Legacy Wealth Management
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Legacy Wealth Management Employees
Merrill Lynch December 2012 - January 2013
Coldwell Banker 2013 - 2013
Legacy Wealth Management 2013 - 2013
Raymond James Financial Inc. August 2012 - December 2012
Skills
Finance, Investments, Microsoft Office, Public Speaking, Microsoft Excel
Education
University of Cincinnati 2013 — 2017
Bachelor's Degree, Finance and Business Analytics, Sophomore
Legacy Wealth Management March 2014 - Present
CalSTRS/JEM October 2007 - March 2009
PARS (Public Agency Retirement Services) September 1992 - September 2007
Skills
Sales, Employee Benefits, Customer Service, Management, Start-ups, CRM, Sales Management, Business Development, Product Management, Negotiation, Marketing Strategy, Employee Training, Defined Contribution, Investments, 401(a), Project Management, Sales Operations, New Business Development, Planning, Presentations, Selling, Account Management, Salesforce.com, Entrepreneurship, Leadership, Benefits Administration, Defined Benefit, Contract Negotiation, Product Development, Sales Process, Operations Management, Morningstar, LPL Financial's..., 403 b
Education
University of California, Irvine 1985 — 1989
Bachelors, Psychology
Chaminade College Preparatory
Wharton School of Business
CEBS Candidate
Matles & Associates, Inc. June 2012 - Present
Legacy Wealth Management June 1996 - June 2012
Skills
Retirement, Life Insurance, Insurance, Retirement Planning, 401k, Disability Insurance, Fixed Annuities, Financial Advisory, Investments, Investment Advisory, Series 7, Estate Planning, Long-term Care, Term Life Insurance, Employee Benefits, Strategic Financial...
Education
California State University-Fullerton 1994 — 1995
BA, Business Administation w/ Finance
Cal Poly Pomona 1991 — 1992
CNA Insurance January 2014 - Present
Chesapeake Energy January 2013 - December 2013
Frates Insurance & Risk Management December 2009 - December 2012
Standard Lines Services, a Division of Graham Rogers February 2009 - November 2009
ConocoPhillips June 2008 - December 2008
United Supermarkets, LLC September 2006 - August 2007
Legacy Wealth Management May 2006 - February 2007
Skills
Commercial Insurance, CISR Designation, Personal Financial..., Accounts Receivable, Oil & Gas Industry, Account Management, Customer Service, Microsoft Office, Learning Quickly, Analytical Reasoning, MS Excel Pivot Tables, Mas 90, BNA Tax Planner, Axys, Golden Years Financial..., IS400, 10 Key, Microsoft Excel, CIC Commercial Property, CIC Commercial Casualty, Organization, Financial Counseling, Casualty Insurance, Financial Accounting, General Insurance, Insurance, Legal Liability, Professional Liability, Property, Sales, Underwriting, Workers Compensation
Education
Texas Tech University 2004 — 2006
Bachelor of Science, Personal Financial Planning, 3.0
Trinity Wealth Management June 2014 - Present
South Plains College January 2015 - May 2015
Slaton High School August 2012 - May 2015
Sanford-Fritch ISD 2010 - 2011
Heritage Wealth Management February 2008 - August 2009
Legacy Wealth Management January 2007 - January 2008
Amarillo National Bank February 2001 - August 2003
Skills
Certified Financial..., Personal Financial..., Financial Planning, Charitable Trusts, Wealth Management, Portfolio Management, Technology, Communication, Intellectually Curious, Committed to..., Investments, Retirement Planning, Charitable Remainder..., Critical Thinking, Charitable Giving, Active Learning, Microsoft Office
Education
Texas Tech University 2013 — 2017
Doctor of Philosophy (PhD), Personal Financial Planning
Texas Tech University 2005 — 2006
Master of Science (M.S.), Personal Financial Planning
West Texas A&M University 1997 — 2000
Bachelor of Science (B.S.), Political Science and Government
Amarillo College 1995 — 1997
Amarillo High School 1991 — 1995
Diploma, General Studies
Thrivent Financial January 2012 - Present
Legacy Wealth Management March 2011 - January 2012
LUXE November 2004 - August 2011
Shultz & Associates, Ltd. May 2005 - August 2010
Laurie's January 2003 - December 2004
Florentine's de Paris September 2001 - December 2002
Education
North Dakota State University 2004 — 2009
Bachelor of Science, Double Major in Business Admin & Marketing
Fargo North High School
Legacy Wealth Management August 2008 - Present
William Howard & Company Financial Advisors March 2004 - July 2008
Education
The University of Memphis 2003 — 2004
Masters in Business Administration
The University of Memphis 1999 — 2003
Bachelors in Business Administration, Finance
