Manning & Napier Advisors
Industry: Investment management company
DescriptionHeadquarters: Fairport, NY Founded: 1970 Subsidiaries: Rainier Investment Management, LLC,
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Manning & Napier Advisors Employees
Employee
Years
Job
Industry
Eric Klinger Eric Klinger's Manning & Napier Advisors Experience September 2013 - July 2014
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
Molly Sarubbi Molly Sarubbi's Manning & Napier Advisors Experience February 2014 - August 2014
Job Doctoral Student and emerging professional in the field of Higher Education administration and scholarly research
Industry Higher Education
Experience
University of Denver September 2014 - Present
CSPA-NY Journal of Student Affairs June 2013 - Present
University of Denver August 2014 - Present
Community College of Aurora August 2014 - Present
Manning & Napier Advisors February 2014 - August 2014
University of Rochester August 2012 - March 2014
University of Rochester July 2012 - January 2014
University of Rochester May 2013 - August 2013
Nazareth College December 2012 - August 2013
YMCA June 2007 - June 2012
Skills
Training, Marketing, Budgets, Management, Fundraising, Grants, Event Planning, Outlook, Customer Service, Public Speaking, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Research, Student Affairs, Teaching, Higher Education, Community Outreach, Program Development, Nonprofits, Leadership, Student Development
Education
University of Denver
Doctor of Philosophy (PhD), Higher Education/Higher Education Administration
University of Rochester 2012 — 2014
Doctor of Philosophy (PhD), Higher Education/Higher Education Administration
University of Rochester 2010 — 2012
Masters, Higher Education Administration & Student Affairs, 4.0
Nazareth College 2001 — 2005
BA, Psychology
University of Denver September 2014 - Present
CSPA-NY Journal of Student Affairs June 2013 - Present
University of Denver August 2014 - Present
Community College of Aurora August 2014 - Present
Manning & Napier Advisors February 2014 - August 2014
University of Rochester August 2012 - March 2014
University of Rochester July 2012 - January 2014
University of Rochester May 2013 - August 2013
Nazareth College December 2012 - August 2013
YMCA June 2007 - June 2012
Skills
Training, Marketing, Budgets, Management, Fundraising, Grants, Event Planning, Outlook, Customer Service, Public Speaking, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Research, Student Affairs, Teaching, Higher Education, Community Outreach, Program Development, Nonprofits, Leadership, Student Development
Education
University of Denver
Doctor of Philosophy (PhD), Higher Education/Higher Education Administration
University of Rochester 2012 — 2014
Doctor of Philosophy (PhD), Higher Education/Higher Education Administration
University of Rochester 2010 — 2012
Masters, Higher Education Administration & Student Affairs, 4.0
Nazareth College 2001 — 2005
BA, Psychology
Brandy Shingary-Morris's Manning & Napier Advisors Experience July 2009 - Present
Job Client Services Coordinator at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors July 2009 - Present
Skills
Financial Reporting, Microsoft Office, Problem Solving, Series 6, Series 63, Chartered Retirement...
Education
Franklin University 2010 — 2013
Master of Business Administration (MBA), 3.82
Franklin University 2005 — 2008
Bachelor of Science (BS), Finance, General
Manning & Napier Advisors July 2009 - Present
Skills
Financial Reporting, Microsoft Office, Problem Solving, Series 6, Series 63, Chartered Retirement...
Education
Franklin University 2010 — 2013
Master of Business Administration (MBA), 3.82
Franklin University 2005 — 2008
Bachelor of Science (BS), Finance, General
Nicholas Pugliese Nicholas Pugliese's Manning & Napier Advisors Experience June 2011 - August 2011
Job Staff Writer at The Record
Industry Newspapers
Experience
The Record October 2014 - Present
Kings of the New City Documentary Film October 2013 - September 2014
Ferozi Football Club April 2013 - December 2013
Afghan Premier League (Moby Group) August 2013 - October 2013
Roshan Telecommunications September 2012 - April 2013
Roshan Telecommunications June 2012 - August 2012
Manning & Napier Advisors June 2011 - August 2011
Skills
Spanish, R, XHTML, Photoshop, Microsoft Excel, Team Leadership, Data Analysis, Social Media, Strategy, Teamwork, Microsoft Word, PowerPoint, Leadership, Emerging Markets, Project Management, Analysis, Strategic Planning, Business Strategy, Product Development, Market Research, Research
Education
Williams College 2008 — 2012
B.A., magna cum laude, Political Science (Concentration in International Relations), Philosophy
American University in Dubai
Certificate, Middle Eastern Studies
Institute for Central American Development Studies (San Jose, Costa Rica)
Spanish Language and Cultural Immersion Program
The Record October 2014 - Present
Kings of the New City Documentary Film October 2013 - September 2014
Ferozi Football Club April 2013 - December 2013
Afghan Premier League (Moby Group) August 2013 - October 2013
Roshan Telecommunications September 2012 - April 2013
Roshan Telecommunications June 2012 - August 2012
Manning & Napier Advisors June 2011 - August 2011
Skills
Spanish, R, XHTML, Photoshop, Microsoft Excel, Team Leadership, Data Analysis, Social Media, Strategy, Teamwork, Microsoft Word, PowerPoint, Leadership, Emerging Markets, Project Management, Analysis, Strategic Planning, Business Strategy, Product Development, Market Research, Research
Education
Williams College 2008 — 2012
B.A., magna cum laude, Political Science (Concentration in International Relations), Philosophy
American University in Dubai
Certificate, Middle Eastern Studies
Institute for Central American Development Studies (San Jose, Costa Rica)
Spanish Language and Cultural Immersion Program
Bill Starken Bill Starken's Manning & Napier Advisors Experience June 2000 - August 2004
Job Operations Director/Controller at CFC Technology Corporation
Industry Financial Services
Experience
CFC Technology Corporation January 2011 - Present
CFC Technology September 2004 - Present
Fernbrook Solutions, LLC September 2007 - September 2010
Manning & Napier Advisors June 2000 - August 2004
Skills
Accounting, Strategic Planning, Financial Analysis, Process Improvement, Project Management, Capital Budgeting, Operations Management, Financial Reporting, Financial Modeling, Financial Accounting, Strategic Financial..., Organizational..., Organizational Structure, Cross-functional Team..., Finance, Leadership, Management, Forecasting, Analysis, Strategy, Business Strategy, Risk Management
Education
University of Minnesota - Carlson School of Management 2011 — 2013
MBA
Florida State University 1996 — 2000
B.S, Accounting, Finance
University of Central Florida 1995 — 1996
Business
CFC Technology Corporation January 2011 - Present
CFC Technology September 2004 - Present
Fernbrook Solutions, LLC September 2007 - September 2010
Manning & Napier Advisors June 2000 - August 2004
Skills
Accounting, Strategic Planning, Financial Analysis, Process Improvement, Project Management, Capital Budgeting, Operations Management, Financial Reporting, Financial Modeling, Financial Accounting, Strategic Financial..., Organizational..., Organizational Structure, Cross-functional Team..., Finance, Leadership, Management, Forecasting, Analysis, Strategy, Business Strategy, Risk Management
Education
University of Minnesota - Carlson School of Management 2011 — 2013
MBA
Florida State University 1996 — 2000
B.S, Accounting, Finance
University of Central Florida 1995 — 1996
Business
Ben Rozin Ben Rozin's Manning & Napier Advisors Experience March 2005 - Present
Job Senior Analyst and Portfolio Manager at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors March 2005 - Present
Capital Forensics, Inc. June 2004 - March 2005
Skills
Portfolio Management, Investments, Asset Allocation, Economics, Investment Management, Equity Valuation, Financial Markets, Emerging Markets, Analysis, Quantitative Analytics, Finance, Bloomberg, Equities, Financial Analysis
Education
Maastricht University 2001 — 2004
MSc International Business, International Finance
Indiana University Bloomington 1998 — 2001
BSc, Business Economics and Public Policy, International Studies
Manning & Napier Advisors March 2005 - Present
Capital Forensics, Inc. June 2004 - March 2005
Skills
Portfolio Management, Investments, Asset Allocation, Economics, Investment Management, Equity Valuation, Financial Markets, Emerging Markets, Analysis, Quantitative Analytics, Finance, Bloomberg, Equities, Financial Analysis
Education
Maastricht University 2001 — 2004
MSc International Business, International Finance
Indiana University Bloomington 1998 — 2001
BSc, Business Economics and Public Policy, International Studies
Peter McFerrin Peter McFerrin's Manning & Napier Advisors Experience May 2002 - August 2002
Job Senior Demand Response Analyst at Southern California Edison (SCE)
Industry Utilities
Experience
Southern California Edison (SCE) May 2014 - Present
Pacific Gas and Electric Company May 2012 - March 2014
The Brookings Institution April 2011 - March 2012
Econometrica, Inc. January 2010 - April 2011
University of Southern California May 2006 - May 2009
University of Southern California March 2007 - May 2007
Manning & Napier Advisors May 2002 - August 2002
Cornell University August 2001 - May 2002
Skills
SAS, Linear Regression, Applied Econometrics, Policy Analysis, Economics, Policy, Qualitative Research, Quantitative Analytics, Forecasting, Research, Statistics, Econometrics, Data Analysis, Urban Planning, Quantitative Research, Demand Response, Energy Policy, Renewable Energy Policy, Electricity Markets
Education
University of Southern California 2005 — 2009
PhD, Policy Planning and Development
University of Southern California 2004 — 2005
M.A., Economics
University of Southern California 2009 — 2010
Certificate, Transportation Systems
Cornell University 1999 — 2003
B.A., Economics
Illinois Mathematics and Science Academy 1996 — 1999
Southern California Edison (SCE) May 2014 - Present
Pacific Gas and Electric Company May 2012 - March 2014
The Brookings Institution April 2011 - March 2012
Econometrica, Inc. January 2010 - April 2011
University of Southern California May 2006 - May 2009
University of Southern California March 2007 - May 2007
Manning & Napier Advisors May 2002 - August 2002
Cornell University August 2001 - May 2002
Skills
SAS, Linear Regression, Applied Econometrics, Policy Analysis, Economics, Policy, Qualitative Research, Quantitative Analytics, Forecasting, Research, Statistics, Econometrics, Data Analysis, Urban Planning, Quantitative Research, Demand Response, Energy Policy, Renewable Energy Policy, Electricity Markets
Education
University of Southern California 2005 — 2009
PhD, Policy Planning and Development
University of Southern California 2004 — 2005
M.A., Economics
University of Southern California 2009 — 2010
Certificate, Transportation Systems
Cornell University 1999 — 2003
B.A., Economics
Illinois Mathematics and Science Academy 1996 — 1999
Jeffrey McCormack, CFA Jeffrey McCormack, CFA's Manning & Napier Advisors Experience July 2013 - November 2014
Job Business Strategist | Investment Professional | Healthcare Analyst
Industry Information Technology and Services
Experience
IP.com November 2014 - Present
Manning & Napier Advisors July 2013 - November 2014
Manning & Napier Advisors January 2011 - June 2013
Manning & Napier Advisors October 2007 - December 2010
Manning & Napier Advisors July 2005 - September 2007
Manning & Napier Advisors December 2003 - June 2005
ING Investment Management January 2002 - December 2003
Furman Selz Asset Management September 2000 - December 2001
Education
Nazareth College of Rochester 1998 — 2000
Bachelor of Arts (BA), Mathematics
Niagara University 1996 — 1998
Mathematics
IP.com November 2014 - Present
Manning & Napier Advisors July 2013 - November 2014
Manning & Napier Advisors January 2011 - June 2013
Manning & Napier Advisors October 2007 - December 2010
Manning & Napier Advisors July 2005 - September 2007
Manning & Napier Advisors December 2003 - June 2005
ING Investment Management January 2002 - December 2003
Furman Selz Asset Management September 2000 - December 2001
Education
Nazareth College of Rochester 1998 — 2000
Bachelor of Arts (BA), Mathematics
Niagara University 1996 — 1998
Mathematics
Paul Richardson, CPA, CFA Paul Richardson, CPA, CFA's Manning & Napier Advisors Experience 2005 - 2007
Job Investment Management Professional
Industry Investment Management
Experience
CIBC Global Asset Management Inc. 2008 - November 2012
Howson Tattersall Investment Counsel 2007 - 2008
Manning & Napier Advisors 2005 - 2007
Legg Mason 1991 - 2005
Education
The University of Western Ontario - Richard Ivey School of Business
HBA, Business/Management
CIBC Global Asset Management Inc. 2008 - November 2012
Howson Tattersall Investment Counsel 2007 - 2008
Manning & Napier Advisors 2005 - 2007
Legg Mason 1991 - 2005
Education
The University of Western Ontario - Richard Ivey School of Business
HBA, Business/Management
Julie Napieralski's Manning & Napier Advisors Experience June 1999 - May 2000
Job
Industry Public Relations and Communications
Experience
Kent State University August 2013 - Present
Kent State University August 2011 - August 2013
Martino Flynn January 2004 - August 2013
Martino Flynn January 2004 - September 2010
Buck & Pulleyn, Inc. 2000 - 2004
Manning & Napier Advisors June 1999 - May 2000
Liggett Stashower 1998 - 1998
Skills
Crisis Management, Strategic Communications, Strategy, Press Releases, Public Relations, Leadership, Media Relations, Crisis Communications, Social Media, Marketing, Event Management, Corporate Communications, Marketing Communications, Social Media Marketing, Publicity, Internal Communications, Public Speaking, Speech Writing, Blogging, Strategic Planning
Education
Syracuse University - S.I. Newhouse School of Public Communications 2004 — 2007
MS, Communications Management
Kent State University 1995 — 1999
BS, Public Relations
Kent State University August 2013 - Present
Kent State University August 2011 - August 2013
Martino Flynn January 2004 - August 2013
Martino Flynn January 2004 - September 2010
Buck & Pulleyn, Inc. 2000 - 2004
Manning & Napier Advisors June 1999 - May 2000
Liggett Stashower 1998 - 1998
Skills
Crisis Management, Strategic Communications, Strategy, Press Releases, Public Relations, Leadership, Media Relations, Crisis Communications, Social Media, Marketing, Event Management, Corporate Communications, Marketing Communications, Social Media Marketing, Publicity, Internal Communications, Public Speaking, Speech Writing, Blogging, Strategic Planning
Education
Syracuse University - S.I. Newhouse School of Public Communications 2004 — 2007
MS, Communications Management
Kent State University 1995 — 1999
BS, Public Relations
Mitch Boucher Mitch Boucher's Manning & Napier Advisors Experience May 2013 - August 2014
Job Senior Analyst at Raider Hill Advisors
Industry Financial Services
Experience
Manning & Napier Advisors May 2013 - August 2014
Manning & Napier Advisors June 2012 - May 2013
KBW June 2011 - August 2011
FTI Consulting April 2011 - May 2011
Merrill Lynch May 2010 - August 2010
Cornhill Navigation May 2009 - August 2010
Colgate University September 2009 - May 2010
Skills
Equity Research, Investments, Financial Analysis, Economics, Financial Modeling, Valuation, Data Analysis, Equities, Statistics, Macroeconomics, Quantitative Analytics, Hedge Funds, Microsoft Word, Market Research, Analysis
Education
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Manning & Napier Advisors May 2013 - August 2014
Manning & Napier Advisors June 2012 - May 2013
KBW June 2011 - August 2011
FTI Consulting April 2011 - May 2011
Merrill Lynch May 2010 - August 2010
Cornhill Navigation May 2009 - August 2010
Colgate University September 2009 - May 2010
Skills
Equity Research, Investments, Financial Analysis, Economics, Financial Modeling, Valuation, Data Analysis, Equities, Statistics, Macroeconomics, Quantitative Analytics, Hedge Funds, Microsoft Word, Market Research, Analysis
Education
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Jay Welles, CFA Jay Welles, CFA's Manning & Napier Advisors Experience November 2004 - Present
Job Senior Equity Analyst & Portfolio Manager at Manning & Napier
Industry Investment Management
Experience
Manning & Napier Advisors November 2004 - Present
Manning & Napier Advisors March 2012 - Present
Manning & Napier Advisors October 2001 - October 2004
Manning & Napier Advisors June 2000 - September 2001
Skills
Equities, Asset Allocation, Investments, Equity Research, Portfolio Management, Bloomberg, Strategy, Investment Strategies, Investment Management, Mutual Funds, Alternative Investments, Hedge Funds, Technology, Equity Valuation, Stock Picking, Global Macro, Market Research, Financial Modeling, Valuation
Education
Alfred University 1996 — 2000
Bachelor of Science (BS), Business Administration, GPA of 3.7/4.0
Manning & Napier Advisors November 2004 - Present
Manning & Napier Advisors March 2012 - Present
Manning & Napier Advisors October 2001 - October 2004
Manning & Napier Advisors June 2000 - September 2001
Skills
Equities, Asset Allocation, Investments, Equity Research, Portfolio Management, Bloomberg, Strategy, Investment Strategies, Investment Management, Mutual Funds, Alternative Investments, Hedge Funds, Technology, Equity Valuation, Stock Picking, Global Macro, Market Research, Financial Modeling, Valuation
Education
Alfred University 1996 — 2000
Bachelor of Science (BS), Business Administration, GPA of 3.7/4.0
Eric Gamage Eric Gamage's Manning & Napier Advisors Experience March 2010 - September 2013
Job Energy and Investment Research
Industry Financial Services
Experience
Manning & Napier Advisors March 2010 - September 2013
Town of Concord MA 2008 - 2010
Pioneer Investments 2008 - 2009
The Princeton Review 2002 - 2008
Global Petroleum May 2002 - October 2002
Education
Brown University 2004 — 2006
M.A.
University of Massachusetts Lowell 2002 — 2003
Certification
Vassar College 1996 — 2000
B.A.
Manning & Napier Advisors March 2010 - September 2013
Town of Concord MA 2008 - 2010
Pioneer Investments 2008 - 2009
The Princeton Review 2002 - 2008
Global Petroleum May 2002 - October 2002
Education
Brown University 2004 — 2006
M.A.
University of Massachusetts Lowell 2002 — 2003
Certification
Vassar College 1996 — 2000
B.A.
