Legend Equities
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Legend Equities Employees
Employee
Years
Job
Industry
Debra Hadsall Debra Hadsall's Legend Equities Experience August 2004 - September 2012
Job Independent Associate, Manager and Small Business Specialist at Legal Shield
Industry Legal Services
Experience
Self 2007 - Present
Self-Employed December 2000 - Present
Legal Shield January 2000 - Present
Legend Equities August 2004 - September 2012
Harrison Douglas August 2000 - June 2004
Primerica Financial Services October 1997 - July 2000
United States Air Force and Department of Defense January 1990 - August 1995
Skills
Leadership Development, Public Speaking, Coaching, Team Building, Customer Service, Teaching, Microsoft Office, Team Leadership, Program Management, Marketing, Public Relations, Recruiting, Insurance, Mutual Funds, New Business Development, Sales Management, Leadership, Management
Education
Regis University
BS, Business Administration and Economics
Kansas State University
Business Administration
Self 2007 - Present
Self-Employed December 2000 - Present
Legal Shield January 2000 - Present
Legend Equities August 2004 - September 2012
Harrison Douglas August 2000 - June 2004
Primerica Financial Services October 1997 - July 2000
United States Air Force and Department of Defense January 1990 - August 1995
Skills
Leadership Development, Public Speaking, Coaching, Team Building, Customer Service, Teaching, Microsoft Office, Team Leadership, Program Management, Marketing, Public Relations, Recruiting, Insurance, Mutual Funds, New Business Development, Sales Management, Leadership, Management
Education
Regis University
BS, Business Administration and Economics
Kansas State University
Business Administration
Steve Forrer Steve Forrer's Legend Equities Experience March 2004 - August 2005
Job Corporate Retirement Plans Education Specialist at Mass Mutual
Industry Financial Services
Experience
MassMutual Financial Group September 2005 - Present
Legend Equities March 2004 - August 2005
New England Financial June 2002 - February 2004
Skills
Series 6, Series 63, Insurance, Mutual Funds, Fixed Annuities, Financial Services, Life Insurance, 401k, Relationship Management, Variable Annuities, 457 Plans, 403 b, Small Group..., Asset Allocation, Sales, Retirement, Retirement Planning, 529 Plans, FINRA, Financial Planners, IRAs
Education
University of Oregon 1999 — 2001
Bachelors, Business Management and Marketing
MassMutual Financial Group September 2005 - Present
Legend Equities March 2004 - August 2005
New England Financial June 2002 - February 2004
Skills
Series 6, Series 63, Insurance, Mutual Funds, Fixed Annuities, Financial Services, Life Insurance, 401k, Relationship Management, Variable Annuities, 457 Plans, 403 b, Small Group..., Asset Allocation, Sales, Retirement, Retirement Planning, 529 Plans, FINRA, Financial Planners, IRAs
Education
University of Oregon 1999 — 2001
Bachelors, Business Management and Marketing
Robert St.Romain Robert St.Romain's Legend Equities Experience March 1985 - September 1988
Job Registered Representative at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare May 2012 - Present
GWN Securities September 1988 - Present
Legend Equities March 1985 - September 1988
Private Individual Business February 1974 - July 1984
Education
University of Southern Mississippi 1970 — 1973
Associate's degree, Business/Commerce, General
Gulfport High School
4 year, General
UnitedHealthcare May 2012 - Present
GWN Securities September 1988 - Present
Legend Equities March 1985 - September 1988
Private Individual Business February 1974 - July 1984
Education
University of Southern Mississippi 1970 — 1973
Associate's degree, Business/Commerce, General
Gulfport High School
4 year, General
Mark Levin Mark Levin's Legend Equities Experience April 2007 - April 2009
Job College Funding Consultant at Secure Your College
Industry Financial Services
Experience
Secure Your College August 2014 - Present
Secure Your World April 2010 - Present
Lincoln Financial Advisors April 2009 - April 2010
Legend Equities April 2007 - April 2009
Raymond James August 2004 - March 2007
Allstate Financial June 2001 - June 2004
Waddell & Reed Financial Services September 1998 - June 2001
Skills
Financial Planning, Retirement Income..., Long-term Care, Disability Insurance, Estate Planning, Asset Protection, Maximizing Group..., Retirement Planning, Strategic Financial..., Tax, Retirement, Long Term Care Insurance, Term Life Insurance, Health Insurance, Series 7, Whole Life, Insurance, Investments, Mutual Funds, Financial Advisory, Wealth Management, Small Business, Investment Strategies, IRAs, Employee Benefits, Income Protection, Financial Planners, 401k, Pensions, Wealth, Wealth Accumulation, Fixed Annuities, Universal Life, Asset Allocation, Wealth Management..., Life Insurance, Finance, Roth IRA, Financial Services, Variable Annuities
Education
American University 1974 — 1977
BA, Government and Public Administation
Mather Highschool 1970 — 1974
HS Diploma, General Studies
Secure Your College August 2014 - Present
Secure Your World April 2010 - Present
Lincoln Financial Advisors April 2009 - April 2010
Legend Equities April 2007 - April 2009
Raymond James August 2004 - March 2007
Allstate Financial June 2001 - June 2004
Waddell & Reed Financial Services September 1998 - June 2001
Skills
Financial Planning, Retirement Income..., Long-term Care, Disability Insurance, Estate Planning, Asset Protection, Maximizing Group..., Retirement Planning, Strategic Financial..., Tax, Retirement, Long Term Care Insurance, Term Life Insurance, Health Insurance, Series 7, Whole Life, Insurance, Investments, Mutual Funds, Financial Advisory, Wealth Management, Small Business, Investment Strategies, IRAs, Employee Benefits, Income Protection, Financial Planners, 401k, Pensions, Wealth, Wealth Accumulation, Fixed Annuities, Universal Life, Asset Allocation, Wealth Management..., Life Insurance, Finance, Roth IRA, Financial Services, Variable Annuities
Education
American University 1974 — 1977
BA, Government and Public Administation
Mather Highschool 1970 — 1974
HS Diploma, General Studies
Keith Holbein's Legend Equities Experience May 2010 - April 2011
Job Turbine Technician at Allete Clean Energy
Industry Renewables & Environment
Experience
Allete Clean Energy October 2012 - Present
Jemstar Construction April 2011 - October 2012
Legend Equities May 2010 - April 2011
Houghton College September 2007 - December 2009
Woodfine Development January 2007 - January 2009
Skills
Inventory Management, Plant Maintenance, Community Outreach, Training, Analysis, Non-profits, Nonprofits, Editing, Microsoft Excel, Project Planning, Leadership Development, Inspection
Education
Houghton College 2007 — 2009
B.S, Business Administration, 3.7
Huntington College 2006 — 2007
Allete Clean Energy October 2012 - Present
Jemstar Construction April 2011 - October 2012
Legend Equities May 2010 - April 2011
Houghton College September 2007 - December 2009
Woodfine Development January 2007 - January 2009
Skills
Inventory Management, Plant Maintenance, Community Outreach, Training, Analysis, Non-profits, Nonprofits, Editing, Microsoft Excel, Project Planning, Leadership Development, Inspection
Education
Houghton College 2007 — 2009
B.S, Business Administration, 3.7
Huntington College 2006 — 2007
John Kilinski's Legend Equities Experience April 2011 - December 2012
Job Facilities at The Benjamin School
Industry Facilities Services
Experience
Primerica August 2014 - Present
The Benjamin School December 2013 - Present
Fresh Look Painting, LLC August 2012 - December 2014
Handyman March 1990 - December 2014
Legend Equities April 2011 - December 2012
Primerica August 2009 - March 2011
Column Technologies January 2008 - June 2009
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield July 2005 - January 2008
HSBC Mortgage Corp May 2005 - October 2006
HSBC Mortgage Corp March 2003 - April 2005
Skills
