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
David Tencer David Tencer's AIM Investments Experience October 2005 - January 2007
Job Spanish Teacher
Industry Education Management
Experience
Monarch High School September 2015 - Present
Stanley British Primary School January 2014 - August 2015
American Cancer Society August 2011 - June 2012
Transamerica Investments January 2007 - August 2010
Aim Investments October 2005 - January 2007
Aerotek April 2005 - October 2005
Skills
Event Planning, Fundraising, Account Management, Customer Service, Recruiting, Public Speaking, Marketing, Sales, Cold Calling, Mutual Funds, Microsoft Office, Marketing Strategy, Nonprofits, Sales Management, Volunteer Management, Community Outreach, Social Networking
Education
University of Colorado Boulder 2015 — 2018
Master of Arts (MA), Culturally & Linguistically Diverse Education
Metropolitan State University of Denver 2012 — 2014
BA, Spanish with K-12 Teacher Licensure
Colorado State University 2000 — 2005
Bachelor of Arts (B.A.), Speech Communication
Monarch High School September 2015 - Present
Stanley British Primary School January 2014 - August 2015
American Cancer Society August 2011 - June 2012
Transamerica Investments January 2007 - August 2010
Aim Investments October 2005 - January 2007
Aerotek April 2005 - October 2005
Skills
Event Planning, Fundraising, Account Management, Customer Service, Recruiting, Public Speaking, Marketing, Sales, Cold Calling, Mutual Funds, Microsoft Office, Marketing Strategy, Nonprofits, Sales Management, Volunteer Management, Community Outreach, Social Networking
Education
University of Colorado Boulder 2015 — 2018
Master of Arts (MA), Culturally & Linguistically Diverse Education
Metropolitan State University of Denver 2012 — 2014
BA, Spanish with K-12 Teacher Licensure
Colorado State University 2000 — 2005
Bachelor of Arts (B.A.), Speech Communication
Valerie Brennan Valerie Brennan's AIM Investments Experience March 1994 - June 2006
Job Seeking parttime opportunity
Industry Financial Services
Experience
Invesco June 2013 - June 2014
Invesco Ltd. December 2011 - June 2013
Cobb Retirement Solutions December 2010 - November 2011
Invesco Ltd. April 2010 - November 2010
AIM Investments March 1994 - June 2006
Skills
Project Management, Relationship Management, Marketing Communications, Product Marketing, Business Development, Mutual Funds, Financial Services, Contract Negotiation, Sales Contracts, Databases, Retirement Planning, Customer Service, Brand Awareness, Sales Process, Proposal Writing, Editing, RFP, Institutional...
Education
The University of Texas at Austin 1990 — 1994
BBA, Marketing
Stratford High School 1986 — 1990
Invesco June 2013 - June 2014
Invesco Ltd. December 2011 - June 2013
Cobb Retirement Solutions December 2010 - November 2011
Invesco Ltd. April 2010 - November 2010
AIM Investments March 1994 - June 2006
Skills
Project Management, Relationship Management, Marketing Communications, Product Marketing, Business Development, Mutual Funds, Financial Services, Contract Negotiation, Sales Contracts, Databases, Retirement Planning, Customer Service, Brand Awareness, Sales Process, Proposal Writing, Editing, RFP, Institutional...
Education
The University of Texas at Austin 1990 — 1994
BBA, Marketing
Stratford High School 1986 — 1990
Shannon Harkins Morton, CFA's AIM Investments Experience 1994 - 2007
Job Director, Global Investment Strategist at BlackRock
Industry Investment Management
Experience
BlackRock October 2014 - Present
BlackRock August 2013 - Present
Covariance Capital Management February 2011 - August 2013
AllianceBernstein 2007 - 2009
AIM Investments 1994 - 2007
Education
The University of Texas at Austin 1990 — 1994
BBA, Finance / Spanish
The University of Salamanca, Spain 1993 — 1993
Spanish
BlackRock October 2014 - Present
BlackRock August 2013 - Present
Covariance Capital Management February 2011 - August 2013
AllianceBernstein 2007 - 2009
AIM Investments 1994 - 2007
Education
The University of Texas at Austin 1990 — 1994
BBA, Finance / Spanish
The University of Salamanca, Spain 1993 — 1993
Spanish
Phil Ciulla Phil Ciulla's AIM Investments Experience February 2000 - Present
Job VP, Senior National Account Manager at Invesco
Industry Investment Management
Experience
AIM Investments February 2000 - Present
Invesco Ltd. 2000 - Present
Van Kampen Investments January 1994 - February 2000
Education
University of Houston Law Center 1993 — 1995
Law
University of Houston 1987 — 1991
AIM Investments February 2000 - Present
Invesco Ltd. 2000 - Present
Van Kampen Investments January 1994 - February 2000
Education
University of Houston Law Center 1993 — 1995
Law
University of Houston 1987 — 1991
Christi Dunn's AIM Investments Experience 1998 - 2005
Job Internal Communications Manager
Industry Utilities
Experience
Spectra Energy May 2013 - Present
Spectra Energy February 2011 - May 2013
Dynegy May 2007 - February 2011
AIM Investments 1998 - 2005
Arkansas Democrat-Gazette August 1993 - September 1995
San Diego Business Journal August 1990 - May 1993
San Antonio Business Journal August 1987 - July 1988
Skills
Corporate Communications, Marketing Communications, Public Relations, Internal Communications, Editing, Event Management, Project Management, Process Improvement, Management, Creative Direction, Community Outreach, Public Affairs, Employee Engagement, Content Development, Publications, Marketing, Crisis Communications, Strategic Communications, Leadership, Social Networking, Journalism, Program Management, Advertising, Press Releases, Copy Editing, Blogging
Education
Trinity University 1981 — 1985
Bachelor of Arts (B.A.), English
Spectra Energy May 2013 - Present
Spectra Energy February 2011 - May 2013
Dynegy May 2007 - February 2011
AIM Investments 1998 - 2005
Arkansas Democrat-Gazette August 1993 - September 1995
San Diego Business Journal August 1990 - May 1993
San Antonio Business Journal August 1987 - July 1988
Skills
Corporate Communications, Marketing Communications, Public Relations, Internal Communications, Editing, Event Management, Project Management, Process Improvement, Management, Creative Direction, Community Outreach, Public Affairs, Employee Engagement, Content Development, Publications, Marketing, Crisis Communications, Strategic Communications, Leadership, Social Networking, Journalism, Program Management, Advertising, Press Releases, Copy Editing, Blogging
Education
Trinity University 1981 — 1985
Bachelor of Arts (B.A.), English
Trey Wilkinson, CIMA Trey Wilkinson, CIMA's AIM Investments Experience December 1996 - April 2003
Job Trinity Legacy Partners, LLC
Industry Investment Management
Experience
Trinity Legacy Partners, LLC September 2011 - Present
CSN Houston television network October 2010 - Present
Major League Baseball April 2001 - Present
AT&T Cotton Bowl Classic 1994 - Present
Houston Cougars Stats Crew 1992 - Present
Select Asset Management September 2009 - July 2011
U.S. Trust, Bank of America Private Wealth Management February 2006 - August 2009
The Private Bank at Bank of America April 2003 - February 2006
AIM Investments December 1996 - April 2003
Houston Astros Baseball Club 1994 - 1996
Skills
Alternative Investments, Investments, Asset Managment, Mutual Funds, Portfolio Management
Education
University of Houston, C.T. Bauer College of Business 1999 — 2002
MBA, Finance with concentration in Investment Management
University of Houston, C.T. Bauer College of Business 1988 — 1992
BBA, Marketing
Trinity Legacy Partners, LLC September 2011 - Present
CSN Houston television network October 2010 - Present
Major League Baseball April 2001 - Present
AT&T Cotton Bowl Classic 1994 - Present
Houston Cougars Stats Crew 1992 - Present
Select Asset Management September 2009 - July 2011
U.S. Trust, Bank of America Private Wealth Management February 2006 - August 2009
The Private Bank at Bank of America April 2003 - February 2006
AIM Investments December 1996 - April 2003
Houston Astros Baseball Club 1994 - 1996
Skills
Alternative Investments, Investments, Asset Managment, Mutual Funds, Portfolio Management
Education
University of Houston, C.T. Bauer College of Business 1999 — 2002
MBA, Finance with concentration in Investment Management
University of Houston, C.T. Bauer College of Business 1988 — 1992
BBA, Marketing
Jason Farrell Jason Farrell's AIM Investments Experience 2000 - 2003
Job Owner / Financial Representative at Farrell Financial
Industry Financial Services
Experience
Farrell Financial February 2010 - Present
Northwestern Mutual Investment Services February 2004 - April 2010
AIM Investments 2000 - 2003
Bank of America May 1998 - August 2000
Skills
Disability Insurance, Long Term Care, Health Insurance, Income Protection, Retirement, Investments, Insurance, Annuities, IRA's, Retirement Planning, Mutual Funds, 401k, Series 6, Employee Benefits, Wealth Accumulation, Asset Allocation, Wealth Management, Term Life Insurance, Insurance Planning, Financial Analysis
Education
Texas State University-San Marcos 1996 — 2000
BBA, Finance
Farrell Financial February 2010 - Present
Northwestern Mutual Investment Services February 2004 - April 2010
AIM Investments 2000 - 2003
Bank of America May 1998 - August 2000
Skills
Disability Insurance, Long Term Care, Health Insurance, Income Protection, Retirement, Investments, Insurance, Annuities, IRA's, Retirement Planning, Mutual Funds, 401k, Series 6, Employee Benefits, Wealth Accumulation, Asset Allocation, Wealth Management, Term Life Insurance, Insurance Planning, Financial Analysis
Education
Texas State University-San Marcos 1996 — 2000
BBA, Finance
Bonnie Kubiak Ponce Bonnie Kubiak Ponce's AIM Investments Experience June 2004 - December 2005
Job Senior HR Consultant, Division Americas Oil & Gas at DNV GL
Industry Human Resources
Experience
DNV GL May 2015 - Present
Det Norske Veritas January 2012 - Present
Det Norske Veritas October 2008 - December 2011
INVESCO January 2006 - October 2008
AIM Investments June 2004 - December 2005
AIM Investments September 2003 - June 2004
AIM Investments June 2000 - September 2003
Feerer & Associates September 1993 - June 2000
Skills
Employee Relations, Human Resources, Employee Benefits, Employee Wellness, ADP Payroll, Onboarding, New Hire Orientations, HR Policies, Expatriate Management, International..., Compensation & Benefit, Performance Management, HRIS, Deferred Compensation, PeopleSoft, Employee Engagement, Applicant Tracking..., Recruiting, Benefits Administration, HR Consulting, LinkedIn Recruiter, Succession Planning, Business Partner Support, College Recruiting, Talent Management, Workforce Planning, Employer Branding, Talent Acquisition, Labor Relations
Education
University of Houston
BBA
St. Pius X High School 1989 — 1993
DNV GL May 2015 - Present
Det Norske Veritas January 2012 - Present
Det Norske Veritas October 2008 - December 2011
INVESCO January 2006 - October 2008
AIM Investments June 2004 - December 2005
AIM Investments September 2003 - June 2004
AIM Investments June 2000 - September 2003
Feerer & Associates September 1993 - June 2000
Skills
Employee Relations, Human Resources, Employee Benefits, Employee Wellness, ADP Payroll, Onboarding, New Hire Orientations, HR Policies, Expatriate Management, International..., Compensation & Benefit, Performance Management, HRIS, Deferred Compensation, PeopleSoft, Employee Engagement, Applicant Tracking..., Recruiting, Benefits Administration, HR Consulting, LinkedIn Recruiter, Succession Planning, Business Partner Support, College Recruiting, Talent Management, Workforce Planning, Employer Branding, Talent Acquisition, Labor Relations
Education
University of Houston
BBA
St. Pius X High School 1989 — 1993
Lucio J. Cantu, CCIM's AIM Investments Experience March 2000 - November 2003
Job Commercial Real Estate Broker
Industry Real Estate
Experience
CCIM San Antonio / South Texas Chapter 2015 - Present
RE/MAX Commercial October 2011 - Present
Association for Corporate Growth 2014 - 2014
Elaine Ludwig Real Estate 2004 - 2011
South Texas Business Fund 2004 - 2010
AIM Investments March 2000 - November 2003
Skills
Sellers, Disposition, Commercial Real Estate, Landlord, Customer Service, Brokerage, Real Estate, Real Estate Development, Investments, Property Management, Leases, Investors, Investment Properties, Real Estate Transactions, Asset Managment, Tenant, Property, Asset Management, Corporate Real Estate, Buyer Representation, Real Estate Economics, Shopping Centers, Landlords
Education
Texas State University 1997 — 1999
Management, Business
Tom C. Clark 1989 — 1992
CCIM San Antonio / South Texas Chapter 2015 - Present
RE/MAX Commercial October 2011 - Present
Association for Corporate Growth 2014 - 2014
Elaine Ludwig Real Estate 2004 - 2011
South Texas Business Fund 2004 - 2010
AIM Investments March 2000 - November 2003
Skills
Sellers, Disposition, Commercial Real Estate, Landlord, Customer Service, Brokerage, Real Estate, Real Estate Development, Investments, Property Management, Leases, Investors, Investment Properties, Real Estate Transactions, Asset Managment, Tenant, Property, Asset Management, Corporate Real Estate, Buyer Representation, Real Estate Economics, Shopping Centers, Landlords
Education
Texas State University 1997 — 1999
Management, Business
Tom C. Clark 1989 — 1992
Christopher L. Perego's AIM Investments Experience August 1999 - December 2005
Job Private Wealth Management
Industry Investment Management
Experience
Sentinel Trust Company, LBA August 2015 - Present
LPL Financial August 2012 - Present
BBVA Compass Wealth Solutions July 2010 - July 2012
Condera Advisors, LLC (Formerly Redstone Consulting) March 2006 - July 2010
AIM INVESTMENTS August 1999 - December 2005
Skills
Portfolio Management, Technology..., Performance Attribution, Portfolio Management..., Series 7, Performance Measurement, Series 65, Series 63, Series 6, Equity Trading, Custom Reporting
Education
Rice University Glasscock School of Continuing Studies 2009 — 2009
CFP, Certified Financial Planner Certification Education Program
Texas State University-San Marcos
BA, Political Science
Sentinel Trust Company, LBA August 2015 - Present
LPL Financial August 2012 - Present
BBVA Compass Wealth Solutions July 2010 - July 2012
Condera Advisors, LLC (Formerly Redstone Consulting) March 2006 - July 2010
AIM INVESTMENTS August 1999 - December 2005
Skills
Portfolio Management, Technology..., Performance Attribution, Portfolio Management..., Series 7, Performance Measurement, Series 65, Series 63, Series 6, Equity Trading, Custom Reporting
Education
Rice University Glasscock School of Continuing Studies 2009 — 2009
CFP, Certified Financial Planner Certification Education Program
Texas State University-San Marcos
BA, Political Science
Chrissy Bennett D'Abaza Chrissy Bennett D'Abaza's AIM Investments Experience 1998 - 2003
Job Senior Account Manager
Industry Staffing and Recruiting
Experience
Clearpoint April 2012 - Present
Triad Resources October 2011 - April 2012
Triad Resources September 2008 - February 2011
Triad Resources November 2004 - September 2008
BP October 2003 - 2004
AIM Investments 1998 - 2003
Skills
Account Development, Recruiting, Sales, Vendor Management, Coaching, Training, Business Strategy, Change Management, Account Management, Project Management, Talent Acquisition, Technical Recruiting, Business Development
Education
Texas Tech University 1994 — 1998
BS, RHIM
Lamar High School
Clearpoint April 2012 - Present
Triad Resources October 2011 - April 2012
Triad Resources September 2008 - February 2011
Triad Resources November 2004 - September 2008
BP October 2003 - 2004
AIM Investments 1998 - 2003
Skills
Account Development, Recruiting, Sales, Vendor Management, Coaching, Training, Business Strategy, Change Management, Account Management, Project Management, Talent Acquisition, Technical Recruiting, Business Development
Education
Texas Tech University 1994 — 1998
BS, RHIM
Lamar High School
Leo J. Peters IV, CIMA® CRC® Leo J. Peters IV, CIMA® CRC®'s AIM Investments Experience July 2003 - October 2004
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company February 2014 - Present
Forethought Financial Group, Inc. August 2013 - February 2014
Prudential Financial January 2013 - August 2013
AllianceBernstein November 2004 - December 2012
AIM Investments July 2003 - October 2004
AIM Investments January 2002 - June 2003
AIM Investments October 1999 - December 2001
AIM Investments July 1998 - September 1999
Van Kampen American Capital January 1997 - July 1998
Van Kampen American Capital July 1995 - December 1996
Skills
Fixed Annuities, Mutual Funds, Variable Annuities, Asset Allocation, Financial Services, 401k, Series 6, Retirement, Retirement Planning, Annuities, Series 7, Series 63
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Arts, Economics
Pacific Life Insurance Company February 2014 - Present
Forethought Financial Group, Inc. August 2013 - February 2014
Prudential Financial January 2013 - August 2013
AllianceBernstein November 2004 - December 2012
AIM Investments July 2003 - October 2004
AIM Investments January 2002 - June 2003
AIM Investments October 1999 - December 2001
AIM Investments July 1998 - September 1999
Van Kampen American Capital January 1997 - July 1998
Van Kampen American Capital July 1995 - December 1996
Skills
Fixed Annuities, Mutual Funds, Variable Annuities, Asset Allocation, Financial Services, 401k, Series 6, Retirement, Retirement Planning, Annuities, Series 7, Series 63
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Arts, Economics
Tu Phan's AIM Investments Experience August 2006 - February 2008
Job Senior Financial Analyst
Industry Hospital & Health Care
Experience
Memorial Hermann Hospital February 2008 - Present
AIM Investments August 2006 - February 2008
Nexus Consulting Services December 2004 - August 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Budget, Contract Management, Vendor Management, Financial Accounting, Microsoft Excel, Mobius, Reuters, Portfolio Management, Investment Portfolio, Lawson General Ledger, EPSI, Athena, Money Market, Managed Funds, Strategic Financial..., Data Mining, Accounts Payable, Accounts Receivable, Account Reconciliation, Data Analysis, Market Analysis, Competitive Analysis, Business Analysis, Problem Solving, Business Development, Business Planning, Business Strategy, New Business Development, Bloomberg Terminal, Portia, Practice Management, Pivot Tables, Data Management, PowerPoint, Lookups, Compensation & Benefit, Operating Expenses, Strategic Planning, Streamlining, Process Improvement, Internal Controls, Strategic Thinking
Education
University of Houston
B.A, Finance
Memorial Hermann Hospital February 2008 - Present
AIM Investments August 2006 - February 2008
Nexus Consulting Services December 2004 - August 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Budget, Contract Management, Vendor Management, Financial Accounting, Microsoft Excel, Mobius, Reuters, Portfolio Management, Investment Portfolio, Lawson General Ledger, EPSI, Athena, Money Market, Managed Funds, Strategic Financial..., Data Mining, Accounts Payable, Accounts Receivable, Account Reconciliation, Data Analysis, Market Analysis, Competitive Analysis, Business Analysis, Problem Solving, Business Development, Business Planning, Business Strategy, New Business Development, Bloomberg Terminal, Portia, Practice Management, Pivot Tables, Data Management, PowerPoint, Lookups, Compensation & Benefit, Operating Expenses, Strategic Planning, Streamlining, Process Improvement, Internal Controls, Strategic Thinking
Education
University of Houston
B.A, Finance
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
Dominick Bencivengo Dominick Bencivengo's AIM Investments Experience January 2000 - June 2004
Job associate relationship manager at AIG
Industry Financial Services
Experience
AIG March 2008 - Present
VALIC March 2008 - Present
AIG March 2008 - Present
Leukemia & Lymphoma Society 2006 - 2009
Invesco Aim January 2000 - March 2008
AIM Management Group, Inc March 2007 - February 2008
AIM Management Group, Inc March 2007 - February 2008
AIM June 2004 - March 2007
AIM Mutual Funds June 2004 - March 2007
AIM Investments January 2000 - June 2004
Skills
Portfolio Management, Insurance, Wealth Management, Relationship Management, Asset Managment, Risk Management, Asset Allocation, Asset Management, Business Planning, Management, Strategy, Marketing, Securities, Retirement Planning, Financial Services, Investments
Education
University of Houston 1995 — 1999
Corporate communications & History
University of Houston
Bachelor of Arts, History
University of Houston
Bachelor of Arts, History
AIG March 2008 - Present
VALIC March 2008 - Present
AIG March 2008 - Present
Leukemia & Lymphoma Society 2006 - 2009
Invesco Aim January 2000 - March 2008
AIM Management Group, Inc March 2007 - February 2008
AIM Management Group, Inc March 2007 - February 2008
AIM June 2004 - March 2007
AIM Mutual Funds June 2004 - March 2007
AIM Investments January 2000 - June 2004
Skills
Portfolio Management, Insurance, Wealth Management, Relationship Management, Asset Managment, Risk Management, Asset Allocation, Asset Management, Business Planning, Management, Strategy, Marketing, Securities, Retirement Planning, Financial Services, Investments
Education
University of Houston 1995 — 1999
Corporate communications & History
University of Houston
Bachelor of Arts, History
University of Houston
Bachelor of Arts, History
Marshall Cobb's AIM Investments Experience May 1994 - April 1997
Job Senior Vice President at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors November 2011 - Present
Cobb Retirement Solutions, LLC July 2003 - November 2011
Prudential Investments April 1997 - October 2000
AIM Investments May 1994 - April 1997
Skills
Expert Witness, Fiduciary Oversight, Request for Proposal, Investment Advisory, Employee Education, Stable Value Review and...
