The Legend Group
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The Legend Group Employees
Employee
Years
Job
Industry
Justin L. Clark, CFP® Justin L. Clark, CFP®'s The Legend Group Experience August 2005 - July 2006
Job Partner at Eagle Retirement Group
Industry Financial Services
Experience
Eagle Retirement Group, LLC February 2009 - Present
Eagle Retirement Group, LLC February 2009 - Present
AIG Advisor Group June 2006 - January 2009
The Legend Group August 2005 - July 2006
Skills
Financial Analysis, Insurance, Retirement, Investments, Retirement Planning, Series 7, Series 63, Certified Financial..., Strategic Financial..., Personal Financial..., Disability Insurance, Risk Management, Licensed Life Insurance..., Portfolio Management, Risk Analytics, General Insurance, iPhone, Securities, Finance, Financial Advisory, Wealth Management, Investment Advisory, Small Business, Mutual Funds
Education
Centenary College of Louisiana 1999 — 2004
B.S., Business/Finance
J.J. Pearce High School 1996 — 1999
High School/Secondary Diplomas and Certificates
Eagle Retirement Group, LLC February 2009 - Present
Eagle Retirement Group, LLC February 2009 - Present
AIG Advisor Group June 2006 - January 2009
The Legend Group August 2005 - July 2006
Skills
Financial Analysis, Insurance, Retirement, Investments, Retirement Planning, Series 7, Series 63, Certified Financial..., Strategic Financial..., Personal Financial..., Disability Insurance, Risk Management, Licensed Life Insurance..., Portfolio Management, Risk Analytics, General Insurance, iPhone, Securities, Finance, Financial Advisory, Wealth Management, Investment Advisory, Small Business, Mutual Funds
Education
Centenary College of Louisiana 1999 — 2004
B.S., Business/Finance
J.J. Pearce High School 1996 — 1999
High School/Secondary Diplomas and Certificates
Scott Carlin Scott Carlin's The Legend Group Experience March 1993 - Present
Job Registered Representative at The Legend Group
Industry Financial Services
Experience
The Legend Group March 1993 - Present
Skills
Retirement Planning,..., Retirement Planning, Retirement, Series 7, Fixed Annuities, Mutual Funds, Investment Advisory, Asset Allocation, Financial Planning, Securities, Financial Services, Wealth Management, Estate Planning, Series 63, Investments, Life Insurance
Education
College for Financial Planning 1996 — 1997
CFP Professional Education Program
Brigham Young University 1983 — 1986
Finance and Financial Management Services
The Legend Group March 1993 - Present
Skills
Retirement Planning,..., Retirement Planning, Retirement, Series 7, Fixed Annuities, Mutual Funds, Investment Advisory, Asset Allocation, Financial Planning, Securities, Financial Services, Wealth Management, Estate Planning, Series 63, Investments, Life Insurance
Education
College for Financial Planning 1996 — 1997
CFP Professional Education Program
Brigham Young University 1983 — 1986
Finance and Financial Management Services
Laura Shonkwiler's The Legend Group Experience 2013 - 2014
Job Executive Assistant | Travel Management | Office Manager | Event Planning
Industry Executive Office
Experience
The Legend Group 2013 - 2014
Principal Financial Group February 2012 - March 2013
Dex One March 2010 - July 2011
Romanov Consulting Inc. May 2007 - December 2008
AuthenTec, Inc October 1998 - May 2007
Skills
Executive Calendar..., Outlook, Travel Management, Expense Management, Microsoft Office, Office 2010, Microsoft Office 2007, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Human Resources, Time Management, Customer Service, File Management, Recruiting, Administrative..., Leadership, Software Documentation, Management, Analysis, Vendor Management..., Interviews, Data Entry, Mac, Office Management, SharePoint, Administrative..., Vendor Management
Education
Eastern Florida State College
Associate's Degree
The Legend Group 2013 - 2014
Principal Financial Group February 2012 - March 2013
Dex One March 2010 - July 2011
Romanov Consulting Inc. May 2007 - December 2008
AuthenTec, Inc October 1998 - May 2007
Skills
Executive Calendar..., Outlook, Travel Management, Expense Management, Microsoft Office, Office 2010, Microsoft Office 2007, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Human Resources, Time Management, Customer Service, File Management, Recruiting, Administrative..., Leadership, Software Documentation, Management, Analysis, Vendor Management..., Interviews, Data Entry, Mac, Office Management, SharePoint, Administrative..., Vendor Management
Education
Eastern Florida State College
Associate's Degree
Adam Pearce Adam Pearce's The Legend Group Experience November 2003 - Present
Job CERTIFIED FINANCIAL PLANNER™ Professional at The Legend Group
Industry Financial Services
Experience
The Legend Group November 2003 - Present
Various November 1997 - October 2003
Education
College for Financial Planning 2006 — 2007
CFP Certification Professional Education Program, Financial Planning and Services
Indiana University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Psychology, Political Science
The Legend Group November 2003 - Present
Various November 1997 - October 2003
Education
College for Financial Planning 2006 — 2007
CFP Certification Professional Education Program, Financial Planning and Services
Indiana University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Psychology, Political Science
Jamie Randazzo Jamie Randazzo's The Legend Group Experience September 1996 - September 2003
Job President at LSP Planning
Industry Financial Services
Experience
LSP Planning October 2014 - Present
Bank On Yourself June 2011 - Present
GWN Securities October 2003 - Present
Tax Shelter January 2004 - September 2014
The Legend Group September 1996 - September 2003
Skills
Tax Planning, Self Financing, Tax Preparation, Tax Free Income, Life Insurance, Separately Managed..., Ice Hockey, Audi Club of Florida, Asset Protection, Wealth Management, Strategic Financial..., Retirement Planning, Small Business, Investments, Long-term Care, 401k Rollovers, Bank on Yourself, Retirement Plan..., Finance, Financial Planners, Estate Planning, Asset Management, Portfolio Management, Financial Services, IRAs, Wealth, Investment Advisory, Retirement, Fixed Annuities, Disability Insurance, Asset Allocation, Securities, Income Protection, Financial Goals, Wealth Accumulation, Insurance
Education
SUNY Fredonia 1992 — 1996
Bachelor's degree, Marketing
Williamsville North High School 1991 — 1992
St. Joseph's Collegiate 1988 — 1991
College, Prep
Heim Middle
LSP Planning October 2014 - Present
Bank On Yourself June 2011 - Present
GWN Securities October 2003 - Present
Tax Shelter January 2004 - September 2014
The Legend Group September 1996 - September 2003
Skills
Tax Planning, Self Financing, Tax Preparation, Tax Free Income, Life Insurance, Separately Managed..., Ice Hockey, Audi Club of Florida, Asset Protection, Wealth Management, Strategic Financial..., Retirement Planning, Small Business, Investments, Long-term Care, 401k Rollovers, Bank on Yourself, Retirement Plan..., Finance, Financial Planners, Estate Planning, Asset Management, Portfolio Management, Financial Services, IRAs, Wealth, Investment Advisory, Retirement, Fixed Annuities, Disability Insurance, Asset Allocation, Securities, Income Protection, Financial Goals, Wealth Accumulation, Insurance
Education
SUNY Fredonia 1992 — 1996
Bachelor's degree, Marketing
Williamsville North High School 1991 — 1992
St. Joseph's Collegiate 1988 — 1991
College, Prep
Heim Middle
Matthew D. Anson, CPA Matthew D. Anson, CPA's The Legend Group Experience October 2010 - July 2011
Job Senior Accountant at Keegan, Linscott & Kenon, P.C.
Industry Accounting
Experience
Keegan, Linscott & Kenon, P.C. September 2013 - Present
The University of Arizona August 2012 - May 2013
The Legend Group October 2010 - July 2011
US Navy April 2005 - December 2008
Skills
Payroll Taxes, Tax Returns, Corporate Tax, Tax Research, Payroll, Tax
Education
University of Arizona
Master of Accounting, Taxation
University of Arizona
Bachelor of Arts, Interdisciplinary Studies; Business, Spanish, and International Commerce
Keegan, Linscott & Kenon, P.C. September 2013 - Present
The University of Arizona August 2012 - May 2013
The Legend Group October 2010 - July 2011
US Navy April 2005 - December 2008
Skills
Payroll Taxes, Tax Returns, Corporate Tax, Tax Research, Payroll, Tax
Education
University of Arizona
Master of Accounting, Taxation
University of Arizona
Bachelor of Arts, Interdisciplinary Studies; Business, Spanish, and International Commerce
Andrew Mehalko, CFA Andrew Mehalko, CFA's The Legend Group Experience January 1990 - March 1994
Job Professional Investor, Entrepreneur & Family Office Pioneer
Industry Investment Management
Experience
AM Global Family Investment Office January 2012 - Present
GenSpring Family Offices March 1999 - April 2011
DCA Global Investment Management April 1994 - January 1999
The Legend Group January 1990 - March 1994
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Wealth Management, Family Office, Investments, Investment Management, Alternative Investment...
Education
University of North Carolina at Greensboro 1983 — 1987
BS Finance, Finance
Hialeah Miami Lakes Senior High School 1979 — 1983
AM Global Family Investment Office January 2012 - Present
GenSpring Family Offices March 1999 - April 2011
DCA Global Investment Management April 1994 - January 1999
The Legend Group January 1990 - March 1994
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Wealth Management, Family Office, Investments, Investment Management, Alternative Investment...
Education
University of North Carolina at Greensboro 1983 — 1987
BS Finance, Finance
Hialeah Miami Lakes Senior High School 1979 — 1983
Lee Kern - Certified Retirement Counselor® Lee Kern - Certified Retirement Counselor®'s The Legend Group Experience January 2009 - Present
Job Investment Adviser Representative at The Legend Advisory Corporation
Industry Financial Services
Experience
The Legend Group January 2009 - Present
Bistro 135 2008 - 2010
Education
Saint John Fisher College 2004 — 2008
BS, Personnel Financial Planning
Aquinas Institute 2000 — 2004
The Legend Group January 2009 - Present
Bistro 135 2008 - 2010
Education
Saint John Fisher College 2004 — 2008
BS, Personnel Financial Planning
Aquinas Institute 2000 — 2004
Christopher Galayda Christopher Galayda's The Legend Group Experience 2013 - Present
Job Representative Registered at The Legend Group
Industry Financial Services
Experience
The Legend Group 2013 - Present
Flower City Lawn and Landscape June 2005 - Present
Mutual of Omaha May 2013 - November 2013
Faculty Student Association (FSA) December 2012 - May 2013
Bob Johnsons Chevrolet September 2010 - October 2011
Perkins Restaurant and Bakery September 2008 - March 2009
Skills
Marketing, Customer Service, Public Speaking, Insurance, Sales, Microsoft Excel, Social Networking, Social Media, PowerPoint, Customer Engagement, Customer Support, Marketing Communications, Communication Skills, Product Marketing, Microsoft Word, Microsoft Office, Team Leadership, Social Skills
Education
SUNY Fredonia 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Monroe Community College 2009 — 2011
Pre-Pharmacy Studies
Hilton Central High School 2006 — 2009
Advanced Regents Diploma, Honors Designation, AP and College Credit Courses, 93%
The Legend Group 2013 - Present
Flower City Lawn and Landscape June 2005 - Present
Mutual of Omaha May 2013 - November 2013
Faculty Student Association (FSA) December 2012 - May 2013
Bob Johnsons Chevrolet September 2010 - October 2011
Perkins Restaurant and Bakery September 2008 - March 2009
Skills
Marketing, Customer Service, Public Speaking, Insurance, Sales, Microsoft Excel, Social Networking, Social Media, PowerPoint, Customer Engagement, Customer Support, Marketing Communications, Communication Skills, Product Marketing, Microsoft Word, Microsoft Office, Team Leadership, Social Skills
Education
SUNY Fredonia 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Monroe Community College 2009 — 2011
Pre-Pharmacy Studies
Hilton Central High School 2006 — 2009
Advanced Regents Diploma, Honors Designation, AP and College Credit Courses, 93%
Chris Skvarch's The Legend Group Experience June 2014 - Present
Job Registered representative at The Legend Group
Industry Financial Services
Experience
The Legend Group June 2014 - Present
EZCORP June 2013 - July 2014
National Securities February 2014 - June 2014
Skills
Financial Accounting, Tax, Accounting, Financial Reporting, Finance, Microsoft Excel, Investments
Education
Florida Atlantic University 2011 — 2013
Bachelor of Science (B.S.), Finance, General
Florida Atlantic University
Bachelors of Science, Finance
The Legend Group June 2014 - Present
EZCORP June 2013 - July 2014
National Securities February 2014 - June 2014
Skills
Financial Accounting, Tax, Accounting, Financial Reporting, Finance, Microsoft Excel, Investments
Education
Florida Atlantic University 2011 — 2013
Bachelor of Science (B.S.), Finance, General
Florida Atlantic University
Bachelors of Science, Finance
Mark Bucciere, CIMA® Mark Bucciere, CIMA®'s The Legend Group Experience 1995 - 1999
Job Managing Director, National Accounts at PNC Capital Advisors
Industry Financial Services
Experience
PNC Capital Advisors April 2013 - Present
PNC Capital Advisors April 2010 - April 2013
Citizens Bank Wealth Management, N.A. January 2004 - April 2010
Bank One 1999 - 2004
The Legend Group 1995 - 1999
Skills
Investments, Asset Management, Mutual Funds, Wealth Management, Trust Management, Fiduciary Services, Sales, Sales Management, National Accounts
Education
Ohio University 1981 — 1985
B.B.A., Marketing
PNC Capital Advisors April 2013 - Present
PNC Capital Advisors April 2010 - April 2013
Citizens Bank Wealth Management, N.A. January 2004 - April 2010
Bank One 1999 - 2004
The Legend Group 1995 - 1999
Skills
Investments, Asset Management, Mutual Funds, Wealth Management, Trust Management, Fiduciary Services, Sales, Sales Management, National Accounts
Education
Ohio University 1981 — 1985
B.B.A., Marketing
Jennifer Chaparro Jennifer Chaparro's The Legend Group Experience May 2008 - December 2008
Job Artist/Designer/Street Painter
Industry Marketing and Advertising
Experience
Town of Jupiter December 2009 - Present
Amazing Street Painting February 2009 - Present
International Street Painting Society Inc. June 2012 - Present
design for the future December 2008 - Present
design for the future August 1999 - Present
The Legend Group May 2008 - December 2008
Dayton Visual Arts Center 1997 - 1999
Life Fitness July 1987 - June 1991
Domino's Pizza World Headquarters 1984 - 1986
ASUCLA September 1982 - June 1984
Skills
Graphic Design, Advertising, Brochures, Social Media Marketing, Newsletters, Art, Logo Design, Graphics, Marketing, Public Relations, Direct Mail, Creative Direction, Corporate Identity, Facebook, Website Development, Street Art, Trade Shows, Painting, Murals, Corporate Branding, Email Marketing, Blogging, Photography, Video, Layout, Chalk Art, Event Planning, Branding & Identity, Social Media, Collateral, Brand Development, Copywriting, Nonprofits, Adobe Creative Suite, Catalogs, B2B, Pizza, Red Cross, Integrated Marketing, Online Marketing, Festivals, Large Scale 3D Street..., Websites, Marinas, Fitness, 3D street painting, 3D street art
Education
Pepperdine University 1988 — 1989
MBA
University of California, Los Angeles 1980 — 1984
BA, major in Design, minor in English
Clairemont High School, San Diego 1977 — 1980
Diploma
Town of Jupiter December 2009 - Present
Amazing Street Painting February 2009 - Present
International Street Painting Society Inc. June 2012 - Present
design for the future December 2008 - Present
design for the future August 1999 - Present
The Legend Group May 2008 - December 2008
Dayton Visual Arts Center 1997 - 1999
Life Fitness July 1987 - June 1991
Domino's Pizza World Headquarters 1984 - 1986
ASUCLA September 1982 - June 1984
Skills
Graphic Design, Advertising, Brochures, Social Media Marketing, Newsletters, Art, Logo Design, Graphics, Marketing, Public Relations, Direct Mail, Creative Direction, Corporate Identity, Facebook, Website Development, Street Art, Trade Shows, Painting, Murals, Corporate Branding, Email Marketing, Blogging, Photography, Video, Layout, Chalk Art, Event Planning, Branding & Identity, Social Media, Collateral, Brand Development, Copywriting, Nonprofits, Adobe Creative Suite, Catalogs, B2B, Pizza, Red Cross, Integrated Marketing, Online Marketing, Festivals, Large Scale 3D Street..., Websites, Marinas, Fitness, 3D street painting, 3D street art
Education
Pepperdine University 1988 — 1989
MBA
University of California, Los Angeles 1980 — 1984
BA, major in Design, minor in English
Clairemont High School, San Diego 1977 — 1980
Diploma
Todd Edward Sepp Todd Edward Sepp's The Legend Group Experience 2003 - May 2015
Job Certified Retirement Counselor® at Retirement Plan Professionals
Industry Financial Services
Experience
Retirement Plan Professionals May 2015 - Present
The Legend Group 2003 - May 2015
UA Residence Life August 2000 - May 2003
Education
University of Arizona 1999 — 2003
Bachelor of Fine Arts (B.F.A.)
American Pavilion Intern
Retirement Plan Professionals May 2015 - Present
The Legend Group 2003 - May 2015
UA Residence Life August 2000 - May 2003
Education
University of Arizona 1999 — 2003
Bachelor of Fine Arts (B.F.A.)
