Manning & Napier
Industry: Investment management company
DescriptionHeadquarters: Fairport, NY Founded: 1970 Subsidiaries: Rainier Investment Management, LLC,
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Manning & Napier Employees
Employee
Years
Job
Industry
Aaron Cates, CIMA® Aaron Cates, CIMA®'s Manning & Napier Experience February 2015 - Present
Job Vice President at Manning & Napier
Industry Financial Services
Experience
Manning & Napier February 2015 - Present
Calamos Investments June 2011 - February 2015
Russell Investments March 2011 - June 2011
Calamos Investments September 2005 - March 2011
Education
University of Illinois at Urbana-Champaign 1996 — 2000
BA, Economics
Manning & Napier February 2015 - Present
Calamos Investments June 2011 - February 2015
Russell Investments March 2011 - June 2011
Calamos Investments September 2005 - March 2011
Education
University of Illinois at Urbana-Champaign 1996 — 2000
BA, Economics
Jason Kjellson's Manning & Napier Experience November 2002 - September 2006
Job Director at Triton Pacific Securities
Industry Financial Services
Experience
Triton Pacific Securities February 2015 - Present
Time Equities, Inc. October 2012 - February 2015
Dimirak Securities Corporation January 2011 - October 2012
Home Path Financial October 2008 - July 2011
Unity Building Group September 2007 - October 2008
Walton International Group October 2006 - September 2007
Manning & Napier November 2002 - September 2006
Berger Funds May 2000 - November 2002
Skills
Excel, Salesforce.com, Wholesaling, Investments, Asset Management, Mutual Funds, Real Estate Investment, Alternative Investments, Securities, Equities, Due Diligence, Private Equity, Investment Strategies, Wealth Management, FINRA, Venture Capital, Investment Advisory, Financial Analysis, Funding, Retirement, Financial Advisory, Product Development, Asset Allocation, Sales Management, Private Placements, Financial Markets, Customer Relations, Selling, Strategic Planning, Small Business, Investment Banking, Investors, Capital Markets, Series 63, New Business Development, Investment Products, Business Strategy, Corporate Finance, Start-ups, Structured Products, Competitive Analysis, Fundraising, Separately Managed..., Market Research, Public Speaking, Real Estate Finance, Strategy Development, Series 7, Series 24, Real Estate Economics
Education
University of South Carolina-Columbia 1989 — 1993
Finance
Triton Pacific Securities February 2015 - Present
Time Equities, Inc. October 2012 - February 2015
Dimirak Securities Corporation January 2011 - October 2012
Home Path Financial October 2008 - July 2011
Unity Building Group September 2007 - October 2008
Walton International Group October 2006 - September 2007
Manning & Napier November 2002 - September 2006
Berger Funds May 2000 - November 2002
Skills
Excel, Salesforce.com, Wholesaling, Investments, Asset Management, Mutual Funds, Real Estate Investment, Alternative Investments, Securities, Equities, Due Diligence, Private Equity, Investment Strategies, Wealth Management, FINRA, Venture Capital, Investment Advisory, Financial Analysis, Funding, Retirement, Financial Advisory, Product Development, Asset Allocation, Sales Management, Private Placements, Financial Markets, Customer Relations, Selling, Strategic Planning, Small Business, Investment Banking, Investors, Capital Markets, Series 63, New Business Development, Investment Products, Business Strategy, Corporate Finance, Start-ups, Structured Products, Competitive Analysis, Fundraising, Separately Managed..., Market Research, Public Speaking, Real Estate Finance, Strategy Development, Series 7, Series 24, Real Estate Economics
Education
University of South Carolina-Columbia 1989 — 1993
Finance
Becky Francis Becky Francis's Manning & Napier Experience July 2015 - Present
Job at
Industry Insurance
Chiara Braia Chiara Braia's Manning & Napier Experience September 2014 - Present
Job Client Services Coordinator at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier September 2014 - Present
Education
University at Buffalo 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Manning & Napier September 2014 - Present
Education
University at Buffalo 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Katarina Gelke's Manning & Napier Experience January 2015 - Present
Job IDG Team Leader; Client Services Associate Manning & Napier
Industry Investment Management
Experience
Notre Dame Alumni Club of Rochester July 2014 - Present
Notre Dame Alumni Club of Rochester July 2014 - Present
Manning & Napier January 2015 - Present
Manning & Napier Advisors November 2013 - Present
Catholic Family Center October 2012 - October 2013
Manning & Napier Advisors July 2012 - October 2013
Genesee Regional Bank June 2009 - July 2012
Nanovic Institute of European Studies August 2011 - May 2012
Rochester Business Journal May 2011 - August 2011
Skills
Intermediate Spanish..., Beginning German..., Beginning Polish..., Adobe Creative Suite, Microsoft Office, Microsoft CRM, Marketing Communications, Social Media Marketing, Marketing Research, Relationship Marketing, Writing, Creative Writing, Multi Tasking, Travel, Flexibility
Education
University of Notre Dame 2008 — 2012
BA, Marketing
University College Dublin 2011 — 2011
Marketing and Business
Uniwersytet Mikołaja Kopernika w Toruniu 2010 — 2010
Polish Language
Notre Dame Alumni Club of Rochester July 2014 - Present
