Manning & Napier Advisors
Industry: Investment management company
DescriptionHeadquarters: Fairport, NY Founded: 1970 Subsidiaries: Rainier Investment Management, LLC,
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Manning & Napier Advisors Employees
Employee
Years
Job
Industry
Andy Nahas Andy Nahas's Manning & Napier Advisors Experience August 1987 - May 1994
Job President at The Prospect Fund
Industry Investment Management
Experience
The Prospect Fund January 1995 - Present
Manning & Napier Advisors August 1987 - May 1994
European American Bank January 1982 - July 1987
Skills
Public Speaking
Education
University of California, San Diego
Economics
The Prospect Fund January 1995 - Present
Manning & Napier Advisors August 1987 - May 1994
European American Bank January 1982 - July 1987
Skills
Public Speaking
Education
University of California, San Diego
Economics
Carson (Simms) Traynor Carson (Simms) Traynor's Manning & Napier Advisors Experience 2004 - 2009
Job Financial and Data Analysis Professional
Industry Financial Services
Experience
Xerox July 2014 - Present
Ashford Advisors January 2014 - July 2014
Manning & Napier Advisors 2004 - 2009
Manning & Napier Advisors January 2004 - November 2004
Skills
Bloomberg Terminal, CMS Bondedge, Excel, Economics, Fixed Income, Financial Analysis, Financial Forecasting, Research, Statistics, Data Analysis, Forecasting, Word, Microsoft Office, Bonds, Microsoft Excel, Microsoft Word, Investments, Bloomberg
Education
2005 — 2010
MBA, Finance, Corporate Accounting
University of Rochester 1999 — 2003
BA, Economics, French
Xerox July 2014 - Present
Ashford Advisors January 2014 - July 2014
Manning & Napier Advisors 2004 - 2009
Manning & Napier Advisors January 2004 - November 2004
Skills
Bloomberg Terminal, CMS Bondedge, Excel, Economics, Fixed Income, Financial Analysis, Financial Forecasting, Research, Statistics, Data Analysis, Forecasting, Word, Microsoft Office, Bonds, Microsoft Excel, Microsoft Word, Investments, Bloomberg
Education
2005 — 2010
MBA, Finance, Corporate Accounting
University of Rochester 1999 — 2003
BA, Economics, French
Desiree Wolfe Desiree Wolfe's Manning & Napier Advisors Experience September 1997 - September 2000
Job Medical Supply Purchasing Specialist
Industry Hospital & Health Care
Experience
Toastmasters International August 2006 - Present
Home Care of Rochester (HCR) August 2001 - Present
The MONY Group February 2001 - August 2001
Manning & Napier Advisors September 1997 - September 2000
U.S. District Court May 1995 - September 1997
Skills
Public Speaking, Writing, Speech Writing, Healthcare, Leadership, Community Outreach, Program Development, Event Management, Event Planning, Management, Customer Service, Teaching, Nonprofits, Fundraising, Public Relations, Research
Education
University of California, San Diego
BA
Toastmasters International August 2006 - Present
Home Care of Rochester (HCR) August 2001 - Present
The MONY Group February 2001 - August 2001
Manning & Napier Advisors September 1997 - September 2000
U.S. District Court May 1995 - September 1997
Skills
Public Speaking, Writing, Speech Writing, Healthcare, Leadership, Community Outreach, Program Development, Event Management, Event Planning, Management, Customer Service, Teaching, Nonprofits, Fundraising, Public Relations, Research
Education
University of California, San Diego
BA
Jennifer Howland Jennifer Howland's Manning & Napier Advisors Experience January 2011 - Present
Job Portfolio Policy Analyst, Portfolio Objectives Group at Manning & Napier Advisors
Industry Financial Services
Experience
Manning and Napier Advisors January 2014 - Present
Manning & Napier Advisors January 2011 - Present
Manning & Napier Advisors April 2008 - February 2011
Manning & Napier Advisors August 2007 - April 2008
Skills
Portfolio Management, Microsoft Excel, Factset, Bloomberg, Microsoft Word, SharePoint
Education
University of Connecticut 2003 — 2007
Bachelor of Science (BS) in Mathematics-Statistics
Manning and Napier Advisors January 2014 - Present
Manning & Napier Advisors January 2011 - Present
Manning & Napier Advisors April 2008 - February 2011
Manning & Napier Advisors August 2007 - April 2008
Skills
Portfolio Management, Microsoft Excel, Factset, Bloomberg, Microsoft Word, SharePoint
Education
University of Connecticut 2003 — 2007
Bachelor of Science (BS) in Mathematics-Statistics
Ford Filer Ford Filer's Manning & Napier Advisors Experience May 2013 - August 2013
Job Software Engineering Intern at Bloomberg LP
Industry Computer Software
Experience
University of Southern California August 2014 - Present
F2 Technical Solutions August 2011 - Present
Ursa Major Games May 2014 - Present
Bloomberg LP May 2015 - August 2015
Tesla Motors May 2014 - August 2014
Manning & Napier Advisors May 2013 - August 2013
University of Southern California January 2013 - May 2013
University of Southern California Interaction Lab October 2012 - December 2012
F2 Technical Solutions August 2009 - August 2011
Skills