Education
The University of Texas at Austin 1986 — 1990
B.S in Communications, Communications
CAPTRUST Financial Advisors November 2011 - Present
Cobb Retirement Solutions, LLC July 2003 - November 2011
Prudential Investments April 1997 - October 2000
AIM Investments May 1994 - April 1997
Skills
Expert Witness, Fiduciary Oversight, Request for Proposal, Investment Advisory, Employee Education, Stable Value Review and...
Education
The University of Texas at Austin 1986 — 1990
B.S in Communications, Communications
Ellen Bessette's AIM Investments Experience August 1998 - August 2001
Job SAHM
Industry Events Services
Experience
Personal assistant to E,K and M September 2005 - Present
Tristar Lending Group March 2004 - August 2006
Coldwell Banker October 2001 - January 2005
AIM Investments August 1998 - August 2001
Education
University of Houston 1993 — 1998
BBA Finance, Finance, General
University of Houston, C.T. Bauer College of Business 1993 — 1998
BBA, Finance
Personal assistant to E,K and M September 2005 - Present
Tristar Lending Group March 2004 - August 2006
Coldwell Banker October 2001 - January 2005
AIM Investments August 1998 - August 2001
Education
University of Houston 1993 — 1998
BBA Finance, Finance, General
University of Houston, C.T. Bauer College of Business 1993 — 1998
BBA, Finance
Ed Goodwin, CFA Ed Goodwin, CFA's AIM Investments Experience May 2005 - September 2005
Job Director of Finance Financial Planning and Analysis at Frank's International
Industry Oil & Energy
Experience
Frank's International May 2015 - Present
Sun Coast Resources, Inc. January 2013 - May 2015
Coltwood Capital April 2010 - March 2013
Cooper Industries December 2005 - April 2010
AIM Investments May 2005 - September 2005
Cougar Investment Fund, LLC August 2004 - August 2005
Diversified Insurance Facilities February 2002 - May 2005
FundsXpress 2000 - 2000
Skills
Valuation, Portfolio Management, Finance, Analysis, Mergers & Acquisitions, Investments, Hedge Funds, Strategy, Equities, Capital Markets, Risk Management, Mutual Funds, Corporate FP&A, P&L Analysis, SG&A, Financial Analysis, Project Management, Insurance, Management, Forecasting, Financial Modeling, Corporate Finance, Due Diligence, Budgets, Business Development
Education
University of Houston 2004 — 2006
MBA, Finance, Accounting
Texas A&M University 1994 — 1998
BA, Business Analysis
Frank's International May 2015 - Present
Sun Coast Resources, Inc. January 2013 - May 2015
Coltwood Capital April 2010 - March 2013
Cooper Industries December 2005 - April 2010
AIM Investments May 2005 - September 2005
Cougar Investment Fund, LLC August 2004 - August 2005
Diversified Insurance Facilities February 2002 - May 2005
FundsXpress 2000 - 2000
Skills
Valuation, Portfolio Management, Finance, Analysis, Mergers & Acquisitions, Investments, Hedge Funds, Strategy, Equities, Capital Markets, Risk Management, Mutual Funds, Corporate FP&A, P&L Analysis, SG&A, Financial Analysis, Project Management, Insurance, Management, Forecasting, Financial Modeling, Corporate Finance, Due Diligence, Budgets, Business Development
Education
University of Houston 2004 — 2006
MBA, Finance, Accounting
Texas A&M University 1994 — 1998
BA, Business Analysis
Susie Ainsworth Susie Ainsworth's AIM Investments Experience 1997 - 2000
Job Account Executive at Newspaper Subscription Services
Industry Marketing and Advertising
Experience
Newspaper Subscription Services August 2013 - Present
Pearland Focus Magazine May 2011 - May 2013
Pearland Insider August 2006 - April 2010
AIM Investments 1997 - 2000
Reliant Energy 1991 - 1994
Reliant Energy 1991 - 1994
Skills
Magazines, Publications, Corporate Communications, Media Relations, Strategic Communications, Advertising, Newsletters, Copywriting, Internal Communications, Speech Writing, Social Media Marketing, Public Relations, Advertising Sales, Storytelling, Direct Marketing, Event Management, Magazine Writing, Magazine Advertising, Sales, Marketing Strategy, Marketing Communications, Team Leadership, Sales Management
Education
University of Houston
Bachelor of Arts (B.A.), Journalism
Newspaper Subscription Services August 2013 - Present
Pearland Focus Magazine May 2011 - May 2013
Pearland Insider August 2006 - April 2010
AIM Investments 1997 - 2000
Reliant Energy 1991 - 1994
Reliant Energy 1991 - 1994
Skills
Magazines, Publications, Corporate Communications, Media Relations, Strategic Communications, Advertising, Newsletters, Copywriting, Internal Communications, Speech Writing, Social Media Marketing, Public Relations, Advertising Sales, Storytelling, Direct Marketing, Event Management, Magazine Writing, Magazine Advertising, Sales, Marketing Strategy, Marketing Communications, Team Leadership, Sales Management
Education
University of Houston
Bachelor of Arts (B.A.), Journalism
J. Bryan Roberts J. Bryan Roberts's AIM Investments Experience 1996 - 1998
Job Senior Manager at Deloitte & Touche
Industry Banking
Experience
Deloitte & Touche August 2006 - Present
Atlantic Information Services August 2000 - August 2006
JPMorgan Chase May 1997 - August 2000
AIM Investments 1996 - 1998
Skills
Securitization, Financial Modeling, Capital Markets, Corporate Finance, Core Banking, Financial Accounting, Return on Investment, Structured Finance, Derivatives, Banking
Education
Texas Tech University 1987 — 1992
Bachelor of Science, International Economics
Deloitte & Touche August 2006 - Present
Atlantic Information Services August 2000 - August 2006
JPMorgan Chase May 1997 - August 2000
AIM Investments 1996 - 1998
Skills
Securitization, Financial Modeling, Capital Markets, Corporate Finance, Core Banking, Financial Accounting, Return on Investment, Structured Finance, Derivatives, Banking
Education
Texas Tech University 1987 — 1992
Bachelor of Science, International Economics
Dennis D. Mease, M Ed Dennis D. Mease, M Ed's AIM Investments Experience April 2001 - January 2007
Job Executive Coach and Consultant
Industry Management Consulting
Experience
DDM Consulting May 2010 - Present
Right Management 2010 - 2013
J. Ray McDermott December 2007 - May 2010
Right Management January 2007 - December 2007
AIM Investments April 2001 - January 2007
Invesco Aim 2001 - 2007
Personnel Decisions International (PDI) March 1999 - April 2001
Skills
Leadership Development, Performance Management, Succession Planning, Workshop Facilitation, Business Coaching, Talent Management, Coaching, Executive Coaching, Career Development, Organizational..., Organizational..., Management Development, Training, Leadership, Team Building, Strategic Planning, Strategy, Personnel Management, Interviews, Employee Training, Change Management, Human Resources, Employee Relations, Program Management, Employee Benefits, Performance Improvement, Management, Consulting, 360 Feedback, Organizational Design, Culture Change, MBTI, Employee Engagement, Executive Development, Career Management, HR Consulting, Workforce Planning, Deferred Compensation, Career Counseling, Emotional Intelligence, Training Delivery, Psychometrics, Onboarding, Conflict Resolution, Talent Acquisition, Management Consulting, Staff Development, Personal Development, Resume Writing, Instructional Design
Education
University of Houston 1979 — 1984
M. Ed., Education and Double Bass
DDM Consulting May 2010 - Present
Right Management 2010 - 2013
J. Ray McDermott December 2007 - May 2010
Right Management January 2007 - December 2007
AIM Investments April 2001 - January 2007
Invesco Aim 2001 - 2007
Personnel Decisions International (PDI) March 1999 - April 2001
Skills
Leadership Development, Performance Management, Succession Planning, Workshop Facilitation, Business Coaching, Talent Management, Coaching, Executive Coaching, Career Development, Organizational..., Organizational..., Management Development, Training, Leadership, Team Building, Strategic Planning, Strategy, Personnel Management, Interviews, Employee Training, Change Management, Human Resources, Employee Relations, Program Management, Employee Benefits, Performance Improvement, Management, Consulting, 360 Feedback, Organizational Design, Culture Change, MBTI, Employee Engagement, Executive Development, Career Management, HR Consulting, Workforce Planning, Deferred Compensation, Career Counseling, Emotional Intelligence, Training Delivery, Psychometrics, Onboarding, Conflict Resolution, Talent Acquisition, Management Consulting, Staff Development, Personal Development, Resume Writing, Instructional Design
Education
University of Houston 1979 — 1984
M. Ed., Education and Double Bass
Angela Sanford's AIM Investments Experience March 1992 - May 1997
Job Owner, Once Upon A Time Vacations
Industry Leisure, Travel & Tourism
Experience
Once Upon A Time Vacations September 2007 - Present
waste management June 2001 - January 2005
waste 2001 - 2005
Compaq June 1997 - June 2001
AIM Investments March 1992 - May 1997
Skills
Process Improvement, Change Management, Strategic Planning, Business Process..., PeopleSoft, Team Building, Program Management, Business Analysis, Vendor Management, Project Management, Contract Negotiation, Budgets, Business Intelligence, Account Management, Contract Management, Acquisition Integration, Business Strategy, Management, SDLC, Negotiation, ERP
Education
University of Houston, C.T. Bauer College of Business 1987 — 1991
Bachelors, Business Administration
Once Upon A Time Vacations September 2007 - Present
waste management June 2001 - January 2005
waste 2001 - 2005
Compaq June 1997 - June 2001
AIM Investments March 1992 - May 1997
Skills
Process Improvement, Change Management, Strategic Planning, Business Process..., PeopleSoft, Team Building, Program Management, Business Analysis, Vendor Management, Project Management, Contract Negotiation, Budgets, Business Intelligence, Account Management, Contract Management, Acquisition Integration, Business Strategy, Management, SDLC, Negotiation, ERP
Education
University of Houston, C.T. Bauer College of Business 1987 — 1991
Bachelors, Business Administration
Jennifer Buss's AIM Investments Experience February 2005 - July 2005
Job Human Resources Manager at Vantage Drilling
Industry Oil & Energy
Experience
Vantage Drilling March 2015 - Present
Maersk Drilling April 2013 - March 2015
Pacific Drilling Services, Inc. October 2010 - January 2013
Baker Hughes September 2005 - September 2010
AIM Investments February 2005 - July 2005
Icon Consultants April 2003 - February 2005
CTG June 2000 - March 2003
Skills
Human Resources, Employee Relations, HR Policies, Talent Acquisition, International HR, Global HR, Onboarding, Compensation, Policy, College Recruiting, Recruitment/Retention, Labor Relations, Interviews, Exit Interviews, Job Descriptions, Training, HRIS, Performance Appraisal, New Hire Orientations, Job Fairs, Employer Branding, Conflict Resolution, FMLA, Recruiting, Resume Writing, Applicant Tracking..., Affirmative Action, EEO, Bonus Programs, Deferred Compensation, Employee Handbooks, Process Improvement, Exceptional organization, Manage Client..., Organizational Support, Organizational..., Employment Law, Succession Planning, Performance Management, Talent Management, Personnel Management, Employment-based..., Employee Engagement, Management, Sourcing, Organizational..., Workforce Planning, Leadership, Compensation, Benefits Administration
Education
University of Colorado at Colorado Springs 1994 — 1999
Bachelor of Arts, Organizational Communication
Vantage Drilling March 2015 - Present
Maersk Drilling April 2013 - March 2015
Pacific Drilling Services, Inc. October 2010 - January 2013
Baker Hughes September 2005 - September 2010
AIM Investments February 2005 - July 2005
Icon Consultants April 2003 - February 2005
CTG June 2000 - March 2003
Skills
Human Resources, Employee Relations, HR Policies, Talent Acquisition, International HR, Global HR, Onboarding, Compensation, Policy, College Recruiting, Recruitment/Retention, Labor Relations, Interviews, Exit Interviews, Job Descriptions, Training, HRIS, Performance Appraisal, New Hire Orientations, Job Fairs, Employer Branding, Conflict Resolution, FMLA, Recruiting, Resume Writing, Applicant Tracking..., Affirmative Action, EEO, Bonus Programs, Deferred Compensation, Employee Handbooks, Process Improvement, Exceptional organization, Manage Client..., Organizational Support, Organizational..., Employment Law, Succession Planning, Performance Management, Talent Management, Personnel Management, Employment-based..., Employee Engagement, Management, Sourcing, Organizational..., Workforce Planning, Leadership, Compensation, Benefits Administration
Education
University of Colorado at Colorado Springs 1994 — 1999
Bachelor of Arts, Organizational Communication
Richard Scheel Richard Scheel's AIM Investments Experience August 2001 - March 2006
Job Deputy Controller at City of Austin
Industry Government Administration
Experience
City of Austin September 2014 - Present
Bryan Research & Engineering March 2014 - July 2014
Dell March 2013 - February 2014
Dell March 2012 - March 2013
Dell October 2011 - March 2012
Dell July 2011 - October 2011
Internal Revenue Service March 2006 - July 2011
AIM Investments August 2001 - March 2006
PricewaterhouseCoopers 2000 - 2001
Fayez Sarofim & Co. August 1994 - September 2000
Skills
Audit, Auditing, Internal Audit, Financial Risk, Risk Assessment, Risk Based Audits, Sarbanes-Oxley Act, SOX, Internal Audit..., Enterprise Risk..., Financial Statement..., Risk Based Testing, Tax, Tax Compliance, Planning, International Tax, Revenue Recognition, Project Planning, Business Process..., Financial Services, Cost Accounting, Training, Business Process, Financial Audits, Tax Accounting, Risk Management, Financial Reporting, Financial Statements, Leadership, Process Improvement, Mergers & Acquisitions, Assurance, US GAAP, Management, Financial Accounting, Internal Controls, Strategic Financial..., Accounting, Analysis, Consolidation, Managerial Finance, Financial Analysis, Hyperion Enterprise, IT Audit, Software Documentation, Sarbanes-Oxley, Finance, Variance Analysis, Account Reconciliation, CPA
Education
The University of Texas at Dallas - School of Management 2002 — 2006
Master of Science, Accounting and Information Systems
University of Houston 1994 — 2000
BBA, Accounting
Autodidact
City of Austin September 2014 - Present
Bryan Research & Engineering March 2014 - July 2014
Dell March 2013 - February 2014
Dell March 2012 - March 2013
Dell October 2011 - March 2012
Dell July 2011 - October 2011
Internal Revenue Service March 2006 - July 2011
AIM Investments August 2001 - March 2006
PricewaterhouseCoopers 2000 - 2001
Fayez Sarofim & Co. August 1994 - September 2000
Skills
Audit, Auditing, Internal Audit, Financial Risk, Risk Assessment, Risk Based Audits, Sarbanes-Oxley Act, SOX, Internal Audit..., Enterprise Risk..., Financial Statement..., Risk Based Testing, Tax, Tax Compliance, Planning, International Tax, Revenue Recognition, Project Planning, Business Process..., Financial Services, Cost Accounting, Training, Business Process, Financial Audits, Tax Accounting, Risk Management, Financial Reporting, Financial Statements, Leadership, Process Improvement, Mergers & Acquisitions, Assurance, US GAAP, Management, Financial Accounting, Internal Controls, Strategic Financial..., Accounting, Analysis, Consolidation, Managerial Finance, Financial Analysis, Hyperion Enterprise, IT Audit, Software Documentation, Sarbanes-Oxley, Finance, Variance Analysis, Account Reconciliation, CPA
Education
The University of Texas at Dallas - School of Management 2002 — 2006
Master of Science, Accounting and Information Systems
University of Houston 1994 — 2000
BBA, Accounting
Autodidact
Omar Qureishy Omar Qureishy's AIM Investments Experience August 2007 - November 2007
Job Assurance Auditor at EY
Industry Financial Services
Experience
EY April 2015 - Present
The Siegfried Group October 2013 - March 2015
PwC May 2012 - September 2013
The Siegfried Group November 2011 - May 2012
Geokinetics January 2010 - January 2011
UHY Advisors November 2007 - May 2009
AIM Investments August 2007 - November 2007
Skills
Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Accounting, Auditing, Internal Audit, Financial Statements, Analysis, Accounts Receivable, Tax, Accounts Payable, GAAP, Finance, IFRS, US GAAP
Education
University of Houston, C.T. Bauer College of Business 2003 — 2007
Bachelor's degree, Accounting
EY April 2015 - Present
The Siegfried Group October 2013 - March 2015
PwC May 2012 - September 2013
The Siegfried Group November 2011 - May 2012
Geokinetics January 2010 - January 2011
UHY Advisors November 2007 - May 2009
AIM Investments August 2007 - November 2007
Skills
Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Accounting, Auditing, Internal Audit, Financial Statements, Analysis, Accounts Receivable, Tax, Accounts Payable, GAAP, Finance, IFRS, US GAAP
Education
University of Houston, C.T. Bauer College of Business 2003 — 2007
Bachelor's degree, Accounting
Richard Orellana, Energy Tax Recruiter, CPA Richard Orellana, Energy Tax Recruiter, CPA's AIM Investments Experience April 2002 - February 2005
Job Energy Tax Recruiter, CPA TriFlex Staffing Solutions. Volunteer United Way Project Blueprint Alumni Advisory Council
Industry Staffing and Recruiting
Experience
United Way of Greater Houston July 2015 - Present
TriFlex Staffing Solutions April 2010 - Present
ALPFA January 2012 - September 2014
UH Bauer College Alumni Association August 2010 - September 2014
Houston CPA Society November 2011 - May 2013
United Way of Greater Houston January 2012 - March 2013
Invesco (fka AIM Investments) 2006 - 2010
Enron March 2006 - November 2007
Oxy February 2005 - March 2006
AIM Investments April 2002 - February 2005
Skills
Tax, CPA, Auditing, Sarbanes-Oxley Act, Accounting, Finance, Leadership, International Tax, Human Resources, Fixed Assets, Recruiting, Strategy, Employee Benefits, SAP, Corporate Tax
Education
University of Houston, C.T. Bauer College of Business
BBA, Accounting and Finance
United Way of Greater Houston July 2015 - Present
TriFlex Staffing Solutions April 2010 - Present
ALPFA January 2012 - September 2014
UH Bauer College Alumni Association August 2010 - September 2014
Houston CPA Society November 2011 - May 2013
United Way of Greater Houston January 2012 - March 2013
Invesco (fka AIM Investments) 2006 - 2010
Enron March 2006 - November 2007
Oxy February 2005 - March 2006
AIM Investments April 2002 - February 2005
Skills
Tax, CPA, Auditing, Sarbanes-Oxley Act, Accounting, Finance, Leadership, International Tax, Human Resources, Fixed Assets, Recruiting, Strategy, Employee Benefits, SAP, Corporate Tax
Education
University of Houston, C.T. Bauer College of Business
BBA, Accounting and Finance
Amy (March) Braden Amy (March) Braden's AIM Investments Experience October 2003 - May 2005
Job Business Analyst
Industry Financial Services
Experience
Invesco Ltd. October 2009 - August 2012
INVESCO May 2005 - October 2009
AIM Investments October 2003 - May 2005
AIM Investments June 1999 - October 2003
Education
The University of Texas at Austin 1995 — 1999
BA, Business Economics
Invesco Ltd. October 2009 - August 2012
INVESCO May 2005 - October 2009
AIM Investments October 2003 - May 2005
AIM Investments June 1999 - October 2003
Education
The University of Texas at Austin 1995 — 1999
BA, Business Economics
David Jordan David Jordan's AIM Investments Experience 1998 - 2000
Job CISO/Global Head of Information Security, Risk & Controls at Invesco
Industry Financial Services
Experience
INVESCO September 2002 - Present
AMVESCAP 2000 - 2002
AIM Investments 1998 - 2000
Price Waterhouse Management Consultants 1992 - 1998
Skills
Risk Management, Information Security, Disaster Recovery, Project Management, Identity Management, Data Privacy, Business Recovery..., Business Continuity, Information Technology, Financial Risk, Financial Services, ISO 27001, Data Center, Governance, Enterprise Software, Vendor Management, Program Management, Security, IT Strategy, Enterprise Risk..., IT Management, Outsourcing, Information Security..., Business Analysis, Enterprise Architecture, SDLC, ITIL, Project Portfolio..., Business Process, IT Audit, Integration, PMP, IT Operations, PMO
Education
University of Bristol 1989 — 1992
BEng, Mechanical Engineering
INVESCO September 2002 - Present
AMVESCAP 2000 - 2002
AIM Investments 1998 - 2000
Price Waterhouse Management Consultants 1992 - 1998
Skills
