Legacy Financial Advisors
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Legacy Financial Advisors Employees
Employee
Years
Job
Industry
Bari Lynne Ridgell Bari Lynne Ridgell's Legacy Financial Advisors Experience September 2009 - March 2011
Job Inside Auto Claims Representative at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance February 2013 - Present
North Key/The ***** Family October 2012 - March 2013
Javitch. Block & Rathbone March 2011 - September 2012
Legacy Financial Advisors September 2009 - March 2011
Boone County Attorney’s Office May 2009 - March 2011
Victoria’s Secret August 2007 - January 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Telephone, Calendar Planning, Legal Assistance, Legal Documents, Retail, Client Relations Skills, Independence, Organizational..., Customer Service, Administrative..., Social Networking, State Laws, Statutes, Investor Relations, Works well in a team, Works well individually, Self-driven, Professional Ethics, Qualitative Research, Psychological Assessment, Therapeutic Listening, Enthusiasm to learn, Enthusiastic..., Active Learning
Education
Northern Kentucky University 2011 — 2014
M.S, Clinical Mental Health Counseling
Northern Kentucky University 2007 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Conner High School
High School Diploma
Liberty Mutual Insurance February 2013 - Present
North Key/The ***** Family October 2012 - March 2013
Javitch. Block & Rathbone March 2011 - September 2012
Legacy Financial Advisors September 2009 - March 2011
Boone County Attorney’s Office May 2009 - March 2011
Victoria’s Secret August 2007 - January 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Telephone, Calendar Planning, Legal Assistance, Legal Documents, Retail, Client Relations Skills, Independence, Organizational..., Customer Service, Administrative..., Social Networking, State Laws, Statutes, Investor Relations, Works well in a team, Works well individually, Self-driven, Professional Ethics, Qualitative Research, Psychological Assessment, Therapeutic Listening, Enthusiasm to learn, Enthusiastic..., Active Learning
Education
Northern Kentucky University 2011 — 2014
M.S, Clinical Mental Health Counseling
Northern Kentucky University 2007 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Conner High School
High School Diploma
John Schiavone John Schiavone's Legacy Financial Advisors Experience January 2011 - January 2014
Job Director of Real Estate Development at Archdiocese of Atlanta Catholic Construction Services, Inc.
Industry Financial Services
Experience
Archdiocese of Atlanta Catholic Construction Services, Inc. April 2014 - Present
Legacy Financial Advisors January 2011 - January 2014
Jim Cowart Residential, LLC December 1999 - December 2009
Jim Cowart, Inc. 1992 - 1999
Skills
Investments, Real Estate, Contract Negotiation, REO, Residential Homes, Sellers, Strategic Planning, Negotiation, Sales Management, Team Building, New Business Development, Budgets, Selling, Marketing Strategy, Customer Service, Forecasting, Asset Managment, Investment Properties, Insurance, Finance, Loans, Sales, Commercial Real Estate, Business Development, Property Management, Marketing, Condos, Start-ups, Small Business, Asset Management, Real Estate Development, Single Family Homes, Investors, Foreclosures, Financial Analysis, Real Estate Economics, Real Estate Transactions
Education
University of Florida 1970 — 1976
Masters Accounting, Bachelors Finance
University of Florida 1970 — 1976
BA, Finance
Bishop Moore High School 1964 — 1970
Archdiocese of Atlanta Catholic Construction Services, Inc. April 2014 - Present
Legacy Financial Advisors January 2011 - January 2014
Jim Cowart Residential, LLC December 1999 - December 2009
Jim Cowart, Inc. 1992 - 1999
Skills
Investments, Real Estate, Contract Negotiation, REO, Residential Homes, Sellers, Strategic Planning, Negotiation, Sales Management, Team Building, New Business Development, Budgets, Selling, Marketing Strategy, Customer Service, Forecasting, Asset Managment, Investment Properties, Insurance, Finance, Loans, Sales, Commercial Real Estate, Business Development, Property Management, Marketing, Condos, Start-ups, Small Business, Asset Management, Real Estate Development, Single Family Homes, Investors, Foreclosures, Financial Analysis, Real Estate Economics, Real Estate Transactions