Monica Brunson, MBA Monica Brunson, MBA's Manning & Napier Advisors Experience April 1998 - November 2003
Job President at MOMS Club of Roswell East, GA
Industry Accounting
Experience
MOMS Club of Roswell - East, GA July 2012 - June 2013
MOMS Club Roswell East July 2011 - June 2012
Excellus BCBS November 2006 - May 2009
ViaHealth January 2005 - March 2006
The Health Association November 2003 - December 2004
Manning & Napier Advisors April 1998 - November 2003
The Doyle Group August 1994 - April 1998
Skills
Financial Reporting, General Ledger, Accounting, Auditing, Account Reconciliation, Journal Entries, Fixed Assets, Tax Preparation, Financial Analysis, Internal Controls, Accounts Payable, Payroll, Balance, ISO 9000, Ultipro, Accpac, Cognos, FileMaker Pro, Lotus 123, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Medaille College 2003 — 2005
Master of Business Administration (MBA), Finance, General
Roberts Wesleyan College 1992 — 1994
Bachelor's degree, Businss
Central Christian College of Kansas 1990 — 1992
Associate of Arts and Sciences (AAS), Accounting
MOMS Club of Roswell - East, GA July 2012 - June 2013
MOMS Club Roswell East July 2011 - June 2012
Excellus BCBS November 2006 - May 2009
ViaHealth January 2005 - March 2006
The Health Association November 2003 - December 2004
Manning & Napier Advisors April 1998 - November 2003
The Doyle Group August 1994 - April 1998
Skills
Financial Reporting, General Ledger, Accounting, Auditing, Account Reconciliation, Journal Entries, Fixed Assets, Tax Preparation, Financial Analysis, Internal Controls, Accounts Payable, Payroll, Balance, ISO 9000, Ultipro, Accpac, Cognos, FileMaker Pro, Lotus 123, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Medaille College 2003 — 2005
Master of Business Administration (MBA), Finance, General
Roberts Wesleyan College 1992 — 1994
Bachelor's degree, Businss
Central Christian College of Kansas 1990 — 1992
Associate of Arts and Sciences (AAS), Accounting
Julie Nye's Manning & Napier Advisors Experience March 2013 - Present
Job Vice President, Regional Director at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors March 2013 - Present
Stone Flower Foundation June 2011 - Present
Davis Advisors 2000 - 2012
Delaware Investments, a member of the Macquarie Group 1996 - 2000
Voyageur Asset Management 1993 - 1996
Fortis Financial Group 1990 - 1993
RBC Wealth Management, Minneapois, MN 1987 - 1990
Education
Drake University 1981 — 1985
Bachelor of Arts (B.A.), Economics, German
Manning & Napier Advisors March 2013 - Present
Stone Flower Foundation June 2011 - Present
Davis Advisors 2000 - 2012
Delaware Investments, a member of the Macquarie Group 1996 - 2000
Voyageur Asset Management 1993 - 1996
Fortis Financial Group 1990 - 1993
RBC Wealth Management, Minneapois, MN 1987 - 1990
Education
Drake University 1981 — 1985
Bachelor of Arts (B.A.), Economics, German
Katie McKee Katie McKee's Manning & Napier Advisors Experience December 2012 - Present
Job Manning & Napier Advisors
Industry Accounting
Experience
Manning & Napier Advisors December 2012 - Present
Windstream (formerly PAETEC) August 2011 - October 2012
PAETEC April 2010 - August 2011
PAETEC January 2008 - April 2010
Skills
Accounts Payable, Microsoft Excel, Microsoft Word, Data Entry, Account Reconciliation, Accounting, Financial Reporting, General Ledger, Telecommunications
Education
Monroe Community College
Associate of Science (AS)
Manning & Napier Advisors December 2012 - Present
Windstream (formerly PAETEC) August 2011 - October 2012
PAETEC April 2010 - August 2011
PAETEC January 2008 - April 2010
Skills
Accounts Payable, Microsoft Excel, Microsoft Word, Data Entry, Account Reconciliation, Accounting, Financial Reporting, General Ledger, Telecommunications
Education
Monroe Community College
Associate of Science (AS)
Emily Thon Emily Thon's Manning & Napier Advisors Experience October 2012 - September 2013
Job Information Analyst II at University of Rochester Medical Center
Industry Higher Education
Experience
University of Rochester Medical Center May 2015 - Present
University of Rochester Medical Center October 2013 - April 2015
Manning & Napier Advisors October 2012 - September 2013
Manning & Napier Advisors June 2012 - October 2012
Skills
Customer Service, Management, Public Speaking, Writing, Social Networking, Tutoring, Research, Social Media, Editing, Marketing, Microsoft Office, HTML, CSS, Series 7, Series 63
Education
Binghamton University 2008 — 2012
BA, English and Psychology, Summa Cum Laude
Semester-in-London Program
University of Rochester Medical Center May 2015 - Present
University of Rochester Medical Center October 2013 - April 2015
Manning & Napier Advisors October 2012 - September 2013
Manning & Napier Advisors June 2012 - October 2012
Skills
Customer Service, Management, Public Speaking, Writing, Social Networking, Tutoring, Research, Social Media, Editing, Marketing, Microsoft Office, HTML, CSS, Series 7, Series 63
Education
Binghamton University 2008 — 2012
BA, English and Psychology, Summa Cum Laude
Semester-in-London Program
Melissa Wyble Melissa Wyble's Manning & Napier Advisors Experience August 2008 - September 2009
Job Institutional Client Group at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2013 - Present
Lord Abbett November 2011 - May 2013
Lord Abbett October 2011 - November 2011
Lord Abbett December 2009 - October 2011
Manning & Napier Advisors August 2008 - September 2009
Skills
Series 7
Education
Binghamton University - School of Management 2004 — 2008
B.S, Finance, Marketing
Neuberger Berman May 2013 - Present
Lord Abbett November 2011 - May 2013
Lord Abbett October 2011 - November 2011
Lord Abbett December 2009 - October 2011
Manning & Napier Advisors August 2008 - September 2009
Skills
Series 7
Education
Binghamton University - School of Management 2004 — 2008
B.S, Finance, Marketing
Brittany McFee Brittany McFee's Manning & Napier Advisors Experience October 2011 - September 2014
Job Marketing Coordinator at LaBella Associates, D.P.C.
Industry Marketing and Advertising
Experience
LaBella Associates, D.P.C. September 2014 - Present
Manning & Napier Advisors October 2011 - September 2014
IHI January 2010 - June 2010
State Street Global Advisors January 2008 - June 2009
O'Malley August 2005 - August 2006
Skills
Microsoft Excel, Event Planning, PowerPoint, Microsoft Office
Education
Northeastern University 2006 — 2011
Bachelor of Science (B.S.), Marketing and Finance
American University of Rome
Global Marketing, Italian, International Relations
The Chinese University of Hong Kong
International Finance, Psychology
LaBella Associates, D.P.C. September 2014 - Present
Manning & Napier Advisors October 2011 - September 2014
IHI January 2010 - June 2010
State Street Global Advisors January 2008 - June 2009
O'Malley August 2005 - August 2006
Skills
Microsoft Excel, Event Planning, PowerPoint, Microsoft Office
Education
Northeastern University 2006 — 2011
Bachelor of Science (B.S.), Marketing and Finance
American University of Rome
Global Marketing, Italian, International Relations
The Chinese University of Hong Kong
International Finance, Psychology
Edward DeHollander - In Transition Edward DeHollander - In Transition's Manning & Napier Advisors Experience March 1989 - October 1990
Job Looking for Creative environment to support with Administrative Clerical skills.
Industry Consumer Services
Experience
Rochester Regional Health July 2015 - September 2015
American Red Cross October 1993 - June 2014
R. Shanly Associates May 1991 - February 1992
Manning & Napier Advisors March 1989 - October 1990
Skills
Nonprofits, Newsletters, Marketing, Administrative..., Customer Service, Research, Sales, Fundraising, Event Planning, Outlook, Community Outreach, Microsoft Word, Program Development, PowerPoint, Microsoft Office, Training, Public Speaking, Social Networking, Records Management, Policy, Supervisory Skills, Administrative...
Education
Monroe Community College
Associates, Liberal Arts
Urban League of Rochester 1987 — 1987
Office Supervision/Management
American Technical Institute, Rochester, NY 1986 — 1987
Word Processing Specialist
Rochester Regional Health July 2015 - September 2015
American Red Cross October 1993 - June 2014
R. Shanly Associates May 1991 - February 1992
Manning & Napier Advisors March 1989 - October 1990
Skills
Nonprofits, Newsletters, Marketing, Administrative..., Customer Service, Research, Sales, Fundraising, Event Planning, Outlook, Community Outreach, Microsoft Word, Program Development, PowerPoint, Microsoft Office, Training, Public Speaking, Social Networking, Records Management, Policy, Supervisory Skills, Administrative...
Education
Monroe Community College
Associates, Liberal Arts
Urban League of Rochester 1987 — 1987
Office Supervision/Management
American Technical Institute, Rochester, NY 1986 — 1987
Word Processing Specialist
Hayley Pingree's Manning & Napier Advisors Experience April 2013 - July 2013
Job Instructor at Prana Yoga
Industry Public Relations and Communications
Experience
Prana Yoga August 2015 - Present
Dixon Schwabl Advertising August 2013 - August 2015
Manning & Napier Advisors April 2013 - July 2013
Design Dazzle September 2012 - January 2013
Nebo School District April 2012 - July 2012
McKay School of Education Public Relations June 2011 - April 2012
Woods Oviatt Gilman LLP June 2010 - July 2010
Skills
Press Releases, Blogging, Event Planning, Editing, Social Media, Facebook, Creative Writing, Adobe Creative Suite, InDesign, Event Management, Newsletters, Ap Style, Microsoft Office, Public Speaking, News Writing, Cision
Education
Brigham Young University 2009 — 2013
Bachelor of Arts (B.A.), Communications
Prana Yoga August 2015 - Present
Dixon Schwabl Advertising August 2013 - August 2015
Manning & Napier Advisors April 2013 - July 2013
Design Dazzle September 2012 - January 2013
Nebo School District April 2012 - July 2012
McKay School of Education Public Relations June 2011 - April 2012
Woods Oviatt Gilman LLP June 2010 - July 2010
Skills
Press Releases, Blogging, Event Planning, Editing, Social Media, Facebook, Creative Writing, Adobe Creative Suite, InDesign, Event Management, Newsletters, Ap Style, Microsoft Office, Public Speaking, News Writing, Cision
Education
Brigham Young University 2009 — 2013
Bachelor of Arts (B.A.), Communications
Tulkin Niyazov Tulkin Niyazov's Manning & Napier Advisors Experience October 2014 - May 2015
Job Senior Research Associate at Citi
Industry Investment Management
Experience
Citi June 2015 - Present
Manning & Napier Advisors October 2014 - May 2015
Manning & Napier Advisors June 2013 - October 2014
Luxury Motors of Rochester, LLC December 2012 - January 2013
Association for Student Activity Programming August 2011 - May 2012
Colorado State University August 2011 - May 2012
Lubick Foundation January 2011 - May 2011
Pro Trans Inc. February 2007 - December 2009
Skills
Research, Financial Modeling, Risk Management, Capital Markets, Portfolio Performance..., Portfolio Management, Data Analysis, Financial Analysis, Statistics, Quantitative Analytics, Investments, Bloomberg Terminal, Microsoft Excel, VBA, Market Research, Derivatives, Strategy, Investment Banking
Education
University of Rochester - Simon Business School 2012 — 2013
Master of Science (M.S.), Finance
Colorado State University 2010 — 2012
Bachelor of Science (BS), Business Administration/Finance
Loretto Heights University 2006 — 2007
Bachelor of Arts (B.A.), International Business
Citi June 2015 - Present
Manning & Napier Advisors October 2014 - May 2015
Manning & Napier Advisors June 2013 - October 2014
Luxury Motors of Rochester, LLC December 2012 - January 2013
Association for Student Activity Programming August 2011 - May 2012
Colorado State University August 2011 - May 2012
Lubick Foundation January 2011 - May 2011
Pro Trans Inc. February 2007 - December 2009
Skills
Research, Financial Modeling, Risk Management, Capital Markets, Portfolio Performance..., Portfolio Management, Data Analysis, Financial Analysis, Statistics, Quantitative Analytics, Investments, Bloomberg Terminal, Microsoft Excel, VBA, Market Research, Derivatives, Strategy, Investment Banking
Education
University of Rochester - Simon Business School 2012 — 2013
Master of Science (M.S.), Finance
Colorado State University 2010 — 2012
Bachelor of Science (BS), Business Administration/Finance
Loretto Heights University 2006 — 2007
Bachelor of Arts (B.A.), International Business
Stephen Fauer, CFA Stephen Fauer, CFA's Manning & Napier Advisors Experience 2000 - 2003
Job Chief Investment Officer at Pinnacle Capital Management, LLC
Industry Investment Management
Experience
Pinnacle Capital Management, LLC 2006 - Present
J.W. Burns & Company 2004 - 2006
Coddington Grove Associates, LLC 2003 - 2004
Manning & Napier Advisors 2000 - 2003
Alrin Corp. 1994 - 2000
Manning & Napier Advisors 1993 - 1994
Manning & Napier Advisors 1984 - 1993
J&W Seligman 1981 - 1984
Skills
Equities, Portfolio Management, Asset Managment, Investment Management, Investments, Valuation, Asset Allocation, Fixed Income, Investment Strategies, Equity Research, Fund Of Funds, Institutional Investors, Hedge Funds, Mutual Funds, RFP Generation, Investment Policy..., Investment Policy..., Pricing, Pricing Strategy, New Product..., New Product Roll Out, Marketing Communications, Marketing Strategy
Education
New York University - Leonard N. Stern School of Business 1981 — 1984
M.B.A., Finance
Michigan State University 1976 — 1981
B.S., Systems Science
Pinnacle Capital Management, LLC 2006 - Present
J.W. Burns & Company 2004 - 2006
Coddington Grove Associates, LLC 2003 - 2004
Manning & Napier Advisors 2000 - 2003
Alrin Corp. 1994 - 2000
Manning & Napier Advisors 1993 - 1994
Manning & Napier Advisors 1984 - 1993
J&W Seligman 1981 - 1984
Skills
Equities, Portfolio Management, Asset Managment, Investment Management, Investments, Valuation, Asset Allocation, Fixed Income, Investment Strategies, Equity Research, Fund Of Funds, Institutional Investors, Hedge Funds, Mutual Funds, RFP Generation, Investment Policy..., Investment Policy..., Pricing, Pricing Strategy, New Product..., New Product Roll Out, Marketing Communications, Marketing Strategy
Education
New York University - Leonard N. Stern School of Business 1981 — 1984
M.B.A., Finance
Michigan State University 1976 — 1981
B.S., Systems Science
Matthew Case Matthew Case's Manning & Napier Advisors Experience June 2010 - April 2012
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
TIAA-CREF January 2014 - September 2015
Par 4 Advertising April 2007 - December 2014
J.P. Morgan Chase Bank NA May 2012 - December 2013
Manning & Napier Advisors June 2010 - April 2012
Merrill Lynch January 2009 - August 2009
Skills
Wealth Management, Entrepreneurship, Retirement Planning, Asset Allocation, Personal Financial..., Estate Planning, Investments, Advertising, Financial Analysis, Series 7, Mutual Funds
Education
Nazareth College of Rochester 2006 — 2010
BS, Business Administration ; Economics ; Minor Finance
Baldwinsville
TIAA-CREF September 2015 - Present
TIAA-CREF January 2014 - September 2015
Par 4 Advertising April 2007 - December 2014
J.P. Morgan Chase Bank NA May 2012 - December 2013
Manning & Napier Advisors June 2010 - April 2012
Merrill Lynch January 2009 - August 2009
Skills
Wealth Management, Entrepreneurship, Retirement Planning, Asset Allocation, Personal Financial..., Estate Planning, Investments, Advertising, Financial Analysis, Series 7, Mutual Funds
Education
Nazareth College of Rochester 2006 — 2010
BS, Business Administration ; Economics ; Minor Finance
Baldwinsville
Rebecca Pokora Rebecca Pokora's Manning & Napier Advisors Experience May 2007 - April 2010
Job Freelance Writer and Travel Consultant
Industry Writing and Editing
Experience
CopyPress February 2015 - Present
Book Your Award January 2015 - Present
The Girl and Globe September 2013 - Present
Altinerary LLC June 2014 - May 2015
Genworth Financial November 2010 - April 2014
Manning & Napier Advisors May 2007 - April 2010
Capital Blue Cross January 2007 - May 2007
Arch Insurance Group May 2006 - August 2006
Skills
Financial Modeling, Analysis, Data Analysis, Quantitative Analytics, Microsoft Excel, Investments, Financial Analysis, Financial Reporting, Forecasting, Access, Research, Large-scale Data..., Time Series Analysis, Factor Analysis, Performance Attribution, Spreadsheets, Microsoft Office 2007, Modeling, Statistics, Market Research, Econometrics, Data Collection, Data Mining, Regression Testing, Trend Analysis, Microsoft Office, Trend Forecasting, Risk Management, FactSet, Blogging, Travel Blogging, Travel Planning, Travel Writing, Leisure Travel, WordPress, Content Management, Affiliate Marketing, Analytics
Education
Elizabethtown College 2004 — 2007
B.S., Mathematics, Business Administration, 3.66
CopyPress February 2015 - Present
Book Your Award January 2015 - Present
The Girl and Globe September 2013 - Present
Altinerary LLC June 2014 - May 2015
Genworth Financial November 2010 - April 2014
Manning & Napier Advisors May 2007 - April 2010
Capital Blue Cross January 2007 - May 2007
Arch Insurance Group May 2006 - August 2006
Skills
Financial Modeling, Analysis, Data Analysis, Quantitative Analytics, Microsoft Excel, Investments, Financial Analysis, Financial Reporting, Forecasting, Access, Research, Large-scale Data..., Time Series Analysis, Factor Analysis, Performance Attribution, Spreadsheets, Microsoft Office 2007, Modeling, Statistics, Market Research, Econometrics, Data Collection, Data Mining, Regression Testing, Trend Analysis, Microsoft Office, Trend Forecasting, Risk Management, FactSet, Blogging, Travel Blogging, Travel Planning, Travel Writing, Leisure Travel, WordPress, Content Management, Affiliate Marketing, Analytics
Education
Elizabethtown College 2004 — 2007
B.S., Mathematics, Business Administration, 3.66
Ann Marie Mahoney's Manning & Napier Advisors Experience
Job Administrative Assistant at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors
Skills
Customer Service, Microsoft Excel, Microsoft Office, Time Management, Social Media, PowerPoint, Microsoft Word
Education
Roberts Wesleyan College 2012 — 2014
Bachelor's degree, Organizational Management
Monroe Community College
Manning & Napier Advisors
Skills
Customer Service, Microsoft Excel, Microsoft Office, Time Management, Social Media, PowerPoint, Microsoft Word
Education
Roberts Wesleyan College 2012 — 2014
Bachelor's degree, Organizational Management
Monroe Community College
Amy Floeser Amy Floeser's Manning & Napier Advisors Experience November 2010 - August 2012
Job HR Associate at Youngs Market Company
Industry Human Resources
Experience
Youngs Market Company July 2014 - Present
Northeast Utilities (CL&P, NSTAR, PSNH, WMECO,Yankee Gas) February 2014 - June 2014
Young's Market Company October 2012 - August 2013
Manning & Napier Advisors November 2010 - August 2012
Paychex August 2008 - November 2010
Paychex June 2010 - September 2010
Paychex May 2008 - August 2008
Nazareth College of Rochester October 2006 - August 2008
Skills
Benefits Administration, ADP Payroll, Human Resources, FMLA, PowerPoint, Microsoft Excel, Workers Compensation, Outlook, Customer Service, Microsoft Word, Workshop Facilitation, Editing, Oracle, EDRMS, Employee Benefits, Event Planning, Leadership Development, Access, Time Management, Deferred Compensation, Auditing, Payroll, Employee Relations, Hiring, Training, Job Fairs, Analysis, College Recruiting, New Hire Orientations, Personnel Management
Education
Nazareth College 2006 — 2010
B.A., Business Administration, Specialization in Human Resource Management
Youngs Market Company July 2014 - Present
Northeast Utilities (CL&P, NSTAR, PSNH, WMECO,Yankee Gas) February 2014 - June 2014
Young's Market Company October 2012 - August 2013
Manning & Napier Advisors November 2010 - August 2012
Paychex August 2008 - November 2010
Paychex June 2010 - September 2010
Paychex May 2008 - August 2008
Nazareth College of Rochester October 2006 - August 2008
Skills
Benefits Administration, ADP Payroll, Human Resources, FMLA, PowerPoint, Microsoft Excel, Workers Compensation, Outlook, Customer Service, Microsoft Word, Workshop Facilitation, Editing, Oracle, EDRMS, Employee Benefits, Event Planning, Leadership Development, Access, Time Management, Deferred Compensation, Auditing, Payroll, Employee Relations, Hiring, Training, Job Fairs, Analysis, College Recruiting, New Hire Orientations, Personnel Management
Education
Nazareth College 2006 — 2010
B.A., Business Administration, Specialization in Human Resource Management
Colleen Weinmann Colleen Weinmann's Manning & Napier Advisors Experience January 2014 - August 2014
Job Audit Intern at Deloitte
Industry Accounting
Experience
Deloitte May 2015 - Present
Sigma Kappa Sorority December 2013 - December 2014
Manning & Napier Advisors January 2014 - August 2014
SUNY Geneseo April 2013 - January 2014
Broadstone Real Estate, LLC May 2013 - August 2013
Oak Hill Country Club May 2010 - July 2013
The Pittsford Pub February 2011 - January 2012
Skills
Tenacious Work Ethic, Organization, Financial and..., Business Communications, Critical Thinking, First Aid, Team-oriented, Finance, Teamwork, Volunteering, Accounting, Analytical Skills, Social Media, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Event Planning
Education
St. John Fisher College 2015 — 2016
Master of Business Administration (M.B.A.)
