Manning & Napier Advisors
Industry: Investment management company
DescriptionHeadquarters: Fairport, NY Founded: 1970 Subsidiaries: Rainier Investment Management, LLC,
Manning & Napier Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Manning & Napier Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Manning & Napier Advisors Salaries. You can even request information on how much does Manning & Napier Advisors pay if you want to. Learn about salaries, pros and cons of working for Manning & Napier Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
337 Manning & Napier Advisors employees in database. Find out everything there's to know about Manning & Napier Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Manning & Napier Advisors Employees
Employee
Years
Job
Industry
Craig Gingerich Craig Gingerich's Manning & Napier Advisors Experience July 2013 - August 2014
Job Retirement Plan Specialist at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc August 2014 - Present
Manning & Napier Advisors July 2013 - August 2014
Route 78 Pub May 2009 - July 2013
Empire Digital Signs, LLC February 2013 - May 2013
Business and Finance Club August 2012 - May 2013
First Investors Corporation May 2012 - August 2012
Lobel's of New York August 2011 - December 2011
Boy Scouts of America September 2001 - May 2007
Skills
Market Research, Microsoft Office, Marketing Research, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Windows, Sales, SPSS, Multi Tasking, Volleyball, Hockey, Windows 7, Digital Signage, Public Relations, Social Media Marketing, Marketing
Education
State University of New York College at Brockport 2009 — 2013
Bachelors' Degrees, Business Marketing, 3.59
Holland Central High School 2005 — 2009
Advanced Regents Diploma, General Studies
Sage Rutty & Co., Inc August 2014 - Present
Manning & Napier Advisors July 2013 - August 2014
Route 78 Pub May 2009 - July 2013
Empire Digital Signs, LLC February 2013 - May 2013
Business and Finance Club August 2012 - May 2013
First Investors Corporation May 2012 - August 2012
Lobel's of New York August 2011 - December 2011
Boy Scouts of America September 2001 - May 2007
Skills
Market Research, Microsoft Office, Marketing Research, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Windows, Sales, SPSS, Multi Tasking, Volleyball, Hockey, Windows 7, Digital Signage, Public Relations, Social Media Marketing, Marketing
Education
State University of New York College at Brockport 2009 — 2013
Bachelors' Degrees, Business Marketing, 3.59
Holland Central High School 2005 — 2009
Advanced Regents Diploma, General Studies
Eric J Holmes, CFA Eric J Holmes, CFA's Manning & Napier Advisors Experience February 1994 - February 1999
Job Partner at Foundry Partners, LLC
Industry Investment Management
Experience
Foundry Partners, LLC January 2014 - Present
Foundry Partners, LLC February 2013 - Present
Fifth Third Asset Management February 2003 - January 2013
Victory Capital Management July 1999 - February 2003
Manning & Napier Advisors February 1994 - February 1999
Skills
Equity Research, Equities, Valuation, Asset Managment, Asset Allocation, Investments, Portfolio Management, Asset Management, Equity Valuation, Capital Markets, Investment Management, Finance, Analysis, Mutual Funds, Competitive Analysis, Investment Strategies, Wealth Management, Financial Modeling
Education
Rochester Institute of Technology 1992 — 1994
MBA, Finance
State University of New York College at Geneseo 1988 — 1992
BA, Economics
Foundry Partners, LLC January 2014 - Present
Foundry Partners, LLC February 2013 - Present
Fifth Third Asset Management February 2003 - January 2013
Victory Capital Management July 1999 - February 2003
Manning & Napier Advisors February 1994 - February 1999
Skills
Equity Research, Equities, Valuation, Asset Managment, Asset Allocation, Investments, Portfolio Management, Asset Management, Equity Valuation, Capital Markets, Investment Management, Finance, Analysis, Mutual Funds, Competitive Analysis, Investment Strategies, Wealth Management, Financial Modeling
Education
Rochester Institute of Technology 1992 — 1994
MBA, Finance
State University of New York College at Geneseo 1988 — 1992
BA, Economics
Anitra Manca Thompson's Manning & Napier Advisors Experience November 2005 - June 2007
Job Marketing + Photography Consultant
Industry Marketing and Advertising
Experience
Anitra Photography December 2011 - Present
DMD Data Systems May 2008 - July 2012
Manning & Napier Advisors November 2005 - June 2007
Harris Beach PLLC July 2000 - November 2005
Skills
Marketing Communications, Marketing Strategy, Public Relations, Newsletters, Social Media Marketing, Brand Development, Social Media, Event Management, Logo Design, Social Networking, Strategic Partnerships, Start-ups, Strategy, Photography, Trade Shows, Adobe Creative Suite, CRM, Branding & Identity, CMS, Creative Services, Marketing Budget..., Email Marketing, Creative Writing, HTML/XML, Partner Marketing, Web Applications, Website Development, Website Management, Forecasting, Digital Marketing, Corporate Social..., Creative Direction, Copy Editing, Portrait Photography
Education
Rochester Institute of Technology 1998 — 2000
BS, Professional & Technical Communications
Anitra Photography December 2011 - Present
DMD Data Systems May 2008 - July 2012
Manning & Napier Advisors November 2005 - June 2007
Harris Beach PLLC July 2000 - November 2005
Skills
Marketing Communications, Marketing Strategy, Public Relations, Newsletters, Social Media Marketing, Brand Development, Social Media, Event Management, Logo Design, Social Networking, Strategic Partnerships, Start-ups, Strategy, Photography, Trade Shows, Adobe Creative Suite, CRM, Branding & Identity, CMS, Creative Services, Marketing Budget..., Email Marketing, Creative Writing, HTML/XML, Partner Marketing, Web Applications, Website Development, Website Management, Forecasting, Digital Marketing, Corporate Social..., Creative Direction, Copy Editing, Portrait Photography
Education
Rochester Institute of Technology 1998 — 2000
BS, Professional & Technical Communications
Vincent Yacuzzo Vincent Yacuzzo's Manning & Napier Advisors Experience November 2011 - September 2013
Job Vice President and Controller at Canandaigua National Bank & Trust
Industry Banking
Experience
Canandaigua National Bank & Trust October 2013 - Present
Manning & Napier Advisors November 2011 - September 2013
KPMG September 2005 - November 2011
Skills
US GAAP, Auditing, Financial Reporting, Internal Controls, SEC filings, GAAP, Sarbanes-Oxley Act, External Audit, Accounting, CPA, Finance, Financial Accounting, SEC Filings, Sarbanes-Oxley
Education
St. John Fisher College
BS Accounting, Accounting/Finance/Business
Canandaigua National Bank & Trust October 2013 - Present
Manning & Napier Advisors November 2011 - September 2013
KPMG September 2005 - November 2011
Skills
US GAAP, Auditing, Financial Reporting, Internal Controls, SEC filings, GAAP, Sarbanes-Oxley Act, External Audit, Accounting, CPA, Finance, Financial Accounting, SEC Filings, Sarbanes-Oxley
Education
St. John Fisher College
BS Accounting, Accounting/Finance/Business
Dan Royo Dan Royo's Manning & Napier Advisors Experience March 2011 - November 2012
Job Senior Software Engineer at Brand Networks
Industry Marketing and Advertising
Experience
Brand Networks November 2012 - Present
Manning & Napier Advisors March 2011 - November 2012
BlueTie, Inc. September 2010 - March 2011
Education
Rensselaer Polytechnic Institute
Bachelor of Science (B.S.), Computer Science
Brand Networks November 2012 - Present
Manning & Napier Advisors March 2011 - November 2012
BlueTie, Inc. September 2010 - March 2011
Education
Rensselaer Polytechnic Institute
Bachelor of Science (B.S.), Computer Science
Joseph Norman Joseph Norman's Manning & Napier Advisors Experience May 2007 - August 2007
Job Operations Manager at St. Pauly Textile, Inc.
Industry Marketing and Advertising
Experience
St. Pauly Textile, Inc. July 2013 - Present
Platypus Group LLC January 2010 - Present
Berry September 2011 - December 2012
Berry October 2010 - January 2012
Norwalk Enterprises September 2008 - October 2010
Bigger Impact Weekly January 2007 - April 2010
SUNY Geneseo 2004 - 2008
Manning & Napier Advisors May 2007 - August 2007
Alliance for Business Growth August 2006 - May 2007
Skills
Newsletters, Customer Relations, Public Speaking, Advertising, Marketing Strategy, Social Media, Online Marketing, Social Media Marketing, Writing, Copywriting, Blogging, Team Building, New Business Development, SEM, SEO, Email Marketing, Account Management, Customer Service, Social Networking, Marketing, Digital Marketing, Leadership, Entrepreneurship, Start-ups, Integrated Marketing, Public Relations, Product Management, Sales, Management
Education
State University of New York College at Geneseo 2004 — 2008
B.A.
Windsor Central School District 2000 — 2004
St. Pauly Textile, Inc. July 2013 - Present
Platypus Group LLC January 2010 - Present
Berry September 2011 - December 2012
Berry October 2010 - January 2012
Norwalk Enterprises September 2008 - October 2010
Bigger Impact Weekly January 2007 - April 2010
SUNY Geneseo 2004 - 2008
Manning & Napier Advisors May 2007 - August 2007
Alliance for Business Growth August 2006 - May 2007
Skills
Newsletters, Customer Relations, Public Speaking, Advertising, Marketing Strategy, Social Media, Online Marketing, Social Media Marketing, Writing, Copywriting, Blogging, Team Building, New Business Development, SEM, SEO, Email Marketing, Account Management, Customer Service, Social Networking, Marketing, Digital Marketing, Leadership, Entrepreneurship, Start-ups, Integrated Marketing, Public Relations, Product Management, Sales, Management
Education
State University of New York College at Geneseo 2004 — 2008
B.A.
Windsor Central School District 2000 — 2004
Timothy Haluszczak's Manning & Napier Advisors Experience May 2002 - May 2006
Job Partner at SteelBridge Consulting
Industry Venture Capital & Private Equity
Experience
SteelBridge Consulting July 2011 - Present
PNC Capital Advisors, LLC June 2006 - July 2011
Manning & Napier Advisors May 2002 - May 2006
Unum June 1994 - April 2002
Skills
Alternative Investments, Management Consulting, Strategy, Investments, Asset Managment, Hedge Funds, Management, Private Equity, Due Diligence, Strategic Planning, Asset Allocation, Portfolio Management, Investment Management, Entrepreneurship, Start-ups, Finance, Business Planning, Valuation, Data Analysis, Financial Reporting, Accounting, Asset Management, Mutual Funds, Financial Analysis, Mergers & Acquisitions, Series 7, Series 63, Business Analysis, Business Strategy, Strategic Consulting, Equities, Fixed Income, Pensions, Financial Services, Mergers, Investment Advisory, Venture Capital, Investment Strategies, Financial Advisory, FINRA, Financial Modeling, Investor Relations, Fund Of Funds, Securities, Emerging Markets, Investment Banking, Capital Markets, Corporate Finance, Wealth Management, Institutional...
Education
Robert Morris University 1990 — 1994
SteelBridge Consulting July 2011 - Present
PNC Capital Advisors, LLC June 2006 - July 2011
Manning & Napier Advisors May 2002 - May 2006
Unum June 1994 - April 2002
Skills
Alternative Investments, Management Consulting, Strategy, Investments, Asset Managment, Hedge Funds, Management, Private Equity, Due Diligence, Strategic Planning, Asset Allocation, Portfolio Management, Investment Management, Entrepreneurship, Start-ups, Finance, Business Planning, Valuation, Data Analysis, Financial Reporting, Accounting, Asset Management, Mutual Funds, Financial Analysis, Mergers & Acquisitions, Series 7, Series 63, Business Analysis, Business Strategy, Strategic Consulting, Equities, Fixed Income, Pensions, Financial Services, Mergers, Investment Advisory, Venture Capital, Investment Strategies, Financial Advisory, FINRA, Financial Modeling, Investor Relations, Fund Of Funds, Securities, Emerging Markets, Investment Banking, Capital Markets, Corporate Finance, Wealth Management, Institutional...
Education
Robert Morris University 1990 — 1994
Patrick Covert Patrick Covert's Manning & Napier Advisors Experience June 2010 - January 2011
Job Executive Associate/RMSP at M&T Bank
Industry Banking
Experience
M&T Bank July 2015 - Present
Hillshire Brands June 2014 - August 2014
University at Buffalo Football September 2011 - July 2013
Tri-City Dust Devils January 2011 - September 2011
Manning & Napier Advisors June 2010 - January 2011
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Advertising, Facebook, Customer Service, Social Media Marketing, Event Planning, Research, Public Speaking, Public Relations, Marketing, Financial Analysis, Real Estate, Recruiting, Interior Design, Marketing Analytics, Strategic Planning
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.92 GPA
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General, 3.88 GPA
M&T Bank July 2015 - Present
Hillshire Brands June 2014 - August 2014
University at Buffalo Football September 2011 - July 2013
Tri-City Dust Devils January 2011 - September 2011
Manning & Napier Advisors June 2010 - January 2011
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Advertising, Facebook, Customer Service, Social Media Marketing, Event Planning, Research, Public Speaking, Public Relations, Marketing, Financial Analysis, Real Estate, Recruiting, Interior Design, Marketing Analytics, Strategic Planning
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.92 GPA
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General, 3.88 GPA
Johnny Robison Johnny Robison's Manning & Napier Advisors Experience 2012 - 2013
Job Investment Management Professional
Industry Investment Management
Experience
Manning & Napier Advisors 2012 - 2013
Madewell October 2010 - August 2012
Skills
Teamwork, Public Speaking, Leadership, Corporate Social..., Microsoft Office, Microsoft Excel, Microsoft Word, Access, PowerPoint, Social Media, Customer Service, Financial Accounting, Tax Accounting, Team Building, Social Entrepreneurship
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science (BS), Business Administration, Accounting
Manning & Napier Advisors 2012 - 2013
Madewell October 2010 - August 2012
Skills
Teamwork, Public Speaking, Leadership, Corporate Social..., Microsoft Office, Microsoft Excel, Microsoft Word, Access, PowerPoint, Social Media, Customer Service, Financial Accounting, Tax Accounting, Team Building, Social Entrepreneurship
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science (BS), Business Administration, Accounting
Andrea Ells, CFA Andrea Ells, CFA's Manning & Napier Advisors Experience May 2003 - October 2013
Job CEO, Chief Investment Officer at Nixon Peabody Financial Advisors
Industry Investment Management
Experience
Nixon Peabody Financial Advisors May 2015 - Present
Nixon Peabody Financial Advisors January 2015 - May 2015
Nixon Peabody Financial Advisors LLC October 2013 - January 2015
Manning & Napier Advisors May 2003 - October 2013
Skills
Asset Allocation, Mutual Funds, Investment Management, Investments, Portfolio Management, Investment Advisory, Wealth Management, Retirement Planning
Education
Saint Bonaventure University 2000 — 2003
Bachelor of Business Administration (BBA), Finance, General, 3.9
Nixon Peabody Financial Advisors May 2015 - Present
Nixon Peabody Financial Advisors January 2015 - May 2015
Nixon Peabody Financial Advisors LLC October 2013 - January 2015
Manning & Napier Advisors May 2003 - October 2013
Skills
Asset Allocation, Mutual Funds, Investment Management, Investments, Portfolio Management, Investment Advisory, Wealth Management, Retirement Planning
Education
Saint Bonaventure University 2000 — 2003
Bachelor of Business Administration (BBA), Finance, General, 3.9
John Wojack John Wojack's Manning & Napier Advisors Experience February 2000 - May 2007
Job Senior Technical Support Analyst at Calero Software
Industry Telecommunications
Experience
Veramark Technologies May 2007 - Present
Calero Software May 2007 - Present
Manning & Napier Advisors February 2000 - May 2007
Eastman Kodak Company 1997 - 1999
General Railway Signal 1990 - 1997
Roberts Wesleyan College 1989 - 1990
Skills
Telecommunications, Customer Service, Troubleshooting, SQL Server, Cisco Call Manager, Microsoft SQL Server, VoIP, Call Centers, Call Center, Telecom Expense..., Unified Communications, Windows, Access, Hardware, Integration, Process Improvement, Wireless, Disaster Recovery, Telephony, Technical Support, Networking, Cisco Technologies, Cloud Computing, Managed Services, Vendor Management, Active Directory, IP
Education
State University of New York College at Potsdam 1985 — 1989
BS, IT
Veramark Technologies May 2007 - Present
Calero Software May 2007 - Present
Manning & Napier Advisors February 2000 - May 2007
Eastman Kodak Company 1997 - 1999
General Railway Signal 1990 - 1997
Roberts Wesleyan College 1989 - 1990
Skills
Telecommunications, Customer Service, Troubleshooting, SQL Server, Cisco Call Manager, Microsoft SQL Server, VoIP, Call Centers, Call Center, Telecom Expense..., Unified Communications, Windows, Access, Hardware, Integration, Process Improvement, Wireless, Disaster Recovery, Telephony, Technical Support, Networking, Cisco Technologies, Cloud Computing, Managed Services, Vendor Management, Active Directory, IP
Education
State University of New York College at Potsdam 1985 — 1989
BS, IT
Nicholas Bucci, MBA Nicholas Bucci, MBA's Manning & Napier Advisors Experience May 2013 - August 2013
Job Rochester Institute of Technology, Graduate
Industry Accounting
Experience
RIT Saunders College February 2012 - May 2015
EFP Rotenberg, LLP January 2014 - April 2014
Manning & Napier Advisors May 2013 - August 2013
EFP Rotenberg, LLP December 2012 - April 2013
Manning & Napier Advisors June 2012 - August 2012
RIT Residence Life June 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Financial Analysis, Financial Reporting, Tax Preparation, Financial Accounting, Corporate Finance, Cost Accounting, Stock Trading, CCH ProSystem fx, ProSystem fx Tax, Tax, Access, Accounting, Data Analysis, Teamwork
Education
Rochester Institute of Technology 2014 — 2015
Master of Business Administration (MBA), Accounting, 3.6
Rochester Institute of Technology 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
RIT Saunders College February 2012 - May 2015
EFP Rotenberg, LLP January 2014 - April 2014
Manning & Napier Advisors May 2013 - August 2013
EFP Rotenberg, LLP December 2012 - April 2013
Manning & Napier Advisors June 2012 - August 2012
RIT Residence Life June 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Financial Analysis, Financial Reporting, Tax Preparation, Financial Accounting, Corporate Finance, Cost Accounting, Stock Trading, CCH ProSystem fx, ProSystem fx Tax, Tax, Access, Accounting, Data Analysis, Teamwork
Education
Rochester Institute of Technology 2014 — 2015
Master of Business Administration (MBA), Accounting, 3.6
Rochester Institute of Technology 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Janice Fiorillo's Manning & Napier Advisors Experience June 1999 - August 1999
Job Manager, Web Communications at Ingersoll Rand
Industry Electrical/Electronic Manufacturing
Experience
Ingersoll Rand May 2014 - Present
CollabTex Inc. October 2009 - May 2014
C5 Insight January 2010 - December 2010
StreamLogic Inc. October 2009 - December 2009
Ingersoll Rand July 2002 - October 2009
Ingersoll Rand January 2001 - July 2002
Ingersoll Rand January 2000 - March 2001
Manning & Napier Advisors June 1999 - August 1999
Manning & Napier Advisors October 1997 - June 1999
Skills
SharePoint, Microsoft Office..., Adobe CQ5 Web Content..., Business Intelligence, Process Improvement, Adobe Site Catalyst Web..., Training, Web Services, Microsoft Technologies, Web Applications, Technical Writing, Information Technology, Customer Service, Document Management, System Deployment, HTML, Sysomos Social Media..., Salesforce.com, Web Content Management, Captivate, Visio, Web Analytics, Software Development, CRM, Microsoft SQL Server, Microsoft CRM, Project Management
Education
State University of New York College at Fredonia 1992 — 1996
BA, Finance
Ingersoll Rand May 2014 - Present
CollabTex Inc. October 2009 - May 2014
C5 Insight January 2010 - December 2010
StreamLogic Inc. October 2009 - December 2009
Ingersoll Rand July 2002 - October 2009
Ingersoll Rand January 2001 - July 2002
Ingersoll Rand January 2000 - March 2001
Manning & Napier Advisors June 1999 - August 1999
Manning & Napier Advisors October 1997 - June 1999
Skills
SharePoint, Microsoft Office..., Adobe CQ5 Web Content..., Business Intelligence, Process Improvement, Adobe Site Catalyst Web..., Training, Web Services, Microsoft Technologies, Web Applications, Technical Writing, Information Technology, Customer Service, Document Management, System Deployment, HTML, Sysomos Social Media..., Salesforce.com, Web Content Management, Captivate, Visio, Web Analytics, Software Development, CRM, Microsoft SQL Server, Microsoft CRM, Project Management
Education
State University of New York College at Fredonia 1992 — 1996
BA, Finance
Ronne Apicella's Manning & Napier Advisors Experience October 1998 - October 2000
Job Director Of Accounting at SalusCare, inc
Industry Hospital & Health Care
Experience
SalusCare, inc. September 2011 - Present
Ultralife Corporation September 2007 - February 2013
NeoGenomics Laboratories 2006 - 2007
Ultralife Corporation October 2000 - July 2006
Manning & Napier Advisors October 1998 - October 2000
Pace Wildenstein, Inc 1995 - 1997
Skills
Financial Reporting, Forecasting, Accounting, General Ledger, Account Reconciliation, Management, Sarbanes-Oxley, Financial Statements, Consolidation, Sarbanes-Oxley Act, SEC filings, US GAAP, Revenue Recognition, Internal Controls, Financial Analysis, Process Improvement, Hyperion Enterprise, Auditing, Cross-functional Team..., GAAP, Accounts Receivable, Financial Accounting, Hyperion
Education
State University of New York at Buffalo - School of Management 1992 — 1995
BS, Finance
SalusCare, inc. September 2011 - Present
Ultralife Corporation September 2007 - February 2013
NeoGenomics Laboratories 2006 - 2007
Ultralife Corporation October 2000 - July 2006
Manning & Napier Advisors October 1998 - October 2000
Pace Wildenstein, Inc 1995 - 1997
Skills
Financial Reporting, Forecasting, Accounting, General Ledger, Account Reconciliation, Management, Sarbanes-Oxley, Financial Statements, Consolidation, Sarbanes-Oxley Act, SEC filings, US GAAP, Revenue Recognition, Internal Controls, Financial Analysis, Process Improvement, Hyperion Enterprise, Auditing, Cross-functional Team..., GAAP, Accounts Receivable, Financial Accounting, Hyperion
Education
State University of New York at Buffalo - School of Management 1992 — 1995
BS, Finance
Phil Borglum Phil Borglum's Manning & Napier Advisors Experience October 2006 - August 2012
Job Job seeker at Denver, CO
Industry Information Technology and Services
Experience
Erwin's Dry Cleaners March 2014 - October 2014
Ellucian December 2013 - February 2014
Manning & Napier Advisors October 2006 - August 2012
SUNY Geneseo August 2011 - December 2011
SUNY Geneseo August 2009 - December 2011
Skills
Troubleshooting, Computer Hardware..., Computer Software..., Microsoft Office, Help Desk Support, Computer Repair, Technical Support, Customer Oriented, Commitment to Customer..., Windows 7, Inventory Management, Windows 8, Office Equipment, Proficient Typing Skills, Office Equipment..., HTML 5, CSS3, OS X
Education
SUNY Geneseo 2008 — 2012
Spanish Language and Literature
Erwin's Dry Cleaners March 2014 - October 2014
Ellucian December 2013 - February 2014
Manning & Napier Advisors October 2006 - August 2012
SUNY Geneseo August 2011 - December 2011
SUNY Geneseo August 2009 - December 2011
Skills
Troubleshooting, Computer Hardware..., Computer Software..., Microsoft Office, Help Desk Support, Computer Repair, Technical Support, Customer Oriented, Commitment to Customer..., Windows 7, Inventory Management, Windows 8, Office Equipment, Proficient Typing Skills, Office Equipment..., HTML 5, CSS3, OS X
Education
SUNY Geneseo 2008 — 2012
Spanish Language and Literature
Elaine Miller's Manning & Napier Advisors Experience 1994 - 1996
Job Project Associate, Excellus (contract)
Industry Consumer Services
Experience
Eastman Kodak Co 2009 - March 2015
Eastman Kodak 2002 - 2009
The Housing Council 1999 - 2002
Manning & Napier Advisors 1994 - 1996
Chase Manhattan Bank 1990 - 1994
Regent Investor Services Inc. White Plains NY 1990 - 1990
Manning & Napier Advisors 1989 - 1990
Skills
Office Management, Account Management, Access, Data Analysis, Analysis, Microsoft Office, Customer Service, SAP, Troubleshooting, Math, communication,..., Microsoft Excel, Customer Relations, Integration, Documentation, Data Manipulation, Report Writing, Data Extraction, SCAN, Adaptability, IMOS, SQL, Elder Care, Management, Process Improvement, Cross-functional Team..., Training, Creativity Skills, Operations Management, Marketing, Project Management, Public Speaking
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
BS, Marketing/Personnel Industrial Relations
Our Lady of Mercy High School 1980 — 1984
College Credit, Advanced Placement
St. Joseph Elementary School 1972 — 1980
Eastman Kodak Co 2009 - March 2015
Eastman Kodak 2002 - 2009
The Housing Council 1999 - 2002
Manning & Napier Advisors 1994 - 1996
Chase Manhattan Bank 1990 - 1994
Regent Investor Services Inc. White Plains NY 1990 - 1990
Manning & Napier Advisors 1989 - 1990
Skills
Office Management, Account Management, Access, Data Analysis, Analysis, Microsoft Office, Customer Service, SAP, Troubleshooting, Math, communication,..., Microsoft Excel, Customer Relations, Integration, Documentation, Data Manipulation, Report Writing, Data Extraction, SCAN, Adaptability, IMOS, SQL, Elder Care, Management, Process Improvement, Cross-functional Team..., Training, Creativity Skills, Operations Management, Marketing, Project Management, Public Speaking
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
BS, Marketing/Personnel Industrial Relations
Our Lady of Mercy High School 1980 — 1984
College Credit, Advanced Placement
St. Joseph Elementary School 1972 — 1980
Chris Mirrione, CFA Chris Mirrione, CFA's Manning & Napier Advisors Experience September 2004 - March 2008
Job Senior Portfolio Manager
Industry Investment Management
Experience
Alesco Advisors March 2008 - Present
Manning & Napier Advisors September 2004 - March 2008
Manning & Napier Advisors October 2000 - September 2004
Education
State University of New York College at Geneseo 1997 — 1999
B.A., Economics
Alesco Advisors March 2008 - Present
Manning & Napier Advisors September 2004 - March 2008
Manning & Napier Advisors October 2000 - September 2004
Education
State University of New York College at Geneseo 1997 — 1999
B.A., Economics
Jill Ehrlinger Jill Ehrlinger's Manning & Napier Advisors Experience September 1997 - September 2002
Job Treasurer at St. John's Lutheran Church, Victor NY
Industry Accounting
Experience
Harlem Wizards Entertainment Basketball July 2015 - Present
Canandaigua PTSA July 2014 - Present
St. John's Lutheran Church Victor NY February 2012 - Present
Mary Kay Cosmetics June 2006 - Present
Genesee Valley Region PTA July 2013 - June 2015
Canandaigua PTSA July 2012 - June 2014
Victor Primary School September 2010 - June 2011
Manning & Napier Advisors September 1997 - September 2002
Skills
Customer Service, Accounting, Bookkeeping, Numbers, Microsoft Excel, Microsoft Word, Microsoft Office, Coaching, Public Speaking, Small Business, Data Entry, Spreadsheets, Process Improvement, Time Management, Nonprofits, Community Outreach, Fundraising, Forecasting, Leadership, Payroll, Management, Budgets, Marketing, Strategic Planning, Team Building, Project Management, Financial Analysis, QuickBooks, PowerPoint, Gifts, Teaching, Training, Public Relations, Marketing Strategy, Financial Reporting, Social Media Marketing
Education
SUNY Geneseo 1992 — 1996
Bachelor of Arts (B.A.), Mathematics
Bloomfield NY Central School 1986 — 1992
Regents diploma
Harlem Wizards Entertainment Basketball July 2015 - Present
Canandaigua PTSA July 2014 - Present
St. John's Lutheran Church Victor NY February 2012 - Present
Mary Kay Cosmetics June 2006 - Present
Genesee Valley Region PTA July 2013 - June 2015
Canandaigua PTSA July 2012 - June 2014
Victor Primary School September 2010 - June 2011
Manning & Napier Advisors September 1997 - September 2002
Skills
Customer Service, Accounting, Bookkeeping, Numbers, Microsoft Excel, Microsoft Word, Microsoft Office, Coaching, Public Speaking, Small Business, Data Entry, Spreadsheets, Process Improvement, Time Management, Nonprofits, Community Outreach, Fundraising, Forecasting, Leadership, Payroll, Management, Budgets, Marketing, Strategic Planning, Team Building, Project Management, Financial Analysis, QuickBooks, PowerPoint, Gifts, Teaching, Training, Public Relations, Marketing Strategy, Financial Reporting, Social Media Marketing
Education
SUNY Geneseo 1992 — 1996
Bachelor of Arts (B.A.), Mathematics
Bloomfield NY Central School 1986 — 1992
Regents diploma
Lauren Tonetti Lauren Tonetti's Manning & Napier Advisors Experience May 2008 - August 2008
Job Specialist, Alternative Investments Investment Controllership at Nationwide Insurance
Industry Accounting
Experience
Nationwide Insurance November 2014 - Present
Ernst & Young September 2010 - November 2014
KPMG Audit June 2009 - August 2009
Manning & Napier Advisors May 2008 - August 2008
Skills
Auditing, Financial Analysis, Accounting, Financial Reporting, CPA, Microsoft Excel, Corporate Finance, Assurance, Internal Controls, Financial Accounting, SEC Filings, External Audit, US GAAP, Sarbanes-Oxley Act, Internal Audit, GAAP, Big 4, IFRS, Financial Services, Teamwork, Due Diligence
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
B.S, CPA Accounting and Finance
Nationwide Insurance November 2014 - Present
Ernst & Young September 2010 - November 2014
KPMG Audit June 2009 - August 2009
Manning & Napier Advisors May 2008 - August 2008
Skills
Auditing, Financial Analysis, Accounting, Financial Reporting, CPA, Microsoft Excel, Corporate Finance, Assurance, Internal Controls, Financial Accounting, SEC Filings, External Audit, US GAAP, Sarbanes-Oxley Act, Internal Audit, GAAP, Big 4, IFRS, Financial Services, Teamwork, Due Diligence
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
B.S, CPA Accounting and Finance
Heather Hussong's Manning & Napier Advisors Experience March 2013 - May 2014
Job HIC Product Service Specialist at Huntington National Bank
Industry Investment Management
Experience
Huntington National Bank May 2014 - Present
Manning & Napier Advisors March 2013 - May 2014
Manning & Napier Advisors July 2011 - March 2013
Education
Ohio University 2007 — 2011
Bachelor of Arts (B.A.), History
Beavercreek High School
Beavercreek High School
Huntington National Bank May 2014 - Present
Manning & Napier Advisors March 2013 - May 2014
Manning & Napier Advisors July 2011 - March 2013
Education
Ohio University 2007 — 2011
Bachelor of Arts (B.A.), History
Beavercreek High School
Beavercreek High School
Andrew McNeill Andrew McNeill's Manning & Napier Advisors Experience June 2008 - May 2012
Job Investment Banking Associate at Eastdil Secured
Industry Real Estate
Experience
Eastdil Secured August 2015 - Present
Eastdil Secured May 2014 - August 2014
Manning & Napier Advisors June 2008 - May 2012
Skills
Valuation, Equity Research, Bloomberg, Equities, Equity Valuation, Investment Management, Bloomberg Terminal, Financial Modeling, Investments, Private Equity, Asset Management, Due Diligence, Financial Analysis, Quantitative Analytics, Finance, Corporate Finance, Portfolio Management, Analysis
Education
Georgetown University's McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (B.S.), Dual Degree - Finance & Marketing Managment
Eastdil Secured August 2015 - Present
Eastdil Secured May 2014 - August 2014
Manning & Napier Advisors June 2008 - May 2012
Skills
Valuation, Equity Research, Bloomberg, Equities, Equity Valuation, Investment Management, Bloomberg Terminal, Financial Modeling, Investments, Private Equity, Asset Management, Due Diligence, Financial Analysis, Quantitative Analytics, Finance, Corporate Finance, Portfolio Management, Analysis
Education
Georgetown University's McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (B.S.), Dual Degree - Finance & Marketing Managment
Paul Stanzione's Manning & Napier Advisors Experience June 2013 - Present
Job Investment Consultant, Client Analytics Group at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors June 2013 - Present
Manning & Napier Advisors October 2012 - June 2013
Manning & Napier Advisors June 2012 - October 2012
BNY Mellon June 2011 - August 2011
Syracuse University August 2009 - July 2011
Diversified Wealth Strategies June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Economics, Financial Analysis, Investments
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
B.S. & B.A., Finance & Economics
Manning & Napier Advisors June 2013 - Present
Manning & Napier Advisors October 2012 - June 2013
Manning & Napier Advisors June 2012 - October 2012
BNY Mellon June 2011 - August 2011
Syracuse University August 2009 - July 2011
Diversified Wealth Strategies June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Economics, Financial Analysis, Investments
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
B.S. & B.A., Finance & Economics
Kristina Stamatis Kristina Stamatis's Manning & Napier Advisors Experience August 2012 - October 2014
Job Senior Manager at Mengel, Metzger, Barr & Co. LLP
Industry Accounting
Experience
Mengel, Metzger, Barr & Co. LLP November 2014 - Present
Manning & Napier Advisors August 2012 - October 2014
Mengel, Metzger, Barr & Co. LLP January 2007 - August 2012
Skills
Tax, Corporate Tax, Income Tax, Accounting, GAAP, Financial Accounting, Auditing, Financial Reporting, Internal Controls, US GAAP, Financial Analysis, Financial Statements, QuickBooks, CPA, Tax Preparation, General Ledger, Personal Tax Planning
Education
St. John Fisher College
Bachelor’s Degree, Accounting
Mengel, Metzger, Barr & Co. LLP November 2014 - Present
Manning & Napier Advisors August 2012 - October 2014
Mengel, Metzger, Barr & Co. LLP January 2007 - August 2012
Skills
Tax, Corporate Tax, Income Tax, Accounting, GAAP, Financial Accounting, Auditing, Financial Reporting, Internal Controls, US GAAP, Financial Analysis, Financial Statements, QuickBooks, CPA, Tax Preparation, General Ledger, Personal Tax Planning
Education
St. John Fisher College
Bachelor’s Degree, Accounting
Meaghan Vescio's Manning & Napier Advisors Experience March 2013 - Present
Job Fund Business Analyst at Manning & Napier
Industry Financial Services
Experience
Midtown Athletic Clubs July 2015 - Present
Manning & Napier Advisors March 2013 - Present
Wegmans Food Markets June 2007 - June 2013
Crux Research Inc. September 2012 - February 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office
Education
SUNY Geneseo 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Midtown Athletic Clubs July 2015 - Present
Manning & Napier Advisors March 2013 - Present
Wegmans Food Markets June 2007 - June 2013
Crux Research Inc. September 2012 - February 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office
Education
SUNY Geneseo 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Richard Barrington Richard Barrington's Manning & Napier Advisors Experience October 1983 - August 2006
Job Freelance Writer/Personal Finance Analyst at MoneyRates.com
Industry Public Relations and Communications
Experience
Self-employed Personal Finance AnalystMoneyRates.comApril 2009 - Present
Manning & Napier Advisors October 1983 - August 2006
Skills
Blogging, Copywriting, Editing, Economics, Marketing, Copy Editing, Corporate Communications, Media Relations, Newsletters, Press Releases, Feature Articles, AP Style, Web Content, Journalism, Publications
Education
Saint John Fisher College 1979 — 1983
BA, Communications
John F. Kennedy High School 1975 — 1979
Self-employed Personal Finance AnalystMoneyRates.comApril 2009 - Present
Manning & Napier Advisors October 1983 - August 2006
Skills
Blogging, Copywriting, Editing, Economics, Marketing, Copy Editing, Corporate Communications, Media Relations, Newsletters, Press Releases, Feature Articles, AP Style, Web Content, Journalism, Publications
Education
Saint John Fisher College 1979 — 1983
BA, Communications
John F. Kennedy High School 1975 — 1979
Tiffany Duncan-Magri Tiffany Duncan-Magri's Manning & Napier Advisors Experience April 2010 - March 2014
Job Compliance Communications Analyst at Manning & Napier
Industry Financial Services
Experience
Manning & Napier March 2014 - Present
Manning & Napier Advisors April 2010 - March 2014
Harris Interactive Inc. August 2007 - November 2009
RIT- College of Imaging Science 2006 July 2006 - June 2007
Graduate Management Association September 2005 - May 2007
Skills
Market Research, Management, Project Management, Marketing, Budgets, Data Analysis, Public Speaking, Strategic Planning, Microsoft Excel, Business Analysis, Microsoft Office
Education
Rochester Institute of Technology 2005 — 2007
MBA, Management
University of Southern Indiana 1999 — 2003
BS, Marketing
University of Evansville 1999 — 2001
BS, Marketing
Mt Vernon Senior High School 1995 — 1999
Manning & Napier March 2014 - Present
Manning & Napier Advisors April 2010 - March 2014
Harris Interactive Inc. August 2007 - November 2009
RIT- College of Imaging Science 2006 July 2006 - June 2007
Graduate Management Association September 2005 - May 2007
Skills
Market Research, Management, Project Management, Marketing, Budgets, Data Analysis, Public Speaking, Strategic Planning, Microsoft Excel, Business Analysis, Microsoft Office
Education
Rochester Institute of Technology 2005 — 2007
MBA, Management
University of Southern Indiana 1999 — 2003
BS, Marketing
University of Evansville 1999 — 2001
BS, Marketing
Mt Vernon Senior High School 1995 — 1999
Brian Ellerman's Manning & Napier Advisors Experience April 2012 - December 2013
Job RVP/Consultant Nonqualified Plans at Principal Financial Group; Executive Benefits Specialist
Industry Financial Services
Experience
Principal Financial Group July 2015 - Present
Sheridan Road Financial March 2014 - Present
Manning & Napier Advisors April 2012 - December 2013
Mercer March 2007 - April 2012
Marsh March 2007 - April 2012
MMC March 2007 - April 2012
MullinTBG, a Prudential Financial company 1990 - March 2007
Great-West Financial 1988 - 1990
Skills
401k, FINRA Series 65, Institutional..., Defined Benefit, Investments, Registered Investment..., Retirement, Wealth Management, Alternative Investments, OPEB, Executive Pay, Pensions, Series 63, Retirement Planning, Securities, Investment Advisory, Deferred Compensation, Mutual Funds, Wealth Accumulation, Separately Managed..., Profit Sharing, Employee Benefits, Asset Protection, FINRA, Endowments, Asset Management, Portfolio Management, Investment Strategies, Financial Services, Financial Advisory, Investment Management, Executive Compensation, Asset Allocation, Management, Equities, Risk Management, Insurance, Disability Insurance, Fixed Income, Financial Risk, Mergers & Acquisitions
Education
University of Kansas
B.G.S., Economics
FINRA
Series 65, 63, 6
The American College
Chartered Life Underwriter (CLU)
Principal Financial Group July 2015 - Present
Sheridan Road Financial March 2014 - Present
Manning & Napier Advisors April 2012 - December 2013
Mercer March 2007 - April 2012
Marsh March 2007 - April 2012
MMC March 2007 - April 2012
MullinTBG, a Prudential Financial company 1990 - March 2007
Great-West Financial 1988 - 1990
Skills
401k, FINRA Series 65, Institutional..., Defined Benefit, Investments, Registered Investment..., Retirement, Wealth Management, Alternative Investments, OPEB, Executive Pay, Pensions, Series 63, Retirement Planning, Securities, Investment Advisory, Deferred Compensation, Mutual Funds, Wealth Accumulation, Separately Managed..., Profit Sharing, Employee Benefits, Asset Protection, FINRA, Endowments, Asset Management, Portfolio Management, Investment Strategies, Financial Services, Financial Advisory, Investment Management, Executive Compensation, Asset Allocation, Management, Equities, Risk Management, Insurance, Disability Insurance, Fixed Income, Financial Risk, Mergers & Acquisitions
Education
University of Kansas
B.G.S., Economics
FINRA
Series 65, 63, 6
The American College
Chartered Life Underwriter (CLU)
Stephen Horan, Ph.D., CFA, CIPM Stephen Horan, Ph.D., CFA, CIPM's Manning & Napier Advisors Experience 1990 - 1992
Job Managing Director, Credentialing at CFA Institute
Industry Financial Services
Experience
CFA Institute June 2015 - Present
CFA Institute April 2013 - June 2015
CFA Institute February 2011 - April 2013
CFA Institute January 2007 - May 2011
Private Practice February 1999 - June 2007
Alesco Advisors, LLC May 2005 - December 2006
St. Bonaventure University August 1996 - December 2006
Manning & Napier Advisors 1990 - 1992
Skills
Portfolio Management, Retirement Planning, Equity Valuation, Investments, Securities, Derivatives, Equities, Asset Management, Wealth Management, Financial Planning, Mutual Funds, Asset Allocation, Valuation, Investment Advisory, Retirement, Wealth, IRA's, Financial Advice, Risk Management, Financial Markets, Investment Management, Alternative Investments, Quantitative Analytics, Financial Modeling, Financial Advisory, Finance, Quantitative Finance, Financial Risk, Hedge Funds, Fixed Income, Economics, Asset Managment, Financial Analysis, Strategic Financial..., Investment Banking, IRAs, Corporate Finance, Investment Strategies, Options, Private Equity, Emerging Markets, Financial Services, Hedging, Bloomberg, Business Valuation, Wealth Management..., Bonds, Equity Research, Trading
Education
State University of New York at Buffalo - School of Management 1992 — 1996
Ph.D., Finance and Economics
Saint Bonaventure University 1985 — 1989
BBA, Finance and Math
CFA Institute June 2015 - Present
CFA Institute April 2013 - June 2015
CFA Institute February 2011 - April 2013
CFA Institute January 2007 - May 2011
Private Practice February 1999 - June 2007
Alesco Advisors, LLC May 2005 - December 2006
St. Bonaventure University August 1996 - December 2006
Manning & Napier Advisors 1990 - 1992
Skills
Portfolio Management, Retirement Planning, Equity Valuation, Investments, Securities, Derivatives, Equities, Asset Management, Wealth Management, Financial Planning, Mutual Funds, Asset Allocation, Valuation, Investment Advisory, Retirement, Wealth, IRA's, Financial Advice, Risk Management, Financial Markets, Investment Management, Alternative Investments, Quantitative Analytics, Financial Modeling, Financial Advisory, Finance, Quantitative Finance, Financial Risk, Hedge Funds, Fixed Income, Economics, Asset Managment, Financial Analysis, Strategic Financial..., Investment Banking, IRAs, Corporate Finance, Investment Strategies, Options, Private Equity, Emerging Markets, Financial Services, Hedging, Bloomberg, Business Valuation, Wealth Management..., Bonds, Equity Research, Trading
Education
State University of New York at Buffalo - School of Management 1992 — 1996
Ph.D., Finance and Economics
Saint Bonaventure University 1985 — 1989
BBA, Finance and Math
Jessica Bretz Jessica Bretz's Manning & Napier Advisors Experience June 2013 - January 2015
Job State Auto Insurance
Industry Financial Services
Experience
State Auto Insurance January 2015 - Present
Manning & Napier Advisors June 2013 - January 2015
Penske Truck Leasing 2011 - 2013
Skills
Sales, Customer Service, Microsoft Excel, Microsoft Office, Time Management, Microsoft Word, Outlook, Teamwork, Management, Customer Satisfaction, Cold Calling, Hotels, Account Management, Marketing, Leadership, Operations Management
Education
The Ohio State University 2009 — 2012
Bachelor of Science
State Auto Insurance January 2015 - Present
Manning & Napier Advisors June 2013 - January 2015
Penske Truck Leasing 2011 - 2013
Skills
Sales, Customer Service, Microsoft Excel, Microsoft Office, Time Management, Microsoft Word, Outlook, Teamwork, Management, Customer Satisfaction, Cold Calling, Hotels, Account Management, Marketing, Leadership, Operations Management
Education
The Ohio State University 2009 — 2012
Bachelor of Science
Nathan Callard, CFA Nathan Callard, CFA's Manning & Napier Advisors Experience 2002 - 2003
Job SVP, MountainView IPS at MountainView Capital Holdings
Industry Financial Services
Experience
MountainView Capital Holdings April 2014 - Present
MountainView Capital Holdings October 2012 - April 2014
Economics Partners, LLC October 2011 - October 2012
Clayton November 2007 - October 2011
The Chotin Group March 2007 - November 2007
Clayton October 2003 - March 2007
Manning & Napier Advisors 2002 - 2003
Skills
Financial Modeling, Leadership, Fixed Income, Finance, Valuation, Bloomberg, Due Diligence
Education
Saint Lawrence University 1998 — 2002
B.A., Economics
MountainView Capital Holdings April 2014 - Present
MountainView Capital Holdings October 2012 - April 2014
Economics Partners, LLC October 2011 - October 2012
Clayton November 2007 - October 2011
The Chotin Group March 2007 - November 2007
Clayton October 2003 - March 2007
Manning & Napier Advisors 2002 - 2003
Skills
Financial Modeling, Leadership, Fixed Income, Finance, Valuation, Bloomberg, Due Diligence
Education
Saint Lawrence University 1998 — 2002
B.A., Economics
Lauren Marianetti Deisinger Lauren Marianetti Deisinger's Manning & Napier Advisors Experience February 2008 - October 2010
Job Talent Acquisition Consultant
Industry Staffing and Recruiting
Experience
Rich Products Corporation 2014 - Present
Adecco August 2011 - May 2012
Independent Solutions Wealth Management, LLC October 2010 - May 2011
Manning & Napier Advisors February 2008 - October 2010
Skills
Recruiting, Talent Acquisition, Sourcing, Leadership, Management, Networking, Employee Relations, Screening, Process Improvement, Risk Management, Insurance, Applicant Tracking..., Internet Recruiting, College Recruiting, Interviews, Talent Management, Screening Resumes, Social Media, Social Networking, Virtual Screening, International..., Marketing, Regulatory Compliance, Customer Service, Sales
Education
St. Bonaventure University 2003 — 2007
BBS, Marketing
Rich Products Corporation 2014 - Present
Adecco August 2011 - May 2012
Independent Solutions Wealth Management, LLC October 2010 - May 2011
Manning & Napier Advisors February 2008 - October 2010
Skills
Recruiting, Talent Acquisition, Sourcing, Leadership, Management, Networking, Employee Relations, Screening, Process Improvement, Risk Management, Insurance, Applicant Tracking..., Internet Recruiting, College Recruiting, Interviews, Talent Management, Screening Resumes, Social Media, Social Networking, Virtual Screening, International..., Marketing, Regulatory Compliance, Customer Service, Sales
Education
St. Bonaventure University 2003 — 2007
BBS, Marketing
Paul D'Aiutolo Paul D'Aiutolo's Manning & Napier Advisors Experience February 1999 - May 2000
Job Institutional Consultant at UBS
Industry Financial Services
Experience
UBS Financial Services February 2007 - Present
The Plan Sponsor University January 2013 - Present
National Association of Plan Advisors 401(k) Summit January 2012 - Present
McDonald Investments May 2000 - February 2007
Manning & Napier Advisors February 1999 - May 2000
Rimkus, Marciano & Associates (formely Longaker, Rimkus & Associates) December 1993 - May 1998
Education
Saint John Fisher College 1992 — 1994
Bachelor of Science, Accounting
Allianz Global Center for Behavioral Finance 2012 — 2012
Certified Behavioral Finance Analyst
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2006 — 2006
Accredited Investment Fiduciary
The Plan Sponsor Institute 2004 — 2005
Plan Sponsor Retirement Professional
Aquinas Institute 1987 — 1990
NY State Regents Diploma (High School)
UBS Financial Services February 2007 - Present
The Plan Sponsor University January 2013 - Present
National Association of Plan Advisors 401(k) Summit January 2012 - Present
McDonald Investments May 2000 - February 2007
Manning & Napier Advisors February 1999 - May 2000
Rimkus, Marciano & Associates (formely Longaker, Rimkus & Associates) December 1993 - May 1998
Education
Saint John Fisher College 1992 — 1994
Bachelor of Science, Accounting
Allianz Global Center for Behavioral Finance 2012 — 2012
Certified Behavioral Finance Analyst
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2006 — 2006
Accredited Investment Fiduciary
The Plan Sponsor Institute 2004 — 2005
Plan Sponsor Retirement Professional
Aquinas Institute 1987 — 1990
NY State Regents Diploma (High School)
Jamie LePore Jamie LePore's Manning & Napier Advisors Experience June 2011 - June 2014
Job Pharmaceutical Sales Representative at Quintiles
Industry Marketing and Advertising
Experience
Quintiles October 2014 - Present
St. John Fisher College September 2014 - October 2014
Mirror Show Management June 2014 - August 2014
Manning & Napier Advisors June 2011 - June 2014
Napier Advisors, Inc December 2007 - June 2014
MarketHold Productions, Inc June 2006 - December 2007
Skills
Press Releases, Marketing, Editing, Media Relations, Public Relations, Leadership, Marketing Strategy
Education
St. John Fisher College 2002 — 2006
BA, Communications/Journalism
St. John Fisher College
BA, Communications/Journalism; Public Relations and Advertising
Quintiles October 2014 - Present
St. John Fisher College September 2014 - October 2014
Mirror Show Management June 2014 - August 2014
Manning & Napier Advisors June 2011 - June 2014
Napier Advisors, Inc December 2007 - June 2014
MarketHold Productions, Inc June 2006 - December 2007
Skills
Press Releases, Marketing, Editing, Media Relations, Public Relations, Leadership, Marketing Strategy
Education
St. John Fisher College 2002 — 2006
BA, Communications/Journalism
St. John Fisher College
BA, Communications/Journalism; Public Relations and Advertising
Geoff Fesko's Manning & Napier Advisors Experience April 2003 - June 2010
Job Commercial Product Manager at M&T Bank
Industry Financial Services
Experience
M&T Bank October 2014 - Present
M&T Bank August 2012 - October 2014
M&T Bank June 2011 - August 2011
Manning & Napier Advisors April 2003 - June 2010
Manning & Napier Advisors December 2001 - April 2003
Skills
Bloomberg, Microsoft Office, Factset, English, Equity Research, Asset Management, Financial Modeling, Investments, Financial Analysis, Valuation, Strategic Financial..., Analysis, Banking, Capital Markets, Corporate Finance, Equities, Finance, Investment Banking, Portfolio Management
Education
William E. Simon School of Business 2010 — 2012
MBA, Finance
State University of New York College at Geneseo 1997 — 2001
B.S. Business Managment, Concentration in Finance
Clinton High School
M&T Bank October 2014 - Present
M&T Bank August 2012 - October 2014
M&T Bank June 2011 - August 2011
Manning & Napier Advisors April 2003 - June 2010
Manning & Napier Advisors December 2001 - April 2003
Skills
Bloomberg, Microsoft Office, Factset, English, Equity Research, Asset Management, Financial Modeling, Investments, Financial Analysis, Valuation, Strategic Financial..., Analysis, Banking, Capital Markets, Corporate Finance, Equities, Finance, Investment Banking, Portfolio Management
Education
William E. Simon School of Business 2010 — 2012
MBA, Finance
State University of New York College at Geneseo 1997 — 2001
B.S. Business Managment, Concentration in Finance
Clinton High School
Zoe Kobryn Marr Zoe Kobryn Marr's Manning & Napier Advisors Experience October 2010 - Present
Job at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors October 2010 - Present
AllianceBernstein September 2007 - October 2010
Midwest, Inc. June 2005 - September 2006
Education
Rochester Institute of Technology 2001 — 2007
Master of Business Administration (MBA)
Manning & Napier Advisors October 2010 - Present
AllianceBernstein September 2007 - October 2010
Midwest, Inc. June 2005 - September 2006
Education
Rochester Institute of Technology 2001 — 2007
Master of Business Administration (MBA)
Kristina Lepel Kristina Lepel's Manning & Napier Advisors Experience March 2000 - July 2006
Job Marketing Coordinator Architecture Division at LaBella Associates, DPC
Industry Civil Engineering
Experience
LaBella Associates, DPC August 2015 - Present
Fisher Associates PE, LS, LA, DPC July 2006 - August 2015
Manning & Napier Advisors March 2000 - July 2006
The Berry Company May 1998 - March 2000
Skills
Public Relations, Marketing, Graphic Design, Marketing Communications, Marketing Management, Marketing Strategy, Strategic Planning, Budgets, Proposal Writing, Proposal Production, Customer Service, Branding & Identity, Event Planning, Email Marketing, Social Media Marketing, Adobe Creative Suite, Deltek, Photography, Microsoft Office, Proofreading, Editing, Team Building, Time Management, Multitasking Skills, Organization, Strategy, Project Planning, Business Development, Photoshop, CRM, Trade Shows, Newsletters, Social Media, Advertising, Microsoft Excel
Education
Rochester Institute of Technology 1994 — 1998
BFA, Photojournalist
LaBella Associates, DPC August 2015 - Present
Fisher Associates PE, LS, LA, DPC July 2006 - August 2015
Manning & Napier Advisors March 2000 - July 2006
The Berry Company May 1998 - March 2000
Skills
Public Relations, Marketing, Graphic Design, Marketing Communications, Marketing Management, Marketing Strategy, Strategic Planning, Budgets, Proposal Writing, Proposal Production, Customer Service, Branding & Identity, Event Planning, Email Marketing, Social Media Marketing, Adobe Creative Suite, Deltek, Photography, Microsoft Office, Proofreading, Editing, Team Building, Time Management, Multitasking Skills, Organization, Strategy, Project Planning, Business Development, Photoshop, CRM, Trade Shows, Newsletters, Social Media, Advertising, Microsoft Excel
Education
Rochester Institute of Technology 1994 — 1998
BFA, Photojournalist
Marc D Bernstein Marc D Bernstein's Manning & Napier Advisors Experience June 2004 - Present
Job Vice President/Client Consultant at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors June 2004 - Present
RBS Lynk 2002 - 2004
Sam-Son Logistics Inc 1997 - 2001
Magna Marketing Specialists, Inc. 1995 - 1997
Skills
Strategic Planning, Customer Service, Management, Leadership, Asset Management, Financial Analysis, Insurance, Mutual Funds
Education
University at Buffalo 1991 — 1995
Bachelor’s Degree, Psychology
Heims
Heims
Manning & Napier Advisors June 2004 - Present
RBS Lynk 2002 - 2004
Sam-Son Logistics Inc 1997 - 2001
Magna Marketing Specialists, Inc. 1995 - 1997
Skills
Strategic Planning, Customer Service, Management, Leadership, Asset Management, Financial Analysis, Insurance, Mutual Funds
Education
University at Buffalo 1991 — 1995
Bachelor’s Degree, Psychology
Heims
Heims
Valerie P. Loyet, ASA, FCA, MAAA Valerie P. Loyet, ASA, FCA, MAAA's Manning & Napier Advisors Experience April 2012 - Present
Job Retirement Actuary at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors April 2012 - Present
Towers Watson March 2007 - March 2012
Milliman June 2004 - March 2007
Dean & Company Consulting Actuaries June 2003 - June 2004
Skills
Funding, Valuation, Actuarial, Pensions, Actuarial Science, Statistics, Data Analysis, Mathematics, Modeling, Financial Reporting, Excel, Defined Benefit, PowerPoint, Annuity, Word, Fixed Annuities, Microsoft Excel, Microsoft Word
Education
Southern Illinois University, Edwardsville 1999 — 2003
BA, Actuarial Science
Manning & Napier Advisors April 2012 - Present
Towers Watson March 2007 - March 2012
Milliman June 2004 - March 2007
Dean & Company Consulting Actuaries June 2003 - June 2004
Skills
Funding, Valuation, Actuarial, Pensions, Actuarial Science, Statistics, Data Analysis, Mathematics, Modeling, Financial Reporting, Excel, Defined Benefit, PowerPoint, Annuity, Word, Fixed Annuities, Microsoft Excel, Microsoft Word
Education
Southern Illinois University, Edwardsville 1999 — 2003
BA, Actuarial Science
Michael D. Madigan's Manning & Napier Advisors Experience February 2014 - Present
Job Account Administrator at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors February 2014 - Present
AT&T January 2013 - February 2014
AT&T January 2013 - May 2013
M&T Bank June 2012 - January 2013
Livingston County Economic Development January 2012 - May 2012
Skills
PowerPoint, Public Speaking, Customer Service, Sales, Communication, Cold Calling, Sales Leads, Marketing, Telecommunications, Team Leadership, Research, Customer Retention, CRM, Team Building, Cloud Computing, Salesforce.com, Mobile Applications, Mobile Technology, Enterprise Mobility, Mobile Device Management, Cloud Security, Cloud Applications, Excel, Word, Organization, Team-oriented, Negotiation, SAP, Public Relations
Education
State University of New York College at Geneseo 2009 — 2012
Bachelors of Arts, Communications
HFL 2005 — 2008
HFL
Manning & Napier Advisors February 2014 - Present
AT&T January 2013 - February 2014
AT&T January 2013 - May 2013
M&T Bank June 2012 - January 2013
Livingston County Economic Development January 2012 - May 2012
Skills
PowerPoint, Public Speaking, Customer Service, Sales, Communication, Cold Calling, Sales Leads, Marketing, Telecommunications, Team Leadership, Research, Customer Retention, CRM, Team Building, Cloud Computing, Salesforce.com, Mobile Applications, Mobile Technology, Enterprise Mobility, Mobile Device Management, Cloud Security, Cloud Applications, Excel, Word, Organization, Team-oriented, Negotiation, SAP, Public Relations
Education
State University of New York College at Geneseo 2009 — 2012
Bachelors of Arts, Communications
HFL 2005 — 2008
HFL
David Sleeter, CFA David Sleeter, CFA's Manning & Napier Advisors Experience January 2011 - April 2013
Job Senior Research Associate at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors January 2011 - April 2013
Manning & Napier Advisors January 2010 - January 2011
Manning & Napier Advisors July 2008 - December 2009
Skills
Equity Research, Bloomberg, Valuation, Financial Modeling, Investment Management, Financial Statements, Factset, Investments
Education
University of Illinois at Urbana-Champaign 2004 — 2008
BA, Economics
Tsinghua University 2005 — 2005
Manning & Napier Advisors January 2011 - April 2013
Manning & Napier Advisors January 2010 - January 2011
Manning & Napier Advisors July 2008 - December 2009
Skills
Equity Research, Bloomberg, Valuation, Financial Modeling, Investment Management, Financial Statements, Factset, Investments
Education
University of Illinois at Urbana-Champaign 2004 — 2008
BA, Economics
Tsinghua University 2005 — 2005
Josh Pryor Josh Pryor's Manning & Napier Advisors Experience February 2013 - Present
Job Regional Service Representative at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors February 2013 - Present
Manning & Napier Advisors July 2011 - February 2013
Education
SUNY Geneseo 2002 — 2005
Bachelor’s Degree, Business Administration
St. John's University 2001 — 2001
Manning & Napier Advisors February 2013 - Present
Manning & Napier Advisors July 2011 - February 2013
Education
SUNY Geneseo 2002 — 2005
Bachelor’s Degree, Business Administration
St. John's University 2001 — 2001
Dave Pollot Dave Pollot's Manning & Napier Advisors Experience January 2009 - November 2012
Job Principal Engineer at Brand Networks
Industry Computer Software
Experience
Dave Pollot Art, LLC August 2014 - Present
Brand Networks December 2013 - Present
Brand Networks 2012 - December 2013
Manning & Napier Advisors January 2009 - November 2012
Current Communications September 2007 - January 2009
UniteU Technologies May 2003 - September 2008
Skills
.NET, ASP.NET, WCF, Entity Framework, SQL Server, Powershell, C#, WPF, Silverlight, LINQ, jQuery, JavaScript, Application Architecture, Objective-C, Object Oriented Design, F#, MVC
Education
SUNY Geneseo 2001 — 2005
BS, Computer Science
Dave Pollot Art, LLC August 2014 - Present
Brand Networks December 2013 - Present
Brand Networks 2012 - December 2013
Manning & Napier Advisors January 2009 - November 2012
Current Communications September 2007 - January 2009
UniteU Technologies May 2003 - September 2008
Skills
.NET, ASP.NET, WCF, Entity Framework, SQL Server, Powershell, C#, WPF, Silverlight, LINQ, jQuery, JavaScript, Application Architecture, Objective-C, Object Oriented Design, F#, MVC
Education
SUNY Geneseo 2001 — 2005
BS, Computer Science
Brittany L. Bieger, CFP®'s Manning & Napier Advisors Experience May 2011 - February 2015
Job Wealth Advisor Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Manning & Napier Advisors May 2011 - February 2015
Mutual of Omaha April 2010 - May 2011
M&T Bank January 2011 - April 2011
AP Professionals April 2010 - December 2010
Skills
CRM
Education
The College of Financial Planning 2012 — 2014
Certified Financial Planner, Financial Planning and Services
Saint John Fisher College 2007 — 2011
Bachelors of Science, Corporate Finance
Morgan Stanley February 2015 - Present
Manning & Napier Advisors May 2011 - February 2015
Mutual of Omaha April 2010 - May 2011
M&T Bank January 2011 - April 2011
AP Professionals April 2010 - December 2010
Skills
CRM
Education
The College of Financial Planning 2012 — 2014
Certified Financial Planner, Financial Planning and Services
Saint John Fisher College 2007 — 2011
Bachelors of Science, Corporate Finance
Kathryn Higgins Kathryn Higgins's Manning & Napier Advisors Experience March 2012 - October 2014
Job Internal DCIO Consultant at Manning & Napier
Industry Financial Services
Experience
Manning & Napier October 2014 - Present
Manning & Napier Advisors March 2012 - October 2014
Manning & Napier Advisors October 2011 - March 2012
J.P. Morgan May 2011 - August 2011
New York State Agricultural Experiment Station at Cornell University May 2009 - January 2011
Skills
Financial Analysis, Financial Modeling, Investments, Leadership
Education
Rochester Institute of Technology 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
State University of New York College at Fredonia 2007 — 2011
Bachelor of Science, Business Finance
Manning & Napier October 2014 - Present
Manning & Napier Advisors March 2012 - October 2014
Manning & Napier Advisors October 2011 - March 2012
J.P. Morgan May 2011 - August 2011
New York State Agricultural Experiment Station at Cornell University May 2009 - January 2011
Skills
Financial Analysis, Financial Modeling, Investments, Leadership
Education
Rochester Institute of Technology 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
State University of New York College at Fredonia 2007 — 2011
Bachelor of Science, Business Finance
Allan Westcott's Manning & Napier Advisors Experience March 2010 - September 2013
Job Vice President BB&T Retirement and Institutional Services
Industry Investment Management
Experience
BB&T Retirement and Institutional Services September 2013 - Present
Horizon Capital Partners May 2003 - Present
Manning & Napier Advisors March 2010 - September 2013
Provident Financial Advisers August 1999 - May 2003
Banc One Investment Advisors May 1996 - August 1999
NationsBank Trust and Investment Management 1989 - 1993
Skills
Investments, Management, Portfolio Management, Financial Analysis, Risk Management, Training, Mergers & Acquisitions, Banking, Asset Management, Strategic Planning, Finance, Business Strategy, New Business Development, Alternative Investments, Asset Allocation, Mutual Funds, Business Development, Investment Management, Insurance, Hedge Funds, Equities, Strategy, Investment Advisory, Fixed Income, Wealth Management, Asset Managment, Series 7
Education
The Johns Hopkins University 1976 — 1980
BA, Humanities
BB&T Retirement and Institutional Services September 2013 - Present
Horizon Capital Partners May 2003 - Present
Manning & Napier Advisors March 2010 - September 2013
Provident Financial Advisers August 1999 - May 2003
Banc One Investment Advisors May 1996 - August 1999
NationsBank Trust and Investment Management 1989 - 1993
Skills
Investments, Management, Portfolio Management, Financial Analysis, Risk Management, Training, Mergers & Acquisitions, Banking, Asset Management, Strategic Planning, Finance, Business Strategy, New Business Development, Alternative Investments, Asset Allocation, Mutual Funds, Business Development, Investment Management, Insurance, Hedge Funds, Equities, Strategy, Investment Advisory, Fixed Income, Wealth Management, Asset Managment, Series 7
Education
The Johns Hopkins University 1976 — 1980
BA, Humanities
Kevin Rogner Kevin Rogner's Manning & Napier Advisors Experience May 2009 - Present
Job Retirement Plan Consultant
Industry Financial Services
Experience
Manning & Napier Advisors May 2009 - Present
Principal Financial Group January 2008 - December 2008
Nationwide Financial October 2003 - December 2007
One Group Mutual Funds May 2001 - October 2003
Skills
Investment Advisory, Qualified Retirement..., Series 7, Series 63, Retirement Planning, Retirement, Investments, 401k, Investment Strategies
Education
Ohio University 1996 — 2000
Bachelors of Business Administration, Business Law and Management
Ohio University 1996 — 2000
Bachelor's degree - Business Law / Management, Business Law and Management
Manning & Napier Advisors May 2009 - Present
Principal Financial Group January 2008 - December 2008
Nationwide Financial October 2003 - December 2007
One Group Mutual Funds May 2001 - October 2003
Skills
Investment Advisory, Qualified Retirement..., Series 7, Series 63, Retirement Planning, Retirement, Investments, 401k, Investment Strategies
Education
Ohio University 1996 — 2000
Bachelors of Business Administration, Business Law and Management
Ohio University 1996 — 2000
Bachelor's degree - Business Law / Management, Business Law and Management
Jeffrey Marcus's Manning & Napier Advisors Experience February 2003 - July 2004
Job VP Business Development at National Storm Center (NSC)
Industry Information Services
Experience
National Storm Center May 2015 - Present
COMET Informatics LLC December 2013 - May 2015
Pictometry International September 2009 - November 2013
Pictometry International August 2004 - September 2009
Manning & Napier Advisors February 2003 - July 2004
Pictometry International February 2002 - February 2003
Element K February 1998 - May 2001
Roberts Communications February 1994 - February 1998
Lowe Direct September 1987 - February 1994
Skills
Leadership, New Business Development, Sales Operations, Selling, Account Management, Competitive Analysis, Email Marketing, Marketing Communications, Product Development, Strategic Planning, Aerial Photography, GIS, Salesforce.com, Direct Marketing, Sales, Marketing, Management, CRM, Solution Selling, Contract Negotiation, Advertising, Critical Thinking, Program Management, Geomatics, Sales Process, Business Networking, Marketing Management, Online Marketing, B2B, Major Accounts, Software Sales, Inside Sales, Sales Support, Software Industry, Public Speaking, Internet, Resellers, VARs, Geospatial Technologies, Web Mapping, Conference Speaking, Client Relationship..., Geocoding, Satellite Imagery, Aerial Surveys
Education
Rider University 1983 — 1987
BS in Commerce
National Storm Center May 2015 - Present
COMET Informatics LLC December 2013 - May 2015
Pictometry International September 2009 - November 2013
Pictometry International August 2004 - September 2009
Manning & Napier Advisors February 2003 - July 2004
Pictometry International February 2002 - February 2003
Element K February 1998 - May 2001
Roberts Communications February 1994 - February 1998
Lowe Direct September 1987 - February 1994
Skills
Leadership, New Business Development, Sales Operations, Selling, Account Management, Competitive Analysis, Email Marketing, Marketing Communications, Product Development, Strategic Planning, Aerial Photography, GIS, Salesforce.com, Direct Marketing, Sales, Marketing, Management, CRM, Solution Selling, Contract Negotiation, Advertising, Critical Thinking, Program Management, Geomatics, Sales Process, Business Networking, Marketing Management, Online Marketing, B2B, Major Accounts, Software Sales, Inside Sales, Sales Support, Software Industry, Public Speaking, Internet, Resellers, VARs, Geospatial Technologies, Web Mapping, Conference Speaking, Client Relationship..., Geocoding, Satellite Imagery, Aerial Surveys
Education
Rider University 1983 — 1987
BS in Commerce
John Cicolella's Manning & Napier Advisors Experience June 2013 - May 2014
Job Network Administrator at Manning & Napier
Industry Computer Networking
Experience
Manning & Napier June 2014 - Present
Manning & Napier Advisors June 2013 - May 2014
D4 LLC March 2013 - May 2013
MIT Lincoln Laboratory June 2012 - November 2012
Six Month Smiles, Inc. January 2011 - May 2012
Spotswood Board of Education June 2010 - August 2011
Skills
Networking, System Administration, Customer Service, Organization, Software Installation, Troubleshooting, Software Documentation, Time Management, Teamwork, Leadership, Data Entry, Marketing, Training, Software, Help Desk Support, Outlook, Microsoft Excel, Microsoft Word
Education
Rochester Institute of Technology 2010 — 2014
Bachelor of Science, Applied Networking and System Administration
Manning & Napier June 2014 - Present
Manning & Napier Advisors June 2013 - May 2014
D4 LLC March 2013 - May 2013
MIT Lincoln Laboratory June 2012 - November 2012
Six Month Smiles, Inc. January 2011 - May 2012
Spotswood Board of Education June 2010 - August 2011
Skills
Networking, System Administration, Customer Service, Organization, Software Installation, Troubleshooting, Software Documentation, Time Management, Teamwork, Leadership, Data Entry, Marketing, Training, Software, Help Desk Support, Outlook, Microsoft Excel, Microsoft Word
Education
Rochester Institute of Technology 2010 — 2014
Bachelor of Science, Applied Networking and System Administration
Louis Catone's Manning & Napier Advisors Experience April 2011 - January 2013
Job Internal Business Consultant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services February 2013 - Present
Manning & Napier Advisors April 2011 - January 2013
AXA Advisors September 2010 - December 2010
Wall Street Financial Group May 2010 - August 2010
Skills
Mutual Funds, Series 7, Financial Modeling, Asset Allocation, Alternative Investments, Investment Strategies, Retirement Planning, Financial Markets, Morningstar, Relationship Management, Equities, Fixed Income, Portfolio Management, Retirement
Education
SUNY Geneseo 2006 — 2010
Bachelor of Science (B.S.), Business Administration
John Hancock Financial Services February 2013 - Present
Manning & Napier Advisors April 2011 - January 2013
AXA Advisors September 2010 - December 2010
Wall Street Financial Group May 2010 - August 2010
Skills
Mutual Funds, Series 7, Financial Modeling, Asset Allocation, Alternative Investments, Investment Strategies, Retirement Planning, Financial Markets, Morningstar, Relationship Management, Equities, Fixed Income, Portfolio Management, Retirement
Education
SUNY Geneseo 2006 — 2010
Bachelor of Science (B.S.), Business Administration
Paul M. Chen Paul M. Chen's Manning & Napier Advisors Experience 2000 - Present
Job Managing Director Research Process Group at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors 2000 - Present
The HON Company 1996 - 2000
Skills
Strategy, Equities, Portfolio Management, Asset Management, Equity Research, Investments, Investment Management, Asset Allocation, Investment Strategies
Education
Syracuse University 1991 — 1996
Bachelor of Industrial Design
Manning & Napier Advisors 2000 - Present
The HON Company 1996 - 2000
Skills
Strategy, Equities, Portfolio Management, Asset Management, Equity Research, Investments, Investment Management, Asset Allocation, Investment Strategies
Education
Syracuse University 1991 — 1996
Bachelor of Industrial Design
Mark D. Wilcox, CFP® Mark D. Wilcox, CFP®'s Manning & Napier Advisors Experience March 2004 - October 2006
Job Managing Director at Stratos Wealth Partners and CEO at Hudson Wealth Managment
Industry Investment Management
Experience
Stratos Wealth Partners August 2013 - Present
Hudson Wealth Management August 2013 - Present
Ameriprise Financial Services, Inc. 2012 - 2013
Ameriprise Financial January 2009 - November 2012
Sequoia Financial Group 2007 - 2008
Manning & Napier Advisors March 2004 - October 2006
Education
CVCA
The University of Akron
Finance, Personal Finance
Stratos Wealth Partners August 2013 - Present
Hudson Wealth Management August 2013 - Present
Ameriprise Financial Services, Inc. 2012 - 2013
Ameriprise Financial January 2009 - November 2012
Sequoia Financial Group 2007 - 2008
Manning & Napier Advisors March 2004 - October 2006
Education
CVCA
The University of Akron
Finance, Personal Finance
Michael Gruet's Manning & Napier Advisors Experience June 2011 - August 2011
Job Analyst at Federal Home Loan Bank of Boston
Industry Financial Services
Experience
Federal Home Loan Bank of Boston May 2013 - Present
Rensselaer Society of Engineers January 2011 - December 2011
Manning & Napier Advisors June 2011 - August 2011
Rensselaer Society of Engineers January 2010 - December 2010
Liberty Mutual Group June 2010 - August 2010
Skills
Management, Risk Management, Microsoft Office, Data Analysis, Budgets, Team Leadership, Financial Analysis, Time Management, Investments, Analysis, Financial Modeling, Accounting, Microsoft Excel, French, Matlab, Leadership, Research, Fundamental Analysis, Zacks Equity Analysis, Factset, Quickbooks, Visual Basic, Stata, Google Docs, SQL
Education
Rensselaer Polytechnic Institute 2011 — 2012
Master, Financial Engineering & Risk Analytics with a Concentration in Financial Analysis
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2008 — 2011
Bachelors of Science, Business Management and Economics, Cum Laude
Federal Home Loan Bank of Boston May 2013 - Present
Rensselaer Society of Engineers January 2011 - December 2011
Manning & Napier Advisors June 2011 - August 2011
Rensselaer Society of Engineers January 2010 - December 2010
Liberty Mutual Group June 2010 - August 2010
Skills
Management, Risk Management, Microsoft Office, Data Analysis, Budgets, Team Leadership, Financial Analysis, Time Management, Investments, Analysis, Financial Modeling, Accounting, Microsoft Excel, French, Matlab, Leadership, Research, Fundamental Analysis, Zacks Equity Analysis, Factset, Quickbooks, Visual Basic, Stata, Google Docs, SQL
Education
Rensselaer Polytechnic Institute 2011 — 2012
Master, Financial Engineering & Risk Analytics with a Concentration in Financial Analysis
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2008 — 2011
Bachelors of Science, Business Management and Economics, Cum Laude
Lori Szalay Lori Szalay's Manning & Napier Advisors Experience March 2007 - Present
Job Administration Supervisor at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors March 2007 - Present
YMCA of Greater Rochester 2004 - 2007
Skills
Office Administration, Fundraising, Microsoft Excel, Human Resources, Microsoft Word, Administration, Event Management, New Business Development, Event Planning, Leadership, PowerPoint
Education
State University of New York College at Brockport 2001 — 2003
Bachelor's degree, Sociology
Manning & Napier Advisors March 2007 - Present
YMCA of Greater Rochester 2004 - 2007
Skills
Office Administration, Fundraising, Microsoft Excel, Human Resources, Microsoft Word, Administration, Event Management, New Business Development, Event Planning, Leadership, PowerPoint
Education
State University of New York College at Brockport 2001 — 2003
Bachelor's degree, Sociology
Kate Calabrese Kate Calabrese's Manning & Napier Advisors Experience January 2013 - April 2013
Job Tax Associate at PwC
Industry Accounting
Experience
PwC January 2015 - Present
PwC June 2014 - August 2014
Manning & Napier Advisors January 2013 - April 2013
Skills
Accounting, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word, Finance, Microsoft Office, Time Management, Accounts Payable, Leadership Development, Financial Accounting, Access, Financial Analysis, Financial Reporting, Data Analysis, Leadership
Education
SUNY Geneseo 2010 — 2014
Bachelor of Science (BS), Accounting, 3.58
PwC January 2015 - Present
PwC June 2014 - August 2014
Manning & Napier Advisors January 2013 - April 2013
Skills
Accounting, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word, Finance, Microsoft Office, Time Management, Accounts Payable, Leadership Development, Financial Accounting, Access, Financial Analysis, Financial Reporting, Data Analysis, Leadership
Education
SUNY Geneseo 2010 — 2014
Bachelor of Science (BS), Accounting, 3.58
Jim Link, CEBS Jim Link, CEBS's Manning & Napier Advisors Experience May 1997 - May 2000
Job Chief Marketing Officer at PFM Asset Management LLC
Industry Financial Services
Experience
PFM Asset Management LLC May 2006 - Present
Wachovia Bank May 2000 - May 2006
Manning & Napier Advisors May 1997 - May 2000
T Rowe Price November 1994 - May 1997
Prudential Insurance May 1990 - November 1994
AIG VALIC September 1988 - May 1990
Skills
Asset Management, Retirement, Securities, Benefits, Investments, Marketing Strategy, Marketing Management, Sales, Pensions, Asset Allocation, Defined Contribution, Deferred Compensation
Education
Texas A&M University 1982 — 1988
Bachelor of Science, Economics
PFM Asset Management LLC May 2006 - Present
Wachovia Bank May 2000 - May 2006
Manning & Napier Advisors May 1997 - May 2000
T Rowe Price November 1994 - May 1997
Prudential Insurance May 1990 - November 1994
AIG VALIC September 1988 - May 1990
Skills
Asset Management, Retirement, Securities, Benefits, Investments, Marketing Strategy, Marketing Management, Sales, Pensions, Asset Allocation, Defined Contribution, Deferred Compensation
Education
Texas A&M University 1982 — 1988
Bachelor of Science, Economics
Jonathan (Jay) Galli Jonathan (Jay) Galli's Manning & Napier Advisors Experience June 2013 - Present
Job Healthcare Equity Research at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors June 2013 - Present
Orange Value Fund September 2011 - May 2013
Credit Suisse June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Quantitative Analytics, Data Analysis, Market Research, Bloomberg, Equity Research, Equities, Financial Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (BS), Finance and Economics
Manning & Napier Advisors June 2013 - Present
Orange Value Fund September 2011 - May 2013
Credit Suisse June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Quantitative Analytics, Data Analysis, Market Research, Bloomberg, Equity Research, Equities, Financial Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (BS), Finance and Economics
Megan Antonitto, MBA's Manning & Napier Advisors Experience September 2013 - July 2015
Job Auditor at ESL Federal Credit Union
Industry Financial Services
Experience
ESL Federal Credit Union August 2015 - Present
Manning & Napier Advisors September 2013 - July 2015
Manning & Napier Advisors September 2010 - September 2013
Manning & Napier Advisors January 2010 - September 2010
Manning & Napier Advisors September 2007 - January 2010
Whiting Consulting May 2004 - September 2007
Skills
Auditing, Accounting, Business Process..., Financial Services, Leadership, Mutual Funds, Fund Accounting, Securities, Sarbanes-Oxley Act, Internal Controls, Change Management
Education
Rochester Institute of Technology
MBA, Finance, 3.94
State University of New York College at Geneseo
Bachelors of Science, Accounting/Business, 3.48
ESL Federal Credit Union August 2015 - Present
Manning & Napier Advisors September 2013 - July 2015
Manning & Napier Advisors September 2010 - September 2013
Manning & Napier Advisors January 2010 - September 2010
Manning & Napier Advisors September 2007 - January 2010
Whiting Consulting May 2004 - September 2007
Skills
Auditing, Accounting, Business Process..., Financial Services, Leadership, Mutual Funds, Fund Accounting, Securities, Sarbanes-Oxley Act, Internal Controls, Change Management
Education
Rochester Institute of Technology
MBA, Finance, 3.94
State University of New York College at Geneseo
Bachelors of Science, Accounting/Business, 3.48
Benjamin McCubbin Benjamin McCubbin's Manning & Napier Advisors Experience 2013 - 2013
Job Fixed Income Administrative Assistant at Manning & Napier
Industry Financial Services
Experience
Manning & Napier January 2014 - Present
Manning & Napier Advisors 2013 - 2013
Menorah Park February 2012 - April 2012
James Mazza & Associates, Financial Wellness Center June 2011 - August 2011
James Mazza & Associates, Financial Wellness Center June 2010 - August 2010
Skills
Management, Analysis, Microsoft Excel, Fixed Income, Fixed Income Analysis, Capital Markets, Equity Research, Equity Derivatives, Economics, MS Powerpoint, Financial Analysis, Credit Analysis, Credit, Risk Assessment, Bloomberg
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2012
BS, Finance, General
Greece Athena High School
Regents Diploma, Advanced Designation
Syracuse University
Manning & Napier January 2014 - Present
Manning & Napier Advisors 2013 - 2013
Menorah Park February 2012 - April 2012
James Mazza & Associates, Financial Wellness Center June 2011 - August 2011
James Mazza & Associates, Financial Wellness Center June 2010 - August 2010
Skills
Management, Analysis, Microsoft Excel, Fixed Income, Fixed Income Analysis, Capital Markets, Equity Research, Equity Derivatives, Economics, MS Powerpoint, Financial Analysis, Credit Analysis, Credit, Risk Assessment, Bloomberg
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2012
BS, Finance, General
Greece Athena High School
Regents Diploma, Advanced Designation
Syracuse University
Michele Panzeri, CFA Michele Panzeri, CFA's Manning & Napier Advisors Experience 2013 - 2013
Job
Industry Investment Management
Julie Newcomb Julie Newcomb's Manning & Napier Advisors Experience February 2010 - Present
Job Financial Analyst at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors February 2010 - Present
Education
Saint John Fisher College 2006 — 2009
Bachelor's degree, Finance, General
Manning & Napier Advisors February 2010 - Present
Education
Saint John Fisher College 2006 — 2009
Bachelor's degree, Finance, General
Whitney Tracy Whitney Tracy's Manning & Napier Advisors Experience December 2011 - Present
Job CPA / Sr. Financial Analyst at Manning & Napier
Industry Accounting
Experience
Manning & Napier Advisors December 2011 - Present
PwC September 2008 - December 2011
Education
State University of New York College at Geneseo 2004 — 2008
BS in Accounting, Accounting
Manning & Napier Advisors December 2011 - Present
PwC September 2008 - December 2011
Education
State University of New York College at Geneseo 2004 — 2008
BS in Accounting, Accounting
Ronna Lao's Manning & Napier Advisors Experience May 2011 - May 2014
Job Financial Services Professional
Industry Financial Services
Experience
Manning & Napier Advisors May 2011 - May 2014
International 2009 - 2010
Sanford C. Bernstein & Co., LLC July 2006 - June 2009
Credit Suisse June 2000 - June 2006
Skills
Bloomberg, Equities, Options, Derivatives, Valuation, Portfolio Management
Education
Tulane University 1996 — 2000
Bachelor of Science, Economics and Political Science (International Relations)
Bronx High School of Science 1992 — 1996
New York State Regents Diploma
Manning & Napier Advisors May 2011 - May 2014
International 2009 - 2010
Sanford C. Bernstein & Co., LLC July 2006 - June 2009
Credit Suisse June 2000 - June 2006
Skills
Bloomberg, Equities, Options, Derivatives, Valuation, Portfolio Management
Education
Tulane University 1996 — 2000
Bachelor of Science, Economics and Political Science (International Relations)
Bronx High School of Science 1992 — 1996
New York State Regents Diploma
Jason Burger Jason Burger's Manning & Napier Advisors Experience October 2011 - January 2013
Job Sr. Investment Analyst Private Markets at UPS Group Trust
Industry Investment Management
Experience
UPS Group Trust August 2015 - Present
NYS Teachers' Retirement System August 2013 - August 2015
Manning & Napier Advisors October 2011 - January 2013
Manning & Napier Advisors June 2011 - October 2011
Orange Value Fund April 2009 - May 2011
Third Avenue Management June 2010 - August 2010
Skills
Portfolio Management, Equity Research, Bloomberg, Investments, Hedge Funds, Fixed Income, Financial Analysis, Equities, Microsoft Excel, Financial Modeling, Valuation, Private Equity, Bloomberg Terminal, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2011
B.S, Finance
Bethlehem Central 2003 — 2007
UPS Group Trust August 2015 - Present
NYS Teachers' Retirement System August 2013 - August 2015
Manning & Napier Advisors October 2011 - January 2013
Manning & Napier Advisors June 2011 - October 2011
Orange Value Fund April 2009 - May 2011
Third Avenue Management June 2010 - August 2010
Skills
Portfolio Management, Equity Research, Bloomberg, Investments, Hedge Funds, Fixed Income, Financial Analysis, Equities, Microsoft Excel, Financial Modeling, Valuation, Private Equity, Bloomberg Terminal, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2011
B.S, Finance
Bethlehem Central 2003 — 2007
Nicole Kier's Manning & Napier Advisors Experience August 2011 - Present
Job Junior Recruiter at Manning & Napier
Industry Financial Services
Experience
Manning & Napier Advisors August 2011 - Present
Wegmans Food Markets May 2010 - December 2014
Wegmans Food Markets August 2005 - April 2011
New York State Division of Human Rights January 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, Budgets, Microsoft Office, Project Coordination, Customer Service, Teaching, Technical Recruiting, PowerPoint, Training, Interviews
Education
State University of New York College at Brockport 2007 — 2011
Bachelor's Degree, History & Political Science, Minor in Business Administration, GPA 3.68
Manning & Napier Advisors August 2011 - Present
Wegmans Food Markets May 2010 - December 2014
Wegmans Food Markets August 2005 - April 2011
New York State Division of Human Rights January 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, Budgets, Microsoft Office, Project Coordination, Customer Service, Teaching, Technical Recruiting, PowerPoint, Training, Interviews
Education
State University of New York College at Brockport 2007 — 2011
Bachelor's Degree, History & Political Science, Minor in Business Administration, GPA 3.68
Eric Damiano Eric Damiano's Manning & Napier Advisors Experience May 2012 - August 2012
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet July 2013 - Present
Manning & Napier Advisors May 2012 - August 2012
Blue Cross and Blue Shield of Western New York June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Access
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (BS), Finance & Management
Fairport High School
FactSet July 2013 - Present
Manning & Napier Advisors May 2012 - August 2012
Blue Cross and Blue Shield of Western New York June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Access
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (BS), Finance & Management
Fairport High School
Nikki Hamblin's Manning & Napier Advisors Experience January 2013 - Present
Job Vice President, DC Key Accounts at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors January 2013 - Present
Education
University of Rochester - Simon Business School 2004 — 2006
MBA, Finance
Syracuse University 1995 — 1999
BS, Broadcast Journalism
Manning & Napier Advisors January 2013 - Present
Education
University of Rochester - Simon Business School 2004 — 2006
MBA, Finance
Syracuse University 1995 — 1999
BS, Broadcast Journalism
Christopher Petrosino's Manning & Napier Advisors Experience October 2002 - Present
Job Managing Director, Quantitative Strategies Group
Industry Financial Services
Experience
Manning & Napier Advisors October 2002 - Present
Education
Rochester Institute of Technology 2001 — 2003
MS
University of Rochester 1996 — 2000
BA
Manning & Napier Advisors October 2002 - Present
Education
Rochester Institute of Technology 2001 — 2003
MS
University of Rochester 1996 — 2000
BA
Laura Robbins's Manning & Napier Advisors Experience April 2012 - September 2014
Job Data Analyst at Cognisight, LLC
Industry Oil & Energy
Experience
Cognisight, LLC April 2015 - Present
Superior Plus Energy Services March 2015 - April 2015
Schlesinger Associates September 2014 - February 2015
Manning & Napier Advisors April 2012 - September 2014
Lewis Tree Service, Inc. March 2011 - April 2012
Harris Interactive May 2008 - March 2011
Harris Interactive January 2007 - May 2008
Harris Interactive June 2004 - December 2006
Charter One Auto Finance October 2003 - June 2004
Skills
SQL Server 2000-2008, Visual Studio, SQL, Data Analysis, T-SQL, SSRS, Analytics, Business Intelligence, SQL Server Management..., Microsoft SQL Server, Databases, Database Design, Troubleshooting, Database Administration, Microsoft Excel
Education
Saint Bonaventure University 1999 — 2003
BS, Computer Science
Aquinas Institute of Rochester 1994 — 1999
high school diploma
Cognisight, LLC April 2015 - Present
Superior Plus Energy Services March 2015 - April 2015
Schlesinger Associates September 2014 - February 2015
Manning & Napier Advisors April 2012 - September 2014
Lewis Tree Service, Inc. March 2011 - April 2012
Harris Interactive May 2008 - March 2011
Harris Interactive January 2007 - May 2008
Harris Interactive June 2004 - December 2006
Charter One Auto Finance October 2003 - June 2004
Skills
SQL Server 2000-2008, Visual Studio, SQL, Data Analysis, T-SQL, SSRS, Analytics, Business Intelligence, SQL Server Management..., Microsoft SQL Server, Databases, Database Design, Troubleshooting, Database Administration, Microsoft Excel
Education
Saint Bonaventure University 1999 — 2003
BS, Computer Science
Aquinas Institute of Rochester 1994 — 1999
high school diploma
Karen Zugibe's Manning & Napier Advisors Experience June 2006 - Present
Job Senior Compliance Liaison at Manning & Napier Advisors, LLC
Industry Financial Services
Experience
Manning & Napier Advisors June 2006 - Present
Education
Rochester Institute of Technology 2005 — 2006
Master of Business Administration (M.B.A.), International Business
State University of New York College at Cortland
Bachelor of Arts (B.A.), Psychology
Manning & Napier Advisors June 2006 - Present
Education
Rochester Institute of Technology 2005 — 2006
Master of Business Administration (M.B.A.), International Business
State University of New York College at Cortland
Bachelor of Arts (B.A.), Psychology
Adam Markert's Manning & Napier Advisors Experience May 2012 - June 2015
Job at
Industry Information Technology and Services
Experience
Excellus BCBS June 2015 - Present
Manning & Napier Advisors May 2012 - June 2015
North American Breweries (High Falls Brewing Co., Genesee Brewing Co., Labatt USA) September 2007 - May 2012
Brite Computers, Inc. May 2005 - September 2007
Skills
Servers, VMware, System Administration, DNS, Windows Server, VMware ESX, DHCP, VMware Infrastructure, vSphere, SAN, WSUS, Blackberry Enterprise..., File Servers, Security+, Group Policy, Backup Exec, Storage Area Networks, RAID, Packeteer, Samba, Windows Server 2008, Windows Server 2003, Information Security
Education
Rochester Institute of Technology 2006 — 2012
MS, Networking and System Administration
Rochester Institute of Technology 2001 — 2005
BS, Information Technology
Excellus BCBS June 2015 - Present
Manning & Napier Advisors May 2012 - June 2015
North American Breweries (High Falls Brewing Co., Genesee Brewing Co., Labatt USA) September 2007 - May 2012
Brite Computers, Inc. May 2005 - September 2007
Skills
Servers, VMware, System Administration, DNS, Windows Server, VMware ESX, DHCP, VMware Infrastructure, vSphere, SAN, WSUS, Blackberry Enterprise..., File Servers, Security+, Group Policy, Backup Exec, Storage Area Networks, RAID, Packeteer, Samba, Windows Server 2008, Windows Server 2003, Information Security
Education
Rochester Institute of Technology 2006 — 2012
MS, Networking and System Administration
Rochester Institute of Technology 2001 — 2005
BS, Information Technology
Dave Immonen's Manning & Napier Advisors Experience October 2005 - Present
Job Vice President/Client Consultant at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors October 2005 - Present
Mellon Equity Associates 2000 - 2005
Federated Investors 1993 - 2000
Education
The George Washington University 1990 — 1992
MBA, Finance & Investments
University of Notre Dame 1983 — 1987
B.A., Economics and German
Manning & Napier Advisors October 2005 - Present
Mellon Equity Associates 2000 - 2005
Federated Investors 1993 - 2000
Education
The George Washington University 1990 — 1992
MBA, Finance & Investments
University of Notre Dame 1983 — 1987
B.A., Economics and German
Elizabeth Mossow, CFA's Manning & Napier Advisors Experience July 2006 - May 2007
Job Portfolio Manager, AVP at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2013 - Present
OppenheimerFunds May 2007 - June 2013
Manning & Napier Advisors July 2006 - May 2007
The Baupost Group, LLC August 2000 - March 2006
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2008 — 2011
MBA, Finance
Saint Lawrence University 1996 — 2000
BA, Economics
Brighton High School 1992 — 1996
High School
OppenheimerFunds July 2013 - Present
OppenheimerFunds May 2007 - June 2013
Manning & Napier Advisors July 2006 - May 2007
The Baupost Group, LLC August 2000 - March 2006
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2008 — 2011
MBA, Finance
Saint Lawrence University 1996 — 2000
BA, Economics
Brighton High School 1992 — 1996
High School
Rich Buch's Manning & Napier Advisors Experience March 1996 - May 1998
Job Director of Business and Finance at Canandaigua Family YMCA
Industry Accounting
Experience
Canandaigua Family YMCA October 2012 - Present
Gray Locey, CPA PC December 2008 - October 2012
R&M Mortgage Inc May 2001 - October 2008
Manning & Napier Advisors March 1996 - May 1998
Skills
Accounting, Finance, Managerial Finance, Financial Reporting, Financial Analysis, Management, Auditing, Budgets, Payroll, General Ledger, Tax, Mortgage Lending, Insurance, QuickBooks, GAAP, Strategic Financial..., Real Estate, Internal Controls, Forecasting, Tax Preparation, Financial Planning
Education
State University of New York College at Brockport 1993 — 1995
BS, Financial Management, Psychology
State University of New York - System 1991 — 1993
AAS, Accounting
Penfield High School 1988 — 1991
Canandaigua Family YMCA October 2012 - Present
Gray Locey, CPA PC December 2008 - October 2012
R&M Mortgage Inc May 2001 - October 2008
Manning & Napier Advisors March 1996 - May 1998
Skills
Accounting, Finance, Managerial Finance, Financial Reporting, Financial Analysis, Management, Auditing, Budgets, Payroll, General Ledger, Tax, Mortgage Lending, Insurance, QuickBooks, GAAP, Strategic Financial..., Real Estate, Internal Controls, Forecasting, Tax Preparation, Financial Planning
Education
State University of New York College at Brockport 1993 — 1995
BS, Financial Management, Psychology
State University of New York - System 1991 — 1993
AAS, Accounting
Penfield High School 1988 — 1991
Rosanne Lissow's Manning & Napier Advisors Experience 1995 - 1999
Job Head Trader at Decatur Capital Management
Industry Financial Services
Experience
Decatur Capital Management VP, Head TraderOak Value Capital ManagementOctober 2001 - August 2010
NCM Capital June 1999 - September 2001
Manning & Napier Advisors 1995 - 1999
Skills
Alternative Investments, Equities, Equity Research
Education
Rochester Institute of Technology 1990 — 1995
Bachelor of Science, Finance
Decatur Capital Management VP, Head TraderOak Value Capital ManagementOctober 2001 - August 2010
NCM Capital June 1999 - September 2001
Manning & Napier Advisors 1995 - 1999
Skills
Alternative Investments, Equities, Equity Research
Education
Rochester Institute of Technology 1990 — 1995
Bachelor of Science, Finance
Keith Harwood's Manning & Napier Advisors Experience February 1998 - Present
Job Director of Credit Research at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors February 1998 - Present
Skills
Bloomberg, Portfolio Management, Financial Modeling, Investments, Asset Management, Financial Analysis, Electronic Trading, Accounting, Microsoft Excel, Forecasting, PowerPoint, Fixed Income, Microsoft Office
Education
Saint John Fisher College 1991 — 1996
Bachelor of Arts (B.A.), Economics
Manning & Napier Advisors February 1998 - Present
Skills
Bloomberg, Portfolio Management, Financial Modeling, Investments, Asset Management, Financial Analysis, Electronic Trading, Accounting, Microsoft Excel, Forecasting, PowerPoint, Fixed Income, Microsoft Office
Education
Saint John Fisher College 1991 — 1996
Bachelor of Arts (B.A.), Economics
Craig Abbott's Manning & Napier Advisors Experience 1998 - Present
Job VP/Retirement Plan Consultant at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors 1998 - Present
Mercer Human Resource Consulting 1995 - 1998
Education
State University of New York College at Brockport 1986 — 1990
Manning & Napier Advisors 1998 - Present
Mercer Human Resource Consulting 1995 - 1998
Education
State University of New York College at Brockport 1986 — 1990
Michele Caccamise, MBA's Manning & Napier Advisors Experience 2007 - Present
Job Manager of Marketing Operations at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors 2007 - Present
AXA Advisors 2003 - 2007
Skills
Series 7, Investment Management, Uniform Combined State..., Financial Services, Life & Health Insurance..., Marketing Communications, Life Insurance, FINRA, Finance, Mutual Funds, Securities, Series 63, Series 66, Marketing
Education
Saint John Fisher College 2005 — 2010
MBA
Saint John Fisher College
Bachelor of Science (B.S.), Business Management/Corporate Finance
Manning & Napier Advisors 2007 - Present
AXA Advisors 2003 - 2007
Skills
Series 7, Investment Management, Uniform Combined State..., Financial Services, Life & Health Insurance..., Marketing Communications, Life Insurance, FINRA, Finance, Mutual Funds, Securities, Series 63, Series 66, Marketing
Education
Saint John Fisher College 2005 — 2010
MBA
Saint John Fisher College
Bachelor of Science (B.S.), Business Management/Corporate Finance
Leslie White, CFA's Manning & Napier Advisors Experience 1993 - 1999
Job Owner, Troika Investment Advisors, LLC
Industry Investment Management
Experience
Troika Investment Advisors, LLC 2000 - Present
Manning & Napier Advisors 1993 - 1999
CIGNA Investments, Inc 1986 - 1993
The Travelers Investment Management Company 1985 - 1986
Connecticut Bank and Trust Company 1982 - 1985
Skills
Investments, Equities, Portfolio Management, Wealth Management, Investment Management, Equity Research, Asset Allocation, Asset Management, Investment Strategies, Investment Advisory, Valuation
Education
Trinity College-Hartford 1979 — 1983
BA, Economics
Troika Investment Advisors, LLC 2000 - Present
Manning & Napier Advisors 1993 - 1999
CIGNA Investments, Inc 1986 - 1993
The Travelers Investment Management Company 1985 - 1986
Connecticut Bank and Trust Company 1982 - 1985
Skills
Investments, Equities, Portfolio Management, Wealth Management, Investment Management, Equity Research, Asset Allocation, Asset Management, Investment Strategies, Investment Advisory, Valuation
Education
Trinity College-Hartford 1979 — 1983
BA, Economics
Angela Obuhanych, CEBS's Manning & Napier Advisors Experience May 2011 - January 2015
Job Benefits Consultant at Freelance
Industry Investment Management
Experience
Freelance February 2015 - Present
Manning & Napier Advisors May 2011 - January 2015
HR Works, Inc. 2008 - May 2011
Rochester General Health System 2007 - 2008
Catholic Health System 2005 - 2007
Kaleida Health 1998 - 2005
Skills
Employee Benefits, Retirement, HRIS, Analysis, Strategic Planning, Process Improvement, Deferred Compensation, Benefits Administration, Human Resources, Employee Relations, Employee Wellness..., High Deductible Health..., Health Care Reform, Management, Defined Benefit, Recruiting, Employee Engagement, Health Insurance, 401k, Insurance, Benefits Plan Design, Training Program Design..., RFP Design, Communication, White Papers - Research..., Health, Compliance, Consumerism, Employee Orientation..., Employee Focus Groups, Disability Insurance
Education
Syracuse University
Bachelor of Science, Management
Freelance February 2015 - Present
Manning & Napier Advisors May 2011 - January 2015
HR Works, Inc. 2008 - May 2011
Rochester General Health System 2007 - 2008
Catholic Health System 2005 - 2007
Kaleida Health 1998 - 2005
Skills
Employee Benefits, Retirement, HRIS, Analysis, Strategic Planning, Process Improvement, Deferred Compensation, Benefits Administration, Human Resources, Employee Relations, Employee Wellness..., High Deductible Health..., Health Care Reform, Management, Defined Benefit, Recruiting, Employee Engagement, Health Insurance, 401k, Insurance, Benefits Plan Design, Training Program Design..., RFP Design, Communication, White Papers - Research..., Health, Compliance, Consumerism, Employee Orientation..., Employee Focus Groups, Disability Insurance
Education
Syracuse University
Bachelor of Science, Management
Hari Jackson, CFA's Manning & Napier Advisors Experience July 2008 - December 2012
Job ANA Ventures, LLC
Industry Financial Services
Experience
ANA Ventures, LLC February 2014 - Present
IGS Energy December 2012 - January 2014
Manning & Napier Advisors July 2008 - December 2012
First Merchants Corporation May 2006 - July 2008
Champaign National Bank May 2002 - October 2005
ABB, Inc. 1987 - 2002
Skills
Valuation, Financial Modeling, Credit Risk, Automation, Portfolio Management, Project Management, Business Strategy, Equity Research, Commercial Lending, Data Analysis, Analysis, Financial Analysis, Investments, Risk Management, Asset Management, Natural Gas, Mergers & Acquisitions, Economics, Competitive Analysis, Business Analysis, Strategy, Business Development, Energy
Education
The Ohio State University 1983 — 1987
Bachelors, Electrical Engineering
ANA Ventures, LLC February 2014 - Present
IGS Energy December 2012 - January 2014
Manning & Napier Advisors July 2008 - December 2012
First Merchants Corporation May 2006 - July 2008
Champaign National Bank May 2002 - October 2005
ABB, Inc. 1987 - 2002
Skills
Valuation, Financial Modeling, Credit Risk, Automation, Portfolio Management, Project Management, Business Strategy, Equity Research, Commercial Lending, Data Analysis, Analysis, Financial Analysis, Investments, Risk Management, Asset Management, Natural Gas, Mergers & Acquisitions, Economics, Competitive Analysis, Business Analysis, Strategy, Business Development, Energy
Education
The Ohio State University 1983 — 1987
Bachelors, Electrical Engineering
Mike Dickson's Manning & Napier Advisors Experience 2007 - 2009
Job VP, Operations Relationship Manager at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles November 2009 - Present
Manning & Napier Advisors 2007 - 2009
ING Funds 2003 - 2006
OppenheimerFunds 1996 - 2001
Alliance Capital Management 1993 - 1996
Skills
Business Relationship..., Sales Management, Personal Finance, Public Speaking, Business Analysis, Mutual Funds, Alternative Investments, Investments, Sales, Process Improvement, Financial Services, Portfolio Management, Team Building, Banking, Budgets, Series 63, Management, Financial Analysis, Equities, Separately Managed..., Marketing, Series 7, Finance, Relationship Management, Leadership, Insurance, Research, Strategic Financial...
Education
Suffolk University 1989 — 1991
BS, Finance
Suffolk University - Sawyer Business School 1989 — 1991
BSBA, Finance
Loomis Sayles November 2009 - Present
Manning & Napier Advisors 2007 - 2009
ING Funds 2003 - 2006
OppenheimerFunds 1996 - 2001
Alliance Capital Management 1993 - 1996
Skills
Business Relationship..., Sales Management, Personal Finance, Public Speaking, Business Analysis, Mutual Funds, Alternative Investments, Investments, Sales, Process Improvement, Financial Services, Portfolio Management, Team Building, Banking, Budgets, Series 63, Management, Financial Analysis, Equities, Separately Managed..., Marketing, Series 7, Finance, Relationship Management, Leadership, Insurance, Research, Strategic Financial...
Education
Suffolk University 1989 — 1991
BS, Finance
Suffolk University - Sawyer Business School 1989 — 1991
BSBA, Finance
Jackie Parsnip's Manning & Napier Advisors Experience June 2012 - Present
Job Training & Business Solutions Specialist
Industry Financial Services
Experience
Manning & Napier Advisors June 2012 - Present
Manning & Napier Advisors November 2007 - June 2012
Lee Financial Corporation 2006 - 2007
Bank of America 2005 - 2006
Fleet Bank 2000 - 2005
Skills
Project Management, Training Facilitation, Training Delivery, Process Improvement, Analysis, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Business Process, Financial Services, SharePoint, Visio, crm, Business Analysis
Education
The University of Texas at Arlington 2005 — 2007
Master's, Communications
State University of New York College at Brockport 2003 — 2007
Master's, Communication
State University of New York College at Brockport 1996 — 2000
Bachelor's, Business
Manning & Napier Advisors June 2012 - Present
Manning & Napier Advisors November 2007 - June 2012
Lee Financial Corporation 2006 - 2007
Bank of America 2005 - 2006
Fleet Bank 2000 - 2005
Skills
Project Management, Training Facilitation, Training Delivery, Process Improvement, Analysis, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Business Process, Financial Services, SharePoint, Visio, crm, Business Analysis
Education
The University of Texas at Arlington 2005 — 2007
Master's, Communications
State University of New York College at Brockport 2003 — 2007
Master's, Communication
State University of New York College at Brockport 1996 — 2000
Bachelor's, Business
Darin Leone, CFA's Manning & Napier Advisors Experience 2009 - Present
Job Portfolio Strategist at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors 2009 - Present
US Trust, Bank of America Private Wealth Management June 2005 - March 2009
US Trust April 2003 - June 2005
Raymond James Financial April 2002 - April 2003
Raymond James Financial Inc. 2000 - April 2002
Skills
Asset Allocation, Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Investment Strategies, Wealth Management, Separately Managed..., Asset Managment, Portfolio Management, Equities, Fixed Income, ETFs, Investment Advisory, Public Speaking
Education
Syracuse University 1994 — 1999
Bachelor, Business and Consumer Studies
Manning & Napier Advisors 2009 - Present
US Trust, Bank of America Private Wealth Management June 2005 - March 2009
US Trust April 2003 - June 2005
Raymond James Financial April 2002 - April 2003
Raymond James Financial Inc. 2000 - April 2002
Skills
Asset Allocation, Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Investment Strategies, Wealth Management, Separately Managed..., Asset Managment, Portfolio Management, Equities, Fixed Income, ETFs, Investment Advisory, Public Speaking
Education
Syracuse University 1994 — 1999
Bachelor, Business and Consumer Studies
Adam Kukucka's Manning & Napier Advisors Experience July 2010 - November 2012
Job Lead Software Engineer at Brand Networks
Industry Computer Software
Experience
Brand Networks November 2012 - Present
Manning & Napier Advisors July 2010 - November 2012
Digital Kinetics 2009 - 2012
Xerox September 2008 - July 2010
ITT March 2007 - August 2008
Jacobs Technology June 2005 - March 2007
Skills
C#, JavaScript, Visual Studio, SQL, Java, Objective-C, ASP.NET, iPhone development, Linux, Mac OS X, iOS development, Windows, Docker, DevOps
Education
Penn State University 2001 — 2005
BS, Computer Science
Brand Networks November 2012 - Present
Manning & Napier Advisors July 2010 - November 2012
Digital Kinetics 2009 - 2012
Xerox September 2008 - July 2010
ITT March 2007 - August 2008
Jacobs Technology June 2005 - March 2007
Skills
C#, JavaScript, Visual Studio, SQL, Java, Objective-C, ASP.NET, iPhone development, Linux, Mac OS X, iOS development, Windows, Docker, DevOps
Education
Penn State University 2001 — 2005
BS, Computer Science
Christopher H. DeVoe CFA's Manning & Napier Advisors Experience June 1980 - October 1983
Job Investment Manager and Financial Analyst
Industry Investment Management
Experience
Constellation Asset Management, Inc., July 1996 - Present
Troop 1, BSA 1983 - Present
Capital Strategy Group, Ltd. October 1985 - June 1996
Syracuse University Endowment Fund November 1983 - October 1985
Manning & Napier Advisors June 1980 - October 1983
Skills
Investments, Asset Managment, Portfolio Management, Equities, Asset Management, Management, Strategic Planning, Valuation, Fixed Income, Asset Allocation, Finance, Investment Management, Alternative Investments, Financial Modeling, Equity Research, Investment Strategies, Mutual Funds, Wealth Management, Equity Valuation, Securities, Capital Markets, Investment Advisory, Financial Markets, Trading, Financial Advisory
Education
University of Virginia 1980 — 1983
CFA, Chartered Financial Analyst
University of Rochester - Simon Business School 1979 — 1980
MBA, Finance & Applied Economics
Syracuse University - Martin J. Whitman School of Management 1975 — 1979
BS, Finance, Cum GPA 3.93
Bishop Grimes High School 1971 — 1975
Diploma
Troop 1, BSA, Syracuse, NY
Constellation Asset Management, Inc., July 1996 - Present
Troop 1, BSA 1983 - Present
Capital Strategy Group, Ltd. October 1985 - June 1996
Syracuse University Endowment Fund November 1983 - October 1985
Manning & Napier Advisors June 1980 - October 1983
Skills
Investments, Asset Managment, Portfolio Management, Equities, Asset Management, Management, Strategic Planning, Valuation, Fixed Income, Asset Allocation, Finance, Investment Management, Alternative Investments, Financial Modeling, Equity Research, Investment Strategies, Mutual Funds, Wealth Management, Equity Valuation, Securities, Capital Markets, Investment Advisory, Financial Markets, Trading, Financial Advisory
Education
University of Virginia 1980 — 1983
CFA, Chartered Financial Analyst
University of Rochester - Simon Business School 1979 — 1980
MBA, Finance & Applied Economics
Syracuse University - Martin J. Whitman School of Management 1975 — 1979
BS, Finance, Cum GPA 3.93
Bishop Grimes High School 1971 — 1975
Diploma
Troop 1, BSA, Syracuse, NY
Michelle Clark, PMP's Manning & Napier Advisors Experience June 2011 - Present
Job Project Manager at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors June 2011 - Present
PMI Rochester June 2014 - April 2015
Harris Interactive Inc. August 2010 - June 2011
Harris Interactive Inc. June 2008 - August 2010
First Investors Corporation June 2007 - April 2008
Fisher-Price December 2006 - January 2007
Admar Construction Equipment and Supplies May 2000 - August 2006
Skills
Recruiting, Management, Budgets, Software Documentation, Research, Time Management, Market Research, Quantitative Research, Marketing Research, Project Management, Data Analysis, Analytics, Interviews, Microsoft Excel, Survey Design, Microsoft Office
Education
Villanova University 2012 — 2013
Master Certificate in Applied Project Management, Project Management
State University of New York at Buffalo - School of Management 2004 — 2008
BS, Marketing, International Business
Manning & Napier Advisors June 2011 - Present
PMI Rochester June 2014 - April 2015
Harris Interactive Inc. August 2010 - June 2011
Harris Interactive Inc. June 2008 - August 2010
First Investors Corporation June 2007 - April 2008
Fisher-Price December 2006 - January 2007
Admar Construction Equipment and Supplies May 2000 - August 2006
Skills
Recruiting, Management, Budgets, Software Documentation, Research, Time Management, Market Research, Quantitative Research, Marketing Research, Project Management, Data Analysis, Analytics, Interviews, Microsoft Excel, Survey Design, Microsoft Office
Education
Villanova University 2012 — 2013
Master Certificate in Applied Project Management, Project Management
State University of New York at Buffalo - School of Management 2004 — 2008
BS, Marketing, International Business
Ryann Cook's Manning & Napier Advisors Experience February 2007 - November 2007
Job Senior Financial Analyst
Industry Accounting
Experience
Harris RF Communications July 2014 - Present
Harris RF Communications March 2011 - July 2014
Harris RF Communications November 2007 - March 2011
Manning & Napier Advisors February 2007 - November 2007
Paychex January 2005 - February 2007
Skills
Financial Analysis, Budgets, Invoicing, Cost Accounting, Sarbanes-Oxley Act, Microsoft Excel, Microsoft Office, Auditing, PowerPoint, Internal Audit, Internal Controls, Microsoft Word, Customer Service, Outlook, Analysis, Forecasting, Finance, Revenue Recognition, Process Improvement, Account Reconciliation, Accounting
Education
St. John Fisher College 2001 — 2005
BS, Finance
Harris RF Communications July 2014 - Present
Harris RF Communications March 2011 - July 2014
Harris RF Communications November 2007 - March 2011
Manning & Napier Advisors February 2007 - November 2007
Paychex January 2005 - February 2007
Skills
Financial Analysis, Budgets, Invoicing, Cost Accounting, Sarbanes-Oxley Act, Microsoft Excel, Microsoft Office, Auditing, PowerPoint, Internal Audit, Internal Controls, Microsoft Word, Customer Service, Outlook, Analysis, Forecasting, Finance, Revenue Recognition, Process Improvement, Account Reconciliation, Accounting
Education
St. John Fisher College 2001 — 2005
BS, Finance
Chris Blaha's Manning & Napier Advisors Experience March 2013 - Present
Job Network Administrator at Manning & Napier Advisors
Industry Information Technology and Services
Experience
Manning & Napier Advisors March 2013 - Present
Manning & Napier Advisors July 2007 - March 2013
Frontier Communications September 2005 - July 2007
Education
Rochester Institute of Technology
BS, Management Information Systems
Manning & Napier Advisors March 2013 - Present
Manning & Napier Advisors July 2007 - March 2013
Frontier Communications September 2005 - July 2007
Education
Rochester Institute of Technology
BS, Management Information Systems
Diane Schneider's Manning & Napier Advisors Experience May 2011 - Present
Job Trader at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors May 2011 - Present
JPMorgan Chase 1978 - 2011
Skills
Fixed Income, Series 7, Asset Allocation, Portfolio Management, Alternative Investments, Bloomberg, Securities, Mutual Funds, Banking, Wealth Management, Investments, Trading, Equity Trading, ETFs, Equities, Financial Services
Education
State University of New York College at Brockport 1975 — 1977
BS, Business Administration
Manning & Napier Advisors May 2011 - Present
JPMorgan Chase 1978 - 2011
Skills
Fixed Income, Series 7, Asset Allocation, Portfolio Management, Alternative Investments, Bloomberg, Securities, Mutual Funds, Banking, Wealth Management, Investments, Trading, Equity Trading, ETFs, Equities, Financial Services
Education
State University of New York College at Brockport 1975 — 1977
BS, Business Administration
Phillip Jason Celata's Manning & Napier Advisors Experience February 2012 - Present
Job Quality Assurance Analyst at Manning & Napier Advisors
Industry Marketing and Advertising
Experience
Manning & Napier Advisors February 2012 - Present
Mindex May 2011 - December 2011
Xerox August 2010 - May 2011
Uncle Bob's Self Storage November 2009 - August 2010
Xerox March 2008 - September 2009
Brookstone August 2006 - January 2008
CBS RADIO March 2007 - August 2007
Skills
Data Analysis, Microsoft Office, Software Documentation, Oracle, Creative Problem Solving, SQL, OS X, Agile Methodologies, Market Research, XML, MS Office Suite, Software Development..., Outlook Express, C++, Visual Studio, Communication Written, Problem Analysis, Database Management, Verbal Communication, Interpersonal..., Quality Center, QTP, Flex, Documentation, Social Media, Online Marketing, Viral Marketing, Java, Unix, Business Analysis, Business Management, Blogging, Customer Relations, Public Relations, Innovation, Creative Writing, Selenium Testing, Public Speaking
Education
St. John Fisher College 2014 — 2017
Master of Business Administration (M.B.A.), MBA, 3.88
St. John Fisher College
Bachelor's of Science, Business Management
Manning & Napier Advisors February 2012 - Present
Mindex May 2011 - December 2011
Xerox August 2010 - May 2011
Uncle Bob's Self Storage November 2009 - August 2010
Xerox March 2008 - September 2009
Brookstone August 2006 - January 2008
CBS RADIO March 2007 - August 2007
Skills
Data Analysis, Microsoft Office, Software Documentation, Oracle, Creative Problem Solving, SQL, OS X, Agile Methodologies, Market Research, XML, MS Office Suite, Software Development..., Outlook Express, C++, Visual Studio, Communication Written, Problem Analysis, Database Management, Verbal Communication, Interpersonal..., Quality Center, QTP, Flex, Documentation, Social Media, Online Marketing, Viral Marketing, Java, Unix, Business Analysis, Business Management, Blogging, Customer Relations, Public Relations, Innovation, Creative Writing, Selenium Testing, Public Speaking
Education
St. John Fisher College 2014 — 2017
Master of Business Administration (M.B.A.), MBA, 3.88
St. John Fisher College
Bachelor's of Science, Business Management
Ben Roushey's Manning & Napier Advisors Experience March 2008 - October 2008
Job Controller at Power Management Company
Industry Accounting
Experience
Power Management Co, LLC April 2010 - Present
Birds Eye Foods January 2009 - April 2010
Manning & Napier Advisors March 2008 - October 2008
Resource America Inc. September 2005 - March 2008
Skills
Financial Accounting, Financial Reporting, General Ledger, Sarbanes-Oxley Act, GAAP, Accounting, US GAAP
Education
Roberts Wesleyan College 2001 — 2005
Bachelors, Accounting
Power Management Co, LLC April 2010 - Present
Birds Eye Foods January 2009 - April 2010
Manning & Napier Advisors March 2008 - October 2008
Resource America Inc. September 2005 - March 2008
Skills
Financial Accounting, Financial Reporting, General Ledger, Sarbanes-Oxley Act, GAAP, Accounting, US GAAP
Education
Roberts Wesleyan College 2001 — 2005
Bachelors, Accounting
Mario F. Cristofori's Manning & Napier Advisors Experience February 2012 - Present
Job Fixed Income Trader/Institutional Account Manager
Industry Investment Management
Experience
Manning & Napier Advisors February 2012 - Present
compane brick oven bistro August 2010 - Present
Gates Capital July 2010 - April 2011
Beacon Trust Company October 2008 - September 2009
Lehman Brothers November 2005 - October 2008
Xerox Corporation September 2003 - November 2005
Grappa February 2002 - September 2003
Rochester Rhinos April 2001 - August 2002
Skills
Investments, Equities, Series 7, Fixed Income, New Business Development, Trading, Leadership, Mutual Funds, Asset Allocation, Series 63, Strategy, Bonds, Securities, Structured Products, Corporate Finance, Emerging Markets, Finance
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Manning & Napier Advisors February 2012 - Present
compane brick oven bistro August 2010 - Present
Gates Capital July 2010 - April 2011
Beacon Trust Company October 2008 - September 2009
Lehman Brothers November 2005 - October 2008
Xerox Corporation September 2003 - November 2005
Grappa February 2002 - September 2003
Rochester Rhinos April 2001 - August 2002
Skills
Investments, Equities, Series 7, Fixed Income, New Business Development, Trading, Leadership, Mutual Funds, Asset Allocation, Series 63, Strategy, Bonds, Securities, Structured Products, Corporate Finance, Emerging Markets, Finance
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Heidi Reistad's Manning & Napier Advisors Experience 1987 - 1989
Job Biotechnology Regulatory & Government Affairs Specialist at Dow AgroSciences
Industry Research
Experience
Dow AgroSciences September 2011 - Present
Dow AgroSciences May 2006 - September 2011
Dow AgroSciences August 2001 - May 2006
International Paper May 1993 - June 1995
Cole Hersee Company August 1989 - March 1993
Manning & Napier Advisors 1987 - 1989
Skills
Databases, Life Sciences, R&D, Training, Management, Leadership, Technology Transfer, Biotechnology, Strategy, Software Documentation, Intellectual Property, Research, Six Sigma
Education
Saint John Fisher College 1983 — 1987
Bachelor of Science (B.S.), Management
Dow AgroSciences September 2011 - Present
Dow AgroSciences May 2006 - September 2011
Dow AgroSciences August 2001 - May 2006
International Paper May 1993 - June 1995
Cole Hersee Company August 1989 - March 1993
Manning & Napier Advisors 1987 - 1989
Skills
Databases, Life Sciences, R&D, Training, Management, Leadership, Technology Transfer, Biotechnology, Strategy, Software Documentation, Intellectual Property, Research, Six Sigma
Education
Saint John Fisher College 1983 — 1987
Bachelor of Science (B.S.), Management
Rian McArdle's Manning & Napier Advisors Experience Pharmacy TechnicianGiant Eagle2000 - 2006
Job Associate Client Consultant at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors Pharmacy TechnicianGiant Eagle2000 - 2006
Education
The Ohio State University 2000 — 2005
B.S., Economics
Manning & Napier Advisors Pharmacy TechnicianGiant Eagle2000 - 2006
Education
The Ohio State University 2000 — 2005
B.S., Economics
Chris Bub's Manning & Napier Advisors Experience November 2010 - Present
Job Account Manager at Manning & Napier Advisors
Industry Construction
Experience
Manning & Napier Advisors November 2010 - Present
Bank of New York Mellon March 2008 - March 2010
Ameriprise Financial July 2007 - December 2007
Education
State University of New York College at Brockport 2004 — 2007
Bachelor of Science, Finance
Manning & Napier Advisors November 2010 - Present
Bank of New York Mellon March 2008 - March 2010
Ameriprise Financial July 2007 - December 2007
Education
State University of New York College at Brockport 2004 — 2007
Bachelor of Science, Finance
Annie Werner's Manning & Napier Advisors Experience August 2009 - October 2011
Job Senior Financial Analyst at University of Rochester Medical Center
Industry Accounting
Experience
University of Rochester Medical Center August 2015 - Present
University of Rochester - Office of Institutional Resources November 2011 - August 2015
Manning & Napier Advisors August 2009 - October 2011
KPMG September 2007 - August 2009
Skills
Financial Reporting, Accounting, Audit, SOX, Internal Controls, US GAAP, GAAP, Financial Accounting, Financial Analysis, SEC filings, Financial Statements, External Audit, Corporate Finance, Auditing, Sarbanes-Oxley Act, FAS157/ASC820, Microsoft Excel, SEC Filings, Microsoft Office
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA), Finance, Corporate Accounting
Saint Bonaventure University 2003 — 2007
Bachelor, Accounting and Finance
University of Rochester Medical Center August 2015 - Present
University of Rochester - Office of Institutional Resources November 2011 - August 2015
Manning & Napier Advisors August 2009 - October 2011
KPMG September 2007 - August 2009
Skills
Financial Reporting, Accounting, Audit, SOX, Internal Controls, US GAAP, GAAP, Financial Accounting, Financial Analysis, SEC filings, Financial Statements, External Audit, Corporate Finance, Auditing, Sarbanes-Oxley Act, FAS157/ASC820, Microsoft Excel, SEC Filings, Microsoft Office
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA), Finance, Corporate Accounting
Saint Bonaventure University 2003 — 2007
Bachelor, Accounting and Finance
Erik Schleicher's Manning & Napier Advisors Experience May 1998 - Present
Job Operations Manager at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors May 1998 - Present
Education
State University of New York College at Brockport
Manning & Napier Advisors May 1998 - Present
Education
State University of New York College at Brockport
Matthew Birnie's Manning & Napier Advisors Experience June 2010 - February 2012
Job Financial Analyst External Reporting at ITW
Industry Accounting
Experience
ITW July 2015 - Present
J.S. Richter Ltd. November 2014 - August 2015
Jeffers & Birnie CPA January 2013 - November 2014
Manning & Napier Advisors June 2010 - February 2012
Scimitar Equity, LLC June 2009 - August 2009
AXA Advisors June 2007 - January 2009
Rochester Americans September 2004 - April 2005
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Investments, Microsoft Office, Finance, Accounting, Analysis, Valuation, Microsoft Word, PowerPoint
Education
Rochester Institute of Technology 2007 — 2010
Bachelor of Science (B.S.), Finance, General
SUNY Brockport 2012 — 2013
Master's degree, Forensic Accounting
ITW July 2015 - Present
J.S. Richter Ltd. November 2014 - August 2015
Jeffers & Birnie CPA January 2013 - November 2014
Manning & Napier Advisors June 2010 - February 2012
Scimitar Equity, LLC June 2009 - August 2009
AXA Advisors June 2007 - January 2009
Rochester Americans September 2004 - April 2005
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Investments, Microsoft Office, Finance, Accounting, Analysis, Valuation, Microsoft Word, PowerPoint
Education
Rochester Institute of Technology 2007 — 2010
Bachelor of Science (B.S.), Finance, General
SUNY Brockport 2012 — 2013
Master's degree, Forensic Accounting
Samantha Larew's Manning & Napier Advisors Experience March 2014 - Present
Job Compliance Communications Supervisor & BrokerDealer Chief Compliance Officer at Manning & Napier
Industry Financial Services
Experience
Manning & Napier Advisors March 2014 - Present
Manning & Napier Investor Services, Inc. December 2013 - Present
Manning & Napier Advisors December 2013 - March 2014
Manning & Napier Advisors April 2010 - November 2013
Wall Street Financial Group October 2007 - July 2009
Manning & Napier Advisors 2003 - 2007
Skills
Process Improvement, Regulatory Compliance
Education
State University of New York College at Brockport 1999 — 2003
BS, Political Science
Manning & Napier Advisors March 2014 - Present
Manning & Napier Investor Services, Inc. December 2013 - Present
Manning & Napier Advisors December 2013 - March 2014
Manning & Napier Advisors April 2010 - November 2013
Wall Street Financial Group October 2007 - July 2009
Manning & Napier Advisors 2003 - 2007
Skills
Process Improvement, Regulatory Compliance
Education
State University of New York College at Brockport 1999 — 2003
BS, Political Science
Jim Combs's Manning & Napier Advisors Experience January 1981 - Present
Job Applications Analyst at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors January 1981 - Present
Skills
Process Improvement, Data Analysis, Business Analysis, Project Management, Business Intelligence, Analysis, Access, Vendor Management, Requirements Analysis, CRM
Education
University of Rochester 1980 — 1982
MBA, Finance/Corporate Accounting
Union College 1975 — 1979
BS, Economics/Math
McQuaid Jesuit High School 1971 — 1975
College Prep
St Joseph's Grade School 1963 — 1971
Manning & Napier Advisors January 1981 - Present
Skills
Process Improvement, Data Analysis, Business Analysis, Project Management, Business Intelligence, Analysis, Access, Vendor Management, Requirements Analysis, CRM
Education
University of Rochester 1980 — 1982
MBA, Finance/Corporate Accounting
Union College 1975 — 1979
BS, Economics/Math
McQuaid Jesuit High School 1971 — 1975
College Prep
St Joseph's Grade School 1963 — 1971
Ryan Albano's Manning & Napier Advisors Experience December 2011 - July 2013
Job Vice President, Finance at Broadstone Real Estate, LLC
Industry Accounting
Experience
Broadstone Real Estate, LLC February 2015 - Present
Broadstone Real Estate, LLC July 2013 - Present
Manning & Napier Advisors December 2011 - July 2013
Manning & Napier Advisors July 2011 - December 2011
KPMG June 2004 - July 2011
Skills
Strategic Planning, Corporate Finance, Financial Modeling, Financial Statement..., Capital Structure, Competitive Intelligence, Due Diligence, US GAAP, SEC Financial Reporting, Financial Analysis, Valuation
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2013
Master of Business Administration (MBA), Finance & Competitive Strategy
St. John Fisher College 2002 — 2004
B.S., Accounting
Broadstone Real Estate, LLC February 2015 - Present
Broadstone Real Estate, LLC July 2013 - Present
Manning & Napier Advisors December 2011 - July 2013
Manning & Napier Advisors July 2011 - December 2011
KPMG June 2004 - July 2011
Skills
Strategic Planning, Corporate Finance, Financial Modeling, Financial Statement..., Capital Structure, Competitive Intelligence, Due Diligence, US GAAP, SEC Financial Reporting, Financial Analysis, Valuation
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2013
Master of Business Administration (MBA), Finance & Competitive Strategy
St. John Fisher College 2002 — 2004
B.S., Accounting
Christopher LaBounty's Manning & Napier Advisors Experience May 2013 - Present
Job Vice President/Advisor Consultant at Manning & Napier
Industry Investment Management
Experience
Manning & Napier Advisors May 2013 - Present
Manning & Napier Advisors 2010 - April 2013
Manning & Napier Advisors February 2008 - November 2010
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
BS, Finance
Manning & Napier Advisors May 2013 - Present
Manning & Napier Advisors 2010 - April 2013
Manning & Napier Advisors February 2008 - November 2010
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
BS, Finance
Virge Trotter's Manning & Napier Advisors Experience January 2009 - Present
Job Managing Director at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors January 2009 - Present
Manning & Napier Advisors August 1997 - December 2008
Thomas White International 1995 - 1997
Skills
Equity Research, Investments, Hedge Funds, Asset Allocation, Asset Management, Portfolio Management, Financial Modeling, Investment Management, Valuation, Equities, Investment Strategies, Bloomberg, Series 7, Fixed Income, Mutual Funds, Wealth Management, Investment Advisory, Financial Analysis, Capital Markets, Due Diligence
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
Manning & Napier Advisors January 2009 - Present
Manning & Napier Advisors August 1997 - December 2008
Thomas White International 1995 - 1997
Skills
Equity Research, Investments, Hedge Funds, Asset Allocation, Asset Management, Portfolio Management, Financial Modeling, Investment Management, Valuation, Equities, Investment Strategies, Bloomberg, Series 7, Fixed Income, Mutual Funds, Wealth Management, Investment Advisory, Financial Analysis, Capital Markets, Due Diligence
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
Craig Cairns's Manning & Napier Advisors Experience December 1996 - April 2000
Job President at Howe & Rusling
Industry Investment Management
Experience
Howe & Rusling March 2003 - Present
Manning & Napier Advisors December 1996 - April 2000
US Army September 1986 - October 1991
Education
University of Rochester - Simon Business School 1993 — 1995
MBA, Finance
Saint Bonaventure University 1982 — 1986
B.S., Economics
Howe & Rusling March 2003 - Present
Manning & Napier Advisors December 1996 - April 2000
US Army September 1986 - October 1991
Education
University of Rochester - Simon Business School 1993 — 1995
MBA, Finance
Saint Bonaventure University 1982 — 1986
B.S., Economics
Tim Seymour's Manning & Napier Advisors Experience July 2003 - May 2007
Job Creative Director at Manning & Napier
Industry Financial Services
Experience
Manning & Napier January 2015 - Present
Tim Seymour Design May 2002 - Present
Manning & Napier May 2009 - January 2015
Nukote International, Inc. May 2007 - May 2009
Manning & Napier Advisors July 2003 - May 2007
Skills
Art Direction, Creative Direction, Graphic Design, Branding & Identity, Logo Design, Packaging, Typography, Web Design, Print Design, Product Photography, Photography, Concept Development, Adobe Creative Suite, Corporate Branding, Brand Development, InDesign, Corporate Identity, Brochures, Advertising
Education
State University of New York College at Fredonia 1999 — 2002
BFA, Graphic Design
The Aquinas Institute of Rochester 1994 — 1998
Manning & Napier January 2015 - Present
Tim Seymour Design May 2002 - Present
Manning & Napier May 2009 - January 2015
Nukote International, Inc. May 2007 - May 2009
Manning & Napier Advisors July 2003 - May 2007
Skills
Art Direction, Creative Direction, Graphic Design, Branding & Identity, Logo Design, Packaging, Typography, Web Design, Print Design, Product Photography, Photography, Concept Development, Adobe Creative Suite, Corporate Branding, Brand Development, InDesign, Corporate Identity, Brochures, Advertising
Education
State University of New York College at Fredonia 1999 — 2002
BFA, Graphic Design
The Aquinas Institute of Rochester 1994 — 1998
James Horgan's Manning & Napier Advisors Experience June 2014 - October 2014
Job
Industry Financial Services
Experience
Manning & Napier November 2014 - Present
Manning & Napier Advisors June 2014 - October 2014
Manning & Napier Advisors April 2011 - May 2014
Manning & Napier Advisors January 2010 - March 2011
Empire Valuation Consultants June 2008 - June 2009
Empire Valuation Consultants May 2006 - May 2008
Education
Rochester Institute of Technology 2003 — 2005
MBA, (1) Finance and (2) Health Systems Administration
State University of New York at Buffalo 1999 — 2003
Bachelor's degree, Biology/Biological Sciences
Manning & Napier November 2014 - Present
Manning & Napier Advisors June 2014 - October 2014
Manning & Napier Advisors April 2011 - May 2014
Manning & Napier Advisors January 2010 - March 2011
Empire Valuation Consultants June 2008 - June 2009
Empire Valuation Consultants May 2006 - May 2008
Education
Rochester Institute of Technology 2003 — 2005
MBA, (1) Finance and (2) Health Systems Administration
State University of New York at Buffalo 1999 — 2003
Bachelor's degree, Biology/Biological Sciences
Jim Seeley's Manning & Napier Advisors Experience June 2003 - December 2006
Job Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2007 - Present
Manning & Napier Advisors June 2003 - December 2006
Skills
Portfolio Management, Financial Services, Project Management, Risk Management, Business Analysis, Visio, Process Improvement, Financial Modeling, Social Media, Investments, Financial Analysis, SharePoint, Program Management, Requirements Gathering
Education
State University of New York College at Oswego 1999 — 2003
BA, Economics, Mathematics
Wells Fargo 2007 - Present
Manning & Napier Advisors June 2003 - December 2006
Skills
Portfolio Management, Financial Services, Project Management, Risk Management, Business Analysis, Visio, Process Improvement, Financial Modeling, Social Media, Investments, Financial Analysis, SharePoint, Program Management, Requirements Gathering
Education
State University of New York College at Oswego 1999 — 2003
BA, Economics, Mathematics
Paul Battaglia's Manning & Napier Advisors Experience January 2004 - Present
Job Director of Finance at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors January 2004 - Present
PricewaterhouseCoopers September 2001 - January 2004
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Modeling, Due Diligence
Education
Saint Bonaventure University 1996 — 2001
BBA/MBA, Accounting
Manning & Napier Advisors January 2004 - Present
PricewaterhouseCoopers September 2001 - January 2004
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Modeling, Due Diligence
Education
Saint Bonaventure University 1996 — 2001
BBA/MBA, Accounting
Rebecca Michel's Manning & Napier Advisors Experience November 1995 - December 2008
Job Assistant Vice President, Group Administrator at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley September 2010 - Present
Rochester Area Business Ethics Foundation January 2010 - September 2010
Forte Capital January 2009 - September 2010
Manning & Napier Advisors November 1995 - December 2008
Education
Rochester Institute of Technology 1991 — 1995
Accounting
Morgan Stanley September 2010 - Present
Rochester Area Business Ethics Foundation January 2010 - September 2010
Forte Capital January 2009 - September 2010
Manning & Napier Advisors November 1995 - December 2008
Education
Rochester Institute of Technology 1991 — 1995
Accounting
Marc Bushallow's Manning & Napier Advisors Experience
Job Managing Director of Fixed Income at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors
Skills
High Yield Bonds, Fixed Income, Investment Management
Education
State University of New York College at Geneseo 1995 — 1999
BA, Economics
The London School of Economics and Political Science (LSE)
Master of Science (MSc), Economics
Manning & Napier Advisors
Skills
High Yield Bonds, Fixed Income, Investment Management
Education
State University of New York College at Geneseo 1995 — 1999
BA, Economics
The London School of Economics and Political Science (LSE)
Master of Science (MSc), Economics
John Schnitter's Manning & Napier Advisors Experience June 2013 - Present
Job Student at Warner Graduate School of Education Adolescence Education: Inclusive English
Industry Primary/Secondary Education
Experience
Manning & Napier Advisors June 2013 - Present
Impact Buffalo January 2013 - June 2013
Brown & Kelly LLP December 2006 - June 2013
St. Joseph's Collegiate Institute October 2012 - May 2013
St. Joseph's Collegiate Institute June 2009 - May 2011
U.S. Department of State January 2010 - May 2010
Travers Collins June 2009 - July 2009
Skills
Legal Research, Public Speaking, Research, Westlaw, Lexis, Public Relations, Writing, Media Relations, Strategic Communications, Copywriting, Legal Writing, Policy Analysis, Immigration Law, Litigation Support, Nonprofits
Education
University of Rochester 2015 — 2016
Master’s Degree, Secondary Education and Teaching
State University of New York at Buffalo 2007 — 2010
B.A., English
SJCI 2002 — 2006
Manning & Napier Advisors June 2013 - Present
Impact Buffalo January 2013 - June 2013
Brown & Kelly LLP December 2006 - June 2013
St. Joseph's Collegiate Institute October 2012 - May 2013
St. Joseph's Collegiate Institute June 2009 - May 2011
U.S. Department of State January 2010 - May 2010
Travers Collins June 2009 - July 2009
Skills
Legal Research, Public Speaking, Research, Westlaw, Lexis, Public Relations, Writing, Media Relations, Strategic Communications, Copywriting, Legal Writing, Policy Analysis, Immigration Law, Litigation Support, Nonprofits
Education
University of Rochester 2015 — 2016
Master’s Degree, Secondary Education and Teaching
State University of New York at Buffalo 2007 — 2010
B.A., English
SJCI 2002 — 2006
Holly Dutcher, MBA's Manning & Napier Advisors Experience December 2010 - August 2013
Job Interim Director at the CURE Childhood Cancer Association
Industry Financial Services
Experience
CURE Childhood Cancer Association April 2014 - Present
Genesee & Wyoming Inc. August 2013 - April 2014
Manning & Napier Advisors December 2010 - August 2013
Ernst & Young September 2009 - December 2010
Corning Incorporated May 2008 - August 2008
Manning & Napier Advisors May 2007 - August 2007
United Way of Cattaraugus County, Inc January 2006 - May 2006
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, General Ledger, Financial Accounting, Financial Analysis, Event Planning, Fundraising, Leadership, Budgets, Strategic Planning, Accounts Payable, Account Reconciliation, SEC filings, Organization, Internal Audit, Project Management, Nonprofits, Events Coordination, Delegation, Communication, Social Networking, Social Media Marketing, Social Media, Community Outreach, Time Management, Customer Service, Non-profit..., Non-profit Leadership, PowerPoint, SEC Filings, Customer Satisfaction, Customer Relations, Non-profit Program..., Non-profit Volunteering
Education
Saint Bonaventure University 2008 — 2009
Master of Business Administration, Accounting/Finance
Saint Bonaventure University 2004 — 2008
BBA, Accounting, Economics
Aquinas Institute of Rochester 2000 — 2004
Aquinas Institute of Rochester
CURE Childhood Cancer Association April 2014 - Present
Genesee & Wyoming Inc. August 2013 - April 2014
Manning & Napier Advisors December 2010 - August 2013
Ernst & Young September 2009 - December 2010
Corning Incorporated May 2008 - August 2008
Manning & Napier Advisors May 2007 - August 2007
United Way of Cattaraugus County, Inc January 2006 - May 2006
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, General Ledger, Financial Accounting, Financial Analysis, Event Planning, Fundraising, Leadership, Budgets, Strategic Planning, Accounts Payable, Account Reconciliation, SEC filings, Organization, Internal Audit, Project Management, Nonprofits, Events Coordination, Delegation, Communication, Social Networking, Social Media Marketing, Social Media, Community Outreach, Time Management, Customer Service, Non-profit..., Non-profit Leadership, PowerPoint, SEC Filings, Customer Satisfaction, Customer Relations, Non-profit Program..., Non-profit Volunteering
Education
Saint Bonaventure University 2008 — 2009
Master of Business Administration, Accounting/Finance
Saint Bonaventure University 2004 — 2008
BBA, Accounting, Economics
Aquinas Institute of Rochester 2000 — 2004
Aquinas Institute of Rochester
Jason Coron's Manning & Napier Advisors Experience April 2013 - Present
Job Software Developer at Manning & Napier Advisors
Industry Computer Software
Experience
Manning & Napier Advisors April 2013 - Present
Paychex August 2008 - April 2013
Rochester District Golf Association August 2009 - May 2010
Rochester District Golf Association December 2006 - August 2008
Skills
C#, SQL, Microsoft SQL Server, SSRS, SSIS, ASP.NET, .NET, TFS, WPF Development, Informix, Databases, Java, Agile Methodologies, XML, WPF, C, Unix, MySQL, Web Applications, Microsoft Office, Git, Ruby on Rails, JavaScript, Node.js
Education
SUNY Geneseo 2002 — 2006
Bachelor's degree, Computer Science
Manning & Napier Advisors April 2013 - Present
Paychex August 2008 - April 2013
Rochester District Golf Association August 2009 - May 2010
Rochester District Golf Association December 2006 - August 2008
Skills
C#, SQL, Microsoft SQL Server, SSRS, SSIS, ASP.NET, .NET, TFS, WPF Development, Informix, Databases, Java, Agile Methodologies, XML, WPF, C, Unix, MySQL, Web Applications, Microsoft Office, Git, Ruby on Rails, JavaScript, Node.js
Education
SUNY Geneseo 2002 — 2006
Bachelor's degree, Computer Science
Ashley (Ogrodowski) Horn's Manning & Napier Advisors Experience December 2010 - November 2012
Job Accounting Manager at CP Rochester
Industry Accounting
Experience
CP Rochester November 2012 - Present
Manning & Napier Advisors December 2010 - November 2012
Deloitte & Touche September 2007 - December 2010
Skills
GAAP, Financial Analysis, Fixed Assets, Sarbanes-Oxley, Revenue Recognition, Consolidation, Corporate Tax, Financial Statements, Finance, Payroll
Education
State University of New York College at Geneseo 2002 — 2007
Masters, Accounting
Aquinas Institute 1999 — 2002
CP Rochester November 2012 - Present
Manning & Napier Advisors December 2010 - November 2012
Deloitte & Touche September 2007 - December 2010
Skills
GAAP, Financial Analysis, Fixed Assets, Sarbanes-Oxley, Revenue Recognition, Consolidation, Corporate Tax, Financial Statements, Finance, Payroll
Education
State University of New York College at Geneseo 2002 — 2007
Masters, Accounting
Aquinas Institute 1999 — 2002
Christina Nargi's Manning & Napier Advisors Experience April 2002 - August 2007
Job Billing Analysis Manager at WaterWatch Corporation
Industry Investment Management
Experience
WaterWatch Corporation March 2014 - Present
Conifer Realty, LLC April 2013 - March 2014
Corelogic November 2011 - April 2013
Manning & Napier Advisors April 2002 - August 2007
Northwestern Mutual February 2001 - June 2001
Skills
Financial Analysis, Accounting, Access, Forecasting, Business Analysis, Data Analysis, Financial Modeling, Microsoft Excel, Equities
Education
Saint John Fisher College 1999 — 2010
MBA, Finance, Management, Global Studies
WaterWatch Corporation March 2014 - Present
Conifer Realty, LLC April 2013 - March 2014
Corelogic November 2011 - April 2013
Manning & Napier Advisors April 2002 - August 2007
Northwestern Mutual February 2001 - June 2001
Skills
Financial Analysis, Accounting, Access, Forecasting, Business Analysis, Data Analysis, Financial Modeling, Microsoft Excel, Equities
Education
Saint John Fisher College 1999 — 2010
MBA, Finance, Management, Global Studies
Carolyn Hunt's Manning & Napier Advisors Experience 1997 - 1997
Job Grant Specialist at Rochester City School District
Industry Education Management
Experience
Rochester City School District 2003 - Present
Rochester Institute of Technology 2001 - 2003
Career Development Services, Inc. 2001 - 2002
University of Rochester Medical Center 1997 - 2001
University of Rochester Medical Center 1997 - 2001
Manning & Napier Advisors 1997 - 1997
Unity Health System 1988 - 1997
Skills
Strategic Planning, Project Management, Organizational..., Public Relations, Alumni Relations, Fundraising, Grant Writing, Grants, Annual Giving, Program Development, Non-profits, Government relations, Community Outreach, Program Evaluation, Higher Education, Staff Development, Public Speaking, Teaching, Research, Curriculum Design, Volunteer Management, Instructional Design, Data Analysis, Event Planning, Editing, Leadership Development, Internal Communications, Speech Writing, Media Relations, Marketing Communications, K-12 Education, Healthcare Management, Major Gift Development, Capital Campaigns, Certified Fund Raising..., Accredited Public...
Education
State University of New York Empire State College
Master of Business Administration (M.B.A.), Human Resources Management and Services
The Ohio State University
Bachelor of Arts (BA), Communications/Journalism
Rochester City School District 2003 - Present
Rochester Institute of Technology 2001 - 2003
Career Development Services, Inc. 2001 - 2002
University of Rochester Medical Center 1997 - 2001
University of Rochester Medical Center 1997 - 2001
Manning & Napier Advisors 1997 - 1997
Unity Health System 1988 - 1997
Skills
Strategic Planning, Project Management, Organizational..., Public Relations, Alumni Relations, Fundraising, Grant Writing, Grants, Annual Giving, Program Development, Non-profits, Government relations, Community Outreach, Program Evaluation, Higher Education, Staff Development, Public Speaking, Teaching, Research, Curriculum Design, Volunteer Management, Instructional Design, Data Analysis, Event Planning, Editing, Leadership Development, Internal Communications, Speech Writing, Media Relations, Marketing Communications, K-12 Education, Healthcare Management, Major Gift Development, Capital Campaigns, Certified Fund Raising..., Accredited Public...
Education
State University of New York Empire State College
Master of Business Administration (M.B.A.), Human Resources Management and Services
The Ohio State University
Bachelor of Arts (BA), Communications/Journalism
Andrew Houston's Manning & Napier Advisors Experience March 2012 - October 2013
Job Wealth Strategy, Keystone Capital Partners Group
Industry Investment Management
Experience
Keystone Capital Partners Group February 2014 - Present
Manning & Napier Advisors March 2012 - October 2013
Brighton Securities September 2011 - December 2011
Achieve Beyond July 2011 - August 2011
Achieve Beyond May 2011 - June 2011
Skills
Microsoft Excel, Strategic Planning, Financial Modeling, Analysis, Business Planning, Defined Contribution, 401k, Defined Benefit, Exit Planning, Investment Management, Financial Analysis, Accounting, Financial Reporting, Market Research, Access, Marketing Strategy, Finance, Capital Markets, Portfolio Management
Education
State University of New York College at Geneseo
Bachelor of Science (BS), Business Administration and Management, General
Keystone Capital Partners Group February 2014 - Present
Manning & Napier Advisors March 2012 - October 2013
Brighton Securities September 2011 - December 2011
Achieve Beyond July 2011 - August 2011
Achieve Beyond May 2011 - June 2011
Skills
Microsoft Excel, Strategic Planning, Financial Modeling, Analysis, Business Planning, Defined Contribution, 401k, Defined Benefit, Exit Planning, Investment Management, Financial Analysis, Accounting, Financial Reporting, Market Research, Access, Marketing Strategy, Finance, Capital Markets, Portfolio Management
Education
State University of New York College at Geneseo
Bachelor of Science (BS), Business Administration and Management, General
Kati Swyers's Manning & Napier Advisors Experience July 2012 - Present
Job Manager, Project Management Department at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors July 2012 - Present
Manning & Napier August 2011 - July 2012
Manning & Napier February 2008 - August 2011
Manning & Napier August 2006 - February 2008
Manning & Napier July 2001 - August 2006
Citi September 2000 - July 2001
Gilbert Financial Services, Inc. September 1999 - September 2000
Skills
Business Analysis, Project Management, Requirements Analysis, SharePoint, Process Improvement, Project Portfolio...
Education
Villanova University 2009 — 2010
Master's Degree, Project Management
St. John Fisher College
Master of Business Administration (M.B.A.), Summa Cum Laude, 3.82
St. John Fisher College 1996 — 2000
Bachelor's Degree, Business Administration and Management, Summa Cum Laude, 3.80
Manning & Napier Advisors July 2012 - Present
Manning & Napier August 2011 - July 2012
Manning & Napier February 2008 - August 2011
Manning & Napier August 2006 - February 2008
Manning & Napier July 2001 - August 2006
Citi September 2000 - July 2001
Gilbert Financial Services, Inc. September 1999 - September 2000
Skills
Business Analysis, Project Management, Requirements Analysis, SharePoint, Process Improvement, Project Portfolio...
Education
Villanova University 2009 — 2010
Master's Degree, Project Management
St. John Fisher College
Master of Business Administration (M.B.A.), Summa Cum Laude, 3.82
St. John Fisher College 1996 — 2000
Bachelor's Degree, Business Administration and Management, Summa Cum Laude, 3.80
Sandy Emley's Manning & Napier Advisors Experience May 2009 - November 2009
Job SEC Reporting Manager at State Street Corp.
Industry Financial Services
Experience
State Street Corp. January 2001 - Present
Manning & Napier Advisors May 2009 - November 2009
Merrill Lynch October 1988 - December 2000
Skills
Multi Tasking, Self-starter, Drive Results, Organization, Communication Skills, Relationship Management, High Level Of Accuracy, Close Attention to..., Fund Accounting, Financial Services, Fund Administration, Financial Statements, Cash Management, Corporate Actions, Equities, Financial Reporting, GAAP, Mutual Funds, US GAAP
Education
Stockton University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
State Street Corp. January 2001 - Present
Manning & Napier Advisors May 2009 - November 2009
Merrill Lynch October 1988 - December 2000
Skills
Multi Tasking, Self-starter, Drive Results, Organization, Communication Skills, Relationship Management, High Level Of Accuracy, Close Attention to..., Fund Accounting, Financial Services, Fund Administration, Financial Statements, Cash Management, Corporate Actions, Equities, Financial Reporting, GAAP, Mutual Funds, US GAAP
Education
Stockton University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Jared Kraemer's Manning & Napier Advisors Experience February 2008 - March 2010
Job Financial Analyst at EMC
Industry Computer Networking
Experience
EMC December 2013 - Present
State Street July 2013 - December 2013
Fidelity Investments March 2010 - May 2011
Manning & Napier Advisors February 2008 - March 2010
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Competitive Analysis, Compliance, Cloud Computing, Cloud Storage, Value Chain Analysis, Cognos, Microsoft Excel, Financial Metrics
Education
Southern New Hampshire University 2014 — 2016
Master’s Degree, Organizational Leadership
Rochester Institute of Technology 2011 — 2014
MBA, Finance, General
State University of New York at Albany 2003 — 2007
Bachelor of Science (BS), Bachelor of Arts (BA), Finance, Marketing, Political Theory
Webster Schroeder High SChool
EMC December 2013 - Present
State Street July 2013 - December 2013
Fidelity Investments March 2010 - May 2011
Manning & Napier Advisors February 2008 - March 2010
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Competitive Analysis, Compliance, Cloud Computing, Cloud Storage, Value Chain Analysis, Cognos, Microsoft Excel, Financial Metrics
Education
Southern New Hampshire University 2014 — 2016
Master’s Degree, Organizational Leadership
Rochester Institute of Technology 2011 — 2014
MBA, Finance, General
State University of New York at Albany 2003 — 2007
Bachelor of Science (BS), Bachelor of Arts (BA), Finance, Marketing, Political Theory
Webster Schroeder High SChool
Marc Horton's Manning & Napier Advisors Experience October 2006 - Present
Job Accounting Supervisor at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors October 2006 - Present
Crawford Broadcasting Co. November 2001 - October 2006
M&T Bank February 1999 - November 2001
Mutual of Omaha August 1998 - February 1999
Skills
Financial Reporting, Financial Analysis, Accounting, Analysis, Financial Statements
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Current GPA: 3.95
St. John Fisher College 2001 — 2003
Accounting Certificate, Accounting and Finance, 3.80
Roberts Wesleyan College 1995 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General, 3.84
Manning & Napier Advisors October 2006 - Present
Crawford Broadcasting Co. November 2001 - October 2006
M&T Bank February 1999 - November 2001
Mutual of Omaha August 1998 - February 1999
Skills
Financial Reporting, Financial Analysis, Accounting, Analysis, Financial Statements
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Current GPA: 3.95
St. John Fisher College 2001 — 2003
Accounting Certificate, Accounting and Finance, 3.80
Roberts Wesleyan College 1995 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General, 3.84
Jennifer Nau's Manning & Napier Advisors Experience July 2006 - Present
Job Client Services Associate, Institutional at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors July 2006 - Present
Bryce Capital Management September 2004 - July 2006
JPMorgan Chase May 2001 - September 2004
Supreme Court of the United States January 2001 - May 2001
Education
State University of New York College at Brockport
Master's Degree, Public Administration
State University of New York College at Brockport
Bachelor of Science (BS), Political Science; Criminal Justice
Manning & Napier Advisors July 2006 - Present
Bryce Capital Management September 2004 - July 2006
JPMorgan Chase May 2001 - September 2004
Supreme Court of the United States January 2001 - May 2001
Education
State University of New York College at Brockport
Master's Degree, Public Administration
State University of New York College at Brockport
Bachelor of Science (BS), Political Science; Criminal Justice
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group