Legacy Planning Partners
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Legacy Planning Partners Employees
TD Ameritrade July 2012 - Present
Strayer University January 2013 - Present
University of Phoenix June 2011 - Present
Malvern Preparatory School May 2014 - Present
Legacy Planning Partners January 2008 - June 2012
Sprinturf January 2006 - November 2007
Ryan Homes April 2005 - January 2006
Villanova University January 1995 - 2005
Skills
Retirement Planning, Financial Services, Series 7, Finance, Account Management, Securities, Sales Management, Investments, Small Business, Marketing, Financial Analysis, Sales, Real Estate, Wealth Management, New Business Development, Cold Calling
Education
Villanova University 2003 — 2005
Masters of Business Administration, Masters of Business
La Salle University 1987 — 1991
BS Business Management, Marketing
Blue Rock Financial Group October 2012 - Present
Legacy Planning Partners March 2004 - October 2012
New England Financial June 1994 - January 2004
Education
Bucknell University 1984 — 1989
BA, Economics
Wilmington Friends School
Bethesda Inc. December 2012 - Present
Legacy Planning Partners February 2014 - April 2014
Golf USA June 2011 - June 2013
Immuno-Mycologics, Inc. July 2012 - May 2013
The Trails Golf Club July 2007 - August 2010
Skills
Microsoft Office, Social Media, Microsoft Excel, New Business Development, Customer Service, PowerPoint, Public Speaking, Event Planning, Microsoft Word, Social Networking, Product Development, Business Development, Leadership, Public Relations, Fundraising, Research, Business Strategy, Project Management, Leadership Development, Editing, Sales
Education
University of Oklahoma 2009 — 2013
Entrepreneurship/Finance
KPMG September 2015 - Present
KPMG December 2013 - September 2015
PHH Corporation April 2013 - December 2013
Auburn University August 2011 - December 2012
McFadden's at Citizens Bank Park January 2004 - July 2012
BNY Mellon July 2010 - April 2011
BNY Mellon April 2008 - July 2010
Legacy Planning Partners August 2007 - December 2007
Skills
Statistics, Research, SPSS, Data Analysis, R, Microsoft Office, PowerPoint, Teaching, Higher Education, Stata, Microsoft Excel
Education
Auburn University 2011 — 2012
Master of Science (M.S.), Applied Economics
West Chester University 2004 — 2007
B.S, Finance
Pacific Life Insurance Company September 2013 - Present
Lincoln Investment Planning September 2011 - September 2013
Legacy Planning Partners November 2009 - September 2011
Insurance Opportunities 2008 - 2009
Coventry First, LLC February 2003 - January 2008
Lincoln Financial Group 2000 - 2003
Education
Hamilton College
Economics
Saint Joseph's University
B.S., Finance
Legacy Planning Partners March 2004 - Present
New England Financial June 1992 - March 2004
JPMorgan April 1989 - June 1992
Arthur Andersen & Co. January 1986 - April 1989
Skills
Financial Advisory, Business Succession..., Tax Management, Qualified Retirement..., Business Process...
