AIM Investments
Industry: Company
DescriptionFounded: 1976 Parent organization: Invesco Subsidiary: AIM Global Advisors (UK) Limited
AIM Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AIM Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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AIM Investments Employees
Employee
Years
Job
Industry
Susan Bohanon Susan Bohanon's AIM Investments Experience March 1998 - November 2003
Job Director, Communications & Technology at The Association of Finance & Insurance Professionals
Industry Financial Services
Experience
The Association of Finance & Insurance Professionals July 2014 - Present
Saxon Mortgage October 2012 - December 2013
Homeward Residential, Inc. April 2012 - October 2012
Saxon Mortgage October 2011 - March 2012
Saxon February 2008 - October 2011
Tamara Keilberg Luxury Real Estate July 2007 - February 2008
Dell Computer February 2007 - July 2007
First Baptist Church Georgetown, Texas October 2006 - February 2007
Keller Williams Realty March 2006 - October 2006
AIM Investments March 1998 - November 2003
Skills
Litigation Support, Legal Research, Mortgage Servicing, Legal Review, Customer Relations, Team Leadership, Cross-functional Team..., Loss Mitigation, Research, Customer Service, Litigation, Foreclosures, Strategy, Management, Training, Process Improvement, Analysis, Leadership, Marketing, Time Management, Visio, Outlook, Policy, SharePoint, Finance, Public Relations
Education
University of Louisiana at Monroe 1995 — 1997
B.A, Communications
Ouachita Baptist University 1992 — 1994
Bachelor of Arts (B.A.), Communications
The Association of Finance & Insurance Professionals July 2014 - Present
Saxon Mortgage October 2012 - December 2013
Homeward Residential, Inc. April 2012 - October 2012
Saxon Mortgage October 2011 - March 2012
Saxon February 2008 - October 2011
Tamara Keilberg Luxury Real Estate July 2007 - February 2008
Dell Computer February 2007 - July 2007
First Baptist Church Georgetown, Texas October 2006 - February 2007
Keller Williams Realty March 2006 - October 2006
AIM Investments March 1998 - November 2003
Skills
Litigation Support, Legal Research, Mortgage Servicing, Legal Review, Customer Relations, Team Leadership, Cross-functional Team..., Loss Mitigation, Research, Customer Service, Litigation, Foreclosures, Strategy, Management, Training, Process Improvement, Analysis, Leadership, Marketing, Time Management, Visio, Outlook, Policy, SharePoint, Finance, Public Relations
Education
University of Louisiana at Monroe 1995 — 1997
B.A, Communications
Ouachita Baptist University 1992 — 1994
Bachelor of Arts (B.A.), Communications
Albert Smothers, MBA, Ph.D. Albert Smothers, MBA, Ph.D.'s AIM Investments Experience September 2000 - June 2006
Job Director of Academic Affairs at University of Phoenix
Industry Higher Education
Experience
University of Phoenix June 2002 - Present
University of Phoenix January 2015 - Present
University of Phoenix November 2012 - January 2015
INVESCO May 2007 - November 2012
University of Phoenix September 2010 - August 2012
Edward Jones June 2006 - March 2007
AIM Investments September 2000 - June 2006
A.G. Edwards May 1998 - August 2000
Washington University School of Medicine 1996 - 1998
Washington University School of Medicine 1989 - 1996
Skills
Certified Advanced..., MPM ® Master Project..., Staff Development, Coaching, Management, Leadership Development, Leadership, Organizational..., Training, Public Speaking, Strategic Financial..., Performance Improvement, Strategic Planning, Team Building, Executive Coaching, Management Consulting, Instructional Design, Adult Education, Program Management, Operations Management, Budgets, Project Management, Proposal Writing, Marketing, Research, Interviews, Teaching, Sales, Grant Writing, E-Learning, Conflict Resolution, Workshop Facilitation, Higher Education, Resume Writing, Employee Training, Career Counseling, Policy, Fundraising, Program Development, Nonprofits, Government, Career Development, Admissions, Enrollment Management, Recruiting, Community Outreach, Distance Learning, Analysis, Student Financial Aid, Curriculum Development
Education
Capella University 2003 — 2008
PhD
Fontbonne University 1993 — 1995
MBA
Southern Illinois University, Edwardsville 1984 — 1991
BS
University of Phoenix June 2002 - Present
University of Phoenix January 2015 - Present
University of Phoenix November 2012 - January 2015
INVESCO May 2007 - November 2012
University of Phoenix September 2010 - August 2012
Edward Jones June 2006 - March 2007
AIM Investments September 2000 - June 2006
A.G. Edwards May 1998 - August 2000
Washington University School of Medicine 1996 - 1998
Washington University School of Medicine 1989 - 1996
Skills
Certified Advanced..., MPM ® Master Project..., Staff Development, Coaching, Management, Leadership Development, Leadership, Organizational..., Training, Public Speaking, Strategic Financial..., Performance Improvement, Strategic Planning, Team Building, Executive Coaching, Management Consulting, Instructional Design, Adult Education, Program Management, Operations Management, Budgets, Project Management, Proposal Writing, Marketing, Research, Interviews, Teaching, Sales, Grant Writing, E-Learning, Conflict Resolution, Workshop Facilitation, Higher Education, Resume Writing, Employee Training, Career Counseling, Policy, Fundraising, Program Development, Nonprofits, Government, Career Development, Admissions, Enrollment Management, Recruiting, Community Outreach, Distance Learning, Analysis, Student Financial Aid, Curriculum Development
Education
Capella University 2003 — 2008
PhD
Fontbonne University 1993 — 1995
MBA
Southern Illinois University, Edwardsville 1984 — 1991
BS
Sara L. Nagel, CPA Sara L. Nagel, CPA's AIM Investments Experience September 2006 - May 2007
Job Principal Analyst, Financial Compliance at Statoil
Industry Oil & Energy
Experience
Statoil June 2015 - Present
Adams Resources & Energy March 2009 - May 2015
MD Anderson Cancer Center May 2007 - March 2009
AIM Investments September 2006 - May 2007
UTMB January 2006 - September 2006
Skills
Accounting, Financial Analysis, Auditing, Internal Controls, PeopleSoft, Financial Reporting, Finance, Process Improvement, Internal Audit, Sarbanes-Oxley Act
Education
Sam Houston State University 2008 — 2010
MBA
Sam Houston State University 2003 — 2005
BBA
Statoil June 2015 - Present
Adams Resources & Energy March 2009 - May 2015
MD Anderson Cancer Center May 2007 - March 2009
AIM Investments September 2006 - May 2007
UTMB January 2006 - September 2006
Skills
Accounting, Financial Analysis, Auditing, Internal Controls, PeopleSoft, Financial Reporting, Finance, Process Improvement, Internal Audit, Sarbanes-Oxley Act
Education
Sam Houston State University 2008 — 2010
MBA
Sam Houston State University 2003 — 2005
BBA
Jeff Aldis Jeff Aldis's AIM Investments Experience January 2001 - August 2005
Job Tax Manager at Pappas Restaurants Inc
Industry Hospitality
Experience
Pappas Restaurants Inc August 2005 - Present
AIM Investments January 2001 - August 2005
Texas Comptroller of Public Accounts September 1990 - December 2000
Skills
Tax, Mergers, Accounting, Excel, Compliance, Sales and Use Tax, Use Tax, Microsoft Excel
Education
Concordia University Texas 2001 — 2002
B.A., History and Communications
The University of Texas at Austin 1986 — 2000
Pappas Restaurants Inc August 2005 - Present
AIM Investments January 2001 - August 2005
Texas Comptroller of Public Accounts September 1990 - December 2000
Skills
Tax, Mergers, Accounting, Excel, Compliance, Sales and Use Tax, Use Tax, Microsoft Excel
Education
Concordia University Texas 2001 — 2002
B.A., History and Communications
The University of Texas at Austin 1986 — 2000
Cathi Brockman Cathi Brockman's AIM Investments Experience January 2001 - January 2005
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Content Active July 2012 - Present
Lockwood International January 2012 - May 2012
Lamar Consolidated Independent School District January 2005 - January 2011
Aim Investments January 2001 - January 2005
AIM Management Group, Inc January 1994 - January 2005
Skills
Mutual Funds, Business Analysis, Vendor Management, Process Improvement, Risk Management, SDLC, Project Management, SharePoint, Change Management, Relationship Management, Integration, Software Documentation, Microsoft Excel, Series 7, MS Project, Team Leadership, Requirements Analysis, Analysis, IT Management, Business Process..., ITIL, SQL, Disaster Recovery, IT Strategy, Project Portfolio..., Business Process, Business Intelligence, Software Project..., Requirements Gathering, Strategic Planning, Financial Analysis, Databases, Microsoft Office, Team Building, Customer Service, IT Service Management, Quality Assurance, Management, Financial Services, Database Design, Testing, Business Development, Resource Management, Securities, Software Development, Leadership, Business Strategy, RFP, Access
Education
Our Lady of the Lake University 1998 — 2001
MBA, Management
Stephen F. Austin State University 1989 — 1993
Bachelor of Science, Communications
J. Frank Dobie 1984 — 1989
Content Active July 2012 - Present
Lockwood International January 2012 - May 2012
Lamar Consolidated Independent School District January 2005 - January 2011
Aim Investments January 2001 - January 2005
AIM Management Group, Inc January 1994 - January 2005
Skills
Mutual Funds, Business Analysis, Vendor Management, Process Improvement, Risk Management, SDLC, Project Management, SharePoint, Change Management, Relationship Management, Integration, Software Documentation, Microsoft Excel, Series 7, MS Project, Team Leadership, Requirements Analysis, Analysis, IT Management, Business Process..., ITIL, SQL, Disaster Recovery, IT Strategy, Project Portfolio..., Business Process, Business Intelligence, Software Project..., Requirements Gathering, Strategic Planning, Financial Analysis, Databases, Microsoft Office, Team Building, Customer Service, IT Service Management, Quality Assurance, Management, Financial Services, Database Design, Testing, Business Development, Resource Management, Securities, Software Development, Leadership, Business Strategy, RFP, Access
Education
Our Lady of the Lake University 1998 — 2001
MBA, Management
Stephen F. Austin State University 1989 — 1993
Bachelor of Science, Communications
J. Frank Dobie 1984 — 1989
James Barry Ouellette James Barry Ouellette's AIM Investments Experience 2003 - 2004
Job Fullstack ASP.NET WEB Developer
Industry
Experience
Coder Camps December 2014 - Present
Anytime Fitness June 2010 - October 2014
Supreme Lending 2009 - 2010
Refractories Inc. 2007 - 2009
Wells Fargo 2006 - 2007
Enterprise Rent-A-Car 2004 - 2006
Aim Investments 2003 - 2004
Skills
HTML5, JavaScript, CSS, Microsoft Office, Customer Service, Management, Microsoft Excel, Project Management, Finance, Business Strategy, Analysis, Microsoft SQL Server, Sales, Training, Technical Recruiting, Leadership, SQL
Education
University of Houston-Clear Lake
Bachelor of Science (BS), Finance
San Jacinto College
Associate of Arts (AA), Business Administration
Coder Camps December 2014 - Present
Anytime Fitness June 2010 - October 2014
Supreme Lending 2009 - 2010
Refractories Inc. 2007 - 2009
Wells Fargo 2006 - 2007
Enterprise Rent-A-Car 2004 - 2006
Aim Investments 2003 - 2004
Skills
HTML5, JavaScript, CSS, Microsoft Office, Customer Service, Management, Microsoft Excel, Project Management, Finance, Business Strategy, Analysis, Microsoft SQL Server, Sales, Training, Technical Recruiting, Leadership, SQL
Education
University of Houston-Clear Lake
Bachelor of Science (BS), Finance
San Jacinto College
Associate of Arts (AA), Business Administration
Kelly Niland Kelly Niland's AIM Investments Experience June 1992 - January 2006
Job Veteran Financial Serivces Professional looking for positions in Houston, Austin, or San Antonio Areas
Industry Financial Services
Experience
U.S. Global Investors January 2006 - December 2013
AIM Investments June 1992 - January 2006
Transamerica/Criterion Funds June 1985 - June 1992
Skills
Financial Services, CFA Charterholder, CPA, Masters pole vaulter, Investments, Chartered Financial..., Alternative Investments, Fixed Income, Securities, Asset Management, Bloomberg, Mutual Funds, Portfolio Management, Fund Accounting, Equities, Hedge Funds, Management, Accounting
Education
Texas A&M University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Pearland High School 1976 — 1980
graduated, n/a
U.S. Global Investors January 2006 - December 2013
AIM Investments June 1992 - January 2006
Transamerica/Criterion Funds June 1985 - June 1992
Skills
Financial Services, CFA Charterholder, CPA, Masters pole vaulter, Investments, Chartered Financial..., Alternative Investments, Fixed Income, Securities, Asset Management, Bloomberg, Mutual Funds, Portfolio Management, Fund Accounting, Equities, Hedge Funds, Management, Accounting
Education
Texas A&M University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Pearland High School 1976 — 1980
graduated, n/a
Dan Pancamo Dan Pancamo's AIM Investments Experience April 1999 - Present
Job IT Storage and Performance at Invesco
Industry Information Technology and Services
Experience
AIM Investments April 1999 - Present
INVESCO/AIM Investments 1999 - Present
Aiminvestments 1999 - Present
Unisys NASA JSC 1990 - 1999
Infocom Networks January 1994 - March 1997
Rexcom Systems Corporation August 1989 - March 1990
Skills
Business Continuity, Unix, Disaster Recovery, Storage Area Networks, NetApp Filers, NAS, Storage Architecture, Storage Management, NetApp, VMware Infrastructure, Virtual Environment, Cloud Storage, Cloud Computing, Enterprise Storage, Virtualization, Storage, Windows Server, DNS, VMware, System Administration, Servers, Data Center, VMware ESX, Network Design, SAN
Education
Stephen F. Austin State University 1984 — 1988
Bachelor of Science (BS), Computer Science
Alvin Community College 1983 — 1984
AIM Investments April 1999 - Present
INVESCO/AIM Investments 1999 - Present
Aiminvestments 1999 - Present
Unisys NASA JSC 1990 - 1999
Infocom Networks January 1994 - March 1997
Rexcom Systems Corporation August 1989 - March 1990
Skills
Business Continuity, Unix, Disaster Recovery, Storage Area Networks, NetApp Filers, NAS, Storage Architecture, Storage Management, NetApp, VMware Infrastructure, Virtual Environment, Cloud Storage, Cloud Computing, Enterprise Storage, Virtualization, Storage, Windows Server, DNS, VMware, System Administration, Servers, Data Center, VMware ESX, Network Design, SAN
Education
Stephen F. Austin State University 1984 — 1988
Bachelor of Science (BS), Computer Science
Alvin Community College 1983 — 1984
Brooke Marrujo's AIM Investments Experience July 1997 - September 2002
Job Vice President, Head of Sales Operations at Capital Group
Industry Investment Management
Experience
Capital Group September 2014 - Present
Capital Group March 2011 - September 2014
Capital Group October 2005 - March 2011
Capital Group September 2002 - October 2005
AIM Investments July 1997 - September 2002
Skills
Asset Managment, Investment Management, Retirement, Fixed Income, Series 7, Mutual Funds, Asset Management, Investment Strategies, Asset Allocation, Investments, Portfolio Management, Alternative Investments, FINRA, 401k
Education
Texas A&M University 1992 — 1997
Bachelor of Science, Psychology
Capital Group September 2014 - Present
Capital Group March 2011 - September 2014
Capital Group October 2005 - March 2011
Capital Group September 2002 - October 2005
AIM Investments July 1997 - September 2002
Skills
Asset Managment, Investment Management, Retirement, Fixed Income, Series 7, Mutual Funds, Asset Management, Investment Strategies, Asset Allocation, Investments, Portfolio Management, Alternative Investments, FINRA, 401k
Education
Texas A&M University 1992 — 1997
Bachelor of Science, Psychology
Jason Stupak Jason Stupak's AIM Investments Experience October 1996 - December 2003
Job Senior Regional Marketing Director, Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors January 2004 - Present
AIM Investments October 1996 - December 2003
PLANCO February 1993 - October 1996
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Services, Insurance, Mutual Funds, Public Speaking, Fixed Annuities, Investments, Retirement, Wealth Management, Retirement Planning, Finance
Education
West Chester University of Pennsylvania 1991 — 1993
Master of Science (M.S.), Exercise Physiology
Penn State University 1987 — 1990
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Lincoln Financial Distributors January 2004 - Present
AIM Investments October 1996 - December 2003
PLANCO February 1993 - October 1996
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Services, Insurance, Mutual Funds, Public Speaking, Fixed Annuities, Investments, Retirement, Wealth Management, Retirement Planning, Finance
Education
West Chester University of Pennsylvania 1991 — 1993
Master of Science (M.S.), Exercise Physiology
Penn State University 1987 — 1990
Bachelor of Science (B.S.), Kinesiology and Exercise Science
David Bradley David Bradley's AIM Investments Experience October 2000 - July 2001
Job Global Liquidity
Industry Financial Services
Experience
Invesco Ltd. December 2006 - Present
Invesco Ltd. August 2001 - December 2006
AIM Investments October 2000 - July 2001
AIM Investments February 1998 - October 2000
Skills
Mutual Funds, Separately Managed..., Cash Management, Alternative Investments, Asset Management, Investments, Sales, Sales Management, Series 63, Series 7, Wealth Management, Team Leadership, Securities, Portfolio Management, Leadership Development, Leadership, Internal Audit
Education
Texas A&M University 1993 — 1997
Invesco Ltd. December 2006 - Present
Invesco Ltd. August 2001 - December 2006
AIM Investments October 2000 - July 2001
AIM Investments February 1998 - October 2000
Skills
Mutual Funds, Separately Managed..., Cash Management, Alternative Investments, Asset Management, Investments, Sales, Sales Management, Series 63, Series 7, Wealth Management, Team Leadership, Securities, Portfolio Management, Leadership Development, Leadership, Internal Audit
Education
Texas A&M University 1993 — 1997
Dawn Rorai Dawn Rorai's AIM Investments Experience May 2000 - May 2002
Job Senior Channel Marketer at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. April 2012 - Present
Invesco Ltd. May 2002 - March 2012
AIM Investments May 2000 - May 2002
Van Kampen Funds May 1998 - May 2000
Skills
Project Management, New Business Development, PowerPoint, Microsoft Excel, Relationship Management, Mutual Funds, Team Building, Negotiation, Series 7, Microsoft Office, AAMS, Investments
Education
Naropa University
Studied Creative Writing
University of Houston-Downtown
Bachelor of Science (BS), Interdisciplinary Studies
Invesco Ltd. April 2012 - Present
Invesco Ltd. May 2002 - March 2012
AIM Investments May 2000 - May 2002
Van Kampen Funds May 1998 - May 2000
Skills
Project Management, New Business Development, PowerPoint, Microsoft Excel, Relationship Management, Mutual Funds, Team Building, Negotiation, Series 7, Microsoft Office, AAMS, Investments
Education
Naropa University
Studied Creative Writing
University of Houston-Downtown
Bachelor of Science (BS), Interdisciplinary Studies
Shane Moss's AIM Investments Experience October 2006 - May 2009
Job Insurance Agent at The Insurance Firm
Industry Insurance
Experience
The Insurance Firm February 2012 - Present
rateGenius, Inc. 2011 - 2012
AAA Texas August 2009 - July 2011
Ignite Your World Marketing April 2008 - February 2010
AIM Investments October 2006 - May 2009
Invesco AIM October 2006 - May 2009
Coast2Coast Marketing January 2007 - July 2007
AIM Investments March 2005 - October 2006
AIM Investments June 2000 - March 2005
Maggi Jones Public Relations 2003 - 2003
Skills
Training, Marketing, Software Documentation, Sales, Insurance, Public Relations, Team Building, Online Advertising, Public Speaking, Customer Service, Editing, Health Insurance, Life Insurance, Small Business, Umbrella Insurance, HTML, Microsoft Excel, B2B, Program Management, Time Management, Mutual Funds
Education
University of Houston 2000 — 2003
BA, Public Relations/Communications/Advertising
San Jacinto College 1998 — 2000
Associate of Arts, Public Relations/Communications/Mass Media
The Insurance Firm February 2012 - Present
rateGenius, Inc. 2011 - 2012
AAA Texas August 2009 - July 2011
Ignite Your World Marketing April 2008 - February 2010
AIM Investments October 2006 - May 2009
Invesco AIM October 2006 - May 2009
Coast2Coast Marketing January 2007 - July 2007
AIM Investments March 2005 - October 2006
AIM Investments June 2000 - March 2005
Maggi Jones Public Relations 2003 - 2003
Skills
Training, Marketing, Software Documentation, Sales, Insurance, Public Relations, Team Building, Online Advertising, Public Speaking, Customer Service, Editing, Health Insurance, Life Insurance, Small Business, Umbrella Insurance, HTML, Microsoft Excel, B2B, Program Management, Time Management, Mutual Funds
Education
University of Houston 2000 — 2003
BA, Public Relations/Communications/Advertising
San Jacinto College 1998 — 2000
Associate of Arts, Public Relations/Communications/Mass Media
Lori Comanich Lori Comanich's AIM Investments Experience January 2000 - January 2003
Job Project Team Manager and Internal Consultant at Invesco
Industry Financial Services
Experience
Invesco May 2013 - Present
Invesco Ltd. November 2010 - May 2013
Ameriprise Financial March 2010 - October 2010
ESHBACH & COMpany December 2005 - March 2010
2003-2005 2003 - 2005
AIM Investments January 2000 - January 2003
Jackson National Life January 1999 - January 2000
AIM Investments January 1996 - January 1999
Skills
Investments, Management, Business Development, Leadership, Strategy, Training, Mutual Funds, Marketing, Financial Services, Series 7, Strategic Planning, Strategic Financial..., Program Management, Sales, Product Marketing
Education
Sam Houston State University
University of Houston-Clear Lake
BACHELOR, BUSINESS ADMINISTRATION; Business Management
Invesco May 2013 - Present
Invesco Ltd. November 2010 - May 2013
Ameriprise Financial March 2010 - October 2010
ESHBACH & COMpany December 2005 - March 2010
2003-2005 2003 - 2005
AIM Investments January 2000 - January 2003
Jackson National Life January 1999 - January 2000
AIM Investments January 1996 - January 1999
Skills
Investments, Management, Business Development, Leadership, Strategy, Training, Mutual Funds, Marketing, Financial Services, Series 7, Strategic Planning, Strategic Financial..., Program Management, Sales, Product Marketing
Education
Sam Houston State University
University of Houston-Clear Lake
BACHELOR, BUSINESS ADMINISTRATION; Business Management
Kurt Peavy, CRPS®'s AIM Investments Experience 1999 - 2005
Job Client Relationship Consultant at Arthur J. Gallagher & Co.
Industry Investment Management
Experience
Arthur J. Gallagher & Co. February 2015 - Present
Keystone Retirement Group September 2013 - January 2015
BBVA Compass June 2007 - September 2013
BBVA Compass 2007 - September 2013
AIM Investments 1999 - 2005
Invesco Ltd. 1999 - 2005
Skills
Retirement, Pensions, Series 6, Series 63, Retirement Planning, Mutual Funds, Series 7, Sales, Asset Allocation, Financial Advisory, Portfolio Management, 401k, Investments, Relationship Management, 401(k) Service, 401(k) Administration, Chartered Retirement...
