Legacy Wealth Strategies
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Legacy Wealth Strategies Employees
Employee
Years
Job
Industry
Samuel Prentice, The Tax-Free Asset Guru Samuel Prentice, The Tax-Free Asset Guru's Legacy Wealth Strategies Experience February 2011 - March 2013
Job Learn about an asset, that offers you: Great Returns, MarketCrash Protection, TaxFree Gains, Liquidity, and Control!
Industry Financial Services
Experience
Dove Ventures LLC January 2013 - Present
NGM Pro (Tax-Favored Employee Benefit Plans) February 2013 - Present
Legacy Wealth Strategies February 2011 - March 2013
Legacy Wealth Strategies March 2010 - March 2012
Skills
Hiring, Insurance Training, Tax-Free Retirement, Estate Planning, Key Person Insurance, Private Banking, Becoming You Own Bank, Private Reserves, Stretegic Retirement..., Collateralizable Assets, Business Insurance..., Tax Advantaged Group..., Voluntary Employee..., Employee Benefit Plans..., Venture Financing, Project Funding, Joint Ventures, Tax-advantaged..., Private Ventures, Guaranteed Lifetime..., Leveraged Portfolios, Retirement Planning, Employee Benefits, Retirement, Health Insurance, Sales Management, Project Finance, Life Insurance, Insurance, Management, Sales, Customer Service, Long-term Care, Fixed Annuities, Team Building, Small Business, Leadership, Disability Insurance, Investments, Marketing, Public Speaking
Education
Rose State College
Pre-Engineering
Dove Ventures LLC January 2013 - Present
NGM Pro (Tax-Favored Employee Benefit Plans) February 2013 - Present
Legacy Wealth Strategies February 2011 - March 2013
Legacy Wealth Strategies March 2010 - March 2012
Skills
Hiring, Insurance Training, Tax-Free Retirement, Estate Planning, Key Person Insurance, Private Banking, Becoming You Own Bank, Private Reserves, Stretegic Retirement..., Collateralizable Assets, Business Insurance..., Tax Advantaged Group..., Voluntary Employee..., Employee Benefit Plans..., Venture Financing, Project Funding, Joint Ventures, Tax-advantaged..., Private Ventures, Guaranteed Lifetime..., Leveraged Portfolios, Retirement Planning, Employee Benefits, Retirement, Health Insurance, Sales Management, Project Finance, Life Insurance, Insurance, Management, Sales, Customer Service, Long-term Care, Fixed Annuities, Team Building, Small Business, Leadership, Disability Insurance, Investments, Marketing, Public Speaking
Education
Rose State College
Pre-Engineering
Bree Steffen Bree Steffen's Legacy Wealth Strategies Experience 2012 - 2012
Job Reporter
Industry Broadcast Media
Experience
KOCO-TV 2014 - Present
KFOR-TV 2013 - 2014
KAKE-TV July 2012 - 2013
Legacy Wealth Strategies 2012 - 2012
Defining Moment Sports Media 2012 - 2012
WYFF4 2011 - 2011
KAKE-TV 2011 - 2011
WBJU-TV 2009 - 2011
Skills
Sports Photography, Videographer, News Reporting, Feature Writing, American Sign Language, Public Relations, Public Speaking, Marketing, Video Editing, Surfing, Organizing, News Producing, ENPS, Broadcast Journalism, Feature Articles, Multimedia, Advertising
Education
Bob Jones University 2008 — 2011
Bachelor of Science (B.S.), Radio and Television Broadcasting
KOCO-TV 2014 - Present
KFOR-TV 2013 - 2014
KAKE-TV July 2012 - 2013
Legacy Wealth Strategies 2012 - 2012
Defining Moment Sports Media 2012 - 2012
WYFF4 2011 - 2011
KAKE-TV 2011 - 2011
WBJU-TV 2009 - 2011
Skills
Sports Photography, Videographer, News Reporting, Feature Writing, American Sign Language, Public Relations, Public Speaking, Marketing, Video Editing, Surfing, Organizing, News Producing, ENPS, Broadcast Journalism, Feature Articles, Multimedia, Advertising
Education
Bob Jones University 2008 — 2011
Bachelor of Science (B.S.), Radio and Television Broadcasting
Ruby Viramontes's Legacy Wealth Strategies Experience November 2009 - December 2012
Job Resource Development Coordinator at California Rural Water Association
Industry Program Development
Experience
California Rural Water Association April 2013 - Present