Notre Dame Alumni Club of Rochester July 2014 - Present
Manning & Napier January 2015 - Present
Manning & Napier Advisors November 2013 - Present
Catholic Family Center October 2012 - October 2013
Manning & Napier Advisors July 2012 - October 2013
Genesee Regional Bank June 2009 - July 2012
Nanovic Institute of European Studies August 2011 - May 2012
Rochester Business Journal May 2011 - August 2011
Skills
Intermediate Spanish..., Beginning German..., Beginning Polish..., Adobe Creative Suite, Microsoft Office, Microsoft CRM, Marketing Communications, Social Media Marketing, Marketing Research, Relationship Marketing, Writing, Creative Writing, Multi Tasking, Travel, Flexibility
Education
University of Notre Dame 2008 — 2012
BA, Marketing
University College Dublin 2011 — 2011
Marketing and Business
Uniwersytet Mikołaja Kopernika w Toruniu 2010 — 2010
Polish Language
Alexandra Guinane's Manning & Napier Experience November 2014 - August 2015
Job Marketing Specialist at Riedman Development
Industry Marketing and Advertising
Experience
Riedman Development 2015 - Present
Manning & Napier November 2014 - August 2015
FM Office Express August 2013 - November 2014
Personal Designs Florist January 2013 - May 2013
Skills
Microsoft Word, Customer Service, PowerPoint, Social Media Marketing, Public Speaking, English, Research, Outlook, Editing, Microsoft Office, Adobe Creative Suite, Windows, Photoshop, Teaching, Facebook
Education
University at Buffalo 2009 — 2013
Bachelor of Arts (B.A.), Communication
University at Buffalo 2009 — 2013
Bachelor's Degree, Design and Visual Communications, Art History Minor
Riedman Development 2015 - Present
Manning & Napier November 2014 - August 2015
FM Office Express August 2013 - November 2014
Personal Designs Florist January 2013 - May 2013
Skills
Microsoft Word, Customer Service, PowerPoint, Social Media Marketing, Public Speaking, English, Research, Outlook, Editing, Microsoft Office, Adobe Creative Suite, Windows, Photoshop, Teaching, Facebook
Education
University at Buffalo 2009 — 2013
Bachelor of Arts (B.A.), Communication
University at Buffalo 2009 — 2013
Bachelor's Degree, Design and Visual Communications, Art History Minor
Daniel MacIntyre, MBA Daniel MacIntyre, MBA's Manning & Napier Experience July 2014 - Present
Job Senior Financial Analyst and Junior Executive Training Participant at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier July 2014 - Present
Manning & Napier Advisors March 2012 - Present
Eastman Kodak July 2008 - March 2012
Skills
Financial Analysis, Analysis, Microsoft Excel, Corporate Finance, Financial Modeling, Finance, Financial Reporting, Competitive Analysis, Strategy, Project Management, Product Management, Business Process..., Accounting, Leadership, Program Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2013
MBA, Finance and Corporate Strategy
University of Maryland Baltimore County 2001 — 2006
BS, Computer Science
Manning & Napier July 2014 - Present
Manning & Napier Advisors March 2012 - Present
Eastman Kodak July 2008 - March 2012
Skills
Financial Analysis, Analysis, Microsoft Excel, Corporate Finance, Financial Modeling, Finance, Financial Reporting, Competitive Analysis, Strategy, Project Management, Product Management, Business Process..., Accounting, Leadership, Program Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2013
MBA, Finance and Corporate Strategy
University of Maryland Baltimore County 2001 — 2006
BS, Computer Science
Derek Spath's Manning & Napier Experience May 2014 - August 2014
Job Future Medical Student at the University at Buffalo, Currently Studying Biomedical Sciences and Spanish at UB
Industry Medical Practice
Experience
Ear, Nose & Throat Care of Western New York September 2014 - Present
Manning & Napier May 2014 - August 2014
Zetti's Pizza & Pasta September 2013 - March 2014
Mr. P's Gardens May 2009 - January 2013
Self-employed December 2010 - March 2011
Skills
Healthcare, Science, Medical Spanish, Spanish, Public Speaking, Leadership, Teamwork, Musicians, Data Analysis, Teaching, Cpr Certified, Computers, Employee Benefits, Athletics, Microsoft Office
Education
State University of New York at Buffalo 2012 — 2016
Biomedical Sciences (BS), Spanish (BA), 4.0
ECELA Cusco 2013 — 2013
Spanish Language, Medical Spanish
Universidad Pontificia de Salamanca 2012 — 2012
Certificate, Spanish Language, Culture, and Film
Ear, Nose & Throat Care of Western New York September 2014 - Present
Manning & Napier May 2014 - August 2014
Zetti's Pizza & Pasta September 2013 - March 2014
Mr. P's Gardens May 2009 - January 2013
Self-employed December 2010 - March 2011
Skills
Healthcare, Science, Medical Spanish, Spanish, Public Speaking, Leadership, Teamwork, Musicians, Data Analysis, Teaching, Cpr Certified, Computers, Employee Benefits, Athletics, Microsoft Office
Education
State University of New York at Buffalo 2012 — 2016
Biomedical Sciences (BS), Spanish (BA), 4.0
ECELA Cusco 2013 — 2013
Spanish Language, Medical Spanish
Universidad Pontificia de Salamanca 2012 — 2012
Certificate, Spanish Language, Culture, and Film
Emily (Dunstan) Smith Emily (Dunstan) Smith's Manning & Napier Experience March 2015 - Present
Job Business Analyst at Manning & Napier
Industry Investment Management
Experience
Manning & Napier March 2015 - Present
Goldman Sachs July 2012 - February 2015
Goldman Sachs June 2011 - August 2011
Bank of America June 2008 - November 2010
Paychex Inc October 2007 - January 2008
