Aim Funds
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Aim Funds Employees
UBS Private Wealth Management October 2013 - Present
Trefis November 2010 - November 2013
Apus Investments October 2008 - December 2010
Citigroup 2005 - 2007
Citigroup 2004 - 2005
Citigroup 2003 - 2003
Morningstar 2002 - 2002
AIM Funds 2001 - 2001
Education
University of Chicago
B.A., Economics
New York University - Leonard N. Stern School of Business
MBA, Accounting, Finance, Global Business
The University of Texas at Austin
Latin America Studies, Spanish
Awty International School
International Baccalaureate
Episcopal High School Houston
Gulf States Financial Services June 2012 - Present
Weingarten Realty Investors 2011 - 2012
MassMutual, AIG 2008 - 2010
Gulf States Financial Services 2003 - 2008
AIG 1997 - 2003
AIM Funds 1996 - 1996
Skills
Insurance, Process Improvement, Strategic Financial..., Financial Analysis, Risk Management, Business Analysis, Investments, Financial Modeling, Business Strategy, Finance, Analysis, Mergers & Acquisitions, New Business Development, Negotiation, Management, Due Diligence, Strategy, Contract Negotiation, Forecasting, Team Building, Business Planning, Business Process..., Competitive Analysis, Sales Management, Business Development, Valuation, Customer Satisfaction, Pricing, Sales, Account Management, Team Leadership, Customer Retention
Education
Stephen F. Austin State University
Bachelor of Arts (B.A.)
ADCom Solutions January 2015 - Present
ADCom Solutions January 2013 - Present
ADCom Solutions February 2009 - December 2012
AT&T June 2001 - February 2009
Cisco Systems October 2000 - April 2001
Qwest Communications September 1999 - October 2000
MCI January 1995 - September 1999
Aim Funds January 1993 - January 1995
Skills
Managed Services, Telecommunications, VoIP, MPLS, Wireless, Solution Selling, Professional Services, Cloud Computing, Unified Communications, Co-location, SaaS, Data Center, CRM, Enterprise Software, Leadership, Project Management, Networking, Outsourcing, Direct Sales, Vendor Management, Cross-functional Team..., Account Management, Integration, IP, Contract Negotiation, Sales Management, Strategy, Management, Selling, WAN, Salesforce.com, Ethernet, Telephony, Entrepreneurship, Mobile Devices, Strategic Partnerships, Cisco Technologies, Executive Management, Security, Sales Operations, Sales, Strategic Planning, Team Leadership, Business Development, Channel Partners, Start-ups, Call Centers, Customer Satisfaction, Sales Process, Go-to-market Strategy
Education
University of Houston 1989 — 1992
BBA, Finance
Glenmonarch Technology 2005 - Present
eHealth Ontario June 2011 - March 2012
Cancer Care Ontario 2009 - June 2011
Thru You Social Commerce Inc 2008 - 2008
Canada Pension Plan Investment Board January 2006 - December 2007
First Canadian Title January 2004 - April 2005
AIM FUNDS January 2002 - December 2003
Computer Sciences Corporation January 2000 - December 2001
Skills
Stakeholder Engagement, Stakeholder Management, Enterprise Architecture, Thought Leadership, Organizational..., Organizational Change, Strategic Planning, IT Management, IT Strategy, Healthcare Information..., Healthcare IT, Healthcare Consulting, Healthcare Technology, Healthcare Management, Healthcare Strategy, Financial Technology, Investment Technoloy, Business Architecture, Solution Architecture, Technical Architecture, Information Architecture, Social Media, Social Media Privacy, Social Networking..., Social Media Strategy, Technology Thought..., Digital Strategy, Investments, Technology, Medical Technology, Change Management, Social Media Marketing, Healthcare, Project Delivery, Architecture, Software Development, HL7, Business Intelligence, Governance, Requirements Gathering, Integration, Online Social Networking, Program Management, SOA, Business Analysis, Management, Requirements Analysis, SDLC, Java Enterprise Edition, Leadership
Education
Pace University 2006 — 2011
Doctorate, Computing
University of Toronto 1992 — 1997
Ph.D. Studies (A.B.D.), History
University of Toronto 1990 — 1992
M.A., History
University of Toronto - University of Trinity College 1985 — 1990
Honors B.A., History and Celtic Studies
Trinity College School, Port Hope, ON 1980 — 1985
Secondary School Honours Graduation:, Predestined for the chemical wedding of liberal arts to computer science., Ontario Scholar
OpenLink Financial January 2012 - Present
The John Maxwell Team May 2012 - Present
SolArc, Inc. November 2010 - December 2011
BP October 2006 - November 2010
BP July 2000 - September 2006
AIM Funds September 1999 - July 2000
Union Carbide June 1999 - August 1999
BP Amoco June 1997 - June 1999
Baylor College of Medicine May 1995 - June 1997
Amoco Corporation May 1994 - May 1995
Skills
Business Analysis, Commodity Markets, Energy, Enterprise Software, Team Leadership, Software Development, Public Speaking, Public Relations, Motivational Speaking, Marketing Communications, Marketing, Product Marketing, Demand Generation, Product Demonstration, Presentations, Sales Presentations, Presentation Development, Presentation Coaching, Technical Presentations, Time Management, Leadership Development, Career Counseling, Life Coaching, Project Management, Training, Pre-sales, Management, Leadership, CRM, Integration, Strategy, Risk Management, Business Process
Education
University of Houston 1995 — 1995
BS, Computer Engineering - Technology
Wexford Science & Technology, LLC June 2015 - Present
One House At A Time May 2014 - Present
Ballard Spahr LLP January 2012 - June 2015
Community Law Center July 2007 - July 2012
Gallagher Evelius & Jones May 2004 - January 2012
Deutsche Asset Management January 1998 - January 2001
AIM Funds January 1995 - January 1998
Skills
Dispositions, Courts, Real Estate, Real Estate Transactions, Acquisitions, Legal Writing, Appeals, Management, Due Diligence, Real Estate Development, Leases, Corporate Law
Education
University of Maryland School of Law 2001 — 2004
Juris Doctor (J.D.), Honors; Order of the Coif
The Catholic University of America 1988 — 1993
Bachelor's Degree, English Literature, Magna Cum Laude
BlackRock 2009 - December 2013
Barclays Global Investors 2004 - 2008
Barclays Global Investors 2002 - 2004
Barclays Global Investors 1999 - 2002
Aim Funds 1996 - 1999
Skills
Alternative Investments, Bloomberg, Cash Management, ETFs, Equities, Hedge Funds, Fixed Income, Asset Management, Capital Markets, Portfolio Management, Trading, Securities Lending, Financial Modeling, Financial Risk, Mutual Funds, Derivatives
Education
Colorado State University 1989 — 2003
Bachelor of Arts (B.A.), History
San Diego State University-California State University 1988 — 1989
Los Angeles Dodgers February 2008 - February 2015
Boston Red Sox February 2004 - February 2008
Fidelity Investments April 2000 - April 2007
PFPC Global Fund Services, Inc. 1998 - 2000
AIM Funds 1997 - 1998
GT Global Mutual Funds 1995 - 1997
Nordstrom 1992 - 1995
The Adler Group 1992 - 1993
Skills
Community Outreach, Nonprofits, Project Management, Sports Marketing, Customer Service, Event Planning, Writing, Relationship Building, Team Management, Sponsorship, Event Management, Social Media, Social Media Marketing, Leadership
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Public Administration
GEM Financial Solutions March 2014 - Present
Gene Perez CFP® July 2009 - March 2014
Bright Trading August 2009 - July 2010
JPMorgan Chase July 2008 - July 2009
Gene Perez Insurance & Financial Services April 2003 - July 2008
Dayson Capital March 2007 - January 2008
VALIC 1999 - 2001
AIM Funds 1997 - 1999
RAS Securities 1997 - 1998
Skills
Retirement Planning, Fixed Annuities, Retirement, Life Insurance, IRAs, Long-term Care, Estate Planning, Insurance, 401k, Wealth Management, Strategic Financial..., Long Term Care Insurance, Financial Planners, Roth IRA, Financial Services, Securities, Investments, Portfolio Management, Equities, Financial Planning, Mutual Funds
Education
The American College 2013 — 2013
CLU® Insurance Education
Rice University 2006 — 2007
Certificate of Financial Planning, CFP® Education Program
Texas A&M University 1989 — 1994
Bachelor of Science (B.S.), Atmospheric Sciences and Meteorology
Blissful Body Yoga February 2006 - Present
Teal Designs 1994 - Present
24 Hour Fitness 1998 - May 2008
Sundance Yoga Studio 2000 - 2003
Penny-Farthing Press 1999 - 2003
Elaine Turner Designs 1998 - 2002
AIM Funds 1998 - 1998
Oshman's Sporting Goods 1995 - 1996
Skills
Yoga, Meditation, Holistic Health, Relaxation, Graphic Design, Advertising, Hatha Yoga, Public Speaking, Pain Management, Wellness, Nutrition, Lifestyle, Healing, Mindfulness, Wellness Coaching, Bodywork, Fitness, Personal Development, Stress Management, Reiki, Wellbeing, Therapeutic Massage, Personal Training
Education
Art Students League of New York 1988 — 1990
Fine Arts, Fine Arts
Ecole de Albert Defois 1988 — 1990
Summer Program, Fine Arts
The University of North Dakota 1990 — 1993
Bachelor of Science Visual Arts and Education, Fine Arts and Education
Frost Bank 2008 - Present
Atlas Securities 2005 - 2007
JP Morgan Chase 2002 - 2005
Aim Funds 1999 - 2001
Van Kampen Funds 1995 - 1999
Van Kampen 1995 - 1999
Skills
Estate Planning, Investment Management, Wealth Management..., Series 7, Investments, Wealth Management, Wealth, Asset Allocation, Asset Management, Retirement Planning, Risk Management, Series 63, Mutual Funds, Portfolio Management, Alternative Investments, Financial Planning, Retirement, Insurance
Education
University of Houston 1992 — 1996
St. Thomas High School 1987 — 1991
St. Michaels
CAS August 2011 - Present
Chemical Abstracts February 2008 - August 2011
Sollinger & Associates February 2004 - February 2008
Chemical Abstracts Service July 2001 - February 2004
AIM Funds May 2000 - May 2001
Vannevar New Media June 1999 - May 2000
IBM January 1997 - June 1999
Lockheed Martin Space Information Systems 1994 - December 1996
Loral Space Information Systems May 1992 - December 1993
Skills
Perl, Web Application..., Unix, Apache, E-commerce, DB2, Configuration Management, Organization, MySQL, Cloud Computing, Struts, Windows, Software Project..., Requirements Analysis, Java, Web Applications, Solaris, Integration, PHP, XML, ClearCase, Technical Support, Programming, Web Application Design, HTML, Project Management, Linux, Database Design, Oracle, CVS, JavaScript, Unix Shell Scripting, Technical Writing, Sybase, SQL, Testing, C++, Web Services, Web Development, Quality Assurance, Disaster Recovery, Software Development, Agile Methodologies
Education
Ohio Dominican University 2010 — 2013
Master's Degree, Theology
University of Houston-Clear Lake 1988 — 1991
Bachelor of Arts, Computer Information Systems
Baylor University 1987 — 1988
Quantum Utility Generation LLC September 2013 - Present
AEI Services LLC December 2007 - June 2011
Sweet Stop Mobile Bakeshop 2011 - 2011
Goodpasture Gray 2005 - 2007
Dress for Success Houston 2004 - 2005
Scotia Capital 2004 - 2004
AIM Funds 1999 - 2001
Columbia Energy 1997 - 1999
Skills
Natural Gas, Due Diligence, Energy, Renewable Energy, Joint Ventures, Corporate Law, Finance, Energy Markets, Valuation, Contract Management, Management, Petroleum, Mergers & Acquisitions, Contract Negotiation
Education
Rice University - Jesse H. Jones Graduate School of Business 2002 — 2004
Master of Business Administration (MBA)
Randolph-Macon College 1993 — 1997
BA
Kinkaid 1980 — 1993
NFA Wealth Management December 2011 - Present
Ascendant Advisors November 2010 - November 2011
Invesco September 2009 - November 2010
Invesco AIM March 2006 - January 2010
Invesco Aim January 2002 - January 2006
AIM Funds April 1998 - January 2002
US Army June 1987 - November 1990
Skills
401k, Retirement Planning, Wealth Management, Certified Investment..., 401k Rollovers, College Savings Plans, Life Insurance, Long-term Care, Employee Benefits, Portfolio Management, Mutual Funds, Investments, Investment Management, Equities, Asset Allocation, Series 7, Securities, Financial Services
Education
Sam Houston State University 1991 — 1996
BBA, Finance
Guggenheim Partners August 2014 - Present
Ivy McLemore & Associates, LLC November 2012 - August 2014
Invesco Ltd. 2004 - 2012
AIM Investments 1999 - 2004
AIM Funds 1993 - 1999
The Houston Post 1979 - 1993
The Associated Press 1974 - 1979
Skills
Advertising Management, Corporate Marketing, Event Management, Strategic Media..., Internal Communications, Presentation Coaching, Shareholder Relations, Hedge Funds, Equities, Speech Writing, Strategic Communications, Mutual Funds, Written Communication, Asset Allocation, Crisis Communications, Investments, Investment Strategies, Series 6, Alternative Investments, FINRA, ETFs, Investment Management, Marketing, Brand Development, Shareholder, Media Relations, Publications, Public Relations, Newsletters, Public Affairs, Communication Training, Advertising, Strategy, Investor Relations, Spokesperson, Thought Leadership, Copy Editing, Communications Planning, Editing, Publicity, Corporate Communications, Creative Direction, Press Releases, Content Development, Financial Communications, Journalism, Web Content, Message Development, Copywriting, Integrated Marketing
Education
University of Houston 1975 — 1979
Bachelor of Arts (BA), Journalism
University of Houston 1975 — 1979
Bachelor of Arts (B.A.), Journalism
Dividend Capital November 2003 - Present
Security Benefit Life Ins January 1999 - November 2003
New York Life & MainStay Investments March 1995 - January 1999
Aim Funds September 1991 - March 1995
First Gibraltar Bank/Invest August 1990 - September 1991
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Retirement Planning, Wealth Management
Education
Stephen F. Austin State University 1983 — 1989
BBA
HomeTown Bank, N.A. June 2015 - Present
HomeTown Bank NA March 2011 - Present
Regions Bank November 2004 - April 2011
Invest Quest Financial Goup January 2003 - November 2004
AIM Funds June 1999 - November 2002
Van Kampen Investments April 1983 - May 1999
Skills
Budgets, Auditing, Series 7, Mutual Funds, Financial Analysis, Team Leadership, Business Development, Investments, Accounting, Banking, Business Process..., Cash Management, Commercial Lending, Credit, Finance, Financial Services, Insurance, Loans, Retirement Planning, Risk Management, Sales, Mortgage Lending, Commercial Banking, Credit Analysis, Small Business Lending, Loan Origination, Consumer Lending, Series 63, Portfolio Management, Series 6
Education
University of Houston
BBA, Business Administration
Mt. Carmel High
BBA, Finance, General
Amegy Bank June 2003 - Present
Reliant Energy July 2001 - June 2003
AIM Funds June 1997 - June 1999
Education
The University of Texas at Austin 1992 — 1996
BA, Psychology & Spanish
Isaacson, Miller March 2012 - Present
AIM Funds September 2000 - June 2002
DeKalb Regional Healthcare System, PROMINA March 1999 - July 2000
DeKalb Regional Healthcare System, PROMINA September 1995 - February 1999
Skills
Employee Relations, Performance Management, Recruiting, Human Resources, Deferred Compensation, Training, Employee Benefits, Personnel Management, Management, Payroll, Employment Law, Hiring, Internet Recruiting, Budgets, Fundraising, Talent Management, Onboarding, Salary, Organizational..., Analysis
Education
Georgia State University 1995 — 1998
M.S., Human Resources
Penn State University 1987 — 1991
B.S., Business Management
Digisonics, Inc. February 2014 - January 2015
Invesco August 2005 - December 2013
Invesco Real Estate January 2004 - August 2005
AIM Investments January 1999 - December 2003
AIM Funds December 1997 - December 1998
MCITelecomAlumni.org = MCI Telecommunications MCI Communications MCIWorldCom MCI.com c.1963 April 1995 - December 1997
Skills
Citrix, Disaster Recovery, Citrix Metaframe, VMware ESX, Windows Server, SCCM, Servers, Server 2000-2008, AppSense, Project Management, Active Directory, VMware, Virtualization, SharePoint, SCOM, SMS, Netscaler, Wise Packaging, MS Project, SQL Server Management..., IIS, Powershell, VDI
Education
The University of New Mexico 1988 — 1994
Bachelor of Arts (B.A.), Criminology