Education
McNeese State University 1993 — 1999
B.S, Business Management
McNeese State University 1993 — 1998
B.S., Business Management/Marketing
Arthur J. Gallagher & Co. February 2015 - Present
Keystone Retirement Group September 2013 - January 2015
BBVA Compass June 2007 - September 2013
BBVA Compass 2007 - September 2013
AIM Investments 1999 - 2005
Invesco Ltd. 1999 - 2005
Skills
Retirement, Pensions, Series 6, Series 63, Retirement Planning, Mutual Funds, Series 7, Sales, Asset Allocation, Financial Advisory, Portfolio Management, 401k, Investments, Relationship Management, 401(k) Service, 401(k) Administration, Chartered Retirement...
Education
McNeese State University 1993 — 1999
B.S, Business Management
McNeese State University 1993 — 1998
B.S., Business Management/Marketing
Lindsay Horne Lindsay Horne's AIM Investments Experience 2003 - 2007
Job Compensation & Benefits Manager at Arthrex
Industry Medical Devices
Experience
Arthrex December 2009 - Present
INVESCO Plc 2008 - December 2009
Aim Investments 2003 - 2007
TDPRS 2002 - 2003
Investors Group Financial Services Inc. 2001 - 2002
Skills
Benefits, Compensation, Employee Benefits, Employee Relations, PeopleSoft, HRIS, Deferred Compensation, Leadership, Organizational..., Management, Recruiting, Human Resources, Strategic Planning, Employee Training, Performance Management, Onboarding, Change Management
Education
University of Manitoba 1999 — 2000
MBA
The University of Western Ontario - King's University College 1992 — 1996
Bachelor of Arts, Administrative and Commercial Studies
Arthrex December 2009 - Present
INVESCO Plc 2008 - December 2009
Aim Investments 2003 - 2007
TDPRS 2002 - 2003
Investors Group Financial Services Inc. 2001 - 2002
Skills
Benefits, Compensation, Employee Benefits, Employee Relations, PeopleSoft, HRIS, Deferred Compensation, Leadership, Organizational..., Management, Recruiting, Human Resources, Strategic Planning, Employee Training, Performance Management, Onboarding, Change Management
Education
University of Manitoba 1999 — 2000
MBA
The University of Western Ontario - King's University College 1992 — 1996
Bachelor of Arts, Administrative and Commercial Studies
Frank Serebrin Frank Serebrin's AIM Investments Experience 1990 - 2000
Job President at InCapital Marketing
Industry Financial Services
Experience
InCapital Marketing 2011 - Present
William O'Neil + Company 2010 - 2011
Serebrin Marketing Group 2003 - 2010
ING Funds 2000 - 2003
AIM Investments 1990 - 2000
Dean Witter Funds 1986 - 1990
Skills
Marketing Strategy, Marketing Communications, Product Management, Mutual Funds, Alternative Investments, Product Development, Institutional, Integrated Marketing, Brand Development, Advertising, Market Research, Competitive Analysis, Team Building, Marketing, Product Marketing, Strategic Planning, Financial Services, Digital Marketing, Email Marketing, Social Media, Copywriting, Strategic Communications, Public Relations, Management, Analytics, Leadership, ETFs, Investment Strategies, Sales, Equities, Hedge Funds, Retirement Planning, Fixed Income, Newsletters, Separately Managed..., Direct Marketing, Fixed Annuities, Strategic Partnerships, Multi-channel Marketing, Finance, Series 7, Relationship Management, Investments, Asset Management
Education
Northeastern University - Graduate School of Business Administration
MBA, Marketing
University of Minnesota-Twin Cities
BA, Journalism
InCapital Marketing 2011 - Present
William O'Neil + Company 2010 - 2011
Serebrin Marketing Group 2003 - 2010
ING Funds 2000 - 2003
AIM Investments 1990 - 2000
Dean Witter Funds 1986 - 1990
Skills
Marketing Strategy, Marketing Communications, Product Management, Mutual Funds, Alternative Investments, Product Development, Institutional, Integrated Marketing, Brand Development, Advertising, Market Research, Competitive Analysis, Team Building, Marketing, Product Marketing, Strategic Planning, Financial Services, Digital Marketing, Email Marketing, Social Media, Copywriting, Strategic Communications, Public Relations, Management, Analytics, Leadership, ETFs, Investment Strategies, Sales, Equities, Hedge Funds, Retirement Planning, Fixed Income, Newsletters, Separately Managed..., Direct Marketing, Fixed Annuities, Strategic Partnerships, Multi-channel Marketing, Finance, Series 7, Relationship Management, Investments, Asset Management
Education
Northeastern University - Graduate School of Business Administration
MBA, Marketing
University of Minnesota-Twin Cities
BA, Journalism
Matt Kobata, CFP® Matt Kobata, CFP®'s AIM Investments Experience March 2001 - June 2006
Job Financial Services
Industry Financial Services
Experience
American Century Investments July 2013 - Present
Allianz Global Investors May 2006 - June 2013
PIMCO May 2006 - June 2013
AIM Investments March 2001 - June 2006
SunAmerica 1997 - 2000
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Management, Investments, Asset Allocation, Series 63, Portfolio Management, Equities, Fixed Income, Wealth Management, Securities
Education
California State University-Northridge
Business Administration
University of California, Los Angeles
American Century Investments July 2013 - Present
Allianz Global Investors May 2006 - June 2013
PIMCO May 2006 - June 2013
AIM Investments March 2001 - June 2006
SunAmerica 1997 - 2000
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Management, Investments, Asset Allocation, Series 63, Portfolio Management, Equities, Fixed Income, Wealth Management, Securities
Education
California State University-Northridge
Business Administration
University of California, Los Angeles
Geoff Wolf, SPHR Geoff Wolf, SPHR's AIM Investments Experience June 1999 - June 2004
Job Sr HR Business Partner
Industry Human Resources
Experience
INVESCO June 2004 - Present
AIM Investments June 1999 - June 2004
Skills
Talent Acquisition, Performance Management, Human Resources, Deferred Compensation, Workforce Planning, Strategic Planning, Talent Management, Employee Relations, Succession Planning, Leadership, Personnel Management, Employee Engagement, Training, Employee Training, Management, Onboarding, Employment Law, Mergers, Organizational Design, HRIS, College Recruiting, HR Policies, Team Building
Education
Baylor University 1995 — 1999
Bachelor of Arts, Political Science
INVESCO June 2004 - Present
AIM Investments June 1999 - June 2004
Skills
Talent Acquisition, Performance Management, Human Resources, Deferred Compensation, Workforce Planning, Strategic Planning, Talent Management, Employee Relations, Succession Planning, Leadership, Personnel Management, Employee Engagement, Training, Employee Training, Management, Onboarding, Employment Law, Mergers, Organizational Design, HRIS, College Recruiting, HR Policies, Team Building
Education
Baylor University 1995 — 1999
Bachelor of Arts, Political Science
Lynette Sasso Twedt, CFP(R) Lynette Sasso Twedt, CFP(R)'s AIM Investments Experience May 1991 - June 2008
Job High Net Worth Associate Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Lockton Companies July 2010 - April 2013
LT Wealth Advisors August 2009 - July 2010
AIM Investments May 1991 - June 2008
Merrill Lynch August 1989 - December 1990
Shearson Lehman Brothers August 1984 - July 1989
Skills
Professional Services, Investment Advisory, Series 7, Series 63, Fixed Annuities, Securities, Multilingual, Business Relationship..., Investment Management, Investments, Mutual Funds, Alternative Investments, Campaigns, Series 6, Asset Allocation, Spanish, Retirement Planning, Sales, Financial Advisory, Finance, 401k, Retirement, Wealth Management
Education
College for Financial Planning 2008 — 2009
Graduate, Financial Planning
The University of Texas at Austin 1983 — 1988
BBA, Finance
Fidelity Investments August 2014 - Present
Lockton Companies July 2010 - April 2013
LT Wealth Advisors August 2009 - July 2010
AIM Investments May 1991 - June 2008
Merrill Lynch August 1989 - December 1990
Shearson Lehman Brothers August 1984 - July 1989
Skills
Professional Services, Investment Advisory, Series 7, Series 63, Fixed Annuities, Securities, Multilingual, Business Relationship..., Investment Management, Investments, Mutual Funds, Alternative Investments, Campaigns, Series 6, Asset Allocation, Spanish, Retirement Planning, Sales, Financial Advisory, Finance, 401k, Retirement, Wealth Management
Education
College for Financial Planning 2008 — 2009
Graduate, Financial Planning
The University of Texas at Austin 1983 — 1988
BBA, Finance
Olivia Carbajal de Garcia's AIM Investments Experience August 1999 - September 2002
Job Spanish Speaking Estate Planning Attorney at Schlanger, Silver, Barg & Paine, L.L.P.
Industry Law Practice
Experience
Schlanger, Silver, Barg & Paine, L.L.P. March 2013 - Present
Weycer, Kaplan, Pulaski & Zuber 2008 - March 2013
Fowler Rodriguez Valdes-Fauli August 2006 - May 2008
Texas Petroleum Investment Company May 2002 - July 2005
Elizondo & Elizondo August 2004 - May 2005
AIM Investments August 1999 - September 2002
Skills
Litigation, Estate Planning, Wills, Guardianship, Estate Administration, Trusts, Family Law, Estate Law, LLC
Education
South Texas College of Law 2004 — 2007
J.D.
University of Houston 1998 — 2003
B.B.A, Marketing
Schlanger, Silver, Barg & Paine, L.L.P. March 2013 - Present
Weycer, Kaplan, Pulaski & Zuber 2008 - March 2013
Fowler Rodriguez Valdes-Fauli August 2006 - May 2008
Texas Petroleum Investment Company May 2002 - July 2005
Elizondo & Elizondo August 2004 - May 2005
AIM Investments August 1999 - September 2002
Skills
Litigation, Estate Planning, Wills, Guardianship, Estate Administration, Trusts, Family Law, Estate Law, LLC
Education
South Texas College of Law 2004 — 2007
J.D.
University of Houston 1998 — 2003
B.B.A, Marketing
Herman Kluge Herman Kluge's AIM Investments Experience July 1991 - February 2006
Job at Amegy Bank N.A.
Industry Facilities Services
Experience
Amegy Bank N.A. July 2008 - Present
Amegy Bank of Texas 2008 - Present
Community Archaeology Research Institute, Inc 2009 - 2011
Amegy Bank / Zions Bancorporation 2008 - 2011
IFMA 1991 - 2010
HWK Consulting July 2007 - July 2008
CBRE December 2006 - June 2007
AIM Investments July 1991 - February 2006
AIM Management 1991 - 2006
AIM Investment Services 1991 - 2006
Skills
Corporate Real Estate, Strategic Planning, Contract Management, Risk Management, Facilities Management, Support Services..., Contract Negotiation, Budgets, Asset Managment, Project Management, Vendor Management, Real Estate, Negotiation, Change Management, Team Building
Education
Houston Community College 1983 — 1987
A.S., Business Management
Amegy Bank N.A. July 2008 - Present
Amegy Bank of Texas 2008 - Present
Community Archaeology Research Institute, Inc 2009 - 2011
Amegy Bank / Zions Bancorporation 2008 - 2011
IFMA 1991 - 2010
HWK Consulting July 2007 - July 2008
CBRE December 2006 - June 2007
AIM Investments July 1991 - February 2006
AIM Management 1991 - 2006
AIM Investment Services 1991 - 2006
Skills
Corporate Real Estate, Strategic Planning, Contract Management, Risk Management, Facilities Management, Support Services..., Contract Negotiation, Budgets, Asset Managment, Project Management, Vendor Management, Real Estate, Negotiation, Change Management, Team Building
Education
Houston Community College 1983 — 1987
A.S., Business Management
Patrick Hurley Patrick Hurley's AIM Investments Experience 2003 - 2006
Job Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2014 - Present
OppenheimerFunds March 2012 - August 2014
OppenheimerFunds May 2010 - March 2012
OppenheimerFunds October 2007 - May 2010
OppenheimerFunds August 2006 - October 2007
AIM Investments 2003 - 2006
Skills
Call Center, Financial Services, Mutual Funds, FINRA, Relationship Management, Series 6, 529 Plans, Retirement Planning, Series 63, 401k, Securities, Life Insurance, Customer Experience, Series 51, Aspect ACD, Salesforce.com, Employee Engagement
Education
Colorado State University-Global Campus
Bachelor's Degree, Organizational Leadership
OppenheimerFunds August 2014 - Present
OppenheimerFunds March 2012 - August 2014
OppenheimerFunds May 2010 - March 2012
OppenheimerFunds October 2007 - May 2010
OppenheimerFunds August 2006 - October 2007
AIM Investments 2003 - 2006
Skills
Call Center, Financial Services, Mutual Funds, FINRA, Relationship Management, Series 6, 529 Plans, Retirement Planning, Series 63, 401k, Securities, Life Insurance, Customer Experience, Series 51, Aspect ACD, Salesforce.com, Employee Engagement
Education
Colorado State University-Global Campus
Bachelor's Degree, Organizational Leadership
Johnny Williams Johnny Williams's AIM Investments Experience September 2003 - December 2005
Job Information Managment at Wipro Infotech
Industry Oil & Energy
Experience
Wipro Infotech August 2013 - April 2015
WorleyParsons March 2013 - August 2013
National Oilwell Varco March 2011 - February 2013
AMEC February 2008 - January 2009
Jacobs April 2006 - January 2008
AIM INVESTMENTS September 2003 - December 2005
Fluor Corporation January 1999 - August 2003
Skills
Access, Microsoft Excel, PowerPoint, Document Management, Customer Service, Troubleshooting, EDMS Systems, SharePoint, Management, Petroleum, Adobe Acrobat, Databases, Documentum, Engineering, Process Improvement, Project Management, Quality Assurance, SAP, Software Documentation, Technical Documentation
Education
Houston Community College
Information Technology
Ross Technical Institute
Certificate, Electronics
Texas Southern University
Computer Science
Wipro Infotech August 2013 - April 2015
WorleyParsons March 2013 - August 2013
National Oilwell Varco March 2011 - February 2013
AMEC February 2008 - January 2009
Jacobs April 2006 - January 2008
AIM INVESTMENTS September 2003 - December 2005
Fluor Corporation January 1999 - August 2003
Skills
Access, Microsoft Excel, PowerPoint, Document Management, Customer Service, Troubleshooting, EDMS Systems, SharePoint, Management, Petroleum, Adobe Acrobat, Databases, Documentum, Engineering, Process Improvement, Project Management, Quality Assurance, SAP, Software Documentation, Technical Documentation
Education
Houston Community College
Information Technology
Ross Technical Institute
Certificate, Electronics
Texas Southern University
Computer Science
Kip Noser Kip Noser's AIM Investments Experience February 1996 - April 1999
Job Treasury Director at BMC Software
Industry Investment Management
Experience
BMC Software July 2010 - Present
BMC Software July 2003 - July 2010
Aon Hewitt April 1999 - July 2003
AIM Investments February 1996 - April 1999
Education
Regis University 2004 — 2008
MBA
Texas A&M University 1991 — 1995
BA
Strake Jesuit 1987 — 1991
BMC Software July 2010 - Present
BMC Software July 2003 - July 2010
Aon Hewitt April 1999 - July 2003
AIM Investments February 1996 - April 1999
Education
Regis University 2004 — 2008
MBA
Texas A&M University 1991 — 1995
BA
Strake Jesuit 1987 — 1991
Brooks McClain, MBA Brooks McClain, MBA's AIM Investments Experience 1996 - 1999
Job Principal Business Intelligence (BI) Architect at M.D. Anderson Cancer Center
Industry Hospital & Health Care
Experience
M.D. Anderson Cancer Center 2013 - Present
Halliburton 2013 - 2013
M.D. Anderson Cancer Center 2012 - 2013
M.D. Anderson Cancer Center 2011 - 2012
M.D. Anderson Cancer Center 2008 - 2011
M.D. Anderson Cancer Center 2006 - 2007
M.D. Anderson Cancer Center 2001 - 2006
Optivelo 1999 - 2001
AIM Investments 1996 - 1999
Skills
Business Intelligence, Data Modeling, Data Warehousing, Data Integration, Business Objects, Enterprise Software, Oracle, Business Analysis, Data Analysis, SQL, Analytics, Management, Strategy, SharePoint, Informatica, Analysis, OBIEE, Requirements Analysis, Dashboard, Consulting, SDLC, Team Leadership, Microstrategy, Business Intelligence..., Healthcare Information..., Integration, Leadership, ETL, OLAP, Requirements Gathering, Strategic Planning, Project Planning, Data Governance, Thought Leadership, Budget Process, SAP BW, Hyperion Planning, Priority Management, Oil/Gas, Tableau
Education
University of Houston, C.T. Bauer College of Business 2002 — 2006
Masters of Business Administration, Business Administration and Management, General
Rice University 1992 — 1996
Bachelor of Arts, Business and History
M.D. Anderson Cancer Center 2013 - Present
Halliburton 2013 - 2013
M.D. Anderson Cancer Center 2012 - 2013
M.D. Anderson Cancer Center 2011 - 2012
M.D. Anderson Cancer Center 2008 - 2011
M.D. Anderson Cancer Center 2006 - 2007
M.D. Anderson Cancer Center 2001 - 2006
Optivelo 1999 - 2001
AIM Investments 1996 - 1999
Skills
Business Intelligence, Data Modeling, Data Warehousing, Data Integration, Business Objects, Enterprise Software, Oracle, Business Analysis, Data Analysis, SQL, Analytics, Management, Strategy, SharePoint, Informatica, Analysis, OBIEE, Requirements Analysis, Dashboard, Consulting, SDLC, Team Leadership, Microstrategy, Business Intelligence..., Healthcare Information..., Integration, Leadership, ETL, OLAP, Requirements Gathering, Strategic Planning, Project Planning, Data Governance, Thought Leadership, Budget Process, SAP BW, Hyperion Planning, Priority Management, Oil/Gas, Tableau
Education
University of Houston, C.T. Bauer College of Business 2002 — 2006
Masters of Business Administration, Business Administration and Management, General
Rice University 1992 — 1996
Bachelor of Arts, Business and History
Biplob Ghose Biplob Ghose's AIM Investments Experience October 1997 - February 1998
Job Technical Lead/Senior Oracle Developer
Industry Information Technology and Services
Experience
BDA March 2012 - Present
Microsoft March 2010 - February 2012
Oracle February 2000 - March 2010
Oracle February 1998 - February 2000
AIM Investments October 1997 - February 1998
Skills
ERP, PL/SQL, Java, Axapta, SLA, ADF, Oracle E-Business Suite, Software Development, Web Services, XML, SOA, SQL, Requirements Analysis, Enterprise Software, Software Project..., Scrum, Agile, Unix, SQL Server, Software Design, Data Warehousing, Windows, Program Management, Database Design, Software Engineering, Linux, SSRS, Oracle Forms, Oracle Reports, BI Publisher, Oracle Database, Oracle, Oracle Order Management, Inventory Management, Oracle Fusion Middleware, Oracle R12 Financials, Oracle Agile PLM, Oracle General Ledger, Accounts Receivable, Accounts Payable, Purchasing, iSupplier, Payments, SaaS, Microsoft SQL Server, Oracle Applications, CRM, Financials, Order Management, XML Publisher
Education
Texas A&M University-Kingsville 1995 — 1997
MSc, Chemical Engineeing
Bangladesh University of Engineering and Technology 1989 — 1994
BSc, Chemical Engineeing
BDA March 2012 - Present
Microsoft March 2010 - February 2012
Oracle February 2000 - March 2010
Oracle February 1998 - February 2000
AIM Investments October 1997 - February 1998
Skills
ERP, PL/SQL, Java, Axapta, SLA, ADF, Oracle E-Business Suite, Software Development, Web Services, XML, SOA, SQL, Requirements Analysis, Enterprise Software, Software Project..., Scrum, Agile, Unix, SQL Server, Software Design, Data Warehousing, Windows, Program Management, Database Design, Software Engineering, Linux, SSRS, Oracle Forms, Oracle Reports, BI Publisher, Oracle Database, Oracle, Oracle Order Management, Inventory Management, Oracle Fusion Middleware, Oracle R12 Financials, Oracle Agile PLM, Oracle General Ledger, Accounts Receivable, Accounts Payable, Purchasing, iSupplier, Payments, SaaS, Microsoft SQL Server, Oracle Applications, CRM, Financials, Order Management, XML Publisher
Education
Texas A&M University-Kingsville 1995 — 1997
MSc, Chemical Engineeing
Bangladesh University of Engineering and Technology 1989 — 1994
BSc, Chemical Engineeing
Jennifer Heiden's AIM Investments Experience January 1998 - January 2007
Job Experianced Financial Sales Executive
Industry Financial Services
Experience
Perry Homes December 2011 - Present
Invesco January 2007 - April 2011
AIM Investments January 1998 - January 2007
AIM Investments January 1996 - January 1998
Bank One January 1992 - January 1996
Skills
Mutual Funds, ETFs, Investments, Asset Managment, Hedge Funds, Series 7, Separately Managed..., Asset Allocation, Alternative Investments, Series 63, Fixed Income, Portfolio Management, Securities, Financial Advisory, Marketing, Relationship Management, Capital Markets, Marketing Strategy, Financial Services, Investment Strategies, Asset Management, Contract Negotiation, New Business Development, Bloomberg, Uniform Combined State..., Strategic Financial..., Equities, Competitive Analysis, Team Building, Business Development, Retirement Planning, Investment Advisory, Series 24, Investment Management, Options, Series 65, Retirement, Lead Generation, Derivatives, Wealth Management, Strategy, Trading, Sales, Series 6, Cold Calling, Customer Retention, 401k, Bonds, Sales Operations, Negotiation
Education
Syracuse University
Bachelor of Arts, Liberal Studies, Management, Political Science
Perry Homes December 2011 - Present
Invesco January 2007 - April 2011
AIM Investments January 1998 - January 2007
AIM Investments January 1996 - January 1998
Bank One January 1992 - January 1996
Skills
Mutual Funds, ETFs, Investments, Asset Managment, Hedge Funds, Series 7, Separately Managed..., Asset Allocation, Alternative Investments, Series 63, Fixed Income, Portfolio Management, Securities, Financial Advisory, Marketing, Relationship Management, Capital Markets, Marketing Strategy, Financial Services, Investment Strategies, Asset Management, Contract Negotiation, New Business Development, Bloomberg, Uniform Combined State..., Strategic Financial..., Equities, Competitive Analysis, Team Building, Business Development, Retirement Planning, Investment Advisory, Series 24, Investment Management, Options, Series 65, Retirement, Lead Generation, Derivatives, Wealth Management, Strategy, Trading, Sales, Series 6, Cold Calling, Customer Retention, 401k, Bonds, Sales Operations, Negotiation
