Legacy Group

Industry: Company

Description

Founded: 2007 Parent organization: W.J. Bradley Mortgage Capital, LLC Subsidiary: Legacy Group Capital LLC

Legacy Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Legacy Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Legacy Group Employees

Employee
Years
Job
Industry
Michael Wiegand Michael Wiegand Greater Seattle Area Details
Michael Wiegand's Legacy Group Experience June 2005 - September 2007
Job Analytics Architect at Portent, Inc.
Industry Marketing and Advertising
Experience
Portent, Inc.   April 2014 - Present
Portent, Inc.   October 2007 - April 2014
Legacy Group   June 2005 - September 2007
Solvere  June 2002 - January 2005

Skills
Google Analytics, Google Adwords, Microsoft Office, Coremetrics Analytics, MSN AdCenter, SearchCenter, Adobe Creative Suite, Omniture, Web Marketing, SEM, Web Analytics, Online Advertising, Online Marketing, Analytics, Digital Marketing, PPC

Education
California Baptist University   2000 — 2002
AS, Information Systems Management

John Phalen John Phalen Greater Memphis Area Details
John Phalen's Legacy Group Experience August 2012 - Present
Job Experienced Professional in Technical Sales and Program Development
Industry Program Development
Experience
Legacy Group   August 2012 - Present
North American Lighting  April 2004 - July 2012

Skills
Cross-functional Team..., Project Management, Account Management, Process Improvement, Change Management, MS Project, Supply Chain Management, Forecasting, Budgets, Contract Negotiation, Management, Marketing Strategy, Marketing, Sales, Business Planning, Logistics, Automotive, New Business Development, Injection Molding, B2B

Education
Michigan Technological University
BSME

Jennifer Mercier, MBA Jennifer Mercier, MBA Greater Seattle Area Details
Jennifer Mercier, MBA's Legacy Group Experience February 2003 - June 2007
Job Client Service Associate | Real Estate | Mortgage | Indexes
Industry Financial Services
Experience
FTSE Russell  January 2014 - September 2015
Russell Investments  March 2012 - January 2014
Bank of America  August 2011 - March 2012
America's Credit Union  May 2008 - April 2010
Gateway Real Estate GMAC   July 2007 - May 2008
Legacy Group   February 2003 - June 2007
Chase Manufactured Lending   July 2002 - February 2003
Conseco Finance  November 2001 - July 2002

Skills
Client Services, Customer Service, Project Management, Real Estate, Project Planning, Microsoft Office, Salesforce.com, Training, Time Management, Project Coordination, Client Development, Finance, Residential Mortgages, Customer Relations, Customer Support, Client Presentation, Mortgage Lending, Software Documentation, Home Equity Loans, Marketing, Negotiation, Client Relations, Underwriting, Consumer Lending, Loan Origination, Loan Modifications, Loan Servicing, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Government Loans, Retail Sales, Mortgage Underwriting, Mortgage Servicing, Banking, Auditing, PowerPoint, Loans, QMF, Retail Banking, Inquire, Indices, Credit, Retail, Property & Casualty..., Financial Analysis, Policy, Insurance, VA Loans

Education
Argosy University   2010 — 2011
Master of Business Administration (M.B.A.), Business Administration

Saint Martin's University
Bachelor of Arts (B.A.), Business Administration, Management and Operations

Alicia Turner, EA Alicia Turner, EA Colorado Springs, Colorado Area Details
Alicia Turner, EA's Legacy Group Experience 2012 - Present
Job Legacy Financial Group
Industry Financial Services
Experience
Turn Key Real Estate  November 2013 - Present
Legacy Group   2012 - Present
Oracle  1998 - 2015
Oracle  1998 - 2015
Oracle  1998 - 2015
Oracle  1998 - 2015
Intuit  2012 - 2013

Skills
Tax Accounting, Tax Preparation, Tax, Income Tax, IRS, Tax Research, Tax Advisory, Payroll Taxes, Sales Tax, Tax Law, State Tax, S Corporations, Partnership Taxation, Lacerte, Financial Planners, Small Business, Bookkeeping, Business Tax Planning, International Tax, Preparation, US Tax, Personal Income Tax..., Personal Tax Planning, Depreciation, Use Tax, Property Tax, Estate Tax Planning, Accountants, Trusts, CPA, IRS problem resolution, Cash Flow, LLC, QuickBooks, Estate Planning, Turbo Tax, Sales & Use Tax, Corporate Tax, IRS Enrolled Agent