Education
University of Florida 1970 — 1976
Masters Accounting, Bachelors Finance
University of Florida 1970 — 1976
BA, Finance
Bishop Moore High School 1964 — 1970
SICI Weinstock's Legacy Financial Advisors Experience October 2014 - Present
Job Agent
Industry Financial Services
Experience
Legacy Financial Advisors October 2014 - Present
Self-employed November 2006 - August 2014
Skills
Fitness, Nutrition, Wellness, Strength Training, Exercise Physiology, Functional Training, Fitness Training, Wellness Coaching, Weight Training, Sports Nutrition, Cardio, Nutritional Counseling, Rehabilitation, Personal Training, Operant Conditioning, Injury Prevention, Wellbeing, Term Life Insurance, Permanent Life Insurance
Education
St. John's University
Legacy Financial Advisors October 2014 - Present
Self-employed November 2006 - August 2014
Skills
Fitness, Nutrition, Wellness, Strength Training, Exercise Physiology, Functional Training, Fitness Training, Wellness Coaching, Weight Training, Sports Nutrition, Cardio, Nutritional Counseling, Rehabilitation, Personal Training, Operant Conditioning, Injury Prevention, Wellbeing, Term Life Insurance, Permanent Life Insurance
Education
St. John's University
Courtney Hewlett Courtney Hewlett's Legacy Financial Advisors Experience February 2002 - May 2006
Job Healthcare Trainer/Quality Improvement Coordinator
Industry Hospital & Health Care
Experience
Baptist Medical Center 2007 - 2013
Legacy Financial Advisors February 2002 - May 2006
Skills
Patient Administration, Microsoft Office, Health Insurance, Quality Improvement, Customer Service, HIPAA, EMTALA, Policy Writing, Healthcare Industry, McKesson STAR, Cerner, Medical Terminology, Medical Necessity, Project Management, Revenue Cycle, Medicare, Medicaid, Training, Creating training..., Event Planning, Healthcare Consulting, Training Manuals, Data Analysis, Quality Assurance, Employee Training, Relay Health, EHR, Medical Records, Epic Systems, Meditech
Education
Auburn University at Montgomery 2001 — 2005
Bachelor of Liberal Arts, International/Global Studies
Baptist Medical Center 2007 - 2013
Legacy Financial Advisors February 2002 - May 2006
Skills
Patient Administration, Microsoft Office, Health Insurance, Quality Improvement, Customer Service, HIPAA, EMTALA, Policy Writing, Healthcare Industry, McKesson STAR, Cerner, Medical Terminology, Medical Necessity, Project Management, Revenue Cycle, Medicare, Medicaid, Training, Creating training..., Event Planning, Healthcare Consulting, Training Manuals, Data Analysis, Quality Assurance, Employee Training, Relay Health, EHR, Medical Records, Epic Systems, Meditech
Education
Auburn University at Montgomery 2001 — 2005
Bachelor of Liberal Arts, International/Global Studies
Patty Conard Patty Conard's Legacy Financial Advisors Experience September 2009 - Present
Job Life & Health Insurance Broker
Industry Insurance
Experience
Legacy Financial Advisors September 2009 - Present
Hewlett-Packard, Xerox, Management Recruiters 1977 - 1992
Skills
Sales Management, Team Building, Insurance, 401k, Sales, Wealth Management, Strategic Planning, Marketing, Retirement Planning, Long-term Care, Strategic Financial..., Budgets, Small Business, Recruiting, Training, Customer Service
Education
San Jose State University 1975 — 1980
Bachelor of Science, Business Management
Legacy Financial Advisors September 2009 - Present
Hewlett-Packard, Xerox, Management Recruiters 1977 - 1992
Skills
Sales Management, Team Building, Insurance, 401k, Sales, Wealth Management, Strategic Planning, Marketing, Retirement Planning, Long-term Care, Strategic Financial..., Budgets, Small Business, Recruiting, Training, Customer Service
Education
San Jose State University 1975 — 1980
Bachelor of Science, Business Management
Laura Biermann, CFP® Laura Biermann, CFP®'s Legacy Financial Advisors Experience July 2015 - Present
Job Operations Manager at Legacy Financial Advisors
Industry Financial Services
Experience
Legacy Financial Advisors July 2015 - Present
Legacy Financial Advisors January 2013 - July 2015