Education
Syracuse University
Bachelor of Arts, Liberal Studies, Management, Political Science
Aaron Breeden Aaron Breeden's AIM Investments Experience June 2004 - June 2006
Job Consultant at RevGen Partners
Industry Information Technology and Services
Experience
RevGen Partners October 2010 - Present
Bridging Competencies December 2007 - December 2008
AIM Investments June 2004 - June 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA, Global Mgmt, Corporate Finance
Emory University 1999 — 2003
RevGen Partners October 2010 - Present
Bridging Competencies December 2007 - December 2008
AIM Investments June 2004 - June 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA, Global Mgmt, Corporate Finance
Emory University 1999 — 2003
Cam Ray's AIM Investments Experience 1991 - 1997
Job Volunteer Coordinator at Austin Film Festival
Industry Information Technology and Services
Experience
Emerson Process Management November 2014 - July 2015
Insight Global July 2014 - November 2014
Objectifi Inc February 2011 - July 2011
Manatron November 2008 - November 2010
Temple-Inland July 2006 - January 2008
Dell 2000 - 2006
Catapult Systems/Inquisite, Inc. October 1997 - October 2000
AIM Investments 1991 - 1997
Skills
SDLC, Project Management, MS Project, Team Leadership, SharePoint, Software Documentation, Software Project..., Program Management, Visio, PMP, Management, Business Analysis, Requirements Gathering, Project Portfolio..., Vendor Management, Integration, Analysis, PMI Trained, Schedules, Schedule Writing, Event Planning, Microsoft Office, Requirements Analysis, Process Improvement, Project Initiation, Schedule Control, Project Planning, Project Control, Project Coordination, Risk Management, Disaster Recovery, Software Installation, Microsoft Project
Education
Stephen F. Austin State University 1985 — 1989
Bachelor of Science, Major-Merchandising, Minors-General Business, Art
Emerson Process Management November 2014 - July 2015
Insight Global July 2014 - November 2014
Objectifi Inc February 2011 - July 2011
Manatron November 2008 - November 2010
Temple-Inland July 2006 - January 2008
Dell 2000 - 2006
Catapult Systems/Inquisite, Inc. October 1997 - October 2000
AIM Investments 1991 - 1997
Skills
SDLC, Project Management, MS Project, Team Leadership, SharePoint, Software Documentation, Software Project..., Program Management, Visio, PMP, Management, Business Analysis, Requirements Gathering, Project Portfolio..., Vendor Management, Integration, Analysis, PMI Trained, Schedules, Schedule Writing, Event Planning, Microsoft Office, Requirements Analysis, Process Improvement, Project Initiation, Schedule Control, Project Planning, Project Control, Project Coordination, Risk Management, Disaster Recovery, Software Installation, Microsoft Project
Education
Stephen F. Austin State University 1985 — 1989
Bachelor of Science, Major-Merchandising, Minors-General Business, Art
Lizzette Murillo Lizzette Murillo's AIM Investments Experience January 2003 - February 2007
Job Project Scheduler at OneSubsea
Industry Oil & Energy
Experience
OneSubsea - A Cameron & Schlumberger Company June 2011 - January 2015
Cameron April 2008 - June 2011
Martin Midstream Partners March 2007 - April 2008
AIM Investments January 2003 - February 2007
Skills
SAP, Primavera P6, Project Coordination, Coordinating Schedules, Scheduling Tools, Project Cost, Coordinate Meetings, Meeting Scheduling, Meeting Planning, Reservation, Education, Administrative..., Offshore Oil & Gas, Oil & Gas Industry, Master Scheduling, Progress Monitoring, Offshore Drilling, Engineering, Gas, Onshore, Subsea Engineering, Microsoft Excel, Microsoft Word, Time Management, Microsoft Project, Oil, Pipelines, Petroleum, Project Engineering, Project Planning
Education
Houston Community College 2009 — 2011
Associate of Arts (AA), Education
Bradford School of Business 2000 — 2001
Certificate, Administrative Assistant and Secretarial Science, General
OneSubsea - A Cameron & Schlumberger Company June 2011 - January 2015
Cameron April 2008 - June 2011
Martin Midstream Partners March 2007 - April 2008
AIM Investments January 2003 - February 2007
Skills
SAP, Primavera P6, Project Coordination, Coordinating Schedules, Scheduling Tools, Project Cost, Coordinate Meetings, Meeting Scheduling, Meeting Planning, Reservation, Education, Administrative..., Offshore Oil & Gas, Oil & Gas Industry, Master Scheduling, Progress Monitoring, Offshore Drilling, Engineering, Gas, Onshore, Subsea Engineering, Microsoft Excel, Microsoft Word, Time Management, Microsoft Project, Oil, Pipelines, Petroleum, Project Engineering, Project Planning
Education
Houston Community College 2009 — 2011
Associate of Arts (AA), Education
Bradford School of Business 2000 — 2001
Certificate, Administrative Assistant and Secretarial Science, General
Elisa Shaffer Elisa Shaffer's AIM Investments Experience June 2005 - June 2007
Job Program Manager NACADA, Bookkeeper & Graphic Designer GCP & VFC
Industry Higher Education
Experience
NACADA January 2012 - Present
Great Commission Plains & Vintage Faith Church January 2009 - Present
USD 383 - Manhattan/Ogden: Eisenhower Middle School August 2011 - December 2011
NACADA August 2009 - December 2011
St. George Elementary School February 2011 - May 2011
Big Poppi Bicycle Co. February 2009 - August 2010
Starbucks November 2007 - May 2009
Regency Student Housing July 2007 - October 2007
AIM Investments June 2005 - June 2007
Skills
Adobe Creative Suite, Student Development, Higher Education, Training, Teaching
Education
Kansas State 2009 — 2011
Master's, School Counseling
Colorado State University 2000 — 2004
Bachelor's, Business Administration, Organizational Management
Ponderosa High School 1996 — 2000
High School Diploma
NACADA January 2012 - Present
Great Commission Plains & Vintage Faith Church January 2009 - Present
USD 383 - Manhattan/Ogden: Eisenhower Middle School August 2011 - December 2011
NACADA August 2009 - December 2011
St. George Elementary School February 2011 - May 2011
Big Poppi Bicycle Co. February 2009 - August 2010
Starbucks November 2007 - May 2009
Regency Student Housing July 2007 - October 2007
AIM Investments June 2005 - June 2007
Skills
Adobe Creative Suite, Student Development, Higher Education, Training, Teaching
Education
Kansas State 2009 — 2011
Master's, School Counseling
Colorado State University 2000 — 2004
Bachelor's, Business Administration, Organizational Management
Ponderosa High School 1996 — 2000
High School Diploma
Cody R. Dial Cody R. Dial's AIM Investments Experience August 2004 - June 2006
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
Wells Fargo Advisors January 2009 - June 2011
Wells Fargo Bank/Investments December 2006 - January 2009
AIM Investments August 2004 - June 2006
Skills
Insurance, Leadership, Mutual Funds, Aware, Savvy, Competent
Education
Colorado State University 2001 — 2004
BS, Business Administration; Organizational Management Concentration
Arizona State University 1999 — 2001
general
Wells Fargo Advisors February 2009 - Present
Wells Fargo Advisors January 2009 - June 2011
Wells Fargo Bank/Investments December 2006 - January 2009
AIM Investments August 2004 - June 2006
Skills
Insurance, Leadership, Mutual Funds, Aware, Savvy, Competent
Education
Colorado State University 2001 — 2004
BS, Business Administration; Organizational Management Concentration
Arizona State University 1999 — 2001
general
Ross R Curtis II, CIMA's AIM Investments Experience August 2003 - January 2008
Job Senior Product Specialist at Provasi Capital Partners
Industry Financial Services
Experience
Provasi Capital Partners April 2015 - Present
Behringer Securities April 2012 - March 2015
Invesco Ltd. February 2008 - February 2012
AIM Investments August 2003 - January 2008
AIM Investments June 2000 - July 2003
AIM Family of Funds January 1998 - May 2000
AIM Family of Funds February 1995 - December 1997
FN Wolf & Co., Inc. January 1993 - November 1993
Skills
Mutual Funds, ETFs, Retirement, Series 7, Series 24, Series 53, Series 66, Morningstar, Wholesaling, Sales Management, Investments, Fixed Income Products, Series 63, Public Speaking, Salesforce.com, CLO, UIT, Coaching, Listener, Closed-end Funds, Interviews, Sales Process, Email, Asset Allocation, Investment Management, Alternative Investments, FINRA, Fixed Income, Retirement Planning, 401k, Wealth Management, Asset Management, Sales
Education
Baylor University - Hankamer School of Business 1989 — 1992
BBA
Provasi Capital Partners April 2015 - Present
Behringer Securities April 2012 - March 2015
Invesco Ltd. February 2008 - February 2012
AIM Investments August 2003 - January 2008
AIM Investments June 2000 - July 2003
AIM Family of Funds January 1998 - May 2000
AIM Family of Funds February 1995 - December 1997
FN Wolf & Co., Inc. January 1993 - November 1993
Skills
Mutual Funds, ETFs, Retirement, Series 7, Series 24, Series 53, Series 66, Morningstar, Wholesaling, Sales Management, Investments, Fixed Income Products, Series 63, Public Speaking, Salesforce.com, CLO, UIT, Coaching, Listener, Closed-end Funds, Interviews, Sales Process, Email, Asset Allocation, Investment Management, Alternative Investments, FINRA, Fixed Income, Retirement Planning, 401k, Wealth Management, Asset Management, Sales
Education
Baylor University - Hankamer School of Business 1989 — 1992
BBA
Elizabeth (Lisa) Cobb's AIM Investments Experience August 1996 - December 2004
Job Project Manager
Industry Management Consulting
Experience
Cmove Inc December 2012 - Present
Invesco Aim December 2004 - 2012
AIM Investments August 1996 - December 2004
Skills
Risk Management, Team Building, Project Management, Reuse, Securities, Strategic Planning, Furniture, Asset Managment, Customer Service, Portfolio Management, Project Planning, Business Planning, Microsoft Word, Negotiation, Sales Management, Microsoft Excel, Operations Management, Management, Microsoft Office, Leadership, Facilities Management, Move Management, Purchasing, Vendor Management, Contract Management, Process Improvement, Contract Negotiation, Time Management, Marketing, Business Analysis, MS Project, Sales, Training, Change Management, Asset Management
Education
Houston Community College 1997 — 2002
2 years of College, Associates Degree in Business Administration
Cmove Inc December 2012 - Present
Invesco Aim December 2004 - 2012
AIM Investments August 1996 - December 2004
Skills
Risk Management, Team Building, Project Management, Reuse, Securities, Strategic Planning, Furniture, Asset Managment, Customer Service, Portfolio Management, Project Planning, Business Planning, Microsoft Word, Negotiation, Sales Management, Microsoft Excel, Operations Management, Management, Microsoft Office, Leadership, Facilities Management, Move Management, Purchasing, Vendor Management, Contract Management, Process Improvement, Contract Negotiation, Time Management, Marketing, Business Analysis, MS Project, Sales, Training, Change Management, Asset Management
Education
Houston Community College 1997 — 2002
2 years of College, Associates Degree in Business Administration
Laura (Yakovsky) Swan Ramirez's AIM Investments Experience October 1997 - December 2003
Job VP, Commercial Banking Marketing Manager at BBVA Compass
Industry Marketing and Advertising
Experience
BBVA Compass July 2014 - Present
BBVA Compass August 2011 - Present
Cyberonics October 2009 - August 2011
BBVA Compass May 2008 - October 2009
Cyberonics January 2006 - September 2007
Woodland Heights Medical Center January 2004 - May 2005
AIM Investments October 1997 - December 2003
Skills
Marketing Strategy, Marketing Communications, Marketing, Marketing Management, Direct Marketing, Sales
Education
Stephen F. Austin State University 1993 — 1997
BBA
BBVA Compass July 2014 - Present
BBVA Compass August 2011 - Present
Cyberonics October 2009 - August 2011
BBVA Compass May 2008 - October 2009
Cyberonics January 2006 - September 2007
Woodland Heights Medical Center January 2004 - May 2005
AIM Investments October 1997 - December 2003
Skills
Marketing Strategy, Marketing Communications, Marketing, Marketing Management, Direct Marketing, Sales
Education
Stephen F. Austin State University 1993 — 1997
BBA
Jerald Goffney Jerald Goffney's AIM Investments Experience May 2004 - July 2004
Job Accounting Clerk
Industry Accounting
Experience
IMI Zimmermann & Jansen February 2015 - April 2015
Enventure Global Technology Inc. October 2014 - January 2015
Distribution National Oilwell Wilson May 2014 - September 2014
Pipeline Supply and Service April 2014 - May 2014
Source Net Solutions April 2013 - February 2014
KBR, Inc. July 2008 - March 2013
KBR, Inc. April 2005 - May 2008
Comanche Maverick Ranch L December 2004 - February 2005
Cardinal Health August 2004 - December 2004
AIM Investments May 2004 - July 2004
Skills
Warehousing, Materials Management, Procurement, Logistics Management, Transportation, Logistics, Operations Management, Military, Inventory Control, Warehouse Management, Supply Chain Management, Inventory Management, Military Logistics, Supervisory Skills, Maximo, Facilities Management, Distribution Center..., SAP, Software Documentation, International Logistics, Quality Assurance, Management, Transportation..., Supply, Safety Management..., Process Scheduler, Project Planning, Materials, Supply Chain, Freight, Forklift Operator, Contract Management, Purchasing, Shipping, Supply Management, Training, Government, Inspection, Leadership
Education
University of Houston-Downtown 2013 — 2019
Bachelor of Arts (B.A.), Accounting, 2.6
Houston Community College 2005 — 2010
Associate of Arts (A.A.), Accounting, 3.5
Yeoman "A" School 1991 — 1991
Learned how to do my job for the U.S. Navy, Administrative Study, 4.0 (in the top 1% of my class.)
IMI Zimmermann & Jansen February 2015 - April 2015
Enventure Global Technology Inc. October 2014 - January 2015
Distribution National Oilwell Wilson May 2014 - September 2014
Pipeline Supply and Service April 2014 - May 2014
Source Net Solutions April 2013 - February 2014
KBR, Inc. July 2008 - March 2013
KBR, Inc. April 2005 - May 2008
Comanche Maverick Ranch L December 2004 - February 2005
Cardinal Health August 2004 - December 2004
AIM Investments May 2004 - July 2004
Skills
Warehousing, Materials Management, Procurement, Logistics Management, Transportation, Logistics, Operations Management, Military, Inventory Control, Warehouse Management, Supply Chain Management, Inventory Management, Military Logistics, Supervisory Skills, Maximo, Facilities Management, Distribution Center..., SAP, Software Documentation, International Logistics, Quality Assurance, Management, Transportation..., Supply, Safety Management..., Process Scheduler, Project Planning, Materials, Supply Chain, Freight, Forklift Operator, Contract Management, Purchasing, Shipping, Supply Management, Training, Government, Inspection, Leadership
Education
University of Houston-Downtown 2013 — 2019
Bachelor of Arts (B.A.), Accounting, 2.6
Houston Community College 2005 — 2010
Associate of Arts (A.A.), Accounting, 3.5
Yeoman "A" School 1991 — 1991
Learned how to do my job for the U.S. Navy, Administrative Study, 4.0 (in the top 1% of my class.)
Jerry Gavaldon Jerry Gavaldon's AIM Investments Experience October 2005 - September 2006
Job Financial Consultant/Project Manager/Testing for a Call Center. Owner/Broker Real Estate Services.
Industry Financial Services
Experience
Gavaldon Real Estate July 2003 - Present
Gavaldon Real Estate 2014 - 2014
TIAA-CREF September 2006 - March 2012
AIM Investments October 2005 - September 2006
Hewlett Packard Company December 1978 - April 2003
Colorado State University December 1979 - June 1990
Skills
Project Management, Concessions Management, Real Estate, Custom Model Ship..., HP QC proficient user., Licensed, 63, 6,..., Testing for UAT, Defect..., Management, Program Management, Strategy, Real Estate Transactions, Real Estate Development, Concessions Consulting, User Acceptance Testing, Manual Testing, Manual Test Execution, Defect Logging, Defect Tracking, Call Center..., Process Improvement, Testing, Vendor Management, Integration, Manufacturing, Investments, Business Process, Visio, Software Documentation, Team Building, Public Speaking, Strategic Planning, Customer Service, Brokerage, Leadership, Sales
Education
Colorado State University 1993 — 1995
MBA, Operations/Finance
Colorado State University 1973 — 1978
BA, Political Science/Education
Poudre High School 1970 — 1973
Gavaldon Real Estate July 2003 - Present
Gavaldon Real Estate 2014 - 2014
TIAA-CREF September 2006 - March 2012
AIM Investments October 2005 - September 2006
Hewlett Packard Company December 1978 - April 2003
Colorado State University December 1979 - June 1990
Skills
Project Management, Concessions Management, Real Estate, Custom Model Ship..., HP QC proficient user., Licensed, 63, 6,..., Testing for UAT, Defect..., Management, Program Management, Strategy, Real Estate Transactions, Real Estate Development, Concessions Consulting, User Acceptance Testing, Manual Testing, Manual Test Execution, Defect Logging, Defect Tracking, Call Center..., Process Improvement, Testing, Vendor Management, Integration, Manufacturing, Investments, Business Process, Visio, Software Documentation, Team Building, Public Speaking, Strategic Planning, Customer Service, Brokerage, Leadership, Sales
Education
Colorado State University 1993 — 1995
MBA, Operations/Finance
Colorado State University 1973 — 1978
BA, Political Science/Education
Poudre High School 1970 — 1973
Steve Forcash Steve Forcash's AIM Investments Experience 1996 - 2003
Job Senior Director, Payment Integrity Operations at Emdeon
Industry Hospital & Health Care
Experience
Emdeon July 2015 - Present
Emdeon December 2014 - July 2015
Emdeon July 2012 - December 2014
MultiPlan March 2010 - June 2012
Viant October 2008 - March 2010
Viant April 2007 - October 2008
Viant January 2006 - April 2007
Viant April 2004 - January 2006
AIM Investments 1996 - 2003
Skills
Business Intelligence, Data Warehousing, Health Insurance, Mutual Funds, Healthcare, Sales, SharePoint, Integration, SDLC, Project Portfolio..., Vendor Management, Requirements Analysis, Process Improvement, Analytics, Team Leadership, Leadership, Analysis, Mergers & Acquisitions, Business Analysis, Visio, Business Process..., Healthcare Industry, SQL, Business Process..., Management, Strategic Planning
Education
Augustana College 1992 — 1996
BA, Mathematics, Spanish
Emdeon July 2015 - Present
Emdeon December 2014 - July 2015
Emdeon July 2012 - December 2014
MultiPlan March 2010 - June 2012
Viant October 2008 - March 2010
Viant April 2007 - October 2008
Viant January 2006 - April 2007
Viant April 2004 - January 2006
AIM Investments 1996 - 2003
Skills
Business Intelligence, Data Warehousing, Health Insurance, Mutual Funds, Healthcare, Sales, SharePoint, Integration, SDLC, Project Portfolio..., Vendor Management, Requirements Analysis, Process Improvement, Analytics, Team Leadership, Leadership, Analysis, Mergers & Acquisitions, Business Analysis, Visio, Business Process..., Healthcare Industry, SQL, Business Process..., Management, Strategic Planning
Education
Augustana College 1992 — 1996
BA, Mathematics, Spanish
Holly Pessoa's AIM Investments Experience December 1998 - June 2001
Job Technology Professional
Industry Computer Software
Experience
Citrix September 2013 - February 2015
Citrix January 2013 - September 2013
App-DNA, acquired by Citrix Systems August 2011 - January 2013
App-DNA (formally a software subsidiary of Camwood) August 2008 - August 2011
Camwood February 2003 - August 2008
ChevronTexaco September 2001 - January 2003
AIM Investments December 1998 - June 2001
Skills
Virtualization, VMware, Windows 7, Enterprise Software, SCCM, Cloud Computing, System Deployment, Citrix, Microsoft Technologies, Disaster Recovery, Windows Server, Hyper-V, Integration, Data Center, Management, Product Management
Education
Texas A&M University 1993 — 1997
Bachelor of Business Administration (BBA), Management Information Systems
Citrix September 2013 - February 2015
Citrix January 2013 - September 2013
App-DNA, acquired by Citrix Systems August 2011 - January 2013
App-DNA (formally a software subsidiary of Camwood) August 2008 - August 2011
Camwood February 2003 - August 2008
ChevronTexaco September 2001 - January 2003
AIM Investments December 1998 - June 2001
Skills
Virtualization, VMware, Windows 7, Enterprise Software, SCCM, Cloud Computing, System Deployment, Citrix, Microsoft Technologies, Disaster Recovery, Windows Server, Hyper-V, Integration, Data Center, Management, Product Management
Education
Texas A&M University 1993 — 1997
Bachelor of Business Administration (BBA), Management Information Systems
Toby Reagan Toby Reagan's AIM Investments Experience 1998 - 2000
Job Segment Security Officer CISSP at SunGard
Industry Computer & Network Security
Experience
SunGard May 2011 - Present
SunGard January 2006 - May 2011
SunGard February 2000 - December 2006
AIM Investments 1998 - 2000
Skills
