AMVESCAP Company
Industry: Investment management company
DescriptionInvesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia, United States, and has branch offices in 20 countries. Its common stock is a constituent of the S&P 500 and trades on the New York stock exchange. Customer service: 1 (800) 959-4246 Headquarters: Atlanta, GA CEO: Martin L. Flanagan (Aug 2005–) Subsidiaries: Van Kampen Investments,
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AMVESCAP Employees
Employee
Years
Job
Industry
Barbara March Barbara March's AMVESCAP Experience 1997 - 2005
Job CEO of BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC March 2010 - Present
Fidelity Investments 2007 - June 2010
ING 2005 - 2007
AMVESCAP 1997 - 2005
Putnam Investments 1994 - 1997
T Rowe Price 1991 - 1994
LoBue Associates 1980 - 1991
Skills
401k, Mutual Funds, Insurance, Wealth Management, Retirement, Financial Services, Business Transformation, Banking, Investments, Mergers & Acquisitions, Retirement Planning, Asset Management, Alternative Investments, Management Consulting, Strategy, Management, Series 63, Leadership, Risk Management, Series 7, Finance, Business Analysis, Investment Management, Investment Strategies, Hedge Funds, Operations Management, Pensions, Investment Advisory, Asset Allocation, Relationship Management, Securities, Vendor Management, Portfolio Management
Education
Columbia University - Columbia Business School 1989 — 1990
Master of Business Administration (MBA), Business Administration and Management, General
BridgePoint Group, LLC March 2010 - Present
Fidelity Investments 2007 - June 2010
ING 2005 - 2007
AMVESCAP 1997 - 2005
Putnam Investments 1994 - 1997
T Rowe Price 1991 - 1994
LoBue Associates 1980 - 1991
Skills
401k, Mutual Funds, Insurance, Wealth Management, Retirement, Financial Services, Business Transformation, Banking, Investments, Mergers & Acquisitions, Retirement Planning, Asset Management, Alternative Investments, Management Consulting, Strategy, Management, Series 63, Leadership, Risk Management, Series 7, Finance, Business Analysis, Investment Management, Investment Strategies, Hedge Funds, Operations Management, Pensions, Investment Advisory, Asset Allocation, Relationship Management, Securities, Vendor Management, Portfolio Management
Education
Columbia University - Columbia Business School 1989 — 1990
Master of Business Administration (MBA), Business Administration and Management, General
Bailie Foss, PMP Bailie Foss, PMP's AMVESCAP Experience August 1999 - April 2004
Job Financial Services and Software Dev/Imp Project/Product Manager
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
TIAA-CREF September 2011 - February 2013
Microsoft Corporation June 2011 - September 2011
Wells Fargo December 2009 - June 2011
Union Bank of California April 2004 - December 2008
AMVESCAP August 1999 - April 2004
SunGard July 1998 - August 1999
Skills
Business Analysis, Project Management, SDLC, Process Improvement, Vendor Management, Requirements Gathering, Business Requirements, Financial Services, Business Process..., Software Project..., Program Management, Risk Management, Requirements Analysis, Integration, Analysis, Software Documentation, Business Process, Leadership, IT Strategy, PMP, PMO, Microsoft Project, User Acceptance Testing, SharePoint, Quality Assurance, Cross-functional Team..., Change Management, Software Development, Project Planning, SQL, Relationship Management, Team Leadership, Strategy, TFS, CA Clarity, HP Quality Center
Education
Glendale University College of Law 2005 — 2009
Georgia State University - J. Mack Robinson College of Business 1990 — 1994
BBA
University of North Carolina at Charlotte - Belk College of Business
MBA Candidate - LOA
Charles Schwab March 2013 - Present
TIAA-CREF September 2011 - February 2013
Microsoft Corporation June 2011 - September 2011
Wells Fargo December 2009 - June 2011
Union Bank of California April 2004 - December 2008
AMVESCAP August 1999 - April 2004
SunGard July 1998 - August 1999
Skills
Business Analysis, Project Management, SDLC, Process Improvement, Vendor Management, Requirements Gathering, Business Requirements, Financial Services, Business Process..., Software Project..., Program Management, Risk Management, Requirements Analysis, Integration, Analysis, Software Documentation, Business Process, Leadership, IT Strategy, PMP, PMO, Microsoft Project, User Acceptance Testing, SharePoint, Quality Assurance, Cross-functional Team..., Change Management, Software Development, Project Planning, SQL, Relationship Management, Team Leadership, Strategy, TFS, CA Clarity, HP Quality Center
Education
Glendale University College of Law 2005 — 2009
Georgia State University - J. Mack Robinson College of Business 1990 — 1994
BBA
University of North Carolina at Charlotte - Belk College of Business
MBA Candidate - LOA
Evan Paris Evan Paris's AMVESCAP Experience September 2001 - October 2003
Job Assurance Manager at PwC
Industry Accounting
Experience
PwC December 2013 - Present
AGH, LLC July 2012 - November 2013
Aarons Grant & Habif, LLC October 2009 - July 2012
Aarons Grant & Habif, LLC October 2007 - October 2009
Aarons Grant & Habif, LLC December 2005 - October 2007
Aarons Grant & Habif, LLC October 2003 - August 2006
AMVESCAP September 2001 - October 2003
PanAmSat August 1999 - September 2001
Skills
Auditing, Process Improvement, Litigation Support, Accounting, IT Operations, Internal Controls, Employee Benefits, Due Diligence, Mergers & Acquisitions, Financial Analysis, Employee Benefit Plan..., Resource Management, Employee Training, Succession Planning, Business Acquisition, GAAP, Financial Audits, Budgets, CPA, Financial Statements, Finance, Financial Reporting, Financial Accounting
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2004
BBA, Accounting
The University of Georgia 1995 — 1999
PwC December 2013 - Present
AGH, LLC July 2012 - November 2013
Aarons Grant & Habif, LLC October 2009 - July 2012
Aarons Grant & Habif, LLC October 2007 - October 2009
Aarons Grant & Habif, LLC December 2005 - October 2007
Aarons Grant & Habif, LLC October 2003 - August 2006
AMVESCAP September 2001 - October 2003
PanAmSat August 1999 - September 2001
Skills
Auditing, Process Improvement, Litigation Support, Accounting, IT Operations, Internal Controls, Employee Benefits, Due Diligence, Mergers & Acquisitions, Financial Analysis, Employee Benefit Plan..., Resource Management, Employee Training, Succession Planning, Business Acquisition, GAAP, Financial Audits, Budgets, CPA, Financial Statements, Finance, Financial Reporting, Financial Accounting
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2004
BBA, Accounting
The University of Georgia 1995 — 1999
Todd Leatherman Todd Leatherman's AMVESCAP Experience May 2000 - June 2006
Job Transfers Team Lead at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2006 - Present
Edward Jones June 2006 - November 2006
AMVESCAP May 2000 - June 2006
Janus Capital Group 1997 - 2000
Skills
Separately Managed..., Series 63, Series 7, Mutual Funds, Retirement Planning, Securities, Program Management, Financial Analysis, Portfolio Management, Process Improvement, 401k, Wealth Management, FINRA, Equities, Asset Allocation, Asset Management, Finance, Series 6, Risk Management, Relationship Management, Financial Services, Investments
Education
Regis University 2000 — 2005
BS, Business and Psychology
Charles Schwab November 2006 - Present
Edward Jones June 2006 - November 2006
AMVESCAP May 2000 - June 2006
Janus Capital Group 1997 - 2000
Skills
Separately Managed..., Series 63, Series 7, Mutual Funds, Retirement Planning, Securities, Program Management, Financial Analysis, Portfolio Management, Process Improvement, 401k, Wealth Management, FINRA, Equities, Asset Allocation, Asset Management, Finance, Series 6, Risk Management, Relationship Management, Financial Services, Investments
Education
Regis University 2000 — 2005
BS, Business and Psychology
Sue (Williams) Lapierre Sue (Williams) Lapierre's AMVESCAP Experience 2003 - 2005
Job Vice President, Information Security Officer at Prologis
Industry Information Technology and Services
Experience
Prologis September 2014 - Present
Intrawest October 2011 - September 2014
Policy Studies June 2005 - November 2011
AMVESCAP 2003 - 2005
Allow Consulting 2002 - 2003
INVESCO 1998 - 2002
Janus 1993 - 1998
Skills
Business Continuity, Security, Business Analysis, Disaster Recovery, Enterprise Architecture, Information Security, CISSP, Team Building, Risk Management, Program Management, Internal Audit, Security Audits, IT Strategy, Strategic Planning, CISM, Analysis, Testing, Business Continuity..., Security Architecture..., Privacy Law, Public Speaking, Sarbanes-Oxley Act, Process Improvement, Physical Security, Integration, Vendor Management, Team Leadership, Leadership, Risk Assessment, SDLC, Requirements Analysis, Emergency Management, Management, Change Management, IT Service Management, PCI DSS, Governance, IT Management, Information Technology, Penetration Testing, IT Security Policies, PCI Standards
Education
Minnesota State University, Moorhead 1981 — 1985
Prologis September 2014 - Present
Intrawest October 2011 - September 2014
Policy Studies June 2005 - November 2011
AMVESCAP 2003 - 2005
Allow Consulting 2002 - 2003
INVESCO 1998 - 2002
Janus 1993 - 1998
Skills
Business Continuity, Security, Business Analysis, Disaster Recovery, Enterprise Architecture, Information Security, CISSP, Team Building, Risk Management, Program Management, Internal Audit, Security Audits, IT Strategy, Strategic Planning, CISM, Analysis, Testing, Business Continuity..., Security Architecture..., Privacy Law, Public Speaking, Sarbanes-Oxley Act, Process Improvement, Physical Security, Integration, Vendor Management, Team Leadership, Leadership, Risk Assessment, SDLC, Requirements Analysis, Emergency Management, Management, Change Management, IT Service Management, PCI DSS, Governance, IT Management, Information Technology, Penetration Testing, IT Security Policies, PCI Standards
Education
Minnesota State University, Moorhead 1981 — 1985
