino's LEGACY FINANCIAL Experience June 2013 - August 2015
Job Intern at Legacy Financial
Industry Financial Services
Experience
Legacy Financial June 2013 - August 2015
Angel Salvador Asesores June 2015 - June 2015
Federación Valenciana de Boxeo May 2015 - June 2015
24 Seven Inc. October 2014 - November 2014
Brand Extension Staffing August 2014 - October 2014
Skipper's Pier May 2012 - August 2012
Chesapeake Current--Assisting Lynda Striegel May 2012 - August 2012
Northern High School's American Enterprise Project August 2011 - July 2012
Dickinson Jewelers June 2011 - July 2011
Skills
SAS, Microsoft Excel, Financial Calculations, Research Projects, Market Research, Problem Solving, PowerPoint, Office Organizing, Marketing, Business Networking, News Writing, Teaching, Presentations, Social Media, Microsoft Office, Microsoft Word, Customer Service, Social Networking, Teamwork, Facebook, Event Planning, Leadership, Time Management, Research
Education
James Madison University - College of Business 2013 — 2016
B.S. Economics, International Concentration & B.A. Modern Foreign Language, Spanish Concentration, 3.365
Universidad de Salamanca 2014 — 2014
Spanish Language and Literature
Elon University - Martha and Spencer Love School of Business 2012 — 2013
Bachelor of Arts (B.A.), International Economics, 3.8
College of Southern Maryland 2011 — 2013
Post-Secondary Education
Legacy Financial June 2013 - August 2015
Angel Salvador Asesores June 2015 - June 2015
Federación Valenciana de Boxeo May 2015 - June 2015
24 Seven Inc. October 2014 - November 2014
Brand Extension Staffing August 2014 - October 2014
Skipper's Pier May 2012 - August 2012
Chesapeake Current--Assisting Lynda Striegel May 2012 - August 2012
Northern High School's American Enterprise Project August 2011 - July 2012
Dickinson Jewelers June 2011 - July 2011
Skills
SAS, Microsoft Excel, Financial Calculations, Research Projects, Market Research, Problem Solving, PowerPoint, Office Organizing, Marketing, Business Networking, News Writing, Teaching, Presentations, Social Media, Microsoft Office, Microsoft Word, Customer Service, Social Networking, Teamwork, Facebook, Event Planning, Leadership, Time Management, Research
Education
James Madison University - College of Business 2013 — 2016
B.S. Economics, International Concentration & B.A. Modern Foreign Language, Spanish Concentration, 3.365
Universidad de Salamanca 2014 — 2014
Spanish Language and Literature
Elon University - Martha and Spencer Love School of Business 2012 — 2013
Bachelor of Arts (B.A.), International Economics, 3.8
College of Southern Maryland 2011 — 2013
Post-Secondary Education
David Trende David Trende's LEGACY FINANCIAL Experience September 2001 - March 2008
Job Partner at Wealth Design Partners
Industry Financial Services
Experience
Wealth Design Partners January 2009 - Present
Morgan Prescott & Associates September 2005 - Present
Legend Insurance Auditors LLC January 2004 - June 2009
Legacy Financial September 2001 - March 2008
Merrill Lynch January 1998 - July 2001
Skills
Estate Planning, Finance, Financial Advisory, Financial Planning, Financial Services
Education
Baldwin Wallace University 1994 — 1998
BA, Business Administration, Major in Finance, Minor in Economics and History
Wealth Design Partners January 2009 - Present
Morgan Prescott & Associates September 2005 - Present
Legend Insurance Auditors LLC January 2004 - June 2009
Legacy Financial September 2001 - March 2008
Merrill Lynch January 1998 - July 2001
Skills
Estate Planning, Finance, Financial Advisory, Financial Planning, Financial Services
Education
Baldwin Wallace University 1994 — 1998
BA, Business Administration, Major in Finance, Minor in Economics and History
Armine Kharatian Armine Kharatian's LEGACY FINANCIAL Experience September 2005 - August 2007
Job Student at College of Southern Nevada
Industry Food & Beverages
Experience
Lagasse's Stadium December 2013 - July 2015
The Cosmopolitan of Las Vegas June 2013 - November 2013
Brio Tuscan Grille April 2012 - June 2013
Hot & Juicy Crawfish October 2011 - March 2012
Shish Kabob House March 2010 - October 2011
Capo's Italian Steakhouse March 2011 - June 2011
Shook & Stone, Chtd. March 2008 - January 2010
Sapporo December 2007 - November 2008
Legacy Financial September 2005 - August 2007
Lucky Brand October 2004 - December 2006
Skills
Research, Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Strategic Planning, Sales, Leadership, Social Media, Multilingual, At Multitasking, Team Leadership, Office Administration, Legal Assistance, Team Motivation, Hospitality Industry, Professional...
Education
DePaul University 2015 — 2017
Bachelor’s Degree, Finance, General
College of Southern Nevada 2013 — 2015
Associate’s Degree, Finance, General
Lagasse's Stadium December 2013 - July 2015
The Cosmopolitan of Las Vegas June 2013 - November 2013
Brio Tuscan Grille April 2012 - June 2013
Hot & Juicy Crawfish October 2011 - March 2012
Shish Kabob House March 2010 - October 2011
Capo's Italian Steakhouse March 2011 - June 2011
Shook & Stone, Chtd. March 2008 - January 2010
Sapporo December 2007 - November 2008
Legacy Financial September 2005 - August 2007
Lucky Brand October 2004 - December 2006
Skills
Research, Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Strategic Planning, Sales, Leadership, Social Media, Multilingual, At Multitasking, Team Leadership, Office Administration, Legal Assistance, Team Motivation, Hospitality Industry, Professional...
Education
DePaul University 2015 — 2017
Bachelor’s Degree, Finance, General
College of Southern Nevada 2013 — 2015
Associate’s Degree, Finance, General
Daniel Hallgren's LEGACY FINANCIAL Experience June 2012 - March 2014
Job Partner Support Representative
Industry Marketing and Advertising
Experience
Uber March 2015 - Present
Minnesota Twins January 2014 - Present
Lifeworks Services, Inc. January 2009 - Present
CRAVE Catering - Minnesota January 2014 - March 2015
Uber 2015 - 2015
Uber 2015 - 2015
Uber 2015 - 2015
Uber 2015 - 2015
Legacy Financial June 2012 - March 2014
Sigma Nu Fraternity, Inc. June 2010 - June 2012
Skills
Public Speaking, Non-profits, Event Planning, Customer Service, Social Media, Time Management, Microsoft Office, Large Group Facilitation, Strategic Planning..., Strategic Planning, Nonprofits, Management, Marketing, Training, Leadership, Social Networking, Leadership Development, Workshop Facilitation, PowerPoint
Education
Minnesota State University, Mankato 2005 — 2010
Bachelor of Science Degree, Marketing; Business Administration Minor
International Studies 2008 — 2008
BS, Scandinavian Studies
Uber March 2015 - Present
Minnesota Twins January 2014 - Present
Lifeworks Services, Inc. January 2009 - Present
CRAVE Catering - Minnesota January 2014 - March 2015
Uber 2015 - 2015
Uber 2015 - 2015
Uber 2015 - 2015
Uber 2015 - 2015
Legacy Financial June 2012 - March 2014
Sigma Nu Fraternity, Inc. June 2010 - June 2012
Skills
Public Speaking, Non-profits, Event Planning, Customer Service, Social Media, Time Management, Microsoft Office, Large Group Facilitation, Strategic Planning..., Strategic Planning, Nonprofits, Management, Marketing, Training, Leadership, Social Networking, Leadership Development, Workshop Facilitation, PowerPoint
Education
Minnesota State University, Mankato 2005 — 2010
Bachelor of Science Degree, Marketing; Business Administration Minor
International Studies 2008 — 2008
BS, Scandinavian Studies
Chris Manderino Chris Manderino's LEGACY FINANCIAL Experience April 2009 - June 2009
Job Vice President of Business Development at BevMD LLC
Industry Health, Wellness and Fitness
Experience
BevMD LLC January 2015 - Present
Bariatric Advantage, Strategic Business Unit, Metagenics Inc. July 2010 - December 2014
National Football League May 2006 - September 2009
Bologna Doves February 2009 - July 2009
Legacy Financial April 2009 - June 2009
CAL Football August 2001 - May 2006
Morgan Stanley May 2005 - August 2005
Skills
