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March 2010

Manning & Napier Advisors
Research Assistant
Rochester, NY

Federated Clover Investment Advisors
Investment Analyst
Rochester, NY
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February 2010

Private Wealth Management Firm
Financial Advisor
Rochester, NY

Recruiter
Risk Manager
Rochester, NY

OppenheimerFunds, Inc.
Fixed Income Jr Credit Analyst
Rochester, NY

Cobblestone Capital Advisors, LLC
Trading/Operations Specialist
Rochester, NY
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January 2010

Executive Search
Partner for Boutique Investment Management Firm
Buffalo, NY
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September 2009

Manning & Napier Advisors
Real Estate Securities Research Associate
Rochester, NY
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August 2009

Pinnacle Capital Management
Portfolio Manager
Syracuse

Investment Management
Private Equity Associate
Morristown, NJ
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July 2009

Investment Management
Sr. Credit Analyst
Chicago

Investment Management, Mutual Funds
Investment Analyst
Southeast U.S.
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June 2009

Occam Capital Management
Financial Administrator
Rochester
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May 2009

Manning & Napier Advisors
Investment Consultant
Rochester
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February 2009

Cobblestone Capital
Operations Analyst
Rochester

Manning & Napier Advisors
Portfolio Strategist

Research Assistant
Rochester

A full service broker dealer division
Compliance Associate
Rochester
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October 2008

Datrose
Accountant
Webster, NY

Pinnacle Capital Management
Asset Management Sales

Portfolio Manager
Syracuse
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August 2008

Manning & Napier Advisors, Inc.
Risk Management Group Investment Consultant
Rochester
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July 2008

Charles Schwab
Financial Consultant
Western New York State
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June 2008

Asset Management Firm
Senior Financial Writer
Pittsburgh, PA

Asset Management Firm
Chief Investment Officer
Rochester, NY
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May 2008

Top Asset Management Firm
Institutional RFP Manager (new: pdf format)
New York City

Global Asset Manager
Advent Expert
Greenwich, CT

Top Asset Management Firm
Fixed Income RFP Writer
New York City
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April 2008

Oppenheimer Funds, Inc., Rochester Division
Fixed Income Credit Analyst (new: pdf format)
Rochester

Top Financial Counseling Firm
Investment Professional
Albany
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March 2008

Industry Leading Mutual Fund Manager
Senior Equity Research Analyst
New York City
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February 2008

Stalla CFA Review
Instructor
Rochester
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January 2008

Top Institutional Investment Management Firm
VP, RFP Manager
New York City
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September 2007
Investment Management Firm
Site Financial Planner
Rochester
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August 2007
UMB - Asset Management Division
International Analyst - 2 Positions
The Galt Group
Senior Biotechnology Analyst
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July 2007
Ohio Public Employees Retirement System
Portfolio Manager Corporate Bonds
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June 2007

Manning & Napier Advisors, Inc.
Communication Strategist
Rochester

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