Legacy Wealth Management October 2014 - Present
Legacy Practice Management March 2014 - Present
Charles Schwab January 2014 - March 2014
Charles Schwab January 2013 - January 2014
Edward Jones 2012 - December 2012
Marion County Clerk's Office June 2007 - July 2012
Marion County Superior Court March 2004 - May 2007
Skills
Investments, Life Insurance, Series 63, Telephone Skills, Financial Services, Customer Service, Securities Market, Insurance, Retirement Savings, College Savings Plans, IRAs, Roth IRA, Series 7, Securities, Mutual Funds, Retirement, Leadership, Retirement Planning, Term Life Insurance, Disability Insurance, Series 65, Financial Planning
Education
Indiana University-Purdue University at Indianapolis 2003 — 2011
Bachelor of Science (B.S.), Criminal Justice/Safety Studies
Nicsrevelations.com September 2011 - Present
US Army 2000 - 2006
Legacy Wealth Management 1997 - 1999
Morgan Keegan 1995 - 1997
Skills
Creative Writer, Interior Decorating, Published Author, Copywriting, Copy Editing, Interior Design, Magazines, Feature Articles, Editorial, Web Content, Publicity, Storytelling, Advertising, Short Stories, Technical Writing, Creative Writing
Education
College for Financial Planning 1995 — 1997
Financial Planning
The University of Memphis 1989 — 1995
Master of Business Administration (MBA)
Legacy Wealth Management November 2012 - Present
Morgan Stanley June 2011 - November 2012
Narragansett Bay Commission March 2008 - June 2011
Joan Wills Law Office January 1980 - March 2008
Town of Narragansett January 1990 - December 1994
Education
Suffolk University Law School 1977 — 1980
Juris Doctor (J.D.), Law
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Smith Barney February 2011 - June 2012
Legacy Wealth Management February 2006 - January 2009
Ameriprise Financial January 2005 - January 2006
Skills
Finance, Series 7, Uniform Combined State..., Retirement Planning, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Securities, Asset Management, Financial Advisory, Investment Management, Tax, Insurance, Trading, Equities
Education
University of San Francisco 1996 — 2000
B.S.B.A.
Legacy Wealth Management August 2013 - May 2015
Quintiles Transnational 2011 - 2011
MeadowBrook of Granby April 2010 - October 2010
Vitas Hospice Care December 2008 - September 2009
Teva Neuroscience November 2003 - January 2008
TAP Pharmaceuticals June 2000 - November 2003
Skills
PowerPoint, Sales, Account Management, Sales Operations, Sales Management, Hospitals, Marketing, Neurology, Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com
Education
University of New Hampshire
Bachelor of Science (B.S.), Animal Science
New Canaan High School
High School Diploma, College Prepatory
Schneider Electric August 2013 - Present
Schneider Electric July 2012 - August 2013
Legacy Wealth Management June 2010 - September 2010
Palos Verdes High School September 2006 - June 2008
Skills
Electrical Engineering, Sales Engineering, Quotations, Quote to Cash, Power Systems, SKM, ETAP, PowerWorld, Microsoft Office, Pspice, VHDL, C, Power Distribution, Engineering
Education
California Polytechnic State University-San Luis Obispo 2008 — 2011
B.S., Electrical Engineering
El Camino College 2005 — 2008
A.S., Electrical Engineering
Legacy Wealth Management January 2015 - Present
Covance July 2013 - December 2014
AIT Laboratories March 2009 - March 2013
AIT Laboratories January 2009 - March 2009
AIT Laboratories August 2008 - January 2009
Skills
Project Management, Six Sigma, Lean Operations, Team Leadership, Department Budgeting, Operations Management, Root Cause Analysis, Goal Setting, Training Within Industry, MS Excel Pivot Tables, Staff Development, People-oriented, Relationship-building..., Process Improvement, Goal Oriented, Enjoy Challenges, Teamwork, Critical Thinking, Statistical Concepts, Microsoft Office, HPLC, Employee Training, Training, Strategic Planning, Leadership, Validation, Lifesciences, LIMS, GLP, Sop, Life Sciences, SOP, Customer Service, Management
Education
Indiana University Bloomington 2004 — 2008
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Express Employment Professionals October 2006 - Present
Legacy Wealth Management January 2006 - September 2006
Paradigm AdvantEdge January 2000 - January 2006
Education
University of Central Oklahoma
Legacy Wealth Management June 1993 - Present
Gunnison Bank and Trust Company June 1976 - May 1993
Skills
Retirement Planning, Wealth Management, Investment Strategies, Insurance Analysis, Fee based financial..., Insurance, Certified Financial...
Education
College for Financial Planning
Finance
Legacy Wealth Management April 2014 - Present
Skills
PowerPoint
Education
Colorado State University-Pueblo 2012 — 2014
BA, History
Mountain Home Senior High School 2004 — 2006
SunTrust September 2014 - Present
Legacy Wealth Management July 2009 - August 2014
Waddell & Associates June 2004 - December 2008
Morgan Keegan & Company October 1991 - May 2004
Skills
Portfolio Management, Finance, Financial Services, Strategic Financial..., Management, 401k, Certified Financial..., Graduated from..., Wealth Management, High Net Worth..., Retirement Planning, Financial Goals, Wealth Management..., Wealth, Retirement, Financial Planners, Separately Managed..., Funding, Pensions, Estate Planning, Trusts
Education
Cannon Financial Institute 2010 — 2010
Personal Trust I, II, & III Graduate Certificant, Personal Trust & Administration
College for Financial Planning 2005 — 2006
CFP Certification Program Graduate Certificate, Financial Planning and Services
The University of Memphis 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Legacy Wealth Management March 2014 - Present
Woodbury Financial Services 2014 - 2015
LPL Financial January 1998 - August 2012
Skills
Wealth Management, Management, Investments, Securities, Strategic Planning, Wealth, Finance, Sales, Insurance, Medicare Supplements
Education
University of Houston-Clear Lake 1990 — 1992
Bachelor of Science (B.S.), Accounting and Finance
Stephen F. Austin State University 1986 — 1989
Accounting
Marshall High School 1981 — 1986
Legacy Wealth Management June 2005 - Present
Cetera Advisor Networks LLC January 1992 - Present
Skills
Wealth Accumulation, Retirement Planning, Retirement, Investment Advisory, Series 7, Wealth Management, IRAs, Fixed Annuities, Series 63, Asset Allocation, Strategic Financial..., Estate Planning
Education
The American College 2000 — 2002
Chfc, Financial Planning and Services
INFRE 1996 — 2000
Certified retirement Coumselor, Retirement Planning, CRC Degree
Legacy Wealth Management September 2006 - Present
Investors Capital Corporation 2006 - Present
Quick & Reilly March 2000 - December 2004
FISCO Equity 1997 - 2000
Skills
Wealth Management, Investments, Investment Advisory, Retirement, Mutual Funds, Retirement Planning, Strategic Financial..., Estate Planning, Securities, Inheritance Tax Planning, Estate Tax Planning, Retirement Savings, Qualified Retirement..., Charitable Gift Planning, Financial Advisory, Financial Services
Education
Salem State University 1988 — 2004
Young Life December 2013 - Present
Legacy Wealth Management January 2010 - Present
Anvil Corporation June 2008 - December 2009
Urban Drainage and Flood Control District March 2006 - June 2008
Skills
Risk Management, Strategic Financial..., Investments, Retirement Planning, Estate Planning, Personal Finance, Pensions, Asset Managment, Portfolio Management, Insurance, Financial Advisory, Employee Benefits, Small Business, Financial Analysis, Finance, Business Development, Financial Planners, Series 7, Series 63, Series 65, Licensed Life & Health..., Investment Management, Securities, Investment Strategies, Wealth Management, Financial Services, Asset Allocation, Investment Advisory
Education
College for Financial Planning 2009 — 2010
Comprehensive Financial Services
Colorado School of Mines 2004 — 2008
Engineering with a Civil Specialty, Engineering, Economics and Business
Fruita Monument High School
Marquette University August 2012 - Present
Citi June 2014 - August 2014
Legacy Wealth Management June 2013 - August 2013
Healthy Bagel Restaurant August 2010 - June 2013
Skills
Microsoft Excel, Public Speaking, Sales, International Relations, Microsoft Word, Problem Solving, Bloomberg Terminal, Morningstar Office, SPSS, Financial Statement..., Credit Analysis, Oral Arguments
Education
Marquette University 2012 — 2016
Finance
Nova High School 2008 — 2012
MedTrust Staffing November 2012 - Present
Republic Asset Management Corp May 2011 - May 2012
Legacy Wealth Management January 2007 - January 2008
Skills
Microsoft Excel, Financial Analysis, QuickBooks, Accounting, Government Contracting, Contract Management, Proposal Writing, Business Development, Insurance, Microsoft Office, Applicant Tracking..., Talent Acquisition, Healthcare, Leadership, Salesforce.com, Microsoft Word, SharePoint, WordPress, Project Management, Process Improvement, Project Planning, PowerPoint, Social Media, Customer Service, Social Media Marketing
Education
Florida International University - College of Business 2015 — 2016
Master's Degree, Finance
Florida State University - College of Business 2008 — 2012
Bachelor of Science (B.S.), Finance and Management, 3.5
Legacy Wealth Management April 1991 - Present
Education
Cannon Financial Institute 2007 — 2009
Trust Schools
College for Financial Planning 2003 — 2006
CFP Certification Professional Education Program
Messick High School
Messick High School
University of Memphis
First Tennessee Bank May 2015 - Present
Legacy Wealth Management September 2013 - December 2014
Private Practice August 2010 - September 2013
Education
The University of Memphis—Cecil C. Humphreys School of Law 2007 — 2010
Doctor of Law (JD)
The University of Memphis 2008 — 2010
Master of Business Administration (MBA)
Lindsey Wilson College 2003 — 2006
Bachelor's degree
Middle Tennessee State University 2002 — 2003
Memphis, TN May 2011 - Present
Legacy Wealth Management August 2010 - April 2011
First Mercantile April 2004 - July 2010
Morgan Keegan January 2002 - April 2004
Sparks Commodities January 1998 - January 2001
Merrill Lynch January 1997 - January 1998
Skills
Investments, 401k, Portfolio Management, Asset Allocation, Securities, Mutual Funds, Customer Service, Fixed Income, Financial Markets, Equities, Retirement Planning, Finance, Investment Management, Asset Management, Bloomberg, Valuation, Alternative Investments, Financial Analysis, Financial Services, Wealth Management, Investment Analysis
Education
Christian Brothers University
Bachelors of Business Administration, Summa Cum Laude, Finance
Christian Brothers University
Finance, General
Frishberg Financial 2009 - 2010
Legacy Wealth Management 2007 - 2008
Ameriprise Financial 2004 - 2007
Skills
Management, Project Management, Recruiting, Research, CRM, Microsoft Office, Negotiation, Analysis, Marketing, Data Analysis, Teamwork, Finance, Leadership, Software Documentation, Event Planning
Education
Brazosport High
University of Houston
Legacy Wealth Management, Inc. (Memphis, TN) March 2013 - Present
Legacy Wealth Management August 2007 - March 2013
Charles Schwab July 2000 - August 2007
Education
Christian Brothers University 2007 — 2008
CFP Education Requirement
Arizona State University 2004 — 2006
MBA, Management
University of Tennessee-Knoxville 1996 — 2000
BS, Finance
RightSourcing, Inc. June 2015 - Present
STG Inc. September 2014 - May 2015
SCRA Applied R&D April 2011 - July 2014
Legacy Wealth Management September 2007 - April 2011
MassMutual September 2006 - June 2007
Junior League of Charleston September 2006 - November 2006
Woodside & Assosiates April 2006 - November 2006
Charlestowne Management Hotels May 2006 - August 2006
College of Charleston Hospitality & Tourism Dept. January 2006 - March 2006
Skills
Event Management, PowerPoint, Fundraising, Proposal Writing, Training, Management, Marketing, Press Releases, Recruiting, Analysis, Public Relations, Project Planning, Media Relations, Policy, Advertising
Education
College of Charleston 2003 — 2007
Bachelor
James F. Byrnes High School 1999 — 2003
Legacy Wealth Management 2002 - Present
IFG Advisory Services, Inc. December 2001 - January 2004
MML Investor Services April 2000 - November 2001
Minnesota Mutual March 1998 - April 2000
American Club Systems 1992 - 1996
Education
Radford University 1989 — 1992
BS
Radford University 1988 — 1992
B.S.
Summit Asset Management January 2006 - Present
Legacy Wealth Management September 1995 - January 2005
Progressive Capital September 1989 - September 1995
Morgan Keegan 1982 - 1989
Interstate Securities September 1979 - August 1982
Skills
Investments, Securities, Asset Management, Asset Allocation, Portfolio Management, Wealth Management, Asset Managment, Strategic Financial..., Client Services, Valuation, Financial Modeling, Public Speaking, Investment Strategies, New Business Development, Business Planning, Business Development, Negotiation, Insurance, Mutual Funds, Finance, Investment Advisory, Retirement Planning, Financial Advisory, Financial Analysis, Risk Management, Employee Benefits, Management, Process Improvement, Commercial Lending, Separately Managed..., Start-ups, Commercial Banking, Leadership, Defined Benefit, Series 7, Private Equity, Estate Planning, Mergers & Acquisitions, Alternative Investments, Equities, Personal Finance, Credit Analysis, Banking, Entrepreneurship, Retirement, Financial Planning
Education
East Carolina University
Master's degree, English/Language Arts Teacher Education
Hutchison School
High School diploma, Liberal Arts
University of North Carolina at Chapel Hill
BA, English, History Education