Education
Taxmama's EA Class   2011 — 2011
EA, Tax

Colorado Technical University   2003 — 2007
Master of Business Administration (MBA), Project Management

Viktoriya Spatarel Viktoriya Spatarel Greater Seattle Area Details
Viktoriya Spatarel's Legacy Group Experience November 2010 - June 2011
Job Interior Designer
Industry Design
Experience
Lair Design   January 2014 - Present
Jennifer West Showroom  November 2013 - June 2014
Alabaster Staging and Design   May 2013 - September 2013
Legacy Group   November 2010 - June 2011
Curves for Women  September 2006 - November 2010

Skills
AutoCAD, SketchUp, Revit, InDesign, Photoshop, Illustrator, Microsoft Office, Adobe Creative Suite, Sketching, Space planning, Hand Drafting, Model Making, Rendering, Drawing, Interior Design

Education
Bellevue College   2008 — 2013
Bachelor of Arts (BA), Interior Design

Green River Community College   2006 — 2008
Associates of Arts

Jeffrey LaRocque Jeffrey LaRocque New Hyde Park, New York Details
Jeffrey LaRocque's Legacy Group Experience January 2014 - July 2014
Job Associate Account Executive at FNA Insurance Services, Inc.
Industry Insurance
Experience
FNA Insurance Services, Inc.   September 2014 - Present
Legacy Group   January 2014 - July 2014
Merrill Lynch  April 2013 - December 2013
Cablevision  September 2012 - April 2013
Great American Recruiting Company   January 2010 - June 2012
Prudential Insurance  May 2007 - September 2010

Skills
Microsoft Excel, Social Media, Problem Solving, Recruiting, Human Resources, Resume Tracking, Sourcing, Project Management, Communication

Education
Everglades University   2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General

Michael Subhan Michael Subhan Greater New York City Area Details
Michael Subhan's Legacy Group Experience January 2003 - March 2007
Job Vice President Marketing at Thirstie
Industry Venture Capital & Private Equity
Experience
Thirstie  June 2015 - Present
Naya Ventures  June 2015 - Present
Avlino Inc.   2015 - Present
SnapOne, Inc.   December 2010 - June 2015
SnapOne, Inc.   June 2010 - December 2010
Ecendant Interactive/Fraser Wallace Advertising   February 2009 - June 2010
Heritage Homes Group  March 2007 - December 2008
Legacy Group   January 2003 - March 2007
Ameriprise Financial Services, Inc.   March 1998 - December 2002

Skills
Mobile Marketing, Multi-channel Marketing, Marketing Strategy, Interactive Marketing, Online Advertising, Mobile Advertising, Brand Development, Public Relations, Customer Acquisition, Event Management, Management, Web Analytics, Strategic Partnerships, Email Marketing, Strategic Communications, Marketing Communications, E-commerce, SEO, Strategy, Website Development, Start-ups, Facebook, Product Marketing, Social Media Marketing, Budgets, Advertising, Marketing, Business Development, Media Buying, SEM, Account Management, Mobile Devices, Market Research, Analytics, Brand Management, Mobile Applications, Web Marketing, Online Marketing, Lead Generation, Digital Marketing, Competitive Analysis, Brand Awareness, Digital Strategy, Direct Marketing, Integrated Marketing, Product Management, Sales, Mobile Internet, Digital Media, PPC

Education
Rider University

University of Arizona

Greg Murray Greg Murray Greater New York City Area Details
Greg Murray's Legacy Group Experience August 2001 - September 2007
Job
Industry Nonprofit Organization Management
Experience
American Cancer Society  August 2013 - Present
American Cancer Society  May 2012 - August 2013
American Cancer Society  July 2011 - May 2012
FoodFight  January 2011 - May 2011
EHE International  January 2008 - April 2010
Legacy Group   August 2001 - September 2007
Business Telecom Inc (BTI)   January 2000 - August 2001

Skills
Social Media, Non-profits, Event Planning, Leadership Development, Public Speaking, Coaching, Fundraising, Recruiting, Public Relations, Event Management, Marketing, Leadership, Community Outreach, Team Building, Customer Service, Social Media Marketing, Team Leadership, Training, Sponsorship, Business Development, Social Networking, Marketing Communications, Marketing Strategy, Program Development, Volunteer Management, Organizational...

