Legacy Financial Services
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Legacy Financial Services Employees
Employee
Years
Job
Industry
Patsy Stockton Patsy Stockton's Legacy Financial Services Experience January 2006 - July 2009
Job President at Patsy's Accounting Services
Industry Accounting
Experience
Patsy's Accounting Services, LLC August 2009 - Present
Legacy Financial Services January 2006 - July 2009
Phil Long Dealerships January 1992 - December 2006
Skills
Full-Charge Bookkeeping, Research, Bookkeeping, Microsoft Office, General Ledger, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Titles, Data Entry, Accounting, Accounts Payable, Accounts Receivable, Payroll, QuickBooks, Account Reconciliation, Finance, Budgets, Financial Accounting, Small Business
Education
Golden High School
The University of New Mexico
Arapahoe Community College
Patsy's Accounting Services, LLC August 2009 - Present
Legacy Financial Services January 2006 - July 2009
Phil Long Dealerships January 1992 - December 2006
Skills
Full-Charge Bookkeeping, Research, Bookkeeping, Microsoft Office, General Ledger, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Titles, Data Entry, Accounting, Accounts Payable, Accounts Receivable, Payroll, QuickBooks, Account Reconciliation, Finance, Budgets, Financial Accounting, Small Business
Education
Golden High School
The University of New Mexico
Arapahoe Community College
Larry Qvistgaard Larry Qvistgaard's Legacy Financial Services Experience April 1994 - July 2007
Job Managing Director at Atlantic Financial Group
Industry Financial Services
Experience
Atlantic Financial Group May 2013 - Present
Cambridge Investment Research May 2013 - Present
Medallion Financial Distributors January 2009 - Present
SMC Advisory Network, LLC December 2012 - July 2013
Multi Financial Securities Corp July 2007 - December 2012
Legacy Financial Services April 1994 - July 2007
Regan Holding Corp. January 1990 - January 1994
Skills
Business Development, Branch Management, Recruiting, Financial Planning, Financial Advisory, Retirement Income..., Asset Allocation, Investments, Insurance, 401k, 401k Rollovers, IRAs, Retirement Planning, Wealth Management, Fixed Annuities, Mutual Funds
Education
University of California, Berkeley 1983 — 1985
BA, Legal Studies
Pacific Lutheran University 1981 — 1983
Legal Studies, General
San Rafael High School 1977 — 1981
High School
Atlantic Financial Group May 2013 - Present
Cambridge Investment Research May 2013 - Present
Medallion Financial Distributors January 2009 - Present
SMC Advisory Network, LLC December 2012 - July 2013
Multi Financial Securities Corp July 2007 - December 2012
Legacy Financial Services April 1994 - July 2007
Regan Holding Corp. January 1990 - January 1994
Skills
Business Development, Branch Management, Recruiting, Financial Planning, Financial Advisory, Retirement Income..., Asset Allocation, Investments, Insurance, 401k, 401k Rollovers, IRAs, Retirement Planning, Wealth Management, Fixed Annuities, Mutual Funds
Education
University of California, Berkeley 1983 — 1985
BA, Legal Studies
Pacific Lutheran University 1981 — 1983
Legal Studies, General
San Rafael High School 1977 — 1981
High School
Chet Hogenson Chet Hogenson's Legacy Financial Services Experience April 2002 - September 2004
Job Regional Vice President Sales at ITA Group
Industry Management Consulting
Experience
ITA Group, Inc. September 2014 - Present
ITA Group, Inc. January 2014 - September 2014
ITAGroup January 2011 - January 2014
ITAGroup September 2008 - January 2011
Marsh February 2005 - September 2008
Legacy Financial Services April 2002 - September 2004
Skills
B2B, Product Marketing, Customer Relations, Team Building, Market Planning, Salesforce.com, Direct Marketing, Consultative Selling, Database Marketing, B2B Marketing, Account Management, Marketing Strategy, New Business Development, Marketing Communications, Segmentation, Key Account Management, Business Strategy, Strategic Planning, Direct Sales, Direct Mail, Strategy Development, Business Planning, Product Development, Team Leadership, Marketing Management, Integrated Marketing, Building Relationships, Cloud Computing, Web Applications, Solution Selling, Relationship Management, P&L Management, P&L Responsibility, Conflict Resolution, Cloud Applications, Strategic Partnerships, Insurance, Association Marketing, Leadership Development, Strategic Consulting, Performance Improvement, Cross Selling, Selling Skills, Integrated Marketing..., Revenue & Profit Growth, Exceed Sales Goals, Voluntary Employee...
Education
University of Denver - Daniels College of Business 2002 — 2004
MBA, Customized
Drake University 2010 — 2010
Certificate, Executive Leadership Development
Luther College 1995 — 1999
BA, Management, Minor, Economics
Washington High School
ITA Group, Inc. September 2014 - Present
ITA Group, Inc. January 2014 - September 2014
ITAGroup January 2011 - January 2014
ITAGroup September 2008 - January 2011
Marsh February 2005 - September 2008
Legacy Financial Services April 2002 - September 2004
Skills
B2B, Product Marketing, Customer Relations, Team Building, Market Planning, Salesforce.com, Direct Marketing, Consultative Selling, Database Marketing, B2B Marketing, Account Management, Marketing Strategy, New Business Development, Marketing Communications, Segmentation, Key Account Management, Business Strategy, Strategic Planning, Direct Sales, Direct Mail, Strategy Development, Business Planning, Product Development, Team Leadership, Marketing Management, Integrated Marketing, Building Relationships, Cloud Computing, Web Applications, Solution Selling, Relationship Management, P&L Management, P&L Responsibility, Conflict Resolution, Cloud Applications, Strategic Partnerships, Insurance, Association Marketing, Leadership Development, Strategic Consulting, Performance Improvement, Cross Selling, Selling Skills, Integrated Marketing..., Revenue & Profit Growth, Exceed Sales Goals, Voluntary Employee...
Education
University of Denver - Daniels College of Business 2002 — 2004
MBA, Customized
Drake University 2010 — 2010
Certificate, Executive Leadership Development
Luther College 1995 — 1999
BA, Management, Minor, Economics
Washington High School
Joe Gass Joe Gass's Legacy Financial Services Experience January 1997 - October 2003
Job CEO and Investment Executive at Asset Protection Strategies Group, Inc.
Industry Financial Services
Experience
Asset Protection Strategies Group, Inc. November 2003 - Present
Cetera Advisors LLC 2007 - 2014
Legacy Financial Services January 1997 - October 2003
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Asset Management, Retirement Planning, Retirement Income..., Personal Financial..., Investment Management, Asset Allocation, Alternative Investments, Independent Advisor, Estate Planning, Income Distribution, Retirement, Financial Services, Securities
Education
Sonoma State University 1996 — 2000
Bachelor of Science (BS), Finance, General
Asset Protection Strategies Group, Inc. November 2003 - Present
Cetera Advisors LLC 2007 - 2014
Legacy Financial Services January 1997 - October 2003
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Asset Management, Retirement Planning, Retirement Income..., Personal Financial..., Investment Management, Asset Allocation, Alternative Investments, Independent Advisor, Estate Planning, Income Distribution, Retirement, Financial Services, Securities
Education
Sonoma State University 1996 — 2000
Bachelor of Science (BS), Finance, General
Lynette Sisemore Lynette Sisemore's Legacy Financial Services Experience October 2000 - October 2003
Job Accounting Manager at PACE Supply Corporation
Industry Accounting
Experience
PACE Supply Corporation July 2013 - Present
Rosenthal & Co June 2008 - August 2010
Coastland Civil Engineering April 2006 - April 2007
Homecomings Financial Services October 2003 - March 2005
Legacy Financial Services October 2000 - October 2003
Skills
Managerial Finance, Team Building, Business Intelligence, Leadership, QuickBooks
Education
Sonoma State University 2012 — 2013
MBA, Masters in Business Administration, 3.74
Sonoma State University
B.S, Business Administration; Accounting
PACE Supply Corporation July 2013 - Present
Rosenthal & Co June 2008 - August 2010
Coastland Civil Engineering April 2006 - April 2007
Homecomings Financial Services October 2003 - March 2005
Legacy Financial Services October 2000 - October 2003
Skills
Managerial Finance, Team Building, Business Intelligence, Leadership, QuickBooks
Education
Sonoma State University 2012 — 2013
MBA, Masters in Business Administration, 3.74
Sonoma State University
B.S, Business Administration; Accounting
Marilin Dunsmore Marilin Dunsmore's Legacy Financial Services Experience 2007 - 2007
Job Collections Patient Account Representative at Fresenius Medical Care
Industry Hospital & Health Care
Experience
Fresenius Medical Care July 2013 - Present
Cape Fear Valley Health System January 2013 - May 2013
St. Joseph Health System 2007 - 2008
Legacy Financial Services 2007 - 2007
Skills
Medical Terminology, Medical Billing, CPT, Medical Records, Filing, Healthcare, HIPAA, Hospitals, Data Entry, Medical Coding, ICD-9
Education
Fayetteville Technical Community College 2008 — 2013
Associate's degree, Medical Office Administration
Fresenius Medical Care July 2013 - Present
Cape Fear Valley Health System January 2013 - May 2013
St. Joseph Health System 2007 - 2008
Legacy Financial Services 2007 - 2007
Skills
Medical Terminology, Medical Billing, CPT, Medical Records, Filing, Healthcare, HIPAA, Hospitals, Data Entry, Medical Coding, ICD-9
Education
Fayetteville Technical Community College 2008 — 2013
Associate's degree, Medical Office Administration
Richard Noah Richard Noah's Legacy Financial Services Experience June 1989 - Present
Job CFP® at Legacy Financial Services
Industry Financial Services
Experience
Legacy Financial Services June 1989 - Present
Education
Buena Vista University 1985 — 1989
BS, Business Management
Legacy Financial Services June 1989 - Present
Education
Buena Vista University 1985 — 1989
BS, Business Management
Morgan Wainwright's Legacy Financial Services Experience October 2006 - May 2009
Job Owner at Furniture Facelift
Industry Executive Office
Experience
Furniture Facelift July 2014 - Present
Advanced Endodontics October 2010 - February 2011
Legacy Financial Services October 2006 - May 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, English, Microsoft Word, Customer Service, Windows, Outlook, Project Management, Social Media, Event Planning, Sales, Management, Marketing, Advertising, Social Media Marketing, Craft Services
Education
Northwestern Michigan College
Furniture Facelift July 2014 - Present
Advanced Endodontics October 2010 - February 2011
Legacy Financial Services October 2006 - May 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, English, Microsoft Word, Customer Service, Windows, Outlook, Project Management, Social Media, Event Planning, Sales, Management, Marketing, Advertising, Social Media Marketing, Craft Services
Education
Northwestern Michigan College
Josh Hoper's Legacy Financial Services Experience September 1998 - October 1999
Job Work in progress...
Industry Management Consulting
Experience
Profit Pros 2015 - Present
ABS Fargo November 2013 - Present
Summit Group Software March 2009 - February 2012
Summit Group Software March 2006 - February 2012
Microsoft Corp. April 2003 - March 2006
Great Plains Software, Inc. January 2000 - April 2003
Legacy Financial Services September 1998 - October 1999
The Southwestern Company May 1994 - September 1998
Skills
Windows 7, CRM, Microsoft CRM, Team Building, Project Planning, Strategic Leadership, Business Analysis, Project Management, SharePoint, Microsoft Dynamics, Leadership, Management, Software Implementation, Team Management, Product Management, Great Plains Software, Integration, Program Management, Strategy, Training, Business Development, Pre-sales, Business Networking, Volunteering, Professional Services, Team Leadership, ERP, Enterprise Software, Software Project..., Consulting, IT Strategy, Cloud Computing, Business Intelligence, Start-ups, Customer Satisfaction, Business Process, Business Process..., Solution Selling
Education
The University of North Dakota 1991 — 1995
B.S., Major, Natural Sciences - Minor, Psychology
Beulah Public School 1987 — 1991
Profit Pros 2015 - Present
ABS Fargo November 2013 - Present
Summit Group Software March 2009 - February 2012
Summit Group Software March 2006 - February 2012
Microsoft Corp. April 2003 - March 2006
Great Plains Software, Inc. January 2000 - April 2003
Legacy Financial Services September 1998 - October 1999
The Southwestern Company May 1994 - September 1998
Skills
Windows 7, CRM, Microsoft CRM, Team Building, Project Planning, Strategic Leadership, Business Analysis, Project Management, SharePoint, Microsoft Dynamics, Leadership, Management, Software Implementation, Team Management, Product Management, Great Plains Software, Integration, Program Management, Strategy, Training, Business Development, Pre-sales, Business Networking, Volunteering, Professional Services, Team Leadership, ERP, Enterprise Software, Software Project..., Consulting, IT Strategy, Cloud Computing, Business Intelligence, Start-ups, Customer Satisfaction, Business Process, Business Process..., Solution Selling
Education
The University of North Dakota 1991 — 1995
B.S., Major, Natural Sciences - Minor, Psychology
Beulah Public School 1987 — 1991
Walter Guertin Walter Guertin's Legacy Financial Services Experience 1993 - 1997
Job Personal Financial Planner at First Financial Trust
Industry Financial Services
Experience
First Financial Trust 1997 - Present
Legacy Financial Services 1993 - 1997
Federal Home Loan Bank of Boston 1974 - 1992
Price Waterhouse 1971 - 1974
Worcester Telegram & Gazette June 1967 - August 1967
Skills
Finance, Banking, Estate Planning, Financial Analysis, Retirement, Tax, Start-ups, Investments, Financial Services, Auditing
Education
Rutgers, The State University of New Jersey-Newark 1970 — 1971
MBA, Accounting
College of the Holy Cross 1964 — 1968
AB, Economics
First Financial Trust 1997 - Present
Legacy Financial Services 1993 - 1997
Federal Home Loan Bank of Boston 1974 - 1992
Price Waterhouse 1971 - 1974
Worcester Telegram & Gazette June 1967 - August 1967
Skills
Finance, Banking, Estate Planning, Financial Analysis, Retirement, Tax, Start-ups, Investments, Financial Services, Auditing
Education
Rutgers, The State University of New Jersey-Newark 1970 — 1971
MBA, Accounting
College of the Holy Cross 1964 — 1968
AB, Economics
Curtis Crawford's Legacy Financial Services Experience September 2010 - February 2012
Job Devoted New York Life Agent helping families in the Greater Nashville Area
Industry Insurance
Experience
New York Life Insurance Company September 2014 - Present
JBrantFilms January 2011 - Present
Sherwin-Williams Paints May 2012 - October 2014
Legacy Financial Services September 2010 - February 2012
A Guy With A Mower March 2009 - September 2010
Tennessee Dixie Youth, Boys, and Majors June 2004 - September 2010
Skills
Time Management, Direct Sales, Problem Solving, Building Relationships, Business Networking, Customer Satisfaction, Insurance, Protection Planning, Risk Management
Education
Middle Tennessee State University 2005 — 2009
Bachelor of Business, Management
Greenbrier High School 2001 — 2005
Austin Peay State University
Austin Peay State University
New York Life Insurance Company September 2014 - Present
JBrantFilms January 2011 - Present
Sherwin-Williams Paints May 2012 - October 2014
Legacy Financial Services September 2010 - February 2012
A Guy With A Mower March 2009 - September 2010
Tennessee Dixie Youth, Boys, and Majors June 2004 - September 2010
Skills
Time Management, Direct Sales, Problem Solving, Building Relationships, Business Networking, Customer Satisfaction, Insurance, Protection Planning, Risk Management
Education
Middle Tennessee State University 2005 — 2009
Bachelor of Business, Management
Greenbrier High School 2001 — 2005
Austin Peay State University
Austin Peay State University
Alex Avilez Alex Avilez's Legacy Financial Services Experience 2010 - 2012
Job REAL ESTATE BROKER
Industry Real Estate
Experience
RE/MAX Leaders Real Estate December 2014 - Present
REAL ESTATE HEAVEN October 2010 - March 2013
Legacy Financial Services 2010 - 2012
Legacy Full Circle Financial & Insurance Services March 2010 - September 2011
Del Mar Lending 2008 - 2009
Skills
REO, Short Sales, First Time Home Buyers, Sellers, Real Estate, Foreclosures, Investment Properties, Residential Homes, Property Management, FHA, Investors, HUD, Mortgage Lending, Single Family Homes, Rentals
Education
American Career College-Los Angeles 1990 — 1992
Associate of Science (A.S.), Pharmacy
RE/MAX Leaders Real Estate December 2014 - Present
REAL ESTATE HEAVEN October 2010 - March 2013
Legacy Financial Services 2010 - 2012
Legacy Full Circle Financial & Insurance Services March 2010 - September 2011
Del Mar Lending 2008 - 2009
Skills
REO, Short Sales, First Time Home Buyers, Sellers, Real Estate, Foreclosures, Investment Properties, Residential Homes, Property Management, FHA, Investors, HUD, Mortgage Lending, Single Family Homes, Rentals
Education
American Career College-Los Angeles 1990 — 1992
Associate of Science (A.S.), Pharmacy
Rhonda Perkins's Legacy Financial Services Experience September 2012 - March 2013
Job Sales Associate at Hallmark
Industry Financial Services
Experience
Hallmark April 2015 - Present
Legacy Financial Services September 2012 - March 2013
Brown-Forman August 2007 - October 2010
Skills
Interactive Marketing, Special event planning, Project Management, Marketing, Social Media Marketing, Marketing Communications, Advertising, Market Research, Public Relations, Social Media, Event Management, Brand Management, Market Planning, Integrated Marketing, Brand Development
Education
University of Louisville 1986 — 2000
Bachelor's Degree, Marketing
Eastern Kentucky University 1978 — 1980
Associate's degree, Business Administration and Management, General
Hallmark April 2015 - Present
Legacy Financial Services September 2012 - March 2013
Brown-Forman August 2007 - October 2010
Skills
Interactive Marketing, Special event planning, Project Management, Marketing, Social Media Marketing, Marketing Communications, Advertising, Market Research, Public Relations, Social Media, Event Management, Brand Management, Market Planning, Integrated Marketing, Brand Development
Education
University of Louisville 1986 — 2000
Bachelor's Degree, Marketing
Eastern Kentucky University 1978 — 1980
Associate's degree, Business Administration and Management, General
Angela Jamar Angela Jamar's Legacy Financial Services Experience 1995 - 2005
Job Chief Compliance Officer/Office Manager at JL Schneider & Associates
Industry Financial Services
Experience
JL Schneider & Associates May 2015 - Present
GBS Financial Corporation October 2005 - February 2014
Legacy Financial Services 1995 - 2005
Legacy Marketing Group 1995 - 1996
Skills
Compliance Audits, Advertising/Sales..., Customer Service, Microsoft Office, Insurance, Strategic Planning, Leadership, Financial Planning, Sales, Microsoft Excel, Project Management, Financial Services, Personal Finance
Education
Sonoma State University 1989 — 1990
BA, Liberal Studies - Elementary Ed
Humboldt State University 1987 — 1989
JL Schneider & Associates May 2015 - Present
GBS Financial Corporation October 2005 - February 2014
Legacy Financial Services 1995 - 2005
Legacy Marketing Group 1995 - 1996
Skills
Compliance Audits, Advertising/Sales..., Customer Service, Microsoft Office, Insurance, Strategic Planning, Leadership, Financial Planning, Sales, Microsoft Excel, Project Management, Financial Services, Personal Finance
Education
Sonoma State University 1989 — 1990
BA, Liberal Studies - Elementary Ed
Humboldt State University 1987 — 1989
Bradley Plotkin Bradley Plotkin's Legacy Financial Services Experience July 2004 - July 2006
Job Business Manager at Apple
Industry Telecommunications
Experience
Apple January 2015 - Present
Sony Mobile Communications July 2014 - January 2015
Express Stores, LLC - T-Mobile TPR December 2013 - June 2014
T-Mobile July 2012 - August 2013
T-Mobile August 2008 - July 2012
T-Mobile April 2002 - August 2008
Legacy Financial Services July 2004 - July 2006
Cellular Warehouse June 2001 - May 2002
Skills
Sales Operations, Wireless, Customer Retention, Customer Experience, Sales Management, Telecommunications, Direct Sales, Management, Hiring, Retail, Leadership, B2B, Recruiting, Cellular Communications, Business Development, Mobile Devices, Strategy, Forecasting, Outside Sales, Team Building, P&L Management, Sales, Team Leadership, Training, Cross-functional Team..., Solution Selling
Education
University of Maryland - Robert H. Smith School of Business 1997 — 2001
BS, Marketing/Finance
Apple January 2015 - Present
Sony Mobile Communications July 2014 - January 2015
Express Stores, LLC - T-Mobile TPR December 2013 - June 2014
T-Mobile July 2012 - August 2013
T-Mobile August 2008 - July 2012
T-Mobile April 2002 - August 2008
Legacy Financial Services July 2004 - July 2006
Cellular Warehouse June 2001 - May 2002
Skills
Sales Operations, Wireless, Customer Retention, Customer Experience, Sales Management, Telecommunications, Direct Sales, Management, Hiring, Retail, Leadership, B2B, Recruiting, Cellular Communications, Business Development, Mobile Devices, Strategy, Forecasting, Outside Sales, Team Building, P&L Management, Sales, Team Leadership, Training, Cross-functional Team..., Solution Selling
Education
University of Maryland - Robert H. Smith School of Business 1997 — 2001
BS, Marketing/Finance
Desiree M. Wilson, MBA's Legacy Financial Services Experience Financial PlannerLegacy Financial Planning, Inc.June 2006 - Present
Job Founder, Legacy Financial Planning, Inc and The Legacy Corporation
Industry Financial Services
Experience
Legacy Financial Services Financial PlannerLegacy Financial Planning, Inc.June 2006 - Present
Education
California Lutheran University 2005 — 2007
MBA, Financial Planning
Legacy Financial Services Financial PlannerLegacy Financial Planning, Inc.June 2006 - Present
Education
California Lutheran University 2005 — 2007
MBA, Financial Planning
Jean Ferretti's Legacy Financial Services Experience September 2005 - August 2007
Job Sr. Accountant at Flowmaster (Driven Performance Brands)
Industry Automotive
Experience
Cyan, Inc. March 2011 - September 2012
Codding Steel Frame Solutions August 2007 - March 2011
Legacy Financial Services September 2005 - August 2007
Summit State Bank July 1998 - September 2005
Farella Braun and Martel 1986 - 1989
Skills
Fixed Asset Management, Consolidated Financial..., Monthly Closing, Corporate Budgeting, Budget Reconciliation
Education
San Francisco State University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Cyan, Inc. March 2011 - September 2012
Codding Steel Frame Solutions August 2007 - March 2011
Legacy Financial Services September 2005 - August 2007
Summit State Bank July 1998 - September 2005
Farella Braun and Martel 1986 - 1989
Skills
Fixed Asset Management, Consolidated Financial..., Monthly Closing, Corporate Budgeting, Budget Reconciliation
Education
San Francisco State University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Erin Hooten's Legacy Financial Services Experience 2006 - 2007
Job Compliance Officer at Essex National Securities, LLC
Industry Financial Services
Experience
Essex National Securities, LLC October 2014 - Present
Cetera Advisor Networks September 2007 - October 2014
BAR Financial, LLC September 2007 - October 2014
Legacy Financial Services 2006 - 2007
Morgan Stanley June 2005 - April 2006
Education
University of California, Davis 1999 — 2001
BA, Spanish and Italian
Universita di Padova 1998 — 1998
Italian
UC Riverside 1996 — 1997
General Studies
Essex National Securities, LLC October 2014 - Present
Cetera Advisor Networks September 2007 - October 2014
BAR Financial, LLC September 2007 - October 2014
Legacy Financial Services 2006 - 2007
Morgan Stanley June 2005 - April 2006
Education
University of California, Davis 1999 — 2001
BA, Spanish and Italian
Universita di Padova 1998 — 1998
Italian
UC Riverside 1996 — 1997
General Studies
Beverly Eagle Rogers's Legacy Financial Services Experience August 2000 - Present
Job Regional Sales Leader/Recruiter, Destiny Financial Services
Industry Insurance
Experience
Legacy Financial Services August 2000 - Present
Family Heritage Life 2000 - 2011
Skills
Cold Calling, Insurance, Direct Sales, Sales Management, Employee Benefits, Health Insurance, Sales Presentations, Sales, Selling Skills, Sales Process, Life Insurance, New Business Development, Leadership, Management, Sales Operations, Training, Team Building, Selling
Education
Brenau University 1994 — 1996
Master of Business Administration (MBA), Business Administration, Management and Operations
University of North Carolina at Chapel Hill 1973 — 1977
Bachelor's degree, Mathematics
Refeshing Bible College
Doctor of Divinity, Ministry
Legacy Financial Services August 2000 - Present
Family Heritage Life 2000 - 2011
Skills
Cold Calling, Insurance, Direct Sales, Sales Management, Employee Benefits, Health Insurance, Sales Presentations, Sales, Selling Skills, Sales Process, Life Insurance, New Business Development, Leadership, Management, Sales Operations, Training, Team Building, Selling
Education
Brenau University 1994 — 1996
Master of Business Administration (MBA), Business Administration, Management and Operations
University of North Carolina at Chapel Hill 1973 — 1977
Bachelor's degree, Mathematics
Refeshing Bible College
Doctor of Divinity, Ministry
Dave Falkenberg's Legacy Financial Services Experience October 2005 - February 2008
Job Advertising Exec with SHINE 99 Radio
Industry Broadcast Media
Experience
Kaspar Broadcasting - SHINE 99 February 2008 - Present
Legacy Financial Services October 2005 - February 2008
Education
Taylor University 1994 — 1998
Kaspar Broadcasting - SHINE 99 February 2008 - Present
Legacy Financial Services October 2005 - February 2008
Education
Taylor University 1994 — 1998
Sean Rivas's Legacy Financial Services Experience January 2006 - Present
Job Independent Agent at Legacy Financial Services
Industry Insurance
Experience
Legacy Financial Services January 2006 - Present
Southwestern Company 2003 - 2006
Education
University of Georgia - Terry College of Business 2001 — 2004
Legacy Financial Services January 2006 - Present
Southwestern Company 2003 - 2006
Education
University of Georgia - Terry College of Business 2001 — 2004
Joe Miramonti's Legacy Financial Services Experience January 2007 - December 2009
Job Investor and Entrepreneur
Industry Investment Management
Experience
Fedora Investment Partners, LLC May 2009 - Present
Legacy Financial Services January 2007 - December 2009
Procter & Gamble June 1992 - February 2006
Skills
Product Development, Cross-functional Team..., Business Strategy, Consumer Products, Strategy, Financial Modeling, R&D, Process Engineering, Competitive Analysis, Management, Equities, Investments, Marketing, Valuation, Private Equity, Start-ups, Portfolio Management, Business Planning, Venture Capital, Corporate Development
Education
The University of Chicago Booth School of Business 1996 — 2003
MBA, Finance, Strategic Management
Purdue University 1988 — 1992
BS - ChE, Chemical Engineering
IOI Bootcamp
Value-Based Option Investing
Fedora Investment Partners, LLC May 2009 - Present
Legacy Financial Services January 2007 - December 2009
Procter & Gamble June 1992 - February 2006
Skills
Product Development, Cross-functional Team..., Business Strategy, Consumer Products, Strategy, Financial Modeling, R&D, Process Engineering, Competitive Analysis, Management, Equities, Investments, Marketing, Valuation, Private Equity, Start-ups, Portfolio Management, Business Planning, Venture Capital, Corporate Development
Education
The University of Chicago Booth School of Business 1996 — 2003
MBA, Finance, Strategic Management
Purdue University 1988 — 1992
BS - ChE, Chemical Engineering
IOI Bootcamp
Value-Based Option Investing
James Ashcroft-CEBS,CFP(R)'s Legacy Financial Services Experience 2011 - 2013
Job PPACAIn Person Counselor/Navigator
Industry Human Resources
Experience
Charitable Orgs. 2008 - Present
DuPage County Health Department 2014 - 2015
AIM-CIL 2013 - 2014
Legacy Financial Services 2011 - 2013
Datair Employee Benefit Systems, Inc 2001 - 2008
Joseph/Anthony and Associates 1999 - 2000
Chicago Trust Co. 1997 - 1998
ICMA Retirement Corporation 1992 - 1997
Skills
Employee Benefits, ERISA, 401k, Defined Contribution, Regulatory Requirements, Retirement Planning, Pensions, CRM, Certified Financial..., Affordable Care Act, Health Insurance, Client Relations Skills, Vendor Management, Account Acquisitions, Account Retention, Private Sector, Public Sector, Government Reporting, Investment Portfolio..., Asset Allocation, Personal Financial..., Financial Ed, Wealth Preservation..., Oral & Written..., Defined Contribution..., Income Protection, IRAs, 457 Plans, Consulting, Health & Welfare..., Annuities, Mutual, Investment Strategies, Consultative Sales..., Investment Selection, Healthcare Reform, Public and Private..., Volunteering
Education
College for Financial Planning
CFP(R)-Personal Financial Planning
Health Insurance Marketplace-Indep Study
Certificate of Completion-In Person Assistance Pers. Curriculum, Patient Protection and Affordable Care Act-Health Ins
Illinois State University
B.S, Psychology/Business Admin
University of Pennsylvania - The Wharton School
CEBS-Employee Benefits
Charitable Orgs. 2008 - Present
DuPage County Health Department 2014 - 2015
AIM-CIL 2013 - 2014
Legacy Financial Services 2011 - 2013
Datair Employee Benefit Systems, Inc 2001 - 2008
Joseph/Anthony and Associates 1999 - 2000
Chicago Trust Co. 1997 - 1998
ICMA Retirement Corporation 1992 - 1997
Skills
Employee Benefits, ERISA, 401k, Defined Contribution, Regulatory Requirements, Retirement Planning, Pensions, CRM, Certified Financial..., Affordable Care Act, Health Insurance, Client Relations Skills, Vendor Management, Account Acquisitions, Account Retention, Private Sector, Public Sector, Government Reporting, Investment Portfolio..., Asset Allocation, Personal Financial..., Financial Ed, Wealth Preservation..., Oral & Written..., Defined Contribution..., Income Protection, IRAs, 457 Plans, Consulting, Health & Welfare..., Annuities, Mutual, Investment Strategies, Consultative Sales..., Investment Selection, Healthcare Reform, Public and Private..., Volunteering
Education
College for Financial Planning
CFP(R)-Personal Financial Planning
Health Insurance Marketplace-Indep Study
Certificate of Completion-In Person Assistance Pers. Curriculum, Patient Protection and Affordable Care Act-Health Ins
Illinois State University
B.S, Psychology/Business Admin
University of Pennsylvania - The Wharton School
CEBS-Employee Benefits
Ann Marie Foley's Legacy Financial Services Experience October 1995 - July 2007
Job Managing Director & Chief Compliance Officer
Industry Financial Services
Experience
The Presidio Group LLC September 2010 - Present
Advisors Compliance Solutions June 2009 - December 2014
CircleUp December 2012 - May 2014
Gordian Compliance Solutions, LLC May 2013 - October 2013
Protected Investors of America November 2009 - May 2010
Securities America January 2009 - June 2009
Brecek & Young July 2007 - June 2009
Legacy Financial Services October 1995 - July 2007
Skills
Securities, Investments, Due Diligence, FINRA, Hedge Funds, Wealth Management, Private Equity, Investment Advisory, Asset Management, Investment Banking
Education
State University of New York at Oswego 1978 — 1982
BS, Business Administration
St. John Neumann
The Presidio Group LLC September 2010 - Present
Advisors Compliance Solutions June 2009 - December 2014
CircleUp December 2012 - May 2014
Gordian Compliance Solutions, LLC May 2013 - October 2013
Protected Investors of America November 2009 - May 2010
Securities America January 2009 - June 2009
Brecek & Young July 2007 - June 2009
Legacy Financial Services October 1995 - July 2007
Skills
Securities, Investments, Due Diligence, FINRA, Hedge Funds, Wealth Management, Private Equity, Investment Advisory, Asset Management, Investment Banking
Education
State University of New York at Oswego 1978 — 1982
BS, Business Administration
St. John Neumann
Peter L Bucy's Legacy Financial Services Experience October 2001 - Present
Job Legacy Financial Services / Integrity Today Builds a Legacy Tomorrow
Industry Financial Services
Experience
Legacy Financial Services October 2001 - Present
New York Life Insurance Company October 2001 - Present
Ameritas January 1999 - October 2001
Financial Strategies August 1993 - January 1999
Woodmen of the World November 1991 - August 1993
Skills
Retirement Planning, Retirement, Estate Planning, 401k, Investments, 401k Rollovers, Long-term Care, Small Business, Life Insurance, Succession Planning, Strategic Planning, Team Building, Leadership, Customer Service, Insurance
Education
Doane College-Lincoln Grand Island and Master 1994 — 1998
Tekamah- Herman 1971 — 1977
Legacy Financial Services October 2001 - Present
New York Life Insurance Company October 2001 - Present
Ameritas January 1999 - October 2001
Financial Strategies August 1993 - January 1999
Woodmen of the World November 1991 - August 1993
Skills
Retirement Planning, Retirement, Estate Planning, 401k, Investments, 401k Rollovers, Long-term Care, Small Business, Life Insurance, Succession Planning, Strategic Planning, Team Building, Leadership, Customer Service, Insurance
Education
Doane College-Lincoln Grand Island and Master 1994 — 1998
Tekamah- Herman 1971 — 1977
Peter Zawadzki's Legacy Financial Services Experience March 2000 - March 2003
Job Lead Financial Analyst CenturyLink Communications
Industry Telecommunications
Experience
Qwest Communications Lead Fin Biz AnalystCenturyLink2006 - January 2015
Georgia-Pacific LLC May 2003 - May 2006
Legacy Financial Services March 2000 - March 2003
Education
University of Denver - Daniels College of Business 2000 — 2003
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law, 3.56
University of Denver - Josef Korbel School of International Studies 2000 — 2003
Master’s Degree, Global Finance, 3.56
Qwest Communications Lead Fin Biz AnalystCenturyLink2006 - January 2015
Georgia-Pacific LLC May 2003 - May 2006
Legacy Financial Services March 2000 - March 2003
Education
University of Denver - Daniels College of Business 2000 — 2003
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law, 3.56
University of Denver - Josef Korbel School of International Studies 2000 — 2003
Master’s Degree, Global Finance, 3.56
Jim Ho, CFA's Legacy Financial Services Experience January 2003 - April 2009
Job Principal West Branch Capital LLC
Industry Investment Management
Experience
West Branch Capital April 2009 - Present
Legacy Financial Services January 2003 - April 2009
John Hancock Funds September 1985 - September 2002
The New England January 1977 - September 1985
Skills
Fixed Income, Portfolio Management
Education
Columbia University - Columbia Business School 1975 — 1977
MBA, Finance
Stony Brook University 1970 — 1974
BS, Applied Math and Economics
Columbia University
MBA; MS; BS, Applied Math; Applied Math and Economics
West Branch Capital April 2009 - Present
Legacy Financial Services January 2003 - April 2009
John Hancock Funds September 1985 - September 2002
The New England January 1977 - September 1985
Skills
Fixed Income, Portfolio Management
Education
Columbia University - Columbia Business School 1975 — 1977
MBA, Finance
Stony Brook University 1970 — 1974
BS, Applied Math and Economics
Columbia University
MBA; MS; BS, Applied Math; Applied Math and Economics
Shaymia Ware's Legacy Financial Services Experience 2004 - 2005
Job Marketing and Public Relations Specialist
Industry Marketing and Advertising
Experience
KDVR, Fox 31 / KWGN, CW2 2010 - 2010
KDVR, Fox 31 / KWGN, CW2 2005 - 2010
Legacy Financial Services 2004 - 2005
EchoStar Corporation 2003 - 2004
Education
University of Denver
Bachelor of Arts Degree, Journalism Studies
KDVR, Fox 31 / KWGN, CW2 2010 - 2010
KDVR, Fox 31 / KWGN, CW2 2005 - 2010
Legacy Financial Services 2004 - 2005
EchoStar Corporation 2003 - 2004
Education
University of Denver
Bachelor of Arts Degree, Journalism Studies