Legend Financial Advisors, Inc.

Description

Address: 5700 Corporate Dr Suite 350, Pittsburgh, PA 15237 Hours: Closed ⋅ Opens 9AM Thursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (412) 635-9210Category: : : Place name: : : Website: : : Website: http://www.legend-financial.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 6 AM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for FridaysClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on Thursdays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Legend Financial Advisors, Inc.® Posting publicly on the Web Write a review Reviews Be the first to review Latest PostsPosts from Legend Financial Advisors, Inc.® View previous posts on Google

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Legend Financial Advisors, Inc. Employees

Employee
Years
Job
Industry
Dan Roos Dan Roos Greater Pittsburgh Area Details
Dan Roos's Legend Financial Advisors, Inc. Experience May 2005 - March 2006
Job Product Manager at DICK'S Sporting Goods
Industry Consumer Goods
Experience
DICK'S Sporting Goods  April 2015 - Present
DICK'S Sporting Goods  August 2013 - April 2015
Dick's Sporting Goods  July 2012 - August 2013
DynaVox Technologies  July 2010 - July 2012
Leed's  January 2007 - July 2010
Leed's  March 2006 - January 2007
Legend Financial Advisors, Inc.   May 2005 - March 2006

Skills
Merchandising, Product Development, Excel, Category Management, Vendor Relations, Competitive Analysis, Pivot Tables, Global Sourcing, Management, Cross-functional Team..., Microsoft Excel, Marketing Management, Marketing, Marketing Strategy, Product Launch, Advertising, Retail, Sales, Strategy, Leadership, Pricing, Product Marketing

Education
Duquesne University   2001 — 2005
Bachelor of Science in Business Administration, Technology Marketing

James Tassone James Tassone Pittsburgh, Pennsylvania Details
James Tassone's Legend Financial Advisors, Inc. Experience April 2010 - May 2011
Job Business Analyst at GetAbby
Industry Information Technology and Services
Experience
GetAbby  March 2015 - Present
Millennium Pharmacy Systems Inc.   May 2013 - March 2015
PNC Bank  May 2011 - May 2013
Legend Financial Advisors, Inc.   April 2010 - May 2011

Skills
SDLC, Visio, Process Improvement, Business Analysis, SharePoint, Vendor Management, Requirements Gathering, Management, Requirements Analysis, Stakeholder Management, HP Quality Center, Leading Meetings, Analysis, Business Requirements, Customer Service, E-commerce

Education
Duquesne University   2007 — 2011
Bachelor's degree, Management Information Systems, General

Pooja Rao-Pennington Pooja Rao-Pennington Greater Chicago Area Details
Pooja Rao-Pennington's Legend Financial Advisors, Inc. Experience October 2007 - May 2010
Job Freelancer (Design/Marketing/Communications)
Industry Marketing and Advertising
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   March 2013 - October 2013
Frenkel Benefits, LLC  May 2010 - October 2012
Legend Financial Advisors, Inc.   October 2007 - May 2010
Legend Financial Advisors, Inc.   October 2007 - May 2010
Legend Financial Advisors, Inc.   September 2004 - October 2007

Skills
Microsoft Office, Marketing Communications, Social Media, Customer Service, Online Advertising, Outlook, Social Media Marketing, InDesign, Photoshop, Illustrator, Acrobat Professional, PowerPoint, ACT!, Camtasia, Advertising, Employee Benefits, Training, Public Relations

Education
Duquesne University   2001 — 2003
M.A. in Liberal Arts, Corporate Communications, Multimedia

University of Pune   1996 — 2000
Bachelor of Commerce (B.Com.), Economics

Robert Holdcroft Robert Holdcroft Greater Pittsburgh Area Details
Robert Holdcroft's Legend Financial Advisors, Inc. Experience May 2010 - July 2012
Job Financial Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   January 2013 - Present
BNY Mellon  December 2012 - Present
Robert Morris University  August 2008 - December 2012
Legend Financial Advisors, Inc.   May 2010 - July 2012

Skills
Strategic Financial..., Finance, Microsoft Excel, PowerPoint, Financial Analysis, Access, Microsoft Office, Microsoft Word, Time Management, Customer Service, Financial Reporting, Analysis

Education
Robert Morris University   2008 — 2012
BSBA, Finance

Robert Morris University   2008 — 2012
Bachelor of Science, Business Administration; Finance

Adam Gill Adam Gill Greater Pittsburgh Area Details
Adam Gill's Legend Financial Advisors, Inc. Experience January 2011 - November 2012
Job Budget Analyst at Duquesne University
Industry Accounting
Experience
Duquesne University  November 2012 - Present
Legend Financial Advisors, Inc.   January 2011 - November 2012
Legend Financial Advisors, Inc.   May 2009 - December 2010

Skills
Higher Education, Financial Reporting, Planning Budgeting &..., Budget Forecasts, Budget Monitoring, Cost Projections, Capital Budgeting, Capital Project Analysis, Capital Project Planning, Department Budgeting, Personal Budgeting, Accounting, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Access, Investment Performance, Investment Management, Asset Managment, Investments, Portfolio Management, Sports Coaching, Volunteering, Dataload, Morningstar, Cognos

Education
Duquesne University Palumbo Donahue School of Business   2015 — 2016
Master of Business Administration (M.B.A.)