Fong & Fong Printers & Lithographers October 2010 - May 2013
Legacy Wealth Strategies November 2009 - December 2012
University of San Francisco June 2011 - August 2011
Navion Financial Advisors, LLC October 2006 - August 2009
Migrant Education - Continuing Learner Program June 2005 - August 2005
Skills
Knowledge of Stata 11,..., Research, Data Entry, Microsoft Excel, Nonprofits, Training, Invoicing, PowerPoint, Interviews, Spreadsheets, Spanish, Telephone Skills, Grant Writing, Event Planning, Program Management, Public Speaking, Community Outreach, Data Analysis, Strategic Planning, Program Evaluation, Analysis
Education
University of San Francisco 2009 — 2012
Master of Arts (M.A.), International and Development Economics
University of California, Davis 2001 — 2005
Bachelor of Science (B.S.), Managerial Economics
California Rural Water Association April 2013 - Present
Fong & Fong Printers & Lithographers October 2010 - May 2013
Legacy Wealth Strategies November 2009 - December 2012
University of San Francisco June 2011 - August 2011
Navion Financial Advisors, LLC October 2006 - August 2009
Migrant Education - Continuing Learner Program June 2005 - August 2005
Skills
Knowledge of Stata 11,..., Research, Data Entry, Microsoft Excel, Nonprofits, Training, Invoicing, PowerPoint, Interviews, Spreadsheets, Spanish, Telephone Skills, Grant Writing, Event Planning, Program Management, Public Speaking, Community Outreach, Data Analysis, Strategic Planning, Program Evaluation, Analysis
Education
University of San Francisco 2009 — 2012
Master of Arts (M.A.), International and Development Economics
University of California, Davis 2001 — 2005
Bachelor of Science (B.S.), Managerial Economics
Alex Bartol, CFP® Alex Bartol, CFP®'s Legacy Wealth Strategies Experience July 2003 - Present
Job Financial Professional at Legacy Wealth Strategies
Industry Financial Services
Experience
Legacy Wealth Strategies July 2003 - Present
Sagemark Consulting August 2000 - June 2003
Fulcrum Financial Advisors January 1999 - August 2000
Skills
Retirement Planning, Estate Planning, Investments, Securities, Wealth Management, Fixed Annuities, Insurance, Asset Allocation, Financial Services, Finance, Investment Management, Tax, Financial Advisory, Wealth Management..., Retirement, Strategic Financial..., Mutual Funds, Project Planning, Investment Advisory
Education
San Diego State University-California State University 1985 — 1987
BS, Finance
Legacy Wealth Strategies July 2003 - Present
Sagemark Consulting August 2000 - June 2003
Fulcrum Financial Advisors January 1999 - August 2000
Skills
Retirement Planning, Estate Planning, Investments, Securities, Wealth Management, Fixed Annuities, Insurance, Asset Allocation, Financial Services, Finance, Investment Management, Tax, Financial Advisory, Wealth Management..., Retirement, Strategic Financial..., Mutual Funds, Project Planning, Investment Advisory
Education
San Diego State University-California State University 1985 — 1987
BS, Finance
Eric Zelenkofske's Legacy Wealth Strategies Experience September 2011 - December 2011
Job FLDP Global Financial Accounting at Eaton Corporation
Industry Electrical/Electronic Manufacturing
Experience
Eaton Corporation February 2013 - Present
Cooper Industries June 2012 - February 2013
Elon University February 2010 - May 2012
Legacy Wealth Strategies September 2011 - December 2011
Levin Consulting May 2011 - August 2011
Levin Consulting May 2010 - August 2010
Skills
Extensive work in..., Attention To Detail, Language Proficiency in...
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science, Business Administration - Finance
Hawken School 2004 — 2008
Eaton Corporation February 2013 - Present
Cooper Industries June 2012 - February 2013
Elon University February 2010 - May 2012
Legacy Wealth Strategies September 2011 - December 2011
Levin Consulting May 2011 - August 2011
Levin Consulting May 2010 - August 2010
Skills
Extensive work in..., Attention To Detail, Language Proficiency in...
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science, Business Administration - Finance
Hawken School 2004 — 2008
John Parham Jr. John Parham Jr.'s Legacy Wealth Strategies Experience 2004 - February 2015
Job Partner at The Carolinas Financial Network
Industry Financial Services
Experience
The Carolinas Financial Network February 2015 - Present
Lincoln Financial Securities February 2015 - Present
Legacy Wealth Strategies 2004 - February 2015
AXA Advisors February 2011 - January 2015
AXA Advisors, LLC September 2004 - February 2011
The Equitable (AXA Group) 1988 - 2004
Skills
Strategic Financial..., Fixed Annuities, Securities, Insurance, Finance, Risk Management, Investments, Financial Planning, Management, Leadership, Retirement Planning, Small Business, Financial Planners, Tax, Wealth Management..., Wealth Management, 401k, FINRA, Estate Planning, Series 7, Retirement, Mergers & Acquisitions, Annuity
Education
University of North Carolina at Chapel Hill 1984 — 1988
Bachelor's Degree, Economics
Ravenscroft High School 1980 — 1984
The Carolinas Financial Network February 2015 - Present
Lincoln Financial Securities February 2015 - Present
Legacy Wealth Strategies 2004 - February 2015
AXA Advisors February 2011 - January 2015
AXA Advisors, LLC September 2004 - February 2011
The Equitable (AXA Group) 1988 - 2004
Skills
Strategic Financial..., Fixed Annuities, Securities, Insurance, Finance, Risk Management, Investments, Financial Planning, Management, Leadership, Retirement Planning, Small Business, Financial Planners, Tax, Wealth Management..., Wealth Management, 401k, FINRA, Estate Planning, Series 7, Retirement, Mergers & Acquisitions, Annuity
Education
University of North Carolina at Chapel Hill 1984 — 1988
Bachelor's Degree, Economics
Ravenscroft High School 1980 — 1984
Jack Hoile Jack Hoile's Legacy Wealth Strategies Experience January 2004 - Present
Job Retirement Planning Specialist
Industry Financial Services
Experience
Legacy Wealth Strategies January 2004 - Present
AXA Advisors, LLC August 1999 - Present
The Washington Post January 1996 - July 1999
U.S. Senate September 1994 - May 1996
Education
The George Washington University 1994 — 1996
MA, Foreign Affairs & Economics
University of North Carolina at Greensboro 1990 — 1994
BA, Political Science
Page High School 1985 — 1988
Legacy Wealth Strategies January 2004 - Present
AXA Advisors, LLC August 1999 - Present
The Washington Post January 1996 - July 1999
U.S. Senate September 1994 - May 1996
Education
The George Washington University 1994 — 1996
MA, Foreign Affairs & Economics
University of North Carolina at Greensboro 1990 — 1994
BA, Political Science
Page High School 1985 — 1988
Kristen Woodlief's Legacy Wealth Strategies Experience May 2006 - August 2006
Job Operations Coordinator at Schelling America, Inc.