Virginia Shappy Virginia Shappy's AMVESCAP Experience April 1996 - April 2001
Job Vice President Permanent Placement at Robert Half Finance & Accounting
Industry Staffing and Recruiting
Experience
Robert Half Finance & Accounting October 2014 - Present
Robert Half Executive Search December 2013 - September 2014
Robert Half Finance & Accounting August 2004 - November 2013
Nautic Partners, LLC April 2001 - August 2004
AMVESCAP April 1996 - April 2001
Skills
Accounting, Leadership, Human Resources, Management, New Business Development, Recruiting, Sales, Sourcing, Employee Benefits, CRM, Budgets
Education
Johnson & Wales University 1997 — 1999
MBA, Accounting
Robert Half Finance & Accounting October 2014 - Present
Robert Half Executive Search December 2013 - September 2014
Robert Half Finance & Accounting August 2004 - November 2013
Nautic Partners, LLC April 2001 - August 2004
AMVESCAP April 1996 - April 2001
Skills
Accounting, Leadership, Human Resources, Management, New Business Development, Recruiting, Sales, Sourcing, Employee Benefits, CRM, Budgets
Education
Johnson & Wales University 1997 — 1999
MBA, Accounting
Kevin Christian Kevin Christian's AMVESCAP Experience 2002 - 2004
Job at
Industry Automotive
Experience
Classic City Insurance Group, Inc. 2014 - Present
Phil Hughes Honda April 2007 - 2014
TeleNet Marketing Solutions January 2005 - April 2007
CitiStreet Retirement Services May 2004 - January 2005
Amvescap Retirement May 2002 - May 2004
AMVESCAP 2002 - 2004
Skills
SEO, SEM, Microsoft Office, PowerPoint, Word, Excel, Inventory Management, Microsoft Money, Sales, Customer Service, Insurance, Microsoft Excel, Marketing, Microsoft Word, Training, Team Leadership, Strategic Planning, Marketing Communications, Sales Management, Analysis, Program Management, Strategy, Recruiting, Lead Generation, Customer Satisfaction, Access, Call Centers, Account Management, Sales Process, Customer Retention, Automotive, B2B, Sales Operations, Time Management, New Business Development, Dealer Management, Management, Team Building, Leadership, Marketing Strategy, Social Media Marketing, Social Media
Education
The University of Georgia 1997 — 2002
Bachelors, Economics
Athens Christian School 1985 — 1997
Diploma, College Prep
Classic City Insurance Group, Inc. 2014 - Present
Phil Hughes Honda April 2007 - 2014
TeleNet Marketing Solutions January 2005 - April 2007
CitiStreet Retirement Services May 2004 - January 2005
Amvescap Retirement May 2002 - May 2004
AMVESCAP 2002 - 2004
Skills
SEO, SEM, Microsoft Office, PowerPoint, Word, Excel, Inventory Management, Microsoft Money, Sales, Customer Service, Insurance, Microsoft Excel, Marketing, Microsoft Word, Training, Team Leadership, Strategic Planning, Marketing Communications, Sales Management, Analysis, Program Management, Strategy, Recruiting, Lead Generation, Customer Satisfaction, Access, Call Centers, Account Management, Sales Process, Customer Retention, Automotive, B2B, Sales Operations, Time Management, New Business Development, Dealer Management, Management, Team Building, Leadership, Marketing Strategy, Social Media Marketing, Social Media
Education
The University of Georgia 1997 — 2002
Bachelors, Economics
Athens Christian School 1985 — 1997
Diploma, College Prep
Rajeev Desai Rajeev Desai's AMVESCAP Experience 2000 - 2003
Job Franchise Owner at Caliber Patient Care Atlanta & Corporate Revenue Manager, Buckhead America Hospitality
Industry Hospital & Health Care
Experience
Caliber Patient Care February 2014 - Present
Buckhead America Hospitality January 2011 - Present
Keystone Management, LLC 2003 - 2005
AMVESCAP 2000 - 2003
Skills
Front Office, Hotels, Customer Service, Strategic Planning, Microsoft Office, Microsoft Excel, Sales Management, Operations Management, Sales, Revenue Analysis, Forecasting, Project Management, PowerPoint, Contract Negotiation, Budgets, Event Management, Microsoft Word, Contract Management, Competitive Analysis, CRM, Training, Marketing Strategy, Leadership, Team Building, Hospitality, Business Planning, PTP, Pricing, Inventory Management, Account Management, Marketing, Hospitality Industry, Yield Management, Hotel Booking, Hotel Management, Hospitality Management, Tourism, Leisure, Lodging, Opening Hotels, Project Planning, Management, New Business Development, Customer Satisfaction, Negotiation, Business Development
Education
Georgia Institute of Technology - Georgia Tech College of Management 1994 — 1999
B Sc Management
Georgia Institute of Technology
Caliber Patient Care February 2014 - Present
Buckhead America Hospitality January 2011 - Present
Keystone Management, LLC 2003 - 2005
AMVESCAP 2000 - 2003
Skills
Front Office, Hotels, Customer Service, Strategic Planning, Microsoft Office, Microsoft Excel, Sales Management, Operations Management, Sales, Revenue Analysis, Forecasting, Project Management, PowerPoint, Contract Negotiation, Budgets, Event Management, Microsoft Word, Contract Management, Competitive Analysis, CRM, Training, Marketing Strategy, Leadership, Team Building, Hospitality, Business Planning, PTP, Pricing, Inventory Management, Account Management, Marketing, Hospitality Industry, Yield Management, Hotel Booking, Hotel Management, Hospitality Management, Tourism, Leisure, Lodging, Opening Hotels, Project Planning, Management, New Business Development, Customer Satisfaction, Negotiation, Business Development
Education
Georgia Institute of Technology - Georgia Tech College of Management 1994 — 1999
B Sc Management
Georgia Institute of Technology
Donna McCurdy Snider's AMVESCAP Experience September 1998 - November 2006
Job Vice President & Relationship Manager at BMO Retirement Services
Industry Financial Services
Experience
BMO Retirement Services November 2006 - Present
AMVESCAP September 1998 - November 2006
Benefit Services Corporation March 1996 - September 1998
SunTrust Bank August 1988 - March 1996
Skills
401k, Series 7, Asset Allocation, Retirement, Investments, Defined Benefit, Defined Contribution, Series 63, Asset Managment, Mutual Funds, Pensions, ERISA, Relationship Management, Employee Benefits, Wealth Management, Asset Management, Series 6
Education
Georgia Institute of Technology 1983 — 1987
BS Mgt, Finance & Economics
BMO Retirement Services November 2006 - Present
AMVESCAP September 1998 - November 2006
Benefit Services Corporation March 1996 - September 1998
SunTrust Bank August 1988 - March 1996
Skills
401k, Series 7, Asset Allocation, Retirement, Investments, Defined Benefit, Defined Contribution, Series 63, Asset Managment, Mutual Funds, Pensions, ERISA, Relationship Management, Employee Benefits, Wealth Management, Asset Management, Series 6
Education
Georgia Institute of Technology 1983 — 1987
BS Mgt, Finance & Economics
Tory Gattis Tory Gattis's AMVESCAP Experience April 1998 - May 1999
Job Founder and CEO at Coached Schooling
Industry Computer Software
Experience
Center for Opportunity Urbanism January 2015 - Present
Coached Schooling and Talent Unbound April 2012 - Present
National Innovation and Technology Museum November 2011 - Present
OpenTeams LLC January 2005 - April 2012
Rice University May 2011 - August 2011
Houston Baptist University June 2010 - August 2010
Gratitude.net July 2002 - December 2004
Stewart Automotive Research, LLC May 1999 - May 2004
AMVESCAP April 1998 - May 1999
McKinsey & Company June 1996 - April 1998
Skills
Entrepreneurship, Social Software, Start-ups, Blended Learning, E-Learning, Strategy, Social Networking, Change Management, Business Strategy, Management Consulting, Talent Management, Organizational..., Leadership, Consulting, Business Planning, Analysis, E-commerce, Mergers & Acquisitions, Management, Strategic Planning, Public Speaking
Education
Rice University
BSEE, Computer Engineering, Managerial Studies
Rice University - Jesse H. Jones Graduate School of Management
MBA, Entrepreneurship, Operations Research
Center for Opportunity Urbanism January 2015 - Present
Coached Schooling and Talent Unbound April 2012 - Present
National Innovation and Technology Museum November 2011 - Present
OpenTeams LLC January 2005 - April 2012
Rice University May 2011 - August 2011
Houston Baptist University June 2010 - August 2010
Gratitude.net July 2002 - December 2004
Stewart Automotive Research, LLC May 1999 - May 2004
AMVESCAP April 1998 - May 1999
McKinsey & Company June 1996 - April 1998
Skills
Entrepreneurship, Social Software, Start-ups, Blended Learning, E-Learning, Strategy, Social Networking, Change Management, Business Strategy, Management Consulting, Talent Management, Organizational..., Leadership, Consulting, Business Planning, Analysis, E-commerce, Mergers & Acquisitions, Management, Strategic Planning, Public Speaking
Education
Rice University
BSEE, Computer Engineering, Managerial Studies
Rice University - Jesse H. Jones Graduate School of Management
MBA, Entrepreneurship, Operations Research
Colt Younger Colt Younger's AMVESCAP Experience January 2005 - January 2006
Job VP, Client Services
Industry Financial Services
Experience
Delta Data Software April 2012 - Present
Delta Data Software June 2011 - April 2012
Fidelity Investments May 2008 - June 2011
Princeton Retirement Group January 2006 - April 2008
AMVESCAP January 2005 - January 2006
AMVECAP January 2004 - January 2005
Skills
Process Improvement, Business Analysis, 401k, Series 7, Mutual Funds, Series 63, Vendor Management, Retirement, Investments, Financial Services, Team Leadership, Risk Management, Retirement Planning, Back Office, SDLC, Requirements Analysis, CRM, Management, Leadership, Management Consulting, Finance, Portfolio Management, Strategic Partnerships
Education
Haslam College of Business at the University of Tennessee 1992 — 1996
BS, Finance
Delta Data Software April 2012 - Present
Delta Data Software June 2011 - April 2012
Fidelity Investments May 2008 - June 2011
Princeton Retirement Group January 2006 - April 2008
AMVESCAP January 2005 - January 2006
AMVECAP January 2004 - January 2005
Skills
Process Improvement, Business Analysis, 401k, Series 7, Mutual Funds, Series 63, Vendor Management, Retirement, Investments, Financial Services, Team Leadership, Risk Management, Retirement Planning, Back Office, SDLC, Requirements Analysis, CRM, Management, Leadership, Management Consulting, Finance, Portfolio Management, Strategic Partnerships