Risk Management, Information Security, Disaster Recovery, Project Management, Identity Management, Data Privacy, Business Recovery..., Business Continuity, Information Technology, Financial Risk, Financial Services, ISO 27001, Data Center, Governance, Enterprise Software, Vendor Management, Program Management, Security, IT Strategy, Enterprise Risk..., IT Management, Outsourcing, Information Security..., Business Analysis, Enterprise Architecture, SDLC, ITIL, Project Portfolio..., Business Process, IT Audit, Integration, PMP, IT Operations, PMO
Education
University of Bristol 1989 — 1992
BEng, Mechanical Engineering
Donna Gillaspy Donna Gillaspy's AIM Investments Experience July 2003 - April 2006
Job Senior Analyst AVP Enterprise Reporting Group at Zions Bancorp
Industry Banking
Experience
Zions Bancorporation March 2011 - Present
Amegy Bank of Texas August 2006 - March 2011
Hewlett-Packard 2006 - August 2006
AIM Investments July 2003 - April 2006
AIM Investments September 1998 - July 2003
Skills
Data Warehousing, Access, Analysis, Data Analysis, Business Intelligence, Business Analysis, Business Objects, Training, Crystal Reports, Banking, Project Management, SQL, Microsoft SQL Server, Finance, Management, Process Improvement, SharePoint, SDLC, Visio, Business Process..., Software Documentation, Risk Management
Education
Texas A&M University 1994 — 1998
BA, Economics and International Studies
Zions Bancorporation March 2011 - Present
Amegy Bank of Texas August 2006 - March 2011
Hewlett-Packard 2006 - August 2006
AIM Investments July 2003 - April 2006
AIM Investments September 1998 - July 2003
Skills
Data Warehousing, Access, Analysis, Data Analysis, Business Intelligence, Business Analysis, Business Objects, Training, Crystal Reports, Banking, Project Management, SQL, Microsoft SQL Server, Finance, Management, Process Improvement, SharePoint, SDLC, Visio, Business Process..., Software Documentation, Risk Management
Education
Texas A&M University 1994 — 1998
BA, Economics and International Studies
V. Leigh Floyd V. Leigh Floyd's AIM Investments Experience 1997 - 2006
Job Sr. Business Analyst/Technical Writer at I Heart Media LLC
Industry Information Technology and Services
Experience
I Heart Media LLC December 2014 - Present
MD Anderson Cancer Center August 2014 - November 2014
AIG September 2012 - August 2014
Manhattan Insurance Group March 2009 - September 2012
Symantec October 2006 - November 2008
AIM Investments 1997 - 2006
Skills
Internal Communications, Writing, Editing, Project Management, Strategic Planning, Social Media
Education
Austin High School
The University of Texas at Austin
Bachelor of Journalism, BA in Psychology, Journalism, English
Vicenza American
I Heart Media LLC December 2014 - Present
MD Anderson Cancer Center August 2014 - November 2014
AIG September 2012 - August 2014
Manhattan Insurance Group March 2009 - September 2012
Symantec October 2006 - November 2008
AIM Investments 1997 - 2006
Skills
Internal Communications, Writing, Editing, Project Management, Strategic Planning, Social Media
Education
Austin High School
The University of Texas at Austin
Bachelor of Journalism, BA in Psychology, Journalism, English
Vicenza American
Paul Wise Paul Wise's AIM Investments Experience 1995 - 2001
Job Chief Technology Officer at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors August 2004 - Present
Turnbuckle Management Group 2001 - 2004
AIM Investments 1995 - 2001
Skills
Asset Management, Vendor Management, Business Analysis, Portfolio Management, SDLC, Investments, Financial Services, Project Management, Mutual Funds, Equities
Education
University of Kansas
Bachelor's Degree, Business Administration and Management, General
University of Houston-Clear Lake
Master's Degree, Finance and Financial Management Services
Dimensional Fund Advisors August 2004 - Present
Turnbuckle Management Group 2001 - 2004
AIM Investments 1995 - 2001
Skills
Asset Management, Vendor Management, Business Analysis, Portfolio Management, SDLC, Investments, Financial Services, Project Management, Mutual Funds, Equities
Education
University of Kansas
Bachelor's Degree, Business Administration and Management, General
University of Houston-Clear Lake
Master's Degree, Finance and Financial Management Services
Cynthia (Broussard) DeDear's AIM Investments Experience October 2004 - March 2007
Job Corporate Buyer at Motiva Enterprises LLC
Industry Oil & Energy
Experience
Motiva Enterprises LLC September 2015 - Present
Motiva Enterprises LLC July 2014 - September 2015
Wyatt Field Service Company March 2007 - July 2014
AIM Investments October 2004 - March 2007
Austin City Limits Music Festival September 2002 - September 2004
Autumn Rich & Co. February 2002 - 2003
Skills
Budgets, Microsoft Office, Microsoft Excel, Procurement, PowerPoint, Contract Management, Process Scheduler, Risk Management, Microsoft Word, Management, Project Management, Customer Service, Employee Relations, Outlook, Presentation Development, Preparation Of Reports, Meeting Planning, Vendor Management, Event Planning, Records Management, Spreadsheets, Databases, Visio, Access, Petroleum, Oil & Gas, Supervisory Skills, Petrochemical
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
BBA, International Business
Université catholique de Louvain 2003 — 2003
Motiva Enterprises LLC September 2015 - Present
Motiva Enterprises LLC July 2014 - September 2015
Wyatt Field Service Company March 2007 - July 2014
AIM Investments October 2004 - March 2007
Austin City Limits Music Festival September 2002 - September 2004
Autumn Rich & Co. February 2002 - 2003
Skills
Budgets, Microsoft Office, Microsoft Excel, Procurement, PowerPoint, Contract Management, Process Scheduler, Risk Management, Microsoft Word, Management, Project Management, Customer Service, Employee Relations, Outlook, Presentation Development, Preparation Of Reports, Meeting Planning, Vendor Management, Event Planning, Records Management, Spreadsheets, Databases, Visio, Access, Petroleum, Oil & Gas, Supervisory Skills, Petrochemical
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
BBA, International Business
Université catholique de Louvain 2003 — 2003
Chad Helmcamp Chad Helmcamp's AIM Investments Experience 1999 - 2001
Job Loan Officer at Legacy Mutual Mortgage
Industry Real Estate
Experience
Legacy Mutual Mortgage October 2013 - Present
Envoy Mortgage August 2009 - October 2013
Secure Mortgage Company January 2006 - July 2009
Iwayloan, LP March 2003 - December 2005
UBS Financial Services 1994 - 2003
AIM Investments 1999 - 2001
Kidder Peabody April 1994 - January 1995
Skills
Foreclosures, Team Building, Mortgage Lending, New Home Sales, Refinance, FHA, FHA financing, Small Business, Investments, Selling, Real Estate, Loans, Investment Properties, Sales, Residential Homes, Marketing, USDA, Finance, First Time Home Buyers, Real Estate Economics, VA loans, Home Equity Loans, Residential Mortgages, Reverse Mortgages, Government Loans, Loan Origination, Certified Mortgage..., Credit, Referrals, Construction Loans, Real Estate Financing, Investors, Real Estate Transactions, Mortgage Marketing, Mortgage Underwriting, VA Loans, FHA Financing
Education
University of Houston 1994 — 1999
1999, BBA in Finance
University of California, Santa Barbara 1993 — 1994
Lamar High School 1991 — 1993
Lutheran High North
Legacy Mutual Mortgage October 2013 - Present
Envoy Mortgage August 2009 - October 2013
Secure Mortgage Company January 2006 - July 2009
Iwayloan, LP March 2003 - December 2005
UBS Financial Services 1994 - 2003
AIM Investments 1999 - 2001
Kidder Peabody April 1994 - January 1995
Skills
Foreclosures, Team Building, Mortgage Lending, New Home Sales, Refinance, FHA, FHA financing, Small Business, Investments, Selling, Real Estate, Loans, Investment Properties, Sales, Residential Homes, Marketing, USDA, Finance, First Time Home Buyers, Real Estate Economics, VA loans, Home Equity Loans, Residential Mortgages, Reverse Mortgages, Government Loans, Loan Origination, Certified Mortgage..., Credit, Referrals, Construction Loans, Real Estate Financing, Investors, Real Estate Transactions, Mortgage Marketing, Mortgage Underwriting, VA Loans, FHA Financing
Education
University of Houston 1994 — 1999
1999, BBA in Finance
University of California, Santa Barbara 1993 — 1994
Lamar High School 1991 — 1993
Lutheran High North
Eric Thaller Eric Thaller's AIM Investments Experience 2001 - 2005
Job
Industry Information Technology and Services
Experience
Prosper Marketplace March 2013 - Present
Adelante Capital Management 2010 - 2012
Charles Schwab Investment Management 2008 - 2010
Standard Pacific Capital 2005 - 2007
AIM Investments 2001 - 2005
Wilshire Associates, Asset Management Division 1994 - 1998
Skills
Quantitative Portfolio..., Quantitative Finance, Quantitative Research, Portfolio Optimization, Portfolio Management, Equities, International Equities, Risk Management, Hedge Funds, Asset Management, Investments, Alternative Investments, Risk, Securities, Factset, Strategy, Credit Risk, Credit Analysis, Crowdfunding, Peer-to-peer, Financial Services, Mutual Funds, Valuation, Investment Management, Private Equity, Financial Modeling, Asset Allocation, Financial Risk
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance & Statistics
University of California, San Diego 1989 — 1993
BA, Economics, Magna Cum Laude
The London School of Economics and Political Science (LSE) 1991 — 1992
General Course, Economics
Prosper Marketplace March 2013 - Present
Adelante Capital Management 2010 - 2012
Charles Schwab Investment Management 2008 - 2010
Standard Pacific Capital 2005 - 2007
AIM Investments 2001 - 2005
Wilshire Associates, Asset Management Division 1994 - 1998
Skills
Quantitative Portfolio..., Quantitative Finance, Quantitative Research, Portfolio Optimization, Portfolio Management, Equities, International Equities, Risk Management, Hedge Funds, Asset Management, Investments, Alternative Investments, Risk, Securities, Factset, Strategy, Credit Risk, Credit Analysis, Crowdfunding, Peer-to-peer, Financial Services, Mutual Funds, Valuation, Investment Management, Private Equity, Financial Modeling, Asset Allocation, Financial Risk
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance & Statistics
University of California, San Diego 1989 — 1993
BA, Economics, Magna Cum Laude
The London School of Economics and Political Science (LSE) 1991 — 1992
General Course, Economics
Luc Sauer's AIM Investments Experience 2004 - 2005
Job Manager at RAS & Associates
Industry Telecommunications
Experience
RAS & Associates September 2015 - Present
CenturyLink January 2014 - September 2015
MegaPath Inc. August 2010 - January 2014
tw telecom, inc. June 2008 - August 2010
First Data Corporation June 2007 - October 2007
Usanet 2005 - 2006
Budget Truck Rental 2005 - 2005
AIM Investments 2004 - 2005
Denver Public Schools 2001 - 2003
MapQuest 1999 - 2001
Skills
Excel, Project Managment, Creative Problem Solving, Crisis Management, Decision Making, Team Building, Team Leadership, Communication Written, Presenter, Microsoft Excel, Project Management, Management, Product Marketing, Analysis, Leadership, Market Research, Process Improvement
Education
University of Denver - Daniels College of Business 2006 — 2008
IMBA, Values Based Leadership
University of Colorado Denver 1990 — 1996
BA, Psychology
RAS & Associates September 2015 - Present
CenturyLink January 2014 - September 2015
MegaPath Inc. August 2010 - January 2014
tw telecom, inc. June 2008 - August 2010
First Data Corporation June 2007 - October 2007
Usanet 2005 - 2006
Budget Truck Rental 2005 - 2005
AIM Investments 2004 - 2005
Denver Public Schools 2001 - 2003
MapQuest 1999 - 2001
Skills
Excel, Project Managment, Creative Problem Solving, Crisis Management, Decision Making, Team Building, Team Leadership, Communication Written, Presenter, Microsoft Excel, Project Management, Management, Product Marketing, Analysis, Leadership, Market Research, Process Improvement
Education
University of Denver - Daniels College of Business 2006 — 2008
IMBA, Values Based Leadership
University of Colorado Denver 1990 — 1996
BA, Psychology
Akbar Aziz Akbar Aziz's AIM Investments Experience December 2002 - September 2005
Job
Industry Information Technology and Services
Experience
BMC Software January 2013 - Present
BMC Software August 2007 - January 2013
JPMC Investment Bank July 2005 - August 2007
AIM Investments December 2002 - September 2005
Skills
Unix, VMware, Servers, Solaris, IIS, Red Hat Linux, Cloud Computing, Operating Systems, ITIL, Systems Management, System Deployment, Web Services, Windows, Enterprise Software, Virtualization, Web Applications, Enterprise Architecture, Java Enterprise Edition, Troubleshooting, Weblogic, SaaS, Data Center, IT Operations, Databases, IT Service Management, Linux, IT Strategy, AIX, Integration, Infrastructure, Solution Architecture, High Availability, Pragmatic Marketing..., Shell Scripting, Microsoft SQL Server, Perl, Unix Shell Scripting, BMC BladeLogic Server..., RedHat, Disaster Recovery, VMware ESX, Windows Server, Apache, PaaS, System Architecture, Product Management
Education
University of Houston 1994 — 2002
Management Information Systems
BMC Software January 2013 - Present
BMC Software August 2007 - January 2013
JPMC Investment Bank July 2005 - August 2007
AIM Investments December 2002 - September 2005
Skills
Unix, VMware, Servers, Solaris, IIS, Red Hat Linux, Cloud Computing, Operating Systems, ITIL, Systems Management, System Deployment, Web Services, Windows, Enterprise Software, Virtualization, Web Applications, Enterprise Architecture, Java Enterprise Edition, Troubleshooting, Weblogic, SaaS, Data Center, IT Operations, Databases, IT Service Management, Linux, IT Strategy, AIX, Integration, Infrastructure, Solution Architecture, High Availability, Pragmatic Marketing..., Shell Scripting, Microsoft SQL Server, Perl, Unix Shell Scripting, BMC BladeLogic Server..., RedHat, Disaster Recovery, VMware ESX, Windows Server, Apache, PaaS, System Architecture, Product Management
Education
University of Houston 1994 — 2002
Management Information Systems
Jan Friedli Jan Friedli's AIM Investments Experience February 1999 - April 2006
Job President at Silvan Homes, Inc.
Industry Real Estate
Experience
Silvan Homes, Inc. November 2011 - Present
Invesco 2006 - November 2011
AIM Investments February 1999 - April 2006
Nicholas Applegate - Criterion February 1997 - February 1999
Strong Funds February 1994 - February 1997
PIMCO April 1991 - April 1993
The Vanguard Group May 1990 - February 1991
Skills
Investments, Portfolio Management, Real Estate, Real Estate Development, Strategic Planning, Construction Management, Construction, New Business Development, Project Management, Fixed Income, Trading, Management, Risk Management, Equities
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance, Statistics, Honors - top 10%
Villanova University 1986 — 1990
BSc, Computer Science, Cum Laude
Silvan Homes, Inc. November 2011 - Present
Invesco 2006 - November 2011
AIM Investments February 1999 - April 2006
Nicholas Applegate - Criterion February 1997 - February 1999
Strong Funds February 1994 - February 1997
PIMCO April 1991 - April 1993
The Vanguard Group May 1990 - February 1991
Skills
Investments, Portfolio Management, Real Estate, Real Estate Development, Strategic Planning, Construction Management, Construction, New Business Development, Project Management, Fixed Income, Trading, Management, Risk Management, Equities
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance, Statistics, Honors - top 10%
Villanova University 1986 — 1990
BSc, Computer Science, Cum Laude
Jordan Winterfeld Jordan Winterfeld's AIM Investments Experience September 2006 - July 2008
Job Regional Vice President, Invesco
Industry Financial Services
Experience
Invesco US November 2014 - Present
Invesco October 2009 - November 2014
Invesco Aim July 2008 - October 2009
AIM Investments September 2006 - July 2008
Skills
Public Speaking, Microsoft Excel, Microsoft Word, Outstanding..., Empathy, Intuition, 401k, Alternative Investments, ETFs, FINRA, Hedge Funds, Marketing, Mutual Funds, Sales, Separately Managed..., Series 24, Series 6, Series 63, Series 65, Series 7, Wealth Management
Education
Texas A&M University 2002 — 2006
Bachelor of Arts (BA), Communication, General
Invesco US November 2014 - Present
Invesco October 2009 - November 2014
Invesco Aim July 2008 - October 2009
AIM Investments September 2006 - July 2008
Skills
Public Speaking, Microsoft Excel, Microsoft Word, Outstanding..., Empathy, Intuition, 401k, Alternative Investments, ETFs, FINRA, Hedge Funds, Marketing, Mutual Funds, Sales, Separately Managed..., Series 24, Series 6, Series 63, Series 65, Series 7, Wealth Management
Education
Texas A&M University 2002 — 2006
Bachelor of Arts (BA), Communication, General
Shannon Eubanks Shannon Eubanks's AIM Investments Experience 2003 - 2005
Job Procurement Technologies Learning Coordinator
Industry Oil & Energy
Experience
Chevron May 2006 - Present
Aegis Mortgage Corporation 2005 - 2006
AIM Investments 2003 - 2005
Invesco Aim 2003 - 2005
HCA 2002 - 2003
HCA 2002 - 2003
VALIC/AIG June 1999 - June 2001
Skills
Project Management, Training Delivery, Change Management, Training, Organizational..., Leadership Development, Program Management, Leadership, Team Building, Business Process..., Management, Talent Management, Workshop Facilitation, Project Planning, Business Analysis, Instructional Design, Performance Management, Team Leadership, Consulting, Performance Improvement, Cross-functional Team..., Management Consulting, Employee Relations, Process Improvement
Education
The University of Texas at Arlington 1988 — 1992
Bachelor's of Arts, Russian
Chevron May 2006 - Present
Aegis Mortgage Corporation 2005 - 2006
AIM Investments 2003 - 2005
Invesco Aim 2003 - 2005
HCA 2002 - 2003
HCA 2002 - 2003
VALIC/AIG June 1999 - June 2001
Skills
Project Management, Training Delivery, Change Management, Training, Organizational..., Leadership Development, Program Management, Leadership, Team Building, Business Process..., Management, Talent Management, Workshop Facilitation, Project Planning, Business Analysis, Instructional Design, Performance Management, Team Leadership, Consulting, Performance Improvement, Cross-functional Team..., Management Consulting, Employee Relations, Process Improvement
Education
The University of Texas at Arlington 1988 — 1992
Bachelor's of Arts, Russian
Steven Auditore Steven Auditore's AIM Investments Experience September 1999 - November 2004
Job Senior Specialist Internal Control & Risk Mitigation at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2005 - Present
Dell March 2004 - February 2005
AIM Investments September 1999 - November 2004
Telequest Communications/MCI September 1995 - November 1999
Internal Revenue Service - Austin March 1994 - September 1995
Skills
Management
Education
Texas State University
Charles Schwab February 2005 - Present
Dell March 2004 - February 2005
AIM Investments September 1999 - November 2004
Telequest Communications/MCI September 1995 - November 1999
Internal Revenue Service - Austin March 1994 - September 1995
Skills
Management
Education
Texas State University
Claudia Garcia-Reyes Claudia Garcia-Reyes's AIM Investments Experience December 2000 - January 2006
Job Mechanical Engineer / Project Coordinator
Industry Oil & Energy
Experience
Oceaneering June 2013 - Present
Sulzer Pumps September 2012 - June 2013
Volunteers of America-Texas February 2009 - June 2010
AIM Investments December 2000 - January 2006
Skills
Microsoft Office, PowerPoint, Word, Excel, Pro Engineer, AutoCAD, C++, Java, Abaqus, Star-CCM+, OrcaFlex, Customer Service, Microsoft Excel, Spanish, Engineering, CAD, Project Management, Team Leadership, PDMS, Microsoft Word, Finite Element Analysis, ANSYS, Training, MathCAD, Orcaflex, Mechanical Engineering, Offshore Drilling, Engineering Design, Solidworks, Matlab, Fluid Mechanics, Pumps, MS Project, Oil/Gas, Thermodynamics, AutoCAD Mechanical, Oil & Gas Industry, Pipelines, SolidWorks, Oil & Gas, PTC Creo
Education
University of Houston
Bachelor of Science, Mechanical Engineering (Concentration in Petroleum Technology)
Oceaneering June 2013 - Present
Sulzer Pumps September 2012 - June 2013
Volunteers of America-Texas February 2009 - June 2010
AIM Investments December 2000 - January 2006
Skills
Microsoft Office, PowerPoint, Word, Excel, Pro Engineer, AutoCAD, C++, Java, Abaqus, Star-CCM+, OrcaFlex, Customer Service, Microsoft Excel, Spanish, Engineering, CAD, Project Management, Team Leadership, PDMS, Microsoft Word, Finite Element Analysis, ANSYS, Training, MathCAD, Orcaflex, Mechanical Engineering, Offshore Drilling, Engineering Design, Solidworks, Matlab, Fluid Mechanics, Pumps, MS Project, Oil/Gas, Thermodynamics, AutoCAD Mechanical, Oil & Gas Industry, Pipelines, SolidWorks, Oil & Gas, PTC Creo
Education
University of Houston
Bachelor of Science, Mechanical Engineering (Concentration in Petroleum Technology)
Natalie Stackable Natalie Stackable's AIM Investments Experience August 1991 - January 2003
Job Registered Landscape Architect at GSBS Architects
Industry Architecture & Planning
Experience
GSBS Architects September 2013 - Present
Home & Habitat April 2012 - June 2012
TBG Partners February 2007 - October 2008
Newman Jackson Bieberstein September 2004 - November 2004
AIM Investments August 1991 - January 2003
Skills
LEED AP, AutoCAD, Landscape Architecture, SketchUp, Photoshop, Microsoft Office, Construction Documents, PowerPoint, Landscape Design, CAD, Drawing, Submittals, Concept Design, LEED, Sketching, Site Planning, Comprehensive Planning, Landscaping
Education
The University of Texas at Arlington 2003 — 2006
MLA, Landscape Architecture
UNSW Australia 2003 — 2003
Landscape Architecture
Trinity University 1987 — 1991
B.S., Business
GSBS Architects September 2013 - Present
Home & Habitat April 2012 - June 2012
TBG Partners February 2007 - October 2008
Newman Jackson Bieberstein September 2004 - November 2004
AIM Investments August 1991 - January 2003
Skills
LEED AP, AutoCAD, Landscape Architecture, SketchUp, Photoshop, Microsoft Office, Construction Documents, PowerPoint, Landscape Design, CAD, Drawing, Submittals, Concept Design, LEED, Sketching, Site Planning, Comprehensive Planning, Landscaping
Education
The University of Texas at Arlington 2003 — 2006
MLA, Landscape Architecture
UNSW Australia 2003 — 2003
Landscape Architecture
Trinity University 1987 — 1991
B.S., Business
Angela Rickey Angela Rickey's AIM Investments Experience 1998 - 2005
Job Senior Accountant at Stewart Title
Industry Accounting
Experience
Stewart Title June 2009 - Present
Deloitte Services LP June 2007 - May 2009
INVESCO 2005 - 2007
AIM INVESTMENTS 1998 - 2005
Skills
Financial Reporting, Excel, Bloomberg, Reconciliation, Analysis, Account Reconciliation, Microsoft Excel, Financial Accounting, Financial Analysis, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Tax, Accounting, Finance, Auditing, Due Diligence
Education
University of Houston 1994 — 1998
Bachelor in Business Administration, Finance
Elsik High School 1990 — 1994
Stewart Title June 2009 - Present
Deloitte Services LP June 2007 - May 2009
INVESCO 2005 - 2007
AIM INVESTMENTS 1998 - 2005
Skills
Financial Reporting, Excel, Bloomberg, Reconciliation, Analysis, Account Reconciliation, Microsoft Excel, Financial Accounting, Financial Analysis, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Tax, Accounting, Finance, Auditing, Due Diligence
Education
University of Houston 1994 — 1998
Bachelor in Business Administration, Finance
Elsik High School 1990 — 1994
Kent Hunter Kent Hunter's AIM Investments Experience June 1997 - December 1998
Job Options Business Manager
Industry Capital Markets
Experience
Charles Schwab, Inc. April 2010 - Present
Charles Schwab 2004 - 2010
CyberTrader Inc. January 2004 - January 2008
CyberTrader Inc. July 2000 - December 2003
EQ Financial (Donaldson, Lufkin & Jenrette) December 1998 - July 2000
AIM Investments June 1997 - December 1998
Skills
Options, Finance, Series 7, Equities, Securities, Series 63, Financial Markets, Trading, ETFs, Mutual Funds, Electronic Trading, Fixed Income, Trading Systems, FINRA, Portfolio Management, Equity Trading, Derivatives, Investments, Financial Services, Business Analysis, Business Strategy, Capital Markets, Equity Derivatives
Education
University of Houston 1997 — 1999
BA
Charles Schwab, Inc. April 2010 - Present
Charles Schwab 2004 - 2010
CyberTrader Inc. January 2004 - January 2008
CyberTrader Inc. July 2000 - December 2003
EQ Financial (Donaldson, Lufkin & Jenrette) December 1998 - July 2000
AIM Investments June 1997 - December 1998
Skills
Options, Finance, Series 7, Equities, Securities, Series 63, Financial Markets, Trading, ETFs, Mutual Funds, Electronic Trading, Fixed Income, Trading Systems, FINRA, Portfolio Management, Equity Trading, Derivatives, Investments, Financial Services, Business Analysis, Business Strategy, Capital Markets, Equity Derivatives
Education
University of Houston 1997 — 1999
BA
Stephen High Stephen High's AIM Investments Experience 1996 - 1996
Job Vice President, Executive Partner at Gartner
Industry Information Technology and Services
Experience
Gartner 2008 - Present
Padgett, Stratemann & Co., LLP 2008 - 2008
Argonaut Group 2001 - 2008
Karta Technologies 1999 - 2001
Keane 1996 - 1999
AIM Investments 1996 - 1996
Van Kampen Investments 1992 - 1996
BASF 1986 - 1991
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA)
Gartner 2008 - Present
Padgett, Stratemann & Co., LLP 2008 - 2008
Argonaut Group 2001 - 2008
Karta Technologies 1999 - 2001
Keane 1996 - 1999
AIM Investments 1996 - 1996
Van Kampen Investments 1992 - 1996
BASF 1986 - 1991
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA)
Dan Rizzo's AIM Investments Experience 1993 - 1997
Job Regional IT Manager at SPX Corporation
Industry Information Technology and Services
Experience
Kinder Morgan March 2001 - February 2013
Coastal Oil and Gas 1998 - 2001
Coastal States Management 1998 - 2001
AIM Investments 1993 - 1997
Texas Instruments 1986 - 1992
Skills
SharePoint, Disaster Recovery, Information Technology, IT Management, IT Strategy, Project Management, Business Process, PMO, Oracle, Visio, Business Process..., Management, Integration, Business Intelligence, SDLC, Enterprise Architecture, MS Project, Vendor Management, Project Portfolio..., Business Analysis, PMP, ITIL, IT Service Management, Team Leadership, Software Project..., Software Documentation, Requirements Analysis, Leadership, Data Center, Process Improvement, Data Warehousing, Databases, ERP, Security
Education
University of Houston
Bachelor of Science (BS), BS Information Technology
Texas A&M University
Bachelor of Science (BS), Information Technology
Kinder Morgan March 2001 - February 2013
Coastal Oil and Gas 1998 - 2001
Coastal States Management 1998 - 2001
AIM Investments 1993 - 1997
Texas Instruments 1986 - 1992
Skills
SharePoint, Disaster Recovery, Information Technology, IT Management, IT Strategy, Project Management, Business Process, PMO, Oracle, Visio, Business Process..., Management, Integration, Business Intelligence, SDLC, Enterprise Architecture, MS Project, Vendor Management, Project Portfolio..., Business Analysis, PMP, ITIL, IT Service Management, Team Leadership, Software Project..., Software Documentation, Requirements Analysis, Leadership, Data Center, Process Improvement, Data Warehousing, Databases, ERP, Security
Education
University of Houston
Bachelor of Science (BS), BS Information Technology
Texas A&M University
Bachelor of Science (BS), Information Technology
Derek Eichele Derek Eichele's AIM Investments Experience April 1996 - April 1997
Job Software Developer at Flyht Aerospace Solutions
Industry Computer Software
Experience
FLYHT June 2015 - Present
KidoodleTV March 2012 - June 2015
Variant Technology May 2011 - December 2013
Variant Technology April 2003 - April 2011
Call Genie September 2003 - May 2007
Springbow Solutions September 1999 - January 2002
Venture Catalyst Group April 1997 - August 1999
AIM Investments April 1996 - April 1997
AESO October 1995 - April 1996
Insource Technology January 1991 - October 1995
Skills
Java, JSP, Struts, MySQL, Web Applications, Eclipse, Ant, Subversion, Software Design, Unix, Software Development, Unix Shell Scripting, Agile Methodologies, Tomcat, Oracle, Mobile Applications, Database Design, Integration, XML
Education
University of Calgary 1981 — 1985
BSc, Computer Science
FLYHT June 2015 - Present
KidoodleTV March 2012 - June 2015
Variant Technology May 2011 - December 2013
Variant Technology April 2003 - April 2011
Call Genie September 2003 - May 2007
Springbow Solutions September 1999 - January 2002
Venture Catalyst Group April 1997 - August 1999
AIM Investments April 1996 - April 1997
AESO October 1995 - April 1996
Insource Technology January 1991 - October 1995
Skills
Java, JSP, Struts, MySQL, Web Applications, Eclipse, Ant, Subversion, Software Design, Unix, Software Development, Unix Shell Scripting, Agile Methodologies, Tomcat, Oracle, Mobile Applications, Database Design, Integration, XML
Education
University of Calgary 1981 — 1985
BSc, Computer Science
William Cathriner, II William Cathriner, II's AIM Investments Experience 1995 - 1998
Job at Salient Partners L.P.
Industry Financial Services
Experience
Salient Partners L.P. January 2011 - Present
RDG Capital Management LLC July 2010 - Present
Castile Compliance Services, LLC July 2009 - Present
BBVA Investments August 2002 - July 2009
The BBVA Group & BBVA Compass Bank August 2002 - February 2009
Tradescape & Momentum Securities 1999 - 2000
AIM Investments 1995 - 1998
Texas Commerce Bank 1990 - 1993
Skills
Hedge Funds, Securities, Alternative Investments, Series 7, Equities, Mutual Funds, Asset Managment, Investments, Asset Allocation, FINRA, Series 63, AML, Trading, Financial Services, Finance, Asset Management, Banking, Fixed Income, Series 24, Wealth Management, Fund Of Funds, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 1988 — 1990
MBA, Finance
The Kinkaid School
Salient Partners L.P. January 2011 - Present
RDG Capital Management LLC July 2010 - Present
Castile Compliance Services, LLC July 2009 - Present
BBVA Investments August 2002 - July 2009
The BBVA Group & BBVA Compass Bank August 2002 - February 2009
Tradescape & Momentum Securities 1999 - 2000
AIM Investments 1995 - 1998
Texas Commerce Bank 1990 - 1993
Skills
Hedge Funds, Securities, Alternative Investments, Series 7, Equities, Mutual Funds, Asset Managment, Investments, Asset Allocation, FINRA, Series 63, AML, Trading, Financial Services, Finance, Asset Management, Banking, Fixed Income, Series 24, Wealth Management, Fund Of Funds, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 1988 — 1990
MBA, Finance
The Kinkaid School
Dan Widger's AIM Investments Experience August 1999 - July 2003
Job Security, Controls & Audit Consultant (CISSP, CISM, GSEC, GICSP, GSNA, GSPA, MBA)
Industry Utilities
Experience
Cyber Security & Compliance Consultant December 2008 - Present
DeVry University February 2008 - June 2011
BMC Software April 2007 - December 2008
NRG Energy February 2006 - April 2007
NRG Energy (Texas Genco) September 2005 - January 2007
Texas Genco/ NRG Energy 2005 - 2007
Stewart Title September 2003 - September 2005
STS 2003 - 2005
Stewart 2003 - 2005
AIM Investments August 1999 - July 2003
Skills
CIP, Cyber Security, Compliance, Information Security..., Information Security..., Security Architecture, Vulnerability Management, Incident Management, ISO 27001, ITIL, COBIT, Security Audits, Chain of Custody, Critical Infrastructure..., Cyber-security, Information Security, Computer Security, Security Architecture..., Security, Change Management, Application Security, Network Administration, Troubleshooting, Risk Assessment, Governance, Security Policy, Vulnerability Assessment, Information Technology, Computer Forensics, Servers, Disaster Recovery, Network Security, TCP/IP, Incident Response, NEI 08-09, CISSP, CISM, Security Awareness, IT Security Assessments, Penetration Testing, Networking, Operating Systems, Business Continuity
Education
University of Houston 1993 — 2000
MBA
University of South Alabama 1985 — 1986
MS
University of Mobile 1985 — 1985
BS
Wayland Baptist University 1981 — 1984
Cyber Security & Compliance Consultant December 2008 - Present
DeVry University February 2008 - June 2011
BMC Software April 2007 - December 2008
NRG Energy February 2006 - April 2007
NRG Energy (Texas Genco) September 2005 - January 2007
Texas Genco/ NRG Energy 2005 - 2007
Stewart Title September 2003 - September 2005
STS 2003 - 2005
Stewart 2003 - 2005
AIM Investments August 1999 - July 2003
Skills
CIP, Cyber Security, Compliance, Information Security..., Information Security..., Security Architecture, Vulnerability Management, Incident Management, ISO 27001, ITIL, COBIT, Security Audits, Chain of Custody, Critical Infrastructure..., Cyber-security, Information Security, Computer Security, Security Architecture..., Security, Change Management, Application Security, Network Administration, Troubleshooting, Risk Assessment, Governance, Security Policy, Vulnerability Assessment, Information Technology, Computer Forensics, Servers, Disaster Recovery, Network Security, TCP/IP, Incident Response, NEI 08-09, CISSP, CISM, Security Awareness, IT Security Assessments, Penetration Testing, Networking, Operating Systems, Business Continuity
Education
University of Houston 1993 — 2000
MBA
University of South Alabama 1985 — 1986
MS
University of Mobile 1985 — 1985
BS
Wayland Baptist University 1981 — 1984
Sam Exley-Aldridge,PMP, CSM, ITIL, CSAM, ASM's AIM Investments Experience February 2007 - July 2007
Job Owner, Sam Aldridge Enterprises
Industry Information Technology and Services
Experience
Memorial Hermann Health System July 2013 - Present
Sam Aldridge Enterprises June 2005 - Present
Huntsman Chemical July 2007 - July 2013
BP - North American Gas and Power June 2005 - December 2007
AIM Investments February 2007 - July 2007
AIG June 2006 - December 2006
Innovene LLC September 2005 - January 2006
Waste Management September 1994 - January 2005
CSC Credit Services January 1994 - September 1994
Oshman's Sporting Goods August 1987 - December 1993
Skills
Analysis, Business Analysis, Certified Project..., Purchasing, Databases, Software Development, Process Improvement, Information Technology, Management, Contract Management, Software Documentation, ERP, Project Management, ITIL, IT Asset Management, Software Asset..., Business Process..., Change Management
Education
The George Washington University - School of Business
Master's of Science - Project Management / MBA
University of Houston-Downtown 2008 — 2012
Bachelor of Business Administration (B.B.A.), CIS and Finance
Lonestar College 2005 — 2008
Associates of Arts
CSAM Class
CSM Class
ITIL Foundation V3
Memorial Hermann Health System July 2013 - Present
Sam Aldridge Enterprises June 2005 - Present
Huntsman Chemical July 2007 - July 2013
BP - North American Gas and Power June 2005 - December 2007
AIM Investments February 2007 - July 2007
AIG June 2006 - December 2006
Innovene LLC September 2005 - January 2006
Waste Management September 1994 - January 2005
CSC Credit Services January 1994 - September 1994
Oshman's Sporting Goods August 1987 - December 1993
Skills
Analysis, Business Analysis, Certified Project..., Purchasing, Databases, Software Development, Process Improvement, Information Technology, Management, Contract Management, Software Documentation, ERP, Project Management, ITIL, IT Asset Management, Software Asset..., Business Process..., Change Management
Education
The George Washington University - School of Business
Master's of Science - Project Management / MBA
University of Houston-Downtown 2008 — 2012
Bachelor of Business Administration (B.B.A.), CIS and Finance
Lonestar College 2005 — 2008
Associates of Arts
CSAM Class
CSM Class
ITIL Foundation V3
Margaret Vinson's AIM Investments Experience 1998 - 2007
Job Realtor at Martha Turner | Sotheby's International Realty
Industry Real Estate
Experience
Martha Turner Sotheby's International Realty 2014 - Present
Independent 2000 - 2014
Invesco 2007 - 2013
AIM Investments 1998 - 2007
AIM Investments 1995 - 1998
AIM Investments 1991 - 1995
AIM Investments 1989 - 1991
Skills
Strategy, Marketing, Analytics, Financial Services, Digital Marketing, Real Estate Transactions, Certified Negotiation..., Housing Trends, Real Estate Marketing, Real Estate Pricing, Asset Management, Real Estate, Sales, Negotiation
Education
University of Houston, C.T. Bauer College of Business 1992 — 1996
MBA, Finance
Rawls College of Business at Texas Tech University 1985 — 1989
BBA, Marketing
St. Agnes Academy
High School
Martha Turner Sotheby's International Realty 2014 - Present
Independent 2000 - 2014
Invesco 2007 - 2013
AIM Investments 1998 - 2007
AIM Investments 1995 - 1998
AIM Investments 1991 - 1995
AIM Investments 1989 - 1991
Skills
Strategy, Marketing, Analytics, Financial Services, Digital Marketing, Real Estate Transactions, Certified Negotiation..., Housing Trends, Real Estate Marketing, Real Estate Pricing, Asset Management, Real Estate, Sales, Negotiation
Education
University of Houston, C.T. Bauer College of Business 1992 — 1996
MBA, Finance
Rawls College of Business at Texas Tech University 1985 — 1989
BBA, Marketing
St. Agnes Academy
High School
Andres G. Cook's AIM Investments Experience January 2001 - January 2005
Job ITSM/ITIL Aficionado ServiceNow is hiring! See our openings at www.servicenow.com
Industry Information Technology and Services
Experience
ServiceNow - The Enterprise Cloud Company March 2014 - Present
TeleTech July 2010 - September 2013
ESM September 2009 - July 2010
OppenheimerFunds, Inc February 2005 - January 2009
AIM Investments January 2001 - January 2005
Independant Consultant January 1998 - January 2002
Skills
IT Service Management, ITIL Expert, Latin America, Remote Team Management, Leadership, Mentoring, Team Building, Solution Architecture, Process Improvement, Strategic Planning, Automation, Client Relationship..., Vendor Management, Highly Adaptable, Results Focused, CRM, ITIL, Virtual Teams, Management, Business Intelligence, Adaptation, Change Management, SDLC, Team Leadership, Service Delivery, Project Management, IT Operations, Result Oriented, Integration, Software Development, Troubleshooting, IT Management, Business Process, Testing, Outsourcing, IT Strategy, Information Technology, Business Analysis, Disaster Recovery, SharePoint, Data Center, Service Desk, Infrastructure, Enterprise Architecture, PMP, Requirements Analysis, Cloud Computing, PMO, Project Portfolio..., Software Documentation
Education
University of Houston, C.T. Bauer College of Business 1997 — 2000
BBA, Management Information Systems (MIS)
Exentia - ITIL® Expert 2011 — 2011
ITIL Expert, OSA, RCV, PPO, SOA, MALC
ServiceNow - The Enterprise Cloud Company March 2014 - Present
TeleTech July 2010 - September 2013
ESM September 2009 - July 2010
OppenheimerFunds, Inc February 2005 - January 2009
AIM Investments January 2001 - January 2005
Independant Consultant January 1998 - January 2002
Skills
IT Service Management, ITIL Expert, Latin America, Remote Team Management, Leadership, Mentoring, Team Building, Solution Architecture, Process Improvement, Strategic Planning, Automation, Client Relationship..., Vendor Management, Highly Adaptable, Results Focused, CRM, ITIL, Virtual Teams, Management, Business Intelligence, Adaptation, Change Management, SDLC, Team Leadership, Service Delivery, Project Management, IT Operations, Result Oriented, Integration, Software Development, Troubleshooting, IT Management, Business Process, Testing, Outsourcing, IT Strategy, Information Technology, Business Analysis, Disaster Recovery, SharePoint, Data Center, Service Desk, Infrastructure, Enterprise Architecture, PMP, Requirements Analysis, Cloud Computing, PMO, Project Portfolio..., Software Documentation
Education
University of Houston, C.T. Bauer College of Business 1997 — 2000
BBA, Management Information Systems (MIS)
Exentia - ITIL® Expert 2011 — 2011
ITIL Expert, OSA, RCV, PPO, SOA, MALC
Tony Snider's AIM Investments Experience July 1994 - January 2007
Job Senior Consultant at Banloch Consulting Group
Industry Information Services
Experience
Banloch Consulting Group March 2014 - Present
Universal American January 2013 - February 2014
Universal American December 2008 - December 2012
Reliant June 2008 - November 2008
Shell Oil 2007 - 2008
AIM Investments July 1994 - January 2007
Skills
User Acceptance Testing, Project Management, Strategic Planning, Business Continuity..., Process Improvement, Cross-functional Team..., Software Documentation, Leadership, Management, Visio, Analytics, Budgets, Testing, Vendor Management, SDLC
Education
University of Houston 1994 — 1995
Master of Arts (M.A.)
Texas State University-San Marcos 1989 — 1993
Bachelor of Arts (B.A.)
Banloch Consulting Group March 2014 - Present
Universal American January 2013 - February 2014
Universal American December 2008 - December 2012
Reliant June 2008 - November 2008
Shell Oil 2007 - 2008
AIM Investments July 1994 - January 2007
Skills
User Acceptance Testing, Project Management, Strategic Planning, Business Continuity..., Process Improvement, Cross-functional Team..., Software Documentation, Leadership, Management, Visio, Analytics, Budgets, Testing, Vendor Management, SDLC
Education
University of Houston 1994 — 1995
Master of Arts (M.A.)
