The Legacy Group

Industry: Company

Description

Founded: 2007 Parent organization: W.J. Bradley Mortgage Capital, LLC Subsidiary: Legacy Group Capital LLC

The Legacy Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Legacy Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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The Legacy Group Employees

Employee
Years
Job
Industry
Karen Orr MLO-40351 Karen Orr MLO-40351 Tacoma, Washington Details
Karen Orr MLO-40351's The Legacy Group Experience January 2009 - April 2012
Job Sales Manager/Sr. Loan Consultant MLO40351 at New American Funding
Industry Financial Services
Experience
New American Funding  August 2014 - Present
Alpine Mortgage Planning, A Division of Pinnacle Capital Mortgage   April 2012 - August 2014
The Legacy Group   January 2009 - April 2012
Touchstone Lending/Orr Group   January 2001 - January 2009
RMIC  1995 - 1997
Bank Boston Mortgage   1992 - 1994
MGIC  1987 - 1992

Skills
First Time Home Buyers, VA, USDA, Home Buyer Tax Credt MCC, Energy Efficent..., Refinance, Loans, Sellers, Purchase, VA loans, Short Sales, Home, Relocation, REO, Investment Property..., Down Payment Assistance, Investment Property..., Credit Score Repair, First Time Home Buyer..., Home Loans, Low Interest Rate, FHA financing, Construction Loans, Remodeling loans, Self-Employed Borrowers, Commercial Lending, Refinance Transactions, Home Equity Lines of..., Mortgage Insurance, FHA, Jumbo Loans, Score, Sales, Investments, Credit, Real Estate, Investors, Reverse Mortgages, Certified Mortgage..., Commercial Mortgages, Foreclosures, Finance, Residential Mortgages, Residential Homes, Government Loans, Referrals, HUD, Mortgage Underwriting, Mortgage Marketing, Underwriting

Education
Divorce Lending Association
Certified Divorced Lending Professional, Mortgage Lending, Law, Tax

Arizona State University   1980 — 1983
BA Education, Education

Montana State University-Bozeman   1979 — 1980
General

Carroll College, Helena MT   1977 — 1978
None, General

Kevin Dawson Kevin Dawson Bellevue, Washington Details
Kevin Dawson's The Legacy Group Experience January 2010 - July 2012
Job Regional Sales Executive | Client Development at Concur
Industry Computer Software
Experience
Concur  April 2015 - Present
DocuSign  August 2014 - March 2015
Fairway Independent Mortgage Corporation  October 2013 - June 2014
Text2View LG Interactive   January 2011 - October 2013
The Legacy Group   January 2010 - July 2012
The Legacy Group   February 2008 - July 2010
Titan Financial Services   June 2002 - January 2007
Home Capital Funding  February 2002 - August 2004
Bay Mortgage  July 1997 - February 2002
World Savings  1994 - 1997

Skills
SaaS, Salesforce.com, Account Management, Sales Management, Mortgage Banking, Sales, Loans, Real Estate Economics, Refinance, Management, Employee Training, Real Estate, Business Development, Residential Mortgages, Selling, Training, Leadership, Finance, Investments, Real Estate Transactions, Investment Properties, B2B, Sales Process, Strategy, Direct Sales, Marketing, Mortgage Lending

Education
University of Washington, Michael G. Foster School of Business
2014, Executive Development Program

Edmonds Community College   1990 — 1992
Business, Economics

Matt Pool Matt Pool Spokane, Washington Area Details
Matt Pool's The Legacy Group Experience September 2010 - September 2013
Job Real Estate Broker at John L. Scott R.E. Company
Industry Real Estate
Experience
John L. Scott R.E. Company   September 2013 - Present
The Legacy Group   September 2010 - September 2013
Pool Brothers LLC and HearthStone Homes LLC   January 1995 - March 2011
Puyallup School District  September 1992 - June 1998
Clover Park School District  September 1990 - June 1992

Skills
Home, Construction, Analysis, Residential, Mortgage, First Time Home Buyers, Conventional, Investment Properties, Mortgage Lending, Construction Loans, Mortgage Banking, Loans, Purchase, Sellers, Negotiation, Strategic Planning, Budgeting, REO, Residential Homes, Commercial Real Estate, Management

Education
Gonzaga University   1994 — 1995
Master's, Education Administration

Washington State University   1985 — 1989
Bio/Chem, Education

Mark Meadowcroft Mark Meadowcroft Issaquah, Washington Details
Mark Meadowcroft's The Legacy Group Experience 2010 - 2012
Job Loan Officer at 1st Security Bank of Washington
Industry Financial Services
Experience
1st Security Bank of Washington  April 2014 - Present
Cobalt Mortgage  April 2012 - April 2014
The Legacy Group   2010 - 2012
Meadow Mortgage   2007 - 2010
Bellevue Home Mortgage   1998 - 2006
Washington Mutual  1993 - 1998

Skills
Mortgage Lending, Refinance, FHA, Mortgage Banking, Loan Origination, Loans, Residential Mortgages, FHA financing, Credit, Construction Loans, Banking, Commercial Mortgages, FHA Financing, Investment Properties, Management, Real Estate, Home Equity Loans

Education
University of Puget Sound   1986 — 1988
Bachelor of Business Administration (BBA)

University of Southern California   1984 — 1986

Sue Chamberlin Sue Chamberlin Carlsbad, California Details
Sue Chamberlin's The Legacy Group Experience March 2013 - Present
Job Partner, The Legacy Group Helping People Create a Legacy...One Business At A Time.
Industry Health, Wellness and Fitness
Experience
The Legacy Group   March 2013 - Present

Skills
Social Media Marketing, Public Relations, Social Media, Strategic Planning, Marketing Communications, Event Planning, Marketing Strategy, Marketing, Marketing Management, Public Speaking, Sales, Leadership, Social Networking, Team Building, Customer Service, Entrepreneurship, Management, Health Education, Education

Education
SDSU - School of Public Health
Master's degree, Public Health

UCSD
Bachelor of Science (BS), Biology, General

Susie Brazil Bailor Susie Brazil Bailor Greater Seattle Area Details
Susie Brazil Bailor's The Legacy Group Experience November 2010 - March 2012
Job Financial Services
Industry Financial Services
Experience
Cobalt Mortgage  January 2012 - January 2014
The Legacy Group   November 2010 - March 2012
Washington Mutual  May 1983 - April 2008

Skills
Mortgage Lending, Credit, Mortgage Banking, Refinance, Loan Origination, Banking, Loans, Consumer Lending, Real Estate, Financial Analysis, Residential Mortgages, Investments, Investment Properties, Construction Loans, Certified Mortgage..., First Time Home Buyers, Finance, Management, Sales, Credit Analysis

Education
Seattle Prep

Seattle University
Humanities, Matteo Ricci College

Rob Macauley Rob Macauley Greater Seattle Area Details
Rob Macauley's The Legacy Group Experience May 2010 - October 2012
Job Loan Officer at 1st Security Bank of Washington
Industry Financial Services
Experience
1st Security Bank of Washington  April 2014 - Present
Republic Mortgage Home Loans  October 2012 - April 2014
The Legacy Group   May 2010 - October 2012
Coastal Community Bank  August 2001 - April 2010
Washington Mutual  1992 - 1999

Skills
USDA, Mortgage Lending, Construction Loans, VA loans, Loan Origination, Loans, Mortgage Banking, Real Estate, Real Estate Transactions, Refinance, Residential Homes, First Time Home Buyers, Consumer Lending, Mortgage Marketing, Reverse Mortgages, Certified Mortgage..., FHA financing, Investment Properties, Real Estate Financing, Residential Mortgages, Mortgage Underwriting, Home Equity Lines of..., Credit, Home Equity Loans, FHA, Government Loans, Underwriting, Credit Analysis, Real Estate Economics, Commercial Lending, REO, HUD, Loss Mitigation, Debt Consolidation, Mortgage Servicing, Commercial Mortgages, Lines Of Credit, Financial Structuring, Referrals, HomePath, Investors, Short Sales, Condos, Finance, Small Business Lending, FHA Financing, VA Loans

Education
University of Washington   1980 — 1981
Architecture

Edmonds Community College   1978 — 1980
Associate of Arts (AA)

Jessica (Limberg) McComber Jessica (Limberg) McComber Greater Seattle Area Details
Jessica (Limberg) McComber's The Legacy Group Experience April 2012 - April 2013
Job Look out world, I'm ready to save/change some lives!
Industry Hospital & Health Care
Experience
Catch the Beat Productions   July 2015 - Present
Providence Health & Services  April 2015 - Present
Madison House Retirement & Assisted Living  August 2013 - November 2013
North Creek Retirement Community and Assisted Living   April 2013 - August 2013
The Legacy Group   April 2012 - April 2013
The Legacy Group   August 2010 - April 2012
Enrapture Salon and Spa   April 2009 - August 2010
Meridian Glen Apartments   April 2008 - April 2009
EXPRESS  August 2007 - August 2008
Vector Industries  November 2005 - August 2006

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Process Improvement, Mortgage Lending, Inventory Management, Teamwork, Outlook, BLS, HIV/AIDS training, Healthcare, Long-term Care, Hospitality Service, Retail, Training, Time Management

Education
Everett Community College   2012 — 2017
ADN, Registered Nursing/Registered Nurse

Everett Community College   2008 — 2009
ATA, Cosmetology/Cosmetologist, General

Debbie Mishko Debbie Mishko Greater Seattle Area Details
Debbie Mishko's The Legacy Group Experience April 2007 - July 2013
Job Mortgage Loan Officer at American Pacific Mortgage
Industry Financial Services
Experience
American Pacific Mortgage NMLS #1850   June 2015 - Present
Evergreen Home Loans NMLS 3182 & 1102863   July 2013 - June 2015
The Legacy Group   April 2007 - July 2013
National City Mortgage  January 1996 - April 2007

Skills
FHA, Mortgage Lending, FHA financing, USDA, Construction Loans, Mortgage Banking, Loan Origination, Residential Mortgages, Loans, VA loans, First Time Home Buyers, Credit, Government Loans, Certified Mortgage..., Second Mortgages, Jumbo Mortgage, Refinance, Reverse Mortgages, Home Equity Lines of..., Down Payment Assistance, Purchase Financing, USDA Rural Housing, Debt Consolidation

Education
San Diego State University-California State University   1981 — 1984
B.A., Political Science and Business

Jennie Burns Jennie Burns Greater Seattle Area Details
Jennie Burns's The Legacy Group Experience November 2012 - April 2013
Job Consultant at Society Consulting
Industry Banking
Experience
Society Consulting  December 2013 - Present
W.J. Bradley Mortgage Capital, LLC –The Legacy Group   April 2013 - October 2013
The Legacy Group   November 2012 - April 2013
Bank of America  1997 - 1999
Bank of America  1991 - 1997

Skills
Financial Services, Loans, Credit, Selling, Investments, Credit Cards, Customer Service, Mortgage Lending, Mutual Funds, Management, Sales

Education
Rockhurst University Online

San Diego State University-California State University   1987 — 1991
Bachelor of Arts in Social Science

Kerry Steele Kerry Steele Yakima, Washington Details
Kerry Steele's The Legacy Group Experience January 2007 - October 2009
Job Account Executive at Vantiv
Industry Banking
Experience
Vantiv  August 2014 - Present
Bank of America  2009 - 2014
The Legacy Group   January 2007 - October 2009
U.S. Bank   January 1998 - February 2005

Skills
Loans, Financial Services, Banking, Relationship Management, Management, Leadership, Credit, Sales, Sales Management, Retail Banking, Customer Service, Team Building, Marketing, Marketing Strategy, Strategic Planning, Budgets, Mortgage Lending

Education
Central Washington University
Bachelor of Science (BS), Business Administration and Management, General

Emily Lewandowski Emily Lewandowski Greater Seattle Area Details
Emily Lewandowski's The Legacy Group Experience May 2009 - August 2013
Job Sr. Underwriter at Evergreen Home Loans
Industry Financial Services
Experience
Evergreen Home Loans  September 2013 - Present
The Legacy Group   May 2009 - August 2013
Westminster Chapel  December 2006 - September 2009
Washington Mutual  May 2003 - August 2004
Infinity Financial Network   June 2000 - August 2003
mortgage capital resource  1997 - 2000
mego mortgage  1997 - 1998

Skills
Loans, Mortgage Banking, Investors, Portfolio Management, FHA, Finance, Financial Risk, Credit, Underwriting, First Time Home Buyers, Construction Loans, Analysis, Refinance, Mortgage Lending, Real Estate, USDA, Credit Analysis, Loan Origination, Residential Mortgages

Education
Auburn University at Montgomery   1991 — 1997
BS, Finance

Wetumpka High School   1988 — 1991

Jenna Rerucha Jenna Rerucha Greater Seattle Area Details
Jenna Rerucha's The Legacy Group Experience October 2012 - September 2013
Job Associate Producer at Amazon
Industry Marketing and Advertising
Experience
Amazon  May 2015 - Present
Roadside Multimedia  August 2013 - May 2015
Vinforia   2014 - 2015
The Legacy Group   October 2012 - September 2013
The Legacy Group   February 2012 - November 2012
Bishops & Barons NYC   March 2012 - October 2012
New York Girl Style  February 2012 - October 2012
IMG  February 2012 - February 2012
Olive You Kirkland   2011 - 2012

Skills
Social Media, Blogging, Photography, Microsoft Office, Editing, Photoshop, Writing, Copywriting, Wordpress, Adobe Creative Suite, Photo Editing, Illustrator, InDesign, Image Editing, Quickbooks, Marketing, Project Management, Advertising, Marketing Communications, Social Media Marketing, SEO, Email Marketing

Education
Providence College   2007 — 2011
Bachelor of Arts (B.A.), Photography

Eastside Catholic High School   2003 — 2007
Diploma

David Yost David Yost Silverdale, Washington Details
David Yost's The Legacy Group Experience July 2012 - February 2013
Job Realtor at Keller Williams
Industry Real Estate
Experience
Keller Williams  July 2014 - Present
Evergreen Home Loans  December 2013 - July 2014
Summit Funding Inc.  July 2013 - December 2013
nChannel Incorporated  January 2013 - June 2013
The Legacy Group   July 2012 - February 2013
Battelle Memorial Institute  November 2007 - April 2012
Department of Navy, United States Marine Corps   March 2004 - November 2007

Skills
Analysis, Enterprise Software, Security Clearance, Management, Environmental Awareness, Program Management, Software Documentation, Leadership, Databases, Sustainability, Training, Project Management, Government, Negotiation, Quality Assurance, Business Analysis, Customer Service, SharePoint, Strategic Planning, Contract Negotiation, Team Leadership, Environmental Compliance, Research, Risk Management, Process Improvement

Education
Columbia Southern University
Bachelor of Science, Environmental Management

Twentynine Palms High School

Susan Wester Susan Wester Greater Seattle Area Details
Susan Wester's The Legacy Group Experience September 2010 - April 2013
Job Mortgage Loan Coordinator / Processor at Evergreen Home Loans
Industry Financial Services
Experience
Evergreen Home Loans  October 2013 - June 2014
W. J. Bradley Mortgage Capital, LLC   April 2013 - September 2013
The Legacy Group   September 2010 - April 2013
The Legacy Group   October 2003 - September 2010
Major Mortgage  January 2003 - October 2003
PHD Transitions Inc.   August 1997 - January 2003
The Knutzen Group   April 1993 - August 1997

Skills
Caylx Point, Delmar..., Microsoft Outlook,..., Sales, Marketing, Accounts Receivable, Time Management, Payroll, Paychex, loan processing, Accounts Payable, Financial Analysis, Finance, Credit, Underwriting, Banking, MIS, Outlook, USDA, FHA, Insurance, Mortgage Banking

Education
Mt. Hood Community College   1975 — 1978
General Studies with focus on Business and Accounting

Grant High School, Portland, Oregon   1972 — 1975

Kathy Johnson Kathy Johnson Tacoma, Washington Details
Kathy Johnson's The Legacy Group Experience April 2010 - October 2013
Job Loan Officer MLO#318967
Industry Financial Services
Experience
Fairway Independent Mortgage Corporation  September 2014 - Present
The Legacy Group   April 2010 - October 2013
Bank of America Home Loans  November 2005 - April 2010
Countrywide Home Loans  November 2006 - April 2009
HSBC  2003 - 2005
Helsell Fetterman LLP  2000 - 2003
Lowenberg, Lopez & Hansen PS   June 1997 - May 2000

Skills
FHA, VA, Conventional, USDA, Credit, Loans, Foreclosures, REO, Investors, Mortgage Lending, Refinance, Purchase, Mortgage, First Time Home Buyers, Real Estate, Investment Properties, Banking, Loan Origination, Mortgage Banking, Mortgage Marketing, FHA financing, Debt Consolidation, Underwriting, Residential Mortgages, Reverse Mortgages, Construction Loans, Finance, VA loans, Credit Analysis, Investments, Mortgage Underwriting, Government Loans, Down Payment Assistance, Commercial Lending, Non-Conforming, 203K, Real Estate Economics, Closings, Home Equity Loans, HUD, Certified Mortgage..., Consumer Lending, HomePath, Escrow, Real Estate Financing, USDA Rural Housing, Home Equity Lines of..., Loss Mitigation, Mortgage Servicing, Rates

Education
Central Washington University
Prelaw, Law & Justice

Marty Loeffler Marty Loeffler Greater St. Louis Area Details
Marty Loeffler's The Legacy Group Experience January 2004 - Present
Job LEAP Practitioner
Industry Financial Services
Experience
The Legacy Group   January 2004 - Present

Skills
Strategic Financial..., Fixed Annuities, Retirement, IRAs, Retirement Planning, Life Insurance, Long Term Care Insurance, Disability Insurance, Whole Life, Estate Planning, Securities, Insurance, Wealth Accumulation, 401k Rollovers, Roth IRA, Guaranteed Lifetime..., College Funding..., Series 6, Income for Life, Variable Life, Licensed to Sell..., Tax-advantaged..., Health Insurance, Investments, Financial Planning

Education
Southeast Missouri State University   1991 — 1994
Bachelor of Science (BS), Mathematics

Eureka High   1988 — 1990

Aleks Basisty Aleks Basisty Seattle, Washington Details
Aleks Basisty's The Legacy Group Experience September 2012 - April 2013
Job Junior Staff Accountant at Pacsafe
Industry Accounting
Experience
Pacsafe   June 2014 - Present
The Legacy Group   September 2012 - April 2013
ATT  October 2010 - September 2012
John Marvich Electric   September 2008 - October 2010

Skills
Sales, Bank Reconciliation, Microsoft Excel, Customer Experience, Accounts Payable, Java, General Ledger, QuickBooks, Accounts Receivable, Accounting, .NET, PHP, Microsoft SQL Server, css, html, G/L Reconciliations, DataTrac, Microsoft Dynamics NAV, Intercompany..., Payroll Processing, Customer Service, HTML, CSS, Microsoft Office, Telecommunications, Account Management, Customer Retention, Customer Satisfaction

Education
Seattle Central Community College   2013 — 2014
Programming Certificate, Computer Science

Central Washington University   2005 — 2008
Bachelor of Science (B.S.), Accounting

Highline Community College   2002 — 2005
Associate of Arts (AA), Accounting

Julie Strilcov Julie Strilcov Puyallup, Washington Details
Julie Strilcov's The Legacy Group Experience August 2009 - February 2012
Job Account Manager at First American Title Company Northwest
Industry Real Estate
Experience
First American Title Company Northwest   January 2015 - Present
Chicago Title Insurance Company  July 2013 - August 2014
Kitsap Bank  March 2012 - July 2013
The Legacy Group   August 2009 - February 2012
Nordstrom  September 2000 - November 2011
Bank of America  2008 - 2009
DHI Mortgage  2007 - 2008
Pierce Commercial Bank   2004 - 2007
Columbia Bank  2001 - 2004

Skills
Business Development, Professional..., Customer Service, Marketing Strategy, Intercultural,..., Effective Time..., Self Motivated and..., Managerial Experience, Sales, Compliance, Real Estate Transactions, Investors, Private banking, Mortgage Banking, Mortgage Servicing, Mortgage Lending, Short Sales, FHA financing, Government Loans, REO, Subordinations, USDA Rural Housing, Cross-functional Team..., Management, Underwriting

Education
The Evergreen State College   1998 — 2000
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities

Pacific Lutheran University   1997 — 1998

Tacoma Community College   1995 — 1997
General Studies

Life center

Tacoma Baptist

Jeff Stauffer Jeff Stauffer Greater Seattle Area Details
Jeff Stauffer's The Legacy Group Experience October 2007 - July 2008
Job Supervisor at State of Washington Employment Security
Industry Government Administration
Experience
State of Washington  October 2014 - Present
State of Washington  April 2012 - Present
State of Washington  January 2012 - April 2012
State of Washington  August 2010 - January 2012
State of Washington  February 2009 - August 2010
The Legacy Group   October 2007 - July 2008
Westsound Bank Mortgage Banker   September 2005 - October 2007
Countrywide Mortgage Services  September 2004 - September 2005
Branch Manager  April 2002 - September 2004

Skills
Human Resources, Coaching, Resume Writing, Job Search Strategies, Job Search, Public Speaking, Policy, Program Management, Organizational..., Community Outreach, Workshop Facilitation, Microsoft Excel, Facilitation, Facilitations, Interpersonal..., Job Coaching, Empathy, Facilitators, Positivity, Interpersonal..., Training, Customer Service, Leadership, Interviews, Team Building

Education
Brigham Young University
Bachelor of Arts, English; Communications; Computers and Linguistics

The College of Idaho
Business/English

Treasure Valley Community College
Associate of Arts, Business

Bruce Ryles Bruce Ryles Greater Atlanta Area Details
Bruce Ryles's The Legacy Group Experience January 1994 - Present
Job Owner, The Ryles Legacy Group
Industry Insurance
Experience
The Ryles Legacy Group   January 1994 - Present
The Legacy Group   January 1994 - Present

Skills
Tax Free Retirement..., College Savings Plans, Process Improvement, Retirement Planning, IRAs, Fixed Annuities, Roth IRA, 401k Rollovers, Retirement, Long-term Care, 401k, Disability Insurance, Wealth Accumulation, Life Insurance, Term Life Insurance, Estate Planning, Strategic Financial..., Mutual Funds, Long Term Care Insurance, Investments, Wealth Management, Financial Planners, Customer Service, Insurance, Sales, Universal Life

Education
Philadelphia University   1981 — 1984
Bachelor of Science, Business Management

Lebanon Valley College   1980 — 1981

Jamee Stanley Jamee Stanley Greater Milwaukee Area Details
Jamee Stanley's The Legacy Group Experience 2006 - 2013
Job Owner at Jamee Stanley, Interior Designer
Industry Design
Experience
Jamee Stanley, Interior Designer   January 2000 - Present
The Legacy Group   2006 - 2013
Richmond Interior Designs   2000 - 2007

Skills
Interior Design, Space Planning, Bathroom Remodels, Kitchen remodels, Color selctions, Furniture selections, Window treatments, Lighting, Flooring, Home staging, Finish Selections, Accessorizing, Space-planning, Furniture, Window Treatments, Space planning, Concept Design, Nonprofits

Education
MATC   1997 — 2000
Interior Design, Interior Design

Florida International University   1979 — 1982
BSW, Social Work

Ryan Reilly Ryan Reilly Seattle, Washington Details
Ryan Reilly's The Legacy Group Experience 2012 - 2013
Job Sales Desk Associate at Microsoft
Industry Computer Software
Experience
Microsoft  February 2015 - Present
Whitepages  August 2014 - November 2014
The Legacy Group   2012 - 2013
Guidant Financial Group  April 2012 - September 2012
Jazyková škola James Cook Languages s.r.o.   2010 - 2011
Citco Fund Services  June 2009 - August 2009
Wells Fargo  2007 - 2009

Skills
Banking, Credit, Finance, Salesforce.com, Customer Service, Microsoft Excel, Microsoft Office, Loans, Account Management, Sales, Forecasting, Sales Management, Financial Services, Management, Mortgage Lending, Leadership

Education
Bellevue College Continuing Education
Database Business Intelligence Developer Certificate Program

Bellevue College Continuing Education
Project Management Certificate Program

Seattle University   2006 — 2010
BA, Finance and Economics

Mount Si High School   2002 — 2006
Diploma

Dan Affleck Dan Affleck Richland/Kennewick/Pasco, Washington Area Details
Dan Affleck's The Legacy Group Experience July 2012 - December 2012
Job Branch Manager Banner Bank
Industry Banking
Experience
Banner Bank  February 2014 - Present
Global Credit Union  2013 - 2014
The Legacy Group   July 2012 - December 2012
U.S. Bank   February 2005 - March 2012

Skills
Banking, Loans, Loan Origination, Customer Service, Refinance, Credit, Consumer Lending, Mortgage Banking, FHA, Mortgage Lending, Small Business Lending, Residential Mortgages, Credit Analysis, VA loans, Commercial Lending, First Time Home Buyers, USDA, FHA financing

Education
Eastern Washington University   1992 — 1995
BA, Secondary Education and Teaching

Hilo High School

Washington State University
Masters in Literacy

Bryan Gorder MLO-107906 Bryan Gorder MLO-107906 Greater Seattle Area Details
Bryan Gorder MLO-107906's The Legacy Group Experience January 2005 - April 2013
Job Loan Officer at Fairway Independent Mortgage Corporation
Industry Banking
Experience
Fairway Independent Mortgage Corporation  September 2013 - Present
W.J. Bradley Mortgage Capital, LLC   April 2013 - September 2013
The Legacy Group   January 2005 - April 2013
American Reporting Company   October 2002 - December 2004
American Reporting Corporation   September 1993 - October 2002

Skills
FHA, Loans, Business Planning, Sellers, Selling, Refinance, Investment Properties, Mortgage Lending, Construction Loans, Mortgage Banking, USDA, Credit, Residential Mortgages, Loan Origination, VA loans, Real Estate

Education
Montana State University-Bozeman   1987 — 1992
B.S., Civil Engineering

Jared Slusser Jared Slusser Greater Los Angeles Area Details
Jared Slusser's The Legacy Group Experience 2000 - 2002
Job Account Manager at CLEAResult
Industry Environmental Services
Experience
CLEAResult  July 2015 - Present
Virtual Storage Manager   March 2013 - Present
Conservation Services Group  November 2014 - July 2015
Synergy Companies  June 2006 - November 2014
Photoscene.net   2004 - 2006
AutoChlor   2002 - 2004
The Legacy Group   2000 - 2002

Skills
Program Management, Public Speaking, Leadership, Construction, Air Conditioning, Automotive, Project Management, Microsoft Excel, Microsoft Office, Energy Efficiency, Electricity, Budgets, Renewable Energy, Customer Service, HVAC, Team Leadership, Energy, Contract Negotiation, Management

Education
MiraCosta College
Recording Arts Technology/Technician

Jon Wagher Jon Wagher Greater Seattle Area Details
Jon Wagher's The Legacy Group Experience January 2011 - May 2013
Job Senior Loan Officer at Caliber Home Loans
Industry Financial Services
Experience
Caliber Home Loans  November 2014 - Present
Cobalt Mortgage  May 2013 - Present
The Legacy Group   January 2011 - May 2013
Alpine Mortgage Services   February 2009 - January 2011
Homestead Mortgage  September 2008 - January 2009
Mortgage Broker Associates   June 2005 - August 2008
Ivar's Salmon House   February 2001 - June 2005

Skills
FHA, First Time Home Buyers, Fixed Rate Mortgages, ARM, Loans, Mortgage Marketing, Referrals, Management, Investment Properties, Refinance, Mortgage Lending, Credit, Mortgage Banking, Real Estate, Residential Mortgages

Education
University of Washington   2000 — 2003
Bachelor, Physics

Tacoma Community College   1996 — 2000

Bill Sammer Bill Sammer Greater Seattle Area Details
Bill Sammer's The Legacy Group Experience January 2010 - October 2013
Job Branch Manager/loan officer Eagle Home Mortgage
Industry Real Estate
Experience
Eagle Home Mortgage  October 2013 - Present
The Legacy Group   January 2010 - October 2013
Diamond Mortgage Inc   1999 - February 2010

Education
Central Washington University

Dean Ono (MLO -109539) Dean Ono (MLO -109539) Greater Seattle Area Details
Dean Ono (MLO -109539)'s The Legacy Group Experience January 2007 - April 2012
Job Principal/Partner at Peak Mortgage Partners
Industry Financial Services
Experience
Peak Mortgage Partners   April 2012 - Present
The Legacy Group   January 2007 - April 2012
First Independent Bank  March 2003 - December 2006
Bay Mortgage  August 2000 - February 2003
Washington Mutual  April 1997 - August 2000

Skills
FHA, VA, Conventional, Mortgage, Loans, Purchase, Investment Properties, Residential, USDA, Refinance, Investments, First Time Home Buyers, Mortgage Lending, Underwriting, Construction Loans, Finance, Residential Homes, Real Estate, Portfolio Management, Mortgage Banking, Commercial Real Estate, Loan Origination, Residential Mortgages, VA loans, FHA financing

Education
University of Oregon

Beau Willis, CPA Beau Willis, CPA Dallas/Fort Worth Area Details
Beau Willis, CPA's The Legacy Group Experience January 2011 - May 2011
Job Assistant Account Manager at Alliant Insurance Services
Industry Accounting
Experience
Alliant Insurance Services  September 2013 - Present
KPMG US  October 2012 - September 2013
KPMG  January 2012 - March 2012
Sam Houston State University  August 2006 - December 2011
The Legacy Group   January 2011 - May 2011
Federal Deposit Insurance Corporation  June 2010 - December 2010

Skills
Financial Analysis, Accounting, Analysis, PowerPoint, Microsoft Office, Financial Accounting, Customer Service, Microsoft Excel, Microsoft Word, Training, Financial Reporting, Auditing, QuickBooks, Outlook, Finance

Education
Sam Houston State University   2006 — 2011
BBA, Accounting, Finance, and Banking

Larry Dodson Larry Dodson Greater Seattle Area Details
Larry Dodson's The Legacy Group Experience September 2012 - April 2013
Job Mortgage Loan Originator #995190 at Northwest Mortgage
Industry Marketing and Advertising
Experience
Northwest Mortgage  April 2014 - Present
Lighthouse for the Blind, Inc.   March 2011 - Present
Network Funding, LP  September 2013 - April 2014
W.J. Bradley Mortgage Capital, LLC   April 2013 - September 2013
The Legacy Group   September 2012 - April 2013
Seattle Lighthouse for the Blind  March 2007 - May 2011
OfficeMax  November 1998 - February 2006

Skills
Budgets, Proposal Writing, Fundraising, ERP, Management, New Business Development, Retail, Microsoft Office, Public Speaking, Forecasting, Qualifying Prospects, Cold Calling, Salesforce.com, Business Strategy, Training

Education
Western Washington University   1986 — 2000
BA, Fine Arts/Graphic Design

Green River Community College   1985 — 1986
General Studies

Puyallup High School   1983 — 1985

Drew Nichol Drew Nichol Bellevue, Washington Details
Drew Nichol's The Legacy Group Experience 2006 - October 2013
Job Loan Officer MLO#107865 at Fairway Independent Mortgage Corporation NMLS Entity ID # 2289
Industry Financial Services
Experience
Fairway Independent Mortgage Corporation  October 2013 - Present
The Legacy Group   2006 - October 2013
Liberty Financial Group  January 2006 - October 2007

Education
The University of Montana   1983 — 1991
Bachelor's degree, Zoology

Tim Monaghan 253-301-8167 Tim Monaghan 253-301-8167 Greater Seattle Area Details
Tim Monaghan 253-301-8167's The Legacy Group Experience October 2009 - October 2011
Job Fund Manger and Private Capital at ISAAC and Associates
Industry Banking
Experience
Pacific Lending Partners, A Division of Pinnacle Capital Mortgage   February 2013 - Present
ISAAC and Associates   January 2013 - Present
Hometown Lending   October 2011 - July 2012
The Legacy Group   October 2009 - October 2011
The Washington Mortgage Group   September 2005 - November 2009
First Horizon Home Loans  November 2004 - May 2006
Northern Mortgage Inc   2001 - 2005

Skills
Mortgage Lending, Refinance, Loans, FHA, USDA, VA loans, Mortgage Banking, First Time Home Buyers, Credit, Construction Loans, Real Estate, Investment Properties, Residential Mortgages, Loan Origination, Certified Mortgage..., Underwriting, Single Family Homes, Residential Homes, FHA financing, Sellers, Commercial Lending, Finance, Condos, Reverse Mortgages, Government Loans, Foreclosures, Small Business, Investments, Home Equity Loans, Commercial Real Estate

