Manning & Napier
Industry: Investment management company
DescriptionHeadquarters: Fairport, NY Founded: 1970 Subsidiaries: Rainier Investment Management, LLC,
Manning & Napier List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Manning & Napier. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Manning & Napier Salaries. You can even request information on how much does Manning & Napier pay if you want to. Learn about salaries, pros and cons of working for Manning & Napier directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
192 Manning & Napier employees in database. Find out everything there's to know about Manning & Napier employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Manning & Napier Employees
Employee
Years
Job
Industry
Eric Klinger Eric Klinger's Manning & Napier Experience July 2014 - Present
Job Trade Processor at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier July 2014 - Present
Manning & Napier Advisors September 2013 - July 2014
Excellus BCBS January 2013 - May 2013
Onondaga County Department of Transportation June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Economics, Research, Teamwork, Customer Service, English, Financial Analysis, Social Media, Time Management, Leadership, Outlook, Team Leadership, Critical Thinking, Data Analysis, Bloomberg Terminal
Education
Nazareth College of Rochester 2009 — 2013
Bachelor's degree, Economics
Nazareth College of Rochester 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Manning & Napier July 2014 - Present
Manning & Napier Advisors September 2013 - July 2014
Excellus BCBS January 2013 - May 2013
Onondaga County Department of Transportation June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Economics, Research, Teamwork, Customer Service, English, Financial Analysis, Social Media, Time Management, Leadership, Outlook, Team Leadership, Critical Thinking, Data Analysis, Bloomberg Terminal
Education
Nazareth College of Rochester 2009 — 2013
Bachelor's degree, Economics
Nazareth College of Rochester 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Michael Muoio Michael Muoio's Manning & Napier Experience December 2014 - May 2015
Job Student at State University of New York College at Geneseo
Industry Accounting
Experience
Marylou Tortorello, Inc. March 2013 - Present
Manning & Napier December 2014 - May 2015
Atlas Air January 2011 - May 2011
Skills
Financial Accounting, Accounting, Financial Reporting, Public Speaking
Education
State University of New York College at Geneseo 2011 — 2014
Bachelor of Science (BS), Accounting
Marylou Tortorello, Inc. March 2013 - Present
Manning & Napier December 2014 - May 2015
Atlas Air January 2011 - May 2011
Skills
Financial Accounting, Accounting, Financial Reporting, Public Speaking
Education
State University of New York College at Geneseo 2011 — 2014
Bachelor of Science (BS), Accounting
Sarah P. Wimer, PMP, CSM Sarah P. Wimer, PMP, CSM's Manning & Napier Experience December 2014 - Present
Job Project Manager at Manning & Napier
Industry Internet
Experience
Manning & Napier December 2014 - Present
Siteworx January 2012 - November 2014
Siteworx August 2011 - January 2012
ITX Corp October 2005 - July 2011
Imagistics International September 2004 - February 2005
The History Factory August 2002 - June 2003
Parros Consulting Group May 1999 - August 2002
Linderlake Corporation September 1997 - January 1999
Skills
Program Management, Customer Relations, Managing Budget, PMP, Account Management, Strategic Planning, PowerPoint, Business Analysis, Team Building, Content Management, Customer Service, Scrum, Budgets, Team Management, Agile Methodologies, CRM, Cross-functional Team..., Leadership, Project Management, Online Marketing, Strategy, Software Documentation, Proj Management, User Experience, Social Media Marketing, Management, Databases, Email Marketing, Mobile Applications, E-commerce, Integration, Product Management, Requirements Analysis, Software Project..., Team Leadership, Web Applications, Process Improvement
Education
Kaplan University 2009 — 2010
Bachelor of Science, Health and Wellness
Keuka College 1994 — 1995
n/a, History/Political Science
Monroe Community College 1992 — 1995
AS, History/ Liberal Arts
Villanova University
Master Certificate, Project Management
Manning & Napier December 2014 - Present
Siteworx January 2012 - November 2014
Siteworx August 2011 - January 2012
ITX Corp October 2005 - July 2011
Imagistics International September 2004 - February 2005
The History Factory August 2002 - June 2003
Parros Consulting Group May 1999 - August 2002
Linderlake Corporation September 1997 - January 1999
Skills
Program Management, Customer Relations, Managing Budget, PMP, Account Management, Strategic Planning, PowerPoint, Business Analysis, Team Building, Content Management, Customer Service, Scrum, Budgets, Team Management, Agile Methodologies, CRM, Cross-functional Team..., Leadership, Project Management, Online Marketing, Strategy, Software Documentation, Proj Management, User Experience, Social Media Marketing, Management, Databases, Email Marketing, Mobile Applications, E-commerce, Integration, Product Management, Requirements Analysis, Software Project..., Team Leadership, Web Applications, Process Improvement
Education
Kaplan University 2009 — 2010
Bachelor of Science, Health and Wellness
Keuka College 1994 — 1995
n/a, History/Political Science
Monroe Community College 1992 — 1995
AS, History/ Liberal Arts
Villanova University
Master Certificate, Project Management
Michael Purcell, CIMA®, AIF® Michael Purcell, CIMA®, AIF®'s Manning & Napier Experience 2010 - Present
Job Team Leader, DCIO Specialist at Manning & Napier
Industry Investment Management
Experience
Manning & Napier 2010 - Present
Brandywine Global 2000 - 2010
Education
Arizona State University
Bachelor of Science (BS), Finance
University of Notre Dame
Master of Business Administration (M.B.A.), Finance
Manning & Napier 2010 - Present
Brandywine Global 2000 - 2010
Education
Arizona State University
Bachelor of Science (BS), Finance
University of Notre Dame
Master of Business Administration (M.B.A.), Finance
Annie Benjamin Annie Benjamin's Manning & Napier Experience December 2014 - Present
Job Marketing Associate at Manning & Napier
Industry Marketing and Advertising
Experience
Manning & Napier December 2014 - Present
Manning & Napier July 2014 - December 2014
Jeremy Krog, CFP November 2012 - July 2014
Carpe Diem Travel January 2012 - November 2012
Haircuts for Peanuts June 2009 - December 2011
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Hospitality, Teamwork, Event Planning, Social Media, Event Management, Food & Beverage, Hospitality Management, English, Photoshop, Public Speaking, Hotels, Time Management, Research, Hospitality Industry, Restaurants, Data Entry, Outlook
Education
Monroe Community College 2010 — 2011
Tourism and Travel Services Management, 4.0
SUNY Geneseo 2005 — 2009
Bachelor's degree, History, 3.45
Manning & Napier December 2014 - Present
Manning & Napier July 2014 - December 2014
Jeremy Krog, CFP November 2012 - July 2014
Carpe Diem Travel January 2012 - November 2012
Haircuts for Peanuts June 2009 - December 2011
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Hospitality, Teamwork, Event Planning, Social Media, Event Management, Food & Beverage, Hospitality Management, English, Photoshop, Public Speaking, Hotels, Time Management, Research, Hospitality Industry, Restaurants, Data Entry, Outlook
Education
Monroe Community College 2010 — 2011
Tourism and Travel Services Management, 4.0
SUNY Geneseo 2005 — 2009
Bachelor's degree, History, 3.45
Lauren Cafarell Lauren Cafarell's Manning & Napier Experience July 2014 - Present
Job Marketing Associate at Manning & Napier Advisors
Industry Public Relations and Communications
Experience
Manning & Napier July 2014 - Present
Quo February 2014 - July 2014
Dibella's June 2010 - January 2014
Rebecca Adele PR & Events September 2013 - December 2013
Dixon Schwabl Advertising June 2013 - August 2013
Rochester Woman Magazine May 2012 - August 2012
Celebrity Cafe.com January 2011 - May 2011
Skills
Event Planning, PowerPoint, Facebook, Blogging, Public Relations, Social Media, Writing Skills, Critical Thinking, Twitter, Microsoft Office, Organization, Journalism, Pinterest, Press Releases, Advertising, Marketing, Event Management, Time Management, Integrated Marketing, Social Networking, Social Media Marketing, Microsoft Word, InDesign, Tumblr, Photoshop, Customer Service, Editing
Education
John Carroll University 2010 — 2014
Bachelor of Arts (B.A.), Communications
Fairport High School 2006 — 2010
High School diploma
Manning & Napier July 2014 - Present
Quo February 2014 - July 2014
Dibella's June 2010 - January 2014
Rebecca Adele PR & Events September 2013 - December 2013
Dixon Schwabl Advertising June 2013 - August 2013
Rochester Woman Magazine May 2012 - August 2012
Celebrity Cafe.com January 2011 - May 2011
Skills
Event Planning, PowerPoint, Facebook, Blogging, Public Relations, Social Media, Writing Skills, Critical Thinking, Twitter, Microsoft Office, Organization, Journalism, Pinterest, Press Releases, Advertising, Marketing, Event Management, Time Management, Integrated Marketing, Social Networking, Social Media Marketing, Microsoft Word, InDesign, Tumblr, Photoshop, Customer Service, Editing
Education
John Carroll University 2010 — 2014
Bachelor of Arts (B.A.), Communications
Fairport High School 2006 — 2010
High School diploma
Sherri Trott Sherri Trott's Manning & Napier Experience 1997 - December 2002
Job Executive Assistant, Ohio Department of Medicaid
Industry Government Administration
Experience
Ohio Department of Medicaid 2012 - Present
Ohio Department of Job and Family Services 2006 - 2012
Ohio Department of Mental Retardation December 2002 - 2005
Manning & Napier 1997 - December 2002
Skills
Government, Policy, Program Management, Administrative..., Administration, Data Entry, Microsoft Office, Administrative..., Community Outreach, Research, Strategic Planning, Public Policy, Public Speaking, Program Development, Nonprofits, Policy Analysis, Customer Service
Education
Middle Tennessee State University
Ohio Department of Medicaid 2012 - Present
Ohio Department of Job and Family Services 2006 - 2012
Ohio Department of Mental Retardation December 2002 - 2005
Manning & Napier 1997 - December 2002
Skills
Government, Policy, Program Management, Administrative..., Administration, Data Entry, Microsoft Office, Administrative..., Community Outreach, Research, Strategic Planning, Public Policy, Public Speaking, Program Development, Nonprofits, Policy Analysis, Customer Service
Education
Middle Tennessee State University
Brian Solomon, CFA Brian Solomon, CFA's Manning & Napier Experience May 2014 - August 2014
Job Equity Research Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price July 2015 - Present
Manning & Napier May 2014 - August 2014
Delta Air Lines June 2008 - July 2013
Skills
Financial Analysis, Valuation, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
Clemson University 2004 — 2008
Bachelor of Science, Finance
Elder High School 2000 — 2004
T. Rowe Price July 2015 - Present
Manning & Napier May 2014 - August 2014
Delta Air Lines June 2008 - July 2013
Skills
Financial Analysis, Valuation, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
Clemson University 2004 — 2008
Bachelor of Science, Finance
Elder High School 2000 — 2004
Emily Scribner Emily Scribner's Manning & Napier Experience March 2015 - Present
Job Client Services Coordinator at Manning & Napier
Industry Financial Services
Experience
Manning & Napier March 2015 - Present
GPS Financial July 2014 - February 2015
Island Health and Fitness 2013 - June 2014
Mia Restaurant November 2011 - June 2014
Skills
Marketing, Manage Client..., Leadership, Interpersonal Skill, Management, Customer Service, Food & Beverage, Time Management, Customer Retention, Account Management, CRM, Salesforce.com, Teamwork, Business, Life Insurance
Education
Ithaca College 2009 — 2012
Business Administration, Marketing and Management
Manning & Napier March 2015 - Present
GPS Financial July 2014 - February 2015
Island Health and Fitness 2013 - June 2014
Mia Restaurant November 2011 - June 2014
Skills
Marketing, Manage Client..., Leadership, Interpersonal Skill, Management, Customer Service, Food & Beverage, Time Management, Customer Retention, Account Management, CRM, Salesforce.com, Teamwork, Business, Life Insurance
Education
Ithaca College 2009 — 2012
Business Administration, Marketing and Management
Tom Routhier, CFA Tom Routhier, CFA's Manning & Napier Experience May 2015 - August 2015
Job MBA Candidate, Class of 2016, Johnson at Cornell University
Industry Investment Management
Experience
Cornell University July 2014 - Present
Manning & Napier May 2015 - August 2015
NEPC January 2013 - June 2014
NEPC June 2011 - January 2013
Technology Business Research December 2010 - June 2011
Technology Business Research May 2010 - December 2010
Pax World Funds September 2009 - April 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg, Equity Research, Chartered Financial..., Investments, Investment Advisory, Market Research, Alternative Investments, Microsoft Excel, Morningstar, Factset, Visual Basic, Economic Research, Strategy
Education
Cornell University 2014 — 2016
Master of Business Administration (MBA), Capital Markets and Asset Management
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
BS, Business Administration - Finance
Cornell University July 2014 - Present
Manning & Napier May 2015 - August 2015
NEPC January 2013 - June 2014
NEPC June 2011 - January 2013
Technology Business Research December 2010 - June 2011
Technology Business Research May 2010 - December 2010
Pax World Funds September 2009 - April 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg, Equity Research, Chartered Financial..., Investments, Investment Advisory, Market Research, Alternative Investments, Microsoft Excel, Morningstar, Factset, Visual Basic, Economic Research, Strategy
Education
Cornell University 2014 — 2016
Master of Business Administration (MBA), Capital Markets and Asset Management
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
BS, Business Administration - Finance
Mark Macpherson, CFA, AIF Mark Macpherson, CFA, AIF's Manning & Napier Experience 2010 - Present
Job Director, Investment Solutions Group
Industry Investment Management
Experience
Manning & Napier 2010 - Present
Manning & Napier 1999 - Present
Skills
Investments, Institutional Consulting, Pensions, Endowments, Problem Solving, Asset Allocation, Manager Selection, Public Speaking, Investment Advisory, Separately Managed..., Mutual Funds, Investment Strategies
Education
Penn State University
Bachelor of Science (BS), Economics
Manning & Napier 2010 - Present
Manning & Napier 1999 - Present
Skills
Investments, Institutional Consulting, Pensions, Endowments, Problem Solving, Asset Allocation, Manager Selection, Public Speaking, Investment Advisory, Separately Managed..., Mutual Funds, Investment Strategies
Education
Penn State University
Bachelor of Science (BS), Economics
Julie Shepard's Manning & Napier Experience August 2006 - November 2012
Job Employment Specialist at Heritage Christian Services
Industry Individual & Family Services
Experience
Heritage Christian Services September 2014 - Present
American Red Cross March 2014 - July 2014
Ontario ARC October 2013 - December 2013
Manning & Napier August 2006 - November 2012
Constellation Brands January 1996 - May 2005
Finger Lakes Visiting Nurse Servie August 1995 - January 1996
Geneva General Hospital September 1991 - July 1995
Finger Lakes Health September 1992 - January 1995
Skills
Interview Preparation, Interviewing Skills, Career Assessment, Educational Assessment, Child Advocacy, Customer Service, Accounts Payable, Executive..., Microsoft Office, Job Placements, Legal Assistance, Fundraising, Event Planning, Human Resources, Employee Benefits, Administrative..., Marketing, Nonprofits, Payroll, Policy, Access, Social Services, Deferred Compensation, Proposal Writing, Networking, Time Management, Data Entry, Critical Thinking, Career Counseling, Case Management, Student Counseling, PowerPoint, Resume Writing, Youth Work, Microsoft Word, Motivational..., Office Administration, Community Outreach, Recruiting, Community Service
Education
Finger Lakes Community College 2013 — 2014
Associate's Degree, Human Services/Social Work, Sophomore
Heritage Christian Services September 2014 - Present
American Red Cross March 2014 - July 2014
Ontario ARC October 2013 - December 2013
Manning & Napier August 2006 - November 2012
Constellation Brands January 1996 - May 2005
Finger Lakes Visiting Nurse Servie August 1995 - January 1996
Geneva General Hospital September 1991 - July 1995
Finger Lakes Health September 1992 - January 1995
Skills