Texas State University-San Marcos 1989 — 1993
Bachelor of Arts (B.A.)
Jonathan Friedmann's AIM Investments Experience January 1997 - November 2003
Job Quality Operations Manager at Apple
Industry Computer Hardware
Experience
Apple July 2013 - Present
Apple Inc. January 2011 - Present
Dell July 2006 - February 2010
Spherion November 2003 - July 2006
AIM Investments January 1997 - November 2003
Skills
Process Improvement, Quality Assurance
Education
The University of Texas at Austin 1992 — 1996
Apple July 2013 - Present
Apple Inc. January 2011 - Present
Dell July 2006 - February 2010
Spherion November 2003 - July 2006
AIM Investments January 1997 - November 2003
Skills
Process Improvement, Quality Assurance
Education
The University of Texas at Austin 1992 — 1996
Neil Thomas, MBA, PMP's AIM Investments Experience 1996 - 2007
Job Sr. Project Manager
Industry Oil & Energy
Experience
Plains All American January 2013 - Present
Invesco January 1994 - January 2013
AIM Investments 1996 - 2007
AIM Investments 1994 - 1995
GE Capital January 1993 - December 1993
First Financial Capital Corporation January 1992 - December 1992
Skills
Leadership, Project Management, Project Planning, Risk Management, Software Documentation, Vendor Management, Mutual Funds, Visio, Databases, Business Process..., Business Process, Management, Process Improvement
Education
University of St. Thomas (TX) 2007 — 2009
MBA, Finance
Texas State University 1987 — 1991
BBA, Finance
Plains All American January 2013 - Present
Invesco January 1994 - January 2013
AIM Investments 1996 - 2007
AIM Investments 1994 - 1995
GE Capital January 1993 - December 1993
First Financial Capital Corporation January 1992 - December 1992
Skills
Leadership, Project Management, Project Planning, Risk Management, Software Documentation, Vendor Management, Mutual Funds, Visio, Databases, Business Process..., Business Process, Management, Process Improvement
Education
University of St. Thomas (TX) 2007 — 2009
MBA, Finance
Texas State University 1987 — 1991
BBA, Finance
Krisanne Naudin's AIM Investments Experience April 2003 - Present
Job Investment Coordinator at Invesco Aim
Industry Financial Services
Experience
AIM Investments April 2003 - Present
Education
The Ohio State University 1985 — 1988
AIM Investments April 2003 - Present
Education
The Ohio State University 1985 — 1988
Sandra Soliz's AIM Investments Experience 1997 - 2002
Job Sr Manager, DEB Products at Direct Energy
Industry Oil & Energy
Experience
Direct Energy September 2015 - Present
Direct Energy January 2011 - Present
Constellation Energy 2009 - 2010
Constellation Energy 2007 - 2009
Constellation NewEnergy 2003 - 2007
AIM Investments 1997 - 2002
Skills
Project Management, Energy, Forecasting, Natural Gas, Commodity Markets, Management, Renewable Energy, Energy Management, Energy Markets, Process Improvement, Business Process..., Energy Efficiency, Risk Management, Analysis, Contract Management, Solar Energy
Education
University of Houston, C.T. Bauer College of Business 1999 — 2002
Master of Business Administration (MBA)
Texas State University-San Marcos
Bachelor of Science (BS), Mathematics
Direct Energy September 2015 - Present
Direct Energy January 2011 - Present
Constellation Energy 2009 - 2010
Constellation Energy 2007 - 2009
Constellation NewEnergy 2003 - 2007
AIM Investments 1997 - 2002
Skills
Project Management, Energy, Forecasting, Natural Gas, Commodity Markets, Management, Renewable Energy, Energy Management, Energy Markets, Process Improvement, Business Process..., Energy Efficiency, Risk Management, Analysis, Contract Management, Solar Energy
Education
University of Houston, C.T. Bauer College of Business 1999 — 2002
Master of Business Administration (MBA)
Texas State University-San Marcos
Bachelor of Science (BS), Mathematics
Kim (Majoue) Forbes's AIM Investments Experience October 1999 - June 2007
Job Teacher
Industry Primary/Secondary Education
Experience
Katy ISD September 2007 - Present
AIM Investments October 1999 - June 2007
Education
Texas State University 1994 — 1999
Katy ISD September 2007 - Present
AIM Investments October 1999 - June 2007
Education
Texas State University 1994 — 1999
Andrew Fritsch's AIM Investments Experience 2008 - 2010
Job Senior Compliance Officer at Invesco
Industry Financial Services
Experience
Invesco US March 2014 - Present
Invesco July 2012 - Present
Invesco Ltd. 2010 - October 2012
AIM Investments 2008 - 2010
INVESCO AIM 2006 - 2008
The Daily Cougar 2001 - 2003
Skills
Mutual Funds, Copywriting, Marketing Communications, Investments, Journalism, Financial Services, Editing, Marketing, Relationship Management, Microsoft Office, Market Research, Series 6, ETFs, Securities, FINRA, Series 7, Alternative Investments, Equities, Finance, Investment Management, Series 63, Due Diligence
Education
University of Houston 1999 — 2003
B.A., Advertising
Invesco US March 2014 - Present
Invesco July 2012 - Present
Invesco Ltd. 2010 - October 2012
AIM Investments 2008 - 2010
INVESCO AIM 2006 - 2008
The Daily Cougar 2001 - 2003
Skills
Mutual Funds, Copywriting, Marketing Communications, Investments, Journalism, Financial Services, Editing, Marketing, Relationship Management, Microsoft Office, Market Research, Series 6, ETFs, Securities, FINRA, Series 7, Alternative Investments, Equities, Finance, Investment Management, Series 63, Due Diligence
Education
University of Houston 1999 — 2003
B.A., Advertising
Darci Pearce's AIM Investments Experience April 2005 - June 2007
Job Internal Sales Consultant
Industry Investment Management
Experience
Invesco Ltd. March 2012 - Present
INVESCO July 2007 - March 2012
AIM Investments April 2005 - June 2007
AIM Investments April 2002 - April 2005
AIM Investments August 2000 - April 2002
Skills
Series 6, Series 7, Series 63
Education
University of Houston 1995 — 2000
Bachelor of Arts (B.A.), History
Invesco Ltd. March 2012 - Present
INVESCO July 2007 - March 2012
AIM Investments April 2005 - June 2007
AIM Investments April 2002 - April 2005
AIM Investments August 2000 - April 2002
Skills
Series 6, Series 7, Series 63
Education
University of Houston 1995 — 2000
Bachelor of Arts (B.A.), History
Lisa Medrano's AIM Investments Experience May 1995 - February 1998
Job Human Resources Consultant
Industry Human Resources
Gisele Maragos's AIM Investments Experience 2000 - Present
Job Financial Representative at AIM
Industry Financial Services
Kellie Veazey, CFA's AIM Investments Experience March 1999 - June 2004
Job Syndicate Trading at Invesco
Industry Investment Management
Experience
Invesco Ltd. June 2004 - Present
AIM Investments March 1999 - June 2004
AIM investments December 1995 - March 1999
Education
Texas Tech University 1987 — 1992
MBA, Finance
Invesco Ltd. June 2004 - Present
AIM Investments March 1999 - June 2004
AIM investments December 1995 - March 1999
Education
Texas Tech University 1987 — 1992
MBA, Finance
Robyn Howard Barnes's AIM Investments Experience 1998 - 2002
Job Owner at Tapestry Communications
Industry Public Relations and Communications
Experience
Tapestry Communications May 2008 - Present
Employee Benefit Solutions February 2005 - May 2008
AIM Investments 1998 - 2002
KNWS-TV June 1993 - May 1997
Skills
Public Relations, Media Relations, Marketing Communications, Public Speaking, Non-profits, Marketing, Leadership, Newsletters, Crisis Communications, Marketing Strategy, Brand Development, Strategic Planning, Corporate Communications, Strategic Communications, Internal Communications, Event Management, Program Management, Copywriting, Social Media Marketing, Press Releases, Publicity, Corporate Branding, Communications Planning, Integrated Marketing, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 1984 — 1986
BBA & MBA, Marketing
Tapestry Communications May 2008 - Present
Employee Benefit Solutions February 2005 - May 2008
AIM Investments 1998 - 2002
KNWS-TV June 1993 - May 1997
Skills
Public Relations, Media Relations, Marketing Communications, Public Speaking, Non-profits, Marketing, Leadership, Newsletters, Crisis Communications, Marketing Strategy, Brand Development, Strategic Planning, Corporate Communications, Strategic Communications, Internal Communications, Event Management, Program Management, Copywriting, Social Media Marketing, Press Releases, Publicity, Corporate Branding, Communications Planning, Integrated Marketing, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 1984 — 1986
BBA & MBA, Marketing
DELTON HARPER's AIM Investments Experience March 2002 - Present
Job REPRESENTATIVE at AIM INVESTMENTS
Industry Financial Services
Experience
AIM Investments March 2002 - Present
Education
University of Houston-Downtown 1998 — 2000
AIM Investments March 2002 - Present
Education
University of Houston-Downtown 1998 — 2000
Marcus Ramirez's AIM Investments Experience June 1999 - September 2007
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2007 - Present
AIM Investments June 1999 - September 2007
Skills
Asset Allocation, Mutual Funds, Investments, Asset Managment, Relationship Management, Financial Services, Risk Management, Series 7, Series 63, Alternative Investments, Retirement Planning, Asset Management
Education
The University of Texas at Austin 1994 — 1999
Fidelity Investments September 2007 - Present
AIM Investments June 1999 - September 2007
Skills
Asset Allocation, Mutual Funds, Investments, Asset Managment, Relationship Management, Financial Services, Risk Management, Series 7, Series 63, Alternative Investments, Retirement Planning, Asset Management
Education
The University of Texas at Austin 1994 — 1999
Jeffrey Pennell's AIM Investments Experience September 1991 - June 2008
Job Compliance Officer at Invesco
Industry Financial Services
Experience
Invesco August 2010 - Present
Tiras Pennington & Associates / Ameriprise Financial October 2008 - August 2010
AIM Investments September 1991 - June 2008
Skills
Mutual Funds, Asset Managment, Investments, ETFs, Alternative Investments, Series 6, Equities, Series 65, FINRA, Portfolio Management, Wealth Management, Securities, Uniform Combined State..., Retirement, Retirement Planning, Risk Management, Relationship Management, Asset Allocation, Hedge Funds, Investment Advisory, Financial Services, Asset Management, Separately Managed...
Education
University of Houston 1985 — 1991
University of Houston 1985 — 1990
BS, Architecture
Invesco August 2010 - Present
Tiras Pennington & Associates / Ameriprise Financial October 2008 - August 2010
AIM Investments September 1991 - June 2008
Skills
Mutual Funds, Asset Managment, Investments, ETFs, Alternative Investments, Series 6, Equities, Series 65, FINRA, Portfolio Management, Wealth Management, Securities, Uniform Combined State..., Retirement, Retirement Planning, Risk Management, Relationship Management, Asset Allocation, Hedge Funds, Investment Advisory, Financial Services, Asset Management, Separately Managed...
Education
University of Houston 1985 — 1991
University of Houston 1985 — 1990
BS, Architecture
Becky Baggett's AIM Investments Experience 1999 - 2001
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2008 - Present
NFP Securities October 2006 - November 2008
AIG VALIC July 2001 - October 2006
AIM Investments 1999 - 2001
Skills
Series 7, Series 63, Series 65, Salesforce.com
Education
The University of Texas at Austin 1994 — 1998
Merrill Lynch November 2008 - Present
NFP Securities October 2006 - November 2008
AIG VALIC July 2001 - October 2006
AIM Investments 1999 - 2001
Skills
Series 7, Series 63, Series 65, Salesforce.com
Education
The University of Texas at Austin 1994 — 1998
Jonathan Blankenheim, CFA's AIM Investments Experience November 1999 - August 2006
Job Credit Manager at Shell Trading
Industry Oil & Energy
Experience
Shell Trading April 2015 - Present
Shell Trading November 2013 - April 2015
Shell Trading September 2010 - November 2013
Standard & Poor's Corp. Ratings July 2008 - August 2010
AIM Investments November 1999 - August 2006
Skills
Financial Modeling, Fixed Income, Financial Analysis, Due Diligence, Risk Management, Capital Markets, Finance, Credit Risk, Financial Risk, Analysis, Commodity, Credit, Valuation
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Corporate Finance
The University of Texas at Austin - Red McCombs School of Business 1994 — 1998
BBA, Marketing
Shell Trading April 2015 - Present
Shell Trading November 2013 - April 2015
Shell Trading September 2010 - November 2013
Standard & Poor's Corp. Ratings July 2008 - August 2010
AIM Investments November 1999 - August 2006
Skills
Financial Modeling, Fixed Income, Financial Analysis, Due Diligence, Risk Management, Capital Markets, Finance, Credit Risk, Financial Risk, Analysis, Commodity, Credit, Valuation
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Corporate Finance
The University of Texas at Austin - Red McCombs School of Business 1994 — 1998
BBA, Marketing
Mark Gilley, CFA's AIM Investments Experience August 1996 - May 2008
Job Senior Analyst at INVESCO
Industry Investment Management
Experience
INVESCO January 2009 - Present
AIM Investments August 1996 - May 2008
Education
The University of Texas at Austin 1988 — 1992
Bachelor of Business Administration (BBA)
University of Missouri-Kansas City 1993 — 1996
MBA, Finance
INVESCO January 2009 - Present
AIM Investments August 1996 - May 2008
Education
The University of Texas at Austin 1988 — 1992
Bachelor of Business Administration (BBA)
University of Missouri-Kansas City 1993 — 1996
MBA, Finance
Pradeep Polepalli's AIM Investments Experience March 2006 - July 2006
Job Senior Oracle Developer at Zale
Industry Information Technology and Services
Experience
Zale Corporation March 2013 - Present
Fidelity Investments February 2012 - March 2013
Blue Cross Blue Shield of Texas August 2011 - January 2012
LITTON LOAN SERVICING May 2007 - July 2011
Eagle Global Logistics July 2006 - April 2007
AIM Investments March 2006 - July 2006
American Express May 2005 - February 2006
Skills
PL/SQL, Oracle, SSIS, Oracle Applications, Software Development, Informatica, Data Warehousing, Business Intelligence, ETL, Oracle E-Business Suite, Oracle HR, Performance Tuning, Database Design, SQL*Plus, SQL, Data Modeling, Databases, Toad, SDLC, Unix, Oracle Reports
Education
Texas state university
Master Degree, Computer Science
Zale Corporation March 2013 - Present
Fidelity Investments February 2012 - March 2013
Blue Cross Blue Shield of Texas August 2011 - January 2012
LITTON LOAN SERVICING May 2007 - July 2011
Eagle Global Logistics July 2006 - April 2007
AIM Investments March 2006 - July 2006
American Express May 2005 - February 2006
Skills
PL/SQL, Oracle, SSIS, Oracle Applications, Software Development, Informatica, Data Warehousing, Business Intelligence, ETL, Oracle E-Business Suite, Oracle HR, Performance Tuning, Database Design, SQL*Plus, SQL, Data Modeling, Databases, Toad, SDLC, Unix, Oracle Reports
Education
Texas state university
Master Degree, Computer Science
Jeff Germany's AIM Investments Experience 2001 - 2006
Job Real Estate Applications Team Lead
Industry Financial Services
Experience
Invesco Ltd. June 2006 - Present
Invesco Aim January 2001 - June 2006
AIM Investments 2001 - 2006
Skills
Project Management, Vendor Management, Business Analysis, IT Management, IT Strategy, Risk Management, Disaster Recovery, Trading Systems, Requirements Analysis, Asset Management, Market Data, ITIL, Portfolio Management, Software Project...
Education
University of Houston 1997 — 2000
MIS, Business Administration, Management Information Systems
Invesco Ltd. June 2006 - Present
Invesco Aim January 2001 - June 2006
AIM Investments 2001 - 2006
Skills
Project Management, Vendor Management, Business Analysis, IT Management, IT Strategy, Risk Management, Disaster Recovery, Trading Systems, Requirements Analysis, Asset Management, Market Data, ITIL, Portfolio Management, Software Project...