Java, C++, MySQL, C#, Visual Studio, Git, Web Development, Linux, Unix, Photoshop, JavaScript, HTML, HTML 5, XML, Group Development, PHP, ASP, Microsoft SQL Server, Windows Server, GIMP, C/C++ STL, CSS, ROS, Informix, Microsoft Test Manager, Team Foundation Server, Server Administration, Socket Programming, WPF, Web De, Tutoring, Quality Assurance, Cucumber, Software Engineering, Software Documentation, PHPUnit, Linux Server, ASP.NET MVC, AngularJS, Solr
Education
University of Southern California 2012 — 2016
Bachelor’s Degree, Computer Science/Computer Engineering, 3.5
Victor Senior High School 2008 — 2012
Regents Diploma w/ Distinction, 96%
University of Southern California August 2014 - Present
F2 Technical Solutions August 2011 - Present
Ursa Major Games May 2014 - Present
Bloomberg LP May 2015 - August 2015
Tesla Motors May 2014 - August 2014
Manning & Napier Advisors May 2013 - August 2013
University of Southern California January 2013 - May 2013
University of Southern California Interaction Lab October 2012 - December 2012
F2 Technical Solutions August 2009 - August 2011
Skills
Java, C++, MySQL, C#, Visual Studio, Git, Web Development, Linux, Unix, Photoshop, JavaScript, HTML, HTML 5, XML, Group Development, PHP, ASP, Microsoft SQL Server, Windows Server, GIMP, C/C++ STL, CSS, ROS, Informix, Microsoft Test Manager, Team Foundation Server, Server Administration, Socket Programming, WPF, Web De, Tutoring, Quality Assurance, Cucumber, Software Engineering, Software Documentation, PHPUnit, Linux Server, ASP.NET MVC, AngularJS, Solr
Education
University of Southern California 2012 — 2016
Bachelor’s Degree, Computer Science/Computer Engineering, 3.5
Victor Senior High School 2008 — 2012
Regents Diploma w/ Distinction, 96%
Katarina Gelke's Manning & Napier Advisors Experience November 2013 - Present
Job IDG Team Leader; Client Services Associate Manning & Napier
Industry Investment Management
Experience
Notre Dame Alumni Club of Rochester July 2014 - Present
Notre Dame Alumni Club of Rochester July 2014 - Present
Manning & Napier January 2015 - Present
Manning & Napier Advisors November 2013 - Present
Catholic Family Center October 2012 - October 2013
Manning & Napier Advisors July 2012 - October 2013
Genesee Regional Bank June 2009 - July 2012
Nanovic Institute of European Studies August 2011 - May 2012
Rochester Business Journal May 2011 - August 2011
Skills
Intermediate Spanish..., Beginning German..., Beginning Polish..., Adobe Creative Suite, Microsoft Office, Microsoft CRM, Marketing Communications, Social Media Marketing, Marketing Research, Relationship Marketing, Writing, Creative Writing, Multi Tasking, Travel, Flexibility
Education
University of Notre Dame 2008 — 2012
BA, Marketing
University College Dublin 2011 — 2011
Marketing and Business
Uniwersytet Mikołaja Kopernika w Toruniu 2010 — 2010
Polish Language
Notre Dame Alumni Club of Rochester July 2014 - Present
Notre Dame Alumni Club of Rochester July 2014 - Present
Manning & Napier January 2015 - Present
Manning & Napier Advisors November 2013 - Present
Catholic Family Center October 2012 - October 2013
Manning & Napier Advisors July 2012 - October 2013
Genesee Regional Bank June 2009 - July 2012
Nanovic Institute of European Studies August 2011 - May 2012
Rochester Business Journal May 2011 - August 2011
Skills
Intermediate Spanish..., Beginning German..., Beginning Polish..., Adobe Creative Suite, Microsoft Office, Microsoft CRM, Marketing Communications, Social Media Marketing, Marketing Research, Relationship Marketing, Writing, Creative Writing, Multi Tasking, Travel, Flexibility
Education
University of Notre Dame 2008 — 2012
BA, Marketing
University College Dublin 2011 — 2011
Marketing and Business
Uniwersytet Mikołaja Kopernika w Toruniu 2010 — 2010
Polish Language
Zach Armstrong's Manning & Napier Advisors Experience June 2013 - March 2014
Job Registered Financial Services Associate at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc March 2014 - Present
Manning & Napier Advisors June 2013 - March 2014
Rochester Wealth Management Group LLC May 2012 - June 2013
Bomar Armstrong builders June 2005 - May 2012
Radisson Hotel May 2011 - August 2011
Oneida County Public Defenders Office June 2010 - August 2010
Packy’s Pub June 2005 - January 2010
Skills
Financial Analysis, Strategic Financial..., Life Insurance, Financial Advisory, Stock Market, Retirement Planning, Securities, Fixed Annuities, Series 7, Series 66, Asset Allocation, Investment Strategies
Education
University of Rochester 2008 — 2012
Bachelor of Science (B.S.), Political Science and Government
IES Rome 2011 — 2011
CSCA
CSCA
New Hartford High School
New Hartford High School
New Hartford High School
Sage Rutty & Co., Inc March 2014 - Present
Manning & Napier Advisors June 2013 - March 2014
Rochester Wealth Management Group LLC May 2012 - June 2013
Bomar Armstrong builders June 2005 - May 2012
Radisson Hotel May 2011 - August 2011
Oneida County Public Defenders Office June 2010 - August 2010
Packy’s Pub June 2005 - January 2010
Skills
Financial Analysis, Strategic Financial..., Life Insurance, Financial Advisory, Stock Market, Retirement Planning, Securities, Fixed Annuities, Series 7, Series 66, Asset Allocation, Investment Strategies
Education
University of Rochester 2008 — 2012
Bachelor of Science (B.S.), Political Science and Government
IES Rome 2011 — 2011
CSCA
CSCA
New Hartford High School
New Hartford High School
New Hartford High School
Elizabeth Craig Elizabeth Craig's Manning & Napier Advisors Experience August 2009 - April 2015
Job Fund Administration Manager at Manning & Napier Advisors, LLC
Industry Investment Management
Experience
Manning & Napier Advisors, LLC April 2015 - Present
Manning & Napier Advisors August 2009 - April 2015
University of Rochester Men's Soccer Team August 2005 - May 2009
Rochester Red Wings April 2008 - April 2009
Skills
Series 6 FINRA licensed, Series 63 FINRA licensed, Series 26 FINRA licensed
Education
University of Rochester 2005 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Manning & Napier Advisors, LLC April 2015 - Present
Manning & Napier Advisors August 2009 - April 2015
University of Rochester Men's Soccer Team August 2005 - May 2009
Rochester Red Wings April 2008 - April 2009
Skills
Series 6 FINRA licensed, Series 63 FINRA licensed, Series 26 FINRA licensed
Education
University of Rochester 2005 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Daniel MacIntyre, MBA Daniel MacIntyre, MBA's Manning & Napier Advisors Experience March 2012 - Present
Job Senior Financial Analyst and Junior Executive Training Participant at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier July 2014 - Present
Manning & Napier Advisors March 2012 - Present
Eastman Kodak July 2008 - March 2012
Skills
Financial Analysis, Analysis, Microsoft Excel, Corporate Finance, Financial Modeling, Finance, Financial Reporting, Competitive Analysis, Strategy, Project Management, Product Management, Business Process..., Accounting, Leadership, Program Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2013
MBA, Finance and Corporate Strategy
University of Maryland Baltimore County 2001 — 2006
BS, Computer Science
Manning & Napier July 2014 - Present
Manning & Napier Advisors March 2012 - Present
Eastman Kodak July 2008 - March 2012
Skills
Financial Analysis, Analysis, Microsoft Excel, Corporate Finance, Financial Modeling, Finance, Financial Reporting, Competitive Analysis, Strategy, Project Management, Product Management, Business Process..., Accounting, Leadership, Program Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2013
MBA, Finance and Corporate Strategy
University of Maryland Baltimore County 2001 — 2006
BS, Computer Science
Michael Sternick Michael Sternick's Manning & Napier Advisors Experience 2007 - 2008
Job Assistant Vice President, Commercial Real Estate at M&T Bank
Industry Banking
Experience
M&T Bank February 2013 - Present
Mason Dixon Energy 2008 - 2011
Manning & Napier Advisors 2007 - 2008
Paige Communications Group 2006 - 2007
Skills
Financial Modeling, Data Analysis, Financial Analysis, Access, Microsoft Office, Project Management, Research, Analysis, Microsoft Excel, Microsoft Word, Negotiation, Public Speaking, Competitive Analysis, Energy, Editing, Finance, Valuation, Business Strategy, Due Diligence, Strategic Planning, Budgets, Mergers & Acquisitions, Marketing, Leadership, Investments, Banking, Portfolio Management, Risk Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance; Competitive & Organizational Strategy
University of Rochester 2001 — 2005
Bachelor of Arts (B.A.), Economics, Psychology
New Hartford High School 1997 — 2001
M&T Bank February 2013 - Present
Mason Dixon Energy 2008 - 2011
Manning & Napier Advisors 2007 - 2008
Paige Communications Group 2006 - 2007
Skills
Financial Modeling, Data Analysis, Financial Analysis, Access, Microsoft Office, Project Management, Research, Analysis, Microsoft Excel, Microsoft Word, Negotiation, Public Speaking, Competitive Analysis, Energy, Editing, Finance, Valuation, Business Strategy, Due Diligence, Strategic Planning, Budgets, Mergers & Acquisitions, Marketing, Leadership, Investments, Banking, Portfolio Management, Risk Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance; Competitive & Organizational Strategy
University of Rochester 2001 — 2005
Bachelor of Arts (B.A.), Economics, Psychology
New Hartford High School 1997 — 2001
Sammy Azzouz, JD, CFP®'s Manning & Napier Advisors Experience August 2005 - March 2013
Job Senior Wealth Manager at Heritage Financial
Industry Investment Management
Experience
Heritage Financial Services April 2013 - Present
Manning & Napier Advisors August 2005 - March 2013
B & D Advisors (Bowditch & Dewey affiliate) January 2003 - August 2005
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Estate Planning, Asset Allocation, Investment Strategies, Estate Tax Planning, Asset Management, Portfolio Management, Financial Planning, Business Development, Management, CFP, Charitable Gift Planning, Personal Tax Planning, Cash Flow Forecasting, Asset Protection, Retirement Plan..., Portfolio Assessment, Real Estate Investor, Charitable Trusts, Long-term Care, Irrevocable Life..., Life Insurance, Revocable Trusts, Taxation of Trusts, Investments, Retirement, Investment Management, Financial Advisory, Finance, Insurance, Wealth Management..., Mutual Funds, Wealth, Financial Planners, 401k, Financial Services, High Net Worth..., Alternative Investments, Personal Financial..., Securities, Trusts, Equities, Certified Divorce...
Education
University of Maryland School of Law 1997 — 2000
Juris Doctor, Law
University of Toronto - New College 1994 — 1997
Bachelor of Arts, Political Science
Cairo American College 1992 — 1993
American School of Kuwait 1986 — 1992
Heritage Financial Services April 2013 - Present
Manning & Napier Advisors August 2005 - March 2013
B & D Advisors (Bowditch & Dewey affiliate) January 2003 - August 2005
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Estate Planning, Asset Allocation, Investment Strategies, Estate Tax Planning, Asset Management, Portfolio Management, Financial Planning, Business Development, Management, CFP, Charitable Gift Planning, Personal Tax Planning, Cash Flow Forecasting, Asset Protection, Retirement Plan..., Portfolio Assessment, Real Estate Investor, Charitable Trusts, Long-term Care, Irrevocable Life..., Life Insurance, Revocable Trusts, Taxation of Trusts, Investments, Retirement, Investment Management, Financial Advisory, Finance, Insurance, Wealth Management..., Mutual Funds, Wealth, Financial Planners, 401k, Financial Services, High Net Worth..., Alternative Investments, Personal Financial..., Securities, Trusts, Equities, Certified Divorce...
Education
University of Maryland School of Law 1997 — 2000
Juris Doctor, Law
University of Toronto - New College 1994 — 1997
Bachelor of Arts, Political Science
Cairo American College 1992 — 1993
American School of Kuwait 1986 — 1992
Elizabeth Antonious's Manning & Napier Advisors Experience June 2009 - September 2009
Job Regulatory Reporting / Data Collections Specialist
Industry Banking
Experience
Federal Reserve System March 2015 - Present
Federal Reserve System February 2014 - March 2015
Federal Reserve System July 2012 - February 2014
Federal Reserve System June 2010 - July 2012
Manning & Napier Advisors June 2009 - September 2009
JERMC Management Corporation May 2008 - September 2008
Skills
Regulatory Filings, Statistics, Data Analysis, Reporting & Analysis, Federal Regulations, Quantitative Analysis, Qualitative Research, Arabic, Program Management, Public Speaking, Economics, Macroeconomics, Analysis, Finance, Research, Strategy, Microsoft Office, Management, Quantitative Analytics, Financial Analysis, Leadership, Financial Modeling
Education
University of Rochester 2006 — 2010
B.A., Economics, Arabic
Federal Reserve System March 2015 - Present
Federal Reserve System February 2014 - March 2015
Federal Reserve System July 2012 - February 2014
Federal Reserve System June 2010 - July 2012
Manning & Napier Advisors June 2009 - September 2009
JERMC Management Corporation May 2008 - September 2008
Skills
Regulatory Filings, Statistics, Data Analysis, Reporting & Analysis, Federal Regulations, Quantitative Analysis, Qualitative Research, Arabic, Program Management, Public Speaking, Economics, Macroeconomics, Analysis, Finance, Research, Strategy, Microsoft Office, Management, Quantitative Analytics, Financial Analysis, Leadership, Financial Modeling
Education
University of Rochester 2006 — 2010
B.A., Economics, Arabic
Irina Tsukernik's Manning & Napier Advisors Experience 2008 - 2012
Job Account Executive at Idibon
Industry Internet
Experience
Idibon February 2015 - Present
Optimizely May 2014 - August 2014
Gap Inc. December 2012 - June 2014
Manning & Napier Advisors 2008 - 2012
Sears, Roebuck and Co. 2002 - 2008
Skills
Equity Research, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Portfolio Management, Quantitative Analytics, Corporate Finance, Business Development, Market Research
Education
William E. Simon School of Business 2009 — 2012
MBA, Finance, Accounting, Strategy
University of Rochester 2005 — 2008
BA, Economics, Minor: Advanced Mathematics
Idibon February 2015 - Present
Optimizely May 2014 - August 2014
Gap Inc. December 2012 - June 2014
Manning & Napier Advisors 2008 - 2012
Sears, Roebuck and Co. 2002 - 2008
Skills
Equity Research, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Portfolio Management, Quantitative Analytics, Corporate Finance, Business Development, Market Research
Education
William E. Simon School of Business 2009 — 2012
MBA, Finance, Accounting, Strategy
University of Rochester 2005 — 2008
BA, Economics, Minor: Advanced Mathematics
Barry Hudson, MS, BS, ITIL Barry Hudson, MS, BS, ITIL's Manning & Napier Advisors Experience June 2007 - March 2012
Job Enterprise Architect (SOA) at PSCU
Industry Computer Software
Experience
PSCU June 2013 - Present
Tui Marine October 2012 - June 2013
Manning & Napier Advisors June 2007 - March 2012
Nelson June 2005 - June 2007
Syniverse December 2004 - June 2005
SAIC August 2004 - November 2004
TIAA-CREF March 2004 - July 2004
Bank of America December 2003 - March 2004
State of South Carolina July 2002 - November 2003
Omgeo September 2000 - May 2002
Education
University of South Florida 2009 — 2011
Master’s Degree, Entrepreneurship in Applied Technology
University of Miami 1989 — 1994
Bachelor’s Degree
PSCU June 2013 - Present
Tui Marine October 2012 - June 2013
Manning & Napier Advisors June 2007 - March 2012
Nelson June 2005 - June 2007
Syniverse December 2004 - June 2005
SAIC August 2004 - November 2004
TIAA-CREF March 2004 - July 2004
Bank of America December 2003 - March 2004
State of South Carolina July 2002 - November 2003
Omgeo September 2000 - May 2002
Education
University of South Florida 2009 — 2011
Master’s Degree, Entrepreneurship in Applied Technology
University of Miami 1989 — 1994
Bachelor’s Degree
Jake Stone, CFA Jake Stone, CFA's Manning & Napier Advisors Experience June 2009 - January 2012
Job AVP, Fixed Income at Wellington Management, LLP
Industry Investment Management
Experience
Wellington Management October 2013 - Present
Wellington Management January 2012 - September 2013
Manning & Napier Advisors June 2009 - January 2012
Kingsview 2008 - 2008
Vision Financial Markets LLC 2007 - 2007
Skills
Fixed Income, Portfolio Management, Structured Products, Asset Management, Fixed Income Research, Quantitative Analytics, Investment Management
Education
University of Rochester 2005 — 2009
B.A. Financial Economics
Westhill High School 2001 — 2005
Wellington Management October 2013 - Present
Wellington Management January 2012 - September 2013
Manning & Napier Advisors June 2009 - January 2012
Kingsview 2008 - 2008
Vision Financial Markets LLC 2007 - 2007
Skills
Fixed Income, Portfolio Management, Structured Products, Asset Management, Fixed Income Research, Quantitative Analytics, Investment Management
Education
University of Rochester 2005 — 2009
B.A. Financial Economics
Westhill High School 2001 — 2005
Matt Venzin's Manning & Napier Advisors Experience May 2005 - August 2005
Job Account Executive, Telemundo & NBC Universo
Industry Marketing and Advertising
Experience
NBCUniversal, Inc. April 2015 - Present
NBCUniversal, Inc. April 2014 - March 2015
NBCUniversal, Inc. September 2011 - April 2014
NBC Universal June 2008 - August 2011
NBC Universal February 2011 - June 2011
NBC Universal March 2007 - June 2008
NBC Universal June 2006 - March 2007
Bausch & Lomb June 2005 - May 2006
Aramark February 2003 - September 2005
Manning & Napier Advisors May 2005 - August 2005
Skills
Digital Marketing, Negotiation, Marketing, CRM, Sponsorship, Digital Media, Marketing Strategy, Advertising, Market Research, Marketing Communications, Online Advertising, Sales, Salesforce.com
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Specializations: Strategy, International Business, Finance
University of Rochester 2002 — 2006
B.A., Economics, Political Science Double Major
NBCUniversal, Inc. April 2015 - Present
NBCUniversal, Inc. April 2014 - March 2015
NBCUniversal, Inc. September 2011 - April 2014
NBC Universal June 2008 - August 2011
NBC Universal February 2011 - June 2011
NBC Universal March 2007 - June 2008
NBC Universal June 2006 - March 2007
Bausch & Lomb June 2005 - May 2006
Aramark February 2003 - September 2005
Manning & Napier Advisors May 2005 - August 2005
Skills
Digital Marketing, Negotiation, Marketing, CRM, Sponsorship, Digital Media, Marketing Strategy, Advertising, Market Research, Marketing Communications, Online Advertising, Sales, Salesforce.com
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Specializations: Strategy, International Business, Finance
University of Rochester 2002 — 2006
B.A., Economics, Political Science Double Major
Simon Wu's Manning & Napier Advisors Experience 1987 - 1993
Job Vice President and Controller at 20/20 Capital Group
Industry Investment Management
Experience
20/20 Capital Group July 2014 - Present
IAGNOSIS October 2012 - June 2014
BNY Mellon March 1995 - September 2012
Manning & Napier Advisors 1987 - 1993
Skills
Chartered Financial..., Equity Research, Equity Valuation, Equities, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Asset Managment, Portfolio Management, Investments, Capital Markets, Investment Strategies, Mutual Funds, Securities, Performance Attribution, Buy-side, Asset Allocation, Asset Management, Corporate Finance, Investment Banking, Wealth Management, Investment Management, Financial Analysis, Managerial Finance, Financial Reporting, Corporate Strategy...
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1988 — 1990
Bachelor of Science (BS), Computer Systems Engineering
University of Rochester 1986 — 1988
MBA, Finance
St Edmunds
20/20 Capital Group July 2014 - Present
IAGNOSIS October 2012 - June 2014
BNY Mellon March 1995 - September 2012
Manning & Napier Advisors 1987 - 1993
Skills
Chartered Financial..., Equity Research, Equity Valuation, Equities, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Asset Managment, Portfolio Management, Investments, Capital Markets, Investment Strategies, Mutual Funds, Securities, Performance Attribution, Buy-side, Asset Allocation, Asset Management, Corporate Finance, Investment Banking, Wealth Management, Investment Management, Financial Analysis, Managerial Finance, Financial Reporting, Corporate Strategy...
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1988 — 1990
Bachelor of Science (BS), Computer Systems Engineering
University of Rochester 1986 — 1988
MBA, Finance
St Edmunds
Sam DiRaimo's Manning & Napier Advisors Experience 1999 - 2000
Job Qualitative Risk Manager, Enterprise Risk Management at Excellus Health Plan
Industry Insurance
Experience
Excellus Health Plan June 2013 - Present
Excellus Health Plan January 2007 - May 2013
Excellus Health Plan September 2000 - December 2006
Manning & Napier Advisors 1999 - 2000
Rochester Community Savings Bank 1986 - 1998
Skills
Financial Risk, Enterprise Risk..., Internal Controls, Internal Audit, Health Insurance, Leadership, Sarbanes-Oxley Act, Financial Analysis, Auditing, Business Process..., SAS70, Sarbanes-Oxley, Process Improvement, IT Audit, Insurance, Management, Analysis, Risk Management, Financial Reporting
Education
State University of New York at Buffalo 1976 — 1980
Bachelor of Science (BS), Accounting
Excellus Health Plan June 2013 - Present
Excellus Health Plan January 2007 - May 2013
Excellus Health Plan September 2000 - December 2006
Manning & Napier Advisors 1999 - 2000
Rochester Community Savings Bank 1986 - 1998
Skills
Financial Risk, Enterprise Risk..., Internal Controls, Internal Audit, Health Insurance, Leadership, Sarbanes-Oxley Act, Financial Analysis, Auditing, Business Process..., SAS70, Sarbanes-Oxley, Process Improvement, IT Audit, Insurance, Management, Analysis, Risk Management, Financial Reporting
Education
State University of New York at Buffalo 1976 — 1980
Bachelor of Science (BS), Accounting
Tim Bartl, CFA's Manning & Napier Advisors Experience May 2006 - August 2006
Job Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's July 2007 - Present
Manning & Napier Advisors May 2006 - August 2006
Wachovia Securities May 2005 - May 2006
Skills
Structured Finance, Securitization, Fixed Income, Structured Products, ABS, MBS, Credit Analysis, Valuation, CMBS, Finance, Portfolio Management
Education
University of Rochester 2003 — 2007
BA, Financial Economics, Mathematics
Standard & Poor's July 2007 - Present
Manning & Napier Advisors May 2006 - August 2006
Wachovia Securities May 2005 - May 2006
Skills
Structured Finance, Securitization, Fixed Income, Structured Products, ABS, MBS, Credit Analysis, Valuation, CMBS, Finance, Portfolio Management
Education
University of Rochester 2003 — 2007
BA, Financial Economics, Mathematics
Christopher Moffett, CFA's Manning & Napier Advisors Experience June 2011 - August 2013
Job Equity Research Analyst at Loomis, Sayles & Company
Industry Capital Markets
Experience
Loomis, Sayles & Company September 2014 - Present
Loomis, Sayles & Company September 2013 - September 2014
Manning & Napier Advisors June 2011 - August 2013
Manning & Napier Advisors January 2009 - June 2011
RuffaloCODY February 2006 - May 2009
University of Rochester September 2008 - December 2008
Skills
Microsoft Office, Customer Service, Bloomberg, Equity Research, Financial Modeling, Microsoft Word, Quantitative Analytics, Valuation, Statistics, Economics, Data Analysis, Financial Analysis, Bloomberg Terminal, Equities, Investments, Research, Microsoft Excel, Portfolio Management, Public Speaking, Analysis, Equity Valuation
Education
University of Rochester 2005 — 2008
Bachelor of Arts (BA), Financial Economics
Brownell-Talbot 2001 — 2005
Loomis, Sayles & Company September 2014 - Present
Loomis, Sayles & Company September 2013 - September 2014
Manning & Napier Advisors June 2011 - August 2013
Manning & Napier Advisors January 2009 - June 2011
RuffaloCODY February 2006 - May 2009
University of Rochester September 2008 - December 2008
Skills
Microsoft Office, Customer Service, Bloomberg, Equity Research, Financial Modeling, Microsoft Word, Quantitative Analytics, Valuation, Statistics, Economics, Data Analysis, Financial Analysis, Bloomberg Terminal, Equities, Investments, Research, Microsoft Excel, Portfolio Management, Public Speaking, Analysis, Equity Valuation
Education
University of Rochester 2005 — 2008
Bachelor of Arts (BA), Financial Economics
Brownell-Talbot 2001 — 2005
Bill Saffran's Manning & Napier Advisors Experience 1983 - 1986
Job
Industry Insurance
Experience
Aon M&A Solutions August 2007 - Present
Aon 1998 - 2007
Alexander & Alexander 1986 - 1997
Anistics 1986 - 1994
Manning & Napier Advisors 1983 - 1986
Skills
Insurance, Due Diligence, Mergers, Accounting, Risk Management, Financial Modeling, Asset Management, Private Equity, Risk, Reinsurance, Underwriting, Mergers & Acquisitions, Management, Asset Managment, Investments, Captives
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA
University of Virginia 1977 — 1981
BA
Aon M&A Solutions August 2007 - Present
Aon 1998 - 2007
Alexander & Alexander 1986 - 1997
Anistics 1986 - 1994
Manning & Napier Advisors 1983 - 1986
Skills
Insurance, Due Diligence, Mergers, Accounting, Risk Management, Financial Modeling, Asset Management, Private Equity, Risk, Reinsurance, Underwriting, Mergers & Acquisitions, Management, Asset Managment, Investments, Captives
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA
University of Virginia 1977 — 1981
BA
James Slentz, CFA's Manning & Napier Advisors Experience August 2012 - December 2014
Job Junior Equity Analyst at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier January 2015 - Present
Manning & Napier Advisors August 2012 - December 2014
Manning & Napier Advisors July 2011 - July 2012
Manning & Napier Advisors September 2010 - June 2011
Skills
Equity Research, Financial Modeling, Bloomberg, Valuation, Data Analysis, Quantitative Analytics, Financial Analysis, Investments, Bloomberg Terminal, Statistics, Economics, Equities, Econometrics
Education
University of Rochester 2006 — 2010
BA, Financial Economics
Manning & Napier January 2015 - Present
Manning & Napier Advisors August 2012 - December 2014
Manning & Napier Advisors July 2011 - July 2012
Manning & Napier Advisors September 2010 - June 2011
Skills
Equity Research, Financial Modeling, Bloomberg, Valuation, Data Analysis, Quantitative Analytics, Financial Analysis, Investments, Bloomberg Terminal, Statistics, Economics, Equities, Econometrics
Education
University of Rochester 2006 — 2010
BA, Financial Economics
Peter Iwanowicz, CFA's Manning & Napier Advisors Experience February 2013 - August 2015
Job MBA Candidate at University of Virginia Darden School of Business
Industry Investment Management
Experience
University of Virginia Darden School of Business August 2015 - Present
Manning & Napier Advisors February 2013 - August 2015
Manning & Napier Advisors June 2009 - February 2013
Howe & Rusling February 2008 - February 2009
T-Systems May 2007 - July 2007
Skills
Equity Research, Bloomberg, Valuation, Financial Modeling, Bloomberg Terminal, Investments, Equities, Equity Valuation, Quantitative Analytics, Financial Analysis, Asset Managment, Fixed Income, Portfolio Management, Investment Management, Hedge Funds, Investment Strategies, Alternative Investments, Asset Allocation, Structured Products, Value Investing
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Rochester 2005 — 2009
B.A., Financial Economics
University of Virginia Darden School of Business August 2015 - Present
Manning & Napier Advisors February 2013 - August 2015
Manning & Napier Advisors June 2009 - February 2013
Howe & Rusling February 2008 - February 2009
T-Systems May 2007 - July 2007
Skills
Equity Research, Bloomberg, Valuation, Financial Modeling, Bloomberg Terminal, Investments, Equities, Equity Valuation, Quantitative Analytics, Financial Analysis, Asset Managment, Fixed Income, Portfolio Management, Investment Management, Hedge Funds, Investment Strategies, Alternative Investments, Asset Allocation, Structured Products, Value Investing
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Rochester 2005 — 2009
B.A., Financial Economics
Joe Bruns's Manning & Napier Advisors Experience February 2012 - March 2014
Job Retirement Plan Consultant at The Standard
Industry Financial Services
Experience
The Standard March 2014 - Present
Manning & Napier Advisors February 2012 - March 2014
Fulton Financial Advisors September 2009 - February 2012
JPMorgan 2007 - 2009
T. Rowe Price January 2000 - March 2007
Skills
401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Investment Strategies, Wealth Management, Strategic Financial..., Retirement, IRAs, Securities, Investment Advisory, ERISA, Asset Management, Investments, Uniform Combined State..., Pensions, Strategic Planning, Retirement Planning
Education
University of Maryland Baltimore County 1989 — 1992
BA, Economics
The Standard March 2014 - Present
Manning & Napier Advisors February 2012 - March 2014
Fulton Financial Advisors September 2009 - February 2012
JPMorgan 2007 - 2009
T. Rowe Price January 2000 - March 2007
Skills
401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Investment Strategies, Wealth Management, Strategic Financial..., Retirement, IRAs, Securities, Investment Advisory, ERISA, Asset Management, Investments, Uniform Combined State..., Pensions, Strategic Planning, Retirement Planning
Education
University of Maryland Baltimore County 1989 — 1992
BA, Economics
Steven Just's Manning & Napier Advisors Experience June 2010 - November 2011
Job Product Specialist at Ipreo
Industry Financial Services
Experience
Ipreo May 2015 - Present
Ipreo January 2015 - Present
ClearMomentum November 2011 - December 2014
Manning & Napier Advisors June 2010 - November 2011
Skills
Financial Modeling, Microsoft Excel, Bloomberg, Valuation, Process Improvement, Financial Analysis, Investments, Marketing Strategy, Corporate Finance, New Business Development, Business Valuation, Customer Retention, Customer Satisfaction, Data Analysis, Finance, Financial Statement..., PowerPoint, Private Equity
Education
University of Rochester 2007 — 2011
BS, Financial Economics
Liverpool High School 2003 — 2007
Ipreo May 2015 - Present
Ipreo January 2015 - Present
ClearMomentum November 2011 - December 2014
Manning & Napier Advisors June 2010 - November 2011
Skills
Financial Modeling, Microsoft Excel, Bloomberg, Valuation, Process Improvement, Financial Analysis, Investments, Marketing Strategy, Corporate Finance, New Business Development, Business Valuation, Customer Retention, Customer Satisfaction, Data Analysis, Finance, Financial Statement..., PowerPoint, Private Equity
Education
University of Rochester 2007 — 2011
BS, Financial Economics
Liverpool High School 2003 — 2007
Matthew Emory's Manning & Napier Advisors Experience October 2012 - Present
Job Software Engineer at Manning & Napier Advisors
Industry Information Technology and Services
Experience
Manning & Napier Advisors October 2012 - Present
Pragmatics, Inc. October 2007 - October 2012
Skills
C#, .NET, WCF, Microsoft SQL Server, ASP.NET, LINQ, Web Services, Sybase, Silverlight, WPF, SQL, C++, Visual Studio, XML, JavaScript, ASP.NET MVC, Entity Framework, Stored Procedures, Angular, Typescript
Education
University of North Carolina at Greensboro 2003 — 2007
BS, Computer Science
Manning & Napier Advisors October 2012 - Present
Pragmatics, Inc. October 2007 - October 2012
Skills
C#, .NET, WCF, Microsoft SQL Server, ASP.NET, LINQ, Web Services, Sybase, Silverlight, WPF, SQL, C++, Visual Studio, XML, JavaScript, ASP.NET MVC, Entity Framework, Stored Procedures, Angular, Typescript
Education
University of North Carolina at Greensboro 2003 — 2007
BS, Computer Science
Chris Gryniewicz's Manning & Napier Advisors Experience June 2013 - Present
Job Equity Research at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors June 2013 - Present
University of South Florida August 2012 - June 2013
University of South Florida Student Government May 2012 - June 2013
Crosstree Capital Partners, Inc. July 2012 - December 2012
Valpak January 2010 - June 2012
Skills
Budgets, Financial Analysis, Microsoft Excel, Microsoft Office, Strategic Planning, Marketing, Program Management, Customer Service, PowerPoint, Marketing Strategy, Account Management, Social Media Marketing, Capital IQ, Business Strategy
Education
University of South Florida 2009 — 2013
Bachelor of Science, Finance
Manning & Napier Advisors June 2013 - Present
University of South Florida August 2012 - June 2013
University of South Florida Student Government May 2012 - June 2013
Crosstree Capital Partners, Inc. July 2012 - December 2012
Valpak January 2010 - June 2012
Skills
Budgets, Financial Analysis, Microsoft Excel, Microsoft Office, Strategic Planning, Marketing, Program Management, Customer Service, PowerPoint, Marketing Strategy, Account Management, Social Media Marketing, Capital IQ, Business Strategy
Education
University of South Florida 2009 — 2013
Bachelor of Science, Finance
Shelby George, JD, CEBS's Manning & Napier Advisors Experience November 2011 - Present
Job ERISA attorney: arming financial professionals with tools to help improve financial security
Industry Financial Services
Experience
Manning & Napier Advisors November 2011 - Present
Education
University of California, Hastings College of the Law 2001 — 2004
Juris Doctor
Westmont College 1995 — 1999
BA, Political Science, emphasis in Political Theory
Manning & Napier Advisors November 2011 - Present
Education
University of California, Hastings College of the Law 2001 — 2004
Juris Doctor
Westmont College 1995 — 1999
BA, Political Science, emphasis in Political Theory
Charlie Henick's Manning & Napier Advisors Experience November 2011 - May 2012
Job Summer Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan June 2013 - Present
J.P. Morgan Securities May 2012 - August 2012
Manning & Napier Advisors November 2011 - May 2012
University of Rochester January 2012 - April 2012
Skills
Research, Bloomberg, Microsoft Excel, Financial Modeling, PowerPoint
Education
University of Rochester 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
J.P. Morgan June 2013 - Present
J.P. Morgan Securities May 2012 - August 2012
Manning & Napier Advisors November 2011 - May 2012
University of Rochester January 2012 - April 2012
Skills
Research, Bloomberg, Microsoft Excel, Financial Modeling, PowerPoint
Education
University of Rochester 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group