Duquesne University   2008 — 2010
Bachelor of Science (BS), Finance

Lafayette College   2006 — 2008
Economics and Business

Gina Sciulli Gina Sciulli Greater Pittsburgh Area Details
Gina Sciulli's Legend Financial Advisors, Inc. Experience April 2008 - August 2008
Job
Industry Banking
Experience
BNY Mellon  April 2013 - Present
BNY Mellon  January 2012 - April 2013
BNY Mellon  September 2010 - January 2012
Legend Financial Advisors, Inc.   April 2008 - August 2008

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Social Media, Social Media Marketing, Event Planning, Data Analysis, Outlook, Marketing Communications, Time Management

Education
University of Pittsburgh
Bachelor of Business Administration (B.B.A.), Specialized Sales, Merchandising and Marketing Operations

Ron Barner, CFP, ChFC, CTFA Ron Barner, CFP, ChFC, CTFA Greater Pittsburgh Area Details
Ron Barner, CFP, ChFC, CTFA's Legend Financial Advisors, Inc. Experience June 2004 - April 2006
Job Vice President / Relationship Manager at S&T Trust
Industry Financial Services
Experience
S&T Trust   March 2011 - Present
Careers in Transition Support and Networking Group   November 2010 - Present
First Commonwealth Bank  April 2006 - October 2010
Legend Financial Advisors, Inc.   June 2004 - April 2006

Skills
Wealth Management, Investments, Estate Planning, Retirement Planning, Asset Management, Finance, Investment Management, Wealth, Management, Investment Advisory, CRM, Accounting, Financial Advisory, Trusts, IRAs, Portfolio Management, Banking

Education
American University   1982 — 1985
BS/BA, Finance

American University - Kogod School of Business   1982 — 1985
BS/BA, Finance

Harford Community College   1981 — 1982
Computer Programing

Daniel Kleck Daniel Kleck Greater Pittsburgh Area Details
Daniel Kleck's Legend Financial Advisors, Inc. Experience November 2010 - Present
Job Creative Marketing Specialist at Legend Financial Advisors, Inc.
Industry Marketing and Advertising
Experience
Legend Financial Advisors, Inc.   November 2010 - Present

Skills
Dreamweaver, Adobe Creative Suite, Web Design, HTML, MySQL, Web Development, SEO, Email Marketing, Social Media, Social Networking, User Experience, Photoshop, CMS, Editing, Blogging, Joomla, HTML 5, Salesforce.com, Front-end, Google Analytics, Web Analytics, User Interface Design, Marketing, PPC, CSS, Social Media Marketing, Public Relations, Advertising, InDesign

Education
University of Pittsburgh
Bachelor of Arts (BA), Media and Professional Communication: Corporate and Community Relations

Natasha Povich Natasha Povich Pittsburgh, Pennsylvania Details
Natasha Povich's Legend Financial Advisors, Inc. Experience January 2008 - August 2008
Job Merchandise Planner at J.Crew
Industry Retail
Experience
J.Crew  August 2014 - Present
DICK'S Sporting Goods  June 2013 - August 2014
DICK'S Sporting Goods  January 2012 - May 2013
DICK'S Sporting Goods  April 2010 - December 2011
DICK'S Sporting Goods  June 2009 - April 2010
Legend Financial Advisors, Inc.   January 2008 - August 2008

Skills
Merchandise Planning, Retail, Merchandising, Inventory Management, Forecasting, Profit, Visual Merchandising, Trend Analysis, CPFR, Inventory Control, Store Management, Sales, Assortment, Apparel, P&L, Customer Service

Education
University of Pittsburgh   2005 — 2009
Finance

Jessica Sellman Jessica Sellman Greater Pittsburgh Area Details
Jessica Sellman's Legend Financial Advisors, Inc. Experience January 2007 - March 2010
Job Director of Admissions at Our Lady of the Sacred Heart High School
Industry Marketing and Advertising
Experience
Our Lady of the Sacred Heart High School  August 2013 - Present
K&L Gates  March 2013 - August 2013
K&L Gates  March 2010 - February 2013
Legend Financial Advisors, Inc.   January 2007 - March 2010
Legend Financial Advisors, Inc.   December 2005 - January 2007
Duquesne University  June 2005 - August 2005
Duquesne University  May 2004 - September 2004

