Legacy Trust Company
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11 Legacy Trust Company employees in database. Find out everything there's to know about Legacy Trust Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Legacy Trust Company Employees
Employee
Years
Job
Industry
Rosemary Hueser Rosemary Hueser's Legacy Trust Company Experience September 1998 - September 2001
Job Vice President, Manager of Advisory Trust Services
Industry Financial Services
Experience
BOK Financial March 2012 - Present
National Advisors Trust September 2001 - November 2011
Legacy Trust Company September 1998 - September 2001
Eagle Management Group/Life Investors May 1993 - December 1997
Skills
Business Development, Financial Services, Leadership, Entrepreneurship, Budgets, Financial Advisory, Asset Management, Financial Analysis, Investment Advisory
Education
Colorado State University 1988 — 1992
Bachelor of Science, Human Resource Management/Finance
BOK Financial March 2012 - Present
National Advisors Trust September 2001 - November 2011
Legacy Trust Company September 1998 - September 2001
Eagle Management Group/Life Investors May 1993 - December 1997
Skills
Business Development, Financial Services, Leadership, Entrepreneurship, Budgets, Financial Advisory, Asset Management, Financial Analysis, Investment Advisory
Education
Colorado State University 1988 — 1992
Bachelor of Science, Human Resource Management/Finance
Meghan Casey Meghan Casey's Legacy Trust Company Experience May 2010 - July 2010
Job Associate Attorney at Abrons, Chiusano & Sceviour, PLLC
Industry Legal Services
Experience
Abrons, Chiusano & Sceviour, PLLC September 2014 - Present
Norfolk Circuit Court August 2013 - September 2014
Commonwealth Mediation Foundation May 2012 - May 2013
University of Richmond School of Law August 2010 - May 2013
Henrico County Juvenile and Domestic Relations District Court May 2012 - July 2012
Education Rights Clinic, University of Richmond School of Law January 2012 - May 2012
Philadelphia Museum of Art June 2011 - August 2011
Legacy Trust Company May 2010 - July 2010
National Art Museum of Sport May 2009 - August 2009
Skills
Legal Research, Legal Writing, Research, Editing, Non-profits, History, Public Speaking, PowerPoint, Microsoft Office, Social Media, Event Planning, Microsoft Excel, Microsoft Word, Westlaw, Civil Litigation, Nonprofits
Education
University of Richmond School of Law 2010 — 2013
JD, Family Law
University of Notre Dame 2006 — 2010
BA, History Honors, Art History
Study Abroad: John Cabot University 2009 — 2009
Abrons, Chiusano & Sceviour, PLLC September 2014 - Present
Norfolk Circuit Court August 2013 - September 2014
Commonwealth Mediation Foundation May 2012 - May 2013
University of Richmond School of Law August 2010 - May 2013
Henrico County Juvenile and Domestic Relations District Court May 2012 - July 2012
Education Rights Clinic, University of Richmond School of Law January 2012 - May 2012
Philadelphia Museum of Art June 2011 - August 2011
Legacy Trust Company May 2010 - July 2010
National Art Museum of Sport May 2009 - August 2009
Skills
Legal Research, Legal Writing, Research, Editing, Non-profits, History, Public Speaking, PowerPoint, Microsoft Office, Social Media, Event Planning, Microsoft Excel, Microsoft Word, Westlaw, Civil Litigation, Nonprofits
Education
University of Richmond School of Law 2010 — 2013
JD, Family Law
University of Notre Dame 2006 — 2010
BA, History Honors, Art History
Study Abroad: John Cabot University 2009 — 2009
Sarah Snook Sarah Snook's Legacy Trust Company Experience January 2015 - Present
Job Attorney Estate Planning and Probate
Industry Law Practice
Experience
Legacy Trust Company January 2015 - Present
Fizer Beck Webster Bentley & Scroggins July 2012 - January 2015
Scott Hulse PC October 2007 - July 2012
Education
University of Houston Law Center 2004 — 2007
Doctor of Law (JD)
Rice University 1998 — 2002
Bachelor of Arts (B.A.), Cognitive Science
Legacy Trust Company January 2015 - Present
Fizer Beck Webster Bentley & Scroggins July 2012 - January 2015
Scott Hulse PC October 2007 - July 2012
Education
University of Houston Law Center 2004 — 2007
Doctor of Law (JD)
Rice University 1998 — 2002
Bachelor of Arts (B.A.), Cognitive Science
Rodney McLauchlan's Legacy Trust Company Experience Board MemberLegacy Trust CompanyAugust 2002 - Present
Job Board Member at Legacy Trust Company
Industry Investment Management
Experience
Legacy Trust Company Board MemberLegacy Trust CompanyAugust 2002 - Present
Legacy Trust Company September 2003 - 2009
Education
University of Pennsylvania - The Wharton School 1976 — 1978
Universidade Federal do Rio de Janeiro 1972 — 1975
BA, Economics
New York University
APC, Taxation
Legacy Trust Company Board MemberLegacy Trust CompanyAugust 2002 - Present
Legacy Trust Company September 2003 - 2009
Education
University of Pennsylvania - The Wharton School 1976 — 1978
Universidade Federal do Rio de Janeiro 1972 — 1975
BA, Economics
New York University
APC, Taxation
Gallin Fortunov's Legacy Trust Company Experience 2015 - Present
Job corporate finance, financial analysis and modeling, strategic planning, business development, sales channel origination
Industry Financial Services
Experience
Legacy Trust Company 2015 - Present
Oakwell 2008 - 2014
ConocoPhillips 2005 - 2007
HVAC Capital Corportion 2001 - 2003
Enron Energy Services 1999 - 2001
McMurrey Investment Advisors 1998 - 1998
Federal Reserve Bank of Dallas 1997 - 1997
Skills
Financial Modeling, Financial Analysis, Strategy, Strategic Planning
Education
Rice University - Jesse H. Jones Graduate School of Business 2004 — 2006
Master of Business Administration (M.B.A.), GPA 3.71
Austin College 1995 — 1999
Bachelor of Arts (B.A.), Business Administration and Economics, Magna Cum Laude, GPA 3.82
Legacy Trust Company 2015 - Present
Oakwell 2008 - 2014
ConocoPhillips 2005 - 2007
HVAC Capital Corportion 2001 - 2003
Enron Energy Services 1999 - 2001
McMurrey Investment Advisors 1998 - 1998
Federal Reserve Bank of Dallas 1997 - 1997
Skills
Financial Modeling, Financial Analysis, Strategy, Strategic Planning
Education
Rice University - Jesse H. Jones Graduate School of Business 2004 — 2006
Master of Business Administration (M.B.A.), GPA 3.71
Austin College 1995 — 1999
Bachelor of Arts (B.A.), Business Administration and Economics, Magna Cum Laude, GPA 3.82
Michelle Clowe's Legacy Trust Company Experience October 2003 - May 2008
Job Refugee Services & AntiHuman Trafficking Program Coordinator at World Relief
Industry Nonprofit Organization Management
Experience
World Relief May 2009 - Present
Northeast Florida Human Trafficking Coalition June 2012 - January 2014
Shoulder to Shoulder Ministries, Inc. September 2008 - May 2009
Legacy Trust Company October 2003 - May 2008
Law Office of Charlene Francis October 2002 - October 2003
Providence School September 1999 - October 2002
UF Health Science Center September 1995 - June 1999
Education
Boston College 1977 — 1981
Economics, Urban Planning
World Relief May 2009 - Present
Northeast Florida Human Trafficking Coalition June 2012 - January 2014
Shoulder to Shoulder Ministries, Inc. September 2008 - May 2009
Legacy Trust Company October 2003 - May 2008
Law Office of Charlene Francis October 2002 - October 2003
Providence School September 1999 - October 2002
UF Health Science Center September 1995 - June 1999
Education
Boston College 1977 — 1981
Economics, Urban Planning
Steve Sprengnether, CAIA's Legacy Trust Company Experience November 2005 - Present
Job CoChief Investment Officer Head of Alternative Assets Legacy Trust Co
Industry Investment Management
Experience
Legacy Trust Company November 2005 - Present
Goldman Sachs August 2002 - October 2005
US Army June 1995 - June 2000
Education
United States Military Academy at West Point 1991 — 1995
BS, Systems Engineering
Rice University - Jesse H. Jones Graduate School of Management 2000 — 2002
MBA, Finance
SLUH
Legacy Trust Company November 2005 - Present
Goldman Sachs August 2002 - October 2005
US Army June 1995 - June 2000
Education
United States Military Academy at West Point 1991 — 1995
BS, Systems Engineering
Rice University - Jesse H. Jones Graduate School of Management 2000 — 2002
MBA, Finance
SLUH
David Lee, CFA's Legacy Trust Company Experience February 2011 - May 2011
Job Upstream Treasurer's at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil August 2011 - Present
Rice University August 2009 - September 2011
Legacy Trust Company February 2011 - May 2011
Robertson, Griege & Thoele September 2006 - August 2009
Skills
Financial Analysis, Strategic Financial..., Corporate Finance, Financial Modeling, Valuation, Equity Research, Finance, Mergers & Acquisitions, Risk Management
Education
Jones Graduate School of Business, Rice University 2009 — 2011
MBA, Finance
Texas A&M University 2002 — 2006
BBA, Finance
ExxonMobil August 2011 - Present
Rice University August 2009 - September 2011
Legacy Trust Company February 2011 - May 2011
Robertson, Griege & Thoele September 2006 - August 2009
Skills
Financial Analysis, Strategic Financial..., Corporate Finance, Financial Modeling, Valuation, Equity Research, Finance, Mergers & Acquisitions, Risk Management
Education
Jones Graduate School of Business, Rice University 2009 — 2011
MBA, Finance
Texas A&M University 2002 — 2006
BBA, Finance
Ben Messier's Legacy Trust Company Experience January 2013 - May 2013
Job Associate at Intrepid Financial Partners
Industry Investment Banking
Experience
Intrepid Financial Partners September 2015 - Present
Credit Suisse July 2014 - September 2015
Atwood Oceanics June 2013 - August 2013
Legacy Trust Company January 2013 - May 2013
The Online 401(k) June 2010 - July 2012
Northwestern Mutual May 2008 - August 2009
Benefit Concepts May 2007 - August 2007
Capstone Asset Management Corporation December 2005 - January 2006
Skills
Retirement Planning, Disability Insurance, Financial Analysis, Microsoft Excel, Microsoft Office, Insurance, Financial Modeling, Investments, Analysis, PowerPoint, Strategic Financial..., Microsoft Word, Wealth Management, Portfolio Management, 401k, Mutual Funds, Risk Management, Investment Management, Finance, Asset Allocation
Education
Rice University - Jesse H. Jones Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Energy and Finance
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2010
BBA, Finance
Wirtschaftsuniversität Wien / WU Wien 2009 — 2009
Bachelor of Business Administration (BBA), Finance, General
Kinkaid High School 2002 — 2006
Intrepid Financial Partners September 2015 - Present
Credit Suisse July 2014 - September 2015
Atwood Oceanics June 2013 - August 2013
Legacy Trust Company January 2013 - May 2013
The Online 401(k) June 2010 - July 2012
Northwestern Mutual May 2008 - August 2009
Benefit Concepts May 2007 - August 2007
Capstone Asset Management Corporation December 2005 - January 2006
Skills
Retirement Planning, Disability Insurance, Financial Analysis, Microsoft Excel, Microsoft Office, Insurance, Financial Modeling, Investments, Analysis, PowerPoint, Strategic Financial..., Microsoft Word, Wealth Management, Portfolio Management, 401k, Mutual Funds, Risk Management, Investment Management, Finance, Asset Allocation
Education
Rice University - Jesse H. Jones Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Energy and Finance
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2010
BBA, Finance
Wirtschaftsuniversität Wien / WU Wien 2009 — 2009
Bachelor of Business Administration (BBA), Finance, General
Kinkaid High School 2002 — 2006
Ben Hopf's Legacy Trust Company Experience August 2011 - September 2014
Job Vice President, Private Client Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management October 2014 - Present
Trust Education Foundation June 2012 - Present
Social Venture Partners 2015 - 2015
Legacy Trust Company August 2011 - September 2014
Skills
Wealth Management, Asset Managment, Asset Management, Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management..., Investments, Portfolio Management, Investment Advisory, Asset Allocation, Investment Management, Trust Administration, Generational Wealth..., Gift & Estate Tax, Wealth, Financial Advisory, Trusts, Investment Strategies, Financial Planning
Education
Campbell University, Lundy-Fetterman School of Business 2010 — 2011
Master of Business Administration (MBA), Concentration in Finance
Campbell University 2006 — 2010
BBA in Trust & Wealth Management; Minor in Financial Planning, Minor in Spanish.
U.S. Trust, Bank of America Private Wealth Management October 2014 - Present
Trust Education Foundation June 2012 - Present
Social Venture Partners 2015 - 2015
Legacy Trust Company August 2011 - September 2014
Skills
Wealth Management, Asset Managment, Asset Management, Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management..., Investments, Portfolio Management, Investment Advisory, Asset Allocation, Investment Management, Trust Administration, Generational Wealth..., Gift & Estate Tax, Wealth, Financial Advisory, Trusts, Investment Strategies, Financial Planning
Education
Campbell University, Lundy-Fetterman School of Business 2010 — 2011
Master of Business Administration (MBA), Concentration in Finance
Campbell University 2006 — 2010
BBA in Trust & Wealth Management; Minor in Financial Planning, Minor in Spanish.