Disaster Recovery, Information Technology, Security, IT Strategy, CISSP, Information Security, IT Operations, Business Continuity, IT Service Management, IT Management, Information Security..., Integration, Enterprise Architecture, ITIL, Network Security, Cisco Technologies, Infrastructure, Data Center, ITIL Certified, VMware, Cisco, Compliance
Education
Texas A&M University
SunGard May 2011 - Present
SunGard January 2006 - May 2011
SunGard February 2000 - December 2006
AIM Investments 1998 - 2000
Skills
Disaster Recovery, Information Technology, Security, IT Strategy, CISSP, Information Security, IT Operations, Business Continuity, IT Service Management, IT Management, Information Security..., Integration, Enterprise Architecture, ITIL, Network Security, Cisco Technologies, Infrastructure, Data Center, ITIL Certified, VMware, Cisco, Compliance
Education
Texas A&M University
Rick Anthony Rick Anthony's AIM Investments Experience January 2000 - October 2007
Job President at Professional Planning Group
Industry Financial Services
Experience
Professional Planning Group August 2012 - Present
Invesco Ltd. June 2010 - September 2011
INVESCO/INVESCO AIM 2009 - March 2011
Invesco Aim 2007 - 2009
AIM Investments January 2000 - October 2007
AIM Investments January 2007 - 2007
Glenbrook Life 1998 - 1999
Education
State University of New York College at Geneseo 1985 — 1989
B.A., History
Oneonta High School 1985 — 1985
Mount Assumption Institute 1981 — 1985
Professional Planning Group August 2012 - Present
Invesco Ltd. June 2010 - September 2011
INVESCO/INVESCO AIM 2009 - March 2011
Invesco Aim 2007 - 2009
AIM Investments January 2000 - October 2007
AIM Investments January 2007 - 2007
Glenbrook Life 1998 - 1999
Education
State University of New York College at Geneseo 1985 — 1989
B.A., History
Oneonta High School 1985 — 1985
Mount Assumption Institute 1981 — 1985
Bill Upton Bill Upton's AIM Investments Experience 2004 - 2007
Job Senior Web Architect at The Manhattan Insurance Group
Industry Computer Software
Experience
The Manhattan Insurance Group October 2014 - Present
Catapult Systems July 2011 - October 2014
Insource Technology July 2006 - July 2011
AIM Investments 2004 - 2007
Syntex 2001 - 2004
Stratasoft January 1997 - January 1998
Skills
.NET, TFS, T-SQL, C#, Microsoft SQL Server, ASP.NET, SSRS, High Performance Teams, Enterprise Architecture, Web Services, SSIS, WCF, Visual Studio, jQuery, Silverlight, Visual Basic, ASP.NET MVC, AngularJS, Windows Azure, LINQ, Integration
Education
Stephen F. Austin State University
The Manhattan Insurance Group October 2014 - Present
Catapult Systems July 2011 - October 2014
Insource Technology July 2006 - July 2011
AIM Investments 2004 - 2007
Syntex 2001 - 2004
Stratasoft January 1997 - January 1998
Skills
.NET, TFS, T-SQL, C#, Microsoft SQL Server, ASP.NET, SSRS, High Performance Teams, Enterprise Architecture, Web Services, SSIS, WCF, Visual Studio, jQuery, Silverlight, Visual Basic, ASP.NET MVC, AngularJS, Windows Azure, LINQ, Integration
Education
Stephen F. Austin State University
Tony Green Tony Green's AIM Investments Experience 1997 - 2003
Job Identifying, Developing Process Improvement, Customer Excellence, Strategic Development, Communication and Execution
Industry Financial Services
Experience
Operational and Customer Value Centers of Excellence April 2014 - Present
Brown Financial Group January 2013 - March 2014
American Circulation Innovation November 2010 - June 2013
Eagle Business Strategies September 2006 - October 2009
Kiwanis Club of Johns Creek October 2006 - September 2009
INVESCO July 1993 - June 2005
Invesco Ltd. 2003 - 2005
AIM Investments 1997 - 2003
Invesco US July 1993 - February 1997
Edward Jones & Co. 1978 - 1993
Skills
Strategic Planning, Process Improvement, Team Building, Change Management, Risk Management, Operations Management, Vendor Management, Due Diligence, Business Strategy, Coaching, Leadership Development, New Business Development, Customer Service, Performance Management, Compliance, Client Issue Resolution, Maintaining Strong..., Customer Relations, Management Consulting, Problem Solving, Budgeting, Organizational..., Sales Management, Contract Negotiation, Negotiation, Product Development, Mentoring, Employee Relations, Team Leadership, Planning, Executive Management, Business Planning, Management, Investments, CRM, Project Management, Business Process..., Business Development, Customer Satisfaction, Project Planning, Business Analysis, Analysis, Marketing, Finance, Entrepreneurship, Talent Management, Sales, Financial Services, Mutual Funds, Consulting
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters Certifictes of Business Management, Business Marketing and Business Finance
Georgia State University
Operational and Customer Value Centers of Excellence April 2014 - Present
Brown Financial Group January 2013 - March 2014
American Circulation Innovation November 2010 - June 2013
Eagle Business Strategies September 2006 - October 2009
Kiwanis Club of Johns Creek October 2006 - September 2009
INVESCO July 1993 - June 2005
Invesco Ltd. 2003 - 2005
AIM Investments 1997 - 2003
Invesco US July 1993 - February 1997
Edward Jones & Co. 1978 - 1993
Skills
Strategic Planning, Process Improvement, Team Building, Change Management, Risk Management, Operations Management, Vendor Management, Due Diligence, Business Strategy, Coaching, Leadership Development, New Business Development, Customer Service, Performance Management, Compliance, Client Issue Resolution, Maintaining Strong..., Customer Relations, Management Consulting, Problem Solving, Budgeting, Organizational..., Sales Management, Contract Negotiation, Negotiation, Product Development, Mentoring, Employee Relations, Team Leadership, Planning, Executive Management, Business Planning, Management, Investments, CRM, Project Management, Business Process..., Business Development, Customer Satisfaction, Project Planning, Business Analysis, Analysis, Marketing, Finance, Entrepreneurship, Talent Management, Sales, Financial Services, Mutual Funds, Consulting
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters Certifictes of Business Management, Business Marketing and Business Finance
Georgia State University
Kelly Rucker Kelly Rucker's AIM Investments Experience 2001 - 2008
Job Oil & Energy Professional
Industry Oil & Energy
Experience
AIM Investments 2001 - 2008
AIM Investments 1998 - 2001
Fulbright & Jaworski 1997 - 1998
Education
Stephen F. Austin State University 1994 — 1997
BA, Criminal Justice Minor: Business
AIM Investments 2001 - 2008
AIM Investments 1998 - 2001
Fulbright & Jaworski 1997 - 1998
Education
Stephen F. Austin State University 1994 — 1997
BA, Criminal Justice Minor: Business
Denise Hensley's AIM Investments Experience 2000 - 2004
Job Senior Director, Constituent Strategies at Baylor College of Medicine
Industry Writing and Editing
Experience
Baylor College of Medicine March 2004 - Present
Houston Chronicle 1985 - 2005
AIM Investments 2000 - 2004
Corporate journalism 1992 - 2000
University of Houston 1985 - 2000
Dallas Times Herald 1989 - 1990
Fort Worth Star-Telegram 1979 - 1984
Beaumont Enterprise 1973 - 1979
Skills
Web Content, Newsletters, Press Releases, Editing, Marketing, Writing, Crisis Communications, University Teaching, Science Journalism, Project Management, Media Relations, Strategic Communications, Publications, Storytelling, Research, Nonprofits, Public Relations, Public Speaking, Event Planning
Education
Lamar University 1972 — 1976
Bachelor of Science (BS), Mass Communications, journalism, speech, radio and television
Baylor College of Medicine March 2004 - Present
Houston Chronicle 1985 - 2005
AIM Investments 2000 - 2004
Corporate journalism 1992 - 2000
University of Houston 1985 - 2000
Dallas Times Herald 1989 - 1990
Fort Worth Star-Telegram 1979 - 1984
Beaumont Enterprise 1973 - 1979
Skills
Web Content, Newsletters, Press Releases, Editing, Marketing, Writing, Crisis Communications, University Teaching, Science Journalism, Project Management, Media Relations, Strategic Communications, Publications, Storytelling, Research, Nonprofits, Public Relations, Public Speaking, Event Planning
Education
Lamar University 1972 — 1976
Bachelor of Science (BS), Mass Communications, journalism, speech, radio and television
Lisa Box Lisa Box's AIM Investments Experience November 1987 - October 2001
Job Fashion Consultant, Entrepreneur, Patent Owner
Industry Apparel & Fashion
Experience
Ralph Lauren July 2011 - Present
Ann Taylor Stores, Inc November 2010 - June 2011
Gulf Coast Space Savers, Inc October 2006 - January 2011
Harold's (Harold Powell's) December 2002 - March 2005
AIM Investments November 1987 - October 2001
Skills
Advertising, Social Media Marketing, Public Relations, Retail, Marketing, Marketing Strategy, Customer Service, Public Speaking, Marketing Communications, Online Advertising, Fashion
Education
St. Edward's University 1971 — 1975
Ralph Lauren July 2011 - Present
Ann Taylor Stores, Inc November 2010 - June 2011
Gulf Coast Space Savers, Inc October 2006 - January 2011
Harold's (Harold Powell's) December 2002 - March 2005
AIM Investments November 1987 - October 2001
Skills
Advertising, Social Media Marketing, Public Relations, Retail, Marketing, Marketing Strategy, Customer Service, Public Speaking, Marketing Communications, Online Advertising, Fashion
Education
St. Edward's University 1971 — 1975
Jim Hull's AIM Investments Experience 1998 - 2003
Job CoOwner of Ozone Pest Blaster Pest Control Company
Industry Consumer Services
Experience
Linebacker Residential Management 2007 - January 2012
Harris County Hospital District January 2005 - May 2007
IMG Global ==>> Mosaic Co September 2003 - November 2004
AIM Investments 1998 - 2003
Cardinal Health 1995 - 1998
CHC 1990 - 1995
United Airlines 1978 - 1983
US Navy June 1967 - July 1973
Skills
Coaching, Small Business, New Business Development, Strategic Planning, Business Planning, Entrepreneurship, Management, Process Improvement, Contract Negotiation, Budgets, Team Building, Disaster Recovery, Team Leadership, Negotiation, IT Management, Sales, Networking, Real Estate, Marketing, Security, Public Speaking, Training, Business Coaching, Start-ups, Business Development, Analysis, Integration, Business Process, Enterprise Software, Business Strategy, Customer Service, Management Consulting, Property Management, Problem Solving, Change Management, Operations Management, Project Planning, Strategy, Vendor Relations, Business Analysis, Accounting, Executive Coaching, Budgeting, Mentoring, Customer Relations, Mergers, Contract Management, Life Coaching, Wellness Coaching
Education
Arizona State University - W. P. Carey School of Business 1975 — 1984
B.S., Accounting
Alhambra High School 1962 — 1966
High School Diploma, pre-college
Christian Michelsen's IMM
Christian Michelsen's IMM
Christian Michelsen's IMM
Guerrilla Business School
How to effectively run a business to make money
Linebacker Residential Management 2007 - January 2012
Harris County Hospital District January 2005 - May 2007
IMG Global ==>> Mosaic Co September 2003 - November 2004
AIM Investments 1998 - 2003
Cardinal Health 1995 - 1998
CHC 1990 - 1995
United Airlines 1978 - 1983
US Navy June 1967 - July 1973
Skills
Coaching, Small Business, New Business Development, Strategic Planning, Business Planning, Entrepreneurship, Management, Process Improvement, Contract Negotiation, Budgets, Team Building, Disaster Recovery, Team Leadership, Negotiation, IT Management, Sales, Networking, Real Estate, Marketing, Security, Public Speaking, Training, Business Coaching, Start-ups, Business Development, Analysis, Integration, Business Process, Enterprise Software, Business Strategy, Customer Service, Management Consulting, Property Management, Problem Solving, Change Management, Operations Management, Project Planning, Strategy, Vendor Relations, Business Analysis, Accounting, Executive Coaching, Budgeting, Mentoring, Customer Relations, Mergers, Contract Management, Life Coaching, Wellness Coaching
Education
Arizona State University - W. P. Carey School of Business 1975 — 1984
B.S., Accounting
Alhambra High School 1962 — 1966
High School Diploma, pre-college
Christian Michelsen's IMM
Christian Michelsen's IMM
Christian Michelsen's IMM
Guerrilla Business School
How to effectively run a business to make money
Tim Stapleton's AIM Investments Experience March 2002 - November 2003
Job Senior Analyst/Project Manager
Industry Management Consulting
Experience
Towers Watson May 2012 - Present
Towers Watson 2011 - 2012
Towers Watson 2010 - 2011
Towers Watson 2008 - 2010
Dataguide August 2006 - October 2007
Sprint May 2004 - August 2006
AIM Investments March 2002 - November 2003
Dell June 2000 - March 2002
Skills
Project Management, CRM, Management, Business Development, Sales, Customer Service, Sales Management, Data Analysis, Management Consulting, Employee Engagement, Business Analysis, Marketing, Strategy, Market Research, Program Management, Training
Education
Southwestern University 1996 — 2000
BA, Business, Communications
Towers Watson May 2012 - Present
Towers Watson 2011 - 2012
Towers Watson 2010 - 2011
Towers Watson 2008 - 2010
Dataguide August 2006 - October 2007
Sprint May 2004 - August 2006
AIM Investments March 2002 - November 2003
Dell June 2000 - March 2002
Skills
Project Management, CRM, Management, Business Development, Sales, Customer Service, Sales Management, Data Analysis, Management Consulting, Employee Engagement, Business Analysis, Marketing, Strategy, Market Research, Program Management, Training
Education
Southwestern University 1996 — 2000
BA, Business, Communications
Sergio Lara's AIM Investments Experience October 2004 - September 2009
Job
Industry Information Technology and Services
Experience
JPMorgan Chase February 2014 - Present
TEKsystems/Baker Hughes March 2012 - February 2014
JP Morgan Chase September 2009 - February 2012
AIM Investments October 2004 - September 2009
Duke Energy Corporation April 2002 - October 2004
Barrios Technology, Inc./NASA Johnson Space Ctr June 2000 - April 2002
Barrios Technology, Inc./NASA Johnson Space Ctr July 1998 - June 2000
Lockheed Martin Space Mission Systems June 1997 - July 1998
Skills
Management, Disaster Recovery, Data Center, Operating Systems, Troubleshooting, Unix, NetApp Filers, EMC Storage, IBM XIV, Cisco UCS, HP-UX, Solaris 8/9/10, Red Hat Linux, VMware, Solaris, Virtualization, Security, Servers, ITIL, SAN, Databases
Education
LeTourneau University 2009 — 2013
Master of Business Administration (MBA) - 2013, Business Administration and Management, General
The University of Texas at Austin 1993 — 1997
B. S., Aerospace Engineering
JPMorgan Chase February 2014 - Present
TEKsystems/Baker Hughes March 2012 - February 2014
JP Morgan Chase September 2009 - February 2012
AIM Investments October 2004 - September 2009
Duke Energy Corporation April 2002 - October 2004
Barrios Technology, Inc./NASA Johnson Space Ctr June 2000 - April 2002
Barrios Technology, Inc./NASA Johnson Space Ctr July 1998 - June 2000
Lockheed Martin Space Mission Systems June 1997 - July 1998
Skills
Management, Disaster Recovery, Data Center, Operating Systems, Troubleshooting, Unix, NetApp Filers, EMC Storage, IBM XIV, Cisco UCS, HP-UX, Solaris 8/9/10, Red Hat Linux, VMware, Solaris, Virtualization, Security, Servers, ITIL, SAN, Databases
Education
LeTourneau University 2009 — 2013
Master of Business Administration (MBA) - 2013, Business Administration and Management, General
The University of Texas at Austin 1993 — 1997
B. S., Aerospace Engineering
Jennifer Eley's AIM Investments Experience June 1996 - February 1999
Job Continuing Medical Education Coordinator at Texas Children's Hospital
Industry Marketing and Advertising
Experience
Texas Children's Hospital February 2010 - Present
Texas Children's Hospital July 2008 - February 2010
The Methodist Hospital System May 2007 - July 2008
Shell Lubricants January 2007 - May 2007
Mortgageworks USA, H and L Mortgage inc, Global Funding Services July 2003 - April 2007
Chase Source July 2005 - March 2007
Reliant Energy Channel Marketing December 2006 - January 2007
Shell Oil U.S. September 2006 - December 2006
AIM Investments June 1996 - February 1999
INVESCO/INVESCO AIM 1987 - 1999
Skills
Strategic Planning, Leadership, Marketing Strategy, Team Building, Management, Customer Service, Healthcare, Marketing, Recruiting, Project Management
Education
Stephen F. Austin State University 1983 — 1987
BBA, Marketing
Stephen F. Austin State University 1983 — 1987
BBA, Marketing
Texas Children's Hospital February 2010 - Present
Texas Children's Hospital July 2008 - February 2010
The Methodist Hospital System May 2007 - July 2008
Shell Lubricants January 2007 - May 2007
Mortgageworks USA, H and L Mortgage inc, Global Funding Services July 2003 - April 2007
Chase Source July 2005 - March 2007
Reliant Energy Channel Marketing December 2006 - January 2007
Shell Oil U.S. September 2006 - December 2006
AIM Investments June 1996 - February 1999
INVESCO/INVESCO AIM 1987 - 1999
Skills
Strategic Planning, Leadership, Marketing Strategy, Team Building, Management, Customer Service, Healthcare, Marketing, Recruiting, Project Management
Education
Stephen F. Austin State University 1983 — 1987
BBA, Marketing
Stephen F. Austin State University 1983 — 1987
BBA, Marketing
Ken Goins's AIM Investments Experience April 2000 - October 2006
Job SQL Server DBA at LyondellBasell
Industry Information Technology and Services
Experience
LyondellBasell December 2008 - Present
CSoft Technologies 2006 - Present
Lyondell October 2006 - December 2008
AIM Investments April 2000 - October 2006
Invesco Ltd. 2000 - 2006
SAIC / JSC - NASA February 1997 - April 2000
IMCAL (Imperial Calcasieu Regional Planning and Development Commission) August 1995 - February 1997
W.O. Moss Regional Medical Center October 1994 - July 1995
VISTA Chemical Company June 1993 - August 1993
Louisiana Tech Electrical Energy Research Team March 1992 - May 1993
Skills
DBA for SQL Server 2012, DBA for SQL Server..., Database Clusters, Database Disaster..., Database and database..., Troubleshooting..., Migration of database..., Analyzing and..., Lead various..., Databases, Troubleshooting, Testing, Disaster Recovery, Windows Server, Servers, SharePoint, Integration, VMware, Microsoft SQL Server, Project Management, SQL, Database Design, Management, T-SQL, Desktop Environment, Business Intelligence, Data Migration, Oracle
Education
McNeese State University 1994 — 1996
BS, Electrical Engineering
Additional Training Courses Taken:
Conferences Attended:
LyondellBasell December 2008 - Present
CSoft Technologies 2006 - Present
Lyondell October 2006 - December 2008
AIM Investments April 2000 - October 2006
Invesco Ltd. 2000 - 2006
SAIC / JSC - NASA February 1997 - April 2000
IMCAL (Imperial Calcasieu Regional Planning and Development Commission) August 1995 - February 1997
W.O. Moss Regional Medical Center October 1994 - July 1995
VISTA Chemical Company June 1993 - August 1993
Louisiana Tech Electrical Energy Research Team March 1992 - May 1993
Skills
DBA for SQL Server 2012, DBA for SQL Server..., Database Clusters, Database Disaster..., Database and database..., Troubleshooting..., Migration of database..., Analyzing and..., Lead various..., Databases, Troubleshooting, Testing, Disaster Recovery, Windows Server, Servers, SharePoint, Integration, VMware, Microsoft SQL Server, Project Management, SQL, Database Design, Management, T-SQL, Desktop Environment, Business Intelligence, Data Migration, Oracle
Education
McNeese State University 1994 — 1996
BS, Electrical Engineering
Additional Training Courses Taken:
Conferences Attended:
Janice Hyman's AIM Investments Experience January 2000 - February 2001
Job Testing Manager at eHealth Ontario
Industry Computer Software
Experience
eHealth Ontario February 2013 - Present
eHealth Ontario July 2011 - January 2013
e-Health Ontario May 2011 - August 2012
eHealth Ontario June 2009 - June 2011
Smart Systems for Health September 2004 - May 2009
Davis & Henderson May 2001 - September 2004
AIM Investments January 2000 - February 2001
Enbridge Gas Distribution May 1995 - January 2000
Grosfillex 1981 - 1995
Skills
ITIL, Business Analysis, IT Strategy, Vendor Management, Business Requirements, Requirements Analysis, Software Project..., Integration, Project Delivery, Service Delivery, Project Management, MS Project, Business Process
Education
York University - Schulich School of Business 2007 — 2007
MCPM, Project Management
University of Waterloo 2006 — 2006
Applied Health Informatics Bootcamp
Centennial College 1995 — 1998
Computer Studies
Midland
eHealth Ontario February 2013 - Present
eHealth Ontario July 2011 - January 2013
e-Health Ontario May 2011 - August 2012
eHealth Ontario June 2009 - June 2011
Smart Systems for Health September 2004 - May 2009
Davis & Henderson May 2001 - September 2004
AIM Investments January 2000 - February 2001
Enbridge Gas Distribution May 1995 - January 2000
Grosfillex 1981 - 1995
Skills
ITIL, Business Analysis, IT Strategy, Vendor Management, Business Requirements, Requirements Analysis, Software Project..., Integration, Project Delivery, Service Delivery, Project Management, MS Project, Business Process
Education
York University - Schulich School of Business 2007 — 2007
MCPM, Project Management
University of Waterloo 2006 — 2006
Applied Health Informatics Bootcamp
Centennial College 1995 — 1998
Computer Studies
Midland
Jeff Hebert's AIM Investments Experience November 2001 - October 2007
Job Corporate Controller at Sun Coast Resources, Inc.
Industry Oil & Energy
Experience
Sun Coast Resources, Inc. August 2014 - Present
J.B. Poindexter & Co., Inc. November 2012 - August 2014
The Grocers Supply Co., Inc. April 2011 - September 2012
The Grocers Supply Co., Inc. December 2007 - April 2011
AIM Investments November 2001 - October 2007
Arthur Andersen LLP September 1995 - September 2001
Skills
CPA, Accounting, Financial Reporting, Financial Reporting..., Consolidation, General Ledger, Auditing, US GAAP, GAAP, 10Q, 10K, Shareholder..., SEC filings, Budgets, Forecasting, Financial Analysis, Restructuring, Revenue Recognition, Audit Liaison, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Corporate Finance, Finance, Debt Covenant Compliance, Capital Equipment..., SAP, Essbase
Education
Stephen F. Austin State University 1993 — 1995
BBA, Accounting
Sun Coast Resources, Inc. August 2014 - Present
J.B. Poindexter & Co., Inc. November 2012 - August 2014
The Grocers Supply Co., Inc. April 2011 - September 2012
The Grocers Supply Co., Inc. December 2007 - April 2011
AIM Investments November 2001 - October 2007
Arthur Andersen LLP September 1995 - September 2001
Skills
CPA, Accounting, Financial Reporting, Financial Reporting..., Consolidation, General Ledger, Auditing, US GAAP, GAAP, 10Q, 10K, Shareholder..., SEC filings, Budgets, Forecasting, Financial Analysis, Restructuring, Revenue Recognition, Audit Liaison, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Corporate Finance, Finance, Debt Covenant Compliance, Capital Equipment..., SAP, Essbase
Education
Stephen F. Austin State University 1993 — 1995
BBA, Accounting
Traci Ritter - Brown's AIM Investments Experience 1994 - 2006
Job Corporate Paralegal at McDermott International Inc
Industry Oil & Energy
Experience
McDermott International Inc July 2006 - Present
AIM Management Group Inc. - now INVESCO January 1994 - February 2006
AIM Investments 1994 - 2006
Skills
Compliance, Securities, Excel, Microsoft Office, Due Diligence, Corporate Law, Microsoft Excel, Contract Management, Litigation, Mergers, Risk Management, Document Review, FCPA, Securities Regulation, Asset Management, Corporate Governance, Legal Compliance, Financial Analysis, Contract Negotiation, Mergers & Acquisitions
Education
Northeastern State University 1989 — 1993
Bachelor's degree, Paralegal
McDermott International Inc July 2006 - Present
AIM Management Group Inc. - now INVESCO January 1994 - February 2006
AIM Investments 1994 - 2006
Skills
Compliance, Securities, Excel, Microsoft Office, Due Diligence, Corporate Law, Microsoft Excel, Contract Management, Litigation, Mergers, Risk Management, Document Review, FCPA, Securities Regulation, Asset Management, Corporate Governance, Legal Compliance, Financial Analysis, Contract Negotiation, Mergers & Acquisitions
Education
Northeastern State University 1989 — 1993
Bachelor's degree, Paralegal
Allen Carpenter's AIM Investments Experience 1997 - 2008
Job Projects Manager
Industry Investment Management
Experience
INVESCO 1997 - Present
AIM Investments 1997 - 2008
Arthur Andersen Business Consulting February 1994 - October 1997
USMC 1990 - 1994
The Basic School, USMC 1990 - 1991
Skills
Asset Management, Mutual Funds, Portfolio Management, Project Management, Business Analysis, Equities, Financial Modeling, Fixed Income
Education
Webster University 1992 — 1994
Master's degree, Computer Resource Mgt
Baylor University - Hankamer School of Business
INVESCO 1997 - Present
AIM Investments 1997 - 2008
Arthur Andersen Business Consulting February 1994 - October 1997
USMC 1990 - 1994
The Basic School, USMC 1990 - 1991
Skills
Asset Management, Mutual Funds, Portfolio Management, Project Management, Business Analysis, Equities, Financial Modeling, Fixed Income
Education
Webster University 1992 — 1994
Master's degree, Computer Resource Mgt
Baylor University - Hankamer School of Business
Julia Nolen's AIM Investments Experience 1993 - 2008
Job Operations Manager / Fixed Income Trader at Brasada Capital Management
Industry Investment Management
Experience
Brasada Capital Management March 2014 - Present
INVESCO January 1993 - March 2012
AIM Investments 1993 - 2008
COMPAQ 1989 - 1992
Skills
Securities, ETFs, Portfolio Management, Series 7, Alternative Investments, Asset Managment, Asset Allocation, Separately Managed..., FINRA, Investment Advisory, Wealth Management, Investment Management, Securities Regulation, Capital Markets, High Yield, Fixed Income, Asset Management, Trading, Investments
Education
Baylor University - Hankamer School of Business
BBA
Brasada Capital Management March 2014 - Present
INVESCO January 1993 - March 2012
AIM Investments 1993 - 2008
COMPAQ 1989 - 1992
Skills
Securities, ETFs, Portfolio Management, Series 7, Alternative Investments, Asset Managment, Asset Allocation, Separately Managed..., FINRA, Investment Advisory, Wealth Management, Investment Management, Securities Regulation, Capital Markets, High Yield, Fixed Income, Asset Management, Trading, Investments
Education
Baylor University - Hankamer School of Business
BBA
Jennifer Reagan's AIM Investments Experience February 2004 - September 2004
Job Jennifer Reagan
Industry Information Technology and Services
Experience
I.T. Works September 2004 - August 2012
AIM Investments February 2004 - September 2004
Stephen F. Austin State University 2001 - 2003
Skills
Sales, Account Management, Microsoft Office, Microsoft Excel, PowerPoint, Event Planning, Microsoft Word, Marketing, New Business Development, Research, Teamwork, Management, Customer Service, Training, Purchasing, Customer Satisfaction
Education
Stephen F. Austin State University 1999 — 2003
Bachelor of Arts, Art / Marketing
Conroe High School 1995 — 1999
I.T. Works September 2004 - August 2012
AIM Investments February 2004 - September 2004
Stephen F. Austin State University 2001 - 2003
Skills
Sales, Account Management, Microsoft Office, Microsoft Excel, PowerPoint, Event Planning, Microsoft Word, Marketing, New Business Development, Research, Teamwork, Management, Customer Service, Training, Purchasing, Customer Satisfaction
Education
Stephen F. Austin State University 1999 — 2003
Bachelor of Arts, Art / Marketing
Conroe High School 1995 — 1999
Jennifer Henion's AIM Investments Experience January 2004 - December 2007
Job Sr. Advertising Review Analyst
Industry Financial Services
Experience
Financial Services Company March 2013 - Present
USAA September 2010 - February 2013
U.S. Global Investors January 2008 - September 2010
AIM Investments January 2004 - December 2007
AIM Investments 2000 - 2004
Education
Michigan State University
University of Houston
Financial Services Company March 2013 - Present
USAA September 2010 - February 2013
U.S. Global Investors January 2008 - September 2010
AIM Investments January 2004 - December 2007
AIM Investments 2000 - 2004
Education
Michigan State University
University of Houston
Kenneth Kovar, C.P.A.'s AIM Investments Experience 1992 - Present
Job Internal Audit Manager, Invesco
Industry Financial Services
Experience
AIM April 2009 - Present
AIM Investments 1992 - Present
INVESCO/AIM Investments 1992 - Present
Invesco Aim 1992 - Present
Education
Sam Houston State University 1987 — 1991
AIM April 2009 - Present
AIM Investments 1992 - Present
INVESCO/AIM Investments 1992 - Present
Invesco Aim 1992 - Present
Education
Sam Houston State University 1987 — 1991
Brian C. Horak's AIM Investments Experience March 2005 - February 2006
Job Finance Manager at Memorial Hermann Health System
Industry Hospital & Health Care
Experience
Memorial Hermann Health System June 2013 - Present
Texas Children's Hospital January 2010 - June 2013
Hewlett-Packard June 2008 - January 2010
IKON Office Solutions March 2007 - June 2008
IKON Office Solutions March 2006 - March 2007
AIM Investments March 2005 - February 2006
IKON Office Solutions January 2002 - March 2005
Public Policy Research Institute January 1999 - December 2001
Eddie Bauer 1994 - 1997
Skills
Visio, Access, Process Improvement, SQL, Software Documentation, Microsoft SQL Server, Analysis, Data Analysis, Financial Analysis, Program Management, Cross-functional Team..., Financial Reporting, Sales, Microsoft Excel, Forecasting, Microsoft Office, Databases, Budgets, Training, Financial Modeling, Finance, Accounting, Management
Education
University of St. Thomas (TX) 2006 — 2008
MBA, Finance and Management Information Systems
Texas A&M University 1997 — 2001
BBA, Management Information Systems
Klein Forest High School 1993 — 1997
Memorial Hermann Health System June 2013 - Present
Texas Children's Hospital January 2010 - June 2013
Hewlett-Packard June 2008 - January 2010
IKON Office Solutions March 2007 - June 2008
IKON Office Solutions March 2006 - March 2007
AIM Investments March 2005 - February 2006
IKON Office Solutions January 2002 - March 2005
Public Policy Research Institute January 1999 - December 2001
Eddie Bauer 1994 - 1997
Skills
Visio, Access, Process Improvement, SQL, Software Documentation, Microsoft SQL Server, Analysis, Data Analysis, Financial Analysis, Program Management, Cross-functional Team..., Financial Reporting, Sales, Microsoft Excel, Forecasting, Microsoft Office, Databases, Budgets, Training, Financial Modeling, Finance, Accounting, Management
Education
University of St. Thomas (TX) 2006 — 2008
MBA, Finance and Management Information Systems
Texas A&M University 1997 — 2001
BBA, Management Information Systems
Klein Forest High School 1993 — 1997
Evan Harrel's AIM Investments Experience May 1998 - May 2003
Job Seeking social justice through education.
Industry Education Management
Experience
Bridgeway Capital Management 2006 - Present
Design Corps January 2013 - Present
St. John's School August 2009 - May 2013
Small Steps Nurturing Center August 2004 - May 2012
Presbyterian Pan American School 1999 - 2006
Houston Habitat for Humanity January 2004 - June 2004
AIM Investments May 1998 - May 2003
Van Kampen Investments 1994 - 1998
Fayez Sarofim & Co. 1987 - 1994
Merrill Lynch 1983 - 1985
Skills
Asset Managment, Hedge Funds, Investments, Private Equity, Equities
Education
Harvard Business School 1985 — 1987
MBA, with distinction
Princeton University 1979 — 1983
A.B., cum laude, Economics
H.M. King High School 1975 — 1979
Diploma
Bridgeway Capital Management 2006 - Present
Design Corps January 2013 - Present
St. John's School August 2009 - May 2013
Small Steps Nurturing Center August 2004 - May 2012
Presbyterian Pan American School 1999 - 2006
Houston Habitat for Humanity January 2004 - June 2004
AIM Investments May 1998 - May 2003
Van Kampen Investments 1994 - 1998
Fayez Sarofim & Co. 1987 - 1994
Merrill Lynch 1983 - 1985
Skills
Asset Managment, Hedge Funds, Investments, Private Equity, Equities
Education
Harvard Business School 1985 — 1987
MBA, with distinction
Princeton University 1979 — 1983
A.B., cum laude, Economics
H.M. King High School 1975 — 1979
Diploma
Christie McMahon's AIM Investments Experience April 2004 - Present
Job Sr Internal Wholesaler at AIM Investments
Industry Financial Services
Experience
AIM Investments April 2004 - Present
AIM Investments April 2000 - April 2004
Education
Stephen F. Austin State University 1993 — 1998
AIM Investments April 2004 - Present
AIM Investments April 2000 - April 2004
Education
Stephen F. Austin State University 1993 — 1998
Kristen L McDowell's AIM Investments Experience August 2000 - January 2004
Job Senior Digital Business Analyst Team Lead at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. March 2015 - Present
Invesco March 2008 - March 2015
Invesco Aim January 2004 - March 2008
AIM Investments August 2000 - January 2004
AIM Investments June 1999 - August 2000
Skills
User Experience, Series 7, Investments, Requirements Gathering, Analysis, Client Services, Business Analysis, Process Improvement, Series 6, Sales, Customer Service, Mutual Funds
Education
Sam Houston State University 1994 — 1999
BBA, Marketing
Invesco Ltd. March 2015 - Present
Invesco March 2008 - March 2015
Invesco Aim January 2004 - March 2008
AIM Investments August 2000 - January 2004
AIM Investments June 1999 - August 2000
Skills
User Experience, Series 7, Investments, Requirements Gathering, Analysis, Client Services, Business Analysis, Process Improvement, Series 6, Sales, Customer Service, Mutual Funds
Education
Sam Houston State University 1994 — 1999
BBA, Marketing
Renissa Treglown's AIM Investments Experience October 2001 - February 2007
Job IT Services Oracle Financials at Kirby Corporation
Industry Chemicals
Experience
Kirby Corporation March 2007 - Present
AIM Investments October 2001 - February 2007
AIM Investments/ AMVESCAP January 1999 - October 2001
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Leadership EMBA
Southern Methodist University - Cox School of Business 1993 — 1998
BBA, MIS, Finance
Kirby Corporation March 2007 - Present
AIM Investments October 2001 - February 2007
AIM Investments/ AMVESCAP January 1999 - October 2001
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Leadership EMBA
Southern Methodist University - Cox School of Business 1993 — 1998
BBA, MIS, Finance
Brian O'Neill's AIM Investments Experience 1992 - 2000
Job IT Manager at Invesco
Industry Information Technology and Services
Experience
INVESCO 2000 - Present
AIM Investments 1992 - 2000
Skills
Vendor Management, VMware, SharePoint, Risk Management, Project Management, Process Improvement, Management, Integration, ITIL, IT Strategy, IT Service Management, IT Management, Disaster Recovery, Data Center, Change Management, Business Analysis, Asset Managment, Asset Management
Education
Stephen F. Austin State University 1984 — 1986
INVESCO 2000 - Present
AIM Investments 1992 - 2000
Skills
Vendor Management, VMware, SharePoint, Risk Management, Project Management, Process Improvement, Management, Integration, ITIL, IT Strategy, IT Service Management, IT Management, Disaster Recovery, Data Center, Change Management, Business Analysis, Asset Managment, Asset Management
Education
Stephen F. Austin State University 1984 — 1986
Crystal Richards M.Ed.'s AIM Investments Experience November 2003 - April 2006
Job Learning and Talent Management Leader at TIAACREF: Innovation, Relationship Development and Performance Optimization
Industry Financial Services
Experience
TIAA-CREF January 2013 - Present
TIAA-CREF April 2011 - January 2013
TIAA-CREF April 2007 - April 2011
TIAA-CREF April 2006 - April 2007
AIM Investments November 2003 - April 2006
INVESCO Funds Group June 2000 - November 2003
Skills
Process Improvement, Call Center, Needs Analysis, Mutual Funds, Relationship Management, Investments, Series 7, Customer Service, Project Management, Business Analysis, Strategic Planning, Strategic Financial..., Operations Management, Call Centers
Education
Regis University 2008 — 2010
Master of Education, Adult Learning, Development and Training
University of Northern Colorado 1996 — 2000
BS, Business Administration
Colorado Life, Health and Annuity Insurance
Licenses, Series 6, 26, 63
TIAA-CREF January 2013 - Present
TIAA-CREF April 2011 - January 2013
TIAA-CREF April 2007 - April 2011
TIAA-CREF April 2006 - April 2007
AIM Investments November 2003 - April 2006
INVESCO Funds Group June 2000 - November 2003
Skills
Process Improvement, Call Center, Needs Analysis, Mutual Funds, Relationship Management, Investments, Series 7, Customer Service, Project Management, Business Analysis, Strategic Planning, Strategic Financial..., Operations Management, Call Centers
Education
Regis University 2008 — 2010
Master of Education, Adult Learning, Development and Training
University of Northern Colorado 1996 — 2000
BS, Business Administration
Colorado Life, Health and Annuity Insurance
Licenses, Series 6, 26, 63
Alex Gentry's AIM Investments Experience 1995 - 2000
Job Account Manager
Industry Electrical/Electronic Manufacturing
Experience
Constellation Energy September 2007 - Present
AIM Investments 1995 - 2000
Skills
Energy, Project Management, Microsoft Excel, Process Improvement, Contract Negotiation, Analysis, Team Leadership, Risk Management, Management, Contract Management, Financial Analysis, Operations Management, Leadership, Strategic Planning, Business Development, New Business Development, Business Analysis
Education
Baylor University - Hankamer School of Business 1990 — 1994
Constellation Energy September 2007 - Present
AIM Investments 1995 - 2000
Skills
Energy, Project Management, Microsoft Excel, Process Improvement, Contract Negotiation, Analysis, Team Leadership, Risk Management, Management, Contract Management, Financial Analysis, Operations Management, Leadership, Strategic Planning, Business Development, New Business Development, Business Analysis
Education
Baylor University - Hankamer School of Business 1990 — 1994
James M. Votypka's AIM Investments Experience 1996 - 1998
Job Owner, Colors by Design
Industry Construction
Experience
Colors by Design Investment Product ManagerVictory Capital ManagementApril 2001 - November 2004
Goldman Sachs Asset Management December 1998 - April 2001
AIM Management Group, Inc. August 1996 - December 1998
AIM Investments 1996 - 1998
EDS May 1995 - May 1996
Skills
Sales Management, Strategic Planning, Investments, Customer Service
Education
Cleveland State University 2002 — 2004
MBA
University of Dayton 1991 — 1995
Colors by Design Investment Product ManagerVictory Capital ManagementApril 2001 - November 2004
Goldman Sachs Asset Management December 1998 - April 2001
AIM Management Group, Inc. August 1996 - December 1998
AIM Investments 1996 - 1998
EDS May 1995 - May 1996
Skills
Sales Management, Strategic Planning, Investments, Customer Service
Education
Cleveland State University 2002 — 2004
MBA
University of Dayton 1991 — 1995
Christine Grande's AIM Investments Experience September 2000 - September 2001
Job VicePresident, Mutual Fund Product Development / Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2001 - Present
AIM Investments September 2000 - September 2001
Prudential Financial May 1998 - September 2000
Federated Investors December 1995 - May 1998
Education
Duquesne University 1992 — 1994
M.B.A., Finance
Chatham University 1987 — 1991
B.A., International Business
Prudential Financial September 2001 - Present
AIM Investments September 2000 - September 2001
Prudential Financial May 1998 - September 2000
Federated Investors December 1995 - May 1998
Education
Duquesne University 1992 — 1994
M.B.A., Finance
Chatham University 1987 — 1991
B.A., International Business
Lillian Maxwell's AIM Investments Experience March 1996 - March 2005
Job Executive Assistant
Industry Marketing and Advertising
Experience
Preferred Communities January 2008 - October 2008
The CIT Group March 2006 - October 2007
AIM Investments March 1996 - March 2005
Education
Baylor University 1990 — 1992
Preferred Communities January 2008 - October 2008
The CIT Group March 2006 - October 2007
AIM Investments March 1996 - March 2005
Education
Baylor University 1990 — 1992
Ken Palermo's AIM Investments Experience January 1996 - October 2005
Job Compliance Analyst at NEXT Financial
Industry Financial Services
Experience
Next Financial December 2008 - Present
AIM Investments January 1996 - October 2005
Education
Sam Houston State University 1998 — 2001
MBA, Management
Sam Houston State University 1990 — 1995
BBA
Next Financial December 2008 - Present
AIM Investments January 1996 - October 2005
Education
Sam Houston State University 1998 — 2001
MBA, Management
Sam Houston State University 1990 — 1995
BBA
Dennis Lyn Smith's AIM Investments Experience 1997 - 2005
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
AXA Advisors March 2007 - December 2014
United American Insurance October 2006 - December 2006
DHI Mortgage March 2006 - October 2006
Wells Fargo Home Mortgage August 2005 - April 2006
AIM Investments 1997 - 2005
Invesco Aim 1997 - 2005
Skills
Customer Service, Customer Relations, Financial Planning
Education
Wright State University 1993 — 1996
BA, Theater Studies
Louisiana Tech University 1991 — 1993
Bachelor of Arts (B.A.), Liberal Arts
Lon Morris College 1989 — 1991
AA, Theater
Merrill Edge December 2014 - Present
AXA Advisors March 2007 - December 2014
United American Insurance October 2006 - December 2006
DHI Mortgage March 2006 - October 2006
Wells Fargo Home Mortgage August 2005 - April 2006
AIM Investments 1997 - 2005
Invesco Aim 1997 - 2005
Skills
Customer Service, Customer Relations, Financial Planning
Education
Wright State University 1993 — 1996
BA, Theater Studies
Louisiana Tech University 1991 — 1993
Bachelor of Arts (B.A.), Liberal Arts
Lon Morris College 1989 — 1991
AA, Theater
Virginia Bond's AIM Investments Experience March 1999 - February 2009
Job Business Analytics Manager
Industry Financial Services
Experience
AIG Retirement Services October 2013 - Present
Invesco Ltd. February 2009 - October 2013
Brae Acres Board 2001 - 2013
AIM Investments March 1999 - February 2009
AIM Investments April 1994 - February 1999
Skills
Securities, Wealth Management, Series 7, Investments, Asset Managment, Mutual Funds, 401k, Portfolio Management, Sales, Series 63, Management, Separately Managed..., Sales Analysis, Manage Client..., Project Management, Siebel, Series 65, Series 6, Oracle Reports, Access
Education
LeTourneau University 2001 — 2004
Bachelor of Business Administration (BBA)
AIG Retirement Services October 2013 - Present
Invesco Ltd. February 2009 - October 2013
Brae Acres Board 2001 - 2013
AIM Investments March 1999 - February 2009
AIM Investments April 1994 - February 1999
Skills
Securities, Wealth Management, Series 7, Investments, Asset Managment, Mutual Funds, 401k, Portfolio Management, Sales, Series 63, Management, Separately Managed..., Sales Analysis, Manage Client..., Project Management, Siebel, Series 65, Series 6, Oracle Reports, Access
Education
LeTourneau University 2001 — 2004
Bachelor of Business Administration (BBA)
Lisa Tennant's AIM Investments Experience December 1998 - June 2006
Job Assistant Controller, Canyon Midstream Partners, LLC
Industry Oil & Energy
Experience
Canyon Midstream Partners April 2015 - Present
AET Inc Limited October 2012 - April 2015
Teekay February 2008 - October 2012
Teekay Shipping June 2006 - February 2008
AIM Investments December 1998 - June 2006
GE Power Systems 1996 - 1998
Skills
Monthly Close, Year End Close, Annual Budgets, Variance Analysis, General Ledger..., General Ledger..., Budgeting, Accruals, Journal Entries, Intercompany, Multi-currency, Internal Reporting, Corporate Social..., Volunteering, Data Conversion, System Conversion, Forecasting, Foreign Exchange, Environmental Awareness, Maritime Operations, Pivot Tables, JD Edwards, Microsoft Dynamics ERP, Crystal Reports, Shipping, GAAP, Maritime, SAP BPC, General Ledger, Financial Analysis, Account Reconciliation, Accounting, Analysis, Auditing, Budgets, Consolidation, Financial Accounting, Financial Reporting, Financial Statements, Freight, Internal Controls, International Shipping, Sarbanes-Oxley Act, Tax, Year-end Close, US GAAP, JDE One World, Microsoft Dynamics, Process Improvement
Education
University of Houston-Downtown 1992 — 1996
BBA, Accounting
Sweet Briar College 1984 — 1987
Anthropology
Canyon Midstream Partners April 2015 - Present
AET Inc Limited October 2012 - April 2015
Teekay February 2008 - October 2012
Teekay Shipping June 2006 - February 2008
AIM Investments December 1998 - June 2006
GE Power Systems 1996 - 1998
Skills
Monthly Close, Year End Close, Annual Budgets, Variance Analysis, General Ledger..., General Ledger..., Budgeting, Accruals, Journal Entries, Intercompany, Multi-currency, Internal Reporting, Corporate Social..., Volunteering, Data Conversion, System Conversion, Forecasting, Foreign Exchange, Environmental Awareness, Maritime Operations, Pivot Tables, JD Edwards, Microsoft Dynamics ERP, Crystal Reports, Shipping, GAAP, Maritime, SAP BPC, General Ledger, Financial Analysis, Account Reconciliation, Accounting, Analysis, Auditing, Budgets, Consolidation, Financial Accounting, Financial Reporting, Financial Statements, Freight, Internal Controls, International Shipping, Sarbanes-Oxley Act, Tax, Year-end Close, US GAAP, JDE One World, Microsoft Dynamics, Process Improvement
Education
University of Houston-Downtown 1992 — 1996
BBA, Accounting
Sweet Briar College 1984 — 1987
Anthropology
William Gilmore's AIM Investments Experience July 2005 - March 2008
Job Performance Analyst at Invesco
Industry Financial Services
Experience
Invesco June 2010 - Present
Invesco April 2008 - June 2010
AIM Investments July 2005 - March 2008
AIM Investments September 2003 - July 2005
AIM Investments March 2002 - September 2003
AIM Investments April 2000 - March 2002
Skills
Mutual Funds, Excel, VBA, Bloomberg Terminal, Factset, StyleAdvisor (Zephyr), Morningstar Direct, Lipper, Fundstation, Analysis, Microsoft Excel, Bloomberg, Financial Risk, Data Analysis, Financial Reporting, 401k, Performance Measurement, Statistics, Benchmarks, Risk, Fund Of Funds
Education
University of Houston-Clear Lake 2004 — 2007
Master of Business Administration (MBA), Management/Marketing
Stephen F. Austin State University 1996 — 1999
Bachelor of Business Administration (BBA), Management/Marketing
Texas City High School
Invesco June 2010 - Present
Invesco April 2008 - June 2010
AIM Investments July 2005 - March 2008
AIM Investments September 2003 - July 2005
AIM Investments March 2002 - September 2003
AIM Investments April 2000 - March 2002
Skills
Mutual Funds, Excel, VBA, Bloomberg Terminal, Factset, StyleAdvisor (Zephyr), Morningstar Direct, Lipper, Fundstation, Analysis, Microsoft Excel, Bloomberg, Financial Risk, Data Analysis, Financial Reporting, 401k, Performance Measurement, Statistics, Benchmarks, Risk, Fund Of Funds
Education
University of Houston-Clear Lake 2004 — 2007
Master of Business Administration (MBA), Management/Marketing
Stephen F. Austin State University 1996 — 1999
Bachelor of Business Administration (BBA), Management/Marketing
Texas City High School
Melissa Hawkins's AIM Investments Experience June 1999 - December 2006
Job Senior Compliance Officer
Industry Financial Services
Experience
Invesco Ltd. March 2015 - Present
Invesco Ltd. June 2011 - March 2015
Invesco Ltd. August 2010 - June 2011
Invesco Aim December 2006 - July 2010
AIM Investments June 1999 - December 2006
Schlumberger 1998 - 1999
Skills
Mutual Funds, FINRA, Series 6, Retirement, SharePoint, Licensing, Broker-Dealer, Investment Advisory, Financial Services, Series 7, Microsoft Excel, Due Diligence, Investments, Retirement Planning, Risk Management, Securities
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Plans Specialist, Retirement Plans
Houston Community College 2002 — 2005
AAS - Business Management
Invesco Ltd. March 2015 - Present
Invesco Ltd. June 2011 - March 2015
Invesco Ltd. August 2010 - June 2011
Invesco Aim December 2006 - July 2010
AIM Investments June 1999 - December 2006
Schlumberger 1998 - 1999
Skills
Mutual Funds, FINRA, Series 6, Retirement, SharePoint, Licensing, Broker-Dealer, Investment Advisory, Financial Services, Series 7, Microsoft Excel, Due Diligence, Investments, Retirement Planning, Risk Management, Securities
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Plans Specialist, Retirement Plans
Houston Community College 2002 — 2005
AAS - Business Management
Brett Chiles's AIM Investments Experience January 2000 - August 2003
Job K A Investments
Industry Capital Markets
Experience
K A Investments August 2011 - Present
Equus Total Return, Inc. July 2005 - June 2011
Murphree Venture Partners May 2004 - September 2004
AIM Investments January 2000 - August 2003
Skills
Commercial Real Estate, Commodity, Investment Management, Start-ups, Executive Management, Acquisitions, Real Estate Economics, Project Finance, Real Estate Development, Emerging Markets, Entrepreneurship, Capital
Education
Rice University - Jesse H. Jones Graduate School of Management 2003 — 2005
Master of Business Administration (M.B.A.)
Texas Christian University 1995 — 1999
Bachelor’s Degree, Business
Kinkaid School 1986 — 1995
K A Investments August 2011 - Present
Equus Total Return, Inc. July 2005 - June 2011
Murphree Venture Partners May 2004 - September 2004
AIM Investments January 2000 - August 2003
Skills
Commercial Real Estate, Commodity, Investment Management, Start-ups, Executive Management, Acquisitions, Real Estate Economics, Project Finance, Real Estate Development, Emerging Markets, Entrepreneurship, Capital
Education
Rice University - Jesse H. Jones Graduate School of Management 2003 — 2005
Master of Business Administration (M.B.A.)
Texas Christian University 1995 — 1999
Bachelor’s Degree, Business
Kinkaid School 1986 — 1995
Amanda Lively's AIM Investments Experience October 2000 - January 2002
Job Human Resources Director
Industry Medical Practice
Experience
Northwoods Urology Associates January 2010 - Present
Quorum Business Solutions, Inc January 2005 - June 2009
Brown & Gay Engineers July 2002 - December 2004
Aon Risk Services February 2002 - July 2002
AIM Investments October 2000 - January 2002
Skills
Talent Acquisition, Employee Benefits, Recruiting, Ceridian, College Recruiting, Human Resources, Talent Management, Deferred Compensation, Personnel Management, Applicant Tracking..., Onboarding, HRIS, Employee Relations, PeopleSoft
Education
Sam Houston State University
Bachelor of Business Administration, Human Resources Management
Northwoods Urology Associates January 2010 - Present
Quorum Business Solutions, Inc January 2005 - June 2009
Brown & Gay Engineers July 2002 - December 2004
Aon Risk Services February 2002 - July 2002
AIM Investments October 2000 - January 2002
Skills
Talent Acquisition, Employee Benefits, Recruiting, Ceridian, College Recruiting, Human Resources, Talent Management, Deferred Compensation, Personnel Management, Applicant Tracking..., Onboarding, HRIS, Employee Relations, PeopleSoft
Education
Sam Houston State University
Bachelor of Business Administration, Human Resources Management
Barbara Gambrell's AIM Investments Experience Senior Tax AnalystINVESCO2000 - Present
Job Senior Tax Analyst at AIM Investments
Industry Investment Management
Experience
AIM Investments Senior Tax AnalystINVESCO2000 - Present
Education
Prairie View A&M University
AIM Investments Senior Tax AnalystINVESCO2000 - Present
Education
Prairie View A&M University
Eric Silvas's AIM Investments Experience 1999 - 2001
Job Branch Manager/Envoy Mortgage
Industry Financial Services
Experience
Envoy Mortgage June 2006 - Present
Iwayloan, LP November 2001 - May 2006
AIM Investments 1999 - 2001
Skills
Mortgage Banking, FHA, Business Planning, Credit, Mortgage Lending, Refinance, Leadership, Loans, FHA financing, USDA, Loan Origination, Residential Mortgages, VA loans, Government Loans, First Time Home Buyers, Investment Properties, FHA Financing, Reverse Mortgages, VA Loans
Education
Houston Baptist University 1994 — 1997
Business, Finance and Business Administration
Houston Baptist University - College of Business and Economics 1992 — 1995
Envoy Mortgage June 2006 - Present
Iwayloan, LP November 2001 - May 2006
AIM Investments 1999 - 2001
Skills
Mortgage Banking, FHA, Business Planning, Credit, Mortgage Lending, Refinance, Leadership, Loans, FHA financing, USDA, Loan Origination, Residential Mortgages, VA loans, Government Loans, First Time Home Buyers, Investment Properties, FHA Financing, Reverse Mortgages, VA Loans
Education
Houston Baptist University 1994 — 1997
Business, Finance and Business Administration
Houston Baptist University - College of Business and Economics 1992 — 1995
Paul Chafetz's AIM Investments Experience 2000 - 2007
Job Internal Wholesaler at ICON Advisers
Industry Financial Services
Experience
ICON Advisers May 2011 - Present
T Rowe Price May 2010 - April 2011
Invesco Aim 2006 - 2009
AIM Investments 2000 - 2007
AIM Investments 2000 - 2007
Invesco Aim 2003 - 2006
Golfsmith April 2000 - November 2000
Skills
Leadership, Training, Recruiting, Performance Management, Team Building, Sales, Leadership Development, Coaching, Mutual Funds, Employee Engagement, Call Centers, Financial Services, Interviews, Customer Service, Retirement Planning, Public Speaking, Retirement, Series 63, Series 7, Accounting
Education
Regis University 2007 — 2009
Business Administration
The University of Texas at Austin 1995 — 2000
ICON Advisers May 2011 - Present
T Rowe Price May 2010 - April 2011
Invesco Aim 2006 - 2009
AIM Investments 2000 - 2007
AIM Investments 2000 - 2007
Invesco Aim 2003 - 2006
Golfsmith April 2000 - November 2000
Skills
Leadership, Training, Recruiting, Performance Management, Team Building, Sales, Leadership Development, Coaching, Mutual Funds, Employee Engagement, Call Centers, Financial Services, Interviews, Customer Service, Retirement Planning, Public Speaking, Retirement, Series 63, Series 7, Accounting
Education
Regis University 2007 — 2009
Business Administration
The University of Texas at Austin 1995 — 2000
Lindsay Jo White, MBA's AIM Investments Experience July 2006 - April 2007
Job Clinical Data Analyst at AxisPoint Health
Industry Financial Services
Experience
AxisPoint Health May 2015 - Present
Rally Software August 2014 - Present
McKesson Provider Technologies September 2011 - August 2014
Jackson National Life July 2010 - July 2011
TIAA-CREF May 2007 - June 2010
AIM Investments July 2006 - April 2007
Skills
Series 7, Series 63, Mutual Funds, Equities, Wealth Management, Healthcare Information..., Business Analysis, HL7, Integration, Leadership, Process Improvement, SQL, Software Documentation, Software Implementation, Unix
Education
Regis University 2010 — 2012
Master of Business Administration (MBA), Marketing
Regis University 2001 — 2005
Bachelor's degree, Mathematics
Regis University 2001 — 2005
Bachelor's degree, Fine/Studio Arts, General
Regis University
Master of Science (M.S.), Heath Information Informatics Management
AxisPoint Health May 2015 - Present
Rally Software August 2014 - Present
McKesson Provider Technologies September 2011 - August 2014
Jackson National Life July 2010 - July 2011
TIAA-CREF May 2007 - June 2010
AIM Investments July 2006 - April 2007
Skills
Series 7, Series 63, Mutual Funds, Equities, Wealth Management, Healthcare Information..., Business Analysis, HL7, Integration, Leadership, Process Improvement, SQL, Software Documentation, Software Implementation, Unix
Education
Regis University 2010 — 2012
Master of Business Administration (MBA), Marketing
Regis University 2001 — 2005
Bachelor's degree, Mathematics
Regis University 2001 — 2005
Bachelor's degree, Fine/Studio Arts, General
Regis University
Master of Science (M.S.), Heath Information Informatics Management
Chad Price's AIM Investments Experience October 1995 - October 2000
Job Oil and Gas Pricing Analyst, EPS Division at Parker Hannifin
Industry Oil & Energy
Experience
Parker Hannifin June 2014 - Present
Hewlett-Packard August 2012 - June 2014
Hewlett-Packard October 2000 - July 2012
Hewlett-Packard March 2003 - July 2004
AIM Investments October 1995 - October 2000
Skills
Pricing, International Business, Coaching, Business Strategy, Sales Operations, Contract Management, Pricing Strategy, Process Improvement, Financial Analysis, Vendor Relations, Team Leadership, Excel, Operations Management, Problem Solving, Microsoft Excel, Business Development, Solution Selling, Account Management, Channel Partners, Cross-functional Team..., Direct Sales, Leadership, Management, Sales, Salesforce.com, Selling, Strategic Partnerships, Strategy
Education
Louisiana State University 1989 — 1993
B.S., Finance
Parker Hannifin June 2014 - Present
Hewlett-Packard August 2012 - June 2014
Hewlett-Packard October 2000 - July 2012
Hewlett-Packard March 2003 - July 2004
AIM Investments October 1995 - October 2000
Skills
Pricing, International Business, Coaching, Business Strategy, Sales Operations, Contract Management, Pricing Strategy, Process Improvement, Financial Analysis, Vendor Relations, Team Leadership, Excel, Operations Management, Problem Solving, Microsoft Excel, Business Development, Solution Selling, Account Management, Channel Partners, Cross-functional Team..., Direct Sales, Leadership, Management, Sales, Salesforce.com, Selling, Strategic Partnerships, Strategy
Education
Louisiana State University 1989 — 1993
B.S., Finance
Jennifer Bartok's AIM Investments Experience 1997 - 2000
Job Sales Operations Contact at Invesco
Industry Financial Services
Experience
Invesco March 2009 - Present
Invesco Aim 2000 - Present
AIM Investments 1997 - 2000
Skills
Series 6, Mutual Funds
Education
Baylor University - Hankamer School of Business 1991 — 1995
Invesco March 2009 - Present
Invesco Aim 2000 - Present
AIM Investments 1997 - 2000
Skills
Series 6, Mutual Funds
Education
Baylor University - Hankamer School of Business 1991 — 1995
Chad Wilpitz's AIM Investments Experience 2000 - 2007
Job Global Performance Analyst at Invesco Ltd.
Industry Banking
Experience
Invesco Ltd. January 2011 - Present
Amegy Bank February 2007 - January 2011
AIM Investments 2000 - 2007
Education
LeTourneau University 2006 — 2008
MBA, Business
Invesco Ltd. January 2011 - Present
Amegy Bank February 2007 - January 2011
AIM Investments 2000 - 2007
Education
LeTourneau University 2006 — 2008
MBA, Business
Shandra Branch's AIM Investments Experience 1998 - 2007
Job Agent, Farmers Insurance
Industry Insurance
Experience
Farmers Insurance August 2006 - Present
aim investments 1998 - 2007
Education
Sam Houston State University 1996 — 1998
round rock high school 1991 — 1995
Farmers Insurance August 2006 - Present
aim investments 1998 - 2007
Education
Sam Houston State University 1996 — 1998
round rock high school 1991 — 1995
Cyndi Couch's AIM Investments Experience September 2004 - October 2007
Job VP Business Intelligence Team Lead at Amegy Bank
Industry Banking
Experience
Amegy Bank October 2007 - Present
AIM Investments September 2004 - October 2007
AIM Investments November 1998 - September 2004
Skills
Business Objects, Access, Analysis, Microsoft Excel, Data Analysis, Business Intelligence, Crystal Reports, Training, Team Leadership
Education
University of Houston 1994 — 1998
BBA, Management
Grossmont College 1992 — 1994
N/A, General Business
Amegy Bank October 2007 - Present
AIM Investments September 2004 - October 2007
AIM Investments November 1998 - September 2004
Skills
Business Objects, Access, Analysis, Microsoft Excel, Data Analysis, Business Intelligence, Crystal Reports, Training, Team Leadership
Education
University of Houston 1994 — 1998
BBA, Management
Grossmont College 1992 — 1994
N/A, General Business
Shawn Altizer's AIM Investments Experience February 1995 - July 1998
Job CEO, T H Hill Associates, Inc.
Industry Oil & Energy
Experience
T H Hill Associates Inc September 2001 - December 2013
Diamond Management & Technology Consultants August 2000 - January 2002
AIM Investments February 1995 - July 1998
FN Wolf & Co., Inc. 1992 - 1994
Skills
Strategic Planning, Management Consulting, Process Improvement, Operations Management, Business Strategy, Change Management, Leadership, Management, Program Management, Project Planning, Team Building, Team Leadership, Project Management, Training, Energy, Supervisory Skills, Oil & Gas
Education
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2000
Master of Business Administration (MBA)
Dartmouth College 1987 — 1991
BA, Psychology
T H Hill Associates Inc September 2001 - December 2013
Diamond Management & Technology Consultants August 2000 - January 2002
AIM Investments February 1995 - July 1998
FN Wolf & Co., Inc. 1992 - 1994
Skills
Strategic Planning, Management Consulting, Process Improvement, Operations Management, Business Strategy, Change Management, Leadership, Management, Program Management, Project Planning, Team Building, Team Leadership, Project Management, Training, Energy, Supervisory Skills, Oil & Gas
Education
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2000
Master of Business Administration (MBA)
Dartmouth College 1987 — 1991
BA, Psychology
Jonathan McAdams, CFA's AIM Investments Experience June 2000 - May 2003
Job Private Investor
Industry Investment Management
Experience
Mission Capital Management, LLC June 2008 - August 2014
Alloy Capital Management, LLC June 2008 - November 2011
Jetstream Capital June 2003 - January 2008
AIM Investments June 2000 - May 2003
JPMorgan Chase October 1996 - August 1999
JPMorgan Chase May 1995 - October 1996
Merrill Lynch June 1994 - April 1995
Skills
Alternative Investments, Equity Research, Asset Managment, Valuation, Equities, Hedge Funds, Asset Allocation, Financial Modeling, Bloomberg, Portfolio Management, Investments, Investment Management, Investment Strategies, Mutual Funds, Fixed Income, Private Equity, Financial Analysis, Derivatives, Finance, Investment Advisory, Financial Services, Wealth Management
Education
Rice University - Jesse H. Jones Graduate School of Management 1999 — 2001
MBA, Investments, 3.9 GPA
Texas A&M University 1990 — 1994
BBA, Finance
Mission Capital Management, LLC June 2008 - August 2014
Alloy Capital Management, LLC June 2008 - November 2011
Jetstream Capital June 2003 - January 2008
AIM Investments June 2000 - May 2003
JPMorgan Chase October 1996 - August 1999
JPMorgan Chase May 1995 - October 1996
Merrill Lynch June 1994 - April 1995
Skills
Alternative Investments, Equity Research, Asset Managment, Valuation, Equities, Hedge Funds, Asset Allocation, Financial Modeling, Bloomberg, Portfolio Management, Investments, Investment Management, Investment Strategies, Mutual Funds, Fixed Income, Private Equity, Financial Analysis, Derivatives, Finance, Investment Advisory, Financial Services, Wealth Management
Education
Rice University - Jesse H. Jones Graduate School of Management 1999 — 2001
MBA, Investments, 3.9 GPA
Texas A&M University 1990 — 1994
BBA, Finance
Scott Freas's AIM Investments Experience June 2004 - January 2005
Job Reservoir Engineering Technologist at Encana Corporation
Industry Oil & Energy
Experience
Encana Corporation December 2014 - Present
Fidelity Exploration and Production Company August 2013 - November 2014
WPX Energy January 2012 - July 2013
FRONTIER OIL REFINING AND MARKETING April 2009 - March 2012
Aurora Loan Services December 2006 - April 2009
TRANSAMERICA CAPITAL April 2006 - December 2006
WADDELL & REED FINANCIAL (BANKERS INVESTMENT NETWORK) January 2005 - April 2006
AIM INVESTMENTS June 2004 - January 2005
Skills
Management, Analysis, Leadership, Petroleum, Finance, Financial Analysis, Sales, Budgets, Marketing, Microsoft Office
Education
Colorado State University
Bachelor of Arts, Economics 2004
Encana Corporation December 2014 - Present
Fidelity Exploration and Production Company August 2013 - November 2014
WPX Energy January 2012 - July 2013
FRONTIER OIL REFINING AND MARKETING April 2009 - March 2012
Aurora Loan Services December 2006 - April 2009
TRANSAMERICA CAPITAL April 2006 - December 2006
WADDELL & REED FINANCIAL (BANKERS INVESTMENT NETWORK) January 2005 - April 2006
AIM INVESTMENTS June 2004 - January 2005
Skills
Management, Analysis, Leadership, Petroleum, Finance, Financial Analysis, Sales, Budgets, Marketing, Microsoft Office
Education
Colorado State University
Bachelor of Arts, Economics 2004
Dannielle Cabler's AIM Investments Experience 2000 - 2003
Job Compliance Consultant at Red Oak Compliance Solutions
Industry Financial Services
Experience
Red Oak Compliance Solutions September 2015 - Present
Red Oak Compliance Solutions May 2014 - Present
NFP Advisor Services Group February 2011 - August 2013
NFP Advisor Services Group May 2007 - February 2011
teleNetwork May 2005 - March 2007
AIM Investments 2000 - 2003
Skills
Series 63, Series 7, Asset Management, FINRA, Fixed Annuities, Investments, Wealth Management, Retirement Planning, Mutual Funds, Human Resources, Investment Advisory, Insurance, Financial Services, Risk Management, Securities, Equity Trading, Process Improvement, Account Management, Relationship Management, Superior Client Service, Strategic Partnerships, Partner Management
Education
St. Edward's University 2005 — 2007
Psychology
Cisco College 2004 — 2005
Psychology, 4.0
Red Oak Compliance Solutions September 2015 - Present
Red Oak Compliance Solutions May 2014 - Present
NFP Advisor Services Group February 2011 - August 2013
NFP Advisor Services Group May 2007 - February 2011
teleNetwork May 2005 - March 2007
AIM Investments 2000 - 2003
Skills
Series 63, Series 7, Asset Management, FINRA, Fixed Annuities, Investments, Wealth Management, Retirement Planning, Mutual Funds, Human Resources, Investment Advisory, Insurance, Financial Services, Risk Management, Securities, Equity Trading, Process Improvement, Account Management, Relationship Management, Superior Client Service, Strategic Partnerships, Partner Management
Education
St. Edward's University 2005 — 2007
Psychology
Cisco College 2004 — 2005
Psychology, 4.0
Shandra Branch's AIM Investments Experience 1999 - 2007
Job Owner, Farmers Insurance and Financial Services
Industry Insurance
Experience
Farmers Insurance August 2006 - Present
AIM Investments 1999 - 2007
Education
Sam Houston State University 1996 — 1998
Farmers Insurance August 2006 - Present
AIM Investments 1999 - 2007
Education
Sam Houston State University 1996 — 1998
Bonnie Donovan's AIM Investments Experience 1994 - 2005
Job freelance copy editor/proofreader
Industry Writing and Editing
Experience
self-employed editor/proofreader 2006 - Present
AIM Management Group September 1994 - December 2005
AIM Investments 1994 - 2005
Invesco Ltd., previously AIM Management 1994 - 2005
Skills
Copy Editing, Translation, Editing, Proofreading, Research, Publications, Literature, Web Content, Marketing Copy, Marketing, Copywriting, Marketing Communications, Public Relations, Content Management, Content Development, Newsletters, Journalism, Line Editing, Fact-checking, Editorial, Creative Writing, Blogging, Feature Articles, Media Relations, Corporate Communications, Press Releases, Publishing
Education
University of Rochester 1965 — 1968
M.A., English
Fordham University 1961 — 1965
B.S., English
self-employed editor/proofreader 2006 - Present
AIM Management Group September 1994 - December 2005
AIM Investments 1994 - 2005
Invesco Ltd., previously AIM Management 1994 - 2005
Skills
Copy Editing, Translation, Editing, Proofreading, Research, Publications, Literature, Web Content, Marketing Copy, Marketing, Copywriting, Marketing Communications, Public Relations, Content Management, Content Development, Newsletters, Journalism, Line Editing, Fact-checking, Editorial, Creative Writing, Blogging, Feature Articles, Media Relations, Corporate Communications, Press Releases, Publishing
Education
University of Rochester 1965 — 1968
M.A., English
Fordham University 1961 — 1965
B.S., English
Richard Heller's AIM Investments Experience January 2000 - December 2006
Job at Arthur J. Gallagher & Co.
Industry Financial Services
Experience
Arthur J. Gallagher & Co. August 2010 - Present
Great-West Retirement Services January 2007 - August 2010
AIM Investments January 2000 - December 2006
Skills
401k, Asset Allocation, CRM, Financial Services, Insurance, Investments, Management, Mutual Funds, Relationship Management, Retirement, Retirement Planning, Series 6, Series 63, Series 7
Education
Texas A&M University 1984 — 1994
Arthur J. Gallagher & Co. August 2010 - Present
Great-West Retirement Services January 2007 - August 2010
AIM Investments January 2000 - December 2006
Skills
401k, Asset Allocation, CRM, Financial Services, Insurance, Investments, Management, Mutual Funds, Relationship Management, Retirement, Retirement Planning, Series 6, Series 63, Series 7
Education
Texas A&M University 1984 — 1994
Dwanna Sowells, MBA, CPA's AIM Investments Experience July 1999 - April 2006
Job Senior Accountant at Gulf States Toyota
Industry Accounting
Experience
Gulf States Toyota December 2012 - Present
BMC Software April 2006 - December 2012
AIM Investments July 1999 - April 2006
Skills
Accounting, Internal Controls, Account Reconciliation, General Ledger, Process Improvement, GAAP, Journal Entries, Corporate Finance, Hyperion Enterprise, ERP, Financial Reporting, Auditing, Variance Analysis, US GAAP, Financial Accounting, Financial Analysis, Bank Reconciliation
Education
University of St. Thomas (TX) 2004 — 2006
MBA, Finance
Northwestern State University 1993 — 1998
Bachelor, Accounting
Gulf States Toyota December 2012 - Present
BMC Software April 2006 - December 2012
AIM Investments July 1999 - April 2006
Skills
Accounting, Internal Controls, Account Reconciliation, General Ledger, Process Improvement, GAAP, Journal Entries, Corporate Finance, Hyperion Enterprise, ERP, Financial Reporting, Auditing, Variance Analysis, US GAAP, Financial Accounting, Financial Analysis, Bank Reconciliation
Education
University of St. Thomas (TX) 2004 — 2006
MBA, Finance
Northwestern State University 1993 — 1998
Bachelor, Accounting
Jay Hawley's AIM Investments Experience 2001 - 2003
Job Agent at Texas Farm Bureau Insurance Companies
Industry Financial Services
Experience
Texas Farm Bureau Insurance Companies November 2011 - Present
Grubb and Ellis Company October 2010 - July 2011
Hine Real Estate Securities March 2005 - June 2009
AIM Investments 2001 - 2003
Skills
Insurance, Retirement Planning, Customer Service, Retirement, Fixed Annuities, Life Insurance
Education
The University of Texas at Austin 1993 — 1997
BA, Government
Rice University
CFP Certification
Texas Farm Bureau Insurance Companies November 2011 - Present
Grubb and Ellis Company October 2010 - July 2011
Hine Real Estate Securities March 2005 - June 2009
AIM Investments 2001 - 2003
Skills
Insurance, Retirement Planning, Customer Service, Retirement, Fixed Annuities, Life Insurance
Education
The University of Texas at Austin 1993 — 1997
BA, Government
Rice University
CFP Certification
Bryce Cramer's AIM Investments Experience 2004 - 2004
Job Manager at Enaxis Consulting
Industry Information Technology and Services
Experience
Enaxis Consulting March 2014 - Present
Oxy December 2011 - March 2014
Continental Airlines October 2005 - November 2011
AIM Investments 2004 - 2004
Digital Consulting & Software Services 2001 - 2003
Covenant Technology Solutions 1999 - 2001
Ducker Research Europe 1996 - 1999
Skills
Business Analysis, SDLC, Enterprise Architecture, IT Strategy, Project Management, Integration, Disaster Recovery, ITIL, Management, Project Planning, Troubleshooting, System Deployment, IT Management, Leadership, Architectures, Architecture
Education
Rice University 1991 — 1996
BA, Cognitive Science
Enaxis Consulting March 2014 - Present
Oxy December 2011 - March 2014
Continental Airlines October 2005 - November 2011
AIM Investments 2004 - 2004
Digital Consulting & Software Services 2001 - 2003
Covenant Technology Solutions 1999 - 2001
Ducker Research Europe 1996 - 1999
Skills
Business Analysis, SDLC, Enterprise Architecture, IT Strategy, Project Management, Integration, Disaster Recovery, ITIL, Management, Project Planning, Troubleshooting, System Deployment, IT Management, Leadership, Architectures, Architecture
Education
Rice University 1991 — 1996
BA, Cognitive Science
Mary Schleinschok's AIM Investments Experience OfficerINVESCO1990 - Present
Job Retirement Officer at AIM Investments
Industry Financial Services
Experience
AIM Investments OfficerINVESCO1990 - Present
AIM Investments 1990 - 2008
AIM Investments 1990 - 2008
Education
St. Mary's University 1986 — 1990
BBA
AIM Investments OfficerINVESCO1990 - Present
AIM Investments 1990 - 2008
AIM Investments 1990 - 2008
Education
St. Mary's University 1986 — 1990
BBA
Bert Brown III, CCP's AIM Investments Experience June 2004 - August 2006
Job Vice President Compensation & Benefits
Industry Real Estate
Experience
Hines October 2013 - Present
Hines May 2012 - October 2013
Hines September 2006 - May 2012
Smoothie King (SKFI) July 2003 - July 2010
AIM Investments June 2004 - August 2006
Kellogg Brown and Root pty ltd August 2004 - May 2005
Ernst & Young May 2002 - July 2003
Arthur Andersen & Co. December 1998 - May 2002
Skills
Compensation & Benefits, Management, Performance Management, Compensation, Employee Benefits, Leadership, PeopleSoft, Workday
Education
Southern Methodist University - Cox School of Business 1995 — 1999
BBA, Accounting
Hines October 2013 - Present
Hines May 2012 - October 2013
Hines September 2006 - May 2012
Smoothie King (SKFI) July 2003 - July 2010
AIM Investments June 2004 - August 2006
Kellogg Brown and Root pty ltd August 2004 - May 2005
Ernst & Young May 2002 - July 2003
Arthur Andersen & Co. December 1998 - May 2002
Skills
Compensation & Benefits, Management, Performance Management, Compensation, Employee Benefits, Leadership, PeopleSoft, Workday
Education
Southern Methodist University - Cox School of Business 1995 — 1999
BBA, Accounting
Alex Gentry's AIM Investments Experience 2000 - 2003
Job Account Manager at Constellation
Industry Events Services
Experience
Constellation September 2007 - Present
AIM Investments 2000 - 2003
Skills
Energy, Salesforce.com, Process Improvement, Project Management, Business Analysis, Strategic Planning, Account Management, New Business Development, Business Process..., Business Development, Contract Negotiation, Analysis, Leadership, Strategy, Risk Management, Management, Forecasting, Cross-functional Team..., System Testing
Education
Baylor University 1990 — 1994
Bachelor of Business Administration (BBA), Economics
Constellation September 2007 - Present
AIM Investments 2000 - 2003
Skills
Energy, Salesforce.com, Process Improvement, Project Management, Business Analysis, Strategic Planning, Account Management, New Business Development, Business Process..., Business Development, Contract Negotiation, Analysis, Leadership, Strategy, Risk Management, Management, Forecasting, Cross-functional Team..., System Testing
Education
Baylor University 1990 — 1994
Bachelor of Business Administration (BBA), Economics
Chad Churchwell's AIM Investments Experience May 2003 - April 2006
Job Analytical, ResultsDriven Customer Service Relationship Manager
Industry Financial Services
Experience
TD Ameritrade Institutional January 2011 - October 2014
TD Ameritrade Institutional August 2008 - January 2011
Overland High School Football 2011 - 2011
Fiserv ISS April 2006 - August 2008
Aim Investments May 2003 - April 2006
INVESCO January 2003 - May 2003
Invesco US November 2000 - January 2003
Invesco US June 2000 - November 2000
Skills
Financial Services, Portfolio Management, Series 63, Asset Managment, Series 7, Investments, 401k, Mutual Funds, Relationship Management, Retirement Planning, Asset Management, Risk Management, Separately Managed..., Securities, Salesforce.com, Customer Satisfaction, Long-term Customer..., CRM, Finance
Education
University of Northern Colorado 1998 — 2000
Bachelor, Finance
Colorado State University 1995 — 1998
General Studies
TD Ameritrade Institutional January 2011 - October 2014
TD Ameritrade Institutional August 2008 - January 2011
Overland High School Football 2011 - 2011
Fiserv ISS April 2006 - August 2008
Aim Investments May 2003 - April 2006
INVESCO January 2003 - May 2003
Invesco US November 2000 - January 2003
Invesco US June 2000 - November 2000
Skills
Financial Services, Portfolio Management, Series 63, Asset Managment, Series 7, Investments, 401k, Mutual Funds, Relationship Management, Retirement Planning, Asset Management, Risk Management, Separately Managed..., Securities, Salesforce.com, Customer Satisfaction, Long-term Customer..., CRM, Finance
Education
University of Northern Colorado 1998 — 2000
Bachelor, Finance
Colorado State University 1995 — 1998
General Studies
Shawna Sheaman's AIM Investments Experience September 1991 - May 2004
Job Director, IT PMO at RE/MAX, LLC
Industry Information Services
Experience
RE/MAX, LLC July 2013 - Present
RE/MAX, LLC October 2010 - Present
RE/MAX International, Inc September 2006 - October 2012
Prestige Real Estate Group August 2004 - September 2006
AIM Investments September 1991 - May 2004
INVESCO Funds Group, Inc. September 1991 - May 2004
INVESCO Funds Group, Inc. September 1991 - May 2004
INVESCO Funds Group, Inc. September 1991 - May 2004
Skills
ITIL, Information Management, Project Management, Records Management, Technical Writing, Technical Support, Technical Documentation, Training, Sales, Real Estate, Mutual Funds, Proxy Statements, Document Imaging, Document Management, Personnel Management, Business Process..., Disaster Recovery, Business Continuity, Help Desk Support, Customer Service, Department Budgeting, Business Workflows, Workflow Software, Process Engineering, Business Process Design, Experienced Business..., Presentations, Information Governance, Board of Director..., Change Management, Requirements Analysis, User Acceptance Testing, Strategic Planning, Financial Services, Process Improvement, Leadership, SharePoint, Business Intelligence, Vendor Management
Education
Aurora Community College 1997 — 1997
Kansas State University 1989 — 1990
Eads High School 1988 — 1989
Garden City High School 1987 — 1988
RE/MAX, LLC July 2013 - Present
RE/MAX, LLC October 2010 - Present
RE/MAX International, Inc September 2006 - October 2012
Prestige Real Estate Group August 2004 - September 2006
AIM Investments September 1991 - May 2004
INVESCO Funds Group, Inc. September 1991 - May 2004
INVESCO Funds Group, Inc. September 1991 - May 2004
INVESCO Funds Group, Inc. September 1991 - May 2004
Skills
ITIL, Information Management, Project Management, Records Management, Technical Writing, Technical Support, Technical Documentation, Training, Sales, Real Estate, Mutual Funds, Proxy Statements, Document Imaging, Document Management, Personnel Management, Business Process..., Disaster Recovery, Business Continuity, Help Desk Support, Customer Service, Department Budgeting, Business Workflows, Workflow Software, Process Engineering, Business Process Design, Experienced Business..., Presentations, Information Governance, Board of Director..., Change Management, Requirements Analysis, User Acceptance Testing, Strategic Planning, Financial Services, Process Improvement, Leadership, SharePoint, Business Intelligence, Vendor Management
Education
Aurora Community College 1997 — 1997
Kansas State University 1989 — 1990
Eads High School 1988 — 1989
Garden City High School 1987 — 1988
Chad Stanfield's AIM Investments Experience 1998 - 2003
Job Senior Tax Accountant
Industry Accounting
Experience
Invesco June 2013 - Present
Joe R. Hoelle, CPA, P.C. January 2009 - June 2013
CiCi's Pizza July 2004 - August 2012
Aim Investments Inc June 1998 - June 2004
A I M 1998 - 2003
AIM Investments 1998 - 2003
Invesco Aim 1998 - 2003
AIM Management 1998 - 2003
AIM 1998 - 2003
Skills
Accounting, Tax, Microsoft Office, Customer Service, Leadership, Real Estate, Payroll, Supervisory Skills, Asset Management, Account Reconciliation, Financial Accounting, Tax Returns, Microsoft Word, Customer Satisfaction, Process Improvement, Financial Reporting, Teamwork, PowerPoint, Income Statement, Management, Strategic Planning, Microsoft Excel, Tax Preparation, Outlook, Fixed Assets, Forecasting, Strategic Financial..., Internal Controls, Financial Services, Risk Management, Due Diligence, Financial Analysis, Mergers & Acquisitions, Business Planning, Tax Accounting, Sales, Corporate Tax, Analysis, Auditing, Budgets, General Ledger, Project Planning, Banking, QuickBooks, Management Consulting, Investments, Coaching, Inventory Management, GAAP, Financial Statements
Education
Angelo State University 2008 — 2012
MPAc, Accounting
Angelo State University 1995 — 1998
B.A., Communications
Invesco June 2013 - Present
Joe R. Hoelle, CPA, P.C. January 2009 - June 2013
CiCi's Pizza July 2004 - August 2012
Aim Investments Inc June 1998 - June 2004
A I M 1998 - 2003
AIM Investments 1998 - 2003
Invesco Aim 1998 - 2003
AIM Management 1998 - 2003
AIM 1998 - 2003
Skills
Accounting, Tax, Microsoft Office, Customer Service, Leadership, Real Estate, Payroll, Supervisory Skills, Asset Management, Account Reconciliation, Financial Accounting, Tax Returns, Microsoft Word, Customer Satisfaction, Process Improvement, Financial Reporting, Teamwork, PowerPoint, Income Statement, Management, Strategic Planning, Microsoft Excel, Tax Preparation, Outlook, Fixed Assets, Forecasting, Strategic Financial..., Internal Controls, Financial Services, Risk Management, Due Diligence, Financial Analysis, Mergers & Acquisitions, Business Planning, Tax Accounting, Sales, Corporate Tax, Analysis, Auditing, Budgets, General Ledger, Project Planning, Banking, QuickBooks, Management Consulting, Investments, Coaching, Inventory Management, GAAP, Financial Statements
Education
Angelo State University 2008 — 2012
MPAc, Accounting
Angelo State University 1995 — 1998
B.A., Communications
Candice Chin's AIM Investments Experience 2005 - 2006
Job Livelink Functional Support Lead
Industry Oil & Energy
Experience
ConocoPhillips November 2013 - Present
Halliburton December 2012 - November 2013
Halliburton January 2007 - December 2012
AIM Investments 2005 - 2006
Shell Information Technology International 1998 - 2004
Baker Hughes Inteq 1996 - 1998
Skills
Business Process..., IT Service Management, ITIL, Business Process, Business Analysis, Analysis, Open Text Livelink, MS Project, Project Management, Requirements Analysis, Livelink
Education
Baylor University
Bachelor of Business Administratio (BBA), Management Information Systems, General
ConocoPhillips November 2013 - Present
Halliburton December 2012 - November 2013
Halliburton January 2007 - December 2012
AIM Investments 2005 - 2006
Shell Information Technology International 1998 - 2004
Baker Hughes Inteq 1996 - 1998
Skills
Business Process..., IT Service Management, ITIL, Business Process, Business Analysis, Analysis, Open Text Livelink, MS Project, Project Management, Requirements Analysis, Livelink
Education
Baylor University
Bachelor of Business Administratio (BBA), Management Information Systems, General
Alita Conoley-Wurzbach's AIM Investments Experience January 2004 - April 2007
Job Realtor at Prudential Anderson Properties
Industry Real Estate
Experience
Prudential Anderson Properties October 2012 - Present
Better Homes and Gardens Real Estate, Gary Greene November 2008 - October 2012
The Museum of Fine Arts, Houston January 2008 - July 2008
AIM Investments January 2004 - April 2007
Bridgeway Software July 2001 - January 2004
Skills
Real Estate
Education
Baylor University 1997 — 2000
BA, Art History
Prudential Anderson Properties October 2012 - Present
Better Homes and Gardens Real Estate, Gary Greene November 2008 - October 2012
The Museum of Fine Arts, Houston January 2008 - July 2008
AIM Investments January 2004 - April 2007
Bridgeway Software July 2001 - January 2004
Skills
Real Estate
Education
Baylor University 1997 — 2000
BA, Art History
Trey Miller, CIMA's AIM Investments Experience August 1999 - May 2006
Job Vice President Southwestern Sales Director at First Eagle Funds
Industry Financial Services
Experience
First Eagle Investment Management February 2009 - Present
Phoenix Investment Partners May 2006 - December 2008
AIM Investments August 1999 - May 2006
Skills
Mutual Funds, Alternative Investments, Asset Management, Series 7, Sales
Education
University of Houston 2002 — 2005
MBA, Finance
Baylor University - Hankamer School of Business 1994 — 1997
BBA, Financial Services and Planning
First Eagle Investment Management February 2009 - Present
Phoenix Investment Partners May 2006 - December 2008
AIM Investments August 1999 - May 2006
Skills
Mutual Funds, Alternative Investments, Asset Management, Series 7, Sales
Education
University of Houston 2002 — 2005
MBA, Finance
Baylor University - Hankamer School of Business 1994 — 1997
BBA, Financial Services and Planning
Bryan Eckelman's AIM Investments Experience October 1998 - 2008
Job Regional VP American Beacon Advisor
Industry Financial Services
Experience
American Beacon Advisors January 2010 - Present
Multi-Funds March 2009 - February 2010
AIM Investments October 1998 - 2008
Invesco Ltd. 1998 - 2008
Skills
Separately Managed..., Mutual Funds, Alternative Investments, ETFs, Sales, Broker-Dealer, Series 63, Series 7, Asset Allocation, Investments, Securities
Education
Elmira College 1975 — 1979
BS, Sociology-Criminal Justice
American Beacon Advisors January 2010 - Present
Multi-Funds March 2009 - February 2010
AIM Investments October 1998 - 2008
Invesco Ltd. 1998 - 2008
Skills
Separately Managed..., Mutual Funds, Alternative Investments, ETFs, Sales, Broker-Dealer, Series 63, Series 7, Asset Allocation, Investments, Securities
Education
Elmira College 1975 — 1979
BS, Sociology-Criminal Justice
Jeff Layn, CIMC, CIMA's AIM Investments Experience January 2001 - August 2005
Job Director: Senior Investment Specialist At ClearBridge Investments, a Legg Mason Company
Industry Financial Services
Experience
ClearBridge Investments June 2008 - Present
Putnam Investments August 2005 - June 2008
AIM Investments January 2001 - August 2005
Franklin Templeton Investments July 1996 - January 2001
Skills
Series 7, Separately Managed..., Equities, Mutual Funds, Investments, Banking, Series 63, Wealth Management, Asset Allocation, Retirement Planning, Alternative Investments, Securities, Series 65, ETFs, Asset Management, Series 24
Education
Texas Tech University - Rawls College of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
California State University-Long Beach 1991 — 1996
BA, Psychology
Becker College 1988 — 1990
Associate of Arts (AA), Business Administration and Management, General
ClearBridge Investments June 2008 - Present
Putnam Investments August 2005 - June 2008
AIM Investments January 2001 - August 2005
Franklin Templeton Investments July 1996 - January 2001
Skills
Series 7, Separately Managed..., Equities, Mutual Funds, Investments, Banking, Series 63, Wealth Management, Asset Allocation, Retirement Planning, Alternative Investments, Securities, Series 65, ETFs, Asset Management, Series 24
Education
Texas Tech University - Rawls College of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
California State University-Long Beach 1991 — 1996
BA, Psychology
Becker College 1988 — 1990
Associate of Arts (AA), Business Administration and Management, General
Laura Tuttle Strickland's AIM Investments Experience April 2006 - August 2007
Job Senior Tax Accountant / CPA Candidate
Industry Financial Services
Experience
Universal Weather and Aviation, Inc. December 2012 - February 2013
Invesco Ltd. March 2011 - December 2012
Invesco Ltd. March 2010 - March 2011
Invesco Ltd. August 2007 - March 2010
AIM Investments April 2006 - August 2007
Houston Casualty Company April 2005 - October 2005
Galtney Enterprises, Inc. February 2004 - April 2005
The Clerkley Watkins Group October 2002 - January 2004
Upper Kirby District 1999 - 2000
Skills
Tax, International Tax, Mutual Funds, Corporate Actions, Tax Research, Tax Return Preparation, Microsoft Office 2007, Accounting, Tax Accounting, Auditing, General Ledger, Corporate Tax, Tax Preparation, Income Tax, Financial Statements
Education
University of Houston-Downtown 2004 — 2007
Bachelor's of Business Adminstration, Accounting, 3.25
Houston Community College 2002 — 2004
Associate of Arts, Pre-Business, 3.2
Robert E. Lee High School 1996 — 1999
High School Diploma
Bronxville High School 1994 — 1996
Universal Weather and Aviation, Inc. December 2012 - February 2013
Invesco Ltd. March 2011 - December 2012
Invesco Ltd. March 2010 - March 2011
Invesco Ltd. August 2007 - March 2010
AIM Investments April 2006 - August 2007
Houston Casualty Company April 2005 - October 2005
Galtney Enterprises, Inc. February 2004 - April 2005
The Clerkley Watkins Group October 2002 - January 2004
Upper Kirby District 1999 - 2000
Skills
Tax, International Tax, Mutual Funds, Corporate Actions, Tax Research, Tax Return Preparation, Microsoft Office 2007, Accounting, Tax Accounting, Auditing, General Ledger, Corporate Tax, Tax Preparation, Income Tax, Financial Statements
Education
University of Houston-Downtown 2004 — 2007
Bachelor's of Business Adminstration, Accounting, 3.25
Houston Community College 2002 — 2004
Associate of Arts, Pre-Business, 3.2
Robert E. Lee High School 1996 — 1999
High School Diploma
Bronxville High School 1994 — 1996
Alan Gray's AIM Investments Experience 1994 - 2004
Job Vice President at Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
Wellesley Investment Advisors, Inc. January 2013 - Present
Access Distribution Partners, LLC January 2012 - January 2013
Piedmont Capital Distributors October 2010 - January 2012
Alan Gray Financial Services March 2009 - January 2012
Lincoln Financial Distributors 2007 - 2009
FFB Equity Parnters 2004 - 2007
AIM Investments 1994 - 2004
Invesco Ltd. 1994 - 2004
Alliance Capital Management 1989 - 1992
Balcor American Express 1976 - 1986
Skills
Mutual Funds, Asset Management, Separately Managed..., Financial Advisory, Fixed Annuities, Asset Managment, Series 63, Alternative Investments, Investments, Series 7, Asset Allocation, Financial Services, Investment Management, Team Building, Investment Advisory, Series 6, FINRA, Financial Planners, Wealth, Equities, Fixed Income, Series 24, Portfolio Management, Securities, 401k, ETFs, Series 65, IRAs, High Net Worth..., Wealth Management..., Retirement, Retirement Planning, Wealth Management, Public Speaking, Real Estate, Investment Strategies, Investment Properties, Selling, Variable Annuities, Bonds, Annuity, Hedge Funds, Pensions, Wholesaling, Annuities, Insurance, Series 66, Sales Management, Consultative Selling, Real Estate Investment
Education
Southern Illinois University, Carbondale 1969 — 1973
BS, Accounting
Wellesley Investment Advisors, Inc. January 2013 - Present
Access Distribution Partners, LLC January 2012 - January 2013
Piedmont Capital Distributors October 2010 - January 2012
Alan Gray Financial Services March 2009 - January 2012
Lincoln Financial Distributors 2007 - 2009
FFB Equity Parnters 2004 - 2007
AIM Investments 1994 - 2004
Invesco Ltd. 1994 - 2004
Alliance Capital Management 1989 - 1992
Balcor American Express 1976 - 1986
Skills
Mutual Funds, Asset Management, Separately Managed..., Financial Advisory, Fixed Annuities, Asset Managment, Series 63, Alternative Investments, Investments, Series 7, Asset Allocation, Financial Services, Investment Management, Team Building, Investment Advisory, Series 6, FINRA, Financial Planners, Wealth, Equities, Fixed Income, Series 24, Portfolio Management, Securities, 401k, ETFs, Series 65, IRAs, High Net Worth..., Wealth Management..., Retirement, Retirement Planning, Wealth Management, Public Speaking, Real Estate, Investment Strategies, Investment Properties, Selling, Variable Annuities, Bonds, Annuity, Hedge Funds, Pensions, Wholesaling, Annuities, Insurance, Series 66, Sales Management, Consultative Selling, Real Estate Investment
Education
Southern Illinois University, Carbondale 1969 — 1973
BS, Accounting
Jeff Davison's AIM Investments Experience 1995 - 1998
Job Regional Director at Principal Funds
Industry Financial Services
Experience
Principal Funds October 2011 - Present
Delaware Investments, a member of the Macquarie Group February 2007 - September 2011
AXA Enterprise November 1998 - February 2007
Enterprise Capital 1998 - 2007
Enterprise Capital Management 1998 - 2007
Invesco Aim November 1995 - November 1998
AIM Investments 1995 - 1998
Education
Baylor University - Hankamer School of Business 1990 — 1994
BBA, Finance
Principal Funds October 2011 - Present
Delaware Investments, a member of the Macquarie Group February 2007 - September 2011
AXA Enterprise November 1998 - February 2007
Enterprise Capital 1998 - 2007
Enterprise Capital Management 1998 - 2007
Invesco Aim November 1995 - November 1998
AIM Investments 1995 - 1998
Education
Baylor University - Hankamer School of Business 1990 — 1994
BBA, Finance
Kevin Cronin, CFA's AIM Investments Experience June 2002 - January 2007
Job Managing Director, Global Head of Trading, Invesco Ltd
Industry Financial Services
Experience
Invesco 2007 - Present
AIM Investments June 2002 - January 2007
AIM Investments March 1997 - June 2004
Skills
Equity Trading, Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
MBA, Finance, Accounting
Indiana University Bloomington 1983 — 1987
BA, Psychology, Economics
Invesco 2007 - Present
AIM Investments June 2002 - January 2007
AIM Investments March 1997 - June 2004
Skills
Equity Trading, Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
MBA, Finance, Accounting
Indiana University Bloomington 1983 — 1987
BA, Psychology, Economics
Emily Behrmann's AIM Investments Experience 1997 - 2000
Job Realtor and Managing Director at New Wave Real Estate
Industry Real Estate
Experience
New Wave Real Estate May 2006 - Present
Arbo Unie 2001 - 2005
PriceWaterhouseCoopers 2000 - 2001
AIM Investments 1997 - 2000
Skills
Change Management, Team Building, Real Estate, Management Consulting, Negotiation, Residential Homes, Operations Management, Property Management, Contract Management, Coaching, Business Strategy, Organizational..., Investment Properties, Management, Sales Management, Contract Negotiation, Budgets, Project Planning, Customer Service, Financial Analysis, Mergers & Acquisitions, Facilities Management, Marketing, Sales
Education
1994 — 1998
Facility Management, Facilitair Management
New Wave Real Estate May 2006 - Present
Arbo Unie 2001 - 2005
PriceWaterhouseCoopers 2000 - 2001
AIM Investments 1997 - 2000
Skills
Change Management, Team Building, Real Estate, Management Consulting, Negotiation, Residential Homes, Operations Management, Property Management, Contract Management, Coaching, Business Strategy, Organizational..., Investment Properties, Management, Sales Management, Contract Negotiation, Budgets, Project Planning, Customer Service, Financial Analysis, Mergers & Acquisitions, Facilities Management, Marketing, Sales
Education
1994 — 1998
Facility Management, Facilitair Management
Daniele Plumber's AIM Investments Experience February 2000 - June 2001
Job Independent Newspaper Carrier at Houston Chronicle
Industry Newspapers
Experience
Houston Chronicle October 2013 - Present
Michaels Arts and Crafts September 2013 - April 2014
Houston Chronicle August 2011 - July 2013
Marco Coneo, Inc. August 2009 - August 2011
D & S Distributing August 1999 - August 2009
Jackson Hewitt tax Service Inc. January 2002 - April 2006
AIM Investments February 2000 - June 2001
Lufkin Memorial Hospital March 1998 - May 1999
Southland Rehabilitation And Healthcare Center January 1997 - May 1999
Skills
Editing, Newspapers, Journalism, Research, Social Media, Public Relations, Microsoft Office, Advertising, Storytelling, Copy Editing, Creative Writing, Public Speaking, Microsoft Excel, English, Customer Service, Event Management, Teaching, Microsoft Word, PowerPoint, Photoshop, Books
Education
San Jacinto College 2013 — 2013
Certification, EKG Tech
Angelina College 1994 — 1997
Nursing Aide Certification, Practical Nursing, Vocational Nursing and Nursing Assistants
Houston Chronicle October 2013 - Present
Michaels Arts and Crafts September 2013 - April 2014
Houston Chronicle August 2011 - July 2013
Marco Coneo, Inc. August 2009 - August 2011
D & S Distributing August 1999 - August 2009
Jackson Hewitt tax Service Inc. January 2002 - April 2006
AIM Investments February 2000 - June 2001
Lufkin Memorial Hospital March 1998 - May 1999
Southland Rehabilitation And Healthcare Center January 1997 - May 1999
Skills
Editing, Newspapers, Journalism, Research, Social Media, Public Relations, Microsoft Office, Advertising, Storytelling, Copy Editing, Creative Writing, Public Speaking, Microsoft Excel, English, Customer Service, Event Management, Teaching, Microsoft Word, PowerPoint, Photoshop, Books
Education
San Jacinto College 2013 — 2013
Certification, EKG Tech
Angelina College 1994 — 1997
Nursing Aide Certification, Practical Nursing, Vocational Nursing and Nursing Assistants
Mary Kay Coleman's AIM Investments Experience 1995 - 2003
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
AIM Investments 1995 - 2003
Transamerica Funds 1986 - 1994
Skills
Investments, Asset Managment, Mutual Funds, Marketing, Digital Marketing, Project Management, Marketing Communications, Event Management, Investment Management, Marketing Strategy, Strategy, Asset Management, Series 7, Social Media, Series 63, Wealth Management, Email Marketing, Series 6, Event Planning, Alternative Investments, Equities, Hedge Funds, Advertising, Strategic Planning, Integrated Marketing, Portfolio Management, Public Speaking, Social Networking, Asset Allocation, Public Relations, Competitive Analysis, Media Relations, Social Media Marketing
Education
Southern Methodist University
AIM Investments 1995 - 2003
Transamerica Funds 1986 - 1994
Skills
Investments, Asset Managment, Mutual Funds, Marketing, Digital Marketing, Project Management, Marketing Communications, Event Management, Investment Management, Marketing Strategy, Strategy, Asset Management, Series 7, Social Media, Series 63, Wealth Management, Email Marketing, Series 6, Event Planning, Alternative Investments, Equities, Hedge Funds, Advertising, Strategic Planning, Integrated Marketing, Portfolio Management, Public Speaking, Social Networking, Asset Allocation, Public Relations, Competitive Analysis, Media Relations, Social Media Marketing
Education
Southern Methodist University
Abbott Sprague's AIM Investments Experience 1980 - 2001
Job Managing Partner at CCM Opportunistic Advisors
Industry Financial Services
Experience
CCM Opportunistic Advisors December 2011 - Present
Kanaly Trust Company November 2008 - November 2011
AIM Managment Group Inc February 1980 - September 2001
AMVESCAP PLC 1997 - 2001
AIM Investments 1980 - 2001
Skills
Equities, Risk Management, Series 7, Mutual Funds, Investment Management, Alternative Investments, Wealth Management, Investments, Strategic Planning, Portfolio Management, Investment Strategies, Asset Management, Asset Managment, Management, Securities Regulation, Securities, Investment Advisory, Asset Allocation, Hedge Funds, Private Equity
Education
Bowdoin College 1973 — 1977
AB., History/Archeaology
Tabor Academy 73' 1969 — 1973
High School
CCM Opportunistic Advisors December 2011 - Present
Kanaly Trust Company November 2008 - November 2011
AIM Managment Group Inc February 1980 - September 2001
AMVESCAP PLC 1997 - 2001
AIM Investments 1980 - 2001
Skills
Equities, Risk Management, Series 7, Mutual Funds, Investment Management, Alternative Investments, Wealth Management, Investments, Strategic Planning, Portfolio Management, Investment Strategies, Asset Management, Asset Managment, Management, Securities Regulation, Securities, Investment Advisory, Asset Allocation, Hedge Funds, Private Equity
Education
Bowdoin College 1973 — 1977
AB., History/Archeaology
Tabor Academy 73' 1969 — 1973
High School
Jarred Stewart's AIM Investments Experience May 2006 - September 2007
Job SharePoint SME
Industry Oil & Energy
Experience
Eni (Duff and Phelps) February 2015 - March 2015
ConocoPhillips May 2012 - September 2014
GDF Suez NA November 2011 - January 2012
Petroleum Geo Services May 2011 - October 2011
ExxonMobil July 2010 - May 2011
Archer Daniels Midland February 2010 - June 2010
EMS September 2007 - August 2009
AIM Investments May 2006 - September 2007
Network Services August 2005 - May 2006
RCM Technologies June 2005 - August 2005
Skills
SharePoint, Windows Server, Active Directory, SharePoint Designer, Microsoft Office..., Microsoft Exchange, InfoPath, Powershell, VMware, IIS, Troubleshooting, SCCM, Microsoft SQL Server, Citrix, ITIL, Hyper-V, VPN, SQL, Networking, Servers, Software Installation, Integration, SharePoint Server
Education
Kaplan University 2005 — 2007
BS, Information Systems/Network Administration
Kaplan University 2005 — 2007
Bachelor of Science, Information Technology, Information Technology/Network Administration
Eni (Duff and Phelps) February 2015 - March 2015
ConocoPhillips May 2012 - September 2014
GDF Suez NA November 2011 - January 2012
Petroleum Geo Services May 2011 - October 2011
ExxonMobil July 2010 - May 2011
Archer Daniels Midland February 2010 - June 2010
EMS September 2007 - August 2009
AIM Investments May 2006 - September 2007
Network Services August 2005 - May 2006
RCM Technologies June 2005 - August 2005
Skills
SharePoint, Windows Server, Active Directory, SharePoint Designer, Microsoft Office..., Microsoft Exchange, InfoPath, Powershell, VMware, IIS, Troubleshooting, SCCM, Microsoft SQL Server, Citrix, ITIL, Hyper-V, VPN, SQL, Networking, Servers, Software Installation, Integration, SharePoint Server
Education
Kaplan University 2005 — 2007
BS, Information Systems/Network Administration
Kaplan University 2005 — 2007
Bachelor of Science, Information Technology, Information Technology/Network Administration
David Albrecht's AIM Investments Experience January 2003 - January 2005
Job Investment Services Associate I
Industry Banking
Experience
JPMorgan Chase & Co. July 2014 - Present
BBVA Compass April 2013 - July 2014
JPMorgan Chase May 2005 - March 2013
Chase Bank January 2005 - March 2013
AIM Investments January 2003 - January 2005
Wells Fargo Bank January 2003 - March 2003
Citibank NA January 1999 - January 2002
Education
Our Lady of the Lake University 2010 — 2011
none, Business Management
Our Lady of the Lake University 2009 — 2011
Business Management
JPMorgan Chase & Co. July 2014 - Present
BBVA Compass April 2013 - July 2014
JPMorgan Chase May 2005 - March 2013
Chase Bank January 2005 - March 2013
AIM Investments January 2003 - January 2005
Wells Fargo Bank January 2003 - March 2003
Citibank NA January 1999 - January 2002
Education
Our Lady of the Lake University 2010 — 2011
none, Business Management
Our Lady of the Lake University 2009 — 2011
Business Management
Elizabet Garza's AIM Investments Experience January 2006 - April 2006
Job Payroll Specialist at Pannell Kerr Forster of Texas, P.C.
Industry Accounting
Experience
PKF Texas May 2015 - Present
BDO USA, LLP January 2015 - April 2015
BDO USA, LLP December 2014 - January 2015
UHY Advisors TX, LLC January 2008 - December 2014
UHY Advisors TX, LLC January 2008 - October 2008
UHY Advisors TX, LLC February 2007 - January 2008
UHY Advisors TX, LLC formerly Mann, Frankfort, Stein & Lipp April 2006 - February 2007
Aim Investments January 2006 - April 2006
Aegis Mortgage Corporation September 2004 - January 2006
Redstone Golf Management April 2002 - September 2004
Skills
Payroll, PeopleSoft, HRIS, ADP Payroll, Employee Benefits, Recruiting, Access, Ultipro, Cognos, Crystal Reports, Word, Business Intelligence, Benefit Administration, Microsoft Office, Excel, PowerPoint, Outlook, Accounting, Benefits Administration, Human Resources, Microsoft Excel, Microsoft Word, New Hire Orientations
Education
University of Houston-Downtown 2009 — 2015
Bachelor's of Arts, English
Houston Community College 1993 — 2009
Associate in Arts
Charles H. Milby High School 1991 — 1993
Advanced Diploma
South Houston High School 1989 — 1991
PKF Texas May 2015 - Present
BDO USA, LLP January 2015 - April 2015
BDO USA, LLP December 2014 - January 2015
UHY Advisors TX, LLC January 2008 - December 2014
UHY Advisors TX, LLC January 2008 - October 2008
UHY Advisors TX, LLC February 2007 - January 2008
UHY Advisors TX, LLC formerly Mann, Frankfort, Stein & Lipp April 2006 - February 2007
Aim Investments January 2006 - April 2006
Aegis Mortgage Corporation September 2004 - January 2006
Redstone Golf Management April 2002 - September 2004
Skills
Payroll, PeopleSoft, HRIS, ADP Payroll, Employee Benefits, Recruiting, Access, Ultipro, Cognos, Crystal Reports, Word, Business Intelligence, Benefit Administration, Microsoft Office, Excel, PowerPoint, Outlook, Accounting, Benefits Administration, Human Resources, Microsoft Excel, Microsoft Word, New Hire Orientations
Education
University of Houston-Downtown 2009 — 2015
Bachelor's of Arts, English
Houston Community College 1993 — 2009
Associate in Arts
Charles H. Milby High School 1991 — 1993
Advanced Diploma
South Houston High School 1989 — 1991
Anne Levy, CISA's AIM Investments Experience February 2006 - December 2009
Job Information Governance Manager at Novartis
Industry Medical Devices
Experience
Novartis March 2015 - Present
Invesco Ltd. January 2012 - Present
Invesco January 2010 - December 2011
AIM Investments February 2006 - December 2009
AIM investments January 2005 - February 2006
AIM Investments January 1998 - August 2000
MCI Corporation June 1989 - May 1996
Skills
Information Technology, Asset Managment, IT Risk Management, Identity Management, Database Monitoring, Asset Management, Sarbanes-Oxley Act, Governance, Internal Controls, Management, Analysis, Information Security, Risk Management, Business Analysis, Budgets, COBIT, IT Management, IT Audit, Enterprise Risk..., Integration, SDLC
Education
L.S.U.
Bachelor of Arts (B.A.), Journalism
Novartis March 2015 - Present
Invesco Ltd. January 2012 - Present
Invesco January 2010 - December 2011
AIM Investments February 2006 - December 2009
AIM investments January 2005 - February 2006
AIM Investments January 1998 - August 2000
MCI Corporation June 1989 - May 1996
Skills
Information Technology, Asset Managment, IT Risk Management, Identity Management, Database Monitoring, Asset Management, Sarbanes-Oxley Act, Governance, Internal Controls, Management, Analysis, Information Security, Risk Management, Business Analysis, Budgets, COBIT, IT Management, IT Audit, Enterprise Risk..., Integration, SDLC
Education
L.S.U.
Bachelor of Arts (B.A.), Journalism
Latrice Hughes's AIM Investments Experience January 2001 - March 2008
Job Legal Secretary at Invesco
Industry Financial Services
Experience
Invesco 2008 - Present
AIM Investments January 2001 - March 2008
Skills
Mutual Funds, Securities, Investments, Financial Services, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Portfolio Management, Equities, Asset Management, Customer Service, Hedge Funds
Education
North Carolina Agricultural and Technical State University
Business Administration, Marketing
Tabb High School
Invesco 2008 - Present
AIM Investments January 2001 - March 2008
Skills
Mutual Funds, Securities, Investments, Financial Services, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Portfolio Management, Equities, Asset Management, Customer Service, Hedge Funds
Education
North Carolina Agricultural and Technical State University
Business Administration, Marketing
Tabb High School
Charles Scavone's AIM Investments Experience April 1996 - March 2000
Job Portfolio Manager at Scavone Family Office
Industry Investment Management
Experience
Scavone Family Office July 2013 - Present
Patriot Wealth Management, Inc. March 2009 - June 2013
Rock Ridge Capital, LP January 2005 - February 2009
AIM Alternative Asset Managers, LP March 2000 - December 2004
AIM Investments April 1996 - March 2000
Van Kampen American Capital Asset Management January 1994 - March 1996
Texas Commerce Investment Management Company December 1991 - December 1993
Texas Commerce Investment Management Company November 1988 - December 1991
Skills
Asset Management, Alternative Investments, Hedge Funds, Investments, Asset Allocation, Equities, Portfolio Management, Investment Management, Investment Strategies, Fixed Income, Private Equity, Mutual Funds, Wealth Management, Valuation, Investment Advisory
Education
University of Houston, C.T. Bauer College of Business 1987 — 1988
Master of Business Administration (MBA), Finance, General
Southeastern Louisiana University 1980 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General
Scavone Family Office July 2013 - Present
Patriot Wealth Management, Inc. March 2009 - June 2013
Rock Ridge Capital, LP January 2005 - February 2009
AIM Alternative Asset Managers, LP March 2000 - December 2004
AIM Investments April 1996 - March 2000
Van Kampen American Capital Asset Management January 1994 - March 1996
Texas Commerce Investment Management Company December 1991 - December 1993
Texas Commerce Investment Management Company November 1988 - December 1991
Skills
Asset Management, Alternative Investments, Hedge Funds, Investments, Asset Allocation, Equities, Portfolio Management, Investment Management, Investment Strategies, Fixed Income, Private Equity, Mutual Funds, Wealth Management, Valuation, Investment Advisory
Education
University of Houston, C.T. Bauer College of Business 1987 — 1988
Master of Business Administration (MBA), Finance, General
Southeastern Louisiana University 1980 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General
Renee Crain's AIM Investments Experience May 1996 - November 2007
Job Substitute teacher at CyFair ISD
Industry Primary/Secondary Education
Experience
Cy-Fair ISD August 2010 - Present
AIM Investments May 1996 - November 2007
Education
Louisiana State University
Cy-Fair ISD August 2010 - Present
AIM Investments May 1996 - November 2007
Education
Louisiana State University
Matt Muirbrook's AIM Investments Experience September 2003 - November 2005
Job Implementation Analyst at Empower Retirement
Industry Financial Services
Experience
Empower Retirement April 2013 - Present
Alps Fund Services December 2009 - March 2013
Alps Fund Services July 2007 - November 2009
AIM Investments September 2003 - November 2005
Skills
Mutual Funds, Finance, Financial Services, Securities, Series 6, Investments, Bloomberg, Equities, Financial Analysis, Financial Reporting, Customer Service, Business Analysis, Risk Management, Trading, 401k, Qualified Retirement..., Retirement Planning, college track and field, Sports
Education
University of Colorado 2001 — 2003
Bachelors Degree, 2003; Communication
Saddleback College 1998 — 2000
University of Colorado
Bachelors Degree, Communication
Empower Retirement April 2013 - Present
Alps Fund Services December 2009 - March 2013
Alps Fund Services July 2007 - November 2009
AIM Investments September 2003 - November 2005
Skills
Mutual Funds, Finance, Financial Services, Securities, Series 6, Investments, Bloomberg, Equities, Financial Analysis, Financial Reporting, Customer Service, Business Analysis, Risk Management, Trading, 401k, Qualified Retirement..., Retirement Planning, college track and field, Sports
Education
University of Colorado 2001 — 2003
Bachelors Degree, 2003; Communication
Saddleback College 1998 — 2000
University of Colorado
Bachelors Degree, Communication
Karen Crenshaw's AIM Investments Experience 1998 - 2003
Job International Flight Attendant
Industry Airlines/Aviation
Experience
Johnson Controls - Straub Clinic & Hospital April 2012 - April 2013
Johnson Controls 2009 - 2013
Johnson Controls April 2009 - April 2012
Dynamex March 2008 - March 2009
U. S. Trust, Bank of America Private Wealth Management December 2006 - March 2008
AIM Investments 1998 - 2003
AIM Investments 1998 - 2003
AIM Investments Plc 1998 - 2003
AIM Investments Plc 1998 - 2003
Skills
Accounts Payable, Project Planning, Project Management, Process Scheduler, Customer Service, Payroll, Management, Risk Management, MS Project, Human Resources, Operations Management, Team Building, Strategic Planning, Budgets, Team Leadership, Employee Relations, Training, Microsoft Excel, Microsoft Project
Education
Deer Park High School 1985 — 1989
Basic Diploma
San Jacinto College
Business Administration and Management, General
Johnson Controls - Straub Clinic & Hospital April 2012 - April 2013
Johnson Controls 2009 - 2013
Johnson Controls April 2009 - April 2012
Dynamex March 2008 - March 2009
U. S. Trust, Bank of America Private Wealth Management December 2006 - March 2008
AIM Investments 1998 - 2003
AIM Investments 1998 - 2003
AIM Investments Plc 1998 - 2003
AIM Investments Plc 1998 - 2003
Skills
Accounts Payable, Project Planning, Project Management, Process Scheduler, Customer Service, Payroll, Management, Risk Management, MS Project, Human Resources, Operations Management, Team Building, Strategic Planning, Budgets, Team Leadership, Employee Relations, Training, Microsoft Excel, Microsoft Project
Education
Deer Park High School 1985 — 1989
Basic Diploma
San Jacinto College
Business Administration and Management, General
Diane Sam McCormick's AIM Investments Experience 2000 - 2003
Job DBA/System Admin at UTMB
Industry Hospital & Health Care
Experience
UTMB 2005 - Present
AIM Investments 2000 - 2003
Galveston College 1988 - 2000
Skills
PeopleSoft, Linux, Network Architecture, Network Administration, Network Design, Tuxedo, Portals, Oracle RAC, Database Administration, Firewalls, Weblogic Administration, NetApp Filers, Windows Server, Storage Management, VMware Infrastructure, Databases, Microsoft SQL Server, Integration, Unix, Disaster Recovery, SQL, ITIL, Servers, Software Documentation, Operating Systems, Peopl, Oracle, STAT, LINU
Education
Galveston College
Associate of Arts and Sciences (AAS), Information Technology
The University of Texas Medical Branch at Galveston
BS, Health/Health Care Administration/Management
UTMB 2005 - Present
AIM Investments 2000 - 2003
Galveston College 1988 - 2000
Skills
PeopleSoft, Linux, Network Architecture, Network Administration, Network Design, Tuxedo, Portals, Oracle RAC, Database Administration, Firewalls, Weblogic Administration, NetApp Filers, Windows Server, Storage Management, VMware Infrastructure, Databases, Microsoft SQL Server, Integration, Unix, Disaster Recovery, SQL, ITIL, Servers, Software Documentation, Operating Systems, Peopl, Oracle, STAT, LINU
Education
Galveston College
Associate of Arts and Sciences (AAS), Information Technology
The University of Texas Medical Branch at Galveston
BS, Health/Health Care Administration/Management
Jason Stupak's AIM Investments Experience October 1996 - January 2004
Job Senior Regional Marketing Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2004 - Present
AIM Investments October 1996 - January 2004
Planco Financial Services February 1993 - October 1996
Skills
Management, Series 6, Marketing, Series 63, 401k, Series 7, Leadership, Mutual Funds, Fixed Annuities, Retirement Planning, Sales, Life Insurance, Financial Services, Retirement, Investments
Education
Penn State University 1987 — 1990
Bachelor's Degree
Lincoln Financial Group January 2004 - Present
AIM Investments October 1996 - January 2004
Planco Financial Services February 1993 - October 1996
Skills
Management, Series 6, Marketing, Series 63, 401k, Series 7, Leadership, Mutual Funds, Fixed Annuities, Retirement Planning, Sales, Life Insurance, Financial Services, Retirement, Investments
Education
Penn State University 1987 — 1990
Bachelor's Degree
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY