National Legacy Group
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National Legacy Group Employees
Employee
Years
Job
Industry
Alexander Balish Alexander Balish's National Legacy Group Experience 2006 - 2008
Job Owner of Care 1st Training Group Teaching Parents Professionals how to save a life
Industry Hospital & Health Care
Experience
Care 1st Training Group August 2011 - Present
US Lacrosse March 2004 - Present
VSP March 2006 - June 2014
Paychex October 2010 - May 2011
Jackson Hewitt January 2010 - May 2010
Professional Services Group / Dover-Morris County March 2009 - February 2010
National Legacy Group 2006 - 2008
American Income Life June 2005 - July 2006
Summit Board of Recreation September 1995 - April 2006
American Red Cross Summit Area Chapter July 2001 - July 2004
Skills
Fundraising, Public Relations, Project Management, CRM, Public Speaking, Event Planning, Insurance, Customer Service, Strategic Planning, Non-profits, Team Building, Social Media, Sales, Training, Small Business, Leadership Development, Marketing Strategy, Microsoft Word, Nonprofits, Policy, Coaching, Program Development, Marketing, Microsoft Excel, Contract Negotiation, Analysis, Account Management, Event Management, Healthcare, PowerPoint, Community Outreach, Social Media Marketing, Budgets, Leadership, Project Planning, Management, Program Management, Team Leadership, Recruiting, Social Networking, Start-ups, Teaching, Organizational..., Time Management, New Business Development, Marketing Communications, Entrepreneurship, Business Planning, Strategy, Networking
Education
Fairleigh Dickinson University 1999 — 2001
BS, History
Seton Hall Prep 1986 — 1990
Care 1st Training Group August 2011 - Present
US Lacrosse March 2004 - Present
VSP March 2006 - June 2014
Paychex October 2010 - May 2011
Jackson Hewitt January 2010 - May 2010
Professional Services Group / Dover-Morris County March 2009 - February 2010
National Legacy Group 2006 - 2008
American Income Life June 2005 - July 2006
Summit Board of Recreation September 1995 - April 2006
American Red Cross Summit Area Chapter July 2001 - July 2004
Skills
Fundraising, Public Relations, Project Management, CRM, Public Speaking, Event Planning, Insurance, Customer Service, Strategic Planning, Non-profits, Team Building, Social Media, Sales, Training, Small Business, Leadership Development, Marketing Strategy, Microsoft Word, Nonprofits, Policy, Coaching, Program Development, Marketing, Microsoft Excel, Contract Negotiation, Analysis, Account Management, Event Management, Healthcare, PowerPoint, Community Outreach, Social Media Marketing, Budgets, Leadership, Project Planning, Management, Program Management, Team Leadership, Recruiting, Social Networking, Start-ups, Teaching, Organizational..., Time Management, New Business Development, Marketing Communications, Entrepreneurship, Business Planning, Strategy, Networking
Education
Fairleigh Dickinson University 1999 — 2001
BS, History
Seton Hall Prep 1986 — 1990
Sanford Goldstein Sanford Goldstein's National Legacy Group Experience February 1998 - Present
Job Agent at National Legacy Group
Industry Financial Services
Experience
National Legacy Group February 1998 - Present
National Legacy Group 1998 - 2012
Education
University of Rhode Island 1968 — 1970
Master of Arts (M.A.)
Ohio University 1964 — 1968
Bachelor of Arts (B.A.)
National Legacy Group February 1998 - Present
National Legacy Group 1998 - 2012
Education
University of Rhode Island 1968 — 1970
Master of Arts (M.A.)
Ohio University 1964 — 1968
Bachelor of Arts (B.A.)
Charlie Kolb Charlie Kolb's National Legacy Group Experience March 2009 - June 2011
Job CoFounder and VP Business Development at Chiron Health
Industry Internet
Experience
Chiron Health October 2013 - Present
Maxymiser October 2012 - July 2013
Indeed.com June 2011 - October 2012
National Legacy Group March 2009 - June 2011
Landis Hall, Inc. January 2008 - January 2009
Skills
Customer Relations, PowerPoint, Account Management, Excel, Proposal Writing, SaaS, Sales Management, Salesforce.com, Lead Generation, CRM, Multivariate Testing, Personalization, Enterprise Solution..., Microsoft Excel, Customer Service, Cold Calling, Chainsaw, New Business Development, Online Marketing, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2003 — 2007
BA, Economics
Chiron Health October 2013 - Present
Maxymiser October 2012 - July 2013
Indeed.com June 2011 - October 2012
National Legacy Group March 2009 - June 2011
Landis Hall, Inc. January 2008 - January 2009
Skills
Customer Relations, PowerPoint, Account Management, Excel, Proposal Writing, SaaS, Sales Management, Salesforce.com, Lead Generation, CRM, Multivariate Testing, Personalization, Enterprise Solution..., Microsoft Excel, Customer Service, Cold Calling, Chainsaw, New Business Development, Online Marketing, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2003 — 2007
BA, Economics
Joseph Noonan's National Legacy Group Experience July 2015 - August 2015
Job Finance Intern at National Legacy Group and Caserta & De Jongh, LLC
Industry Financial Services
Experience
National Legacy Group July 2015 - August 2015
Caserta & De Jongh, LLC July 2015 - August 2015
People's United Bank June 2014 - August 2014
Bryant University September 2013 - April 2014
Forget Me Not Flower Shop October 2010 - August 2013
Skills
Teamwork, Time Management, Leadership, Business, Microsoft Excel, PowerPoint, Public Speaking, Creativity, Networking, Interpersonal Leadership, Investments, Management, Innovation, Analytical Skills, Strategy, Integrity, Critical Thinking, Creative Solutions, Goal Oriented, Personal Finance, Debate
Education
Bryant University 2012 — 2016
Finance
Cheshire High School 2008 — 2012
National Legacy Group July 2015 - August 2015
Caserta & De Jongh, LLC July 2015 - August 2015
People's United Bank June 2014 - August 2014
Bryant University September 2013 - April 2014
Forget Me Not Flower Shop October 2010 - August 2013
Skills
Teamwork, Time Management, Leadership, Business, Microsoft Excel, PowerPoint, Public Speaking, Creativity, Networking, Interpersonal Leadership, Investments, Management, Innovation, Analytical Skills, Strategy, Integrity, Critical Thinking, Creative Solutions, Goal Oriented, Personal Finance, Debate
Education
Bryant University 2012 — 2016
Finance
Cheshire High School 2008 — 2012
Juan J. Carmona Juan J. Carmona's National Legacy Group Experience February 2011 - December 2011
Job Account Executive at Indeed.com
Industry Online Media
Experience
Indeed.com October 2014 - Present
Goodway Technologies February 2012 - September 2014
National Legacy Group February 2011 - December 2011
Enterprise Rent-A-Car June 2009 - January 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, English, Spanish, Basic French, Sales, Customer Service, Customer Satisfaction, Financial Advisory, Organization, Leadership, Leadership Development, Youth Development, Youth Mentoring, Research, HTML, Strategic Planning, Negotiation, Account Management, Cold Calling, Event Planning, Time Management, Direct Sales, Inside Sales, Sales Process, Fundraising, Data Entry, Critical Thinking, Training, Sales Operations, Teamwork, Building Relationships
Education
University of Connecticut 2006 — 2010
Bachelor of Science (BS), Natural Resource Economics
University of Connecticut 2006 — 2010
Bachelor of Arts (BA), Spanish Language and Literature
Universidad de Granada 2009 — 2009
Spanish Language and Literature
Indeed.com October 2014 - Present
Goodway Technologies February 2012 - September 2014
National Legacy Group February 2011 - December 2011
Enterprise Rent-A-Car June 2009 - January 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, English, Spanish, Basic French, Sales, Customer Service, Customer Satisfaction, Financial Advisory, Organization, Leadership, Leadership Development, Youth Development, Youth Mentoring, Research, HTML, Strategic Planning, Negotiation, Account Management, Cold Calling, Event Planning, Time Management, Direct Sales, Inside Sales, Sales Process, Fundraising, Data Entry, Critical Thinking, Training, Sales Operations, Teamwork, Building Relationships
Education
University of Connecticut 2006 — 2010
Bachelor of Science (BS), Natural Resource Economics
University of Connecticut 2006 — 2010
Bachelor of Arts (BA), Spanish Language and Literature
Universidad de Granada 2009 — 2009
Spanish Language and Literature
Celeste Yu Liu's National Legacy Group Experience May 2010 - August 2010
Job PhD Candidate at Penn State University
Industry Higher Education
Experience
Penn State University August 2013 - Present
Operation HOPE 2012 - 2013
The Journal of Developmental Entrepreneurship (JDE) December 2010 - May 2012
Relief International September 2011 - December 2011
SU International Business Association September 2009 - May 2011
National Legacy Group May 2010 - August 2010
Southwestern University of Finance and Economics July 2006 - June 2009
Skills
Entrepreneurial..., Small Business, SME management, Crowdfunding, Microfinance, Data Analysis, Business Planning, Budget Analysis, Strategic Financial..., Strategy consulting, Budgets, Management Consulting, Economics, Entrepreneurship, Finance, Program Management, Management, Nonprofits, Fundraising
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2010 — 2011
MPA
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
MBA, 3.7/4.0
Southwestern University of Finance and Economics 2002 — 2006
Bachelor of Science, Accounting (Certified General Accounting
Penn State University August 2013 - Present
Operation HOPE 2012 - 2013
The Journal of Developmental Entrepreneurship (JDE) December 2010 - May 2012
Relief International September 2011 - December 2011
SU International Business Association September 2009 - May 2011
National Legacy Group May 2010 - August 2010
Southwestern University of Finance and Economics July 2006 - June 2009
Skills
Entrepreneurial..., Small Business, SME management, Crowdfunding, Microfinance, Data Analysis, Business Planning, Budget Analysis, Strategic Financial..., Strategy consulting, Budgets, Management Consulting, Economics, Entrepreneurship, Finance, Program Management, Management, Nonprofits, Fundraising
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2010 — 2011
MPA
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
MBA, 3.7/4.0
Southwestern University of Finance and Economics 2002 — 2006
Bachelor of Science, Accounting (Certified General Accounting
Thomas Hearne Thomas Hearne's National Legacy Group Experience July 2012 - June 2013
Job Insurance Agent at Insphere Insurance Solutions
Industry Insurance
Experience
Insphere Insurance Solutions July 2013 - Present
Heron Coaching 2004 - Present
National Legacy Group July 2012 - June 2013
ThirdLevel 2007 - 2011
Conceptis Technologies, Inc. 1999 - 2001
Prudential Securities 1995 - 1999
Smith Barney 1986 - 1994
E F Hutton & Company 1977 - 1985
Skills
Listening Skills, Executive Coaching, Coaching, Leadership Development, Mentoring, Healthcare, Organizational..., Emotional Intelligence, Leadership, Program Management, Change Management, Team Building, Employee Training, Small Business, Entrepreneurship, Performance Management, Talent Management, Employee Engagement, Management, Team Leadership, Health Insurance, Life Insurance, Fixed Annuities, Indexed Annuities
Education
Institute for Professional Empowerment Coaching (IPEC) 2002 — 2003
Certified Empowerment Coach
Colby College 1973 — 1977
BA, Philosophy, Math, Economics
Insphere Insurance Solutions July 2013 - Present
Heron Coaching 2004 - Present
National Legacy Group July 2012 - June 2013
ThirdLevel 2007 - 2011
Conceptis Technologies, Inc. 1999 - 2001
Prudential Securities 1995 - 1999
Smith Barney 1986 - 1994
E F Hutton & Company 1977 - 1985
Skills
Listening Skills, Executive Coaching, Coaching, Leadership Development, Mentoring, Healthcare, Organizational..., Emotional Intelligence, Leadership, Program Management, Change Management, Team Building, Employee Training, Small Business, Entrepreneurship, Performance Management, Talent Management, Employee Engagement, Management, Team Leadership, Health Insurance, Life Insurance, Fixed Annuities, Indexed Annuities
Education
Institute for Professional Empowerment Coaching (IPEC) 2002 — 2003
Certified Empowerment Coach
Colby College 1973 — 1977
BA, Philosophy, Math, Economics
Michael Mazzeo Michael Mazzeo's National Legacy Group Experience January 2009 - June 2010
Job Vice President of Business Development at ICON International, Inc. an Omnicom Company
Industry Marketing and Advertising
Experience
ICON International, Inc. May 2013 - Present
ICON International, Inc. June 2010 - Present
National Legacy Group January 2009 - June 2010
Mid-State Lumber October 2005 - November 2008
Princeton Forest Products January 2001 - October 2005
Skills
Integrated Marketing, Lead Generation, New Business Development, Direct Marketing, Account Management, Marketing Communications, B2B, Sales, Business Strategy
Education
Sacred Heart University 1993 — 1997
BS, English
Ohio Wesleyan University 1992 — 1993
Darien High School 1989 — 1992
ICON International, Inc. May 2013 - Present
ICON International, Inc. June 2010 - Present
National Legacy Group January 2009 - June 2010
Mid-State Lumber October 2005 - November 2008
Princeton Forest Products January 2001 - October 2005
Skills
Integrated Marketing, Lead Generation, New Business Development, Direct Marketing, Account Management, Marketing Communications, B2B, Sales, Business Strategy
Education
Sacred Heart University 1993 — 1997
BS, English
Ohio Wesleyan University 1992 — 1993
Darien High School 1989 — 1992
Eugenio Soares's National Legacy Group Experience November 2011 - July 2012
Job Assistant Product Manager at Inovestor Inc.
Industry Information Technology and Services
Experience
Inovestor Inc. November 2014 - Present
LeadQual, LLC April 2013 - July 2014
Carter's OshKosh B'gosh December 2012 - March 2013
National Legacy Group November 2011 - July 2012
Bridgeport Soundtigers January 2011 - April 2011
Skills
Strategic Financial..., Insurance, Investments, Customer Service, Management, Marketing, Sales, Leadership
Education
Sacred Heart University, John F. Welch School of Business 2008 — 2011
Bachelor of Science, dual, Sports Management and Finance
Sacred Heart University 2006 — 2011
Bachelor's, Finance, Sports Management
Inovestor Inc. November 2014 - Present
LeadQual, LLC April 2013 - July 2014
Carter's OshKosh B'gosh December 2012 - March 2013
National Legacy Group November 2011 - July 2012
Bridgeport Soundtigers January 2011 - April 2011
Skills
Strategic Financial..., Insurance, Investments, Customer Service, Management, Marketing, Sales, Leadership
Education
Sacred Heart University, John F. Welch School of Business 2008 — 2011
Bachelor of Science, dual, Sports Management and Finance
Sacred Heart University 2006 — 2011
Bachelor's, Finance, Sports Management
Kelly Andersen's National Legacy Group Experience September 2015 - Present
Job Marketing Director at National Legacy Group
Industry Marketing and Advertising
Experience
National Legacy Group September 2015 - Present
Creative Financial Staffing (CFS) June 2014 - September 2015
Sacred Heart University September 2013 - September 2014
Sacred Heart University January 2012 - July 2014
National Legacy Group February 2014 - May 2014
Skills
Public Speaking, PowerPoint, Facebook, Microsoft Word, Microsoft Office, Social Media, Fundraising, Microsoft Excel, Sports Management, Social Networking, Time Management, Tutoring, Sports, Sports Marketing, Social Media Marketing, Outlook, Teamwork, Community Outreach, Event Planning, Student Affairs, Customer Service, Advertising, Marketing, Web Design
Education
Sacred Heart University 2015 — 2016
Master of Business Administration (MBA)
Sacred Heart University 2011 — 2014
Bachelor's Degree, Marketing
Trinity Catholic High School 2007 — 2011
National Legacy Group September 2015 - Present
Creative Financial Staffing (CFS) June 2014 - September 2015
Sacred Heart University September 2013 - September 2014
Sacred Heart University January 2012 - July 2014
National Legacy Group February 2014 - May 2014
Skills
Public Speaking, PowerPoint, Facebook, Microsoft Word, Microsoft Office, Social Media, Fundraising, Microsoft Excel, Sports Management, Social Networking, Time Management, Tutoring, Sports, Sports Marketing, Social Media Marketing, Outlook, Teamwork, Community Outreach, Event Planning, Student Affairs, Customer Service, Advertising, Marketing, Web Design
Education
Sacred Heart University 2015 — 2016
Master of Business Administration (MBA)
Sacred Heart University 2011 — 2014
Bachelor's Degree, Marketing
Trinity Catholic High School 2007 — 2011
Stephen Cagnassola Stephen Cagnassola's National Legacy Group Experience January 1995 - December 1995
Job Income for life & Recovery of Principal
Industry Financial Services
Experience
Safe Money Umpire November 2011 - Present
Society for Financial Awareness March 2014 - Present
Secure Financial Services March 1995 - Present
Asset & Retirement Protection Associates 2005 - 2008
National Legacy Group January 1995 - December 1995
Skills
Life Insurance Audit &..., Fixed Annuities, Asset Protection, Estate Planning, Insurance, Retirement Planning, Long-term Care, Term Life Insurance, Retirement, Disability Insurance, Strategic Financial..., Health Insurance, Financial Planners, Small Business, Sales Management, Employee Benefits, Strategic Planning, Marketing Strategy, Accident, IRAs, Life Insurance, Financial Advisory, Pensions, Wealth, Medicare, Critical Illness, Brokers, Long Term Care Insurance, Wealth Management, Universal Life, Financial Services, Investments, Income Protection, 401k, Roth IRA, Wealth Accumulation, Trusts, Finance, Financial Planning
Education
East Stroudsburg University of Pennsylvania 1988 — 1990
Bachelor of Science, Hospitality Management
County College of Morris 1986 — 1988
Associates Degree, Hotel Management
Safe Money Umpire November 2011 - Present
Society for Financial Awareness March 2014 - Present
Secure Financial Services March 1995 - Present
Asset & Retirement Protection Associates 2005 - 2008
National Legacy Group January 1995 - December 1995
Skills
Life Insurance Audit &..., Fixed Annuities, Asset Protection, Estate Planning, Insurance, Retirement Planning, Long-term Care, Term Life Insurance, Retirement, Disability Insurance, Strategic Financial..., Health Insurance, Financial Planners, Small Business, Sales Management, Employee Benefits, Strategic Planning, Marketing Strategy, Accident, IRAs, Life Insurance, Financial Advisory, Pensions, Wealth, Medicare, Critical Illness, Brokers, Long Term Care Insurance, Wealth Management, Universal Life, Financial Services, Investments, Income Protection, 401k, Roth IRA, Wealth Accumulation, Trusts, Finance, Financial Planning
Education
East Stroudsburg University of Pennsylvania 1988 — 1990
Bachelor of Science, Hospitality Management
County College of Morris 1986 — 1988
Associates Degree, Hotel Management
Clyde McGraw's National Legacy Group Experience August 2009 - March 2010
Job Acquisitions Summer Associate at Invesco Real Estate
Industry Real Estate
Experience
Invesco Real Estate May 2015 - August 2015
Inwindow Outdoor August 2012 - August 2014
RAK Group - Real Estate Investment Company April 2012 - August 2012
Massey Knakal Realty Services March 2010 - January 2012
National Legacy Group August 2009 - March 2010
Skills
Real Estate, Real Estate Economics, Investment Properties, Commercial Real Estate, Valuation, Due Diligence, Finance, Asset Management, Real Estate Transactions, Brokerage, Disposition, Investments, Financial Analysis, Financial Modeling, Negotiation, Argus Modeling, DCF Valuation, Dispositions
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Real Estate Finance
University of Vermont 2004 — 2007
Bachelor of Arts
Charles University in Prague 2005 — 2005
Semester Abroad
Invesco Real Estate May 2015 - August 2015
Inwindow Outdoor August 2012 - August 2014
RAK Group - Real Estate Investment Company April 2012 - August 2012
Massey Knakal Realty Services March 2010 - January 2012
National Legacy Group August 2009 - March 2010
Skills
Real Estate, Real Estate Economics, Investment Properties, Commercial Real Estate, Valuation, Due Diligence, Finance, Asset Management, Real Estate Transactions, Brokerage, Disposition, Investments, Financial Analysis, Financial Modeling, Negotiation, Argus Modeling, DCF Valuation, Dispositions
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Real Estate Finance
University of Vermont 2004 — 2007
Bachelor of Arts
Charles University in Prague 2005 — 2005
Semester Abroad
Matthew Martins's National Legacy Group Experience August 2007 - July 2008
Job Executive Search Consultant at Diedre Moire Corporation
Industry Human Resources
Experience
Diedre Moire Corporation 2008 - Present
National Legacy Group August 2007 - July 2008
Education
New Jersey Institute of Technology
Diedre Moire Corporation 2008 - Present
National Legacy Group August 2007 - July 2008
Education
New Jersey Institute of Technology
Camilla Chan's National Legacy Group Experience October 2009 - December 2009
Job Purchasing and Logistics Coordinator at Pac Team Group
Industry Marketing and Advertising
Experience
Pac Team Group November 2013 - Present
Axiom Communications March 2010 - November 2013
National Legacy Group October 2009 - December 2009
Skills
Marketing, Social Media, Facebook, Media Planning, Social Media Marketing, Digital Marketing, Marketing Communications, Online Advertising, Integrated Marketing, SEO, Advertising, Marketing Strategy, Media Relations, Event Management, QuickBooks, Google Adwords, Google Analytics
Education
Montclair State University 2007 — 2009
B.S. Bus. Admin with concentration: Marketing & Management, Marketing, Management
Pac Team Group November 2013 - Present
Axiom Communications March 2010 - November 2013
National Legacy Group October 2009 - December 2009
Skills
Marketing, Social Media, Facebook, Media Planning, Social Media Marketing, Digital Marketing, Marketing Communications, Online Advertising, Integrated Marketing, SEO, Advertising, Marketing Strategy, Media Relations, Event Management, QuickBooks, Google Adwords, Google Analytics
Education
Montclair State University 2007 — 2009
B.S. Bus. Admin with concentration: Marketing & Management, Marketing, Management
Gilbert Lobo's National Legacy Group Experience March 2012 - October 2012
Job Financial Services Professional
Industry Financial Services
Experience
ICAP January 2014 - January 2015
Morgan Stanley March 2013 - July 2013
National Legacy Group March 2012 - October 2012
Gaia Assets March 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Markitwire, Trade Capture, ETC, Triana, Harmony, Guibos, Bloomberg Terminal, Microsoft Office
Education
Sacred Heart University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
ICAP January 2014 - January 2015
Morgan Stanley March 2013 - July 2013
National Legacy Group March 2012 - October 2012
Gaia Assets March 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Markitwire, Trade Capture, ETC, Triana, Harmony, Guibos, Bloomberg Terminal, Microsoft Office
Education
Sacred Heart University 2009 — 2013
Bachelor of Science (B.S.), Finance, General