Education
North Carolina State University - College of Management   1995 — 1999

John Leahy, Jr John Leahy, Jr Baltimore, Maryland Area Details
John Leahy, Jr's Legacy Group Experience 2002 - Present
Job President & Founder, Target Marketing Group | Branded Promotional Merchandise | Apparel | Incenitve & Recognition
Industry Marketing and Advertising
Experience
Target Marketing Group  June 1986 - Present
Legacy Group   2002 - Present
United States Lines  February 1981 - May 1986

Skills
Sales Management, Entrepreneurship, Marketing Strategy, Corporate Branding, Corporate Gifts, Advertising, Direct Mail, Direct Marketing, New Business Development, Trade Shows, Marketing Communications, Online Advertising, Brand Management, Account Management, Branding & Identity, Creative Strategy, Online Storefronts

Education
Loyola Blakefield   1975 — 1979

University of Richmond - Robins School of Business   1975 — 1979
B.S., Marketing

William Lanthier William Lanthier Greater Seattle Area Details
William Lanthier's Legacy Group Experience January 2008 - September 2011
Job Server at Giuseppe's Al Porto
Industry Marketing and Advertising
Experience
Giuseppe's Al Porto   June 2012 - September 2015
Six Seven Restaurant at the Edgewater Hotel   June 2011 - September 2011
Legacy Group   January 2008 - September 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Social Media Marketing, Event Planning, Social Networking, Facebook, Time Management

Education
Western Washington University   2013 — 2015
Bachelor's degree, Communications

Whatcom Community College   2011 — 2013
Associate's degree

Oregon State University   2010 — 2011
Business Administration and Management, General

Jen Sawyer Jen Sawyer Spokane, Washington Details
Jen Sawyer's Legacy Group Experience August 2009 - February 2012
Job Realtor/Broker at Windermere Real Estate
Industry Real Estate
Experience
Windermere Real Estate  April 2014 - Present
Keller Williams Real Estate  May 2013 - April 2014
Prime Real Estate Group  February 2012 - October 2012
Legacy Group   August 2009 - February 2012

Skills
Buyer Representation, First Time Home Buyers, Listings, Short Sales, Sellers, Contract Negotiation, Land Acquisition, Property Flipping, Rental Homes, Listing Homes, Office Management, Office Administration, System Administration, System Architecture, Paperless, Digital Strategy, Marketing, Marketing Strategy, Social Media, Social Networking, Foreclosures, Real Estate, Investment Properties, Relocation

Education
Columbia High School   1994 — 1998

Spokane Community College
Associate of Arts and Sciences (AAS)

Italia Acevedo Italia Acevedo Greater San Diego Area Details
Italia Acevedo's Legacy Group Experience June 2014 - May 2015
Job .
Industry Automotive
Experience
Volvo San Diego   August 2015 - Present
Five Group   July 2015 - Present
Legacy Group   June 2014 - May 2015
Mossy Nissan  May 2013 - September 2014
Mossy Nissan  April 2012 - September 2014
Harmonium, Inc  March 2012 - July 2012
Cohn Restaurant Group  November 2010 - April 2012
San Diego City College  August 2010 - January 2011
Alpha Kappa Psi - Mu Sigma Chapter  August 2008 - December 2008
Alpha Kappa Psi - Mu Sigma Chapter  January 2008 - May 2008

Skills
PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Microsoft Office, Customer Service, Marketing, Teamwork, Customer Satisfaction, Event Planning, Time Management, Social Networking, Sales, Leadership, Social Media Marketing

Education
San Diego State University-California State University   2013 — 2015
Business Management, Entrepreneurship

Khris Coffey Khris Coffey Houston, Texas Area Details
Khris Coffey's Legacy Group Experience February 2001 - March 2008
Job System Administrator IV at Sam Houston State University
Industry Information Technology and Services
Experience
Sam Houston State University  February 2012 - Present
Sam Houston State University  September 2010 - February 2012
Sam Houston State University  March 2008 - September 2010
Legacy Group   February 2001 - March 2008
CCSI  July 1999 - February 2001