American Pavilion Intern
Jamie Frankel's The Legend Group Experience June 2009 - May 2011
Job Production Designer / Account Coordinator at Boca Systems
Industry Design
Experience
Boca Systems July 2011 - Present
Track Seven Events 2003 - Present
The Legend Group June 2009 - May 2011
Applied Systems, Inc August 2008 - June 2009
Boca Systems March 2005 - July 2008
The Paper Affair July 2004 - February 2005
Zoppini April 2003 - June 2004
Skills
Brochures, Adobe Creative Suite, Adobe Acrobat, QuarkXPress, Illustrator, InDesign, Graphic Design, Advertising
Education
Art Institute of Fort Lauderdale 2001 — 2004
Associate of Arts and Sciences (A.A.S.), Multimedia & Web Design
Boca Systems July 2011 - Present
Track Seven Events 2003 - Present
The Legend Group June 2009 - May 2011
Applied Systems, Inc August 2008 - June 2009
Boca Systems March 2005 - July 2008
The Paper Affair July 2004 - February 2005
Zoppini April 2003 - June 2004
Skills
Brochures, Adobe Creative Suite, Adobe Acrobat, QuarkXPress, Illustrator, InDesign, Graphic Design, Advertising
Education
Art Institute of Fort Lauderdale 2001 — 2004
Associate of Arts and Sciences (A.A.S.), Multimedia & Web Design
Katrina Mickle's The Legend Group Experience October 2005 - June 2011
Job Executive Assistant, Ecommerce Department at Belk
Industry Retail
Experience
Belk May 2014 - Present
Belk September 2012 - May 2014
The Legend Group October 2005 - June 2011
Skills
Microsoft Excel, Outlook, Customer Service, PowerPoint, Microsoft Office, Time Management, Event Planning, Microsoft Word, Access, Fundraising, Public Speaking, Nonprofits, Research, Merchandising, Marketing, Retail, Office Administration, Lawson, Adobe Creative Suite, Floor Plans, Organization, Timekeeping, Lesson Planning, Space Planning, Training, Onboarding
Education
Cleveland State University 2006 — 2008
Nonprofit Administration, Urban Studies/Affairs
Cuyahoga Community College 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Belk May 2014 - Present
Belk September 2012 - May 2014
The Legend Group October 2005 - June 2011
Skills
Microsoft Excel, Outlook, Customer Service, PowerPoint, Microsoft Office, Time Management, Event Planning, Microsoft Word, Access, Fundraising, Public Speaking, Nonprofits, Research, Merchandising, Marketing, Retail, Office Administration, Lawson, Adobe Creative Suite, Floor Plans, Organization, Timekeeping, Lesson Planning, Space Planning, Training, Onboarding
Education
Cleveland State University 2006 — 2008
Nonprofit Administration, Urban Studies/Affairs
Cuyahoga Community College 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Jesse Caulkins Jesse Caulkins's The Legend Group Experience June 2015 - August 2015
Job Canisius College Golden Griffin Fund '16
Industry Financial Services
Experience
The Legend Group June 2015 - August 2015
Starbucks October 2014 - May 2015
C&C Creations July 2009 - September 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Strategic Planning, Inventory Management, Time Management, Data Entry, Retail, Inventory Control, Teamwork, Merchandising, Customer Service, Outlook, Visual Merchandising, Facebook, Customer Satisfaction, Telephone Skills, Microsoft Office, Critical Thinking, Event Planning, Process Scheduler, Social Networking
Education
Canisius College 2012 — 2016
Bachelor's degree, Finance and Management
Webster Schroeder High School 2008 — 2012
The Legend Group June 2015 - August 2015
Starbucks October 2014 - May 2015
C&C Creations July 2009 - September 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Strategic Planning, Inventory Management, Time Management, Data Entry, Retail, Inventory Control, Teamwork, Merchandising, Customer Service, Outlook, Visual Merchandising, Facebook, Customer Satisfaction, Telephone Skills, Microsoft Office, Critical Thinking, Event Planning, Process Scheduler, Social Networking
Education
Canisius College 2012 — 2016
Bachelor's degree, Finance and Management
Webster Schroeder High School 2008 — 2012
Adam Seacrest Adam Seacrest's The Legend Group Experience January 2012 - November 2013
Job AVP, Development at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2014 - Present
The Legend Group January 2012 - November 2013
The Legend Group September 2004 - January 2012
Eclipsys June 2004 - September 2004
Skills
Microsoft SQL Server, .NET, Databases, ASP.NET, Software Development, IIS, T-SQL, Database Design, Requirements Analysis, Business Intelligence, JavaScript, Web Applications, SharePoint, Business Analysis, Servers, Disaster Recovery, SQL, Database Administration, Security, C#, Visio, HTML, Windows Server, CSS, jQuery, DHTML, Web Services, IT Management, Solution Architecture, SSIS, XML, SQL Server, Stored Procedures, ASP.NET MVC, Database Management, WCF, Systems Analysis, MVC, Object Oriented Design, OOP, T-SQL Stored Procedures, Apache, Data Modeling, Product Management, Product Development, Sof
Education
Florida Atlantic University 1998 — 2002
BBA, Management Information Systems
LPL Financial February 2014 - Present
The Legend Group January 2012 - November 2013
The Legend Group September 2004 - January 2012
Eclipsys June 2004 - September 2004
Skills
Microsoft SQL Server, .NET, Databases, ASP.NET, Software Development, IIS, T-SQL, Database Design, Requirements Analysis, Business Intelligence, JavaScript, Web Applications, SharePoint, Business Analysis, Servers, Disaster Recovery, SQL, Database Administration, Security, C#, Visio, HTML, Windows Server, CSS, jQuery, DHTML, Web Services, IT Management, Solution Architecture, SSIS, XML, SQL Server, Stored Procedures, ASP.NET MVC, Database Management, WCF, Systems Analysis, MVC, Object Oriented Design, OOP, T-SQL Stored Procedures, Apache, Data Modeling, Product Management, Product Development, Sof
Education
Florida Atlantic University 1998 — 2002
BBA, Management Information Systems
John Semo John Semo's The Legend Group Experience September 2003 - Present
Job Senior Programmer/Analyst and Information Security Manager at The Legend Group
Industry Financial Services
Experience
The Legend Group September 2003 - Present
Qwest 2001 - 2002
Level 3 Communications 2000 - 2001
United General Title Insurance Company 1999 - 2000
The Legend Group 1996 - 1999
Skills
Microsoft SQL Server, IIS, T-SQL, .NET, ASP.NET, SQL, C#, Databases, Network Security, Information Security, Programming, Web Applications, Requirements Analysis, HTML, JavaScript, Software Design, Crystal Reports, Database Design, System Administration, IT Management, Windows, Information Security..., Enterprise Architecture, Web Services, VB.NET, ASP, Security, Business Intelligence, Application Development, SQL Server, SDLC, Systems Analysis, SSO, Internet Security, Visual Basic, Computer Security, Application Architecture, PL/SQL, Software Development, XML, LDAP, Apache, Solution Architecture, Cryptography, Server Architecture, DB2, Tomcat, Access, SAP BI, Firewalls
Education
Colorado State University
Master's Degree, Computer Information Systems, 3.4
Columbia Southern University 2009 — 2011
Bachelor's Degree, Information Technology, 4.0
Institute for the Certification of Computing Professionals 2009 — 2009
Systems Development, Mastery Level Certification
Institute for the Certification of Computing Professionals 2009 — 2009
Web Development, Mastery Level Certification
Institute for the Certification of Computing Professionals 2008 — 2008
Object Oriented Analysis and Design, Mastery Level Certification
Microsoft Corporation 1998 — 1998
Mastering Distributed Application Design and Development, Course Certification
Indian River State College 1995 — 1998
Associate's Degree, Computer Programming, 3.4
Marine Corps Communication-Electronics School
Radar Technician
The Legend Group September 2003 - Present
Qwest 2001 - 2002
Level 3 Communications 2000 - 2001
United General Title Insurance Company 1999 - 2000
The Legend Group 1996 - 1999
Skills
Microsoft SQL Server, IIS, T-SQL, .NET, ASP.NET, SQL, C#, Databases, Network Security, Information Security, Programming, Web Applications, Requirements Analysis, HTML, JavaScript, Software Design, Crystal Reports, Database Design, System Administration, IT Management, Windows, Information Security..., Enterprise Architecture, Web Services, VB.NET, ASP, Security, Business Intelligence, Application Development, SQL Server, SDLC, Systems Analysis, SSO, Internet Security, Visual Basic, Computer Security, Application Architecture, PL/SQL, Software Development, XML, LDAP, Apache, Solution Architecture, Cryptography, Server Architecture, DB2, Tomcat, Access, SAP BI, Firewalls
Education
Colorado State University
Master's Degree, Computer Information Systems, 3.4
Columbia Southern University 2009 — 2011
Bachelor's Degree, Information Technology, 4.0
Institute for the Certification of Computing Professionals 2009 — 2009
Systems Development, Mastery Level Certification
Institute for the Certification of Computing Professionals 2009 — 2009
Web Development, Mastery Level Certification
Institute for the Certification of Computing Professionals 2008 — 2008
Object Oriented Analysis and Design, Mastery Level Certification
Microsoft Corporation 1998 — 1998
Mastering Distributed Application Design and Development, Course Certification
Indian River State College 1995 — 1998
Associate's Degree, Computer Programming, 3.4
Marine Corps Communication-Electronics School
Radar Technician
Nicholas Southard's The Legend Group Experience May 2013 - August 2013
Job Credit & Portfolio Analyst II at Citi
Industry Banking
Experience
Citi June 2014 - Present
The Legend Group May 2013 - August 2013
Bielmeier Builders, Inc. May 2012 - August 2013
Skills
Finance, Investments, Financial Forecasting, Financial Modeling, Equity Research, Investment Strategies, Marketing Strategy, Morningstar, Bloomberg, Microsoft Office, Mutual Funds, Social Media, Financial Analysis, Sage
Education
Syracuse University 2010 — 2014
Bachelor's degree, Accounting and Finance
Canisius High School2006-2010
High School Diploma
Citi June 2014 - Present
The Legend Group May 2013 - August 2013
Bielmeier Builders, Inc. May 2012 - August 2013
Skills
Finance, Investments, Financial Forecasting, Financial Modeling, Equity Research, Investment Strategies, Marketing Strategy, Morningstar, Bloomberg, Microsoft Office, Mutual Funds, Social Media, Financial Analysis, Sage
Education
Syracuse University 2010 — 2014
Bachelor's degree, Accounting and Finance
Canisius High School2006-2010
High School Diploma
Jennifer Blalock Jennifer Blalock's The Legend Group Experience September 2010 - September 2011
Job Office Manager, American Eagle Concrete, LLC
Industry Gambling & Casinos
Experience
American Eagle Concrete, LLC June 2015 - Present
VGT November 2012 - June 2015
Tulsa Civil Contractors, LLC September 2011 - September 2012
The Legend Group September 2010 - September 2011
Verdigris Public Schools August 2006 - September 2010
Skills
Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, QuickBooks, PowerPoint, Accounts Payable, Event Planning, Budgets, Project Coordination, Time Management, Accounts Receivable, Payroll, Data Entry, Telephone Skills, Hospitality, Bookkeeping, General Ledger, Invoicing, Teamwork
Education
Community Care College
Business Administration
Inola High School 1989 — 1993
Diploma
American Eagle Concrete, LLC June 2015 - Present
VGT November 2012 - June 2015
Tulsa Civil Contractors, LLC September 2011 - September 2012
The Legend Group September 2010 - September 2011
Verdigris Public Schools August 2006 - September 2010
Skills
Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, QuickBooks, PowerPoint, Accounts Payable, Event Planning, Budgets, Project Coordination, Time Management, Accounts Receivable, Payroll, Data Entry, Telephone Skills, Hospitality, Bookkeeping, General Ledger, Invoicing, Teamwork
Education
Community Care College
Business Administration
Inola High School 1989 — 1993
Diploma
Wayne Sackley Wayne Sackley's The Legend Group Experience November 2011 - July 2012
Job Financial Consultant Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
AXA Advisors July 2012 - September 2012
The Legend Group November 2011 - July 2012
VALIC January 2000 - November 2011
Aon Consulting December 1995 - December 1999
Godwins Securities September 1990 - December 1995
Education
Brigham Young University 1984 — 1988
Bachelors, Finance
Fidelity Investments October 2012 - Present
AXA Advisors July 2012 - September 2012
The Legend Group November 2011 - July 2012
VALIC January 2000 - November 2011
Aon Consulting December 1995 - December 1999
Godwins Securities September 1990 - December 1995
Education
Brigham Young University 1984 — 1988
Bachelors, Finance
Rachel Krzyzaniak Rachel Krzyzaniak's The Legend Group Experience October 2013 - Present
Job Guided Portfolio Solutions (GPS) Specialist at The Legend Group
Industry Financial Services
Experience
The Legend Group October 2013 - Present
The Legend Group August 2011 - October 2013
The Legend Group October 2007 - August 2011
Skills
Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Fixed Annuities, Retirement, Insurance, Investment Advisory, Series 6, 401k
Education
Cardinal Newman High School
High School
Palm Beach State College
Associate's Degree
University of Alabama
The Legend Group October 2013 - Present
The Legend Group August 2011 - October 2013
The Legend Group October 2007 - August 2011
Skills
Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Fixed Annuities, Retirement, Insurance, Investment Advisory, Series 6, 401k
Education
Cardinal Newman High School
High School
Palm Beach State College
Associate's Degree
University of Alabama
Betsie Russell's The Legend Group Experience 1995 - 1996
Job Residential & Commercial Business Development, Licensed Settlement Professional at Home First Title Group, LLC
Industry Real Estate
Experience
Home First Title Group, LLC June 2014 - Present
North American Title February 1996 - Present
Anne Arundel County Association of Realtors, Inc. 1985 - 2013
The Legend Group 1995 - 1996
Chateau Builders / Wynstone Development LLC 1994 - 1995
The Halle Companies 1990 - 1994
Annapolis Title Company 1987 - 1990
Skills
Title Insurance, First Time Home Buyers, Real Estate, Short Sales, Referrals, Real Estate Transactions, Sellers, Residential Homes, Foreclosures, Listings, Investment Properties, Commercial Real Estate, REO, Relocation, FHA, Refinance, HUD, New Home Sales, Condos, Investors, Contract Negotiation, Property, Single Family Homes, Loans, Real Property, Buyer Representation, Mortgage Banking, Land Acquisition, Selling, Luxury, Townhomes, New Home Purchase, Settlement
Education
University of Maryland Baltimore County
Master's degree
University of Maryland College Park
Bachelor of Arts (BA)
Home First Title Group, LLC June 2014 - Present
North American Title February 1996 - Present
Anne Arundel County Association of Realtors, Inc. 1985 - 2013
The Legend Group 1995 - 1996
Chateau Builders / Wynstone Development LLC 1994 - 1995
The Halle Companies 1990 - 1994
Annapolis Title Company 1987 - 1990
Skills
Title Insurance, First Time Home Buyers, Real Estate, Short Sales, Referrals, Real Estate Transactions, Sellers, Residential Homes, Foreclosures, Listings, Investment Properties, Commercial Real Estate, REO, Relocation, FHA, Refinance, HUD, New Home Sales, Condos, Investors, Contract Negotiation, Property, Single Family Homes, Loans, Real Property, Buyer Representation, Mortgage Banking, Land Acquisition, Selling, Luxury, Townhomes, New Home Purchase, Settlement
Education
University of Maryland Baltimore County
Master's degree
University of Maryland College Park
Bachelor of Arts (BA)
Cole Hirschfeld Cole Hirschfeld's The Legend Group Experience June 2009 - January 2010
Job Pricing Analyst at Raytheon Intelligence and Information Systems
Industry Investment Management
Experience
Raytheon Intelligence and Information Systems February 2011 - Present
The Legend Group June 2009 - January 2010
World Web Logic May 2008 - November 2009
YMCA June 2008 - September 2008
Skills
Analysis, Teamwork, Statistics, Finance, Financial Analysis, Microsoft Excel, Sales, PowerPoint, Budgets, Microsoft Office, Strategic Planning, Microsoft Word, Event Planning, Marketing, Team Leadership, Public Speaking, Investments, Financial Modeling, Customer Service, Leadership
Education
University of Arizona 2007 — 2011
B.S. in Business Administration, Finance, Entrepreneurship
University of Arizona, Eller College of Management 2007 — 2011
Bachelor of Science in Business Administration, Finance
Raytheon Intelligence and Information Systems February 2011 - Present
The Legend Group June 2009 - January 2010
World Web Logic May 2008 - November 2009
YMCA June 2008 - September 2008
Skills
Analysis, Teamwork, Statistics, Finance, Financial Analysis, Microsoft Excel, Sales, PowerPoint, Budgets, Microsoft Office, Strategic Planning, Microsoft Word, Event Planning, Marketing, Team Leadership, Public Speaking, Investments, Financial Modeling, Customer Service, Leadership
Education
University of Arizona 2007 — 2011
B.S. in Business Administration, Finance, Entrepreneurship
University of Arizona, Eller College of Management 2007 — 2011
Bachelor of Science in Business Administration, Finance
Robert William Allen's The Legend Group Experience April 2010 - August 2010
Job Founder at Coin Cube LLC
Industry Financial Services
Experience
Coin Cube LLC August 2014 - Present
Mint Wedding Cinematography March 2012 - May 2015
Euro Pacific Precious Metals LLC April 2013 - June 2014
Euro Pacific Precious Metals LLC August 2010 - June 2014
The Legend Group April 2010 - August 2010
NYC Department of Education June 2007 - August 2010
Skills
