Legacy Investment Services
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Legacy Investment Services Employees
Employee
Years
Job
Industry
Rachel Hupprich-Anderson Rachel Hupprich-Anderson's Legacy Investment Services Experience August 2015 - Present
Job Client Services Coordinator at Legacy Investment Services
Industry Real Estate
Experience
Legacy Investment Services August 2015 - Present
Jim Maloof/ Realtor November 2013 - June 2015
Hy Vee May 2003 - June 2013
The Walt Disney Company January 2009 - December 2011
Skills
Accounting, Financial Reporting, Microsoft Excel, Accounts Payable, Accounts Receivable, Account Reconciliation, Data Entry, Customer Service, Invoicing, Seller Representation, Buyer Representation, Real Estate, Outlook, General Ledger, Microsoft Word, Microsoft Office, PowerPoint, Inventory Management, Cash Flow, Negotiation
Education
Western Illinois University 2014 — 2016
Business Administration and Management, General
Spoon River College 2005 — 2008
Business Administration and Management, General
Western Illinois University
Psychology
Legacy Investment Services August 2015 - Present
Jim Maloof/ Realtor November 2013 - June 2015
Hy Vee May 2003 - June 2013
The Walt Disney Company January 2009 - December 2011
Skills
Accounting, Financial Reporting, Microsoft Excel, Accounts Payable, Accounts Receivable, Account Reconciliation, Data Entry, Customer Service, Invoicing, Seller Representation, Buyer Representation, Real Estate, Outlook, General Ledger, Microsoft Word, Microsoft Office, PowerPoint, Inventory Management, Cash Flow, Negotiation
Education
Western Illinois University 2014 — 2016
Business Administration and Management, General
Spoon River College 2005 — 2008
Business Administration and Management, General
Western Illinois University
Psychology
Jonathon Aggen Jonathon Aggen's Legacy Investment Services Experience August 2015 - Present
Job Registered Assistant at Legacy Investment Services
Industry Financial Services
Experience
Legacy Investment Services August 2015 - Present
Ricoh Americas Corporation October 2012 - March 2015
Advanced Technology Services May 2012 - October 2012
Paragon Systems Inc June 2010 - June 2012
Golds Gym June 2009 - June 2010
Northrop Grumman Information Systems 2003 - 2009
Skills
Microsoft Office, Budgeting, Documentation, Customer Relations, Process Improvement, Excel, Strategic Planning, Administration, Problem Solving, Pricing, Team Building, Product Development, Troubleshooting, Scheduling, Operations Management, Inventory Management, Planning, Continuous Improvement, Research, Supervisory Skills, Quality Assurance, Process Scheduler, Negotiation, Software Documentation, New Business Development, Team Leadership, Program Management, Management, Account Management, Training, Disaster Recovery, Analysis, Coaching, Contract Negotiation, Cross-functional Team..., Vendor Management, Sales, Microsoft Excel, Customer Service, Budgets, Project Planning
Education
University of Phoenix 2007 — 2009
Business Administration
University of Illinois Springfield 2002 — 2004
BA
Hamilton Technical College 1988 — 1990
AS, Electronic Engineering Technology
Legacy Investment Services August 2015 - Present
Ricoh Americas Corporation October 2012 - March 2015
Advanced Technology Services May 2012 - October 2012
Paragon Systems Inc June 2010 - June 2012
Golds Gym June 2009 - June 2010
Northrop Grumman Information Systems 2003 - 2009
Skills
Microsoft Office, Budgeting, Documentation, Customer Relations, Process Improvement, Excel, Strategic Planning, Administration, Problem Solving, Pricing, Team Building, Product Development, Troubleshooting, Scheduling, Operations Management, Inventory Management, Planning, Continuous Improvement, Research, Supervisory Skills, Quality Assurance, Process Scheduler, Negotiation, Software Documentation, New Business Development, Team Leadership, Program Management, Management, Account Management, Training, Disaster Recovery, Analysis, Coaching, Contract Negotiation, Cross-functional Team..., Vendor Management, Sales, Microsoft Excel, Customer Service, Budgets, Project Planning
Education
University of Phoenix 2007 — 2009
Business Administration
University of Illinois Springfield 2002 — 2004
BA
Hamilton Technical College 1988 — 1990
AS, Electronic Engineering Technology
Matthew Bonadona's Legacy Investment Services Experience 2012 - 2014
Job Partner at Legacy Investment Services, Inc.