Education
Penn State University 1992 — 1995
MBA, Management & Business Administration
University of Scranton 1982 — 1986
Bachelor of Science, Accounting
Legacy Planning Partners January 2015 - Present
Legacy Planning Partners June 2014 - December 2014
Legacy Planning Partners August 2013 - June 2014
Skills
Finance, Time Management, Financial Planning, Investments, Estate Planning, Teamwork, Financial Services, Securities, Analysis, Retirement Planning
Education
Moravian College 2010 — 2014
Bachelor of Arts (B.A.), Accounting
Bethlehem Catholic High School 2006 — 2010
Legacy Planning Partners December 2013 - Present
Adams Outdoor Advertising February 2013 - December 2013
Clear Channel Airports July 2012 - February 2013
Bonefish Grill October 2008 - June 2012
Quest Diagnostics August 2006 - October 2008
Skills
Managed Care, Building Relationships, Customer Service, Marketing Strategy, Advertising, Social Media Marketing, Market Research, Cold Calling, New Business Development, Sales, Sales Presentations, Business Relationship..., Proposal Writing, Lead Generation, Marketing, Social Media, Sales Process, Account Management, Selling, Negotiation, Marketing Communications, Market Planning
Education
DeSales University
Bachelor of Science, Pharmaceutical Marketing
Terra Nova Services, LLC December 2011 - Present
Technology Sales Resource Interactive December 2009 - December 2011
Legacy Planning Partners August 2007 - September 2009
Ashbridge Investment Management October 2000 - May 2007
PricewaterhouseCoopers June 1998 - October 2000
Morrison Cogen LLC August 1990 - May 1998
Skills
Strategic Financial..., Investments, Accounting, Strategy, Internal Controls, Financial Modeling, Strategic Planning, Business Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Bachelor of Science, Accounting
Legacy Planning Partners May 2014 - Present
Wegmans Food Markets March 2013 - November 2014
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Sales, Public Speaking, Event Planning, Microsoft Excel, Social Media, Leadership, Research, Time Management, Facebook, Teaching, Strategic Planning
Education
DeSales University 2013 — 2017
Bachelor's Degree, Accounting and Finance, Sophomore
Parkland High School 2009 — 2013
Comcast Cable March 2015 - Present
Live Nation Entertainment August 2012 - Present
M June 2013 - May 2015
Green Roots Business Solutions January 2013 - May 2013
Dr. Edward Lordan January 2013 - May 2013
Stella Agency September 2012 - January 2013
Legacy Planning Partners June 2012 - December 2012
N.W. Ayer Cup October 2012 - November 2012
Riverstone April 2012 - October 2012
Kildare's Irish Pub May 2011 - May 2012
Skills
Constant Contact, Public Relations, Marketing Communications, Event Management, Advertising, Social Media Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Fundraising, Inventory Management, Marketing Strategy, Team Building, Editing, Leadership
Education
West Chester University of Pennsylvania 2010 — 2013
BA, Communication Studies Major, Media & PR Concentration, Studio Art Minor
Drexel University 2009 — 2010
BA, Communications
Camp Hill High School 2007 — 2009
El Segundo High School 2005 — 2007
Legacy Planning Partners March 2013 - Present
Legacy Planning Partners June 2008 - Present
Wachovia Securities, LLC 1995 - 2003
Education
Messiah College 1988 — 1992
BS, Economics
Legacy Planning Partners March 2010 - Present
Kutztown University August 2010 - January 2011
Journey Financial Advisors, Inc. June 2000 - February 2010
Balliett Financial Services & Trust December 1998 - June 2000
M-I Drilling Fluids 1996 - 1998
BNSF 1992 - 1996
Skills
Strategic Planning, Investments, Retirement Planning, Financial Advisory, Estate Planning, Management, Small Business, Wealth Management, Financial Services, Business Planning, Securities, Strategic Financial..., Insurance, Employee Benefits, Entrepreneurship, Finance, Financial Planning, Financial Planners, Retirement, Series 7, Mutual Funds, Personal Finance, Investment Management, Financial Modeling, Personal Financial..., Disability Insurance
Education
Penn State University 1990 — 1992
MBA, Management Science
Penn State University 1983 — 1987
BS, Business Logistics
Legacy Planning Partners August 2008 - Present
Dunhill Financial May 2006 - August 2008
The Vanguard Group December 2002 - October 2005
Education
La Salle University - School of Business Administration 2004 — 2008
MBA, Finance
Bloomsburg University of Pennsylvania 1995 — 1999
BS, Exercise Physiology
Danaher Specialty Products January 2015 - Present
Datalogic April 2012 - December 2014
Danaher Specialty Products July 2010 - April 2012
Carter Control Systems January 2010 - July 2010
Legacy Planning Partners March 2008 - December 2009
Danaher Corporation - Accu-Sort Systems September 1986 - March 2008
Skills
Sales Process, Contract Negotiation, New Business Development, Strategy, Sales Management, Sales, Supply Chain, Business Alliances, Management, Leadership, Supply Chain Management, Strategic Planning, Project Management, Direct Sales, Account Management, Marketing, Competitive Analysis, Integration, Product Development, Solution Selling, Cross-functional Team..., Lean Manufacturing, Manufacturing, Key Account Management, International Sales, Business Development, Process Improvement, Change Management, Pricing, Logistics, Team Leadership, Product Marketing, Business Strategy, Product Management, Forecasting
Education
La Salle University 2000 — 2003
MBA, Finance
University of Maryland College Park 1982 — 1986
BS, Marketing
Legacy Planning Partners September 2008 - Present
Merrill Lynch October 2006 - September 2008
Skills
Series 7, Series 66, Life, Accident, & Health, Series 24
Education
Temple University 2009 — 2011
Master of Business Administration (M.B.A.)
Elizabethtown College 2003 — 2006
Bachelor of Science (B.S.), International Business - Finance, Cum Laude
Legacy Planning Partners July 2008 - Present
Roizman and Companies January 1994 - July 2008
Skills
Accounting, Microsoft Excel
Education
Montgomery County Community College 2000 — 2000
Accounting I & II
WESCO Distribution December 2011 - Present
Cornell University December 2010 - December 2011
Saint Peter's College April 2010 - December 2010
Advantage HR onsite at Goldman Sachs November 2009 - February 2010
Legacy Planning Partners September 2008 - September 2009
GradStaff September 2006 - September 2008
RainMaker Software July 2005 - September 2006
QVC November 2004 - May 2005
Southern Tier News Group June 2002 - September 2002
Skills
Recruiting, College Recruiting, Talent Acquisition, Customer Service, Leadership
Education
La Salle University 2001 — 2005
Bachelor of Arts, Communication ( Public Relations )
Legacy Planning Partners June 1980 - Present
Skills
Retirement Planning, Investments, Estate Planning, Finance, Financial Services, Financial Advisory, Insurance, Securities, Risk Management, Employee Benefits, Investment Management, Wealth
Education
The American College 2007 — 2011
Masters in Financial Services (MSFS)
Millersville University of Pennsylvania 1976 — 1980
BS, Business
Kades-Margolis Corporation August 2011 - Present
Legacy Planning Partners September 2009 - July 2011
Horner, Townsend and Kent 2008 - 2009
Woodbury Financial 2007 - 2008
Nationwide Financial 1997 - 2007
Education
Penn State University 1976 — 1980
BS, Finance
Legacy Planning Partners July 2007 - Present
Vanguard Group June 2000 - July 2007
Education
Shippensburg University of Pennsylvania 1994 — 1998
Downingtown HS
Downingtown HS
Legacy Planning Partners March 2009 - Present
Education
The American College 2011 — 2014
CERTIFIED FINANCIAL PLANNER TM
West Chester University of Pennsylvania
B.A. Communication Studies & B.S. in Finance
Prospect Capital Corporation July 2015 - Present
PwC August 2013 - July 2015
Tyco International June 2012 - August 2012
PwC January 2012 - March 2012
Tyco International June 2011 - August 2011
Legacy Planning Partners May 2010 - August 2010
Skills
Accounting, Internal Controls, Assurance, Financial Analysis, US GAAP, SEC filings, Microsoft Excel, Sarbanes-Oxley Act, Auditing, Sarbanes-Oxley
Education
Penn State University 2008 — 2013
B.S./M.S., Accounting, B.S. Finance
Firstrust Bank February 2015 - Present
Citigroup December 2001 - Present
Legacy Planning Partners 2009 - 2011
Legacy Planning Partners 2009 - 2011
Legacy Planning Partners 2009 - 2011
Legacy Planning Partners 2009 - 2011
Principal Financial Group 2001 - 2004
Chase Manhattan Corporation January 1994 - December 2001
The Chase Manhattan Bank January 1990 - September 2001
Skills
Series 7, Mortgage Lending, Strategy, Business Development, Banking, Loans, Credit, Finance, Financial Services
Education
Saint Joseph's University 1984 — 1988
Bachelor of Science, Marketing
Bishop Kenrick
Brian Communications September 2015 - Present
Brian Communications August 2014 - August 2015
Brian Communications August 2013 - August 2014
Brian Communications June 2013 - August 2013
Kaplan Test Prep and Admissions August 2012 - May 2013
Legacy Planning Partners June 2012 - July 2012
Penn State Intercollegiate Athletics August 2011 - December 2011
Skills
Social Media, Marketing, InDesign, Photoshop, Microsoft Office, Customer Service, Graphic Design, Illustrator, Photography, Communication Skills, Advertising, Promotions
Education
Penn State University 2009 — 2013
B.S. in Marketing, B.A. in Advertising, Dance Minor
Parkland High School 2005 — 2009
Legacy Planning Partners June 2008 - Present
Lehigh Valley Financial Group June 2007 - June 2008
AXA February 2006 - May 2007
Sigma Financial September 2000 - July 2005
Skills
Strategic Financial..., Finance, Wealth Management, Retirement Planning, Financial Analysis, Investments, Series 7, Asset Allocation, Mutual Funds, Estate Planning, Securities, Retirement, Series 24, Financial Services, Insurance, Financial Advisory, Management, Risk Management, Portfolio Management, Series 63, Asset Management, Investment Strategies, Disability Insurance
Education
Lehigh University - College of Business and Economics 1998 — 2000
MBA, Finance
Millersville University of Pennsylvania 1993 — 1998
BS, Accounting and Management
Legacy Planning Partners 2004 - Present
Education
Penn State University
Accounting
DLL June 2014 - August 2015
Gadsden Schneider & Woodward, LLP May 2013 - July 2013
Legacy Planning Partners 2008 - 2011
Skills
Organized Multi-tasker, Highly responsible, Flexibility, Eager to learn new..., Social Media, Dependable Team Player, Responsible, Leadership, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Teamwork, Social Networking, Microsoft Word, Time Management, Event Planning
Education
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Political Science, Senior
Villa Maria Academy 2001 — 2012
De Monchy Natural Products Inc. June 2015 - Present
Shen Milsom & Wilke, LLC August 2012 - May 2015
Legacy Planning Partners October 2011 - June 2012
First Niagara Private Client Services July 2006 - September 2011
A. M. Todd June 2000 - December 2005
Skills
Management, Event Planning, Reporting & Analysis, Microsoft Office, Accounting, Oral & Written..., Strategic Planning, Project Management, Marketing, Finance, Time Management, Customer Service, Administrative..., Wealth Management, Financial Services, International Logistics, Client Liaison, Microsoft Technologies, PowerPoint, Intercultural..., Series 7, Microsoft Publisher, ERP Implementations, Fundraising, Customer Satisfaction, Executive Management, Investments, Sales, CRM, Budgets, Employee Benefits, Outlook, Administrative..., Organization, Budget, Self-starter, Data Analysis
Education
Pennsylvania State University
Bachelor's Degree, Food Service and Housing Administration
College for Financial Planning 2010 — 2011
RP, Financial Planning
American Bankers Association 2008 — 2008
Diploma, National Trust School
Legacy Planning Partners December 2011 - Present
Calvert Investments May 2007 - May 2011
Calvert Investments July 2005 - May 2007
Education
Georgetown University 2009 — 2010
Certificate in Financial Planning
University of Maryland College Park 2002 — 2005
BA, Economics