Education
Haslam College of Business at the University of Tennessee 1992 — 1996
BS, Finance
Gregory Hyde Gregory Hyde's AMVESCAP Experience 1996 - 2006
Job kPurchase LLC, EVP & Principal
Industry Management Consulting
Experience
k-Purchase LLC July 2015 - Present
Calamos Investments October 2011 - November 2014
Regions Bank February 2008 - November 2010
ExpertPlan January 2007 - February 2008
AMVESCAP 1996 - 2006
Putnam Investments 1992 - 1996
MFS Investment Management May 1985 - June 1992
Kidder Peabody 1983 - 1986
Skills
Strategy, Series 7, Entrepreneurship, Financial Services, Start-ups, Creative Direction, Wealth Management, Competitive Analysis, Leadership, Strategic Planning, Business Development, Marketing, Mutual Funds, Enterprise Software, Business Strategy, Market Research, Alternative Investments, Management, Training, Mentoring, Team Building, Sales Operations, Investments, Asset Management, Sales, Separately Managed..., Coaching, Executive Management, Series 24, Portfolio Management, Asset Allocation, Series 6, Retirement, Series 63, Series 65, 401k, Investment Strategies, FINRA, Securities
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Marketing and Finance
k-Purchase LLC July 2015 - Present
Calamos Investments October 2011 - November 2014
Regions Bank February 2008 - November 2010
ExpertPlan January 2007 - February 2008
AMVESCAP 1996 - 2006
Putnam Investments 1992 - 1996
MFS Investment Management May 1985 - June 1992
Kidder Peabody 1983 - 1986
Skills
Strategy, Series 7, Entrepreneurship, Financial Services, Start-ups, Creative Direction, Wealth Management, Competitive Analysis, Leadership, Strategic Planning, Business Development, Marketing, Mutual Funds, Enterprise Software, Business Strategy, Market Research, Alternative Investments, Management, Training, Mentoring, Team Building, Sales Operations, Investments, Asset Management, Sales, Separately Managed..., Coaching, Executive Management, Series 24, Portfolio Management, Asset Allocation, Series 6, Retirement, Series 63, Series 65, 401k, Investment Strategies, FINRA, Securities
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Marketing and Finance
Konstantinos (Gust) Vasilopoulos Konstantinos (Gust) Vasilopoulos's AMVESCAP Experience January 2005 - April 2006
Job Senior Developer at Cision
Industry Information Technology and Services
Experience
Cision January 2008 - Present
Kaplan Professional April 2006 - December 2007
AMVESCAP January 2005 - April 2006
Technology Advisors Inc May 1998 - December 2004
Skills
C#, SOA, OOP, Microsoft SQL Server, SQL, JavaScript, Software Project..., SDLC, ASP.NET MVC, Software Engineering, Agile Methodologies, WCF, .NET, T-SQL, XML, Project Management, Business Intelligence, Databases, LINQ, SaaS, jQuery, TFS, Software Development, Scrum, Web Services
Education
Illinois Institute of Technology 1994 — 1998
Bachelor of Science (B.S.), Computer Science
Cision January 2008 - Present
Kaplan Professional April 2006 - December 2007
AMVESCAP January 2005 - April 2006
Technology Advisors Inc May 1998 - December 2004
Skills
C#, SOA, OOP, Microsoft SQL Server, SQL, JavaScript, Software Project..., SDLC, ASP.NET MVC, Software Engineering, Agile Methodologies, WCF, .NET, T-SQL, XML, Project Management, Business Intelligence, Databases, LINQ, SaaS, jQuery, TFS, Software Development, Scrum, Web Services
Education
Illinois Institute of Technology 1994 — 1998
Bachelor of Science (B.S.), Computer Science
Jonathan Peckham Jonathan Peckham's AMVESCAP Experience 2000 - 2001
Job Head of US Product and Market Research at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. January 2009 - Present
Invesco Ltd. 2004 - 2009
Invesco 2001 - 2004
AMVESCAP 2000 - 2001
Greenwich Associates 1993 - 1998
Skills
Competitive Analysis, Business Strategy, Market Research, Investment Management, Alternative Investments, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Georgetown University 1988 — 1992
BA, Economics
Invesco Ltd. January 2009 - Present
Invesco Ltd. 2004 - 2009
Invesco 2001 - 2004
AMVESCAP 2000 - 2001
Greenwich Associates 1993 - 1998
Skills
Competitive Analysis, Business Strategy, Market Research, Investment Management, Alternative Investments, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Georgetown University 1988 — 1992
BA, Economics
Rachel Lesperance Rachel Lesperance's AMVESCAP Experience 1996 - 2000
Job Customer Service Agent at Delta Air Lines
Industry Individual & Family Services
Experience
Delta Air Lines October 2012 - Present
UPS January 2011 - June 2013
Georgia Citizens Coalition on Hunger July 2009 - December 2010
The Coalition 4 Exemplary Schools January 2009 - January 2010
Edward Jones May 2000 - December 2003
AMVESCAP 1996 - 2000
Skills
Retirement Planning, Series 7, Mutual Funds, Investments, Strategic Financial..., Uniform Combined State..., Wealth Management, Fixed Annuities, Investment Advisory, IRAs, Retirement, Series 63, Asset Allocation, 401k, Financial Advisory, Life Insurance, Disability Insurance, Program Management, Employee Benefits, Leadership, Public Speaking, Insurance, Customer Service, Financial Planning, Training, Sales, Team Building, Financial Services, Management, Process Improvement, Strategic Planning, Team Leadership, Social Media, Microsoft Office, Nonprofits
Education
Georgia Perimeter College
Associate's degree, Business Administration, Management and Operations
B. E, Mays High 1983 — 1987
Mathematics and science
Georgia State University
Associate of Science (AS), Business Administration and Management, General
Delta Air Lines October 2012 - Present
UPS January 2011 - June 2013
Georgia Citizens Coalition on Hunger July 2009 - December 2010
The Coalition 4 Exemplary Schools January 2009 - January 2010
Edward Jones May 2000 - December 2003
AMVESCAP 1996 - 2000
Skills
Retirement Planning, Series 7, Mutual Funds, Investments, Strategic Financial..., Uniform Combined State..., Wealth Management, Fixed Annuities, Investment Advisory, IRAs, Retirement, Series 63, Asset Allocation, 401k, Financial Advisory, Life Insurance, Disability Insurance, Program Management, Employee Benefits, Leadership, Public Speaking, Insurance, Customer Service, Financial Planning, Training, Sales, Team Building, Financial Services, Management, Process Improvement, Strategic Planning, Team Leadership, Social Media, Microsoft Office, Nonprofits
Education
Georgia Perimeter College
Associate's degree, Business Administration, Management and Operations
B. E, Mays High 1983 — 1987
Mathematics and science
Georgia State University
Associate of Science (AS), Business Administration and Management, General
David Jordan David Jordan's AMVESCAP Experience 2000 - 2002
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
Key Lu Key Lu's AMVESCAP Experience September 2000 - January 2002
Job IT Manager, Database Security and Automantion at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. January 2009 - Present
Invesco Aim Investments January 2002 - January 2009
AMVESCAP September 2000 - January 2002
SIAC, New York Stock Exchange July 1999 - September 2000
Société Générale USA January 1999 - July 1999
Salomon Smith Barney March 1998 - January 1999
Lehman Brother August 1997 - March 1998
Chase Mahattan Bank September 1996 - August 1997
AT&T July 1994 - September 1996
Skills
Business Analysis, Project Management, Management, Leadership, Strategy, PMP, Databases, Team Building, Risk Management, Business Intelligence, Business Process..., Vendor Management, SDLC, Process Improvement, Integration, Management Consulting, Program Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2007
MBA, Finance, General
University of Louisiana at Lafayette 1991 — 1992
MS, Computer Science
East China Normal University 1985 — 1990
BE, Computer Science
Invesco Ltd. January 2009 - Present
Invesco Aim Investments January 2002 - January 2009
AMVESCAP September 2000 - January 2002
SIAC, New York Stock Exchange July 1999 - September 2000
Société Générale USA January 1999 - July 1999
Salomon Smith Barney March 1998 - January 1999
Lehman Brother August 1997 - March 1998
Chase Mahattan Bank September 1996 - August 1997
AT&T July 1994 - September 1996
Skills
Business Analysis, Project Management, Management, Leadership, Strategy, PMP, Databases, Team Building, Risk Management, Business Intelligence, Business Process..., Vendor Management, SDLC, Process Improvement, Integration, Management Consulting, Program Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2007
MBA, Finance, General
University of Louisiana at Lafayette 1991 — 1992
MS, Computer Science
East China Normal University 1985 — 1990
BE, Computer Science
Delisa RICHGIRLINC Richardson's AMVESCAP Experience April 2001 - March 2006
Job Claims Professional
Industry Insurance
Experience
BCBSNC February 2014 - Present
Aetna April 2010 - May 2013
Cisco May 2007 - May 2009
AMVESCAP April 2001 - March 2006
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Team Building, Sales, Public Speaking, Salesforce.com, Budgets
Education
ECPI University 2006 — 2007
A.A.S, IT/Networking and Security Management
North Carolina Agricultural and Technical State University 1994 — 1996
Accounting
BCBSNC February 2014 - Present
Aetna April 2010 - May 2013
Cisco May 2007 - May 2009
AMVESCAP April 2001 - March 2006
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Team Building, Sales, Public Speaking, Salesforce.com, Budgets
Education
ECPI University 2006 — 2007
A.A.S, IT/Networking and Security Management
North Carolina Agricultural and Technical State University 1994 — 1996
Accounting
Andrea (Andi) Bramer Andrea (Andi) Bramer's AMVESCAP Experience April 1998 - April 2001
Job Senior Quality Transition Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2001 - May 2013
AMVESCAP April 1998 - April 2001
Aon Consulting June 1997 - April 1998
W. E. Stanley & Company, INC January 1995 - June 1997
Skills
Retirement, Data Mining, Databases, SDLC, Banking, Information Management, Programming, Problem Solving, Critical Thinking, Quality Management, Process Improvement, Project Management, 401k, Leadership, Analysis, Defined Contribution
Education
Strayer University 2007 — 2010
MS, Information Systems
Worcester State University 1991 — 1994
BS, Physics, Math
Wells Fargo April 2001 - May 2013
AMVESCAP April 1998 - April 2001
Aon Consulting June 1997 - April 1998
W. E. Stanley & Company, INC January 1995 - June 1997
Skills
Retirement, Data Mining, Databases, SDLC, Banking, Information Management, Programming, Problem Solving, Critical Thinking, Quality Management, Process Improvement, Project Management, 401k, Leadership, Analysis, Defined Contribution
Education
Strayer University 2007 — 2010
MS, Information Systems
Worcester State University 1991 — 1994
BS, Physics, Math
Jarrod Mackinnon Jarrod Mackinnon's AMVESCAP Experience May 2002 - September 2004
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF 2009 - 2009
High Pointe Consulting October 2005 - May 2008
AMVESCAP May 2002 - September 2004
Amvescap 2000 - 2004
Fleet Bank April 2000 - May 2002
Education
University of Massachusetts Lowell 1994 — 1999
Bachelor's, Finance
Michigan State University 1993 — 1994
Electrical Engineering
Bridgewater-Raynham 1989 — 1993
TIAA-CREF 2009 - 2009
High Pointe Consulting October 2005 - May 2008
AMVESCAP May 2002 - September 2004
Amvescap 2000 - 2004
Fleet Bank April 2000 - May 2002
Education
University of Massachusetts Lowell 1994 — 1999
Bachelor's, Finance
Michigan State University 1993 — 1994
Electrical Engineering
Bridgewater-Raynham 1989 — 1993
Fred J. Berner, III Fred J. Berner, III's AMVESCAP Experience December 2000 - July 2005
Job Vice President, Team Leader Vested Interest Conversions at PNC
Industry Financial Services
Experience
PNC February 2014 - Present
PNC Financial Services Group March 2010 - February 2014
The Hartford May 1997 - January 2010
Hartford Financial Services January 2009 - December 2009
The Hartford December 2000 - December 2008
Merrill Lynch July 2005 - March 2008
AMVESCAP December 2000 - July 2005
AMVESCAP April 2001 - December 2004
AMVESCAP October 1998 - November 2000
AMVESCAP May 1997 - October 1998
Skills
CRM, Investments, Mutual Funds, Process Improvement, Retirement, Project Management, Financial Services, MS Project, Leadership, Banking, Business Analysis, Management Consulting, SDLC, Software Documentation, Risk Management, Management, Finance, 401k, Retirement Planning, Portfolio Management, Series 7, Training, Wealth Management, Securities, Employee Benefits, Series 63, Insurance, Asset Management, Strategic Financial..., Fixed Income, Relationship Management, Equities, Asset Allocation, Valuation, Series 6
Education
Robert Morris University 1990 — 1994
BSBA, Finance
Pittsburgh Central Catholic High School 1986 — 1990
College Prep
PNC February 2014 - Present
PNC Financial Services Group March 2010 - February 2014
The Hartford May 1997 - January 2010
Hartford Financial Services January 2009 - December 2009
The Hartford December 2000 - December 2008
Merrill Lynch July 2005 - March 2008
AMVESCAP December 2000 - July 2005
AMVESCAP April 2001 - December 2004
AMVESCAP October 1998 - November 2000
AMVESCAP May 1997 - October 1998
Skills
CRM, Investments, Mutual Funds, Process Improvement, Retirement, Project Management, Financial Services, MS Project, Leadership, Banking, Business Analysis, Management Consulting, SDLC, Software Documentation, Risk Management, Management, Finance, 401k, Retirement Planning, Portfolio Management, Series 7, Training, Wealth Management, Securities, Employee Benefits, Series 63, Insurance, Asset Management, Strategic Financial..., Fixed Income, Relationship Management, Equities, Asset Allocation, Valuation, Series 6
Education
Robert Morris University 1990 — 1994
BSBA, Finance
Pittsburgh Central Catholic High School 1986 — 1990
College Prep
Kimberly Sexton Kimberly Sexton's AMVESCAP Experience 2004 - 2006
Job Vice President at Total Benefit Communications
Industry Human Resources
Experience
Total Benefit Communications June 2006 - Present
Princeton Retirement Group 2004 - 2006
Amvescap Retirement 2004 - 2006
AMVESCAP 2004 - 2006
Swerdlin 1999 - 2002
Skills
Employee Benefits, Retirement, Retirement Services, Plan Design, Defined Benefit, Investments, ERISA, Business Planning, 401k, Cross-functional Team..., Consulting, Management, Strategy, Pensions, Training, Insurance, Mutual Funds, Financial Services
Education
University of Georgia - Terry College of Business 2005 — 2008
MBA, Business Administration
Oglethorpe University 1992 — 1995
BS, Mathematics
Total Benefit Communications June 2006 - Present
Princeton Retirement Group 2004 - 2006
Amvescap Retirement 2004 - 2006
AMVESCAP 2004 - 2006
Swerdlin 1999 - 2002
Skills
Employee Benefits, Retirement, Retirement Services, Plan Design, Defined Benefit, Investments, ERISA, Business Planning, 401k, Cross-functional Team..., Consulting, Management, Strategy, Pensions, Training, Insurance, Mutual Funds, Financial Services
Education
University of Georgia - Terry College of Business 2005 — 2008
MBA, Business Administration
Oglethorpe University 1992 — 1995
BS, Mathematics
Joy Barber's AMVESCAP Experience 2004 - 2006
Job Buyer Recycled Materials
Industry Plastics
Experience
Fiberon Decking May 2015 - Present
Fiberon Decking December 2014 - May 2015
Fiberon Decking June 2014 - December 2014
Georgia-Pacific LLC (formerly The Highlands Group) December 2010 - February 2014
The Highlands Group December 2010 - July 2013
Sapona Country Club February 2010 - November 2010
Pine Brook Country Club April 2006 - February 2010
AMVESCAP 2004 - 2006
Computer Tree 1996 - 2003
Skills
Financial Analysis, Forecasting, Microsoft Excel, Budgets, Strategic Planning, Customer Service, Hiring, Office Management, Logistics, Accounting, Executive Reporting, Reporting & Analysis, Confidentiality, General Ledger, Report Writing, Training, Vendor Management, Accounts Payable, Account Reconciliation, Accounts Receivable, Human Resources, Payroll, Six Sigma, Financial Reporting, Pricing, Inventory Management, Purchasing, Team Building, Account Management, Operations Management, Process Improvement, Outlook, Time Management, P&L, Contract Negotiation, Sales, Negotiation, Sales Management, New Business Development, Manufacturing, Management, Supply Chain, Continuous Improvement, Leadership, Supply Chain Management, Sales Operations
Education
University of North Carolina at Greensboro 2014 — 2016
Bachelor's Degree, Logistics, Materials, and Supply Chain Management
University of North Carolina at Greensboro 2014 — 2016
Bachelor's Degree, Business Administration, Management and Operations
Davidson County Community College 2011 — 2014
Associate's Degree, Business Management
High Point University 1995 — 2001
Accounting
Robert B Glenn High 1991 — 1995
Fiberon Decking May 2015 - Present
Fiberon Decking December 2014 - May 2015
Fiberon Decking June 2014 - December 2014
Georgia-Pacific LLC (formerly The Highlands Group) December 2010 - February 2014
The Highlands Group December 2010 - July 2013
Sapona Country Club February 2010 - November 2010
Pine Brook Country Club April 2006 - February 2010
AMVESCAP 2004 - 2006
Computer Tree 1996 - 2003
Skills
Financial Analysis, Forecasting, Microsoft Excel, Budgets, Strategic Planning, Customer Service, Hiring, Office Management, Logistics, Accounting, Executive Reporting, Reporting & Analysis, Confidentiality, General Ledger, Report Writing, Training, Vendor Management, Accounts Payable, Account Reconciliation, Accounts Receivable, Human Resources, Payroll, Six Sigma, Financial Reporting, Pricing, Inventory Management, Purchasing, Team Building, Account Management, Operations Management, Process Improvement, Outlook, Time Management, P&L, Contract Negotiation, Sales, Negotiation, Sales Management, New Business Development, Manufacturing, Management, Supply Chain, Continuous Improvement, Leadership, Supply Chain Management, Sales Operations
Education
University of North Carolina at Greensboro 2014 — 2016
Bachelor's Degree, Logistics, Materials, and Supply Chain Management
University of North Carolina at Greensboro 2014 — 2016
Bachelor's Degree, Business Administration, Management and Operations
Davidson County Community College 2011 — 2014
Associate's Degree, Business Management
High Point University 1995 — 2001
Accounting
Robert B Glenn High 1991 — 1995
Firoz Rangwala's AMVESCAP Experience January 2002 - March 2004
Job Principal Architect at Dimension Data
Industry Information Technology and Services
Experience
Dimension Data September 2015 - Present
Koch Business Solutions (KBS) May 2014 - Present
Laureate Education February 2012 - March 2014
B2B Technologies June 2011 - January 2012
B2B Technologies LLC July 2006 - June 2011
eWeb Commerce Solutions, Inc. October 1998 - June 2005
AMVESCAP January 2002 - March 2004
Sterling Commerce an AT&T company 1998 - 2000
Skills
EAI, Infrastructure, Security, Microsoft SQL Server, Databases, Information Technology, Enterprise Architecture, IT Strategy, Cloud Computing, Portals, Architecture, Integration, Enterprise Software, SQL, SharePoint, SDLC, .NET, Web Applications, Microsoft Technologies, Requirements Analysis, IIS, CRM, Pre-sales, Disaster Recovery, E-commerce, Project Management, Solution Architecture, Business Intelligence, Software Project..., Architectures, Business Process..., Program Management, Data Warehousing, Strategy, IT Management, Management, Consulting
Education
Georgia State University
Bachelors, Computer Information System
Dimension Data September 2015 - Present
Koch Business Solutions (KBS) May 2014 - Present
Laureate Education February 2012 - March 2014
B2B Technologies June 2011 - January 2012
B2B Technologies LLC July 2006 - June 2011
eWeb Commerce Solutions, Inc. October 1998 - June 2005
AMVESCAP January 2002 - March 2004
Sterling Commerce an AT&T company 1998 - 2000
Skills
EAI, Infrastructure, Security, Microsoft SQL Server, Databases, Information Technology, Enterprise Architecture, IT Strategy, Cloud Computing, Portals, Architecture, Integration, Enterprise Software, SQL, SharePoint, SDLC, .NET, Web Applications, Microsoft Technologies, Requirements Analysis, IIS, CRM, Pre-sales, Disaster Recovery, E-commerce, Project Management, Solution Architecture, Business Intelligence, Software Project..., Architectures, Business Process..., Program Management, Data Warehousing, Strategy, IT Management, Management, Consulting
Education
Georgia State University
Bachelors, Computer Information System
Monica Johnston's AMVESCAP Experience November 2005 - January 2007
Job Data Warehouse Specialist at LifeLock
Industry Information Technology and Services
Experience
LifeLock May 2013 - Present
McKesson April 2008 - April 2013
Wells Fargo February 2007 - April 2008
AMVESCAP November 2005 - January 2007
Hewlett Packard Company July 2001 - November 2005
Compaq Computer Corporation January 2000 - July 2001
Skills
PL/SQL, Toad, Visio, DB2, Unix, Erwin, MS Project, Oracle Designer, Informatica, Siebel, ETL, Data Warehousing, Business Objects, Data Integration, Data Modeling, Business Intelligence, Teradata, Database Design, Master Data Management, Databases, SDLC, Requirements Gathering, SQL, Data Warehouse..., SSRS, Dashboard, Enterprise Architecture, Microsoft SQL Server, Requirements Analysis, SSIS, Data Quality, Oracle, Data Migration, Software Documentation, SQL Tuning, Testing, Performance Tuning, Analytics
Education
University of Arizona 1995 — 1999
BS
University of Arizona, Eller College of Management 1995 — 1999
Bachelor's degree
LifeLock May 2013 - Present
McKesson April 2008 - April 2013
Wells Fargo February 2007 - April 2008
AMVESCAP November 2005 - January 2007
Hewlett Packard Company July 2001 - November 2005
Compaq Computer Corporation January 2000 - July 2001
Skills
PL/SQL, Toad, Visio, DB2, Unix, Erwin, MS Project, Oracle Designer, Informatica, Siebel, ETL, Data Warehousing, Business Objects, Data Integration, Data Modeling, Business Intelligence, Teradata, Database Design, Master Data Management, Databases, SDLC, Requirements Gathering, SQL, Data Warehouse..., SSRS, Dashboard, Enterprise Architecture, Microsoft SQL Server, Requirements Analysis, SSIS, Data Quality, Oracle, Data Migration, Software Documentation, SQL Tuning, Testing, Performance Tuning, Analytics
Education
University of Arizona 1995 — 1999
BS
University of Arizona, Eller College of Management 1995 — 1999
Bachelor's degree
Danny Durr's AMVESCAP Experience Technical ConsultantThinkSpark1999 - 2003
Job Associate Senior IT at AMVESCAP
Industry Financial Services
Experience
AMVESCAP Technical ConsultantThinkSpark1999 - 2003
ThinkSpark 1999 - 2003
City of Austin 1995 - 1998
Education
The University of Texas at Austin 1991 — 1995
AMVESCAP Technical ConsultantThinkSpark1999 - 2003
ThinkSpark 1999 - 2003
City of Austin 1995 - 1998
Education
The University of Texas at Austin 1991 — 1995
Nicola Harrell's AMVESCAP Experience 1998 - 2003
Job VP, NQ New Business & Product Delivery at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2013 - Present
The Newport Group February 2006 - May 2013
Vinings Mellon 2003 - 2006
AMVESCAP 1998 - 2003
Canada Life 1989 - 1997
Skills
Employee Benefits, 401k, Series 63, Retirement, Defined Benefit, Asset Allocation, Pensions, Mutual Funds, Financial Services, Access, Management, Investments, Series 7, Retirement Planning, Insurance, Process Improvement
Education
Kennesaw State University - Michael J. Coles College of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General, 3.8
The Newport Group May 2013 - Present
The Newport Group February 2006 - May 2013
Vinings Mellon 2003 - 2006
AMVESCAP 1998 - 2003
Canada Life 1989 - 1997
Skills
Employee Benefits, 401k, Series 63, Retirement, Defined Benefit, Asset Allocation, Pensions, Mutual Funds, Financial Services, Access, Management, Investments, Series 7, Retirement Planning, Insurance, Process Improvement
Education
Kennesaw State University - Michael J. Coles College of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General, 3.8
Kim Pfenning's AMVESCAP Experience 2003 - 2005
Job PwC
Industry Financial Services
Experience
PwC June 2015 - Present
ProFund Advisors LLC March 2008 - May 2015
Jackson National Life July 2006 - 2008
AMVESCAP 2003 - 2005
INVESCO 1994 - 2003
INVESCO Funds Group 1994 - 2003
Skills
Mutual Funds, Investments, Financial Services, ETFs, Strategic Planning, Series 7, CRM, Analytics, Alternative Investments, Equities, Business Analysis, Asset Managment, Project Management, Market Research, Asset Management, Asset Allocation, Securities, Portfolio Management, Hedge Funds, Wealth Management, Investment Strategies, Fixed Income, Investment Management, Investment Advisory, Risk Management, Marketing, FINRA
Education
University of Colorado at Denver 1990 — 1992
MBA
National American University 1983 — 1986
BS & AAS, Business Administration & Information Technology
PwC June 2015 - Present
ProFund Advisors LLC March 2008 - May 2015
Jackson National Life July 2006 - 2008
AMVESCAP 2003 - 2005
INVESCO 1994 - 2003
INVESCO Funds Group 1994 - 2003
Skills
Mutual Funds, Investments, Financial Services, ETFs, Strategic Planning, Series 7, CRM, Analytics, Alternative Investments, Equities, Business Analysis, Asset Managment, Project Management, Market Research, Asset Management, Asset Allocation, Securities, Portfolio Management, Hedge Funds, Wealth Management, Investment Strategies, Fixed Income, Investment Management, Investment Advisory, Risk Management, Marketing, FINRA
Education
University of Colorado at Denver 1990 — 1992
MBA
National American University 1983 — 1986
BS & AAS, Business Administration & Information Technology
Hal Liebes's AMVESCAP Experience October 2004 - July 2005
Job Chief Operating Officer at Fred Alger Management
Industry Investment Management
Experience
Fred Alger Management August 2005 - Present
Fred Alger & Company August 2005 - Present
AMVESCAP October 2004 - July 2005
Credit Suisse Asset Management August 2002 - October 2004
Credit Suiss Asset Management January 1997 - July 2002
Skills
Mutual Funds, Investment Management, Strategic Planning, Financial Advisory, Hedge Funds, Alternative Investments, Asset Management, Equities, Fixed Income, Investments, Securities, Portfolio Management
Education
Northwestern University School of Law 1986 — 1989
J.D
Columbia University in the City of New York 1982 — 1986
BA, Economics
Fred Alger Management August 2005 - Present
Fred Alger & Company August 2005 - Present
AMVESCAP October 2004 - July 2005
Credit Suisse Asset Management August 2002 - October 2004
Credit Suiss Asset Management January 1997 - July 2002
Skills
Mutual Funds, Investment Management, Strategic Planning, Financial Advisory, Hedge Funds, Alternative Investments, Asset Management, Equities, Fixed Income, Investments, Securities, Portfolio Management
Education
Northwestern University School of Law 1986 — 1989
J.D
Columbia University in the City of New York 1982 — 1986
BA, Economics
Wayne Chan's AMVESCAP Experience September 2002 - June 2006
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
Brad Lyons's AMVESCAP Experience 1998 - 2005
Job Director at Iron Capital Advisors
Industry Investment Management
Experience
Iron Capital Advisors September 2005 - Present
AMVESCAP 1998 - 2005
Education
Golden Gate University 1984 — 1987
MBA
Iowa State University - College of Business
BS, Business Management
Iron Capital Advisors September 2005 - Present
AMVESCAP 1998 - 2005
Education
Golden Gate University 1984 — 1987
MBA
Iowa State University - College of Business
BS, Business Management
Adriano Frechel's AMVESCAP Experience March 1999 - August 2005
Job Index & Market Data Vendor Management
Industry Legal Services
Experience
Fidelity Investments September 2005 - Present
AMVESCAP March 1999 - August 2005
Skills
Vendor Management, Securities, Relationship Management, Risk Management, Portfolio Management, Equities, Financial Services, Bloomberg, Mutual Funds, Financial Markets, Fixed Income, Business Analysis, Investments, Strategy, Asset Management
Education
The University of Texas at San Antonio 1990 — 1994
MA, Political Science - Pre Law
The University of Texas at San Antonio
MPA, Public Administration
Fidelity Investments September 2005 - Present
AMVESCAP March 1999 - August 2005
Skills
Vendor Management, Securities, Relationship Management, Risk Management, Portfolio Management, Equities, Financial Services, Bloomberg, Mutual Funds, Financial Markets, Fixed Income, Business Analysis, Investments, Strategy, Asset Management
Education
The University of Texas at San Antonio 1990 — 1994
MA, Political Science - Pre Law
The University of Texas at San Antonio
MPA, Public Administration
Robby Vanderkaay's AMVESCAP Experience 1997 - 1999
Job IT Security and Compliance Manager, Forensic Examiner at Hines Interests
Industry Real Estate
Experience
Hines Interests 1999 - Present
Hines Interests 1999 - 2007
AMVESCAP 1997 - 1999
Andersen Consulting 1995 - 1997
Arthur Andersen 1993 - 1997
Skills
Property Management, Asset Managment, Real Estate Development, Data Center, Information Security, Real Estate, Due Diligence, Commercial Real Estate, Contract Negotiation, Asset Management, Financial Analysis, IT Operations, Project Management, Management
Education
Rice University 1988 — 1992
B.A., Economics / Managerial Studies
Hines Interests 1999 - Present
Hines Interests 1999 - 2007
AMVESCAP 1997 - 1999
Andersen Consulting 1995 - 1997
Arthur Andersen 1993 - 1997
Skills
Property Management, Asset Managment, Real Estate Development, Data Center, Information Security, Real Estate, Due Diligence, Commercial Real Estate, Contract Negotiation, Asset Management, Financial Analysis, IT Operations, Project Management, Management
Education
Rice University 1988 — 1992
B.A., Economics / Managerial Studies
Wil Smoot's AMVESCAP Experience 2000 - 2001
Job IT Disaster Recovery Architect
Industry Retail
Experience
Chico's FAS Inc. August 2008 - Present
DRJ Conference - Orlando / ACP Member 2002 - 2010
Siemens 2002 - 2008
AMVESCAP 2000 - 2001
AMVESCAP 1998 - 2000
Comdata 1997 - 1998
Harrah's Entertainment (previously Holiday Inns, Inc.; Promus Companies, Inc.) 1979 - 1997
Skills
Process Improvement, Data Center, Disaster Recovery, IBM iSeries, Project Management, Business Analysis, Team Building
Education
Niles Sr High Schoo 1972 — 1976
Diploma, General Studies
LeMoyne-Owen College
Bachelors - BA, Leadership in Management
Southwestern Michigan College
Associate-Applied Science, Computer Programming
Chico's FAS Inc. August 2008 - Present
DRJ Conference - Orlando / ACP Member 2002 - 2010
Siemens 2002 - 2008
AMVESCAP 2000 - 2001
AMVESCAP 1998 - 2000
Comdata 1997 - 1998
Harrah's Entertainment (previously Holiday Inns, Inc.; Promus Companies, Inc.) 1979 - 1997
Skills
Process Improvement, Data Center, Disaster Recovery, IBM iSeries, Project Management, Business Analysis, Team Building
Education
Niles Sr High Schoo 1972 — 1976
Diploma, General Studies
LeMoyne-Owen College
Bachelors - BA, Leadership in Management
Southwestern Michigan College
Associate-Applied Science, Computer Programming
Nichola McGregor's AMVESCAP Experience 2004 - 2006
Job Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2004 - Present
Bank of America Merrill Lynch 2004 - Present
AMVESCAP 2004 - 2006
Benefit Services Corporation May 1997 - October 2003
Canada Life 1993 - 1997
Education
Lake Erie College 1981 — 1985
Merrill Lynch August 2004 - Present
Bank of America Merrill Lynch 2004 - Present
AMVESCAP 2004 - 2006
Benefit Services Corporation May 1997 - October 2003
Canada Life 1993 - 1997
Education
Lake Erie College 1981 — 1985
Chris Gilland's AMVESCAP Experience April 1997 - August 2003
Job Manager Financial Systems and Business Applications
Industry Broadcast Media
Experience
Turner Broadcasting February 2009 - Present
Turner Broadcasting August 2003 - January 2009
AMVESCAP April 1997 - August 2003
Turner Broadcasting November 1989 - April 1997
Skills
HFM, Hyperion Planning, Essbase, Master Data Management, FDM, Hyperion Enterprise, Consolidation, Business Intelligence, Process Improvement, DRM, Hyperion Reports, OBIEE, Databases, Data Integration, Accounting, PeopleSoft, Hyperion HFM, Finance, Financial Systems, Variance Analysis, Business Objects, EPM, ERP, Financial Reporting, ETL, Management, Sarbanes-Oxley Act, Business Process, Managerial Finance, Data Warehousing, Forecasting, Business Process..., Business Analysis, Access, Internal Controls, Financial Analysis, Hyperion
Education
Brigham Young University - Hawaii 1984 — 1988
BS, Accounting
Turner Broadcasting February 2009 - Present
Turner Broadcasting August 2003 - January 2009
AMVESCAP April 1997 - August 2003
Turner Broadcasting November 1989 - April 1997
Skills
HFM, Hyperion Planning, Essbase, Master Data Management, FDM, Hyperion Enterprise, Consolidation, Business Intelligence, Process Improvement, DRM, Hyperion Reports, OBIEE, Databases, Data Integration, Accounting, PeopleSoft, Hyperion HFM, Finance, Financial Systems, Variance Analysis, Business Objects, EPM, ERP, Financial Reporting, ETL, Management, Sarbanes-Oxley Act, Business Process, Managerial Finance, Data Warehousing, Forecasting, Business Process..., Business Analysis, Access, Internal Controls, Financial Analysis, Hyperion
Education
Brigham Young University - Hawaii 1984 — 1988
BS, Accounting
Davison Wes's AMVESCAP Experience April 2004 - July 2006
Job I.T. Systems Engeneer at The Hartford
Industry Information Technology and Services
Experience
The Hartford April 2008 - Present
Merrill Lynch July 2006 - April 2008
AMVESCAP April 2004 - July 2006
Education
Georgia Southern University
The Hartford April 2008 - Present
Merrill Lynch July 2006 - April 2008
AMVESCAP April 2004 - July 2006
Education
Georgia Southern University
Sandy Birdsong's AMVESCAP Experience 1999 - 2001
Job Owner/President at Advanced Benefit Consultants, Inc.
Industry Financial Services
Experience
Milliman April 2012 - Present
Advanced Benefit Consultants, Inc. October 1995 - Present
Regions Bank November 2005 - December 2006
AMVESCAP 1999 - 2001
Skills
401k, Defined Benefit, ERISA, Insurance, Profit Sharing, Retirement, Accounting, Pensions, Retirement Plan..., Retirement Planning
Education
University of Oklahoma 1979 — 1984
Accounting
Milliman April 2012 - Present
Advanced Benefit Consultants, Inc. October 1995 - Present
Regions Bank November 2005 - December 2006
AMVESCAP 1999 - 2001
Skills
401k, Defined Benefit, ERISA, Insurance, Profit Sharing, Retirement, Accounting, Pensions, Retirement Plan..., Retirement Planning
Education
University of Oklahoma 1979 — 1984
Accounting
Trey Greer, CFA, CPA's AMVESCAP Experience June 1998 - May 2000
Job Partner, EARNEST Partners
Industry Investment Management
Experience
EARNEST Partners June 2000 - Present
AMVESCAP June 1998 - May 2000
Arthur Andersen 1992 - 1997
Education
UNC Chapel Hill 1988 — 1992
Bachelor of Business Administration (B.B.A.); Master of Accounting
Emory University - Goizueta Business School 1997 — 1998
MBA, Business
Riverwood High School 1984 — 1988
EARNEST Partners June 2000 - Present
AMVESCAP June 1998 - May 2000
Arthur Andersen 1992 - 1997
Education
UNC Chapel Hill 1988 — 1992
Bachelor of Business Administration (B.B.A.); Master of Accounting
Emory University - Goizueta Business School 1997 — 1998
MBA, Business
Riverwood High School 1984 — 1988
Royce Buller's AMVESCAP Experience October 2003 - August 2006
Job Sr Manager of Consolidation Solutions at Walmart
Industry Information Technology and Services
Experience
Walmart November 2008 - May 2014
Merial August 2006 - July 2008
AMVESCAP October 2003 - August 2006
INVESCO July 2000 - September 2003
Mennonite Mutual Aid, Inc. March 1991 - June 2000
Columbia Savings & Loan August 1989 - February 1991
Maxicare September 1986 - November 1988
Education
Indiana University South Bend 1998 — 2002
MBA, Business
Goshen College 1979 — 1983
BA, Business Administration
Walmart November 2008 - May 2014
Merial August 2006 - July 2008
AMVESCAP October 2003 - August 2006
INVESCO July 2000 - September 2003
Mennonite Mutual Aid, Inc. March 1991 - June 2000
Columbia Savings & Loan August 1989 - February 1991
Maxicare September 1986 - November 1988
Education
Indiana University South Bend 1998 — 2002
MBA, Business
Goshen College 1979 — 1983
BA, Business Administration
Tiffany Khatib's AMVESCAP Experience September 1998 - July 2006
Job Sr. Manager Payroll Accounting & Systems at Invesco
Industry Insurance
Experience
Invesco May 2013 - Present
WellPoint July 2006 - May 2013
AMVESCAP September 1998 - July 2006
Skills
Essbase, Financial Analysis, Financial Reporting, Health Insurance, Insurance
Education
Kennesaw State University - Michael J. Coles College of Business 1999 — 2001
MBA, Finance
Georgia State University - J. Mack Robinson College of Business 1993 — 1996
BBA, Accounting
Invesco May 2013 - Present
WellPoint July 2006 - May 2013
AMVESCAP September 1998 - July 2006
Skills
Essbase, Financial Analysis, Financial Reporting, Health Insurance, Insurance
Education
Kennesaw State University - Michael J. Coles College of Business 1999 — 2001
MBA, Finance
Georgia State University - J. Mack Robinson College of Business 1993 — 1996
BBA, Accounting
Shelia Neal's AMVESCAP Experience 1999 - 2004
Job Finance
Industry Accounting
Experience
Complete Collision 2004 - Present
iKobo Inc 2005 - 2008
Cendian Corporation 2004 - 2005
AMVESCAP 1999 - 2004
Skills
Financial Reporting, Account Reconciliation, General Ledger, Financial Analysis, Internal Controls, Accounting, GAAP
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
Accounting
Phillips College 1985 — 1987
Complete Collision 2004 - Present
iKobo Inc 2005 - 2008
Cendian Corporation 2004 - 2005
AMVESCAP 1999 - 2004
Skills
Financial Reporting, Account Reconciliation, General Ledger, Financial Analysis, Internal Controls, Accounting, GAAP
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
Accounting
Phillips College 1985 — 1987
H. Terri Berry, MBA, CEP, CWP's AMVESCAP Experience September 2001 - June 2005
Job Business Process Project Manager Banking & Finance
Industry Financial Services
Experience
Flagstar Bank January 2013 - August 2013
Aerotek February 2011 - January 2013
Bella Event Panache November 2010 - January 2011
Macy's November 2010 - January 2011
Mr. B's Southern Cuisine Catering and Event Planning Service July 2005 - May 2010
Xcitek Consulting August 2007 - February 2009
Xcitek Consulting Services July 2007 - February 2009
AMVESCAP September 2001 - June 2005
INVESCO October 1997 - September 2001
Comerica Bank January 1991 - October 1997
Skills
Software Training, PeopleSoft CRM, Software Implementation, Mentoring, Coaching, Visio, OmniPlus, Microsoft Suite (Excel,..., Call Center..., Qualified Retirement..., Project Coordination, Project Management, Microsoft Excel, Leadership, Call Centers, Hands-on Training, Access, Financial Services, PeopleSoft, User Acceptance Testing, Cross-functional Team..., Requirements Gathering, Training, Project Planning, Vendor Management, Risk Management, Process Improvement, Team Leadership, CRM, Event Management, Human Resources, Employee Benefits, Analysis, Databases, Business Analysis, Disaster Recovery, Quality Assurance, MS Project, Recruiting, Testing, Management, Time Management, SDLC, Business Requirements, Employee Training, Budgets, Customer Service, Business Process..., Software Documentation, Banking
Education
New Horizons Learning Center 2010 — 2011
PMP, Project Management
University of Phoenix 2009 — 2011
MBA, Project Management
Florida Agricultural and Mechanical University 1986 — 1990
BS, Accounting
Cass Technical High
Diploma, Business Administration
Flagstar Bank January 2013 - August 2013
Aerotek February 2011 - January 2013
Bella Event Panache November 2010 - January 2011
Macy's November 2010 - January 2011
Mr. B's Southern Cuisine Catering and Event Planning Service July 2005 - May 2010
Xcitek Consulting August 2007 - February 2009
Xcitek Consulting Services July 2007 - February 2009
AMVESCAP September 2001 - June 2005
INVESCO October 1997 - September 2001
Comerica Bank January 1991 - October 1997
Skills
Software Training, PeopleSoft CRM, Software Implementation, Mentoring, Coaching, Visio, OmniPlus, Microsoft Suite (Excel,..., Call Center..., Qualified Retirement..., Project Coordination, Project Management, Microsoft Excel, Leadership, Call Centers, Hands-on Training, Access, Financial Services, PeopleSoft, User Acceptance Testing, Cross-functional Team..., Requirements Gathering, Training, Project Planning, Vendor Management, Risk Management, Process Improvement, Team Leadership, CRM, Event Management, Human Resources, Employee Benefits, Analysis, Databases, Business Analysis, Disaster Recovery, Quality Assurance, MS Project, Recruiting, Testing, Management, Time Management, SDLC, Business Requirements, Employee Training, Budgets, Customer Service, Business Process..., Software Documentation, Banking
Education
New Horizons Learning Center 2010 — 2011
PMP, Project Management
University of Phoenix 2009 — 2011
MBA, Project Management
Florida Agricultural and Mechanical University 1986 — 1990
BS, Accounting
Cass Technical High
Diploma, Business Administration
Wayne Slear's AMVESCAP Experience February 2000 - October 2003
Job Business Analyst McCamish Systems
Industry Banking
Experience
McCamish Systems, an Infosys Company September 2010 - Present
TIAA-CREF September 2009 - June 2010
JPMorgan February 2006 - February 2008
Union Bank of California 2005 - 2006
Amvescap February 2000 - October 2003
Skills
Process Improvement, Business Analysis, Requirements Analysis, SDLC, Visio, Requirements Gathering, Financial Services, SharePoint, Business Requirements, Vendor Management, Analysis, Testing
Education
Georgia Gwinnett College 2012 — 2016
Bachelor of Science (B.S.), Information Technology - System Design and Security
Bucknell University 1989 — 1991
Bachelor of Arts, Sociology
McCamish Systems, an Infosys Company September 2010 - Present
TIAA-CREF September 2009 - June 2010
JPMorgan February 2006 - February 2008
Union Bank of California 2005 - 2006
Amvescap February 2000 - October 2003
Skills
Process Improvement, Business Analysis, Requirements Analysis, SDLC, Visio, Requirements Gathering, Financial Services, SharePoint, Business Requirements, Vendor Management, Analysis, Testing
Education
Georgia Gwinnett College 2012 — 2016
Bachelor of Science (B.S.), Information Technology - System Design and Security
Bucknell University 1989 — 1991
Bachelor of Arts, Sociology
William Anderson, AAMS®'s AMVESCAP Experience 2000 - 2006
Job Manager, Investment Services
Industry Financial Services
Experience
USAA September 2014 - Present
USAA February 2010 - September 2014
The Hartford January 2000 - March 2009
AMVESCAP 2000 - 2006
Skills
Retirement Planning, Retirement, FINRA, Investment Management, Series 6, Investments, Sales, Wealth Management, Mutual Funds, 401k, Series 63, Series 7
Education
University of South Florida 1987 — 1991
Business Administration, Business
USAA September 2014 - Present
USAA February 2010 - September 2014
The Hartford January 2000 - March 2009
AMVESCAP 2000 - 2006
Skills
Retirement Planning, Retirement, FINRA, Investment Management, Series 6, Investments, Sales, Wealth Management, Mutual Funds, 401k, Series 63, Series 7
Education
University of South Florida 1987 — 1991
Business Administration, Business
Larry Bartlett's AMVESCAP Experience February 2003 - October 2006
Job Business Analyst at Mercer Management Consulting
Industry Financial Services
Experience
Mercer Management Consulting November 2010 - Present
Mercer 2010 - 2013
ING February 2007 - January 2009
Merrill Lynch August 2006 - February 2007
AMVESCAP February 2003 - October 2006
Fleet Bank June 1998 - February 2003
DREYFUS RETIREMENT SERVICES January 1995 - January 1998
State Street Bank January 1988 - January 1995
State Street Bank January 1985 - January 1988
State Street November 1983 - January 1985
Skills
Business Requirements, Testing, Access, Financial Services, Payroll, Business Analysis, Quality Assurance, 401k, Project Management, SDLC, Performance Management, Leadership, Business Process..., Vendor Management, Process Improvement, Management, Analysis, Business Process
Education
Bentley University 1975 — 1980
Accounting, Finance
Massasoit College 1972 — 1974
Associate, Accounting, Finance
Mercer Management Consulting November 2010 - Present
Mercer 2010 - 2013
ING February 2007 - January 2009
Merrill Lynch August 2006 - February 2007
AMVESCAP February 2003 - October 2006
Fleet Bank June 1998 - February 2003
DREYFUS RETIREMENT SERVICES January 1995 - January 1998
State Street Bank January 1988 - January 1995
State Street Bank January 1985 - January 1988
State Street November 1983 - January 1985
Skills
Business Requirements, Testing, Access, Financial Services, Payroll, Business Analysis, Quality Assurance, 401k, Project Management, SDLC, Performance Management, Leadership, Business Process..., Vendor Management, Process Improvement, Management, Analysis, Business Process
Education
Bentley University 1975 — 1980
Accounting, Finance
Massasoit College 1972 — 1974
Associate, Accounting, Finance
Erika McDaniel's AMVESCAP Experience March 2001 - December 2003
Job HR Services Coordinator at Save Mart Supermarkets
Industry Retail
Experience
Save Mart Supermarkets June 2004 - Present
SMART Refrigerated Transport June 2004 - June 2005
AMVESCAP March 2001 - December 2003
PREMIERE TECHNOLOGIES, INC July 1997 - August 2000
Skills
Customer Service..., Vendor Contact..., Staff Development &..., Budget Management, Report & Document..., Complaint Handling &..., Event Coordination, Expense Reduction, Ability to manage..., Insurance Background, Passionate, dedicated..., Accustomed to working..., Interact with all..., Maintain favorable..., Strategically exceed..., Retail, Inventory Control, Customer Service, Inventory Management, Team Building, Microsoft Excel, Microsoft Office, Budgets, Management, Customer Satisfaction, Expenses, Human Resources, Event Planning, Team Leadership, Training, Sales, Process Improvement, Employee Relations, Project Planning, Time Management, Recruiting, Merchandising
Education
Clark Atlanta University 1981 — 1986
B.S., Mathematics
Save Mart Supermarkets June 2004 - Present
SMART Refrigerated Transport June 2004 - June 2005
AMVESCAP March 2001 - December 2003
PREMIERE TECHNOLOGIES, INC July 1997 - August 2000
Skills
Customer Service..., Vendor Contact..., Staff Development &..., Budget Management, Report & Document..., Complaint Handling &..., Event Coordination, Expense Reduction, Ability to manage..., Insurance Background, Passionate, dedicated..., Accustomed to working..., Interact with all..., Maintain favorable..., Strategically exceed..., Retail, Inventory Control, Customer Service, Inventory Management, Team Building, Microsoft Excel, Microsoft Office, Budgets, Management, Customer Satisfaction, Expenses, Human Resources, Event Planning, Team Leadership, Training, Sales, Process Improvement, Employee Relations, Project Planning, Time Management, Recruiting, Merchandising
Education
Clark Atlanta University 1981 — 1986
B.S., Mathematics
Ellen England's AMVESCAP Experience 1999 - 2005
Job Education Team Specialist at Georgia Aquarium
Industry Financial Services
Experience
Georgia Aquarium March 2012 - Present
Georgia Aquarium February 2007 - Present
Nationwide Financial July 2007 - September 2009
Merrill Lynch 2005 - 2006
AMVESCAP 1999 - 2005
Invesco Ltd. 1998 - 1999
Canada Life 1997 - 1998
Pension Financial Services 1989 - 1997
Skills
401k, Retirement, Pensions, Benefits Administration, Plan Design, Retirement Services, Client Service, Deferred Compensation, Customer Relations, Financial Services, Customer Service, Business Planning, Team Building, Investments, Strategic Planning, Process Improvement, Employee Benefits, Retirement Planning, Insurance, Training, Financial Advisory, Leadership, Recruiting, Vendor Management, Human Resources, Employee Relations, Management, CRM, Sales, Time Management, Public Speaking, Nonprofits
Education
Georgia State University
Druid Hills High School
Georgia Aquarium March 2012 - Present
Georgia Aquarium February 2007 - Present
Nationwide Financial July 2007 - September 2009
Merrill Lynch 2005 - 2006
AMVESCAP 1999 - 2005
Invesco Ltd. 1998 - 1999
Canada Life 1997 - 1998
Pension Financial Services 1989 - 1997
Skills
401k, Retirement, Pensions, Benefits Administration, Plan Design, Retirement Services, Client Service, Deferred Compensation, Customer Relations, Financial Services, Customer Service, Business Planning, Team Building, Investments, Strategic Planning, Process Improvement, Employee Benefits, Retirement Planning, Insurance, Training, Financial Advisory, Leadership, Recruiting, Vendor Management, Human Resources, Employee Relations, Management, CRM, Sales, Time Management, Public Speaking, Nonprofits
Education
Georgia State University
Druid Hills High School
Bill Westrup's AMVESCAP Experience 1997 - 2002
Job Open Source and Virtualization Expert
Industry Computer Software
Experience
Vision Security Software April 2009 - Present
AMVESCAP 1997 - 2002
The Chase Manhattan Bank February 1996 - September 1997
KLH Computers 1992 - 1994
Skills
Operating Systems, Servers, Virtualization, Data Center, Switches, Windows 7, Windows Server, XP, Computer Hardware, Technical Support, Networking, Ubuntu, HTML, Software Installation, Windows, Help Desk Support, Testing, VMware, Network Security, Visio, Troubleshooting, Security, Disaster Recovery, Windows XP, System Administration, Integration, Active Directory
Education
ITT Technical Institute 1992 — 1994
AASEET, Electronic Enginering Technology
The University of Texas at Austin 1985 — 1987
Electrical Engineering
Vision Security Software April 2009 - Present
AMVESCAP 1997 - 2002
The Chase Manhattan Bank February 1996 - September 1997
KLH Computers 1992 - 1994
Skills
Operating Systems, Servers, Virtualization, Data Center, Switches, Windows 7, Windows Server, XP, Computer Hardware, Technical Support, Networking, Ubuntu, HTML, Software Installation, Windows, Help Desk Support, Testing, VMware, Network Security, Visio, Troubleshooting, Security, Disaster Recovery, Windows XP, System Administration, Integration, Active Directory
Education
ITT Technical Institute 1992 — 1994
AASEET, Electronic Enginering Technology
The University of Texas at Austin 1985 — 1987
Electrical Engineering
GA Copeland, MBA/TM's AMVESCAP Experience 1999 - 2003
Job Property Manager at Hudson River Properties, LLC.
Industry Financial Services
Experience
Hudson River Properties, LLC. June 2009 - Present
Candidates on Demand Group November 2007 - June 2010
Registered with Candidates On Demand Group, Inc January 2007 - June 2009
Hartford Life January 2007 - 2009
Hartford Investment Management 2007 - 2009
MECA Financial Group, Inc April 2006 - April 2007
ICMA-RC April 2005 - April 2006
Independent Consultant May 2004 - April 2005
AMVESCAP Retirement, Inc. (Formerly dba INVESCO Retirement Inc January 1999 - January 2003
AMVESCAP 1999 - 2003
Skills
Process Improvement
Education
University of Phoenix 2009 — 2011
MBA/TM, Technology Management
Morehouse College 1976 — 1981
BS, Finance
Hudson River Properties, LLC. June 2009 - Present
Candidates on Demand Group November 2007 - June 2010
Registered with Candidates On Demand Group, Inc January 2007 - June 2009
Hartford Life January 2007 - 2009
Hartford Investment Management 2007 - 2009
MECA Financial Group, Inc April 2006 - April 2007
ICMA-RC April 2005 - April 2006
Independent Consultant May 2004 - April 2005
AMVESCAP Retirement, Inc. (Formerly dba INVESCO Retirement Inc January 1999 - January 2003
AMVESCAP 1999 - 2003
Skills
Process Improvement
Education
University of Phoenix 2009 — 2011
MBA/TM, Technology Management
Morehouse College 1976 — 1981
BS, Finance
Yolonda King's AMVESCAP Experience June 1993 - June 2001
Job Broker/Owner of Realty Kings Properties. www.RealtyKingsTeam.com
Industry Real Estate
Experience
Avenue Community Develop Corporation January 2006 - Present
Realty Kings Properties December 2004 - Present
AMVESCAP June 1993 - June 2001
Skills
Residential Homes, Property, Leases, ABR, Real Estate, Buyer Representation, Investment Properties, First Time Home Buyers, Contract Negotiation, REO, Investors, Single Family Homes, Foreclosures, New Home Sales, Investments, Short Sales, Relocation, Listings, Real Property
Education
Houston Community College 2014 — 2016
Interior Design
University of Houston 1990 — 1998
Bachelor of Science (B.S.), Biology
Avenue Community Develop Corporation January 2006 - Present
Realty Kings Properties December 2004 - Present
AMVESCAP June 1993 - June 2001
Skills
Residential Homes, Property, Leases, ABR, Real Estate, Buyer Representation, Investment Properties, First Time Home Buyers, Contract Negotiation, REO, Investors, Single Family Homes, Foreclosures, New Home Sales, Investments, Short Sales, Relocation, Listings, Real Property
Education
Houston Community College 2014 — 2016
Interior Design
University of Houston 1990 — 1998
Bachelor of Science (B.S.), Biology
Sep Khameneh's AMVESCAP Experience 2001 - 2005
Job Technical Consultant at The Hartford
Industry Financial Services
Experience
Hartford Financial Services December 2001 - Present
Merrill Lynch 2005 - 2007
AMVESCAP 2001 - 2005
Qwest Communications September 1999 - February 2001
QWIZ Inc. December 1997 - April 1999
Sprint Telecommunications 1996 - 1997
Sales Technologies 1990 - 1995
Skills
Software Development, Project Management
Education
Huntingdon College
BA, Mathematics
Hartford Financial Services December 2001 - Present
Merrill Lynch 2005 - 2007
AMVESCAP 2001 - 2005
Qwest Communications September 1999 - February 2001
QWIZ Inc. December 1997 - April 1999
Sprint Telecommunications 1996 - 1997
Sales Technologies 1990 - 1995
Skills
Software Development, Project Management
Education
Huntingdon College
BA, Mathematics
Beth Llamazales's AMVESCAP Experience November 1997 - July 2005
Job Implementation Specialist at Milliman
Industry Insurance
Experience
Milliman April 2010 - Present
The Hartford April 2008 - January 2010
Merrill Lynch/Princeton Retirement Group July 2005 - April 2008
AMVESCAP November 1997 - July 2005
Skills
CRM
Education
Georgia State University
BBA
Milliman April 2010 - Present
The Hartford April 2008 - January 2010
Merrill Lynch/Princeton Retirement Group July 2005 - April 2008
AMVESCAP November 1997 - July 2005
Skills
CRM
Education
Georgia State University
BBA
DAWN WHITE BROWN's AMVESCAP Experience March 2003 - February 2004
Job Seeking Employment
Industry Financial Services
Experience
Merrill Lynch February 2004 - February 2009
Invesco Aim 1997 - 2009
AMVESCAP March 2003 - February 2004
AMVESCAP June 2001 - March 2003
Invesco Ltd. February 2000 - June 2001
Invesco Ltd. December 1997 - February 2000
Education
Morris Brown College 1989 — 1994
BS, Business Administration
Merrill Lynch February 2004 - February 2009
Invesco Aim 1997 - 2009
AMVESCAP March 2003 - February 2004
AMVESCAP June 2001 - March 2003
Invesco Ltd. February 2000 - June 2001
Invesco Ltd. December 1997 - February 2000
Education
Morris Brown College 1989 — 1994
BS, Business Administration
Patrice Blum's AMVESCAP Experience 2001 - 2005
Job Head of Client Services at ProShares and ProFunds
Industry Financial Services
Experience
ProShares and ProFunds July 2006 - Present
Alpha Xi Delta 1995 - 2013
Invesco Ltd. November 1996 - July 2006
AMVESCAP 2001 - 2005
Skills
Series 7, Alternative Investments, Mutual Funds, ETFs, Series 63, Series 24, Employee Training
Education
University of North Carolina at Asheville 1988 — 1992
BA
ProShares and ProFunds July 2006 - Present
Alpha Xi Delta 1995 - 2013
Invesco Ltd. November 1996 - July 2006
AMVESCAP 2001 - 2005
Skills
Series 7, Alternative Investments, Mutual Funds, ETFs, Series 63, Series 24, Employee Training
Education
University of North Carolina at Asheville 1988 — 1992
BA
Marcel de Rushe's AMVESCAP Experience 1997 - 1998
Job Loan Origination
Industry Real Estate
Experience
MiMutual Mortgage June 2015 - Present
AIG December 2012 - April 2015
Merrill Lynch January 2011 - June 2012
Unlimited Trust Curacao 2010 - 2010
BBVA Compass February 2007 - February 2009
AIG Global Investment Group 2000 - 2003
Invesco Aim 1998 - 2000
AMVESCAP 1997 - 1998
Skills
Series 7, Bloomberg, Fixed Income, Wealth Management, Asset Allocation, Portfolio Management, Risk Management, Investments, Investment Strategies, Alternative Investments, Trading, Cash Management, Trading Systems, Financial Advisory, Money Market, Retirement Planning, Relationship Management, Project Finance, Retirement, Uniform Combined State..., Investment Management, Bonds, Equities, Banking, Financial Analysis, Hedge Funds, Securities
Education
University of Massachusetts, Amherst 1991 — 1995
MiMutual Mortgage June 2015 - Present
AIG December 2012 - April 2015
Merrill Lynch January 2011 - June 2012
Unlimited Trust Curacao 2010 - 2010
BBVA Compass February 2007 - February 2009
AIG Global Investment Group 2000 - 2003
Invesco Aim 1998 - 2000
AMVESCAP 1997 - 1998
Skills
Series 7, Bloomberg, Fixed Income, Wealth Management, Asset Allocation, Portfolio Management, Risk Management, Investments, Investment Strategies, Alternative Investments, Trading, Cash Management, Trading Systems, Financial Advisory, Money Market, Retirement Planning, Relationship Management, Project Finance, Retirement, Uniform Combined State..., Investment Management, Bonds, Equities, Banking, Financial Analysis, Hedge Funds, Securities
Education
University of Massachusetts, Amherst 1991 — 1995
Jill Schimmack's AMVESCAP Experience 1996 - 1998
Job Sr. Consultant Omni Solution Architect at Aon Hewitt
Industry Management Consulting
Experience
Aon Hewitt September 2011 - Present
Enterprise Iron Financial Industry Solutions, Inc. 2008 - September 2011
Princeton Retirement Group 1998 - 2008
AMVESCAP 1996 - 1998
Invesco Ltd. 1994 - 1996
Specialized Support Services 1991 - 1994
Unisys 1983 - 1990
Skills
Business Analysis, Financial Services, Process Improvement, Vendor Management, 401k, Project Management, SDLC, Retirement, Pensions, Requirements Gathering, Requirements Analysis, Analysis, Management, Testing, Business Process..., Risk Management, Quality Assurance, Business Requirements, Defined Benefit, Defined Contribution
Education
Oglethorpe University 1980 — 1985
BBA, Accounting
Aon Hewitt September 2011 - Present
Enterprise Iron Financial Industry Solutions, Inc. 2008 - September 2011
Princeton Retirement Group 1998 - 2008
AMVESCAP 1996 - 1998
Invesco Ltd. 1994 - 1996
Specialized Support Services 1991 - 1994
Unisys 1983 - 1990
Skills
Business Analysis, Financial Services, Process Improvement, Vendor Management, 401k, Project Management, SDLC, Retirement, Pensions, Requirements Gathering, Requirements Analysis, Analysis, Management, Testing, Business Process..., Risk Management, Quality Assurance, Business Requirements, Defined Benefit, Defined Contribution
Education
Oglethorpe University 1980 — 1985
BBA, Accounting
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group