Legend Group
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Legend Group Employees
Employee
Years
Job
Industry
Adam Syrlik Adam Syrlik's Legend Group Experience July 1998 - May 1999
Job iSeries Engineer
Industry Museums and Institutions
Experience
mindSHIFT April 2012 - Present
The Museum of Modern Art September 2007 - April 2012
AAA Transportation Group May 1999 - August 2007
Legend Group July 1998 - May 1999
Skills
IBM iSeries, AS400 Administration, High Availability, Disaster Recovery, System Administration, Technical Support
Education
Palm Beach Community College 1996 — 1999
Computer Information Systems Analysis (Network Specialist Track)
Florida Institute of Technology 1994 — 1995
Computer Engineering
mindSHIFT April 2012 - Present
The Museum of Modern Art September 2007 - April 2012
AAA Transportation Group May 1999 - August 2007
Legend Group July 1998 - May 1999
Skills
IBM iSeries, AS400 Administration, High Availability, Disaster Recovery, System Administration, Technical Support
Education
Palm Beach Community College 1996 — 1999
Computer Information Systems Analysis (Network Specialist Track)
Florida Institute of Technology 1994 — 1995
Computer Engineering
Paula Golino Paula Golino's Legend Group Experience July 1995 - December 2005
Job Independent Business Consultant Tax Prep Accounting & Tax
Industry Commercial Real Estate
Experience
Mr Auto Insurance of Stuart November 2010 - Present
Denholtz Associates, LLC December 2008 - October 2010
Hanley Center, Inc. July 2007 - October 2008
Dasco Companies, Inc. October 2005 - June 2007
Legend Group July 1995 - December 2005
The Center for Family Services, Inc. 1992 - 1995
Majestic Realty Corp. 1991 - 1992
MIG Companies, Inc. 1989 - 1991
Skills
GAAP, Accounting, Accounts Payable, Cash, Accounts Receivable, SEC reporting, Internal Controls, Cash Management, Consolidation, Property Management, Financial Reporting, Budgeting, Cash Flow, Financial Management, Strategic Planning, General Ledger, Financial Analysis, Payroll, Quickbooks, Forecasting, Due Diligence, Tax, Excel, Financial Modeling, Analysis, Microsoft Office, Contract Negotiation, Process Improvement, Supervisory Skills, Financial Accounting, QuickBooks, Microsoft Excel, Financial Statements, Strategic Financial..., Revenue Recognition, Accruals, Account Reconciliation, Corporate Finance, 401k, Variance Analysis, Insurance, US GAAP, Cost Accounting, Asset Managment, Leases, Budgets, Managerial Finance, Financial Planning
Education
NASD 1996 — 2005
Series 27 license, Brokerage operations
Florida Metropolitan University 1981 — 1985
BA, Business and Accounting
Lambton College & Technical Institute 1977 — 1980
Associate's degree, Accounting
Mr Auto Insurance of Stuart November 2010 - Present
Denholtz Associates, LLC December 2008 - October 2010
Hanley Center, Inc. July 2007 - October 2008
Dasco Companies, Inc. October 2005 - June 2007
Legend Group July 1995 - December 2005
The Center for Family Services, Inc. 1992 - 1995
Majestic Realty Corp. 1991 - 1992
MIG Companies, Inc. 1989 - 1991
Skills
GAAP, Accounting, Accounts Payable, Cash, Accounts Receivable, SEC reporting, Internal Controls, Cash Management, Consolidation, Property Management, Financial Reporting, Budgeting, Cash Flow, Financial Management, Strategic Planning, General Ledger, Financial Analysis, Payroll, Quickbooks, Forecasting, Due Diligence, Tax, Excel, Financial Modeling, Analysis, Microsoft Office, Contract Negotiation, Process Improvement, Supervisory Skills, Financial Accounting, QuickBooks, Microsoft Excel, Financial Statements, Strategic Financial..., Revenue Recognition, Accruals, Account Reconciliation, Corporate Finance, 401k, Variance Analysis, Insurance, US GAAP, Cost Accounting, Asset Managment, Leases, Budgets, Managerial Finance, Financial Planning
