Legacy Financial Partners
Address: 75 Lane Rd #405, Fairfield, NJ 07004 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (862) 702-3500: Place name: Website: : Category: : : : : Website: http://www.legacyfinpartners.net/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Legacy Financial Partners LLC Posting publicly on the Web Write a review Reviews Be the first to review
Legacy Financial Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Legacy Financial Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Legacy Financial Partners Employees
Bonnell Aluminum March 2013 - June 2015
AACOA a division of Bonnell August 2010 - March 2013
Legacy Financial Partners April 2009 - October 2010
National City Bank August 2008 - April 2009
Skills
Project Management, Sales Management, New Business Development, Sales, Finance, Operations Management, Customer Service, Investments, Customer Retention, Negotiation, Coaching, CRM, Budgets, Strategic Planning, Management, Manufacturing, Team Building, Continuous Improvement
Education
Indiana University South Bend 2007 — 2008
Bachelors, Finance
Edgmont Metallic Pigment Inc. February 2006 - Present
Equal Diagostics September 2004 - February 2006
LEGACY FINANCIAL PARTNERS March 2004 - July 2004
LINEN AND THINGS, DOWNIGTOWN, PA 5/2003 TO 9/2003 May 2003 - September 2003
SOVEREIN BANK, THORNDALE, PA 9/2002 TO 1/2003 September 2002 - January 2003
WAWA FOOD MARKETS, WAWA, PA 6/93 TO 1/2002 June 1993 - January 2002
WAWA FOOD MARKETS, WAWA, PA 6/93 TO 1/2002 April 1996 - March 1999
WAWA FOOD MARKETS, WAWA, PA 6/93 TO 1/2002 June 1993 - April 1996
Skills
Office Management, Customer Satisfaction, Customer Experience, Customer Support, Long-term Customer..., Invoice Processing, Accounts..., Product Ordering, Ordering Office Supplies, Microsoft Applications, Travel Planning, Customer Oriented, Management, Budgets, Invoicing, Payroll, Marketing, Team Building, Customer Service, Microsoft Excel, Time Management, Project Management
Education
Penn State University 1991 — 1993
Mitchell College 1990 — 1990
Legacy Financial Partners, LLC January 2015 - Present
Aflac Insurance June 2006 - Present
Supplemental Solutions LLC July 2006 - Present
Legacy Financial Partners 2006 - 2015
Legacy Financial Partners 2006 - 2015
Legacy Financial Partners 2006 - 2015
Skills
Whole Life, Term Life Insurance, Disability Insurance, Cafeteria Plans, Accident, Health Insurance, Accident Insurance, Universal Life, Critical Illness, Vision Insurance, Life Insurance, Health Savings Accounts, Insurance, Brokers, Underwriting, Benefits Administration, Employee Benefits, Umbrella Insurance, Claims Management, Property & Casualty..., Retirement, Long-term Care, Fixed Annuities, Professional Liability, Medicare, Workers Compensation, Commercial Insurance, Small Business, Claim, General Insurance, Liability, Financial Planners, Casualty, Dentistry, Commercial Lines
Education
University of Louisiana at Lafayette 2000 — 2004
Master of Business Administration (MBA), Health/Health Care Administration/Management
University of Louisiana at Lafayette 1996 — 2000
Bachelor's of Science, Secondary Education - English
Legacy Financial Partners July 2010 - Present
Sports Lab, LLC May 2007 - Present
Keller Williams Realty August 2004 - Present
Education
Central Michigan University 1987 — 1992
Bachelor of Business Administration (BBA), Marketing and Communications
Capstone Capital, LLC. April 2015 - Present
Legacy Financial Partners July 2011 - April 2015
BBVA Compass December 2005 - March 2011
UAB Green and Gold Fund August 2007 - August 2008
AmSouth Bank April 2003 - December 2005
Skills
Loans, Credit Analysis, Commercial Lending, Portfolio Management, Refinance, Finance, Commercial Mortgages, Credit, Banking
Education
University of Alabama at Birmingham 2005 — 2008
MBA, Finance
Auburn University, College of Business 1998 — 2002
Bachelor of Science, Finance
Legacy Financial Partners November 2012 - Present
Arizona State University 2005 - 2011
Regional Economic Research November 2000 - October 2002
Education
New Mexico State University 2003 — 2005
Master of Arts (M.A.), Political Science and Government
New Mexico State University 1999 — 2000
Master of Arts (MA), Economics
New Mexico State University 1995 — 1999
Bachelor of Arts (BA), Philosophy
Wealth Development Strategies, LLC September 2013 - Present
BBVA Compass Investment Solutions January 2011 - February 2013
Legacy Financial Partners September 2009 - January 2011
The Guardian Life Insurance Company of America September 2009 - January 2011
BBVA Compass August 2005 - September 2009
Smith Barney June 2000 - July 2005
Wells Fargo Investments 1995 - 2001
Skills
Series 7, Series 24, Series 63
Education
Oklahoma State University 1981 — 1983
BA, Management Science and Computer Programming
Syracuse University
Legacy Financial Partners 2011 - Present
JME Financial, L.L.C. September 2007 - Present
Toastmasters International 2011 - 2012
American Express August 2002 - September 2007
The Bank of Bloomfield Hills-The Private Bank 1989 - 2002
Comerica Bank July 1981 - October 1989
Skills
Administration, Customer Service, Compliance, Operations, Banking, Retirement Planning, Life insurance, various Annuities, Strategic Financial..., Fixed Annuities, System Administration, Life Insurance, Small Business, Coaching, Social Networking, Retirement, Employee Benefits, Financial Services, Long-term Care, 401k, IRAs
Education
Macomb Community College 1978 — 1980
Associates of Applied Science, Legal Studies
Bishop Gallagher
Guardian Angels
Guardian Angels
Roseville