Legacy Financial Advisors July 2008 - January 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Leadership
Education
Minnesota State University, Mankato 2003 — 2008
Bachelor of Science (BS), Finance and Marketing
Legacy Financial Advisors July 2015 - Present
Legacy Financial Advisors January 2013 - July 2015
Legacy Financial Advisors July 2008 - January 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Leadership
Education
Minnesota State University, Mankato 2003 — 2008
Bachelor of Science (BS), Finance and Marketing
Jessica Kramser's Legacy Financial Advisors Experience September 2007 - Present
Job Financial Advisor at Legacy Financial Advisors
Industry Financial Services
Experience
Legacy Financial Advisors September 2007 - Present
All Business Insurance, Inc January 2011 - November 2013
Education
Florida Atlantic University
Bachelor's degree, Accounting
Legacy Financial Advisors September 2007 - Present
All Business Insurance, Inc January 2011 - November 2013
Education
Florida Atlantic University
Bachelor's degree, Accounting
Nancy Schrand-Ditrick's Legacy Financial Advisors Experience 2003 - 2006
Job Reporting Analyst at PNC Equipment Finance
Industry Banking
Experience
PNC Equipment Finance September 2006 - Present
Legacy Financial Advisors 2003 - 2006
Provident Bank 1993 - 2003
Skills
Financial Analysis, Credit Analysis, Commercial Lending, Loans, Commercial Banking, Credit, Financial Reporting, Reporting & Analysis
Education
Northern Kentucky University 1988 — 1993
Bachelor of Science, Double Major: Finance & Information Systems
PNC Equipment Finance September 2006 - Present
Legacy Financial Advisors 2003 - 2006
Provident Bank 1993 - 2003
Skills
Financial Analysis, Credit Analysis, Commercial Lending, Loans, Commercial Banking, Credit, Financial Reporting, Reporting & Analysis
Education
Northern Kentucky University 1988 — 1993
Bachelor of Science, Double Major: Finance & Information Systems
Jennifer Ertel's Legacy Financial Advisors Experience June 2009 - August 2009
Job Dual graduate of F.I.T. and Purdue seeking an entry level position in Fashion or Beauty
Industry Apparel & Fashion
Experience
Victoria's Secret June 2014 - August 2014
Gap Inc./Old Navy May 2013 - August 2013
West Suburban YMCA June 2012 - August 2013
Legacy Financial Advisors June 2009 - August 2009
Salon Zoe Zoe November 2007 - June 2008
Skills
Photoshop, Illustrator, Sketching, CAD, WebPDM, Illustration, Specs, Concept Design, Concept Development, Draping, Pattern Design, Sewing, Trend Researching, Fashion Design, Trend Research
Education
Purdue University 2011 — 2015
Bachelor's of Science, Apparel Design and Technology, 3.62
Fashion Institute of Technology 2013 — 2014
Associate of Arts and Sciences (A.A.S.), Fashion/Apparel Design
Victoria's Secret June 2014 - August 2014
Gap Inc./Old Navy May 2013 - August 2013
West Suburban YMCA June 2012 - August 2013
Legacy Financial Advisors June 2009 - August 2009
Salon Zoe Zoe November 2007 - June 2008
Skills
Photoshop, Illustrator, Sketching, CAD, WebPDM, Illustration, Specs, Concept Design, Concept Development, Draping, Pattern Design, Sewing, Trend Researching, Fashion Design, Trend Research
Education
Purdue University 2011 — 2015
Bachelor's of Science, Apparel Design and Technology, 3.62
Fashion Institute of Technology 2013 — 2014
Associate of Arts and Sciences (A.A.S.), Fashion/Apparel Design
Jason Cooper Smith Jason Cooper Smith's Legacy Financial Advisors Experience November 2014 - December 2014
Job Financial economist studententhusiast seeking internship opportunities
Industry Financial Services
Experience
1st Light Energy Inc July 2015 - September 2015
BYU-Idaho March 2015 - July 2015
Online Student Commons Council January 2015 - April 2015
Legacy Financial Advisors November 2014 - December 2014
Tri-Mint Farms July 2012 - October 2014
Aqua Irrigation Inc. April 2014 - July 2014
A-Pro Plumbing February 2014 - April 2014
Skills
Customer Service, Leadership, Public Speaking, Teacher Training, Team Leadership, Spanish, Microsoft Excel, Microsoft Word, Teamwork, Spanish-speaking, C++ Language, Lacrosse, Facebook, Social Networking, Microsoft Office, Teaching, Editing, Research, Team Building, Management, Time Management, Event Planning