Education
NASD 1996 — 2005
Series 27 license, Brokerage operations
Florida Metropolitan University 1981 — 1985
BA, Business and Accounting
Lambton College & Technical Institute 1977 — 1980
Associate's degree, Accounting
Brian Silver's Legend Group Experience April 2004 - November 2008
Job Director of Corporate Development / Principal
Industry Wholesale
Experience
Shetakis Wholesalers March 2001 - Present
Rockrena, Inc. July 2009 - November 2012
Wildwood Capital Securities April 2009 - December 2009
Chicago Investment Group November 2008 - April 2009
Legend Group April 2004 - November 2008
Education
Tulane University 1986 — 1990
BSM, Finance/Accounting
Shetakis Wholesalers March 2001 - Present
Rockrena, Inc. July 2009 - November 2012
Wildwood Capital Securities April 2009 - December 2009
Chicago Investment Group November 2008 - April 2009
Legend Group April 2004 - November 2008
Education
Tulane University 1986 — 1990
BSM, Finance/Accounting
Joel Stauring Joel Stauring's Legend Group Experience October 2005 - September 2009
Job Manager at Hometown Payroll Services
Industry Accounting
Experience
Hometown Payroll Services July 2015 - Present
Cunningham Stauring & Associates January 2011 - Present
Multiman Consulting July 2004 - Present
Mountain View District January 2010 - June 2015
Stephen Cunningham, CPA August 2008 - December 2010
Legend Group October 2005 - September 2009
Liberty Tax Service 2008 - 2008
Bank of Hawaii November 1996 - June 2004
New England Financial 2002 - 2002
Petland January 1994 - December 1998
Skills
Strategic Planning, Strategic Financial..., Retirement Planning, Insurance, Small Business, Budgets, Financial Analysis, Public Speaking, Finance, Accounting, QuickBooks, Leadership, Management
Education
Hawaii Pacific University 2002 — 2004
MBA
Hawaii Pacific University 1998 — 2002
BA
Hometown Payroll Services July 2015 - Present
Cunningham Stauring & Associates January 2011 - Present
Multiman Consulting July 2004 - Present
Mountain View District January 2010 - June 2015
Stephen Cunningham, CPA August 2008 - December 2010
Legend Group October 2005 - September 2009
Liberty Tax Service 2008 - 2008
Bank of Hawaii November 1996 - June 2004
New England Financial 2002 - 2002
Petland January 1994 - December 1998
Skills
Strategic Planning, Strategic Financial..., Retirement Planning, Insurance, Small Business, Budgets, Financial Analysis, Public Speaking, Finance, Accounting, QuickBooks, Leadership, Management
Education
Hawaii Pacific University 2002 — 2004
MBA
Hawaii Pacific University 1998 — 2002
BA
Brent C Gilmore, ChFC, CRC's Legend Group Experience December 2008 - June 2014
Job Partner and Registered Principal at United Planners Financial Services
Industry Financial Services
Experience
United Planners Financial Services June 2014 - Present
GA Financial Resouces March 1996 - Present
City of Hilliard, Ohio January 1996 - December 2014
Legend Group December 2008 - June 2014
Skills
Strategic Financial..., Financial Advisory, Retirement Planning, Retirement, Disability Insurance, Estate Planning, Investment Advisory, Life Insurance, Long Term Care Insurance, Pensions, Finance, Savings, Investment Strategies, IRAs, Wealth, Wealth Accumulation, Asset Allocation, Fixed Annuities, Roth IRA, Investment Management, Certified Financial..., 401k Rollovers, Personal Finance, Insurance, Small Business, Financial Planners, Series 63, Health Insurance, 401k, Securities, Inheritance Tax Planning, Employee Benefits, Series 7, Income Protection, Investments, Whole Life, Wealth Management, Mortgage Lending, Portfolio Management, Tax, Critical Illness
Education
The American College 1985 — 2011
CLU, ChFC, CASL, Financial Planning
Purdue University 1980 — 1984