Operations Management, Project Management, Financial Planning, Project Planning, Management, Training, Sales, Facilities Management, Team Building, Customer Service, Facilities Operations, IT Management, IT Strategy, Financial Reporting, Accounts Payable &..., Conflict Resolution, Conflict Management, Construction Management, Mortgage Underwriting, Certified Mortgage..., Residential Mortgages, Leadership, Team Leadership, Entrepreneurship, New Business Development, Small Business, Strategic Planning
Education
Palm Beach Atlantic University 2012 — 2014
Bachelor of Science (B.S.), Organizational Management
Nova Southeastern University 2005 — 2006
E-Commerce/Electronic Commerce, 3.6 GPA
Broadalbin-Perth High School 1991 — 1994
Diploma, Accounting
Primerica August 2014 - Present
The Benjamin School December 2013 - Present
Fresh Look Painting, LLC August 2012 - December 2014
Handyman March 1990 - December 2014
Legend Equities April 2011 - December 2012
Primerica August 2009 - March 2011
Column Technologies January 2008 - June 2009
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield July 2005 - January 2008
HSBC Mortgage Corp May 2005 - October 2006
HSBC Mortgage Corp March 2003 - April 2005
Skills
Operations Management, Project Management, Financial Planning, Project Planning, Management, Training, Sales, Facilities Management, Team Building, Customer Service, Facilities Operations, IT Management, IT Strategy, Financial Reporting, Accounts Payable &..., Conflict Resolution, Conflict Management, Construction Management, Mortgage Underwriting, Certified Mortgage..., Residential Mortgages, Leadership, Team Leadership, Entrepreneurship, New Business Development, Small Business, Strategic Planning
Education
Palm Beach Atlantic University 2012 — 2014
Bachelor of Science (B.S.), Organizational Management
Nova Southeastern University 2005 — 2006
E-Commerce/Electronic Commerce, 3.6 GPA
Broadalbin-Perth High School 1991 — 1994
Diploma, Accounting
Laura Leavitt, CFP®'s Legend Equities Experience August 1993 - April 1997
Job Registered Representative/Investment Advisor Representative at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2014 - Present
ING Financial Partners, Inc. April 1997 - August 2014
Legend Equities August 1993 - April 1997
Second Chance Credit Services January 1993 - July 1993
Garrone Financial July 1992 - December 1992
Education
California Polytechnic State University-San Luis Obispo 1988 — 1992
Del Mar High School, San Jose 1984 — 1988
high school
UC Santa Cruz Extension
Voya Financial September 2014 - Present
ING Financial Partners, Inc. April 1997 - August 2014
Legend Equities August 1993 - April 1997
Second Chance Credit Services January 1993 - July 1993
Garrone Financial July 1992 - December 1992
Education
California Polytechnic State University-San Luis Obispo 1988 — 1992
Del Mar High School, San Jose 1984 — 1988
high school
UC Santa Cruz Extension
Chris Willoughby's Legend Equities Experience January 2010 - Present
Job Internal Sales Coordinator at The Legend Group
Industry Financial Services
Experience
The Legend Group March 2011 - Present
Legend Equities January 2010 - Present
Society For Financial Awareness 2008 - 2009
Education
Kenyon College
B.A., History, Legal Studies, Public Policy, Humanities
The Legend Group March 2011 - Present
Legend Equities January 2010 - Present
Society For Financial Awareness 2008 - 2009
Education
Kenyon College
B.A., History, Legal Studies, Public Policy, Humanities
Darius Hensley's Legend Equities 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
Matthew Oppedisano's Legend Equities Experience March 1999 - Present
Job Registered Representative at Legend Equities
Industry Financial Services
Experience
Legend Equities March 1999 - Present
Education
Lynn University
Bachelors in Business
Legend Equities March 1999 - Present
Education
Lynn University
Bachelors in Business
Sarah Jamieson's Legend Equities Experience June 2005 - January 2011
Job Management
Industry Retail
Experience
Enterprise Rent-A-Car September 2013 - Present
Helzberg Diamonds April 2012 - Present
Macy's May 2011 - June 2012
Access Healthcare Associates January 2011 - March 2011
Legend Equities June 2005 - January 2011
Azusa Pacific University August 2008 - December 2008
2008 Laura K Designs September 2005 - August 2008
Child and Provider October 2006 - August 2007
Skills
Community Outreach, Customer Service, Event Planning, Leadership, Marketing, Microsoft Excel, Microsoft Office, Non-profits, PowerPoint, Public Speaking, Sales, Social Media, Social Networking
Education
Azusa Pacific University 2007 — 2010
Business, Bachelors in Political Science & Business
Azusa Pacific University 2007 — 2010
Bachelor of Arts, Political Science
Enterprise Rent-A-Car September 2013 - Present
Helzberg Diamonds April 2012 - Present
Macy's May 2011 - June 2012
Access Healthcare Associates January 2011 - March 2011
Legend Equities June 2005 - January 2011
Azusa Pacific University August 2008 - December 2008
2008 Laura K Designs September 2005 - August 2008
Child and Provider October 2006 - August 2007
Skills
Community Outreach, Customer Service, Event Planning, Leadership, Marketing, Microsoft Excel, Microsoft Office, Non-profits, PowerPoint, Public Speaking, Sales, Social Media, Social Networking
Education
Azusa Pacific University 2007 — 2010
Business, Bachelors in Political Science & Business
Azusa Pacific University 2007 — 2010
Bachelor of Arts, Political Science
Jodie Polak's Legend Equities Experience July 2007 - October 2007
Job Client Service Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2011 - November 2012
Morgan Stanley Wealth Management May 2011 - August 2011
Legend Equities July 2007 - October 2007
Terre Haute Savings Bank Financial Services / Legend Equities Corp January 2007 - October 2007
The Pet Pantry January 2003 - January 2005
Bear Stearns Securities Corporation January 1997 - January 2003
The Knowledge Exchange January 1996 - January 1997
The Knowledge Exchange January 1994 - January 1995
Skills
Customer Service, Microsoft Excel, Microsoft Office, Customer Satisfaction, PowerPoint, Time Management, Microsoft Word, Leadership, Retail, Marketing, Merchandising, Sales Management, Outlook, Client Management...
Education
College of Charleston
Bachelor of Arts (B.A, Corporate Communications
Morgan Stanley Wealth Management May 2011 - November 2012
Morgan Stanley Wealth Management May 2011 - August 2011
Legend Equities July 2007 - October 2007
Terre Haute Savings Bank Financial Services / Legend Equities Corp January 2007 - October 2007
The Pet Pantry January 2003 - January 2005
Bear Stearns Securities Corporation January 1997 - January 2003
The Knowledge Exchange January 1996 - January 1997
The Knowledge Exchange January 1994 - January 1995
Skills
Customer Service, Microsoft Excel, Microsoft Office, Customer Satisfaction, PowerPoint, Time Management, Microsoft Word, Leadership, Retail, Marketing, Merchandising, Sales Management, Outlook, Client Management...
Education
College of Charleston
Bachelor of Arts (B.A, Corporate Communications
Bev Buchholz's Legend Equities Experience 2008 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Legend Equities 2008 - 2009
Chandler Unified School District January 1997 - May 2004
Prestige Stations Inc November 1984 - January 1988
Skills
Banking, Financial Analysis, Investments, Microsoft Excel, Insurance, Credit, Mutual Funds, Financial Services, Microsoft Office, Strategic Financial..., Risk Management, Equities, Portfolio Management
Education
Erie Community College
Food Service Administration
Genesee Community College
Liberal Arts and Sciences/Liberal Studies
Legend Equities 2008 - 2009
Chandler Unified School District January 1997 - May 2004
Prestige Stations Inc November 1984 - January 1988
Skills
Banking, Financial Analysis, Investments, Microsoft Excel, Insurance, Credit, Mutual Funds, Financial Services, Microsoft Office, Strategic Financial..., Risk Management, Equities, Portfolio Management
Education
Erie Community College
Food Service Administration
Genesee Community College
Liberal Arts and Sciences/Liberal Studies