Interview Preparation, Interviewing Skills, Career Assessment, Educational Assessment, Child Advocacy, Customer Service, Accounts Payable, Executive..., Microsoft Office, Job Placements, Legal Assistance, Fundraising, Event Planning, Human Resources, Employee Benefits, Administrative..., Marketing, Nonprofits, Payroll, Policy, Access, Social Services, Deferred Compensation, Proposal Writing, Networking, Time Management, Data Entry, Critical Thinking, Career Counseling, Case Management, Student Counseling, PowerPoint, Resume Writing, Youth Work, Microsoft Word, Motivational..., Office Administration, Community Outreach, Recruiting, Community Service
Education
Finger Lakes Community College 2013 — 2014
Associate's Degree, Human Services/Social Work, Sophomore
Taylor Schumacher Taylor Schumacher's Manning & Napier Experience August 2015 - Present
Job Reconcilliation Analyst at Manning & Napier
Industry
Experience
Manning & Napier August 2015 - Present
Bistro 135 Jazz Lounge & Restaurant, Inc. May 2010 - February 2015
Villanova University January 2011 - April 2013
Wegmans Food Markets May 2009 - January 2013
Villanova University August 2009 - January 2011
Skills
Leadership, Customer Service, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Critical Thinking, Microsoft Office, Maple, Fathom, Time Management
Education
Villanova University 2009 — 2013
Bachelor of Science (BS), Mathematics; Economics Minor
National University of Ireland, Galway 2012 — 2012
McQuaid Jesuit 2005 — 2009
Manning & Napier August 2015 - Present
Bistro 135 Jazz Lounge & Restaurant, Inc. May 2010 - February 2015
Villanova University January 2011 - April 2013
Wegmans Food Markets May 2009 - January 2013
Villanova University August 2009 - January 2011
Skills
Leadership, Customer Service, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Critical Thinking, Microsoft Office, Maple, Fathom, Time Management
Education
Villanova University 2009 — 2013
Bachelor of Science (BS), Mathematics; Economics Minor
National University of Ireland, Galway 2012 — 2012
McQuaid Jesuit 2005 — 2009
Jacob Parlett Jacob Parlett's Manning & Napier Experience August 2014 - Present
Job Software Developer at Manning and Napier
Industry Financial Services
Experience
Manning & Napier August 2014 - Present
Exelis Inc. January 2009 - August 2014
Skills
Technical Leadership, Requirements Analysis, SharePoint, C#, Visual Studio, Software Development, Java, Software Engineering, Visio, Unix, XML, Microsoft SQL Server, SQL, JavaScript, HTML, CSS, Web Development, Visual Basic, .NET, Agile Methodologies, Web Applications, Web Services, Software Project..., Scrum, Programming, Subversion, Business Analysis, ASP.NET, IIS, Testing, Integration, Systems Analysis, Database Design, Databases, AJAX, MySQL
Education
Rochester Institute of Technology 2012 — 2017
Master of Business Administration (MBA)
Robert's Wesleyan College 2007 — 2009
Bachelor of Science, Double Major, Computer Science and Mathematics
Manning & Napier August 2014 - Present
Exelis Inc. January 2009 - August 2014
Skills
Technical Leadership, Requirements Analysis, SharePoint, C#, Visual Studio, Software Development, Java, Software Engineering, Visio, Unix, XML, Microsoft SQL Server, SQL, JavaScript, HTML, CSS, Web Development, Visual Basic, .NET, Agile Methodologies, Web Applications, Web Services, Software Project..., Scrum, Programming, Subversion, Business Analysis, ASP.NET, IIS, Testing, Integration, Systems Analysis, Database Design, Databases, AJAX, MySQL
Education
Rochester Institute of Technology 2012 — 2017
Master of Business Administration (MBA)
Robert's Wesleyan College 2007 — 2009
Bachelor of Science, Double Major, Computer Science and Mathematics
Olivia Gosdeck's Manning & Napier Experience August 2015 - Present
Job Marketing Associate at Manning & Napier
Industry Marketing and Advertising
Experience
Manning & Napier August 2015 - Present
Manning & Napier February 2015 - August 2015
Camp Good Days & Special Times June 2014 - February 2015
St. John Fisher College September 2012 - December 2014
Skills
Leadership, Customer Service, Microsoft Office, Customer Satisfaction, Customer Oriented, Microsoft Excel, Phone Etiquette, Educational Leadership, Proficient Typing Skills, Teamwork, Critical Thinking, Higher Education, Management, Access, Research, Public Speaking
Education
St. John Fisher College 2011 — 2014
Bachelor of Science (BS), Business Administration and Management, General
University of Limerick 2013 — 2013
Alden High School 2007 — 2011
Advanced Regents Diploma
Manning & Napier August 2015 - Present
Manning & Napier February 2015 - August 2015
Camp Good Days & Special Times June 2014 - February 2015
St. John Fisher College September 2012 - December 2014
Skills
Leadership, Customer Service, Microsoft Office, Customer Satisfaction, Customer Oriented, Microsoft Excel, Phone Etiquette, Educational Leadership, Proficient Typing Skills, Teamwork, Critical Thinking, Higher Education, Management, Access, Research, Public Speaking
Education
St. John Fisher College 2011 — 2014
Bachelor of Science (BS), Business Administration and Management, General
University of Limerick 2013 — 2013
Alden High School 2007 — 2011
Advanced Regents Diploma
Liam McMahon Liam McMahon's Manning & Napier Experience May 2015 - Present
Job Equities / Derivatives Research at Manning & Napier
Industry Financial Services
Experience
Manning & Napier May 2015 - Present
Manning & Napier April 2014 - Present
Wright Time Capital Group July 2012 - March 2014
Kaplan January 2008 - June 2012
Pappas Law Library June 2010 - May 2012
David Flashenburg June 2010 - August 2010
Collins Collins & Donoghue August 2008 - December 2008
Skills
Legal Research, Immigration Law, Wills, Research, Legal Documents, Property Law, Legal Writing, Proofreading, Westlaw, Teaching, Intellectual Property, Corporate Law, International Law, Criminal Law, Policy Analysis, Lexis, Public Policy, Foreign Currency...
Education
Boston University School of Law 2009 — 2012
Doctor of Law (JD)
State University of New York College at Geneseo 2005 — 2009
Bachelor of Arts (BA), Political Science and Government
Canisius High School 2001 — 2005
Manning & Napier May 2015 - Present
Manning & Napier April 2014 - Present
Wright Time Capital Group July 2012 - March 2014
Kaplan January 2008 - June 2012
Pappas Law Library June 2010 - May 2012
David Flashenburg June 2010 - August 2010
Collins Collins & Donoghue August 2008 - December 2008
Skills
Legal Research, Immigration Law, Wills, Research, Legal Documents, Property Law, Legal Writing, Proofreading, Westlaw, Teaching, Intellectual Property, Corporate Law, International Law, Criminal Law, Policy Analysis, Lexis, Public Policy, Foreign Currency...
Education
Boston University School of Law 2009 — 2012
Doctor of Law (JD)
State University of New York College at Geneseo 2005 — 2009
Bachelor of Arts (BA), Political Science and Government
Canisius High School 2001 — 2005
Corey Petrie Corey Petrie's Manning & Napier Experience December 2014 - Present
Job QA Analyst at Manning & Napier
Industry Information Technology and Services
Experience
Manning & Napier December 2014 - Present
Transit Drive-In April 2012 - November 2014
Sodexo May 2014 - August 2014
Canisius College September 2013 - May 2014
YWCA of Niagara Instructional Swimming Program July 2007 - August 2013
Skills
SQL, Microsoft SQL Server, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Visual Basic, Java, Microsoft Access, Data Analysis
Education
Canisius College 2010 — 2014
Bachelor of Science (BS), Management Information Systems
Manning & Napier December 2014 - Present
Transit Drive-In April 2012 - November 2014
Sodexo May 2014 - August 2014
Canisius College September 2013 - May 2014
YWCA of Niagara Instructional Swimming Program July 2007 - August 2013
Skills
SQL, Microsoft SQL Server, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Visual Basic, Java, Microsoft Access, Data Analysis
Education
Canisius College 2010 — 2014
Bachelor of Science (BS), Management Information Systems
William J. Mitchell III William J. Mitchell III's Manning & Napier Experience June 2014 - Present
Job Equity Research at Manning & Napier
Industry Investment Management
Experience
Manning & Napier June 2014 - Present
Citigroup June 2012 - June 2014
Global Investment Research Challenge October 2011 - May 2012
Niagara Falls Chamber of Commerce October 2011 - May 2012
Niagara University May 2011 - January 2012
Niagara University October 2010 - May 2011
Niagara University January 2011 - April 2011
Grand Island Chamber of Commerce August 2010 - December 2010
Moreland's Landscaping May 2008 - September 2010
Snow Country September 2007 - January 2008
Skills
Financial Analysis, Risk Management, Technical Analysis, Tax Law, Data Analysis, Economics, Corporate Finance, PowerPoint, Excel, Word, Access, Writing, Tax, Research, Statistics, Sensitivity Analysis, Finance, Financial Modeling, Leadership, Management, Microsoft Excel, Microsoft Word, Strategy, Time Management
Education
Niagara University 2008 — 2012
Bachelor of Science, Major - Finance, Minor - Economics
Manning & Napier June 2014 - Present
Citigroup June 2012 - June 2014
Global Investment Research Challenge October 2011 - May 2012
Niagara Falls Chamber of Commerce October 2011 - May 2012
Niagara University May 2011 - January 2012
Niagara University October 2010 - May 2011
Niagara University January 2011 - April 2011
Grand Island Chamber of Commerce August 2010 - December 2010
Moreland's Landscaping May 2008 - September 2010
Snow Country September 2007 - January 2008
Skills
Financial Analysis, Risk Management, Technical Analysis, Tax Law, Data Analysis, Economics, Corporate Finance, PowerPoint, Excel, Word, Access, Writing, Tax, Research, Statistics, Sensitivity Analysis, Finance, Financial Modeling, Leadership, Management, Microsoft Excel, Microsoft Word, Strategy, Time Management
Education
Niagara University 2008 — 2012
Bachelor of Science, Major - Finance, Minor - Economics
Meg Vogler Meg Vogler's Manning & Napier Experience August 2000 - December 2002
Job CRM Administrator at Thermo Fisher Scientific
Industry Information Technology and Services
Experience
Thermo Fisher Scientific October 2012 - Present
Xerox October 2011 - October 2012
UTC RETAIL August 2006 - February 2011
Phillips Lytle LLP January 2003 - August 2006
Manning & Napier August 2000 - December 2002
Mapping Analytics August 1999 - August 2000
Birds Eye Foods October 1990 - August 1999
Education
Rochester Institute of Technology 1988 — 1990
MBA, Marketing
St. John Fisher College 1980 — 1984
BS, Business Management
Thermo Fisher Scientific October 2012 - Present
Xerox October 2011 - October 2012
UTC RETAIL August 2006 - February 2011
Phillips Lytle LLP January 2003 - August 2006
Manning & Napier August 2000 - December 2002
Mapping Analytics August 1999 - August 2000
Birds Eye Foods October 1990 - August 1999
Education
Rochester Institute of Technology 1988 — 1990
MBA, Marketing
St. John Fisher College 1980 — 1984
BS, Business Management
Tiffany Duncan-Magri Tiffany Duncan-Magri's Manning & Napier Experience March 2014 - Present
Job Compliance Communications Analyst at Manning & Napier
Industry Financial Services
Experience
Manning & Napier March 2014 - Present
Manning & Napier Advisors April 2010 - March 2014
Harris Interactive Inc. August 2007 - November 2009
RIT- College of Imaging Science 2006 July 2006 - June 2007
Graduate Management Association September 2005 - May 2007
Skills
Market Research, Management, Project Management, Marketing, Budgets, Data Analysis, Public Speaking, Strategic Planning, Microsoft Excel, Business Analysis, Microsoft Office
Education
Rochester Institute of Technology 2005 — 2007
MBA, Management
University of Southern Indiana 1999 — 2003
BS, Marketing
University of Evansville 1999 — 2001
BS, Marketing
Mt Vernon Senior High School 1995 — 1999
Manning & Napier March 2014 - Present
Manning & Napier Advisors April 2010 - March 2014
Harris Interactive Inc. August 2007 - November 2009
RIT- College of Imaging Science 2006 July 2006 - June 2007
Graduate Management Association September 2005 - May 2007
Skills
Market Research, Management, Project Management, Marketing, Budgets, Data Analysis, Public Speaking, Strategic Planning, Microsoft Excel, Business Analysis, Microsoft Office
Education
Rochester Institute of Technology 2005 — 2007
MBA, Management
University of Southern Indiana 1999 — 2003
BS, Marketing
University of Evansville 1999 — 2001
BS, Marketing
Mt Vernon Senior High School 1995 — 1999
Nate Schreiber Nate Schreiber's Manning & Napier Experience July 2015 - Present
Job Marketing Associate Alternative Strategies at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier July 2015 - Present
United States Soccer Federation May 2011 - Present
AXA Advisors September 2014 - June 2015
Keuka College March 2013 - May 2014
Xerox January 2013 - January 2013
Unity Health System January 2012 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Leadership, InDesign, RFP Generation, Investments, Finance, Public Speaking, Financial Services, Retirement, Social Media, Event Planning, Financial Advisory
Education
Keuka College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics, 3.58
Hilton Central High School 2006 — 2010
Manning & Napier July 2015 - Present
United States Soccer Federation May 2011 - Present
AXA Advisors September 2014 - June 2015
Keuka College March 2013 - May 2014
Xerox January 2013 - January 2013
Unity Health System January 2012 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Leadership, InDesign, RFP Generation, Investments, Finance, Public Speaking, Financial Services, Retirement, Social Media, Event Planning, Financial Advisory
Education
Keuka College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics, 3.58
Hilton Central High School 2006 — 2010
Ebrahim Busheri Ebrahim Busheri's Manning & Napier Experience March 2015 - Present
Job Director of Investments at Manning & Napier
Industry Financial Services
Experience
Manning & Napier March 2015 - Present
Manning & Napier July 2011 - March 2015
Heritage Capital 2007 - June 2011
W.P. Stewart 2004 - March 2007
W.P. Stewart 2003 - 2007
W.P. Stewart November 2001 - 2007
Manning & Napier 1998 - October 2001
Manning & Napier 1997 - 2001
Manning & Napier 1992 - 2001
Manning & Napier October 1988 - 1992
Education
William E. Simon School of Business 1986 — 1988
Master of Business Administration (M.B.A.), Finance
Muskingum College 1983 — 1986
B.A., Accounting, Economics
Manning & Napier March 2015 - Present
Manning & Napier July 2011 - March 2015
Heritage Capital 2007 - June 2011
W.P. Stewart 2004 - March 2007
W.P. Stewart 2003 - 2007
W.P. Stewart November 2001 - 2007
Manning & Napier 1998 - October 2001
Manning & Napier 1997 - 2001
Manning & Napier 1992 - 2001
Manning & Napier October 1988 - 1992
Education
William E. Simon School of Business 1986 — 1988
Master of Business Administration (M.B.A.), Finance
Muskingum College 1983 — 1986
B.A., Accounting, Economics
Elizabeth Pellegrini Elizabeth Pellegrini's Manning & Napier Experience May 2014 - August 2014
Job Intern at Manning & Napier
Industry Law Practice
Experience
High Point University January 2014 - Present
Manning & Napier May 2014 - August 2014
Monroe County District Attorney June 2012 - August 2012
Skills
Teamwork, Microsoft Office, Group Decision Making, Efficiency, Highly responsible, Highly self-motivated
Education
High Point University 2013 — 2016
BSBA, Business Administration
Pittsford Sutherland High School 2009 — 2013
Diploma
High Point University January 2014 - Present
Manning & Napier May 2014 - August 2014
Monroe County District Attorney June 2012 - August 2012
Skills
Teamwork, Microsoft Office, Group Decision Making, Efficiency, Highly responsible, Highly self-motivated
Education
High Point University 2013 — 2016
BSBA, Business Administration
Pittsford Sutherland High School 2009 — 2013
Diploma
Brian Schmeer Brian Schmeer's Manning & Napier Experience November 2014 - Present
Job Senior Associate, Equity Research at Manning & Napier
Industry Investment Management
Experience
Manning & Napier November 2014 - Present
Manning & Napier September 2013 - December 2014
Manning & Napier June 2012 - September 2013
Fiera Capital Corporation June 2011 - September 2011
Fiera Sceptre Inc. June 2010 - September 2010
Skills
Financial Analysis, Equities, Financial Modeling, Valuation, Investments, Economics, Investment Strategies, Mutual Funds, Analysis, Equity Valuation, Equity Research
Education
University of Rochester 2008 — 2012
Bachelor of Arts, Financial Economics w/ Minor in Business
Queen Mary University of London
Manning & Napier November 2014 - Present
Manning & Napier September 2013 - December 2014
Manning & Napier June 2012 - September 2013
Fiera Capital Corporation June 2011 - September 2011
Fiera Sceptre Inc. June 2010 - September 2010
Skills
Financial Analysis, Equities, Financial Modeling, Valuation, Investments, Economics, Investment Strategies, Mutual Funds, Analysis, Equity Valuation, Equity Research
Education