BA, Interpersonal Communications
United Planners Financial Services June 2014 - Present
GA Financial Resouces March 1996 - Present
City of Hilliard, Ohio January 1996 - December 2014
Legend Group December 2008 - June 2014
Skills
Strategic Financial..., Financial Advisory, Retirement Planning, Retirement, Disability Insurance, Estate Planning, Investment Advisory, Life Insurance, Long Term Care Insurance, Pensions, Finance, Savings, Investment Strategies, IRAs, Wealth, Wealth Accumulation, Asset Allocation, Fixed Annuities, Roth IRA, Investment Management, Certified Financial..., 401k Rollovers, Personal Finance, Insurance, Small Business, Financial Planners, Series 63, Health Insurance, 401k, Securities, Inheritance Tax Planning, Employee Benefits, Series 7, Income Protection, Investments, Whole Life, Wealth Management, Mortgage Lending, Portfolio Management, Tax, Critical Illness
Education
The American College 1985 — 2011
CLU, ChFC, CASL, Financial Planning
Purdue University 1980 — 1984
BA, Interpersonal Communications
Page Roberson's Legend Group Experience February 2008 - May 2008
Job Vice President at Legacy PTLA LLC
Industry Real Estate
Experience
LEGACY PTLA LLC June 2014 - Present
Sequoia Equities, Inc. December 2013 - May 2014
Sequoia Equities, Inc. June 2012 - December 2013
Best Bay Apartments, Inc. March 2011 - May 2012
Dutra Cerro Graden September 2008 - December 2009
Legend Group February 2008 - May 2008
Comprehensive Wealth Management May 2007 - May 2008
Trust Company of the West May 2007 - August 2007
Skills
Portfolio Management, Credit, Real Estate, Property Management, Investments, Finance, Commercial Real Estate, Real Estate Transactions, Market Research, Investors, Analysis, Investment Properties, Real Estate Economics, Leases, Asset Management, Property, Apartments, Financial Analysis
Education
Azusa Pacific University 2004 — 2008
B.S., Finance
University of Oxford 2006 — 2006
International Business & Finance; British History/Culture
LEGACY PTLA LLC June 2014 - Present
Sequoia Equities, Inc. December 2013 - May 2014
Sequoia Equities, Inc. June 2012 - December 2013
Best Bay Apartments, Inc. March 2011 - May 2012
Dutra Cerro Graden September 2008 - December 2009
Legend Group February 2008 - May 2008
Comprehensive Wealth Management May 2007 - May 2008
Trust Company of the West May 2007 - August 2007
Skills
Portfolio Management, Credit, Real Estate, Property Management, Investments, Finance, Commercial Real Estate, Real Estate Transactions, Market Research, Investors, Analysis, Investment Properties, Real Estate Economics, Leases, Asset Management, Property, Apartments, Financial Analysis
Education
Azusa Pacific University 2004 — 2008
B.S., Finance
University of Oxford 2006 — 2006
International Business & Finance; British History/Culture
Michelle Chesney Michelle Chesney's Legend Group 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
Cara Riley Cara Riley's Legend Group Experience September 2008 - January 2013
Job Client Services Representative at American Funds
Industry Investment Management
Experience
American Funds July 2013 - Present
Legend Group September 2008 - January 2013
Virtualbank 2004 - 2008
Skills
Strategic Planning, Banking, Investments, Mortgage Lending, Loans, Mortgage Banking, Series 6
Education
Queens University of Charlotte 1994 — 1998
Bachelor of Arts, Business
American Funds July 2013 - Present
Legend Group September 2008 - January 2013
Virtualbank 2004 - 2008
Skills
Strategic Planning, Banking, Investments, Mortgage Lending, Loans, Mortgage Banking, Series 6
Education
Queens University of Charlotte 1994 — 1998
Bachelor of Arts, Business
Kari Hewitt Kari Hewitt's Legend Group Experience April 2001 - September 2008
Job Continuing my education.
Industry Telecommunications
Experience
Hover Networks February 2012 - October 2012
PCM July 2011 - February 2012
Infiniva November 2010 - April 2011
Mutual of Omaha February 2010 - December 2010
C&H PC October 2008 - October 2009
Legend Group April 2001 - September 2008
Abercrombie & Fitch September 2000 - August 2001
Boots Healthcare International May 2000 - August 2000
Jamestown Container Companies April 1999 - May 2000
Skills
Sales, Account Management, Customer Service, New Business Development, Marketing Strategy, Marketing, Advertising, Budgets, Market Research, Management, Negotiation, Sales Management, Strategic Planning, B2B, Business Planning, Leadership, Sales Operations, Team Building, Retail, Sales Process, Product Management, Public Relations, Event Planning, Social Media, E-commerce, Training, Project Management
Education
Penn Foster 2015 — 2016
Medical/Clinical Assistant
Brunel University 2000 — 2001
Marketing
State University of New York College at Brockport 1996 — 2000
Health Science, Marketing
Hover Networks February 2012 - October 2012
PCM July 2011 - February 2012
Infiniva November 2010 - April 2011
Mutual of Omaha February 2010 - December 2010
C&H PC October 2008 - October 2009
Legend Group April 2001 - September 2008
Abercrombie & Fitch September 2000 - August 2001
Boots Healthcare International May 2000 - August 2000
Jamestown Container Companies April 1999 - May 2000
Skills
Sales, Account Management, Customer Service, New Business Development, Marketing Strategy, Marketing, Advertising, Budgets, Market Research, Management, Negotiation, Sales Management, Strategic Planning, B2B, Business Planning, Leadership, Sales Operations, Team Building, Retail, Sales Process, Product Management, Public Relations, Event Planning, Social Media, E-commerce, Training, Project Management
Education
Penn Foster 2015 — 2016
Medical/Clinical Assistant
Brunel University 2000 — 2001
Marketing
State University of New York College at Brockport 1996 — 2000
Health Science, Marketing
Andy Sharry's Legend Group Experience January 1999 - December 2007
Job Health & Wellness Professional, Communication & Social Media Director
Industry Health, Wellness and Fitness
Experience
Elect Matt Wally, Worcester City Councilor April 2015 - Present
Paxton Sports Center April 2015 - Present
YMCA of Central Massachusetts February 2010 - Present
YMCA of Central Massachusetts November 2011 - March 2015
Sharecare, Inc. December 2007 - January 2015
YMCA of Central Massachusetts November 2008 - November 2011
Legend Group January 1999 - December 2007
Blue Cross Blue Shield of Massachusetts August 1995 - December 1998
Skills
Fitness, Personal Training, Training, Coaching, Fundraising, Sports, Community Outreach, Public Speaking, Social Interaction, Oral & Written..., Team Leadership, Group Exercise..., Marketing Communications, Social Media Marketing, Long Distance Running, Fundraising Events, TRX Certified, Non-profit Leadership, Indoor Cycling, CPR Certified, Strength Training, Wellness, Nonprofits, Marketing, Event Planning, Social Media, Fitness Training, Management, Teaching, Strategic Planning, Leadership, Functional Training, Nutrition, Wellness Coaching, Athletic Training, Customer Service, Program Development, Athletics
Education
University of New Hampshire 1991 — 1995
Bachelor's Degree, Political Science and Government
Burncoat Senior High School 1987 — 1991
Elect Matt Wally, Worcester City Councilor April 2015 - Present
Paxton Sports Center April 2015 - Present
YMCA of Central Massachusetts February 2010 - Present
YMCA of Central Massachusetts November 2011 - March 2015
Sharecare, Inc. December 2007 - January 2015
YMCA of Central Massachusetts November 2008 - November 2011
Legend Group January 1999 - December 2007
Blue Cross Blue Shield of Massachusetts August 1995 - December 1998
Skills