State University of New York (SUNY) at Geneseo 2011 — 2015
Accounting
Monroe Community College
Accounting
Deloitte May 2015 - Present
Sigma Kappa Sorority December 2013 - December 2014
Manning & Napier Advisors January 2014 - August 2014
SUNY Geneseo April 2013 - January 2014
Broadstone Real Estate, LLC May 2013 - August 2013
Oak Hill Country Club May 2010 - July 2013
The Pittsford Pub February 2011 - January 2012
Skills
Tenacious Work Ethic, Organization, Financial and..., Business Communications, Critical Thinking, First Aid, Team-oriented, Finance, Teamwork, Volunteering, Accounting, Analytical Skills, Social Media, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Event Planning
Education
St. John Fisher College 2015 — 2016
Master of Business Administration (M.B.A.)
State University of New York (SUNY) at Geneseo 2011 — 2015
Accounting
Monroe Community College
Accounting
Michael Heidemann's Manning & Napier Advisors Experience October 2008 - October 2010
Job Medical R&D Software Validation Test Lead at Welch Allyn
Industry Information Technology and Services
Experience
Welch Allyn (Modis) February 2011 - Present
Manning & Napier Advisors October 2008 - October 2010
Xerox Global Services (Mindex Technologies) March 2008 - September 2008
Current Communications September 2004 - February 2008
Skills
.NET, VB.NET, VBScript, VBA, Test Automation, Microsoft Office 2010, Microsoft Test Manager, SQL Server 2000-2008, TFS, JavaScript, WPF, WCF, C#, Powershell, ASP.NET, Software Quality..., SharePoint, PHP, Ruby, Python, Silverlight, XML, VMware, Access, AutoIt, Perl, Visual Basic, TestComplete, SoapUI, BIDS, Informix, Citrix, Crystal Reports, MySQL, DB2/SQL, Oracle 9iAS, HTML + CSS, Unix Shell Scripting, SAP R/3, Websphere, AIX, MSBuild, Web Application Security, Software Development..., SaaS, Database Administration, Network Administration, Test Management, Technical Writing, Software Project...
Education
Rochester Institute of Technology 2003 — 2006
Bachelors Degree, Management Information Systems
Finger Lakes Community College 2001 — 2003
Associates Degree, Business Administration
Welch Allyn (Modis) February 2011 - Present
Manning & Napier Advisors October 2008 - October 2010
Xerox Global Services (Mindex Technologies) March 2008 - September 2008
Current Communications September 2004 - February 2008
Skills
.NET, VB.NET, VBScript, VBA, Test Automation, Microsoft Office 2010, Microsoft Test Manager, SQL Server 2000-2008, TFS, JavaScript, WPF, WCF, C#, Powershell, ASP.NET, Software Quality..., SharePoint, PHP, Ruby, Python, Silverlight, XML, VMware, Access, AutoIt, Perl, Visual Basic, TestComplete, SoapUI, BIDS, Informix, Citrix, Crystal Reports, MySQL, DB2/SQL, Oracle 9iAS, HTML + CSS, Unix Shell Scripting, SAP R/3, Websphere, AIX, MSBuild, Web Application Security, Software Development..., SaaS, Database Administration, Network Administration, Test Management, Technical Writing, Software Project...
Education
Rochester Institute of Technology 2003 — 2006
Bachelors Degree, Management Information Systems
Finger Lakes Community College 2001 — 2003
Associates Degree, Business Administration
Jennifer Zmaczynski Jennifer Zmaczynski's Manning & Napier Advisors Experience March 2011 - Present
Job Manning & Napier Advisors, LLC
Industry Financial Services
Experience
Manning & Napier Advisors March 2011 - Present
Education
Le Moyne College
BS, Business Administration, Finance
Liverpool High School
Diploma
Manning & Napier Advisors March 2011 - Present
Education
Le Moyne College
BS, Business Administration, Finance
Liverpool High School
Diploma
Christopher Toia's Manning & Napier Advisors Experience October 2000 - August 2002
Job Director of Marketing at Entersolar
Industry Renewables & Environment
Experience
Self March 2012 - Present
Entersolar November 2010 - November 2011
Northwestern Mutual and Madison Wealth Managers 2008 - 2009
Goldman Sachs/Ayco 2007 - 2008
Manning & Napier Advisors October 2000 - August 2002
Credit Suisse September 1998 - October 2000
Credit Suisse September 1998 - October 2000
Dreyfus May 1994 - September 1998
Education
Lesley University 1990 — 1994
Bach. of Science, Audubon Expedition Institute
Self March 2012 - Present
Entersolar November 2010 - November 2011
Northwestern Mutual and Madison Wealth Managers 2008 - 2009
Goldman Sachs/Ayco 2007 - 2008
Manning & Napier Advisors October 2000 - August 2002
Credit Suisse September 1998 - October 2000
Credit Suisse September 1998 - October 2000
Dreyfus May 1994 - September 1998
Education
Lesley University 1990 — 1994
Bach. of Science, Audubon Expedition Institute
Christina Mancini, CFRE Christina Mancini, CFRE's Manning & Napier Advisors Experience 1994 - 1995
Job Director, Alumni Relations & Development at Aquinas Institute of Rochester
Industry Fund-Raising
Experience
Aquinas Institute of Rochester 2005 - Present
Rochester Institute of Technology 1998 - Present
YMCA of Greater Rochester 2009 - August 2014
University of Rochester School of Medicine & Dentistry 2000 - 2005
Rochester Institute of Technology 1998 - 2000
Manning & Napier Advisors 1994 - 1995
Skills
Fundraising, Marketing Communications, Public Relations, Strategic Planning, Change Management, Editing, Program Management, Alumni Relations, Coaching, Grant Writing, Team Leadership, Corporate Communications, Social Networking, Volunteer Management, Research, PowerPoint, Strategic Communications, Community Outreach, Proposal Writing, Press Releases, Staff Development, Annual Giving, Management, Newsletters, Marketing Strategy, Nonprofits, Team Building, Marketing, Public Speaking, Teaching, Data Analysis, Event Planning, Program Development, Leadership, Higher Education, Organizational..., Social Media, Leadership Development, Planned Giving, Stewardship, Grants, Community Development, Media Relations, Philanthropy, Board Development, Event Management, Prospect Research, Time Management, Facebook, Volunteering
Education
Syracuse University 1996 — 1997
MA, Public Relations
Le Moyne College 1990 — 1994
BA, French
Aquinas Institute of Rochester 1986 — 1990
Aquinas Institute of Rochester 2005 - Present
Rochester Institute of Technology 1998 - Present
YMCA of Greater Rochester 2009 - August 2014
University of Rochester School of Medicine & Dentistry 2000 - 2005
Rochester Institute of Technology 1998 - 2000
Manning & Napier Advisors 1994 - 1995
Skills
Fundraising, Marketing Communications, Public Relations, Strategic Planning, Change Management, Editing, Program Management, Alumni Relations, Coaching, Grant Writing, Team Leadership, Corporate Communications, Social Networking, Volunteer Management, Research, PowerPoint, Strategic Communications, Community Outreach, Proposal Writing, Press Releases, Staff Development, Annual Giving, Management, Newsletters, Marketing Strategy, Nonprofits, Team Building, Marketing, Public Speaking, Teaching, Data Analysis, Event Planning, Program Development, Leadership, Higher Education, Organizational..., Social Media, Leadership Development, Planned Giving, Stewardship, Grants, Community Development, Media Relations, Philanthropy, Board Development, Event Management, Prospect Research, Time Management, Facebook, Volunteering
Education
Syracuse University 1996 — 1997
MA, Public Relations
Le Moyne College 1990 — 1994
BA, French
Aquinas Institute of Rochester 1986 — 1990
Jon Lazenby Jon Lazenby's Manning & Napier Advisors Experience October 1993 - November 1997
Job Partner at Kaman Berlove Marafioti Jacobstein & Goldman, LLP
Industry Law Practice
Experience
Kaman Berlove Marafioti Jacobstein & Goldman, LLP July 2013 - Present
Fix Spindelman Brovitz & Goldman April 2012 - June 2013
Lazenby Law Office, PLLC March 2010 - April 2012
Harter Secrest & Emery LLP May 2005 - February 2010
Literacy Volunteers of Rochester 2003 - 2009
Underberg & Kessler LLP May 2000 - May 2005
Trustco Bank November 1997 - August 1999
Manning & Napier Advisors October 1993 - November 1997
Skills
Corporate Governance, LLC, Due Diligence, Corporate Law, Tax Law, New Venture Creation, Not-for-profit, Business Acquisition
Education
State University of New York at Buffalo - Law School 1999 — 2002
JD
Franklin & Marshall College 1989 — 1993
BA, Economics, German
Kaman Berlove Marafioti Jacobstein & Goldman, LLP July 2013 - Present
Fix Spindelman Brovitz & Goldman April 2012 - June 2013
Lazenby Law Office, PLLC March 2010 - April 2012
Harter Secrest & Emery LLP May 2005 - February 2010
Literacy Volunteers of Rochester 2003 - 2009
Underberg & Kessler LLP May 2000 - May 2005
Trustco Bank November 1997 - August 1999
Manning & Napier Advisors October 1993 - November 1997
Skills
Corporate Governance, LLC, Due Diligence, Corporate Law, Tax Law, New Venture Creation, Not-for-profit, Business Acquisition
Education
State University of New York at Buffalo - Law School 1999 — 2002
JD
Franklin & Marshall College 1989 — 1993
BA, Economics, German
Iosif Gershteyn's Manning & Napier Advisors Experience 2010 - 2011
Job Alternative Investments & Strategy
Industry Financial Services
Experience
Image Capital Management 2011 - Present
ICM 2011 - 2013
Manning & Napier Advisors 2010 - 2011
Manning & Napier Advisors 2009 - 2010
Brandeis University 2009 - 2009
Skills
Portfolio Management, Equities, Investments, Mergers & Acquisitions, Asset Management, Business Strategy, Quantitative Analytics, Alternative Investments, Econometrics, Valuation, Economics, Financial Modeling, Financial Analysis, Hedge Funds, Equity Research, Statistics, Fixed Income, Asset Managment, Agile Project Management, Microsoft Excel, Strategy, Strategic Planning, Operational Excellence, Presentations, LBO
Education
Brandeis International Business School 2008 — 2009
MAief, Economics and Finance
ESADE Business School 2008 — 2008
MBA Exchange, Finance & Entrepreneurship
University of Melbourne 2008 — 2008
BA Exchange, Economics
Brandeis University 2005 — 2008
BA, Economics, Business and Psychology
Lomonosov Moscow State University (MSU) 2007 — 2007
BA Exchange, Russian Film Industry
Russian Academy of Theatre Arts - GITIS 2013 — 2013
Certificate Program in Directing, Directing and Theatrical Production
Image Capital Management 2011 - Present
ICM 2011 - 2013
Manning & Napier Advisors 2010 - 2011
Manning & Napier Advisors 2009 - 2010
Brandeis University 2009 - 2009
Skills
Portfolio Management, Equities, Investments, Mergers & Acquisitions, Asset Management, Business Strategy, Quantitative Analytics, Alternative Investments, Econometrics, Valuation, Economics, Financial Modeling, Financial Analysis, Hedge Funds, Equity Research, Statistics, Fixed Income, Asset Managment, Agile Project Management, Microsoft Excel, Strategy, Strategic Planning, Operational Excellence, Presentations, LBO
Education
Brandeis International Business School 2008 — 2009
MAief, Economics and Finance
ESADE Business School 2008 — 2008
MBA Exchange, Finance & Entrepreneurship
University of Melbourne 2008 — 2008
BA Exchange, Economics
Brandeis University 2005 — 2008
BA, Economics, Business and Psychology
Lomonosov Moscow State University (MSU) 2007 — 2007
BA Exchange, Russian Film Industry
Russian Academy of Theatre Arts - GITIS 2013 — 2013
Certificate Program in Directing, Directing and Theatrical Production
Cameron Nickels's Manning & Napier Advisors Experience May 2014 - November 2014
Job Instructor at Rochester Hockey Academy
Industry Sports
Experience
Rochester Hockey Academy November 2014 - Present
Manning & Napier Advisors May 2014 - November 2014
Manning & Napier Advisors August 2013 - May 2014
Javelin Capital Markets April 2011 - June 2011
Skills
Microsoft Excel, Labor Relations, Financial Operations, Writing, Financial Databases, Investments, Critical Thinking, Customer Relations, Investment Strategies, Microsoft Office
Education
Cornell University 2010 — 2013
Bachelor of Science (B.S.), Industrial & Labor Relations
University of New South Wales 2012 — 2012
Concentration in Commerce/Management
Rochester Hockey Academy November 2014 - Present
Manning & Napier Advisors May 2014 - November 2014
Manning & Napier Advisors August 2013 - May 2014
Javelin Capital Markets April 2011 - June 2011
Skills
Microsoft Excel, Labor Relations, Financial Operations, Writing, Financial Databases, Investments, Critical Thinking, Customer Relations, Investment Strategies, Microsoft Office
Education
Cornell University 2010 — 2013
Bachelor of Science (B.S.), Industrial & Labor Relations
University of New South Wales 2012 — 2012
Concentration in Commerce/Management
Alexander Bernier Alexander Bernier's Manning & Napier Advisors Experience April 2013 - February 2014
Job Equity Trader at QCI Asset Management
Industry Investment Management
Experience
QCI Asset Management March 2014 - Present
Manning & Napier Advisors April 2013 - February 2014
Commercial Marine Displays April 2006 - December 2013
Paychex January 2013 - April 2013
Sam’s Club #8178 April 2008 - December 2012
Skills
Management, Finance, Microsoft Excel, Customer Service, Microsoft Office, Sales, Project Planning, Mutual Funds, Financial Analysis, Investments, Strategic Financial..., Equities, Asset Allocation, Portfolio Management, Financial Modeling, Invoicing, PowerPoint, Retail, Market Research, Microsoft Word, Time Management, Teamwork, Inventory Management, Risk Management, Training
Education
Aquinas Institute of Rochester 2004 — 2008
BITTNER SCHOOL OF BUSINESS, AACSB accredited
Bachelor, Science; Finance; Corporate Finance
Saint John Fisher College 2009 — 2013
Bachelor of Business Administration (BBA), Corporate Finance
Monroe Community College
Associates, Business Administration
QCI Asset Management March 2014 - Present
Manning & Napier Advisors April 2013 - February 2014
Commercial Marine Displays April 2006 - December 2013
Paychex January 2013 - April 2013
Sam’s Club #8178 April 2008 - December 2012
Skills
Management, Finance, Microsoft Excel, Customer Service, Microsoft Office, Sales, Project Planning, Mutual Funds, Financial Analysis, Investments, Strategic Financial..., Equities, Asset Allocation, Portfolio Management, Financial Modeling, Invoicing, PowerPoint, Retail, Market Research, Microsoft Word, Time Management, Teamwork, Inventory Management, Risk Management, Training
Education
Aquinas Institute of Rochester 2004 — 2008
BITTNER SCHOOL OF BUSINESS, AACSB accredited
Bachelor, Science; Finance; Corporate Finance
Saint John Fisher College 2009 — 2013
Bachelor of Business Administration (BBA), Corporate Finance
Monroe Community College
Associates, Business Administration
Samuel Zargary Samuel Zargary's Manning & Napier Advisors Experience February 2014 - November 2014
Job Fund Reporting Accountant at Manning & Napier Advisors
Industry Accounting
Experience
Manning & Napier Advisors February 2014 - November 2014
Izzo Golf May 2013 - August 2013
Woodbourne Supermarket/FB&B June 2006 - September 2012
Skills
Organizational..., Highly Analytical, Situational Leadership, Market Understanding, Financial Accounting, Cost Accounting, Cost Management, Account Management, Analytical Skills, Microsoft Excel, Tax, Financial Analysis, Accounting, Access, PowerPoint, Teamwork, Time Management, Finance, Management, Public Speaking, Microsoft Word
Education
State University of New York College at Geneseo 2012 — 2013
Bachelor's degree, Accounting
Monroe Community College 2010 — 2011
Associate's degree, Business Administration and Management, General
Manning & Napier Advisors February 2014 - November 2014
Izzo Golf May 2013 - August 2013
Woodbourne Supermarket/FB&B June 2006 - September 2012
Skills
Organizational..., Highly Analytical, Situational Leadership, Market Understanding, Financial Accounting, Cost Accounting, Cost Management, Account Management, Analytical Skills, Microsoft Excel, Tax, Financial Analysis, Accounting, Access, PowerPoint, Teamwork, Time Management, Finance, Management, Public Speaking, Microsoft Word
Education
State University of New York College at Geneseo 2012 — 2013
Bachelor's degree, Accounting
Monroe Community College 2010 — 2011
Associate's degree, Business Administration and Management, General
Jennifer Pulver's Manning & Napier Advisors Experience September 2005 - September 2008
Job Human Resources
Industry Human Resources
Experience
Fingerlakes Gaming and Racetrack October 2013 - Present
Videk September 2008 - September 2010
Manning & Napier Advisors September 2005 - September 2008
Skills
Human Resources, Marketing, Process Improvement, Sales
Education
Alfred State College - SUNY College of Technology 1992 — 1994
Associate of Arts and Sciences (A.A.S.), English and Humanities
Alfred University 1993 — 1993
Fingerlakes Gaming and Racetrack October 2013 - Present
Videk September 2008 - September 2010
Manning & Napier Advisors September 2005 - September 2008
Skills
Human Resources, Marketing, Process Improvement, Sales
Education
Alfred State College - SUNY College of Technology 1992 — 1994
Associate of Arts and Sciences (A.A.S.), English and Humanities
Alfred University 1993 — 1993
Craig Stanley, CFA Craig Stanley, CFA's Manning & Napier Advisors Experience June 2001 - April 2002
Job Managing Director, Terra Partners Group
Industry Financial Services
Experience
Terra Partners Group, Ltd. July 2009 - Present
Pillar Capital Management March 2009 - July 2009
Strategic Capital Management February 2007 - March 2008
Allegiance Capital April 2002 - January 2007
Manning & Napier Advisors June 2001 - April 2002
Prudential Securities May 1998 - April 2001
Nagano Prefectural Board of Education July 1993 - July 1996
Skills
Investment Management, Hedge Funds, Equities, Adobe Creative Suite, Fixed Income, Portfolio Management, Asset Managment, Frontier Markets, Capital Development, Investments
Education
University of Colorado Boulder 1997 — 1998
Graduate Studies, Japanese
New York University 1991 — 1993
B.A., Politics, 3.89
Terra Partners Group, Ltd. July 2009 - Present
Pillar Capital Management March 2009 - July 2009
Strategic Capital Management February 2007 - March 2008
Allegiance Capital April 2002 - January 2007
Manning & Napier Advisors June 2001 - April 2002
Prudential Securities May 1998 - April 2001
Nagano Prefectural Board of Education July 1993 - July 1996
Skills
Investment Management, Hedge Funds, Equities, Adobe Creative Suite, Fixed Income, Portfolio Management, Asset Managment, Frontier Markets, Capital Development, Investments
Education
University of Colorado Boulder 1997 — 1998
Graduate Studies, Japanese
New York University 1991 — 1993
B.A., Politics, 3.89
R. Stan Holland R. Stan Holland's Manning & Napier Advisors Experience June 2012 - Present
Job Vice President, Corporate Development at Manning & Napier, Inc.
Industry Investment Management
Experience
Manning & Napier Advisors June 2012 - Present
Eastman Kodak January 2010 - June 2012
Eastman Kodak January 2007 - January 2010
Vaccinex Inc. October 2001 - January 2007
Morgan Stanley January 1998 - June 2001
Salomon Brothers August 1995 - January 1998
The Bissell Companies June 1986 - August 1991
Skills
Mergers & Acquisitions, Valuations, Cash Flow Forecasting, Negotiation, Treasury Management, Capital Markets, Investment Banking, Investment Management, Restructuring, Strategic Planning, Market Analysis
Education
University of North Carolina School of Law 1992 — 1995
JD, Corporate Law
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1995
MBA, Finance
Duke University 1982 — 1986
BA, Economics / English
Manning & Napier Advisors June 2012 - Present
Eastman Kodak January 2010 - June 2012
Eastman Kodak January 2007 - January 2010
Vaccinex Inc. October 2001 - January 2007
Morgan Stanley January 1998 - June 2001
Salomon Brothers August 1995 - January 1998
The Bissell Companies June 1986 - August 1991
Skills
Mergers & Acquisitions, Valuations, Cash Flow Forecasting, Negotiation, Treasury Management, Capital Markets, Investment Banking, Investment Management, Restructuring, Strategic Planning, Market Analysis
Education
University of North Carolina School of Law 1992 — 1995
JD, Corporate Law
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1995
MBA, Finance
Duke University 1982 — 1986
BA, Economics / English
Peter Samek Peter Samek's Manning & Napier Advisors Experience 1992 - 1998
Job Chief Financial Officer
Industry Financial Services
Experience
Manning & Napier, Inc. 2005 - 2015
Greatbatch, Inc. 2001 - 2005
Eastman Kodak Company 1998 - 2000
Manning & Napier Advisors 1992 - 1998
Sanford C. Berstein & Co. 1989 - 1992
General Instrument Corporation 1980 - 1989
Skills
Mergers & Acquisitions, Strategic Planning, Strategy, Start-ups, Mergers, Investments, Management, Business Planning, Financial Analysis, Financial Modeling, Investment Management, Business Development, Portfolio Management, Capital Markets, Valuation, Leadership, Analysis, Employee Benefits, Managerial Finance, Due Diligence, Equities, Health Insurance, Financial Management
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MBA, Finance/Accounting; Strategy, With Distinction
Institut d'Etudes politiques de Paris 1976 — 1978
Diplôme, International Relations; Economics
Yale University 1970 — 1974
BS, Biology
Manning & Napier, Inc. 2005 - 2015
Greatbatch, Inc. 2001 - 2005
Eastman Kodak Company 1998 - 2000
Manning & Napier Advisors 1992 - 1998
Sanford C. Berstein & Co. 1989 - 1992
General Instrument Corporation 1980 - 1989
Skills
Mergers & Acquisitions, Strategic Planning, Strategy, Start-ups, Mergers, Investments, Management, Business Planning, Financial Analysis, Financial Modeling, Investment Management, Business Development, Portfolio Management, Capital Markets, Valuation, Leadership, Analysis, Employee Benefits, Managerial Finance, Due Diligence, Equities, Health Insurance, Financial Management
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MBA, Finance/Accounting; Strategy, With Distinction
Institut d'Etudes politiques de Paris 1976 — 1978
Diplôme, International Relations; Economics
Yale University 1970 — 1974
BS, Biology
Justin Goldman, ChFC®, CRPS®'s Manning & Napier Advisors Experience May 1997 - October 2012
Job Regional Director at SEI Advisor Network
Industry Investment Management
Experience
SEI November 2012 - Present
Manning & Napier Advisors May 1997 - October 2012
Education
University of Rochester 1993 — 1997
Bachelor of Arts (B.A.)
College for Financial Planning 2011 — 2012
Chartered Retirement Plans Specialist
The American College
ChFC
SEI November 2012 - Present
Manning & Napier Advisors May 1997 - October 2012
Education
University of Rochester 1993 — 1997
Bachelor of Arts (B.A.)
College for Financial Planning 2011 — 2012
Chartered Retirement Plans Specialist
The American College
ChFC
Hannah Khalil Hannah Khalil's Manning & Napier Advisors Experience May 2013 - January 2014
Job Business Advisory Consultant at EY
Industry Financial Services
Experience
EY September 2014 - Present
Camp Stella Maris June 2014 - August 2014
Manning & Napier Advisors May 2013 - January 2014
Camp Stella Maris 2009 - August 2012
Education
Colgate University 2010 — 2014
Economics, Senior
Handelshögskolan i Stockholm / Stockholm School of Economics
Economics
Our Lady of Mercy High School 2006 — 2010
High School Diploma, Accounting, Mathematics, Spanish, Science, History, English, Religion
EY September 2014 - Present
Camp Stella Maris June 2014 - August 2014
Manning & Napier Advisors May 2013 - January 2014
Camp Stella Maris 2009 - August 2012
Education
Colgate University 2010 — 2014
Economics, Senior
Handelshögskolan i Stockholm / Stockholm School of Economics
Economics
Our Lady of Mercy High School 2006 — 2010
High School Diploma, Accounting, Mathematics, Spanish, Science, History, English, Religion
Margaret Feldman's Manning & Napier Advisors Experience June 2011 - August 2011
Job MBA, Career Consultant & Coach at SoFi
Industry Financial Services
Experience
SoFi July 2015 - Present
Feldman College Advising June 2011 - Present
Simon Business School, University of Rochester September 2014 - May 2015
Elmira College May 2011 - June 2013
Elmira College May 2011 - June 2013
Elmira College September 2012 - April 2013
Manning & Napier Advisors June 2011 - August 2011
Southside High School September 2010 - May 2011
Skills
Public Speaking, Microsoft Office, PowerPoint, Event Planning, Microsoft Excel, Research, Fundraising, Social Networking, Microsoft Word, Time Management, Team Leadership, Event Management, People Skills, Marketing, Team Building, Public Relations
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship, Strategy, Marketing
Elmira College 2010 — 2013
Bachelor's degree, Business Administration; Political Science
Lyndonville Central School 2006 — 2010
Advanced Regents High School Diploma with Honors
SoFi July 2015 - Present
Feldman College Advising June 2011 - Present
Simon Business School, University of Rochester September 2014 - May 2015
Elmira College May 2011 - June 2013
Elmira College May 2011 - June 2013
Elmira College September 2012 - April 2013
Manning & Napier Advisors June 2011 - August 2011
Southside High School September 2010 - May 2011
Skills
Public Speaking, Microsoft Office, PowerPoint, Event Planning, Microsoft Excel, Research, Fundraising, Social Networking, Microsoft Word, Time Management, Team Leadership, Event Management, People Skills, Marketing, Team Building, Public Relations
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship, Strategy, Marketing
Elmira College 2010 — 2013
Bachelor's degree, Business Administration; Political Science
Lyndonville Central School 2006 — 2010
Advanced Regents High School Diploma with Honors
Dawn Millen Dawn Millen's Manning & Napier Advisors Experience July 2004 - August 2006
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
SMB Management Corp. July 2013 - Present
Eucharisma Design January 2000 - Present
IP.com January 2009 - March 2010
The McGuire Group August 2006 - December 2008
Manning & Napier Advisors July 2004 - August 2006
Skills
Web Design
Education
American InterContinental University 2001 — 2003
Master's degree, Information Technology, 4.0
St. John Fisher College 1994 — 1997
Bachelor's degree, Philosophy & English, Cum Laude
SMB Management Corp. July 2013 - Present
Eucharisma Design January 2000 - Present
IP.com January 2009 - March 2010
The McGuire Group August 2006 - December 2008
Manning & Napier Advisors July 2004 - August 2006
Skills
Web Design
Education
American InterContinental University 2001 — 2003
Master's degree, Information Technology, 4.0
St. John Fisher College 1994 — 1997
Bachelor's degree, Philosophy & English, Cum Laude
Denise Rust's Manning & Napier Advisors Experience 2000 - 2004
Job Internet Technical Support at Frontier Communications
Industry Hospital & Health Care
Experience
Frontier Communications September 2014 - Present
FIS November 2013 - February 2014
Star Teks January 2013 - September 2013
BayCare Health System June 2010 - February 2012
Integritas Inc 2012 - 2012
Visionary HealthWare June 2009 - June 2010
HealthCare September 2008 - January 2009
Affirmative Technologies Inc March 2005 - December 2008
Manning & Napier Advisors 2000 - 2004
Skills
Troubleshooting, SharePoint, Microsoft SQL Server, SQL, XML, Technical Support, EMR, IIS, EHR, Healthcare Information..., Software Implementation, Visual Studio, HL7, Microsoft Dynamics, Microsoft Exchange, ASP.NET, .NET, Crystal Reports, MS Sharepoint, MS SQL, MS Office Suite, Aims, TMS320, POS, Systems Management..., Systems management 2008, Active Directory..., Windows server 2003
Education
St. Petersburg College 2008 — 2012
BS, Technology Management
Finger Lakes Community College 1995 — 1998
AS, Information Technology
St. Petersburg College
Technology Management, Computer/Information Technology Administration and Management
Frontier Communications September 2014 - Present
FIS November 2013 - February 2014
Star Teks January 2013 - September 2013
BayCare Health System June 2010 - February 2012
Integritas Inc 2012 - 2012
Visionary HealthWare June 2009 - June 2010
HealthCare September 2008 - January 2009
Affirmative Technologies Inc March 2005 - December 2008
Manning & Napier Advisors 2000 - 2004
Skills
Troubleshooting, SharePoint, Microsoft SQL Server, SQL, XML, Technical Support, EMR, IIS, EHR, Healthcare Information..., Software Implementation, Visual Studio, HL7, Microsoft Dynamics, Microsoft Exchange, ASP.NET, .NET, Crystal Reports, MS Sharepoint, MS SQL, MS Office Suite, Aims, TMS320, POS, Systems Management..., Systems management 2008, Active Directory..., Windows server 2003
Education
St. Petersburg College 2008 — 2012
BS, Technology Management
Finger Lakes Community College 1995 — 1998
AS, Information Technology
St. Petersburg College
Technology Management, Computer/Information Technology Administration and Management
Amanda Robinette Amanda Robinette's Manning & Napier Advisors Experience August 2011 - June 2012
Job Senior Associate Relationship Management at Diamond Hill Capital Management
Industry Investment Management
Experience
Diamond Hill Capital Management, Inc. July 2012 - Present
Manning & Napier Advisors August 2011 - June 2012
Manning & Napier Advisors August 2010 - August 2011
Diamond Hill Capital Management, Inc. June 2010 - August 2010
James Investment Research, Inc January 2010 - May 2010
JPMorgan Chase June 2009 - August 2009
Skills
Investments, Financial Analysis, Asset Managment, Microsoft Excel, Mutual Funds, Portfolio Management, Series 7, Strategic Financial..., Series 63, Wealth Management, Bloomberg, Investment Strategies, Microsoft Office, Sales Logix, ProTrak, Advent APX, Citrix, SharePoint
Education
College for Financial Planning 2011 — 2011
Certified Financial PlannerTM Certification Professional Education Program, Financial Planning
Cedarville University 2006 — 2010
Bachelor of Arts, Finance (Minor in International Business)
Diamond Hill Capital Management, Inc. July 2012 - Present
Manning & Napier Advisors August 2011 - June 2012
Manning & Napier Advisors August 2010 - August 2011
Diamond Hill Capital Management, Inc. June 2010 - August 2010
James Investment Research, Inc January 2010 - May 2010
JPMorgan Chase June 2009 - August 2009
Skills
Investments, Financial Analysis, Asset Managment, Microsoft Excel, Mutual Funds, Portfolio Management, Series 7, Strategic Financial..., Series 63, Wealth Management, Bloomberg, Investment Strategies, Microsoft Office, Sales Logix, ProTrak, Advent APX, Citrix, SharePoint
Education
College for Financial Planning 2011 — 2011
Certified Financial PlannerTM Certification Professional Education Program, Financial Planning
Cedarville University 2006 — 2010
Bachelor of Arts, Finance (Minor in International Business)
Melissa Hansen Melissa Hansen's Manning & Napier Advisors Experience July 2012 - May 2013
Job Director Employee Benefits, Compliance and Healthcare Reform Specialist at Corporate Synergies
Industry Insurance
Experience
Corporate Synergies September 2015 - Present
Wells Fargo Insurance Services September 2013 - September 2015
Manning & Napier Advisors July 2012 - May 2013
Sterling Ascend Insurance Resources March 2010 - April 2012
Gallagher Benefit Services January 2007 - February 2010
AMERICAN FAMILY LIFE ASSURANCE OF October 2005 - December 2006
Money Advisors Group September 1999 - October 2005
Franklin Templeton of January 1997 - January 1999
Skills
Employee Benefits, Benefits, Insurance, Benefits Administration, Plan Design, HR Consulting, Budgeting, Compliance, Strategic Planning, Negotiation, Health Insurance, Employee Relations, New Business Development, Internal Communications, Contract Negotiation, COBRA, Disability Insurance, Long Term Care, Problem Solving, Executive Compensation, Public Speaking, Budgets, Fundraising, CRM, Management, Marketing, Sales, Customer Service, Underwriting, Long-term Care, Leadership
Education
Florida State University
Certificate in Financial Planning, Financial Planning
University of Phoenix 2003 — 2006
B.S, Business, Management, Marketing, and Related Support Services, 3.6 GPA out of 4.0
Corporate Synergies September 2015 - Present
Wells Fargo Insurance Services September 2013 - September 2015
Manning & Napier Advisors July 2012 - May 2013
Sterling Ascend Insurance Resources March 2010 - April 2012
Gallagher Benefit Services January 2007 - February 2010
AMERICAN FAMILY LIFE ASSURANCE OF October 2005 - December 2006
Money Advisors Group September 1999 - October 2005
Franklin Templeton of January 1997 - January 1999
Skills
Employee Benefits, Benefits, Insurance, Benefits Administration, Plan Design, HR Consulting, Budgeting, Compliance, Strategic Planning, Negotiation, Health Insurance, Employee Relations, New Business Development, Internal Communications, Contract Negotiation, COBRA, Disability Insurance, Long Term Care, Problem Solving, Executive Compensation, Public Speaking, Budgets, Fundraising, CRM, Management, Marketing, Sales, Customer Service, Underwriting, Long-term Care, Leadership
Education
Florida State University
Certificate in Financial Planning, Financial Planning
University of Phoenix 2003 — 2006
B.S, Business, Management, Marketing, and Related Support Services, 3.6 GPA out of 4.0
Cheryl Duke Cheryl Duke's Manning & Napier Advisors Experience 1994 - 1999
Job Investment Officer
Industry Investment Management
Experience
Accredo Advisors, LLC July 2009 - February 2011
Advisors Advantage Group April 2009 - February 2011
Eastover Capital Management November 2004 - March 2009
Lowe, Brockenbrough & Co. October 2002 - November 2004
Evergreen Private Asset Management February 1999 - August 2002
Manning & Napier Advisors 1994 - 1999
Retirement Systems of Alabama 1984 - 1994
Education
Auburn University at Montgomery 1977 — 1980
Accredo Advisors, LLC July 2009 - February 2011
Advisors Advantage Group April 2009 - February 2011
Eastover Capital Management November 2004 - March 2009
Lowe, Brockenbrough & Co. October 2002 - November 2004
Evergreen Private Asset Management February 1999 - August 2002
Manning & Napier Advisors 1994 - 1999
Retirement Systems of Alabama 1984 - 1994
Education
Auburn University at Montgomery 1977 — 1980
Ken Babcock Ken Babcock's Manning & Napier Advisors Experience May 2011 - August 2011
Job Global Business Analyst at Uber
Industry Internet
Experience
Uber September 2014 - Present
Deloitte Consulting August 2013 - August 2014
Deloitte Consulting May 2012 - August 2012
Manning & Napier Advisors May 2011 - August 2011
OppenheimerFunds June 2010 - August 2010
Skills
Visual Basic, Microsoft Excel, MS Excel Pivot Tables, Financial Modeling, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Management, Leadership, Training, Economics, Strategy
Education
Cornell University 2009 — 2013
B.S., Applied Economics and Management, Magna Cum Laude
Uber September 2014 - Present
Deloitte Consulting August 2013 - August 2014
Deloitte Consulting May 2012 - August 2012
Manning & Napier Advisors May 2011 - August 2011
OppenheimerFunds June 2010 - August 2010
Skills
Visual Basic, Microsoft Excel, MS Excel Pivot Tables, Financial Modeling, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Management, Leadership, Training, Economics, Strategy
Education
Cornell University 2009 — 2013
B.S., Applied Economics and Management, Magna Cum Laude
Julie Bazan Julie Bazan's Manning & Napier Advisors Experience September 2002 - August 2015
Job COO, Cobblestone Capital Advisors
Industry Investment Management
Experience
Cobblestone Capital Advisors, LLC. August 2015 - Present
Manning & Napier Advisors September 2002 - August 2015
ING 2000 - 2001
Alexander, Wescott & Co. Inc. 1997 - 2001
Skills
College Recruiting, Budget Process, Budget Monitoring, Organizational..., Organizational..., Leadership, Screening Resumes, Resume Writing, Interviewing Skills, Operations Management, Investment Management, Asset Allocation, Employee Benefits, Mutual Funds, Financial Analysis, Management, Financial Modeling, Investments, Portfolio Management, Asset Management, Customer Service, Finance, Risk Management, Equities, Strategic Planning
Education
Saint John Fisher College 2005 — 2006
MS, Educational Leadership
Nazareth College of Rochester 2004 — 2005
MA, Liberal Studies
Hobart and William Smith Colleges 1989 — 1993
BA, Rhetroic, Philosophy & Education
West Canada Valley 1985 — 1989
Cobblestone Capital Advisors, LLC. August 2015 - Present
Manning & Napier Advisors September 2002 - August 2015
ING 2000 - 2001
Alexander, Wescott & Co. Inc. 1997 - 2001
Skills
