Legacy Trust
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Legacy Trust Employees
Employee
Years
Job
Industry
Eric Nevarez Eric Nevarez's Legacy Trust Experience May 2012 - August 2012
Job Team Member at Whole Foods Market
Industry Online Media
Experience
Whole Foods Market June 2011 - Present
Legacy Trust May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Research, Microsoft Excel, PowerPoint, Training, Corporate Communications, Retail Buying, Interviews, Nonprofits, Communication
Education
University of Houston-Downtown 2012 — 2016
Bachelor’s Degree, Corporate Communication, Senior
Whole Foods Market June 2011 - Present
Legacy Trust May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Research, Microsoft Excel, PowerPoint, Training, Corporate Communications, Retail Buying, Interviews, Nonprofits, Communication
Education
University of Houston-Downtown 2012 — 2016
Bachelor’s Degree, Corporate Communication, Senior
Barbara Paneral Barbara Paneral's Legacy Trust Experience May 2009 - May 2011
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2013 - Present
Wells Fargo Advisors, LLC March 2012 - May 2013
Legacy Trust May 2009 - May 2011
Smith Barney December 2007 - May 2009
United States Tennis Association January 2001 - January 2006
Independent Consultant October 1993 - March 1999
Invest Financial Corporation (Kemper Financial) March 1988 - October 1993
Blunt Ellis & Loewi, Inc. (Kemper Financial) March 1985 - January 1988
Education
Marquette University 1980 — 1984
BS, Finance & Spanish
University of Madrid Spain 1983 — 1984
Spanish, Business
Wells Fargo Advisors, LLC May 2013 - Present
Wells Fargo Advisors, LLC March 2012 - May 2013
Legacy Trust May 2009 - May 2011
Smith Barney December 2007 - May 2009
United States Tennis Association January 2001 - January 2006
Independent Consultant October 1993 - March 1999
Invest Financial Corporation (Kemper Financial) March 1988 - October 1993
Blunt Ellis & Loewi, Inc. (Kemper Financial) March 1985 - January 1988
Education
Marquette University 1980 — 1984
BS, Finance & Spanish
University of Madrid Spain 1983 — 1984
Spanish, Business
Daniel Haines, CFA Daniel Haines, CFA's Legacy Trust Experience 2005 - 2009
Job Analyst at Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust November 2013 - Present
Standard & Poor's 2011 - 2013
AT&T Pension Fund 2010 - 2010
Legacy Trust 2005 - 2009
Skills
Financial Modeling, Valuation, Fixed Income, Credit Analysis, High Yield, Forecasting, Finance, Credit
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Finance
Calvin College 2002 — 2006
B.A., Economics
Greenleaf Trust November 2013 - Present
Standard & Poor's 2011 - 2013
AT&T Pension Fund 2010 - 2010
Legacy Trust 2005 - 2009
Skills
Financial Modeling, Valuation, Fixed Income, Credit Analysis, High Yield, Forecasting, Finance, Credit
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Finance
Calvin College 2002 — 2006
B.A., Economics
Hunter Lewis, CFA Hunter Lewis, CFA's Legacy Trust Experience March 2014 - Present
Job Senior Research Analyst at Legacy Trust
Industry Investment Management
Experience
Legacy Trust March 2014 - Present
GAIN Capital (formerly GFT) July 2012 - February 2014
Merrill Lynch April 2011 - October 2011
Education
Grand Valley State University 2008 — 2012
Bachelor of Business Administration, Finance and Business Economics
Legacy Trust March 2014 - Present
GAIN Capital (formerly GFT) July 2012 - February 2014
Merrill Lynch April 2011 - October 2011
Education
Grand Valley State University 2008 — 2012
Bachelor of Business Administration, Finance and Business Economics
Timothy Anderson, CFA Timothy Anderson, CFA's Legacy Trust Experience February 2011 - March 2013
Job Senior Portfolio Manager at Fifth Third Private Bank
Industry Investment Management
Experience
Fifth Third Bank March 2013 - Present
Legacy Trust February 2011 - March 2013
JPMorgan June 2009 - February 2011
Northern Trust 2005 - 2009
Northern Trust Bank December 1998 - December 2004
Northern Trust Bank July 1996 - December 1998
NBD Bank March 1989 - July 1996
First of Michigan Corporation November 1983 - March 1989
Skills
Portfolio Management, Talent Management, Team Building, Investment Strategies, Investment Management, Family Office, Investment Consulting, Investment Advisory..., Investments, Securities, Financial Advisory, Asset Management, Due Diligence, Equities, Fixed Income, Mutual Funds, Finance, Asset Allocation, High Net Worth..., Relationship Management, Wealth Management, Alternative Investments
Education
Michigan State University 1981 — 1983
BA, Economics
Grand Rapids Catholic Central High School 1973 — 1977
Fifth Third Bank March 2013 - Present
Legacy Trust February 2011 - March 2013
JPMorgan June 2009 - February 2011
Northern Trust 2005 - 2009
Northern Trust Bank December 1998 - December 2004
Northern Trust Bank July 1996 - December 1998
NBD Bank March 1989 - July 1996
First of Michigan Corporation November 1983 - March 1989
Skills
Portfolio Management, Talent Management, Team Building, Investment Strategies, Investment Management, Family Office, Investment Consulting, Investment Advisory..., Investments, Securities, Financial Advisory, Asset Management, Due Diligence, Equities, Fixed Income, Mutual Funds, Finance, Asset Allocation, High Net Worth..., Relationship Management, Wealth Management, Alternative Investments
Education
Michigan State University 1981 — 1983
BA, Economics
Grand Rapids Catholic Central High School 1973 — 1977
Kerby Wallick, CFA Kerby Wallick, CFA's Legacy Trust Experience March 2006 - August 2010
Job Chief Investment Strategist at StreamSong Advisors, LLC
Industry Investment Management
Experience
StreamSong Advisors, LLC September 2014 - Present
PNC Wealth Management July 2012 - July 2014
US Trust August 2010 - July 2012
Legacy Trust March 2006 - August 2010
Fifth Third Bank February 1996 - March 2006
FirstMerit Bank 1991 - 1996
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Investment Advisory, Mutual Funds, High Net Worth..., Investment Management, Investment Strategies, Estate Planning, Alternative Investments, Asset Managment, Financial Analysis, Strategic Financial..., Wealth Management..., Retirement Planning, Equities, Equity Research, Financial Planning, Financial Advisory, Finance, Wealth, Securities, Financial Services
Education
The University of Akron 1985 — 1989
Bachelor of Science (B.S.) with Honors, Finance, General
StreamSong Advisors, LLC September 2014 - Present
PNC Wealth Management July 2012 - July 2014
US Trust August 2010 - July 2012
Legacy Trust March 2006 - August 2010
Fifth Third Bank February 1996 - March 2006
FirstMerit Bank 1991 - 1996
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Investment Advisory, Mutual Funds, High Net Worth..., Investment Management, Investment Strategies, Estate Planning, Alternative Investments, Asset Managment, Financial Analysis, Strategic Financial..., Wealth Management..., Retirement Planning, Equities, Equity Research, Financial Planning, Financial Advisory, Finance, Wealth, Securities, Financial Services
Education
The University of Akron 1985 — 1989
Bachelor of Science (B.S.) with Honors, Finance, General
Daniel Oumedian's Legacy Trust Experience September 2008 - December 2010
Job CEO of DanO is retired
Industry Investment Management
Experience
DanO INC. July 2015 - Present
PNC June 2013 - July 2015
Legacy Trust September 2008 - December 2010
Fifth Third Bank/Old Kent Bank June 1977 - August 2008
Skills
Wealth Management, Investments, Estate Planning, Investment Advisory, High Net Worth..., Retirement Planning, Wealth Management..., Trust Services, Investment Management, Portfolio Management, Trusts, Investment Strategies, Mutual Funds, Asset Allocation, Strategic Financial..., Retirement, Securities, Financial Advisory, 401k, Event Planning
Education
Grand Valley State University 1990 — 1993
MBA, Business Administration/Finance
The American College 2005 — 2007
ChFC, Chartered Financial Consultant
Ferris State University 1975 — 1977
Bachelor of Science, Finance
Institute of Certified Bankers
CTFA
DanO INC. July 2015 - Present
PNC June 2013 - July 2015
Legacy Trust September 2008 - December 2010
Fifth Third Bank/Old Kent Bank June 1977 - August 2008
Skills
Wealth Management, Investments, Estate Planning, Investment Advisory, High Net Worth..., Retirement Planning, Wealth Management..., Trust Services, Investment Management, Portfolio Management, Trusts, Investment Strategies, Mutual Funds, Asset Allocation, Strategic Financial..., Retirement, Securities, Financial Advisory, 401k, Event Planning
Education
Grand Valley State University 1990 — 1993
MBA, Business Administration/Finance
The American College 2005 — 2007
ChFC, Chartered Financial Consultant
Ferris State University 1975 — 1977
Bachelor of Science, Finance
Institute of Certified Bankers
CTFA
Mandy Chardoul, CPA, CFP®, MST's Legacy Trust Experience April 2013 - October 2013
Job Senior Tax Associate for the Wealth Management Industry Group at Plante Moran
Industry Facilities Services
Experience
Plante Moran January 2005 - Present
Legacy Trust April 2013 - October 2013
Plante Moran January 2005 - April 2013
Michigan Small Business and Technology Development Center January 2004 - January 2005
Amazon.com January 2003 - September 2003
Singingfish.com September 2000 - September 2003
Onyx Software June 1996 - August 1999
Personalconnect Communications September 1994 - February 1996
Skills
Financial Analysis, Competitive Analysis, Business Planning, Finance, Marketing, Leadership, Business Development, Cross-functional Team..., Strategy, Analysis, Strategic Partnerships, Tax, Small Business, Trusts, Management, Estate Planning
Education
Colorado College 1991 — 1994
B.A., World Political Economy
Grand Valley State University 2006 — 2010
MST, Master in the Science of Taxation
University of St. Andrews 1990 — 1991
Political Science
St Georges School 1986 — 1990
Plante Moran January 2005 - Present
Legacy Trust April 2013 - October 2013
Plante Moran January 2005 - April 2013
Michigan Small Business and Technology Development Center January 2004 - January 2005
Amazon.com January 2003 - September 2003
Singingfish.com September 2000 - September 2003
Onyx Software June 1996 - August 1999
Personalconnect Communications September 1994 - February 1996
Skills
Financial Analysis, Competitive Analysis, Business Planning, Finance, Marketing, Leadership, Business Development, Cross-functional Team..., Strategy, Analysis, Strategic Partnerships, Tax, Small Business, Trusts, Management, Estate Planning
Education
Colorado College 1991 — 1994
B.A., World Political Economy
Grand Valley State University 2006 — 2010
MST, Master in the Science of Taxation
University of St. Andrews 1990 — 1991
Political Science
St Georges School 1986 — 1990
Terri Lynn Land's Legacy Trust Experience March 2015 - Present
Job Member, Board of Directors at Legacy Trust
Industry Real Estate
Experience
Legacy Trust March 2015 - Present
Republican National Committee August 2012 - January 2014
Kent County Michigan January 2011 - December 2013
State of Michigan January 2003 - January 2011
Kent County 1992 - 2000
Education
Hope College 1977 — 1981
BS, Political Science
Legacy Trust March 2015 - Present
Republican National Committee August 2012 - January 2014
Kent County Michigan January 2011 - December 2013
State of Michigan January 2003 - January 2011
Kent County 1992 - 2000
Education
Hope College 1977 — 1981
BS, Political Science
Nikki Cassala's Legacy Trust Experience July 2011 - Present
Job Legacy Trust Family Wealth Offices
Industry Financial Services
Experience
Legacy Trust July 2011 - Present
OFFICE OF THE PUBLIC DEFENDER August 2010 - December 2010
Education
Florida State University 2008 — 2010
B.S., Criminology; Religion
Legacy Trust July 2011 - Present
OFFICE OF THE PUBLIC DEFENDER August 2010 - December 2010
Education
Florida State University 2008 — 2010
B.S., Criminology; Religion