Trillium Group, LLC July 2006 - September 2006
First Niagara Risk Management, Inc June 2005 - September 2005
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance, Competitive and Organizational Strategy
University of Rochester 2004 — 2008
Bachelor of Arts, Financial Economics
University of Rochester 2004 — 2008
Bachelor of Science; Bachelor's, Mathematics
Richmond, The American International University
Manning & Napier March 2015 - Present
Goldman Sachs July 2012 - February 2015
Goldman Sachs June 2011 - August 2011
Bank of America June 2008 - November 2010
Paychex Inc October 2007 - January 2008
Trillium Group, LLC July 2006 - September 2006
First Niagara Risk Management, Inc June 2005 - September 2005
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance, Competitive and Organizational Strategy
University of Rochester 2004 — 2008
Bachelor of Arts, Financial Economics
University of Rochester 2004 — 2008
Bachelor of Science; Bachelor's, Mathematics
Richmond, The American International University
Trenton Green Trenton Green's Manning & Napier Experience January 2015 - Present
Job Senior Equity Research Associate at Manning & Napier
Industry Financial Services
Experience
Manning & Napier January 2015 - Present
Manning & Napier June 2013 - January 2015
Manning & Napier June 2011 - June 2013
U of A's Arvest Fixed Income Securities Class August 2010 - May 2011
Bank of America Merrill Lynch June 2010 - May 2011
Boston Mountain Money Management, Inc. September 2009 - November 2009
Skills
Financial Modeling, Equity Research, Investments, Valuation, Portfolio Management, Financial Markets, Financial Analysis, Finance, Data Analysis, Wealth Management, Equities, Asset Management, Microsoft Excel
Education
University of Arkansas at Fayetteville 2007 — 2011
B.S.B.A., Magna cum laude, Financial Management/Investment
Manning & Napier January 2015 - Present
Manning & Napier June 2013 - January 2015
Manning & Napier June 2011 - June 2013
U of A's Arvest Fixed Income Securities Class August 2010 - May 2011
Bank of America Merrill Lynch June 2010 - May 2011
Boston Mountain Money Management, Inc. September 2009 - November 2009
Skills
Financial Modeling, Equity Research, Investments, Valuation, Portfolio Management, Financial Markets, Financial Analysis, Finance, Data Analysis, Wealth Management, Equities, Asset Management, Microsoft Excel
Education
University of Arkansas at Fayetteville 2007 — 2011
B.S.B.A., Magna cum laude, Financial Management/Investment
Stephanie Cochran, AIF®, C(k)P®'s Manning & Napier Experience October 2006 - Present
Job Vice President at Manning & Napier
Industry Investment Management
Experience
Manning & Napier October 2006 - Present
Pacific Cornerstone Capital June 2006 - October 2006
Dunham & Associates May 2001 - May 2006
Medallion Advisory Services August 1996 - February 2001
Medallion Investment Services August 1996 - February 2001
Education
The American College
Manning & Napier October 2006 - Present
Pacific Cornerstone Capital June 2006 - October 2006
Dunham & Associates May 2001 - May 2006
Medallion Advisory Services August 1996 - February 2001
Medallion Investment Services August 1996 - February 2001
Education
The American College
Jennifer Conlon's Manning & Napier Experience May 2014 - January 2015
Job Financial Analyst at J.P. Morgan
Industry Higher Education
Experience
J.P. Morgan July 2015 - Present
Manning & Napier May 2014 - January 2015
Syracuse University Investment Club January 2014 - January 2015
Syracuse University Entrepreneurship Club December 2013 - December 2014
Skills
Microsoft Excel, PowerPoint, Time Management, Sales, Training, Research, Leadership, Social Networking, Microsoft Word
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor’s Degree, Finance and Economics, GPA: 3.91
J.P. Morgan July 2015 - Present
Manning & Napier May 2014 - January 2015
Syracuse University Investment Club January 2014 - January 2015
Syracuse University Entrepreneurship Club December 2013 - December 2014
Skills
Microsoft Excel, PowerPoint, Time Management, Sales, Training, Research, Leadership, Social Networking, Microsoft Word
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor’s Degree, Finance and Economics, GPA: 3.91
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
TIMOTHY KUZNETSOV TIMOTHY KUZNETSOV's Manning & Napier Experience May 2015 - Present
Job Equity Research Assistant at Manning & Napier
Industry Financial Services
Experience
Manning & Napier May 2015 - Present
Manning & Napier June 2014 - March 2015
University of Rochester January 2012 - May 2014
Fitch Ratings May 2013 - August 2013
National Forest Recreation Association July 2012 - March 2013
Rochester Wealth Management Group, LLC October 2012 - December 2012
StartFast May 2012 - July 2012
Macy's June 2011 - August 2011
Deutsche Bank June 2011 - June 2011
Roxbury Police Department August 2007 - June 2010
Skills
Research, Data Analysis, Entrepreneurship, Business Development, Sales
Education
University of Rochester 2010 — 2014
Bachelor of Arts, Financial Economics and Mathematics, Alumni
Morris Knolls High School
High School Diploma
Manning & Napier May 2015 - Present
Manning & Napier June 2014 - March 2015
University of Rochester January 2012 - May 2014
Fitch Ratings May 2013 - August 2013
National Forest Recreation Association July 2012 - March 2013
Rochester Wealth Management Group, LLC October 2012 - December 2012
StartFast May 2012 - July 2012