Negotiation, Management, Market Planning, Relationship Management, Business Development, Sales Acumen, Branding & Identity, Marketing Strategy, Coaching, Leadership, Strategic Planning, Account Management, Business Strategy, Social Media, Sales Management, New Business Development, Marketing, Team Building, Sales, Team Leadership, Nutraceuticals, Public Relations, Sales Operations, Social Media Marketing, Sports, Online Marketing, Event Management, CRM, Customer Service, Lead Generation, Cold Calling, Sales Process, Program Management, Selling, Medical Devices, Strategy, Product Marketing, Marketing Communications, Strategic Partnerships, Sales Presentations, Salesforce.com, Entrepreneurship, Market Research, Analysis, Time Management, Product Development, Direct Sales, Surgeons, Competitive Analysis, Start-ups
Education
University of California, Berkeley 2001 — 2006
American Studies, Business and Globalism
Newport Harbor High School
Newport Harbor High School
BevMD LLC January 2015 - Present
Bariatric Advantage, Strategic Business Unit, Metagenics Inc. July 2010 - December 2014
National Football League May 2006 - September 2009
Bologna Doves February 2009 - July 2009
Legacy Financial April 2009 - June 2009
CAL Football August 2001 - May 2006
Morgan Stanley May 2005 - August 2005
Skills
Negotiation, Management, Market Planning, Relationship Management, Business Development, Sales Acumen, Branding & Identity, Marketing Strategy, Coaching, Leadership, Strategic Planning, Account Management, Business Strategy, Social Media, Sales Management, New Business Development, Marketing, Team Building, Sales, Team Leadership, Nutraceuticals, Public Relations, Sales Operations, Social Media Marketing, Sports, Online Marketing, Event Management, CRM, Customer Service, Lead Generation, Cold Calling, Sales Process, Program Management, Selling, Medical Devices, Strategy, Product Marketing, Marketing Communications, Strategic Partnerships, Sales Presentations, Salesforce.com, Entrepreneurship, Market Research, Analysis, Time Management, Product Development, Direct Sales, Surgeons, Competitive Analysis, Start-ups
Education
University of California, Berkeley 2001 — 2006
American Studies, Business and Globalism
Newport Harbor High School
Newport Harbor High School
Shannon Brungs's LEGACY FINANCIAL Experience June 2012 - May 2013
Job Search Engine Marketing Assistant
Industry Marketing and Advertising
Experience
The E.W. Scripps Company March 2014 - Present
University of Kentucky September 2010 - Present
American Heart Association September 2013 - December 2013
Legacy Financial June 2012 - May 2013
Moroch Partners June 2012 - May 2013
Quiznos 2007 - 2010
Skills
Direct Marketing Letters, Strategic Message..., Market Research, Press Releases, Storyboarding, Target Marketing, Creative Strategy, Creative Advertisements, Advertising, Marketing, Management, Time Management, Event Planning, Social Media Marketing, Facebook
Education
University of Kentucky 2009 — 2013
Bachelor of Business Administration, Marketing
University of Kentucky 2009 — 2013
Bachelor of Science (B.S.), Integrated Strategic Communications
Notre Dame Academy High School 2005 — 2009
The E.W. Scripps Company March 2014 - Present
University of Kentucky September 2010 - Present
American Heart Association September 2013 - December 2013
Legacy Financial June 2012 - May 2013
Moroch Partners June 2012 - May 2013
Quiznos 2007 - 2010
Skills
Direct Marketing Letters, Strategic Message..., Market Research, Press Releases, Storyboarding, Target Marketing, Creative Strategy, Creative Advertisements, Advertising, Marketing, Management, Time Management, Event Planning, Social Media Marketing, Facebook
Education
University of Kentucky 2009 — 2013
Bachelor of Business Administration, Marketing
University of Kentucky 2009 — 2013
Bachelor of Science (B.S.), Integrated Strategic Communications
Notre Dame Academy High School 2005 — 2009
Joy Sparks Bates Joy Sparks Bates's LEGACY FINANCIAL Experience June 1999 - November 2009
Job Sr. Mortgage Banker at The Legacy Group of LeaderOne Financial Corp