College Recruiting, Budget Process, Budget Monitoring, Organizational..., Organizational..., Leadership, Screening Resumes, Resume Writing, Interviewing Skills, Operations Management, Investment Management, Asset Allocation, Employee Benefits, Mutual Funds, Financial Analysis, Management, Financial Modeling, Investments, Portfolio Management, Asset Management, Customer Service, Finance, Risk Management, Equities, Strategic Planning
Education
Saint John Fisher College 2005 — 2006
MS, Educational Leadership
Nazareth College of Rochester 2004 — 2005
MA, Liberal Studies
Hobart and William Smith Colleges 1989 — 1993
BA, Rhetroic, Philosophy & Education
West Canada Valley 1985 — 1989
Aaron Ging Aaron Ging's Manning & Napier Advisors Experience December 2013 - May 2015
Job Cloud Operations Specialist
Industry Information Technology and Services
Experience
Pharos Systems International May 2015 - Present
Manning & Napier Advisors December 2013 - May 2015
Sigma Marketing Group March 2011 - December 2013
Rochester Computer Task Force September 2010 - June 2012
Best Buy December 2009 - August 2010
Best Buy September 2005 - December 2009
Skills
Cisco IOS, Cisco Switches, VMware, MS Office Suite, Altiris, Acronis, Active Directory, Customer Service, Sales Management, Training & Development, Microsoft Exchange, FTP, SFTP, Desktop Administration, Help Desk Management, Windows Server 2003, Windows Server 2008, Windows 7, windows xp, iPhone, Android, PBX, Access, Disaster Preparedness, SCCM, SQL Server, P&L Management, Hiring Practices, AWS, Amazon Web Services, TCP/IP, Help Desk Support, Microsoft SQL Server, EMC, XP, Cisco Nexus, Windows Server, Microsoft Office, Cloud Computing, Amazon Web Services..., Employee Training, Network Administration, vSphere, SAN, VMware Infrastructure, System Administration, Disaster Recovery, VPN, Data Center, Computer Security
Education
Monroe Community College 2011 — 2011
IT
Eastman School of Music 2001 — 2005
BM, Music
Pharos Systems International May 2015 - Present
Manning & Napier Advisors December 2013 - May 2015
Sigma Marketing Group March 2011 - December 2013
Rochester Computer Task Force September 2010 - June 2012
Best Buy December 2009 - August 2010
Best Buy September 2005 - December 2009
Skills
Cisco IOS, Cisco Switches, VMware, MS Office Suite, Altiris, Acronis, Active Directory, Customer Service, Sales Management, Training & Development, Microsoft Exchange, FTP, SFTP, Desktop Administration, Help Desk Management, Windows Server 2003, Windows Server 2008, Windows 7, windows xp, iPhone, Android, PBX, Access, Disaster Preparedness, SCCM, SQL Server, P&L Management, Hiring Practices, AWS, Amazon Web Services, TCP/IP, Help Desk Support, Microsoft SQL Server, EMC, XP, Cisco Nexus, Windows Server, Microsoft Office, Cloud Computing, Amazon Web Services..., Employee Training, Network Administration, vSphere, SAN, VMware Infrastructure, System Administration, Disaster Recovery, VPN, Data Center, Computer Security
Education
Monroe Community College 2011 — 2011
IT
Eastman School of Music 2001 — 2005
BM, Music
Amrish Pattni Amrish Pattni's Manning & Napier Advisors Experience June 2012 - Present
Job
Industry Investment Management
Experience
Manning & Napier Advisors June 2012 - Present
Skills
Equities, Equity Derivatives, Trading, Strategy, Bloomberg, Hedge Funds, Derivatives, Capital Markets, Portfolio Management, Financial Modeling, Series 7, Options, Asset Management, Alternative Investments, Financial Markets, Series 63, Securities
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
MBA, Capital Markets and Asset Management
University of Rochester 1996 — 2000
B.A., Economics
Manning & Napier Advisors June 2012 - Present
Skills
Equities, Equity Derivatives, Trading, Strategy, Bloomberg, Hedge Funds, Derivatives, Capital Markets, Portfolio Management, Financial Modeling, Series 7, Options, Asset Management, Alternative Investments, Financial Markets, Series 63, Securities
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
MBA, Capital Markets and Asset Management
University of Rochester 1996 — 2000
B.A., Economics
Andrew Heyman Andrew Heyman's Manning & Napier Advisors Experience February 2013 - December 2013
Job Computer Science Student
Industry Computer Software
Experience
Monroe Community College September 2014 - Present
Manning & Napier Advisors February 2013 - December 2013
Manning & Napier Advisors January 2012 - February 2013
Citi November 2010 - January 2012
SUNY Geneseo August 2007 - May 2010
Skills
Java, .NET, C#, Python, MySQL, Version Control, Git, Github, LaTeX, Bash, Debian, Linux, VBA, Microsoft Excel, Microsoft Office, Trading Operations, Derivative Operations, Credit Derivatives, Equity Trading
Education
Rochester Institute of Technology 2015 — 2017
Master of Science (M.S.), Computer Science
Monroe Community College 2014 — 2015
Mathematics Certificate with Distinction, Mathematics and Computer Science, 3.85/4
State University of New York College at Geneseo 2006 — 2010
BA, Economics and Political Science (Honors), 3.43/4
Monroe Community College September 2014 - Present
Manning & Napier Advisors February 2013 - December 2013
Manning & Napier Advisors January 2012 - February 2013
Citi November 2010 - January 2012
SUNY Geneseo August 2007 - May 2010
Skills
Java, .NET, C#, Python, MySQL, Version Control, Git, Github, LaTeX, Bash, Debian, Linux, VBA, Microsoft Excel, Microsoft Office, Trading Operations, Derivative Operations, Credit Derivatives, Equity Trading
Education
Rochester Institute of Technology 2015 — 2017
Master of Science (M.S.), Computer Science
Monroe Community College 2014 — 2015
Mathematics Certificate with Distinction, Mathematics and Computer Science, 3.85/4
State University of New York College at Geneseo 2006 — 2010
BA, Economics and Political Science (Honors), 3.43/4
Claire Wang's Manning & Napier Advisors Experience May 2011 - August 2011
Job Senior Consultant at IBM GLOBAL BUSINESS SERVICES
Industry Financial Services
Experience
IBM GLOBAL BUSINESS SERVICES September 2013 - Present
EXALTARE Capital Partners, LLC February 2013 - June 2013
Manning & Napier Advisors May 2011 - August 2011
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Financial Accounting, Financial Analysis, DCF, Business Analysis, Investment Banking, Equity Research, Capital IQ, Business Case, Consulting, Management Consulting, Business Strategy, Leadership, M&A Advisory Services
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Master of Finance
University of Rochester 2010 — 2012
Bachelor of Arts (BA), Financial Economics & Mathematics, Magna Cum Laude
Peking University 2007 — 2010
Economics
IBM GLOBAL BUSINESS SERVICES September 2013 - Present
EXALTARE Capital Partners, LLC February 2013 - June 2013
Manning & Napier Advisors May 2011 - August 2011
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Financial Accounting, Financial Analysis, DCF, Business Analysis, Investment Banking, Equity Research, Capital IQ, Business Case, Consulting, Management Consulting, Business Strategy, Leadership, M&A Advisory Services
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Master of Finance
University of Rochester 2010 — 2012
Bachelor of Arts (BA), Financial Economics & Mathematics, Magna Cum Laude
Peking University 2007 — 2010
Economics
Jill Hurst-Wahl Jill Hurst-Wahl's Manning & Napier Advisors Experience May 1997 - February 1998
Job Director, Library and Info. Science & School Media
Industry Information Services
Experience
Syracuse University June 2013 - Present
Hurst Associates, Ltd. February 1998 - Present
SLA January 2011 - December 2013
Syracuse University April 2012 - May 2013
Regents Advisory Council on Libraries October 2007 - September 2012
Syracuse University School of Information Studies 2009 - April 2012
Enitiative October 2007 - June 2009
Syracuse University January 2001 - December 2008
Special Libraries Association January 2007 - December 2007
Manning & Napier Advisors May 1997 - February 1998
Skills
Media Relations, Copyright Law, Social Networking, Digitization, Library Science, Library, Blogging, Market Research, Research, Information Literacy, Public Speaking, Digital Copyright, Teaching, Digital Libraries, Knowledge Management, Program Management
Education
Elmira College
BA, Religion/Philosophy and English
University of Maryland
MLS, Library Science
Syracuse University June 2013 - Present
Hurst Associates, Ltd. February 1998 - Present
SLA January 2011 - December 2013
Syracuse University April 2012 - May 2013
Regents Advisory Council on Libraries October 2007 - September 2012
Syracuse University School of Information Studies 2009 - April 2012
Enitiative October 2007 - June 2009
Syracuse University January 2001 - December 2008
Special Libraries Association January 2007 - December 2007
Manning & Napier Advisors May 1997 - February 1998
Skills
Media Relations, Copyright Law, Social Networking, Digitization, Library Science, Library, Blogging, Market Research, Research, Information Literacy, Public Speaking, Digital Copyright, Teaching, Digital Libraries, Knowledge Management, Program Management
Education
Elmira College
BA, Religion/Philosophy and English
University of Maryland
MLS, Library Science
Milica Radoja Milica Radoja's Manning & Napier Advisors Experience 2010 - 2011
Job V&A Research Analyst at Cushman & Wakefield
Industry Market Research
Experience
Cushman & Wakefield 2014 - Present
Brand Networks 2013 - 2013
Conifer Realty, LLC 2013 - 2013
Superior Plus Energy Services 2011 - 2012
Manning & Napier Advisors 2010 - 2011
Fingerlakes Wealth Management 2009 - 2010
Ithaca College 2007 - 2008
Skills
PowerPoint, Sales, Microsoft Office, Microsoft Excel, Social Media, Account Management, Budgets, Editing, Facebook, Marketing Strategy, Marketing, Photoshop, Blogging, Time Management, Marketing Communications, Social Networking, Advertising, Market Research, Social Media Marketing, Data Analysis, Data Mining
Education
The George Washington University 2015 — 2018
Master of Arts (M.A.), Economics
Ithaca College 2006 — 2009
Bachelor of Science (B.Sc.), Business Administration, Finance and Corporate Accounting Concentrations, 3.88/4.00
Cushman & Wakefield 2014 - Present
Brand Networks 2013 - 2013
Conifer Realty, LLC 2013 - 2013
Superior Plus Energy Services 2011 - 2012
Manning & Napier Advisors 2010 - 2011
Fingerlakes Wealth Management 2009 - 2010
Ithaca College 2007 - 2008
Skills
PowerPoint, Sales, Microsoft Office, Microsoft Excel, Social Media, Account Management, Budgets, Editing, Facebook, Marketing Strategy, Marketing, Photoshop, Blogging, Time Management, Marketing Communications, Social Networking, Advertising, Market Research, Social Media Marketing, Data Analysis, Data Mining
Education
The George Washington University 2015 — 2018
Master of Arts (M.A.), Economics
Ithaca College 2006 — 2009
Bachelor of Science (B.Sc.), Business Administration, Finance and Corporate Accounting Concentrations, 3.88/4.00
Jeffrey Ingraham, CFA, CAIA Jeffrey Ingraham, CFA, CAIA's Manning & Napier Advisors Experience June 2012 - Present
Job Portfolio Strategist at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors June 2012 - Present
Citi July 2004 - August 2012
Citi July 2004 - January 2006
Skills
Fixed Income, Fixed Income Products, Foreign Exchange..., Capital Markets, Capital Markets..., Interest Rate..., Credit Derivatives, ISDA, Excel, PowerPoint, Bloomberg, Hedge Accounting, Word, Interest Rate Risk..., Interest Rate Swaps, Options Strategies, Options, Client Relationship..., Capital Structure, CVA, Mentoring, Client Communication, Defined Contribution, Defined Benefit, Consultants, Institutional Sales, Asset Managment, Investment Strategies, Investment Management
Education
Rochester Institute of Technology 2002 — 2004
Bachelor of Science (B.S.), Finance, General
Ithaca College 2000 — 2002
Bachelor of Science (B.S.), Physical Therapy/Therapist
Manning & Napier Advisors June 2012 - Present
Citi July 2004 - August 2012
Citi July 2004 - January 2006
Skills
Fixed Income, Fixed Income Products, Foreign Exchange..., Capital Markets, Capital Markets..., Interest Rate..., Credit Derivatives, ISDA, Excel, PowerPoint, Bloomberg, Hedge Accounting, Word, Interest Rate Risk..., Interest Rate Swaps, Options Strategies, Options, Client Relationship..., Capital Structure, CVA, Mentoring, Client Communication, Defined Contribution, Defined Benefit, Consultants, Institutional Sales, Asset Managment, Investment Strategies, Investment Management
Education
Rochester Institute of Technology 2002 — 2004
Bachelor of Science (B.S.), Finance, General
Ithaca College 2000 — 2002
Bachelor of Science (B.S.), Physical Therapy/Therapist
Dylan Keefe's Manning & Napier Advisors Experience May 2013 - August 2013
Job Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
Guggenheim Securities May 2014 - August 2014
Manning & Napier Advisors May 2013 - August 2013
Education
Cornell University 2011 — 2015
Applied Economics and Management, Finance
Guggenheim Partners July 2015 - Present
Guggenheim Securities May 2014 - August 2014
Manning & Napier Advisors May 2013 - August 2013
Education
Cornell University 2011 — 2015
Applied Economics and Management, Finance
Liza Akselrod Liza Akselrod's Manning & Napier Advisors Experience January 2010 - December 2014
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
John Mann, CPA John Mann, CPA's Manning & Napier Advisors Experience 2011 - Present
Job Vice President, Client Consultant at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors 2011 - Present
Integrated Benefit Solutions 2008 - December 2012
Caris & Company January 2006 - January 2008
Ernst & Young August 2004 - January 2006
The Blackstone Group January 2002 - May 2004
Education
Fordham University
BS, Finance/Accounting
San Diego State University-California State University
MBA, Finance/Entrepreneurship
Canisius High School
Manning & Napier Advisors 2011 - Present
Integrated Benefit Solutions 2008 - December 2012
Caris & Company January 2006 - January 2008
Ernst & Young August 2004 - January 2006
The Blackstone Group January 2002 - May 2004
Education
Fordham University
BS, Finance/Accounting
San Diego State University-California State University
MBA, Finance/Entrepreneurship
Canisius High School
Jake Cooper's Manning & Napier Advisors Experience August 2013 - March 2014
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
Mary Moglia-Cannon's Manning & Napier Advisors Experience June 2008 - May 2014
Job Institutional Business Development & CSuite Level Relationship Manager
Industry Financial Services
Experience
Manning & Napier Advisors June 2008 - May 2014
Wachovia Securities 2004 - 2008
JP Morgan 2001 - 2004
BNP Paribas 1995 - 2001
Bear Stearns 1993 - 1995
Skills
Equities, Investments, Asset Allocation, Mutual Funds, Hedge Funds, Fixed Income, Investment Management, Options, Alternative Investments, Investment Strategies, Emerging Markets, Asset Management, Credit Derivatives, Swaps, Capital Markets, Strategy, Non-profit Board..., Relationship Management, Fundraising, ERISA, Defined Contribution, Regulatory Compliance, New Business Development, Capital Campaigns, Economic Development
Education
Saint John's University School of Law 1990 — 1993
Juris Doctor
Fordham University
BA, Economics, Summa Cum Laude
Manning & Napier Advisors June 2008 - May 2014
Wachovia Securities 2004 - 2008
JP Morgan 2001 - 2004
BNP Paribas 1995 - 2001
Bear Stearns 1993 - 1995
Skills
Equities, Investments, Asset Allocation, Mutual Funds, Hedge Funds, Fixed Income, Investment Management, Options, Alternative Investments, Investment Strategies, Emerging Markets, Asset Management, Credit Derivatives, Swaps, Capital Markets, Strategy, Non-profit Board..., Relationship Management, Fundraising, ERISA, Defined Contribution, Regulatory Compliance, New Business Development, Capital Campaigns, Economic Development
Education
Saint John's University School of Law 1990 — 1993
Juris Doctor
Fordham University
BA, Economics, Summa Cum Laude
Andy Rosselot, AIF® Andy Rosselot, AIF®'s Manning & Napier Advisors Experience February 2009 - July 2010
Job Managing Director of Defined Contribution Sales and Consultant Relations at MetLife
Industry Investment Management
Experience
MetLife August 2013 - Present
Huntington Retirement Plan Services July 2010 - August 2013
Manning & Napier Advisors February 2009 - July 2010
Allegiant Asset Management February 2004 - February 2009
Diversified Investment Advisors March 2000 - February 2004
Skills
Investment Strategies, Investment Management, Investments, Institutional..., Retirement Planning, Mutual Funds, Defined Benefit, Defined Contribution, Asset Allocation, Investment Advisory, Series 7, Pension Funds, Series 63, 401k, Series 24, Series 65, 403 b, 401a, Fiduciary Management, Consultant Relations, Asset Liability Modeling, LDI Strategies, Series 6
Education
Tiffin University 2007 — 2010
Master's degree, MBA
Ohio University 1988 — 1992
BSJ, Journalism and Advertising/Marketing
McNicholas High School 1984 — 1988
College Prep
MetLife August 2013 - Present
Huntington Retirement Plan Services July 2010 - August 2013
Manning & Napier Advisors February 2009 - July 2010
Allegiant Asset Management February 2004 - February 2009
Diversified Investment Advisors March 2000 - February 2004
Skills
Investment Strategies, Investment Management, Investments, Institutional..., Retirement Planning, Mutual Funds, Defined Benefit, Defined Contribution, Asset Allocation, Investment Advisory, Series 7, Pension Funds, Series 63, 401k, Series 24, Series 65, 403 b, 401a, Fiduciary Management, Consultant Relations, Asset Liability Modeling, LDI Strategies, Series 6
Education
Tiffin University 2007 — 2010
Master's degree, MBA
Ohio University 1988 — 1992
BSJ, Journalism and Advertising/Marketing
McNicholas High School 1984 — 1988
College Prep
Nandi Gunning Hurley, CFA's Manning & Napier Advisors Experience December 2002 - December 2004
Job Investment Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management May 2014 - Present
Capco May 2010 - June 2013
Reading Partners January 2009 - December 2010
SFG Asset Advisors May 2005 - January 2009
Manning & Napier Advisors December 2002 - December 2004
Skills
Project Management, Due Diligence, Operations Management, Risk Management, Equity Research, Portfolio Management, Auditing, Hedge Funds, Asset Allocation, Asset Management, Wealth Management, Equities
Education
Harvard Business School 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University of the West Indies, Mona Campus 1992 — 1995
Bachelor of Science (BSc), Management Studies
Morgan Stanley Wealth Management May 2014 - Present
Capco May 2010 - June 2013
Reading Partners January 2009 - December 2010
SFG Asset Advisors May 2005 - January 2009
Manning & Napier Advisors December 2002 - December 2004
Skills
Project Management, Due Diligence, Operations Management, Risk Management, Equity Research, Portfolio Management, Auditing, Hedge Funds, Asset Allocation, Asset Management, Wealth Management, Equities
Education
Harvard Business School 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University of the West Indies, Mona Campus 1992 — 1995
Bachelor of Science (BSc), Management Studies
Brian P Gambill's Manning & Napier Advisors Experience May 1997 — March 2015
Job Investor and Consultant
Industry Financial Services
Experience
BG Capital Group, LLC April 2015 — Present
Manning & Napier Advisors May 1997 — March 2015
Skills
Investments, Portfolio Management, Equities, Equity Research, Valuation, Alternative Investments, Financial Analysis, Investment Strategies, Asset Management, Financial Modeling
Education
Montana State University-Bozeman 1988 — 1991
Bachelor's degree, Finance
BG Capital Group, LLC April 2015 — Present
Manning & Napier Advisors May 1997 — March 2015
Skills
Investments, Portfolio Management, Equities, Equity Research, Valuation, Alternative Investments, Financial Analysis, Investment Strategies, Asset Management, Financial Modeling
Education
Montana State University-Bozeman 1988 — 1991
Bachelor's degree, Finance
Alexander Bielecki Alexander Bielecki's Manning & Napier Advisors Experience September 2011 - May 2013
Job Owner J. Ryan's Pub LLC
Industry Food & Beverages
Experience
J. Ryan's Pub November 2009 - Present
Manning & Napier Advisors September 2011 - May 2013
Kodak April 2010 - May 2011
Eastman Kodak October 2007 - April 2010
Ernst & Young October 2006 - October 2007
Eastman Kodak June 2005 - October 2006
Skills
SAP, Leadership, Financial Analysis, Business Case, Forecasting, Risk Management, Project Management, Management, Internal Controls, Auditing, Accounting, Budgets, Financial Reporting, Strategy, Sarbanes-Oxley, Finance, Business Planning, Analysis, Sarbanes-Oxley Act, Internal Audit, Accounts Payable, Cash Flow, Cash Management, Strategic Planning
Education
State University of New York at Buffalo - School of Management 2003 — 2005
MBA, Finanace, Operations Management, Consulting
Canisius College 2001 — 2003
BS, Management & Finance
J. Ryan's Pub November 2009 - Present
Manning & Napier Advisors September 2011 - May 2013
Kodak April 2010 - May 2011
Eastman Kodak October 2007 - April 2010
Ernst & Young October 2006 - October 2007
Eastman Kodak June 2005 - October 2006
Skills
SAP, Leadership, Financial Analysis, Business Case, Forecasting, Risk Management, Project Management, Management, Internal Controls, Auditing, Accounting, Budgets, Financial Reporting, Strategy, Sarbanes-Oxley, Finance, Business Planning, Analysis, Sarbanes-Oxley Act, Internal Audit, Accounts Payable, Cash Flow, Cash Management, Strategic Planning
Education
State University of New York at Buffalo - School of Management 2003 — 2005
MBA, Finanace, Operations Management, Consulting
Canisius College 2001 — 2003
BS, Management & Finance
Julie Eichas's Manning & Napier Advisors Experience June 2001 - November 2007
Job Administrative Assistant to Strategic Sourcing Harris RF Communications
Industry Defense & Space
Experience
Harris RF Communications January 2010 - Present
Nukote International November 2007 - January 2010
Manning & Napier Advisors June 2001 - November 2007
Skills
Cross-functional Team..., Strategic Planning, Purchasing, Budgets, System Administration, Management, Process Improvement
Education
Monroe Community College
Harris RF Communications January 2010 - Present
Nukote International November 2007 - January 2010
Manning & Napier Advisors June 2001 - November 2007
Skills
Cross-functional Team..., Strategic Planning, Purchasing, Budgets, System Administration, Management, Process Improvement
Education
Monroe Community College
Tyler Reed Tyler Reed's Manning & Napier Advisors Experience May 2012 - January 2013
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC December 2013 - Present
UBS June 2013 - August 2013
Manning & Napier Advisors May 2012 - January 2013
Mendon Ponds Park May 2010 - August 2011
Education
Boston College - Carroll School of Management 2010 — 2014
BS, Finance, Economics
University College London, U. of London 2012 — 2012
McQuaid Jesuit 2004 — 2010
High School
Jefferies LLC December 2013 - Present
UBS June 2013 - August 2013
Manning & Napier Advisors May 2012 - January 2013
Mendon Ponds Park May 2010 - August 2011
Education
Boston College - Carroll School of Management 2010 — 2014
BS, Finance, Economics
University College London, U. of London 2012 — 2012
McQuaid Jesuit 2004 — 2010
High School
Daniel Rosengard Daniel Rosengard's Manning & Napier Advisors Experience July 2010 - September 2010
Job Consultant at Oliver Wyman
Industry Management Consulting
Experience
Thayer School of Engineering at Dartmouth College January 2012 - November 2013
Wayfair June 2012 - August 2012
Manning & Napier Advisors July 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Stata, Matlab, C, C++, PHP, SQL, HTML, Financial Modeling
Education
Thayer School of Engineering at Dartmouth College 2013 — 2014
Bachelor of Engineering
Dartmouth College 2009 — 2013
Bachelor of Arts
Thayer School of Engineering at Dartmouth College January 2012 - November 2013
Wayfair June 2012 - August 2012
Manning & Napier Advisors July 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Stata, Matlab, C, C++, PHP, SQL, HTML, Financial Modeling
Education
Thayer School of Engineering at Dartmouth College 2013 — 2014
Bachelor of Engineering
Dartmouth College 2009 — 2013
Bachelor of Arts
Joseph Napier Joseph Napier's Manning & Napier Advisors Experience June 2013 - September 2013
Job Actor at Self Employed
Industry Entertainment
Experience
Self Employed May 2014 - Present
Manning & Napier Advisors June 2013 - September 2013
Education
Georgetown University 2010 — 2014
McQuaid Jesuit 2004 — 2010
Self Employed May 2014 - Present
Manning & Napier Advisors June 2013 - September 2013
Education
Georgetown University 2010 — 2014
McQuaid Jesuit 2004 — 2010
Michael Knolla Michael Knolla's Manning & Napier Advisors Experience
Job Equity Research at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors
Skills
Equity Research, Bloomberg, Investment Strategies, Investments, Valuation, Financial Modeling, Equities, Portfolio Management, Financial Analysis, Asset Allocation, Investment Management, Asset Management, Bloomberg Terminal, Leadership, Microsoft Office, Research
Education
Nazareth College 1997 — 2000
BA, Economics
Manning & Napier Advisors
Skills
Equity Research, Bloomberg, Investment Strategies, Investments, Valuation, Financial Modeling, Equities, Portfolio Management, Financial Analysis, Asset Allocation, Investment Management, Asset Management, Bloomberg Terminal, Leadership, Microsoft Office, Research
Education
Nazareth College 1997 — 2000
BA, Economics
Jack McGowan, CFA Jack McGowan, CFA's Manning & Napier Advisors Experience 1983 - 1985
Job President at Two Point Capital Management, Inc
Industry Investment Management
Experience
Two Point Capital Management, Inc 2004 - Present
McGowan Market Alliance 1998 - 2004
Clover Capital Management 1990 - 1998
Norstar Investment Advisors, Inc. 1986 - 1989
Manning & Napier Advisors 1983 - 1985
Skills
Investments, Portfolio Management, Financial Analysis, Asset Management, Business Strategy, Strategic Planning, Mergers & Acquisitions, Entrepreneurship, Management
Education
New College of Florida 1980 — 1983
BA, Economics
McQuaid Jesuit High School 1976 — 1977
International School of Bangkok 1970 — 1976
Two Point Capital Management, Inc 2004 - Present
McGowan Market Alliance 1998 - 2004
Clover Capital Management 1990 - 1998
Norstar Investment Advisors, Inc. 1986 - 1989
Manning & Napier Advisors 1983 - 1985
Skills
Investments, Portfolio Management, Financial Analysis, Asset Management, Business Strategy, Strategic Planning, Mergers & Acquisitions, Entrepreneurship, Management
Education
New College of Florida 1980 — 1983
BA, Economics
McQuaid Jesuit High School 1976 — 1977
International School of Bangkok 1970 — 1976
Joseph Rishe's Manning & Napier Advisors Experience July 2010 - December 2010
Job Certified Salesforce Admin & Developer
Industry Internet
Experience
Ramsey Solutions August 2015 - Present
Taproot Foundation July 2015 - Present
Everbridge April 2015 - June 2015
Dailymotion July 2014 - December 2014
Dailymotion August 2013 - July 2014
Dailymotion August 2012 - August 2013
quirky.com July 2011 - April 2012
Manning & Napier Advisors July 2010 - December 2010
East Environmental Group September 2009 - December 2009
Citigroup March 2009 - May 2009
Skills
Market Research, Analytics, Entrepreneurship, Business Development, Value Investing, Financial Modeling, Financial Analysis, Social Media, Valuation, Economics, Microsoft Excel, Bloomberg, Marketing Strategy, Microsoft Office, Business Strategy, Strategy, Start-ups, Analysis, Business Planning, Corporate Finance, Leadership
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science (B.S.), Finance, Entrepreneurship, 3.6
City University of Hong Kong 2009 — 2009
International Business, 3.7
Ramsey Solutions August 2015 - Present
Taproot Foundation July 2015 - Present
Everbridge April 2015 - June 2015
Dailymotion July 2014 - December 2014
Dailymotion August 2013 - July 2014
Dailymotion August 2012 - August 2013
quirky.com July 2011 - April 2012
Manning & Napier Advisors July 2010 - December 2010
East Environmental Group September 2009 - December 2009
Citigroup March 2009 - May 2009
Skills
Market Research, Analytics, Entrepreneurship, Business Development, Value Investing, Financial Modeling, Financial Analysis, Social Media, Valuation, Economics, Microsoft Excel, Bloomberg, Marketing Strategy, Microsoft Office, Business Strategy, Strategy, Start-ups, Analysis, Business Planning, Corporate Finance, Leadership
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science (B.S.), Finance, Entrepreneurship, 3.6
City University of Hong Kong 2009 — 2009
International Business, 3.7
Steven Boehm Steven Boehm's Manning & Napier Advisors Experience January 2013 - November 2014
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
Paul Syta's Manning & Napier Advisors Experience June 2012 - August 2012
Job Actuarial Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
PwC June 2013 - August 2013
Manning & Napier Advisors June 2012 - August 2012
Manning & Napier Advisors June 2011 - August 2011
Skills
Financial Reporting, Analytics, Microsoft Office, Matlab, Actuarial Science, Accounting
Education
Massachusetts Institute of Technology 2010 — 2014
PwC September 2014 - Present
PwC June 2013 - August 2013
Manning & Napier Advisors June 2012 - August 2012
Manning & Napier Advisors June 2011 - August 2011
Skills
Financial Reporting, Analytics, Microsoft Office, Matlab, Actuarial Science, Accounting
Education
Massachusetts Institute of Technology 2010 — 2014
David Moder's Manning & Napier Advisors Experience August 2012 - Present
Job Business Analyst at Manning & Napier Advisors
Industry Research
Experience
Manning & Napier Advisors August 2012 - Present
Manning & Napier Advisors August 2006 - Present
The Right Place 2004 - 2006
Skills
SharePoint, Research, Training, Portfolio Management, Microsoft Excel, Microsoft Office, Social Media, Market Research, Strategy, Data Analysis, Management, Financial Analysis, Bloomberg, Financial Modeling, Microsoft Word, Project Management, Python, Investments, CAPM, Enterprise Library, Word, Excel, Outlook, R, FactSet, Capital IQ, ThomsonOne, Tableau
Education
Wayne State University 2006 — 2011
MLIS, Library and Information Science
Grand Valley State University 2000 — 2005
BS, Economics/Marketing
Manning & Napier Advisors August 2012 - Present
Manning & Napier Advisors August 2006 - Present
The Right Place 2004 - 2006
Skills
SharePoint, Research, Training, Portfolio Management, Microsoft Excel, Microsoft Office, Social Media, Market Research, Strategy, Data Analysis, Management, Financial Analysis, Bloomberg, Financial Modeling, Microsoft Word, Project Management, Python, Investments, CAPM, Enterprise Library, Word, Excel, Outlook, R, FactSet, Capital IQ, ThomsonOne, Tableau
Education
Wayne State University 2006 — 2011
MLIS, Library and Information Science
Grand Valley State University 2000 — 2005
BS, Economics/Marketing
Jess Finkle's Manning & Napier Advisors Experience September 2011 - Present
Job Compliance Analyst at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors September 2011 - Present
Deutsche Bank December 2008 - August 2011
Deutsche Bank Securities December 2008 - September 2010
Capital Financial Group February 2008 - November 2008
Skills
Legal Writing, Legal Research, Legal Compliance
Education
American University, Washington College of Law 2004 — 2007
Doctor of Law (J.D.)
Brandeis University 1997 — 2001
BA, Politica Science
Manning & Napier Advisors September 2011 - Present
Deutsche Bank December 2008 - August 2011
Deutsche Bank Securities December 2008 - September 2010
Capital Financial Group February 2008 - November 2008
Skills
Legal Writing, Legal Research, Legal Compliance
Education
American University, Washington College of Law 2004 — 2007
Doctor of Law (J.D.)
Brandeis University 1997 — 2001
BA, Politica Science
Matt St.Lucia's Manning & Napier Advisors Experience February 2004 - August 2006
Job Large Market Service Manager at Paychex
Industry Financial Services
Experience
Paychex March 2014 - Present
Paychex February 2010 - March 2014
Paychex January 2009 - April 2010
Paychex July 2007 - January 2009
New York Life November 2006 - July 2007
Manning & Napier Advisors February 2004 - August 2006
Goldman Sachs January 2001 - January 2004
Education
Marist College 1995 — 1999
Bachelor of Science, Management Information Systems
Paychex March 2014 - Present
Paychex February 2010 - March 2014
Paychex January 2009 - April 2010
Paychex July 2007 - January 2009
New York Life November 2006 - July 2007
Manning & Napier Advisors February 2004 - August 2006
Goldman Sachs January 2001 - January 2004
Education
Marist College 1995 — 1999
Bachelor of Science, Management Information Systems
Sue Call's Manning & Napier Advisors Experience March 2009 - Present
Job Manager of Research Administration at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors March 2009 - Present
Manning & Napier Advisors 1997 - 2009
Skills
Research, Bloomberg, Equity Research, Microsoft Office, Asset Management, Financial Modeling, Financial Analysis, Data Analysis, Asset Allocation, Mutual Funds
Education
Monroe Community College 1988 — 1990
Associate of Arts and Sciences (AAS), Marketing
Manning & Napier Advisors March 2009 - Present
Manning & Napier Advisors 1997 - 2009
Skills
Research, Bloomberg, Equity Research, Microsoft Office, Asset Management, Financial Modeling, Financial Analysis, Data Analysis, Asset Allocation, Mutual Funds
Education
Monroe Community College 1988 — 1990
Associate of Arts and Sciences (AAS), Marketing
Darrin Wizst's Manning & Napier Advisors Experience 2003 - 2006
Job Business Development Professional
Industry Outsourcing/Offshoring
Experience
Surge Resources, Inc. August 2012 - Present
Home Path Financial, L.P. October 2009 - April 2011
IBM October 2006 - February 2009
Manning & Napier Advisors 2003 - 2006
Citizens Advisors 2000 - 2002
Scudder Investments 1997 - 2000
State Street Global Advisors 1994 - 1997
Fidelity Investments 1991 - 1994
State Street Bank 1988 - 1991
Skills
Solution Selling, Account Management, Sales, CRM, Strategy, Business Development, Sales Operations, Program Management, Project Management, B2B, Portfolio Management, Risk Management, Business Strategy, Business Planning, Financial Services, Human Resources, Investments, Outsourcing, Marketing Strategy, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
Masters, Business Administration
University of Maine 1983 — 1988
BA, Public Management, Economics
Surge Resources, Inc. August 2012 - Present
Home Path Financial, L.P. October 2009 - April 2011
IBM October 2006 - February 2009
Manning & Napier Advisors 2003 - 2006
Citizens Advisors 2000 - 2002
Scudder Investments 1997 - 2000
State Street Global Advisors 1994 - 1997
Fidelity Investments 1991 - 1994
State Street Bank 1988 - 1991
Skills
Solution Selling, Account Management, Sales, CRM, Strategy, Business Development, Sales Operations, Program Management, Project Management, B2B, Portfolio Management, Risk Management, Business Strategy, Business Planning, Financial Services, Human Resources, Investments, Outsourcing, Marketing Strategy, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
Masters, Business Administration
University of Maine 1983 — 1988
BA, Public Management, Economics
Jonathan Beigle, CFA's Manning & Napier Advisors Experience January 2013 - Present
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
Tom Stevens's Manning & Napier Advisors Experience September 2003 - September 2004
Job Chief Financial Officer at Crain Communications, Inc.