Education
Brigham Young University - Idaho 2012 — 2016
Bachelor of Science (B.S.), Business Management, Finance
1st Light Energy Inc July 2015 - September 2015
BYU-Idaho March 2015 - July 2015
Online Student Commons Council January 2015 - April 2015
Legacy Financial Advisors November 2014 - December 2014
Tri-Mint Farms July 2012 - October 2014
Aqua Irrigation Inc. April 2014 - July 2014
A-Pro Plumbing February 2014 - April 2014
Skills
Customer Service, Leadership, Public Speaking, Teacher Training, Team Leadership, Spanish, Microsoft Excel, Microsoft Word, Teamwork, Spanish-speaking, C++ Language, Lacrosse, Facebook, Social Networking, Microsoft Office, Teaching, Editing, Research, Team Building, Management, Time Management, Event Planning
Education
Brigham Young University - Idaho 2012 — 2016
Bachelor of Science (B.S.), Business Management, Finance
Justin Brown, CFP ® Justin Brown, CFP ®'s Legacy Financial Advisors Experience January 2014 - Present
Job Financial Advisor at Legacy Financial Advisors
Industry Financial Services
Experience
Legacy Financial Advisors January 2014 - Present
The Retirement Corporation of America (RIA) April 2013 - January 2014
Fidelity Investments May 2010 - March 2013
Fidelity Investments October 2007 - May 2010
Fidelity Investments August 2006 - October 2007
Fidelity Investments October 2005 - August 2006
Education
Miami University 1997 — 2002
Bachelor of Applied Science (B.A.Sc.), Double Major in Engineering Management & Manufacturing Engineering
Legacy Financial Advisors January 2014 - Present
The Retirement Corporation of America (RIA) April 2013 - January 2014
Fidelity Investments May 2010 - March 2013
Fidelity Investments October 2007 - May 2010
Fidelity Investments August 2006 - October 2007
Fidelity Investments October 2005 - August 2006
Education
Miami University 1997 — 2002
Bachelor of Applied Science (B.A.Sc.), Double Major in Engineering Management & Manufacturing Engineering
Matthew Aquilia's Legacy Financial Advisors Experience April 2015 - Present
Job Relationship Manager at Legacy Financial Advisors
Industry Financial Services
Experience
Legacy Financial Advisors April 2015 - Present
PNC Wealth Management February 2012 - February 2015
PNC Wealth Management July 2002 - February 2012
Ernst & Young July 1995 - July 2002
Waltco 1993 - 1994
Skills
Financial Analysis, Wealth Management, Portfolio Management, Investment Advisory, Financial Planning, Tax, Asset Management, High Net Worth..., Wealth Management..., Asset Allocation, Retirement Planning, Strategic Financial..., Trust Services, Estate Planning
Education
University of Denver 1994 — 1995
Master of Taxation, Taxation
Kent State University 1990 — 1994
B.B.A., Accounting
Legacy Financial Advisors April 2015 - Present
PNC Wealth Management February 2012 - February 2015
PNC Wealth Management July 2002 - February 2012
Ernst & Young July 1995 - July 2002
Waltco 1993 - 1994
Skills
Financial Analysis, Wealth Management, Portfolio Management, Investment Advisory, Financial Planning, Tax, Asset Management, High Net Worth..., Wealth Management..., Asset Allocation, Retirement Planning, Strategic Financial..., Trust Services, Estate Planning
Education
University of Denver 1994 — 1995
Master of Taxation, Taxation
Kent State University 1990 — 1994
B.B.A., Accounting
Sceletta Shell Sceletta Shell's Legacy Financial Advisors Experience August 2004 - Present
Job Admin. Assistant @ Legacy Finanicial Advisors
Industry Financial Services
Experience
Legacy Financial Advisors August 2004 - Present
Education
Boise State University 1989 — 1994
BA, Elementary Education w/ Special Ed. Endorsement
Legacy Financial Advisors August 2004 - Present
Education
Boise State University 1989 — 1994
BA, Elementary Education w/ Special Ed. Endorsement
Bill Fallon, MEd. Bill Fallon, MEd.'s Legacy Financial Advisors Experience April 2005 - March 2006
Job Financial Advisor, Registered Representative
Industry Financial Services
Experience
Fallon Financial Services January 2011 - Present
Harwich Dennis Rotary April 2013 - Present
Cape & Islands United Way January 2013 - Present
Cape Cod Technology Council March 2009 - Present
Hyannis Area Chamber of Commerce 2006 - June 2013
