Legacy Financial Group
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Legacy Financial Group Employees
Employee
Years
Job
Industry
Tory Pietzsch Tory Pietzsch's Legacy Financial Group Experience June 1999 - July 2005
Job President/Chairman
Industry Financial Services
Experience
Efinity Group March 2008 - Present
National City Bank December 2006 - January 2008
Bear Stearns June 2005 - November 2006
Legacy Financial Group June 1999 - July 2005
Homecomings Financial May 1997 - June 1999
Associates First Capital May 1996 - May 1997
Skills
Competitive Analysis, Strategy, Product Management, Real Estate, Mortgage Banking, Mortgage Lending, Product Development, Financial Services, Strategic Thinking, Process Improvement, Strategic Consulting, Sales Process, Forecasting, Leadership, Management, Sales, Strategic Planning, Risk Management, Marketing, Business Development, Executive Management
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2000
MBA, Business Administration
Texas Christian University 1992 — 1996
BS, Psychology
Efinity Group March 2008 - Present
National City Bank December 2006 - January 2008
Bear Stearns June 2005 - November 2006
Legacy Financial Group June 1999 - July 2005
Homecomings Financial May 1997 - June 1999
Associates First Capital May 1996 - May 1997
Skills
Competitive Analysis, Strategy, Product Management, Real Estate, Mortgage Banking, Mortgage Lending, Product Development, Financial Services, Strategic Thinking, Process Improvement, Strategic Consulting, Sales Process, Forecasting, Leadership, Management, Sales, Strategic Planning, Risk Management, Marketing, Business Development, Executive Management
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2000
MBA, Business Administration
Texas Christian University 1992 — 1996
BS, Psychology
Ben McKinney Ben McKinney's Legacy Financial Group Experience January 2013 - March 2013
Job T & G Financial Solutions
Industry Financial Services
Experience
T & G Financial Solutions June 2014 - Present
Northwestern Mutual November 2013 - May 2014
Legacy Financial Group January 2013 - March 2013
Amigo Mobility International, Inc. May 2012 - December 2012
Skills
Profiles, eMoney Advisor, Microsoft Office, Troubleshooting, Team Leadership, Sales, Microsoft Excel, Microsoft Word, Invoicing, Investments, Customer Service, Teamwork, Social Networking, Financial Planning, Data Entry, Research, Leadership, Financial Analysis, PowerPoint
Education
Davenport University 2013 — 2014
Bachelor's degree in Business, Finance with a focus on Financial Planning
Saginaw Valley State University 2009 — 2013
Lakewood High School 2006 — 2009
High School
T & G Financial Solutions June 2014 - Present
Northwestern Mutual November 2013 - May 2014
Legacy Financial Group January 2013 - March 2013
Amigo Mobility International, Inc. May 2012 - December 2012
Skills
Profiles, eMoney Advisor, Microsoft Office, Troubleshooting, Team Leadership, Sales, Microsoft Excel, Microsoft Word, Invoicing, Investments, Customer Service, Teamwork, Social Networking, Financial Planning, Data Entry, Research, Leadership, Financial Analysis, PowerPoint
Education
Davenport University 2013 — 2014
Bachelor's degree in Business, Finance with a focus on Financial Planning
Saginaw Valley State University 2009 — 2013
Lakewood High School 2006 — 2009
High School
Greg Rieke Greg Rieke's Legacy Financial Group Experience 1999 - September 2008
Job Financial Security; Life transitions; Social Action
Industry Financial Services
Experience
Dialog Institute of the Southwest 2006 - Present
Author 2003 - Present
Lifeswork LLC 2002 - Present
Lincoln Financial Advisors 2008 - March 2014
Saint Andrew Christian Church January 2012 - January 2014
Frontier Schools, Inc May 2006 - May 2013
Lincoln Financial Advisors September 2008 - February 2013
Friends of Old Shawnee Town 2006 - 2009
Kansas City Friends of Jung 1997 - 2009
Legacy Financial Group 1999 - September 2008
Skills
FINRA Series..., Chartered Life..., Certified Life Purpose..., Individual Life, Retirement Planning, Estate Planning, Wealth Management, Series 7, Life Purpose Coach, Civic Leader, Seeker, Non-profits, Nonprofits, Financial Services, Risk Management, Strategic Financial..., Financial Advisory, Leadership, Retirement, Banking, Securities, Portfolio Management, Finance, Strategic Planning, Insurance, Investment Advisory, Wealth, Fixed Annuities, Asset Management, Life Insurance, Investments, Financial Planning
Education
University of Kansas - Graduate School of Business 1972 — 1975
MBA, Finance
The University of Kansas 1968 — 1972
BA, American Studies / Political Science
The American College 1995 — 1998
CLU, Life Insurance Professional Designation
Life Purpose Center 2001 — 2003
Certified Life Purpose Coach, Personal Life Coaching
Dialog Institute of the Southwest 2006 - Present
Author 2003 - Present
Lifeswork LLC 2002 - Present
Lincoln Financial Advisors 2008 - March 2014
Saint Andrew Christian Church January 2012 - January 2014
Frontier Schools, Inc May 2006 - May 2013
Lincoln Financial Advisors September 2008 - February 2013
Friends of Old Shawnee Town 2006 - 2009
Kansas City Friends of Jung 1997 - 2009
Legacy Financial Group 1999 - September 2008
Skills
FINRA Series..., Chartered Life..., Certified Life Purpose..., Individual Life, Retirement Planning, Estate Planning, Wealth Management, Series 7, Life Purpose Coach, Civic Leader, Seeker, Non-profits, Nonprofits, Financial Services, Risk Management, Strategic Financial..., Financial Advisory, Leadership, Retirement, Banking, Securities, Portfolio Management, Finance, Strategic Planning, Insurance, Investment Advisory, Wealth, Fixed Annuities, Asset Management, Life Insurance, Investments, Financial Planning
Education
University of Kansas - Graduate School of Business 1972 — 1975
MBA, Finance
The University of Kansas 1968 — 1972
BA, American Studies / Political Science
The American College 1995 — 1998
CLU, Life Insurance Professional Designation
Life Purpose Center 2001 — 2003
Certified Life Purpose Coach, Personal Life Coaching
Erick Harris Erick Harris's Legacy Financial Group Experience March 2008 - May 2008
Job Assistant General Manager at Kings Bowl America, LLC
Industry Hospitality
Experience
Kings Bowl America, LLC April 2015 - Present
Kings Bowl America, LLC January 2014 - August 2015
Kings Bowl America, LLC August 2013 - January 2014
Galopin Winter Park July 2012 - March 2013
Poppy's TIme Out Sports Bar August 2011 - June 2012
Kansas City Command (Arena Football League) February 2011 - May 2012
Poppy's Hammerheads Bar and Grill April 2009 - December 2010
Chrysler Financial August 2008 - March 2009
Kansas City Chiefs October 2007 - August 2008
Legacy Financial Group March 2008 - May 2008
Skills
Restaurants, Customer Service, Time Management, Food & Beverage, Football, Hospitality Management, Budgets, Coaching, Event Management, Event Planning, Marketing, Food, Training, Sports Management, Sports Marketing, Hospitality, Menu Development, Athletics, Bartending, Sports Coaching, Social Networking, Leadership, Customer Insight, Customer Acquisition, Customer Satisfaction, Public Speaking, Customer Experience, Customer Retention, Inventory Management, Sports, Sales, Community Outreach, Social Media, Customer Oriented, Motivational Speaking, Facebook, Public Relations
Education
Liberty University 2001 — 2005
BS, Sports Management
Crestview High School 1998 — 2001
Diploma, General Education
Kings Bowl America, LLC April 2015 - Present
Kings Bowl America, LLC January 2014 - August 2015
Kings Bowl America, LLC August 2013 - January 2014
Galopin Winter Park July 2012 - March 2013
Poppy's TIme Out Sports Bar August 2011 - June 2012
Kansas City Command (Arena Football League) February 2011 - May 2012
Poppy's Hammerheads Bar and Grill April 2009 - December 2010
Chrysler Financial August 2008 - March 2009
Kansas City Chiefs October 2007 - August 2008
Legacy Financial Group March 2008 - May 2008
Skills
Restaurants, Customer Service, Time Management, Food & Beverage, Football, Hospitality Management, Budgets, Coaching, Event Management, Event Planning, Marketing, Food, Training, Sports Management, Sports Marketing, Hospitality, Menu Development, Athletics, Bartending, Sports Coaching, Social Networking, Leadership, Customer Insight, Customer Acquisition, Customer Satisfaction, Public Speaking, Customer Experience, Customer Retention, Inventory Management, Sports, Sales, Community Outreach, Social Media, Customer Oriented, Motivational Speaking, Facebook, Public Relations
Education
Liberty University 2001 — 2005
BS, Sports Management
Crestview High School 1998 — 2001
Diploma, General Education
Mike Banasiak Mike Banasiak's Legacy Financial Group Experience 2006 - Present
Job CFP® at Legacy Financial Group
Industry Financial Services
Experience
Legacy Financial Group 2006 - Present
LinkedIn Social February 2013 - Present
YP Leaders Symposium January 2013 - Present
Young Variety of Iowa May 2013 - Present
Devour Des Moines January 2011 - Present
Young Professionals Connection January 2010 - December 2013
Greater Des Moines Leadership Institute September 2012 - May 2013
Merrill Lynch 2005 - 2006
Iowa State University 2003 - 2004
Skills
Strategic Financial..., Small Business, Wealth Management, Public Speaking, Marketing, Social Media, Retirement Planning, Insurance, Securities, Leadership, Investments, Strategic Planning, Finance, Fixed Annuities, Financial Analysis, Management, Life Insurance, Financial Services, Portfolio Management, Investment Advisory, 401k, Asset Management, Estate Planning, Series 7, Financial Advisory, Wealth, Retirement, Long-term Care, Term Life Insurance, Mutual Funds, Employee Benefits
Education
Iowa State University - College of Business 2000 — 2005
BS, Marketing & Management
Legacy Financial Group 2006 - Present
LinkedIn Social February 2013 - Present
YP Leaders Symposium January 2013 - Present
Young Variety of Iowa May 2013 - Present
Devour Des Moines January 2011 - Present
Young Professionals Connection January 2010 - December 2013
Greater Des Moines Leadership Institute September 2012 - May 2013
Merrill Lynch 2005 - 2006
Iowa State University 2003 - 2004
Skills
Strategic Financial..., Small Business, Wealth Management, Public Speaking, Marketing, Social Media, Retirement Planning, Insurance, Securities, Leadership, Investments, Strategic Planning, Finance, Fixed Annuities, Financial Analysis, Management, Life Insurance, Financial Services, Portfolio Management, Investment Advisory, 401k, Asset Management, Estate Planning, Series 7, Financial Advisory, Wealth, Retirement, Long-term Care, Term Life Insurance, Mutual Funds, Employee Benefits
Education
Iowa State University - College of Business 2000 — 2005
BS, Marketing & Management