University of Rochester 2008 — 2012
Bachelor of Arts, Financial Economics w/ Minor in Business
Queen Mary University of London
Jim Hakewill, CFP® Jim Hakewill, CFP®'s Manning & Napier Experience April 2014 - Present
Job DCIO Specialist at Manning & Napier
Industry Financial Services
Experience
Manning & Napier April 2014 - Present
Manning & Napier January 2012 - April 2014
Manning & Napier June 2010 - December 2011
Howe & Rusling, Inc. October 2007 - June 2010
William Blair and Company June 2006 - August 2007
Johnstown Chiefs January 2006 - April 2006
Idaho Steelheads September 2005 - January 2006
Education
College for Financial Planning 2008 — 2009
CFP® Professional Education Program
St. Lawrence University 2001 — 2005
BA, Economics
Westminster 1999 — 2001
Manning & Napier April 2014 - Present
Manning & Napier January 2012 - April 2014
Manning & Napier June 2010 - December 2011
Howe & Rusling, Inc. October 2007 - June 2010
William Blair and Company June 2006 - August 2007
Johnstown Chiefs January 2006 - April 2006
Idaho Steelheads September 2005 - January 2006
Education
College for Financial Planning 2008 — 2009
CFP® Professional Education Program
St. Lawrence University 2001 — 2005
BA, Economics
Westminster 1999 — 2001
Leland Hayford's Manning & Napier Experience May 2014 - Present
Job Compliance Oversight Personal Securities Specialist at Manning & Napier
Industry Financial Services
Experience
Manning & Napier May 2014 - Present
Salmin, Celona, Wherle, and Flaherty January 2013 - April 2013
Skills
Microsoft Excel
Education
Nazareth College of Rochester 2010 — 2014
B.S. Accounting, B.S. Economics
Manning & Napier May 2014 - Present
Salmin, Celona, Wherle, and Flaherty January 2013 - April 2013
Skills
Microsoft Excel
Education
Nazareth College of Rochester 2010 — 2014
B.S. Accounting, B.S. Economics
Mark Abdalla Mark Abdalla's Manning & Napier Experience October 2014 - Present
Job Research Associate at Manning & Napier
Industry Investment Management
Experience
Manning & Napier October 2014 - Present
Miller Howard Investments June 2014 - August 2014
CIBC World Markets 2013 - 2013
BNP Paribas 2007 - 2012
Credit Suisse 2006 - 2006
Brown Brothers Harriman 2005 - 2006
HLV Capital 2005 - 2005
Skills
Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Valuation, Investment Banking, Derivatives, Equities, Private Equity, Emerging Markets, Statistics
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Boston University 2006 — 2007
MA, Economics
Carnegie Mellon University 2000 — 2004
BS, Economics
The University of Edinburgh
Study Abroad Program
United Nations International School
Manning & Napier October 2014 - Present
Miller Howard Investments June 2014 - August 2014
CIBC World Markets 2013 - 2013
BNP Paribas 2007 - 2012
Credit Suisse 2006 - 2006
Brown Brothers Harriman 2005 - 2006
HLV Capital 2005 - 2005
Skills
Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Valuation, Investment Banking, Derivatives, Equities, Private Equity, Emerging Markets, Statistics
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Boston University 2006 — 2007
MA, Economics
Carnegie Mellon University 2000 — 2004
BS, Economics
The University of Edinburgh
Study Abroad Program
United Nations International School
David Mandel's Manning & Napier Experience 1996 - 1999
Job Dean of IT/CIO at American Hebrew Academy
Industry Primary/Secondary Education
Experience
American Hebrew Academy July 2006 - Present
Computer Patent Annuities 2002 - 2005
CPA Global 2001 - 2003
Cymfony 2000 - 2002
Manning & Napier Information Services 1999 - 2001
Manning & Napier 1996 - 1999
Xerox 1994 - 1999
EDS 1994 - 1999
EDS 1994 - 1999
FCA 1992 - 1993
Skills
Patents, Teaching, Public Speaking, Curriculum Development, Curriculum Design, Staff Development, Higher Education, Nonprofits, Educational Technology, Program Development, Research, Tutoring, Adult Education, Classroom, Grant Writing, Leadership Development, Community Outreach, Editing, Fundraising, Social Media
Education
University of Connecticut 1972 — 1979
PhD., Psychology
Purdue University 1968 — 1972
Bachelor of Science (BS), Psychology
American Hebrew Academy July 2006 - Present
Computer Patent Annuities 2002 - 2005
CPA Global 2001 - 2003
Cymfony 2000 - 2002
Manning & Napier Information Services 1999 - 2001
Manning & Napier 1996 - 1999
Xerox 1994 - 1999
EDS 1994 - 1999
EDS 1994 - 1999
FCA 1992 - 1993
Skills
Patents, Teaching, Public Speaking, Curriculum Development, Curriculum Design, Staff Development, Higher Education, Nonprofits, Educational Technology, Program Development, Research, Tutoring, Adult Education, Classroom, Grant Writing, Leadership Development, Community Outreach, Editing, Fundraising, Social Media
Education
University of Connecticut 1972 — 1979
PhD., Psychology
Purdue University 1968 — 1972
Bachelor of Science (BS), Psychology
Austin Hardy's Manning & Napier Experience March 2015 - Present
Job Associate Administrator at Manning & Napier
Industry Investment Banking
Experience
Manning & Napier March 2015 - Present
Canandaigua National Bank & Trust February 2013 - March 2015
ESL Federal Credit Union May 2012 - September 2012
Skills
Microsoft Office, Excel, Microsoft Works, Access, Outlook, Data Entry, Administrative..., PowerPoint, Facebook, Microsoft Word, Research, Teamwork, Data Analysis, Social Networking, Core Banking, Time Management, Banking, Cash Management, Economics, Customer Service, Microsoft Excel
Education
St. John Fisher College 2009 — 2012
B.A, Economics, 3.0
Nazareth College of Rochester 2008 — 2009
Economics and Business, 3.0
McQuaid Jesuit Highschool 2004 — 2008
Manning & Napier March 2015 - Present
Canandaigua National Bank & Trust February 2013 - March 2015
ESL Federal Credit Union May 2012 - September 2012
Skills
Microsoft Office, Excel, Microsoft Works, Access, Outlook, Data Entry, Administrative..., PowerPoint, Facebook, Microsoft Word, Research, Teamwork, Data Analysis, Social Networking, Core Banking, Time Management, Banking, Cash Management, Economics, Customer Service, Microsoft Excel
Education
St. John Fisher College 2009 — 2012
B.A, Economics, 3.0
Nazareth College of Rochester 2008 — 2009
Economics and Business, 3.0
McQuaid Jesuit Highschool 2004 — 2008
Mollie Lipp Mollie Lipp's Manning & Napier Experience February 2015 - Present
Job Compliance Associate at Manning & Napier
Industry Financial Services
Experience
Manning & Napier February 2015 - Present
Cornell University February 2013 - December 2014
M&T Bank 2014 - August 2014
Finger Lakes Community College May 2012 - August 2012
Finger Lakes Community College August 2011 - May 2012
Finger Lakes Community College 2010 - 2012
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Public Speaking, Data Analysis, Community Outreach, Higher Education, Social Media, Spanish, Fundraising
Education
Cornell University 2012 — 2015
Bachelor of Science, Industrial and Labor Relations
Finger Lakes Community College 2008 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Manning & Napier February 2015 - Present
Cornell University February 2013 - December 2014
M&T Bank 2014 - August 2014
Finger Lakes Community College May 2012 - August 2012
Finger Lakes Community College August 2011 - May 2012
Finger Lakes Community College 2010 - 2012
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Public Speaking, Data Analysis, Community Outreach, Higher Education, Social Media, Spanish, Fundraising
Education
Cornell University 2012 — 2015
Bachelor of Science, Industrial and Labor Relations
Finger Lakes Community College 2008 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Emily Hawk Emily Hawk's Manning & Napier Experience May 2015 - Present
Job Client Services Coordinator at Manning & Napier
Industry Public Relations and Communications
Experience
Manning & Napier May 2015 - Present
L.L.Bean June 2014 - May 2015
L.L.Bean June 2010 - June 2014
Smithsonian Institution, Office of Advancement January 2014 - May 2014
American University August 2013 - May 2014
Tipping Point Media May 2013 - August 2013
American University January 2012 - May 2013
Music Kids August 2012 - December 2012
Keuka Lake Association May 2012 - August 2012
Skills
Social Media, Facebook, Public Relations, Public Speaking, Editing, Research, Press Releases, Customer Service, Communication, Event Planning, Communication Skills, PowerPoint, Microsoft Office, Microsoft Word, CisionPoint, Media List Building, Presentations, Project Management, Community Engagement
Education
American University 2011 — 2014
Bachelor of Arts (BA), Public Communications
Victor Senior High School 2007 — 2011
International Baccalaureate Programme Diploma
Manning & Napier May 2015 - Present
L.L.Bean June 2014 - May 2015
L.L.Bean June 2010 - June 2014
Smithsonian Institution, Office of Advancement January 2014 - May 2014
American University August 2013 - May 2014
Tipping Point Media May 2013 - August 2013
American University January 2012 - May 2013
Music Kids August 2012 - December 2012
Keuka Lake Association May 2012 - August 2012
Skills
Social Media, Facebook, Public Relations, Public Speaking, Editing, Research, Press Releases, Customer Service, Communication, Event Planning, Communication Skills, PowerPoint, Microsoft Office, Microsoft Word, CisionPoint, Media List Building, Presentations, Project Management, Community Engagement
Education
American University 2011 — 2014
Bachelor of Arts (BA), Public Communications
Victor Senior High School 2007 — 2011
International Baccalaureate Programme Diploma
Nikki Goldberg's Manning & Napier Experience June 2015 - July 2015
Job Student at Cornell University
Industry
Experience
Manning & Napier June 2015 - July 2015
Cornell University May 2014 - May 2015
Mutual Investment Club of Cornell September 2013 - May 2015
Johnson School of Management at Cornell University July 2013 - July 2013
NYC Service August 2011 - August 2011
United Nations July 2010 - August 2010
Skills
Economics
Education
Cornell University 2012 — 2016
Bachelor of Science (BS), Applied Economics and Management
London School of Economics and Political Science 2013 — 2013
Economics
Manning & Napier June 2015 - July 2015
Cornell University May 2014 - May 2015
Mutual Investment Club of Cornell September 2013 - May 2015
Johnson School of Management at Cornell University July 2013 - July 2013
NYC Service August 2011 - August 2011
United Nations July 2010 - August 2010
Skills
Economics
Education
Cornell University 2012 — 2016
Bachelor of Science (BS), Applied Economics and Management
London School of Economics and Political Science 2013 — 2013
Economics
Kevin Garrett Sieger Kevin Garrett Sieger's Manning & Napier Experience April 2014 - November 2014
Job Internal Auditor
Industry Accounting
Experience
Waters November 2014 - Present
Manning & Napier April 2014 - November 2014
Manasquan River Golf Club March 2013 - April 2014
Trump National Golf Club, Bedminster May 2012 - December 2012
Ballantyne Country Club May 2010 - August 2010
Skills
Typing, Microsoft Excel, Microsoft Word, PowerPoint, Financial Statement..., Golf, Customer Service, Time Management, Marketing Strategy, Management, Club, Tournaments, Golf Courses
Education
Coastal Carolina University 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.955
Waters November 2014 - Present
Manning & Napier April 2014 - November 2014
Manasquan River Golf Club March 2013 - April 2014
Trump National Golf Club, Bedminster May 2012 - December 2012
Ballantyne Country Club May 2010 - August 2010
Skills
Typing, Microsoft Excel, Microsoft Word, PowerPoint, Financial Statement..., Golf, Customer Service, Time Management, Marketing Strategy, Management, Club, Tournaments, Golf Courses
Education
Coastal Carolina University 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.955
Ryan Lumb Ryan Lumb's Manning & Napier Experience June 2013 - Present
Job Equity Research at Manning & Napier
Industry Financial Services
Experience
Manning & Napier June 2013 - Present
Geneseo Student Managed Investment Fund August 2012 - May 2013
Genesee & Wyoming Inc. May 2012 - August 2012
Geneseo Finance Club January 2012 - March 2012
Education
SUNY Geneseo 2010 — 2013
BS, Accounting
Manning & Napier June 2013 - Present
Geneseo Student Managed Investment Fund August 2012 - May 2013
Genesee & Wyoming Inc. May 2012 - August 2012
Geneseo Finance Club January 2012 - March 2012
Education
SUNY Geneseo 2010 — 2013
BS, Accounting
Jesse Lo Re Jesse Lo Re's Manning & Napier Experience February 1990 - July 1993
Job Chief Financial Officer at Ads Direct Media
Industry Marketing and Advertising
Experience
Ads Direct Media September 2015 - Present
Ads Direct Media October 2013 - September 2015
Keono (formerly Five Data, LLC) March 2011 - September 2013
Vayan Marketing Group, LLC January 2004 - March 2011
Wisdom Management Group February 2002 - December 2003
Xcelerate / (now Razorfish) June 1997 - February 2002
Ryder System, Inc. October 1996 - June 1997
Cambridge Technology Partners May 1995 - October 1996
Manning & Napier February 1990 - July 1993
Skills
Executive Management, Strategy, Strategic Partnerships, Interactive Marketing, Online Advertising, SEM, Social Media Marketing, Display Advertising, Email Marketing, Start-ups, Business Development, Management Consulting, Strategic Planning, Marketing Strategy, Business Performance..., Online Marketing, SEO, Web Marketing, Search Advertising, Lead Generation, Email, Interactive Advertising, Affiliate Marketing, Online Lead Generation, Analytics, B2B Marketing, Management, Landing Page..., Multi-channel Marketing, Conversion Optimization, Mobile Advertising, Team Leadership, Mobile Marketing, E-commerce, Digital Strategy, Media Buying, Integrated Marketing, Google Adwords, PMP, Marketing, PPC, Customer Acquisition, Affiliate Management, Digital Marketing, Database Marketing, Marketing Automation, Operational Excellence, Leadership, Web Analytics, Direct Marketing
Education
University of Miami 1992 — 1995
MS, Management Information Systems, summa cum laude, 4.0
University of Miami 1992 — 1995
MBA, Strategic Management, summa cum laude, 4.0
Rochester Institute of Technology 1985 — 1990
BS, Finance / Economics, Magna Cum Laude
Ads Direct Media September 2015 - Present
Ads Direct Media October 2013 - September 2015
Keono (formerly Five Data, LLC) March 2011 - September 2013
Vayan Marketing Group, LLC January 2004 - March 2011
Wisdom Management Group February 2002 - December 2003
Xcelerate / (now Razorfish) June 1997 - February 2002
Ryder System, Inc. October 1996 - June 1997
Cambridge Technology Partners May 1995 - October 1996
Manning & Napier February 1990 - July 1993
Skills
Executive Management, Strategy, Strategic Partnerships, Interactive Marketing, Online Advertising, SEM, Social Media Marketing, Display Advertising, Email Marketing, Start-ups, Business Development, Management Consulting, Strategic Planning, Marketing Strategy, Business Performance..., Online Marketing, SEO, Web Marketing, Search Advertising, Lead Generation, Email, Interactive Advertising, Affiliate Marketing, Online Lead Generation, Analytics, B2B Marketing, Management, Landing Page..., Multi-channel Marketing, Conversion Optimization, Mobile Advertising, Team Leadership, Mobile Marketing, E-commerce, Digital Strategy, Media Buying, Integrated Marketing, Google Adwords, PMP, Marketing, PPC, Customer Acquisition, Affiliate Management, Digital Marketing, Database Marketing, Marketing Automation, Operational Excellence, Leadership, Web Analytics, Direct Marketing
Education
University of Miami 1992 — 1995
MS, Management Information Systems, summa cum laude, 4.0
University of Miami 1992 — 1995
MBA, Strategic Management, summa cum laude, 4.0
Rochester Institute of Technology 1985 — 1990
BS, Finance / Economics, Magna Cum Laude
Sarah Spiggle Sarah Spiggle's Manning & Napier Experience April 2015 - June 2015
Job Nanny
Industry Individual & Family Services
Experience
Nanny June 2015 - Present
Manning & Napier April 2015 - June 2015
Manning & Napier March 2014 - April 2015
Manning & Napier May 2011 - March 2014
Wegmans Food Markets November 2004 - October 2011
Relin, Goldstein & Crane LLP July 2010 - May 2011
Willard & Maple - Literary & Fine Arts Magazine January 2008 - January 2009
Champlain College August 2006 - April 2007
Education
Champlain College 2005 — 2010
Bachelor's degree, Professional, Technical, Business, and Scientific Writing
Pittsford Sutherland High School 2003 — 2005
High School
Nanny June 2015 - Present
Manning & Napier April 2015 - June 2015
Manning & Napier March 2014 - April 2015
Manning & Napier May 2011 - March 2014
Wegmans Food Markets November 2004 - October 2011
Relin, Goldstein & Crane LLP July 2010 - May 2011
Willard & Maple - Literary & Fine Arts Magazine January 2008 - January 2009
Champlain College August 2006 - April 2007
Education
Champlain College 2005 — 2010
Bachelor's degree, Professional, Technical, Business, and Scientific Writing
Pittsford Sutherland High School 2003 — 2005
High School
