Legend Advisory Corporation
Industry: Company
DescriptionHeadquarters: Palm Beach Gardens, FL Parent organizations: Waddell & Reed, Legend Group Holdings LLC
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Legend Advisory Corporation Employees
Employee
Years
Job
Industry
Blair Olsen Blair Olsen's Legend Advisory Corporation Experience June 1986 - Present
Job Investment Adviser Representative/Legend Advisory Corporation; CEO @ Viking1 Musical Projects
Industry Financial Services
Experience
Legend Advisory Corporation June 1986 - Present
Skills
Retirement, Mutual Funds
Education
Northern Arizona University 1980 — 1985
B.S./Speech Communications, TV Production & Directing
Legend Advisory Corporation June 1986 - Present
Skills
Retirement, Mutual Funds
Education
Northern Arizona University 1980 — 1985
B.S./Speech Communications, TV Production & Directing
Pamela Moorjani Pamela Moorjani's Legend Advisory Corporation Experience April 2002 - August 2003
Job Sr. Financial Analyst, Investment Analysis at Darden
Industry Restaurants
Experience
Darden July 2013 - Present
Darden July 2010 - June 2013
Darden April 2007 - June 2010
CuraScript, Inc. An Express Scripts Co. October 2004 - April 2007
Legend Advisory Corporation April 2002 - August 2003
Skills
Capital Budgeting, Financial Planning &..., Financial Modeling, Financial Reporting, Team Leadership, Project Management, Process Improvement, Hyperion, Oracle Discoverer, Business Intelligence, Microsoft Office, Business Analysis, Hyperion Enterprise, Microsoft Excel, Financial Analysis, Leadership, Strategic Planning, Budgets, Sarbanes-Oxley Act, Strategic Financial..., Forecasting, Finance, Analysis, Public Speaking, Financial Planning
Education
University of Central Florida - College of Business Administration 2003 — 2004
MBA, Business Administration
University of Florida - Warrington College of Business Administration 2000 — 2001
Bachelor of Arts, Business Administration (minor in Economics)
Darden July 2013 - Present
Darden July 2010 - June 2013
Darden April 2007 - June 2010
CuraScript, Inc. An Express Scripts Co. October 2004 - April 2007
Legend Advisory Corporation April 2002 - August 2003
Skills
Capital Budgeting, Financial Planning &..., Financial Modeling, Financial Reporting, Team Leadership, Project Management, Process Improvement, Hyperion, Oracle Discoverer, Business Intelligence, Microsoft Office, Business Analysis, Hyperion Enterprise, Microsoft Excel, Financial Analysis, Leadership, Strategic Planning, Budgets, Sarbanes-Oxley Act, Strategic Financial..., Forecasting, Finance, Analysis, Public Speaking, Financial Planning
Education
University of Central Florida - College of Business Administration 2003 — 2004
MBA, Business Administration
University of Florida - Warrington College of Business Administration 2000 — 2001
Bachelor of Arts, Business Administration (minor in Economics)
DAVID K RONAN, CRC ® DAVID K RONAN, CRC ®'s Legend Advisory Corporation Experience December 2007 - Present
Job Certified Retirement Counselor,
Industry Financial Services
Experience
MassMutual Financial Group Registered RepresentativeThe Legend GroupDecember 2007 - Present
David Ronan & Associates May 1985 - Present
Legend Advisory Corporation December 2007 - Present
MassMutual Financial Group May 1984 - Present
Skills
Strategic Planning, Retirement Planning, Customer Service, Research, Teaching, Public Speaking, Budgets, English
Education
Berklee College of Music 1976 — 1980
Batavia New York 1972 — 1976
High School Diploma
MassMutual Financial Group Registered RepresentativeThe Legend GroupDecember 2007 - Present
David Ronan & Associates May 1985 - Present
Legend Advisory Corporation December 2007 - Present
MassMutual Financial Group May 1984 - Present
Skills
Strategic Planning, Retirement Planning, Customer Service, Research, Teaching, Public Speaking, Budgets, English
Education
Berklee College of Music 1976 — 1980
Batavia New York 1972 — 1976