Education
Duquesne University   2005 — 2007
MBA, Marketing

Duquesne University   2002 — 2006
BA, Corporate Communications/Public Relations

Our Lady of the Sacred Heart High School

Vincent Strangio, CFP ®, PPC™ Vincent Strangio, CFP ®, PPC™ Greater Pittsburgh Area Details
Vincent Strangio, CFP ®, PPC™'s Legend Financial Advisors, Inc. Experience December 2013 - Present
Job Fee Only CERTIFIED FINANCIAL PLANNER™ Professional at Legend Financial Advisors, Inc.
Industry Financial Services
Experience
Legend Financial Advisors, Inc.   December 2013 - Present
JKS Financial   February 2013 - December 2013
Federated Investors  March 2009 - January 2013
VincentStrangioStore   January 2002 - February 2012
AllianceBernstein  January 1997 - January 2002
AllianceBernstein  January 1993 - January 1997

Education
Fairfield University   1987 — 1991
Bachelor of Science (BS), Economics

Veronika Panagiotou Veronika Panagiotou Greater Pittsburgh Area Details
Veronika Panagiotou's Legend Financial Advisors, Inc. Experience June 2007 - February 2012
Job Doctoral Student at Point Park University
Industry Primary/Secondary Education
Experience
Bright Horizons  September 2014 - Present
Children's Museum of Pittsburgh  February 2013 - Present
Crothall Healthcare  February 2012 - Present
The Woodlands Foundation  September 2012 - December 2012
The Woodlands Foundation  March 2012 - August 2012
Achieving in Higher Education with Autism/Developmental Disabilities (AHEADD)   February 2010 - May 2012
Legend Financial Advisors, Inc.   June 2007 - February 2012
Point Park University  September 2007 - May 2011
Pittsburgh Cares  July 2010 - August 2010

Skills
Staff Development, Event Planning, Community Outreach, Leadership, Nonprofits, Time Management, Microsoft Office, Microsoft Word, Psychology, PowerPoint, Microsoft Excel, Social Media, Social Networking, Research, Volunteer Management, Newsletters, Early Childhood..., Educational Program..., Child Development

Education
Point Park University   2015 — 2018
Doctor of Philosophy (Ph.D.), Community Engagement

University of Pittsburgh   2011 — 2014
Master of Science (M.S.), Applied Developmental Psychology

Point Park University   2007 — 2011
B.A., Psychology

North Allegheny Sr. High School   2004 — 2007
High School

Vlasta Sheremeta Vlasta Sheremeta Greater Pittsburgh Area Details
Vlasta Sheremeta's Legend Financial Advisors, Inc. Experience January 2007 - August 2007
Job Portfolio Manager
Industry Banking
Experience
Mellon Capital  July 2014 - Present
Mellon Capital Management  July 2011 - July 2014
The Bank of New York Mellon  February 2010 - July 2011
Legend Financial Advisors, Inc.   January 2007 - August 2007

Skills
Bloomberg, Financial Analysis, Portfolio Management, Fixed Income, Financial Modeling, Finance, Quantitative Analytics, Strategic Planning, Equities, Hedge Funds, Asset Management, Investments, Valuation, Process Improvement, Microsoft Excel, Capital Markets, Alternative Investments

Education
Carnegie Mellon University - Tepper School of Business   2009 — 2012
MBA, Investment Strategy

University of Pittsburgh   2005 — 2009
Bachelor of Science, Business Administration

Karl Zellars Karl Zellars Pittsburgh, Pennsylvania Details
Karl Zellars's Legend Financial Advisors, Inc. Experience December 2009 - February 2013
Job Currently looking for opportunities in the Pittsburgh area
Industry Marketing and Advertising
Experience
Construction junction  July 2013 - Present
Legend Financial Advisors, Inc.   December 2009 - February 2013
Legend Financial Advisors, Inc.   December 2008 - December 2009
The Home Depot  March 2007 - January 2009

Education
University of Pittsburgh   2007 — 2009
Bachelor of Arts and Sciences, Communications Rhetoric, Corporate - Community Development

Philip Kreckel Philip Kreckel Pittsburgh, Pennsylvania Details
Philip Kreckel's Legend Financial Advisors, Inc. Experience November 2009 - November 2010
Job QA/Support Engineer at YinzCam, Inc.
Industry Computer Software
Experience
YinzCam, Inc.   August 2014 - Present
Federated Investors, Inc.   June 2012 - August 2014
BNY Mellon  August 2011 - June 2012
Legend Financial Advisors, Inc.   November 2009 - November 2010

Skills
Economics, Microsoft Excel, Macroeconomics, Analysis, Analytical Skills, Metrics, Statistical Data..., Qualtrics, Finance, Strategic Planning, User Interface Design, Web Design, Statistics

Education
University of Pittsburgh   2007 — 2011
Bachelor of Arts (BA), Economics