Macy's June 2011 - August 2011
Deutsche Bank June 2011 - June 2011
Roxbury Police Department August 2007 - June 2010
Skills
Research, Data Analysis, Entrepreneurship, Business Development, Sales
Education
University of Rochester 2010 — 2014
Bachelor of Arts, Financial Economics and Mathematics, Alumni
Morris Knolls High School
High School Diploma
Daniel P. Docherty Daniel P. Docherty's Manning & Napier Experience June 2012 - May 2015
Job Private Wealth Analyst, Merrill Lynch
Industry Financial Services
Experience
The Goodbody Group, Private Banking & Investment Group, Merrill Lynch May 2015 - Present
Manning & Napier June 2012 - May 2015
Simon Graduate School of Business, University of Rochester September 2009 - May 2012
European Parliament August 2011 - December 2011
United States Senate January 2011 - May 2011
Skills
Economics, Research, Public Speaking, Quantitative Analytics, Microsoft Excel, Statistics, Series 7, Data Analysis, Business Analysis, Public Policy, Qualitative Research, Macroeconomics, Microeconomics, Analysis, Bloomberg Terminal, Series 66, Policy Analysis, Marketing, Sales, PowerPoint, Time Management, Asset Allocation, Retirement Planning, Social Security Analysis, College Education..., Accounting, Team Leadership, Investments, Bloomberg
Education
University of Rochester 2008 — 2012
BA, Bachelor of Arts, Cum Laude
The Goodbody Group, Private Banking & Investment Group, Merrill Lynch May 2015 - Present
Manning & Napier June 2012 - May 2015
Simon Graduate School of Business, University of Rochester September 2009 - May 2012
European Parliament August 2011 - December 2011
United States Senate January 2011 - May 2011
Skills
Economics, Research, Public Speaking, Quantitative Analytics, Microsoft Excel, Statistics, Series 7, Data Analysis, Business Analysis, Public Policy, Qualitative Research, Macroeconomics, Microeconomics, Analysis, Bloomberg Terminal, Series 66, Policy Analysis, Marketing, Sales, PowerPoint, Time Management, Asset Allocation, Retirement Planning, Social Security Analysis, College Education..., Accounting, Team Leadership, Investments, Bloomberg
Education
University of Rochester 2008 — 2012
BA, Bachelor of Arts, Cum Laude
Aaron Wolk Aaron Wolk's Manning & Napier Experience July 2015 - Present
Job Jr. Account Manager at Manning & Napier
Industry Investment Management
Experience
Manning & Napier July 2015 - Present
Bristol Mountain Ski Resort April 2014 - February 2015
Page Countryside April 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Analysis, Team Management, Investments, Customer Service, Financial Modeling, Information Systems
Education
State University of New York College at Oswego 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance with Economics minor
Manning & Napier July 2015 - Present
Bristol Mountain Ski Resort April 2014 - February 2015
Page Countryside April 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Analysis, Team Management, Investments, Customer Service, Financial Modeling, Information Systems
Education
State University of New York College at Oswego 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance with Economics minor
Vincent Criscuolo Vincent Criscuolo's Manning & Napier Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan June 2015 - Present
The Wharton School 2014 - Present
The Wharton School September 2014 - Present
Manning & Napier June 2014 - August 2014
SAT/ACT Tutor May 2013 - August 2013
UBS August 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, Spanish, Research, Event Planning, Social Media, Higher Education, Editing, SPSS, Facebook, Data Analysis, Fundraising
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree
Pittsford Mendon High School 2010 — 2013
J.P. Morgan June 2015 - Present
The Wharton School 2014 - Present
The Wharton School September 2014 - Present
Manning & Napier June 2014 - August 2014
SAT/ACT Tutor May 2013 - August 2013
UBS August 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, Spanish, Research, Event Planning, Social Media, Higher Education, Editing, SPSS, Facebook, Data Analysis, Fundraising
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree
Pittsford Mendon High School 2010 — 2013
Will Horner Will Horner's Manning & Napier Experience May 2014 - Present
Job Equity Research Portfolio Objectives Group at Manning & Napier
Industry Financial Services
Experience
Manning & Napier May 2014 - Present
Manning & Napier June 2013 - May 2014
Apache Corporation September 2011 - July 2012
INDIAN NATIONS COUNCIL OF GOVERNMENTS January 2011 - May 2011
Triarii Scientific, LLC May 2010 - September 2010
Skills
Energy Policy, Microsoft Excel, Customer Service, Leadership, Energy, Macroeconomics, Microsoft Office, Microsoft Word, Financial Analysis, Quantitative, Derivatives, Portfolio Performance..., Financial Modeling, Portfolio Management, Statistical Data..., Equities, Data Analysis, Teamwork, Finance, Upstream, Analysis, Research, Natural Gas, Budgets, Oil & Gas Industry, Economics, Statistics, VBA, Access, Risk Management, PowerPoint, Quantitative Analytics, Valuation, Due Diligence, Corporate Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Finance, 3.8
University of Tulsa 2007 — 2011
B.S.B.A., Energy Management, 3.95
Manning & Napier May 2014 - Present
Manning & Napier June 2013 - May 2014
Apache Corporation September 2011 - July 2012
INDIAN NATIONS COUNCIL OF GOVERNMENTS January 2011 - May 2011
Triarii Scientific, LLC May 2010 - September 2010
