Legacy Group
Industry: Company
DescriptionFounded: 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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
Legacy Group 1999 - Present
Skills
Non-profits
Education
Cardinal Stritch University
Bachelor of Science (BS), Business Administration and Management, General
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
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
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 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