Industry Financial Services
Experience
Legacy Investment Services, Inc. January 2008 - Present
tiger direct 2012 - 2014
Legacy Investment Services 2012 - 2014
Skills
Due Diligence, Mergers & Acquisitions, Investments, Wealth Management, Strategic Financial..., Private Equity, Financial Analysis, Retirement Planning, Corporate Finance, Mutual Funds
Education
Nicholls State University 1999 — 2005
Bachelor's degree
Ascension Catholic
Legacy Investment Services, Inc. January 2008 - Present
tiger direct 2012 - 2014
Legacy Investment Services 2012 - 2014
Skills
Due Diligence, Mergers & Acquisitions, Investments, Wealth Management, Strategic Financial..., Private Equity, Financial Analysis, Retirement Planning, Corporate Finance, Mutual Funds
Education
Nicholls State University 1999 — 2005
Bachelor's degree
Ascension Catholic
Barbara Ann Steele Barbara Ann Steele's Legacy Investment Services Experience September 2004 - Present
Job Independent Scentsy Consultant
Industry Consumer Goods
Experience
Scentsy Independent Consultant November 2011 - Present
Cassinai Law September 2007 - Present
Legacy Investment Services September 2004 - Present
Delco USA 2015 - 2015
Delco USA 2015 - 2015
Women In Management Fox Cities 2009 - 2011
CEO Space September 2008 - March 2010
Education
CEO Space 2008 — 2009
CEO Space Graduate 0908
Marian University 1986 — 1987
Bachelors, Business Administration
Moraine Park Technical College 1972 — 1974
Associate, Accounting
Scentsy Independent Consultant November 2011 - Present
Cassinai Law September 2007 - Present
Legacy Investment Services September 2004 - Present
Delco USA 2015 - 2015
Delco USA 2015 - 2015
Women In Management Fox Cities 2009 - 2011
CEO Space September 2008 - March 2010
Education
CEO Space 2008 — 2009
CEO Space Graduate 0908
Marian University 1986 — 1987
Bachelors, Business Administration
Moraine Park Technical College 1972 — 1974
Associate, Accounting
Matthew Theal Matthew Theal's Legacy Investment Services Experience November 2012 - November 2013
Job Investment Management
Industry Investment Management
Experience
RPA Wealth Management December 2013 - Present
Legacy Investment Services November 2012 - November 2013
Minyanville Publishing & Multimedia October 2008 - June 2012
Western International Securities June 2007 - September 2007
Skills
Writing, Research, Portfolio Management, Equities, Bloomberg, Trading, Social Media, Editing, Economics, Digital Media
Education
California State Polytechnic University-Pomona 2004 — 2008
B.S., Finance
RPA Wealth Management December 2013 - Present
Legacy Investment Services November 2012 - November 2013
Minyanville Publishing & Multimedia October 2008 - June 2012
Western International Securities June 2007 - September 2007
Skills
Writing, Research, Portfolio Management, Equities, Bloomberg, Trading, Social Media, Editing, Economics, Digital Media
Education
California State Polytechnic University-Pomona 2004 — 2008
B.S., Finance
Brent Pasqua Brent Pasqua's Legacy Investment Services Experience March 2004 - November 2014
Job RPA Wealth Management
Industry Financial Services
Experience
RPA Wealth Management January 2014 - Present
Legacy Investment Services March 2004 - November 2014
Skills
Registered Investment..., Retirement Planning, Portfolio Management, Term Life Insurance, Long Term Care, Estate Planning, Annuities, Fixed Annuities, 401k, Wealth Management, Long-term Care
Education
California State University-San Bernardino 2002 — 2004
Bachelor's degree, Marketing
Chaffey College 1999 — 2001
RPA Wealth Management January 2014 - Present
Legacy Investment Services March 2004 - November 2014
Skills
Registered Investment..., Retirement Planning, Portfolio Management, Term Life Insurance, Long Term Care, Estate Planning, Annuities, Fixed Annuities, 401k, Wealth Management, Long-term Care
Education
California State University-San Bernardino 2002 — 2004
Bachelor's degree, Marketing
Chaffey College 1999 — 2001
Amber Titus's Legacy Investment Services Experience October 2011 - August 2013
Job Quality Control Specialist at Launch Digital Marketing
Industry Graphic Design
Experience
Launch Digital Marketing April 2015 - Present
Amber's Designs June 1998 - Present
Avon July 2014 - April 2015
Hammond Boxing Club June 2013 - December 2014
Legacy Investment Services October 2011 - August 2013
Levin Tire Center March 2010 - March 2012
Becker, Bruke Associates May 2009 - March 2010
Northwestern Mutual-The McTigue Financial Group March 2008 - May 2009
Crown Construction Enterprises April 2007 - March 2008
Equity Office 2002 - 2007
Skills
Microsoft Excel, Investments, Financial Reporting, Accounting, Access, PowerPoint, Budgets
Education
Art Institute of Pittsburgh 2013 — 2015
Associate's Degree, Graphic Design, A
Purdue University Calumet 2003 — 2008
Bachelors of Science, Finance
Launch Digital Marketing April 2015 - Present
Amber's Designs June 1998 - Present
Avon July 2014 - April 2015
Hammond Boxing Club June 2013 - December 2014
Legacy Investment Services October 2011 - August 2013
Levin Tire Center March 2010 - March 2012
Becker, Bruke Associates May 2009 - March 2010
Northwestern Mutual-The McTigue Financial Group March 2008 - May 2009
Crown Construction Enterprises April 2007 - March 2008
Equity Office 2002 - 2007
Skills
Microsoft Excel, Investments, Financial Reporting, Accounting, Access, PowerPoint, Budgets
Education
Art Institute of Pittsburgh 2013 — 2015
Associate's Degree, Graphic Design, A
Purdue University Calumet 2003 — 2008
Bachelors of Science, Finance
Robert Rinker's Legacy Investment Services Experience September 2003 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Legacy Investment Services September 2003 - Present
Woodbury Financial Services 2003 - 2012
Education
Texas A&M University 1982 — 1986
Legacy Investment Services September 2003 - Present
Woodbury Financial Services 2003 - 2012
Education
Texas A&M University 1982 — 1986
Leah Heuerman's Legacy Investment Services Experience July 2015 - Present
Job Client Services Support Coordinator at Legacy Investment Services
Industry Investment Management
Experience
Legacy Investment Services July 2015 - Present
Bob Lindsay Acura July 2008 - Present
Caterpillar Logistics Inc. December 2014 - July 2015
Macy's October 2011 - December 2014
Skills
Accounting, Customer Service, Time Management, Social Media, Event Planning, Data Entry, PowerPoint, Teamwork, Microsoft Word, Event Management, Microsoft Excel, Marketing, Microsoft Office, Administration, Leadership, Inventory Management, Sales, Management, Problem Solving
Education
University of Illinois Springfield 2013 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, 3.5/4.0 GPA
University of Missouri-Saint Louis 2007 — 2008
None, Business Administration and Management, General
Legacy Investment Services July 2015 - Present
Bob Lindsay Acura July 2008 - Present
Caterpillar Logistics Inc. December 2014 - July 2015
Macy's October 2011 - December 2014
Skills
Accounting, Customer Service, Time Management, Social Media, Event Planning, Data Entry, PowerPoint, Teamwork, Microsoft Word, Event Management, Microsoft Excel, Marketing, Microsoft Office, Administration, Leadership, Inventory Management, Sales, Management, Problem Solving
Education
University of Illinois Springfield 2013 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, 3.5/4.0 GPA
University of Missouri-Saint Louis 2007 — 2008
None, Business Administration and Management, General
Greg Theis's Legacy Investment Services Experience
Job Financial Planner at Legacy Investment Services
Industry Financial Services
Experience
Legacy Investment Services
Skills
Financial Analysis, Investments, Customer Service, Leadership, Public Speaking, Banking, Microsoft Excel, Microsoft Office, Insurance
Education
Governors State University
Legacy Investment Services
Skills
Financial Analysis, Investments, Customer Service, Leadership, Public Speaking, Banking, Microsoft Excel, Microsoft Office, Insurance
Education
Governors State University