Skills
Energy Policy, Microsoft Excel, Customer Service, Leadership, Energy, Macroeconomics, Microsoft Office, Microsoft Word, Financial Analysis, Quantitative, Derivatives, Portfolio Performance..., Financial Modeling, Portfolio Management, Statistical Data..., Equities, Data Analysis, Teamwork, Finance, Upstream, Analysis, Research, Natural Gas, Budgets, Oil & Gas Industry, Economics, Statistics, VBA, Access, Risk Management, PowerPoint, Quantitative Analytics, Valuation, Due Diligence, Corporate Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Finance, 3.8
University of Tulsa 2007 — 2011
B.S.B.A., Energy Management, 3.95
Cory Schneider's Manning & Napier Experience December 2014 - May 2015
Job Derivatives Operations Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2015 - Present
Manning & Napier December 2014 - May 2015
Manning & Napier March 2014 - December 2014
Fort Worth Brahmas 2013 - 2013
Fort Wayne Komets 2012 - 2012
Education
The Ohio State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Northwood School 2005 — 2007
High School
CFA Institute
Wellington Management June 2015 - Present
Manning & Napier December 2014 - May 2015
Manning & Napier March 2014 - December 2014
Fort Worth Brahmas 2013 - 2013
Fort Wayne Komets 2012 - 2012
Education
The Ohio State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Northwood School 2005 — 2007
High School
CFA Institute
Brett Baskin's Manning & Napier Experience May 2013 - August 2013
Job Junior Financial Analyst
Industry Financial Services
Experience
Citi June 2014 - Present
Manning & Napier May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Time Management, Customer Service, Teamwork, Research
Education
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor's Degree, Business Finance
Citi June 2014 - Present
Manning & Napier May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Time Management, Customer Service, Teamwork, Research
Education
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor's Degree, Business Finance
Margaret Jeffries Margaret Jeffries's Manning & Napier Experience May 2012 - Present
Job Client Services Associate at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier May 2012 - Present
University of Pittsburgh January 2011 - April 2012
Merrill Lynch May 2011 - August 2011
University of Pittsburgh September 2010 - January 2011
Schiller's Pharmacy August 2009 - February 2010
Sage Rutty & Co. Inc. December 2007 - January 2009
Skills
Microsoft Excel, Portfolio Management, Sales, Time Management, Leadership, Financial Services, Facebook, Social Networking, Cisco Technologies, Budgets, Access, Management, Managing Client Data, Excel, Cisco Phones
Education
University of Pittsburgh 2008 — 2012
Finance, Finance, Chinese, Investment, Operations, Economics, Accounting
Pittsford Sutherland Highschool 2004 — 2008
Highschool Diploma, Fine Arts and General Education
Manning & Napier May 2012 - Present
University of Pittsburgh January 2011 - April 2012
Merrill Lynch May 2011 - August 2011
University of Pittsburgh September 2010 - January 2011
Schiller's Pharmacy August 2009 - February 2010
Sage Rutty & Co. Inc. December 2007 - January 2009
Skills
Microsoft Excel, Portfolio Management, Sales, Time Management, Leadership, Financial Services, Facebook, Social Networking, Cisco Technologies, Budgets, Access, Management, Managing Client Data, Excel, Cisco Phones
Education
University of Pittsburgh 2008 — 2012
Finance, Finance, Chinese, Investment, Operations, Economics, Accounting
Pittsford Sutherland Highschool 2004 — 2008
Highschool Diploma, Fine Arts and General Education
Benjamin McCubbin Benjamin McCubbin's Manning & Napier Experience January 2014 - Present
Job Fixed Income Administrative Assistant at Manning & Napier
Industry Financial Services
Experience
Manning & Napier January 2014 - Present
Manning & Napier Advisors 2013 - 2013
Menorah Park February 2012 - April 2012
James Mazza & Associates, Financial Wellness Center June 2011 - August 2011
James Mazza & Associates, Financial Wellness Center June 2010 - August 2010
Skills
Management, Analysis, Microsoft Excel, Fixed Income, Fixed Income Analysis, Capital Markets, Equity Research, Equity Derivatives, Economics, MS Powerpoint, Financial Analysis, Credit Analysis, Credit, Risk Assessment, Bloomberg
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2012
BS, Finance, General
Greece Athena High School
Regents Diploma, Advanced Designation
Syracuse University
Manning & Napier January 2014 - Present
Manning & Napier Advisors 2013 - 2013
Menorah Park February 2012 - April 2012
James Mazza & Associates, Financial Wellness Center June 2011 - August 2011
James Mazza & Associates, Financial Wellness Center June 2010 - August 2010
Skills
Management, Analysis, Microsoft Excel, Fixed Income, Fixed Income Analysis, Capital Markets, Equity Research, Equity Derivatives, Economics, MS Powerpoint, Financial Analysis, Credit Analysis, Credit, Risk Assessment, Bloomberg
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2012
BS, Finance, General
Greece Athena High School
Regents Diploma, Advanced Designation
Syracuse University
Ryan Bynan's Manning & Napier Experience September 2013 - Present
Job Research Communication Strategist at Manning & Napier
Industry Investment Management
Experience
Manning & Napier September 2013 - Present
Education
University of Central Florida - College of Business Administration