Annette Testa Annette Testa Greater Pittsburgh Area Details
Annette Testa's Legend Financial Advisors, Inc. Experience February 2008 - August 2011
Job AwardWinning Freelance Writer/Editor/Marketing Consultant
Industry Publishing
Experience
Self-Employed  October 2013 - Present
SMC Business Councils  August 2011 - February 2014
Legend Financial Advisors, Inc.   February 2008 - August 2011
Sail & Anchor Publishing, LLC   June 2003 - January 2008
TeKo Communications, LLC   April 1989 - June 2003
Paul H. Brookes Publishing Company   January 1988 - May 1990
International Brotherhood of Teamsters  October 1986 - January 1988
70001 Training & Employment Institute   June 1985 - October 1986

Skills
Blogging, Proofreading, Editorial, Magazines, Marketing Communications, Feature Articles, Speech Writing, Content Development, Journalism, Content Strategy, Public Speaking, Online Publishing, Newspapers, Nonprofits, Non-profits, Communication Training, Proposal Writing, Corporate Blogging, White Papers, Business Writing, Newspaper, Editing, Email Marketing, Facebook, Advertising, Books, Brochures, Newsletters, Press Releases, Public Relations, Social Media, Media Relations, Marketing, Web Content, Publications, Social Networking, Publishing, Writing, Strategic Planning

Education
Duquesne University   1981 — 1985
BA, Journalism

Elizabeth-Forward High School

Brian Ehresman Brian Ehresman Greater Philadelphia Area Details
Brian Ehresman's Legend Financial Advisors, Inc. Experience May 2008 - October 2008
Job Treasury Analyst at Vanguard
Industry Financial Services
Experience
Vanguard  June 2014 - Present
Vanguard  January 2012 - June 2014
Vanguard  June 2010 - January 2012
Confluence Capital   December 2008 - January 2010
Legend Financial Advisors, Inc.   May 2008 - October 2008

Skills
Treasury Management, Separately Managed..., Fund Accounting, Client Relations, Fundamental Analysis, Financial Reporting, Multi-currency..., FX Spot, Financial Analysis, Cost Benefit, Data Analysis, Broker-Dealer Operations, Market Pricing, Smartstream TLM, G/L Reconciliations, Operational Risk..., Corporate Finance, Microsoft Office, Bloomberg Terminal, Series 6, Series 63, DTC, NSCC, Finance, Mutual Funds, Investment Management, Risk Management

Education
Penn State University   2015 — 2018
Master of Business Administration (M.B.A.)

Duquesne University   2006 — 2010
Bachelor's degree, Finance and Financial Management Services

Council Rock High School South   2002 — 2006

Ben Grom Ben Grom Pittsburgh, Pennsylvania Details
Ben Grom's Legend Financial Advisors, Inc. Experience May 2013 - May 2014
Job Financial Planning Associate at Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group  June 2014 - Present
Hastings Do-it Best Hardware   May 2007 - October 2014
Legend Financial Advisors, Inc.   May 2013 - May 2014
Northwest Savings Bank  February 2013 - April 2013

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Finance, Account Reconciliation, Data Analysis, Strategic Financial..., Investments, Sales, Data Entry, Mutual Funds, Securities, Real Estate, Research

Education
Robert Morris University   2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

Community College of Allegheny County   2010 — 2012
Associate's Degree, General Studies

Morgan Price Morgan Price Pittsburgh, Pennsylvania Details
Morgan Price's Legend Financial Advisors, Inc. Experience May 2013 - November 2013
Job
Industry Accounting
Experience
Herbein + Company, Inc.   January 2015 - April 2015
ParenteBeard LLC  June 2014 - August 2014
PwC  January 2014 - March 2014
Legend Financial Advisors, Inc.   May 2013 - November 2013
U.S. Bank   May 2012 - August 2012

Skills
Financial Reporting, Financial Analysis, Financial Accounting, Financial Modeling, Accounting, Internal Controls, Auditing, Strategic Financial..., Due Diligence, US GAAP, Microsoft Excel, Sarbanes-Oxley Act, Corporate Finance, GAAP, Internal Audit, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Teamwork, Leadership, Public Speaking, Customer Service, Access

Education
Duquesne University   2011 — 2015
Bachelor's degree, Accounting

Duquesne University   2011 — 2015
Bachelor's degree, Accounting

Owen Hudac Owen Hudac Greater Pittsburgh Area Details
Owen Hudac's Legend Financial Advisors, Inc. Experience May 2007 - December 2007
Job Account Manager at FBC Chemical Corporation
Industry Chemicals
Experience
Tried & True Wood Finishes   May 2013 - Present
FBC Chemical Corporation   January 2013 - Present
Dick's Sporting Goods  October 2011 - January 2013
Dick's Sporting Goods  April 2010 - October 2011
Dick's Sporting Goods  June 2009 - April 2010
Dick's Sporting Goods  June 2008 - August 2008
Legend Financial Advisors, Inc.   May 2007 - December 2007

Skills
Retail, Merchandising, E-commerce, Marketing, Business Development, Leadership, Apparel, Forecasting, Visual Merchandising, Trend Analysis, Multi-channel Retail, Inventory Management, Pricing, Sales, Private Label, Inventory Control, Product Development, Marketing Strategy, Negotiation, Purchasing, Assortment, Organic Chemistry, Hygiene, Strategic Thinking

Education
UID   2014 — 2014

University of Pittsburgh   2006 — 2009
Bachelors in Business Administration, Finance, Economics Minor

University of Rochester   2005 — 2006
Economics

Hampton High School   2001 — 2005

Ekaterina Velikokhatnaya Ekaterina Velikokhatnaya Greater New York City Area Details
Ekaterina Velikokhatnaya's Legend Financial Advisors, Inc. Experience January 2008 - April 2008
Job MBA Candidate at NYU Stern School of Business
Industry Financial Services
Experience
NYU Stern School of Business  August 2014 - Present
PPG Industries  June 2013 - July 2014
PPG Industries  April 2013 - May 2013
PPG Industries  January 2013 - March 2013
PPG Industries  August 2011 - December 2012
PPG Industries  November 2009 - July 2011
Bayer  March 2009 - November 2009
Clear Count Medical Solutions, Inc.   June 2008 - November 2008
Legend Financial Advisors, Inc.   January 2008 - April 2008
Ameriprise Financial Services, Inc.   May 2007 - December 2007

Skills
Forecasting, Financial Analysis, SAP, Analysis, Finance, Budgets, Internal Controls, Auditing, Access, Variance Analysis, Management, Account Reconciliation

Education
New York University - Leonard N. Stern School of Business   2014 — 2016
Master of Business Administration (MBA)

University of Pittsburgh   2004 — 2008
Bachelor's degree, Finance

University of Pittsburgh   2004 — 2008
Bachelor's degree, Mathematics-Economics

School #9 Tomsk, Russia   1992 — 2002
Elementary/Middle/High School

Matt Cuomo Matt Cuomo Greater Pittsburgh Area Details
Matt Cuomo's Legend Financial Advisors, Inc. Experience June 2000 - September 2000
Job Vice President Sales at Vision Benefits of America
Industry Health, Wellness and Fitness
Experience
Vision Benefits of America   August 2015 - Present
Vision Benefits Of America   April 2015 - August 2015
HealthMarkets  December 2014 - April 2015
East Coast Sandwiches   2011 - July 2014
Huntington Insurance  November 2008 - July 2011
Northland Public Library Foundation   January 2007 - January 2010
Rodgers Insurance Group  November 2005 - August 2008
Marsh  June 2002 - November 2005
USX   January 2001 - June 2002
Legend Financial Advisors, Inc.   June 2000 - September 2000

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Sales, Marketing, Marketing Strategy, Public Relations, Analysis, Account Management, New Business Development, Sales Management, Social Media Marketing, Social Networking, Catering, Risk Management, Employee Benefits, Commercial Insurance, Restaurants, Lead Generation, Property, Direct Sales, Insurance, Business Development, Retail, Fundraising, Event Planning

Education
Duquesne University   1998 — 2002
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Duquesne University
Bachelor of Science Business Management, Business Administration and Management, General

PTHS

Cory Beam Cory Beam Washington D.C. Metro Area Details
Cory Beam's Legend Financial Advisors, Inc. Experience February 2012 - August 2012
Job Assurance Staff at RyanSharkey, LLP
Industry Accounting
Experience
RyanSharkey, LLP  January 2015 - Present
Duquesne Office of International Programs   June 2012 - December 2014
PPL Corporation  May 2014 - August 2014
FedEx Services  July 2013 - December 2013
Sheridan Broadcasting Corporation  January 2013 - June 2013
Pittsburgh Irish Festival   June 2012 - August 2012
Legend Financial Advisors, Inc.   February 2012 - August 2012
Samuel Geltman & CO, Olympic Gardens   January 2008 - January 2011

Skills
Access, Time Management, Leadership, Teamwork, German, PowerPoint, Data Analysis, Outlook, Business Communications, Financial Accounting, Team Leadership, Public Speaking, Project Management, PeopleSoft, Visio, Project Planning, Audit Command Language, International Business, TeamMate, J-SOX, SOX Complaince

Education
Duquesne University   2010 — 2014
Finance, International Business, Senior

National University of Ireland, Galway
International Business, Junior

Diane Pearson, CFP®, PPC™, CDFA™ Diane Pearson, CFP®, PPC™, CDFA™ Greater Pittsburgh Area Details
Diane Pearson, CFP®, PPC™, CDFA™'s Legend Financial Advisors, Inc. Experience January 1994 - Present
Job Wealth Advisor and Shareholder at Legend Financial Advisors, Inc.
Industry Financial Services
Experience
Legend Financial Advisors, Inc.   January 1994 - Present
Smart Divorce Institute, LLC   2013 - Present
Allegheny Financial Group  March 1989 - January 1994

Skills
Finance, Financial Advisory, Financial Planning, Investment Advisory, Financial Services, Retirement, Management, Investment Management, Wealth, Social Media

Education
Robert Morris University   1984 — 1986
BS, Business Administration and Management, General

Robert Morris University   1982 — 1985
BSBA, Bachelor of Science degree in Management and an Associate degree in Accounting.