Industry Publishing
Experience
Crain Communications May 2014 - Present
TES Investments LLC March 2010 - Present
ProQuest September 2013 - May 2014
ProQuest June 2010 - September 2013
Borders September 2009 - June 2010
Pulte Homes January 2007 - January 2009
Pulte Homes July 2005 - January 2007
Pulte Homes October 2004 - July 2005
Manning & Napier Advisors September 2003 - September 2004
Deloitte September 1999 - September 2001
Skills
Equity Valuation, Real Estate Economics, Mergers, Strategic Planning, Financial Modeling, Mergers & Acquisitions, Strategic Financial..., Strategy, Risk Management, Leadership, Forecasting, Analysis, Management, Finance
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Finance / Entrepreneurial Studies
Michigan State University 1993 — 1997
BA, Finance, Accounting
Crain Communications May 2014 - Present
TES Investments LLC March 2010 - Present
ProQuest September 2013 - May 2014
ProQuest June 2010 - September 2013
Borders September 2009 - June 2010
Pulte Homes January 2007 - January 2009
Pulte Homes July 2005 - January 2007
Pulte Homes October 2004 - July 2005
Manning & Napier Advisors September 2003 - September 2004
Deloitte September 1999 - September 2001
Skills
Equity Valuation, Real Estate Economics, Mergers, Strategic Planning, Financial Modeling, Mergers & Acquisitions, Strategic Financial..., Strategy, Risk Management, Leadership, Forecasting, Analysis, Management, Finance
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Finance / Entrepreneurial Studies
Michigan State University 1993 — 1997
BA, Finance, Accounting
Sara Fear-Meyer's Manning & Napier Advisors Experience 2008 - Present
Job MBA, Product Manager, Consumer Directed Health Care
Industry Financial Services
Experience
Manning & Napier Advisors 2008 - Present
Manning & Napier Advisors January 2006 - 2008
Manning & Napier Advisors August 2003 - 2006
Skills
Employee Benefits, Strategic Planning, Investments, Insurance, Health Insurance, Process Improvement, Financial Services, Business Analysis, Strategy, Analysis, Healthcare, Marketing, Program Management
Education
Medaille College 2003 — 2008
BBA, & MBA, Business Administration
University of Rochester 1999 — 2000
Computer Science, French
Manning & Napier Advisors 2008 - Present
Manning & Napier Advisors January 2006 - 2008
Manning & Napier Advisors August 2003 - 2006
Skills
Employee Benefits, Strategic Planning, Investments, Insurance, Health Insurance, Process Improvement, Financial Services, Business Analysis, Strategy, Analysis, Healthcare, Marketing, Program Management
Education
Medaille College 2003 — 2008
BBA, & MBA, Business Administration
University of Rochester 1999 — 2000
Computer Science, French
Perry Giovannelli's Manning & Napier Advisors Experience June 2002 - January 2006
Job Vice President at PNC Institutional Investments
Industry Investment Management
Experience
PNC Institutional Investments January 2007 - Present
Allegiant Asset Management Group/National City Bank January 2007 - December 2008
ADP January 2006 - January 2007
Manning & Napier Advisors June 2002 - January 2006
ADP May 1996 - June 2002
Skills
401k, Investment Management, Asset Management, Retirement, Portfolio Management, Mutual Funds, Asset Allocation, Series 63, Investments, Investment Advisory, Institutional..., Alternative Investments, Investment Strategies, Wealth Management, Series 6
Education
Indiana University of Pennsylvania 1991 — 1992
Masters, Industrial Labor Relations
Indiana University of Pennsylvania 1986 — 1991
B.S., Human Resources Mgt, Minor Economics
Leadership Pittsburgh
PNC Institutional Investments January 2007 - Present
Allegiant Asset Management Group/National City Bank January 2007 - December 2008
ADP January 2006 - January 2007
Manning & Napier Advisors June 2002 - January 2006
ADP May 1996 - June 2002
Skills
401k, Investment Management, Asset Management, Retirement, Portfolio Management, Mutual Funds, Asset Allocation, Series 63, Investments, Investment Advisory, Institutional..., Alternative Investments, Investment Strategies, Wealth Management, Series 6
Education
Indiana University of Pennsylvania 1991 — 1992
Masters, Industrial Labor Relations
Indiana University of Pennsylvania 1986 — 1991
B.S., Human Resources Mgt, Minor Economics
Leadership Pittsburgh
Amy Storey's Manning & Napier Advisors Experience 1994 - 1998
Job VP Advancement at Keuka College
Industry Fund-Raising
Experience
Keuka College March 2013 - Present
University of Rochester November 2007 - March 2013
Binghamton University September 2000 - November 2007
Manning & Napier Advisors 1994 - 1998
Skills
Fundraising, Donor Relations, Non-profits, Volunteer Management, Community Outreach, Special Events, Public Speaking, Event Planning, Annual Giving, Proposal Writing, Alumni Relations, Event Management, Higher Education, Nonprofits, Philanthropy, Program Development, Grant Writing, Strategic Planning, Grants, Program Management, Stewardship
Education
Binghamton University - School of Management 1991 — 1994
Bachelor of Science (BS), Management/Finance
Syracuse University 1990 — 1991
BS, Management - Finance
Keuka College March 2013 - Present
University of Rochester November 2007 - March 2013
Binghamton University September 2000 - November 2007
Manning & Napier Advisors 1994 - 1998
Skills
Fundraising, Donor Relations, Non-profits, Volunteer Management, Community Outreach, Special Events, Public Speaking, Event Planning, Annual Giving, Proposal Writing, Alumni Relations, Event Management, Higher Education, Nonprofits, Philanthropy, Program Development, Grant Writing, Strategic Planning, Grants, Program Management, Stewardship
Education
Binghamton University - School of Management 1991 — 1994
Bachelor of Science (BS), Management/Finance
Syracuse University 1990 — 1991
BS, Management - Finance
Jody Noreen's Manning & Napier Advisors Experience 2005 - 2007
Job Director Advancement Services & Strategic Relations at Franklin University
Industry Higher Education
Experience
Franklin University January 2010 - Present
Franklin University March 2007 - January 2010
Manning & Napier Advisors 2005 - 2007
Leadership Dublin 2000 - 2005
Information Data Systems 1990 - 1995
Bank One 1985 - 1990
Skills
Nonprofits, Higher Education, Event Planning, Management, Community Outreach, Public Speaking, Fundraising, Finance, Leadership, Leadership Development, Program Management, Business Strategy, Strategic Planning
Education
Franklin University 2007 — 2009
MBA
Carroll University
Bus Adm, Finance
Franklin University January 2010 - Present
Franklin University March 2007 - January 2010
Manning & Napier Advisors 2005 - 2007
Leadership Dublin 2000 - 2005
Information Data Systems 1990 - 1995
Bank One 1985 - 1990
Skills
Nonprofits, Higher Education, Event Planning, Management, Community Outreach, Public Speaking, Fundraising, Finance, Leadership, Leadership Development, Program Management, Business Strategy, Strategic Planning
Education
Franklin University 2007 — 2009
MBA
Carroll University
Bus Adm, Finance
Megan Broomfield's Manning & Napier Advisors Experience 1994 - 1999
Job PartnerMengel Metzger Barr & Co. LLP
Industry Accounting
Experience
Mengel, Metzger, Barr & Co. LLP September 1999 - Present
Manning & Napier Advisors 1994 - 1999
Skills
Financial Institutions, Employee Benefits, GAAP, Auditing, US GAAP, QuickBooks, Internal Controls, Corporate Tax, Tax Preparation, Assurance, Mergers & Acquisitions, Income Tax, Financial Analysis, CPA, Tax, Financial Reporting, Partnership Taxation
Education
Niagara University 1990 — 1994
Mengel, Metzger, Barr & Co. LLP September 1999 - Present
Manning & Napier Advisors 1994 - 1999
Skills
Financial Institutions, Employee Benefits, GAAP, Auditing, US GAAP, QuickBooks, Internal Controls, Corporate Tax, Tax Preparation, Assurance, Mergers & Acquisitions, Income Tax, Financial Analysis, CPA, Tax, Financial Reporting, Partnership Taxation
Education
Niagara University 1990 — 1994
Scott Pilchard's Manning & Napier Advisors Experience January 2001 - June 2015
Job Vice President Trust Officer at MidFirst Bank
Industry Investment Management
Experience
MidFirst Bank July 2015 - Present
Manning & Napier Advisors January 2001 - June 2015
Macken Financial Group 1994 - 2000
Lexington Capital Management 1992 - 1994
George-Good Corp. 1987 - 1989
Education
California Polytechnic State University-San Luis Obispo 1979 — 1984
Ag Business
MidFirst Bank July 2015 - Present
Manning & Napier Advisors January 2001 - June 2015
Macken Financial Group 1994 - 2000
Lexington Capital Management 1992 - 1994
George-Good Corp. 1987 - 1989
Education
California Polytechnic State University-San Luis Obispo 1979 — 1984
Ag Business
Brett Mirliani, CFA, CFP's Manning & Napier Advisors Experience December 2001 - May 2004
Job CoFounder & Director of Client Relations at Granite Harbor Asset Management, LLC
Industry Investment Management
Experience
Pinnacle Equity Solutions, Inc. September 2013 - March 2014
Global Symmetrics Group (Start-up) April 2012 - March 2014
MFS Investment Management May 2004 - April 2012
Manning & Napier Advisors December 2001 - May 2004
TD Waterhouse March 1994 - December 2001
Education
Saint Lawrence University 1989 — 1993
BA in Economics
Deerfield Academy 1988 — 1989
Boston Latin School 1982 — 1988
Pinnacle Equity Solutions, Inc. September 2013 - March 2014
Global Symmetrics Group (Start-up) April 2012 - March 2014
MFS Investment Management May 2004 - April 2012
Manning & Napier Advisors December 2001 - May 2004
TD Waterhouse March 1994 - December 2001
Education
Saint Lawrence University 1989 — 1993
BA in Economics
Deerfield Academy 1988 — 1989
Boston Latin School 1982 — 1988
Lauren Marino Casey's Manning & Napier Advisors Experience October 2002 - December 2004
Job Compliance Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2004 - Present
Manning & Napier Advisors October 2002 - December 2004
Education
Fordham University School of Law 2005 — 2009
JD
Cornell University 1998 — 2002
BS - Economics and Management
Morgan Stanley December 2004 - Present
Manning & Napier Advisors October 2002 - December 2004
Education
Fordham University School of Law 2005 — 2009
JD
Cornell University 1998 — 2002
BS - Economics and Management
Andrew Indovina's Manning & Napier Advisors Experience December 1994 - November 1996
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
Jennifer Rossiter's Manning & Napier Advisors Experience April 2000 - June 2009
Job Financial Analyst at Bosch Security Systems
Industry Accounting
Experience
Bosch Security Systems June 2009 - Present
Manning & Napier Advisors April 2000 - June 2009
Wegmans Food Markets 1998 - 2004
Manning & Napier Advisors June 1999 - April 2000
Education
State University of New York College at Geneseo 1997 — 1999
B.S., Accounting
Monroe Community College 1995 — 1997
Associate, Busiess Administration
Bosch Security Systems June 2009 - Present
Manning & Napier Advisors April 2000 - June 2009
Wegmans Food Markets 1998 - 2004
Manning & Napier Advisors June 1999 - April 2000
Education
State University of New York College at Geneseo 1997 — 1999
B.S., Accounting
Monroe Community College 1995 — 1997
Associate, Busiess Administration
Bridget Pereira's Manning & Napier Advisors Experience March 2012 - May 2015
Job Fund Reporting Manager at Manning & Napier Advisors
Industry Accounting
Experience
Manning & Napier Advisors March 2012 - May 2015
Halt, Buzas & Powell, Ltd. June 2008 - January 2014
Jackson National Life January 2007 - June 2008
Sterling Jewelers March 2004 - June 2007
Skills
Accounting, Financial Reporting, General Ledger, QuickBooks, Auditing, Internal Controls, GAAP, Financial Analysis, Tax, Financial Accounting, Account Reconciliation, Tax Preparation, Sarbanes-Oxley Act, Income Tax
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2007
MBA, Information Systems
Loyola University of Chicago 2003 — 2006
Bachelor of Business Administration (BBA), Accounting and Economics
Manning & Napier Advisors March 2012 - May 2015
Halt, Buzas & Powell, Ltd. June 2008 - January 2014
Jackson National Life January 2007 - June 2008
Sterling Jewelers March 2004 - June 2007
Skills
Accounting, Financial Reporting, General Ledger, QuickBooks, Auditing, Internal Controls, GAAP, Financial Analysis, Tax, Financial Accounting, Account Reconciliation, Tax Preparation, Sarbanes-Oxley Act, Income Tax
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2007
MBA, Information Systems
Loyola University of Chicago 2003 — 2006
Bachelor of Business Administration (BBA), Accounting and Economics
Alex Kreutter's Manning & Napier Advisors Experience January 2013 - May 2014
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
Amy Dann's Manning & Napier Advisors Experience April 1997 - May 1998
Job Litigation Administrative Assistant at Harris Beach
Industry Legal Services
Experience
Harris Beach May 1998 - Present
Manning & Napier Advisors April 1997 - May 1998
Harter Secrest & Emery LLP October 1996 - April 1997
Staples November 1990 - October 1996
Education
Rochester Institute of Technology 1994 — 1996
Bachelors, Liberal Arts
Monroe Community College 1992 — 1994
Associates, Liberal Arts
Harris Beach May 1998 - Present
Manning & Napier Advisors April 1997 - May 1998
Harter Secrest & Emery LLP October 1996 - April 1997
Staples November 1990 - October 1996
Education
Rochester Institute of Technology 1994 — 1996
Bachelors, Liberal Arts
Monroe Community College 1992 — 1994
Associates, Liberal Arts
Elizabeth McGrath's Manning & Napier Advisors Experience February 2009 - April 2010
Job Recruiting Specialist at Farmers Insurance Group of Companies
Industry Staffing and Recruiting
Experience
Farmers Insurance Group of Companies July 2015 - Present
Democrat and Chronicle April 2013 - July 2015
Alzheimer's Association August 2012 - October 2012
Lawley March 2012 - June 2012
Manning and Napier Benefits, LLC May 2010 - March 2012
Manning & Napier Advisors February 2009 - April 2010
Skills
Event Management, Social Media, Microsoft Office, Project Management, Facebook, Social Media Marketing, Advertising, Event Planning, Marketing Communications, Marketing, Digital Marketing, Salesforce.com, Sales Process, CareerBuilder, Recruitment Advertising, Advertising Sales, Online Advertising, Account Management, Digital Media, Social Networking
Education
Duquesne University 2005 — 2008
Bachelor of Arts, Art History
Farmers Insurance Group of Companies July 2015 - Present
Democrat and Chronicle April 2013 - July 2015
Alzheimer's Association August 2012 - October 2012
Lawley March 2012 - June 2012
Manning and Napier Benefits, LLC May 2010 - March 2012
Manning & Napier Advisors February 2009 - April 2010
Skills
Event Management, Social Media, Microsoft Office, Project Management, Facebook, Social Media Marketing, Advertising, Event Planning, Marketing Communications, Marketing, Digital Marketing, Salesforce.com, Sales Process, CareerBuilder, Recruitment Advertising, Advertising Sales, Online Advertising, Account Management, Digital Media, Social Networking
Education
Duquesne University 2005 — 2008
Bachelor of Arts, Art History
David M Earnest's Manning & Napier Advisors Experience August 2000 - March 2003
Job Portfolio Manager Technology at Folger Hill
Industry Investment Management
Experience
Folger Hill January 2015 - Present
PAR Capital Management August 2007 - December 2014
MFS Investment Management March 2003 - May 2007
Manning & Napier Advisors August 2000 - March 2003
FTN Midwest Securities June 1999 - August 2000
ValMark Securities April 1996 - August 1998
Skills
Equity Research, Mutual Funds, Investments, Equities, Alternative Investments, Social Skills, Portfolio Management, Valuation, Asset Management, Hedge Funds, Trading
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 1999
MBA, Finance
Cuyahoga Falls High School 1989 — 1990
Kent State University
The Ohio State University
The Ohio State University
Folger Hill January 2015 - Present
PAR Capital Management August 2007 - December 2014
MFS Investment Management March 2003 - May 2007
Manning & Napier Advisors August 2000 - March 2003
FTN Midwest Securities June 1999 - August 2000
ValMark Securities April 1996 - August 1998
Skills
Equity Research, Mutual Funds, Investments, Equities, Alternative Investments, Social Skills, Portfolio Management, Valuation, Asset Management, Hedge Funds, Trading
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 1999
MBA, Finance
Cuyahoga Falls High School 1989 — 1990
Kent State University
The Ohio State University
The Ohio State University
Scott Allocco's Manning & Napier Advisors Experience 1995 - 1996
Job Investment Product Research at TIAACREF
Industry Investment Management
Experience
TIAA-CREF January 2013 - Present
TIAA-CREF June 2004 - December 2012
TIAA-CREF March 2003 - June 2004
General Motors June 2001 - August 2001
Credit Suisse 1997 - 2000
Manning & Napier Advisors 1995 - 1996
Skills
Investments, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance, Cum Laude Graduate
Saint John Fisher College 1990 — 1994
BA, Economics, Magna Cum Laude Graduate
Richmond, The American International University in London 1993 — 1993
TIAA-CREF January 2013 - Present
TIAA-CREF June 2004 - December 2012
TIAA-CREF March 2003 - June 2004
General Motors June 2001 - August 2001
Credit Suisse 1997 - 2000
Manning & Napier Advisors 1995 - 1996
Skills
Investments, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance, Cum Laude Graduate
Saint John Fisher College 1990 — 1994
BA, Economics, Magna Cum Laude Graduate
Richmond, The American International University in London 1993 — 1993
Kelly Colaprete's Manning & Napier Advisors Experience May 2013 - September 2014
Job Manager, Operational Risk at HSBC Bank USA
Industry Financial Services
Experience
HSBC Bank USA September 2014 - Present
Manning & Napier Advisors May 2013 - September 2014
HSBC February 2011 - May 2013
M&T Securities October 2007 - January 2011
Canisius College 2010 - 2011
Skills
Operational Risk..., Compliance, Securities, Risk Management, Strategy
Education
Canisius College 2004 — 2006
MS, Communication & Leadership
Canisius College 1998 — 2002
BA
HSBC Bank USA September 2014 - Present
Manning & Napier Advisors May 2013 - September 2014
HSBC February 2011 - May 2013
M&T Securities October 2007 - January 2011
Canisius College 2010 - 2011
Skills
Operational Risk..., Compliance, Securities, Risk Management, Strategy
Education
Canisius College 2004 — 2006
MS, Communication & Leadership
Canisius College 1998 — 2002
BA
Jason Pariseau's Manning & Napier Advisors Experience March 2012 - November 2013
Job IT Project Manager at Excellus BCBS
Industry Market Research
Experience
Excellus BCBS May 2014 - Present
Emerge Partners November 2013 - May 2014
Manning & Napier Advisors March 2012 - November 2013
Thomson Reuters February 2004 - March 2012
Skills
Business Analysis, Project Management, Vendor Management, Process Improvement, Business Development, SDLC, Account Management, Customer Service, Change Management, Microsoft Office, Requirements Analysis, Program Management, IT Strategy, Sales, Microsoft Excel, Strategic Planning, Business Strategy, Litigation Support, Agile Methodologies
Education
Ball State University 1993 — 1997
Bachelor's Degree, English, 3.8
Excellus BCBS May 2014 - Present
Emerge Partners November 2013 - May 2014
Manning & Napier Advisors March 2012 - November 2013
Thomson Reuters February 2004 - March 2012
Skills
Business Analysis, Project Management, Vendor Management, Process Improvement, Business Development, SDLC, Account Management, Customer Service, Change Management, Microsoft Office, Requirements Analysis, Program Management, IT Strategy, Sales, Microsoft Excel, Strategic Planning, Business Strategy, Litigation Support, Agile Methodologies
Education
Ball State University 1993 — 1997
Bachelor's Degree, English, 3.8
Christina Ingerson's Manning & Napier Advisors Experience August 2007 - Present
Job Corporate Tax Manager at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors August 2007 - Present
Education
Le Moyne College 1995 — 1999
Accounting
Manning & Napier Advisors August 2007 - Present
Education
Le Moyne College 1995 — 1999
Accounting
Otto Odendahl's Manning & Napier Advisors Experience June 2000 - Present
Job Vice President at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors June 2000 - Present
Goldman Sachs Asset Management April 1995 - April 2000
Lehman Brothers September 1991 - March 1995
First Chicago September 1988 - August 1991
JPMorgan Chase (formerly First Chicago Corp) 1988 - 1991
Hilliard Lyons September 1981 - May 1987
Education
Northwestern University - Kellogg School of Management 1987 — 1988
MBA, Finance
Indiana University Bloomington 1978 — 1982
BS, Business
Manning & Napier Advisors June 2000 - Present
Goldman Sachs Asset Management April 1995 - April 2000
Lehman Brothers September 1991 - March 1995
First Chicago September 1988 - August 1991
JPMorgan Chase (formerly First Chicago Corp) 1988 - 1991
Hilliard Lyons September 1981 - May 1987
Education
Northwestern University - Kellogg School of Management 1987 — 1988
MBA, Finance
Indiana University Bloomington 1978 — 1982
BS, Business
Jeff Herrmann's Manning & Napier Advisors Experience 1992 - Present
Job CoDirector of Research at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors 1992 - Present
Skills
Equities, Equity Research, Investments, Bloomberg, Portfolio Management, Quantitative Analytics, Valuation, Asset Managment, Mutual Funds, Financial Modeling, Economics, Statistics, Financial Analysis, Capital Markets, Securities, Data Analysis, Analysis, Trading, Market Research, Series 7
Education
Clarkson University 1982 — 1986
BS, Chemistry, Finance
Manning & Napier Advisors 1992 - Present
Skills
Equities, Equity Research, Investments, Bloomberg, Portfolio Management, Quantitative Analytics, Valuation, Asset Managment, Mutual Funds, Financial Modeling, Economics, Statistics, Financial Analysis, Capital Markets, Securities, Data Analysis, Analysis, Trading, Market Research, Series 7
Education
Clarkson University 1982 — 1986
BS, Chemistry, Finance
Daniel Sigler's Manning & Napier Advisors Experience 2008 - 2010
Job Investment Analyst at Coburn Ventures
Industry Investment Management
Experience
Coburn Ventures 2011 - Present
JHL Capital Group LLC 2010 - 2011
Manning & Napier Advisors 2008 - 2010
Education
Harvard University 2004 — 2008
BA, Economics
Coburn Ventures 2011 - Present
JHL Capital Group LLC 2010 - 2011
Manning & Napier Advisors 2008 - 2010
Education
Harvard University 2004 — 2008
BA, Economics
Candice Kerchner's Manning & Napier Advisors Experience December 2006 - July 2012
Job Administrative Assistant, Community Outreach at Molina Healthcare
Industry Financial Services
Experience
Molina Healthcare November 2012 - June 2013
JCPenney August 2012 - December 2012
Manning & Napier Advisors December 2006 - July 2012
Meijer February 2004 - March 2007
Skills
Outlook, Social Media, Microsoft Excel, Customer Service, Sales, Microsoft Word
Education
Kaplan College-Columbus 2004 — 2006
Associates, Business Applications
Molina Healthcare November 2012 - June 2013
JCPenney August 2012 - December 2012
Manning & Napier Advisors December 2006 - July 2012
Meijer February 2004 - March 2007
Skills
Outlook, Social Media, Microsoft Excel, Customer Service, Sales, Microsoft Word
Education
Kaplan College-Columbus 2004 — 2006
Associates, Business Applications
Kyle Zess's Manning & Napier Advisors Experience October 2013 - Present
Job Quality Assurance Analyst at Manning & Napier Advisors
Industry Computer Software
Experience
Manning & Napier Advisors October 2013 - Present
IBM September 2008 - July 2013
IBM May 2006 - September 2008
Skills
Unix, Linux, Software Development, Perl, Shell Scripting, C, Testing, Verilog, Eclipse, C++, VHDL, Logic Synthesis, ASIC, Debugging, Windows, CVS, ClearCase, ClearQuest, CMVC, Xilinx ISE, SPICE, CMOS, VLSI, Root Cause Analysis, NCSim, Test Automation, Static Timing Analysis, TCL, Physical Design, EDA, Computer Architecture, Logic Design, Functional Verification, Processors, Embedded Systems, RTL design, Simulations, Microprocessors, Hardware Architecture, Timing Closure, SoC, Semiconductors, SystemVerilog, Embedded Software, System Architecture, Firmware, IC, Circuit Design, Cadence Virtuoso, Integrated Circuit...