Education
Pacific Lutheran University   1979 — 1985
Bachelor of Music

West Anchorage High School   1975 — 1979
General Diploma

Matt Dlouhy Matt Dlouhy Seattle, Washington Details
Matt Dlouhy's The Legacy Group Experience April 2011 - May 2012
Job Territory Manager at CONMED Corporation
Industry Medical Devices
Experience
CONMED Corporation  August 2015 - Present
CoMedical, Inc.   September 2014 - June 2015
Marsh  May 2012 - August 2014
The Legacy Group   April 2011 - May 2012
Professional Basketball Player  August 2007 - July 2010

Skills
Insurance, Account Management, Leadership, Coaching, Sales, Cold Calling, Property & Casualty..., Credit, Marketing, Brokers, CRM, Underwriting, Loans, Time Management, Networking, Sales Management, Strategic Planning

Education
The University of Montana - School of Business Administration   2002 — 2007
Business, Marketing

Glenn Leach Glenn Leach Greater Seattle Area Details
Glenn Leach's The Legacy Group Experience September 2002 - July 2010
Job Loan Officer MLO 112932 at Guild Mortgage Company
Industry Financial Services
Experience
Guild Mortgage Company  November 2013 - Present
Washington State Housing Finance Commission  January 2010 - Present
Cobalt Mortgage  July 2011 - November 2013
Wells Fargo Home Mortgage  July 2010 - July 2011
The Legacy Group   September 2002 - July 2010
Sleep Country USA  April 1996 - September 2002

Skills
Writing, Teaching, Storytelling, VA, First Time Home Buyers, Mortgage Lending, Mortgage, Loans, Credit, Home, Purchase, Residential, Conventional, FHA, USDA, Refinance, Investment Properties, Mortgage Banking, Negotiation, First Time Buyers, Condos, Mortgage Industry, Money, VA loans, Loan Origination, Public Speaking, Down Payment Assistance, Zero Down Expert, FHA Rehab

Education
Pacific Lutheran University   1990 — 1991
Teaching Certificate, History, Social Studies, Economics, English, Language Arts, Drama

Washington State University - College of Business and Economics   1979 — 1984
BA, Business Admin - Hotel & Restaurant

Lori Phillips Lori Phillips Cleveland/Akron, Ohio Area Details
Lori Phillips's The Legacy Group Experience July 2014 - Present
Job Service Account Manager at The Legacy Group
Industry Insurance
Experience
The Legacy Group   July 2014 - Present
COSE  January 2006 - December 2013
Medical Mutual of Ohio  January 1991 - January 2006

Skills
Health Insurance, Employee Benefits, Consultative Selling, Customer Relations, Customer Service, Selling, Networking, New Business Development, Training, Sales, Customer Satisfaction, Small Business, Access, Advertising, Insurance, Program Management, Leadership, Healthcare, Account Management, Online Marketplace, Strategic Planning, Strategy, Marketing

Education
Cuyahoga Community College

Mr. Brice McLean Mr. Brice McLean Charlotte, North Carolina Area Details
Mr. Brice McLean's The Legacy Group Experience February 2011 - Present
Job Welcome To The Next Steps Of Planning Your Future...
Industry Financial Services
Experience
The Legacy Group   February 2011 - Present
Right Path Youth Foundation   May 2009 - March 2011
Prestige Capital Advisors   March 2010 - February 2011
U.S. Financial Alliance, LLC (Consultants)   March 2009 - May 2010
NABSP Charlotte   2008 - 2010
Peoples Sports Management, LLC   December 2006 - March 2009

Education
North Carolina Agricultural and Technical State University   1998 — 2002
BA Fitness Wellness / Second Business Mgmt., Exercise Physiology - Accounting

Kathy Taylor Reed Kathy Taylor Reed Olympia, Washington Details
Kathy Taylor Reed's The Legacy Group Experience November 2011 - July 2012
Job Mortgage Loan Originator MLO#851665 at Primary Residential Mortgage, Inc. Tacoma Branch
Industry Financial Services
Experience
Primary Residential Mortgage, Inc.   April 2014 - Present
Axia Home Loans  July 2012 - April 2014
The Legacy Group   November 2011 - July 2012
Taylor Reed Appraisal Company   July 1990 - August 2011
Taylor Appraisal Inc.   January 1980 - June 1990

Skills
Mortgage Lending, Residential Homes, USDA, Refinance, FHA financing, Mortgage Banking, Residential Mortgages, Loans, Mortgage Marketing, Credit, VA loans, First Time Home Buyers, Move Up Buyers, Condos, Credit Analysis, FHA, FHA Financing, Foreclosures, Government Loans, HUD, Investment Properties, Loan Origination, Real Estate, Single Family Homes

Education
St. Martin's University   1979 — 1982
Bachelor of Arts (BA), Accounting and Business/Management

Boston University   1979 — 1979
Bachelor of Business Administration (BBA), Emphasis in Accounting

Nancy Glover Nancy Glover Greater Seattle Area Details
Nancy Glover's The Legacy Group Experience January 2005 - August 2013
Job Mortgage Consultant at Cobalt Mortgage
Industry Banking
Experience
Cobalt Mortgage  September 2013 - Present
The Legacy Group   January 2005 - August 2013

Skills
FHA, USDA, Construction Loans, First Time Home Buyers, Certified Mortgage..., Finance, Refinance, Investment Properties, Mortgage Banking, Real Estate, Mortgage Lending, Mortgage Underwriting, FHA financing, Government Loans, Single Family Homes, Loans, Loan Origination, Banking, Credit Analysis, VA loans, Debt Consolidation, Residential Mortgages, Investors, Investments, Reverse Mortgages, Underwriting, Credit, Sellers, Referrals, Home Equity Lines of..., Real Estate Financing, Commercial Mortgages, Home Equity Loans, Real Estate Economics, Mortgage Marketing, Commercial Lending

Education
Seattle Pacific University

Randy Tutterrow Randy Tutterrow Silverdale, Washington Details
Randy Tutterrow's The Legacy Group Experience October 2007 - May 2013
Job Loan Officer at Fairway Independent Morgtgage Corp. MLO110360
Industry Real Estate
Experience
Fairway Independent Morgtgage   September 2014 - Present
Cobalt Mortgage  May 2013 - September 2014
The Legacy Group   October 2007 - May 2013

Education
California State University-Chico   1989 — 1991
Bachelors, Accounting and Finance

Suann Southwick Suann Southwick Bradenton, Florida Details
Suann Southwick's The Legacy Group Experience January 2004 - May 2010
Job Legislative Chair at Gulf Coast Health Underwriters
Industry Insurance
Experience
Gulf Coast Health Underwriters   July 2014 - Present
Essential Benefits Consulting Inc.   January 2012 - Present
Gulf Coast Health Underwriters   July 2013 - June 2014
Moore Options Inc.   May 2010 - December 2011
The Legacy Group   January 2004 - May 2010

Skills
Employee Benefits, Health Insurance, Dental, Benefits, Long Term Care, Disability Insurance, Term Life Insurance, Brokers, Long-term Care, Insurance, COBRA, Dentistry, Health Savings Accounts, Retirement Planning, Fixed Annuities, 401k, Medicare, Underwriting, Retirement, Life Insurance, Accident, Leadership, Long Term Care Insurance, Group Insurance, Whole Life, Benefits Administration, Workers Compensation, Universal Life, Health Care Reform, Claim, Property & Casualty..., Critical Illness, Insurance Brokerage, Commercial Insurance

Education
University of Florida   1977 — 1981
Bachelor of Arts Psychology

Larry Burr Larry Burr Tacoma, Washington Details
Larry Burr's The Legacy Group Experience January 2010 - June 2011
Job Home Mortgage Consultant with Wells Fargo Home Mortgage, NMLSR ID#101972
Industry Financial Services
Experience
Wells Fargo Home Mortgage  June 2011 - Present
The Legacy Group   January 2010 - June 2011
Horizon Mortgage   1999 - 2009

Skills
Construction Loans, Mortgage Lending, Credit, Loans, FHA, VA Loans, Mortgage Banking, Loan Origination, Investment Properties, Underwriting, Real Estate, VA loans, FHA financing, USDA

Education
California State University-Chico
Finance

Arnold Rodriguez Arnold Rodriguez San Antonio, Texas Details
Arnold Rodriguez's The Legacy Group Experience January 1999 - November 2011
Job Broker/Owner at Premier Properties
Industry Real Estate
Experience
Premier Properties  June 2014 - Present
Premier Properties  November 2011 - Present
The Legacy Group   January 1999 - November 2011
Various Financial Positions   1978 - 1994

Skills
Real Estate, Residential Homes, New Home Sales, Luxury

Education
The University of Texas at Austin   1973 — 1977
BBA, Accounting & Finance

Antonian High School, San Antonio Tx   1970 — 1973

Angie Gange Angie Gange San Diego, California Details
Angie Gange's The Legacy Group Experience February 2011 - Present
Job Managing Partner, The Legacy Group Helping People Create a Legacy...One Business At A Time.
Industry Marketing and Advertising
Experience
The Legacy Group   February 2011 - Present
Bank of America  June 2009 - January 2010
Guarantee Bank   November 2007 - June 2009
Centerpiece Funding   September 2006 - November 2007

Skills
Marketing, Entrepreneurship, Marketing Strategy, Social Media Marketing, Advertising, Start-ups, Event Planning, Leadership, Mortgage Lending, Email Marketing, Strategic Planning, Online Marketing, Marketing Communications, New Business Development, Customer Service, Online Advertising, Business Development, Sales, Small Business, Product Marketing, Event Management, Team Building, Social Media, Blogging, Training, Coaching, Account Management, Brand Management

Education
University of Southern California   1986 — 1990
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, Entrepreneur Program

Patricia Watson Patricia Watson Greater St. Louis Area Details
Patricia Watson's The Legacy Group Experience May 2014 - Present
Job Voluntary Benefits/Worksite Solutions Division at The Legacy Group
Industry Insurance
Experience
The Legacy Group   May 2014 - Present
Combined Insurance  January 2012 - 2014
Colonial Life  January 2012 - 2013
Verizon  2007 - 2008

Skills
Marketing Strategy, Marketing Communications, Real Food Technology, Mobile Technology, Social Networking, Sales management, Account Management, Corporate Communications, Direct Marketing, Direct Sales, Medical Devices, Telecommunications, Government Contracting, Media Relations, Notary Public, Disability Insurance, Interior Design, Advertising, Advertising Sales, Strategic Planning, Wellness Coaching, Sales Management

Education
Lindenwood University   2012 — 2013
Master of Arts (MA) Communications, Public Relations, Advertising, and Applied Communication

Lindenwood University   2009 — 2011
Bachelor of Arts, Corporate Communications;