Jim Holtzman Jim Holtzman Greater Pittsburgh Area Details
Jim Holtzman's Legend Financial Advisors, Inc. Experience May 2001 - Present
Job Wealth Advisor and Shareholder at Legend Financial Advisors, Inc.
Industry Financial Services
Experience
Legend Financial Advisors, Inc.   May 2001 - Present
The Ayco Company, L.P.   1998 - 2002
Goldman Sachs  1999 - 2001
Epstein Tabor & Schorr   1998 - 2000
Federated Investors  1996 - 1996

Education
La Roche College   1992 — 1996
Accounting and Management

Bishop McCort

Leadership Development Initiative

Leadership Pittsburgh

Registered Section 529 Plan Consultant through the www.savingforcollege.com Website

Alex Hendrickson Alex Hendrickson Pittsburgh, Pennsylvania Details
Alex Hendrickson's Legend Financial Advisors, Inc. Experience June 2015 - Present
Job Investment Coordinator at Legend Financial Advisors, Inc.
Industry
Experience
Legend Financial Advisors, Inc.   June 2015 - Present
Legend Financial Advisors, Inc.   December 2013 - May 2015
Diamond Run Golf Club  June 2010 - September 2014

Education
University of Pittsburgh   2011 — 2015
Bachelor of Science in Business Administration, Finance, Senior

Chris DeCarlo Chris DeCarlo New York, New York Details
Chris DeCarlo's Legend Financial Advisors, Inc. Experience September 2012 - January 2013
Job Student at NYU, Courant Institute of Mathematical Sciences
Industry Capital Markets
Experience
Fusion Investment Group   January 2015 - Present
Mellon Capital  June 2013 - August 2013
Oakmont Country Club  March 2007 - May 2013
Legend Financial Advisors, Inc.   September 2012 - January 2013

Skills
Bloomberg, Time Management, Microsoft Excel, R

Education
New York University   2015 — 2016
Master of Science (MS), Mathematics in Finance

Duquesne University   2011 — 2015
Finance & Math

Jacqueline Sciotto Jacqueline Sciotto Columbus, Ohio Area Details
Jacqueline Sciotto's Legend Financial Advisors, Inc. Experience April 2006 - April 2008
Job Executive Assistant at Ohio National Guard and Shaklee Independent Distributor
Industry Health, Wellness and Fitness
Experience
Ohio National Guard  August 2009 - Present
Make A Difference, LLC / CEO   February 2005 - Present
Legend Financial Advisors, Inc.   April 2006 - April 2008

Skills
Customer Service, Leadership Development, Social Media, Microsoft Office, Leadership, Non-profits, Nutrition, Coaching, Public Speaking, Event Planning, Time Management, Nonprofits, Healthcare, Wellness, Teaching, Team Building, Community Outreach, Training, Social Networking, Fundraising, Small Business, Entrepreneurship

Education
Duquesne University   1998 — 2002
Bachelor of Science, Business Administration

Walsh University   1998 — 1998

Jason Klein, CFA Jason Klein, CFA Greater Pittsburgh Area Details
Jason Klein, CFA's Legend Financial Advisors, Inc. Experience May 1998 - July 2002
Job Chief Investment Officer at F.N.B. Corporation
Industry Investment Management
Experience
F.N.B. Corporation   March 2014 - Present
Standish Mellon Asset Management  October 2006 - March 2014
Standish Mellon Asset Management  June 2005 - October 2006
Standish Mellon Asset Management  November 2003 - June 2005
Russell/Mellon Analytical Services  July 2002 - November 2003
Legend Financial Advisors, Inc.   May 1998 - July 2002

Skills
Fixed Income, Portfolio Management, Asset Management, Bloomberg, Bonds, Investments, Asset Allocation, Investment Management, Alternative Investments, Equities, Hedge Funds, Investment Strategies, Mutual Funds, Trading, Derivatives

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2003 — 2006
Master of Business Administration (MBA)

Indiana University of Pennsylvania   1995 — 1999
Bachelor of Science (BS), Major- Finance, Minor- Economics

Erin Fitzgerald Erin Fitzgerald Greater Pittsburgh Area Details
Erin Fitzgerald's Legend Financial Advisors, Inc. Experience November 2007 - August 2008
Job Retail Associate Client Manager at Nielsen
Industry Marketing and Advertising
Experience
Nielsen  February 2013 - Present
BodyMedia  March 2010 - February 2013
BitArmor Systems, Inc.   August 2009 - April 2010
Universal Information Systems   May 2009 - August 2009
Pittsburgh Penguins  October 2008 - April 2009
Legend Financial Advisors, Inc.   November 2007 - August 2008
Pittsburgh East Community Church   May 2006 - August 2008