Shannon Yarbrough Shannon Yarbrough's Legacy Financial Group Experience July 2005 - May 2006
Job Client Service Specialist at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management August 2014 - Present
Yukon Wealth Management, Inc. October 2011 - August 2014
Think Big Partners, LLC May 2009 - May 2011
AG Edwards / Wachovia Securities / Wells Fargo Advisors September 2006 - May 2009
Legacy Financial Group July 2005 - May 2006
Smith Barney February 2001 - September 2004
Skills
Customer Service, Small Business, Series 65, Wealth Management, Strategic Financial..., Financial Planning, Investment Advisory, Administration, Supervisory Skills, Event Management, Microsoft Office, Excel, Word, PowerPoint, Quicken, QuickBooks, Finance, Microsoft Excel
Education
Missouri State University 1992 — 1996
BS, Accounting / Minor - CIS
Frontier Wealth Management August 2014 - Present
Yukon Wealth Management, Inc. October 2011 - August 2014
Think Big Partners, LLC May 2009 - May 2011
AG Edwards / Wachovia Securities / Wells Fargo Advisors September 2006 - May 2009
Legacy Financial Group July 2005 - May 2006
Smith Barney February 2001 - September 2004
Skills
Customer Service, Small Business, Series 65, Wealth Management, Strategic Financial..., Financial Planning, Investment Advisory, Administration, Supervisory Skills, Event Management, Microsoft Office, Excel, Word, PowerPoint, Quicken, QuickBooks, Finance, Microsoft Excel
Education
Missouri State University 1992 — 1996
BS, Accounting / Minor - CIS
Patrick Shreve Patrick Shreve's Legacy Financial Group Experience August 2012 - April 2014
Job Finance
Industry Banking
Experience
Sandia Area Federal Credit Union June 2014 - Present
Legacy Financial Group August 2012 - April 2014
Sandia Laboratory Federal Credit Union August 2011 - August 2012
Education
The University of New Mexico 2012 — 2014
Master of Business Administration (MBA), Finance
The University of New Mexico 2010 — 2011
Bachelor's Degree in Economics, Minor in Political Science
Sandia Area Federal Credit Union June 2014 - Present
Legacy Financial Group August 2012 - April 2014
Sandia Laboratory Federal Credit Union August 2011 - August 2012
Education
The University of New Mexico 2012 — 2014
Master of Business Administration (MBA), Finance
The University of New Mexico 2010 — 2011
Bachelor's Degree in Economics, Minor in Political Science
David Gaston's Legacy Financial Group Experience January 2007 - April 2009
Job Colonial Life
Industry Insurance
Experience
Colonial Life June 2015 - Present
Experience Fitness, LLC January 2012 - June 2015
Physicians Business Network April 2009 - March 2011
Legacy Financial Group January 2007 - April 2009
Target May 2007 - August 2007
Skills
Strategic Planning
Education
Baker University 2004 — 2008
Bachelor of Science, Business, Marketing
The University of Kansas 2002 — 2004
Business
Colonial Life June 2015 - Present
Experience Fitness, LLC January 2012 - June 2015
Physicians Business Network April 2009 - March 2011
Legacy Financial Group January 2007 - April 2009
Target May 2007 - August 2007
Skills
Strategic Planning
Education
Baker University 2004 — 2008
Bachelor of Science, Business, Marketing
The University of Kansas 2002 — 2004
Business
Cathy Weaver Cathy Weaver's Legacy Financial Group Experience July 2001 - December 2005
Job Kansas City's Kangen Water Expert
Industry Health, Wellness and Fitness
Experience
Networking On Steroids August 2012 - Present
Kangen Water July 2008 - Present
Legacy Financial Group July 2001 - December 2005
Skills
Entrepreneur, Small Business, Health, Social Networking, Fitness, Entrepreneurship, Public Speaking, Social Media, Customer Service, Event Planning, Social Media Marketing, Fundraising, Coaching, Wellness, Marketing, Event Management, Microsoft Office, Team Building, Blogging, Marketing Strategy, Training, Nutrition, Sales, Public Relations, Non-profits, Account Management, New Business Development, Advertising, Team Leadership, Strategic Planning, Marketing Communications, Sales Management, Networking, Sales Leadership..., Nonprofits, Leadership Development, Time Management, Teamwork, Leadership, Community Outreach, Customer Satisfaction, Employee Benefits, Budgets, Facebook, Healthcare, Management, Microsoft Word, Online Marketing, Outlook, Recruiting
Education
Avila University
Networking On Steroids August 2012 - Present
Kangen Water July 2008 - Present
Legacy Financial Group July 2001 - December 2005
Skills
Entrepreneur, Small Business, Health, Social Networking, Fitness, Entrepreneurship, Public Speaking, Social Media, Customer Service, Event Planning, Social Media Marketing, Fundraising, Coaching, Wellness, Marketing, Event Management, Microsoft Office, Team Building, Blogging, Marketing Strategy, Training, Nutrition, Sales, Public Relations, Non-profits, Account Management, New Business Development, Advertising, Team Leadership, Strategic Planning, Marketing Communications, Sales Management, Networking, Sales Leadership..., Nonprofits, Leadership Development, Time Management, Teamwork, Leadership, Community Outreach, Customer Satisfaction, Employee Benefits, Budgets, Facebook, Healthcare, Management, Microsoft Word, Online Marketing, Outlook, Recruiting
Education
Avila University
Bob Cote Jr Bob Cote Jr's Legacy Financial Group Experience August 2015 - Present
Job Financial Advisor at Legacy Financial Group
Industry Financial Services
Experience
Legacy Financial Group August 2015 - Present
MassMutual Financial Group April 2014 - July 2015
New York Life Insurance Company October 2011 - April 2014
Skills
Retirement Planning, Financial Services, Life Insurance, Disability Insurance, Long Term Care Insurance, Asset Management, Wealth Accumulation, College Savings Plans, 401k Rollovers, 401k, Buy-Sell Funding..., Distribution Strategies, Estate Planning, Series 65, Series 63, Series 6, Asset Allocation, Roth IRA, IRAs, Mutual Funds, Variable Annuities, Fixed Annuities
Education
Rhode Island College
Bachelor of Arts (B.A.), Psychology
Legacy Financial Group August 2015 - Present
MassMutual Financial Group April 2014 - July 2015
New York Life Insurance Company October 2011 - April 2014
Skills
Retirement Planning, Financial Services, Life Insurance, Disability Insurance, Long Term Care Insurance, Asset Management, Wealth Accumulation, College Savings Plans, 401k Rollovers, 401k, Buy-Sell Funding..., Distribution Strategies, Estate Planning, Series 65, Series 63, Series 6, Asset Allocation, Roth IRA, IRAs, Mutual Funds, Variable Annuities, Fixed Annuities
Education
Rhode Island College
Bachelor of Arts (B.A.), Psychology
Brook Deaver, CFP®, MBA's Legacy Financial Group Experience October 2003 - December 2006
Job Financial Advisor Gateway Wealth Management
Industry Investment Management
Experience
Gateway Wealth Management December 2006 - Present
Pareto Systems 2014 - 2014
Legacy Financial Group October 2003 - December 2006
Sprint Nextel 1997 - 2003
Skills
Estate Planning, Customer Service, Securities, Strategic Financial..., Investments, Wealth Management, Retirement Planning, Strategic Planning, Finance
Education
University of Kansas - Graduate School of Business 1997 — 2000
MBA
Kansas State University 1988 — 1992
Gateway Wealth Management December 2006 - Present
Pareto Systems 2014 - 2014
Legacy Financial Group October 2003 - December 2006
Sprint Nextel 1997 - 2003
Skills
Estate Planning, Customer Service, Securities, Strategic Financial..., Investments, Wealth Management, Retirement Planning, Strategic Planning, Finance
Education
University of Kansas - Graduate School of Business 1997 — 2000
MBA
Kansas State University 1988 — 1992
David Fein David Fein's Legacy Financial Group Experience September 2001 - March 2007
Job VP of Finance at Walco International
Industry Veterinary
Experience
Walco International 2007 - Present
Legacy Financial Group September 2001 - March 2007
Education
Texas Christian University 1999 — 2001
Masters of Business Administration, Corporate Finance
Texas Tech University 1994 — 1998
Bachelor of Science, Finance
Walco International 2007 - Present
Legacy Financial Group September 2001 - March 2007
Education
Texas Christian University 1999 — 2001
Masters of Business Administration, Corporate Finance
Texas Tech University 1994 — 1998
Bachelor of Science, Finance
Jason P. Berube Jason P. Berube's Legacy Financial Group Experience January 2013 - April 2014
Job Managing Associate at MassMutual Northern New England
Industry Financial Services
Experience
MassMutual Financial Group 2015 - Present
Corestone Financial & Insurance Services January 2013 - Present
Legacy Financial Group January 2013 - April 2014
Life Solutions Group 2011 - 2013
The Wellesley Financial Group December 2009 - December 2010
Education
The American College
CFP - Certified Financial Planner
Mount Ida College 2002 — 2007
School of Business, BS, Business Administration
North Shore Technical High School 1998 — 2002
High School Diploma, Mason/Masonry
MassMutual Financial Group 2015 - Present
Corestone Financial & Insurance Services January 2013 - Present
Legacy Financial Group January 2013 - April 2014
Life Solutions Group 2011 - 2013
The Wellesley Financial Group December 2009 - December 2010
Education
The American College
CFP - Certified Financial Planner
Mount Ida College 2002 — 2007
School of Business, BS, Business Administration
North Shore Technical High School 1998 — 2002
High School Diploma, Mason/Masonry
Kian Larijani Kian Larijani's Legacy Financial Group Experience June 2014 - Present
Job Investment Analyst at Legacy Financial
Industry Investment Management
Experience
Legacy Financial Group June 2014 - Present
Planning Solutions Group, LLC December 2013 - May 2014
TIAA-CREF October 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Whiteford, Taylor & Preston, LLP January 2013 - May 2013
Education
University of Maryland Baltimore County 2010 — 2014
Bachelor of Science (BS), Financial Economics, 3.74/4.00
Legacy Financial Group June 2014 - Present
Planning Solutions Group, LLC December 2013 - May 2014
TIAA-CREF October 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Whiteford, Taylor & Preston, LLP January 2013 - May 2013
Education
University of Maryland Baltimore County 2010 — 2014
Bachelor of Science (BS), Financial Economics, 3.74/4.00
Jill Young McCarthy Jill Young McCarthy's Legacy Financial Group Experience May 2011 - October 2012
Job Jmccarthy2710@gmail.com
Industry Financial Services
Experience
EQ Financial 2015 - Present
Dwyer Insurance October 2012 - September 2014
Legacy Financial Group May 2011 - October 2012
Sovereign Bank April 2003 - May 2011
Katzenbach April 2002 - April 2003
Hogan & Stone Real Estate January 1996 - January 2002
Skills
Health Insurance, Life Insurance, Disability Insurance, Retirement Planning, Long-term Care, Retirement, Property & Casualty..., Workers Compensation, Professional Liability, Insurance, Selling, Mortgage Lending, Financial Services, Fixed Annuities, Banking, Whole Life, Long Term Care Insurance, Financial Planners, Mutual Funds, Term Life Insurance, Strategic Financial..., Sales, Finance, 401k, Investments, IRAs, Series 6, Underwriting, Series 7, Estate Planning, Securities, Employee Benefits, Wealth Management, Real Estate, Financial Advisory, Medicare, Medicaid, Medicaid Managed Care, Asset Allocation, Series 63, Small Business, General Insurance, Financial Planning
Education
Salve Regina University 1991 — 1996
Bs, Business Administration
Woonsocket High School 1989 — 1991
EQ Financial 2015 - Present
Dwyer Insurance October 2012 - September 2014
Legacy Financial Group May 2011 - October 2012
Sovereign Bank April 2003 - May 2011
Katzenbach April 2002 - April 2003
Hogan & Stone Real Estate January 1996 - January 2002
Skills
Health Insurance, Life Insurance, Disability Insurance, Retirement Planning, Long-term Care, Retirement, Property & Casualty..., Workers Compensation, Professional Liability, Insurance, Selling, Mortgage Lending, Financial Services, Fixed Annuities, Banking, Whole Life, Long Term Care Insurance, Financial Planners, Mutual Funds, Term Life Insurance, Strategic Financial..., Sales, Finance, 401k, Investments, IRAs, Series 6, Underwriting, Series 7, Estate Planning, Securities, Employee Benefits, Wealth Management, Real Estate, Financial Advisory, Medicare, Medicaid, Medicaid Managed Care, Asset Allocation, Series 63, Small Business, General Insurance, Financial Planning
Education
Salve Regina University 1991 — 1996
Bs, Business Administration
Woonsocket High School 1989 — 1991
Ben Small's Legacy Financial Group Experience January 2007 - August 2008
Job Private Cloud Specialist
Industry Telecommunications
Experience
Strategic Products and Services (SPS) April 2014 - Present
Strategic Products and Services (SPS) April 2012 - April 2014
Lucier CPA, Inc December 2008 - March 2012
Entrepreneurial Club of RI December 2008 - December 2010
Legacy Financial Group January 2007 - August 2008
Bowling Academy Inc September 2002 - December 2006
Skills
Financial Modeling, Financial Analysis, Financial Engineering, Financial Reporting, Leveraged Finance, Corporate Finance, Cash Flow Forecasting, Financial Risk, Finance, Analysis, ODBC, MS Excel Pivot Tables, Microsoft Excel, Pivot Tables, Project Finance, Operational Cost..., Accounting, Bookkeeping, Facebook, QuickBooks, Marketing, Cost Accounting, Financial Accounting, Social Media, Social Media Marketing, Cash Flow
Education
University of Rhode Island 2003 — 2006
BS, Business Administrations; Finance
Strategic Products and Services (SPS) April 2014 - Present
Strategic Products and Services (SPS) April 2012 - April 2014
Lucier CPA, Inc December 2008 - March 2012
Entrepreneurial Club of RI December 2008 - December 2010
Legacy Financial Group January 2007 - August 2008
Bowling Academy Inc September 2002 - December 2006
Skills
Financial Modeling, Financial Analysis, Financial Engineering, Financial Reporting, Leveraged Finance, Corporate Finance, Cash Flow Forecasting, Financial Risk, Finance, Analysis, ODBC, MS Excel Pivot Tables, Microsoft Excel, Pivot Tables, Project Finance, Operational Cost..., Accounting, Bookkeeping, Facebook, QuickBooks, Marketing, Cost Accounting, Financial Accounting, Social Media, Social Media Marketing, Cash Flow
Education
University of Rhode Island 2003 — 2006
BS, Business Administrations; Finance
Dan Rapp Dan Rapp's Legacy Financial Group Experience May 2013 - September 2014
Job Multi Family Real Estate Expert in Training at Realty Exchange
Industry Marketing and Advertising
Experience
Realty Exchange October 2014 - Present
Global Medical Solutions August 2013 - September 2014
Legacy Financial Group May 2013 - September 2014
MetLife Financial January 2009 - February 2012
RFT March 2008 - March 2010
Skills
Marketing Communications, Email Marketing, Marketing, Direct Marketing, Marketing Strategy, Social Media Marketing, Digital Marketing, Market Research, Marketing Management, Integrated Marketing, Advertising, Social Media, Online Marketing, SEO, Brand Development, Corporate Branding, Direct Mail, Creative Direction, Digital Strategy, Web Analytics, Creative Strategy, Google Adwords, SEM, Graphic Design, Online Advertising, Newsletters, Interactive Marketing, Brand Awareness, Facebook, Digital Media, Web Design, Marketing Research, Adobe Creative Suite, E-commerce, InDesign, Website Development, Market Planning, Social Networking, Front-end, WordPress, Blogging, Mobile Marketing, Branding, Product Marketing, B2B Marketing, Art Direction, Brochures, Illustrator, CRM, Content Strategy
Education
Webster University 2007 — 2009
BA, Art, Graphic Design, Advertising
Saint Louis Community College-Meramec 2006 — 2008
Associate's degree, Graphic Communications
Realty Exchange October 2014 - Present
Global Medical Solutions August 2013 - September 2014
Legacy Financial Group May 2013 - September 2014
MetLife Financial January 2009 - February 2012
RFT March 2008 - March 2010
Skills
Marketing Communications, Email Marketing, Marketing, Direct Marketing, Marketing Strategy, Social Media Marketing, Digital Marketing, Market Research, Marketing Management, Integrated Marketing, Advertising, Social Media, Online Marketing, SEO, Brand Development, Corporate Branding, Direct Mail, Creative Direction, Digital Strategy, Web Analytics, Creative Strategy, Google Adwords, SEM, Graphic Design, Online Advertising, Newsletters, Interactive Marketing, Brand Awareness, Facebook, Digital Media, Web Design, Marketing Research, Adobe Creative Suite, E-commerce, InDesign, Website Development, Market Planning, Social Networking, Front-end, WordPress, Blogging, Mobile Marketing, Branding, Product Marketing, B2B Marketing, Art Direction, Brochures, Illustrator, CRM, Content Strategy
Education
Webster University 2007 — 2009
BA, Art, Graphic Design, Advertising
Saint Louis Community College-Meramec 2006 — 2008
Associate's degree, Graphic Communications
Joseph McParland Joseph McParland's Legacy Financial Group Experience May 2014 - Present
Job Financial Representative at Legacy Financial
Industry Financial Services
Experience
Legacy Financial Group May 2014 - Present
Wellesley Financial May 2013 - May 2014
Rockland Trust March 2006 - November 2011
Granite Financial Group January 2001 - December 2010
US Army February 2003 - January 2005
CitiStreet January 2002 - June 2003
Nationwide Financial Services January 1996 - May 2001
Skills
Financial Planner, Logistics Planning, Senior Living, Mortgage Lending, Reverse Mortgages, Loans, Credit, Retirement, Loan Origination, FHA, Strategic Financial..., Residential Mortgages, Seniors, Financial Services, Finance, Small Business, Financial Planning, Investments, Military Logistics
Education
US Army Command and General Staff College 1997 — 1999
Masters, Logistic Studies
Norwich University
Bachelors Degree, Government/Business
Legacy Financial Group May 2014 - Present
Wellesley Financial May 2013 - May 2014
Rockland Trust March 2006 - November 2011
Granite Financial Group January 2001 - December 2010
US Army February 2003 - January 2005
CitiStreet January 2002 - June 2003
Nationwide Financial Services January 1996 - May 2001
Skills
Financial Planner, Logistics Planning, Senior Living, Mortgage Lending, Reverse Mortgages, Loans, Credit, Retirement, Loan Origination, FHA, Strategic Financial..., Residential Mortgages, Seniors, Financial Services, Finance, Small Business, Financial Planning, Investments, Military Logistics
Education
US Army Command and General Staff College 1997 — 1999
Masters, Logistic Studies
Norwich University
Bachelors Degree, Government/Business
Anita Nguyen, CPA Anita Nguyen, CPA's Legacy Financial Group Experience 2003 - 2005
Job Certified Public Accountant
Industry Accounting
Experience
Crescentic Accounting Services June 2011 - Present
Novation Companies February 2014 - November 2014
Novation Companies Inc. June 2011 - February 2014
Cerner Corporation January 2007 - November 2009
New Beginnings Nutritionals, LLC July 2005 - January 2007
Legacy Financial Group 2003 - 2005
Legacy Financial Group 2003 - 2005
Skills
Account Reconciliation, PeopleSoft, Excel, PowerPoint, Sales Tax, Income Tax, Inventory Analysis, Accounts Payable, General Ledger, Accounting, Financial Reporting, Auditing, Inventory Management, Great Plains, Quickbooks, Accruals, Invoicing, Spreadsheets, Reconciliation, Reporting & Analysis, Outlook, Word, Journal Entries, Expenses, Customer Relations, Microsoft Office, QuickBooks, Finance, Analysis, Variance Analysis, Process Improvement, Financial Statements, Bookkeeping
Education
University of Missouri-Kansas City 2001 — 2005
Bachelor, Accounting
Crescentic Accounting Services June 2011 - Present
Novation Companies February 2014 - November 2014
Novation Companies Inc. June 2011 - February 2014
Cerner Corporation January 2007 - November 2009
New Beginnings Nutritionals, LLC July 2005 - January 2007
Legacy Financial Group 2003 - 2005
Legacy Financial Group 2003 - 2005
Skills
Account Reconciliation, PeopleSoft, Excel, PowerPoint, Sales Tax, Income Tax, Inventory Analysis, Accounts Payable, General Ledger, Accounting, Financial Reporting, Auditing, Inventory Management, Great Plains, Quickbooks, Accruals, Invoicing, Spreadsheets, Reconciliation, Reporting & Analysis, Outlook, Word, Journal Entries, Expenses, Customer Relations, Microsoft Office, QuickBooks, Finance, Analysis, Variance Analysis, Process Improvement, Financial Statements, Bookkeeping
Education
University of Missouri-Kansas City 2001 — 2005
Bachelor, Accounting
Brian Fabrizio's Legacy Financial Group Experience January 2012 - Present
Job Partner at Legacy Financial Group
Industry Financial Services
Experience
NYLIFE Securities LLC November 2006 - Present
Legacy Financial Group January 2012 - Present
US Bank 2004 - 2006
King Soopers 1997 - 2004
Skills
Retirement Planning, Investments, Retirement, Small Business, Estate Planning, 401 (k) Rollovers, Asset Protection, Wealth Preservation..., Annuity Sales, CLU, CRPC, CRPS, Insurance, Gifting Strategies, Key person protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., LUTCF, Multi-Generational..., Multi-Generational..., Protection..., Succession Planning, IRAs, 401k, Customer Service, Financial Services, Key Person Protection, Life Insurance, Protection..., Public Speaking, Strategic Financial..., Financial Planning, Financial Advisory
Education
University of Northern Colorado 2000 — 2003
BS, Business Admin
Roosevelt High School 1994 — 2000
NYLIFE Securities LLC November 2006 - Present
Legacy Financial Group January 2012 - Present
US Bank 2004 - 2006
King Soopers 1997 - 2004
Skills
Retirement Planning, Investments, Retirement, Small Business, Estate Planning, 401 (k) Rollovers, Asset Protection, Wealth Preservation..., Annuity Sales, CLU, CRPC, CRPS, Insurance, Gifting Strategies, Key person protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., LUTCF, Multi-Generational..., Multi-Generational..., Protection..., Succession Planning, IRAs, 401k, Customer Service, Financial Services, Key Person Protection, Life Insurance, Protection..., Public Speaking, Strategic Financial..., Financial Planning, Financial Advisory
Education
University of Northern Colorado 2000 — 2003
BS, Business Admin
Roosevelt High School 1994 — 2000
Felicity P. Morris, MSA's Legacy Financial Group Experience June 2010 - August 2010
Job KPMG Tax Associate
Industry Accounting
Experience
KPMG US October 2014 - Present
Bank of America July 2011 - June 2014
College of William and Mary September 2010 - December 2010
Legacy Financial Group June 2010 - August 2010
Boaz and Ruth May 2009 - August 2009
Richard Bland College of the College of William and Mary October 2007 - May 2008
Skills
Accounting, Teamwork, Microsoft Excel, Recruiting, Research, Microsoft Office, Budgets, PowerPoint, Data Analysis, Nonprofits, Management, Public Speaking, Analysis, Finance
Education
Liberty University 2013 — 2014
Master of Science in Accounting, Accounting, 3.75
The College of William and Mary - The Mason School of Business 2009 — 2011
Bachelors in Business Administration, Finance Major; Process Management and Consulting Concentration, 3.4
Richard Bland College of the College of William and Mary 2007 — 2009
Associate of Arts (AA), Business, 3.8
KPMG US October 2014 - Present
Bank of America July 2011 - June 2014
College of William and Mary September 2010 - December 2010
Legacy Financial Group June 2010 - August 2010
Boaz and Ruth May 2009 - August 2009
Richard Bland College of the College of William and Mary October 2007 - May 2008
Skills
Accounting, Teamwork, Microsoft Excel, Recruiting, Research, Microsoft Office, Budgets, PowerPoint, Data Analysis, Nonprofits, Management, Public Speaking, Analysis, Finance
Education
Liberty University 2013 — 2014
Master of Science in Accounting, Accounting, 3.75
The College of William and Mary - The Mason School of Business 2009 — 2011
Bachelors in Business Administration, Finance Major; Process Management and Consulting Concentration, 3.4
Richard Bland College of the College of William and Mary 2007 — 2009
Associate of Arts (AA), Business, 3.8
Travis J. Sousa, CRPC® Travis J. Sousa, CRPC®'s Legacy Financial Group Experience February 2009 - January 2010
Job Financial Consultant
Industry Financial Services
Experience
Citizens Investment Services March 2010 - Present
Legacy Financial Group February 2009 - January 2010
Ameriprise Financial Advisors May 2005 - November 2008
Skills
Retirement Planning, Strategic Financial..., Retirement, Financial Advisory, Mutual Funds, Estate Planning, Fixed Annuities, Life Insurance, 401k, Series 7, Insurance, Asset Allocation, Long-term Care, Disability Insurance, Term Life Insurance, Financial Analysis, 401k Rollovers, IRAs, Whole Life, ETFs, Trust Services, 529 Plans, Variable Annuities, Investment Strategies, Financial Services, Uniform Combined State..., Wealth Management, Financial Planners, Financial Planning
Education
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelors, Finance
Citizens Investment Services March 2010 - Present
Legacy Financial Group February 2009 - January 2010
Ameriprise Financial Advisors May 2005 - November 2008
Skills
Retirement Planning, Strategic Financial..., Retirement, Financial Advisory, Mutual Funds, Estate Planning, Fixed Annuities, Life Insurance, 401k, Series 7, Insurance, Asset Allocation, Long-term Care, Disability Insurance, Term Life Insurance, Financial Analysis, 401k Rollovers, IRAs, Whole Life, ETFs, Trust Services, 529 Plans, Variable Annuities, Investment Strategies, Financial Services, Uniform Combined State..., Wealth Management, Financial Planners, Financial Planning
Education
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelors, Finance
Robert Parisi Robert Parisi's Legacy Financial Group Experience January 2014 - May 2014
Job Accounting Intern at Frick Accountants Limited and Fairway Services Limited
Industry
Experience
Frick Accountants Limited and Fairway Services Limited June 2014 - August 2014
Macky's Bayside Bar & Grill May 2012 - August 2014
Legacy Financial Group January 2014 - May 2014
Self Employed June 2011 - August 2011
Max is Back November 2010 - December 2010
Burgess Steel June 2010 - August 2010
Skills
Teamwork, PowerPoint, Social Networking, Microsoft Excel, Social Media, Microsoft Office, Spreadsheets, Data Analysis, Google Docs, Project Management, Twitter, Access, Event Planning, Final Cut Pro, QuickBooks, Training, Public Speaking, Microsoft Word, Management
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
West Milford High School 2007 — 2011
Frick Accountants Limited and Fairway Services Limited June 2014 - August 2014
Macky's Bayside Bar & Grill May 2012 - August 2014
Legacy Financial Group January 2014 - May 2014
Self Employed June 2011 - August 2011
Max is Back November 2010 - December 2010
Burgess Steel June 2010 - August 2010
Skills
Teamwork, PowerPoint, Social Networking, Microsoft Excel, Social Media, Microsoft Office, Spreadsheets, Data Analysis, Google Docs, Project Management, Twitter, Access, Event Planning, Final Cut Pro, QuickBooks, Training, Public Speaking, Microsoft Word, Management
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
West Milford High School 2007 — 2011
Jeff Jaworski, CFP® Jeff Jaworski, CFP®'s Legacy Financial Group Experience June 1991 - March 2005
Job CoFounder, Triune Financial Partners l Financial Planning | Investment Advisory Planning | Qualified Kingdom Advisor™
Industry Financial Services
Experience
Triune Financial Partners, LLC 2005 - Present
Legacy Financial Group June 1991 - March 2005
Skills
Fee-based Financial..., Cash Flow Management, Retirement Planning, Education Planning, Risk Management, Estate Planning, Charitable Planning, Investment Advisory...
Education
Rockhurst University
B.S. Finance and Economics
Triune Financial Partners, LLC 2005 - Present
Legacy Financial Group June 1991 - March 2005
Skills
Fee-based Financial..., Cash Flow Management, Retirement Planning, Education Planning, Risk Management, Estate Planning, Charitable Planning, Investment Advisory...
Education
Rockhurst University
B.S. Finance and Economics
Donald Rossberg Donald Rossberg's Legacy Financial Group Experience March 2004 - July 2006
Job Lab Engineer at Microsoft
Industry Information Technology and Services
Experience
Microsoft October 2013 - Present
Microsoft October 2012 - October 2013
Dataworks, Inc. April 2009 - December 2012
PhoneFactor April 2012 - September 2012
Advanced Network Solutions Inc. July 2006 - June 2009
Legacy Financial Group March 2004 - July 2006
K.U. Physicians Inc. November 2002 - May 2003
Skills
Network Security, Security, Firewalls, Active Directory, VPN, Windows Server, Servers, Networking, Network Administration, Microsoft Exchange, TCP/IP, Disaster Recovery, Cloud Computing, Network Design, Information Security, Virtualization, Vendor Management, System Administration, Information Technology, Routers, Data Center, IT Management, Wireless Networking, Computer Security, Public Speaking, IT Operations, Team Leadership, IT Service Management, IT Strategy, Managed Services, IT Outsourcing, Powershell, C#
Education
Centriq-Foss 2005 — 2006
IT / Network Management
Johnson County Community College
Entreprenuership, Business, IT, Marketing
Microsoft October 2013 - Present
Microsoft October 2012 - October 2013
Dataworks, Inc. April 2009 - December 2012
PhoneFactor April 2012 - September 2012
Advanced Network Solutions Inc. July 2006 - June 2009
Legacy Financial Group March 2004 - July 2006
K.U. Physicians Inc. November 2002 - May 2003
Skills
Network Security, Security, Firewalls, Active Directory, VPN, Windows Server, Servers, Networking, Network Administration, Microsoft Exchange, TCP/IP, Disaster Recovery, Cloud Computing, Network Design, Information Security, Virtualization, Vendor Management, System Administration, Information Technology, Routers, Data Center, IT Management, Wireless Networking, Computer Security, Public Speaking, IT Operations, Team Leadership, IT Service Management, IT Strategy, Managed Services, IT Outsourcing, Powershell, C#
Education
Centriq-Foss 2005 — 2006
IT / Network Management
Johnson County Community College
Entreprenuership, Business, IT, Marketing
Aaron Fulton, CFP®, MSFS Aaron Fulton, CFP®, MSFS's Legacy Financial Group Experience September 2002 - August 2005
Job Senior Financial Advisor at Honkamp Krueger Financial Services
Industry Financial Services
Experience
Honkamp Krueger Financial Services December 2011 - Present
Fulton Financial Group May 2006 - January 2012
SPIRE Federal Credit Union December 2010 - December 2011
Securities America, Inc. Member FINRA/SIPC October 2009 - December 2011
Granite Financial October 2009 - November 2010
Financial Network Investment Corporation September 2005 - December 2007
Advisornet Financial / Swenson Anderson Financial Group August 2005 - December 2007
Legacy Financial Group September 2002 - August 2005
Education
The American College 2005 — 2008
MSFS, Financial Services
Saint John's University 1997 — 2001
BA, Economics
Academy of Holy Angels
Honkamp Krueger Financial Services December 2011 - Present
Fulton Financial Group May 2006 - January 2012
SPIRE Federal Credit Union December 2010 - December 2011
Securities America, Inc. Member FINRA/SIPC October 2009 - December 2011
Granite Financial October 2009 - November 2010
Financial Network Investment Corporation September 2005 - December 2007
Advisornet Financial / Swenson Anderson Financial Group August 2005 - December 2007
Legacy Financial Group September 2002 - August 2005
Education
The American College 2005 — 2008
MSFS, Financial Services
Saint John's University 1997 — 2001
BA, Economics
Academy of Holy Angels
Dee Austin Internet Marketing Dee Austin Internet Marketing's Legacy Financial Group Experience 1991 - 2000
Job Founder at Legacy Services Group Internet Marketing
Industry Internet
Experience
Legacy Services Group - Internet Marketing 2000 - Present
New Horizons Computer Learning Center 1996 - 2000
Legacy Financial Group 1991 - 2000
Skills
Inside Sales, Internet Marketing, Consultative Selling, Social Media Marketing, Viral Marketing, SEM, Web Marketing
Education
University of Miami - School of Business
BBA, Accounting
Legacy Services Group - Internet Marketing 2000 - Present
New Horizons Computer Learning Center 1996 - 2000
Legacy Financial Group 1991 - 2000
Skills
Inside Sales, Internet Marketing, Consultative Selling, Social Media Marketing, Viral Marketing, SEM, Web Marketing
Education
University of Miami - School of Business
BBA, Accounting
Jack Cutlip Jack Cutlip's Legacy Financial Group Experience February 2010 - February 2013
Job Owner at Realty Resources
Industry Financial Services
Experience
Realty Resources May 1985 - Present
Legacy Financial Group February 2010 - February 2013
Skills
Real Estate and..., Financial Services, 401k, Mortgage Lending, Portfolio Management, Loans, Banking, Credit, Underwriting, Small Business, Financial Modeling, Wealth, Wealth Accumulation, Credit Analysis, Sales, Valuation, Strategic Planning, Customer Service, Financial Reporting, Due Diligence, Corporate Finance
Education
Providence College 1975 — 1979
MBA, Business Administration
Bryant University 1970 — 1974
BS, Business Administration
Realty Resources May 1985 - Present
Legacy Financial Group February 2010 - February 2013
Skills
Real Estate and..., Financial Services, 401k, Mortgage Lending, Portfolio Management, Loans, Banking, Credit, Underwriting, Small Business, Financial Modeling, Wealth, Wealth Accumulation, Credit Analysis, Sales, Valuation, Strategic Planning, Customer Service, Financial Reporting, Due Diligence, Corporate Finance
Education
Providence College 1975 — 1979
MBA, Business Administration
Bryant University 1970 — 1974
BS, Business Administration
Matt Coonley Matt Coonley's Legacy Financial Group Experience May 2013 - Present
Job Partner at Legacy Financial Group
Industry Financial Services
Experience
Legacy Financial Group May 2013 - Present
New York Life Insurance Company September 2012 - Present
Insurance Solutions January 2007 - Present
Integra Telecom January 2012 - September 2012
Skills
Account Management, Term Life Insurance, Insurance, Health Insurance, Sales, Negotiation, Employee Benefits, Cold Calling, New Business Development, Fixed Annuities, Recruiting, Sales Management, Retirement, Financial Services, Disability Insurance, Team Building, Sales Presentations, Customer Retention, Small Business, Direct Sales, Life Insurance, Long-term Care, Estate Planning, Strategic Financial..., Investments, Retirement Planning, Customer Service, Mutual Funds, Whole Life, Underwriting, Series 6, IRAs, Long Term Care Insurance, Financial Analysis, Wealth Management, Universal Life, 401k, Variable Annuities, Brokers, General Insurance, College Savings Plans, Accident, Workers Compensation, Loans, Medicare, 401k Rollovers, Roth IRA
Education
University of Missouri-Columbia 2001 — 2005
BA, Psychology, Political Science
Oakville
Oakville
Legacy Financial Group May 2013 - Present
New York Life Insurance Company September 2012 - Present
Insurance Solutions January 2007 - Present
Integra Telecom January 2012 - September 2012
Skills
Account Management, Term Life Insurance, Insurance, Health Insurance, Sales, Negotiation, Employee Benefits, Cold Calling, New Business Development, Fixed Annuities, Recruiting, Sales Management, Retirement, Financial Services, Disability Insurance, Team Building, Sales Presentations, Customer Retention, Small Business, Direct Sales, Life Insurance, Long-term Care, Estate Planning, Strategic Financial..., Investments, Retirement Planning, Customer Service, Mutual Funds, Whole Life, Underwriting, Series 6, IRAs, Long Term Care Insurance, Financial Analysis, Wealth Management, Universal Life, 401k, Variable Annuities, Brokers, General Insurance, College Savings Plans, Accident, Workers Compensation, Loans, Medicare, 401k Rollovers, Roth IRA
Education
University of Missouri-Columbia 2001 — 2005
BA, Psychology, Political Science
Oakville
Oakville
L. Dale Wicker L. Dale Wicker's Legacy Financial Group Experience January 1998 - August 1999
Job Vice President, Complex Risk Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Financial Firm August 2006 - Present
Morgan Stanley Smith Barney 1999 - Present
Morgan Stanley February 2005 - August 2006
Morgan Stanley February 2001 - February 2005
Morgan Stanley January 2001 - January 2002
Morgan Stanley August 1999 - February 2001
Legacy Financial Group January 1998 - August 1999
UNITED STATES ARMY January 1994 - January 1998
US Army November 1994 - December 1997
Skills
Equities, Leadership, Management, Training, Strategic Planning, Sales, FX Options, Financial Analysis, Financial Services, Account Management
Education
REGENTS COLLEGE
Bachelor of Science, Liberal Arts; Political Science and Asian Studies
Presidio of Monterey / Defense Language Institute 1995 — 1996
Korean, Korean Language
US ARMY INTELLIGENCE SCHOOL
DEFENSE LANGUAGE INSTITUTE
Lyman High School 1986 — 1991
Excelsior College
BS, Liberal Arts (Poli Sci / Asian Studies)
Morgan Stanley Wealth Management August 2013 - Present
Financial Firm August 2006 - Present
Morgan Stanley Smith Barney 1999 - Present
Morgan Stanley February 2005 - August 2006
Morgan Stanley February 2001 - February 2005
Morgan Stanley January 2001 - January 2002
Morgan Stanley August 1999 - February 2001
Legacy Financial Group January 1998 - August 1999
UNITED STATES ARMY January 1994 - January 1998
US Army November 1994 - December 1997
Skills
Equities, Leadership, Management, Training, Strategic Planning, Sales, FX Options, Financial Analysis, Financial Services, Account Management
Education
REGENTS COLLEGE
Bachelor of Science, Liberal Arts; Political Science and Asian Studies
Presidio of Monterey / Defense Language Institute 1995 — 1996
Korean, Korean Language
US ARMY INTELLIGENCE SCHOOL
DEFENSE LANGUAGE INSTITUTE
Lyman High School 1986 — 1991
Excelsior College
BS, Liberal Arts (Poli Sci / Asian Studies)
Darrell Johnson Darrell Johnson's Legacy Financial Group Experience September 1999 - August 2003
Job Sr. Vice President of Sales at iHeartMedia
Industry Marketing and Advertising
Experience
iHeartMedia February 2015 - Present
iHeartMedia January 2012 - February 2015
Clear Channel Radio May 2006 - December 2011
Clear Channel Radio August 2003 - May 2006
Legacy Financial Group September 1999 - August 2003
Root Communications / Waitt Media February 1997 - August 1999
Styles Broadcasting January 1992 - February 1997
Bay 96 - WRBA-FM October 1988 - December 1991
Skills
Radio Advertising, Advertising, Broadcast, Media Buying, Radio, Radio Promotions, Digital Media, Advertising Sales, Social Networking, Integrated Marketing, Social Media Marketing, Sales, Digital Marketing, Online Advertising, Sponsorship, Media Planning, Mobile Marketing, Online Marketing, Television, Facebook
Education
Temple Christian High School - Dallas, TX 1981 — 1985
Gulf Coast Community College
iHeartMedia February 2015 - Present
iHeartMedia January 2012 - February 2015
Clear Channel Radio May 2006 - December 2011
Clear Channel Radio August 2003 - May 2006
Legacy Financial Group September 1999 - August 2003
Root Communications / Waitt Media February 1997 - August 1999
Styles Broadcasting January 1992 - February 1997
Bay 96 - WRBA-FM October 1988 - December 1991
Skills
Radio Advertising, Advertising, Broadcast, Media Buying, Radio, Radio Promotions, Digital Media, Advertising Sales, Social Networking, Integrated Marketing, Social Media Marketing, Sales, Digital Marketing, Online Advertising, Sponsorship, Media Planning, Mobile Marketing, Online Marketing, Television, Facebook
Education
Temple Christian High School - Dallas, TX 1981 — 1985
Gulf Coast Community College
Jeffrey Tudas, CFP®'s Legacy Financial Group Experience April 2002 - July 2006
Job Owner at Summit Wealth Advisors, LLC
Industry Financial Services
Experience
Summit Wealth Advisors, LLC August 2006 - Present
Legacy Financial Group April 2002 - July 2006
Nalco June 1979 - June 2001
Skills
Series 7, Investments, Strategic Financial..., Securities, Financial Advisory, Financial Services, Wealth, Investment Management, Finance, Retirement Planning, Wealth Management, Financial Analysis, Financial Modeling, Mutual Funds, Equities, Asset Management, Private Equity, Financial Planning
Education
Purdue University 1975 — 1979
BS, Chemical Engineering
Summit Wealth Advisors, LLC August 2006 - Present
Legacy Financial Group April 2002 - July 2006
Nalco June 1979 - June 2001
Skills
Series 7, Investments, Strategic Financial..., Securities, Financial Advisory, Financial Services, Wealth, Investment Management, Finance, Retirement Planning, Wealth Management, Financial Analysis, Financial Modeling, Mutual Funds, Equities, Asset Management, Private Equity, Financial Planning
Education
Purdue University 1975 — 1979
BS, Chemical Engineering
Farid Hanov Farid Hanov's Legacy Financial Group Experience 2005 - 2007
Job Life Sales Consultant at Target Insurance, Producer Advocate
Industry Financial Services
Experience
Target Insurance June 2015 - Present
High Pointe Financial Group April 2011 - May 2015
Legacy Financial Group 2005 - 2007
Henry Wurst Incorporated 2001 - 2002
Education
Missouri State University 1999 — 2000
MBA, Finance, General
Polytechnic University of Karaganda 1988 — 1993
Bachelor of Science, Mechanical Engineering
Target Insurance June 2015 - Present
High Pointe Financial Group April 2011 - May 2015
Legacy Financial Group 2005 - 2007
Henry Wurst Incorporated 2001 - 2002
Education
Missouri State University 1999 — 2000
MBA, Finance, General
Polytechnic University of Karaganda 1988 — 1993
Bachelor of Science, Mechanical Engineering
Roseanna Dillon Roseanna Dillon's Legacy Financial Group Experience May 2001 - July 2008
Job Business Manager at Twin Financial, Inc
Industry Investment Management
Experience
Twin Financial, Inc July 2008 - Present
Legacy Financial Group May 2001 - July 2008
Skills
Microsoft Office, Office Management, Customer Service, Microsoft Word, Microsoft Excel, Administrative..., PowerPoint, Insurance, Marketing, Financial Planning, Strategic Planning, Disability Insurance, Payroll, Sales, Team Building, Leadership, Financial Services
Education
Metropolitan Community College-Maple Woods 1993 — 1995
Associate of Arts (A.A.), Business Administration and Management, General, b
Twin Financial, Inc July 2008 - Present
Legacy Financial Group May 2001 - July 2008
Skills
Microsoft Office, Office Management, Customer Service, Microsoft Word, Microsoft Excel, Administrative..., PowerPoint, Insurance, Marketing, Financial Planning, Strategic Planning, Disability Insurance, Payroll, Sales, Team Building, Leadership, Financial Services
Education
Metropolitan Community College-Maple Woods 1993 — 1995
Associate of Arts (A.A.), Business Administration and Management, General, b
Peter Pisarri Peter Pisarri's Legacy Financial Group Experience January 1995 - May 1998
Job VP of Sales at Sales Rampage Inc.
Industry Professional Training & Coaching
Experience
Sales Rampage Inc. 2010 - Present
Golf Sophisticate September 2006 - Present
Alliance Performance Systems Inc January 2000 - 2014
Legacy Financial Group January 1995 - May 1998
Skills
Sales, Strategy, Strategic Planning, Team Building, Management, Marketing Strategy, Sales Management, Leadership Development, Marketing, Consulting, Training, New Business Development, Customer Service, Business Strategy, Business Planning, Merchandising, Public Speaking, Selling, Sales Process, Pharmaceutical Sales, Sports, Start-ups, Cross-functional Team..., Program Management, Team Leadership, Management Consulting, Advertising, Business Coaching, Project Management, Organizational..., Business Development, Management Development, Sales Operations, Managed Care, Salesforce.com, Healthcare, Executive Coaching, Account Management, Change Management, Apparel, CRM
Education
University of Florida - Warrington College Of Business
Bachelor's degree, Finance
Sales Rampage Inc. 2010 - Present
Golf Sophisticate September 2006 - Present
Alliance Performance Systems Inc January 2000 - 2014
Legacy Financial Group January 1995 - May 1998
Skills
Sales, Strategy, Strategic Planning, Team Building, Management, Marketing Strategy, Sales Management, Leadership Development, Marketing, Consulting, Training, New Business Development, Customer Service, Business Strategy, Business Planning, Merchandising, Public Speaking, Selling, Sales Process, Pharmaceutical Sales, Sports, Start-ups, Cross-functional Team..., Program Management, Team Leadership, Management Consulting, Advertising, Business Coaching, Project Management, Organizational..., Business Development, Management Development, Sales Operations, Managed Care, Salesforce.com, Healthcare, Executive Coaching, Account Management, Change Management, Apparel, CRM
Education
University of Florida - Warrington College Of Business
Bachelor's degree, Finance
Elizabeth Seelig Elizabeth Seelig's Legacy Financial Group Experience 2003 - 2007
Job Independent Consultant at Rodan + Fields Dermatologists
Industry Health, Wellness and Fitness
Experience
Rodan + Fields Dermatologists November 2012 - Present
Persona 2007 - 2009
Legacy Financial Group 2003 - 2007
Skills
Facials, Waxing, Skin Care, Skin Care Products, Microsoft Word, Microsoft Excel, Windows Vista, Windows 7, Product Marketing
Education
Johnson County Community College 2000 — 2001
Certificate, Esthetics
Rodan + Fields Dermatologists November 2012 - Present
Persona 2007 - 2009
Legacy Financial Group 2003 - 2007
Skills
Facials, Waxing, Skin Care, Skin Care Products, Microsoft Word, Microsoft Excel, Windows Vista, Windows 7, Product Marketing
Education
Johnson County Community College 2000 — 2001
Certificate, Esthetics
Audrey Navarro's Legacy Financial Group Experience 2000 - 2002
Job Managing Partner at Clemons Real Estate
Industry Commercial Real Estate
Experience
Clemons Real Estate January 2015 - Present
Kessinger/Hunter & CO 2003 - February 2015
Government Capital 2002 - 2003
Legacy Financial Group 2000 - 2002
Education
Rockhurst University 2001 — 2003
MBA, Entrepreneurship
Rockhurst University 1996 — 2000
BA, Education
Shawnee Mission East
Clemons Real Estate January 2015 - Present
Kessinger/Hunter & CO 2003 - February 2015
Government Capital 2002 - 2003
Legacy Financial Group 2000 - 2002
Education
Rockhurst University 2001 — 2003
MBA, Entrepreneurship
Rockhurst University 1996 — 2000
BA, Education
Shawnee Mission East
Rhonda Kletter's Legacy Financial Group Experience October 2012 - Present
Job Marketing Asst. at Legacy Financial Group
Industry Internet
Experience
Legacy Financial Group October 2012 - Present
n/a October 2010 - October 2012
Brown-Forman Corp. August 2007 - October 2010
LG&E & KU March 1992 - December 2000
Skills
Windows Office Suite, Creative/PR Writing, Administration, Budget Management, Media Relations, Social Media, Travel Planning, Special Events
Education
University of Louisville 1987 — 1990
BS, Marketing
Eastern Kentucky University 1978 — 1980
Associate of Arts, Business
Legacy Financial Group October 2012 - Present
n/a October 2010 - October 2012
Brown-Forman Corp. August 2007 - October 2010
LG&E & KU March 1992 - December 2000
Skills
Windows Office Suite, Creative/PR Writing, Administration, Budget Management, Media Relations, Social Media, Travel Planning, Special Events
Education
University of Louisville 1987 — 1990
BS, Marketing
Eastern Kentucky University 1978 — 1980
Associate of Arts, Business
mike navizy mike navizy's Legacy Financial Group Experience July 2005 - Present
Job financial planner at Legacy Group
Industry Insurance
Experience
Legacy Financial Group July 2005 - Present
AAA Auto Club November 2004 - June 2005
Holody Estate Planning October 2003 - October 2004
Bankers Life & Casualty April 1995 - September 2003
Skills
Insurance, Annuities, Long Term Care, Health Insurance, Annuity, Customer Relations, Sales Management, Customer Service, Microsoft Office, Estate Planning, Financial Planning, Term Life Insurance, Word, Excel, Fixed Annuities, Strategic Financial..., Retirement, Microsoft Word, Leadership, Life Insurance, Long-term Care, Variable Annuities, IRAs, Investments, Microsoft Excel, Long Term Care Insurance, Retirement Planning, Finance, Sales, Series 6, Financial Planners, Wealth Accumulation
Education
University of Connecticut 1991 — 1994
B.S, Communications
University of Connecticut
B.S. Degree, Communications
Legacy Financial Group July 2005 - Present
AAA Auto Club November 2004 - June 2005
Holody Estate Planning October 2003 - October 2004
Bankers Life & Casualty April 1995 - September 2003
Skills
Insurance, Annuities, Long Term Care, Health Insurance, Annuity, Customer Relations, Sales Management, Customer Service, Microsoft Office, Estate Planning, Financial Planning, Term Life Insurance, Word, Excel, Fixed Annuities, Strategic Financial..., Retirement, Microsoft Word, Leadership, Life Insurance, Long-term Care, Variable Annuities, IRAs, Investments, Microsoft Excel, Long Term Care Insurance, Retirement Planning, Finance, Sales, Series 6, Financial Planners, Wealth Accumulation
Education
University of Connecticut 1991 — 1994
B.S, Communications
University of Connecticut
B.S. Degree, Communications
William Streff William Streff's Legacy Financial Group Experience December 2007 - November 2008
Job Vice President at Iron Horse Wealth Management
Industry Financial Services
Experience
Iron Horse Wealth Management October 2013 - Present
VW Advisors December 2008 - October 2013
Legacy Financial Group December 2007 - November 2008
Iowa Association of Electric Cooperatives January 1996 - December 2007
Principal Financial Group June 1986 - December 1995
Skills
Certified Financial..., Certified Employee...
Education
Briar Cliff University 1982 — 1986
B.A., Business
Iron Horse Wealth Management October 2013 - Present
VW Advisors December 2008 - October 2013
Legacy Financial Group December 2007 - November 2008
Iowa Association of Electric Cooperatives January 1996 - December 2007
Principal Financial Group June 1986 - December 1995
Skills
Certified Financial..., Certified Employee...
Education
Briar Cliff University 1982 — 1986
B.A., Business
Mark Coholan Mark Coholan's Legacy Financial Group Experience March 2011 - January 2012
Job Sales Engineer at Brookfield Engineering Labs, Inc.
Industry Machinery
Experience
Brookfield Engineering Labs, Inc. March 2012 - Present
Legacy Financial Group March 2011 - January 2012
Nye Lubricants, Inc. May 2001 - January 2011
Carr Separations 1995 - 2001
Bird Machine Company 1989 - 1995
Skills
Product Marketing, Microsoft Office, Lean Manufacturing, Negotiation, Process Engineering, Engineering Management, Key Account Management, Manufacturing, Product Development, Engineering, Sales, Filtration, New Business Development, Polymers, Supply Chain Management, Customer Service, Project Management, R&D, Business Development, International Sales, Marketing Strategy, Product Management, Team Leadership, Root Cause Analysis, Continuous Improvement, Strategic Planning, Sales Management, International Business, Cross-functional Team..., Microsoft Excel, Process Improvement
Education
Northeastern University 1970 — 1975
BS, Biology
Brookfield Engineering Labs, Inc. March 2012 - Present
Legacy Financial Group March 2011 - January 2012
Nye Lubricants, Inc. May 2001 - January 2011
Carr Separations 1995 - 2001
Bird Machine Company 1989 - 1995
Skills
Product Marketing, Microsoft Office, Lean Manufacturing, Negotiation, Process Engineering, Engineering Management, Key Account Management, Manufacturing, Product Development, Engineering, Sales, Filtration, New Business Development, Polymers, Supply Chain Management, Customer Service, Project Management, R&D, Business Development, International Sales, Marketing Strategy, Product Management, Team Leadership, Root Cause Analysis, Continuous Improvement, Strategic Planning, Sales Management, International Business, Cross-functional Team..., Microsoft Excel, Process Improvement
Education
Northeastern University 1970 — 1975
BS, Biology
Larry H Miranda, MBA, ChFC, CLU's Legacy Financial Group Experience 2008 - July 2011
Job Loan Officer at Embrace Home Loans nmls 2184
Industry Banking
Experience
Embrace Home Loans - nmls 2184 June 2011 - Present
Legacy Financial Group 2008 - July 2011
Larry H. Miranda Insurance & Financial Services December 2007 - June 2011
ACC Capital Holdings 1999 - 2006
RLR Realty and E+L Realty 1987 - 2000
Compass Bank 1993 - 1998
Prudential Insurance 1984 - 1993
Bristol Community College May 1984 - May 1988
Skills
Mortgage Lending, Credit
Education
Babson College 1983 — 1988
MBA, Entrepreneurship, Finance
Babson College 1979 — 1982
BS, Accounting
Embrace Home Loans - nmls 2184 June 2011 - Present
Legacy Financial Group 2008 - July 2011
Larry H. Miranda Insurance & Financial Services December 2007 - June 2011
ACC Capital Holdings 1999 - 2006
RLR Realty and E+L Realty 1987 - 2000
Compass Bank 1993 - 1998
Prudential Insurance 1984 - 1993
Bristol Community College May 1984 - May 1988
Skills
Mortgage Lending, Credit
Education
Babson College 1983 — 1988
MBA, Entrepreneurship, Finance
Babson College 1979 — 1982
BS, Accounting
Ghezal Omar's Legacy Financial Group Experience June 2007 - Present
Job Financial Consultant
Industry Financial Services
Experience
Legacy Financial Group June 2007 - Present
Education
California State University-East Bay 1996 — 2001
Legacy Financial Group June 2007 - Present
Education
California State University-East Bay 1996 — 2001
Kenda Collins-Giron's Legacy Financial Group Experience Business Systems ManagerIntel Corporation1995 - 2002
Job Owner, Legacy Financial Group
Industry Financial Services
Experience
Legacy Financial Group Business Systems ManagerIntel Corporation1995 - 2002
Skills
Program Management, Manufacturing, Semiconductors, SPC, Cross-functional Team...
Education
The University of New Mexico - Robert O. Anderson School of Management 1991 — 1995
Legacy Financial Group Business Systems ManagerIntel Corporation1995 - 2002
Skills
Program Management, Manufacturing, Semiconductors, SPC, Cross-functional Team...
Education
The University of New Mexico - Robert O. Anderson School of Management 1991 — 1995
K. Wade Carpenter, CFP®, ChFC, CLU, AIF's Legacy Financial Group Experience October 1992 - August 2006
Job Partner at Summit Wealth Advisors, LLC
Industry Financial Services
Experience
Summit Wealth Advisors, LLC August 2006 - Present
UCM Foundation Board 2012 - 2013
UCM Foundation 2011 - 2013
Legacy Financial Group October 1992 - August 2006
Skills
Strategic Financial..., Retirement Planning, Financial Advisory, Disability Insurance, Investments, Wealth Management, Estate Planning, Financial Services, Securities, Financial Planners, Wealth, Finance
Education
University of Central Missouri 1984 — 1989
BSBA, Business Administration/Marketing
Summit Wealth Advisors, LLC August 2006 - Present
UCM Foundation Board 2012 - 2013
UCM Foundation 2011 - 2013
Legacy Financial Group October 1992 - August 2006
Skills
Strategic Financial..., Retirement Planning, Financial Advisory, Disability Insurance, Investments, Wealth Management, Estate Planning, Financial Services, Securities, Financial Planners, Wealth, Finance
Education
University of Central Missouri 1984 — 1989
BSBA, Business Administration/Marketing
Justin Keeling's Legacy Financial Group Experience September 2007 - January 2014
Job CERTIFIED FINANCIAL PLANNER Professional (CFP) Enrolled Agent (EA)
Industry Financial Services
Experience
Community Tax & Financial Planning January 2014 - Present
Legacy Financial Group September 2007 - January 2014
Legacy Tax Group July 2011 - January 2014
creative financial designs, Inc. November 1997 - September 2007
Skills
Insurance, Risk Management, Mutual Funds, Life Insurance, Wealth Management, Investments, Strategic Financial..., Finance, Retirement Planning, Series 7, Tax Preparation, Payroll, Bookkeeping
Education
Purdue University 1994 — 1998
Bachelor's degree, Financial Planning
Community Tax & Financial Planning January 2014 - Present
Legacy Financial Group September 2007 - January 2014
Legacy Tax Group July 2011 - January 2014
creative financial designs, Inc. November 1997 - September 2007
Skills
Insurance, Risk Management, Mutual Funds, Life Insurance, Wealth Management, Investments, Strategic Financial..., Finance, Retirement Planning, Series 7, Tax Preparation, Payroll, Bookkeeping
Education
Purdue University 1994 — 1998
Bachelor's degree, Financial Planning
Brent Kimm's Legacy Financial Group Experience 2007 - Present
Job Owner, Legacy Financial Group
Industry Insurance
Experience
Legacy Financial Group 2007 - Present
North Liberty Development 2009 - Present
A+ Accounting Services January 2008 - October 2014
Financial Services of Iowa 2002 - 2006
Education
University of Northern Iowa 1990 — 1995
BA, Finance
Legacy Financial Group 2007 - Present
North Liberty Development 2009 - Present
A+ Accounting Services January 2008 - October 2014
Financial Services of Iowa 2002 - 2006
Education
University of Northern Iowa 1990 — 1995
BA, Finance
Vince Dean, Jr.'s Legacy Financial Group Experience July 2005 - October 2005
Job EVP
Industry Insurance
Experience
TDH Insurance January 2014 - Present
Creative Marketing November 2005 - July 2013
Legacy Financial Group July 2005 - October 2005
Skills
Fixed Annuities, Insurance, Life Insurance, Financial Services, Universal Life, Estate Planning, Marketing, Term Life Insurance, Whole Life, Retirement, Retirement Planning, Sales, Long-term Care, Account Management, Finance, Disability Insurance, Strategic Planning, New Business Development
Education
Baker University 2007 — 2009
Business Management
The University of Kansas 2000 — 2005
Shawnee Mission East High School 1995 — 1999
Diploma
Brookwood Elementary
TDH Insurance January 2014 - Present
Creative Marketing November 2005 - July 2013
Legacy Financial Group July 2005 - October 2005
Skills
Fixed Annuities, Insurance, Life Insurance, Financial Services, Universal Life, Estate Planning, Marketing, Term Life Insurance, Whole Life, Retirement, Retirement Planning, Sales, Long-term Care, Account Management, Finance, Disability Insurance, Strategic Planning, New Business Development
Education
Baker University 2007 — 2009
Business Management
The University of Kansas 2000 — 2005
Shawnee Mission East High School 1995 — 1999
Diploma
Brookwood Elementary
Haldor F. H. Harms's Legacy Financial Group Experience 2001 - 2002
Job Classic Floors & Design Center
Industry Construction
Experience
Classic Floors & Design Center August 2012 - Present
Integrity Interiors, Inc. May 2002 - August 2012
Legacy Financial Group 2001 - 2002
Skills
Change Orders, Flooring, Negotiation, Strategic Planning, New Business Development, Budgets, Marketing, Contract Negotiation, Sales Management, Sales, Financial Analysis, Customer Service, Builders, Microsoft Excel, Residential Homes, Team Building, Pricing, Cold Calling, Contractors, Account Management
Education
Kansas State University 2002 — 2003
Business Administration
Johnson County Community College 1998 — 2000
Associates in Business, Business Administration
Blue Valley Northwest
Classic Floors & Design Center August 2012 - Present
Integrity Interiors, Inc. May 2002 - August 2012
Legacy Financial Group 2001 - 2002
Skills
Change Orders, Flooring, Negotiation, Strategic Planning, New Business Development, Budgets, Marketing, Contract Negotiation, Sales Management, Sales, Financial Analysis, Customer Service, Builders, Microsoft Excel, Residential Homes, Team Building, Pricing, Cold Calling, Contractors, Account Management
Education
Kansas State University 2002 — 2003
Business Administration
Johnson County Community College 1998 — 2000
Associates in Business, Business Administration
Blue Valley Northwest
Jessica Baker's Legacy Financial Group Experience January 1999 - January 2001
Job Assistant Manager at SS&C Technologies
Industry Financial Services
Experience
SS&C GlobeOp January 2008 - Present
SS&C Technologies January 2008 - October 2014
Charter Oak Insurance and Financial Services Co January 2004 - January 2007
Drescher Insurance Agency January 2003 - January 2004
Financial Group of CT, Inc January 2001 - January 2003
Legacy Financial Group January 1999 - January 2001
Skills
Hedge Funds, Alternative Investments, Equities, Private Equity, Bloomberg Terminal, Asset Managment, Financial Modeling, Finance, Mutual Funds, Management, Investments, Portfolio Management, Securities
Education
Central Connecticut State University
Finance; Insurance and Risk Management
SS&C GlobeOp January 2008 - Present
SS&C Technologies January 2008 - October 2014
Charter Oak Insurance and Financial Services Co January 2004 - January 2007
Drescher Insurance Agency January 2003 - January 2004
Financial Group of CT, Inc January 2001 - January 2003
Legacy Financial Group January 1999 - January 2001
Skills
Hedge Funds, Alternative Investments, Equities, Private Equity, Bloomberg Terminal, Asset Managment, Financial Modeling, Finance, Mutual Funds, Management, Investments, Portfolio Management, Securities
Education
Central Connecticut State University
Finance; Insurance and Risk Management
John Paul Mulligan's Legacy Financial Group Experience October 2004 - October 2005
Job Bankers Select Account Executive at Bank of America
Industry Financial Services
Experience
Bank of America April 2009 - Present
Countrywide Correspondent Lending October 2005 - 2009
Legacy Financial Group October 2004 - October 2005
Education
Texas A&M University-Commerce 1999 — 2004
BA/MBA, Finance/Marketing
Bank of America April 2009 - Present
Countrywide Correspondent Lending October 2005 - 2009
Legacy Financial Group October 2004 - October 2005
Education
Texas A&M University-Commerce 1999 — 2004
BA/MBA, Finance/Marketing
Ryan La Salle's Legacy Financial Group Experience December 2007 - January 2009
Job Sales Executive at MTG Disposal, LLC
Industry Transportation/Trucking/Railroad
Experience
MTG Disposal, LLC September 2009 - Present
MassMutual December 2007 - January 2009
Legacy Financial Group December 2007 - January 2009
Allied Home Mortgage 2004 - 2006
Skills
Construction, Transportation, Residential Homes, Recycling, Customer Service, Life Insurance, Financial Analysis, Retirement Planning, Microsoft Excel, Commercial Real Estate, Cold Calling, Microsoft Office, Budgets, Sales, Strategic Planning, Sales Management, Account Management, Financial Reporting, Team Building, Microsoft Word
Education
Bryant University 1998 — 2005
Yes, Financial Services
La Salle Academy 1996 — 1998
General Studies
MTG Disposal, LLC September 2009 - Present
MassMutual December 2007 - January 2009
Legacy Financial Group December 2007 - January 2009
Allied Home Mortgage 2004 - 2006
Skills
Construction, Transportation, Residential Homes, Recycling, Customer Service, Life Insurance, Financial Analysis, Retirement Planning, Microsoft Excel, Commercial Real Estate, Cold Calling, Microsoft Office, Budgets, Sales, Strategic Planning, Sales Management, Account Management, Financial Reporting, Team Building, Microsoft Word
Education
Bryant University 1998 — 2005
Yes, Financial Services
La Salle Academy 1996 — 1998
General Studies
Erica Mayfield's Legacy Financial Group Experience April 2001 - August 2005
Job at Bike Dubz Incorporated
Industry Logistics and Supply Chain
Experience
Strategic Business Intelligence Group February 2008 - Present
Bike Dubz Incorporated December 2006 - December 2008
Efinity Insurance Company May 2008 - November 2008
International Profit Association November 2007 - February 2008
FAIM Economic Development Corporation June 2006 - August 2007
Cameron Lee Michaels Fine Homes August 2005 - February 2006
Legacy Financial Group April 2001 - August 2005
Education
Prairie View A&M University 1997 — 2004
BBA, Finance
Strategic Business Intelligence Group February 2008 - Present
Bike Dubz Incorporated December 2006 - December 2008
Efinity Insurance Company May 2008 - November 2008
International Profit Association November 2007 - February 2008
FAIM Economic Development Corporation June 2006 - August 2007
Cameron Lee Michaels Fine Homes August 2005 - February 2006
Legacy Financial Group April 2001 - August 2005
Education
Prairie View A&M University 1997 — 2004
BBA, Finance
Joe Zamoiski's Legacy Financial Group Experience May 1999 - February 2004
Job VP and Sales Manager at 1st Portfolio Lending
Industry Financial Services
Experience
1st Portfolio Lending April 2013 - Present
First Heritage Mortgage February 2004 - April 2013
JAJA Group 2005 - 2010
Legacy Financial Group May 1999 - February 2004
Washington Sports & Entertainment 1995 - 1998
Washington Capitals/Washington Sports & Entertainment 1995 - 1998
Skills
VA loans, Construction Loans, Refinance, Reverse Mortgages, FHA, Mortgage Lending, FHA financing, Mortgage Banking, USDA, Residential Mortgages, Mortgage Servicing, Government Loans, Loans, Real Estate Financing, Loan Origination, Mortgage Underwriting, Real Estate Transactions, Certified Mortgage..., Jumbo Mortgage, Credit, First Time Home Buyers, Mortgage Marketing, HUD, Sales, Underwriting, Commercial Mortgages, Credit Analysis, Investment Properties, Foreclosures, Title Insurance, Investors, FHA Financing
Education
Boston University 1991 — 1995
Hospitality Administration, Business
Boston University 1991 — 1995
Bachelor's degree
1st Portfolio Lending April 2013 - Present
First Heritage Mortgage February 2004 - April 2013
JAJA Group 2005 - 2010
Legacy Financial Group May 1999 - February 2004
Washington Sports & Entertainment 1995 - 1998
Washington Capitals/Washington Sports & Entertainment 1995 - 1998
Skills
VA loans, Construction Loans, Refinance, Reverse Mortgages, FHA, Mortgage Lending, FHA financing, Mortgage Banking, USDA, Residential Mortgages, Mortgage Servicing, Government Loans, Loans, Real Estate Financing, Loan Origination, Mortgage Underwriting, Real Estate Transactions, Certified Mortgage..., Jumbo Mortgage, Credit, First Time Home Buyers, Mortgage Marketing, HUD, Sales, Underwriting, Commercial Mortgages, Credit Analysis, Investment Properties, Foreclosures, Title Insurance, Investors, FHA Financing
Education
Boston University 1991 — 1995
Hospitality Administration, Business
Boston University 1991 — 1995
Bachelor's degree
Chistopher Fisk's Legacy Financial Group Experience September 1998 - September 2000
Job Vice President General Manager at Acculube
Industry Wholesale
Experience
Acculube November 2001 - Present
Fidelity Investments October 2000 - October 2001
Legacy Financial Group September 1998 - September 2000
Skills
Inventory Management, New Business Development, Sales Management, Marketing Strategy, Strategic Planning, Investments, Sales, Manufacturing, Business Development, Leadership, Contract Negotiation, Strategy, Team Building, Management, Negotiation, Product Development, Account Management, Marketing, Operations Management, Process Improvement, Finance, Project Management, Sales Operations
Education
Wright State University 2011 — 2013
Master of Business Administration (MBA), Innovation and Change
Purdue University - Krannert School of Management 1994 — 1998
BS, Business, Economics, Organizational Behavior
Acculube November 2001 - Present
Fidelity Investments October 2000 - October 2001
Legacy Financial Group September 1998 - September 2000
Skills
Inventory Management, New Business Development, Sales Management, Marketing Strategy, Strategic Planning, Investments, Sales, Manufacturing, Business Development, Leadership, Contract Negotiation, Strategy, Team Building, Management, Negotiation, Product Development, Account Management, Marketing, Operations Management, Process Improvement, Finance, Project Management, Sales Operations
Education
Wright State University 2011 — 2013
Master of Business Administration (MBA), Innovation and Change
Purdue University - Krannert School of Management 1994 — 1998
BS, Business, Economics, Organizational Behavior
Blake Stanley, CFP's Legacy Financial Group Experience January 2007 - December 2008
Job Partner at Legacy Group
Industry Investment Management
Experience
Legacy Group January 2009 - Present
Legacy Financial Group January 2007 - December 2008
Legacy Benefits Group, INC. January 2006 - December 2006
Skills
Asset Managment, Retirement Planning, Risk Management, Succession Planning, Wealth Management, Investments, Portfolio Management, Equities, Estate Planning, Business Tax Planning, Personal Tax Planning, Small Business, Asset Management, Strategic Financial..., Wealth, Strategic Planning, Mergers & Acquisitions, Insurance
Education
University of Missouri-Kansas City 2000 — 2005
B.A., History
Legacy Group January 2009 - Present
Legacy Financial Group January 2007 - December 2008
Legacy Benefits Group, INC. January 2006 - December 2006
Skills
Asset Managment, Retirement Planning, Risk Management, Succession Planning, Wealth Management, Investments, Portfolio Management, Equities, Estate Planning, Business Tax Planning, Personal Tax Planning, Small Business, Asset Management, Strategic Financial..., Wealth, Strategic Planning, Mergers & Acquisitions, Insurance
Education
University of Missouri-Kansas City 2000 — 2005
B.A., History
Roger S. Marks, CLU, ChFC, MSFS, CFP's Legacy Financial Group Experience December 1976 - Present
Job Owner, Legacy Financial Group
Industry Financial Services
Experience
Legacy Financial Group December 1976 - Present
MassMutual Financial Group December 1976 - Present
Skills
Insurance, 401k, Finance, Long Term Care Insurance, Life Insurance, Securities, Wealth Management, Investments, Estate Planning, Retirement, Leadership, Retirement Planning, Disability Insurance, Sales, Series 7, Strategic Planning
Education
Texas Tech University - Rawls College of Business 1971 — 1975
BBA, Business
Legacy Financial Group December 1976 - Present
MassMutual Financial Group December 1976 - Present
Skills
Insurance, 401k, Finance, Long Term Care Insurance, Life Insurance, Securities, Wealth Management, Investments, Estate Planning, Retirement, Leadership, Retirement Planning, Disability Insurance, Sales, Series 7, Strategic Planning
Education
Texas Tech University - Rawls College of Business 1971 — 1975
BBA, Business
Iris Porush, AAMS®'s Legacy Financial Group Experience 2009 - Present
Job Financial Advisor at Legacy Financial Group Williamsburg, VA
Industry Financial Services
Experience
Legacy Financial Group - An Independent Firm May 2009 - Present
Legacy Financial Group 2009 - Present
Morgan Stanley 2005 - 2009
Legg Mason 2005 - 2005
Benschoten and Carter Insurance Agency 1998 - 2005
Skills
Securities, Investments, Strategic Financial..., Retirement Planning, Long Term Care Insurance, Life Insurance, Variable Annuities, Fixed Annuities, Debt Management, Portfolio Management
Education
The Masters School
Union College
Bachelor's degree
Legacy Financial Group - An Independent Firm May 2009 - Present
Legacy Financial Group 2009 - Present
Morgan Stanley 2005 - 2009
Legg Mason 2005 - 2005
Benschoten and Carter Insurance Agency 1998 - 2005
Skills
Securities, Investments, Strategic Financial..., Retirement Planning, Long Term Care Insurance, Life Insurance, Variable Annuities, Fixed Annuities, Debt Management, Portfolio Management
Education
The Masters School
Union College
Bachelor's degree
David Fein's Legacy Financial Group Experience September 2002 - Present
Job VP of Secondary Marketing at Legacy Financial Group
Industry Financial Services
Experience
Legacy Financial Group September 2002 - Present
Education
Texas Christian University 1998 — 2000
Masters of Business Administration, Corporate Finance
Texas Tech University 1994 — 1998
Bachelor of Science, Finance
Legacy Financial Group September 2002 - Present
Education
Texas Christian University 1998 — 2000
Masters of Business Administration, Corporate Finance
Texas Tech University 1994 — 1998
Bachelor of Science, Finance
Scott Girvan's Legacy Financial Group Experience July 2011 - January 2013
Job Associate Consultant at Utegration, Inc
Industry Financial Services
Experience
Utegration, Inc January 2014 - Present
Legacy Financial Group July 2011 - January 2013
Farm Bureau Financial Services January 2008 - July 2011
Skills
Microsoft Office, SharePoint, Quality Center, Sales, Salesforce.com, Business Analysis, Business Intelligence, Business Process, Project Management
Education
Bellevue University 2012 — 2013
Marketing
Utegration, Inc January 2014 - Present
Legacy Financial Group July 2011 - January 2013
Farm Bureau Financial Services January 2008 - July 2011
Skills
Microsoft Office, SharePoint, Quality Center, Sales, Salesforce.com, Business Analysis, Business Intelligence, Business Process, Project Management
Education
Bellevue University 2012 — 2013
Marketing
Emily Winter's Legacy Financial Group Experience September 2007 - Present
Job Registered Representative at Legacy Financial Group
Industry Financial Services
Experience
Legacy Financial Group September 2007 - Present
Education
University of Evansville
Legacy Financial Group September 2007 - Present
Education
University of Evansville
Frank Rapini's Legacy Financial Group Experience
Job Financial planner at Legacy Financial Group
Industry Investment Management
Experience
Legacy Financial Group
Skills
Wealth Management, Investment Advisory, Investments, Strategic Financial..., Estate Planning, Financial Advisory, Retirement, Wealth, Series 7, Portfolio Management, Fixed Annuities, Financial Planners, Securities, Asset Management
Education
Canisius College
BS Finance, finance
Legacy Financial Group
Skills
Wealth Management, Investment Advisory, Investments, Strategic Financial..., Estate Planning, Financial Advisory, Retirement, Wealth, Series 7, Portfolio Management, Fixed Annuities, Financial Planners, Securities, Asset Management
Education
Canisius College
BS Finance, finance