Industry Financial Services
Experience
The Legacy Group of LeaderOne Financial Corp February 2013 - Present
SecurityNational Mortgage Company January 2012 - February 2013
Benchmark Mortgage May 2011 - December 2011
Cendera Funding, Inc. November 2009 - May 2011
Legacy Financial June 1999 - November 2009
Gateway Learning Center June 1987 - September 2007
Mednet, Inc. January 1982 - June 1987
Skills
Refinance, FHA, Mortgage Banking, Mortgage Lending, Loans, USDA, VA loans, First Time Home Buyers, Home Equity Loans, Reverse Mortgages, Residential Mortgages, Loan Origination, Construction Loans, Commercial Mortgages, FHA financing, Credit, Certified Mortgage..., Investment Properties, Investments, Real Estate, Government Loans, Mortgage Marketing, Underwriting, Real Estate Financing, Rates, Credit Analysis, Mortgage Underwriting, Commercial Lending, Debt Consolidation, FHA Financing, VA Loans
Education
The University of Texas at Arlington - College of Business 1977 — 1981
BBA in Business, Business, Management, Marketing, and Related Support Services
The Legacy Group of LeaderOne Financial Corp February 2013 - Present
SecurityNational Mortgage Company January 2012 - February 2013
Benchmark Mortgage May 2011 - December 2011
Cendera Funding, Inc. November 2009 - May 2011
Legacy Financial June 1999 - November 2009
Gateway Learning Center June 1987 - September 2007
Mednet, Inc. January 1982 - June 1987
Skills
Refinance, FHA, Mortgage Banking, Mortgage Lending, Loans, USDA, VA loans, First Time Home Buyers, Home Equity Loans, Reverse Mortgages, Residential Mortgages, Loan Origination, Construction Loans, Commercial Mortgages, FHA financing, Credit, Certified Mortgage..., Investment Properties, Investments, Real Estate, Government Loans, Mortgage Marketing, Underwriting, Real Estate Financing, Rates, Credit Analysis, Mortgage Underwriting, Commercial Lending, Debt Consolidation, FHA Financing, VA Loans
Education
The University of Texas at Arlington - College of Business 1977 — 1981
BBA in Business, Business, Management, Marketing, and Related Support Services
Cyndi Cyndosa's LEGACY FINANCIAL Experience Investment ConsultantFidelity InvestmentsMarch 2004 - December 2007
Job Financial Advisor at Legacy Financial
Industry Investment Management
Experience
Legacy Financial Investment ConsultantFidelity InvestmentsMarch 2004 - December 2007
Education
Lesley University
Legacy Financial Investment ConsultantFidelity InvestmentsMarch 2004 - December 2007
Education
Lesley University
Heather Grima's LEGACY FINANCIAL Experience 2001 - 2004
Job Associate at Beels Soper LLP
Industry Accounting
Experience
Beels Soper LLP August 2010 - Present
Jill Martin, CPA June 2005 - August 2010
Firemans Fund Insurance Company January 2004 - January 2005
Legacy Financial 2001 - 2004
Legacy Marketing 1999 - 2004
Education
Sonoma State University 1995 — 1999
Beels Soper LLP August 2010 - Present
Jill Martin, CPA June 2005 - August 2010
Firemans Fund Insurance Company January 2004 - January 2005
Legacy Financial 2001 - 2004
Legacy Marketing 1999 - 2004
Education
Sonoma State University 1995 — 1999
Jason Hohenberger's LEGACY FINANCIAL Experience 2007 - 2012
Job Regional Sales Manager at AgriLogic Insurance Services
Industry Insurance
Experience
AgriLogic Insurance Services 2012 - Present
Legacy Financial 2007 - 2012
Skills
Customer Service, Risk Management, Data Analysis
Education
Texas A&M University 1992 — 1996
BS AgriBusiness, Agricultural Economics
AgriLogic Insurance Services 2012 - Present
Legacy Financial 2007 - 2012
Skills
Customer Service, Risk Management, Data Analysis
Education
Texas A&M University 1992 — 1996
BS AgriBusiness, Agricultural Economics