Peter Reitmeyer Peter Reitmeyer's Manning & Napier Experience September 2014 - Present
Job Vice President, Client Consultant at Manning & Napier
Industry Financial Services
Experience
Manning & Napier September 2014 - Present
PENN Capital Management February 2011 - August 2014
Iron Mountain 2010 - 2011
SEI Investments October 1998 - February 2010
First Investors Corporation 1997 - 1998
Skills
Asset Management, Relationship Management, Asset Allocation, Sales, Employee Training, Alternative Investments, Investments, Financial Analysis, Customer Service, Asset Managment, Banking, Insurance, Microsoft Excel, Outsourcing, Financial Services, Mutual Funds, Management, CRM, Training, Marketing, Project Management
Education
Lycoming College 1989 — 1993
BA, Criminal Justice
Manning & Napier September 2014 - Present
PENN Capital Management February 2011 - August 2014
Iron Mountain 2010 - 2011
SEI Investments October 1998 - February 2010
First Investors Corporation 1997 - 1998
Skills
Asset Management, Relationship Management, Asset Allocation, Sales, Employee Training, Alternative Investments, Investments, Financial Analysis, Customer Service, Asset Managment, Banking, Insurance, Microsoft Excel, Outsourcing, Financial Services, Mutual Funds, Management, CRM, Training, Marketing, Project Management
Education
Lycoming College 1989 — 1993
BA, Criminal Justice
Habibe Hakiqi's Manning & Napier Experience January 2009 - June 2012
Job Equity Research Analyst & Portfolio Manager
Industry Investment Management
Experience
Manning & Napier January 2009 - June 2012
Skills
Financial Modeling, Equity Research, Economics, Valuation, Bloomberg, Quantitative Analytics, Equities, Investment Management, Hedge Funds, Private Equity
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Rochester 2005 — 2009
Bachelor of Arts (B.A.), Economics, Political Science
Manning & Napier January 2009 - June 2012
Skills
Financial Modeling, Equity Research, Economics, Valuation, Bloomberg, Quantitative Analytics, Equities, Investment Management, Hedge Funds, Private Equity
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Rochester 2005 — 2009
Bachelor of Arts (B.A.), Economics, Political Science
Michelle Hibbard Michelle Hibbard's Manning & Napier Experience April 2014 - June 2014
Job Budding Pricing and Marketing Strategy Professional with interests in Sports and Technology
Industry Marketing and Advertising
Experience
The FormKey June 2015 - August 2015
Manning & Napier April 2014 - June 2014
Gong Glass Works August 2012 - April 2014
Burns Personnel June 2012 - October 2012
Northwestern Mutual January 2012 - April 2012
Education
William E. Simon School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Pricing, Marketing Strategy, Finance
Binghamton University - School of Management 2009 — 2011
Bachelors, Business Management
State University of New York College at Geneseo 2008 — 2009
Business Administration
The FormKey June 2015 - August 2015
Manning & Napier April 2014 - June 2014
Gong Glass Works August 2012 - April 2014
Burns Personnel June 2012 - October 2012
Northwestern Mutual January 2012 - April 2012
Education
William E. Simon School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Pricing, Marketing Strategy, Finance
Binghamton University - School of Management 2009 — 2011
Bachelors, Business Management
State University of New York College at Geneseo 2008 — 2009
Business Administration
Jessica Holly Jessica Holly's Manning & Napier Experience April 2014 - Present
Job IT Project Manager at Manning & Napier
Industry Investment Management
Experience
Manning & Napier April 2014 - Present
Manning & Napier May 2013 - April 2014
Manning & Napier May 2012 - May 2013
Manning & Napier May 2011 - May 2012
Manning & Napier February 2009 - April 2011
Manning & Napier February 2008 - February 2009
Education
State University of New York College at Fredonia 2002 — 2006
Bachelor’s Degree, Business Administration - Marketing
Manning & Napier April 2014 - Present
Manning & Napier May 2013 - April 2014
Manning & Napier May 2012 - May 2013
Manning & Napier May 2011 - May 2012
Manning & Napier February 2009 - April 2011
Manning & Napier February 2008 - February 2009
Education
State University of New York College at Fredonia 2002 — 2006
Bachelor’s Degree, Business Administration - Marketing
Rachel Fountain's Manning & Napier Experience May 2014 - December 2014
Job Financial Services Team Associate at Krueger Financial Group, an office of MetLife
Industry Financial Services
Experience
Krueger Financial Group, an office of MetLife December 2014 - Present
Manning & Napier May 2014 - December 2014
iTP Partners, LLC 2012 - May 2014
Education
St. John Fisher College 2011 — 2013
BS in Business Administration with Financial Planning Concentration, Business Administration and Management, General
Nazareth College of Rochester
Business Administration and Management, General
Krueger Financial Group, an office of MetLife December 2014 - Present
Manning & Napier May 2014 - December 2014
iTP Partners, LLC 2012 - May 2014
Education
St. John Fisher College 2011 — 2013
BS in Business Administration with Financial Planning Concentration, Business Administration and Management, General
Nazareth College of Rochester
Business Administration and Management, General
Emma Diehl's Manning & Napier Experience June 2015 - Present
Job Intern at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier June 2015 - Present
Hobart and William Smith Colleges January 2015 - Present
Brighton Recreation Ctr May 2014 - Present
Wegmans Food Markets January 2010 - January 2013
Education
Hobart and William Smith Colleges 2013 — 2017
Economics, Sophomore
Brighton High School 2009 — 2013
Manning & Napier June 2015 - Present
Hobart and William Smith Colleges January 2015 - Present
Brighton Recreation Ctr May 2014 - Present
Wegmans Food Markets January 2010 - January 2013
Education
Hobart and William Smith Colleges 2013 — 2017
Economics, Sophomore
Brighton High School 2009 — 2013
Janice Embury's Manning & Napier Experience December 2014 - Present
Job Senior Marketing Associate at Manning & Napier
Industry Marketing and Advertising
Experience
Manning & Napier December 2014 - Present
Manning & Napier February 2014 - December 2014
Manning & Napier February 2010 - February 2014
Skills
Able to work..., Excellent time..., Comprehention of the..., Willingness to learn..., Time management, Efficiency, Time Management, Marketing Communications, Marketing Research, Newsletters, Event Planning, Market Research, Social Media Marketing, Marketing, Email Marketing, Advertising, Microsoft Office, Social Media, Marketing Strategy, Social Networking, Microsoft Excel
Education
St. John Fisher College 2012 — 2015
Master of Business Administration (MBA), Marketing, 3.82
Elmira College 2006 — 2009
Bachelor of Science (BS), Marketing, Economics, and Management
Manning & Napier December 2014 - Present
Manning & Napier February 2014 - December 2014
Manning & Napier February 2010 - February 2014
Skills
Able to work..., Excellent time..., Comprehention of the..., Willingness to learn..., Time management, Efficiency, Time Management, Marketing Communications, Marketing Research, Newsletters, Event Planning, Market Research, Social Media Marketing, Marketing, Email Marketing, Advertising, Microsoft Office, Social Media, Marketing Strategy, Social Networking, Microsoft Excel
Education
St. John Fisher College 2012 — 2015
Master of Business Administration (MBA), Marketing, 3.82
Elmira College 2006 — 2009
Bachelor of Science (BS), Marketing, Economics, and Management
Zubair Dawood's Manning & Napier Experience October 2014 - Present
Job Senior Research Associate at Manning & Napier
Industry Investment Management
Experience
Manning & Napier October 2014 - Present
Manning & Napier May 2013 - October 2014
Manning & Napier June 2012 - May 2013
Geneseo Student Managed Investment Fund August 2009 - May 2012
Federal Reserve Challenge September 2008 - October 2011
John Wiley Jones School of Business August 2009 - December 2010
Manning & Napier May 2010 - August 2010
Skills
Bloomberg, Factset, VBA, Economics, Microsoft Office, PowerPoint, Microsoft Excel, Financial Analysis, Research, Data Analysis, Financial Modeling, Public Speaking, Microsoft Word
Education
State University of New York College at Geneseo 2008 — 2012
Bachelor’s Degree, Economics and Mathematics
Manning & Napier October 2014 - Present
Manning & Napier May 2013 - October 2014
Manning & Napier June 2012 - May 2013
Geneseo Student Managed Investment Fund August 2009 - May 2012
Federal Reserve Challenge September 2008 - October 2011
John Wiley Jones School of Business August 2009 - December 2010
Manning & Napier May 2010 - August 2010
Skills
Bloomberg, Factset, VBA, Economics, Microsoft Office, PowerPoint, Microsoft Excel, Financial Analysis, Research, Data Analysis, Financial Modeling, Public Speaking, Microsoft Word
Education
State University of New York College at Geneseo 2008 — 2012
Bachelor’s Degree, Economics and Mathematics
Kathryn Higgins Kathryn Higgins's Manning & Napier Experience October 2014 - Present
Job Internal DCIO Consultant at Manning & Napier
Industry Financial Services
Experience
Manning & Napier October 2014 - Present
Manning & Napier Advisors March 2012 - October 2014
Manning & Napier Advisors October 2011 - March 2012
J.P. Morgan May 2011 - August 2011
New York State Agricultural Experiment Station at Cornell University May 2009 - January 2011
Skills
Financial Analysis, Financial Modeling, Investments, Leadership
Education
Rochester Institute of Technology 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
State University of New York College at Fredonia 2007 — 2011
Bachelor of Science, Business Finance
Manning & Napier October 2014 - Present
Manning & Napier Advisors March 2012 - October 2014
Manning & Napier Advisors October 2011 - March 2012
J.P. Morgan May 2011 - August 2011
New York State Agricultural Experiment Station at Cornell University May 2009 - January 2011
Skills
Financial Analysis, Financial Modeling, Investments, Leadership
Education
Rochester Institute of Technology 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
State University of New York College at Fredonia 2007 — 2011
Bachelor of Science, Business Finance
Erica Mimken's Manning & Napier Experience August 2014 - Present
Job Graphic Designer
Industry Graphic Design
Experience
Manning & Napier August 2014 - Present
Martino Flynn May 2013 - August 2013
Skills
Adobe Creative Suite, Photoshop, InDesign, Graphic Design, Typography, Layout, Corporate Identity, Logo Design, Illustrator, Branding & Identity
Education
SUNY New Paltz 2010 — 2014
Bachelor's Degree, Graphic Design
Manning & Napier August 2014 - Present
Martino Flynn May 2013 - August 2013
Skills
Adobe Creative Suite, Photoshop, InDesign, Graphic Design, Typography, Layout, Corporate Identity, Logo Design, Illustrator, Branding & Identity
Education
SUNY New Paltz 2010 — 2014
Bachelor's Degree, Graphic Design
George Stemerman George Stemerman's Manning & Napier Experience August 2014 - Present
Job Vice President, Client Consultant, Taft Hartley at Manning & Napier
Industry Financial Services
Experience
Manning & Napier August 2014 - Present
CORPaTH December 2012 - Present
Intercontinental Real Estate Corporation February 2013 - August 2014
Grant & Eisenhofer PA November 2008 - February 2013
Blue Rock Advisors May 2007 - May 2012
Education
New York Law School 2003 — 2006
JD
University of Michigan 1997 — 2001
BA, Political Science
Boston University
Manning & Napier August 2014 - Present
CORPaTH December 2012 - Present
Intercontinental Real Estate Corporation February 2013 - August 2014
Grant & Eisenhofer PA November 2008 - February 2013
Blue Rock Advisors May 2007 - May 2012
Education
New York Law School 2003 — 2006
JD
University of Michigan 1997 — 2001
BA, Political Science
Boston University
Rebecca Keesey Rebecca Keesey's Manning & Napier Experience April 2014 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Investment Management
Experience
Manning & Napier April 2014 - Present
Manning & Napier April 2011 - April 2014
McDonald's Corporation October 2005 - December 2010
Education
Alfred State College - SUNY College of Technology 2005 — 2010
BBA, Financial Planning
Manning & Napier April 2014 - Present
Manning & Napier April 2011 - April 2014
McDonald's Corporation October 2005 - December 2010
Education
Alfred State College - SUNY College of Technology 2005 — 2010
BBA, Financial Planning
Liza Akselrod Liza Akselrod's Manning & Napier Experience January 2015 - Present
Job Junior Analyst at Manning & Napier
Industry Financial Services
Experience
Manning & Napier January 2015 - Present
Manning & Napier Advisors January 2010 - December 2014
Manning & Napier January 2009 - December 2009
Manning & Napier Advisors February 2006 - January 2009
Bear Stearns February 2003 - December 2005
Skills
Bloomberg, Fixed Income
Education
Rochester Institute of Technology 2007 — 2008
MBA, Finance
State University of New York at Binghamton 1998 — 2002
BA, Economics
Manning & Napier January 2015 - Present
Manning & Napier Advisors January 2010 - December 2014
Manning & Napier January 2009 - December 2009
Manning & Napier Advisors February 2006 - January 2009
Bear Stearns February 2003 - December 2005
Skills
Bloomberg, Fixed Income
Education
Rochester Institute of Technology 2007 — 2008
MBA, Finance
State University of New York at Binghamton 1998 — 2002
BA, Economics
Mike Turgeon's Manning & Napier Experience December 2014 - Present
Job Vice President, Platform Sales at Manning & Napier
Industry Financial Services
Experience
Manning & Napier December 2014 - Present
FiPath4Advisors, LLC February 2012 - November 2014
Fundamental Consulting Group, LLC January 2012 - October 2014
American Century Investments May 2008 - December 2011
American Century Investments January 2004 - April 2008
American Century Investments January 2000 - December 2003
American Century Investments June 1997 - December 1999
Phoenix Investments June 1996 - June 1997
Phoenix Investments June 1995 - May 1996
Phoenix Investments January 1986 - May 1995
Skills
Strategy, Investments, Business Development, Investment Management, Mutual Funds, Lead Generation, Account Management, Financial Advisory, Online Marketing, Asset Management, Series 7, Wealth Management, Marketing, Asset Allocation, Investment Advisory, Alternative Investments, Financial Markets, Series 63, Management, FINRA, Portfolio Management, Investment Strategies, Retirement, Strategic Financial..., 401k, Start-ups, Securities, Finance, ETFs, Series 65, Entrepreneurship, Writing, Financial Services
Education
Keene State College 1978 — 1982
Bachelor's Degree, Business Administration and Management, General
Manning & Napier December 2014 - Present
FiPath4Advisors, LLC February 2012 - November 2014
Fundamental Consulting Group, LLC January 2012 - October 2014
American Century Investments May 2008 - December 2011
American Century Investments January 2004 - April 2008
American Century Investments January 2000 - December 2003
American Century Investments June 1997 - December 1999
Phoenix Investments June 1996 - June 1997
Phoenix Investments June 1995 - May 1996
Phoenix Investments January 1986 - May 1995
Skills
Strategy, Investments, Business Development, Investment Management, Mutual Funds, Lead Generation, Account Management, Financial Advisory, Online Marketing, Asset Management, Series 7, Wealth Management, Marketing, Asset Allocation, Investment Advisory, Alternative Investments, Financial Markets, Series 63, Management, FINRA, Portfolio Management, Investment Strategies, Retirement, Strategic Financial..., 401k, Start-ups, Securities, Finance, ETFs, Series 65, Entrepreneurship, Writing, Financial Services
Education
Keene State College 1978 — 1982
Bachelor's Degree, Business Administration and Management, General
Sarah (Osterling) Mayne Sarah (Osterling) Mayne's Manning & Napier Experience April 2015 - Present
Job Marketing Events Manager at Manning & Napier
Industry Marketing and Advertising
Experience
Manning & Napier April 2015 - Present
Manning & Napier June 2011 - April 2015
Finger Lakes Tourism Alliance December 2010 - June 2011
Finger Lakes Tourism Alliance October 2009 - December 2010
Clear Channel Communications 2008 - 2009
Skills
Social Media, Public Relations, Media Relations, Integrated Marketing, New Business Development, Event Management, Event Planning, Marketing Strategy, Advertising, Press Releases, Copywriting, Email Marketing, Blogging
Education
State University of New York College at Geneseo 2004 — 2008
BA, Communication, Political Science
Fairport High School
Manning & Napier April 2015 - Present
Manning & Napier June 2011 - April 2015
Finger Lakes Tourism Alliance December 2010 - June 2011
Finger Lakes Tourism Alliance October 2009 - December 2010
Clear Channel Communications 2008 - 2009
Skills
Social Media, Public Relations, Media Relations, Integrated Marketing, New Business Development, Event Management, Event Planning, Marketing Strategy, Advertising, Press Releases, Copywriting, Email Marketing, Blogging