John Kinmonth John Kinmonth Greater Seattle Area Details
John Kinmonth's The Legacy Group Experience September 2012 - July 2013
Job Director of Marketing at Pointmarc, A Merkle Company
Industry Marketing and Advertising
Experience
Pointmarc, A Merkle Company  July 2013 - Present
The Legacy Group   September 2012 - July 2013
Sole Proprietor  July 2008 - July 2013
The Seattle Times, Northwest Business Monthly, Surfer's Path, Grow Northwest, Bellingham Weekly   2003 - 2013
The Legacy Group   June 2012 - September 2012
The Legacy Group   June 2011 - June 2012
Bellevue Club and Hotel Bellevue   July 2008 - June 2011
Northwest Business Monthly   2005 - 2005
Langley Advance News   September 2003 - April 2004
Trinity Western University  August 2003 - April 2004

Skills
Marketing, Social Media Marketing, Editing, Copywriting, Editorial, Marketing Communications, Public Relations, Blogging, Project Management, SEO, Management, Storytelling, Photography, Online Marketing, Magazines, Brand Positioning..., User Experience, Copy Editing, Social Media, HTML 5, Web Design, Content Management, CSS, Publications, Email Marketing, Web Content, CSS3, Advertising, Digital Marketing, Online Advertising, Leadership, Marketing Strategy, Journalism, Web Analytics, Creative Direction, Graphic Design, Data Visualization, Adobe Analytics, Tag Management, Landing Page..., Google Analytics

Education
Trinity Western University   2000 — 2004
BA, Communications

School of Visual Concepts   2011 — 2012
Brand Strategy for Design, UX for Mobile Devices, Content Strategy, HTML5/CSS3, Infographic Design

Kristie Mahon Kristie Mahon Greater Seattle Area Details
Kristie Mahon's The Legacy Group Experience March 2012 - April 2013
Job Mental Health Advocate
Industry Mental Health Care
Experience
Northwest University-Wellness Center   August 2014 - Present
Deru Market   May 2013 - June 2015
The Legacy Group   March 2012 - April 2013
Great Play of Redmond   September 2010 - June 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Sports, Management, Coaching, PowerPoint, Customer Service, Social Networking, Teamwork, Data Entry

Education
Northwest University   2013 — 2015
Master of Arts (M.A.), Counseling Psychology

California Baptist University   2006 — 2010
Bachelor of Science (B.S.), Kinesiology and Exercise Science

Jontue Long Jontue Long Greater Philadelphia Area Details
Jontue Long's The Legacy Group Experience January 2006 - December 2011
Job Partner at Cornerstone Sports Advisory Group
Industry Financial Services
Experience
Cornerstone Sports Advisory Group   January 2014 - Present
Momentum Advisors   January 2012 - December 2013
The Legacy Group   January 2006 - December 2011
SEI  July 2001 - October 2005

Skills
Investments, Management Consulting, Financial Analysis, Business Strategy, Corporate Finance

Education
Duke University - The Fuqua School of Business   2013 — 2014
Master of Business Administration (MBA), Marketing

Bucknell University   1997 — 2001
Bachelor's degree, Accounting

Gail Regier Gail Regier Wichita, Kansas Area Details
Gail Regier's The Legacy Group Experience May 2010 - September 2010
Job Administrative Assistant at Catholic Diocese of Wichita
Industry Civic & Social Organization
Experience
Catholic Diocese of Wichita  February 2015 - Present
Eddie Bauer  November 2013 - Present
Kansas Department for Children & Families   December 2013 - September 2014
Tiahrt Enterprises, LLC   January 2011 - October 2013
The Legacy Group   May 2010 - September 2010
Walters Drilling Co., Inc.   March 2000 - April 2010
LSI Staffing  April 1999 - March 2000
Ovelle Holdings, Inc. dba Boushka Properties   September 1998 - April 1999
Thorn Americas, Inc. dba Rent-A-Center   January 1995 - September 1998
American Red Cross  January 1983 - January 1995

Skills
Microsoft Office, Research, Accounting, Payroll, Account Reconciliation, Accounts Payable, Customer Service, Microsoft Excel, Accounts Receivable, Administrative..., Microsoft Word, Outlook, Data Entry, Management, Recruiting, QuickBooks, Invoicing, Public Speaking, Office Administration, Account Management, Social Media, Budgets, Human Resources, Interviews, Training, Policy, Event Planning, Leadership, Nonprofits, Employee Relations, PowerPoint, Negotiation, Team Building, Government, Fundraising, Analysis, Public Relations, Administrative..., Strategic Planning, Social Networking

Education
Tabor College
BA, Office Management, 3.93

Marion High School, Marion KS

Jon Hanes Jon Hanes Greater Seattle Area Details
Jon Hanes's The Legacy Group Experience August 2009 - March 2012
Job Branch Manager at American Nationwide Mortgage Company
Industry Financial Services
Experience
American Nationwide Mortgage Company   July 2013 - Present
CMG Financial  March 2012 - June 2013
The Legacy Group   August 2009 - March 2012
Northern Mortgage Inc   November 1997 - August 2009
North American Mortgage Company  August 1986 - September 1994

Skills
HARP Refinances, Home Equity Loans, FHA financing, VA loans, HUD Foreclosures, First Time Home Buyers, Investment Property..., Hard Money Loans, Hard Money Lending, Construction Loans, Conventional loans, Reverse Mortgages, Mortgage Lending, Investors, Refinance, FHA, Loans, Mortgage Banking, Underwriting, Banking, Real Estate, Credit, Finance, Single Family Homes, Loan Origination, Investments, Credit Analysis, Residential Mortgages

Education
Whitworth College

Whitworth University

Whitworth University
Physical Therapy

Alexandria Legge Alexandria Legge Bloomington, Indiana Details
Alexandria Legge's The Legacy Group Experience August 2008 - August 2012
Job Leasing & Marketing Manager at Trinitas Ventures
Industry Hospital & Health Care
Experience
Trinitas Ventures  May 2015 - Present
Indiana University Health-Orthopedics of Southern Indiana   June 2014 - May 2015
Scotty's Brewhouse, Inc.   July 2012 - July 2014
Mobilify Technology   December 2013 - April 2014
The Legacy Group   August 2008 - August 2012

Skills
Customer Service, Multi Tasking, Market Research, Strategic Planning, Employee Relations, Public Relations, Maintenance Management, Appointment Scheduling, Marketing, Social Networking, Teamwork, Community Outreach, Event Planning, PowerPoint, Public Speaking

Education
Indiana Wesleyan University   2014 — 2016
Master of Business Administration (M.B.A.)

Indiana University-Purdue University at Indianapolis   2012 — 2014
Bachelor's degree, Health Service Management

Ivy Tech Community College-Bloomington   2008 — 2012
General Studies

Stephanie Van Heyde Stephanie Van Heyde Scottsdale, Arizona Details
Stephanie Van Heyde's The Legacy Group Experience March 2012 - August 2012
Job Senior Mortgage Loan Officer for the BV Group at Peoples Mortgage Company
Industry Financial Services
Experience
Peoples Mortgage Company  December 2013 - Present
Gencor Mortgage, Inc.   September 2012 - December 2013
The Legacy Group   March 2012 - August 2012
Nova Home Loans  February 2011 - February 2012
New York Life Insurance Company  May 2010 - November 2010
M&I Bank  April 1997 - June 2009
Star Bank  August 1993 - August 1996

Skills
Mikey, Point, Encompass, Construction, Fixed Income Analysis, Banking, Risk Management, Residential Homes, Finance, Referrals, Real Estate, Investors, FHA, Investments, Real Estate Transactions, Mortgage Lending, Condos, Sellers, DataTrac, Underwriting, Refinance, Credit, Sales, Loan Origination, Residential Mortgages

Education
Miami University   1989 — 1993
BA, Political Science

Bishop Watterson   1985 — 1989
General High School

Kevin Hancock, CFP® Kevin Hancock, CFP® Greater Seattle Area Details
Kevin Hancock, CFP®'s The Legacy Group Experience October 2007 - December 2013
Job MLO108328; Loan Officer at Evergreen Home Loans
Industry Financial Services
Experience
Evergreen Home Loans  December 2013 - Present
The Legacy Group   October 2007 - December 2013
Westsound Bank  January 2004 - October 2007
Bay Mortgage  August 2003 - January 2004

Skills
FHA, USDA, Construction Loans, Mortgage, VA, Loans, Conventional, Purchase, Construction, Land, First Time Home Buyers, Mortgage Lending, Refinance, Loan Origination, Mortgage Banking, Investment Properties, Real Estate, Conforming, VA loans, Mortgage Industry, Mortgage Planning, Banking, Finance, Residential Mortgages, FHA financing, Referrals, Condos, Certified Mortgage..., Reverse Mortgages, Home Equity Loans, Foreclosures, Real Estate Transactions, REO, HomePath, Credit Analysis, Investors, Mortgage Marketing, Credit, Government Loans, Mortgage Underwriting, Commercial Mortgages, Commercial Lending, Real Estate Financing, FHA Financing, Consumer Lending, VA Loans

Education
University of Portland   2008 — 2009
Financial Planning

Washington State University   1994 — 1998
BA, Communications (Broadcasting)

Ric Arredondo Ric Arredondo Greater Seattle Area Details
Ric Arredondo's The Legacy Group Experience October 2011 - August 2013
Job Senior Loan Officer at Fairway Independent Mortgage Corporation
Industry Financial Services
Experience
Fairway Independent Mortgage Corporation  May 2015 - Present
CMG Financial  August 2013 - April 2015
The Legacy Group   October 2011 - August 2013
Windermere Mortgage Services Series LLC/Tacoma Professional Partners   2009 - October 2011
Keybank  December 2008 - December 2009
Wells Fargo Home Mortgage  June 2000 - July 2008
Wells Fargo  2000 - 2008
Columbia NW Mortgage   1995 - 2000
Dunhill Mortgage   1992 - 1994
Dunhill Mortgage   1992 - 1994

Skills
Mortgage Lending, Loans, Loan Origination, Credit, Mortgage Banking, Refinance, FHA, VA loans, USDA, Residential Mortgages, Branch Banking, Real Estate Transactions, FHA financing, Construction Loans, Home Equity Loans, First Time Home Buyers, Residential Homes, Credit Analysis, Mortgage Underwriting

Education
Seattle University   2014 — 2014
Master's Degree, Finance, General

University of Washington   1981 — 1988
Bachelor of Arts, Economics

Shelby Gonzales Shelby Gonzales Greater Seattle Area Details
Shelby Gonzales's The Legacy Group Experience March 2012 - October 2012
Job Key Account Manager at BizX
Industry Food & Beverages
Experience
BizX  October 2013 - Present
Focus 365   October 2012 - September 2013
The Legacy Group   March 2012 - October 2012
The Legacy Group   January 2011 - October 2012
The Legacy Group   January 2011 - October 2012
Advantage Sales & Marketing  January 2010 - February 2011
Tonys Coffees and Teas   October 2007 - November 2008

Skills
Sales, Customer Service, Outlook, Marketing, Event Planning, Salesforce.com, Retail, Team Building, Sales Management, Training, Inventory Management, Mortgage Lending, Microsoft Excel, Microsoft Word, Research, Public Speaking, Microsoft Office, FHA, Investment Properties, Residential Homes, Mortgage Banking, Loans, Real Estate, Finance, Public Relations

Education
University of Washington   2001 — 2003

Highline College   2000 — 2001
AA, General

Moises Behar Moises Behar Washington D.C. Metro Area Details
Moises Behar's The Legacy Group Experience January 2001 - August 2001
Job Foreign Affairs Officer
Industry International Affairs
Experience
U.S. Department of State   January 2009 - Present
U.S. Department of State   May 2004 - December 2009
U.S. Department of State   September 2001 - May 2004
The Legacy Group   January 2001 - August 2001
Washington, DC Office of the Governor of Puerto Rico   January 2000 - December 2000
Washington, DC Office of the Governor of Puerto Rico   November 1997 - January 2000
Washington, DC Office of the Governor of Puerto Rico   March 1996 - November 1997
Law Offices of Francisco Fernandez   September 1993 - May 1995

Skills
Foreign Policy, International Relations, Public Policy, Policy Analysis, International Security, Policy, Legislation, International..., Grassroots Organizing, Diplomacy, Foreign Affairs, National Security, Human Rights, Political Science, Economic Development, Political Risk Analysis, NGOs, Public Diplomacy, Africa, Latin America, Civil Society, International..., Capacity Building, International Law, Rule Of Law, Strategic Communications, Crisis Management, Proposal Writing, Legislative Relations, Public Affairs, European Union, International Economics, Democracy, Federal Government, Arabic, Program Evaluation, Refugees, Political Campaigns, Defense, Intelligence Analysis, Intercultural..., Coalitions, Conflict, Political Communication, U.S. foreign policy, Elections, International Political..., Speech Writing, Humanitarian Assistance, Energy Policy

Education
New York Law School   1990 — 1993
Doctor of Law (J.D.)

Franklin & Marshall College   1985 — 1990
B.A., International Affairs

Peter Giersch Peter Giersch Greater Milwaukee Area Details
Peter Giersch's The Legacy Group Experience January 1999 - September 2004
Job Partner, Cathedral Consulting Group
Industry Management Consulting
Experience
Cathedral Consulting Group   November 2004 - Present
National Bible Association   May 2005 - March 2009
The Legacy Group   January 1999 - September 2004

Skills
Strategic Planning, Non-profits, Public Speaking, Small Business, Executive Coaching, Family Business..., Fundraising, Leadership, Publishing, Family Business, Nonprofits, Marketing, Entrepreneurship, Board Development, Event Management, Social Networking, Social Media Marketing, Management, Social Media, Program Management, Newsletters, Leadership Development, Mergers & Acquisitions, Grant Writing, Business Strategy, Strategy, Coaching, Business Planning, Start-ups, Business Development, Consulting, Marketing Communications, Organizational..., Marketing Strategy, Philanthropy, Grants, Non-profit..., Management Consulting, Executive Management, Business, Budgets

Education
Marquette University   1996 — 1999
Master of Arts (M.A.), Theology/Theological Studies

University of Wisconsin-Milwaukee   1986 — 1989
Bachelor of Arts (B.A.), English

Jessica Willey Jessica Willey Seattle, Washington Details
Jessica Willey's The Legacy Group Experience April 2011 - April 2012
Job Vendor Operations Specialist, Hardlines at zulily
Industry Retail
Experience
Nordstrom  June 2015 - Present
zulily  October 2013 - June 2015
Legacy Group Interactive   April 2012 - April 2013
The Legacy Group   April 2011 - April 2012
Lakemont Village Veterinary Hospital   August 2009 - November 2010
Lightingshowroom.com   March 2008 - April 2009
Integrated Design Lab-Boise/ University of Idaho   July 2008 - March 2009
Five Rivers Inc.   June 2006 - January 2007
20th Century Fox  January 2006 - May 2006
Warner Bros. Entertainment Group of Companies  October 2005 - January 2006

Skills
Management, Event Planning, Sales, Adobe Creative Suite, Strategic Planning, Marketing, Microsoft Office, Public Speaking, Photography, Microsoft Excel, Public Relations, Theatre, Television, Customer Service, Social Media Marketing, Lighting, Marketing Strategy, Film, Advertising, Retail, Sales Management, Business Strategy, Negotiation, Social Networking, PowerPoint, Budgets, Real Estate, Online Marketing, Trade Shows, Research, Team Leadership, Microsoft Word, Event Management, Social Media, Business Development, Fundraising, Inventory Management, Marketing Communications, Photoshop, Graphic Design, Recruiting, Banking, E-commerce, New Business Development, Mortgage Marketing, Leadership, Nonprofits, Training, Online Advertising, Outlook

Education
University of Idaho   1999 — 2004
B.F.A., Theatrical Production & Lighting Design

Brian Saltvick Brian Saltvick Greater Seattle Area Details
Brian Saltvick's The Legacy Group Experience May 2009 - Present
Job 20 years in banking!
Industry Banking
Experience
The Legacy Group   May 2009 - Present
Banking  April 1991 - June 2011

Education
Pacific Lutheran University
Chemistry and Phsics

Western Washington University   1989 — 1991
Education

Jill (Rigby, Leatherwood) Baltzer Jill (Rigby, Leatherwood) Baltzer Lake Oswego, Oregon Details
Jill (Rigby, Leatherwood) Baltzer's The Legacy Group Experience January 2012 - August 2013
Job Mortgage Loan Officer at Fairway Independent Mortgage Corporation
Industry Financial Services
Experience
Fairway Independent Mortgage Corporation  August 2013 - Present
The Legacy Group   January 2012 - August 2013
McCoy Rigby Conservatory of the Arts   2005 - 2010
McCoy Rigby Entertainment  1995 - 2005
Mom Leatherwood   1991 - 1994
Valley Isle Motors   1988 - 1991
Central Pacific Chiropractic Center   1985 - 1987

Skills
Real Estate, Microsoft Office, Microsoft Word, Mortgage Lending, Budgets, Loan Origination, Theatre, Loans, Microsoft Excel, FHA, Mortgage Banking, Refinance, VA loans, USDA, Residential Mortgages

Education
California State University-Long Beach   1981 — 1985
Bachelor's degree, Economics, 3.8

Brian Saltvick Brian Saltvick Tacoma, Washington Details
Brian Saltvick's The Legacy Group Experience May 2009 - October 2012
Job Mortgage Loan Officer at Primary Residential Mortgage Inc, Tacoma WA
Industry Real Estate
Experience
Primary Residential Mortgage Inc, Tacoma WA   October 2012 - Present
The Legacy Group   May 2009 - October 2012
PNC Mortgage  April 2006 - May 2009
Harborstone Credit Union  1996 - 2006
Harborstone Credit Union  1996 - 2006
KeyBank  1998 - 2002

Skills
FHA financing, VA Financing, Conventional Mortgage..., Investment Properties, New Home Purchase, Refinance, Credit Analysis, Self-Employed Borrowers, Personal Income Tax..., Microsoft Office, Public Speaking, Loan Origination, VA loans, USDA, Mortgage Lending, FHA, VA Loans, FHA Financing

Education
Pacific Lutheran University   1991 — 1992
Chemistry and Physics

Western Washington University   1988 — 1989
Chemistry and Physics

Jeremy Morganegg Jeremy Morganegg San Clemente, California Details
Jeremy Morganegg's The Legacy Group Experience June 2010 - November 2011
Job District Sales Manager at Paramount Equity
Industry Financial Services
Experience
Paramount Equity  July 2015 - Present
Stonegate Direct   November 2014 - July 2015
loanDepot  January 2014 - November 2014
Wells Fargo Home Mortgage  November 2011 - January 2014
The Legacy Group   June 2010 - November 2011
1st National Bank of Arizona  May 2007 - February 2008
National City Mortgage  July 2000 - May 2007

Skills
Mortgage Banking, Mortgage Lending, Refinance, Sales Management, Loans, Negotiation, Sales

Education
Eastern Illinois University   1991 — 1995
B.S.B., Marketing

Renee Gourlie-Moore MLO-54014 Renee Gourlie-Moore MLO-54014 Greater Seattle Area Details
Renee Gourlie-Moore MLO-54014's The Legacy Group Experience January 1988 - Present
Job Loan Officer at The Legacy Group
Industry Financial Services
Experience
The Legacy Group   January 1988 - Present
The Orr Group   January 2002 - January 2009

Education
Banking Institute of America   1983 — 1985
certificate, Mortgage Finance

Everett Community College   1973 — 1976
Accounting, Accounting, Economics, Communications

Eloy Santistevan Eloy Santistevan Huntsville, Texas Details
Eloy Santistevan's The Legacy Group Experience August 2011 - Present
Job Accountant at The Legacy Group
Industry Accounting
Experience
The Legacy Group   August 2011 - Present
Ace Hardware  July 2008 - August 2010

Skills
Microsoft Excel, Microsoft Word, QuickBooks, Leadership, Teamwork, Training

Education
Sam Houston State University   2008 — 2011
BBA, Accounting

Joseph Rudee Joseph Rudee Greater Seattle Area Details
Joseph Rudee's The Legacy Group Experience June 2012 - August 2012
Job Incoming Corporate Finance Intern at Nordstrom
Industry
Experience
Hillel at The George Washington University,  January 2015 - Present
Nordstrom  May 2013 - Present
Hillel at The George Washington University  September 2012 - May 2014
The Legacy Group   June 2012 - August 2012
Prove My Concept   September 2011 - June 2012
Find Invest Grow (FIG)   July 2011 - July 2011

Education
The George Washington University - School of Business   2012 — 2016
Bachelor of Business Administration Candidate, Finance & International Business

Mercer Island High School   2008 — 2012

Janice Robertson Janice Robertson Seattle, Washington Details
Janice Robertson's The Legacy Group Experience January 2013 - April 2013
Job Partner Marketing Manager at Tableau Software
Industry Marketing and Advertising
Experience
Tableau Software  April 2013 - Present
The Legacy Group   January 2013 - April 2013
Seattle Hospitality   September 2012 - April 2013
LivingSocial  September 2012 - April 2013
Blackbaud  June 2006 - August 2012
Convio  June 2006 - May 2012

Skills
Marketing Event Planning, Project Management, Lead Generation, Marketing Communications, Salesforce.com, Eloqua, Marketo, Microsoft Office, Microsoft Live Meeting, Adobe Premiere

Education
The University of Texas at Austin   2002 — 2006
Bachelor of Science (BS), Double Major in Advertising and Radio, TV, & Film

Ronda Toth Ronda Toth Cleveland/Akron, Ohio Area Details
Ronda Toth's The Legacy Group Experience June 2004 - Present
Job Principal at The Legacy Group
Industry Insurance
Experience
The Legacy Group   June 2004 - Present
New York Life Insurance Company  July 2003 - June 2004
Spotlignt Solutions   October 2002 - May 2003
Retek  July 2000 - September 2002
JDA Software  March 1998 - July 2000

Skills
Health Insurance, Disability Insurance, Commercial Insurance, Business Insurance, Group Benefit Plans, Life Insurance, Insurance, Training, Term Life Insurance, Small Business, Long-term Care, Fixed Annuities, Health Savings Accounts, Retirement, Retirement Planning, Employee Benefits, Whole Life, Brokers

Education
Miami University   1987 — 1992
BA, Philosophy

David Bollenbacher David Bollenbacher Jacksonville, North Carolina Area Details
David Bollenbacher's The Legacy Group Experience 2004 - 2007
Job Construction Manager at Lend Lease (US) Public Partnerships LLC
Industry Construction
Experience
Lendlease  January 2009 - Present
The Davy Group   January 2007 - December 2009
The Legacy Group   2004 - 2007
TA Woods Mechanical Contractors   2001 - 2004
Southland Industries  1998 - 2001

Skills
Construction, CPM Scheduling, Manpower Leveling, Rigging, Mechanical Systems, Site Development, Military Contracts, Sustainable Development, Sustainable Design, Real Estate Financing, Construction Law, Construction Management, Design-Build, Contract Negotiation, Green Building, USGBC, Team Leadership, Cranes, Life Safety, Cpr Certified, Mixed-use, Pre-construction, Value Engineering, Contract Management, LEED, Project Management, Constructability, Subcontracting, Change Orders, Facilities Management, Project Estimation, Contractors, Project Bidding, Construction Safety, Residential Homes, Renovation, Land Development, LEED AP, Process Scheduler, Project Planning

Education
East Carolina University   2011 — 2013
Master of Business Administration (MBA)

Virginia Polytechnic Institute and State University   1993 — 1998
Bachelor of Science, Building Construction

Lezley Laurel Johnson Lezley Laurel Johnson Greater Seattle Area Details
Lezley Laurel Johnson's The Legacy Group Experience June 2009 - December 2012
Job Loan Officer, MLO209306 at Primary Residential Mortgage, Inc. Tacoma Office
Industry Financial Services
Experience
Primary Residential Mortgage, Inc. - Tacoma Office   December 2012 - Present
The Legacy Group   June 2009 - December 2012
City Bank  May 2008 - May 2009
A Plus Mortgage, Inc.   2006 - 2008
Dimension Mortgage   2000 - 2005

Skills
Mortgage Lending, Investments, Refinance, FHA, Mortgage Banking, Investment Properties, Credit Analysis, Loans, Banking, Reverse Mortgages, Foreclosures, Certified Mortgage..., Commercial Mortgages, Sellers, Insurance, Loan Origination, REO, Finance, Credit, Relocation, VA loans, Single Family Homes, Condos, Residential Mortgages, Commercial Lending, Real Estate, HUD, FHA financing, Construction Loans, USDA, Government Loans, Mortgage Underwriting, Home Equity Lines of..., Mortgage Marketing, Real Estate Financing, First Time Home Buyers, Home Equity Loans, VA Loans

Education
Eastern New Mexico University   1986 — 1989
BBA, Business Administration & Accounting

Alex Healy Alex Healy Greater Seattle Area Details
Alex Healy's The Legacy Group Experience November 2011 - April 2013
Job Operations Manager and Regional Liaison at Guild Mortgage Company MLO # 187357, NMLS # 3274
Industry Financial Services
Experience
Guild Mortgage Company  April 2013 - Present
The Legacy Group   November 2011 - April 2013
Guild Mortgage  August 2008 - October 2011
CTX Mortgage  2001 - 2008

Skills
Onboarding coordinator, Transition Management, Needs Analysis, Mortgage Banking, Loan Origination, Mortgage, Mortgage Lending, Mortgage Industry, Credit, Loans, Mortgage Underwriting, Refinance, Residential Mortgages, USDA, VA loans, FHA, FHA financing, FHA Financing, First Time Home Buyers, VA Loans

Education
Northern Arizona University-The W. A. Franke College of Business   1997 — 2001
Bachelors, Business

Barb Hungerford Barb Hungerford Greater Seattle Area Details
Barb Hungerford's The Legacy Group Experience May 2009 - May 2010
Job Executive Assistant at Union Bank
Industry Banking
Experience
Union Bank  January 2014 - Present
Send Out Cards  January 2008 - December 2013
T-Mobile  May 2010 - June 2013
The Legacy Group   May 2009 - May 2010
Real Estate Resource Group   January 2008 - May 2009
MortgageIT  2007 - 2008
Ownit Mortgage Solutions  January 2004 - December 2006
First Franklin  1995 - 2004

Skills
Refinance, Mortgage Lending, Real Estate, Loans, FHA, Loan Origination, Sales, Human Resources, Selling, Marketing, Sales Management, Time Management, Credit, Sellers, Mortgage Banking, Strategic Financial..., Cold Calling, Finance, Customer Retention, Risk Management, Leadership, Investment Properties, Negotiation, Training, Team Building, Small Business, Customer Service, Management, Business Development, Social Networking, Insurance, Referrals

Education
Louisiana State University   1966 — 1968
NA, Psychology

Terrebonne High School

Eric Bascom Eric Bascom Baton Rouge, Louisiana Area Details
Eric Bascom's The Legacy Group Experience January 2004 - Present
Job Owner, The Legacy Group
Industry Financial Services
Experience
The Legacy Group   January 2004 - Present

Education
Brigham Young University   1998 — 2003

Chuck Salai Chuck Salai Phoenix, Arizona Area Details
Chuck Salai's The Legacy Group Experience January 2011 - September 2013
Job Loan Officer at Evergreen Home Loans
Industry Financial Services
Experience
Evergreen Home Loans  September 2013 - Present
The Legacy Group   January 2011 - September 2013
BNC National Bank  August 2008 - January 2011
Colonial Home Loans   June 1996 - August 2007
Weyerhauser Mortgage   1998 - 1999
Hi-Tech Financial   1987 - 1989

Skills
Credit, Loans, Finance, FHA, USDA, Loan Origination, Single Family Homes, Refinance, Mortgage Lending, Investment Properties, Real Estate, Sellers, VA loans, Investors, Mortgage Banking, Residential Mortgages, Government Loans, Referrals, FHA financing, Construction Loans, Certified Mortgage..., First Time Home Buyers, Mortgage Underwriting, Commercial Mortgages, Reverse Mortgages, Credit Analysis, Real Estate Financing, Underwriting, FHA Financing, VA Loans

Education
Michigan State University   1970 — 1975
BS, Building Construction

Marcus VandenBrink Marcus VandenBrink Fort Myers, Florida Area Details
Marcus VandenBrink's The Legacy Group Experience January 2007 - September 2009
Job President/Executive Publisher
Industry Publishing
Experience
Business View Publishing   June 2012 - Present
CertaPro Painters  January 2011 - June 2012
White Digital Media Inc  September 2009 - January 2011
The Legacy Group   January 2007 - September 2009
EnergyOne Canada   January 2005 - March 2007
Swift Trade "The Elite Network"   January 1999 - January 2005
Student Works   January 1995 - January 1999

Skills
Marketing Strategy, Business Development, Strategic Planning, Negotiation, Sales Management, Operations Management, Coaching, Training, Recruiting, Financial Analysis, Financial Modeling, Sales, Territory Management, Team Building, Direct Sales, Marketing, Start-ups, Entrepreneurship, Budgets, Business Strategy, New Business Development, Contract Negotiation, Management, Leadership, Customer Service, Public Speaking, Small Business, Sales Presentations, Advertising, Sales Operations, Retail, CRM, Time Management, Management Consulting, Sales Force Development, B2B, Account Management, Customer Retention, Program Management, Change Management, Sales Process, Digital Media, Employee Training, Strategy, Business Planning, Lead Generation, Team Leadership, Solution Selling, Market Research, Marketing Communications

Education
McMaster University   1994 — 1997
B.A, Social Sciences

Canadian Securities Institute
Certificate, Branch Manager

Canadian Securities Institute
Canadian Securities Course

Canadian Securities Institute
Conduct and Practices Handbook Course

Claudia Restrepo Claudia Restrepo Miami, Florida Details
Claudia Restrepo's The Legacy Group Experience November 2007 - Present
Job Operating Principal at Keller Williams Coral GablesCoconut Grove
Industry Real Estate
Experience
Keller Williams Coral Gables-Coconut Grove   April 2013 - Present
The Legacy Group   November 2007 - Present
Basic Farm S.A.   1989 - 2014
Basic Farm S.A.   1989 - 2014
Bank of America  April 2004 - December 2005
Tallos LLC   January 2002 - March 2003

Skills
Residential Homes, Real Estate, Investment Properties, Sellers, Short Sales, Property Management, Foreclosures, First Time Home Buyers, Single Family Homes, REO, Investors, Condos, Relocation, Real Estate Development, Buyer Representation, Referrals, New Home Sales, Listings, Real Property, Real Estate Transactions, HUD, Brokerage, Selling, Agents, Negotiation, FHA, Buyers, Move Up Buyers

Education
SCC   2003 — 2004
Associate's degree, Business Administration and Management, General

Eastern Washington University   2003 — 2003
English

Pontificia Universidad Javeriana   1993 — 1998
Bachelor's degree, Biology, General

Kathi Pierce Kathi Pierce Bellevue, Washington Details
Kathi Pierce's The Legacy Group Experience June 2011 - May 2012
Job Registration Specialist at Eastside Auto Licensing
Industry Financial Services
Experience
Eastside Auto Licensing   July 2014 - Present
Evergreen Home Loans  March 2014 - July 2014
WAMP Affiliate Board   2006 - May 2014
Washington Association of Mortgage Professionals   2003 - April 2014
Wine World & Spirits   December 2010 - November 2013
Parkside Lending  May 2012 - July 2013
The Legacy Group   June 2011 - May 2012
JPMorgan Chase  June 2010 - June 2011
Marketecinchl.com   2009 - April 2010
Golf Savings Bank  June 2008 - December 2008

Skills
VA loans, Refinance, FHA, Sales, Training, Sales Presentations, Teaching, Team Leadership, Wine, Notary Public, Wedding Officiant, Home Equity Lines of..., Real Estate, Troubleshooting, Laughter, Reverse Mortgages, Construction Loans, Residential Homes, Condos, Short Sales, Investment Properties, First Time Home Buyers, Sellers, Marketing, Sales Management, Mortgage Marketing, Home Equity Loans, Loss Mitigation, Underwriting, Finance, Real Estate Financing, Wholesale Lending, Referrals, Mortgage Lending, VA Loans

Education
Lake Washington Institute of Technology   2009 — 2010
Wine Technology

Highline College   1975 — 1977
General, fun stuff

Paul Vandette Paul Vandette Greater Seattle Area Details
Paul Vandette's The Legacy Group Experience June 2010 - September 2011
Job Airline Pilot
Industry Airlines/Aviation
Experience
Alaska Airlines  January 2013 - Present
Green River Community College  February 2009 - Present
American Airlines  October 2011 - January 2013
The Legacy Group   June 2010 - September 2011
SWBC Mortgage  March 2010 - July 2010
Diamond Mortgage   October 2002 - April 2010
Trans World Airlines  April 1999 - September 2002
PSA Airlines/US Airways Express   December 1996 - April 1999

Skills
Customer Service, FHA, VA, Mortgage Lending

Education
Central Washington University   1988 — 1991
Bachelor of Science, Aviation

david danielson MLO 7588 david danielson MLO 7588 Greater Seattle Area Details
david danielson MLO 7588's The Legacy Group Experience 2012 - 2012
Job Senior Loan Officer at Cobalt Mortgage
Industry Banking
Experience
Cobalt Mortgage  September 2013 - Present
The Legacy Group   2012 - 2012
Drake Mortgage   January 1993 - March 2011

Education
Arizona State University   1980 — 1982
B.S., Business

Nancy Biersack Nancy Biersack Greater Milwaukee Area Details
Nancy Biersack's The Legacy Group Experience May 2005 - February 2006
Job Member of Resource Development Committee at Habitat for Humanity of Waukesha County
Industry Nonprofit Organization Management
Experience
Habitat for Humanity of Waukesha County   July 2010 - Present
Oconomowoc Memorial Hospital Foundation   February 2006 - September 2007
The Legacy Group   May 2005 - February 2006
Camp Manito-wish YMCA  April 1998 - October 2004
Camp Manito-wish YMCA  October 1990 - April 1998

Skills
Annual Giving, Resource Development, Donor Recognition, Non-profits, Nonprofits, Budgets, Event Management, Fundraising, Grant Writing, Leadership Development

Education
Edgewood College

Northcentral Technical College
Associate Degree

University of Wisconsin-Madison

Mark Chiuminatto Mark Chiuminatto Greater Milwaukee Area Details
Mark Chiuminatto's The Legacy Group Experience 2004 - 2010
Job President Chiuminatto Consulting
Industry Financial Services
Experience
Chiuminatto Consulting   1981 - Present
Pastors Retreat Network   2000 - December 2014
The Legacy Group   2004 - 2010
Samyog Software   2001 - 2004
marchFIRST  2000 - 2001
USWeb  1997 - 2000
FETCH Interactive   1994 - 1997
Automated Systems, Inc.   1991 - 1994
FETCH Interactive   1981 - 1991
Vrakas, Blum & Co. S.C.   1977 - 1981

Skills
Financial Analysis, Real Estate, Budgets, Loans, Entrepreneurship, Sales, Finance, Process Improvement, Start-ups, Financial Modeling, Private Equity, Managerial Finance, Strategic Financial..., Venture Capital, Executive Management, Financial Reporting, Management, Strategic Planning, Auditing, Accounting, Mergers & Acquisitions, Contract Negotiation, Due Diligence, Investments, Strategy, Internal Controls, Management Consulting, CPA, Cash Flow, Small Business

Education
Marquette University   1971 — 1974
BSBA, Specialization in Accounting

Claudia Restrepo Claudia Restrepo Miami/Fort Lauderdale Area Details
Claudia Restrepo's The Legacy Group Experience November 2007 - Present
Job Business Partner @ Keller Williams Realty Coral Gables
Industry Real Estate
Experience
The Legacy Group, Keller Williams   November 2007 - Present
The Legacy Group   November 2007 - Present
Bank of America  March 2004 - December 2005

Skills
Coaching, Management Consulting, Team Motivator

Education
Spokane Community College   2003 — 2004
AAS, Business

Pontificia Universidad Javeriana   1994 — 2000
Biologa, Biologia

Kevin J. Lawson Kevin J. Lawson Vancouver, Washington Details
Kevin J. Lawson's The Legacy Group Experience March 2011 - March 2012
Job Creekside Mortgage, Inc.
Industry Financial Services
Experience
Pacific Capital Resource Group  July 2013 - Present
The Legacy Group   March 2011 - March 2012
Creekside Mortgage, Inc.   September 2009 - March 2011
Wilmington Finance  June 2004 - September 2006

Skills
VA loans, Mortgage Lending, Residential Mortgages, Loans, FHA, Refinance, Mortgage Banking, Reverse Mortgages, Loan Origination, USDA, Construction Loans, Credit Analysis, FHA financing, Credit, Certified Mortgage..., Inside Sales &..., Life Insurance,..., FHA Financing

Education
Portland Community College   1992 — 1996
No, Engineering

Portland Community College   1992 — 1994
Mechanical Engineering

Dawn Holman-Smith Dawn Holman-Smith Jacksonville, Florida Details
Dawn Holman-Smith's The Legacy Group Experience January 2014 - Present
Job CEO at The Legacy Group
Industry Executive Office
Experience
The Legacy Group   January 2014 - Present
Dash Enterprises   September 2005 - May 2014
Joyful Soul Music   January 2011 - January 2012

Skills
Wedding Planning, Event Planning, Business Development, Entertainment Management, Decoration, Customer Service, Coordinating Events, Japanese to English..., Korean, Japanese, Asian Culture, Praise & Worship, Music Industry, Music Education, Gospel Music, Travel Planning, Hospitality Management, Music History, Performing Arts, Language Arts, Creative Arts, Music, Building Relationships, Vocal, Music Theory, Film, Concerts, Social Networking, Teaching, Marketing, Public Relations, Social Media, Entrepreneurship, Social Media Marketing, Public Speaking, Training, Strategic Planning, Management, Leadership, Sales

Education
University of Phoenix   2007 — 2009
BSM, Business Management

Hosei University   1992 — 1995
B.A., Journalism

   1990 — 1992

Jessica Floyd Jessica Floyd Greater Seattle Area Details
Jessica Floyd's The Legacy Group Experience September 2010 - March 2013
Job Underwriter at Guild Mortgage Company
Industry Banking
Experience
Guild Mortgage Company  March 2013 - Present
The Legacy Group   September 2010 - March 2013
MetLife Home Loans  April 2009 - July 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Loans, Mortgage Banking, Credit Analysis, Mortgage Lending, Consumer Lending, Credit, Refinance, Loan Origination, Mortgage Underwriting, FHA financing, Residential Mortgages, USDA, FHA

Education
Eastern Washington University   2001 — 2002
Bachelor of Arts (BA), Finance and Economics

Spokane Community College   1999 — 2001
Associate of Arts (A.A.), General Studies

Darlissa Wilson Darlissa Wilson Houston, Texas Area Details
Darlissa Wilson's The Legacy Group Experience January 2010 - Present
Job Accounting Professional
Industry Accounting
Experience
The Legacy Group   January 2010 - Present

Education
Sam Houston State University   2003 — 2010
BBA, MBA, Accounting

Heidi Maretz Heidi Maretz Greater San Diego Area Details
Heidi Maretz's The Legacy Group Experience September 2014 - Present
Job Partner, The Legacy Group Helping People Create a Legacy...One Business at a Time; Attorney
Industry Marketing and Advertising
Experience
The Legacy Group   September 2014 - Present
Realty Income Corporation  April 2013 - June 2014
OliverMcMillan  October 1998 - May 2013
Luce Forward  1989 - 1994

Skills
Real Estate Transactions, Real Estate, Leases, Disposition, Real Estate Development, Acquisitions, Due Diligence, Real Estate Economics, Corporate Real Estate, Commercial Real Estate, Contract Negotiation, Land Acquisition, Legal Writing, Litigation, Property Management, Investment Properties, Consumer Packaged Goods..., Marketing, Performing Arts, Strategic Planning, Sales

Education
University of California, Hastings College of the Law   1986 — 1989
J.D.

University of California, Los Angeles   1981 — 1985
B.A., Communications Studies

Chris Newell Chris Newell Dallas, Texas Details
Chris Newell's The Legacy Group Experience September 2008 - November 2013
Job Basketball Analytics Associate
Industry Sports
Experience
Dallas Mavericks  September 2014 - Present
Mercer Island High School  November 2013 - August 2014
Wells Fargo Private Mortgage Banking  November 2013 - May 2014
The Legacy Group   September 2008 - November 2013
NBA Summer League  July 2010 - July 2010
The Pete Newell Big Man Camp   August 1999 - August 2008
Dobson & Pinci International Law Office   August 2005 - August 2007

Skills
Loans, Mortgage Banking, Negotiation, Mortgage Lending, Refinance, Real Estate, Loan Origination, Credit, Real Estate Transactions, Investment Properties, Residential Mortgages, Real Estate Economics, FHA, REO, Commercial Lending, Underwriting, Finance, Construction Loans

Education
American University of Rome   2005 — 2005
Italian, International Business & Law

University of California, Santa Barbara   2000 — 2004
Global&International Studies

Eastside Catholic   1996 — 2000

Cecil Cummings Cecil Cummings San Antonio, Texas Details
Cecil Cummings's The Legacy Group Experience February 2006 - May 2009
Job Staff Acountant II at C.C. Garcia & Co. P.C. CPA's
Industry Accounting
Experience
C.C. Garcia & Co. P.C. CPA's   June 2010 - Present
Jackson Hewitt  May 2009 - May 2010
The Legacy Group   February 2006 - May 2009

Skills
Local Taxes, Business Taxes, Accounting

Education
Lamar University   1999 — 2005
B.B.A., Accounting

Suzy Palazzolo Suzy Palazzolo Bellevue, Washington Details
Suzy Palazzolo's The Legacy Group Experience October 2011 - June 2012
Job Loan Officer at Axia Mortgage , Bellevue, WA
Industry Financial Services
Experience
Senior Loan Officer   May 2013 - Present
Cobalt Mortgage  June 2012 - March 2013
The Legacy Group   October 2011 - June 2012

Skills
Loan Origination, USDA, Mortgage Banking, FHA

Education
Metropolitan State College of Denver
Communications Multi Major

Nichole McReynolds Nichole McReynolds Bremerton, Washington Details
Nichole McReynolds's The Legacy Group Experience October 2007 - April 2008
Job Coordinator assistant at DePaul Industries
Industry Staffing and Recruiting
Experience
DePaul Industries  September 2009 - Present
The Legacy Group   October 2007 - April 2008
The Legacy Group   October 2007 - April 2008
Westsound Bank and Mortgage   February 2005 - October 2007
Westsound Bank and Mortgage   February 2005 - October 2007
Chelsea Groton Savings Bank   March 2003 - April 2004
Mortgage Lenders Network  February 2002 - March 2003
HomeSide Lending  July 2001 - January 2002
Ameribank  November 1997 - June 2001

Education
Olympic College   2008 — 2010
Associate's degree, Office Technology

Gardner High School

Kim Dyson Kim Dyson Amarillo, Texas Details
Kim Dyson's The Legacy Group Experience 2008 - 2010
Job Applications Support Specialist
Industry Food & Beverages
Experience
Ben E. Keith Foods  April 2011 - Present
Amarillo College Workforce Training   2009 - Present
Family Wellness  2009 - Present
The Legacy Group   2008 - 2010
Bridgeworks Group   2005 - 2006
MarriageToday  2003 - 2005
Trinity Fellowship  1997 - 2003
Buds American, Inc.   1992 - 2002

Education
University of Oklahoma
BBA in Accounting, Accounting

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