Investments, Entrepreneurship, Economics, Business Development, Strategic Financial..., Equities, Management, Start-ups, New Business Development, Marketing, Financial Services, Alternative Investments, Portfolio Management, Financial Planning, Video Production, Bloomberg, Bonds, Finance
Education
The Ohio State University 2003 — 2007
Bachelor of Arts (BA), English Language and Literature, General
Mercy College 2007 — 2009
Masters of Science (MS), Urban Education and Leadership
Coin Cube LLC August 2014 - Present
Mint Wedding Cinematography March 2012 - May 2015
Euro Pacific Precious Metals LLC April 2013 - June 2014
Euro Pacific Precious Metals LLC August 2010 - June 2014
The Legend Group April 2010 - August 2010
NYC Department of Education June 2007 - August 2010
Skills
Investments, Entrepreneurship, Economics, Business Development, Strategic Financial..., Equities, Management, Start-ups, New Business Development, Marketing, Financial Services, Alternative Investments, Portfolio Management, Financial Planning, Video Production, Bloomberg, Bonds, Finance
Education
The Ohio State University 2003 — 2007
Bachelor of Arts (BA), English Language and Literature, General
Mercy College 2007 — 2009
Masters of Science (MS), Urban Education and Leadership
Larry Deutchman Larry Deutchman's The Legend Group Experience July 2009 - November 2012
Job Manager at Open Road Auto Group
Industry Automotive
Experience
Open Road Auto Group November 2012 - Present
The Legend Group July 2009 - November 2012
VALIC (AIG subsidiary) May 1998 - July 2009
Education
Middlesex County College 1974 — 1975
Matriculating credits, Accounting
Fairleigh Dickinson University 1969 — 1973
Bachelor of Arts (B.A.), Business Administration and Management, General/Political Science
Open Road Auto Group November 2012 - Present
The Legend Group July 2009 - November 2012
VALIC (AIG subsidiary) May 1998 - July 2009
Education
Middlesex County College 1974 — 1975
Matriculating credits, Accounting
Fairleigh Dickinson University 1969 — 1973
Bachelor of Arts (B.A.), Business Administration and Management, General/Political Science
CINTHIA MARSHALL CINTHIA MARSHALL's The Legend Group Experience January 2001 - June 2008
Job Registered Representative Planmember
Industry Investment Management
Experience
PLANMEMBER SECURITIES June 2008 - Present
The Legend Group January 2001 - June 2008
Skills
Retirement, Retirement Planning, Life Insurance, Investments, Long Term Care Insurance, Securities, Fixed Annuities, Wealth Accumulation, Financial Services, IRAs, Mutual Funds, 401k, Insurance, Financial Planners, Strategic Financial..., Investment Advisory, Series 7, Wealth Management, Series 63, Variable Annuities, Estate Planning, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, 457 Plans, 403(b), series 66
Education
Citrus College
Dental Hygiene/Hygienist
UCLA
DENTAL
PLANMEMBER SECURITIES June 2008 - Present
The Legend Group January 2001 - June 2008
Skills
Retirement, Retirement Planning, Life Insurance, Investments, Long Term Care Insurance, Securities, Fixed Annuities, Wealth Accumulation, Financial Services, IRAs, Mutual Funds, 401k, Insurance, Financial Planners, Strategic Financial..., Investment Advisory, Series 7, Wealth Management, Series 63, Variable Annuities, Estate Planning, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, 457 Plans, 403(b), series 66
Education
Citrus College
Dental Hygiene/Hygienist
UCLA
DENTAL
David Haase, CFP® David Haase, CFP®'s The Legend Group Experience January 2003 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
The Legend Group January 2003 - Present
CitiStreet August 1997 - January 2003
Commercial Investigations LLC June 1994 - August 1997
Education
Richard Stockton College of New Jersey 1990 — 1991
BA, Business
The Legend Group January 2003 - Present
CitiStreet August 1997 - January 2003
Commercial Investigations LLC June 1994 - August 1997
Education
Richard Stockton College of New Jersey 1990 — 1991
BA, Business
Scott Ellsworth Scott Ellsworth's The Legend Group Experience November 2014 - Present
Job Financial Advisor at The Legend Group
Industry Financial Services
Experience
The Legend Group November 2014 - Present
Chisholm Trail Financial Group December 2009 - October 2014
Skills
Strategic Planning, Team Building, Public Speaking, Finance, Investments, Life Insurance, Insurance, Mutual Funds, Long Term Care Insurance
Education
University of Maryland College Park 1997 — 1999
Bachelors, Agriculture & Resource Economics
Montgomery College 1995 — 1997
Associates, Business Administration
The Legend Group November 2014 - Present
Chisholm Trail Financial Group December 2009 - October 2014
Skills
Strategic Planning, Team Building, Public Speaking, Finance, Investments, Life Insurance, Insurance, Mutual Funds, Long Term Care Insurance
Education
University of Maryland College Park 1997 — 1999
Bachelors, Agriculture & Resource Economics
Montgomery College 1995 — 1997
Associates, Business Administration
Debora Majher Debora Majher's The Legend Group Experience February 2012 - Present
Job Financial Professional at The Legend Group
Industry Financial Services
Experience
The Legend Group February 2012 - Present
AXA Advisors, LLC February 2010 - February 2012
American Family Insurance February 2008 - February 2009
Education
Cleveland State University 1984 — 1988
BA 1985, Urban Studies
Ohio University 1980 — 1984
Business and Psychology
The Legend Group February 2012 - Present
AXA Advisors, LLC February 2010 - February 2012
American Family Insurance February 2008 - February 2009
Education
Cleveland State University 1984 — 1988
BA 1985, Urban Studies
Ohio University 1980 — 1984
Business and Psychology
Scott Haseltine Scott Haseltine's The Legend Group Experience October 2014 - August 2015
Job Licensed Banker
Industry Financial Services
Experience
Citizens Bank August 2015 - Present
The Legend Group October 2014 - August 2015
The Partners Financial Group - an office of MetLife January 2010 - February 2014
Saab of North Olmsted May 2008 - July 2009
Shaker Saab Brook Park September 2005 - May 2008
Shaker Saab July 1982 - September 2005
Honda Cars of Cleveland 1980 - 1982
Education
Hillsdale College 1970 — 1974
Bachelor of Arts, English, French
Hawken School 1965 — 1970
High School Diploma, General Education, College Preparatory
Citizens Bank August 2015 - Present
The Legend Group October 2014 - August 2015
The Partners Financial Group - an office of MetLife January 2010 - February 2014
Saab of North Olmsted May 2008 - July 2009
Shaker Saab Brook Park September 2005 - May 2008
Shaker Saab July 1982 - September 2005
Honda Cars of Cleveland 1980 - 1982
Education
Hillsdale College 1970 — 1974
Bachelor of Arts, English, French
Hawken School 1965 — 1970
High School Diploma, General Education, College Preparatory
Andrew Takach Andrew Takach's The Legend Group Experience March 1999 - February 2010
Job Independent Retirement Plan Executive
Industry Financial Services
Experience
Various Financial Firms March 2010 - Present
The Legend Group March 1999 - February 2010
Diversified Investment Advisors February 1996 - January 1999
Prudential Financial March 1993 - December 1995
Sterling Resources, Ltd. November 1990 - November 1992
The Lyons Company February 1989 - November 1990
John Hancock Life Insurance Company (U.S.A.) September 1985 - February 1989
Education
Susquehanna University 1981 — 1985
BS, Business Management
Penn State University 1982 — 1984
Accounting
Various Financial Firms March 2010 - Present
The Legend Group March 1999 - February 2010
Diversified Investment Advisors February 1996 - January 1999
Prudential Financial March 1993 - December 1995
Sterling Resources, Ltd. November 1990 - November 1992
The Lyons Company February 1989 - November 1990
John Hancock Life Insurance Company (U.S.A.) September 1985 - February 1989
Education
Susquehanna University 1981 — 1985
BS, Business Management
Penn State University 1982 — 1984
Accounting
Steven Ruta's The Legend Group Experience March 2015 - July 2015
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2015 - Present
The Legend Group March 2015 - July 2015
Northwestern Mutual December 2014 - March 2015
The Legend Group June 2011 - August 2014
Skills
Finance, Management, Wealth Management, Personal Financial..., Microsoft Excel, Microsoft Office, Social Media, Public Speaking, Retirement Planning, Life Insurance, Accident Insurance, Leadership, Social Networking, Marketing, Financial Analysis, Time Management, Event Planning, Microsoft Word, PowerPoint
Education
La Salle University
Bachelor's Degree, Finance
Xavier High School 2006 — 2010
High School Diploma, General Studies
Lord, Abbett & Co. LLC July 2015 - Present
The Legend Group March 2015 - July 2015
Northwestern Mutual December 2014 - March 2015
The Legend Group June 2011 - August 2014
Skills
Finance, Management, Wealth Management, Personal Financial..., Microsoft Excel, Microsoft Office, Social Media, Public Speaking, Retirement Planning, Life Insurance, Accident Insurance, Leadership, Social Networking, Marketing, Financial Analysis, Time Management, Event Planning, Microsoft Word, PowerPoint
Education
La Salle University
Bachelor's Degree, Finance
Xavier High School 2006 — 2010
High School Diploma, General Studies
Ashley Huer-Kney Ashley Huer-Kney's The Legend Group Experience June 2009 - Present
Job Trade Desk Administrator & Registered Representative at The Legend Group
Industry Financial Services
Experience
The Legend Group June 2009 - Present
The Legend Group June 2009 - September 2011
Citi May 2007 - June 2009
Education
State University of New York at Buffalo - School of Management 2003 — 2007
B.S., Business, Finance
State University of New York at Buffalo - School of Management
MBA, Business Administration
The Legend Group June 2009 - Present
The Legend Group June 2009 - September 2011
Citi May 2007 - June 2009
Education
State University of New York at Buffalo - School of Management 2003 — 2007
B.S., Business, Finance
State University of New York at Buffalo - School of Management
MBA, Business Administration
Timothy K McKillen Jr CRPC® Timothy K McKillen Jr CRPC®'s The Legend Group Experience October 2013 - Present
Job CHARTERED RETIREMENT PLANNING COUNSELOR® at The Legend Group
Industry Financial Services
Experience
The Legend Group October 2013 - Present
EMS Group - Stahlka Agency May 2012 - October 2013
John Hancock Financial Network February 2009 - September 2011
MJ Mechanical Services June 2004 - June 2008
First Niagara Bank January 2004 - June 2004
Education
College for Financial Planning
University at Buffalo 2004 — 2008
Bachelor's Degree, Financial Analysis
The Legend Group October 2013 - Present
EMS Group - Stahlka Agency May 2012 - October 2013
John Hancock Financial Network February 2009 - September 2011
MJ Mechanical Services June 2004 - June 2008
First Niagara Bank January 2004 - June 2004
Education
College for Financial Planning
University at Buffalo 2004 — 2008
Bachelor's Degree, Financial Analysis
Marcin F. Swiderski Marcin F. Swiderski's The Legend Group Experience October 2010 - Present
Job Financial Adviser at The Legend Group
Industry Financial Services
Experience
The Legend Group October 2010 - Present
VALIC February 2005 - October 2010
Nationwide Insurance August 1999 - September 2001
Ameriprise Financial April 1998 - April 2000
Education
Franklin University 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8/4
The Ohio State University Fisher College of Business 1989 — 1994
Bachelor of Science, International Business Administration
The Legend Group October 2010 - Present
VALIC February 2005 - October 2010
Nationwide Insurance August 1999 - September 2001
Ameriprise Financial April 1998 - April 2000
Education
Franklin University 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8/4
The Ohio State University Fisher College of Business 1989 — 1994
Bachelor of Science, International Business Administration
Bernard Long Bernard Long's The Legend Group Experience April 2012 - Present
Job Financial Advisor at The Legend Group
Industry Financial Services
Experience
The Legend Group April 2012 - Present
LPL Financial December 2010 - April 2012
JW Gant 1990 - 1992
JW Gant 1990 - 1992
JW Gant 1990 - 1992
Skills
Human Resources, Benefits Administration, Employee Relations, Employee Management, Employee Training, Qualified Retirement..., Investment Advisory, Retirement Planning, 401k Rollovers, Asset Allocation, 401k, Financial Advisory, Series 7, Estate Planning, FINRA, Securities, Variable Annuities, Fixed Annuities, Mutual Funds, Wealth Accumulation, Medicare Advantage, Medicare Part D
Education
Howard Community College
The Legend Group April 2012 - Present
LPL Financial December 2010 - April 2012
JW Gant 1990 - 1992
JW Gant 1990 - 1992
JW Gant 1990 - 1992
Skills
Human Resources, Benefits Administration, Employee Relations, Employee Management, Employee Training, Qualified Retirement..., Investment Advisory, Retirement Planning, 401k Rollovers, Asset Allocation, 401k, Financial Advisory, Series 7, Estate Planning, FINRA, Securities, Variable Annuities, Fixed Annuities, Mutual Funds, Wealth Accumulation, Medicare Advantage, Medicare Part D
Education
Howard Community College
Malcolm Douglas Malcolm Douglas's The Legend Group Experience January 1987 - December 1992
Job Financial Advisor at GWN Securities
Industry Insurance
Experience
Lower Hudson Valley Center for Empowerment 2012 - Present
Three Squares and A Star Management Group, LLC 2012 - Present
Malcolm Douglas and Associates, Inc. January 2009 - Present
GWN Securities July 2005 - Present
PMG Securities January 1993 - December 1999
The Legend Group January 1987 - December 1992
Franklin United Life Insurance January 1983 - December 1986
MetLife January 1978 - December 1982
Prudential Financial January 1974 - December 1977
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance, Retirement, NYS Notary Public, K-12 403b Markets, New York State Pension, State Pension Systems, Long-term Care
Education
Paine College 1969 — 1971
Paine College 1969 — 1971
Ascension School
Louis D. Brandeis High School
Lower Hudson Valley Center for Empowerment 2012 - Present
Three Squares and A Star Management Group, LLC 2012 - Present
Malcolm Douglas and Associates, Inc. January 2009 - Present
GWN Securities July 2005 - Present
PMG Securities January 1993 - December 1999
The Legend Group January 1987 - December 1992
Franklin United Life Insurance January 1983 - December 1986
MetLife January 1978 - December 1982
Prudential Financial January 1974 - December 1977
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance, Retirement, NYS Notary Public, K-12 403b Markets, New York State Pension, State Pension Systems, Long-term Care
Education
Paine College 1969 — 1971
Paine College 1969 — 1971
Ascension School
Louis D. Brandeis High School
Erika DeBlasi's The Legend Group Experience May 2011 - Present
Job AVP, Marketing at The Legend Group
Industry Financial Services
Experience
The Legend Group May 2011 - Present
Rains Design Group July 2006 - May 2011
Flynn Transportation Services, Inc January 2005 - July 2006
America Media, Inc . June 2001 - January 2005
Skills
Marketing Strategy, Corporate Identity, Creative Direction, Online Marketing, Project Management, Graphic Design, Advertising, Web Design, Graphics, Logo Design, Branding & Identity, Corporate Branding, Web Marketing, In-house Design, Creative Services, Series 7, Certified Retirement..., Illustrator, InDesign, Photoshop, Brochures, Marketing, Nonprofits, General Awesomeness
Education
Florida Atlantic University 2000 — 2004
Bachelor of Fine Arts (BFA), Graphic Design
The Legend Group May 2011 - Present
Rains Design Group July 2006 - May 2011
Flynn Transportation Services, Inc January 2005 - July 2006
America Media, Inc . June 2001 - January 2005
Skills
Marketing Strategy, Corporate Identity, Creative Direction, Online Marketing, Project Management, Graphic Design, Advertising, Web Design, Graphics, Logo Design, Branding & Identity, Corporate Branding, Web Marketing, In-house Design, Creative Services, Series 7, Certified Retirement..., Illustrator, InDesign, Photoshop, Brochures, Marketing, Nonprofits, General Awesomeness
Education
Florida Atlantic University 2000 — 2004
Bachelor of Fine Arts (BFA), Graphic Design
Eric Walsh Eric Walsh's The Legend Group Experience June 2014 - Present
Job Vice President of Information Systems and Information Security Officer at The Legend Group
Industry Financial Services
Experience
The Legend Group June 2014 - Present
The Legend Group January 2012 - May 2014
The Legend Group June 2008 - December 2011
The Legend Group 1995 - May 2008
Skills
IT Management, PMP, MCDBA, Information Security..., CSSGB, ISO 20000, ITIL v3 Foundations..., Network Security, Information Security, Databases, CISSP, Network Architecture, Project Management, Microsoft SQL Server, Requirements Analysis, IIS, CEH, SQL, Microsoft Certified..., SSCP, MCSE, Legacy CNE, Ethical Hacking and..., ISO 27000
Education
Carnegie Mellon University 2010 — 2013
MS, Information Technology, Information Security & Assurance
Florida State University 2008 — 2010
MS, Management Information Systems
University of Florida - Warrington College Of Business 2005 — 2007
MBA, Business Administration
Florida Atlantic University 2000 — 2003
BS, Management Information Systems w/ minor in Electronic Commerce
The Legend Group June 2014 - Present
The Legend Group January 2012 - May 2014
The Legend Group June 2008 - December 2011
The Legend Group 1995 - May 2008
Skills
IT Management, PMP, MCDBA, Information Security..., CSSGB, ISO 20000, ITIL v3 Foundations..., Network Security, Information Security, Databases, CISSP, Network Architecture, Project Management, Microsoft SQL Server, Requirements Analysis, IIS, CEH, SQL, Microsoft Certified..., SSCP, MCSE, Legacy CNE, Ethical Hacking and..., ISO 27000