Education
University of Houston 1997 — 2000
MIS, Business Administration, Management Information Systems
Meredith Hayes, CFP®, CRC®'s AIM Investments Experience 1995 - 2002
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial 2015 - Present
Canard Capital Partners 2014 - 2015
BBVA Compass Investment Solutions 2011 - 2013
Transamerica 2008 - 2011
Van Kampen Investments 2005 - 2008
Federated Investors 2003 - 2005
AIM Investments 1995 - 2002
Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Relationship Management, Key Account Management, Insurance, Asset Allocation, Series 6, Securities, Wealth Management, Series 65, Series 24, 401k, Investment Advisory, FINRA
Education
The University of Texas at Austin 2013 — 2014
Financial Planning Certificate Program
Texas A&M University 1989 — 1994
Bachelor of Science
Nationwide Financial 2015 - Present
Canard Capital Partners 2014 - 2015
BBVA Compass Investment Solutions 2011 - 2013
Transamerica 2008 - 2011
Van Kampen Investments 2005 - 2008
Federated Investors 2003 - 2005
AIM Investments 1995 - 2002
Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Relationship Management, Key Account Management, Insurance, Asset Allocation, Series 6, Securities, Wealth Management, Series 65, Series 24, 401k, Investment Advisory, FINRA
Education
The University of Texas at Austin 2013 — 2014
Financial Planning Certificate Program
Texas A&M University 1989 — 1994
Bachelor of Science
Steve Talmage's AIM Investments Experience 1997 - 1998
Job Director, Investment Systems Development
Industry Financial Services
Experience
Mellon Capital Management Corp October 1999 - Present
Barclays Global Investors 1998 - 1999
AIM Investments 1997 - 1998
Mellon Capital Management March 1994 - May 1997
Skills
Trading Systems, Asset Managment, Middle Office, Software Development, Equities, Order Management, Offshore Software..., Business Analysis, Operations Management, Management, Business Process..., Investments, Change Management, Data Management, Front to Back Office, Systems Analysis, Business Process Design, Cross-functional Team..., Bloomberg, Fixed Income, Hedge Funds, Equity Trading, Asset Management
Education
University of Houston, C.T. Bauer College of Business 1991 — 1993
BBA, MIS
Mellon Capital Management Corp October 1999 - Present
Barclays Global Investors 1998 - 1999
AIM Investments 1997 - 1998
Mellon Capital Management March 1994 - May 1997
Skills
Trading Systems, Asset Managment, Middle Office, Software Development, Equities, Order Management, Offshore Software..., Business Analysis, Operations Management, Management, Business Process..., Investments, Change Management, Data Management, Front to Back Office, Systems Analysis, Business Process Design, Cross-functional Team..., Bloomberg, Fixed Income, Hedge Funds, Equity Trading, Asset Management
Education
University of Houston, C.T. Bauer College of Business 1991 — 1993
BBA, MIS
Kyle Schuenemann, CIMA's AIM Investments Experience April 1994 - November 2000
Job Managing Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2007 - Present
MFS Investment Management December 2000 - January 2007
AIM Investments April 1994 - November 2000
Skills
Series 63, Mutual Funds, Series 6, Series 24, Asset Allocation, Series 65, Retirement Planning, Retirement, 401k, Investments, Investment Management, Asset Management, Investment Strategies, Series 7, Financial Services, Uniform Combined State..., Portfolio Management, Investment Advisory
Education
Texas A&M University 1989 — 1993
Bachelor of Science (B.S.) - Cum Laude, Political Science
MFS Investment Management February 2007 - Present
MFS Investment Management December 2000 - January 2007
AIM Investments April 1994 - November 2000
Skills
Series 63, Mutual Funds, Series 6, Series 24, Asset Allocation, Series 65, Retirement Planning, Retirement, 401k, Investments, Investment Management, Asset Management, Investment Strategies, Series 7, Financial Services, Uniform Combined State..., Portfolio Management, Investment Advisory
Education
Texas A&M University 1989 — 1993
Bachelor of Science (B.S.) - Cum Laude, Political Science
Shelby Hutto-Stegent's AIM Investments Experience March 2002 - October 2004
Job Sales Strategy Manager at Invesco
Industry Financial Services
Experience
Invesco June 2013 - November 2014
Invesco Ltd. June 2010 - June 2013
Invesco Aim October 2004 - June 2010
AIM Investments March 2002 - October 2004
AIM Investments May 2000 - March 2002
Skills
Mutual Funds, Investments, Asset Managment, ETFs, Marketing, Risk Management, Business Development, Portfolio Management, Management, Financial Services, Series 7, Asset Management, Asset Allocation, Separately Managed..., Series 63, Wealth Management, Investment Strategies, Alternative Investments, Relationship Management, Investment Management
Education
Texas State University 1996 — 2000
Invesco June 2013 - November 2014
Invesco Ltd. June 2010 - June 2013
Invesco Aim October 2004 - June 2010
AIM Investments March 2002 - October 2004
AIM Investments May 2000 - March 2002
Skills
Mutual Funds, Investments, Asset Managment, ETFs, Marketing, Risk Management, Business Development, Portfolio Management, Management, Financial Services, Series 7, Asset Management, Asset Allocation, Separately Managed..., Series 63, Wealth Management, Investment Strategies, Alternative Investments, Relationship Management, Investment Management
Education
Texas State University 1996 — 2000
Emily Schwenke's AIM Investments Experience September 2005 - July 2007
Job Americas Technology Practice Manager
Industry Computer Software
Experience
Veritas Technologies LLC March 2015 - Present
Symantec July 2007 - March 2015
AIM Investments September 2005 - July 2007
ExxonMobil March 2001 - September 2005
ConocoPhillips September 2002 - November 2002
Texaco September 2000 - February 2001
BHP IT July 1999 - June 2000
Williams July 1997 - March 1999
Williams Communications Group 1998 - 1999
Skills
VMware, Litigation Support, Virtualization, Disaster Recovery, Netbackup, Cloud Computing, Enterprise Vault, Email Archiving, Digital Archiving, eDiscovery, Networking, High Availability, Enterprise Software, Storage Area Networks, Storage, Digital Preservation, Messaging, Microsoft Exchange, Active Directory..., Storage Virtualization, NAS, SAN, Backup Solutions, Enterprise Storage, NetBackup, SaaS, Solution Selling
Education
University of Houston 1993 — 1995
University of Houston
English Language and Literature, General
Veritas Technologies LLC March 2015 - Present
Symantec July 2007 - March 2015
AIM Investments September 2005 - July 2007
ExxonMobil March 2001 - September 2005
ConocoPhillips September 2002 - November 2002
Texaco September 2000 - February 2001
BHP IT July 1999 - June 2000
Williams July 1997 - March 1999
Williams Communications Group 1998 - 1999
Skills
VMware, Litigation Support, Virtualization, Disaster Recovery, Netbackup, Cloud Computing, Enterprise Vault, Email Archiving, Digital Archiving, eDiscovery, Networking, High Availability, Enterprise Software, Storage Area Networks, Storage, Digital Preservation, Messaging, Microsoft Exchange, Active Directory..., Storage Virtualization, NAS, SAN, Backup Solutions, Enterprise Storage, NetBackup, SaaS, Solution Selling
Education
University of Houston 1993 — 1995
University of Houston
English Language and Literature, General
Debi Kiemsteadt's AIM Investments Experience OfficerInvesco AIM2006 - Present
Job Officer at Invesco
Industry Financial Services
Experience
AIM Investments OfficerInvesco AIM2006 - Present
Invesco Ltd. 1992 - 2012
Invesco Ltd. 2003 - 2010
AIM 1990 - 2007
AIM 1990 - 2007
Education
Texas State University 1988 — 1992
BBA, Marketing
AIM Investments OfficerInvesco AIM2006 - Present
Invesco Ltd. 1992 - 2012
Invesco Ltd. 2003 - 2010
AIM 1990 - 2007
AIM 1990 - 2007
Education
Texas State University 1988 — 1992
BBA, Marketing
Karl Pry's AIM Investments Experience 1998 - 2008
Job Director of Human Resources
Industry Human Resources
Experience
HR Strategies 2010 - Present
Invesco Aim 1998 - 2008
AIM Investments 1998 - 2008
AIM Investments January 1998 - January 2002
CAMCO INTERNATIONAL, INC January 1991 - January 1998
Camco International (now a part of Schlumberger) 1991 - 1998
HUGHES January 1990 - January 1991
M.W January 1986 - January 1989
SONAT, INC January 1984 - January 1986
Skills
Employee Relations, Compensation, Performance Management, Benefits, Succession Planning, Talent Management, HRIS, Leadership Development, Organizational..., Change Management, Workforce Planning, Coaching, Team Building, Benefits Administration, HR Policies, Organizational..., Mergers, Talent Acquisition, Strategic Planning, Employee Benefits, Employee Engagement, Employment Law, Interviewing, Hiring, Process Improvement, Recruitment/Retention, Vendor Management, Budgeting, HR Strategy, Performance Improvement, College Recruiting, Onboarding, Labor Relations, Acquisition Integration, HR Consulting
Education
Texas A&M University 1979 — 1984
Texas A&M University 1979 — 1984
B.B.A, Management
TEXAS A&M UNIVERSITY, College
B.B.A, Business Analysis
East Chambers
HR Strategies 2010 - Present
Invesco Aim 1998 - 2008
AIM Investments 1998 - 2008
AIM Investments January 1998 - January 2002
CAMCO INTERNATIONAL, INC January 1991 - January 1998
Camco International (now a part of Schlumberger) 1991 - 1998
HUGHES January 1990 - January 1991
M.W January 1986 - January 1989
SONAT, INC January 1984 - January 1986
Skills
Employee Relations, Compensation, Performance Management, Benefits, Succession Planning, Talent Management, HRIS, Leadership Development, Organizational..., Change Management, Workforce Planning, Coaching, Team Building, Benefits Administration, HR Policies, Organizational..., Mergers, Talent Acquisition, Strategic Planning, Employee Benefits, Employee Engagement, Employment Law, Interviewing, Hiring, Process Improvement, Recruitment/Retention, Vendor Management, Budgeting, HR Strategy, Performance Improvement, College Recruiting, Onboarding, Labor Relations, Acquisition Integration, HR Consulting
Education
Texas A&M University 1979 — 1984
Texas A&M University 1979 — 1984
B.B.A, Management
TEXAS A&M UNIVERSITY, College
B.B.A, Business Analysis
East Chambers
Wayne Chan's AIM Investments Experience January 2001 - September 2002
Job Manager, IT Investments Client Services and Global Services at Invesco
Industry Financial Services
Experience
Invesco June 2006 - Present
AMVESCAP September 2002 - June 2006
AIM Investments January 2001 - September 2002
AIM Investments November 1999 - January 2001
AIM Investments May 1999 - November 1999
AIM Investments March 1996 - June 1999
AIM Management Group Inc. January 1995 - March 1996
NPL, Inc June 1994 - November 1994
Skills
Investments, Process Improvement, Disaster Recovery, IT Management, ITIL, Vendor Management, Asset Managment, Business Analysis, IT Strategy, IT Service Management
Education
The University of Texas at Austin 1990 — 1994
Invesco June 2006 - Present
AMVESCAP September 2002 - June 2006
AIM Investments January 2001 - September 2002
AIM Investments November 1999 - January 2001
AIM Investments May 1999 - November 1999
AIM Investments March 1996 - June 1999
AIM Management Group Inc. January 1995 - March 1996
NPL, Inc June 1994 - November 1994
Skills
Investments, Process Improvement, Disaster Recovery, IT Management, ITIL, Vendor Management, Asset Managment, Business Analysis, IT Strategy, IT Service Management
Education
The University of Texas at Austin 1990 — 1994
Toni Tamborello's AIM Investments Experience Senior Internal WholesalerAIM DISTRIBUTORS, INC., Houston, TX2007 - Present
Job Senior Internal Wholesaler Retirement Plans at AIM Investments
Industry Investment Management
Experience
AIM Investments Senior Internal WholesalerAIM DISTRIBUTORS, INC., Houston, TX2007 - Present
Invesco Ltd. 2010 - 2010
Evergreen Investments September 2006 - January 2007
AIM Investments March 2000 - September 2005
Education
University of Houston, C.T. Bauer College of Business 1997 — 2012
AIM Investments Senior Internal WholesalerAIM DISTRIBUTORS, INC., Houston, TX2007 - Present
Invesco Ltd. 2010 - 2010
Evergreen Investments September 2006 - January 2007
AIM Investments March 2000 - September 2005
Education
University of Houston, C.T. Bauer College of Business 1997 — 2012
John Segner's AIM Investments Experience Managing Director, Senior Vice PresidentInvesco AimFebruary 1997 - Present
Job Managing Director, Senior Vice President at Invesco Aim
Industry Financial Services
Experience
AIM Investments Managing Director, Senior Vice PresidentInvesco AimFebruary 1997 - Present
Education
The University of Texas at Austin
MBA
University of Alabama
BSCE, Civil Engineering
AIM Investments Managing Director, Senior Vice PresidentInvesco AimFebruary 1997 - Present
Education
The University of Texas at Austin
MBA
University of Alabama
BSCE, Civil Engineering
Troy Avina's AIM Investments Experience SupervisorInvesco Aim2007 - Present
Job CMA Supervisor at AIM Investments
Industry Financial Services
Experience
AIM Investments SupervisorInvesco Aim2007 - Present
Invesco Ltd. 2000 - 2011
Education
Texas A&M University 1993 — 1998
AIM Investments SupervisorInvesco Aim2007 - Present
Invesco Ltd. 2000 - 2011
Education
Texas A&M University 1993 — 1998
Eric Wolford's AIM Investments Experience May 1999 - August 2005
Job Regional Sales Manager at Great American Insurance
Industry Financial Services
Experience
Great American Insurance July 2015 - Present
Ash Brokerage February 2009 - Present
WR Anderson & Co. February 2009 - September 2010
Genworth Financial August 2007 - March 2009
AIM Investments May 1999 - August 2005
Skills
Fixed Annuities, Series 63, Mutual Funds, Series 7, Separately Managed..., Retirement, Variable Annuities, Life Insurance, Underwriting, Strategic Financial..., Risk Management, Disability Insurance, Customer Retention, Customer Service, Long-term Care, Problem Solving, Coaching, Public Speaking, Term Life Insurance, Strategic Planning, Sales Management, Analysis, New Business Development, Insurance, Universal Life, Whole Life, Long Term Care Insurance, Wealth Management, Estate Planning, Relationship Management, Brokers, Licensed Life Insurance..., Sales Presentations, Variable Life, Investment Strategies, Permanent Life Insurance, Financial Planners, Retirement Planning, Financial Services, Buy-sell Agreements, Indexed Annuities, FINRA, High Net Worth..., Annuity Sales, Key Person Insurance, Critical Illness, Finance, Insurance Brokerage, Portfolio Management, Wealth Management...
Education
University of Houston-Downtown 2003 — 2005
Bachelor of Science (B.S.)
University of Arkansas at Little Rock
Great American Insurance July 2015 - Present
Ash Brokerage February 2009 - Present
WR Anderson & Co. February 2009 - September 2010
Genworth Financial August 2007 - March 2009
AIM Investments May 1999 - August 2005
Skills
Fixed Annuities, Series 63, Mutual Funds, Series 7, Separately Managed..., Retirement, Variable Annuities, Life Insurance, Underwriting, Strategic Financial..., Risk Management, Disability Insurance, Customer Retention, Customer Service, Long-term Care, Problem Solving, Coaching, Public Speaking, Term Life Insurance, Strategic Planning, Sales Management, Analysis, New Business Development, Insurance, Universal Life, Whole Life, Long Term Care Insurance, Wealth Management, Estate Planning, Relationship Management, Brokers, Licensed Life Insurance..., Sales Presentations, Variable Life, Investment Strategies, Permanent Life Insurance, Financial Planners, Retirement Planning, Financial Services, Buy-sell Agreements, Indexed Annuities, FINRA, High Net Worth..., Annuity Sales, Key Person Insurance, Critical Illness, Finance, Insurance Brokerage, Portfolio Management, Wealth Management...
Education
University of Houston-Downtown 2003 — 2005
Bachelor of Science (B.S.)
University of Arkansas at Little Rock
Leslie York Renfro's AIM Investments Experience January 1999 - May 2006
Job Sr. Business Systems Analyst at Invesco Aim
Industry Financial Services
Experience
Invesco Aim May 2006 - Present
AIM Investments January 1999 - May 2006
AIM Investments March 1997 - January 1999
AIM Investments January 1996 - March 1997
C.I.A. Services January 1992 - December 1995
Education
Texas State University 1987 — 1991
Bachelors, Psychology, Biology
Invesco Aim May 2006 - Present
AIM Investments January 1999 - May 2006
AIM Investments March 1997 - January 1999
AIM Investments January 1996 - March 1997
C.I.A. Services January 1992 - December 1995
Education
Texas State University 1987 — 1991
Bachelors, Psychology, Biology
Shaun Castillo Fisher's AIM Investments Experience March 2004 - July 2008
Job AVP, Business Analyst III, Business Intelligence Group at Amegy Bank
Industry Financial Services
Experience
Amegy Bank August 2009 - November 2011
Amegy Bank August 2009 - November 2011
Amegy Bank July 2008 - August 2009
AIM Investments March 2004 - July 2008
Education
The University of Texas at Austin 1991 — 1995
Bachelors, Psychology
LBJ High School 1984 — 1991
Harris Elementary School
Amegy Bank August 2009 - November 2011
Amegy Bank August 2009 - November 2011
Amegy Bank July 2008 - August 2009
AIM Investments March 2004 - July 2008
Education
The University of Texas at Austin 1991 — 1995
Bachelors, Psychology
LBJ High School 1984 — 1991
Harris Elementary School
Jason McLean's AIM Investments Experience October 1998 - December 2004
Job Director of Trading at Iridian Asset Management
Industry Investment Management
Experience
Iridian Asset Management January 2005 - Present
AIM Investments October 1998 - December 2004
Skills
Program Trading, Equities, Equity Trading, Hedge Funds, Electronic Trading, Trading Systems, Bloomberg, Trading, Series 7, Market Structure, ETFs, Trading Strategies, Series 63, Options, Financial Markets, Asset Managment, Buy-side, Equity Derivatives, Securities, Investments, Asset Management
Education
Texas A&M University 1988 — 1992
Economics
Iridian Asset Management January 2005 - Present
AIM Investments October 1998 - December 2004
Skills
Program Trading, Equities, Equity Trading, Hedge Funds, Electronic Trading, Trading Systems, Bloomberg, Trading, Series 7, Market Structure, ETFs, Trading Strategies, Series 63, Options, Financial Markets, Asset Managment, Buy-side, Equity Derivatives, Securities, Investments, Asset Management
Education
Texas A&M University 1988 — 1992
Economics
Shannon Fritz's AIM Investments Experience 1996 - 2007
Job Owner, Learning Express Toys
Industry Retail
Experience
Learning Express Toys 2007 - Present
AIM Investments 1996 - 2007
INVESCO 1996 - 2006
Invesco Aim 1996 - 2006
Skills
Customer Service, Marketing, Strategic Planning, Social Media, Sales, Marketing Strategy, Social Media Marketing, Social Networking, Email Marketing, Team Building, Small Business, Sales Management, New Business Development, Advertising, Public Relations, Public Speaking, Event Planning, Product Development, Real Estate, Retail, Trade Shows, Online Marketing, Business Strategy, Online Advertising, Entrepreneurship, Merchandising
Education
Texas A&M University 1989 — 1993
Bachelor of Science, Journalism
Anderson High School 1985 — 1989
Learning Express Toys 2007 - Present
AIM Investments 1996 - 2007
INVESCO 1996 - 2006
Invesco Aim 1996 - 2006
Skills
Customer Service, Marketing, Strategic Planning, Social Media, Sales, Marketing Strategy, Social Media Marketing, Social Networking, Email Marketing, Team Building, Small Business, Sales Management, New Business Development, Advertising, Public Relations, Public Speaking, Event Planning, Product Development, Real Estate, Retail, Trade Shows, Online Marketing, Business Strategy, Online Advertising, Entrepreneurship, Merchandising
Education
Texas A&M University 1989 — 1993
Bachelor of Science, Journalism
Anderson High School 1985 — 1989
Doug Henson's AIM Investments Experience May 1994 - May 2006
Job SAP Business Objects Report Developer
Industry Hospital & Health Care
Experience
Harris County Hospital District June 2011 - Present
Amegy Bank October 2006 - April 2011
AIM Investments May 1994 - May 2006
Education
University of Houston 1988 — 1991
Accounting
Harris County Hospital District June 2011 - Present
Amegy Bank October 2006 - April 2011
AIM Investments May 1994 - May 2006
Education
University of Houston 1988 — 1991
Accounting
Linn Wright's AIM Investments Experience 2000 - 2004
Job Owner, Linn Wright Realty
Industry Real Estate
Experience
Keller Williams July 2007 - Present
Keller Williams Realty 2007 - Present
Keller Williams, Pearland 2007 - 2010
AIM Investments 2000 - 2004
Coral Energy 1998 - 2000
American General January 1992 - February 1998
Investment Advisors, Inc. 1982 - 1991
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1981
MBA, Marketing & Advertising
University of Illinois at Urbana-Champaign 1975 — 1978
B.S., Advertising
Nicolet High School 1970 — 1974
yes, general
Keller Williams July 2007 - Present
Keller Williams Realty 2007 - Present
Keller Williams, Pearland 2007 - 2010
AIM Investments 2000 - 2004
Coral Energy 1998 - 2000
American General January 1992 - February 1998
Investment Advisors, Inc. 1982 - 1991
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1981
MBA, Marketing & Advertising
University of Illinois at Urbana-Champaign 1975 — 1978
B.S., Advertising
Nicolet High School 1970 — 1974
yes, general
Geossie Pasuquin's AIM Investments Experience June 2000 - October 2004
Job Internal Sales Consultant at Invesco
Industry Financial Services
Experience
Invesco Ltd. November 2004 - Present
AIM Investments June 2000 - October 2004
Skills
Series 7, Management, Sales, Mutual Funds, Alternative Investments, Investments, Asset Allocation, Series 63, Investment Strategies
Education
University of Houston, C.T. Bauer College of Business 1992 — 1996
Invesco Ltd. November 2004 - Present
AIM Investments June 2000 - October 2004
Skills
Series 7, Management, Sales, Mutual Funds, Alternative Investments, Investments, Asset Allocation, Series 63, Investment Strategies
Education
University of Houston, C.T. Bauer College of Business 1992 — 1996
Gavin Reichman's AIM Investments Experience 1997 - 2005
Job Managing Director ActiveRx Houston Strength Therapy Centers
Industry Health, Wellness and Fitness
Experience
ActiveRx - Strengtherapy Centers February 2015 - Present
Metal Networks January 2014 - February 2015
O'Neal Steel May 2012 - November 2013
Pasadena Insurance Agency (PIAI) May 2009 - April 2012
New Process Steel April 2006 - November 2008
AIM Investments 1997 - 2005
Skills
Management, Cross-functional Team..., Process Improvement, Operations Management, Negotiation, New Business Development, Strategic Planning, Sales, Insurance, Financial Analysis, Project Management, Team Building, Marketing, Competitive Analysis, Risk Management, Business Development, Leadership
Education
University of Houston, C.T. Bauer College of Business 2001 — 2003
Masters, Business
The University of Texas at Austin 1990 — 1994
BA
ActiveRx - Strengtherapy Centers February 2015 - Present
Metal Networks January 2014 - February 2015
O'Neal Steel May 2012 - November 2013
Pasadena Insurance Agency (PIAI) May 2009 - April 2012
New Process Steel April 2006 - November 2008
AIM Investments 1997 - 2005
Skills
Management, Cross-functional Team..., Process Improvement, Operations Management, Negotiation, New Business Development, Strategic Planning, Sales, Insurance, Financial Analysis, Project Management, Team Building, Marketing, Competitive Analysis, Risk Management, Business Development, Leadership
Education
University of Houston, C.T. Bauer College of Business 2001 — 2003
Masters, Business
The University of Texas at Austin 1990 — 1994
BA
Kay Pierce's AIM Investments Experience March 1994 - May 2004
Job Human Resources Director at David Weekley Homes
Industry Human Resources
Experience
David Weekley Homes January 2015 - Present
David Weekley Homes May 2004 - December 2014
AIM Investments March 1994 - May 2004
Skills
Onboarding, Talent Acquisition, Performance Management, Employee Relations, Applicant Tracking..., Management, Budgets, Human Resources, Deferred Compensation, Leadership, Talent Management, Customer Service, Strategic Planning, Leadership Development, Contract Negotiation, Employee Training, Recruiting, Benefits Administration, Team Building, Outlook, Workforce Planning, Succession Planning, Coaching, HRIS, Sourcing
Education
Texas A&M University 1987 — 1991
David Weekley Homes January 2015 - Present
David Weekley Homes May 2004 - December 2014
AIM Investments March 1994 - May 2004
Skills
Onboarding, Talent Acquisition, Performance Management, Employee Relations, Applicant Tracking..., Management, Budgets, Human Resources, Deferred Compensation, Leadership, Talent Management, Customer Service, Strategic Planning, Leadership Development, Contract Negotiation, Employee Training, Recruiting, Benefits Administration, Team Building, Outlook, Workforce Planning, Succession Planning, Coaching, HRIS, Sourcing
Education
Texas A&M University 1987 — 1991
John Berry, CFP's AIM Investments Experience 1995 - 2002
Job Certified Financial Planner and Owner of Corner Post Financial Planning
Industry Financial Services
Experience
Corner Post Financial Planning April 2006 - Present
Curian Capital 2002 - 2004
AIM Investments 1995 - 2002
Education
Texas A&M University 1988 — 1992
Bachelor's of Science
Corner Post Financial Planning April 2006 - Present
Curian Capital 2002 - 2004
AIM Investments 1995 - 2002
Education
Texas A&M University 1988 — 1992
Bachelor's of Science
Morgan Birkelbach's AIM Investments Experience 2001 - 2005
Job Owner, Pepperidge Farm
Industry Food & Beverages
Experience
Pepperidge Farm April 2006 - Present
AIM Investments 2001 - 2005
Skills
Strategic Planning
Education
University of Texas 1995 — 1999
Pepperidge Farm April 2006 - Present
AIM Investments 2001 - 2005
Skills
Strategic Planning
Education
University of Texas 1995 — 1999
Brian Witt's AIM Investments Experience February 1996 - March 2003
Job Wholesaler at Protective Life
Industry Financial Services
Experience
Protective Life March 2009 - Present
Hartford Investment Management April 2003 - March 2009
AIM Investments February 1996 - March 2003
Education
Trinity University 1990 — 1995
Bachelor of Science (BS), BA, Finance, General: History
Protective Life March 2009 - Present
Hartford Investment Management April 2003 - March 2009
AIM Investments February 1996 - March 2003
Education
Trinity University 1990 — 1995
Bachelor of Science (BS), BA, Finance, General: History
Johnny Trejo's AIM Investments Experience August 1999 - November 2003
Job Controller at Skyline Ultd Inc.