Skills
Social Media, Microsoft Office, Copywriting, Budgets, Forecasting, NetSuite, Marketing Communications, Marketing, Social Media Marketing, Event Planning, Sales, Marketing Strategy, Email Marketing, Market Research, SEO, Public Relations, Lead Generation, Strategy, Event Management, Leadership, Analytics

Education
Duquesne University   2006 — 2009
Bachelor of Science (BS), Business Marketing and Leadership and Change Management

Penn State University   2005 — 2006
Bachelor of Science (BS), Business Marketing

Matt Melago Matt Melago Charlotte, North Carolina Details
Matt Melago's Legend Financial Advisors, Inc. Experience 2003 - 2006
Job Associate at Anderson LeNeave & Co.
Industry Investment Banking
Experience
Anderson LeNeave & Co.   February 2008 - Present
Banc of America Securities  2006 - 2007
Legend Financial Advisors, Inc.   2003 - 2006

Education
Duquesne University   2001 — 2005
B.S., Finance and Investment Management

Darren Pennington Darren Pennington Chicago, Illinois Details
Darren Pennington's Legend Financial Advisors, Inc. Experience June 2005 - August 2007
Job Energy Derivatives Trader / Quant Analyst
Industry Capital Markets
Experience
Chicago Trading Company  February 2009 - Present
Chicago Trading Company  June 2008 - August 2008
Legend Financial Advisors, Inc.   June 2005 - August 2007

Skills
Quantitative Finance, Proprietary Trading, Derivatives, Volatility Arbitrage, Portfolio Management, Trading Systems, Asset Management, Options, Energy Markets, Market Making, Econometrics, Statistical Data..., Electronic Trading, Financial Markets, Commodity Markets, Financial Modeling, Asset Managment, Investment Selection, Due Diligence, Alternative Investments, VBA, R, Matlab, Volatility

Education
Carnegie Mellon University   2007 — 2008
Master of Science (MS), Computational Finance

Robert Morris University   2005 — 2007
BSBA, Finance / Economics and a Mathematics minor

Gina DeCola Gina DeCola Greater Pittsburgh Area Details
Gina DeCola's Legend Financial Advisors, Inc. Experience September 2013 - Present
Job Project, Communications and Technology Coordination
Industry Information Technology and Services
Experience
Legend Financial Advisors, Inc.   September 2013 - Present
Carnegie Mellon University  October 2009 - September 2013
Carnegie Mellon University  April 2008 - September 2009
Finn Chiropractic   September 2003 - March 2008
Legend Financial Advisors, Inc.   1998 - 2003

Skills
Security, Information Security, Program Management, Microsoft Office, Contract Management, Project Planning, Project Management, System Administration, Computer Forensics, Project Coordination, Troubleshooting, Information Technology, Salesforce.com...

Education
Robert Morris University   2011 — 2017
BS, Communication and Information Systems, 3.75

Nathan Nedley Nathan Nedley Charlotte, North Carolina Area Details
Nathan Nedley's Legend Financial Advisors, Inc. Experience 2002 - 2003
Job Vice President, Finance at Wastequip
Industry Plastics
Experience
Wastequip  April 2014 - Present
Pittsburgh Glass Works, LLC  August 2011 - April 2014
Pittsburgh Glass Works, LLC  March 2010 - August 2011
Pittsburgh Glass Works, LLC  March 2009 - March 2010
PPG Industries  October 2007 - March 2009
PPG Industries  July 2006 - October 2007
PPG Industries  February 2005 - July 2006
#1 Choice Real Estate; Broker-1 Realty   2004 - January 2005
Legend Financial Advisors, Inc.   2002 - 2003

Skills
Automotive, Forecasting, Finance, Financial Analysis, Process Improvement, Glass, Financial Reporting, Accounting, Continuous Improvement, Financial Accounting, Sarbanes-Oxley Act, Hyperion Enterprise, Logistics, Accounts Payable, Microsoft Excel, Strategic Financial..., International Joint..., Negotiation, Working Capital..., Strategy, Capital Budgeting, Managerial Finance, Valuation, Financial Modeling, Internal Controls, Staff Development, Budgets, Cross-functional Team..., Cost Accounting, Strategic Planning, Management, Variance Analysis, Manufacturing, Budgeting, Leadership, Team Building

Education
Penn State University   2009 — 2011
MBA, Business

Duquesne University   2001 — 2004
BS, Finance; Investment Management

Donna Panagiotou Donna Panagiotou Pittsburgh, Pennsylvania Details
Donna Panagiotou's Legend Financial Advisors, Inc. Experience August 2005 - February 2013
Job Lead Administrative Assistant at EQT Corporation
Industry Oil & Energy
Experience
EQT Corporation  February 2015 - Present
Stratos Wealth Partners  July 2013 - February 2015
The Bank of New York Mellon  May 2013 - July 2013
Legend Financial Advisors, Inc.   August 2005 - February 2013
Superior Court of Pennsylvania  January 1988 - December 2002
University of Pittsburgh Katz Graduate School of Business  March 1987 - January 1988