Education
Carnegie Mellon University 2010 — 2013
MS, Information Technology, Information Security & Assurance
Florida State University 2008 — 2010
MS, Management Information Systems
University of Florida - Warrington College Of Business 2005 — 2007
MBA, Business Administration
Florida Atlantic University 2000 — 2003
BS, Management Information Systems w/ minor in Electronic Commerce
Courtney A. Turnage, CRPC® Courtney A. Turnage, CRPC®'s The Legend Group Experience 2006 - 2014
Job Owner, Financial Advisor
Industry Financial Services
Experience
Turnage Wealth Management August 2006 - Present
The Legend Group 2006 - 2014
The Legend Group 2006 - 2014
PRO Financial July 2004 - August 2006
Education
The University of Texas at San Antonio 2000 — 2006
BBA in Finance
Lomonosov Moscow State University (MSU) 2000 — 2000
Certification, Language and Culture, 4.0
Turnage Wealth Management August 2006 - Present
The Legend Group 2006 - 2014
The Legend Group 2006 - 2014
PRO Financial July 2004 - August 2006
Education
The University of Texas at San Antonio 2000 — 2006
BBA in Finance
Lomonosov Moscow State University (MSU) 2000 — 2000
Certification, Language and Culture, 4.0
Larry D. Deutchman's The Legend Group Experience July 2009 - September 2012
Job Financial Professional
Industry Financial Services
Experience
One Legacy /991 Route 22 w, Bridgewater, NJ September 2014 - Present
Ray Catena Motor Corporation September 2013 - April 2014
Ray Catena Mercedes September 2013 - March 2014
The Legend Group July 2009 - September 2012
VALIC May 1998 - July 2009
Prudential Financial May 1986 - May 1998
Skills
Retirement Planning, Fixed Annuities, Retirement, Long-term Care, Estate Planning, Advise how to handle..., Ability to organize a..., Presenting ideas to an..., ability to make a..., Financial Planning, Finance, Life Insurance, Disability Insurance, Investments, Wealth Management, Mutual Funds, Insurance
Education
Fairleigh Dickinson University 1969 — 1973
BA, Political Science/Business
One Legacy /991 Route 22 w, Bridgewater, NJ September 2014 - Present
Ray Catena Motor Corporation September 2013 - April 2014
Ray Catena Mercedes September 2013 - March 2014
The Legend Group July 2009 - September 2012
VALIC May 1998 - July 2009
Prudential Financial May 1986 - May 1998
Skills
Retirement Planning, Fixed Annuities, Retirement, Long-term Care, Estate Planning, Advise how to handle..., Ability to organize a..., Presenting ideas to an..., ability to make a..., Financial Planning, Finance, Life Insurance, Disability Insurance, Investments, Wealth Management, Mutual Funds, Insurance
Education
Fairleigh Dickinson University 1969 — 1973
BA, Political Science/Business
Hallbrook Polite, Jr.'s The Legend Group Experience July 2002 - November 2013
Job Executive Director Alternative Strategies
Industry Professional Training & Coaching
Experience
Alternative Strategies January 2010 - Present
Rain International 2014 - 2015
The Legend Group July 2002 - November 2013
Atlanta Intervention Network February 2008 - April 2012
AIG September 1999 - July 2002
Allison Mortgage September 1997 - September 1999
Helene Curtis January 1995 - September 1997
Johnson & Johnson 1991 - 1993
Procter & Gamble 1989 - 1991
Skills
Coaching, Training, Leadership, Management, Leadership Development, Public Speaking, Strategic Planning, Team Building, Customer Service, Non-profits, Social Media, Project Management, Organizational..., Management Consulting, Business Analysis, Team Leadership, Sales, Conflict Resolution, Marketing, Nonprofits, Community Outreach
Education
Georgia State University 1993 — 2002
Master of Arts, Sociology
University of Florida 1984 — 1988
Bachelor of Science, Marketing
Alternative Strategies January 2010 - Present
Rain International 2014 - 2015
The Legend Group July 2002 - November 2013
Atlanta Intervention Network February 2008 - April 2012
AIG September 1999 - July 2002
Allison Mortgage September 1997 - September 1999
Helene Curtis January 1995 - September 1997
Johnson & Johnson 1991 - 1993
Procter & Gamble 1989 - 1991
Skills
Coaching, Training, Leadership, Management, Leadership Development, Public Speaking, Strategic Planning, Team Building, Customer Service, Non-profits, Social Media, Project Management, Organizational..., Management Consulting, Business Analysis, Team Leadership, Sales, Conflict Resolution, Marketing, Nonprofits, Community Outreach
Education
Georgia State University 1993 — 2002
Master of Arts, Sociology
University of Florida 1984 — 1988
Bachelor of Science, Marketing
Michelle Chesney Michelle Chesney's The Legend Group Experience 2014 - Present
Job AVP Information Systems at The Legend Group
Industry Financial Services
Experience
The Legend Group 2014 - Present
Legend Group 1998 - Present
Advisory Services 1998 - Present
Legend Advisory Corporation 1998 - Present
Owens Corning 1991 - 1998
Lawson Software 1989 - 1991
Silk Greenhouse 1988 - 1989
Triad Systems 1987 - 1989
Hugin Sweda 1985 - 1987
Skills
IT Management, Databases, Business Analysis, T-SQL, .NET, Software Project..., IBM iSeries, ASP.NET, Microsoft SQL Server, Programming, Business Intelligence, SQL, C#, Visual Basic, Solution Architecture, Software Development, Portfolio Management, Information Security..., System Administration, Requirements Analysis, IIS, Database Design, Project Management, DB2
Education
Bowling Green State University 1980 — 1984
BS, MIS
The Legend Group 2014 - Present
Legend Group 1998 - Present
Advisory Services 1998 - Present
Legend Advisory Corporation 1998 - Present
Owens Corning 1991 - 1998
Lawson Software 1989 - 1991
Silk Greenhouse 1988 - 1989
Triad Systems 1987 - 1989
Hugin Sweda 1985 - 1987
Skills
IT Management, Databases, Business Analysis, T-SQL, .NET, Software Project..., IBM iSeries, ASP.NET, Microsoft SQL Server, Programming, Business Intelligence, SQL, C#, Visual Basic, Solution Architecture, Software Development, Portfolio Management, Information Security..., System Administration, Requirements Analysis, IIS, Database Design, Project Management, DB2
Education
Bowling Green State University 1980 — 1984
BS, MIS
Lucia Lodi Lucia Lodi's The Legend Group Experience September 2003 - Present
Job Retirement Plans Supervisor
Industry Financial Services
Experience
The Legend Group September 2003 - Present
Education
University of Florida 1994 — 1998
Bachelor of Science in Business Administration, Dual Major- Management & Marketing
The Legend Group September 2003 - Present
Education
University of Florida 1994 — 1998
Bachelor of Science in Business Administration, Dual Major- Management & Marketing
Wesley A. Sweigert Wesley A. Sweigert's The Legend Group Experience June 2012 - February 2015
Job Midwest Regional Marketer at Musket Corp.
Industry Oil & Energy
Experience
Musket Corp. October 2015 - Present
Heritage Petroleum LLC April 2014 - September 2015
Independent / Self Employed June 2009 - September 2015
The Legend Group June 2012 - February 2015
Earth First LLC January 2013 - January 2014
Petroleum Traders 2007 - March 2012
Petroleum Traders January 2010 - December 2010
Sweetwater Sound June 2005 - December 2006
Edwards Products October 2002 - April 2005
Fusion Marketing,Incorporated January 2002 - September 2002
Skills
Oil, Energy, Trading, Advertising, Hedging, Biofuels, New Business Development, Investments, Audio, Mining, Social Media, Construction, Podcasting, Marketing Strategy, Promotions, Risk Management, Risk Mitigation, Equities, Options, Insurance, Financial Planning, Sales, Direct Sales, Strategic Financial..., Marketing, Commodity, Account Management, Petroleum
Education
Birkbeck, U. of London 1999 — 2000
International Business, Financial Integration of the EU
Butler University 1997 — 2000
Marketing
Butler University - College of Business Administration 1997 — 2000
Musket Corp. October 2015 - Present
Heritage Petroleum LLC April 2014 - September 2015
Independent / Self Employed June 2009 - September 2015
The Legend Group June 2012 - February 2015
Earth First LLC January 2013 - January 2014
Petroleum Traders 2007 - March 2012
Petroleum Traders January 2010 - December 2010
Sweetwater Sound June 2005 - December 2006
Edwards Products October 2002 - April 2005
Fusion Marketing,Incorporated January 2002 - September 2002
Skills
Oil, Energy, Trading, Advertising, Hedging, Biofuels, New Business Development, Investments, Audio, Mining, Social Media, Construction, Podcasting, Marketing Strategy, Promotions, Risk Management, Risk Mitigation, Equities, Options, Insurance, Financial Planning, Sales, Direct Sales, Strategic Financial..., Marketing, Commodity, Account Management, Petroleum
Education
Birkbeck, U. of London 1999 — 2000
International Business, Financial Integration of the EU
Butler University 1997 — 2000
Marketing
Butler University - College of Business Administration 1997 — 2000
Kevin Geisler Kevin Geisler's The Legend Group Experience December 2014 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
The Legend Group December 2014 - Present
ProEquities May 2012 - May 2014
Wells Fargo Advisors January 2010 - January 2012
The Hartford Life Insurance Co. October 2005 - December 2009
New York Life Insurance Company January 2005 - September 2005
Thrivent Financial for Lutherans October 2001 - January 2005
Skills
Retirement Planning, Wealth Management, Long Term Care Insurance, Wealth Accumulation..., Multi-generational..., Intergenerational...
Education
Eureka College 1993 — 1995
Bachelor of Arts (B.A.) Education - History
The Legend Group December 2014 - Present
ProEquities May 2012 - May 2014
Wells Fargo Advisors January 2010 - January 2012
The Hartford Life Insurance Co. October 2005 - December 2009
New York Life Insurance Company January 2005 - September 2005
Thrivent Financial for Lutherans October 2001 - January 2005
Skills
Retirement Planning, Wealth Management, Long Term Care Insurance, Wealth Accumulation..., Multi-generational..., Intergenerational...
Education
Eureka College 1993 — 1995
Bachelor of Arts (B.A.) Education - History
Tara Englert Tara Englert's The Legend Group Experience June 2014 - Present
Job Receptionist at The Legend Group
Industry Investment Banking
Experience
The Legend Group June 2014 - Present
Bank of America January 2012 - June 2014
Millionhair Salon and Day Spa August 2003 - January 2013
Bank of America January 2011 - January 2012
Skills
Retail Banking, Loans, Banking, Commercial Banking, Credit, Customer Service, Training
Education
State University of New York College at Buffalo 2006 — 2008
Bachelor of Science (B.S.), Health and Wellness, General
State University of New York College at Buffalo
The Legend Group June 2014 - Present
Bank of America January 2012 - June 2014
Millionhair Salon and Day Spa August 2003 - January 2013
Bank of America January 2011 - January 2012
Skills
Retail Banking, Loans, Banking, Commercial Banking, Credit, Customer Service, Training
Education
State University of New York College at Buffalo 2006 — 2008
Bachelor of Science (B.S.), Health and Wellness, General
State University of New York College at Buffalo
Chuck Swingle's The Legend Group Experience July 2015 - Present
Job Financial Advisor at The Legend Group
Industry Financial Services
Experience
The Legend Group July 2015 - Present
Skills
Series 7
Education
University of Cincinnati 2003 — 2007
Bachelor of Business Administration (BBA), Marketing, Real Estate, Management
University of Cincinnati College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Madeira 1999 — 2003
The Legend Group July 2015 - Present
Skills
Series 7
Education
University of Cincinnati 2003 — 2007
Bachelor of Business Administration (BBA), Marketing, Real Estate, Management
University of Cincinnati College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Madeira 1999 — 2003
Nicholas Constantino Nicholas Constantino's The Legend Group Experience 2013 - July 2015
Job Business Development Professional
Industry Information Technology and Services
Experience
The Legend Group 2013 - July 2015
CDW 2012 - 2013
Ingram Micro 2011 - 2012
Unos Chicago Bar & Grill 2008 - 2010
Classic V Banquet Hall 2006 - 2007
Skills
Series 7, Microsoft Excel, Microsoft Word
Education
University at Buffalo 2006 — 2008
Bachelor of Business Administration (B.B.A.)
The Legend Group 2013 - July 2015
CDW 2012 - 2013
Ingram Micro 2011 - 2012
Unos Chicago Bar & Grill 2008 - 2010
Classic V Banquet Hall 2006 - 2007
Skills
Series 7, Microsoft Excel, Microsoft Word
Education
University at Buffalo 2006 — 2008
Bachelor of Business Administration (B.B.A.)
Eric Shupe, CRC's The Legend Group Experience November 2010 - Present
Job Financial Advisor, CRC
Industry Financial Services
Experience
The Legend Group November 2010 - Present
VALIC June 2000 - November 2010
Education
University of Kentucky
The Legend Group November 2010 - Present
VALIC June 2000 - November 2010
Education
University of Kentucky
Christiana Tiburzi's The Legend Group Experience May 2013 - August 2013
Job Marketing Intern
Industry Marketing and Advertising
Experience
Holt Brothers Inc. 2015 - Present
Stewart October 2014 - May 2015
Holt Brothers Inc. 2015 - 2015
The Legend Group May 2013 - August 2013
Wegmans Food Markets March 2011 - August 2013
Skills
Teamwork, Social Networking, Time Management, Social Media, Facebook, Microsoft Excel, Microsoft Word, PowerPoint, English, Leadership, Marketing, Event Planning, Communication, Strategy, Team Leadership
Education
North Carolina State University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing, Junior
North Carolina State University 2012 — 2016
Bachelor of Arts (B.A.), Organizational Communication, General, Junior
Holt Brothers Inc. 2015 - Present
Stewart October 2014 - May 2015
Holt Brothers Inc. 2015 - 2015
The Legend Group May 2013 - August 2013
Wegmans Food Markets March 2011 - August 2013
Skills
Teamwork, Social Networking, Time Management, Social Media, Facebook, Microsoft Excel, Microsoft Word, PowerPoint, English, Leadership, Marketing, Event Planning, Communication, Strategy, Team Leadership
Education
North Carolina State University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing, Junior
North Carolina State University 2012 — 2016
Bachelor of Arts (B.A.), Organizational Communication, General, Junior
John Kirkgard John Kirkgard's The Legend Group Experience January 1991 - January 1998
Job Owner, J Dyhr Capital
Industry Investment Management
Experience
J. Dyhr Capital February 2002 - Present
Coach/Education October 1980 - June 2011
JNL Consulting Services January 1998 - February 2002
The Legend Group January 1991 - January 1998
Skills
Financial Advisory, Strategic Financial..., Asset Management, Investment Manageent, Wealth Management..., Customer Service, Public Speaking, Nonprofits, Community Outreach, Leadership, Public Relations, Baseball, Investments
Education
California Lutheran University 1986 — 1987
Master's, Business Administration
Westmont College 1977 — 1980
Bachelor of Arts (B.A.), Economics and Business
J. Dyhr Capital February 2002 - Present
Coach/Education October 1980 - June 2011
JNL Consulting Services January 1998 - February 2002
The Legend Group January 1991 - January 1998
Skills
Financial Advisory, Strategic Financial..., Asset Management, Investment Manageent, Wealth Management..., Customer Service, Public Speaking, Nonprofits, Community Outreach, Leadership, Public Relations, Baseball, Investments
Education
California Lutheran University 1986 — 1987
Master's, Business Administration
Westmont College 1977 — 1980
Bachelor of Arts (B.A.), Economics and Business
Ken Swansegar Ken Swansegar's The Legend Group Experience January 2011 - Present
Job Registered representative at The Legend Group
Industry Financial Services
Experience
The Legend Group January 2011 - Present
VALIC June 1987 - October 2010
Skills
Estate Planning, Series 7, Securities, Disability Insurance, Strategic Financial..., Financial Planners, Investments, Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, Investment Advisory, Insurance, Life Insurance, Series 63, 401k, Financial Services, Asset Allocation, IRAs, Wealth Management, Series 6, Financial Advisory, Finance, Portfolio Management, Long-term Care, Asset Management, Term Life Insurance, Financial Planning
Education
Lakeland Community College
Business Administration and Management, General
The Legend Group January 2011 - Present
VALIC June 1987 - October 2010
Skills
Estate Planning, Series 7, Securities, Disability Insurance, Strategic Financial..., Financial Planners, Investments, Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, Investment Advisory, Insurance, Life Insurance, Series 63, 401k, Financial Services, Asset Allocation, IRAs, Wealth Management, Series 6, Financial Advisory, Finance, Portfolio Management, Long-term Care, Asset Management, Term Life Insurance, Financial Planning
Education
Lakeland Community College
Business Administration and Management, General
Carrie Hosenfeld Carrie Hosenfeld's The Legend Group Experience February 2002 - August 2005
Job Executive Assistant / Scheduling Coordinator at Freed Maxick ABL Services, LLC
Industry Accounting
Experience
Freed Maxick ABL Services, LLC September 2005 - Present
The Legend Group February 2002 - August 2005
Skills
Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Accounts Receivable, Administrative..., Time Management, Invoicing, Leadership, Customer Service, PowerPoint, Access, Budgets, Professional..., Skilled Multi-tasker, Professional Writing, High Level Of Accuracy, Accounts Payable, Project Management, Executive Office..., Account Management, Confidentiality, Onboarding, Business Travel, Travel Arrangements, Expense Reports, Administrative...