High School Diploma
Michael Tracz Michael Tracz's Legend Advisory Corporation Experience November 2013 - Present
Job Financial Professional
Industry Financial Services
Experience
Legend Advisory Corporation November 2013 - Present
Skills
403 b, Strategic Financial..., Financial Planning, Retirement, Retirement Planning, Mutual Funds, 401k, IRAs, Insurance, Employee Benefits, Retirement Income..., Retirement Plan..., Retirement Plans, Retirement Benefits, Financial Analysis, Investments, Annuities, College Savings Plans, Life Insurance, Whole Life, Universal Life, Long Term Care Insurance, 401k Rollovers, Simple IRA, Retirement Savings, Qualified Retirement..., 457 Plans, Railroad Retirement, Individual Pension Plans, Term Life Insurance, Disability Insurance, Fixed Annuities
Education
University of New Haven 1995 — 1997
M.S
St. John Fisher College 1990 — 1994
B.A
Legend Advisory Corporation November 2013 - Present
Skills
403 b, Strategic Financial..., Financial Planning, Retirement, Retirement Planning, Mutual Funds, 401k, IRAs, Insurance, Employee Benefits, Retirement Income..., Retirement Plan..., Retirement Plans, Retirement Benefits, Financial Analysis, Investments, Annuities, College Savings Plans, Life Insurance, Whole Life, Universal Life, Long Term Care Insurance, 401k Rollovers, Simple IRA, Retirement Savings, Qualified Retirement..., 457 Plans, Railroad Retirement, Individual Pension Plans, Term Life Insurance, Disability Insurance, Fixed Annuities
Education
University of New Haven 1995 — 1997
M.S
St. John Fisher College 1990 — 1994
B.A
David Homard, CFA David Homard, CFA's Legend Advisory Corporation Experience January 1993 - January 1997
Job President at Castellum Asset Management
Industry Investment Management
Experience
Castellum Asset Management October 2012 - Present
CHESAPEAKE INVESTMENT GROUP January 2005 - October 2012
WACHOVIA BANK February 2002 - January 2005
STANFORD KEENE January 1999 - January 2001
WACHOVIA BANK January 1997 - January 1999
Wachovia Bank January 1997 - January 1999
Legend Advisory Corporation January 1993 - January 1997
Education
Wake Forest University 2002 — 2004
MBA
George Mason University 1988 — 1992
BS, Economics
Green Run
Castellum Asset Management October 2012 - Present
CHESAPEAKE INVESTMENT GROUP January 2005 - October 2012
WACHOVIA BANK February 2002 - January 2005
STANFORD KEENE January 1999 - January 2001
WACHOVIA BANK January 1997 - January 1999
Wachovia Bank January 1997 - January 1999
Legend Advisory Corporation January 1993 - January 1997
Education
Wake Forest University 2002 — 2004
MBA
George Mason University 1988 — 1992
BS, Economics
Green Run
Donald Nemeth Jr Donald Nemeth Jr's Legend Advisory Corporation Experience May 2012 - Present
Job Investment Advisor Rep at Legend Advisory Corporation
Industry Financial Services
Experience
Legend Advisory Corporation May 2012 - Present
First Investors Corporation July 2005 - May 2012
Education
Bryant University 2001 — 2005
BSBA, Finance. Legal Studies
Legend Advisory Corporation May 2012 - Present
First Investors Corporation July 2005 - May 2012
Education
Bryant University 2001 — 2005
BSBA, Finance. Legal Studies
Biren Patel Biren Patel's Legend Advisory Corporation Experience January 1998 - December 1998
Job Director of Software at VSN Mobil
Industry Computer Software
Experience
VSN Mobil September 2013 - Present
Foxconn June 2008 - Present
Motorola 2004 - May 2008
Motorola 2002 - 2004
Motorola 2000 - 2002
GE May 1999 - June 2000
Legend Advisory Corporation January 1998 - December 1998
Essar January 1992 - May 1997
Skills
Product Development, Embedded Software, Java software..., Mobile, Software Development, RTOS, Software Engineering, Wireless, Android, C++, Software Design, Mobile Applications, Android Development, Project Management, Mobile Platforms
Education
Florida Atlantic University 2001 — 2004
MBA, General Management with specialization in Finance & Operations.
Florida Atlantic University 1997 — 1999
MS, Computer Engineering
Sardar Vallabhbhai National Institute Of Technology, Surat
BS, Engineering
VSN Mobil September 2013 - Present
Foxconn June 2008 - Present
Motorola 2004 - May 2008
Motorola 2002 - 2004
Motorola 2000 - 2002
GE May 1999 - June 2000
Legend Advisory Corporation January 1998 - December 1998
Essar January 1992 - May 1997
Skills
Product Development, Embedded Software, Java software..., Mobile, Software Development, RTOS, Software Engineering, Wireless, Android, C++, Software Design, Mobile Applications, Android Development, Project Management, Mobile Platforms
Education
Florida Atlantic University 2001 — 2004
MBA, General Management with specialization in Finance & Operations.
Florida Atlantic University 1997 — 1999
MS, Computer Engineering
Sardar Vallabhbhai National Institute Of Technology, Surat
BS, Engineering
Michelle Chesney Michelle Chesney's Legend Advisory Corporation Experience 1998 - Present
Job AVP Information Systems at The Legend Group
Industry Financial Services
Experience
The Legend Group 2014 - Present
Legend Group 1998 - Present
Advisory Services 1998 - Present
Legend Advisory Corporation 1998 - Present
Owens Corning 1991 - 1998
Lawson Software 1989 - 1991
Silk Greenhouse 1988 - 1989
Triad Systems 1987 - 1989
Hugin Sweda 1985 - 1987
Skills
IT Management, Databases, Business Analysis, T-SQL, .NET, Software Project..., IBM iSeries, ASP.NET, Microsoft SQL Server, Programming, Business Intelligence, SQL, C#, Visual Basic, Solution Architecture, Software Development, Portfolio Management, Information Security..., System Administration, Requirements Analysis, IIS, Database Design, Project Management, DB2
Education
Bowling Green State University 1980 — 1984
BS, MIS
The Legend Group 2014 - Present
Legend Group 1998 - Present
Advisory Services 1998 - Present
Legend Advisory Corporation 1998 - Present
Owens Corning 1991 - 1998
Lawson Software 1989 - 1991
Silk Greenhouse 1988 - 1989
Triad Systems 1987 - 1989
Hugin Sweda 1985 - 1987
Skills
IT Management, Databases, Business Analysis, T-SQL, .NET, Software Project..., IBM iSeries, ASP.NET, Microsoft SQL Server, Programming, Business Intelligence, SQL, C#, Visual Basic, Solution Architecture, Software Development, Portfolio Management, Information Security..., System Administration, Requirements Analysis, IIS, Database Design, Project Management, DB2
Education
Bowling Green State University 1980 — 1984
BS, MIS
Kseniya Starykava's Legend Advisory Corporation Experience April 2014 - Present
Job Investment Adviser Representative
Industry Financial Services
Experience
Legend Advisory Corporation April 2014 - Present
Stark Capital Inc. October 2011 - Present
Financialbridge Inc. 2009 - 2011
Education
Florida International University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), International Relations and Affairs, Cum Laude
Florida International University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Global Cultural Sciences, Cum Laude
Florida International University 2006 — 2010
Certificate in National Security Studies, International and Public Affairs, Cum Laude
Belaruski Dziarzhauny Universitet 2001 — 2003
Bachelor of Applied Science (B.A.Sc.), Sociology and Anthropology
Legend Advisory Corporation April 2014 - Present
Stark Capital Inc. October 2011 - Present
Financialbridge Inc. 2009 - 2011
Education
Florida International University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), International Relations and Affairs, Cum Laude
Florida International University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Global Cultural Sciences, Cum Laude
Florida International University 2006 — 2010
Certificate in National Security Studies, International and Public Affairs, Cum Laude
Belaruski Dziarzhauny Universitet 2001 — 2003
Bachelor of Applied Science (B.A.Sc.), Sociology and Anthropology
Christopher Diodato, CMT's Legend Advisory Corporation Experience March 2015 - Present
Job Assistant Analyst at Legend Advisory Corporation
Industry Financial Services
Experience
Legend Advisory Corporation March 2015 - Present
Morgan Stanley Investment Management January 2014 - January 2015
TradersBase GP May 2011 - February 2014
Lowry Research Corporation January 2013 - December 2013
GNC October 2009 - December 2012
Skills
Portfolio Management, Technical Analysis, Investments, Investment Advisory, VBA, Financial Modeling, Microsoft Excel, Investment Management, Fundamental Analysis, Accounting, Supply Chain, Hedge Funds, Finance, Microsoft Office, Financial Analysis, Microsoft Word, Customer Service, Management, PowerPoint, Equities, Analysis
Education
Penn State University 2009 — 2012
Bachelor of Science (BS), Finance, 3.84
Legend Advisory Corporation March 2015 - Present
Morgan Stanley Investment Management January 2014 - January 2015
TradersBase GP May 2011 - February 2014
Lowry Research Corporation January 2013 - December 2013
GNC October 2009 - December 2012
Skills
Portfolio Management, Technical Analysis, Investments, Investment Advisory, VBA, Financial Modeling, Microsoft Excel, Investment Management, Fundamental Analysis, Accounting, Supply Chain, Hedge Funds, Finance, Microsoft Office, Financial Analysis, Microsoft Word, Customer Service, Management, PowerPoint, Equities, Analysis
Education
Penn State University 2009 — 2012
Bachelor of Science (BS), Finance, 3.84
Regina Rudnick Regina Rudnick's Legend Advisory Corporation Experience January 1993 - Present
Job Sr. Vice President at Legend Advisory Corporation
Industry Financial Services
Experience
Legend Advisory Corporation January 1993 - Present
Skills
Retirement Planning, Retirement, Mutual Funds, Solution Architecture
Education
University of Florida - Warrington College of Business Administration
BSBA, Marketing, Management
Legend Advisory Corporation January 1993 - Present
Skills
Retirement Planning, Retirement, Mutual Funds, Solution Architecture
Education
University of Florida - Warrington College of Business Administration
BSBA, Marketing, Management
Kelley Peterson's Legend Advisory Corporation Experience August 1996 - March 2000
Job Attorney at Regulatory Compliance Solutions, LLC
Industry Law Practice
Experience
Regulatory Compliance Solutions, LLC November 2005 - Present
Holland & Knight LLP 2002 - November 2005
Advisory Services Corporation – Agent for Custodian, UMB Bank February 1997 - March 2000
Legend National Corporation January 1997 - March 2000
LEC Insurance Agency, Inc January 1997 - March 2000
Legend Advisory Corporation August 1996 - March 2000
Legend Capital Corporation January 1994 - March 2000
Legend Equities Corporation January 1992 - March 2000
Legend Investment Management, Inc January 1997 - July 1999
Skills
Securities Regulation, Securities, Mergers & Acquisitions, Due Diligence, FINRA, AML, Arbitration, Legal Writing, Investments, SEC, Licensing, Investment Advisory, Auditing, Private Equity, Broker-Dealer, Corporate Governance, KYC
Education
Nova Southeastern University 1998 — 2001
Doctor of Law (J.D.), Law
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (BA), Business Economics
Regulatory Compliance Solutions, LLC November 2005 - Present
Holland & Knight LLP 2002 - November 2005
Advisory Services Corporation – Agent for Custodian, UMB Bank February 1997 - March 2000
Legend National Corporation January 1997 - March 2000
LEC Insurance Agency, Inc January 1997 - March 2000
Legend Advisory Corporation August 1996 - March 2000
Legend Capital Corporation January 1994 - March 2000
Legend Equities Corporation January 1992 - March 2000
Legend Investment Management, Inc January 1997 - July 1999
Skills
Securities Regulation, Securities, Mergers & Acquisitions, Due Diligence, FINRA, AML, Arbitration, Legal Writing, Investments, SEC, Licensing, Investment Advisory, Auditing, Private Equity, Broker-Dealer, Corporate Governance, KYC
Education
Nova Southeastern University 1998 — 2001
Doctor of Law (J.D.), Law
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (BA), Business Economics
Fanny Kidwell-Langlois, CFA's Legend Advisory Corporation Experience October 2011 - March 2015
Job Business Analyst at NextEra Energy Resources
Industry Investment Management
Experience
NextEra Energy Resources March 2015 - Present
Legend Advisory Corporation October 2011 - March 2015
Societe Generale Corporate & Investment Banking April 2010 - March 2011
Self-employed August 2009 - April 2010
Eurex July 2008 - August 2009
Abc Cours September 2007 - January 2008
Societe Generale May 2007 - September 2007
Societe Generale July 2006 - August 2006
Education
SKEMA Business School 2008 — 2010
Master of Science (MSc), International Finance
University of Strathclyde 2008 — 2008
Master (Erasmus exchange program), Finance, Mathematics applied to Finance, Statistics
Thiers 2004 — 2006
Prepa HEC, Economics, Mathematics
Lycee Saint Paul 2000 — 2004
Baccalaureate, Mathematics
NextEra Energy Resources March 2015 - Present
Legend Advisory Corporation October 2011 - March 2015
Societe Generale Corporate & Investment Banking April 2010 - March 2011
Self-employed August 2009 - April 2010
Eurex July 2008 - August 2009
Abc Cours September 2007 - January 2008
Societe Generale May 2007 - September 2007
Societe Generale July 2006 - August 2006
Education
SKEMA Business School 2008 — 2010
Master of Science (MSc), International Finance
University of Strathclyde 2008 — 2008
Master (Erasmus exchange program), Finance, Mathematics applied to Finance, Statistics
Thiers 2004 — 2006
Prepa HEC, Economics, Mathematics
Lycee Saint Paul 2000 — 2004
Baccalaureate, Mathematics
Eszter DiMarzio's Legend Advisory Corporation Experience February 2006 - February 2007
Job Sr. Investor Relations Analyst at FPL Group
Industry Utilities
Experience
Home October 2010 - Present
NextEra Energy Resources June 2009 - October 2010
NextEra Energy Resources March 2007 - June 2009
Legend Advisory Corporation February 2006 - February 2007
FM Global October 2002 - January 2006
University of Tennessee January 2000 - May 2001
Skills
Management, Access, Finance, Training, Project Planning, Budgets, Financial Modeling, Microsoft Excel, Process Improvement, Analysis, Project Management, Risk Management
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 1998
MBA, Finance, Human Resources
Slippery Rock University of Pennsylvania 1993 — 1996
Bachelor of Science in Business Administration, Finance, French
Maputo International School
Home October 2010 - Present
NextEra Energy Resources June 2009 - October 2010
NextEra Energy Resources March 2007 - June 2009
Legend Advisory Corporation February 2006 - February 2007
FM Global October 2002 - January 2006
University of Tennessee January 2000 - May 2001
Skills
Management, Access, Finance, Training, Project Planning, Budgets, Financial Modeling, Microsoft Excel, Process Improvement, Analysis, Project Management, Risk Management
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 1998
MBA, Finance, Human Resources
Slippery Rock University of Pennsylvania 1993 — 1996
Bachelor of Science in Business Administration, Finance, French
Maputo International School
Don Warden's Legend Advisory Corporation Experience 2004 - 2009
Job The Hatcher Agency
Industry Insurance
Experience
The Hatcher Agency 2014 - Present
Arrowhead General Insurance Agency 2012 - 2014
Zurich Insurance 2009 - 2012
Legend Advisory Corporation 2004 - 2009
Skills
401k, Series 6, Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Investments, Pensions, Portfolio Management, Defined Benefit, Life Insurance, Insurance, Disability Insurance, Business Relationship..., Series 7, Brokers, Defined Contribution
Education
University of Missouri-Columbia, College of Business
BSBA, Marketing
The Hatcher Agency 2014 - Present
Arrowhead General Insurance Agency 2012 - 2014
Zurich Insurance 2009 - 2012
Legend Advisory Corporation 2004 - 2009
Skills
401k, Series 6, Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Investments, Pensions, Portfolio Management, Defined Benefit, Life Insurance, Insurance, Disability Insurance, Business Relationship..., Series 7, Brokers, Defined Contribution
Education
University of Missouri-Columbia, College of Business
BSBA, Marketing
Matthew Sander's Legend Advisory Corporation Experience November 2006 - July 2010
Job Investment Analyst
Industry Investment Management
Experience
Legend Advisory Corporation November 2006 - July 2010
Skills
Mutual Funds, Analysis, Asset Allocation, Investment Management, Portfolio Management, Investments
Education
Centre College 1998 — 2002
Bachelor of Science, Computer Science, Mathematics
Legend Advisory Corporation November 2006 - July 2010
Skills
Mutual Funds, Analysis, Asset Allocation, Investment Management, Portfolio Management, Investments
Education
Centre College 1998 — 2002
Bachelor of Science, Computer Science, Mathematics
Darius Hensley's Legend Advisory Corporation Experience 2005 - Present
Job Branch Manager at Legend Equities
Industry Financial Services
Experience
Legend Equities 2005 - Present
Legend Advisory Corporation 2005 - Present
Transamerica Financial Advisors, Inc. 1985 - Present
Bristol Motor Speedway 1990 - Present
Sullivan County Tennessee Schools 1964 - 1984
Skills
Asset Management, Series 7, Mutual Funds, Retirement Planning, Financial Services, Securities, Retirement, Series 63, Portfolio Management, Investments, IRAs, Wealth Management, Investment Advisory, 401k, Fixed Annuities, Series 6, Wealth, Wealth Management..., Public Speaking, Customer Service, Marketing, Management, Strategic Planning, Social Media, Sales
Education
East Tennessee State University 1960 — 1975
BS MA MA+45, Physical Education, Health Education and Instructional Communication
ETSU 1960 — 1974
Masters Degree +45, Physical Education, Physical Health and Instructional Communication Studies
Legend Equities 2005 - Present
Legend Advisory Corporation 2005 - Present
Transamerica Financial Advisors, Inc. 1985 - Present
Bristol Motor Speedway 1990 - Present
Sullivan County Tennessee Schools 1964 - 1984
Skills
Asset Management, Series 7, Mutual Funds, Retirement Planning, Financial Services, Securities, Retirement, Series 63, Portfolio Management, Investments, IRAs, Wealth Management, Investment Advisory, 401k, Fixed Annuities, Series 6, Wealth, Wealth Management..., Public Speaking, Customer Service, Marketing, Management, Strategic Planning, Social Media, Sales
Education
East Tennessee State University 1960 — 1975
BS MA MA+45, Physical Education, Health Education and Instructional Communication
ETSU 1960 — 1974
Masters Degree +45, Physical Education, Physical Health and Instructional Communication Studies
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