Fitness, Personal Training, Training, Coaching, Fundraising, Sports, Community Outreach, Public Speaking, Social Interaction, Oral & Written..., Team Leadership, Group Exercise..., Marketing Communications, Social Media Marketing, Long Distance Running, Fundraising Events, TRX Certified, Non-profit Leadership, Indoor Cycling, CPR Certified, Strength Training, Wellness, Nonprofits, Marketing, Event Planning, Social Media, Fitness Training, Management, Teaching, Strategic Planning, Leadership, Functional Training, Nutrition, Wellness Coaching, Athletic Training, Customer Service, Program Development, Athletics
Education
University of New Hampshire 1991 — 1995
Bachelor's Degree, Political Science and Government
Burncoat Senior High School 1987 — 1991
Brian Schwarz Brian Schwarz's Legend Group Experience January 2003 - October 2014
Job Director of Recruiting at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group October 2014 - Present
Legend Group January 2003 - October 2014
Education
University of Phoenix 2006 — 2008
BSBM, Finance
Florida Atlantic University 1998 — 2000
AA, General
Evershore Financial Group October 2014 - Present
Legend Group January 2003 - October 2014
Education
University of Phoenix 2006 — 2008
BSBM, Finance
Florida Atlantic University 1998 — 2000
AA, General
Meredith McManus's Legend Group Experience September 2000 - August 2003
Job Associate Berk Wealth Management
Industry Financial Services
Experience
Berk Wealth Management September 2013 - July 2014
Morgan Stanley March 2009 - June 2013
Strategic Value Partners July 2005 - January 2009
GlobeOp Financial Services December 2003 - July 2005
Legend Group September 2000 - August 2003
Verizon Data Services August 1997 - July 2000
Skills
Equities, Hedge Funds, Fixed Income
Education
State University of New York College at Cortland 1992 — 1996
BA, Economics
Berk Wealth Management September 2013 - July 2014
Morgan Stanley March 2009 - June 2013
Strategic Value Partners July 2005 - January 2009
GlobeOp Financial Services December 2003 - July 2005
Legend Group September 2000 - August 2003
Verizon Data Services August 1997 - July 2000
Skills
Equities, Hedge Funds, Fixed Income
Education
State University of New York College at Cortland 1992 — 1996
BA, Economics
Kevin Byrnes's Legend Group Experience January 2004 - June 2007
Job Investment Analyst at Mather LifeWays
Industry Investment Management
Experience
Mather LifeWays June 2007 - Present
Legend Group January 2004 - June 2007
Northern Trust February 2003 - August 2003
Skills
Financial Analysis, Investments, Financial Reporting, Variance Analysis, Accounting, Budgets, Strategic Planning, Microsoft Excel, Internal Controls, Financial Statements, Microsoft Office, Access, PowerPoint, Data Analysis, Research, Financial Modeling, Nonprofits, Accounts Payable, Microsoft Word, Accounts Receivable, Project Management, Account Reconciliation, Alternative Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science, Finance
Mather LifeWays June 2007 - Present
Legend Group January 2004 - June 2007
Northern Trust February 2003 - August 2003
Skills
Financial Analysis, Investments, Financial Reporting, Variance Analysis, Accounting, Budgets, Strategic Planning, Microsoft Excel, Internal Controls, Financial Statements, Microsoft Office, Access, PowerPoint, Data Analysis, Research, Financial Modeling, Nonprofits, Accounts Payable, Microsoft Word, Accounts Receivable, Project Management, Account Reconciliation, Alternative Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science, Finance
Doug Vangilder's Legend Group Experience October 2009 - November 2011
Job FINANCIAL ADVISOR at AVB BANK
Industry Investment Management
Experience
AVB BANK December 2011 - Present
LEGEND GROUP October 2009 - November 2011
INVESTMENT CENTERS OF AMERICA September 1998 - October 2009
Education
Rose State College
AVB BANK December 2011 - Present
LEGEND GROUP October 2009 - November 2011
INVESTMENT CENTERS OF AMERICA September 1998 - October 2009
Education
Rose State College