BSBA, Finance
University of Central Florida - College of Business Administration
BSBA, Business Administration
Manning & Napier September 2013 - Present
Education
University of Central Florida - College of Business Administration
BSBA, Finance
University of Central Florida - College of Business Administration
BSBA, Business Administration
Anil Lakehal-Ayat Anil Lakehal-Ayat's Manning & Napier Experience November 2014 - Present
Job Research Assistant at Manning & Napier
Industry Financial Services
Experience
Manning & Napier November 2014 - Present
Crédit Agricole CIB June 2014 - October 2014
Goldman Sachs May 2013 - April 2014
First American Equipment Finance December 2009 - August 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Windows, Research, Outlook, English, Photoshop, Data Analysis, Sales
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.) with Honor's, History Major, Latin Minor, A-
Manning & Napier November 2014 - Present
Crédit Agricole CIB June 2014 - October 2014
Goldman Sachs May 2013 - April 2014
First American Equipment Finance December 2009 - August 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Windows, Research, Outlook, English, Photoshop, Data Analysis, Sales
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.) with Honor's, History Major, Latin Minor, A-
Karl Faessler, CFA Karl Faessler, CFA's Manning & Napier Experience November 2014 - Present
Job Equity Research at Manning & Napier
Industry Investment Management
Experience
Manning & Napier November 2014 - Present
Manning & Napier November 2013 - November 2014
Pyramid Management Group June 2013 - October 2013
United Technologies July 2011 - June 2013
Skills
Equity Research, Financial Modeling, Corporate Finance, Forecasting, Finance, Strategic Planning, Financial Analysis, Equity Valuation, DCF Valuation, Investments, Strategy, Business Development, Mergers & Acquisitions
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelors, Finance, Supply Chain Management
Manning & Napier November 2014 - Present
Manning & Napier November 2013 - November 2014
Pyramid Management Group June 2013 - October 2013
United Technologies July 2011 - June 2013
Skills
Equity Research, Financial Modeling, Corporate Finance, Forecasting, Finance, Strategic Planning, Financial Analysis, Equity Valuation, DCF Valuation, Investments, Strategy, Business Development, Mergers & Acquisitions
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelors, Finance, Supply Chain Management
Jay Feuerstein's Manning & Napier Experience May 2014 - Present
Job Managing Director Alternative Strategies at Manning & Napier
Industry Investment Management
Experience
Manning & Napier May 2014 - Present
2100 Xenon Group July 2008 - May 2014
2100 Capital Group July 2007 - July 2008
Xenon Capital Management May 2001 - July 2007
Skills
Analytical Skills, Written & Oral..., Management, Trading, Alternative Investments, Hedge Funds, Risk Management, Investment Strategies, Asset Managment, Fixed Income, Global Macro, Portfolio Management
Education
University of Chicago 1978 — 1980
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1973 — 1977
Communications
Manning & Napier May 2014 - Present
2100 Xenon Group July 2008 - May 2014
2100 Capital Group July 2007 - July 2008
Xenon Capital Management May 2001 - July 2007
Skills
Analytical Skills, Written & Oral..., Management, Trading, Alternative Investments, Hedge Funds, Risk Management, Investment Strategies, Asset Managment, Fixed Income, Global Macro, Portfolio Management
Education
University of Chicago 1978 — 1980
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1973 — 1977
Communications
Jeremy Allen, CFA's Manning & Napier Experience November 2014 - Present
Job Senior Associate at Manning & Napier
Industry Financial Services
Experience
Manning & Napier November 2014 - Present
PIMCO 2013 - 2013
PineBridge Investments June 2005 - July 2012
Sturza's Institutional Research 2003 - 2005
Skills
Financial Modeling, Private Equity, Equities, Hedge Funds
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Analytic Finance, Econometrics & Statistics, Economics
New York University - Leonard N. Stern School of Business 2001 — 2005
Manning & Napier November 2014 - Present
PIMCO 2013 - 2013
PineBridge Investments June 2005 - July 2012
Sturza's Institutional Research 2003 - 2005
Skills
Financial Modeling, Private Equity, Equities, Hedge Funds
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Analytic Finance, Econometrics & Statistics, Economics
New York University - Leonard N. Stern School of Business 2001 — 2005
Andrew Denysenko's Manning & Napier Experience January 2013 - Present
Job Programmer/Analyst Team Lead at Manning & Napier
Industry Telecommunications
Experience
Manning & Napier January 2013 - Present
Heartland Payment Systems (formerly LunchByte Systems) February 2011 - December 2012
Paychex November 2008 - February 2011
Current Communications April 2006 - November 2008
Xerox Corporation October 2005 - August 2006
Birds Eye Foods February 2005 - September 2005
CitiBank 2001 - February 2005
Click2learn, Inc 1998 - 2001
CIMple Integrations 1995 - 1998
Skills
Microsoft SQL Server, Requirements Analysis, Analysis, Enterprise Architecture, Software Development, .NET, Integration, XML, Team Leadership, Management, Databases, Distributed Systems, Visio, Java, TFS, Data Warehousing, SDLC, Project Management, Ant, Agile Methodologies, UML, Software Project...