Industry Machinery
Experience
Schelling America, Inc. August 2014 - Present
Randstad USA June 2010 - July 2014
Heroux & Company, LLP January 2008 - March 2010
Heroux & Company, LLP May 2007 - August 2007
LEGACY WEALTH STRATEGIES May 2006 - August 2006
Skills
Financial Statements, Corporate Tax, Finance, Data Entry, Financial Analysis, QuickBooks, Financial Reporting, Time Management, General Ledger, Internal Controls, Microsoft Excel, Financial Accounting
Education
East Carolina University 2003 — 2007
Bachelor of Science, Business Administration, Management Accounting
East Carolina University - College of Business 2003 — 2007
BSBA in Accounting, Management Accounting
Schelling America, Inc. August 2014 - Present
Randstad USA June 2010 - July 2014
Heroux & Company, LLP January 2008 - March 2010
Heroux & Company, LLP May 2007 - August 2007
LEGACY WEALTH STRATEGIES May 2006 - August 2006
Skills
Financial Statements, Corporate Tax, Finance, Data Entry, Financial Analysis, QuickBooks, Financial Reporting, Time Management, General Ledger, Internal Controls, Microsoft Excel, Financial Accounting
Education
East Carolina University 2003 — 2007
Bachelor of Science, Business Administration, Management Accounting
East Carolina University - College of Business 2003 — 2007
BSBA in Accounting, Management Accounting
Andrew Zimmerman, CFP®'s Legacy Wealth Strategies Experience June 2005 - March 2009
Job Director of Business Intelligence at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds February 2015 - Present
Hatteras Funds May 2012 - January 2015
Hatteras Funds September 2010 - May 2012
Hatteras Funds March 2009 - September 2010
Legacy Wealth Strategies June 2005 - March 2009
Pulte Homes, Inc 2004 - 2004
Bank of Granite Corporation May 2003 - December 2003
Skills
Investments, Portfolio Management, Alternative Investments, Strategic Financial..., Series 7, Asset Allocation, Mutual Funds, Asset Managment, Investment Strategies, Hedge Funds, Wealth Management, Investment Management, Equities, Fund Of Funds, Private Equity, Investment Advisory, Securities, Retirement Planning, Fixed Income, Financial Services, Financial Analysis, Due Diligence, Asset Management, Finance, Financial Planning
Education
North Carolina State University 2001 — 2005
BS, Business with a Focus in Finance
Duke University 2007 — 2008
Executive Certificate, Financial Planning
East Burke High School 1997 — 2001
Diploma, Regular/General High School/Secondary Diploma Program
Hatteras Funds February 2015 - Present
Hatteras Funds May 2012 - January 2015
Hatteras Funds September 2010 - May 2012
Hatteras Funds March 2009 - September 2010
Legacy Wealth Strategies June 2005 - March 2009
Pulte Homes, Inc 2004 - 2004
Bank of Granite Corporation May 2003 - December 2003
Skills
Investments, Portfolio Management, Alternative Investments, Strategic Financial..., Series 7, Asset Allocation, Mutual Funds, Asset Managment, Investment Strategies, Hedge Funds, Wealth Management, Investment Management, Equities, Fund Of Funds, Private Equity, Investment Advisory, Securities, Retirement Planning, Fixed Income, Financial Services, Financial Analysis, Due Diligence, Asset Management, Finance, Financial Planning
Education
North Carolina State University 2001 — 2005
BS, Business with a Focus in Finance
Duke University 2007 — 2008
Executive Certificate, Financial Planning
East Burke High School 1997 — 2001
Diploma, Regular/General High School/Secondary Diploma Program
Kristin Hicks's Legacy Wealth Strategies Experience December 2014 - Present
Job Legacy Wealth Strategies
Industry Investment Management
Experience
Legacy Wealth Strategies December 2014 - Present
Southern States Subaru July 2014 - November 2014
North Carolina Retail Merchants Association (NCRMA) July 2005 - July 2014
Noble Investment Group 2004 - 2005
Skills
Accounts Payable, Appointment Scheduling, Graphics and Layout, Warehousing Operations, Organizational..., Calendaring, Inventory Management, Sales, Customer Service, Management, Budgets, Marketing, Event Planning, Training
Education
Stony Brook University 1991 — 1995
Bachelors of Arts, Multidisciplinary Studies (Concentration in Sociology and Psychology; Minor in Biology)
Genesee Community College
AAS, Travel and Tourism, 3.65
North Carolina State University
Certificate, Web Page, Digital/Multimedia and Information Resources Design
Legacy Wealth Strategies December 2014 - Present
Southern States Subaru July 2014 - November 2014
North Carolina Retail Merchants Association (NCRMA) July 2005 - July 2014
Noble Investment Group 2004 - 2005
Skills
Accounts Payable, Appointment Scheduling, Graphics and Layout, Warehousing Operations, Organizational..., Calendaring, Inventory Management, Sales, Customer Service, Management, Budgets, Marketing, Event Planning, Training
Education
Stony Brook University 1991 — 1995
Bachelors of Arts, Multidisciplinary Studies (Concentration in Sociology and Psychology; Minor in Biology)
Genesee Community College
AAS, Travel and Tourism, 3.65
North Carolina State University
Certificate, Web Page, Digital/Multimedia and Information Resources Design