Education
Rochester Institute of Technology 2000 — 2002
Business, Management, Marketing, and Related Support Services
Monroe Community College 1998 — 2000
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Penfield High School 1994 — 1998
Freed Maxick ABL Services, LLC September 2005 - Present
The Legend Group February 2002 - August 2005
Skills
Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Accounts Receivable, Administrative..., Time Management, Invoicing, Leadership, Customer Service, PowerPoint, Access, Budgets, Professional..., Skilled Multi-tasker, Professional Writing, High Level Of Accuracy, Accounts Payable, Project Management, Executive Office..., Account Management, Confidentiality, Onboarding, Business Travel, Travel Arrangements, Expense Reports, Administrative...
Education
Rochester Institute of Technology 2000 — 2002
Business, Management, Marketing, and Related Support Services
Monroe Community College 1998 — 2000
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Penfield High School 1994 — 1998
Billy W Allen,'s The Legend Group Experience March 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
The Legend Group March 2015 - Present
Merrill Lynch September 2012 - January 2015
Edward Jones 2008 - 2012
Skills
Series 7, Life Insurance, Estate Planning, Investments, Retirement Planning, Wealth Management..., 401k, Retirement, IRAs, Wealth Accumulation, Long Term Care Insurance, Asset Managment, High Net Worth..., Uniform Combined State..., Asset Management, Finance, 401k Rollovers, Asset Allocation, Mutual Funds, Wealth Management, Series 63
Education
Oklahoma State University 1994 — 1997
Business Administration and Management, General
The Legend Group March 2015 - Present
Merrill Lynch September 2012 - January 2015
Edward Jones 2008 - 2012
Skills
Series 7, Life Insurance, Estate Planning, Investments, Retirement Planning, Wealth Management..., 401k, Retirement, IRAs, Wealth Accumulation, Long Term Care Insurance, Asset Managment, High Net Worth..., Uniform Combined State..., Asset Management, Finance, 401k Rollovers, Asset Allocation, Mutual Funds, Wealth Management, Series 63
Education
Oklahoma State University 1994 — 1997
Business Administration and Management, General
Raman Luthra Raman Luthra's The Legend Group Experience January 2008 - January 2011
Job Employee Benefits Consultant at Lawley Benefits Group, LLC
Industry Financial Services
Experience
Lawley Benefits Group, LLC December 2014 - Present
EMS 2010 - November 2014
The Legend Group January 2008 - January 2011
Skills
Retirement Planning, Insurance, Retirement, Strategic Financial..., Fixed Annuities, Health Insurance, Life Insurance, Long-term Care, Employee Benefits, Disability Insurance, Customer Service, Financial Analysis, Financial Planning, Mutual Funds, Investments, Management, Sales, Strategic Planning, Team Building, Term Life Insurance, Wealth Management
Education
The George Washington University - School of Business 2003 — 2007
BA, Marketing
Lawley Benefits Group, LLC December 2014 - Present
EMS 2010 - November 2014
The Legend Group January 2008 - January 2011
Skills
Retirement Planning, Insurance, Retirement, Strategic Financial..., Fixed Annuities, Health Insurance, Life Insurance, Long-term Care, Employee Benefits, Disability Insurance, Customer Service, Financial Analysis, Financial Planning, Mutual Funds, Investments, Management, Sales, Strategic Planning, Team Building, Term Life Insurance, Wealth Management
Education
The George Washington University - School of Business 2003 — 2007
BA, Marketing
Donna Caloia, CMP Donna Caloia, CMP's The Legend Group Experience July 2008 - Present
Job Enhancing Lives Through the Power of Events
Industry Financial Services
Experience
The Legend Group July 2008 - Present
Enhanced Business Solutions - Impact Leadership Network 2006 - 2008
Lost Tree Realty 2001 - 2006
Live Interactive PC Speech 1993 - 2000
Skills
Trade Shows, Event Management, Marketing Strategy, Corporate Events, Marketing, Budgets, Online Marketing, Team Building, Contract Negotiation, Digital Marketing, Marketing Communications, Training, Travel Management, Strategic Planning, Email Marketing, Hotels, Sales Management, Project Management, Fundraisers, Cvent, Sponsorship Sales, Business Networking, Salesforce.com, Online Registration, Incentive Travel, Training Program..., Budgeting, Conference Management, Trade Show Management, Hotel Contract..., Activity Planning, Professional Networking, Surveys, Video Conferencing, Talent Booking, Vendor Relationships, Leadership Retreats, Educational Workshops, Sponsorship Programs, Sponsorship Relations, Agenda Development, Mobile Technology, Conference Engagement...
Education
Manhattan College 1980 — 1983
BS, Management & Marketing
The Legend Group July 2008 - Present
Enhanced Business Solutions - Impact Leadership Network 2006 - 2008
Lost Tree Realty 2001 - 2006
Live Interactive PC Speech 1993 - 2000
Skills
Trade Shows, Event Management, Marketing Strategy, Corporate Events, Marketing, Budgets, Online Marketing, Team Building, Contract Negotiation, Digital Marketing, Marketing Communications, Training, Travel Management, Strategic Planning, Email Marketing, Hotels, Sales Management, Project Management, Fundraisers, Cvent, Sponsorship Sales, Business Networking, Salesforce.com, Online Registration, Incentive Travel, Training Program..., Budgeting, Conference Management, Trade Show Management, Hotel Contract..., Activity Planning, Professional Networking, Surveys, Video Conferencing, Talent Booking, Vendor Relationships, Leadership Retreats, Educational Workshops, Sponsorship Programs, Sponsorship Relations, Agenda Development, Mobile Technology, Conference Engagement...
Education
Manhattan College 1980 — 1983
BS, Management & Marketing
Tim Maghoney Tim Maghoney's The Legend Group Experience April 2014 - December 2014
Job Sales Development Representative (SDR) at Revel Systems iPad POS
Industry Computer Software
Experience
Revel Systems iPad POS August 2015 - Present
The Legend Group April 2014 - December 2014
Pima Prevention Partnership January 2014 - May 2014
Sherwin Williams January 2013 - November 2013
Hastings Island Preserve September 2010 - April 2011
Skills
Microsoft Office, Social Networking, Customer Service, Social Media, Leadership, Microsoft Excel, Public Speaking
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor of Science in Business Administration (BSBA)
Rio Vista High School 2007 — 2011
Revel Systems iPad POS August 2015 - Present
The Legend Group April 2014 - December 2014
Pima Prevention Partnership January 2014 - May 2014
Sherwin Williams January 2013 - November 2013
Hastings Island Preserve September 2010 - April 2011
Skills
Microsoft Office, Social Networking, Customer Service, Social Media, Leadership, Microsoft Excel, Public Speaking
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor of Science in Business Administration (BSBA)
Rio Vista High School 2007 — 2011
Russel Sands Russel Sands's The Legend Group Experience February 1982 - 2013
Job Certified Retirement Counselor ® and Regional Coordinator at The Legend Group
Industry Financial Services
Experience
The Legend Group February 1982 - 2013
Skills
Fixed Annuities, Insurance, Life Insurance, Mutual Funds, Retirement, Series 7, Strategic Financial...
Education
Towson University 1976 — 1981
Bachelor of Science, Business
The Legend Group February 1982 - 2013
Skills
Fixed Annuities, Insurance, Life Insurance, Mutual Funds, Retirement, Series 7, Strategic Financial...
Education
Towson University 1976 — 1981
Bachelor of Science, Business
Linda Chopin Linda Chopin's The Legend Group Experience July 2014 - Present
Job Experienced Sr. Executive Assistant
Industry Financial Services
Experience
The Legend Group July 2014 - Present
STEPHENS INC. - Private Investment Banking Firm August 2008 - March 2011
CITIGROUP GLOBAL MARKETS INC December 2001 - March 2008
MERRILL LYNCH & CO August 1987 - April 2001
Skills
Accounting, Due Diligence, Banking, Finance, Investment Banking, Investments, Management, Financial Analysis, Portfolio Management, Risk Management, Internal Audit, Securities
Education
St. Petersburg College 1984 — 1990
General
The Legend Group July 2014 - Present
STEPHENS INC. - Private Investment Banking Firm August 2008 - March 2011
CITIGROUP GLOBAL MARKETS INC December 2001 - March 2008
MERRILL LYNCH & CO August 1987 - April 2001
Skills
Accounting, Due Diligence, Banking, Finance, Investment Banking, Investments, Management, Financial Analysis, Portfolio Management, Risk Management, Internal Audit, Securities
Education
St. Petersburg College 1984 — 1990
General
Vere Reynolds-Hale Vere Reynolds-Hale's The Legend Group Experience March 2013 - April 2014
Job Senior Vice President, Business Strategy at Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Griffin Capital Securities, Inc. August 2014 - Present
Kits For Africa 2010 - Present
The Legend Group March 2013 - April 2014
First Allied Securities November 2007 - January 2013
LPL Financial 2003 - 2006
National Planning Holdings, Inc. 2000 - 2003
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2008
BS in Management
Griffin Capital Securities, Inc. August 2014 - Present
Kits For Africa 2010 - Present
The Legend Group March 2013 - April 2014
First Allied Securities November 2007 - January 2013
LPL Financial 2003 - 2006
National Planning Holdings, Inc. 2000 - 2003
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2008
BS in Management
Antonio Fernandez-Salvador LUTCF Antonio Fernandez-Salvador LUTCF's The Legend Group Experience January 2012 - Present
Job Investment Adviser Representative & Branch Manager at The Legend Group
Industry Financial Services
Experience
The Legend Group January 2012 - Present
MetLife August 2006 - January 2012
Horace Mann January 2003 - August 2006
Morgan Stanley February 1999 - March 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Fixed Annuities, Life Insurance, Financial Planners, Long-term Care, Disability Insurance, Small Business, Roth IRA, Financial Services, Personal Finance, Finance, Financial Goals, Retirement, Mutual Funds, IRAs, Series 7, 401k, Series 63, Investment Advisory, FINRA, Variable Annuities, Investment Strategies, Financial Planning
Education
Saint Louis University 1994 — 1996
BS, International Business
University of Illinois at Urbana-Champaign
The Legend Group January 2012 - Present
MetLife August 2006 - January 2012
Horace Mann January 2003 - August 2006
Morgan Stanley February 1999 - March 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Fixed Annuities, Life Insurance, Financial Planners, Long-term Care, Disability Insurance, Small Business, Roth IRA, Financial Services, Personal Finance, Finance, Financial Goals, Retirement, Mutual Funds, IRAs, Series 7, 401k, Series 63, Investment Advisory, FINRA, Variable Annuities, Investment Strategies, Financial Planning
Education
Saint Louis University 1994 — 1996
BS, International Business
University of Illinois at Urbana-Champaign
Michelle Hall Michelle Hall's The Legend Group Experience November 2006 - November 2012
Job Student at Florida Atlantic University
Industry Law Practice
Experience
The Legend Group November 2006 - November 2012
Walgreens July 2001 - September 2006
Skills
Dependable Team Player, Highly motivated..., Close Attention to..., People-oriented, Instructor-led Training, Design Guidelines, Instructional Manuals, Project Management, Time Management, Oral & Written..., Highly detail oriented, Clerical Skills, Work Well Independently, Organization &..., Critical Thinking, Office Administration, Phone Etiquette, Organizational..., Goal Oriented, Always Punctual, Organized Multi-tasker, Social Skills, Customer Service, Public Speaking, Sales, Microsoft Excel, PowerPoint, Team Building, Leadership, Microsoft Word, Event Planning, Strategic Planning, Nonprofits, Microsoft Office, Marketing
Education
Florida Atlantic University 2013 — 2015
Bachelor of Arts (BA), Political Science and Government
Florida Atlantic University 2012 — 2014
Bachelor of Arts (BA), English Language and Literature/Letters
Palm Beach State College 2009 — 2011
Associate of Arts (AA), English Language and Literature/Letters
The Legend Group November 2006 - November 2012
Walgreens July 2001 - September 2006
Skills
Dependable Team Player, Highly motivated..., Close Attention to..., People-oriented, Instructor-led Training, Design Guidelines, Instructional Manuals, Project Management, Time Management, Oral & Written..., Highly detail oriented, Clerical Skills, Work Well Independently, Organization &..., Critical Thinking, Office Administration, Phone Etiquette, Organizational..., Goal Oriented, Always Punctual, Organized Multi-tasker, Social Skills, Customer Service, Public Speaking, Sales, Microsoft Excel, PowerPoint, Team Building, Leadership, Microsoft Word, Event Planning, Strategic Planning, Nonprofits, Microsoft Office, Marketing
Education
Florida Atlantic University 2013 — 2015
Bachelor of Arts (BA), Political Science and Government
Florida Atlantic University 2012 — 2014
Bachelor of Arts (BA), English Language and Literature/Letters
Palm Beach State College 2009 — 2011
Associate of Arts (AA), English Language and Literature/Letters
Matthew Mullin, MBA's The Legend Group Experience August 2015 - Present
Job Financial Advisor at The Legend Group
Industry Financial Services
Experience
The Legend Group August 2015 - Present
Fastenal June 2015 - August 2015
Canisius College Center for Professional Development August 2014 - May 2015
Villa Maria College, Buffalo, NY January 2014 - May 2015
Canisius College January 2011 - December 2013
Multisorb Technologies June 2013 - September 2013
Banchetti by Rizzo's April 2010 - May 2013
Skills
Student Development, Higher Education, Academic Advising
Education
Canisius College 2014 — 2015
Master of Business Administration (MBA), International Business
Canisius College 2010 — 2014
Bachelor of Arts (B.A.), English, Spanish, Summa Cum Laude
The Legend Group August 2015 - Present
Fastenal June 2015 - August 2015
Canisius College Center for Professional Development August 2014 - May 2015
Villa Maria College, Buffalo, NY January 2014 - May 2015
Canisius College January 2011 - December 2013
Multisorb Technologies June 2013 - September 2013
Banchetti by Rizzo's April 2010 - May 2013
Skills
Student Development, Higher Education, Academic Advising
Education
Canisius College 2014 — 2015
Master of Business Administration (MBA), International Business
Canisius College 2010 — 2014
Bachelor of Arts (B.A.), English, Spanish, Summa Cum Laude
Jessica Kovachik, CRPS's The Legend Group Experience February 2001 - Present
Job Independent Banking Professional
Industry Banking
Experience
The Legend Group February 2001 - Present
Education
Palm Beach Atlantic University 1992 — 1996
Bacelor of Arts, Communications and Psychology
College for Financial Planning
CRPS
Connecticut School of Broadcasting
The Legend Group February 2001 - Present
Education
Palm Beach Atlantic University 1992 — 1996
Bacelor of Arts, Communications and Psychology
College for Financial Planning
CRPS
Connecticut School of Broadcasting
Patti McVay Patti McVay's The Legend Group Experience August 2013 - Present
Job Facilities Manager at The Legend Group
Industry Financial Services
Experience
The Legend Group August 2013 - Present
The Legend Group
Skills
Asset Management, Budgets, Investments
Education
Barry University 1988 — 1991
Bachelor's of Professional Studies
The Legend Group August 2013 - Present
The Legend Group
Skills
Asset Management, Budgets, Investments
Education
Barry University 1988 — 1991
Bachelor's of Professional Studies
Darlene Landor Darlene Landor's The Legend Group Experience April 2011 - August 2013
Job Retirement Services Professional
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2014 - Present
The Planning Paradigm, LLC (Project Based/Contract Work) November 2010 - September 2014
Universal American - Today's Options January 2013 - February 2014
The Legend Group April 2011 - August 2013
Cammack LaRhette Consulting February 2005 - July 2009
Citistreet - Retirement Services Division (formerly The Copeland Companies) 1998-2004 2003 - 2004
Citistreet Retirement Services Division 2002 - 2003
Citistreet Retirement Services Division 1998 - 2002
Skills
Retirement, Retirement Planning, Pensions, Life Insurance, Investments, Mutual Funds, Customer Service, Fixed Annuities, 401k, Negotiation, Sales, IRAs, Long-term Care, Small Business, Series 6, Series 63, Series 26, Series 65, 403b, 457 Plans, Medicare Advantage, NYS of Health SHOP..., NYS of Health..., Employee Benefits, Insurance
Education
The Sage Colleges - Russell Sage College
BS, Business Management
The College of Saint Rose
Certified Financial Planner Certificate Program
Transamerica Retirement Solutions September 2014 - Present
The Planning Paradigm, LLC (Project Based/Contract Work) November 2010 - September 2014
Universal American - Today's Options January 2013 - February 2014
The Legend Group April 2011 - August 2013
Cammack LaRhette Consulting February 2005 - July 2009
Citistreet - Retirement Services Division (formerly The Copeland Companies) 1998-2004 2003 - 2004
Citistreet Retirement Services Division 2002 - 2003
Citistreet Retirement Services Division 1998 - 2002
Skills
Retirement, Retirement Planning, Pensions, Life Insurance, Investments, Mutual Funds, Customer Service, Fixed Annuities, 401k, Negotiation, Sales, IRAs, Long-term Care, Small Business, Series 6, Series 63, Series 26, Series 65, 403b, 457 Plans, Medicare Advantage, NYS of Health SHOP..., NYS of Health..., Employee Benefits, Insurance
Education
The Sage Colleges - Russell Sage College
BS, Business Management
The College of Saint Rose
Certified Financial Planner Certificate Program
Daidre J. Bakke Daidre J. Bakke's The Legend Group Experience May 2006 - Present
Job Certified Retirement Counselor ®
Industry Financial Services
Experience
The Legend Group May 2006 - Present
A.G. Edwards May 2000 - November 2002
HealthPartners 1994 - 1998
Skills
Retirement Planning, Investments, Retirement, Insurance, 401k, Mutual Funds, Term Life Insurance, Fixed Annuities, IRAs, Asset Allocation, Series 7, Financial Advisory, Strategic Financial..., 401k Rollovers, Small Business, Investment Advisory, Wealth Accumulation, Portfolio Management
Education
Indiana University-Purdue University at Indianapolis 1989 — 1991
Masters of Science
Concordia College 1984 — 1988
BA
Proctor High School
The Legend Group May 2006 - Present
A.G. Edwards May 2000 - November 2002
HealthPartners 1994 - 1998
Skills
Retirement Planning, Investments, Retirement, Insurance, 401k, Mutual Funds, Term Life Insurance, Fixed Annuities, IRAs, Asset Allocation, Series 7, Financial Advisory, Strategic Financial..., 401k Rollovers, Small Business, Investment Advisory, Wealth Accumulation, Portfolio Management
Education
Indiana University-Purdue University at Indianapolis 1989 — 1991
Masters of Science
Concordia College 1984 — 1988
BA
Proctor High School
Rian Flanagan Rian Flanagan's The Legend Group Experience January 2005 - December 2008
Job Account Executive at Transamerica Las vegas
Industry Information Technology and Services
Experience
Transamerica Las vegas January 2015 - Present
National Alamo Rent a Car June 2014 - Present
Las Vegas Republican Town Hall Group 2003 - Present
Colonial Life July 2013 - July 2014
United Health Group July 2012 - June 2013
New York Life Insurance Company December 2011 - June 2012
Beck & Associates July 2010 - November 2011
Bishop Gorman HS September 2005 - July 2010
The Legend Group January 2005 - December 2008
Mass Mutual Insurance 2003 - 2006
Skills
Fundraising, Purchasing, Database Admin, Telephony, Computer Technology, Nuclear, Insurance, Long-term Care, 401k, Disability Insurance, Fixed Annuities, Employee Benefits, Health Insurance, New Business Development, Life Insurance, Sales
Education
Marist College 1990 — 2007
BS, Integrated Studies
Marist College 1991 — 1992
Cert. In Production Mgt., Production Managament
Niagara University 1964 — 1966
History Ed
Transamerica Las vegas January 2015 - Present
National Alamo Rent a Car June 2014 - Present
Las Vegas Republican Town Hall Group 2003 - Present
Colonial Life July 2013 - July 2014
United Health Group July 2012 - June 2013
New York Life Insurance Company December 2011 - June 2012
Beck & Associates July 2010 - November 2011
Bishop Gorman HS September 2005 - July 2010
The Legend Group January 2005 - December 2008
Mass Mutual Insurance 2003 - 2006
Skills
Fundraising, Purchasing, Database Admin, Telephony, Computer Technology, Nuclear, Insurance, Long-term Care, 401k, Disability Insurance, Fixed Annuities, Employee Benefits, Health Insurance, New Business Development, Life Insurance, Sales
Education
Marist College 1990 — 2007
BS, Integrated Studies
Marist College 1991 — 1992
Cert. In Production Mgt., Production Managament
Niagara University 1964 — 1966
History Ed
Ed Bouwmeester Ed Bouwmeester's The Legend Group Experience 1998 - Present
Job Financial Advisor
Industry Financial Services
Experience
The Legend Group 1998 - Present
Home, Auto and Business Insurance June 2005 - Present
Metro Gallery in Rochester 1985 - 1990
ICE Communications 1983 - 1990
Rochester Institute of Technology 1978 - 1982
Skills
Insurance, Fixed Annuities, Health Insurance
Education
State University of New York Empire State College
Bachelor of Science, Graphics Arts
Kendall College of Art and Design 1972 — 1975
diploma, Illustration
Calvin College 1970 — 1972
East High School
The Legend Group 1998 - Present
Home, Auto and Business Insurance June 2005 - Present
Metro Gallery in Rochester 1985 - 1990
ICE Communications 1983 - 1990
Rochester Institute of Technology 1978 - 1982
Skills
Insurance, Fixed Annuities, Health Insurance
Education
State University of New York Empire State College
Bachelor of Science, Graphics Arts
Kendall College of Art and Design 1972 — 1975
diploma, Illustration
Calvin College 1970 — 1972
East High School
Rebecca Kay Rebecca Kay's The Legend Group Experience June 2001 - May 2008
Job Executive Assistant at EXPRESS
Industry Apparel & Fashion
Experience
EXPRESS October 2011 - Present
Avizent Risk October 2010 - October 2011
Occupational Health Plan July 2008 - October 2010
The Legend Group June 2001 - May 2008
The Legend Group June 1998 - June 2001
Skills
Administrative..., Office Management, Event Planning, Microsoft Office, Online Research, Outlook, Marketing, Windows, Access, PowerPoint, Customer Service, Microsoft Excel, QuickBooks, Time Management, Microsoft Word, Calendars, Social Media, Concur Travel Software, Travel & Expense..., Internet Research, Organizing, Travel Management, Business Travel, BoardVantage
Education
Palm Beach Community College 2006 — 2007
General
EXPRESS October 2011 - Present
Avizent Risk October 2010 - October 2011
Occupational Health Plan July 2008 - October 2010
The Legend Group June 2001 - May 2008
The Legend Group June 1998 - June 2001
Skills
Administrative..., Office Management, Event Planning, Microsoft Office, Online Research, Outlook, Marketing, Windows, Access, PowerPoint, Customer Service, Microsoft Excel, QuickBooks, Time Management, Microsoft Word, Calendars, Social Media, Concur Travel Software, Travel & Expense..., Internet Research, Organizing, Travel Management, Business Travel, BoardVantage
Education
Palm Beach Community College 2006 — 2007
General
Talia Rocha's The Legend Group Experience March 2009 - November 2013
Job Relationship & Marketing Associate
Industry Financial Services
Experience
Callahan & Associates December 2013 - Present
The Legend Group March 2009 - November 2013
First Universal Lending January 2008 - February 2009
Wells Fargo Financial October 2005 - November 2007
Bankers Trust February 2004 - December 2004
Bankers Trust September 2003 - January 2004
Bankers Trust May 2003 - August 2003
The Drake Hotel April 2001 - July 2002
Skills
Sales, Marketing, Microsoft Office, Operations Management, Marketing Strategy, Project Management, Financial Analysis, Mutual Funds, Account Reconciliation, Strategic Planning, Analysis, Management, Human Resources, Insurance, Customer Service, Forecasting, CRM, Training, Event Management, Salesforce.com, Banking, Market Research, Finance, Public Relations, Project Planning, Leadership, Nonprofits, Budgets, Business Planning, Data Analysis, Business Development, Performance Management, Account Management, Business Strategy, Team Building, Risk Management, Sales Management, New Business Development, Team Leadership, Coaching, Process Improvement, Microsoft Excel, Social Media Marketing, Marketing Communications
Education
Drake University 2002 — 2005
BSBA, Marketing and Management with honors
Paris Ecole de Roches 2005 — 2005
French Language Studies
Universidad del Pacífico (PE) 1999 — 2001
General Studies, March 1999- March 2001
Liceo Naval Almirante Guise
Callahan & Associates December 2013 - Present
The Legend Group March 2009 - November 2013
First Universal Lending January 2008 - February 2009
Wells Fargo Financial October 2005 - November 2007
Bankers Trust February 2004 - December 2004
Bankers Trust September 2003 - January 2004
Bankers Trust May 2003 - August 2003
The Drake Hotel April 2001 - July 2002
Skills
Sales, Marketing, Microsoft Office, Operations Management, Marketing Strategy, Project Management, Financial Analysis, Mutual Funds, Account Reconciliation, Strategic Planning, Analysis, Management, Human Resources, Insurance, Customer Service, Forecasting, CRM, Training, Event Management, Salesforce.com, Banking, Market Research, Finance, Public Relations, Project Planning, Leadership, Nonprofits, Budgets, Business Planning, Data Analysis, Business Development, Performance Management, Account Management, Business Strategy, Team Building, Risk Management, Sales Management, New Business Development, Team Leadership, Coaching, Process Improvement, Microsoft Excel, Social Media Marketing, Marketing Communications
Education
Drake University 2002 — 2005
BSBA, Marketing and Management with honors
Paris Ecole de Roches 2005 — 2005
French Language Studies
Universidad del Pacífico (PE) 1999 — 2001
General Studies, March 1999- March 2001
Liceo Naval Almirante Guise
Joy Griggs's The Legend Group Experience April 1994 - June 2010
Job Registered Representative, Retired at The Legend Group
Industry Financial Services
Experience
The Legend Group April 1994 - June 2010
Lake Avenue Church March 1990 - July 1994
Campus Crusade for Christ June 1980 - June 1989
Education
University of California, Los Angeles 1963 — 1966
The Legend Group April 1994 - June 2010
Lake Avenue Church March 1990 - July 1994
Campus Crusade for Christ June 1980 - June 1989
Education
University of California, Los Angeles 1963 — 1966
Mary MacLefko's The Legend Group Experience January 2011 - Present
Job Accountant / Office Manager at John P. Lefko Ltd.
Industry Accounting
Experience
The Legend Group January 2011 - Present
John P. Lefko, Ltd. January 2002 - Present
Skills
Tax Preparation, Tax Returns
Education
St. John Fisher College 2000 — 2001
The Legend Group January 2011 - Present
John P. Lefko, Ltd. January 2002 - Present
Skills
Tax Preparation, Tax Returns
Education
St. John Fisher College 2000 — 2001
Nicole Perron's The Legend Group Experience October 2014 - Present
Job Sr. Graphic Designer at The Legend Group
Industry Graphic Design
Experience
The Legend Group October 2014 - Present
American Media January 2013 - June 2014
The Legend Group June 2011 - December 2012
American Media Inc. September 2006 - June 2011
Boca Raton News 2000 - 2006
Skills
Brochures, Illustrator, Graphics, InDesign, Logo Design, QuarkXPress, Adobe Creative Suite, Art Direction, Magazines, Photoshop, Visual Communication, Illustration, Collateral, Digital Illustration, Layout, Branding, Copy Editing, Adobe Acrobat
Education
Rhode Island School of Design 1995 — 1999
BFA, Illustration
Florida Atlantic University
Liberal Arts and Sciences/Liberal Studies
The Legend Group October 2014 - Present
American Media January 2013 - June 2014
The Legend Group June 2011 - December 2012
American Media Inc. September 2006 - June 2011
Boca Raton News 2000 - 2006
Skills
Brochures, Illustrator, Graphics, InDesign, Logo Design, QuarkXPress, Adobe Creative Suite, Art Direction, Magazines, Photoshop, Visual Communication, Illustration, Collateral, Digital Illustration, Layout, Branding, Copy Editing, Adobe Acrobat
Education
Rhode Island School of Design 1995 — 1999
BFA, Illustration
Florida Atlantic University
Liberal Arts and Sciences/Liberal Studies
Alan P Curley CFP®'s The Legend Group Experience September 2002 - Present
Job Registered Representative at The Legend Group
Industry Financial Services
Experience
The Legend Group September 2002 - Present
CitiStreet November 1999 - September 2002
Skills
Financial Services, Disability Insurance, Qualified Retirement..., Financial Analysis, Employee Benefits
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Economics
The Legend Group September 2002 - Present
CitiStreet November 1999 - September 2002
Skills
Financial Services, Disability Insurance, Qualified Retirement..., Financial Analysis, Employee Benefits
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Economics
John V. Hennessey's The Legend Group Experience May 2004 - February 2006
Job Senior Programmer Analyst
Industry Computer Software
Experience
United States Warranty Corporatio May 2006 - Present
RPG & DB2 Summit March 2015 - March 2015
Code Camp 2015 February 2015 - February 2015
ASNA Palooza 2014 October 2014 - October 2014
Code Camp 2014 February 2014 - February 2014
Atendee April 2012 - April 2012
Code Camp 2012 February 2012 - February 2012
COMMON A Users Group 2010 - 2010
The Legend Group May 2004 - February 2006
City of Lake Worth March 2003 - May 2004
Skills
RPG, IBM iSeries, SQL, IBM AS/400, Software Development, Business Analysis, Business Intelligence, Integration, Visual Basic, Information Technology, Visual Studio, .NET, ASP.NET, SDLC
Education
Florida Institute of Technology 1981 — 1985
BS, Computer Technology
United States Warranty Corporatio May 2006 - Present
RPG & DB2 Summit March 2015 - March 2015
Code Camp 2015 February 2015 - February 2015
ASNA Palooza 2014 October 2014 - October 2014
Code Camp 2014 February 2014 - February 2014
Atendee April 2012 - April 2012
Code Camp 2012 February 2012 - February 2012
COMMON A Users Group 2010 - 2010
The Legend Group May 2004 - February 2006
City of Lake Worth March 2003 - May 2004
Skills
RPG, IBM iSeries, SQL, IBM AS/400, Software Development, Business Analysis, Business Intelligence, Integration, Visual Basic, Information Technology, Visual Studio, .NET, ASP.NET, SDLC
Education
Florida Institute of Technology 1981 — 1985
BS, Computer Technology
John Wesenberg's The Legend Group Experience August 2010 - April 2011
Job Area Manager at United Auto Credit Corporation
Industry Banking
Experience
United Auto Credit Corporation March 2014 - Present
FirstMerit Bank April 2011 - February 2014
The Legend Group August 2010 - April 2011
jr 2007 - August 2010
AmTrust Bank 2003 - 2007
Bay View Capitol Corporation 2002 - 2003
Marshall & Ilsley Bank 2000 - 2002
Banc One Credit Company 1991 - 2000
Skills
Leadership, Marketing, Customer Retention, Sales Management, Sales, Strategy, Training, Marketing Strategy, Team Building, Strategic Planning, Forecasting
Education
University of Phoenix
MBA, Business Administration, 3.9 GPA
Grand Valley State University
BS, Biomedical Communications
United Auto Credit Corporation March 2014 - Present
FirstMerit Bank April 2011 - February 2014
The Legend Group August 2010 - April 2011
jr 2007 - August 2010
AmTrust Bank 2003 - 2007
Bay View Capitol Corporation 2002 - 2003
Marshall & Ilsley Bank 2000 - 2002
Banc One Credit Company 1991 - 2000
Skills
Leadership, Marketing, Customer Retention, Sales Management, Sales, Strategy, Training, Marketing Strategy, Team Building, Strategic Planning, Forecasting
Education
University of Phoenix
MBA, Business Administration, 3.9 GPA
Grand Valley State University
BS, Biomedical Communications
Rachael Stephens's The Legend Group Experience May 2008 - June 2013
Job Independent Consultant
Industry Financial Services
Experience
Self June 2013 - Present
The Legend Group May 2008 - June 2013
FINRA (formerly NASD) December 2006 - April 2008
The Legend Group February 2004 - November 2006
Gleim Publications 2002 - 2004
Skills
Leadership, FINRA, Securities
Education
University of Florida 2001 — 2003
B.S., Journalism
Self June 2013 - Present
The Legend Group May 2008 - June 2013
FINRA (formerly NASD) December 2006 - April 2008
The Legend Group February 2004 - November 2006
Gleim Publications 2002 - 2004
Skills
Leadership, FINRA, Securities
Education
University of Florida 2001 — 2003
B.S., Journalism
Jill Stone's The Legend Group Experience January 2013 - Present
Job Creative Brain 4 Hire
Industry Design
Experience
AAG - Automotive Ad Group October 2014 - Present
The Legend Group January 2013 - Present
Creative Brain 4 Hire September 1993 - August 2014
Cotton & Company 2012 - 2013
dg Communications Group October 2008 - December 2010
Brown Parker & DeMarinis Advertising May 2008 - October 2008
Blue Wave Design February 2008 - October 2008
South Florida Business Journal August 2004 - December 2007
Skills
Layout, Graphic Design, Illustration, Creative Direction, Photo Art Direction, Logos, Corporate Identity, Logo Design, Catalogs, Brochures, Adobe Creative Suite, InDesign, Illustrator, Photography, Creative Development, Advertising, Photoshop, Art Direction, Typography, Posters, Graphics, Visual Communication, Print Production, QuarkXPress, Pre-press, Book Design, Invitations, Print Collateral, Stationery, Business Cards, Flyers, Digital Illustration, Banners, Vector Illustration, Visual, Print Collateral Design, Communication Design, Brand Development, Adobe Acrobat, Magazine Design, Concept Development, Press Checks, Art, Dreamweaver, WordPress, Web Design, Website Development, Corporate Branding, Branding & Identity, Marketing
Education
Art Institute of Philadelphia 1985 — 1986
Associates Degree, Graphic Design and Communications
University of The Arts 1982 — 1985
AAG - Automotive Ad Group October 2014 - Present
The Legend Group January 2013 - Present
Creative Brain 4 Hire September 1993 - August 2014
Cotton & Company 2012 - 2013
dg Communications Group October 2008 - December 2010
Brown Parker & DeMarinis Advertising May 2008 - October 2008
Blue Wave Design February 2008 - October 2008
South Florida Business Journal August 2004 - December 2007
Skills
Layout, Graphic Design, Illustration, Creative Direction, Photo Art Direction, Logos, Corporate Identity, Logo Design, Catalogs, Brochures, Adobe Creative Suite, InDesign, Illustrator, Photography, Creative Development, Advertising, Photoshop, Art Direction, Typography, Posters, Graphics, Visual Communication, Print Production, QuarkXPress, Pre-press, Book Design, Invitations, Print Collateral, Stationery, Business Cards, Flyers, Digital Illustration, Banners, Vector Illustration, Visual, Print Collateral Design, Communication Design, Brand Development, Adobe Acrobat, Magazine Design, Concept Development, Press Checks, Art, Dreamweaver, WordPress, Web Design, Website Development, Corporate Branding, Branding & Identity, Marketing
Education
Art Institute of Philadelphia 1985 — 1986
Associates Degree, Graphic Design and Communications
University of The Arts 1982 — 1985
Todd Mungin's The Legend Group Experience December 2005 - August 2006
Job Independent
Industry Financial Services
Experience
Self Employed January 2015 - Present
JP Morgan Securities, LLC. April 2011 - January 2015
JPMorgan Chase September 2009 - March 2011
Citibank, NA August 2006 - March 2008
The Legend Group December 2005 - August 2006
The Prudential Insurance Company November 1996 - November 2005
Education
Lincoln University 1979 — 1983
Bachelor of Science (B.S.), Business Adminstration
Self Employed January 2015 - Present
JP Morgan Securities, LLC. April 2011 - January 2015
JPMorgan Chase September 2009 - March 2011
Citibank, NA August 2006 - March 2008
The Legend Group December 2005 - August 2006
The Prudential Insurance Company November 1996 - November 2005
Education
Lincoln University 1979 — 1983
Bachelor of Science (B.S.), Business Adminstration
Nick Hankerson's The Legend Group Experience 2010 - Present
Job Financial Advisor at The Legend Group
Industry Financial Services
Experience
The Legend Group 2010 - Present
Education
Oregon State University 2002 — 2006
Business, Finance, Economics
The Legend Group 2010 - Present
Education
Oregon State University 2002 — 2006
Business, Finance, Economics
Katia Sanderson's The Legend Group Experience February 2002 - January 2004
Job Contractor at Old Dominion Freight Line
Industry Transportation/Trucking/Railroad
Experience
Old Dominion Freight Line September 2014 - Present
Books A Million September 2012 - October 2014
Hibbett Sporting Goods March 2013 - May 2014
Books A Million April 2009 - August 2012
Books A Million April 2007 - April 2009
Books A Million January 2004 - April 2007
The Legend Group February 2002 - January 2004
Sports Authority June 1997 - February 2002
SignOn Consulting 1998 - 2002
Skills
RPG, ILE, SQL, AS400, Managerial Experience, Project Coordination, Software Project..., Requirements Analysis, JDA
Education
Universidad APEC
Bachelor's degree, Information Technology
Old Dominion Freight Line September 2014 - Present
Books A Million September 2012 - October 2014
Hibbett Sporting Goods March 2013 - May 2014
Books A Million April 2009 - August 2012
Books A Million April 2007 - April 2009
Books A Million January 2004 - April 2007
The Legend Group February 2002 - January 2004
Sports Authority June 1997 - February 2002
SignOn Consulting 1998 - 2002
Skills
RPG, ILE, SQL, AS400, Managerial Experience, Project Coordination, Software Project..., Requirements Analysis, JDA
Education
Universidad APEC
Bachelor's degree, Information Technology
Martin Smulison's The Legend Group Experience September 1984 - Present
Job Proprietor at Martin Smulison, CPA
Industry Financial Services
Experience
The Legend Group September 1984 - Present
Martin Smulison, CPA 1981 - Present
Education
City University of New York-Brooklyn College 1971 — 1975
bachelor of science, accounting
The Legend Group September 1984 - Present
Martin Smulison, CPA 1981 - Present
Education
City University of New York-Brooklyn College 1971 — 1975
bachelor of science, accounting
James Fasolino's The Legend Group Experience September 2008 - Present
Job Financial Adviser at The Legend Group
Industry Financial Services
Experience
The Legend Group September 2008 - Present
Self Employed May 2008 - Present
Women's Medical Center, Inc October 2010 - October 2011
Pederson-Krag Center, Inc January 2010 - October 2010
Daily Racing Form LLC January 2006 - April 2008
Wartburg Lutheran Services, Inc November 2004 - August 2005
Capitol Health Management, Inc December 1998 - November 2004
Kenneth Leventhal & Co. 1988 - 1991
Skills
Financial Reporting, Accounting, Sales Tax
Education
Hofstra University 1984 — 1988
BBA, Accounting
Hofstra University 1984 — 1988
Bachelor, Business Administration; Accounting
The Legend Group September 2008 - Present
Self Employed May 2008 - Present
Women's Medical Center, Inc October 2010 - October 2011
Pederson-Krag Center, Inc January 2010 - October 2010
Daily Racing Form LLC January 2006 - April 2008
Wartburg Lutheran Services, Inc November 2004 - August 2005
Capitol Health Management, Inc December 1998 - November 2004
Kenneth Leventhal & Co. 1988 - 1991
Skills
Financial Reporting, Accounting, Sales Tax
Education
Hofstra University 1984 — 1988
BBA, Accounting
Hofstra University 1984 — 1988
Bachelor, Business Administration; Accounting
Denis Corridan's The Legend Group Experience November 1994 - Present
Job Financial Advisor at The Legend Group
Industry Financial Services
Experience
The Legend Group November 1994 - Present
Skills
IRAs, Long-term Care, Life Insurance, Retirement, Fixed Annuities, 403b's and Tax..., Mutual Funds, Stocks and Bond, Variable Annuities
Education
City University of NY
Bachelor's degree, Psychology
Queensborough Community College
Associate of Arts (AA)
The Legend Group November 1994 - Present
Skills
IRAs, Long-term Care, Life Insurance, Retirement, Fixed Annuities, 403b's and Tax..., Mutual Funds, Stocks and Bond, Variable Annuities
Education
City University of NY
Bachelor's degree, Psychology
Queensborough Community College
Associate of Arts (AA)
Robert Moore, Investment Adviser Representative's The Legend Group Experience June 2000 - Present
Job Legend Advisory Corporation
Industry Financial Services
Experience
The Legend Group June 2000 - Present
Education
University of Arizona 1979 — 1984
Business, General Business
Salpointe
Salpointe
The Legend Group June 2000 - Present
Education
University of Arizona 1979 — 1984
Business, General Business
Salpointe
Salpointe
CORY CAMPANA's The Legend Group Experience 2005 - 2006
Job Stock Trader at Self Employed
Industry Financial Services
Experience
Self Employed 2010 - Present
Raymond James 2008 - 2010
Raymond James Financial Inc. 2007 - 2008
Franklin Templeton Investments 2006 - 2007
The Legend Group 2005 - 2006
Skills
Developing New Clients, Purchasing Stocks, Analysis, Troubleshooting, New Program Launches, Testing for Quality, Providing Support to..., Working with Outside..., Project Management, Presentations, Research, Market Monitoring, Building Relationships, Teamwork, implementing new..., Establishing Processes, Microsoft Office, FiServ APL
Education
University of South Florida - College of Business Administration 2000 — 2004
Bachelor of Business Administration (BBA), Economics
Self Employed 2010 - Present
Raymond James 2008 - 2010
Raymond James Financial Inc. 2007 - 2008
Franklin Templeton Investments 2006 - 2007
The Legend Group 2005 - 2006
Skills
Developing New Clients, Purchasing Stocks, Analysis, Troubleshooting, New Program Launches, Testing for Quality, Providing Support to..., Working with Outside..., Project Management, Presentations, Research, Market Monitoring, Building Relationships, Teamwork, implementing new..., Establishing Processes, Microsoft Office, FiServ APL
Education
University of South Florida - College of Business Administration 2000 — 2004
Bachelor of Business Administration (BBA), Economics
Lou Deppas's The Legend Group Experience
Job Registered Representative at The Legend Group
Industry Financial Services
Experience
The Legend Group
Skills
Process Improvement, 401k, Retirement Planning, Retirement, Fixed Annuities, Mutual Funds
Education
State University of New York College at Fredonia
The Legend Group
Skills
Process Improvement, 401k, Retirement Planning, Retirement, Fixed Annuities, Mutual Funds
Education
State University of New York College at Fredonia
Sandra Romanac's The Legend Group Experience January 1997 - January 2000
Job Client Services Consultant at Wells Fargo Family Wealth
Industry Banking
Experience
Abbot Downing May 2012 - Present
Wells Fargo Family Wealth 2003 - May 2012
Wachovia Bank 2000 - 2012
The Legend Group January 1997 - January 2000
Education
Salem College 2003 — 2008
Bachelor of Arts, Arts management
Abbot Downing May 2012 - Present
Wells Fargo Family Wealth 2003 - May 2012
Wachovia Bank 2000 - 2012
The Legend Group January 1997 - January 2000
Education
Salem College 2003 — 2008
Bachelor of Arts, Arts management
Ricky Tatar's The Legend Group Experience January 2009 - May 2009
Job Product Portfolio Manager at LiDestri Spirits
Industry Food & Beverages
Experience
LiDestri Spirits January 2015 - Present
Camp Good Days & Special Times 2014 - Present
LiDestri Spirits May 2007 - December 2014
LiDestri Spirits October 2010 - August 2012
LiDestri Foods, Inc May 2009 - September 2010
The Legend Group January 2009 - May 2009
St. John Fisher College Residential Life August 2006 - January 2008
Skills
Food & Beverage, Food, Manufacturing, New Business Development, Microsoft Office, Account Management, Product Development, Inventory Management, Sales, Marketing, Management, Brand Management, Sales Management, Contract Manufacturing, Wine & Spirits Industry, Market Pricing, Sales Presentations, Data Analysis, Spreadsheets, Cross-functional Team...
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
St. John Fisher College 2005 — 2009
BS, Management - Corporate Finance, Minor - Economics
University of the South Pacific 2008 — 2008
Management, Fijian Culture
Macquarie University 2007 — 2007
BS, Management, Corporate Finance
LiDestri Spirits January 2015 - Present
Camp Good Days & Special Times 2014 - Present
LiDestri Spirits May 2007 - December 2014
LiDestri Spirits October 2010 - August 2012
LiDestri Foods, Inc May 2009 - September 2010
The Legend Group January 2009 - May 2009
St. John Fisher College Residential Life August 2006 - January 2008
Skills
Food & Beverage, Food, Manufacturing, New Business Development, Microsoft Office, Account Management, Product Development, Inventory Management, Sales, Marketing, Management, Brand Management, Sales Management, Contract Manufacturing, Wine & Spirits Industry, Market Pricing, Sales Presentations, Data Analysis, Spreadsheets, Cross-functional Team...
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
St. John Fisher College 2005 — 2009
BS, Management - Corporate Finance, Minor - Economics
University of the South Pacific 2008 — 2008
Management, Fijian Culture
Macquarie University 2007 — 2007
BS, Management, Corporate Finance
Gary Mendelow's The Legend Group Experience February 2013 - Present
Job CERTIFIED FINANCIAL PLANNER™ at The Legend Group
Industry Financial Services
Experience
The Legend Group February 2013 - Present
Investment Centers of America 2008 - 2013
Education
Syracuse University 1981 — 1985
Bachelor's degree, Broadcast Journalism and Political Science
The Legend Group February 2013 - Present
Investment Centers of America 2008 - 2013
Education
Syracuse University 1981 — 1985
Bachelor's degree, Broadcast Journalism and Political Science
Chris Willoughby's The Legend Group Experience March 2011 - Present
Job Internal Sales Coordinator at The Legend Group
Industry Financial Services
Experience
The Legend Group March 2011 - Present
Legend Equities January 2010 - Present
Society For Financial Awareness 2008 - 2009
Education
Kenyon College
B.A., History, Legal Studies, Public Policy, Humanities
The Legend Group March 2011 - Present
Legend Equities January 2010 - Present
Society For Financial Awareness 2008 - 2009
Education
Kenyon College
B.A., History, Legal Studies, Public Policy, Humanities
Debra Beckers's The Legend Group Experience 1997 - 2006
Job Accountant at PGA of America
Industry Sports
Experience
PGA of America July 2007 - Present
The Legend Group 1997 - 2006
Skills
Account Reconciliation, Financial Accounting, Accounting, Financial Analysis, Financial Reporting, Accounts Payable, QuickBooks, General Ledger
Education
Auburn University 1992 — 1996
BS, Accountancy
PGA of America July 2007 - Present
The Legend Group 1997 - 2006
Skills
Account Reconciliation, Financial Accounting, Accounting, Financial Analysis, Financial Reporting, Accounts Payable, QuickBooks, General Ledger
Education
Auburn University 1992 — 1996
BS, Accountancy
Elizabeth Greno's The Legend Group Experience October 1995 - July 2000
Job Financial Advisor at Trubee Collins & Co., Inc.
Industry Financial Services
Experience
Trubee Collins & Co., Inc. Financial AdvisorO'Keefe Shaw & Co., Inc2000 - 2009
The Legend Group October 1995 - July 2000
Education
The College of Wooster 1974 — 1978
BA, Art & Religion
Trubee Collins & Co., Inc. Financial AdvisorO'Keefe Shaw & Co., Inc2000 - 2009
The Legend Group October 1995 - July 2000
Education
The College of Wooster 1974 — 1978
BA, Art & Religion
Marlano Batson's The Legend Group Experience October 2013 - July 2014
Job Risk Assurance Intern at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers June 2015 - August 2015
Best Buy July 2014 - January 2015
The Legend Group October 2013 - July 2014
AT&T Mobility July 2012 - July 2013
Sprint May 2009 - July 2012
UPS June 2008 - January 2012
Skills
Logistics, Operations Management, Shipping, Process Improvement, Project Management, Warehousing, Freight, Microsoft Office, Continuous Improvement, Troubleshooting, Microsoft Excel, QuickBooks, Customer Service, Team Building, Interpersonal..., Sales, Employee Management, Written & Verbal..., Operating Budgets, Accurate Record Keeping, Accounting, Public Speaking
Education
University of Arizona 2013 — 2015
Bachelor's degree, Accounting and Management Information Systems
Grossmont College 2011 — 2013
Associate's degree, Business Administration and Economics
PricewaterhouseCoopers June 2015 - August 2015
Best Buy July 2014 - January 2015
The Legend Group October 2013 - July 2014
AT&T Mobility July 2012 - July 2013
Sprint May 2009 - July 2012
UPS June 2008 - January 2012
Skills
Logistics, Operations Management, Shipping, Process Improvement, Project Management, Warehousing, Freight, Microsoft Office, Continuous Improvement, Troubleshooting, Microsoft Excel, QuickBooks, Customer Service, Team Building, Interpersonal..., Sales, Employee Management, Written & Verbal..., Operating Budgets, Accurate Record Keeping, Accounting, Public Speaking
Education
University of Arizona 2013 — 2015
Bachelor's degree, Accounting and Management Information Systems
Grossmont College 2011 — 2013
Associate's degree, Business Administration and Economics
Mark Karhinen's The Legend Group Experience December 1993 - December 1996
Job Software Developer | IBM System i / iSeries / AS/400 | RPG, embedded SQL, Java
Industry Information Technology and Services
Experience
Dealer Information Systems January 1997 - Present
The Legend Group December 1993 - December 1996
Skills
Databases, Web Services, Java, SQL, Software Development, IBM AS/400, IBM iSeries, RPG, Programming, SOAP, XML, AS400, cl, System i, iSeries development, Subfiles, RPG Free, Embedded SQL, JWalk, Git, JDOM, SAAJ, SQL400, NetBeans, Axis2, Stored Procedures, Rational Developer for i, Solr, JXLS, POI
Education
Western Governors University 2008 — 2010
Bachelor of Science, Information Technology - Software Emphasis
Lincoln College of Technology-West Palm Beach 1991 — 1992
Specialized Associate, Computer Programming Technology, 4.0
Dealer Information Systems January 1997 - Present
The Legend Group December 1993 - December 1996
Skills
Databases, Web Services, Java, SQL, Software Development, IBM AS/400, IBM iSeries, RPG, Programming, SOAP, XML, AS400, cl, System i, iSeries development, Subfiles, RPG Free, Embedded SQL, JWalk, Git, JDOM, SAAJ, SQL400, NetBeans, Axis2, Stored Procedures, Rational Developer for i, Solr, JXLS, POI
Education
Western Governors University 2008 — 2010
Bachelor of Science, Information Technology - Software Emphasis
Lincoln College of Technology-West Palm Beach 1991 — 1992
Specialized Associate, Computer Programming Technology, 4.0
Yvonne Veety's The Legend Group Experience February 1997 - December 2008
Job Advisory Services Administrator at GWN Securities
Industry Executive Office
Experience
GWN Securities April 2012 - Present
Pridestaff Temporary Agency November 2009 - April 2012
Equine Rescue and Adoption Foundation May 2004 - August 2009
The Legend Group February 1997 - December 2008
Skills
Administrative..., Administrative..., Asset Allocation, Training, Investments, Project Planning, Microsoft Excel, Editing, Securities, Microsoft Word, Insurance, Investment Advisory, Mutual Funds, NetEX360, AS/400
Education
Penn State University 1985 — 1989
Bachelor of Arts, Political Science
GWN Securities April 2012 - Present
Pridestaff Temporary Agency November 2009 - April 2012
Equine Rescue and Adoption Foundation May 2004 - August 2009
The Legend Group February 1997 - December 2008
Skills
Administrative..., Administrative..., Asset Allocation, Training, Investments, Project Planning, Microsoft Excel, Editing, Securities, Microsoft Word, Insurance, Investment Advisory, Mutual Funds, NetEX360, AS/400
Education
Penn State University 1985 — 1989
Bachelor of Arts, Political Science
Suzette Navratik's The Legend Group Experience January 2011 - June 2011
Job Registered Sales AssistantAegis Capital Corp
Industry Financial Services
Experience
Aegis Capital Corp March 2015 - Present
Bloomingdale's October 2010 - Present
Oppenheimer & Co. Inc. July 2013 - March 2015
The Legend Group January 2011 - June 2011
FSC Securities/ Financial Investment Network July 2010 - December 2010
Kiley Partners September 2009 - April 2010
Morgan Stanley April 2008 - June 2009
Wachovia Securities June 2006 - April 2008
Johncke's International June 2004 - June 2006
SunTrust Bank July 2003 - May 2004
Skills
Securities, Relationship Management, Investments, Wealth Management..., Microsoft Office,..., Asset Allocation, Marketing, Management, Leadership, Client Development, CRM, Portfolio Management, Event Planning, Strategic Planning
Education
Palm Beach State College 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Supervision and Management, 3.3
Palm Beach Community College 1993 — 1998
Associate of Arts (A.A.), Business Administration, Management and Operations, 3.4
Colegio Internacional de Carabobo
High School
Dale Carnegie
Public Speaking
Rosarian Academy
High School Diploma, High School
Aegis Capital Corp March 2015 - Present
Bloomingdale's October 2010 - Present
Oppenheimer & Co. Inc. July 2013 - March 2015
The Legend Group January 2011 - June 2011
FSC Securities/ Financial Investment Network July 2010 - December 2010
Kiley Partners September 2009 - April 2010
Morgan Stanley April 2008 - June 2009
Wachovia Securities June 2006 - April 2008
Johncke's International June 2004 - June 2006
SunTrust Bank July 2003 - May 2004
Skills
Securities, Relationship Management, Investments, Wealth Management..., Microsoft Office,..., Asset Allocation, Marketing, Management, Leadership, Client Development, CRM, Portfolio Management, Event Planning, Strategic Planning
Education
Palm Beach State College 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Supervision and Management, 3.3
Palm Beach Community College 1993 — 1998
Associate of Arts (A.A.), Business Administration, Management and Operations, 3.4
Colegio Internacional de Carabobo
High School
Dale Carnegie
Public Speaking
Rosarian Academy
High School Diploma, High School
Donald Dunning's The Legend Group Experience June 2002 - June 2005
Job Maintenence at Rehabilitation Center
Industry Health, Wellness and Fitness
Experience
Rehabilitation Center September 2007 - Present
The Cattaraugus Rehabilitation Center January 2006 - April 2006
The Legend Group June 2002 - June 2005
Skills
Public Speaking, Microsoft Word, Microsoft Office, Social Media, Research, Customer Service, Budgets, PowerPoint, Microsoft Excel
Education
Franklinville Central
SUNY Empire State College 2008 — 2013
Bachelors in Science, Community and Human Services, 3.75
Saint Bonaventure University 1997 — 1998
Master's degree, Accounting
Saint Bonaventure University 1994 — 1998
Bachelors Business Administration, Accounting, 3.25
Jamestown Community College 1989 — 1993
ASA, Business Administration
Rehabilitation Center September 2007 - Present
The Cattaraugus Rehabilitation Center January 2006 - April 2006
The Legend Group June 2002 - June 2005
Skills
Public Speaking, Microsoft Word, Microsoft Office, Social Media, Research, Customer Service, Budgets, PowerPoint, Microsoft Excel
Education
Franklinville Central
SUNY Empire State College 2008 — 2013
Bachelors in Science, Community and Human Services, 3.75
Saint Bonaventure University 1997 — 1998
Master's degree, Accounting
Saint Bonaventure University 1994 — 1998
Bachelors Business Administration, Accounting, 3.25
Jamestown Community College 1989 — 1993
ASA, Business Administration
Dan Dovan, CRC ®'s The Legend Group Experience October 1989 - Present
Job Regional Director at The Legend Group
Industry Financial Services
Experience
The Legend Group October 1989 - Present
The Legend Group October 1989 - Present
Skills
Retirement Planning, Strategic Financial..., Retirement, IRAs, Investments, 401k, Mutual Funds, Portfolio Management, Investment Advisory, Fixed Annuities, Series 6, Financial Services, FINRA, Financial Analysis, Asset Allocation, Series 63, 401k Rollovers, College Savings Plans
Education
Alfred University 1983 — 1987
Business, Economics and Finance
Fairport High School 1980 — 1983
The Legend Group October 1989 - Present
The Legend Group October 1989 - Present
Skills
Retirement Planning, Strategic Financial..., Retirement, IRAs, Investments, 401k, Mutual Funds, Portfolio Management, Investment Advisory, Fixed Annuities, Series 6, Financial Services, FINRA, Financial Analysis, Asset Allocation, Series 63, 401k Rollovers, College Savings Plans
Education
Alfred University 1983 — 1987
Business, Economics and Finance
Fairport High School 1980 — 1983
Kelli Burger's The Legend Group Experience May 2006 - Present
Job The Legend Group
Industry Financial Services
Experience
Keller Williams Greater Cleveland July 2015 - Present
The Legend Group May 2006 - Present
Skills
Outlook, Microsoft Excel, Office Administration, Microsoft Word, Customer Service, PowerPoint, Concur, Microsoft Office, Series 6, Accounts Payable
Education
Kent State University
The University of Akron
Keller Williams Greater Cleveland July 2015 - Present
The Legend Group May 2006 - Present
Skills
Outlook, Microsoft Excel, Office Administration, Microsoft Word, Customer Service, PowerPoint, Concur, Microsoft Office, Series 6, Accounts Payable
Education
Kent State University
The University of Akron
Melissa Giglio's The Legend Group Experience May 2014 - Present
Job Investment Adviser Representative at The Legend Group
Industry Financial Services
Experience
The Legend Group May 2014 - Present
Merrill Lynch June 2011 - March 2013
Bank of America March 2008 - June 2011
Education
Bryant and Stratton College
AAS, Marketing/Management
University at Buffalo
Marketing/Management
The Legend Group May 2014 - Present
Merrill Lynch June 2011 - March 2013
Bank of America March 2008 - June 2011
Education
Bryant and Stratton College
AAS, Marketing/Management
University at Buffalo
Marketing/Management
Aaron Alonzo's The Legend Group Experience July 1998 - Present
Job Financial Advisor at The Legend Group
Industry Financial Services
Experience
The Legend Group July 1998 - Present
Education
University of Arizona
The Legend Group July 1998 - Present
Education
University of Arizona
Asa Chiu's The Legend Group Experience July 1999 - Present
Job
Industry
Experience
The Legend Group July 1999 - Present
Education
University of Miami 1991 — 1996
BA, Business Management
The Legend Group July 1999 - Present
Education
University of Miami 1991 — 1996
BA, Business Management
Michael DiLullo's The Legend Group Experience November 1982 - Present
Job Certified Financial Planner at The Legend Group
Industry Financial Services
Experience
The Legend Group November 1982 - Present
Dun & Bradstreet February 1979 - November 1982
Skills
Retirement Planning, Financial Planning, Life Insurance
Education
College for Financial Planning 1990 — 1995
Master of Science (M.S.), Financial Planning and Services
State University of New York at Buffalo 1971 — 1975
Bachelor of Science (B.S.), Business Administration and Management, General
The Legend Group November 1982 - Present
Dun & Bradstreet February 1979 - November 1982
Skills
Retirement Planning, Financial Planning, Life Insurance
Education
College for Financial Planning 1990 — 1995
Master of Science (M.S.), Financial Planning and Services
State University of New York at Buffalo 1971 — 1975
Bachelor of Science (B.S.), Business Administration and Management, General
David DeFazio's The Legend Group Experience March 1988 - April 2013
Job Financial Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning May 2013 - Present
The Legend Group March 1988 - April 2013
Education
University of Pittsburgh 1981 — 1985
B.S., Business Admin.-Comm.
Penn State University 1978 — 1980
Assoc., Business Admin.
Academy High School 1974 — 1978
Lincoln Investment Planning May 2013 - Present
The Legend Group March 1988 - April 2013
Education
University of Pittsburgh 1981 — 1985
B.S., Business Admin.-Comm.
Penn State University 1978 — 1980
Assoc., Business Admin.
Academy High School 1974 — 1978
Jeffrey Davner's The Legend Group Experience February 2002 - January 2008
Job CoFounder at Terrapin Advisors,LLC
Industry Financial Services
Experience
Terrapin Advisors June 2014 - Present
self May 2014 - Present
JSK Partners of New York April 2013 - Present
ATL Consulting May 2006 - September 2009
The Legend Group February 2002 - January 2008
Bluestone Capital Partners, LLC January 1997 - January 2001
Skills
Series 63, Mutual Funds, Series 7, Fixed Annuities, Series 6, Retirement Planning, Investments, Securities, Asset Management, Insurance, Financial Services, Asset Allocation, IRAs, Strategic Financial..., Wealth Management, Retirement, Equities, Life Insurance, Investment Advisory, Financial Advisory
Education
Tulane University 1986 — 1990
BA, Poli Sci
Terrapin Advisors June 2014 - Present
self May 2014 - Present
JSK Partners of New York April 2013 - Present
ATL Consulting May 2006 - September 2009
The Legend Group February 2002 - January 2008
Bluestone Capital Partners, LLC January 1997 - January 2001
Skills
Series 63, Mutual Funds, Series 7, Fixed Annuities, Series 6, Retirement Planning, Investments, Securities, Asset Management, Insurance, Financial Services, Asset Allocation, IRAs, Strategic Financial..., Wealth Management, Retirement, Equities, Life Insurance, Investment Advisory, Financial Advisory
Education
Tulane University 1986 — 1990
BA, Poli Sci
Esformes Cyndi's The Legend Group Experience June 2007 - June 2011
Job Realtor at Keller Williams of the Palm Beaches
Industry Financial Services
Experience
Keller Williams of the Palm Beaches January 2012 - Present
KW of the Palm Beaches 2012 - 2012
The Legend Group June 2007 - June 2011
Skills
Real Estate License, Finra Series 6 & 26..., PL215 Life Health and...
Education
Broward Community College
Northeast High School
Keller Williams of the Palm Beaches January 2012 - Present
KW of the Palm Beaches 2012 - 2012
The Legend Group June 2007 - June 2011
Skills
Real Estate License, Finra Series 6 & 26..., PL215 Life Health and...
Education
Broward Community College
Northeast High School
John Skowron's The Legend Group Experience November 2013 - Present
Job Financial Adviser at The Legend Group
Industry Financial Services
Experience
The Legend Group November 2013 - Present
New England Financial July 2012 - August 2013
Skills
Finance, Customer Service, Strategic Planning, Public Speaking, Team Building, Leadership, Financial Planning, Mutual Funds, Investments, Retirement Planning
Education
Medaille College 2005 — 2008
Business Administration, Management and Operations
Alfred University 1973 — 1976
Business Administration, Management and Operations
The Legend Group November 2013 - Present
New England Financial July 2012 - August 2013
Skills
Finance, Customer Service, Strategic Planning, Public Speaking, Team Building, Leadership, Financial Planning, Mutual Funds, Investments, Retirement Planning
Education
Medaille College 2005 — 2008
Business Administration, Management and Operations
Alfred University 1973 — 1976
Business Administration, Management and Operations
Craig Herbert's The Legend Group Experience April 2012 - January 2013
Job Vice President, Financial Consultant at Regions Investment Solutions
Industry Financial Services
Experience
Regions Financial Corporation January 2013 - Present
The Legend Group April 2012 - January 2013
Wells Fargo Advisors January 1999 - April 2011
Prudential Securities, Inc January 1996 - January 1998
PaineWebber, Inc January 1993 - January 1996
Education
University of South Florida 1991 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
Regions Financial Corporation January 2013 - Present
The Legend Group April 2012 - January 2013
Wells Fargo Advisors January 1999 - April 2011
Prudential Securities, Inc January 1996 - January 1998
PaineWebber, Inc January 1993 - January 1996
Education
University of South Florida 1991 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
Gerald Hogue's The Legend Group Experience March 2014 - Present
Job Registered Representative The Legend Group
Industry Financial Services
Experience
The Legend Group March 2014 - Present
The Hartford October 2011 - December 2013
The Hartford 2005 - 2011
The Hartford 2000 - 2005
Skills
Liability, Claim, Litigation, Process Improvement, Data Analysis, Risk Management
Education
Auburn University 1979 — 1984
Bachelor's degree, Management
The Legend Group March 2014 - Present
The Hartford October 2011 - December 2013
The Hartford 2005 - 2011
The Hartford 2000 - 2005
Skills
Liability, Claim, Litigation, Process Improvement, Data Analysis, Risk Management
Education
Auburn University 1979 — 1984
Bachelor's degree, Management
Joseph Hurt's The Legend Group Experience March 2007 - December 2009
Job Semiretired a Small Business Specialist
Industry Mental Health Care
Experience
Small Business Specialist January 2006 - Present
The Legend Group March 2007 - December 2009
Preferred Financial GROUP February 2005 - February 2007
Veterans Administration 1974 - 2005
Ford Motor Company October 1971 - December 1972
Sunoco January 1970 - September 1971
GE Capital February 1967 - March 1970
Beneficial Financial Group September 1965 - January 1967
Skills
Lincensed Investment...
Education
Virginia Commonwealth University 1972 — 1974
Masters Degree, Human Behavior Science
Capital College, Pennsylvania State University 1962 — 1966
Bachelor's degree, Liberal Arts
Small Business Specialist January 2006 - Present
The Legend Group March 2007 - December 2009
Preferred Financial GROUP February 2005 - February 2007
Veterans Administration 1974 - 2005
Ford Motor Company October 1971 - December 1972
Sunoco January 1970 - September 1971
GE Capital February 1967 - March 1970
Beneficial Financial Group September 1965 - January 1967
Skills
Lincensed Investment...
Education
Virginia Commonwealth University 1972 — 1974
Masters Degree, Human Behavior Science
Capital College, Pennsylvania State University 1962 — 1966
Bachelor's degree, Liberal Arts
Cassandra Schroeder's The Legend Group Experience 2002 - 2003
Job Sales Support Specialist at Western Union
Industry Financial Services
Experience
Aflac 2006 - 2013
The UPS Store 2004 - 2004
The Legend Group 2002 - 2003
Ocwen Financial Corporation 2001 - 2002
Skills
Customer Service, Employee Training, Health Insurance, Insurance, Leadership, Process Improvement, Technical Support, Training, Troubleshooting
Education
State University of New York at Oswego
Applied Mathematics
State University of New York at Jefferson Community College 1996 — 1999
Associate of Science (A.S.), Mathematics
Aflac 2006 - 2013
The UPS Store 2004 - 2004
The Legend Group 2002 - 2003
Ocwen Financial Corporation 2001 - 2002
Skills
Customer Service, Employee Training, Health Insurance, Insurance, Leadership, Process Improvement, Technical Support, Training, Troubleshooting
Education
State University of New York at Oswego
Applied Mathematics
State University of New York at Jefferson Community College 1996 — 1999
Associate of Science (A.S.), Mathematics
GARY WLOSKO's The Legend Group Experience June 1996 - Present
Job Financial Advisor at The Legend Group
Industry Financial Services
Experience
The Legend Group June 1996 - Present
Education
Adelphi University
Master's degree, Finance, General
Queens College
Bachelor's degree, Accounting
The Legend Group June 1996 - Present
Education
Adelphi University
Master's degree, Finance, General
Queens College
Bachelor's degree, Accounting
Rob Giannattasio's The Legend Group Experience 2014 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
RG Enterprises November 2010 - Present
The Legend Group 2014 - 2014
Skills
Customer Service, Microsoft Office, Leadership, Sales, Project Management, Microsoft Word, Marketing, PowerPoint, Public Speaking, Financial Analysis
Education
Milwaukee Area Technical College
RG Enterprises November 2010 - Present
The Legend Group 2014 - 2014
Skills
Customer Service, Microsoft Office, Leadership, Sales, Project Management, Microsoft Word, Marketing, PowerPoint, Public Speaking, Financial Analysis
Education
Milwaukee Area Technical College