BNI RI / SE Mass 2008 - 2011
Baystate Financial Services February 2006 - December 2010
Boston SIM 1987 - 2008
Legacy Financial Advisors April 2005 - March 2006
John Hancock May 2000 - December 2004
Skills
Retirement Planning, Estate Planning, Small Business, Consulting, Fixed Annuities, Retirement, Strategic Financial..., Investments, Financial Advisory, Insurance, Life Insurance, Mutual Funds, 401k, Wealth Management, Securities, Investment Advisory, Series 63, Long-term Care, Personal Finance, Finance, Financial Services, IRAs, FINRA, Wealth, Asset Allocation, Leadership, Wealth Management..., Long Term Care Insurance, Series 6, Term Life Insurance, Financial Planning
Education
Northeastern University 1969 — 1972
MEd, Mathematics
Boston College 1962 — 1966
BS, Math, Mathematics
Fallon Financial Services January 2011 - Present
Harwich Dennis Rotary April 2013 - Present
Cape & Islands United Way January 2013 - Present
Cape Cod Technology Council March 2009 - Present
Hyannis Area Chamber of Commerce 2006 - June 2013
BNI RI / SE Mass 2008 - 2011
Baystate Financial Services February 2006 - December 2010
Boston SIM 1987 - 2008
Legacy Financial Advisors April 2005 - March 2006
John Hancock May 2000 - December 2004
Skills
Retirement Planning, Estate Planning, Small Business, Consulting, Fixed Annuities, Retirement, Strategic Financial..., Investments, Financial Advisory, Insurance, Life Insurance, Mutual Funds, 401k, Wealth Management, Securities, Investment Advisory, Series 63, Long-term Care, Personal Finance, Finance, Financial Services, IRAs, FINRA, Wealth, Asset Allocation, Leadership, Wealth Management..., Long Term Care Insurance, Series 6, Term Life Insurance, Financial Planning
Education
Northeastern University 1969 — 1972
MEd, Mathematics
Boston College 1962 — 1966
BS, Math, Mathematics
Neil Blicher, MBA, CFP®'s Legacy Financial Advisors Experience April 2008 - November 2008
Job Financial Services Representative, Baystate Financial & Baystate Wealth Management
Industry Financial Services
Experience
Baystate Financial & Baystate Wealth Management December 2008 - Present
Legacy Financial Advisors April 2008 - November 2008
Fidelity Investments October 2003 - April 2008
Fidelity Investments May 1999 - September 2003
Scudder Investments October 1997 - April 1999
Fidelity Investments August 1994 - September 1997
Monitor Company July 1989 - May 1992
Skills
Personal Finance, Special Needs..., Retirement Planning, College Education..., Estate Planning, Wealth Management, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance and Marketing majors
Wesleyan University 1985 — 1989
BA, American Government major
Newton South High School 1981 — 1985
Baystate Financial & Baystate Wealth Management December 2008 - Present
Legacy Financial Advisors April 2008 - November 2008
Fidelity Investments October 2003 - April 2008
Fidelity Investments May 1999 - September 2003
Scudder Investments October 1997 - April 1999
Fidelity Investments August 1994 - September 1997
Monitor Company July 1989 - May 1992
Skills
Personal Finance, Special Needs..., Retirement Planning, College Education..., Estate Planning, Wealth Management, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance and Marketing majors
Wesleyan University 1985 — 1989
BA, American Government major
Newton South High School 1981 — 1985
Matthew Arena's Legacy Financial Advisors Experience August 2015 - Present
Job Student Worker at University of Cincinnati Ticket Office
Industry Higher Education
Experience
Legacy Financial Advisors August 2015 - Present
University of Cincinnati August 2014 - Present
University of Cincinnati Ticket Sales January 2015 - September 2015
Kings Local School District October 2014 - February 2015
Numero Uno August 2011 - July 2014
Skills
Leadership, Time Management, Customer Service, Social Media, Microsoft Office, Event Planning, Public Speaking
Education
University of Cincinnati 2014 — 2018
Bachelor's Degree, Sport Administration/Management, 2nd Year
Westmont Hilltop High School 2010 — 2014
High School
Legacy Financial Advisors August 2015 - Present
University of Cincinnati August 2014 - Present
University of Cincinnati Ticket Sales January 2015 - September 2015
Kings Local School District October 2014 - February 2015
Numero Uno August 2011 - July 2014
Skills
Leadership, Time Management, Customer Service, Social Media, Microsoft Office, Event Planning, Public Speaking
Education
University of Cincinnati 2014 — 2018
Bachelor's Degree, Sport Administration/Management, 2nd Year
Westmont Hilltop High School 2010 — 2014
High School
Kristine O'Neil Kristine O'Neil's Legacy Financial Advisors Experience September 2004 - December 2009
Job Personal Line Account Manager
Industry Insurance
Experience
State Fund Insurance July 2010 - Present
Legacy Financial Advisors September 2004 - December 2009
Skills
Microsoft Office, Communication Skills, Computer Maintenance, Customer Acquisition, Brand Management, Marketing, Marketing Strategy, Marketing Communications, Insurance, Customer Satisfaction, Customer Service, ACT!, Relationship Marketing, CRM, Sales Presentations, Customer Retention, Trade Shows, Event Management, Microsoft Excel, Sales, Leadership, Social Media, Underwriting, Social Media Marketing, Management
Education
Bryant University 2006 — 2008
Bachelor of Business Administration (B.B.A.)
Bristol Community College 2004 — 2006
Tri-County RVTHS 2000 — 2004
State Fund Insurance July 2010 - Present
Legacy Financial Advisors September 2004 - December 2009
Skills
Microsoft Office, Communication Skills, Computer Maintenance, Customer Acquisition, Brand Management, Marketing, Marketing Strategy, Marketing Communications, Insurance, Customer Satisfaction, Customer Service, ACT!, Relationship Marketing, CRM, Sales Presentations, Customer Retention, Trade Shows, Event Management, Microsoft Excel, Sales, Leadership, Social Media, Underwriting, Social Media Marketing, Management
Education
Bryant University 2006 — 2008
Bachelor of Business Administration (B.B.A.)
Bristol Community College 2004 — 2006
Tri-County RVTHS 2000 — 2004
Ellen Sartori's Legacy Financial Advisors Experience May 2013 - August 2013
Job Sales Intern at AnheuserBusch InBev
Industry Marketing and Advertising
Experience
Anheuser-Busch InBev May 2015 - Present
Indiana University Bloomington August 2012 - Present
IGS Energy May 2014 - August 2014
Legacy Financial Advisors May 2013 - August 2013
Silverlake "The Family Place" May 2012 - August 2012
Skills
Public Speaking, Sales, Social Media, Research, Event Planning, Critical Thinking, Always Punctual, Microsoft Office, Social Skills, Energy Industry, PowerPoint, Microsoft Word, Community Outreach, Organization, Problem Solving, Communication, Reliability, Microsoft Excel, Cold Calling
Education
Indiana University Bloomington 2012 — 2016
Indiana University Bloomington 2012 — 2016
Notre Dame Academy 2008 — 2012
3.94
Anheuser-Busch InBev May 2015 - Present
Indiana University Bloomington August 2012 - Present
IGS Energy May 2014 - August 2014
Legacy Financial Advisors May 2013 - August 2013
Silverlake "The Family Place" May 2012 - August 2012
Skills
Public Speaking, Sales, Social Media, Research, Event Planning, Critical Thinking, Always Punctual, Microsoft Office, Social Skills, Energy Industry, PowerPoint, Microsoft Word, Community Outreach, Organization, Problem Solving, Communication, Reliability, Microsoft Excel, Cold Calling
Education
Indiana University Bloomington 2012 — 2016
Indiana University Bloomington 2012 — 2016
Notre Dame Academy 2008 — 2012
3.94
Nikki Lehmann Nikki Lehmann's Legacy Financial Advisors Experience March 2011 - Present
Job Office Manager at Legacy Financial Advisors
Industry Financial Services
Experience
Legacy Financial Advisors March 2011 - Present
Legacy Financial Advisors January 2009 - April 2010
Lehman Brothers October 2007 - April 2008
AXA Advisors March 2006 - September 2007
TBG Financial September 2001 - November 2002
Clark/Bardes, Inc. September 1998 - April 2001
The Inteq Group, Inc May 1996 - September 1998
Skills
Office Management, Executive Support, Travel Arrangements, Office Administration, Calendaring, Expense Reports, Appointment Scheduling, Administrative..., Outlook, Microsoft Excel, PowerPoint, Morningstar, Insurance
Education
Texas State University-San Marcos 1992 — 1996
Bachelor's degree, Health Care Administration/Management
Legacy Financial Advisors March 2011 - Present
Legacy Financial Advisors January 2009 - April 2010
Lehman Brothers October 2007 - April 2008
AXA Advisors March 2006 - September 2007
TBG Financial September 2001 - November 2002
Clark/Bardes, Inc. September 1998 - April 2001
The Inteq Group, Inc May 1996 - September 1998
Skills
Office Management, Executive Support, Travel Arrangements, Office Administration, Calendaring, Expense Reports, Appointment Scheduling, Administrative..., Outlook, Microsoft Excel, PowerPoint, Morningstar, Insurance
Education
Texas State University-San Marcos 1992 — 1996
Bachelor's degree, Health Care Administration/Management
Michael Brunelli, ChFC's Legacy Financial Advisors Experience March 2007 - April 2012
Job Raising capital in a specialized RollUp Strategy
Industry Venture Capital & Private Equity
Experience
Legend Acquisitions, LLC March 2015 - Present
Bay Financial Associates April 2012 - June 2014
Legacy Financial Advisors March 2007 - April 2012
New England Financial April 2005 - December 2006
John Hancock January 2003 - March 2005
Skills
Goal-oriented..., Maintaining Strong..., Trusting Relationships, Helping Clients Succeed, Series 6, Series 63, Series 65, ChFC, Licensed Life & Health..., Mutual Funds, Insurance Analysis, Risk Management, Strategic Financial..., Cash Flow Planning, Investments, Retirement Planning, Distribution..., Estate Planning, Fixed Annuities, Wealth Management, Securities, IRAs, Financial Advisory, 529 Plans, 401k Rollovers, Investment Advisory..., Income for Life, Portfolio Assessment, Portfolio Optimization, Insurance, 401k, Investment Advisory, Finance
Education
Massachusetts Maritime Academy 1998 — 1999
Mansfield MA High School 1993 — 1996
Legend Acquisitions, LLC March 2015 - Present
Bay Financial Associates April 2012 - June 2014
Legacy Financial Advisors March 2007 - April 2012
New England Financial April 2005 - December 2006
John Hancock January 2003 - March 2005
Skills
Goal-oriented..., Maintaining Strong..., Trusting Relationships, Helping Clients Succeed, Series 6, Series 63, Series 65, ChFC, Licensed Life & Health..., Mutual Funds, Insurance Analysis, Risk Management, Strategic Financial..., Cash Flow Planning, Investments, Retirement Planning, Distribution..., Estate Planning, Fixed Annuities, Wealth Management, Securities, IRAs, Financial Advisory, 529 Plans, 401k Rollovers, Investment Advisory..., Income for Life, Portfolio Assessment, Portfolio Optimization, Insurance, 401k, Investment Advisory, Finance
Education
Massachusetts Maritime Academy 1998 — 1999
Mansfield MA High School 1993 — 1996
David Cosgrove's Legacy Financial Advisors Experience June 2009 - May 2010
Job Principal, Sales Development at LeadNow, Inc.
Industry Financial Services
Experience
LeadNow, Inc. August 2009 - Present
Legacy Financial Advisors June 2009 - May 2010
State Street Corporation 2007 - February 2009
Aizling, Inc. 2003 - 2007
State Street Bank 2003 - 2004
State Street Bank 1999 - 2003
Welch Healthcare & Retirement Group 1997 - 1999
Welch Healthcare & Retirement Group 1995 - 1997
Education
Saint Anselm College 1991 — 1995
LeadNow, Inc. August 2009 - Present
Legacy Financial Advisors June 2009 - May 2010
State Street Corporation 2007 - February 2009
Aizling, Inc. 2003 - 2007
State Street Bank 2003 - 2004
State Street Bank 1999 - 2003
Welch Healthcare & Retirement Group 1997 - 1999
Welch Healthcare & Retirement Group 1995 - 1997
Education
Saint Anselm College 1991 — 1995
Seth Sanborn, CFP®'s Legacy Financial Advisors Experience February 2013 - Present
Job Financial Advisor at Legacy Financial Advisors
Industry Financial Services
Experience
Legacy Financial Advisors February 2013 - Present
Fidelity Investments September 2010 - January 2013
Fidelity Investments October 2007 - August 2009
Education
Miami University 1999 — 2004
Bachelor of Arts (B.A.), Finance, General
Legacy Financial Advisors February 2013 - Present
Fidelity Investments September 2010 - January 2013
Fidelity Investments October 2007 - August 2009
Education
Miami University 1999 — 2004
Bachelor of Arts (B.A.), Finance, General
Nate Salyers's Legacy Financial Advisors Experience June 2006 - June 2014
Job Director of Financial Services at The Byrne Insurance Group.
Industry Financial Services
Experience
Byrne Insurance Group October 2014 - Present
Legacy Financial Advisors June 2006 - June 2014
Skills
Insurance, Risk Management, Investments, Sales Management, Estate Planning, Retirement Planning, Financial Planning
Education
University of Kentucky 1996 — 2000
Larry A Ryle High School 1992 — 1996
Byrne Insurance Group October 2014 - Present
Legacy Financial Advisors June 2006 - June 2014
Skills
Insurance, Risk Management, Investments, Sales Management, Estate Planning, Retirement Planning, Financial Planning
Education
University of Kentucky 1996 — 2000
Larry A Ryle High School 1992 — 1996
Trent Lucas's Legacy Financial Advisors Experience February 1994 - Present
Job Partner at Legacy Financial Advisors
Industry Facilities Services
Experience
Legacy Financial Advisors February 1994 - Present
Skills
Life Insurance, Investments, Strategic Financial..., Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Tax-advantaged..., Irrevocable Life...
Education
Northern Kentucky University 1990 — 1993
Georgetown College 1989 — 1990
Legacy Financial Advisors February 1994 - Present
Skills
Life Insurance, Investments, Strategic Financial..., Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Tax-advantaged..., Irrevocable Life...
Education
Northern Kentucky University 1990 — 1993
Georgetown College 1989 — 1990
Laura Jobe's Legacy Financial Advisors Experience January 2009 - June 2010
Job .
Industry Financial Services
Experience
Lucas Group Financial Planners April 2011 - Present
Legacy Financial Advisors January 2009 - June 2010
The Financial Services Network August 2006 - December 2008
Skills
Social Media, 401k, Leadership, Marketing, Mutual Funds, Radio, Retirement, Retirement Planning, Social Networking, Strategic Planning, Management, Customer Service, Wealth Management, Public Speaking, Investments, Insurance, Financial Services
Education
San Joaquin Delta College
In Progress, Business
Lucas Group Financial Planners April 2011 - Present
Legacy Financial Advisors January 2009 - June 2010
The Financial Services Network August 2006 - December 2008
Skills
Social Media, 401k, Leadership, Marketing, Mutual Funds, Radio, Retirement, Retirement Planning, Social Networking, Strategic Planning, Management, Customer Service, Wealth Management, Public Speaking, Investments, Insurance, Financial Services
Education
San Joaquin Delta College
In Progress, Business
Nikki Lehmann's Legacy Financial Advisors Experience January 2008 - Present
Job Executive Assistant at Legacy Financial Advisors
Industry Financial Services
Experience
Legacy Financial Advisors - Dallas, TX Metroplex January 2009 - Present
Legacy Financial Advisors January 2008 - Present
Lehman Brothers October 2006 - April 2007
Education
Texas State University 1993 — 1996
BS, Health Care Administration
Legacy Financial Advisors - Dallas, TX Metroplex January 2009 - Present
Legacy Financial Advisors January 2008 - Present
Lehman Brothers October 2006 - April 2007
Education
Texas State University 1993 — 1996
BS, Health Care Administration
Eric Demmer's Legacy Financial Advisors Experience June 2014 - July 2014
Job Finance Intern at Sonian
Industry
Experience
Sonian June 2015 - Present
Legacy Financial Advisors June 2014 - July 2014
Education
University of Massachusetts, Amherst 2015 — 2019
Business Administration and Management, General, Freshman
Nashoba Regional Highschool 2011 — 2015
Sonian June 2015 - Present
Legacy Financial Advisors June 2014 - July 2014
Education
University of Massachusetts, Amherst 2015 — 2019
Business Administration and Management, General, Freshman
Nashoba Regional Highschool 2011 — 2015