Skills
PowerPoint, Editing, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Outlook, Access, Proofreading, Marketing Communications, Newsletters, Event Planning, Marketing

Education
Geneva College   2009 — 2011
Bachelor's Degree

Duquesne University

Carnegie Mellon University

Benjamin Greenfeld, CFP® Benjamin Greenfeld, CFP® Greater Pittsburgh Area Details
Benjamin Greenfeld, CFP®'s Legend Financial Advisors, Inc. Experience August 2004 - March 2011
Job Chief Investment Officer at Waldron Private Wealth
Industry Investment Management
Experience
Waldron Private Wealth  April 2015 - Present
Waldron Private Wealth  March 2011 - Present
Legend Financial Advisors, Inc.   August 2004 - March 2011

Skills
Investment Management, Asset Allocation, Due Diligence, Wealth Management, Investment Strategies

Education
Duquesne University
Finance

Alaina (Alaina Krupa) Dworak Alaina (Alaina Krupa) Dworak Franklin, Tennessee Details
Alaina (Alaina Krupa) Dworak's Legend Financial Advisors, Inc. Experience October 2010 - November 2011
Job Membership Director at Temple Hills Country Club
Industry Health, Wellness and Fitness
Experience
Temple Hills Country Club  November 2013 - Present
ClubCorp - Rivers Club   September 2012 - May 2013
Duquesne University  August 2010 - May 2013
Federated Investors, Inc.   November 2011 - May 2012
Legend Financial Advisors, Inc.   October 2010 - November 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation, Java, Event Planning, Marketing Communications, Social Media Marketing, Leadership Development, Wedding Planning, Fitness Instruction, Public Relations, Social Media, Social Networking, Fundraising, Marketing

Education
Duquesne University   2010 — 2012
Master of Arts (M.A.), Integrated Marketing Communications

Penn State University   2005 — 2009
Bachelor of Arts (B.A.), Broadcast Journalism

Brandon Dorenkott Brandon Dorenkott Greater Philadelphia Area Details
Brandon Dorenkott's Legend Financial Advisors, Inc. Experience June 2014 - August 2014
Job Finance Student at Villanova University
Industry Financial Services
Experience
Seagate Technology  May 2015 - August 2015
NYSE  June 2015 - June 2015
Legend Financial Advisors, Inc.   June 2014 - August 2014
Legend Financial Advisors, Inc.   September 2012 - September 2013

Skills
Microsoft Excel, Public Speaking, Research, Bloomberg Terminal, Microsoft Office, Sarbanes-Oxley Act, SOX 404, Internal Controls, Tableau, Document Management, Financial Analysis, Salesforce.com, Google Docs, Marketing Communications, Microsoft Word, Stock Research, Business Writing

Education
Villanova University   2014 — 2017
Bachelor's Degree, Finance with Minors in Business Law and Philosophy, GPA: 3.48

University of Delaware   2013 — 2014
Bachelor's Degree, Accounting and Finance, GPA: 3.62

Hampton High School, Allison Park, PA   2009 — 2013
High School, GPA: 4.14

Bradley Pendzick Bradley Pendzick Greater Pittsburgh Area Details
Bradley Pendzick's Legend Financial Advisors, Inc. Experience November 2009 - Present
Job
Industry Financial Services
Experience
University of Pittsburgh  August 2010 - Present
Legend Financial Advisors, Inc.   November 2009 - Present

Education
University of Pittsburgh   2008 — 2012
BA, Finance

Adam Bosiljevac Adam Bosiljevac Greater Pittsburgh Area Details
Adam Bosiljevac's Legend Financial Advisors, Inc. Experience January 2007 - October 2007
Job Financial Services
Industry Financial Services
Experience
Nationwide Financial  February 2015 - Present
PNC  November 2013 - February 2015
Financial Foresight Group, Inc.   July 2009 - November 2013
Dollar Bank  June 2008 - July 2009
Legend Financial Advisors, Inc.   January 2007 - October 2007

Skills
Finacial Management, Portfolio Optimization, Life Insurance, Long-term Care, College Savings Plans, Investment Advisory, Retirement Planning, 401k Rollovers, 401k, Personal Financial..., Portfolio Management, Series 7, Series 66, Finance, Financial Analysis

Education
Robert Morris University   2005 — 2007
Bachelor of Science (B.S.), Finance

Slippery Rock High School   1996 — 2000

University of Pittsburgh

Andy Coughenour Andy Coughenour Somerset, Pennsylvania Details
Andy Coughenour's Legend Financial Advisors, Inc. Experience January 2010 - September 2010
Job Assistant Manager at Somerset Outdoor Equipment
Industry Consumer Goods
Experience
Somerset Outdoor Equipment   May 2011 - Present
Legend Financial Advisors, Inc.   January 2010 - September 2010

Education
Robert Morris University   2007 — 2011
Bachelor of Science (BS), Accounting and Finance