Education
Clarkson University 2002 — 2006
B.S. with Honors, Computer Engineering
Manning & Napier Advisors October 2013 - Present
IBM September 2008 - July 2013
IBM May 2006 - September 2008
Skills
Unix, Linux, Software Development, Perl, Shell Scripting, C, Testing, Verilog, Eclipse, C++, VHDL, Logic Synthesis, ASIC, Debugging, Windows, CVS, ClearCase, ClearQuest, CMVC, Xilinx ISE, SPICE, CMOS, VLSI, Root Cause Analysis, NCSim, Test Automation, Static Timing Analysis, TCL, Physical Design, EDA, Computer Architecture, Logic Design, Functional Verification, Processors, Embedded Systems, RTL design, Simulations, Microprocessors, Hardware Architecture, Timing Closure, SoC, Semiconductors, SystemVerilog, Embedded Software, System Architecture, Firmware, IC, Circuit Design, Cadence Virtuoso, Integrated Circuit...
Education
Clarkson University 2002 — 2006
B.S. with Honors, Computer Engineering
Jacob Boak, CFA's Manning & Napier Advisors Experience August 2012 - Present
Job Equity Research Analyst at Manning & Napier Advisors
Industry Capital Markets
Experience
Manning & Napier Advisors August 2012 - Present
Manning & Napier Advisors January 2008 - August 2012
Bryce Capital Management, LLC January 2006 - January 2008
Skills
Equity Research, Bloomberg, Equities, Quantitative Analytics, Valuation, Financial Modeling, Investments, Investment Management, Capital Markets, Asset Allocation, Portfolio Management, Bloomberg Terminal, Alternative Investments
Education
Hobart College 2002 — 2006
Bachelor of Arts (B.A.), Economics
The Kent School 2000 — 2002
Manning & Napier Advisors August 2012 - Present
Manning & Napier Advisors January 2008 - August 2012
Bryce Capital Management, LLC January 2006 - January 2008
Skills
Equity Research, Bloomberg, Equities, Quantitative Analytics, Valuation, Financial Modeling, Investments, Investment Management, Capital Markets, Asset Allocation, Portfolio Management, Bloomberg Terminal, Alternative Investments
Education
Hobart College 2002 — 2006
Bachelor of Arts (B.A.), Economics
The Kent School 2000 — 2002
Joe Simmons, CFA's Manning & Napier Advisors Experience April 2003 - May 2006
Job Director, Stable Value Sales at New York Life
Industry Financial Services
Experience
New York Life April 2013 - Present
New York Life Retirement Plan Services May 2006 - April 2013
Manning & Napier Advisors April 2003 - May 2006
Fidelity Investments 2001 - 2003
Fidelity Investments Institutional Services (FIIS) 1993 - 1997
Skills
Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Asset Management, Financial Services, Investments, Portfolio Management, Retirement, Retirement Planning, Series 6
Education
Northeastern University 1985 — 1990
Finance, Finance, General
Northeastern University - Graduate School of Business Administration
MBA
New York Life April 2013 - Present
New York Life Retirement Plan Services May 2006 - April 2013
Manning & Napier Advisors April 2003 - May 2006
Fidelity Investments 2001 - 2003
Fidelity Investments Institutional Services (FIIS) 1993 - 1997
Skills
Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Asset Management, Financial Services, Investments, Portfolio Management, Retirement, Retirement Planning, Series 6
Education
Northeastern University 1985 — 1990
Finance, Finance, General
Northeastern University - Graduate School of Business Administration
MBA
Nick Ruggieri's Manning & Napier Advisors Experience 2003 - 2005
Job Market Intelligence Analyst at Xerox
Industry Information Technology and Services
Experience
Xerox November 2014 - Present
Consumer Insights May 2013 - November 2014
Consumer Insights 2011 - 2013
Self-Employed 2008 - 2010
Payden & Rygel 2005 - 2007
Manning & Napier Advisors 2003 - 2005
Skills
Fixed Income, Market Research, Quantitative Research, Equities, Data Analysis, Quantitative Analytics, Financial Modeling, SPSS, Analytics, Bloomberg, Financial Analysis, Forecasting, Portfolio Management, Microsoft Excel, Trading, Investments, SAS
Education
Cornell University 1999 — 2003
B.S., Business, Statistics
PENFIELD HIGH SCHOOL
Xerox November 2014 - Present
Consumer Insights May 2013 - November 2014
Consumer Insights 2011 - 2013
Self-Employed 2008 - 2010
Payden & Rygel 2005 - 2007
Manning & Napier Advisors 2003 - 2005
Skills
Fixed Income, Market Research, Quantitative Research, Equities, Data Analysis, Quantitative Analytics, Financial Modeling, SPSS, Analytics, Bloomberg, Financial Analysis, Forecasting, Portfolio Management, Microsoft Excel, Trading, Investments, SAS
Education
Cornell University 1999 — 2003
B.S., Business, Statistics
PENFIELD HIGH SCHOOL
Kim Hausmann's Manning & Napier Advisors Experience May 2007 - August 2007
Job Program Specialist at Google
Industry Internet
Experience
Google March 2014 - Present
Airbo December 2011 - December 2013
Towers Watson July 2008 - December 2011
Manning & Napier Advisors May 2007 - August 2007
Liberty Mutual Insurance May 2006 - August 2006
Skills
Organizational Design, HR Consulting, Change Management, Employee Engagement, Organizational..., Social Media, SaaS, Human Resources, Management Consulting, Employee Benefits, Consulting, Product Development, Program Management, Management
Education
University of Rochester 2005 — 2008
Bachelor of Arts (BA), Economics
Colby College 2004 — 2005
Google March 2014 - Present
Airbo December 2011 - December 2013
Towers Watson July 2008 - December 2011
Manning & Napier Advisors May 2007 - August 2007
Liberty Mutual Insurance May 2006 - August 2006
Skills
Organizational Design, HR Consulting, Change Management, Employee Engagement, Organizational..., Social Media, SaaS, Human Resources, Management Consulting, Employee Benefits, Consulting, Product Development, Program Management, Management
Education
University of Rochester 2005 — 2008
Bachelor of Arts (BA), Economics
Colby College 2004 — 2005
Jesse McCarthy's Manning & Napier Advisors Experience July 2007 - January 2010
Job Sales Associate
Industry Security and Investigations
Experience
Securitronics Company April 2015 - Present
PrintRoc Inc February 2012 - Present
Monroe County Fair & Recreation Asscoiation Inc November 2011 - December 2012
HUNT Realty Group, LLC July 2010 - September 2011
Manning & Napier Advisors July 2007 - January 2010
Paychex March 2003 - July 2007
Education
St. John Fisher College 2001 — 2003
Monroe Community College 2000 — 2001
Securitronics Company April 2015 - Present
PrintRoc Inc February 2012 - Present
Monroe County Fair & Recreation Asscoiation Inc November 2011 - December 2012
HUNT Realty Group, LLC July 2010 - September 2011
Manning & Napier Advisors July 2007 - January 2010
Paychex March 2003 - July 2007
Education
St. John Fisher College 2001 — 2003
Monroe Community College 2000 — 2001
John Vietz's Manning & Napier Advisors Experience July 1999 - August 2001
Job International Equity Investor with experience in both quantitative and fundamental analysis
Industry Investment Management
Experience
Batterymarch Financial Management July 2003 - March 2010
Manning & Napier Advisors July 1999 - August 2001
Habitat for Humanity International July 1998 - June 1999
BARRA RogersCasey August 1994 - June 1998
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Finance
University of Pennsylvania - The Wharton School 1990 — 1994
BS, International Management
Batterymarch Financial Management July 2003 - March 2010
Manning & Napier Advisors July 1999 - August 2001
Habitat for Humanity International July 1998 - June 1999
BARRA RogersCasey August 1994 - June 1998
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Finance
University of Pennsylvania - The Wharton School 1990 — 1994
BS, International Management
Tyler Rogers's Manning & Napier Advisors Experience April 2011 - March 2014
Job Retirement Services Client Relationship Account Manager at Paychex
Industry Investment Management
Shane Degnan's Manning & Napier Advisors Experience January 2013 - Present
Job Operations Supervisor at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors January 2013 - Present
Manning & Napier Advisors September 2012 - January 2013
Manning & Napier Advisors March 2012 - September 2012
Wegmans Food Markets October 2011 - December 2011
Wegmans Food Markets June 2010 - October 2011
Wegmans Food Markets June 2007 - June 2010
Wegmans Food Markets March 2006 - June 2007
Wegmans Food Markets September 2004 - March 2006
US Army July 2003 - June 2004
Loomis, Fargo, & Co. June 2002 - December 2003
Skills
Leadership, Management, Training, Customer Satisfaction, Customer Service, Performance Management, Continuous Improvement, Business Process
Education
Nazareth College of Rochester 2006 — 2011
B.S., Business Administration/ Economics
Manning & Napier Advisors January 2013 - Present
Manning & Napier Advisors September 2012 - January 2013
Manning & Napier Advisors March 2012 - September 2012
Wegmans Food Markets October 2011 - December 2011
Wegmans Food Markets June 2010 - October 2011
Wegmans Food Markets June 2007 - June 2010
Wegmans Food Markets March 2006 - June 2007
Wegmans Food Markets September 2004 - March 2006
US Army July 2003 - June 2004
Loomis, Fargo, & Co. June 2002 - December 2003
Skills
Leadership, Management, Training, Customer Satisfaction, Customer Service, Performance Management, Continuous Improvement, Business Process
Education
Nazareth College of Rochester 2006 — 2011
B.S., Business Administration/ Economics
Valerie Lindenmuth's Manning & Napier Advisors Experience 1997 - Present
Job Fund Services Manager at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors 1997 - Present
Skills
Separately Managed..., Asset Allocation, Mutual Funds, Series 63, Investments, Asset Managment, Investment Management, Series 6, Investment Advisory, FINRA, Investment Strategies, Equities, Wealth Management, 401k, Retirement, Series 26
Education
Gannon University 1993 — 1997
Bachelor of Arts, Criminal Justice
Riverside high school
Manning & Napier Advisors 1997 - Present
Skills
Separately Managed..., Asset Allocation, Mutual Funds, Series 63, Investments, Asset Managment, Investment Management, Series 6, Investment Advisory, FINRA, Investment Strategies, Equities, Wealth Management, 401k, Retirement, Series 26
Education
Gannon University 1993 — 1997
Bachelor of Arts, Criminal Justice
Riverside high school
John P. Leary's Manning & Napier Advisors Experience 2005 - 2011
Job Financial Associate at Thrivent Financial
Industry Investment Management
Experience
Thrivent Financial November 2013 - Present
Champlain Capital Partners November 2011 - October 2013
Manning & Napier Advisors 2005 - 2011
Manning & Napier Advisors January 2002 - February 2005
JPMorgan Chase March 1995 - December 2001
Skills
Investment Management, Equities, Investment Strategies, Asset Allocation, Equity Research, Alternative Investments, Mutual Funds, Investment Advisory, Bloomberg, Asset Management, Fixed Income, Series 7, Investments, Portfolio Management, Separately Managed..., Series 63, Valuation, Wealth Management, ETFs, Securities, Capital Markets
Education
Marist College
Bachelor of Science (BS), Accounting and Finance
Thrivent Financial November 2013 - Present
Champlain Capital Partners November 2011 - October 2013
Manning & Napier Advisors 2005 - 2011
Manning & Napier Advisors January 2002 - February 2005
JPMorgan Chase March 1995 - December 2001
Skills
Investment Management, Equities, Investment Strategies, Asset Allocation, Equity Research, Alternative Investments, Mutual Funds, Investment Advisory, Bloomberg, Asset Management, Fixed Income, Series 7, Investments, Portfolio Management, Separately Managed..., Series 63, Valuation, Wealth Management, ETFs, Securities, Capital Markets
Education
Marist College
Bachelor of Science (BS), Accounting and Finance
Mary Ann DuPre''s Manning & Napier Advisors Experience August 2011 - September 2012
Job Administrative Professional
Industry Investment Management
Experience
Manning & Napier Advisors August 2011 - September 2012
Central New York Weight Loss (DBA Jennie Craig) May 2010 - August 2011
The Farash Corporation June 2007 - March 2010
Briar Lakes Productions, Inc. June 2004 - February 2007
Bass Pro Shops/Outdoor World June 2000 - June 2004
Office Depot October 1998 - March 2000
PetSmart February 1995 - October 1998
Pet World, Inc. October 1982 - February 1995
Skills
Multi-unit Retail..., Executive..., retail operations..., Events Coordination, Trade Show Exhibitor, Microsoft Office, P&L Responsibility, Inventory Management, Accounts Receivable, Self-starter, Close Attention to...
Education
Monroe Community College 1989 — 1992
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 4.0
Manning & Napier Advisors August 2011 - September 2012
Central New York Weight Loss (DBA Jennie Craig) May 2010 - August 2011
The Farash Corporation June 2007 - March 2010
Briar Lakes Productions, Inc. June 2004 - February 2007
Bass Pro Shops/Outdoor World June 2000 - June 2004
Office Depot October 1998 - March 2000
PetSmart February 1995 - October 1998
Pet World, Inc. October 1982 - February 1995
Skills
Multi-unit Retail..., Executive..., retail operations..., Events Coordination, Trade Show Exhibitor, Microsoft Office, P&L Responsibility, Inventory Management, Accounts Receivable, Self-starter, Close Attention to...
Education
Monroe Community College 1989 — 1992
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 4.0
Russell Mergelas's Manning & Napier Advisors Experience March 2008 - Present
Job Vice President Institutional Group Canada
Industry Investment Management
Experience
Manning & Napier Advisors March 2008 - Present
Brockhouse Cooper January 2000 - March 2008
Skills
Equities, Asset Management
Education
Laurentian University/Université Laurentienne
Manning & Napier Advisors March 2008 - Present
Brockhouse Cooper January 2000 - March 2008
Skills
Equities, Asset Management
Education
Laurentian University/Université Laurentienne
Vinnie Rubert's Manning & Napier Advisors Experience September 2013 - Present
Job Reconciler at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors September 2013 - Present
Nazareth College August 2011 - May 2013
Wilmorite Management Group LLC July 2011 - December 2012
Regal Entertainment Group November 2007 - March 2009
Skills
Customer Service, Investment Strategies, Investments, Event Planning, HTML, PHP, MySQL, Microsoft Office, Security Policy
Education
Nazareth College of Rochester 2009 — 2013
Bachelor of Arts (B.A.), Economics, Minor in Information Technology
Manning & Napier Advisors September 2013 - Present
Nazareth College August 2011 - May 2013
Wilmorite Management Group LLC July 2011 - December 2012
Regal Entertainment Group November 2007 - March 2009
Skills
Customer Service, Investment Strategies, Investments, Event Planning, HTML, PHP, MySQL, Microsoft Office, Security Policy
Education
Nazareth College of Rochester 2009 — 2013
Bachelor of Arts (B.A.), Economics, Minor in Information Technology
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group