Education
University of Rochester
M.S., Eletrical Engineering
Manning & Napier January 2013 - Present
Heartland Payment Systems (formerly LunchByte Systems) February 2011 - December 2012
Paychex November 2008 - February 2011
Current Communications April 2006 - November 2008
Xerox Corporation October 2005 - August 2006
Birds Eye Foods February 2005 - September 2005
CitiBank 2001 - February 2005
Click2learn, Inc 1998 - 2001
CIMple Integrations 1995 - 1998
Skills
Microsoft SQL Server, Requirements Analysis, Analysis, Enterprise Architecture, Software Development, .NET, Integration, XML, Team Leadership, Management, Databases, Distributed Systems, Visio, Java, TFS, Data Warehousing, SDLC, Project Management, Ant, Agile Methodologies, UML, Software Project...
Education
University of Rochester
M.S., Eletrical Engineering
Marc Cimon's Manning & Napier Experience August 2015 - Present
Job Fund Reporting Manager at Manning & Napier
Industry Financial Services
Experience
Manning & Napier August 2015 - Present
Fidelity Investments October 2013 - August 2015
Fidelity Investments September 2012 - October 2013
Fidelity Investments January 2011 - September 2012
Fidelity Investments May 2008 - January 2011
Fidelity Investments June 2007 - May 2008
Fidelity Investments January 2006 - June 2007
Fidelity Investments June 2004 - January 2006
Fidelity Investments February 2004 - June 2004
Skills
Accounting, Account Reconciliation, Process Improvement, Mutual Funds, Strategic Financial..., Variance Analysis, Auditing, General Ledger, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, Fund Accounting, Finance, Financial Planning, Financial Services, Financial Analysis, Investments, Securities, Bloomberg, Equities
Education
University of Massachusetts at Lowell 2005 — 2009
MBA, Business Administration and Management, General
University of Massachusetts at Lowell 1998 — 2002
BSBA, Finance / Management Information Systems
Dracut Senior High School 1994 — 1998
Manning & Napier August 2015 - Present
Fidelity Investments October 2013 - August 2015
Fidelity Investments September 2012 - October 2013
Fidelity Investments January 2011 - September 2012
Fidelity Investments May 2008 - January 2011
Fidelity Investments June 2007 - May 2008
Fidelity Investments January 2006 - June 2007
Fidelity Investments June 2004 - January 2006
Fidelity Investments February 2004 - June 2004
Skills
Accounting, Account Reconciliation, Process Improvement, Mutual Funds, Strategic Financial..., Variance Analysis, Auditing, General Ledger, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, Fund Accounting, Finance, Financial Planning, Financial Services, Financial Analysis, Investments, Securities, Bloomberg, Equities
Education
University of Massachusetts at Lowell 2005 — 2009
MBA, Business Administration and Management, General
University of Massachusetts at Lowell 1998 — 2002
BSBA, Finance / Management Information Systems
Dracut Senior High School 1994 — 1998
Deanna Perry, CIMA®, AIF®'s Manning & Napier Experience March 2006 - Present
Job Vice President, Regional Consultant at Manning & Napier
Industry Investment Management
Experience
Manning & Napier March 2006 - Present
Rorer Asset Management July 2001 - June 2005
J.C. Bradford & Co., PaineWebber, UBS October 1994 - July 2001
Education
University of Evansville 1990 — 1994
Bachelor of Science in Business Administration, Finance
Manning & Napier March 2006 - Present
Rorer Asset Management July 2001 - June 2005
J.C. Bradford & Co., PaineWebber, UBS October 1994 - July 2001
Education
University of Evansville 1990 — 1994
Bachelor of Science in Business Administration, Finance
Sara Rachunok's Manning & Napier Experience March 2014 - Present
Job QA Analyst at Manning & Napier
Industry Information Technology and Services
Experience
Manning & Napier March 2014 - Present
IDI Billing Solutions January 2012 - March 2014
PAETEC September 2008 - January 2012
Skills
Telecommunications, SQL, Requirements Analysis, Scrum, Testing, Agile Methodologies, Test Automation, Quality Center, Software Quality..., JIRA, Quality Assurance, SDLC, Requirements Gathering, HP Quality Center, Integration
Education
University of New Haven 2004 — 2005
MA, Indrustrial and Organizational Psychology
University of Wisconsin-Milwaukee 2000 — 2002
BA, Psychology
Manning & Napier March 2014 - Present
IDI Billing Solutions January 2012 - March 2014
PAETEC September 2008 - January 2012
Skills
Telecommunications, SQL, Requirements Analysis, Scrum, Testing, Agile Methodologies, Test Automation, Quality Center, Software Quality..., JIRA, Quality Assurance, SDLC, Requirements Gathering, HP Quality Center, Integration
Education
University of New Haven 2004 — 2005
MA, Indrustrial and Organizational Psychology
University of Wisconsin-Milwaukee 2000 — 2002
BA, Psychology
James Slentz, CFA's Manning & Napier Experience January 2015 - Present
Job Junior Equity Analyst at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier January 2015 - Present
Manning & Napier Advisors August 2012 - December 2014
Manning & Napier Advisors July 2011 - July 2012
Manning & Napier Advisors September 2010 - June 2011
Skills
Equity Research, Financial Modeling, Bloomberg, Valuation, Data Analysis, Quantitative Analytics, Financial Analysis, Investments, Bloomberg Terminal, Statistics, Economics, Equities, Econometrics
Education
University of Rochester 2006 — 2010
BA, Financial Economics
Manning & Napier January 2015 - Present
Manning & Napier Advisors August 2012 - December 2014
Manning & Napier Advisors July 2011 - July 2012
Manning & Napier Advisors September 2010 - June 2011
Skills
Equity Research, Financial Modeling, Bloomberg, Valuation, Data Analysis, Quantitative Analytics, Financial Analysis, Investments, Bloomberg Terminal, Statistics, Economics, Equities, Econometrics
Education
University of Rochester 2006 — 2010
BA, Financial Economics
Jim Herbst's Manning & Napier Experience March 2000 - Present
Job Vice President/Client Consultant, Manning & Napier
Industry
Experience
Manning & Napier March 2000 - Present
Education
University of Minnesota-Twin Cities 1983 — 1987
Bachelor of Science (B.S.), Economics and Math
Manning & Napier March 2000 - Present
Education
University of Minnesota-Twin Cities 1983 — 1987
Bachelor of Science (B.S.), Economics and Math
Jennafer Bedard's Manning & Napier Experience August 2013 - April 2015
Job Marketing Associate at DiMeo Schneider & Associates, L.L.C.
Industry Marketing and Advertising
Experience
DiMeo Schneider & Associates, L.L.C. April 2015 - Present
Manning & Napier August 2013 - April 2015
Unum Insurance Group July 2010 - August 2013
Central DuPage Hospital December 2009 - July 2010
University of Illinois August 2009 - December 2009
University of Illinois Foundation March 2008 - December 2009
Central DuPage Hospital May 2009 - August 2009
American Cleaning and Restoration May 2009 - August 2009
Central DuPage Hospital May 2009 - August 2009
Skills
Market Research, Marketing, Fundraising, Internal Communications, Outlook, Spanish, Research, Event Planning, Social Media, Marketing Communications, PowerPoint
Education
University of Illinois at Urbana-Champaign 2006 — 2009
Bachelor of Arts, Communication
CEGRI International Center for Higher Education
Minor in Spanish, Spanish Language
DiMeo Schneider & Associates, L.L.C. April 2015 - Present
Manning & Napier August 2013 - April 2015
Unum Insurance Group July 2010 - August 2013
Central DuPage Hospital December 2009 - July 2010
University of Illinois August 2009 - December 2009
University of Illinois Foundation March 2008 - December 2009
Central DuPage Hospital May 2009 - August 2009
American Cleaning and Restoration May 2009 - August 2009
Central DuPage Hospital May 2009 - August 2009
Skills
Market Research, Marketing, Fundraising, Internal Communications, Outlook, Spanish, Research, Event Planning, Social Media, Marketing Communications, PowerPoint
Education
University of Illinois at Urbana-Champaign 2006 — 2009
Bachelor of Arts, Communication
CEGRI International Center for Higher Education
Minor in Spanish, Spanish Language
Maria Gorevski's Manning & Napier Experience August 2014 - Present
Job Project Manager at Manning & Napier
Industry Investment Management
Experience
Manning & Napier August 2014 - Present
Raymond James Financial Inc. September 2012 - December 2013
Danaher November 2011 - February 2012
Harris Corporation December 2010 - July 2011
Harris Corporation May 2009 - December 2010
Eastman Kodak May 2007 - August 2008
Moog May 2006 - August 2006
Education
University at Buffalo 2007 — 2009
MBA
University at Buffalo 2004 — 2008
Bachelor of Science, Electrical Engineering
Manning & Napier August 2014 - Present
Raymond James Financial Inc. September 2012 - December 2013
Danaher November 2011 - February 2012
Harris Corporation December 2010 - July 2011
Harris Corporation May 2009 - December 2010
Eastman Kodak May 2007 - August 2008
Moog May 2006 - August 2006
Education
University at Buffalo 2007 — 2009
MBA
University at Buffalo 2004 — 2008
Bachelor of Science, Electrical Engineering
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group