Education
State University of New York College at Geneseo 2004 — 2008
BA, Communication, Political Science
Fairport High School
Christian Zemaitis Christian Zemaitis's Manning & Napier Experience January 2009 - March 2009
Job Associate at LegalShield, Independent Associate
Industry Financial Services
Experience
First Niagara Bank September 2013 - Present
Advocare August 2013 - August 2014
LegalShield, Independent Associate July 2013 - January 2014
ESL Federal Credit Union April 2013 - August 2013
AMF September 2010 - April 2013
Northwestern Mutual June 2011 - December 2011
The Salvation Army November 2009 - December 2009
Manning & Napier January 2009 - March 2009
Skills
Life, Accident, &..., Cpr Certified, Microsoft Office, Microsoft Excel, HTML, Personal Training, Personal Financial..., Event Planning
Education
Saint John Fisher College 2009 — 2013
Bachelor of Science, Corporate Finance
First Niagara Bank September 2013 - Present
Advocare August 2013 - August 2014
LegalShield, Independent Associate July 2013 - January 2014
ESL Federal Credit Union April 2013 - August 2013
AMF September 2010 - April 2013
Northwestern Mutual June 2011 - December 2011
The Salvation Army November 2009 - December 2009
Manning & Napier January 2009 - March 2009
Skills
Life, Accident, &..., Cpr Certified, Microsoft Office, Microsoft Excel, HTML, Personal Training, Personal Financial..., Event Planning
Education
Saint John Fisher College 2009 — 2013
Bachelor of Science, Corporate Finance
Jake Cooper's Manning & Napier Experience March 2014 - Present
Job Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier March 2014 - Present
Manning & Napier Advisors August 2013 - March 2014
Cazenovia Golf Club July 2012 - September 2012
The Ridge Golf Club June 2011 - September 2011
Campus Hill Apartments June 2010 - September 2010
Skills
Econometrics, PowerPoint, Microeconomics, Economic Policy, Microsoft Excel, Time Management, Macroeconomics, Labor Economics, Finance, Microsoft Word, Financial Analysis, Economics, Sales, Financial Modeling, Analysis, Public Speaking, Research, Microsoft Office, Social Media
Education
Hartwick College 2009 — 2013
Bachelor of Arts, Economics
Manning & Napier March 2014 - Present
Manning & Napier Advisors August 2013 - March 2014
Cazenovia Golf Club July 2012 - September 2012
The Ridge Golf Club June 2011 - September 2011
Campus Hill Apartments June 2010 - September 2010
Skills
Econometrics, PowerPoint, Microeconomics, Economic Policy, Microsoft Excel, Time Management, Macroeconomics, Labor Economics, Finance, Microsoft Word, Financial Analysis, Economics, Sales, Financial Modeling, Analysis, Public Speaking, Research, Microsoft Office, Social Media
Education
Hartwick College 2009 — 2013
Bachelor of Arts, Economics
Kevin Monheim Kevin Monheim's Manning & Napier Experience June 2015 - Present
Job Equity Research at Manning & Napier
Industry Financial Services
Experience
Manning & Napier June 2015 - Present
Golden Griffin Fund LLC August 2014 - June 2015
HSBC March 2015 - May 2015
CFA Institute September 2014 - April 2015
Kei Advisors LLC September 2014 - February 2015
M&T Bank June 2013 - September 2014
Follett Higher Education Group June 2010 - July 2013
Canisius College Library June 2011 - May 2012
Lancaster Depew Federal Credit Union July 2010 - November 2010
Education
Canisius College 2011 — 2015
Bachelor of Science (B.S.), Economics and Finance
Manning & Napier June 2015 - Present
Golden Griffin Fund LLC August 2014 - June 2015
HSBC March 2015 - May 2015
CFA Institute September 2014 - April 2015
Kei Advisors LLC September 2014 - February 2015
M&T Bank June 2013 - September 2014
Follett Higher Education Group June 2010 - July 2013
Canisius College Library June 2011 - May 2012
Lancaster Depew Federal Credit Union July 2010 - November 2010
Education
Canisius College 2011 — 2015
Bachelor of Science (B.S.), Economics and Finance
Richard Krebs Richard Krebs's Manning & Napier Experience 2001 - 2003
Job Charismatic, Creative and Dedicated Sales Professional
Industry Construction
Experience
Fingerlakes Construction Co. February 2005 - November 2014
Cover-All Building Systems 1998 - 2005
Manning & Napier 2001 - 2003
UNIFORM-Agri 1996 - 1997
Krebs Brothers Inc. Distributor 1980 - 1996
Skills
Construction Management, Construction, Strategic Planning, Renovation, Negotiation, Value Engineering, Sales, Contract Management, Marketing Strategy, Project Estimation, Customer Satisfaction, Customer Service, Budgets, Management, Contract Negotiation
Education
William E. Simon School of Business 1989 — 1991
MBA Finance
State University of New York College at Brockport 1978 — 1980
BS Marketing
Brighton High School
Fingerlakes Construction Co. February 2005 - November 2014
Cover-All Building Systems 1998 - 2005
Manning & Napier 2001 - 2003
UNIFORM-Agri 1996 - 1997
Krebs Brothers Inc. Distributor 1980 - 1996
Skills
Construction Management, Construction, Strategic Planning, Renovation, Negotiation, Value Engineering, Sales, Contract Management, Marketing Strategy, Project Estimation, Customer Satisfaction, Customer Service, Budgets, Management, Contract Negotiation
Education
William E. Simon School of Business 1989 — 1991
MBA Finance
State University of New York College at Brockport 1978 — 1980
BS Marketing
Brighton High School
John Cicolella's Manning & Napier Experience June 2014 - Present
Job Network Administrator at Manning & Napier
Industry Computer Networking
Experience
Manning & Napier June 2014 - Present
Manning & Napier Advisors June 2013 - May 2014
D4 LLC March 2013 - May 2013
MIT Lincoln Laboratory June 2012 - November 2012
Six Month Smiles, Inc. January 2011 - May 2012
Spotswood Board of Education June 2010 - August 2011
Skills
Networking, System Administration, Customer Service, Organization, Software Installation, Troubleshooting, Software Documentation, Time Management, Teamwork, Leadership, Data Entry, Marketing, Training, Software, Help Desk Support, Outlook, Microsoft Excel, Microsoft Word
Education
Rochester Institute of Technology 2010 — 2014
Bachelor of Science, Applied Networking and System Administration
Manning & Napier June 2014 - Present
Manning & Napier Advisors June 2013 - May 2014
D4 LLC March 2013 - May 2013
MIT Lincoln Laboratory June 2012 - November 2012
Six Month Smiles, Inc. January 2011 - May 2012
Spotswood Board of Education June 2010 - August 2011
Skills
Networking, System Administration, Customer Service, Organization, Software Installation, Troubleshooting, Software Documentation, Time Management, Teamwork, Leadership, Data Entry, Marketing, Training, Software, Help Desk Support, Outlook, Microsoft Excel, Microsoft Word
Education
Rochester Institute of Technology 2010 — 2014
Bachelor of Science, Applied Networking and System Administration
Ryan Vanzo's Manning & Napier Experience June 2013 - February 2015
Job Equity Research at Manning & Napier
Industry Investment Management
Experience
Manning & Napier June 2013 - February 2015
Bentley Investment Group Bentley University September 2009 - May 2013
Forward February 2012 - May 2012
The Hughey Center For Financial Services January 2012 - February 2012
CFA Institute Investment Research Challenge Bentley University September 2011 - February 2012
GE Energy June 2011 - August 2011
Merrill Lynch May 2010 - January 2011
Portfolio LLC June 2009 - April 2010
Skills
Investments, Microsoft Excel, PowerPoint, Financial Markets, Asset Managment, Financial Modeling, Economics, Portfolio Management, Bloomberg, Equity Research, Financial Analysis, Valuation, Equities, Equity Valuation, Hedge Funds, Research, Investment Strategies, Analysis, Social Media, Trading
Education
University of Cape Town 2012 — 2012
Bachelor's degree, Accounting and Finance
Bentley University
Bachelor of Science; Bachelor of Arts, Finance and Accounting; Global Perspectives
Manning & Napier June 2013 - February 2015
Bentley Investment Group Bentley University September 2009 - May 2013
Forward February 2012 - May 2012
The Hughey Center For Financial Services January 2012 - February 2012
CFA Institute Investment Research Challenge Bentley University September 2011 - February 2012
GE Energy June 2011 - August 2011
Merrill Lynch May 2010 - January 2011
Portfolio LLC June 2009 - April 2010
Skills
Investments, Microsoft Excel, PowerPoint, Financial Markets, Asset Managment, Financial Modeling, Economics, Portfolio Management, Bloomberg, Equity Research, Financial Analysis, Valuation, Equities, Equity Valuation, Hedge Funds, Research, Investment Strategies, Analysis, Social Media, Trading
Education
University of Cape Town 2012 — 2012
Bachelor's degree, Accounting and Finance
Bentley University
Bachelor of Science; Bachelor of Arts, Finance and Accounting; Global Perspectives
Olivia Engel Olivia Engel's Manning & Napier Experience February 2015 - Present
Job Client Services Coordinator at Manning & Napier
Industry Investment Management
Experience
Merrill Lynch 2015 - Present
Manning & Napier February 2015 - Present
Manning & Napier September 2014 - February 2015
Rochester Brainery January 2014 - May 2014
Skills
Public Relations, Public Speaking, Opening New Accounts, Cancellations, Directives, Manage client..., Client Relations, Marketing
Education
State University of New York College at Geneseo 2012 — 2014
Bachelor of Arts (B.A.), Communication - Personal and Professional, Minor in Business Administration
Merrill Lynch 2015 - Present
Manning & Napier February 2015 - Present
Manning & Napier September 2014 - February 2015
Rochester Brainery January 2014 - May 2014
Skills
Public Relations, Public Speaking, Opening New Accounts, Cancellations, Directives, Manage client..., Client Relations, Marketing
Education
State University of New York College at Geneseo 2012 — 2014
Bachelor of Arts (B.A.), Communication - Personal and Professional, Minor in Business Administration
Timothy FitzMorris Timothy FitzMorris's Manning & Napier Experience August 2014 - Present
Job Production Support Specialist at Manning and Napier
Industry Information Technology and Services
Experience
Manning & Napier August 2014 - Present
Frontier Communications July 2013 - August 2014
College Pro June 2011 - August 2012
Sears, Roebuck and Co. September 2007 - January 2011
Frontier Communications - Intern July 2010 - August 2010
Rochester Institute of Technology June 2010 - July 2010
Eastman Kodak May 2010 - June 2010
Skills
Computer Hardware, Visual Basic, Networking, Microsoft Office, Quality Assurance, Troubleshooting, SQL, Software Testing, Production Support, Testing, Customer Service, Technical Support, Program Management
Education
SUNY Fredonia 2009 — 2013
Bachelor of Science (BS), Computer Information Systems, Business Administration Minor, 3.0
Manning & Napier August 2014 - Present
Frontier Communications July 2013 - August 2014
College Pro June 2011 - August 2012
Sears, Roebuck and Co. September 2007 - January 2011
Frontier Communications - Intern July 2010 - August 2010
Rochester Institute of Technology June 2010 - July 2010
Eastman Kodak May 2010 - June 2010
Skills
Computer Hardware, Visual Basic, Networking, Microsoft Office, Quality Assurance, Troubleshooting, SQL, Software Testing, Production Support, Testing, Customer Service, Technical Support, Program Management
Education
SUNY Fredonia 2009 — 2013
Bachelor of Science (BS), Computer Information Systems, Business Administration Minor, 3.0
Kristin Van Bork Kristin Van Bork's Manning & Napier Experience January 2014 - Present
Job Client Services
Industry Financial Services
Experience
UBS June 2015 - Present
Manning & Napier January 2014 - Present
Manning & Napier January 2013 - Present
Skills
Public Relations, Public Speaking, Social Media, Event Planning, Marketing, Press Releases, Marketing Communications, Microsoft Excel, PowerPoint, Social Media Marketing, Facebook, Customer Service, Microsoft Office, Event Management, Media Relations, Editing, Blogging, Fundraising, Social Networking
Education
SUNY Brockport 2009 — 2012
Bachelor's degree, Communication, General
Monroe Community College 2007 — 2009
Associate's degree, General Studies
Penfield High School 2003 — 2007
UBS June 2015 - Present
Manning & Napier January 2014 - Present
Manning & Napier January 2013 - Present
Skills
Public Relations, Public Speaking, Social Media, Event Planning, Marketing, Press Releases, Marketing Communications, Microsoft Excel, PowerPoint, Social Media Marketing, Facebook, Customer Service, Microsoft Office, Event Management, Media Relations, Editing, Blogging, Fundraising, Social Networking
Education
SUNY Brockport 2009 — 2012
Bachelor's degree, Communication, General
Monroe Community College 2007 — 2009
Associate's degree, General Studies
Penfield High School 2003 — 2007
Abigail Runyon's Manning & Napier Experience August 2015 - Present
Job Mutual Fund Operations Associate at Manning & Napier
Industry Hospital & Health Care
Experience
Manning & Napier August 2015 - Present
Proctor Academy August 2013 - August 2015
Hamilton College Dean of Student's Office August 2010 - May 2013
Rochester General Health System May 2012 - August 2012
Skills
Research, Social Media, Analysis, Teaching, PowerPoint, Public Speaking, Customer Service, Databases, SPSS, Data Analysis, Microsoft Excel, Microsoft Word, Community Outreach, Editing
Education
Hamilton College 2009 — 2013
Fairport High School
Hamilton College
Bachelor of Arts, Biology, Mathematics
Manning & Napier August 2015 - Present
Proctor Academy August 2013 - August 2015
Hamilton College Dean of Student's Office August 2010 - May 2013
Rochester General Health System May 2012 - August 2012
Skills
Research, Social Media, Analysis, Teaching, PowerPoint, Public Speaking, Customer Service, Databases, SPSS, Data Analysis, Microsoft Excel, Microsoft Word, Community Outreach, Editing
Education
Hamilton College 2009 — 2013
Fairport High School
Hamilton College
Bachelor of Arts, Biology, Mathematics
Scott Batzold, MBA's Manning & Napier Experience January 2015 - Present
Job CFA Level 1 Candidate (December 2015)
Industry Research
Experience
Manning & Napier January 2015 - Present
The Hertz Corporation June 2013 - October 2014
William E Simon Graduate School of Business September 2011 - June 2013
Constellation Brands June 2012 - December 2012
Paychex May 2011 - September 2011
Skills
Leadership, Analysis, Financial Analysis, Microsoft Excel, Corporate Finance, Project Management, Self Driven, Accounting, Strong Communication, Analytical Abilities, Management, Data Analysis, Building Relationships, Business Strategy, Financial Modeling, Competitive Analysis, Strategy, Recruiting, Finance, Problem Solving, Self-driven, Analytical Skills, Market Research, Entrepreneurship, Strategic Financial..., Business Development, Compliance, Equity Research, FactSet, Bloomberg, Business Analysis, Valuation, Forecasting
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2013
Masters in Business Administration, Finance, Accounting and Entrepreneurship, 3.78
Saint John Fisher College 2007 — 2011
Bachelor of Science, Management, 3.8
Manning & Napier January 2015 - Present
The Hertz Corporation June 2013 - October 2014
William E Simon Graduate School of Business September 2011 - June 2013
Constellation Brands June 2012 - December 2012
Paychex May 2011 - September 2011
Skills
Leadership, Analysis, Financial Analysis, Microsoft Excel, Corporate Finance, Project Management, Self Driven, Accounting, Strong Communication, Analytical Abilities, Management, Data Analysis, Building Relationships, Business Strategy, Financial Modeling, Competitive Analysis, Strategy, Recruiting, Finance, Problem Solving, Self-driven, Analytical Skills, Market Research, Entrepreneurship, Strategic Financial..., Business Development, Compliance, Equity Research, FactSet, Bloomberg, Business Analysis, Valuation, Forecasting
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2013
Masters in Business Administration, Finance, Accounting and Entrepreneurship, 3.78
Saint John Fisher College 2007 — 2011
Bachelor of Science, Management, 3.8
Bethany Ball's Manning & Napier Experience September 2015 - Present
Job Human Resources Generalist at Manning & Napier
Industry Financial Services
Experience
Manning & Napier September 2015 - Present
Manning & Napier September 2014 - September 2015
Houghton Student Enterprise September 2013 - May 2014
Houghton College September 2012 - May 2014
The Avon Inn August 2009 - August 2013
Skills
Social Media, Communication Skills, Event Planning, Sports Marketing, Microsoft Office, Organized Multi-tasker, Creative Strategy, Leadership, Teamwork, Social Networking, Marketing Strategy, Facebook, Higher Education, Event Management, Communication
Education
Houghton College 2011 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Manning & Napier September 2015 - Present
Manning & Napier September 2014 - September 2015
Houghton Student Enterprise September 2013 - May 2014
Houghton College September 2012 - May 2014
The Avon Inn August 2009 - August 2013
Skills
Social Media, Communication Skills, Event Planning, Sports Marketing, Microsoft Office, Organized Multi-tasker, Creative Strategy, Leadership, Teamwork, Social Networking, Marketing Strategy, Facebook, Higher Education, Event Management, Communication
Education
Houghton College 2011 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Christine Okoboi Christine Okoboi's Manning & Napier Experience January 2014 - July 2014
Job Client Services Support Coordinator at Manning & Napier
Industry Financial Services
Experience
Manning & Napier January 2014 - July 2014
Bank of America July 2013 - January 2014
Franklin University February 2009 - September 2009
Self Help Culinary Classes - Kampala January 2001 - January 2006
Uganda Securities Exchange Ltd January 2001 - January 2005
Skills
Data Entry, Invoicing, Accounts Payable, Management, Filing, Microsoft Excel, Customer Service, Outlook, PeopleSoft
Education
Franklin University 2010 — 2011
Masters, Business Administration 2011
Franklin University
Bachelor of Science, Business Administration) 2009; Business AdministrationBusiness Forensics
Gayaza High school
Manning & Napier January 2014 - July 2014
Bank of America July 2013 - January 2014
Franklin University February 2009 - September 2009
Self Help Culinary Classes - Kampala January 2001 - January 2006
Uganda Securities Exchange Ltd January 2001 - January 2005
Skills
Data Entry, Invoicing, Accounts Payable, Management, Filing, Microsoft Excel, Customer Service, Outlook, PeopleSoft
Education
Franklin University 2010 — 2011
Masters, Business Administration 2011
Franklin University
Bachelor of Science, Business Administration) 2009; Business AdministrationBusiness Forensics
Gayaza High school
Steve Biggs, CFA, CFP® Steve Biggs, CFA, CFP®'s Manning & Napier Experience 2001 - 2002
Job Principal, Chief Investment Officer at HC Financial Advisors
Industry Investment Management
Experience
HC Financial Advisors, Inc. October 2008 - Present
Zacks Investment Research March 2003 - September 2008
Manning & Napier 2001 - 2002
Wells Capital Management 1998 - 2001
State of Montana 1997 - 1998
Montana Board of Investments 1997 - 1998
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Equities, Asset Management, Investments, Wealth Management, Equity Research
Education
San Diego State University-California State University 1990 — 1996
Master's degree, Finance, General
La Jolla High School 1983 — 1986
HC Financial Advisors, Inc. October 2008 - Present
Zacks Investment Research March 2003 - September 2008
Manning & Napier 2001 - 2002
Wells Capital Management 1998 - 2001
State of Montana 1997 - 1998
Montana Board of Investments 1997 - 1998
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Equities, Asset Management, Investments, Wealth Management, Equity Research
Education
San Diego State University-California State University 1990 — 1996
Master's degree, Finance, General
La Jolla High School 1983 — 1986
Jordan Fritz, CPA Jordan Fritz, CPA's Manning & Napier Experience October 2014 - Present
Job Financial Reporting Supervisor at Manning & Napier
Industry Accounting
Experience
Manning & Napier October 2014 - Present
EFP Rotenberg, LLP September 2008 - October 2014
Rizzo DiGiacco & Hern, CPA September 2007 - August 2008
Wegmans August 2003 - May 2008
Skills
Accounting, GAAP, Auditing, QuickBooks, Financial Analysis, CPA
Education
Nazareth College 2004 — 2008
Accounting
Manning & Napier October 2014 - Present
EFP Rotenberg, LLP September 2008 - October 2014
Rizzo DiGiacco & Hern, CPA September 2007 - August 2008
Wegmans August 2003 - May 2008
Skills
Accounting, GAAP, Auditing, QuickBooks, Financial Analysis, CPA
Education
Nazareth College 2004 — 2008
Accounting
Monica Neuwirt Monica Neuwirt's Manning & Napier Experience 2001 - 2003
Job Sr. Manager at FedEx Trade Networks
Industry Information Technology and Services
Experience
FedEx Trade Networks May 2003 - Present
FedEx Trade Networks Transport & Brokerage 2003 - Present
Manning & Napier 2001 - 2003
Manning Napier Information Systems 2000 - 2003
CTG 1977 - 2002
Skills
Business Analysis
Education
Canisius College
Master of Business Administration (MBA)
FedEx Trade Networks May 2003 - Present
FedEx Trade Networks Transport & Brokerage 2003 - Present
Manning & Napier 2001 - 2003
Manning Napier Information Systems 2000 - 2003
CTG 1977 - 2002
Skills
Business Analysis
Education
Canisius College
Master of Business Administration (MBA)
Steven Boehm Steven Boehm's Manning & Napier Experience November 2014 - Present
Job Consultant Information Specialist at Manning & Napier
Industry Financial Services
Experience
Manning & Napier November 2014 - Present
Manning & Napier Advisors January 2013 - November 2014
IP Services, Inc. June 2012 - August 2012
CIRAT June 2011 - August 2011
The Home Depot July 2007 - August 2010
Skills
Intelligence Analysis, Financial Analysis, Data Analysis, Competitive Analysis, Research, Market Research, Microsoft Office, Microsoft Word, Microsoft Access, Microsoft Excel, PowerPoint, Competitive Intelligence, National Security, Time Management, Team Leadership, Public Speaking
Education
Mercyhurst College 2009 — 2012
Bachelor of Arts (B.A.), Intelligence Studies
Monroe Community College 2007 — 2009
Associates, Business Administration
Manning & Napier November 2014 - Present
Manning & Napier Advisors January 2013 - November 2014
IP Services, Inc. June 2012 - August 2012
CIRAT June 2011 - August 2011
The Home Depot July 2007 - August 2010
Skills
Intelligence Analysis, Financial Analysis, Data Analysis, Competitive Analysis, Research, Market Research, Microsoft Office, Microsoft Word, Microsoft Access, Microsoft Excel, PowerPoint, Competitive Intelligence, National Security, Time Management, Team Leadership, Public Speaking
Education
Mercyhurst College 2009 — 2012
Bachelor of Arts (B.A.), Intelligence Studies
Monroe Community College 2007 — 2009
Associates, Business Administration
Sahil Bhatia Sahil Bhatia's Manning & Napier Experience May 2014 - Present
Job Investment Analyst
Industry Investment Management
Experience
Manning & Napier May 2014 - Present
Manning & Napier May 2015 - Present
Manning & Napier May 2013 - May 2014
Manning & Napier September 2012 - May 2013
American Century Investments May 2011 - August 2011
Accenture July 2006 - July 2010
Skills
Financial Modeling, Financial Reporting, Retail, Professional Services, Aerospace, Healthcare, Healthcare Management, Healthcare Industry, Healthcare Consulting, Healthcare Reimbursement
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, Capital Markets and Asset Management Immersion
University of Illinois at Urbana-Champaign 2002 — 2006
BSE, Aerospace Engineering
Manning & Napier May 2014 - Present
Manning & Napier May 2015 - Present
Manning & Napier May 2013 - May 2014
Manning & Napier September 2012 - May 2013
American Century Investments May 2011 - August 2011
Accenture July 2006 - July 2010
Skills
Financial Modeling, Financial Reporting, Retail, Professional Services, Aerospace, Healthcare, Healthcare Management, Healthcare Industry, Healthcare Consulting, Healthcare Reimbursement
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, Capital Markets and Asset Management Immersion
University of Illinois at Urbana-Champaign 2002 — 2006
BSE, Aerospace Engineering
Adam Covey's Manning & Napier Experience March 2012 - Present
Job Equity Analyst at Manning & Napier
Industry Investment Management
Experience
Manning & Napier March 2012 - Present
Skills
Investments, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Asset Management, Valuation, Bloomberg, Hedge Funds, Long/Short Equity, Options, Investment Management, Mutual Funds, Securities, Financial Statement..., Fundamental Analysis, Acquisitions, Equity Research, Options Strategies, Alternative Investments, Investment Strategies, Derivatives, Finance, Analysis, Microsoft Excel
Education
Boston University
Master of Science, Investment Management
Boston University - School of Management
Bachelor of Science (B.S.), Finance
Manning & Napier March 2012 - Present
Skills
Investments, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Asset Management, Valuation, Bloomberg, Hedge Funds, Long/Short Equity, Options, Investment Management, Mutual Funds, Securities, Financial Statement..., Fundamental Analysis, Acquisitions, Equity Research, Options Strategies, Alternative Investments, Investment Strategies, Derivatives, Finance, Analysis, Microsoft Excel
Education
Boston University
Master of Science, Investment Management
Boston University - School of Management
Bachelor of Science (B.S.), Finance
Robert Alimena, CFP® Robert Alimena, CFP®'s Manning & Napier Experience September 2006 - July 2010
Job Financial Advisor
Industry Investment Management
Experience
Beaumont Financial Partners, LLC April 2015 - Present
Gerstein Fisher April 2014 - April 2015
Beaumont Financial Partners, LLC April 2012 - April 2014
USAA February 2011 - April 2012
R.A. Hall & CO. LLC July 2010 - February 2011
Manning & Napier September 2006 - July 2010
Chase May 2005 - February 2006
Skills
Investment Management, Certified Financial..., Estate Planning, Going the Extra Mile, MBA, Personal Financial..., Report Writing, Manage Client..., Business Development, Marketing Communications, Account Management, Team Management, Financial Statement..., Economics, Estate Tax Planning, CFP Board Exam Writing..., High Net Worth..., Wealth Preservation..., Multi-generational..., Investment Research, Portfolio Management
Education
Rochester Institute of Technology 2006 — 2009
Master of Business Administration (M.B.A.), Accounting and Finance
SUNY Geneseo 2001 — 2005
Bachelor of Arts (B.A.), Economics
Sayville High School 1997 — 2001
High School
Beaumont Financial Partners, LLC April 2015 - Present
Gerstein Fisher April 2014 - April 2015
Beaumont Financial Partners, LLC April 2012 - April 2014
USAA February 2011 - April 2012
R.A. Hall & CO. LLC July 2010 - February 2011
Manning & Napier September 2006 - July 2010
Chase May 2005 - February 2006
Skills
Investment Management, Certified Financial..., Estate Planning, Going the Extra Mile, MBA, Personal Financial..., Report Writing, Manage Client..., Business Development, Marketing Communications, Account Management, Team Management, Financial Statement..., Economics, Estate Tax Planning, CFP Board Exam Writing..., High Net Worth..., Wealth Preservation..., Multi-generational..., Investment Research, Portfolio Management
Education
Rochester Institute of Technology 2006 — 2009
Master of Business Administration (M.B.A.), Accounting and Finance
SUNY Geneseo 2001 — 2005
Bachelor of Arts (B.A.), Economics
Sayville High School 1997 — 2001
High School
Ben Card's Manning & Napier Experience March 2014 - Present
Job Project Manager at Manning & Napier
Industry Higher Education
Experience
Manning & Napier March 2014 - Present
City of Rochester December 2012 - March 2014
Rochester Institute of Technology November 2009 - November 2012
Rochester Institute of Technology December 2004 - March 2010
Skills
Software Project..., Strategic Communications, Business Analysis, Access, Higher Education, Databases, SQL, Analysis, Data Analysis
Education
Rochester Institute of Technology 2005 — 2008
MBA, Technology Management
Rochester Institute of Technology 2003 — 2005
BS, Management Information Systems
Manning & Napier March 2014 - Present
City of Rochester December 2012 - March 2014
Rochester Institute of Technology November 2009 - November 2012
Rochester Institute of Technology December 2004 - March 2010
Skills
Software Project..., Strategic Communications, Business Analysis, Access, Higher Education, Databases, SQL, Analysis, Data Analysis
Education
Rochester Institute of Technology 2005 — 2008
MBA, Technology Management
Rochester Institute of Technology 2003 — 2005
BS, Management Information Systems
Colin Schleifer's Manning & Napier Experience July 2012 - Present
Job Vice President of Key Accounts at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier July 2012 - Present
Wells Fargo Asset Management July 2009 - July 2012
Evergreen Investments February 2008 - July 2009
Evergreen Investments May 2006 - 2008
BlackRock August 2003 - December 2005
Diecast 1996 - 2003
Skills
Series 63, Series 7, Series 6, Series 65, Investments, Business Relationship..., Investment Management, Contract Negotiation, Sales Management, Sales Presentations, Marketing Strategy, Account Management, Building Relationships, Mutual Funds, Separately Managed..., ETFs, Investment Advisory..., Asset Management, Customer Relations, Consultative Selling, Strategic Planning, Business Development, Competitive Analysis, Sales, Sales Operations, Marketing, Marketing Communications, Product Marketing, Customer Service, Investment Advisory, Wealth Management, CRM, Management, Financial Services, Risk Management, Strategic Partnerships, Financial Advisory
Education
Boston University 1995 — 2000
Joel Barlow High School 1991 — 1995
Manning & Napier July 2012 - Present
Wells Fargo Asset Management July 2009 - July 2012
Evergreen Investments February 2008 - July 2009
Evergreen Investments May 2006 - 2008
BlackRock August 2003 - December 2005
Diecast 1996 - 2003
Skills
Series 63, Series 7, Series 6, Series 65, Investments, Business Relationship..., Investment Management, Contract Negotiation, Sales Management, Sales Presentations, Marketing Strategy, Account Management, Building Relationships, Mutual Funds, Separately Managed..., ETFs, Investment Advisory..., Asset Management, Customer Relations, Consultative Selling, Strategic Planning, Business Development, Competitive Analysis, Sales, Sales Operations, Marketing, Marketing Communications, Product Marketing, Customer Service, Investment Advisory, Wealth Management, CRM, Management, Financial Services, Risk Management, Strategic Partnerships, Financial Advisory
Education
Boston University 1995 — 2000
Joel Barlow High School 1991 — 1995
Alexandra Ames's Manning & Napier Experience July 2006 - January 2007
Job Sr. Financial Analyst
Industry Financial Services
Experience
NCR Corporation December 2011 - Present
NCR Corporation April 2010 - November 2011
Access Insurance August 2007 - April 2010
Manning & Napier July 2006 - January 2007
Econoco July 2004 - August 2005
Telephonics 2000 - 2003
Skills
Charts, Access, Financial Analysis, Excel, PowerPoint, Financial Reporting, Process Improvement, Strategic Planning, Visio, Variance Analysis, Business Process, Database Design, Business Analysis, Accounting, Microsoft Excel, Financial Modeling, Finance, Data Analysis
Education
University of Rochester - Simon Business School 2005 — 2007
MBA, Corporate & Competitive Strategy
Alfred University 2000 — 2004
BFA, Fine Arts
NCR Corporation December 2011 - Present
NCR Corporation April 2010 - November 2011
Access Insurance August 2007 - April 2010
Manning & Napier July 2006 - January 2007
Econoco July 2004 - August 2005
Telephonics 2000 - 2003
Skills
Charts, Access, Financial Analysis, Excel, PowerPoint, Financial Reporting, Process Improvement, Strategic Planning, Visio, Variance Analysis, Business Process, Database Design, Business Analysis, Accounting, Microsoft Excel, Financial Modeling, Finance, Data Analysis
Education
University of Rochester - Simon Business School 2005 — 2007
MBA, Corporate & Competitive Strategy
Alfred University 2000 — 2004
BFA, Fine Arts
Jonathan Beigle, CFA's Manning & Napier Experience March 2010 - January 2013
Job Equity Analyst at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors January 2013 - Present
Manning & Napier March 2010 - January 2013
Manning & Napier January 2008 - February 2010
Manning & Napier November 2006 - January 2008
Manning & Napier February 2005 - November 2006
Skills
Financial Modeling, Accounting, Investments, Asset Allocation, Equities, Equity Research, Financial Analysis, Valuation, Portfolio Management, Bloomberg, Asset Management, Microsoft Office, Analysis, Microsoft Excel, Private Equity, Capital Markets, Hedge Funds, Fixed Income, Equity Valuation, Economics, Mutual Funds, Investment Banking, Investment Management, Alternative Investments
Education
South Dakota School of Mines and Technology 2015 — 2017
Master of Science (M.Sc.), Mining Engineering & Management
Liberty University 2000 — 2004
Bachelor's degree, Business (Finance), 3.78
Manning & Napier Advisors January 2013 - Present
Manning & Napier March 2010 - January 2013
Manning & Napier January 2008 - February 2010
Manning & Napier November 2006 - January 2008
Manning & Napier February 2005 - November 2006
Skills
Financial Modeling, Accounting, Investments, Asset Allocation, Equities, Equity Research, Financial Analysis, Valuation, Portfolio Management, Bloomberg, Asset Management, Microsoft Office, Analysis, Microsoft Excel, Private Equity, Capital Markets, Hedge Funds, Fixed Income, Equity Valuation, Economics, Mutual Funds, Investment Banking, Investment Management, Alternative Investments
Education
South Dakota School of Mines and Technology 2015 — 2017
Master of Science (M.Sc.), Mining Engineering & Management
Liberty University 2000 — 2004
Bachelor's degree, Business (Finance), 3.78
Jen McSorley's Manning & Napier Experience 1999 - 2005
Job Institutional Marketing Manager at Federated Clover Investment Advisors/Federated Investors
Industry Investment Management
Experience
Federated Clover Investment Advisors/Federated Investors July 2015 - Present
Federated Clover Investment Advisors September 2005 - Present
Clover Capital Management October 2005 - December 2008
Manning & Napier 1999 - 2005
Skills
Mutual Funds, Marketing..., Direct Marketing, Marketing Communications, Investments, Integrated Marketing..., Marketing, Integrated Marketing, B2B Marketing
Education
State University of New York College at Fredonia 1995 — 1999
Bachelor of Arts (B.A.), Sociology/ Minor in Criminal Justice
State University of New York College at Fredonia
Bachelor's degree, Sociology
Federated Clover Investment Advisors/Federated Investors July 2015 - Present
Federated Clover Investment Advisors September 2005 - Present
Clover Capital Management October 2005 - December 2008
Manning & Napier 1999 - 2005
Skills
Mutual Funds, Marketing..., Direct Marketing, Marketing Communications, Investments, Integrated Marketing..., Marketing, Integrated Marketing, B2B Marketing
Education
State University of New York College at Fredonia 1995 — 1999
Bachelor of Arts (B.A.), Sociology/ Minor in Criminal Justice
State University of New York College at Fredonia
Bachelor's degree, Sociology
Andrew DelMedico, CFP®'s Manning & Napier Experience January 2013 - Present
Job Wealth Management Senior Consultant / Financial Planning Coordinator at Manning & Napier
Industry Investment Management
Experience
Manning & Napier January 2013 - Present
Manning & Napier January 2010 - December 2012
Manning & Napier January 2008 - December 2009
Manning & Napier January 2006 - December 2007
Manning & Napier May 2004 - December 2005
Manning & Napier June 2003 - May 2004
Skills
Investments, Wealth Management, Financial Analysis, Financial Modeling, Mutual Funds, Financial Planning, Asset Allocation, Risk Management, Microsoft Excel, Finance
Education
College for Financial Planning 2006 — 2008
Financial Planning
State University of New York College at Geneseo 1999 — 2003
Bachelor of Arts, Honors in Economics
Sauquoit Valley Central School 1996 — 1999
High School
Manning & Napier January 2013 - Present
Manning & Napier January 2010 - December 2012
Manning & Napier January 2008 - December 2009
Manning & Napier January 2006 - December 2007
Manning & Napier May 2004 - December 2005
Manning & Napier June 2003 - May 2004
Skills
Investments, Wealth Management, Financial Analysis, Financial Modeling, Mutual Funds, Financial Planning, Asset Allocation, Risk Management, Microsoft Excel, Finance
Education
College for Financial Planning 2006 — 2008
Financial Planning
State University of New York College at Geneseo 1999 — 2003
Bachelor of Arts, Honors in Economics
Sauquoit Valley Central School 1996 — 1999
High School
Brennan R. Redmond, CFA's Manning & Napier Experience June 2003 - May 2006
Job Financial Advisor at Brighton Securities
Industry Financial Services
Experience
Brighton Securities May 2007 - Present
Ralph Parks Investment Group June 2006 - May 2007
Manning & Napier June 2003 - May 2006
Skills
Investments, Financial Modeling, Retirement, Retirement Planning, Strategic Financial..., Portfolio Management, Finance, Investment Advisory, Valuation, Personal Finance, Small Business, Asset Management, Mutual Funds, Equity Research, Financial Advisory, Financial Planning
Education
Rochester Institute of Technology 1999 — 2003
BS, Business Finance
Brighton Securities May 2007 - Present
Ralph Parks Investment Group June 2006 - May 2007
Manning & Napier June 2003 - May 2006
Skills
Investments, Financial Modeling, Retirement, Retirement Planning, Strategic Financial..., Portfolio Management, Finance, Investment Advisory, Valuation, Personal Finance, Small Business, Asset Management, Mutual Funds, Equity Research, Financial Advisory, Financial Planning
Education
Rochester Institute of Technology 1999 — 2003
BS, Business Finance
Melissa Passno's Manning & Napier Experience January 2015 - Present
Job Campaign & Marketing Automation Manager at Manning & Napier
Industry Marketing and Advertising
Experience
Manning & Napier January 2015 - Present
Manning & Napier September 2008 - January 2015
Manning & Napier July 2006 - September 2008
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Marketing Automation, Pardot, Email Marketing, Salesforce.com, Corporate Branding, Lead Generation, Event Planning, Campaign Strategies, Financial Services, Adobe Design Programs, Internal Communications, Digital Marketing, Marketing
Education
Nazareth College 2002 — 2006
B.A. Business Administration, Marketing, Entrepreneurship
Manning & Napier January 2015 - Present
Manning & Napier September 2008 - January 2015
Manning & Napier July 2006 - September 2008
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Marketing Automation, Pardot, Email Marketing, Salesforce.com, Corporate Branding, Lead Generation, Event Planning, Campaign Strategies, Financial Services, Adobe Design Programs, Internal Communications, Digital Marketing, Marketing
Education
Nazareth College 2002 — 2006
B.A. Business Administration, Marketing, Entrepreneurship
Jerry Urlaub's Manning & Napier Experience 1993 - Present
Job IT Director at Manning & Napier
Industry Financial Services
Experience
Manning & Napier 1993 - Present
Western New York Computing System (Now Synergy Global Solutions) 1985 - 1993
Education
St. John Fisher College 1980 — 1984
BS, Computer Science
Manning & Napier 1993 - Present
Western New York Computing System (Now Synergy Global Solutions) 1985 - 1993
Education
St. John Fisher College 1980 — 1984
BS, Computer Science
Thomas Waters's Manning & Napier Experience June 2014 - Present
Job Practice Leader Defined Contribution
Industry Investment Management
Experience
Manning & Napier June 2014 - Present
Gosselin Consulting Group LLC July 2013 - March 2014
J.P. Morgan March 2011 - June 2013
OFI Institutional Asset Management February 2008 - February 2011
Putnam Investments October 2002 - April 2008
Skills
Defined Contribution, Retirement, Asset Management, Investments, Employee Benefits, Asset Allocation, Equities, Alternative Investments, Series 7, Mutual Funds, Portfolio Management, Series 63, Management, Investment Management, Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, Buiness Administration
Queen's University 2009 — 2011
MBA, Business Administration
St. Lawrence University 1995 — 1999
BA, Economics, Government
Manning & Napier June 2014 - Present
Gosselin Consulting Group LLC July 2013 - March 2014
J.P. Morgan March 2011 - June 2013
OFI Institutional Asset Management February 2008 - February 2011
Putnam Investments October 2002 - April 2008
Skills
Defined Contribution, Retirement, Asset Management, Investments, Employee Benefits, Asset Allocation, Equities, Alternative Investments, Series 7, Mutual Funds, Portfolio Management, Series 63, Management, Investment Management, Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, Buiness Administration
Queen's University 2009 — 2011
MBA, Business Administration
St. Lawrence University 1995 — 1999
BA, Economics, Government
Andrew Indovina's Manning & Napier Experience 1994 - 1997
Job Application Developer/PGSS at Nixon Peabody
Industry Law Practice
Experience
Nixon Peabody October 2005 - Present
Xerox March 2004 - October 2005
Xerox Corporation October 2003 - December 2003
Structured Technologies, Inc. January 2001 - September 2003
NetSetGo, Inc March 1999 - January 2001
Bausch & Lomb May 1998 - March 1999
Gordon S. Black Corporation October 1997 - February 1998
Manning & Napier 1994 - 1997
Manning & Napier Advisors December 1994 - November 1996
Skills
SQL Server, Technical Writing, Visual Basic, OOP, XML, VB.NET, Access, Crystal Reports, JavaScript, C++, HTML, C#, Java, Visual Studio, PHP, CSS, VBScript, C, SQL, SharePoint, Programming, ASP.NET, Windows, .NET, ASP, Web Development, Application Development, Web Applications, Software Development, Databases, ActionScript
Education
State University of New York College at Brockport 1993 — 1994
BS, Computer Science
State University of New York College at Buffalo 1992 — 1993
Computer Science
Monroe Community College 1990 — 1991
AS, Computer Science
Monroe Community College 1988 — 1989
AAS, Computer Information Systems
Eastridge High School
Nixon Peabody October 2005 - Present
Xerox March 2004 - October 2005
Xerox Corporation October 2003 - December 2003
Structured Technologies, Inc. January 2001 - September 2003
NetSetGo, Inc March 1999 - January 2001
Bausch & Lomb May 1998 - March 1999
Gordon S. Black Corporation October 1997 - February 1998
Manning & Napier 1994 - 1997
Manning & Napier Advisors December 1994 - November 1996
Skills
SQL Server, Technical Writing, Visual Basic, OOP, XML, VB.NET, Access, Crystal Reports, JavaScript, C++, HTML, C#, Java, Visual Studio, PHP, CSS, VBScript, C, SQL, SharePoint, Programming, ASP.NET, Windows, .NET, ASP, Web Development, Application Development, Web Applications, Software Development, Databases, ActionScript
Education
State University of New York College at Brockport 1993 — 1994
BS, Computer Science
State University of New York College at Buffalo 1992 — 1993
Computer Science
Monroe Community College 1990 — 1991
AS, Computer Science
Monroe Community College 1988 — 1989
AAS, Computer Information Systems
Eastridge High School
Owen Gilmore, CFA's Manning & Napier Experience May 2015 - August 2015
Job MBA Candidate at NYU Stern School of Business
Industry Investment Management
Experience
Manning & Napier May 2015 - August 2015
Boston University Investment Office July 2012 - July 2014
Eaton Vance September 2009 - June 2012
Cowen and Company 2008 - 2008
Cowen and Company 2007 - 2007
Greenwich Associates 2007 - 2007
Skills
Investments, Valuation, Hedge Funds, Mutual Funds, Asset Allocation, Fixed Income, Bloomberg, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Colby College 2004 — 2008
BA, Economics, Mathematics
Manning & Napier May 2015 - August 2015
Boston University Investment Office July 2012 - July 2014
Eaton Vance September 2009 - June 2012
Cowen and Company 2008 - 2008
Cowen and Company 2007 - 2007
Greenwich Associates 2007 - 2007
Skills
Investments, Valuation, Hedge Funds, Mutual Funds, Asset Allocation, Fixed Income, Bloomberg, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Colby College 2004 — 2008
BA, Economics, Mathematics
Alex Kreutter's Manning & Napier Experience May 2014 - Present
Job Research Information Process Associate at Manning & Napier
Industry Financial Services
Experience
Manning & Napier May 2014 - Present
Manning & Napier Advisors January 2013 - May 2014
Manning and Napier February 2011 - January 2013
Manning & Napier Advisors May 2010 - February 2011
Manning & Napier Advisors February 2009 - May 2010
Messiah College January 2008 - December 2008
Syracuse Rescue Mission May 2008 - August 2008
Skills
Modeling, Research, Financial Forecasting, Financial Analysis, Analysis, Equity Research, Microsoft Excel, Economics, Equity Valuation, Financial Modeling, Microsoft Office, Data Analysis, Bloomberg, Access, PowerPoint, Financial Reporting, Bloomberg Terminal, Microsoft Word, Investment Management, Outlook, Asset Management, Asset Allocation, Portfolio Management, Valuation, Quantitative Analytics
Education
Messiah College 2005 — 2009
BS, Business Information Systems
Messiah College 2005 — 2008
BS, Business Administration
Geneseo 1992 — 2005
Manning & Napier May 2014 - Present
Manning & Napier Advisors January 2013 - May 2014
Manning and Napier February 2011 - January 2013
Manning & Napier Advisors May 2010 - February 2011
Manning & Napier Advisors February 2009 - May 2010
Messiah College January 2008 - December 2008
Syracuse Rescue Mission May 2008 - August 2008
Skills
Modeling, Research, Financial Forecasting, Financial Analysis, Analysis, Equity Research, Microsoft Excel, Economics, Equity Valuation, Financial Modeling, Microsoft Office, Data Analysis, Bloomberg, Access, PowerPoint, Financial Reporting, Bloomberg Terminal, Microsoft Word, Investment Management, Outlook, Asset Management, Asset Allocation, Portfolio Management, Valuation, Quantitative Analytics
Education
Messiah College 2005 — 2009
BS, Business Information Systems
Messiah College 2005 — 2008
BS, Business Administration
Geneseo 1992 — 2005
Greg Stachura's Manning & Napier Experience April 2014 - Present
Job Information Security Administrator
Industry Financial Services
Experience
Manning & Napier April 2014 - Present
Information Systems Security Association (ISSA) of Rochester and Buffalo NY January 2014 - Present
Rochester Security Summit 2013 - 2015
Pittsford Federal Credit Union June 2005 - April 2014
Skills
Computer Security, CISSP, Security Policy, Networking, Active Directory, Information Technology, Disaster Recovery, VMware, Databases, Microsoft SQL Server, Windows Server, Database Administration, SQL, Servers, Information Security
Education
Rochester Institute of Technology 2011 — 2012
Advanced Certificate, Information Assurance
Rochester Institute of Technology 2009 — 2012
MBA, IT Concentration
Boston College 2003 — 2005
BA, Computer Science
Clarkson University 2001 — 2002
Transfered, Computer Science
Manning & Napier April 2014 - Present
Information Systems Security Association (ISSA) of Rochester and Buffalo NY January 2014 - Present
Rochester Security Summit 2013 - 2015
Pittsford Federal Credit Union June 2005 - April 2014
Skills
Computer Security, CISSP, Security Policy, Networking, Active Directory, Information Technology, Disaster Recovery, VMware, Databases, Microsoft SQL Server, Windows Server, Database Administration, SQL, Servers, Information Security
Education
Rochester Institute of Technology 2011 — 2012
Advanced Certificate, Information Assurance
Rochester Institute of Technology 2009 — 2012
MBA, IT Concentration
Boston College 2003 — 2005
BA, Computer Science
Clarkson University 2001 — 2002
Transfered, Computer Science
Tim Seymour's Manning & Napier Experience January 2015 - Present
Job Creative Director at Manning & Napier
Industry Financial Services
Experience
Manning & Napier January 2015 - Present
Tim Seymour Design May 2002 - Present
Manning & Napier May 2009 - January 2015
Nukote International, Inc. May 2007 - May 2009
Manning & Napier Advisors July 2003 - May 2007
Skills
Art Direction, Creative Direction, Graphic Design, Branding & Identity, Logo Design, Packaging, Typography, Web Design, Print Design, Product Photography, Photography, Concept Development, Adobe Creative Suite, Corporate Branding, Brand Development, InDesign, Corporate Identity, Brochures, Advertising
Education
State University of New York College at Fredonia 1999 — 2002
BFA, Graphic Design
The Aquinas Institute of Rochester 1994 — 1998
Manning & Napier January 2015 - Present
Tim Seymour Design May 2002 - Present
Manning & Napier May 2009 - January 2015
Nukote International, Inc. May 2007 - May 2009
Manning & Napier Advisors July 2003 - May 2007
Skills
Art Direction, Creative Direction, Graphic Design, Branding & Identity, Logo Design, Packaging, Typography, Web Design, Print Design, Product Photography, Photography, Concept Development, Adobe Creative Suite, Corporate Branding, Brand Development, InDesign, Corporate Identity, Brochures, Advertising
Education
State University of New York College at Fredonia 1999 — 2002
BFA, Graphic Design
The Aquinas Institute of Rochester 1994 — 1998
James Horgan's Manning & Napier Experience November 2014 - Present
Job
Industry Financial Services
Experience
Manning & Napier November 2014 - Present
Manning & Napier Advisors June 2014 - October 2014
Manning & Napier Advisors April 2011 - May 2014
Manning & Napier Advisors January 2010 - March 2011
Empire Valuation Consultants June 2008 - June 2009
Empire Valuation Consultants May 2006 - May 2008
Education
Rochester Institute of Technology 2003 — 2005
MBA, (1) Finance and (2) Health Systems Administration
State University of New York at Buffalo 1999 — 2003
Bachelor's degree, Biology/Biological Sciences
Manning & Napier November 2014 - Present
Manning & Napier Advisors June 2014 - October 2014
Manning & Napier Advisors April 2011 - May 2014
Manning & Napier Advisors January 2010 - March 2011
Empire Valuation Consultants June 2008 - June 2009
Empire Valuation Consultants May 2006 - May 2008
Education
Rochester Institute of Technology 2003 — 2005
MBA, (1) Finance and (2) Health Systems Administration
State University of New York at Buffalo 1999 — 2003
Bachelor's degree, Biology/Biological Sciences
Kim Luertzing's Manning & Napier Experience March 2005 - March 2006
Job Accounts Payable Specialist at Harris Interactive Inc.
Industry Consumer Services
Experience
Harris Interactive Inc. September 2013 - Present
GateHouse Media May 2012 - October 2013
Xerox September 2011 - May 2012
Lewis Tree Service, Inc April 2006 - August 2010
Manning & Napier March 2005 - March 2006
Manning & Napier March 2004 - March 2005
Skills
Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Financial Reporting, Invoicing, Payroll, Budgets, Financial Analysis, Microsoft Excel, Process Improvement, Outlook, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Teamwork, Benefits Administration
Education
Monroe Community College 2006 — 2007
Associate of Arts and Sciences (AAS), Accounting, 3.5
Monroe Community College 1992 — 1994
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Harris Interactive Inc. September 2013 - Present
GateHouse Media May 2012 - October 2013
Xerox September 2011 - May 2012
Lewis Tree Service, Inc April 2006 - August 2010
Manning & Napier March 2005 - March 2006
Manning & Napier March 2004 - March 2005
Skills
Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Financial Reporting, Invoicing, Payroll, Budgets, Financial Analysis, Microsoft Excel, Process Improvement, Outlook, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Teamwork, Benefits Administration
Education
Monroe Community College 2006 — 2007
Associate of Arts and Sciences (AAS), Accounting, 3.5
Monroe Community College 1992 — 1994
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Ryan DeVries's Manning & Napier Experience December 2014 - Present
Job Database Administrator at Manning & Napier
Industry Financial Services
Experience
Manning & Napier December 2014 - Present
D4 LLC September 2012 - December 2014
Family First of NY Federal Credit Union December 2011 - September 2012
Wegmans Food Markets May 2011 - August 2011
Wegmans Food Markets November 2010 - May 2011
Wegmans Food Markets May 2006 - March 2011
Skills
Active Directory, Operating Systems, DNS, Linux, Windows Server 2008, Microsoft Office, Microsoft Exchange, DHCP, Microsoft SQL Server, Troubleshooting, Server Administration, ESXi, Hyper-V, Nagios, Powershell, DFS, VMware Workstation, Backup Exec, Double-Take Availability, Group Policy, Relativity, Equivio Zoom, Viewpoint, Sonicwall, Dell Switches, Dell PowerEdge Servers, Compellent, CentOS, Blackberry Enterprise..., Trend Micro, Symantec Endpoint..., Windows Server, Windows
Education
Rochester Institute of Technology 2008 — 2012
Bachelor of Science (BS), Information Security and Forensics, 3.56
Manning & Napier December 2014 - Present
D4 LLC September 2012 - December 2014
Family First of NY Federal Credit Union December 2011 - September 2012
Wegmans Food Markets May 2011 - August 2011
Wegmans Food Markets November 2010 - May 2011
Wegmans Food Markets May 2006 - March 2011
Skills
Active Directory, Operating Systems, DNS, Linux, Windows Server 2008, Microsoft Office, Microsoft Exchange, DHCP, Microsoft SQL Server, Troubleshooting, Server Administration, ESXi, Hyper-V, Nagios, Powershell, DFS, VMware Workstation, Backup Exec, Double-Take Availability, Group Policy, Relativity, Equivio Zoom, Viewpoint, Sonicwall, Dell Switches, Dell PowerEdge Servers, Compellent, CentOS, Blackberry Enterprise..., Trend Micro, Symantec Endpoint..., Windows Server, Windows
Education
Rochester Institute of Technology 2008 — 2012
Bachelor of Science (BS), Information Security and Forensics, 3.56
Bryan Leavitt, CFA's Manning & Napier Experience May 2014 - Present
Job Quantitative Analyst at Manning & Napier
Industry Investment Management
Experience
Manning & Napier May 2014 - Present
2100 Xenon Group June 2009 - May 2014
TransMarket Group, L.L.C. February 2009 - April 2009
Skills
R, Matlab, Quantitative Finance, Bloomberg, VBA, Fixed Income, Data Analysis, Research, Derivatives, Excel, Stochastic Calculus, Statistics, Financial Modeling, Numerical Analysis, Quantitative Analysis, Financial Engineering, Time Series Analysis, Quantitative Analytics, Trading, Portfolio Optimization
Education
The University of Chicago 2008 — 2009
MS, Financial Mathematics
Northwestern University 2004 — 2008
BA, Integrated Science, Mathematics
Manning & Napier May 2014 - Present
2100 Xenon Group June 2009 - May 2014
TransMarket Group, L.L.C. February 2009 - April 2009
Skills
R, Matlab, Quantitative Finance, Bloomberg, VBA, Fixed Income, Data Analysis, Research, Derivatives, Excel, Stochastic Calculus, Statistics, Financial Modeling, Numerical Analysis, Quantitative Analysis, Financial Engineering, Time Series Analysis, Quantitative Analytics, Trading, Portfolio Optimization
Education
The University of Chicago 2008 — 2009
MS, Financial Mathematics
Northwestern University 2004 — 2008
BA, Integrated Science, Mathematics
John Pizzutelli's Manning & Napier Experience August 2015 - Present
Job at Manning & Napier
Industry Hospital & Health Care
Experience
Manning & Napier August 2015 - Present
Mercer May 2013 - August 2015
Mercer July 2010 - June 2013
Pictometry February 2008 - March 2010
5LINX Enterprises Inc. September 2006 - November 2007
Skills
Account Management, Technical Support, Salesforce.com, Analysis, Program Management, Team Leadership, Training
Education
Siena College 2000 — 2005
BS, Finance
Manning & Napier August 2015 - Present
Mercer May 2013 - August 2015
Mercer July 2010 - June 2013
Pictometry February 2008 - March 2010
5LINX Enterprises Inc. September 2006 - November 2007
Skills
Account Management, Technical Support, Salesforce.com, Analysis, Program Management, Team Leadership, Training
Education
Siena College 2000 — 2005
BS, Finance
Cara Radley's Manning & Napier Experience September 2014 - Present
Job Payroll and Benefits Coordinator
Industry Human Resources
Experience
Manning & Napier September 2014 - Present
Paychex May 2012 - September 2014
Paychex August 2010 - May 2012
Fashion Bug June 2005 - May 2011
Education
State University of New York College at Brockport 2008 — 2010
Bachelors, Finance, Spanish
Manning & Napier September 2014 - Present
Paychex May 2012 - September 2014
Paychex August 2010 - May 2012
Fashion Bug June 2005 - May 2011
Education
State University of New York College at Brockport 2008 — 2010
Bachelors, Finance, Spanish
Paul Whitmire's Manning & Napier Experience August 2013 - July 2014
Job TAC Engineer at ShoreTel
Industry Computer Networking
Experience
ShoreTel July 2014 - Present
Manning & Napier August 2013 - July 2014
Brite Computers July 2012 - August 2013
University of Rochester Medical Center November 2011 - May 2012
Wayne Central Schools September 2010 - November 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, HTML, PowerPoint, Windows, Microsoft Word, JavaScript, Networking, System Administration, Technical Support
Education
Rochester Institute of Technology 2007 — 2011
BS, Applied Networking and Systems Administration
Rochester Institute of Technology
BS in Applied Networking and System Administration
ShoreTel July 2014 - Present
Manning & Napier August 2013 - July 2014
Brite Computers July 2012 - August 2013
University of Rochester Medical Center November 2011 - May 2012
Wayne Central Schools September 2010 - November 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, HTML, PowerPoint, Windows, Microsoft Word, JavaScript, Networking, System Administration, Technical Support
Education
Rochester Institute of Technology 2007 — 2011
BS, Applied Networking and Systems Administration
Rochester Institute of Technology
BS in Applied Networking and System Administration
Eric Tao's Manning & Napier Experience July 2010 - July 2015
Job Equity Analyst at Nippon Life Global Investors Americas, Inc.
Industry Investment Management
Experience
Nippon Life Global Investors Americas, Inc. August 2015 - Present
Manning & Napier July 2010 - July 2015
Skills
Equity Research, Equity Valuation, Financial Modeling, Factset, Bloomberg, ThomsonOne, Statistics, Economics, DCF, LBO, Quantitative Research, Factor Analysis, Backtesting
Education
Cornell University 2006 — 2010
B.A., Economics, China and Asia-Pacific Studies
Bergen Catholic
Nippon Life Global Investors Americas, Inc. August 2015 - Present
Manning & Napier July 2010 - July 2015
Skills
Equity Research, Equity Valuation, Financial Modeling, Factset, Bloomberg, ThomsonOne, Statistics, Economics, DCF, LBO, Quantitative Research, Factor Analysis, Backtesting
Education
Cornell University 2006 — 2010
B.A., Economics, China and Asia-Pacific Studies
Bergen Catholic
Roy Sheppard's Manning & Napier Experience April 2000 - February 2003
Job Project Manager at First Niagara Bank
Industry Information Technology and Services
Experience
First Niagara Bank July 2012 - Present
HSBC October 2004 - July 2012
FedEx February 2003 - October 2004
Manning & Napier April 2000 - February 2003
Ingram Micro 1993 - 2000
Computer Task Group June 1987 - December 1993
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Microsoft Project, Offshore Resource..., Software Project..., Microsoft Excel, Recruiting, Visio, Program Management, Business Analysis, Microsoft Word, MS Project, SQL
Education
Canisius College 1996 — 2002
Master of Business Administration (MBA)
SUNY Geneseo 1983 — 1986
BA in mathematics, Computer Science
First Niagara Bank July 2012 - Present
HSBC October 2004 - July 2012
FedEx February 2003 - October 2004
Manning & Napier April 2000 - February 2003
Ingram Micro 1993 - 2000
Computer Task Group June 1987 - December 1993
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Microsoft Project, Offshore Resource..., Software Project..., Microsoft Excel, Recruiting, Visio, Program Management, Business Analysis, Microsoft Word, MS Project, SQL
Education
Canisius College 1996 — 2002
Master of Business Administration (MBA)
SUNY Geneseo 1983 — 1986
BA in mathematics, Computer Science
Kati Swyers's Manning & Napier Experience August 2011 - July 2012
Job Manager, Project Management Department at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors July 2012 - Present
Manning & Napier August 2011 - July 2012
Manning & Napier February 2008 - August 2011
Manning & Napier August 2006 - February 2008
Manning & Napier July 2001 - August 2006
Citi September 2000 - July 2001
Gilbert Financial Services, Inc. September 1999 - September 2000
Skills
Business Analysis, Project Management, Requirements Analysis, SharePoint, Process Improvement, Project Portfolio...
Education
Villanova University 2009 — 2010
Master's Degree, Project Management
St. John Fisher College
Master of Business Administration (M.B.A.), Summa Cum Laude, 3.82
St. John Fisher College 1996 — 2000
Bachelor's Degree, Business Administration and Management, Summa Cum Laude, 3.80
Manning & Napier Advisors July 2012 - Present
Manning & Napier August 2011 - July 2012
Manning & Napier February 2008 - August 2011
Manning & Napier August 2006 - February 2008
Manning & Napier July 2001 - August 2006
Citi September 2000 - July 2001
Gilbert Financial Services, Inc. September 1999 - September 2000
Skills
Business Analysis, Project Management, Requirements Analysis, SharePoint, Process Improvement, Project Portfolio...
Education
Villanova University 2009 — 2010
Master's Degree, Project Management
St. John Fisher College
Master of Business Administration (M.B.A.), Summa Cum Laude, 3.82
St. John Fisher College 1996 — 2000
Bachelor's Degree, Business Administration and Management, Summa Cum Laude, 3.80
Caleb Winne's Manning & Napier Experience August 2014 - Present
Job Lead Accountant at Manning & Napier
Industry Investment Management
Experience
Manning & Napier August 2014 - Present
Rite Aid January 2013 - August 2014
Rite Aid June 2012 - January 2013
Caritas Consulting January 2012 - April 2012
Skills
Microsoft Office, Analytical Skills, Research, Problem Solving, Technology, Data-driven Decision..., Customer Service, Conflict Resolution, Accounting
Education
State University of New York College at Oswego 2015 — 2016
Master of Business Administration (M.B.A.), Public Accounting Concentration, 3.66 GPA
Roberts Wesleyan College 2011 — 2012
Bachelor’s Degree, Business Administration and Accounting minor, 3.8 GPA
Manning & Napier August 2014 - Present
Rite Aid January 2013 - August 2014
Rite Aid June 2012 - January 2013
Caritas Consulting January 2012 - April 2012
Skills
Microsoft Office, Analytical Skills, Research, Problem Solving, Technology, Data-driven Decision..., Customer Service, Conflict Resolution, Accounting
Education
State University of New York College at Oswego 2015 — 2016
Master of Business Administration (M.B.A.), Public Accounting Concentration, 3.66 GPA
Roberts Wesleyan College 2011 — 2012
Bachelor’s Degree, Business Administration and Accounting minor, 3.8 GPA
Alexandra Hartmann's Manning & Napier Experience April 2015 - Present
Job Marketing Events Coordinator at Manning & Napier
Industry Financial Services
Experience
Manning & Napier April 2015 - Present
Manning & Napier April 2014 - April 2015
Manning & Napier October 2013 - April 2014
2013 PGA Championship May 2013 - August 2013
Keiser University October 2012 - March 2013
Niagara Junior Purple Eagles January 2011 - May 2011
Skills
Advertising, Market Research, Microsoft Excel, Customer Service, Marketing, Public Relations, Marketing Strategy, PowerPoint, Microsoft Office
Education
Niagara University 2008 — 2011
Bachelors of Science, Marketing, 3.94
Manning & Napier April 2015 - Present
Manning & Napier April 2014 - April 2015
Manning & Napier October 2013 - April 2014
2013 PGA Championship May 2013 - August 2013
Keiser University October 2012 - March 2013
Niagara Junior Purple Eagles January 2011 - May 2011
Skills
Advertising, Market Research, Microsoft Excel, Customer Service, Marketing, Public Relations, Marketing Strategy, PowerPoint, Microsoft Office
Education
Niagara University 2008 — 2011
Bachelors of Science, Marketing, 3.94
Christopher McAvoy's Manning & Napier Experience April 2015 - Present
Job Product Manager, MultiAsset Class Solutions, Manning & Napier
Industry Investment Management
Experience
Manning & Napier April 2015 - Present
Education
Loyola University Maryland 1997 — 2001
Master's degree, Business Administration and Management, General
Manning & Napier April 2015 - Present
Education
Loyola University Maryland 1997 — 2001
Master's degree, Business Administration and Management, General
Amy Roush's Manning & Napier Experience August 2014 - Present
Job Application Analyst at Manning & Napier
Industry Investment Management
Experience
Manning & Napier August 2014 - Present
Xerox 2012 - 2014
Xerox 2010 - 2012
Xerox 2008 - 2010
Skills
Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, SQL, Charles River IMS, 837P, 837I, XML, Flat Files, OCR, Business Analysis, Requirements Gathering, Business Requirements, UAT Coordination, Testing, User Acceptance Testing, Manual Testing, Regression Testing, Smoke Testing, Production Support, Data Entry
Education
Savannah College of Art and Design 1998 — 2002
Bachelor’s Degree
Manning & Napier August 2014 - Present
Xerox 2012 - 2014
Xerox 2010 - 2012
Xerox 2008 - 2010
Skills
Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, SQL, Charles River IMS, 837P, 837I, XML, Flat Files, OCR, Business Analysis, Requirements Gathering, Business Requirements, UAT Coordination, Testing, User Acceptance Testing, Manual Testing, Regression Testing, Smoke Testing, Production Support, Data Entry
Education
Savannah College of Art and Design 1998 — 2002
Bachelor’s Degree
Karen Simko's Manning & Napier Experience May 1998 - June 1999
Job Johnson, Mullan & Brundage
Industry Accounting
Experience
Johnson, Mullan & Brundage June 1999 - Present
Manning & Napier May 1998 - June 1999
Skills
Office Management, Property Management, Microsoft Office, Microsoft Excel, Microsoft Word, Corel Word Perfect, ProLaw Accounting..., PCLawJr. Accounting..., Quicken, PC and Network Based..., Other Various Software...
Education
Monroe Community College 1973 — 1980
High School, Accounting, A
Johnson, Mullan & Brundage June 1999 - Present
Manning & Napier May 1998 - June 1999
Skills
Office Management, Property Management, Microsoft Office, Microsoft Excel, Microsoft Word, Corel Word Perfect, ProLaw Accounting..., PCLawJr. Accounting..., Quicken, PC and Network Based..., Other Various Software...
Education
Monroe Community College 1973 — 1980
High School, Accounting, A
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group