Industry Accounting
Experience
Skyline Ultd Inc. July 2012 - Present
Open Mortgage, LLC December 2010 - July 2012
Maxwell, Locke & Ritter, LLP August 2008 - March 2009
PricewaterhouseCoopers, LLP January 2007 - July 2008
AIM Investments August 1999 - November 2003
Skills
Accounting, Internal Controls, Accounts Payable, Accounts Receivable, CPA, Fixed Assets, Financial Audits, SEC filings, Financial Reporting, Auditing, Financial Accounting, Financial Analysis
Education
Texas State University 2004 — 2006
Masters, Accounting
Texas A&M University, College 1991 — 1996
Bachelor of Arts, Speech Communication
Skyline Ultd Inc. July 2012 - Present
Open Mortgage, LLC December 2010 - July 2012
Maxwell, Locke & Ritter, LLP August 2008 - March 2009
PricewaterhouseCoopers, LLP January 2007 - July 2008
AIM Investments August 1999 - November 2003
Skills
Accounting, Internal Controls, Accounts Payable, Accounts Receivable, CPA, Fixed Assets, Financial Audits, SEC filings, Financial Reporting, Auditing, Financial Accounting, Financial Analysis
Education
Texas State University 2004 — 2006
Masters, Accounting
Texas A&M University, College 1991 — 1996
Bachelor of Arts, Speech Communication
Ahmed Rashid's AIM Investments Experience May 2007 - August 2007
Job Finance Manager
Industry Retail
Experience
Fannie Mae August 2015 - Present
Rosetta Stone January 2013 - April 2015
Ahmed Rashid Photos September 2012 - April 2015
Sears Holdings Corporation July 2011 - December 2012
Sears Holdings Corporation July 2008 - July 2011
AIM Investments May 2007 - August 2007
Skills
Forecasting, Budgeting, Planning, P&L, Financial Analysis, Excel, Essbase, PowerPoint, Financial Modeling, Financial Reporting, Process Improvement, Data Analysis, Word, Business Analysis, Microsoft Office, Strategic Planning, Analysis, Corporate Finance, Research, Team Leadership, Retail, Customer Service, Financial Planning, Analytics, Problem Solving, Variance Analysis, Microsoft Excel, Cash Flow, Project Planning, Risk Management, Income Statement, Management, Budgets, Accounting, Accounts Payable, Accounts Receivable
Education
University of Houston, C.T. Bauer College of Business 2006 — 2008
MBA, Corporate Finance
The University of Texas at Austin 2000 — 2005
BA, Biology
Fannie Mae August 2015 - Present
Rosetta Stone January 2013 - April 2015
Ahmed Rashid Photos September 2012 - April 2015
Sears Holdings Corporation July 2011 - December 2012
Sears Holdings Corporation July 2008 - July 2011
AIM Investments May 2007 - August 2007
Skills
Forecasting, Budgeting, Planning, P&L, Financial Analysis, Excel, Essbase, PowerPoint, Financial Modeling, Financial Reporting, Process Improvement, Data Analysis, Word, Business Analysis, Microsoft Office, Strategic Planning, Analysis, Corporate Finance, Research, Team Leadership, Retail, Customer Service, Financial Planning, Analytics, Problem Solving, Variance Analysis, Microsoft Excel, Cash Flow, Project Planning, Risk Management, Income Statement, Management, Budgets, Accounting, Accounts Payable, Accounts Receivable
Education
University of Houston, C.T. Bauer College of Business 2006 — 2008
MBA, Corporate Finance
The University of Texas at Austin 2000 — 2005
BA, Biology
Gail Edmiston, RID, LEED AP ID+C's AIM Investments Experience 1995 - 2005
Job ★ Facilities Design and Construction Manager ★
Industry Facilities Services
Experience
KBR, Inc. February 2014 - Present
Invesco Ltd. October 1995 - November 2012
AIM Investments 1995 - 2005
Mitchell Energy and Development Corporation 1990 - 1995
Pacific Crest Mills 1988 - 1990
Contract Floor Covering Inc. 1987 - 1988
The Methodist Hospital 1986 - 1987
Sonat, Inc. 1981 - 1986
Skills
Project Management, Facilities Management, Construction Management, Contract Negotiation, Space-planning, Contract Management, Project Planning, Strategic Planning, Asset Managment, Budgets, LEED, Furniture, Project Coordination, Move Management, MS Project, Program Management, Interior Design, Change Management, Microsoft Excel, PowerPoint, Vendor Management, Management, Operations Management, Risk Management, Asset Management, Customer Service, Space planning, Process Improvement, Leadership, LEED AP, Training, Business Analysis, Team Leadership, Corporate Real Estate, Interior Architecture, Submittals, Procurement, Construction, Process Scheduler, Negotiation, Proposal Writing, Sustainability, Leases, Commercial Real Estate, Property Management, Team Building, Architectures, Location Intelligence, Design Research, Energy
Education
Texas State University-San Marcos 1978 — 1980
Bachelor of Science (B.S.), Interior Design
University of Houston 1975 — 1978
Bellaire High School
Bellaire High School
Bellaire High School
KBR, Inc. February 2014 - Present
Invesco Ltd. October 1995 - November 2012
AIM Investments 1995 - 2005
Mitchell Energy and Development Corporation 1990 - 1995
Pacific Crest Mills 1988 - 1990
Contract Floor Covering Inc. 1987 - 1988
The Methodist Hospital 1986 - 1987
Sonat, Inc. 1981 - 1986
Skills
Project Management, Facilities Management, Construction Management, Contract Negotiation, Space-planning, Contract Management, Project Planning, Strategic Planning, Asset Managment, Budgets, LEED, Furniture, Project Coordination, Move Management, MS Project, Program Management, Interior Design, Change Management, Microsoft Excel, PowerPoint, Vendor Management, Management, Operations Management, Risk Management, Asset Management, Customer Service, Space planning, Process Improvement, Leadership, LEED AP, Training, Business Analysis, Team Leadership, Corporate Real Estate, Interior Architecture, Submittals, Procurement, Construction, Process Scheduler, Negotiation, Proposal Writing, Sustainability, Leases, Commercial Real Estate, Property Management, Team Building, Architectures, Location Intelligence, Design Research, Energy
Education
Texas State University-San Marcos 1978 — 1980
Bachelor of Science (B.S.), Interior Design
University of Houston 1975 — 1978
Bellaire High School
Bellaire High School
Bellaire High School
Julissa Marquez's AIM Investments Experience December 2000 - November 2002
Job Human Resources Manager at HEB
Industry Retail
Experience
HEB January 2012 - Present
T-Mobile January 2011 - January 2012
T-Mobile November 2008 - January 2011
T-Mobile October 2008 - November 2008
Starbucks Coffee Company December 2002 - July 2008
Starbucks Coffee Company December 2002 - October 2004
AIM Investments December 2000 - November 2002
Shell Oil Company January 1994 - January 1998
Skills
Income Statement, People Development, Employee Relations, Succession Planning, Onboarding, Retail, Talent Management, Human Resources, Interviews, Leadership, Management, Performance Management, Recruiting, Training, Deferred Compensation, Employee Benefits, P&L, Personnel Management
Education
University of Houston-Downtown 1995 — 1997
HEB January 2012 - Present
T-Mobile January 2011 - January 2012
T-Mobile November 2008 - January 2011
T-Mobile October 2008 - November 2008
Starbucks Coffee Company December 2002 - July 2008
Starbucks Coffee Company December 2002 - October 2004
AIM Investments December 2000 - November 2002
Shell Oil Company January 1994 - January 1998
Skills
Income Statement, People Development, Employee Relations, Succession Planning, Onboarding, Retail, Talent Management, Human Resources, Interviews, Leadership, Management, Performance Management, Recruiting, Training, Deferred Compensation, Employee Benefits, P&L, Personnel Management
Education
University of Houston-Downtown 1995 — 1997
Daniel Starovic's AIM Investments Experience 2003 - 2005
Job Business Analyst Project Manager at Invesco
Industry Information Technology and Services
Experience
Invesco January 2011 - Present
INVESCO January 2005 - January 2011
AIM Investments 2003 - 2005
Skills
Integration, Requirements Analysis, Mutual Funds, Process Improvement, Analysis, Project Management, Investments, Microsoft SQL Server, SQL, SharePoint, ASP.NET, VBScript, C#, VB.NET, SSRS, Business Process..., Business Process, Software Development, Databases, Business Analysis, Requirements Gathering, Systems Analysis, Data Center, Scrum
Education
University of Houston, C.T. Bauer College of Business 1998 — 2002
MIS, Management Information Systems
Invesco January 2011 - Present
INVESCO January 2005 - January 2011
AIM Investments 2003 - 2005
Skills
Integration, Requirements Analysis, Mutual Funds, Process Improvement, Analysis, Project Management, Investments, Microsoft SQL Server, SQL, SharePoint, ASP.NET, VBScript, C#, VB.NET, SSRS, Business Process..., Business Process, Software Development, Databases, Business Analysis, Requirements Gathering, Systems Analysis, Data Center, Scrum
Education
University of Houston, C.T. Bauer College of Business 1998 — 2002
MIS, Management Information Systems
Kristi Duncan Isaacs's AIM Investments Experience January 1998 - July 1998
Job Independent Consultant at Rodan + Fields Dermatologists / Skin & Beauty Logic
Industry Individual & Family Services
Experience
Rodan + Fields Dermatologists / Skin & Beauty Logic October 2014 - Present
Isaacs Homestead April 2001 - Present
Babygram4u November 2002 - July 2008
Dell Inc July 1998 - April 2001
AIM Investments January 1998 - July 1998
Ernst & Young LLP January 1994 - January 1998
Skills
Business Process..., Customer Service, Process Improvement, Program Management, Project Management, Leadership, Team Building, Strategic Planning, Management, Event Planning
Education
Texas A&M University 1989 — 1994
BBA, Business Analysis - MIS
Rodan + Fields Dermatologists / Skin & Beauty Logic October 2014 - Present
Isaacs Homestead April 2001 - Present
Babygram4u November 2002 - July 2008
Dell Inc July 1998 - April 2001
AIM Investments January 1998 - July 1998
Ernst & Young LLP January 1994 - January 1998
Skills
Business Process..., Customer Service, Process Improvement, Program Management, Project Management, Leadership, Team Building, Strategic Planning, Management, Event Planning
Education
Texas A&M University 1989 — 1994
BBA, Business Analysis - MIS
Dennis Joseph's AIM Investments Experience March 2004 - December 2006
Job Officer Assistant Controller Regulatory Services at INVESCO
Industry Investment Management
Experience
INVESCO January 2007 - Present
AIM Investments March 2004 - December 2006
AIM Investments January 1998 - February 2004
AIM Investments January 1994 - December 1997
Invesco Aim June 1992 - January 1994
Skills
Mutual Funds, Accounting, Risk Management, Asset Management, Internal Controls, Account Reconciliation, Auditing, Certified Project..., Analysis, Financial Analysis, Financial Services, Investments, Alternative Investments, Securities, FINRA, Equities, Payments, Asset Managment, Internal Audit, Process Improvement, Series 7, Project Management, Series 63, 401k, Back Office, Corporate Actions, Business Process..., Business Analysis, Fund Accounting, Strategic Financial..., Regulatory Reporting
Education
University of Houston-Clear Lake 1989 — 1991
Bachelor of Science, Accounting
Alvin Community College 1987 — 1989
General Studies
INVESCO January 2007 - Present
AIM Investments March 2004 - December 2006
AIM Investments January 1998 - February 2004
AIM Investments January 1994 - December 1997
Invesco Aim June 1992 - January 1994
Skills
Mutual Funds, Accounting, Risk Management, Asset Management, Internal Controls, Account Reconciliation, Auditing, Certified Project..., Analysis, Financial Analysis, Financial Services, Investments, Alternative Investments, Securities, FINRA, Equities, Payments, Asset Managment, Internal Audit, Process Improvement, Series 7, Project Management, Series 63, 401k, Back Office, Corporate Actions, Business Process..., Business Analysis, Fund Accounting, Strategic Financial..., Regulatory Reporting
Education
University of Houston-Clear Lake 1989 — 1991
Bachelor of Science, Accounting
Alvin Community College 1987 — 1989
General Studies
Don Russell CCP, SPHR's AIM Investments Experience 1996 - 2008
Job Compensation & HRIS Manger at FreeportMcMoRan Oil & Gas
Industry Oil & Energy
Experience
Freeport-McMoRan Oil & Gas June 2013 - Present
Plains Exploration & Production July 2010 - May 2013
Horizon Wind Energy April 2009 - July 2010
Hines May 2008 - February 2009
AIM Investments 1996 - 2008
Halliburton January 1982 - October 1996
Skills
HRIS, Deferred Compensation, Human Resources, Incentive Programs, Employee Benefits, Employee Relations, Executive Pay, Compensation & Benefit, Management, Payroll, Salary, Workforce Planning, SPHR, Benefits Administration
Education
Texas Tech University 1977 — 1981
Bachelor of Science
Texas Tech University
Freeport-McMoRan Oil & Gas June 2013 - Present
Plains Exploration & Production July 2010 - May 2013
Horizon Wind Energy April 2009 - July 2010
Hines May 2008 - February 2009
AIM Investments 1996 - 2008
Halliburton January 1982 - October 1996
Skills
HRIS, Deferred Compensation, Human Resources, Incentive Programs, Employee Benefits, Employee Relations, Executive Pay, Compensation & Benefit, Management, Payroll, Salary, Workforce Planning, SPHR, Benefits Administration
Education
Texas Tech University 1977 — 1981
Bachelor of Science
Texas Tech University
Nadine Combe, MBA's AIM Investments Experience 2000 - 2003
Job Analyst at Fayez Sarofim & Co.
Industry Financial Services
Experience
Fayez Sarofim & Co. September 2003 - Present
AIM Investments 2000 - 2003
Allmerica Financial 1998 - 2000
Van Kampen Investments 1997 - 2000
Skills
Valuation, Capital Markets, Financial Modeling, Financial Analysis
Education
University of Houston, C.T. Bauer College of Business
BBA, Finance
University of Houston, C.T. Bauer College of Business
MBA, Finance
Fayez Sarofim & Co. September 2003 - Present
AIM Investments 2000 - 2003
Allmerica Financial 1998 - 2000
Van Kampen Investments 1997 - 2000
Skills
Valuation, Capital Markets, Financial Modeling, Financial Analysis
Education
University of Houston, C.T. Bauer College of Business
BBA, Finance
University of Houston, C.T. Bauer College of Business
MBA, Finance
Nancy Deane's AIM Investments Experience 1994 - Present
Job Head of global travel, events and promotions Vice President and Director
Industry Financial Services
Experience
Invesco/Invesco Aim/Amvescap/AIM Investments July 1994 - Present
AIM Investments 1994 - Present
Education
Dobie High School
University of Houston
BBA, Marketing/Business
Invesco/Invesco Aim/Amvescap/AIM Investments July 1994 - Present
AIM Investments 1994 - Present
Education
Dobie High School
University of Houston
BBA, Marketing/Business
Ivy McLemore's AIM Investments Experience 1999 - 2004
Job Director of Intermediary Communications at Guggenheim Partners
Industry Public Relations and Communications
Experience
Guggenheim Partners August 2014 - Present
Ivy McLemore & Associates, LLC November 2012 - August 2014
Invesco Ltd. 2004 - 2012
AIM Investments 1999 - 2004
AIM Funds 1993 - 1999
The Houston Post 1979 - 1993
The Associated Press 1974 - 1979
Skills
Advertising Management, Corporate Marketing, Event Management, Strategic Media..., Internal Communications, Presentation Coaching, Shareholder Relations, Hedge Funds, Equities, Speech Writing, Strategic Communications, Mutual Funds, Written Communication, Asset Allocation, Crisis Communications, Investments, Investment Strategies, Series 6, Alternative Investments, FINRA, ETFs, Investment Management, Marketing, Brand Development, Shareholder, Media Relations, Publications, Public Relations, Newsletters, Public Affairs, Communication Training, Advertising, Strategy, Investor Relations, Spokesperson, Thought Leadership, Copy Editing, Communications Planning, Editing, Publicity, Corporate Communications, Creative Direction, Press Releases, Content Development, Financial Communications, Journalism, Web Content, Message Development, Copywriting, Integrated Marketing
Education
University of Houston 1975 — 1979
Bachelor of Arts (BA), Journalism
University of Houston 1975 — 1979
Bachelor of Arts (B.A.), Journalism
Guggenheim Partners August 2014 - Present
Ivy McLemore & Associates, LLC November 2012 - August 2014
Invesco Ltd. 2004 - 2012
AIM Investments 1999 - 2004
AIM Funds 1993 - 1999
The Houston Post 1979 - 1993
The Associated Press 1974 - 1979
Skills
Advertising Management, Corporate Marketing, Event Management, Strategic Media..., Internal Communications, Presentation Coaching, Shareholder Relations, Hedge Funds, Equities, Speech Writing, Strategic Communications, Mutual Funds, Written Communication, Asset Allocation, Crisis Communications, Investments, Investment Strategies, Series 6, Alternative Investments, FINRA, ETFs, Investment Management, Marketing, Brand Development, Shareholder, Media Relations, Publications, Public Relations, Newsletters, Public Affairs, Communication Training, Advertising, Strategy, Investor Relations, Spokesperson, Thought Leadership, Copy Editing, Communications Planning, Editing, Publicity, Corporate Communications, Creative Direction, Press Releases, Content Development, Financial Communications, Journalism, Web Content, Message Development, Copywriting, Integrated Marketing
Education
University of Houston 1975 — 1979
Bachelor of Arts (BA), Journalism
University of Houston 1975 — 1979
Bachelor of Arts (B.A.), Journalism
Charles R. Dewey's AIM Investments Experience July 1992 - April 2007
Job VP, Retirement Plans Consultant at Wachovia Bank
Industry Financial Services
Experience
Wachovia Bank March 2007 - Present
AIM Investments July 1992 - April 2007
Education
University of Colorado Boulder - Leeds School of Business 1969 — 1974
BS, Business
Wachovia Bank March 2007 - Present
AIM Investments July 1992 - April 2007
Education
University of Colorado Boulder - Leeds School of Business 1969 — 1974
BS, Business
Traci Bortz's AIM Investments Experience 1999 - 2008
Job Licensed Realtor at C.R.Realty
Industry Real Estate
Experience
C.R.Realty August 2013 - Present
Final Eyes Proofreading May 2010 - September 2014
Invesco AIM April 1999 - May 2008
AIM Investments 1999 - 2008
Skills
Project Management, Technical Writing, Copy Editing, Editing, Software Documentation, Proofreading, Business Analysis, Mutual Funds, Process Improvement, Business Process..., Microsoft Word, Training, Business Process, Analysis, Vendor Management, Microsoft Excel, Data Analysis, Real Estate, Listings, SharePoint, Leadership
Education
The University of Texas at San Antonio 1991 — 1998
B.A., Psychology
The University of Texas at San Antonio
Bachelor of Science (B.S.), Psychology
C.R.Realty August 2013 - Present
Final Eyes Proofreading May 2010 - September 2014
Invesco AIM April 1999 - May 2008
AIM Investments 1999 - 2008
Skills
Project Management, Technical Writing, Copy Editing, Editing, Software Documentation, Proofreading, Business Analysis, Mutual Funds, Process Improvement, Business Process..., Microsoft Word, Training, Business Process, Analysis, Vendor Management, Microsoft Excel, Data Analysis, Real Estate, Listings, SharePoint, Leadership
Education
The University of Texas at San Antonio 1991 — 1998
B.A., Psychology
The University of Texas at San Antonio
Bachelor of Science (B.S.), Psychology
Janet Henton's AIM Investments Experience 1991 - 2003
Job Training Director at Wood Group
Industry Oil & Energy
Experience
Wood Group Pressure Control October 2007 - Present
Invesco Aim January 2005 - February 2006
AIM Invesco 2003 - 2005
AIM Investments 1991 - 2003
Education
University of Arkansas at Little Rock
BA, Education
Wood Group Pressure Control October 2007 - Present
Invesco Aim January 2005 - February 2006
AIM Invesco 2003 - 2005
AIM Investments 1991 - 2003
Education
University of Arkansas at Little Rock
BA, Education
Amber Nichols Gummelt's AIM Investments Experience 2000 - 2005
Job Experienced Compensation Manager
Industry Human Resources
Experience
Frank's International N.V. Via HRQ April 2015 - Present
Direct Energy / Centrica June 2012 - October 2014
US Oncology January 2007 - April 2011
Fisher HealthCare 2005 - 2007
AIM Investments 2000 - 2005
Bank United 1996 - 2000