Skills
Video Surveillance, Security, Disaster Recovery, Active Directory, IT Management, System Administration, ITIL v3 Foundations..., Windows, Windows Server, Data Center, Troubleshooting, Computer Hardware, Software Documentation, Technical Support, Hardware, Servers, EMC Storage, Linux, VMware, Microsoft Exchange, T2 Parking Systems, PADI Divemaster, Rescue Diver, Networking, Analysis, Leadership, Technical Architecture, Vulnerability Assessment

Education
Sam Houston State University
BS, Computer Science

Dudley Chandler Dudley Chandler Midland, Texas Details
Dudley Chandler's Legacy Group Experience 2009 - Present
Job Funeral Director /Embalmer and Cremation Specialist at Legacy Group
Industry Consumer Services
Experience
Legacy Group   2009 - Present

Skills
Funeral Homes, Memorial Services, Compassion, Grief Counseling, Community Service, Ethics, Ceremonies, Family Services, Church Events, Bloodborne Pathogens, Personalization, Senior Services, Obituaries, Urns, Cemeteries, Public Speaking, Customer Service, Coaching, Marketing, Team Building, Sales, Leadership, Small Business, Strategic Planning, Public Relations, Fundraising, Event Planning

Education
Dallas Institute of Funeral Service   1988 — 1989
Associate's degree, Funeral Service and Mortuary Science

Carlsbad Senior High School, Carlsbad,NM

Midland College

New Mexico State University

Odessa College

Western New Mexico University Silver City, NM

REBECCA BETTENCOURT REBECCA BETTENCOURT Greater Seattle Area Details
REBECCA BETTENCOURT's Legacy Group Experience December 2013 - Present
Job Project Coordinator at Legacy Group, Inc.
Industry Furniture
Experience
LEGACY GROUP   December 2013 - Present
Legacy Group, Inc.   December 2013 - Present

Skills
Microsoft Office, Customer Service, Management, Project Management, Microsoft Excel, Communication, Leadership, Budgets, Team Building, Contract Negotiation, Space Planning, Project Planning, Account Management, Sales, New Business Development, Sales Management, Interior Design, B2B, Furniture, Marketing, Negotiation, Process Improvement, Sales Process, Business Development, Retail, Marketing Strategy, Purchasing, Facilities Management, Sales Operations, Team Leadership, Outlook, Training

Education
Art Institute of Seattle
Associate of Arts (A.A.), Fashion Merchandising

Leasha Lamoy Leasha Lamoy Houston, Texas Area Details
Leasha Lamoy's Legacy Group Experience June 2006 - December 2006
Job Accountant / Sales Consultant
Industry Accounting
Experience
Donna Rodriguez, CPA JD   November 2013 - February 2014
LCCA  March 2013 - July 2013
Wal-Mart  May 2008 - March 2013
Legacy Group   June 2006 - December 2006
Rudy Justice Attorney at Law   June 2005 - October 2006

Skills
Customer Service, QuickBooks, Quicken, Microsoft Excel, Microsoft Word, Microsoft Power Point, Type 66 wpm, Bookkeeping, Appointment Scheduling, Asnwer Multi-Line Phone, File Management, Web Design, Desktop Publishing, Client Confidentiality, Teamwork, Communication Skills, Filing, Data Entry

Education
University of Phoenix   2008 — 2012
Bachelor of Science (B.S.), Business Accounting, 3.25

Conroe High School

Sam Houston State University
Psychology

Tiffany Cooper Aguilar Tiffany Cooper Aguilar Seguin, Texas Details
Tiffany Cooper Aguilar's Legacy Group Experience November 2013 - Present
Job Pre Need Sales Associate at Funeral Directors Life Insurance Company
Industry Individual & Family Services
Experience
Funeral Directors Life Insurance Company  May 2015 - Present
Legacy Group   November 2013 - Present
Service Corporation International  September 2009 - February 2013
Palmer Mortuary   January 2009 - June 2009

Skills
Funeral Homes, Data Entry, Grief Counseling, Obituaries, Event Planning, Leadership, Time Management, Family Services, Fundraising, Sales, Customer Service, Public Speaking, Team Building

Education
San Antonio College   2009 — 2012
Associate of Science (A.S.), Mortuary Science and Embalming/Embalmer

Andrew Starostecki Andrew Starostecki Sarasota, Florida Details
Andrew Starostecki's Legacy Group Experience Financial advisorIndependent Advisor - The Retirement GroupJuly 2009 - Present
Job Independent Financial Advisor The Retirement Group
Industry Financial Services
Experience
Legacy Group   Financial advisorIndependent Advisor - The Retirement GroupJuly 2009 - Present
SunTrust Bank  January 1996 - May 1999

Education
Cornell Law School   1971 — 1974
JD, Law

Columbia University in the City of New York   1966 — 1971

Matthew Manson Matthew Manson Greater Nashville Area Details
Matthew Manson's Legacy Group Experience November 2013 - June 2014
Job Sales Manager at Record Automatic Doors Inc.
Industry Building Materials
Experience
record-usa  July 2014 - Present
Legacy Group   November 2013 - June 2014
Tradesmen International, Inc.   May 2010 - November 2013
Cullum Wood Products   April 2005 - March 2009

Skills
Property Management, Real Estate, Real Estate Development, Leases, Investment Properties, Real Estate Transactions, Real Estate Economics, Due Diligence, Asset Management, Budgets, Contract Negotiation, Construction Management, Cash Flow, Contract Management, Accounts Payable, Payroll, Construction, Sales Management, Sales

Education
Middle Tennessee State University   2000 — 2004
Bachelor's degree, Marketing

Middle Tennessee State University

Lou Lanthier Lou Lanthier Greater Seattle Area Details
Lou Lanthier's Legacy Group Experience 1999 - Present
Job President at Legacy Group
Industry Furniture
Experience
Legacy Group   1999 - Present

Skills
Furnishings, Furniture, New Business Development, Flooring, Budgets, Carpet, Space planning, Selling, Interior Design, Retail, Construction, Sales Management, Account Management, Interior Architecture, Sustainable Design, Sustainability, Contract Negotiation, Floor Plans, B2B, Retail Design, Design Research, Submittals

Education
University of Montana   1979 — 1984
BA, Geography

Pat Woehrer Pat Woehrer Greater Milwaukee Area Details
Pat Woehrer's Legacy Group Experience 1999 - Present
Job VP of Client Services/Sr. Advisor at Legacy Grpup
Industry Philanthropy
Experience
Legacy Group   1999 - Present

Skills
Non-profits

Education
Cardinal Stritch University
Bachelor of Science (BS), Business Administration and Management, General

Jack Kynion Jack Kynion Kansas City, Missouri Area Details
Jack Kynion's Legacy Group Experience January 1980 - Present
Job Managing Member at Legacy Group
Industry Investment Management
Experience
Legacy Group   January 1980 - Present

Skills
Retirement Planning, Private Equity, Portfolio Management, Investments, Asset Managment, Alternative Investments, Hedge Funds, Mergers, Equities, Investment Advisory, Investment Strategies, Investment Management, Asset Allocation, Wealth Management, Mutual Funds, Business Strategy, Securities, Strategic Planning

Education
Parsons Senior High School   1969 — 1973

University of Kansas

John Dzeko John Dzeko Toronto, Canada Area Details
John Dzeko's Legacy Group Experience March 2011 - Present
Job President Dalma Realty Services
Industry Real Estate
Experience
DALMA REALTY SERVICES   May 2011 - Present
Legacy Group   March 2011 - Present

Skills
Commercial Real Estate..., Industrial Real Estate, Property Management, Commercial Mortgages, International Real..., Real Estate, Sellers, Tenant, Commercial Real Estate, Townhomes, Residential Homes, Condos, Investment Properties, Disposition, Seniors, First Time Home Buyers, Leases, Landlords, Commercial Leasing, Single Family Homes, Listings, Real Estate Financing, Selling, Real Estate Transactions, Relocation, Real Property, Buyer Representation, Shopping Centers, New Home Sales, Corporate Real Estate, Dispositions, Leadership, Management, Networking, Referrals, Rentals, Sales, Strategic Planning

Education
George Brown College
Property Management

Blake Stanley, CFP Blake Stanley, CFP Overland Park, Kansas Details
Blake Stanley, CFP's Legacy Group Experience January 2009 - Present
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

Judie Rackley Judie Rackley Texarkana, Texas Area Details
Judie Rackley's Legacy Group Experience 2012 - Present
Job Realtor at RE/MAX Preferred
Industry Real Estate
Experience
LEGACY GROUP   2012 - Present
ReMAX Preferred  July 2004 - November 2007

Skills
Sellers, Relocation, Listings, Buyer Representation, Single Family Homes, First Time Home Buyers, Short Sales

Education
Louisiana Tech University

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