Computer Sciences Corporation 1983 - 1990
Skills
Job Descriptions, Employee Relations, Performance Management, Compensation, Human Resources, Compensation Strategies, Incentive Plan Design, Workforce Planning, Coaching, Mergers & Acquisitions, Enterprise Systems..., Project Management, Communications
Education
University of Houston-Clear Lake 1983 — 1986
BBA, Management
Frank's International N.V. Via HRQ April 2015 - Present
Direct Energy / Centrica June 2012 - October 2014
US Oncology January 2007 - April 2011
Fisher HealthCare 2005 - 2007
AIM Investments 2000 - 2005
Bank United 1996 - 2000
Computer Sciences Corporation 1983 - 1990
Skills
Job Descriptions, Employee Relations, Performance Management, Compensation, Human Resources, Compensation Strategies, Incentive Plan Design, Workforce Planning, Coaching, Mergers & Acquisitions, Enterprise Systems..., Project Management, Communications
Education
University of Houston-Clear Lake 1983 — 1986
BBA, Management
Hernaldo Rivera's AIM Investments Experience January 1997 - 2001
Job Principal & Regional Director at API Funds
Industry Financial Services
Experience
API Funds May 2014 - Present
Dreyfus May 2009 - April 2014
Principal Funds March 2007 - May 2009
Enterprise Fund Distributors 2003 - 2007
CUNA Mutual Group 2001 - 2002
AIM Investments January 1997 - 2001
Skills
Sales, Selling, Series 65, Series 63, Series 7, Strategic Planning, Wealth Management, Mutual Funds, Marketing, Investments, Alternative Investments
Education
University of Houston
Bachelor of Science (B.S.), Economics
API Funds May 2014 - Present
Dreyfus May 2009 - April 2014
Principal Funds March 2007 - May 2009
Enterprise Fund Distributors 2003 - 2007
CUNA Mutual Group 2001 - 2002
AIM Investments January 1997 - 2001
Skills
Sales, Selling, Series 65, Series 63, Series 7, Strategic Planning, Wealth Management, Mutual Funds, Marketing, Investments, Alternative Investments
Education
University of Houston
Bachelor of Science (B.S.), Economics
Desta Kimmel's AIM Investments Experience 2001 - 2002
Job Marketing Coordinator at Powers Brown Architecture
Industry Public Relations and Communications
Experience
Powers Brown Architecture 2009 - Present
MLB 2005 - October 2012
Triformis, Inc./AIM Foundation 2002 - 2009
AIM Investments 2001 - 2002
Houston Astros 1997 - 2001
Skills
Marketing Communications, Public Speaking, Marketing, Press Releases, Social Media, Blogging, Strategic Planning, Media Relations, Public Relations, Strategic Communications, Editing, Photoshop, Social Networking, Event Planning, Customer Service, Project Management, Graphic Design, Event Management, Adobe Creative Suite, Microsoft Word, Advertising, Internal Communications, Microsoft Office
Education
Texas A&M University 1990 — 1994
BS, Sociology
Powers Brown Architecture 2009 - Present
MLB 2005 - October 2012
Triformis, Inc./AIM Foundation 2002 - 2009
AIM Investments 2001 - 2002
Houston Astros 1997 - 2001
Skills
Marketing Communications, Public Speaking, Marketing, Press Releases, Social Media, Blogging, Strategic Planning, Media Relations, Public Relations, Strategic Communications, Editing, Photoshop, Social Networking, Event Planning, Customer Service, Project Management, Graphic Design, Event Management, Adobe Creative Suite, Microsoft Word, Advertising, Internal Communications, Microsoft Office
Education
Texas A&M University 1990 — 1994
BS, Sociology
Shannan Stavinoha's AIM Investments Experience January 2000 - January 2003
Job Director of Community Relations at the Richmond State Supported Living Center
Industry Nonprofit Organization Management
Experience
Richmond State Supported Living Center July 2015 - Present
Central Fort Bend Chamber Alliance January 2013 - July 2015
RST Global Solutions Group Pte Ltd January 2012 - November 2012
First Community Credit Union August 2008 - October 2010
Child Advocates of Fort Bend August 2006 - August 2008
PRUDENTIAL GARY GREENE May 2003 - August 2008
Holy Rosary Catholic School 2004 - 2006
AIM INVESTMENTS January 2000 - January 2003
Skills
Business Development, Negotiation, Sales Management, Branch Management, Investments, Analysis, Team Building, Strategic Planning, Customer Service, Marketing, Training, Sales, Budgets, Banking, Management, Recruiting, Leadership, Risk Management, Leadership Development, Coaching, Fundraising, Project Management, Human Resources, CRM, Event Planning, Marketing Strategy, Event Management, Finance, Public Relations, Project Planning, Contract Negotiation, Operations Management, Policy
Education
University of Houston-Downtown 2002 — 2004
Management, Finance
University of Houston 1997 — 1999
Bachelor's Degree in Business Administration, Management
Lamar Consolidated High School 1991 — 1994
Richmond State Supported Living Center July 2015 - Present
Central Fort Bend Chamber Alliance January 2013 - July 2015
RST Global Solutions Group Pte Ltd January 2012 - November 2012
First Community Credit Union August 2008 - October 2010
Child Advocates of Fort Bend August 2006 - August 2008
PRUDENTIAL GARY GREENE May 2003 - August 2008
Holy Rosary Catholic School 2004 - 2006
AIM INVESTMENTS January 2000 - January 2003
Skills
Business Development, Negotiation, Sales Management, Branch Management, Investments, Analysis, Team Building, Strategic Planning, Customer Service, Marketing, Training, Sales, Budgets, Banking, Management, Recruiting, Leadership, Risk Management, Leadership Development, Coaching, Fundraising, Project Management, Human Resources, CRM, Event Planning, Marketing Strategy, Event Management, Finance, Public Relations, Project Planning, Contract Negotiation, Operations Management, Policy
Education
University of Houston-Downtown 2002 — 2004
Management, Finance
University of Houston 1997 — 1999
Bachelor's Degree in Business Administration, Management
Lamar Consolidated High School 1991 — 1994
Leslee (Outland) Walker's AIM Investments Experience 1997 - 2007
Job Regional Director at Russell Investments
Industry Financial Services
Experience
Principal Funds March 2011 - October 2014
Hartford August 2007 - March 2011
AIM Investments 1997 - 2007
Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Allocation, Alternative Investments, Retirement Planning, Wealth Management, Asset Management, Retirement
Education
University of Houston 1991 — 1996
Bachelor, Finance
Principal Funds March 2011 - October 2014
Hartford August 2007 - March 2011
AIM Investments 1997 - 2007
Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Allocation, Alternative Investments, Retirement Planning, Wealth Management, Asset Management, Retirement
Education
University of Houston 1991 — 1996
Bachelor, Finance
Nada Ibrahim's AIM Investments Experience September 2003 - October 2006
Job Senior Implemenation Manager at Eaton Corporation
Industry Oil & Energy
Experience
Eaton Corporation August 2014 - Present
Cameron International October 2012 - July 2014
McDermott International Inc. October 2006 - September 2012
AIM Investments September 2003 - October 2006
Highlands Insurance Group 1997 - 2003
Skills
MS Project, Change Management, Software Development, SAP, IT Management, SharePoint, Project Management, Business Analysis, Databases, Information Technology, Database Administration
Education
University of Houston 1987 — 1992
MBA, Computer Science; Business Administration
Eaton Corporation August 2014 - Present
Cameron International October 2012 - July 2014
McDermott International Inc. October 2006 - September 2012
AIM Investments September 2003 - October 2006
Highlands Insurance Group 1997 - 2003
Skills
MS Project, Change Management, Software Development, SAP, IT Management, SharePoint, Project Management, Business Analysis, Databases, Information Technology, Database Administration
Education
University of Houston 1987 — 1992
MBA, Computer Science; Business Administration
Clayton Nall's AIM Investments Experience December 1996 - July 1997
Job Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch September 2004 - Present
Capstone Asset Management November 1999 - August 2004
Spires Financial, L.P. August 1997 - October 1999
AIM Investments December 1996 - July 1997
Education
Texas A&M University
BBA
Merrill Lynch September 2004 - Present
Capstone Asset Management November 1999 - August 2004
Spires Financial, L.P. August 1997 - October 1999
AIM Investments December 1996 - July 1997
Education
Texas A&M University
BBA
Tom Gerhardt's AIM Investments Experience June 1992 - February 1996
Job Business Development
Industry Staffing and Recruiting
Experience
STAT Source, Inc. October 2014 - Present
1P410 Sports Ventures, LLC. September 2014 - Present
Cy-Hope June 2013 - December 2014
Impact Sports Complex May 2013 - September 2014
Invesco Ltd. 1999 - March 2014
The Briarwood School January 1997 - December 1999
AIM Investments June 1992 - February 1996
Skills
Corporate Development, Sports Management, Investments, Alternative Investments, Sports Coaching, Investment Management, Investment Strategies, Mutual Funds, Asset Management, Portfolio Management, Asset Allocation, Equities, Bloomberg, Series 7, Securities, Hedge Funds, Wealth Management, Fixed Income
Education
University of St. Thomas (TX) 1999 — 2001
MBA, Finance
Trinity University 1987 — 1991
Bachelor of Arts (B.A.), Communication and Media Studies
Stratford High School 1983 — 1987
High School
STAT Source, Inc. October 2014 - Present
1P410 Sports Ventures, LLC. September 2014 - Present
Cy-Hope June 2013 - December 2014
Impact Sports Complex May 2013 - September 2014
Invesco Ltd. 1999 - March 2014
The Briarwood School January 1997 - December 1999
AIM Investments June 1992 - February 1996
Skills
Corporate Development, Sports Management, Investments, Alternative Investments, Sports Coaching, Investment Management, Investment Strategies, Mutual Funds, Asset Management, Portfolio Management, Asset Allocation, Equities, Bloomberg, Series 7, Securities, Hedge Funds, Wealth Management, Fixed Income
Education
University of St. Thomas (TX) 1999 — 2001
MBA, Finance
Trinity University 1987 — 1991
Bachelor of Arts (B.A.), Communication and Media Studies
Stratford High School 1983 — 1987
High School
Austen Stevens's AIM Investments Experience May 2004 - August 2004
Job Energy Marketing Representative at BOPCO, L.P.
Industry Oil & Energy
Experience
BOPCO, L.P. July 2008 - Present
Barbnet Investment Company July 2005 - July 2008
Fidelity Investments October 2004 - July 2005
AIM Investments May 2004 - August 2004
Skills
Trading, Commodity, Oil/Gas, Upstream, Gas, Petroleum, Commodity Markets, Strategic Planning, Business Strategy, Energy, Natural Gas, Risk Management, Financial Modeling, Energy Industry, Contract Negotiation, Pipelines, Oil, Microsoft Office, Marketing, Leadership, Mergers, Energy Markets, Downstream Oil
Education
University of North Texas 2004 — 2006
MBA, Finance
Texas A&M University 2000 — 2004
BBA, Finance
BOPCO, L.P. July 2008 - Present
Barbnet Investment Company July 2005 - July 2008
Fidelity Investments October 2004 - July 2005
AIM Investments May 2004 - August 2004
Skills
Trading, Commodity, Oil/Gas, Upstream, Gas, Petroleum, Commodity Markets, Strategic Planning, Business Strategy, Energy, Natural Gas, Risk Management, Financial Modeling, Energy Industry, Contract Negotiation, Pipelines, Oil, Microsoft Office, Marketing, Leadership, Mergers, Energy Markets, Downstream Oil
Education
University of North Texas 2004 — 2006
MBA, Finance
Texas A&M University 2000 — 2004
BBA, Finance
Christi Janczak's AIM Investments Experience 2000 - 2003
Job
Industry
Experience
AIM Investments 2000 - 2003
Education
The University of Texas at Austin
AIM Investments 2000 - 2003
Education
The University of Texas at Austin
Ben Manrriquez, MBA, CPP, CBP, SPHR, GPHR...'s AIM Investments Experience 2005 - 2006
Job Payroll Manager at Paragon Offshore
Industry Oil & Energy
Experience
Paragon Offshore July 2014 - Present
Houston Compensation & Benefits November 2012 - Present
Noble Drilling June 2013 - July 2014
Vantage Drilling April 2011 - June 2013
Seahawk Drilling, Inc. October 2009 - April 2011
Pride International March 2009 - September 2009
Activpayroll, Inc. May 2006 - January 2009
Aim Investments 2005 - 2006
Baylar Vision 2004 - 2005
Paychex May 2000 - June 2004
Skills
Employee Benefits, HRIS, Benefits Administration, Human Resources, ADP Payroll, Payroll, Deferred Compensation, Process Improvement, SAP, Onboarding, HR Policies, 401k, New Hire Orientations, FMLA, Ultipro, Microsoft Office, Recruiting, Telephone Interviewing, Interviews, Payroll Taxes, Garnishments, Compensation & Benefit, Employee Handbooks, Job Descriptions, Applicant Tracking..., Training, Management, Compensation & Benefits
Education
Texas A&M University-Commerce 2012 — 2015
Master of Business Administration (M.B.A.), Executive Master of Business Administration
University of Phoenix 2003 — 2005
BS/BA, Bachelor of Science in Business Administration
University of Houston 1994 — 1996
Electrical Engineering
Wharton County Junior College 1992 — 1994
AA, Associate of Arts in General Studies
Paragon Offshore July 2014 - Present
Houston Compensation & Benefits November 2012 - Present
Noble Drilling June 2013 - July 2014
Vantage Drilling April 2011 - June 2013
Seahawk Drilling, Inc. October 2009 - April 2011
Pride International March 2009 - September 2009
Activpayroll, Inc. May 2006 - January 2009
Aim Investments 2005 - 2006
Baylar Vision 2004 - 2005
Paychex May 2000 - June 2004
Skills
Employee Benefits, HRIS, Benefits Administration, Human Resources, ADP Payroll, Payroll, Deferred Compensation, Process Improvement, SAP, Onboarding, HR Policies, 401k, New Hire Orientations, FMLA, Ultipro, Microsoft Office, Recruiting, Telephone Interviewing, Interviews, Payroll Taxes, Garnishments, Compensation & Benefit, Employee Handbooks, Job Descriptions, Applicant Tracking..., Training, Management, Compensation & Benefits
Education
Texas A&M University-Commerce 2012 — 2015
Master of Business Administration (M.B.A.), Executive Master of Business Administration
University of Phoenix 2003 — 2005
BS/BA, Bachelor of Science in Business Administration
University of Houston 1994 — 1996
Electrical Engineering
Wharton County Junior College 1992 — 1994
AA, Associate of Arts in General Studies
Mari Castillo's AIM Investments Experience May 1999 - November 2003
Job Investment Specialist at TCDRS
Industry Financial Services
Experience
TCDRS August 2010 - Present
NFP Securities, Inc. June 2004 - July 2010
AIM Investments May 1999 - November 2003
Skills
Series 24, FINRA, Risk Management, Securities, AML, Series 7, Uniform Combined State..., Series 63, Investment Company Act, Mutual Funds, Investment Advisory, Investment Advisers Act
Education
Southwest Texas State University 1994 — 1999
Bachelor of Science (B.S.), Biology, General
TCDRS August 2010 - Present
NFP Securities, Inc. June 2004 - July 2010
AIM Investments May 1999 - November 2003
Skills
Series 24, FINRA, Risk Management, Securities, AML, Series 7, Uniform Combined State..., Series 63, Investment Company Act, Mutual Funds, Investment Advisory, Investment Advisers Act
Education
Southwest Texas State University 1994 — 1999
Bachelor of Science (B.S.), Biology, General
Nathalie Boone's AIM Investments Experience April 2004 - March 2005
Job Stylist at Salons of Volterra
Industry Consumer Services
Experience
Salons of Volterra January 2013 - Present
Atria Senior Living September 2010 - Present
EclipseSalon and Spa September 2010 - 2013
Agrolabs February 2007 - August 2008
THE CHILDREN’S COURTYARD April 2006 - March 2007
CHASE BANK June 2005 - March 2006
AIM INVESTMENTS April 2004 - March 2005
Skills
Customer Service, Team Building, Microsoft Office, Sales Management, Sales, Strategic Planning, Microsoft Excel, New Business Development, Microsoft Word, Negotiation, Customer Satisfaction, Account Management
Education
University of Houston, Victoria 2001 — 2003
MBA, Business
University of Houston, C.T. Bauer College of Business 1989 — 1997
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Salons of Volterra January 2013 - Present
Atria Senior Living September 2010 - Present
EclipseSalon and Spa September 2010 - 2013
Agrolabs February 2007 - August 2008
THE CHILDREN’S COURTYARD April 2006 - March 2007
CHASE BANK June 2005 - March 2006
AIM INVESTMENTS April 2004 - March 2005
Skills
Customer Service, Team Building, Microsoft Office, Sales Management, Sales, Strategic Planning, Microsoft Excel, New Business Development, Microsoft Word, Negotiation, Customer Satisfaction, Account Management
Education
University of Houston, Victoria 2001 — 2003
MBA, Business
University of Houston, C.T. Bauer College of Business 1989 — 1997
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Matt Paulsen's AIM Investments Experience April 2005 - December 2005
Job Controller at Cinco Pipe & Supply
Industry Accounting
Experience
Cinco Pipe & Supply April 2015 - Present
Hunting Specialty Supply August 2012 - April 2015
Rosetta Resources August 2011 - August 2012
PricewaterhouseCoopers September 2007 - August 2011
AIM Investments April 2005 - December 2005
Education
University of Houston, C.T. Bauer College of Business 2003 — 2007
Masters, Accountancy
Cinco Pipe & Supply April 2015 - Present
Hunting Specialty Supply August 2012 - April 2015
Rosetta Resources August 2011 - August 2012
PricewaterhouseCoopers September 2007 - August 2011
AIM Investments April 2005 - December 2005
Education
University of Houston, C.T. Bauer College of Business 2003 — 2007
Masters, Accountancy
Karen Natzke Sale's AIM Investments Experience 2003 - 2006
Job Manager AML Enhanced Due Diligence at Charles Schwab
Industry Financial Services
Experience
Trust Company of America Manager - AML Enhanced Due DiligenceCharles SchwabSeptember 2014 - Present
AIM Investments 2003 - 2006
Founders Asset Management 1994 - 2003
Education
University of Colorado at Denver 1996 — 1998
Masters of Science, Finance
University of Wisconsin-Whitewater 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
Oconomowoc Senior High 1984 — 1987
Diploma, College Prep
Trust Company of America Manager - AML Enhanced Due DiligenceCharles SchwabSeptember 2014 - Present
AIM Investments 2003 - 2006
Founders Asset Management 1994 - 2003
Education
University of Colorado at Denver 1996 — 1998
Masters of Science, Finance
University of Wisconsin-Whitewater 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
Oconomowoc Senior High 1984 — 1987
Diploma, College Prep
Richard Sooley's AIM Investments Experience January 1999 - December 2003
Job I.T. Systems Engineer at Baker Botts
Industry Law Practice
Experience
Digisonics, Inc. February 2014 - January 2015
Invesco August 2005 - December 2013
Invesco Real Estate January 2004 - August 2005
AIM Investments January 1999 - December 2003
AIM Funds December 1997 - December 1998
MCITelecomAlumni.org = MCI Telecommunications MCI Communications MCIWorldCom MCI.com c.1963 April 1995 - December 1997
Skills
Citrix, Disaster Recovery, Citrix Metaframe, VMware ESX, Windows Server, SCCM, Servers, Server 2000-2008, AppSense, Project Management, Active Directory, VMware, Virtualization, SharePoint, SCOM, SMS, Netscaler, Wise Packaging, MS Project, SQL Server Management..., IIS, Powershell, VDI
Education
The University of New Mexico 1988 — 1994
Bachelor of Arts (B.A.), Criminology
Digisonics, Inc. February 2014 - January 2015
Invesco August 2005 - December 2013
Invesco Real Estate January 2004 - August 2005
AIM Investments January 1999 - December 2003
AIM Funds December 1997 - December 1998
MCITelecomAlumni.org = MCI Telecommunications MCI Communications MCIWorldCom MCI.com c.1963 April 1995 - December 1997
Skills
Citrix, Disaster Recovery, Citrix Metaframe, VMware ESX, Windows Server, SCCM, Servers, Server 2000-2008, AppSense, Project Management, Active Directory, VMware, Virtualization, SharePoint, SCOM, SMS, Netscaler, Wise Packaging, MS Project, SQL Server Management..., IIS, Powershell, VDI
Education
The University of New Mexico 1988 — 1994
Bachelor of Arts (B.A.), Criminology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY