Invesco 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: 0800 085 8677 Headquarters: Atlanta, Georgia, United States CEO: Martin L. Flanagan (Aug 2005–) Subsidiaries: Van Kampen Investments,
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1,047 Invesco employees in database. Find out everything there's to know about Invesco employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Invesco Employees
Employee
Years
Job
Industry
Joan Mwangi Joan Mwangi's Invesco Experience October 2003 - July 2005
Job System Consultant
Industry Computer Software
Experience
Ultimate Software April 2015 - Present
Insperity November 2009 - March 2015
ADP TotalSource July 2005 - May 2009
Invesco October 2003 - July 2005
Janus Capital Group January 1998 - May 2003
Kenya Airways October 1991 - March 1997
Skills
Payroll, Human Resources, Employee Relations, Employee Benefits, Benefits Administration, ADP Payroll, HRIS, Compensation & Benefit, PEO, Salary, Onboarding, Time Management, Customer Satisfaction, Payroll Analysis, Multi-state Payroll..., Employee Handbooks, Job Descriptions, Employee Recognition, ADP ReportSmith, FMLA, New Hire Orientations, Deferred Compensation, Client Retention, SAP HR, SAP BW, Account Management, COBRA, Payroll Process..., Customer Service, Training, Management
Education
Brenau University 2014 — 2016
Master of Science (M.S.), Organizational Leadership
Brenau University
Bachelor of Science (BS), Human Resources Management, 3.67
Kenya Utalii College 1988 — 1990
Hotel Management
Ultimate Software April 2015 - Present
Insperity November 2009 - March 2015
ADP TotalSource July 2005 - May 2009
Invesco October 2003 - July 2005
Janus Capital Group January 1998 - May 2003
Kenya Airways October 1991 - March 1997
Skills
Payroll, Human Resources, Employee Relations, Employee Benefits, Benefits Administration, ADP Payroll, HRIS, Compensation & Benefit, PEO, Salary, Onboarding, Time Management, Customer Satisfaction, Payroll Analysis, Multi-state Payroll..., Employee Handbooks, Job Descriptions, Employee Recognition, ADP ReportSmith, FMLA, New Hire Orientations, Deferred Compensation, Client Retention, SAP HR, SAP BW, Account Management, COBRA, Payroll Process..., Customer Service, Training, Management
Education
Brenau University 2014 — 2016
Master of Science (M.S.), Organizational Leadership
Brenau University
Bachelor of Science (BS), Human Resources Management, 3.67
Kenya Utalii College 1988 — 1990
Hotel Management
Jackson Lapin Jackson Lapin's Invesco Experience May 2014 - Present
Job Director at Invesco
Industry Investment Management
Experience
Invesco May 2014 - Present
Carmel Partners March 2012 - May 2014
BlackRock, Inc. January 2007 - January 2012
Federal Realty Investment Trust July 2004 - December 2006
Boyle Investment Company December 2002 - June 2004
Hewlett Packard July 1998 - August 2002
Skills
Portfolio Management, Investments, Asset Managment, Valuation, Financial Modeling, Due Diligence, Real Estate Economics, Financial Analysis, Disposition, Capital Markets, Private Equity, Real Estate
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA
Cal Poly, San Luis Obispo, CA 1994 — 1998
BA
Invesco May 2014 - Present
Carmel Partners March 2012 - May 2014
BlackRock, Inc. January 2007 - January 2012
Federal Realty Investment Trust July 2004 - December 2006
Boyle Investment Company December 2002 - June 2004
Hewlett Packard July 1998 - August 2002
Skills
Portfolio Management, Investments, Asset Managment, Valuation, Financial Modeling, Due Diligence, Real Estate Economics, Financial Analysis, Disposition, Capital Markets, Private Equity, Real Estate
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA
Cal Poly, San Luis Obispo, CA 1994 — 1998
BA
Jeffrey Arvin's Invesco Experience May 2001 - Present
Job Manager Global Communications at Invesco
Industry Investment Management
Experience
Invesco May 2001 - Present
Sarcom March 1999 - May 2001
Skills
Business Analysis, Project Management, SharePoint, Management, Team Leadership, Corporate Communications, Microsoft Office, Business Strategy, Business Process..., Leadership, Change Management, Analysis, Training
Education
Bellarmine University 2012 — 2013
Master of Business Administration (MBA)
Bellarmine University 2002 — 2012
Bachelor of Business Administration (BBA)
Invesco May 2001 - Present
Sarcom March 1999 - May 2001
Skills
Business Analysis, Project Management, SharePoint, Management, Team Leadership, Corporate Communications, Microsoft Office, Business Strategy, Business Process..., Leadership, Change Management, Analysis, Training
Education
Bellarmine University 2012 — 2013
Master of Business Administration (MBA)
Bellarmine University 2002 — 2012
Bachelor of Business Administration (BBA)
Arthur Benford's Invesco Experience November 2009 - September 2013
Job Senior User Experience/User Interface Designer
Industry Health, Wellness and Fitness
Experience
MD Anderson Cancer Center September 2013 - Present
Invesco November 2009 - September 2013
PAS May 2008 - June 2009
Perry Homes - A Trusted Texas Builder In It's 47th Year March 2007 - May 2008
ReachLocal November 2006 - March 2007
Grubbs Infiniti June 2004 - October 2006
Skills
W3C Standards, Website Development, Web Typography, SEO, Web Design, HTML, Online Advertising, Internet Strategy, Web Marketing, Email Marketing, Viral Marketing, Social Media Marketing, Website Promotion, CMS, CSS, Social Networking, Online Marketing, Usability, User Interface Design, Graphic Design
Education
Art Institute of Dallas 1994 — 1998
Bachelor of Fine Arts (BFA), Media Arts & Animation, 3.6
MD Anderson Cancer Center September 2013 - Present
Invesco November 2009 - September 2013
PAS May 2008 - June 2009
Perry Homes - A Trusted Texas Builder In It's 47th Year March 2007 - May 2008
ReachLocal November 2006 - March 2007
Grubbs Infiniti June 2004 - October 2006
Skills
W3C Standards, Website Development, Web Typography, SEO, Web Design, HTML, Online Advertising, Internet Strategy, Web Marketing, Email Marketing, Viral Marketing, Social Media Marketing, Website Promotion, CMS, CSS, Social Networking, Online Marketing, Usability, User Interface Design, Graphic Design
Education
Art Institute of Dallas 1994 — 1998
Bachelor of Fine Arts (BFA), Media Arts & Animation, 3.6
Maria Nicolasa Recendez Maria Nicolasa Recendez's Invesco Experience November 1986 - Present
Job Administrative Assistant at Invesco
Industry Investment Management
Experience
Invesco November 1986 - Present
Skills
Administrative..., Outlook, Travel Arrangements, Microsoft Excel, Bloomberg, Spreadsheets, Microsoft Office, PowerPoint, Calendaring, Calendars, Microsoft Word
Education
Alvin Community College 2003 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Invesco November 1986 - Present
Skills
Administrative..., Outlook, Travel Arrangements, Microsoft Excel, Bloomberg, Spreadsheets, Microsoft Office, PowerPoint, Calendaring, Calendars, Microsoft Word
Education
Alvin Community College 2003 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Kashyap Dadia's Invesco Experience June 2010 - October 2010
Job Vice President Technology at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase October 2010 - Present
Invesco June 2010 - October 2010
Morgan Stanley February 2008 - May 2010
Patni Computer System June 2004 - June 2006
Skills
Java, JavaScript, Hibernate, PL/SQL, Spring Framework, Unix, Web Applications, Spring, Spring Webflow, Spring Integration, Spring Batch, Spring DI, JAXB, jQuery, JSP, JSON, Core Java, iBatis, Oracle PL/SQL..., SQL DB2, Gemfire, Vignette Portal, Vignette CMS, Alfresco, ASP.NET, Asset Management, C#, C++, JMeter, WCF, AJAX, Software Design Patterns, MVC Architecture, Mule ESB, Siteminder, LDAP Administration, Java Web Services, Sonar, Maven, Tortoise SVN, SQL, Requirements Analysis, SDLC, Agile Methodologies, Project Management, Oracle RAC, AngularJS, Team Leadership, Business Analysis, Distributed Team...
Education
University of Illinois at Chicago 2006 — 2007
Master's degree, Computer Science
Vivekananda Institute Of Technology 2001 — 2004
Bachelor's degree, Computer Engineering
JPMorgan Chase October 2010 - Present
Invesco June 2010 - October 2010
Morgan Stanley February 2008 - May 2010
Patni Computer System June 2004 - June 2006
Skills
Java, JavaScript, Hibernate, PL/SQL, Spring Framework, Unix, Web Applications, Spring, Spring Webflow, Spring Integration, Spring Batch, Spring DI, JAXB, jQuery, JSP, JSON, Core Java, iBatis, Oracle PL/SQL..., SQL DB2, Gemfire, Vignette Portal, Vignette CMS, Alfresco, ASP.NET, Asset Management, C#, C++, JMeter, WCF, AJAX, Software Design Patterns, MVC Architecture, Mule ESB, Siteminder, LDAP Administration, Java Web Services, Sonar, Maven, Tortoise SVN, SQL, Requirements Analysis, SDLC, Agile Methodologies, Project Management, Oracle RAC, AngularJS, Team Leadership, Business Analysis, Distributed Team...
Education
University of Illinois at Chicago 2006 — 2007
Master's degree, Computer Science
Vivekananda Institute Of Technology 2001 — 2004
Bachelor's degree, Computer Engineering
Jörn Kleinhans, CFA, CSW Jörn Kleinhans, CFA, CSW's Invesco Experience July 1999 - July 2003
Job Specialist on Wine and Capital Markets
Industry Investment Management
Experience
Sommelier Capital Advisors LLC March 2013 - Present
PIMCO July 2007 - February 2013
KPMG January 2005 - July 2007
Invesco July 1999 - July 2003
Skills
Fixed Income, Portfolio Management, Financial Markets, Structured Finance, Wine, Entertainment, Education
Education
University of California, Irvine 2013 — 2018
PhD Candidate at the Merage School of Business
California State University-Long Beach 2003 — 2004
MSc, Mathematics
Frankfurt School of Finance 1999 — 2003
MBA equivalent of Germany, Finance specialization
University of San Francisco 2001 — 2001
Finance, Philosophy, Economics
Sommelier Capital Advisors LLC March 2013 - Present
PIMCO July 2007 - February 2013
KPMG January 2005 - July 2007
Invesco July 1999 - July 2003
Skills
Fixed Income, Portfolio Management, Financial Markets, Structured Finance, Wine, Entertainment, Education
Education
University of California, Irvine 2013 — 2018
PhD Candidate at the Merage School of Business
California State University-Long Beach 2003 — 2004
MSc, Mathematics
Frankfurt School of Finance 1999 — 2003
MBA equivalent of Germany, Finance specialization
University of San Francisco 2001 — 2001
Finance, Philosophy, Economics
Ashley Au Peng, LEED AP, NAHB CAPS Ashley Au Peng, LEED AP, NAHB CAPS's Invesco Experience June 2000 - March 2002
Job Director of Sales and Marketing
Industry Real Estate
Experience
FiberScrumptious Inc. December 2009 - Present
Urban Green Council May 2009 - August 2009
City National Bank November 2005 - June 2007
Bohan Group and Clayton Group September 2004 - October 2005
Direct Federal Credit Union November 2002 - August 2004
INVESCO June 2000 - March 2002
Skills
Financial Analysis, Portfolio Management, Project Management, Strategic Planning, Competitive Analysis, Analysis, Business Development, Leadership, Management, Finance, Strategy, Data Analysis, Sustainability, Sales, Financial Modeling, Due Diligence, Real Estate, Start-ups, Customer Service
Education
Georgia Institute of Technology 2007 — 2008
Master of Science (M.S.), Building Construction/Facility Management - Integrated Project Delivery Systems, 3.91
American Real Estate Academy 2002 — 2002
Appraisal Trainee License, Real Estate Appraisal
Boston University
B.A, International Relations; International Business/Economics and East Asian Studies
FiberScrumptious Inc. December 2009 - Present
Urban Green Council May 2009 - August 2009
City National Bank November 2005 - June 2007
Bohan Group and Clayton Group September 2004 - October 2005
Direct Federal Credit Union November 2002 - August 2004
INVESCO June 2000 - March 2002
Skills
Financial Analysis, Portfolio Management, Project Management, Strategic Planning, Competitive Analysis, Analysis, Business Development, Leadership, Management, Finance, Strategy, Data Analysis, Sustainability, Sales, Financial Modeling, Due Diligence, Real Estate, Start-ups, Customer Service
Education
Georgia Institute of Technology 2007 — 2008
Master of Science (M.S.), Building Construction/Facility Management - Integrated Project Delivery Systems, 3.91
American Real Estate Academy 2002 — 2002
Appraisal Trainee License, Real Estate Appraisal
Boston University
B.A, International Relations; International Business/Economics and East Asian Studies
John Fenn John Fenn's Invesco Experience 1999 - 2000
Job Corporate Credit Strategist/Analyst/PM
Industry Financial Services
Experience
Citi 2003 - 2013
JPMorgan Investment Management 2000 - 2003
Invesco 1999 - 2000
GE Capital 1994 - 1999
Credit Suisse 1989 - 1994
Skills
Portfolio Management, Credit, Investments, Fixed Income, Structured Finance, Financial Modeling, Equities, Bloomberg, Banking, High Yield, Financial Structuring, Financial Risk, Project Finance, Credit Risk, Valuation, Leveraged Finance, Capital Markets
Education
Wharton School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
City University of New York-Herbert H. Lehman College
Bachelor of Arts (BA), Mathematics
Citi 2003 - 2013
JPMorgan Investment Management 2000 - 2003
Invesco 1999 - 2000
GE Capital 1994 - 1999
Credit Suisse 1989 - 1994
Skills
Portfolio Management, Credit, Investments, Fixed Income, Structured Finance, Financial Modeling, Equities, Bloomberg, Banking, High Yield, Financial Structuring, Financial Risk, Project Finance, Credit Risk, Valuation, Leveraged Finance, Capital Markets
Education
Wharton School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
City University of New York-Herbert H. Lehman College
Bachelor of Arts (BA), Mathematics
John Johnson John Johnson's Invesco Experience 1998 - 2000
Job Managing Partner & CTO
Industry Information Technology and Services
Experience
Comport Consulting Group February 2013 - Present
Compellink June 2013 - June 2015
spigit August 2011 - February 2013
PepsiCo March 2009 - August 2011
PepsiCo April 2004 - March 2009
ThruPoint 2002 - 2003
Lucent Technologies 2000 - 2002
INVESCO 1998 - 2000
Skills
PMP, ABCP, CCNA, Innovation Management, Strategy Development, Management Consulting, Vendor Management, Program Management, Team Leadership, Outsourcing, Business Strategy, Change Management, Strategic Thinking, Strategic Planning, Strategy, Project Portfolio..., Forecasting, Business Process, SaaS, Management, Start-ups, Business Process..., Enterprise Software, IT Strategy, Product Marketing, Cross-functional Team..., Agile Methodologies, Brainstorm Facilitation, Professional Services, Product Management, IT Management, Project Management, Strategic Partnerships, Business Development, Thought Leadership, Business Intelligence, Executive Management, Cloud Computing, CRM, Analytics, Competitive Analysis, Process Improvement, Go-to-market Strategy, Consulting, Integration, Business Transformation, Leadership, Product Innovation, Business Analysis, P&L Management
Education
Capella University 2006 — 2008
PhD, Organization & Management
Oklahoma State University 1996 — 1998
MBA, Telecommunications Management
Oklahoma State University 1992 — 1996
BS, Management Information Systems
Comport Consulting Group February 2013 - Present
Compellink June 2013 - June 2015
spigit August 2011 - February 2013
PepsiCo March 2009 - August 2011
PepsiCo April 2004 - March 2009
ThruPoint 2002 - 2003
Lucent Technologies 2000 - 2002
INVESCO 1998 - 2000
Skills
PMP, ABCP, CCNA, Innovation Management, Strategy Development, Management Consulting, Vendor Management, Program Management, Team Leadership, Outsourcing, Business Strategy, Change Management, Strategic Thinking, Strategic Planning, Strategy, Project Portfolio..., Forecasting, Business Process, SaaS, Management, Start-ups, Business Process..., Enterprise Software, IT Strategy, Product Marketing, Cross-functional Team..., Agile Methodologies, Brainstorm Facilitation, Professional Services, Product Management, IT Management, Project Management, Strategic Partnerships, Business Development, Thought Leadership, Business Intelligence, Executive Management, Cloud Computing, CRM, Analytics, Competitive Analysis, Process Improvement, Go-to-market Strategy, Consulting, Integration, Business Transformation, Leadership, Product Innovation, Business Analysis, P&L Management
Education
Capella University 2006 — 2008
PhD, Organization & Management
Oklahoma State University 1996 — 1998
MBA, Telecommunications Management
Oklahoma State University 1992 — 1996
BS, Management Information Systems
Marlon Davis Marlon Davis's Invesco Experience April 2013 - April 2013
Job Financial Analyst/Business Operations Analyst at SRA International
Industry Financial Services
Experience
SRA International March 2015 - Present
Southeastern Conference of Seventh-day Adventists May 2013 - March 2015
Invesco April 2013 - April 2013
Southeastern Conference of Seventh-day Adventists May 2012 - December 2012
M&M Air Conditioning May 2010 - August 2010
Pediatric Associates Of Homestead May 2005 - August 2005
Skills
Accounting, Finance, Financial Statements, Auditing, Analysis, Accounts Receivable, Microsoft Office, Account Reconciliation, Payroll, General Ledger, Financial Analysis, Internal Audit, Strategic Financial..., Journal Entries, Bank Reconciliation, Microsoft Excel, QuickBooks, Small Business, Strategic Planning, Public Speaking, Banking, Corporate Finance, Personal Finance, Financial Accounting, Financial Reporting, Compliance, US GAAP, MBA, Oracle, Financial Audits, Accounts Payable, Financial Risk, Microsoft Word, Microsoft SQL Server, Business Ethics, Business Valuation, Value Added Analysis, Fixed Assets, Regulatory Audits, Spreadsheets, Trial Balance, Financial Projection, Business Process..., Windows, P&L Management, Expense Reports, Expense Allocation, Communication, Cost Accounting, Costpoint
Education
Capella University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.75
Oakwood University 2006 — 2012
Bachelors of Science, Finance
SRA International March 2015 - Present
Southeastern Conference of Seventh-day Adventists May 2013 - March 2015
Invesco April 2013 - April 2013
Southeastern Conference of Seventh-day Adventists May 2012 - December 2012
M&M Air Conditioning May 2010 - August 2010
Pediatric Associates Of Homestead May 2005 - August 2005
Skills
Accounting, Finance, Financial Statements, Auditing, Analysis, Accounts Receivable, Microsoft Office, Account Reconciliation, Payroll, General Ledger, Financial Analysis, Internal Audit, Strategic Financial..., Journal Entries, Bank Reconciliation, Microsoft Excel, QuickBooks, Small Business, Strategic Planning, Public Speaking, Banking, Corporate Finance, Personal Finance, Financial Accounting, Financial Reporting, Compliance, US GAAP, MBA, Oracle, Financial Audits, Accounts Payable, Financial Risk, Microsoft Word, Microsoft SQL Server, Business Ethics, Business Valuation, Value Added Analysis, Fixed Assets, Regulatory Audits, Spreadsheets, Trial Balance, Financial Projection, Business Process..., Windows, P&L Management, Expense Reports, Expense Allocation, Communication, Cost Accounting, Costpoint
Education
Capella University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.75
Oakwood University 2006 — 2012
Bachelors of Science, Finance
Troy Dunnahoe's Invesco Experience October 2010 - April 2012
Job at North Channel EMS
Industry Hospital & Health Care
Experience
North Channel EMS January 2015 - Present
Crossfit Bay Area April 2013 - Present
Jonas Fitness, Inc. August 2012 - August 2013
ABM Industries May 2012 - July 2012
Invesco October 2010 - April 2012
JSC Federal Credit Union August 2005 - September 2010
Skills
Accounting, Invoicing, Finance, Microsoft Excel, Management, Payroll, Salesforce.com
Education
Alvin Community College 2015 — 2016
Associate of Science (A.S.), Registered Nursing/Registered Nurse
RC Health Services 2014 — 2014
Emergency Medical Technology/Technician (EMT Paramedic)
San Jacinto College 2013 — 2014
University of Houston-Clear Lake 2008 — 2010
Bachelor of Science (B.S.), Management
North Channel EMS January 2015 - Present
Crossfit Bay Area April 2013 - Present
Jonas Fitness, Inc. August 2012 - August 2013
ABM Industries May 2012 - July 2012
Invesco October 2010 - April 2012
JSC Federal Credit Union August 2005 - September 2010
Skills
Accounting, Invoicing, Finance, Microsoft Excel, Management, Payroll, Salesforce.com
Education
Alvin Community College 2015 — 2016
Associate of Science (A.S.), Registered Nursing/Registered Nurse
RC Health Services 2014 — 2014
Emergency Medical Technology/Technician (EMT Paramedic)
San Jacinto College 2013 — 2014
University of Houston-Clear Lake 2008 — 2010
Bachelor of Science (B.S.), Management
Rishi Ajmera's Invesco Experience May 2013 - September 2013
Job Incoming Alternative Investments Analyst at BlackRock
Industry Investment Management
Experience
BlackRock May 2015 - Present
Morgan Stanley June 2014 - October 2014
Invesco May 2013 - September 2013
The Law Offices of N.M. Gehi, P.C. May 2012 - September 2012
Edward Torres CPA June 2011 - May 2012
U.S. House of Representatives August 2009 - March 2011
Skills
Microsoft Excel, Research, QuickBooks, Finance, Photoshop, Microsoft Office, Public Speaking, Java, Photography, Economics, PowerPoint, Outlook, BlackRock Aladdin
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Investments
Macaulay Honors College at The City University of New York 2012 — 2016
BlackRock May 2015 - Present
Morgan Stanley June 2014 - October 2014
Invesco May 2013 - September 2013
The Law Offices of N.M. Gehi, P.C. May 2012 - September 2012
Edward Torres CPA June 2011 - May 2012
U.S. House of Representatives August 2009 - March 2011
Skills
Microsoft Excel, Research, QuickBooks, Finance, Photoshop, Microsoft Office, Public Speaking, Java, Photography, Economics, PowerPoint, Outlook, BlackRock Aladdin
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Investments
Macaulay Honors College at The City University of New York 2012 — 2016
Brian Coker, CFA Brian Coker, CFA's Invesco Experience April 2000 - June 2010
Job Instl Investment Sales and Marketing
Industry Investment Management
Experience
Wespath, a division of the General Board of Pension and Health Benefits June 2012 - Present
Clear Investment Strategies, LLC January 2011 - May 2012
Invesco April 2000 - June 2010
Aon Investment Consulting January 1994 - January 2000
Mercer Investment Consulting January 1987 - January 1993
Skills
sales, Investment Strategies, Investments, Institutional, Equities, Asset, CFA, Taft Hartley, Corporate, Public Funds, Alternative Investments, Chartered Financial..., Asset Allocation, Asset Management, CRM, Hedge Funds, Investment Advisory, Portfolio Management, Start-ups, Fixed Income, Investment Management, Corporate Law, Leadership, Mutual Funds, Series 7, Management, Sales, Securities, Bloomberg, Fund Of Funds, Series 63
Education
University of Louisville 1993 — 1997
MBA, Business
Centre College 1982 — 1987
Bachelors, Economics
Wespath, a division of the General Board of Pension and Health Benefits June 2012 - Present
Clear Investment Strategies, LLC January 2011 - May 2012
Invesco April 2000 - June 2010
Aon Investment Consulting January 1994 - January 2000
Mercer Investment Consulting January 1987 - January 1993
Skills
sales, Investment Strategies, Investments, Institutional, Equities, Asset, CFA, Taft Hartley, Corporate, Public Funds, Alternative Investments, Chartered Financial..., Asset Allocation, Asset Management, CRM, Hedge Funds, Investment Advisory, Portfolio Management, Start-ups, Fixed Income, Investment Management, Corporate Law, Leadership, Mutual Funds, Series 7, Management, Sales, Securities, Bloomberg, Fund Of Funds, Series 63
Education
University of Louisville 1993 — 1997
MBA, Business
Centre College 1982 — 1987
Bachelors, Economics
Ram Lokam's Invesco Experience December 2011 - January 2015
Job Architect at Dell SecureWorks
Industry Information Technology and Services
Experience
Dell SecureWorks March 2015 - Present
Invesco December 2011 - January 2015
Virtusa June 2006 - December 2011
Covansys July 2005 - June 2006
Lending Space 2003 - 2005
RightGen Technologies May 2002 - July 2003
Skills
Java, PHP, C++, Visual Basic, Web Applications, Web Ser, Web Application Security, Spring, Tapestry, Struts, Perl, Agile Methodologies
Education
Andhra University 1999 — 2002
Masters, Computers
Acharya Nagarjuna University 1994 — 1998
Bachelor, Physics, Mathematics, Geology
Dell SecureWorks March 2015 - Present
Invesco December 2011 - January 2015
Virtusa June 2006 - December 2011
Covansys July 2005 - June 2006
Lending Space 2003 - 2005
RightGen Technologies May 2002 - July 2003
Skills
Java, PHP, C++, Visual Basic, Web Applications, Web Ser, Web Application Security, Spring, Tapestry, Struts, Perl, Agile Methodologies
Education
Andhra University 1999 — 2002
Masters, Computers
Acharya Nagarjuna University 1994 — 1998
Bachelor, Physics, Mathematics, Geology
Genevieve Fuhrman Genevieve Fuhrman's Invesco Experience October 2008 - January 2015
Job Internal Wholesaler at First Trust
Industry Investment Management
Experience
First Trust January 2015 - Present
Invesco October 2008 - January 2015
Skills
Portfolio Analysis, Unit Trust Comparisons, Mutual Fund Comparisons, Economic Updates, Practice Management, Client Presentations
Education
Benedictine University 2012 — 2015
Master of Business Administration (M.B.A.), Financial Management
Benedictine University 2006 — 2008
Major: Elementary Education; Minor: Business and Economics
Loras College 2004 — 2006
Marketing
First Trust January 2015 - Present
Invesco October 2008 - January 2015
Skills
Portfolio Analysis, Unit Trust Comparisons, Mutual Fund Comparisons, Economic Updates, Practice Management, Client Presentations
Education
Benedictine University 2012 — 2015
Master of Business Administration (M.B.A.), Financial Management
Benedictine University 2006 — 2008
Major: Elementary Education; Minor: Business and Economics
Loras College 2004 — 2006
Marketing
Charles O. Smith III, MBA Charles O. Smith III, MBA's Invesco Experience 2008 - 2012
Job Manager, Finance at HD Supply White Cap
Industry Construction
Experience
HD Supply 2014 - Present
Newell Rubbermaid 2014 - 2014
Newell Rubbermaid 2013 - 2014
Windsor Health Group 2012 - 2013
Invesco 2008 - 2012
PwC 2008 - 2008
Education
University of Georgia - Terry College of Business 2013 — 2015
Master of Business Administration (MBA)
Bethune-Cookman University 2004 — 2008
Bachelor of Science (B.S.), Accounting
HD Supply 2014 - Present
Newell Rubbermaid 2014 - 2014
Newell Rubbermaid 2013 - 2014
Windsor Health Group 2012 - 2013
Invesco 2008 - 2012
PwC 2008 - 2008
Education
University of Georgia - Terry College of Business 2013 — 2015
Master of Business Administration (MBA)
Bethune-Cookman University 2004 — 2008
Bachelor of Science (B.S.), Accounting
Dick Loebig, CFA Dick Loebig, CFA's Invesco Experience 2001 - 2003
Job Sales & Marketing, Consultant Relations, Client Service
Industry Investment Management
Experience
First State Investments 2014 - Present
J.P. Morgan Private Bank 2010 - 2014
INTECH Investment Management LLC 2006 - 2010
Western Asset Management 2004 - 2006
INVESCO 2001 - 2003
Fort Washington Investment Advisors and Todd Investment Advisors 1996 - 2000
PNC Bank 1991 - 1996
Payden & Rygel Investment Counsel 1989 - 1991
Security Pacific Investment Managers 1986 - 1988
Skills
Fixed Income, Portfolio Management, Equities, Institutional..., Investment Strategies, Asset Management, Client Service, Customer Relations, Sales & Marketing, Consulltant Relations
Education
Bellarmine University
MBA, Business Administration
Furman University
BA, Business Administration
First State Investments 2014 - Present
J.P. Morgan Private Bank 2010 - 2014
INTECH Investment Management LLC 2006 - 2010
Western Asset Management 2004 - 2006
INVESCO 2001 - 2003
Fort Washington Investment Advisors and Todd Investment Advisors 1996 - 2000
PNC Bank 1991 - 1996
Payden & Rygel Investment Counsel 1989 - 1991
Security Pacific Investment Managers 1986 - 1988
Skills
Fixed Income, Portfolio Management, Equities, Institutional..., Investment Strategies, Asset Management, Client Service, Customer Relations, Sales & Marketing, Consulltant Relations
Education
Bellarmine University
MBA, Business Administration
Furman University
BA, Business Administration
David I. Granik, CFA David I. Granik, CFA's Invesco Experience June 2013 - August 2013
Job Analyst at Ranger Capital
Industry Investment Management
Experience
Ranger Capital Group September 2014 - Present
Invesco June 2013 - August 2013
Self-Employed Professional Poker Player February 2009 - July 2012
Bull Path Capital Management August 2004 - December 2008
Lehman Brothers July 2003 - July 2004
Citi September 2002 - May 2003
Skills
Hedge Funds, Equity Research, Equities, Investment Banking, Valuation, Financial Modeling, Bloomberg, Capital Markets, Investments, Equity Valuation, Private Equity, Alternative Investments, Asset Managment, Fixed Income, Emerging Markets, Entrepreneurship, Finance, Investment Management, Mutual Funds, Portfolio Management, Trading, Financial Analysis, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Charles University in Prague 2002 — 2003
FULBRIGHT Independent Study, Emerging Market Privatizations
Pace University - Lubin School of Business 1997 — 2001
Bachelor of Business Administration (BBA), Finance
Ranger Capital Group September 2014 - Present
Invesco June 2013 - August 2013
Self-Employed Professional Poker Player February 2009 - July 2012
Bull Path Capital Management August 2004 - December 2008
Lehman Brothers July 2003 - July 2004
Citi September 2002 - May 2003
Skills
Hedge Funds, Equity Research, Equities, Investment Banking, Valuation, Financial Modeling, Bloomberg, Capital Markets, Investments, Equity Valuation, Private Equity, Alternative Investments, Asset Managment, Fixed Income, Emerging Markets, Entrepreneurship, Finance, Investment Management, Mutual Funds, Portfolio Management, Trading, Financial Analysis, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Charles University in Prague 2002 — 2003
FULBRIGHT Independent Study, Emerging Market Privatizations
Pace University - Lubin School of Business 1997 — 2001
Bachelor of Business Administration (BBA), Finance
Cheryl Rawlinson Ruff Cheryl Rawlinson Ruff's Invesco Experience September 2003 - September 2006
Job
Industry Real Estate
Experience
The Retail Connection April 2012 - Present
Cencor Realty Services February 2011 - April 2012
P.O'B. Montgomery & Company July 2008 - February 2011
CBRE September 2006 - June 2008
Invesco September 2003 - September 2006
Archon Group January 2001 - June 2003
LVG Investments January 2000 - January 2001
Insignia Commercial Group October 1992 - January 2000
Alliance Appraisal Group 1990 - 1992
Skills
Argus Modeling, MRI Software, Yardi Property..., Asset Eye, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Property Management, Underwriting, Financial Modeling, Asset Managment, Real Estate, Disposition, Leases
Education
Amberton University 1999 — 2000
BBA
The Retail Connection April 2012 - Present
Cencor Realty Services February 2011 - April 2012
P.O'B. Montgomery & Company July 2008 - February 2011
CBRE September 2006 - June 2008
Invesco September 2003 - September 2006
Archon Group January 2001 - June 2003
LVG Investments January 2000 - January 2001
Insignia Commercial Group October 1992 - January 2000
Alliance Appraisal Group 1990 - 1992
Skills
Argus Modeling, MRI Software, Yardi Property..., Asset Eye, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Property Management, Underwriting, Financial Modeling, Asset Managment, Real Estate, Disposition, Leases
Education
Amberton University 1999 — 2000
BBA
Kirill Gourov's Invesco Experience October 2012 - May 2013
Job Analyst at Expand Research A Company of The Boston Consulting Group
Industry Management Consulting
Experience
Expand Research - A Company of The Boston Consulting Group September 2015 - Present
CSqua.red September 2014 - July 2015
Blockchain Technology Group April 2014 - September 2014
Sumitomo Mitsui Banking Corporation June 2013 - January 2014
Invesco October 2012 - May 2013
Morgen, Evan & Company February 2012 - October 2012
IMaCS Virtus Global Partners August 2011 - March 2012
Pan Reliance Capital Advisors March 2011 - May 2011
Skills
Financial Modeling, Due Diligence, Microsoft Excel, Bloomberg, Fixed Income, Emerging Markets, Finance, Valuation, Investments, Asset Management, Strategic Planning, Project Management, Corporate Finance, Investment Banking, Portfolio Management
Education
City University of New York-Baruch College
B.B.A., Finance & Investments
Stuyvesant High School
Expand Research - A Company of The Boston Consulting Group September 2015 - Present
CSqua.red September 2014 - July 2015
Blockchain Technology Group April 2014 - September 2014
Sumitomo Mitsui Banking Corporation June 2013 - January 2014
Invesco October 2012 - May 2013
Morgen, Evan & Company February 2012 - October 2012
IMaCS Virtus Global Partners August 2011 - March 2012
Pan Reliance Capital Advisors March 2011 - May 2011
Skills
Financial Modeling, Due Diligence, Microsoft Excel, Bloomberg, Fixed Income, Emerging Markets, Finance, Valuation, Investments, Asset Management, Strategic Planning, Project Management, Corporate Finance, Investment Banking, Portfolio Management
Education
City University of New York-Baruch College
B.B.A., Finance & Investments
Stuyvesant High School
Brian F. Paluso's Invesco Experience April 2008 - Present
Job Regional Vice President Independent Advisor Division at Invesco
Industry Investment Management
Experience
Invesco April 2008 - Present
Federated Investors, Inc. June 1998 - March 2008
Skills
CFP, Mutual Funds, Series 7, Retirement Planning, Series 63, ETFs, Separately Managed..., Investments, Asset Allocation, Wealth Management, Alternative Investments, Asset Management, 401k, Investment Advisory, Retirement, Investment Strategies, Financial Services
Education
Boston College 1990 — 1993
Bachelor of Arts (BA), Economics
Clarkson University 1989 — 1990
Bishop Canevin High School 1985 — 1989
Invesco April 2008 - Present
Federated Investors, Inc. June 1998 - March 2008
Skills
CFP, Mutual Funds, Series 7, Retirement Planning, Series 63, ETFs, Separately Managed..., Investments, Asset Allocation, Wealth Management, Alternative Investments, Asset Management, 401k, Investment Advisory, Retirement, Investment Strategies, Financial Services
Education
Boston College 1990 — 1993
Bachelor of Arts (BA), Economics
Clarkson University 1989 — 1990
Bishop Canevin High School 1985 — 1989
Stephanie Gee Stephanie Gee's Invesco Experience 2001 - 2001
Job Business Intelligence Analyst, Cloud and Managed Solutions at Polycom
Industry Telecommunications
Experience
Polycom July 2013 - Present
Polycom October 2001 - October 2011
Invesco 2001 - 2001
CQG 1999 - 2001
Oracle - (as Siebel Corporation) 1999 - 1999
Exabyte 1994 - 1999
Skills
Siebel, Oracle E-Business Suite, Oracle SQL, SSRS, VBScript, Project Management, PeopleSoft, Microsoft Publisher, SOA, Microsoft SQL Server, XML, SSIS, Crystal Reports, Toad 9.0, Photoshop, SharePoint, HTML, Relational Data Modeling, Salesforce.com, Web Design, SOAP, Stored Procedures, CSS, IIS, Microsoft Excel, Visio, MS Project, Digital Photography, Lightroom, InDesign, Photoshop Elements, Adobe Bridge, RAW Processing, Adobe Creative Suite, Photography
Education
University of Phoenix-Colorado Campus 1993 — 2006
Bachelor of Science (BS), Information Technology, 3.96
The Colorado School of Professional Psychology 2007 — 2008
Doctor of Philosophy (PhD), Clinical Psychology
Art Institute of Colorado
Photography, Photography, 4.0
Polycom July 2013 - Present
Polycom October 2001 - October 2011
Invesco 2001 - 2001
CQG 1999 - 2001
Oracle - (as Siebel Corporation) 1999 - 1999
Exabyte 1994 - 1999
Skills
Siebel, Oracle E-Business Suite, Oracle SQL, SSRS, VBScript, Project Management, PeopleSoft, Microsoft Publisher, SOA, Microsoft SQL Server, XML, SSIS, Crystal Reports, Toad 9.0, Photoshop, SharePoint, HTML, Relational Data Modeling, Salesforce.com, Web Design, SOAP, Stored Procedures, CSS, IIS, Microsoft Excel, Visio, MS Project, Digital Photography, Lightroom, InDesign, Photoshop Elements, Adobe Bridge, RAW Processing, Adobe Creative Suite, Photography
Education
University of Phoenix-Colorado Campus 1993 — 2006
Bachelor of Science (BS), Information Technology, 3.96
The Colorado School of Professional Psychology 2007 — 2008
Doctor of Philosophy (PhD), Clinical Psychology
Art Institute of Colorado
Photography, Photography, 4.0
Geoff Wolf, SPHR Geoff Wolf, SPHR's Invesco Experience June 2004 - Present
Job Sr HR Business Partner
Industry Human Resources
Experience
INVESCO June 2004 - Present
AIM Investments June 1999 - June 2004
Skills
Talent Acquisition, Performance Management, Human Resources, Deferred Compensation, Workforce Planning, Strategic Planning, Talent Management, Employee Relations, Succession Planning, Leadership, Personnel Management, Employee Engagement, Training, Employee Training, Management, Onboarding, Employment Law, Mergers, Organizational Design, HRIS, College Recruiting, HR Policies, Team Building
Education
Baylor University 1995 — 1999
Bachelor of Arts, Political Science
INVESCO June 2004 - Present
AIM Investments June 1999 - June 2004
Skills
Talent Acquisition, Performance Management, Human Resources, Deferred Compensation, Workforce Planning, Strategic Planning, Talent Management, Employee Relations, Succession Planning, Leadership, Personnel Management, Employee Engagement, Training, Employee Training, Management, Onboarding, Employment Law, Mergers, Organizational Design, HRIS, College Recruiting, HR Policies, Team Building
Education
Baylor University 1995 — 1999
Bachelor of Arts, Political Science
Andrew Behrendt's Invesco Experience April 2012 - Present
Job Assistant Controller at Invesco
Industry Real Estate
Experience
Invesco April 2012 - Present
TA Associates Realty December 2010 - April 2012
TA Associates Realty January 2008 - November 2010
TA Associates Realty March 2006 - December 2007
Brown Brothers Harriman September 2004 - February 2006
State Street July 2003 - August 2004
Skills
Real Estate, Financial Reporting, Valuation, Real Estate Economics, Mutual Funds, Financial Analysis, GAAP, Microsoft Excel, Financial Modeling, Private Equity, Portfolio Management, Asset Managment, Investments, Asset Management, Due Diligence, Corporate Finance
Education
Boston University - School of Management 2007 — 2010
MBA
Indiana University - Kelley School of Business 2000 — 2003
BS, Finance and International Business
Invesco April 2012 - Present
TA Associates Realty December 2010 - April 2012
TA Associates Realty January 2008 - November 2010
TA Associates Realty March 2006 - December 2007
Brown Brothers Harriman September 2004 - February 2006
State Street July 2003 - August 2004
Skills
Real Estate, Financial Reporting, Valuation, Real Estate Economics, Mutual Funds, Financial Analysis, GAAP, Microsoft Excel, Financial Modeling, Private Equity, Portfolio Management, Asset Managment, Investments, Asset Management, Due Diligence, Corporate Finance
Education
Boston University - School of Management 2007 — 2010
MBA
Indiana University - Kelley School of Business 2000 — 2003
BS, Finance and International Business
David Meyers, CFP® David Meyers, CFP®'s Invesco Experience January 1999 - September 2006
Job President, Meyers Wealth Management
Industry Financial Services
Experience
Meyers Wealth Management March 2008 - Present
Fortis Investments September 2006 - February 2008
Invesco January 1999 - September 2006
Salomon Brothers January 1994 - February 1998
Skills
Portfolio Management, Fixed Income, Retirement Planning, Financial Modeling, Strategic Financial..., Investment Strategies, Financial Advisory, Securities, Risk Management, Series 7, Asset Allocation, Finance, Financial Risk, financial planning, Investment Advisory, Estate Planning, Investments, Mutual Funds, Retirement, 401k, IRA's, Tax, Employee Benefits, Bonds, Investment Management, Asset Management, Equities
Education
Boston University 2008 — 2009
Certificate, Financial Planning
Georgia Institute of Technology 1990 — 1993
MS, Applied Mathematics
Emory University 1986 — 1990
BS, Applied Physics
Great Neck South
Meyers Wealth Management March 2008 - Present
Fortis Investments September 2006 - February 2008
Invesco January 1999 - September 2006
Salomon Brothers January 1994 - February 1998
Skills
Portfolio Management, Fixed Income, Retirement Planning, Financial Modeling, Strategic Financial..., Investment Strategies, Financial Advisory, Securities, Risk Management, Series 7, Asset Allocation, Finance, Financial Risk, financial planning, Investment Advisory, Estate Planning, Investments, Mutual Funds, Retirement, 401k, IRA's, Tax, Employee Benefits, Bonds, Investment Management, Asset Management, Equities
Education
Boston University 2008 — 2009
Certificate, Financial Planning
Georgia Institute of Technology 1990 — 1993
MS, Applied Mathematics
Emory University 1986 — 1990
BS, Applied Physics
Great Neck South
Andrea Focht-Williams, CPA Andrea Focht-Williams, CPA's Invesco Experience February 2000 - June 2006
Job Auditor, Texas State Auditor's Office
Industry Accounting
Experience
The Standard December 2007 - July 2009
Invesco February 2000 - June 2006
Skills
Customer Service, Adobe Acrobat, Management, Internal Audit, Financial Accounting, Team Leadership, Business Ethics, Standards Compliance, Quality Control, Process Management, Microsoft Excel, Microsoft Word, Microsoft Access, Auditing, Process Improvement, Team Management, Dependable Team Player, Accounting Standards, Mutual Funds, US GAAP, Access, Internal Controls
Education
St. Edward's University 2011 — 2013
MACT
Austin Community College 2010 — 2011
University of Nebraska-Lincoln 1988 — 1992
B.S.
The Standard December 2007 - July 2009
Invesco February 2000 - June 2006
Skills
Customer Service, Adobe Acrobat, Management, Internal Audit, Financial Accounting, Team Leadership, Business Ethics, Standards Compliance, Quality Control, Process Management, Microsoft Excel, Microsoft Word, Microsoft Access, Auditing, Process Improvement, Team Management, Dependable Team Player, Accounting Standards, Mutual Funds, US GAAP, Access, Internal Controls
Education
St. Edward's University 2011 — 2013
MACT
Austin Community College 2010 — 2011
University of Nebraska-Lincoln 1988 — 1992
B.S.
Brien Hopkins's Invesco Experience November 2013 - December 2013
Job Motion Designer at Planet Nutshell, Inc
Industry Animation
Experience
Planet Nutshell, Inc September 2014 - Present
Fidelity Investments 2014 - Present
Brafton Inc. November 2012 - February 2014
Planet Nutshell, Inc 2014 - 2014
Genuine Interactive 2014 - 2014
McElroy Films 2014 - 2014
Invesco November 2013 - December 2013
AnswerTo October 2013 - October 2013
ZoomOnTime, Inc October 2012 - October 2012
Lazybones March 2010 - June 2012
Skills
Motion Graphics, Animation, Graphic Design, After Effects, Illustrator, Video Production, Adobe Creative Suite, Photoshop, Advertising, Pants, Video
Education
Emmanuel College 2007 — 2009
Bachelor of Arts (B.A.)
California Maritime Academy
Notre Dame de Namur University
Planet Nutshell, Inc September 2014 - Present
Fidelity Investments 2014 - Present
Brafton Inc. November 2012 - February 2014
Planet Nutshell, Inc 2014 - 2014
Genuine Interactive 2014 - 2014
McElroy Films 2014 - 2014
Invesco November 2013 - December 2013
AnswerTo October 2013 - October 2013
ZoomOnTime, Inc October 2012 - October 2012
Lazybones March 2010 - June 2012
Skills
Motion Graphics, Animation, Graphic Design, After Effects, Illustrator, Video Production, Adobe Creative Suite, Photoshop, Advertising, Pants, Video
Education
Emmanuel College 2007 — 2009
Bachelor of Arts (B.A.)
California Maritime Academy
Notre Dame de Namur University
Anthony Shufflebotham, CFA Anthony Shufflebotham, CFA's Invesco Experience 1998 - 2011
Job Consultant New Business Opportunity at Cadence Capital Management
Industry Investment Management
Experience
Cadence Capital Management 2013 - Present
The Innovation Institute 2012 - 2013
Invesco 1998 - 2011
Putnam Investments 1996 - 1998
Sungard Financial Systems 1994 - 1996
COLONIAL MANAGEMENT 1989 - 1994
Skills
Portfolio Management, Equities, Asset Allocation, Quantitative Analytics, Investment Strategies, Investments, Investment Banking, Equity Research, Bonds, Investment Management, ETFs, Mergers & Acquisitions, Alternative Investments, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1998
MS, Finance
Oxford Brookes University 1982 — 1986
BSc, Economics, Accounting and Finance
Harvard Extension School 1997 — 2011
Cadence Capital Management 2013 - Present
The Innovation Institute 2012 - 2013
Invesco 1998 - 2011
Putnam Investments 1996 - 1998
Sungard Financial Systems 1994 - 1996
COLONIAL MANAGEMENT 1989 - 1994
Skills
Portfolio Management, Equities, Asset Allocation, Quantitative Analytics, Investment Strategies, Investments, Investment Banking, Equity Research, Bonds, Investment Management, ETFs, Mergers & Acquisitions, Alternative Investments, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1998
MS, Finance
Oxford Brookes University 1982 — 1986
BSc, Economics, Accounting and Finance
Harvard Extension School 1997 — 2011
Sergey Protchenko Sergey Protchenko's Invesco Experience August 2005 - Present
Job
Industry Investment Management
Experience
Invesco August 2005 - Present
Bio-Rad Laboratories September 2003 - August 2005
MJ Research June 2003 - September 2003
Skills
Portfolio Management, Equities, Investments, Financial Modeling, Data Analysis, Start-ups, Performance Attribution, Factor Analysis, Financial Analysis, Bloomberg, Derivatives, Valuation, Business Analysis, VBA, Capital Markets, Equity Research, Hypothesis Testing, Hedge Funds, Asset Management, Finance
Education
Bentley University 2006 — 2013
Master of Science (M.S.), Finance
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2010
MBA, Finance
Northeastern University 2000 — 2005
BSBA, MIS, Finance
Natick High School 1997 — 2000
Invesco August 2005 - Present
Bio-Rad Laboratories September 2003 - August 2005
MJ Research June 2003 - September 2003
Skills
Portfolio Management, Equities, Investments, Financial Modeling, Data Analysis, Start-ups, Performance Attribution, Factor Analysis, Financial Analysis, Bloomberg, Derivatives, Valuation, Business Analysis, VBA, Capital Markets, Equity Research, Hypothesis Testing, Hedge Funds, Asset Management, Finance
Education
Bentley University 2006 — 2013
Master of Science (M.S.), Finance
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2010
MBA, Finance
Northeastern University 2000 — 2005
BSBA, MIS, Finance
Natick High School 1997 — 2000
Ge Sun Ge Sun's Invesco Experience August 2013 - Present
Job International Equity Analyst at Invesco
Industry Investment Management
Experience
Invesco August 2013 - Present
The MBA Investment Fund November 2011 - March 2013
Employees Retirement System of Texas June 2012 - August 2012
SLA Studio Land October 2003 - June 2011
Skills
Investments, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Finance
Education
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business 2011 — 2013
Master of Business Administration, Finance
Clemson University 2001 — 2003
MCRP, City and Regional Planning
Hefei University of Technology
Bachelor of Architecture
Invesco August 2013 - Present
The MBA Investment Fund November 2011 - March 2013
Employees Retirement System of Texas June 2012 - August 2012
SLA Studio Land October 2003 - June 2011
Skills
Investments, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Finance
Education
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business 2011 — 2013
Master of Business Administration, Finance
Clemson University 2001 — 2003
MCRP, City and Regional Planning
Hefei University of Technology
Bachelor of Architecture
Matt Krone Matt Krone's Invesco Experience October 2000 - September 2002
Job Sales Representative with United Distributors, Inc.
Industry Wine and Spirits
Experience
United Distributors, Inc. December 2011 - Present
General Wholesale Beer Company June 2011 - November 2011
Hop City Craft Beer and Wine October 2010 - June 2011
The Hartford September 2002 - January 2010
INVESCO October 2000 - September 2002
Xerox November 1998 - October 2000
Skills
Process Improvement, Management, Leadership, Certified Cicerone
Education
American InterContinental University 2000 — 2002
BIT, Information Technology
United Distributors, Inc. December 2011 - Present
General Wholesale Beer Company June 2011 - November 2011
Hop City Craft Beer and Wine October 2010 - June 2011
The Hartford September 2002 - January 2010
INVESCO October 2000 - September 2002
Xerox November 1998 - October 2000
Skills
Process Improvement, Management, Leadership, Certified Cicerone
Education
American InterContinental University 2000 — 2002
BIT, Information Technology
Haley Davis Haley Davis's Invesco Experience July 2013 - Present
Job Manager, Databases at Invesco
Industry Financial Services
Experience
Invesco July 2013 - Present
The Arthur Vining Davis Foundations September 2006 - Present
Invesco Ltd. May 2010 - June 2013
SunTrust Bank 1999 - 2005
BankBoston 1997 - 1999
Peterson Consulting 1996 - 1997
International Paper 1991 - 1994
Skills
Portfolio Management, Risk Management, Business Analysis, Project Management, Program Management, Process Improvement, Business Process..., Financial Modeling, Financial Analysis, Financial Services, Analysis, Strategy, Asset Management, Vendor Management, Business Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
University of Rochester 1987 — 1991
BS, Mechanical Engineering
Invesco July 2013 - Present
The Arthur Vining Davis Foundations September 2006 - Present
Invesco Ltd. May 2010 - June 2013
SunTrust Bank 1999 - 2005
BankBoston 1997 - 1999
Peterson Consulting 1996 - 1997
International Paper 1991 - 1994
Skills
Portfolio Management, Risk Management, Business Analysis, Project Management, Program Management, Process Improvement, Business Process..., Financial Modeling, Financial Analysis, Financial Services, Analysis, Strategy, Asset Management, Vendor Management, Business Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
University of Rochester 1987 — 1991
BS, Mechanical Engineering
Kevin Shea, CFA Kevin Shea, CFA's Invesco Experience 1999 - 2001
Job CEO at Disciplined Alpha LLC
Industry Investment Management
Experience
Disciplined Alpha LLC April 2013 - Present
MIT Sloan School of Management 2011 - Present
Cadence Capital Management 2008 - March 2013
Batterymarch Financial Management 2007 - 2007
D.A. Capital Managament, LLC 2001 - 2006
Invesco 1999 - 2001
John Hancock Funds 1995 - 1999
Skills
APL, Backtesting, BARRA, BASIC, Bloomberg, CLARIFI, Cluster Analysis, CompuStat Point In Time, Crystal Ball, FactSet, FORTRAN, French, IBES, Investment Management, Macroeconomic Regime..., Marketing, MATLAB, Monte Carlo Simulation, Neural Networks, News Analytics, Northfield, Research, Risk Management, Russell, SAS, VBA, Matlab, Investments, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Valuation, Quantitative Finance, Mutual Funds, Alternative Investments, Asset Management, Capital Markets, Finance
Education
EDHEC Business School 2012 — 2015
PhD, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1995
M.B.A., Finance & International Studies
Harvard University 1987 — 1991
A.L.M., Biology
University of Notre Dame 1983 — 1987
B.A., Program of Liberal Studies also known as Great Books Program
Fairfield College Preparatory School 1979 — 1983
Disciplined Alpha LLC April 2013 - Present
MIT Sloan School of Management 2011 - Present
Cadence Capital Management 2008 - March 2013
Batterymarch Financial Management 2007 - 2007
D.A. Capital Managament, LLC 2001 - 2006
Invesco 1999 - 2001
John Hancock Funds 1995 - 1999
Skills
APL, Backtesting, BARRA, BASIC, Bloomberg, CLARIFI, Cluster Analysis, CompuStat Point In Time, Crystal Ball, FactSet, FORTRAN, French, IBES, Investment Management, Macroeconomic Regime..., Marketing, MATLAB, Monte Carlo Simulation, Neural Networks, News Analytics, Northfield, Research, Risk Management, Russell, SAS, VBA, Matlab, Investments, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Valuation, Quantitative Finance, Mutual Funds, Alternative Investments, Asset Management, Capital Markets, Finance
Education
EDHEC Business School 2012 — 2015
PhD, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1995
M.B.A., Finance & International Studies
Harvard University 1987 — 1991
A.L.M., Biology
University of Notre Dame 1983 — 1987
B.A., Program of Liberal Studies also known as Great Books Program
Fairfield College Preparatory School 1979 — 1983
Heather Ross Heather Ross's Invesco Experience May 1996 - June 2006
Job Senior Manager, Investor Relations and Communications at Global Payments
Industry Restaurants
Experience
Global Payments March 2014 - Present
Global Payments June 2011 - February 2014
The Wendy's Company June 2009 - June 2011
Arby's Restaurant Group, Inc. June 2006 - May 2009
INVESCO May 1996 - June 2006
Skills
Investor Relations, Marketing Communications, Corporate Communications, Public Relations, Strategic Planning, Marketing, Strategic Communications, Leadership, Internal Communications, Event Planning, Customer Service, Budgets, Marketing Strategy, Crisis Communications, Project Management, Social Media Marketing, Media Relations, Social Media, Event Management, Microsoft Office, Advertising, Management, Email Marketing, Presentation Development, Press Releases, Newsletters, Speech Writing
Education
Ashford University
BA, Communications
Global Payments March 2014 - Present
Global Payments June 2011 - February 2014
The Wendy's Company June 2009 - June 2011
Arby's Restaurant Group, Inc. June 2006 - May 2009
INVESCO May 1996 - June 2006
Skills
Investor Relations, Marketing Communications, Corporate Communications, Public Relations, Strategic Planning, Marketing, Strategic Communications, Leadership, Internal Communications, Event Planning, Customer Service, Budgets, Marketing Strategy, Crisis Communications, Project Management, Social Media Marketing, Media Relations, Social Media, Event Management, Microsoft Office, Advertising, Management, Email Marketing, Presentation Development, Press Releases, Newsletters, Speech Writing
Education
Ashford University
BA, Communications
Mayura Norville Mayura Norville's Invesco Experience June 2004 - January 2006
Job Business Change Manager at Barclays
Industry Investment Banking
Experience
Barclays June 2012 - Present
Barclays February 2011 - June 2012
JP Morgan Chase October 2007 - February 2010
JPMorgan Chase February 2006 - October 2007
INVESCO June 2004 - January 2006
Skills
Loans, Banking, Relationship Management, Investment Banking, Commercial Lending, Asset Managment, Project Management, Events Coordination, Portfolio Management, Asset Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Computer Information Systems
Barclays June 2012 - Present
Barclays February 2011 - June 2012
JP Morgan Chase October 2007 - February 2010
JPMorgan Chase February 2006 - October 2007
INVESCO June 2004 - January 2006
Skills
Loans, Banking, Relationship Management, Investment Banking, Commercial Lending, Asset Managment, Project Management, Events Coordination, Portfolio Management, Asset Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Computer Information Systems
Christine (Manning) Spicknell, MBA's Invesco Experience 1995 - 1995
Job Grants Administrator at Queensborough Community College Continuing Education and Workforce Development
Industry Nonprofit Organization Management
Experience
QCC Literacy Program October 2007 - Present
Queensborough Community College - Continuing Education and Workforce Development September 2011 - November 2013
Pacific Investment Management Company 1999 - 2003
Salomon Brothers Asset Management Limited 1995 - 1999
Invesco 1995 - 1995
New York Life 1992 - 1995
Skills
Grants Administration, Data Management, Asset Management, Budgeting, Cash Management, Fund Accounting, Budget Analysis, Performance Attribution, Fixed Income, Pricing, RFP, FX, Valuation, Investments, RFI, Accounting, Bonds, Mutual Funds, Budgets, Asset Managment, Grants, Higher Education, Financial Analysis, Finance, Equities, Financial Reporting, Bloomberg, Financial Markets, Microsoft Excel, Securities, Investment Strategies, Data Analysis, Nonprofits, Accounts Payable, Investment Management, Financial Services, Fundraising, Staff Development, Strategic Financial..., Portfolio Management, Grant Administration, Portfolio Performance...
Education
Baruch College, City University of New York (CUNY) 2001 — 2009
MBA
Adelphi University 1988 — 1992
BBA
QCC Literacy Program October 2007 - Present
Queensborough Community College - Continuing Education and Workforce Development September 2011 - November 2013
Pacific Investment Management Company 1999 - 2003
Salomon Brothers Asset Management Limited 1995 - 1999
Invesco 1995 - 1995
New York Life 1992 - 1995
Skills
Grants Administration, Data Management, Asset Management, Budgeting, Cash Management, Fund Accounting, Budget Analysis, Performance Attribution, Fixed Income, Pricing, RFP, FX, Valuation, Investments, RFI, Accounting, Bonds, Mutual Funds, Budgets, Asset Managment, Grants, Higher Education, Financial Analysis, Finance, Equities, Financial Reporting, Bloomberg, Financial Markets, Microsoft Excel, Securities, Investment Strategies, Data Analysis, Nonprofits, Accounts Payable, Investment Management, Financial Services, Fundraising, Staff Development, Strategic Financial..., Portfolio Management, Grant Administration, Portfolio Performance...
Education
Baruch College, City University of New York (CUNY) 2001 — 2009
MBA
Adelphi University 1988 — 1992
BBA
George Laventis George Laventis's Invesco Experience May 2012 - August 2012
Job Internal Wholesaler at Jackson National Life
Industry Financial Services
Experience
Wainwright Laventis June 2013 - August 2013
Invesco May 2012 - August 2012
Sterne Agee May 2011 - August 2011
Jos. A. Bank Clothiers December 2010 - January 2011
Skills
Stata, Spanish, Econometrics, Teaching, Mathematics, Statistics, Quantitative Finance
Education
Centre College 2010 — 2014
Bachelor of Science (B.S.), Financial Economics and Mathematics
University College London, U. of London 2013 — 2013
Economics
St. Xavier High School 2006 — 2010
Wainwright Laventis June 2013 - August 2013
Invesco May 2012 - August 2012
Sterne Agee May 2011 - August 2011
Jos. A. Bank Clothiers December 2010 - January 2011
Skills
Stata, Spanish, Econometrics, Teaching, Mathematics, Statistics, Quantitative Finance
Education
Centre College 2010 — 2014
Bachelor of Science (B.S.), Financial Economics and Mathematics
University College London, U. of London 2013 — 2013
Economics
St. Xavier High School 2006 — 2010
Aga Kuplinska Aga Kuplinska's Invesco Experience October 2013 - Present
Job Sales at Invesco
Industry Investment Management
Experience
Invesco October 2013 - Present
BNY Mellon March 2012 - July 2013
BNY Mellon June 2010 - March 2012
Skills
Relationship Management, Business Development, Business Analysis, Strategic Planning, Distribution Strategies, Financial Analysis, Financial Reporting, Sales, Investments, FX Options, Asset Allocation, Financial Services, Financial Markets, Insurance, Banking, Capital Markets, Financial Risk, Private Equity, Corporate Finance, Derivatives, Financial Modeling, Emerging Markets, New Business Development, Negotiation, Investment Banking, Finance, Hedge Funds, Investment Management, Management, Wealth Management, Trading, Strategy, Business Strategy, Portfolio Management, Fixed Income, Bloomberg, Asset Management, Valuation, Alternative Investments, Structured Products, Structured Finance, Securities, Equities, Bonds, Investment Strategies, Private Banking, Bloomberg Terminal, Swaps, Equity Derivatives, Options
Education
Cass Business School
BSc (Hons)
Zespol Szkol Ekonomicznych, Poland
Invesco October 2013 - Present
BNY Mellon March 2012 - July 2013
BNY Mellon June 2010 - March 2012
Skills
Relationship Management, Business Development, Business Analysis, Strategic Planning, Distribution Strategies, Financial Analysis, Financial Reporting, Sales, Investments, FX Options, Asset Allocation, Financial Services, Financial Markets, Insurance, Banking, Capital Markets, Financial Risk, Private Equity, Corporate Finance, Derivatives, Financial Modeling, Emerging Markets, New Business Development, Negotiation, Investment Banking, Finance, Hedge Funds, Investment Management, Management, Wealth Management, Trading, Strategy, Business Strategy, Portfolio Management, Fixed Income, Bloomberg, Asset Management, Valuation, Alternative Investments, Structured Products, Structured Finance, Securities, Equities, Bonds, Investment Strategies, Private Banking, Bloomberg Terminal, Swaps, Equity Derivatives, Options
Education
Cass Business School
BSc (Hons)
Zespol Szkol Ekonomicznych, Poland
Andrew Mize's Invesco Experience 2006 - 2009
Job Sales Analyst at Ingersoll Rand
Industry Machinery
Experience
Keller Williams Realty, Inc. September 2014 - Present
Ingersoll Rand September 2011 - Present
AGCO Corporation May 2008 - September 2011
AGCO Corporation May 2008 - September 2011
AGCO May 2008 - September 2011
AGCO Corporation May 2008 - September 2011
Invesco 2006 - 2009
Invesco LTD August 2007 - May 2008
INVESCO LTD August 2007 - May 2008
Augusta National Golf Club August 2005 - June 2007
Skills
JD Edwards, Accounting, Treasury, Banking, Credit, Sales, Microsoft Office, Forecasting, Finance, Analysis, Customer Service, Marketing, Bookkeeping, Oracle, Funding
Education
Georgia Regents University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Augusta State University 2005 — 2007
Bachelor of Business Administration, Accounting
Augusta State University
Bachelor degree, Accounting
Georgia College and State University
Keller Williams Realty, Inc. September 2014 - Present
Ingersoll Rand September 2011 - Present
AGCO Corporation May 2008 - September 2011
AGCO Corporation May 2008 - September 2011
AGCO May 2008 - September 2011
AGCO Corporation May 2008 - September 2011
Invesco 2006 - 2009
Invesco LTD August 2007 - May 2008
INVESCO LTD August 2007 - May 2008
Augusta National Golf Club August 2005 - June 2007
Skills
JD Edwards, Accounting, Treasury, Banking, Credit, Sales, Microsoft Office, Forecasting, Finance, Analysis, Customer Service, Marketing, Bookkeeping, Oracle, Funding
Education
Georgia Regents University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Augusta State University 2005 — 2007
Bachelor of Business Administration, Accounting
Augusta State University
Bachelor degree, Accounting
Georgia College and State University
Loren Starr's Invesco Experience October 2005 - Present
Job Chief Financial Officer at Invesco
Industry Investment Management
Experience
Invesco October 2005 - Present
Janus Capital Group January 2001 - August 2005
Putnam Investments January 1998 - January 2001
Lehman Brothers January 1996 - January 1998
Morgan Stanley January 1991 - January 1996
Skills
Corporate Finance, Business Strategy, Treasury Management, Investor Relations, Global Management, Continuous Improvement, Corporate Services, Investments, Capital Markets, Hedge Funds, Asset Managment, Alternative Investments, Fixed Income, Financial Modeling, Asset Management, Equities, Treasury, Private Equity, Asset Allocation, Investment Management, Securities, Investment Strategies, Mutual Funds, Equity Research, Valuation
Education
Carnegie Mellon University - Tepper School of Business 1990 — 1991
Master's degree, Operations Research
Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Finance, General
Columbia University - Fu Foundation School of Engineering and Applied Science 1983 — 1984
Bachelor of Science (BS), Industrial Engineering
Columbia College (NY) 1979 — 1983
Bachelor of Arts (B.A.), Chemistry
UNIS
UNIS
Invesco October 2005 - Present
Janus Capital Group January 2001 - August 2005
Putnam Investments January 1998 - January 2001
Lehman Brothers January 1996 - January 1998
Morgan Stanley January 1991 - January 1996
Skills
Corporate Finance, Business Strategy, Treasury Management, Investor Relations, Global Management, Continuous Improvement, Corporate Services, Investments, Capital Markets, Hedge Funds, Asset Managment, Alternative Investments, Fixed Income, Financial Modeling, Asset Management, Equities, Treasury, Private Equity, Asset Allocation, Investment Management, Securities, Investment Strategies, Mutual Funds, Equity Research, Valuation
Education
Carnegie Mellon University - Tepper School of Business 1990 — 1991
Master's degree, Operations Research
Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Finance, General
Columbia University - Fu Foundation School of Engineering and Applied Science 1983 — 1984
Bachelor of Science (BS), Industrial Engineering
Columbia College (NY) 1979 — 1983
Bachelor of Arts (B.A.), Chemistry
UNIS
UNIS
Jessica Renfro Jessica Renfro's Invesco Experience May 2013 - Present
Job Legal Secretary
Industry Legal Services
Experience
Invesco May 2013 - Present
The Bulsard Group, LLC. September 2012 - April 2013
GC Services June 2010 - September 2010
SILVERBLATT LAW OFFICE January 2010 - March 2010
510 BAR & GRILL June 2002 - November 2007
BRINKER INT’L February 2000 - March 2002
Macro Enterprises June 2001 - September 2001
Skills
Collections, Credit, Customer Service, Loan Servicing, Telephone Skills, Typing, Outlook, Data Entry, Microsoft Excel, Spreadsheets, Filing
Education
DeVry University 2010 — 2012
Bachelors of Science, Technical Business Management, 3.9
Center for Advanced Legal Studies 2009 — 2010
Associates of Applied Science, Paralegal Studies, 3.9
Invesco May 2013 - Present
The Bulsard Group, LLC. September 2012 - April 2013
GC Services June 2010 - September 2010
SILVERBLATT LAW OFFICE January 2010 - March 2010
510 BAR & GRILL June 2002 - November 2007
BRINKER INT’L February 2000 - March 2002
Macro Enterprises June 2001 - September 2001
Skills
Collections, Credit, Customer Service, Loan Servicing, Telephone Skills, Typing, Outlook, Data Entry, Microsoft Excel, Spreadsheets, Filing
Education
DeVry University 2010 — 2012
Bachelors of Science, Technical Business Management, 3.9
Center for Advanced Legal Studies 2009 — 2010
Associates of Applied Science, Paralegal Studies, 3.9
Marc Fowler Marc Fowler's Invesco Experience November 1998 - May 2012
Job Tax Supervisor at Carr, Riggs & Ingram, LLC
Industry Accounting
Experience
Carr, Riggs & Ingram, LLC January 2014 - Present
Marc Fowler, CPA January 2006 - January 2014
Invesco November 1998 - May 2012
Hereford, Lynch, Sellars, & Kirkham P.C. December 1993 - November 1998
Skills
Microsoft Office, QuickBooks, CCH Research, CCH ProSystem fx, RIA, ProSeries, Lacerte, Mutual Funds, Partnership Taxation, Excise, Corporate Tax, Small Business Tax, Hedge Funds, ETFs, Closed-end Funds, MLP, Individual Returns, Full-Charge Bookkeeping, Payroll Services, Business Entity..., 529 Plans, College Education...
Education
Texas A&M University 1990 — 1992
Bachelor of Business Administration (BBA), Accounting
Baylor University 1989 — 1990
Carr, Riggs & Ingram, LLC January 2014 - Present
Marc Fowler, CPA January 2006 - January 2014
Invesco November 1998 - May 2012
Hereford, Lynch, Sellars, & Kirkham P.C. December 1993 - November 1998
Skills
Microsoft Office, QuickBooks, CCH Research, CCH ProSystem fx, RIA, ProSeries, Lacerte, Mutual Funds, Partnership Taxation, Excise, Corporate Tax, Small Business Tax, Hedge Funds, ETFs, Closed-end Funds, MLP, Individual Returns, Full-Charge Bookkeeping, Payroll Services, Business Entity..., 529 Plans, College Education...
Education
Texas A&M University 1990 — 1992
Bachelor of Business Administration (BBA), Accounting
Baylor University 1989 — 1990
Beverly Lowery Beverly Lowery's Invesco Experience January 2001 - September 2006
Job Business Management and Strategic Planning Consultant
Industry Management Consulting
Experience
A Planned Event, Inc. October 2006 - Present
INVESCO January 2001 - September 2006
Holland & Knight LLP November 1999 - January 2001
Troutman Sanders LLP August 1997 - November 1999
self-employed September 1996 - August 1997
King & Spalding LLP December 1993 - September 1996
Calvin D. Lowery & Associates January 1993 - December 1993
Friedman's Jewelers June 1991 - November 1992
Skills
Strategic Planning, Corporate Governance, Risk Management, Research, Contract Negotiation, Contract Management, Planning, Budgeting, Business Planning, Mergers, Due Diligence, Compliance, Licensing, Insurance, Administration, Process Improvement, Analysis, Customer Relations, Business Strategy, Risk, Mergers & Acquisitions, Budgets, Finance, Management Consulting, Public Speaking, Legal Research
Education
Shorter University 2003 — 2005
MBA, Business Administration
The National Center for Paralegal Training 1993 — 1993
Certificate, Business Transactions
American InterContinental University 1989 — 1991
BA, Fashion Design & Merchandising
The University of Georgia 1984 — 1986
Clothing & Textiles
A Planned Event, Inc. October 2006 - Present
INVESCO January 2001 - September 2006
Holland & Knight LLP November 1999 - January 2001
Troutman Sanders LLP August 1997 - November 1999
self-employed September 1996 - August 1997
King & Spalding LLP December 1993 - September 1996
Calvin D. Lowery & Associates January 1993 - December 1993
Friedman's Jewelers June 1991 - November 1992
Skills
Strategic Planning, Corporate Governance, Risk Management, Research, Contract Negotiation, Contract Management, Planning, Budgeting, Business Planning, Mergers, Due Diligence, Compliance, Licensing, Insurance, Administration, Process Improvement, Analysis, Customer Relations, Business Strategy, Risk, Mergers & Acquisitions, Budgets, Finance, Management Consulting, Public Speaking, Legal Research
Education
Shorter University 2003 — 2005
MBA, Business Administration
The National Center for Paralegal Training 1993 — 1993
Certificate, Business Transactions
American InterContinental University 1989 — 1991
BA, Fashion Design & Merchandising
The University of Georgia 1984 — 1986
Clothing & Textiles
Jacob Habibi's Invesco Experience April 2008 - February 2015
Job Investment Grade Credit Analyst at Invesco
Industry Investment Management
Experience
Invesco US February 2015 - Present
INVESCO April 2008 - February 2015
INVESCO June 2007 - March 2008
INVESCO April 2003 - May 2007
INVESCO May 2001 - March 2003
Northwestern Mutual May 1999 - April 2001
Skills
Corporate Research, Investments, Capital Markets, Fixed Income, Asset Management, Bloomberg, Financial Analysis, Portfolio Management, Securities, Investment Banking, Trading
Education
Boston University 2007 — 2009
MSM, Banking and Financial Services
CFA Institute 2004 — 2006
CFA, Chartered Financial Analyst
University of Louisville 1998 — 2003
BSBA, Finance, Computer Information Systems
Invesco US February 2015 - Present
INVESCO April 2008 - February 2015
INVESCO June 2007 - March 2008
INVESCO April 2003 - May 2007
INVESCO May 2001 - March 2003
Northwestern Mutual May 1999 - April 2001
Skills
Corporate Research, Investments, Capital Markets, Fixed Income, Asset Management, Bloomberg, Financial Analysis, Portfolio Management, Securities, Investment Banking, Trading
Education
Boston University 2007 — 2009
MSM, Banking and Financial Services
CFA Institute 2004 — 2006
CFA, Chartered Financial Analyst
University of Louisville 1998 — 2003
BSBA, Finance, Computer Information Systems
Debbie Fossum's Invesco Experience June 2010 - April 2013
Job Marketing Manager at Armanino LLP
Industry Marketing and Advertising
Experience
Armanino LLP April 2013 - Present
Invesco June 2010 - April 2013
Georgia State University (Department of Communication) August 2009 - August 2011
Arizona State University (Office of Knowledge Enterprise Development) May 2008 - August 2009
Skills
Social Media, Media Relations, Public Relations, Press Releases, Marketing, Research, Proofreading, Marketing Communications, Marketing Strategy, Project Management, Leadership, Newsletters, Strategic Communications, Market Research, Digital Marketing, Social Media Marketing, Strategic Planning, Integrated Marketing, Proposal Writing, Management, Editing, Corporate Communications, Copywriting, Strategy, Blogging, Writing
Education
Georgia State University 2009 — 2011
M.A. Degree
Arizona State University 2005 — 2009
Dual B.A. Degrees
Armanino LLP April 2013 - Present
Invesco June 2010 - April 2013
Georgia State University (Department of Communication) August 2009 - August 2011
Arizona State University (Office of Knowledge Enterprise Development) May 2008 - August 2009
Skills
Social Media, Media Relations, Public Relations, Press Releases, Marketing, Research, Proofreading, Marketing Communications, Marketing Strategy, Project Management, Leadership, Newsletters, Strategic Communications, Market Research, Digital Marketing, Social Media Marketing, Strategic Planning, Integrated Marketing, Proposal Writing, Management, Editing, Corporate Communications, Copywriting, Strategy, Blogging, Writing
Education
Georgia State University 2009 — 2011
M.A. Degree
Arizona State University 2005 — 2009
Dual B.A. Degrees
Beverly Tomenchok's Invesco Experience November 1996 - June 2000
Job Service Representative at US Dept of Veterans Affairs HAC CHAMPVA
Industry Government Administration
Experience
US Department of Veterans Affairs HAC CHAMPVA November 2014 - Present
Larimer Capital Corporation May 2013 - November 2014
WABC Wealth Management Services July 2011 - April 2013
Global Commerce Solutions March 2010 - February 2011
John Hancock Insurance and Financial Services December 2005 - July 2008
Invesco November 1996 - June 2000
Merrill Lynch August 1993 - October 1996
Skills
Applicant Tracking..., Business Analysis, Process Improvement, Research, Customer Service, Performance Management, Microsoft Office, Auditing, Project Management, Problem Solving, Client Liaison, Management, Policy, Investments, Accounting, Training
Education
Argosy University 2004 — 2005
BA, Psychology
Boulder College of Massage Therapy 2000 — 2001
US Department of Veterans Affairs HAC CHAMPVA November 2014 - Present
Larimer Capital Corporation May 2013 - November 2014
WABC Wealth Management Services July 2011 - April 2013
Global Commerce Solutions March 2010 - February 2011
John Hancock Insurance and Financial Services December 2005 - July 2008
Invesco November 1996 - June 2000
Merrill Lynch August 1993 - October 1996
Skills
Applicant Tracking..., Business Analysis, Process Improvement, Research, Customer Service, Performance Management, Microsoft Office, Auditing, Project Management, Problem Solving, Client Liaison, Management, Policy, Investments, Accounting, Training
Education
Argosy University 2004 — 2005
BA, Psychology
Boulder College of Massage Therapy 2000 — 2001
Jordan Garfinkel Jordan Garfinkel's Invesco Experience September 2013 - Present
Job Senior Analyst; Global Continual Service Improvement (CSI)
Industry Financial Services
Experience
Invesco September 2013 - Present
Invesco August 2007 - September 2013
Juvenile Diabetes Research Foundation 2001 - 2007
Skills
Asset Managment, Bloomberg, Financial Markets, Management, Asset Management, Fixed Income, Hedge Funds, Equities, Investment Advisory, Investment Management, Product Management, Portfolio Management, Financial Reporting, Capital Markets
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
MBA, Finance & Investments
Syracuse University 1997 — 2001
Bachelor of Science, Entreprenuership and Supply Chain Management
East Meadow High School 1993 — 1997
Invesco September 2013 - Present
Invesco August 2007 - September 2013
Juvenile Diabetes Research Foundation 2001 - 2007
Skills
Asset Managment, Bloomberg, Financial Markets, Management, Asset Management, Fixed Income, Hedge Funds, Equities, Investment Advisory, Investment Management, Product Management, Portfolio Management, Financial Reporting, Capital Markets
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
MBA, Finance & Investments
Syracuse University 1997 — 2001
Bachelor of Science, Entreprenuership and Supply Chain Management
East Meadow High School 1993 — 1997
Hal Barr; CPC's Invesco Experience 1995 - 2005
Job Consultant, trainer and coach to sales organizations and nationally recognized speaker on business development
Industry Management Consulting
Experience
HDB Consulting Group August 2012 - Present
American Beacon Advisors November 2010 - February 2012
Alternative Core Solutions June 2010 - December 2010
HDB Consulting Group September 2009 - August 2010
Lincoln Financial Distributors March 2005 - September 2009
Invesco Aim January 1996 - February 2005
INVESCO 1995 - 2005
Eaton Vance January 1989 - January 1995
Skills
Leadership Development, Coaching, Strategic Planning, Team Building, Sales Management, Mutual Funds, Series 6, Alternative Investments, Series 63, Series 7, Asset Managment, Investments, Marketing Strategy, Leadership, HAL, Mentoring, Asset Allocation, Separately Managed..., Marketing, Investment Strategies, CRM, Public Speaking, Selling, Wealth Management, Sales, Risk Management, Asset Management, Training, Strategy, Fixed Annuities, Competitive Analysis, Retirement Planning, Sales Operations, Executive Management, Employee Benefits, Small Business, Financial Advisory, Finance, Series 65, ETFs, FINRA, Insurance, 401k, Strategic Financial..., Retirement, Uniform Combined State..., Investment Advisory, Relationship Management, Securities, Variable Annuities
Education
Boston College 1976 — 1977
BA&S
Boston College 1974 — 1977
Bachelor of Applied Science (B.A.Sc.)
University of Rhode Island 1973 — 1975
Warwick Veterans 1969 — 1973
HDB Consulting Group August 2012 - Present
American Beacon Advisors November 2010 - February 2012
Alternative Core Solutions June 2010 - December 2010
HDB Consulting Group September 2009 - August 2010
Lincoln Financial Distributors March 2005 - September 2009
Invesco Aim January 1996 - February 2005
INVESCO 1995 - 2005
Eaton Vance January 1989 - January 1995
Skills
Leadership Development, Coaching, Strategic Planning, Team Building, Sales Management, Mutual Funds, Series 6, Alternative Investments, Series 63, Series 7, Asset Managment, Investments, Marketing Strategy, Leadership, HAL, Mentoring, Asset Allocation, Separately Managed..., Marketing, Investment Strategies, CRM, Public Speaking, Selling, Wealth Management, Sales, Risk Management, Asset Management, Training, Strategy, Fixed Annuities, Competitive Analysis, Retirement Planning, Sales Operations, Executive Management, Employee Benefits, Small Business, Financial Advisory, Finance, Series 65, ETFs, FINRA, Insurance, 401k, Strategic Financial..., Retirement, Uniform Combined State..., Investment Advisory, Relationship Management, Securities, Variable Annuities
Education
Boston College 1976 — 1977
BA&S
Boston College 1974 — 1977
Bachelor of Applied Science (B.A.Sc.)
University of Rhode Island 1973 — 1975
Warwick Veterans 1969 — 1973
Meredith Terrall's Invesco Experience July 2013 - Present
Job Email Marketing, FrontEnd Web Designer at Invesco
Industry Information Technology and Services
Experience
Invesco July 2013 - Present
Broadband Communities Magazine May 2009 - July 2013
Bark Out Loud Photography 2012 - 2013
Weatherford July 2012 - August 2012
Elizabeth Christian Public Relations January 2009 - May 2009
Central Texas Medical Center January 2008 - April 2008
Skills
HTML, Photoshop, Dreamweaver, InDesign, Illustrator, PHP, Salesforce.com, CSS3, WebEx, RegOnline, Public Relations, Advertising, CSS, jQuery, WordPress, Newsletters, Web Development, Web Design
Education
Art Institute of Houston 2011 — 2013
Web Design and Development certificate, Information Technology
Texas State University-San Marcos 2005 — 2008
Bachelor’s Degree, Public Relations
Invesco July 2013 - Present
Broadband Communities Magazine May 2009 - July 2013
Bark Out Loud Photography 2012 - 2013
Weatherford July 2012 - August 2012
Elizabeth Christian Public Relations January 2009 - May 2009
Central Texas Medical Center January 2008 - April 2008
Skills
HTML, Photoshop, Dreamweaver, InDesign, Illustrator, PHP, Salesforce.com, CSS3, WebEx, RegOnline, Public Relations, Advertising, CSS, jQuery, WordPress, Newsletters, Web Development, Web Design
Education
Art Institute of Houston 2011 — 2013
Web Design and Development certificate, Information Technology
Texas State University-San Marcos 2005 — 2008
Bachelor’s Degree, Public Relations
Kim Kastorff Kim Kastorff's Invesco Experience 2000 - 2003
Job CEO / Founder at Global Success Fund & Kimpacto
Industry Financial Services
Experience
Global Success Fund August 2015 - Present
Kimpacto, Inc. (a Benefit Corporation & Certified B Corp) January 2013 - Present
Fundación Capital April 2015 - August 2015
ESADE Business School 2011 - 2013
laSalle University / Barcelona Business School 2009 - 2012
PricewaterhouseCoopers 2008 - 2009
KPMG 2007 - 2008
Xcel Energy 2003 - 2007
Invesco 2000 - 2003
Northwestern Mutual Life 1999 - 2000
Skills
Impact Investing, Management Consulting, Financial Analysis, Corporate Governance, Business Strategy, Corporate Finance, Forecasting, Financial Modeling, Project Management, Due Diligence, Budgets, Valuation, Negotiation, Spanish, Mergers & Acquisitions, Social Entrepreneurship, Social Impact..., Financial Education, Financial Literacy..., Socially Responsible..., Corporate Social..., Financial Management..., Qualitative Research, Analysis, Investments, Strategic Financial..., Portfolio Management, Social Impact
Education
ESADE Business School 2011 — 2012
Masters degree - Management Sciences, Thesis: Impact Investing
Boston University 2006 — 2007
(CFP) Certificate, Certified Financial Planning
Regis University
(MBA) Masters degree - Business Administration, Finance and Accounting
University of Pennsylvania - The Wharton School
Social Entrepreneurship Course
University of Wisconsin-Whitewater
(BBA) Bachelors degree - Business Administration, Finance and Accounting
Global Success Fund August 2015 - Present
Kimpacto, Inc. (a Benefit Corporation & Certified B Corp) January 2013 - Present
Fundación Capital April 2015 - August 2015
ESADE Business School 2011 - 2013
laSalle University / Barcelona Business School 2009 - 2012
PricewaterhouseCoopers 2008 - 2009
KPMG 2007 - 2008
Xcel Energy 2003 - 2007
Invesco 2000 - 2003
Northwestern Mutual Life 1999 - 2000
Skills
Impact Investing, Management Consulting, Financial Analysis, Corporate Governance, Business Strategy, Corporate Finance, Forecasting, Financial Modeling, Project Management, Due Diligence, Budgets, Valuation, Negotiation, Spanish, Mergers & Acquisitions, Social Entrepreneurship, Social Impact..., Financial Education, Financial Literacy..., Socially Responsible..., Corporate Social..., Financial Management..., Qualitative Research, Analysis, Investments, Strategic Financial..., Portfolio Management, Social Impact
Education
ESADE Business School 2011 — 2012
Masters degree - Management Sciences, Thesis: Impact Investing
Boston University 2006 — 2007
(CFP) Certificate, Certified Financial Planning
Regis University
(MBA) Masters degree - Business Administration, Finance and Accounting
University of Pennsylvania - The Wharton School
Social Entrepreneurship Course
University of Wisconsin-Whitewater
(BBA) Bachelors degree - Business Administration, Finance and Accounting
Omari Simpson Omari Simpson's Invesco Experience May 2007 - August 2009
Job Financial Services Professional
Industry Financial Services
Experience
VALIC Financial Advisors September 2014 - Present
United States Army Reserve September 2010 - Present
NEXT Financial Group, Inc. May 2013 - September 2014
Next Financial January 2012 - May 2013
Edward Jones February 2010 - June 2010
Invesco May 2007 - August 2009
Invesco April 2006 - May 2007
Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Pensions, 401k, Series 7, Series 24, Series 66, Mutual Funds, Strategic Financial..., Financial Services
Education
College for Financial Planning 2006 — 2007
certificate of completion, Asset Management, Retirement Planning
Lamar University 1999 — 2004
BBA, Finance
Mclennan Community College 1997 — 1998
none, General Studies
Texas State Technical College Waco 1996 — 1997
Certificate of Completion, Automotive Refinishing
VALIC Financial Advisors September 2014 - Present
United States Army Reserve September 2010 - Present
NEXT Financial Group, Inc. May 2013 - September 2014
Next Financial January 2012 - May 2013
Edward Jones February 2010 - June 2010
Invesco May 2007 - August 2009
Invesco April 2006 - May 2007
Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Pensions, 401k, Series 7, Series 24, Series 66, Mutual Funds, Strategic Financial..., Financial Services
Education
College for Financial Planning 2006 — 2007
certificate of completion, Asset Management, Retirement Planning
Lamar University 1999 — 2004
BBA, Finance
Mclennan Community College 1997 — 1998
none, General Studies
Texas State Technical College Waco 1996 — 1997
Certificate of Completion, Automotive Refinishing
Ron Murphy's Invesco Experience June 2012 - Present
Job Senior Account Executive Institutional Business Development at Invesco
Industry Investment Management
Experience
Invesco June 2012 - Present
Education
Boston College 1982 — 1986
Bachelor of Arts (B.A.), Mathematics
Invesco June 2012 - Present
Education
Boston College 1982 — 1986
Bachelor of Arts (B.A.), Mathematics
Jaffer Dina's Invesco Experience February 2012 - September 2012
Job Procurement at Calpine
Industry Logistics and Supply Chain
Experience
Calpine March 2015 - Present
Hewlett-Packard December 2013 - August 2014
Best Buy October 2012 - April 2014
Invesco February 2012 - September 2012
Capital One September 2010 - June 2012
Ross Stores, Inc. August 2008 - September 2010
Skills
Inventory Management, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Time Management, Teamwork, Microsoft Word, Outlook, Access, Data Entry, Data Analysis, Telephone Skills, Analysis, Technical Training, Customer Satisfaction, Customer Follow-up, Leadership, Team Leadership
Education
University of Houston 2012 — 2014
Bachelor's degree, Logistics, Materials, and Supply Chain Management
University of Houston 2012 — 2014
Minor in Psychology
Houston Community College 2008 — 2011
Associate's degree, Logistics, Materials, and Supply Chain Management
Bahria University
Calpine March 2015 - Present
Hewlett-Packard December 2013 - August 2014
Best Buy October 2012 - April 2014
Invesco February 2012 - September 2012
Capital One September 2010 - June 2012
Ross Stores, Inc. August 2008 - September 2010
Skills
Inventory Management, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Time Management, Teamwork, Microsoft Word, Outlook, Access, Data Entry, Data Analysis, Telephone Skills, Analysis, Technical Training, Customer Satisfaction, Customer Follow-up, Leadership, Team Leadership
Education
University of Houston 2012 — 2014
Bachelor's degree, Logistics, Materials, and Supply Chain Management
University of Houston 2012 — 2014
Minor in Psychology
Houston Community College 2008 — 2011
Associate's degree, Logistics, Materials, and Supply Chain Management
Bahria University
Joel Soroos, CFA Joel Soroos, CFA's Invesco Experience November 2008 - Present
Job Head of Global Performance Reporting at Invesco
Industry Investment Management
Experience
Invesco November 2008 - Present
Invesco June 2003 - November 2008
American General Investment Management April 2001 - May 2003
American General Investment Management June 1999 - March 2001
American General Investment Management June 1998 - May 1999
Skills
Performance Attribution, Mutual Funds, Performance Measurement, Strategic Planning, Performance Reporting, GIPS, UCITS, Eagle PACE, StatPro, Performance Benchmarking, Morningstar Direct, Business Intelligence, Lipper, FactSet, Data Integration, Zephyr Style Advisor, SQL Query, Offshoring, ETFs, Portfolio Management, Equities, Investments
Education
Vanderbilt University - Owen Graduate School of Management 1996 — 1998
MBA, Finance, Accounting, Top 10% of Class
Carleton College 1989 — 1993
B.A., Economics
Invesco November 2008 - Present
Invesco June 2003 - November 2008
American General Investment Management April 2001 - May 2003
American General Investment Management June 1999 - March 2001
American General Investment Management June 1998 - May 1999
Skills
Performance Attribution, Mutual Funds, Performance Measurement, Strategic Planning, Performance Reporting, GIPS, UCITS, Eagle PACE, StatPro, Performance Benchmarking, Morningstar Direct, Business Intelligence, Lipper, FactSet, Data Integration, Zephyr Style Advisor, SQL Query, Offshoring, ETFs, Portfolio Management, Equities, Investments
Education
Vanderbilt University - Owen Graduate School of Management 1996 — 1998
MBA, Finance, Accounting, Top 10% of Class
Carleton College 1989 — 1993
B.A., Economics
Andrew Woerner's Invesco Experience December 2013 - July 2014
Job Credit Analyst at First State Investments
Industry Investment Management
Experience
First State Investments July 2014 - Present
Invesco December 2013 - July 2014
Dychron December 2011 - November 2013
Invesco Ltd. November 2009 - November 2012
Skills
Asset Managment, Investments, Bloomberg, Financial Modeling, Investment Management, Fixed Income, Portfolio Management, Financial Analysis, Investment Strategies, Corporate Finance, Trading, Microsoft Excel, Bonds, Asset Management, Alternative Investments, Valuation, Equity Research
Education
University of Louisville 2009 — 2012
Bachelor of Science (BS), Finance, General
Audencia Nantes Ecole de Management 2011 — 2011
First State Investments July 2014 - Present
Invesco December 2013 - July 2014
Dychron December 2011 - November 2013
Invesco Ltd. November 2009 - November 2012
Skills
Asset Managment, Investments, Bloomberg, Financial Modeling, Investment Management, Fixed Income, Portfolio Management, Financial Analysis, Investment Strategies, Corporate Finance, Trading, Microsoft Excel, Bonds, Asset Management, Alternative Investments, Valuation, Equity Research
Education
University of Louisville 2009 — 2012
Bachelor of Science (BS), Finance, General
Audencia Nantes Ecole de Management 2011 — 2011
Todd Johnston's Invesco Experience 1990 - 1999
Job President at 1620 Investment Advisors, Inc.
Industry Investment Management
Experience
1620 Investment Advisors June 1999 - Present
1620 Investment Advisors, Inc. 1999 - Present
INVESCO 1990 - 1999
Skills
Investment Management, Portfolio Management, Investments, Asset Allocation, Mutual Funds, Equities, Marketing, Investment Banking, Fixed Income, Bloomberg, Hedge Funds, Investment Advisory, Investment Properties, Investment Strategies, Series 7, Asset Management, Research, Alternative Investments, CRM
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1992
MS, Finance
El Centro Bilingue, Cuernavaca, Morelos, Mexico 1985 — 1985
Spanish
Union College, Schenectady, NY 1981 — 1985
BS, Industrial Economics
Hanover High School, Hanover, MA
1620 Investment Advisors June 1999 - Present
1620 Investment Advisors, Inc. 1999 - Present
INVESCO 1990 - 1999
Skills
Investment Management, Portfolio Management, Investments, Asset Allocation, Mutual Funds, Equities, Marketing, Investment Banking, Fixed Income, Bloomberg, Hedge Funds, Investment Advisory, Investment Properties, Investment Strategies, Series 7, Asset Management, Research, Alternative Investments, CRM
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1992
MS, Finance
El Centro Bilingue, Cuernavaca, Morelos, Mexico 1985 — 1985
Spanish
Union College, Schenectady, NY 1981 — 1985
BS, Industrial Economics
Hanover High School, Hanover, MA
Erin Wynne Erin Wynne's Invesco Experience 2012 - Present
Job Corporate Paralegal at Invesco Management Group, Inc.
Industry Investment Management
Experience
Invesco 2012 - Present
Invesco May 2008 - September 2012
Hudson & Marshall 2007 - 2008
Skills
Mutual Funds, 401k, Legal Compliance, Corporate Law, Legal Writing, IRAs, Qualified Retirement..., Trustee Investments, Corporate Governance, Proxy Voting, Proxy Statements, Annual Reports, Real Estate Contracts, Property Auctions, Customer Experience, Westlaw, Estate Planning, Microsoft Excel, Customer Service, Legal Research
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), International Business
Center for Advanced Legal Studies
Paralegal Certification, Legal Assistant/Paralegal
Vienna University of Economics and Business Administration
International Business
Invesco 2012 - Present
Invesco May 2008 - September 2012
Hudson & Marshall 2007 - 2008
Skills
Mutual Funds, 401k, Legal Compliance, Corporate Law, Legal Writing, IRAs, Qualified Retirement..., Trustee Investments, Corporate Governance, Proxy Voting, Proxy Statements, Annual Reports, Real Estate Contracts, Property Auctions, Customer Experience, Westlaw, Estate Planning, Microsoft Excel, Customer Service, Legal Research
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), International Business
Center for Advanced Legal Studies
Paralegal Certification, Legal Assistant/Paralegal
Vienna University of Economics and Business Administration
International Business
Anthony Munchak , CFA's Invesco Experience October 2000 - Present
Job Portfolio Manager at Invesco Institutional
Industry Investment Management
Experience
Invesco October 2000 - Present
American Finance Group August 1998 - October 2000
Fidelity Investrments 1993 - 1998
Skills
Asset Managment, Equities, Portfolio Management, Alternative Investments, Investments, Hedge Funds, Mutual Funds, Asset Allocation, Fixed Income, Bloomberg, Investment Strategies, Investment Management, Financial Modeling, Series 7, Capital Markets, Finance, Securities, Valuation, Financial Analysis, Equity Research, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
MBA, Taxation
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MS, Finance
Boston College 1988 — 1992
BS, Finance
Invesco October 2000 - Present
American Finance Group August 1998 - October 2000
Fidelity Investrments 1993 - 1998
Skills
Asset Managment, Equities, Portfolio Management, Alternative Investments, Investments, Hedge Funds, Mutual Funds, Asset Allocation, Fixed Income, Bloomberg, Investment Strategies, Investment Management, Financial Modeling, Series 7, Capital Markets, Finance, Securities, Valuation, Financial Analysis, Equity Research, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
MBA, Taxation
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MS, Finance
Boston College 1988 — 1992
BS, Finance
Rob Neiffer's Invesco Experience March 2006 - Present
Job Director, Invesco Real Estate
Industry Real Estate
Experience
INVESCO March 2006 - Present
AT&T Investment Mgmt Co 2003 - 2006
Lucent Asset Mgmt 2000 - 2003
ING Clarion 1995 - November 1999
Skills
Investments
Education
Bucknell University
BS Civil Eng
New York University - Leonard N. Stern School of Business
MBA, Finance
INVESCO March 2006 - Present
AT&T Investment Mgmt Co 2003 - 2006
Lucent Asset Mgmt 2000 - 2003
ING Clarion 1995 - November 1999
Skills
Investments
Education
Bucknell University
BS Civil Eng
New York University - Leonard N. Stern School of Business
MBA, Finance
Barrett Sides Barrett Sides's Invesco Experience January 1990 - August 2011
Job Second Half of Life
Industry Ranching
Experience
Invesco January 1990 - August 2011
Education
University of St. Thomas (TX) 1997 — 2000
MBA, International Finance and Economics
Bucknell University 1983 — 1987
BA, Economics
Invesco January 1990 - August 2011
Education
University of St. Thomas (TX) 1997 — 2000
MBA, International Finance and Economics
Bucknell University 1983 — 1987
BA, Economics
Gil Avalos Gil Avalos's Invesco Experience July 2006 - December 2009
Job Account Executive at Hitachi Aloka Medical Systems
Industry Medical Devices
Experience
Hitachi Aloka Medical Systems Ltd. September 2011 - Present
Stryker January 2010 - August 2011
Invesco July 2006 - December 2009
FIRST NLC, FINANCIAL SERVICES GROUP July 2005 - July 2006
Invesco June 2000 - July 2005
Chicago Cubs June 1993 - June 1997
Skills
Business Development, Leadership, Strategic Planning, Risk Management, SalesPro, Sales Growth, Negotiation, Presentations, Account Management, Communicaitons, Management, Operations Management, Sales Management, Contract Negotiation, Customer Service, Healthcare, Investments, Marketing, Medical Devices, New Business Development, Project Management, Sales, Sales Operations, Team Building
Education
University of Houston 1997 — 2000
Bachelor of Business Administration, Management Information Systems
University of Houston, C.T. Bauer College of Business 1997 — 2000
MIS, MIS, Finance
Alvin Community College 1991 — 1993
Associate's Degree, Business Administration and Management, General
Milby High School 1988 — 1991
Hitachi Aloka Medical Systems Ltd. September 2011 - Present
Stryker January 2010 - August 2011
Invesco July 2006 - December 2009
FIRST NLC, FINANCIAL SERVICES GROUP July 2005 - July 2006
Invesco June 2000 - July 2005
Chicago Cubs June 1993 - June 1997
Skills
Business Development, Leadership, Strategic Planning, Risk Management, SalesPro, Sales Growth, Negotiation, Presentations, Account Management, Communicaitons, Management, Operations Management, Sales Management, Contract Negotiation, Customer Service, Healthcare, Investments, Marketing, Medical Devices, New Business Development, Project Management, Sales, Sales Operations, Team Building
Education
University of Houston 1997 — 2000
Bachelor of Business Administration, Management Information Systems
University of Houston, C.T. Bauer College of Business 1997 — 2000
MIS, MIS, Finance
Alvin Community College 1991 — 1993
Associate's Degree, Business Administration and Management, General
Milby High School 1988 — 1991
Fran Seitz Fran Seitz's Invesco Experience 1997 - 1999
Job Owner HireSeitz, Inc.
Industry Staffing and Recruiting
Experience
HireSeitz Inc. November 2011 - Present
ProtoTest January 2011 - September 2011
Long View Systems March 2010 - December 2010
Sparqpoint Solutions December 2006 - January 2009
The Novo Group May 2006 - December 2006
Interactive Business Systems September 2003 - May 2006
ProtoTest 2000 - 2002
ICG Communications 1999 - 2000
ServiceMagic 1999 - 1999
INVESCO 1997 - 1999
Skills
Technical Recruiting
Education
Arapahoe Community College
Regis University
HireSeitz Inc. November 2011 - Present
ProtoTest January 2011 - September 2011
Long View Systems March 2010 - December 2010
Sparqpoint Solutions December 2006 - January 2009
The Novo Group May 2006 - December 2006
Interactive Business Systems September 2003 - May 2006
ProtoTest 2000 - 2002
ICG Communications 1999 - 2000
ServiceMagic 1999 - 1999
INVESCO 1997 - 1999
Skills
Technical Recruiting
Education
Arapahoe Community College
Regis University
Miloje Makivic's Invesco Experience September 1998 - December 2003
Job Fixed Income Derivatives Quant, Ph. D., CFA
Industry Investment Management
Experience
Wellington Management May 2006 - Present
Sowood Capital Management April 2005 - April 2006
CIBC March 2004 - March 2005
Invesco September 1998 - December 2003
Worldstreet Corporation August 1996 - September 1998
Syracuse University October 1993 - August 1996
Institute of Nuclear Sciences,Vinca, Serbia November 1983 - July 1985
Skills
Quantitative Finance, Mathematics, Perl, C, Java, Interest Rate..., R, Equity Derivatives, Exotic Derivatives, Monte Carlo Simulation, Quantitative Research, Markov Chain Monte Carlo, Equities, Fixed Income, Derivatives, Options
Education
Caltech 1990 — 1995
Ph. D., Physics
University of Belgrade 1978 — 1983
B. Sc., Electrical Engineering
Wellington Management May 2006 - Present
Sowood Capital Management April 2005 - April 2006
CIBC March 2004 - March 2005
Invesco September 1998 - December 2003
Worldstreet Corporation August 1996 - September 1998
Syracuse University October 1993 - August 1996
Institute of Nuclear Sciences,Vinca, Serbia November 1983 - July 1985
Skills
Quantitative Finance, Mathematics, Perl, C, Java, Interest Rate..., R, Equity Derivatives, Exotic Derivatives, Monte Carlo Simulation, Quantitative Research, Markov Chain Monte Carlo, Equities, Fixed Income, Derivatives, Options
Education
Caltech 1990 — 1995
Ph. D., Physics
University of Belgrade 1978 — 1983
B. Sc., Electrical Engineering
Bill Cao's Invesco Experience March 2000 - January 2008
Job CFA, FRM, MBA, G.Dip.F.E, BEng
Industry Financial Services
Experience
CIBC World Markets April 2014 - Present
Ontario Teachers' Pension Plan October 2013 - March 2014
CPP Investment Board October 2012 - October 2013
RBC Capital Markets January 2011 - October 2012
TD Securities March 2010 - January 2011
Express Scripts March 2008 - January 2009
Invesco March 2000 - January 2008
IBM May 1997 - July 1999
China North Industries Corp July 1996 - April 1997
Skills
Trading Systems, Derivatives, Financial Risk, Equities, FX Options, Fixed Income, Bloomberg, Risk Management, Credit Derivatives, Equity Derivatives, Calypso, Axiom, Fincad, Market Risk, SDLC, Capital Markets, Financial Modeling, Oracle, Market Data, Unix, Interest Rate..., SQL, Spring, Options, Murex, RiskMetrics, Sybase, SunGard Adaptiv, Risk Metrics
Education
York University - Schulich School of Business 2008 — 2010
MBA, Financial Engineering
Beijing Institute of Technology 1992 — 1996
B.Eng, Industrial Automation & Computer Science
Chongqing No.1 High School
CIBC World Markets April 2014 - Present
Ontario Teachers' Pension Plan October 2013 - March 2014
CPP Investment Board October 2012 - October 2013
RBC Capital Markets January 2011 - October 2012
TD Securities March 2010 - January 2011
Express Scripts March 2008 - January 2009
Invesco March 2000 - January 2008
IBM May 1997 - July 1999
China North Industries Corp July 1996 - April 1997
Skills
Trading Systems, Derivatives, Financial Risk, Equities, FX Options, Fixed Income, Bloomberg, Risk Management, Credit Derivatives, Equity Derivatives, Calypso, Axiom, Fincad, Market Risk, SDLC, Capital Markets, Financial Modeling, Oracle, Market Data, Unix, Interest Rate..., SQL, Spring, Options, Murex, RiskMetrics, Sybase, SunGard Adaptiv, Risk Metrics
Education
York University - Schulich School of Business 2008 — 2010
MBA, Financial Engineering
Beijing Institute of Technology 1992 — 1996
B.Eng, Industrial Automation & Computer Science
Chongqing No.1 High School
Mary Fitzgerald Kane, CFA's Invesco Experience February 1986 - June 2000
Job Partner GW&K Investment Management
Industry Investment Management
Experience
GW&K Investment Management May 2005 - Present
Fortis Investments - Portfolio Management May 2000 - May 2005
INVESCO February 1986 - June 2000
Gardner and Preston Moss 1981 - 1986
Skills
Portfolio Management, Finance, Investments, Asset Management, Bonds, Management, Financial Analysis, Fixed Income, Equities, Bloomberg, Hedge Funds, Alternative Investments, Investment Management, Asset Allocation, Mutual Funds
Education
Boston University Questrom School of Business
M.B.A, Finance
Wheaton College (MA)
A.B., Economics and Psychology
GW&K Investment Management May 2005 - Present
Fortis Investments - Portfolio Management May 2000 - May 2005
INVESCO February 1986 - June 2000
Gardner and Preston Moss 1981 - 1986
Skills
Portfolio Management, Finance, Investments, Asset Management, Bonds, Management, Financial Analysis, Fixed Income, Equities, Bloomberg, Hedge Funds, Alternative Investments, Investment Management, Asset Allocation, Mutual Funds
Education
Boston University Questrom School of Business
M.B.A, Finance
Wheaton College (MA)
A.B., Economics and Psychology
Becky Do's Invesco Experience 1993 - 1999
Job Chief of Staff and Director at EARNEST Partners
Industry Investment Management
Experience
EARNEST Partners September 1999 - Present
INVESCO 1993 - 1999
Skills
Asset Management, Equities, Portfolio Management, Investments, Fixed Income, Emerging Markets, Investment Management, Asset Allocation, Valuation, Financial Modeling, Alternative Investments, Equity Research, Asset Managment, Human Resources, Financial Analysis, Private Equity, Bloomberg, Hedge Funds
Education
Auburn University at Montgomery 1984 — 1991
EARNEST Partners September 1999 - Present
INVESCO 1993 - 1999
Skills
Asset Management, Equities, Portfolio Management, Investments, Fixed Income, Emerging Markets, Investment Management, Asset Allocation, Valuation, Financial Modeling, Alternative Investments, Equity Research, Asset Managment, Human Resources, Financial Analysis, Private Equity, Bloomberg, Hedge Funds
Education
Auburn University at Montgomery 1984 — 1991
Allen Carpenter's Invesco Experience 1997 - Present
Job Projects Manager
Industry Investment Management
Experience
INVESCO 1997 - Present
AIM Investments 1997 - 2008
Arthur Andersen Business Consulting February 1994 - October 1997
USMC 1990 - 1994
The Basic School, USMC 1990 - 1991
Skills
Asset Management, Mutual Funds, Portfolio Management, Project Management, Business Analysis, Equities, Financial Modeling, Fixed Income
Education
Webster University 1992 — 1994
Master's degree, Computer Resource Mgt
Baylor University - Hankamer School of Business
INVESCO 1997 - Present
AIM Investments 1997 - 2008
Arthur Andersen Business Consulting February 1994 - October 1997
USMC 1990 - 1994
The Basic School, USMC 1990 - 1991
Skills
Asset Management, Mutual Funds, Portfolio Management, Project Management, Business Analysis, Equities, Financial Modeling, Fixed Income
Education
Webster University 1992 — 1994
Master's degree, Computer Resource Mgt
Baylor University - Hankamer School of Business
Austin Mayberry's Invesco Experience January 2004 - March 2007
Job Head of Investment Platform at First State Investments
Industry Investment Management
Experience
First State Investments November 2013 - Present
Deutsche Asset Management May 2007 - November 2013
Fortis Investments March 2007 - May 2007
Invesco January 2004 - March 2007
MTR Gaming Group June 2002 - June 2003
Whizbang Labs November 2001 - June 2002
Internet Tool and Die June 1999 - October 2001
PracticeSuite August 1998 - July 2000
Skills
Finance, Java, Asset Management, Business Intelligence, Fixed Income, FX Derivatives, Credit Derivatives, Interest Rate..., Risk Management, Performance Attribution, Structured Finance, Cloud Computing, HTML 5, Scalable Architecture, Trading System..., Project Management, International..., Business Development, Entrepreneurship, Investments, Portfolio Management, Equities, Asset Managment, C++, Linux, Amazon Web Services..., JavaScript, PHP, Oracle, PostgreSQL, MySQL, Financial Modeling, Bloomberg, Hedge Funds, Bonds, Asset Allocation, Investment Strategies, Emerging Markets, Investment Management, Derivatives, Trading, Alternative Investments, Mutual Funds, ETFs, Investment Banking, Securities, Financial Services, Structured Products, Institutional...
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance, International Management, Entrepreneurship
University of Louisville 1999 — 2001
Masters of Engineering, Computer Engineering and Computer Science, Magna Cum Laude
University of Louisville 1995 — 1999
Bachelors of Science, Engineering Mathematics and Computer Science, Magna Cum Laude
Apollo High School 1991 — 1995
Valedictorian, National Merit Scholar
First State Investments November 2013 - Present
Deutsche Asset Management May 2007 - November 2013
Fortis Investments March 2007 - May 2007
Invesco January 2004 - March 2007
MTR Gaming Group June 2002 - June 2003
Whizbang Labs November 2001 - June 2002
Internet Tool and Die June 1999 - October 2001
PracticeSuite August 1998 - July 2000
Skills
Finance, Java, Asset Management, Business Intelligence, Fixed Income, FX Derivatives, Credit Derivatives, Interest Rate..., Risk Management, Performance Attribution, Structured Finance, Cloud Computing, HTML 5, Scalable Architecture, Trading System..., Project Management, International..., Business Development, Entrepreneurship, Investments, Portfolio Management, Equities, Asset Managment, C++, Linux, Amazon Web Services..., JavaScript, PHP, Oracle, PostgreSQL, MySQL, Financial Modeling, Bloomberg, Hedge Funds, Bonds, Asset Allocation, Investment Strategies, Emerging Markets, Investment Management, Derivatives, Trading, Alternative Investments, Mutual Funds, ETFs, Investment Banking, Securities, Financial Services, Structured Products, Institutional...
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance, International Management, Entrepreneurship
University of Louisville 1999 — 2001
Masters of Engineering, Computer Engineering and Computer Science, Magna Cum Laude
University of Louisville 1995 — 1999
Bachelors of Science, Engineering Mathematics and Computer Science, Magna Cum Laude
Apollo High School 1991 — 1995
Valedictorian, National Merit Scholar
Julia Nolen's Invesco Experience January 1993 - March 2012
Job Operations Manager / Fixed Income Trader at Brasada Capital Management
Industry Investment Management
Experience
Brasada Capital Management March 2014 - Present
INVESCO January 1993 - March 2012
AIM Investments 1993 - 2008
COMPAQ 1989 - 1992
Skills
Securities, ETFs, Portfolio Management, Series 7, Alternative Investments, Asset Managment, Asset Allocation, Separately Managed..., FINRA, Investment Advisory, Wealth Management, Investment Management, Securities Regulation, Capital Markets, High Yield, Fixed Income, Asset Management, Trading, Investments
Education
Baylor University - Hankamer School of Business
BBA
Brasada Capital Management March 2014 - Present
INVESCO January 1993 - March 2012
AIM Investments 1993 - 2008
COMPAQ 1989 - 1992
Skills
Securities, ETFs, Portfolio Management, Series 7, Alternative Investments, Asset Managment, Asset Allocation, Separately Managed..., FINRA, Investment Advisory, Wealth Management, Investment Management, Securities Regulation, Capital Markets, High Yield, Fixed Income, Asset Management, Trading, Investments
Education
Baylor University - Hankamer School of Business
BBA
Joseph Madrid's Invesco Experience June 2009 - Present
Job Sr. Credit Analyst Investment Grade at Invesco
Industry Investment Management
Experience
Invesco June 2009 - Present
Allegiant Asset Management March 2005 - June 2009
National City Bank December 2003 - March 2005
Chase Home Finance January 2002 - December 2003
Skills
Financial Analysis, Mutual Funds, Investments, Fixed Income, Portfolio Management, Financial Modeling, Asset Managment, Bloomberg, Asset Management, Asset Allocation, Securities, Finance, Investment Strategies, Trading, Credit, Investment Management, Credit Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 1997 — 2001
Master of Business Administration (M.B.A.)
Baldwin-Wallace College 1990 — 1994
Bachelor of Arts (B.A.), Accounting
Invesco June 2009 - Present
Allegiant Asset Management March 2005 - June 2009
National City Bank December 2003 - March 2005
Chase Home Finance January 2002 - December 2003
Skills
Financial Analysis, Mutual Funds, Investments, Fixed Income, Portfolio Management, Financial Modeling, Asset Managment, Bloomberg, Asset Management, Asset Allocation, Securities, Finance, Investment Strategies, Trading, Credit, Investment Management, Credit Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 1997 — 2001
Master of Business Administration (M.B.A.)
Baldwin-Wallace College 1990 — 1994
Bachelor of Arts (B.A.), Accounting
Josh Cooney's Invesco Experience May 2008 - Present
Job Senior Analyst, Quant Research Group at Invesco
Industry Financial Services
Experience
Invesco May 2008 - Present
Invesco September 2004 - April 2008
Putnam 1997 - 1998
Education
College of the Holy Cross 1993 — 1997
Invesco May 2008 - Present
Invesco September 2004 - April 2008
Putnam 1997 - 1998
Education
College of the Holy Cross 1993 — 1997
Ed Ingalls's Invesco Experience 1985 - 2000
Job PM at Income Research
Industry Investment Management
Experience
Income Research & Management February 2000 - Present
Income Research & Management 2000 - Present
Invesco Ltd. 1985 - December 2000
INVESCO 1985 - 2000
Skills
Fixed Income, Bloomberg, Asset Allocation, Asset Managment, Equities, Investments, Fixed Income Analysis, Financial Modeling, Financial Analysis, Securities
Education
Boston University - School of Management 1978 — 1981
Master of Business Administration (MBA), Finance, General
Tufts University 1974 — 1981
Bachelor of Arts (B.A.), Economics
Income Research & Management February 2000 - Present
Income Research & Management 2000 - Present
Invesco Ltd. 1985 - December 2000
INVESCO 1985 - 2000
Skills
Fixed Income, Bloomberg, Asset Allocation, Asset Managment, Equities, Investments, Fixed Income Analysis, Financial Modeling, Financial Analysis, Securities
Education
Boston University - School of Management 1978 — 1981
Master of Business Administration (MBA), Finance, General
Tufts University 1974 — 1981
Bachelor of Arts (B.A.), Economics
Ivalyn Miller's Invesco Experience May 1999 - Present
Job Senior Associate at Invesco (formerly AIM Investments)
Industry Information Technology and Services
Experience
INVESCO May 1999 - Present
Texaco July 1981 - May 1999
Education
California Polytechnic State University-San Luis Obispo 1963 — 1968
INVESCO May 1999 - Present
Texaco July 1981 - May 1999
Education
California Polytechnic State University-San Luis Obispo 1963 — 1968
Rebecca M. Galler's Invesco Experience 2002 - 2004
Job Strategy Consultant Healthcare/Biotechnology Specialist
Industry Biotechnology
Experience
Healthcare & Life Sciences Sector January 2007 - Present
Sirna Therapeutics January 2005 - December 2006
INVESCO 2002 - 2004
GE Capital 2000 - 2002
Preferred Global Health, Inc. 1998 - 1998
InterScience 1996 - 1997
Edelman 1995 - 1996
National Institutes of Health 1994 - 1995
Skills
Venture Capital, Due Diligence, Financial Modeling, Strategic Planning, Marketing Strategy, Business Strategy, Public Relations, Competitive Analysis, Business Development, Corporate Finance, Private Equity, New Business Development, Investor Relations, Biotechnology, Pharmaceutical Industry, Strategy
Education
Columbia University - Columbia Business School 1999 — 2000
Master of Business Administration (MBA), Corporate Finance
Barnard College
BA, History, Political Science
King's College London, U. of London 1990 — 1991
Phillips Academy - Andover 1986 — 1988
High School
Healthcare & Life Sciences Sector January 2007 - Present
Sirna Therapeutics January 2005 - December 2006
INVESCO 2002 - 2004
GE Capital 2000 - 2002
Preferred Global Health, Inc. 1998 - 1998
InterScience 1996 - 1997
Edelman 1995 - 1996
National Institutes of Health 1994 - 1995
Skills
Venture Capital, Due Diligence, Financial Modeling, Strategic Planning, Marketing Strategy, Business Strategy, Public Relations, Competitive Analysis, Business Development, Corporate Finance, Private Equity, New Business Development, Investor Relations, Biotechnology, Pharmaceutical Industry, Strategy
Education
Columbia University - Columbia Business School 1999 — 2000
Master of Business Administration (MBA), Corporate Finance
Barnard College
BA, History, Political Science
King's College London, U. of London 1990 — 1991
Phillips Academy - Andover 1986 — 1988
High School
Brian Osbourne's Invesco Experience August 2000 - Present
Job Client Manager at Invesco
Industry Financial Services
Experience
Invesco August 2000 - Present
Education
Bellarmine University 1996 — 2000
Bachelor of Arts (BA), Business Administration and Management, General
Invesco August 2000 - Present
Education
Bellarmine University 1996 — 2000
Bachelor of Arts (BA), Business Administration and Management, General
Tino Ferrante's Invesco Experience October 2007 - Present
Job Team Lead/Project Manager at INVESCO
Industry Information Technology and Services
Experience
INVESCO October 2007 - Present
Charles River Development February 2006 - October 2007
Brown Brothers Harriman 1998 - 2005
Skills
Requirements Gathering, Application Development, Quality Assurance, Change Management, Functional..., Data Mapping, Expense Management, Fixed Income, Equities, Bloomberg, Derivatives, Capital Markets, Trading Systems, Asset Management, Back Office, Options, Securities, FX, Risk Management, Requirements Analysis, Compliance, Hedge Funds, Agile, Visio, Order Management, User Acceptance Testing, Portfolio Management, Data Warehousing, SQL, Program Management, Trading, Vendor Management, Process Improvement, SQL Server, Market Data, Financial Markets, Banking, Documentation, Electronic Trading, Business Analysis, Customer Relations, Business Process, SDLC, Customer Service, Business Requirements, FX Options, Software Documentation, Software Development, Agile Methodologies
Education
Boston College 1992 — 1996
INVESCO October 2007 - Present
Charles River Development February 2006 - October 2007
Brown Brothers Harriman 1998 - 2005
Skills
Requirements Gathering, Application Development, Quality Assurance, Change Management, Functional..., Data Mapping, Expense Management, Fixed Income, Equities, Bloomberg, Derivatives, Capital Markets, Trading Systems, Asset Management, Back Office, Options, Securities, FX, Risk Management, Requirements Analysis, Compliance, Hedge Funds, Agile, Visio, Order Management, User Acceptance Testing, Portfolio Management, Data Warehousing, SQL, Program Management, Trading, Vendor Management, Process Improvement, SQL Server, Market Data, Financial Markets, Banking, Documentation, Electronic Trading, Business Analysis, Customer Relations, Business Process, SDLC, Customer Service, Business Requirements, FX Options, Software Documentation, Software Development, Agile Methodologies
Education
Boston College 1992 — 1996
Suzanna Aiken Ahmed, PMP, ACP's Invesco Experience June 2013 - July 2015
Job Customer Success Manager, Rally Software
Industry Computer Software
Experience
Rally Software July 2015 - Present
Invesco June 2013 - July 2015
Blackbaud August 2011 - January 2013
SunTrust Robinson Humphrey January 2007 - July 2011
SunTrust Robinson Humphrey January 2005 - January 2007
SunTrust Robinson Humphrey January 2002 - January 2005
SunTrust Robinson Humphrey June 2000 - January 2002
Skills
Project Management, Risk Management, CRM, MS Project, PMP, Management, Equities, Budgets, Microsoft Office, Project Portfolio..., PMO, Mac, Software Documentation, Enterprise Software, Strategy, Business Intelligence, Business Strategy, Negotiation, Product Management, Strategic Planning, Resource Management, Vendor Management, SDLC, Enterprise Architecture, Business Analysis, Business Process..., Banking, Program Management, Forecasting, MS Office Suite, Apple Macintosh, Pages, Agile, Software Project..., Process Improvement, Business Requirements, Leadership, User Acceptance Testing, Agile Methodologies, Scrum
Education
College of Charleston 1994 — 1997
BA, Political Science
Rally Software July 2015 - Present
Invesco June 2013 - July 2015
Blackbaud August 2011 - January 2013
SunTrust Robinson Humphrey January 2007 - July 2011
SunTrust Robinson Humphrey January 2005 - January 2007
SunTrust Robinson Humphrey January 2002 - January 2005
SunTrust Robinson Humphrey June 2000 - January 2002
Skills
Project Management, Risk Management, CRM, MS Project, PMP, Management, Equities, Budgets, Microsoft Office, Project Portfolio..., PMO, Mac, Software Documentation, Enterprise Software, Strategy, Business Intelligence, Business Strategy, Negotiation, Product Management, Strategic Planning, Resource Management, Vendor Management, SDLC, Enterprise Architecture, Business Analysis, Business Process..., Banking, Program Management, Forecasting, MS Office Suite, Apple Macintosh, Pages, Agile, Software Project..., Process Improvement, Business Requirements, Leadership, User Acceptance Testing, Agile Methodologies, Scrum
Education
College of Charleston 1994 — 1997
BA, Political Science
Shannon Burnett's Invesco Experience April 2002 - June 2003
Job Director of Client Communications at River Road Asset Management
Industry Investment Management
Experience
River Road Asset Management August 2011 - Present
Integrity Asset Management June 2003 - April 2011
INVESCO April 2002 - June 2003
INVESCO-National Asset Management June 1999 - April 2002
Robert Half International 1996 - 1999
Education
Bellarmine University 1999 — 2001
MBA
University of Louisville 1994 — 1998
BA, Psychology
River Road Asset Management August 2011 - Present
Integrity Asset Management June 2003 - April 2011
INVESCO April 2002 - June 2003
INVESCO-National Asset Management June 1999 - April 2002
Robert Half International 1996 - 1999
Education
Bellarmine University 1999 — 2001
MBA
University of Louisville 1994 — 1998
BA, Psychology
Levi Adkisson's Invesco Experience July 2006 - Present
Job Invesco
Industry Financial Services
Experience
Invesco July 2006 - Present
Skills
Portfolio Management, Financial Analysis
Education
Bellarmine University 2000 — 2004
Bachelors, Business Administration
Invesco July 2006 - Present
Skills
Portfolio Management, Financial Analysis
Education
Bellarmine University 2000 — 2004
Bachelors, Business Administration
Jonathan Bland's Invesco Experience January 1999 - Present
Job Manager Global Technical Services, Investment Ops Applications
Industry Information Technology and Services
Experience
Invesco January 1999 - Present
Education
Baylor University - Hankamer School of Business
BS, Finance, MIS
Invesco January 1999 - Present
Education
Baylor University - Hankamer School of Business
BS, Finance, MIS
Gina Barrios's Invesco Experience August 2007 - Present
Job Senior Continuous Improvement Consultant
Industry Financial Services
Experience
Invesco August 2007 - Present
Citigroup / Citi Cards May 2003 - July 2007
Bellsouth May 2002 - May 2003
GE Medical Systems September 1996 - May 2001
GE Power Systems (GE Energy) January 1991 - August 1996
GE Medical Systems 1990 - 1990
GE Radar / Sonar Operations 1989 - 1990
Skills
Process Improvement, Six Sigma, Business Process..., Cross-functional Team..., Project Management, Strategy, Program Management, Leadership, Management, CRM, Analysis, Product Development, Business Analysis, Budgets, Business Process, Change Management, Supply Chain, Integration, Vendor Management, Training, Strategic Planning, Human Resources, Procurement, Traveled to Asia,...
Education
Georgia Institute of Technology 2001 — 2003
MBA, Marketing, New Product Innovation
Georgia Institute of Technology - Georgia Tech College of Management 2001 — 2003
Masters, Business Administration
Clemson University
BS, Electrical Engineering
Mohawk Valley Community College
AS, Engineering
Invesco August 2007 - Present
Citigroup / Citi Cards May 2003 - July 2007
Bellsouth May 2002 - May 2003
GE Medical Systems September 1996 - May 2001
GE Power Systems (GE Energy) January 1991 - August 1996
GE Medical Systems 1990 - 1990
GE Radar / Sonar Operations 1989 - 1990
Skills
Process Improvement, Six Sigma, Business Process..., Cross-functional Team..., Project Management, Strategy, Program Management, Leadership, Management, CRM, Analysis, Product Development, Business Analysis, Budgets, Business Process, Change Management, Supply Chain, Integration, Vendor Management, Training, Strategic Planning, Human Resources, Procurement, Traveled to Asia,...
Education
Georgia Institute of Technology 2001 — 2003
MBA, Marketing, New Product Innovation
Georgia Institute of Technology - Georgia Tech College of Management 2001 — 2003
Masters, Business Administration
Clemson University
BS, Electrical Engineering
Mohawk Valley Community College
AS, Engineering
Max Andrés Widmer, CFA's Invesco Experience January 2013 - Present
Job Invesco Asset Management
Industry Financial Services
Experience
Invesco January 2013 - Present
Deutsche Bank (Suisse) April 2009 - January 2013
UBS International June 2007 - January 2009
Merrill Lynch & Co. Inc March 2004 - May 2007
Merrill Lynch & Co. January 2003 - February 2004
Legg Mason Financial Services June 2001 - December 2002
ABN AMRO Bank N.V November 1998 - May 2001
Credit Suisse November 1992 - September 1998
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Business Planning, Banking, Capital Markets, Derivatives, Equities, Investment Management, Wealth Management..., Mutual Funds, Portfolio Management, Wealth Management, Investments, Fixed Income, Securities, Financial Risk, Emerging Markets, Financial Advisory, Negotiation, Strategy, Investment Strategies, Structured Products, Management, Hedge Funds, Investment Banking, Private Banking
Education
CFA Institute 1998 — 2001
CFA Charterholder, Finance
Graduate School of Business Administration Zurich 1986 — 1990
Bachelor Business Administration
Invesco January 2013 - Present
Deutsche Bank (Suisse) April 2009 - January 2013
UBS International June 2007 - January 2009
Merrill Lynch & Co. Inc March 2004 - May 2007
Merrill Lynch & Co. January 2003 - February 2004
Legg Mason Financial Services June 2001 - December 2002
ABN AMRO Bank N.V November 1998 - May 2001
Credit Suisse November 1992 - September 1998
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Business Planning, Banking, Capital Markets, Derivatives, Equities, Investment Management, Wealth Management..., Mutual Funds, Portfolio Management, Wealth Management, Investments, Fixed Income, Securities, Financial Risk, Emerging Markets, Financial Advisory, Negotiation, Strategy, Investment Strategies, Structured Products, Management, Hedge Funds, Investment Banking, Private Banking
Education
CFA Institute 1998 — 2001
CFA Charterholder, Finance
Graduate School of Business Administration Zurich 1986 — 1990
Bachelor Business Administration
Ramon Collante's Invesco Experience March 1994 - March 2005
Job IT Manager Infrastructure at Saint Peters University Hospital
Industry Hospital & Health Care
Experience
Saint Peters University Hospital March 2005 - Present
NetConnect March 2004 - March 2005
INVESCO March 1994 - March 2005
Skills
Integration, Networking, Software Installation, Active Directory, Windows Server, Servers, Healthcare Information..., Disaster Recovery, Citrix, VMware, System Administration, DNS, HIPAA, Troubleshooting, Firewalls, Software Documentation, Clinical Research, XP, Hospitals, DHCP, Data Center, Healthcare, EMR, VPN, Strategic Planning, Cisco Technologies, EHR
Education
City University of New York-Brooklyn College 1988 — 2001
Electro Mechanical Engineering
Saint Peters University Hospital March 2005 - Present
NetConnect March 2004 - March 2005
INVESCO March 1994 - March 2005
Skills
Integration, Networking, Software Installation, Active Directory, Windows Server, Servers, Healthcare Information..., Disaster Recovery, Citrix, VMware, System Administration, DNS, HIPAA, Troubleshooting, Firewalls, Software Documentation, Clinical Research, XP, Hospitals, DHCP, Data Center, Healthcare, EMR, VPN, Strategic Planning, Cisco Technologies, EHR
Education
City University of New York-Brooklyn College 1988 — 2001
Electro Mechanical Engineering
Stacey Gaines (Bell)'s Invesco Experience October 2007 - Present
Job Benefits Administrator at INVESCO
Industry Investment Management
Experience
INVESCO October 2007 - Present
INVESCO November 2005 - October 2007
INVESCO November 2004 - December 2005
The Children's Home of Cincinnati July 2003 - June 2004
Procter & Gamble August 1990 - October 2002
Education
Cincinnati State Technical and Community College 1987 — 1989
INVESCO October 2007 - Present
INVESCO November 2005 - October 2007
INVESCO November 2004 - December 2005
The Children's Home of Cincinnati July 2003 - June 2004
Procter & Gamble August 1990 - October 2002
Education
Cincinnati State Technical and Community College 1987 — 1989
Scott Hailpern's Invesco Experience February 1999 - October 2004
Job Lead Call Center Systems Support Specialist III at Aimco Apartment Homes
Industry Real Estate
Experience
Aimco Apartment Homes June 2014 - Present
Aimco April 2012 - Present
AIMCO May 2005 - March 2012
Denver Public Schools 1997 - 2008
INVESCO February 1999 - October 2004
INVESCO Funds Group/AIM Investments 1995 - 2004
Cahners Publishing 1993 - 1995
Schlessman YMCA 1987 - 1989
Virginia Vale Swim Club 1984 - 1989
Skills
Records Management, Customer Service, Outlook, Microsoft Office, Microsoft Excel, Access, Visio, Microsoft Word, PowerPoint, Software Documentation, PeopleSoft, Leadership, Process Improvement, Spreadsheets, Management
Education
Arapahoe Community College 1987 — 1991
Associate Degree, Business Administration
George Washington High School 1983 — 1991
High School, High School
Temple Emanuel 1976 — 1986
Aimco Apartment Homes June 2014 - Present
Aimco April 2012 - Present
AIMCO May 2005 - March 2012
Denver Public Schools 1997 - 2008
INVESCO February 1999 - October 2004
INVESCO Funds Group/AIM Investments 1995 - 2004
Cahners Publishing 1993 - 1995
Schlessman YMCA 1987 - 1989
Virginia Vale Swim Club 1984 - 1989
Skills
Records Management, Customer Service, Outlook, Microsoft Office, Microsoft Excel, Access, Visio, Microsoft Word, PowerPoint, Software Documentation, PeopleSoft, Leadership, Process Improvement, Spreadsheets, Management
Education
Arapahoe Community College 1987 — 1991
Associate Degree, Business Administration
George Washington High School 1983 — 1991
High School, High School
Temple Emanuel 1976 — 1986
Nick Gerch's Invesco Experience March 2015 - Present
Job Enterprise Collaboration
Industry Financial Services
Experience
Invesco March 2015 - Present
Invesco May 2012 - March 2015
Invesco May 2007 - May 2012
Invesco January 2001 - May 2007
PRIMCO May 1998 - January 2001
Skills
Disaster Recovery, Process Improvement, Business Continuity, Information Technology, System Administration, Analysis, IT Management, Business Analysis, Infrastructure, Management, Network Administration, Vendor Management, IT Strategy, ITIL
Education
Bellarmine University 1996 — 2000
BS, Mathematics, emphasis in Actuarial Science
Invesco March 2015 - Present
Invesco May 2012 - March 2015
Invesco May 2007 - May 2012
Invesco January 2001 - May 2007
PRIMCO May 1998 - January 2001
Skills
Disaster Recovery, Process Improvement, Business Continuity, Information Technology, System Administration, Analysis, IT Management, Business Analysis, Infrastructure, Management, Network Administration, Vendor Management, IT Strategy, ITIL
Education
Bellarmine University 1996 — 2000
BS, Mathematics, emphasis in Actuarial Science
Kathleen Marino's Invesco Experience 1997 - 2003
Job Data Warehousing at Square Two Financial
Industry Financial Services
Experience
Square Two Financial March 2015 - Present
Oppenheimer Funds September 2005 - February 2015
Oppenheimerfunds 2005 - February 2015
Janus Capital Group 2005 - 2005
INVESCO 1997 - 2003
Skills
Business Analysis, Team Leadership, IT Strategy, Databases, SDLC, SQL
Education
Adams State University 1987 — 1992
BS, Math
Heritage High School
Square Two Financial March 2015 - Present
Oppenheimer Funds September 2005 - February 2015
Oppenheimerfunds 2005 - February 2015
Janus Capital Group 2005 - 2005
INVESCO 1997 - 2003
Skills
Business Analysis, Team Leadership, IT Strategy, Databases, SDLC, SQL
Education
Adams State University 1987 — 1992
BS, Math
Heritage High School
Fred Lassar's Invesco Experience 2007 - Present
Job Regional Vice PresidentInvesco
Industry Financial Services
Experience
INVESCO 2007 - Present
INVESCO July 2003 - March 2007
INVESCO July 2003 - February 2007
Janus Capital Group 1992 - 1998
Skills
Mutual Funds, Series 6, Finance, Alternative Investments, Asset Allocation, Separately Managed..., Series 7, Sales, Series 63, Retirement, Sales Operations, Fixed Income, Retirement Planning, 401k
Education
Mesa State College 1980 — 1985
Bachelor's degree, Business Administration and Management, General
INVESCO 2007 - Present
INVESCO July 2003 - March 2007
INVESCO July 2003 - February 2007
Janus Capital Group 1992 - 1998
Skills
Mutual Funds, Series 6, Finance, Alternative Investments, Asset Allocation, Separately Managed..., Series 7, Sales, Series 63, Retirement, Sales Operations, Fixed Income, Retirement Planning, 401k
Education
Mesa State College 1980 — 1985
Bachelor's degree, Business Administration and Management, General
Jennifer Bartok's Invesco Experience March 2009 - Present
Job Sales Operations Contact at Invesco
Industry Financial Services
Experience
Invesco March 2009 - Present
Invesco Aim 2000 - Present
AIM Investments 1997 - 2000
Skills
Series 6, Mutual Funds
Education
Baylor University - Hankamer School of Business 1991 — 1995
Invesco March 2009 - Present
Invesco Aim 2000 - Present
AIM Investments 1997 - 2000
Skills
Series 6, Mutual Funds
Education
Baylor University - Hankamer School of Business 1991 — 1995
Daniel O'Connor, CFA's Invesco Experience July 1994 - February 1996
Job Institutional Portfolio Manager at Templeton Global Equity Group
Industry Financial Services
Experience
Templeton Global Equity Group August 2008 - Present
JPMorgan Asset Management February 2005 - May 2008
JP Morgan Asset Management 1996 - 2008
European Investors, Inc. July 2001 - September 2004
INVESCO July 1994 - February 1996
Delta Air Lines November 1985 - June 1994
Delta Air Lines December 1982 - October 1985
Education
The University of Chicago Booth School of Business 1990 — 1993
MBA
Clemson University 1977 — 1980
M.S.
Indiana University Bloomington 1973 — 1977
B.S.
Templeton Global Equity Group August 2008 - Present
JPMorgan Asset Management February 2005 - May 2008
JP Morgan Asset Management 1996 - 2008
European Investors, Inc. July 2001 - September 2004
INVESCO July 1994 - February 1996
Delta Air Lines November 1985 - June 1994
Delta Air Lines December 1982 - October 1985
Education
The University of Chicago Booth School of Business 1990 — 1993
MBA
Clemson University 1977 — 1980
M.S.
Indiana University Bloomington 1973 — 1977
B.S.
Jill Kamer's Invesco Experience August 1998 - Present
Job Senior Client Manager at Invesco
Industry Investment Management
Experience
Invesco August 1998 - Present
Bank of Louisville (now BB&T) September 1994 - August 1998
Education
Bellarmine University 1991 — 1995
Invesco August 1998 - Present
Bank of Louisville (now BB&T) September 1994 - August 1998
Education
Bellarmine University 1991 — 1995
Brian Landwer's Invesco Experience August 2014 - Present
Job Internal Wholesaler Invesco
Industry Financial Services
Experience
Invesco August 2014 - Present
Lehigh Gas Partners May 2014 - August 2014
Atlas Oil Company February 2010 - May 2014
Shell July 2008 - February 2010
VAVi Sport & Social Club March 2007 - July 2008
RYAN HERCO March 2007 - June 2007
RYAN HERCO June 2006 - March 2007
TOPS Staffing April 2006 - June 2006
Five Point Capital October 2005 - January 2006
YOH COMPANY March 2005 - September 2005
Skills
Sales Operations, Business Development, Management, Sales, Training, Microsoft Excel, Strategy, Microsoft Office, Customer Service, Project Management, Marketing, Sales Management, Project Planning, Teamwork, Account Management, New Business Development, Contract Negotiation, Negotiation, Business Planning, Retail, Business Strategy, Finance, Financial Planning, Investments, Mutual Funds, Portfolio Management, Leadership, Financial Analysis, Salesforce.com, Equities, Fixed Income, Retirement, Bonds, Stocks, Series 7, Series 63, Series 65
Education
Butler University 2000 — 2004
Bachelor of Science, Marketing, Finance
Invesco August 2014 - Present
Lehigh Gas Partners May 2014 - August 2014
Atlas Oil Company February 2010 - May 2014
Shell July 2008 - February 2010
VAVi Sport & Social Club March 2007 - July 2008
RYAN HERCO March 2007 - June 2007
RYAN HERCO June 2006 - March 2007
TOPS Staffing April 2006 - June 2006
Five Point Capital October 2005 - January 2006
YOH COMPANY March 2005 - September 2005
Skills
Sales Operations, Business Development, Management, Sales, Training, Microsoft Excel, Strategy, Microsoft Office, Customer Service, Project Management, Marketing, Sales Management, Project Planning, Teamwork, Account Management, New Business Development, Contract Negotiation, Negotiation, Business Planning, Retail, Business Strategy, Finance, Financial Planning, Investments, Mutual Funds, Portfolio Management, Leadership, Financial Analysis, Salesforce.com, Equities, Fixed Income, Retirement, Bonds, Stocks, Series 7, Series 63, Series 65
Education
Butler University 2000 — 2004
Bachelor of Science, Marketing, Finance
Harold W. Jordan, II's Invesco Experience September 1999 - April 2007
Job Lead Counsel, McKesson Corporation
Industry Law Practice
Experience
McKesson March 2013 - Present
Morehouse School of Medicine May 2007 - March 2013
Leadership Atlanta 2008 - 2013
American Health Lawyers Association 2012 - 2012
The Children's School 2011 - 2012
The Westminster Schools 2009 - 2012
Brown University 2004 - 2009
Brown University 2004 - 2009
INVESCO September 1999 - April 2007
Charter Behavioral Health Systems February 1996 - March 1999
Skills
Non-profits, Fundraising, Litigation, Corporate Governance, Corporate Law, Public Relations, Legal Research, Securities Regulation
Education
University of California, Berkeley - School of Law 1985 — 1988
J.D., Law
Brown University 1981 — 1985
A.B., Psychology
Brown University 1981 — 1985
A.B., Psychology
University School of Nashville 1968 — 1981
High School Degree, N/A
McKesson March 2013 - Present
Morehouse School of Medicine May 2007 - March 2013
Leadership Atlanta 2008 - 2013
American Health Lawyers Association 2012 - 2012
The Children's School 2011 - 2012
The Westminster Schools 2009 - 2012
Brown University 2004 - 2009
Brown University 2004 - 2009
INVESCO September 1999 - April 2007
Charter Behavioral Health Systems February 1996 - March 1999
Skills
Non-profits, Fundraising, Litigation, Corporate Governance, Corporate Law, Public Relations, Legal Research, Securities Regulation
Education
University of California, Berkeley - School of Law 1985 — 1988
J.D., Law
Brown University 1981 — 1985
A.B., Psychology
Brown University 1981 — 1985
A.B., Psychology
University School of Nashville 1968 — 1981
High School Degree, N/A
Lisa Foster's Invesco Experience 1984 - 1985
Job Oversight Manager
Industry Financial Services
Experience
FDIC October 2009 - Present
Prudential Financial January 2004 - October 2009
Lend Lease January 1998 - December 2003
AMRESCO Capital 1998 - 2003
PW Funding 2000 - 2001
FDIC 1990 - 1996
American Appraisal Associates January 1986 - December 1990
Invesco 1984 - 1985
Skills
Underwriting, Certified General..., Texas Real Estate Broker, Loans, Real Estate, Real Estate Finance, Due Diligence, Mortgage, Real Estate Development, Asset Management, Investments, Portfolio Management, Credit, Real Estate Transactions, Valuation, Investors, Mortgage Lending, Asset Managment, Real Estate Economics, Commercial Real Estate, Commercial Banking, Loan Servicing, Mortgage Banking, Investment Properties, Mergers, Sellers, Credit Risk, Brokerage, REO, Credit Analysis, Appraisals, Financial Modeling, Commercial Lending, Financial Analysis, Risk Management, Banking, Disposition, Structured Finance, Loan Origination, Commercial Mortgages, Property Management, Foreclosures, CMBS, Insurance, Acquisitions, Finance, Leases, Real Estate Financing, Management
Education
Southern Methodist University - Cox School of Business 1981 — 1984
BBA, Real Estate and Marketing
Baylor University 1980 — 1981
FDIC October 2009 - Present
Prudential Financial January 2004 - October 2009
Lend Lease January 1998 - December 2003
AMRESCO Capital 1998 - 2003
PW Funding 2000 - 2001
FDIC 1990 - 1996
American Appraisal Associates January 1986 - December 1990
Invesco 1984 - 1985
Skills
Underwriting, Certified General..., Texas Real Estate Broker, Loans, Real Estate, Real Estate Finance, Due Diligence, Mortgage, Real Estate Development, Asset Management, Investments, Portfolio Management, Credit, Real Estate Transactions, Valuation, Investors, Mortgage Lending, Asset Managment, Real Estate Economics, Commercial Real Estate, Commercial Banking, Loan Servicing, Mortgage Banking, Investment Properties, Mergers, Sellers, Credit Risk, Brokerage, REO, Credit Analysis, Appraisals, Financial Modeling, Commercial Lending, Financial Analysis, Risk Management, Banking, Disposition, Structured Finance, Loan Origination, Commercial Mortgages, Property Management, Foreclosures, CMBS, Insurance, Acquisitions, Finance, Leases, Real Estate Financing, Management
Education
Southern Methodist University - Cox School of Business 1981 — 1984
BBA, Real Estate and Marketing
Baylor University 1980 — 1981
Nicholas Jaroslawsky's Invesco Experience 2000 - 2006
Job Computer Programmer at Align
Industry Investment Banking
Experience
RBC June 2014 - October 2014
Align May 2012 - June 2014
Credit-Suisse November 2007 - April 2008
Deutsche Bank AG December 2006 - September 2007
INVESCO INC April 2000 - January 2006
Invesco 2000 - 2006
TIAA/CREF January 1999 - April 2000
Schenker International May 1997 - January 1999
Morgan Stanley Inc February 1996 - May 1997
various July 1995 - February 1996
Skills
VBA, Excel, Databases, Trading, Fixed Income, Equities, Valuation, Portfolio Management, Access, Asset Management, Corporate Finance, Financial Analysis, Investments, Business Analysis, Banking, Analysis, Data Analysis, Reconciliation, Visio, SDLC, Risk Management, Customer Relations, Financial Reporting, Analytics, Derivatives, SQL, Accounting, Microsoft Office, PowerPoint, Documentation, General Ledger, Research, Word, Process Improvement, Equity Research, Process Engineering, Options, Financial Risk, Equity Valuation, Microsoft SQL Server, Requirements Analysis, Visual Basic, Crystal Reports, T-SQL, Sybase
Education
Baruch College, City University of New York (CUNY) 1992 — 1994
MBA, Finance
Baruch College CUNY
Bachelor of Business Administration, CIS
Baruch College CUNY
Master of Business (MBA), Finance
RBC June 2014 - October 2014
Align May 2012 - June 2014
Credit-Suisse November 2007 - April 2008
Deutsche Bank AG December 2006 - September 2007
INVESCO INC April 2000 - January 2006
Invesco 2000 - 2006
TIAA/CREF January 1999 - April 2000
Schenker International May 1997 - January 1999
Morgan Stanley Inc February 1996 - May 1997
various July 1995 - February 1996
Skills
VBA, Excel, Databases, Trading, Fixed Income, Equities, Valuation, Portfolio Management, Access, Asset Management, Corporate Finance, Financial Analysis, Investments, Business Analysis, Banking, Analysis, Data Analysis, Reconciliation, Visio, SDLC, Risk Management, Customer Relations, Financial Reporting, Analytics, Derivatives, SQL, Accounting, Microsoft Office, PowerPoint, Documentation, General Ledger, Research, Word, Process Improvement, Equity Research, Process Engineering, Options, Financial Risk, Equity Valuation, Microsoft SQL Server, Requirements Analysis, Visual Basic, Crystal Reports, T-SQL, Sybase
Education
Baruch College, City University of New York (CUNY) 1992 — 1994
MBA, Finance
Baruch College CUNY
Bachelor of Business Administration, CIS
Baruch College CUNY
Master of Business (MBA), Finance
Cecil Callahan's Invesco Experience 1991 - 1997
Job President
Industry Investment Management
Experience
A Alpha Credit May 2009 - Present
Alpha Credit May 2009 - Present
ALPHA CREDIT 2003 - Present
ALPHA CREDIT 2003 - Present
SA INVESTMENT LAB 2008 - 2011
ALPHA CREDIT May 2003 - May 2009
SAEDF May 2000 - April 2003
INVESCO 1991 - 1997
Wells Fargo 1980 - 1985
Skills
Financial Markets, Credit, Equities, Portfolio Management, Hedge Funds, Alternative Investments, Private Equity
Education
Carnegie Mellon University - Tepper School of Business 1976 — 1978
M.S, Finance
Macalester College 1972 — 1976
BA, Economics
Macalester College 1972 — 1976
BA, Economics
A Alpha Credit May 2009 - Present
Alpha Credit May 2009 - Present
ALPHA CREDIT 2003 - Present
ALPHA CREDIT 2003 - Present
SA INVESTMENT LAB 2008 - 2011
ALPHA CREDIT May 2003 - May 2009
SAEDF May 2000 - April 2003
INVESCO 1991 - 1997
Wells Fargo 1980 - 1985
Skills
Financial Markets, Credit, Equities, Portfolio Management, Hedge Funds, Alternative Investments, Private Equity
Education
Carnegie Mellon University - Tepper School of Business 1976 — 1978
M.S, Finance
Macalester College 1972 — 1976
BA, Economics
Macalester College 1972 — 1976
BA, Economics
Tod McMichael's Invesco Experience February 1995 - Present
Job Regional VP at INVESCO
Industry Financial Services
Experience
INVESCO February 1995 - Present
Textainer Investment mgt 1990 - 1995
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Separately Managed..., Investments, ETFs, Asset Management, Series 65, Wealth Management, Series 6, Investment Strategies, Securities, Series 24
Education
California Polytechnic State University-San Luis Obispo 1983 — 1986
BS, Finance
INVESCO February 1995 - Present
Textainer Investment mgt 1990 - 1995
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Separately Managed..., Investments, ETFs, Asset Management, Series 65, Wealth Management, Series 6, Investment Strategies, Securities, Series 24
Education
California Polytechnic State University-San Luis Obispo 1983 — 1986
BS, Finance
Chad Stanfield's Invesco Experience June 2013 - Present
Job Senior Tax Accountant
Industry Accounting
Experience
Invesco June 2013 - Present
Joe R. Hoelle, CPA, P.C. January 2009 - June 2013
CiCi's Pizza July 2004 - August 2012
Aim Investments Inc June 1998 - June 2004
A I M 1998 - 2003
AIM Investments 1998 - 2003
Invesco Aim 1998 - 2003
AIM Management 1998 - 2003
AIM 1998 - 2003
Skills
Accounting, Tax, Microsoft Office, Customer Service, Leadership, Real Estate, Payroll, Supervisory Skills, Asset Management, Account Reconciliation, Financial Accounting, Tax Returns, Microsoft Word, Customer Satisfaction, Process Improvement, Financial Reporting, Teamwork, PowerPoint, Income Statement, Management, Strategic Planning, Microsoft Excel, Tax Preparation, Outlook, Fixed Assets, Forecasting, Strategic Financial..., Internal Controls, Financial Services, Risk Management, Due Diligence, Financial Analysis, Mergers & Acquisitions, Business Planning, Tax Accounting, Sales, Corporate Tax, Analysis, Auditing, Budgets, General Ledger, Project Planning, Banking, QuickBooks, Management Consulting, Investments, Coaching, Inventory Management, GAAP, Financial Statements
Education
Angelo State University 2008 — 2012
MPAc, Accounting
Angelo State University 1995 — 1998
B.A., Communications
Invesco June 2013 - Present
Joe R. Hoelle, CPA, P.C. January 2009 - June 2013
CiCi's Pizza July 2004 - August 2012
Aim Investments Inc June 1998 - June 2004
A I M 1998 - 2003
AIM Investments 1998 - 2003
Invesco Aim 1998 - 2003
AIM Management 1998 - 2003
AIM 1998 - 2003
Skills
Accounting, Tax, Microsoft Office, Customer Service, Leadership, Real Estate, Payroll, Supervisory Skills, Asset Management, Account Reconciliation, Financial Accounting, Tax Returns, Microsoft Word, Customer Satisfaction, Process Improvement, Financial Reporting, Teamwork, PowerPoint, Income Statement, Management, Strategic Planning, Microsoft Excel, Tax Preparation, Outlook, Fixed Assets, Forecasting, Strategic Financial..., Internal Controls, Financial Services, Risk Management, Due Diligence, Financial Analysis, Mergers & Acquisitions, Business Planning, Tax Accounting, Sales, Corporate Tax, Analysis, Auditing, Budgets, General Ledger, Project Planning, Banking, QuickBooks, Management Consulting, Investments, Coaching, Inventory Management, GAAP, Financial Statements
Education
Angelo State University 2008 — 2012
MPAc, Accounting
Angelo State University 1995 — 1998
B.A., Communications
Marissa Szczepanski's Invesco Experience 1997 - 2002
Job Finance
Industry Retail
Experience
Themegifts January 2009 - December 2009
Invesco 1997 - 2002
Moody's Investors Service 1994 - 1997
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance
College of the Holy Cross 1991 — 1995
BA, English
Themegifts January 2009 - December 2009
Invesco 1997 - 2002
Moody's Investors Service 1994 - 1997
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance
College of the Holy Cross 1991 — 1995
BA, English
Ron Dagenhardt's Invesco Experience April 1998 - August 2000
Job Transition Consultant at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo August 2000 - Present
INVESCO April 1998 - August 2000
Aon Consulting February 1996 - April 1998
Skills
Retirement, Series 7, Sales, 401k, Defined Contribution, Leadership, Series 63, Profit Sharing, Mutual Funds, Defined Benefit, Retirement Planning, Asset Allocation, Financial Services, Wealth Management
Education
Appalachian State University 1987 — 1990
MBA, Business Administration
Catawba College 1975 — 1979
BA, Math and Computer Science
Wells Fargo August 2000 - Present
INVESCO April 1998 - August 2000
Aon Consulting February 1996 - April 1998
Skills
Retirement, Series 7, Sales, 401k, Defined Contribution, Leadership, Series 63, Profit Sharing, Mutual Funds, Defined Benefit, Retirement Planning, Asset Allocation, Financial Services, Wealth Management
Education
Appalachian State University 1987 — 1990
MBA, Business Administration
Catawba College 1975 — 1979
BA, Math and Computer Science
Judy Ambrose's Invesco Experience August 2000 - July 2014
Job at Invesco Ltd.
Industry Investment Management
Experience
Invesco August 2000 - July 2014
Invesco Ltd. September 2006 - December 2011
Invesco Ltd. June 2004 - September 2006
Invesco Ltd. August 2002 - June 2004
INVESCO Retirement August 2000 - August 2002
Skills
Institutional, Separate Accounts, Global Strategy, Business Continuity, Private Placements, Global Tactical Asset..., Portfolio Management, Global Quantitative..., Balanced Mandate, Multi-Asset Strategy, Series 6, FINRA, Investments, Mutual Funds, Client Services, Alternative Investments, Equities, Fixed Income, Asset Management, Asset Allocation, Securities, Project Management
Education
Hunter College
Invesco August 2000 - July 2014
Invesco Ltd. September 2006 - December 2011
Invesco Ltd. June 2004 - September 2006
Invesco Ltd. August 2002 - June 2004
INVESCO Retirement August 2000 - August 2002
Skills
Institutional, Separate Accounts, Global Strategy, Business Continuity, Private Placements, Global Tactical Asset..., Portfolio Management, Global Quantitative..., Balanced Mandate, Multi-Asset Strategy, Series 6, FINRA, Investments, Mutual Funds, Client Services, Alternative Investments, Equities, Fixed Income, Asset Management, Asset Allocation, Securities, Project Management
Education
Hunter College
Amber Kaufman's Invesco Experience 2000 - 2003
Job Parts & Service Manager at Absolute Motor Works, Inc.
Industry Automotive
Experience
Absolute Motor Works, Inc. February 2003 - Present
INVESCO 2000 - 2003
Education
Arapahoe Community College 1999 — 1999
core
Chatfield Senior High 1994 — 1998
art, mostly
Absolute Motor Works, Inc. February 2003 - Present
INVESCO 2000 - 2003
Education
Arapahoe Community College 1999 — 1999
core
Chatfield Senior High 1994 — 1998
art, mostly
Barrett Sides's Invesco Experience January 1990 - Present
Job Portfolio Manager at Invesco
Industry Financial Services
Experience
Invesco January 1990 - Present
Education
University of St. Thomas (TX) 1998 — 2000
MBA, International Business
Bucknell University 1983 — 1987
BA, Economics
Invesco January 1990 - Present
Education
University of St. Thomas (TX) 1998 — 2000
MBA, International Business
Bucknell University 1983 — 1987
BA, Economics
Evan Sherman's Invesco Experience March 2014 - Present
Job Real Estate Acquisitions
Industry Real Estate
Experience
Invesco March 2014 - Present
Shorenstein Properties March 2011 - February 2014
Citigroup November 2010 - March 2011
CB Richard Ellis June 2008 - November 2010
Skills
Real Estate, Valuation, Real Estate Economics, Due Diligence, Financial Analysis, Real Estate Transactions, Asset Management, Investments, Private Equity, Commercial Real Estate, Real Estate Acquisitions, Financial Modeling, Capital Markets, Argus Modeling, Commercial Leasing, Underwriting, Disposition, Real Estate Development, Leases, Corporate Real Estate
Education
Brandeis University
Bachelors, Economics, Philosophy
Invesco March 2014 - Present
Shorenstein Properties March 2011 - February 2014
Citigroup November 2010 - March 2011
CB Richard Ellis June 2008 - November 2010
Skills
Real Estate, Valuation, Real Estate Economics, Due Diligence, Financial Analysis, Real Estate Transactions, Asset Management, Investments, Private Equity, Commercial Real Estate, Real Estate Acquisitions, Financial Modeling, Capital Markets, Argus Modeling, Commercial Leasing, Underwriting, Disposition, Real Estate Development, Leases, Corporate Real Estate
Education
Brandeis University
Bachelors, Economics, Philosophy
Aimee Douglass's Invesco Experience 2012 - Present
Job Product Management Director at Invesco
Industry Investment Management
Experience
Invesco 2012 - Present
Invesco Institutional 2007 - June 2012
Southeastern Advisory Services 1996 - 2005
Skills
Alternative Investments, Mutual Funds, Bloomberg, Equities, Asset Managment, Fixed Income, Asset Allocation, Investment Strategies, Series 7, Portfolio Management, Hedge Funds, Investments
Education
Auburn University 1991 — 1995
B.S., Finance
Invesco 2012 - Present
Invesco Institutional 2007 - June 2012
Southeastern Advisory Services 1996 - 2005
Skills
Alternative Investments, Mutual Funds, Bloomberg, Equities, Asset Managment, Fixed Income, Asset Allocation, Investment Strategies, Series 7, Portfolio Management, Hedge Funds, Investments
Education
Auburn University 1991 — 1995
B.S., Finance
Bob Ochoa's Invesco Experience September 1991 - August 2004
Job Dog Trainer | Kennel Manager | Ruff Riders Pet Services * No Bad Dogs Here *
Industry Consumer Services
Experience
Ruff Riders Pet Services January 2012 - Present
Dog Train LLC August 2009 - Present
APS August 2005 - March 2007
INVESCO September 1991 - August 2004
Skills
Coaching, Dog Training, Pets, Outlook, Microsoft Excel, windows, Xerox Printers, Microsoft Office 2007, Cpr Certified, Supervisory Experience, Private Investigations, Spreadsheets, Customer Service, Leadership, Training, Microsoft Office, Software Documentation, Dog Walking, Troubleshooting, Social Networking, Windows 7, Public Speaking, Conflict Resolution, Management, Team Building, Windows, System Administration, Teaching, Team Leadership, Social Media, PowerPoint, Event Planning, Organizational..., Strategic Planning
Education
University of Northern Colorado
BS, Sociology-minor in Physical Educ
Aims Community College 1983 — 1985
AA, Liberal Arts
Community College of Aurora
Certificate, management
Ruff Riders Pet Services January 2012 - Present
Dog Train LLC August 2009 - Present
APS August 2005 - March 2007
INVESCO September 1991 - August 2004
Skills
Coaching, Dog Training, Pets, Outlook, Microsoft Excel, windows, Xerox Printers, Microsoft Office 2007, Cpr Certified, Supervisory Experience, Private Investigations, Spreadsheets, Customer Service, Leadership, Training, Microsoft Office, Software Documentation, Dog Walking, Troubleshooting, Social Networking, Windows 7, Public Speaking, Conflict Resolution, Management, Team Building, Windows, System Administration, Teaching, Team Leadership, Social Media, PowerPoint, Event Planning, Organizational..., Strategic Planning
Education
University of Northern Colorado
BS, Sociology-minor in Physical Educ
Aims Community College 1983 — 1985
AA, Liberal Arts
Community College of Aurora
Certificate, management
Kathleen Lenarcic, CFA, LSW's Invesco Experience April 1998 - February 2001
Job Financial and Health Care Specialist
Industry Investment Management
Experience
Connections Cleveland November 2014 - Present
Nations Lending Corporation December 2012 - July 2013
Quicken Loans February 2012 - November 2012
Caring Senior Service November 2004 - March 2007
Various NonProfit and Governmental Agencies October 2002 - May 2004
INVESCO April 1998 - February 2001
ING Capital Advisors, Inc. September 1995 - March 1998
Pilgrim Group September 1989 - August 1995
Skills
Credit, Portfolio Management, Investments, Loans, Asset Management, Funding, Business Planning, Leveraged Finance, Managerial Finance, Finance, Corporate Finance, Credit Analysis, Banking, Management, Analysis, Mutual Funds, Start-ups, Sales, Mortgage Lending, Marketing, Financial Modeling, Financial Structuring, Financial Analysis, Structured Finance, Bonds, Valuation, Capital Markets, Investment Banking, Private Equity, Equities, Due Diligence, Mergers & Acquisitions, Fixed Income
Education
Case Western Reserve University 2002 — 2004
MSSA, Community Development
John Carroll University 1976 — 1980
MBA, Business
Kent State University 1969 — 1973
BA, Soviet Union Area Studies
Connections Cleveland November 2014 - Present
Nations Lending Corporation December 2012 - July 2013
Quicken Loans February 2012 - November 2012
Caring Senior Service November 2004 - March 2007
Various NonProfit and Governmental Agencies October 2002 - May 2004
INVESCO April 1998 - February 2001
ING Capital Advisors, Inc. September 1995 - March 1998
Pilgrim Group September 1989 - August 1995
Skills
Credit, Portfolio Management, Investments, Loans, Asset Management, Funding, Business Planning, Leveraged Finance, Managerial Finance, Finance, Corporate Finance, Credit Analysis, Banking, Management, Analysis, Mutual Funds, Start-ups, Sales, Mortgage Lending, Marketing, Financial Modeling, Financial Structuring, Financial Analysis, Structured Finance, Bonds, Valuation, Capital Markets, Investment Banking, Private Equity, Equities, Due Diligence, Mergers & Acquisitions, Fixed Income
Education
Case Western Reserve University 2002 — 2004
MSSA, Community Development
John Carroll University 1976 — 1980
MBA, Business
Kent State University 1969 — 1973
BA, Soviet Union Area Studies
Cathy Cravens's Invesco Experience October 1997 - July 2010
Job Managing Director, Member Experience at World 50
Industry Executive Office
Experience
World 50, Inc. January 2011 - 2013
Invesco October 1997 - July 2010
Atlanta Committee for the Olympic Games 1992 - 1996
Education
Auburn University
BS, Economics
World 50, Inc. January 2011 - 2013
Invesco October 1997 - July 2010
Atlanta Committee for the Olympic Games 1992 - 1996
Education
Auburn University
BS, Economics
Nicole Lunardini's Invesco Experience November 2013 - Present
Job Channel Marketer
Industry Marketing and Advertising
Experience
Invesco November 2013 - Present
Abri Credit Union September 2010 - November 2013
Abri Credit Union May 2006 - September 2010
Rush-Copley Medical Center June 2005 - May 2006
DSW September 2001 - February 2006
Skills
Marketing, Branding, Event Planning, Product Management, Advertising, Social Media, Department Budgeting, Copywriting, Social Networking, Marketing Strategy, Marketing Communications, Social Media Marketing, Facebook, Leadership, Newsletters
Education
Aurora University
Master of Business Administration (MBA)
Lewis University 2002 — 2006
Bachelors, Marketing, minor Finance
Invesco November 2013 - Present
Abri Credit Union September 2010 - November 2013
Abri Credit Union May 2006 - September 2010
Rush-Copley Medical Center June 2005 - May 2006
DSW September 2001 - February 2006
Skills
Marketing, Branding, Event Planning, Product Management, Advertising, Social Media, Department Budgeting, Copywriting, Social Networking, Marketing Strategy, Marketing Communications, Social Media Marketing, Facebook, Leadership, Newsletters
Education
Aurora University
Master of Business Administration (MBA)
Lewis University 2002 — 2006
Bachelors, Marketing, minor Finance
Glen Cohen's Invesco Experience January 2001 - July 2003
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial December 2012 - Present
Fifth Third Asset Management December 2006 - December 2012
Lincoln Financial Group January 2006 - December 2006
Jackson National Life February 2004 - September 2005
Invesco January 2001 - July 2003
Skills
Series 7, Mutual Funds, Fixed Annuities, Wealth Management, Investments, Alternative Investments, Series 63, Series 65, Variable Annuities, Securities, Financial Planners, Private Equity, Private Debt, Licensed Life & Health..., Asset Allocation, Portfolio Management, Series 6, Retirement, FINRA, Insurance, Retirement Planning, Financial Advisory, Uniform Combined State..., Consumer Debt, Asset Management, 401k, Series 24, Investment Advisory, Separately Managed..., Investment Strategies, Investment Management, Financial Services, IRAs
Education
Arizona State University 1987 — 1989
BS, Finance
Nationwide Financial December 2012 - Present
Fifth Third Asset Management December 2006 - December 2012
Lincoln Financial Group January 2006 - December 2006
Jackson National Life February 2004 - September 2005
Invesco January 2001 - July 2003
Skills
Series 7, Mutual Funds, Fixed Annuities, Wealth Management, Investments, Alternative Investments, Series 63, Series 65, Variable Annuities, Securities, Financial Planners, Private Equity, Private Debt, Licensed Life & Health..., Asset Allocation, Portfolio Management, Series 6, Retirement, FINRA, Insurance, Retirement Planning, Financial Advisory, Uniform Combined State..., Consumer Debt, Asset Management, 401k, Series 24, Investment Advisory, Separately Managed..., Investment Strategies, Investment Management, Financial Services, IRAs
Education
Arizona State University 1987 — 1989
BS, Finance
Libby Moise's Invesco Experience January 2012 - Present
Job Finance Operations at Invesco
Industry Accounting
Experience
Invesco January 2012 - Present
Invesco Ltd. April 2010 - January 2012
PricwaterhouseCoopers 2007 - 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Auditing, SEC filings, Internal Controls, GAAP, Financial Accounting, US GAAP, CPA, Microsoft Excel, External Audit
Education
Auburn University 2002 — 2007
Master of Accountancy
Invesco January 2012 - Present
Invesco Ltd. April 2010 - January 2012
PricwaterhouseCoopers 2007 - 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Auditing, SEC filings, Internal Controls, GAAP, Financial Accounting, US GAAP, CPA, Microsoft Excel, External Audit
Education
Auburn University 2002 — 2007
Master of Accountancy
David M. George's Invesco Experience January 2002 - September 2006
Job Director DCIO at PNC Asset Management
Industry Financial Services
Experience
PNC Asset Management October 2014 - Present
Eagle Asset Management December 2007 - December 2013
Wachovia October 2006 - November 2007
Invesco January 2002 - September 2006
Deloitte & Touche LLP June 1999 - January 2002
Price Waterhouse LLP February 1993 - June 1999
Skills
Series 7, Series 63, Investment Management, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Investments, Investment Advisory, 401k, Wealth Management, Securities, Investment Strategies, Portfolio Management, Equities, Fixed Income
Education
Indiana University 1987 — 1991
B.S. Finance / Public Policy
Bradley University: Foster College of Business
Finance / Marketing
PNC Asset Management October 2014 - Present
Eagle Asset Management December 2007 - December 2013
Wachovia October 2006 - November 2007
Invesco January 2002 - September 2006
Deloitte & Touche LLP June 1999 - January 2002
Price Waterhouse LLP February 1993 - June 1999
Skills
Series 7, Series 63, Investment Management, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Investments, Investment Advisory, 401k, Wealth Management, Securities, Investment Strategies, Portfolio Management, Equities, Fixed Income
Education
Indiana University 1987 — 1991
B.S. Finance / Public Policy
Bradley University: Foster College of Business
Finance / Marketing
Nathan Watt's Invesco Experience January 2005 - January 2006
Job International Immigration at Vantage Drilling
Industry Financial Services
Experience
Vantage Drilling June 2014 - Present
Parker Drilling Company April 2012 - June 2014
Invesco Aim January 2006 - November 2011
Invesco January 2005 - January 2006
Invesco January 2000 - January 2005
Education
Baylor University 1995 — 1999
Bachelor Degree, Business Administration
Vantage Drilling June 2014 - Present
Parker Drilling Company April 2012 - June 2014
Invesco Aim January 2006 - November 2011
Invesco January 2005 - January 2006
Invesco January 2000 - January 2005
Education
Baylor University 1995 — 1999
Bachelor Degree, Business Administration
Jacquelyn Clark's Invesco Experience January 1995 - December 2002
Job at Literacy Volunteers of Atlanta
Industry Human Resources
Experience
Literacy Volunteers of Atlanta July 2009 - Present
The Hartford March 2008 - June 2009
The Hartford (Acquired Merrill Lynch Retirement Plans Group) Atlanta, GA 2008 - 2009
Merrill Lynch January 2003 - March 2008
Princeton Retirement Group 2005 - 2008
INVESCO January 1995 - December 2002
BankSouth 1988 - 1994
Skills
Adult Education, Process Management, Teacher Training, Communication, Employee Benefits, Leadership, Management, 401k, Process Improvement, Retirement, Financial Services, Program Management, Retirement Planning, Investments, Strategic Planning, Microsoft Excel, Strategy, Analysis, Defined Benefit, Pensions, Employee Relations, Project Management, HRIS, Start-ups, ERISA, Team Leadership
Education
Chestnut Hill College 1969 — 1971
BA, English, Secondary Education
Literacy Volunteers of Atlanta July 2009 - Present
The Hartford March 2008 - June 2009
The Hartford (Acquired Merrill Lynch Retirement Plans Group) Atlanta, GA 2008 - 2009
Merrill Lynch January 2003 - March 2008
Princeton Retirement Group 2005 - 2008
INVESCO January 1995 - December 2002
BankSouth 1988 - 1994
Skills
Adult Education, Process Management, Teacher Training, Communication, Employee Benefits, Leadership, Management, 401k, Process Improvement, Retirement, Financial Services, Program Management, Retirement Planning, Investments, Strategic Planning, Microsoft Excel, Strategy, Analysis, Defined Benefit, Pensions, Employee Relations, Project Management, HRIS, Start-ups, ERISA, Team Leadership
Education
Chestnut Hill College 1969 — 1971
BA, English, Secondary Education
Richard Moir's Invesco Experience April 1999 - Present
Job Internal Retirement Consultant at Invesco
Industry Financial Services
Experience
Invesco April 1999 - Present
Monarch Insurance Agency 1995 - 1999
Skills
Series 6, Mutual Funds, Series 7, 401k, Retirement, Series 63, Retirement Planning, Uniform Combined State..., Investment Advisory, Relationship Management, Asset Allocation, Defined Contribution, FINRA, Investments, Qualified Retirement..., IRAs, Securities, Series 65
Education
California State University-Long Beach 1988 — 1993
BA
Invesco April 1999 - Present
Monarch Insurance Agency 1995 - 1999
Skills
Series 6, Mutual Funds, Series 7, 401k, Retirement, Series 63, Retirement Planning, Uniform Combined State..., Investment Advisory, Relationship Management, Asset Allocation, Defined Contribution, FINRA, Investments, Qualified Retirement..., IRAs, Securities, Series 65
Education
California State University-Long Beach 1988 — 1993
BA
Emily van der Waals's Invesco Experience July 2010 - Present
Job Compliance Officer at Invesco US
Industry Legal Services
Experience
Invesco US December 2014 - Present
Invesco July 2010 - Present
Nationwide Building Society January 2008 - December 2009
Jordans Limited September 2006 - January 2008
KPMG October 2004 - September 2006
EDF Energy January 2004 - August 2004
EDF Energy November 2003 - January 2004
Compass Group UK & Ireland June 2001 - July 2002
Skills
CRM, Recruiting, Management, Corporate Governance, Governance, Financial Services, Project Management, Legal Research, Company Law, Company Secretarial Work, Legal Writing, Close Attention to..., Organization, Financial Regulation, Securities Regulation, Analysis, Corporate Law, Due Diligence, Employment Law, Risk Management
Education
University of Exeter 2003 — 2004
LLM, International Business Law
University of Wales, Aberystwyth 1999 — 2003
B. Sc (Econ), Business
Invesco US December 2014 - Present
Invesco July 2010 - Present
Nationwide Building Society January 2008 - December 2009
Jordans Limited September 2006 - January 2008
KPMG October 2004 - September 2006
EDF Energy January 2004 - August 2004
EDF Energy November 2003 - January 2004
Compass Group UK & Ireland June 2001 - July 2002
Skills
CRM, Recruiting, Management, Corporate Governance, Governance, Financial Services, Project Management, Legal Research, Company Law, Company Secretarial Work, Legal Writing, Close Attention to..., Organization, Financial Regulation, Securities Regulation, Analysis, Corporate Law, Due Diligence, Employment Law, Risk Management
Education
University of Exeter 2003 — 2004
LLM, International Business Law
University of Wales, Aberystwyth 1999 — 2003
B. Sc (Econ), Business
Nagesh Nootigattu's Invesco Experience July 2012 - Present
Job Senior Business Analyst / Project Manager at Invesco
Industry Computer Software
Experience
Invesco July 2012 - Present
Charles River Development October 2006 - June 2012
Merrill Lynch 2002 - 2006
US West December 1999 - December 2000
Skills
Electronic Trading, Trading Systems, Order Management, Perl, Unix Shell Scripting, FIX Protocol, Customer Relations, client on-boarding, C++, Heroix, Product Management, Equity Capital Markets, Fixed Income Trading, Vendor Relations, FIX, Fixed Income, Trading, SDLC, SQL, Low Latency, Equities
Education
Nagarjuna University 1993 — 1997
Bachelor of Technology, Electronics and Communications
Invesco July 2012 - Present
Charles River Development October 2006 - June 2012
Merrill Lynch 2002 - 2006
US West December 1999 - December 2000
Skills
Electronic Trading, Trading Systems, Order Management, Perl, Unix Shell Scripting, FIX Protocol, Customer Relations, client on-boarding, C++, Heroix, Product Management, Equity Capital Markets, Fixed Income Trading, Vendor Relations, FIX, Fixed Income, Trading, SDLC, SQL, Low Latency, Equities
Education
Nagarjuna University 1993 — 1997
Bachelor of Technology, Electronics and Communications
Adam Rahn's Invesco Experience October 2009 - October 2013
Job Security & Project Coordinator at Plains Exploration and Production
Industry Facilities Services
Experience
Freeport-McMoran Oil & Gas October 2013 - Present
Mace Macro October 2009 - October 2013
Invesco October 2009 - October 2013
Westchase Construction / Martin Fein Interests September 2006 - September 2008
All-Ply Roofing Co., Inc. / Integrated Micro Systems May 2003 - December 2005
Skills
Microsoft Office, Customer Service, PowerPoint, English, Windows, Research, Outlook, HTML, Strategic Planning, Budgets, Ccure Security..., ADP Payroll, QuickBooks, IT Support, DSE Assessments, Builder Information..., Administration, Office Management, Software Documentation, Process Scheduler, Teamwork, Project Planning, Data Entry, System Administration, Training, Accounting, Contract Management, Office Administration, Process Improvement, Invoicing, Spreadsheets, Troubleshooting, Contract Negotiation, Customer Satisfaction, Visio, Microsoft Excel, Microsoft Word, Teaching
Education
Berkeley College
Freeport-McMoran Oil & Gas October 2013 - Present
Mace Macro October 2009 - October 2013
Invesco October 2009 - October 2013
Westchase Construction / Martin Fein Interests September 2006 - September 2008
All-Ply Roofing Co., Inc. / Integrated Micro Systems May 2003 - December 2005
Skills
Microsoft Office, Customer Service, PowerPoint, English, Windows, Research, Outlook, HTML, Strategic Planning, Budgets, Ccure Security..., ADP Payroll, QuickBooks, IT Support, DSE Assessments, Builder Information..., Administration, Office Management, Software Documentation, Process Scheduler, Teamwork, Project Planning, Data Entry, System Administration, Training, Accounting, Contract Management, Office Administration, Process Improvement, Invoicing, Spreadsheets, Troubleshooting, Contract Negotiation, Customer Satisfaction, Visio, Microsoft Excel, Microsoft Word, Teaching
Education
Berkeley College
Bernie Rapp's Invesco Experience January 2007 - July 2007
Job Controller at Jack Huhn Mechanical, Inc.
Industry Construction
Experience
Jack Huhn Mechanical, Inc. July 2007 - Present
Jack Huhn Plumbing & Heating, Inc July 2007 - Present
Invesco January 2007 - July 2007
Clinton Korfhage Landscaping 2002 - 2007
Clinton Korfhage Landscaping May 2002 - December 2006
Skills
Microsoft Excel, Financial Reporting, Financial Analysis, Process Improvement, Business Strategy, New Business Development, Coaching, Marketing, Event Planning, CRM, Construction Accounting, Social Media
Education
Bellarmine University 2004 — 2006
Certificate in Advanced Accounting, accounting
Bellarmine University 1981 — 1986
BSC, Accounting / Business
Bellarmine University
Bachelors of Science; Degree, Commerce; Business Administration
Jack Huhn Mechanical, Inc. July 2007 - Present
Jack Huhn Plumbing & Heating, Inc July 2007 - Present
Invesco January 2007 - July 2007
Clinton Korfhage Landscaping 2002 - 2007
Clinton Korfhage Landscaping May 2002 - December 2006
Skills
Microsoft Excel, Financial Reporting, Financial Analysis, Process Improvement, Business Strategy, New Business Development, Coaching, Marketing, Event Planning, CRM, Construction Accounting, Social Media
Education
Bellarmine University 2004 — 2006
Certificate in Advanced Accounting, accounting
Bellarmine University 1981 — 1986
BSC, Accounting / Business
Bellarmine University
Bachelors of Science; Degree, Commerce; Business Administration
Alexander Labib's Invesco Experience May 2011 - August 2011
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase & Co. July 2012 - December 2014
Emory University August 2011 - December 2011
Emory University January 2010 - December 2011
Invesco May 2011 - August 2011
UBS Wealth Management September 2010 - December 2010
Delta Air Lines May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, DCF, Finance, Analysis, Business Communications, Coaching, Business Strategy, PowerPoint, Corporate Finance, Investments, Data Analysis, Social Media, Microsoft Office, Valuation
Education
Cass Business School 2012 — 2012
Bachelor's degree, Finance
Emory University
BA, International Economics
Emory University - Goizueta Business School
BBA, Finance
Marist High School
Marist High School
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase & Co. July 2012 - December 2014
Emory University August 2011 - December 2011
Emory University January 2010 - December 2011
Invesco May 2011 - August 2011
UBS Wealth Management September 2010 - December 2010
Delta Air Lines May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, DCF, Finance, Analysis, Business Communications, Coaching, Business Strategy, PowerPoint, Corporate Finance, Investments, Data Analysis, Social Media, Microsoft Office, Valuation
Education
Cass Business School 2012 — 2012
Bachelor's degree, Finance
Emory University
BA, International Economics
Emory University - Goizueta Business School
BBA, Finance
Marist High School
Marist High School
Jason Sumner CIM, FCSI's Invesco Experience February 2010 - August 2012
Job Regional Vice President, Sales at Invesco Canada
Industry Investment Management
Experience
Invesco Canada September 2012 - Present
Invesco February 2010 - August 2012
Coast Capital Savings 2005 - 2008
Skills
Investments, Retirement Planning, Mutual Funds, Investment Advisory, Wealth Management, Financial Services, ETFs, Asset Managment, Investment Strategies
Education
British Columbia Institute of Technology 2001 — 2007
Finance
Invesco Canada September 2012 - Present
Invesco February 2010 - August 2012
Coast Capital Savings 2005 - 2008
Skills
Investments, Retirement Planning, Mutual Funds, Investment Advisory, Wealth Management, Financial Services, ETFs, Asset Managment, Investment Strategies
Education
British Columbia Institute of Technology 2001 — 2007
Finance
Edith Gatewood's Invesco Experience December 1997 - July 2003
Job Happy Hands Logistics
Industry Accounting
Experience
church March 2009 - Present
Invesco December 1997 - July 2003
Skills
Excell Spreadsheet, MS Word, Computer Research, Public Speaking, Customer Service, Community Outreach, Teaching, Microsoft Office, PowerPoint, Project Management, Outlook, Visio, Access, Process Improvement, Volunteer Management
Education
University of Phoenix 2003 — 2010
Masters Arts X 3, MBA; MA/
Colorado Christian University 2003 — 2006
Bachelor of Science, Organizational Managment
church March 2009 - Present
Invesco December 1997 - July 2003
Skills
Excell Spreadsheet, MS Word, Computer Research, Public Speaking, Customer Service, Community Outreach, Teaching, Microsoft Office, PowerPoint, Project Management, Outlook, Visio, Access, Process Improvement, Volunteer Management
Education
University of Phoenix 2003 — 2010
Masters Arts X 3, MBA; MA/
Colorado Christian University 2003 — 2006
Bachelor of Science, Organizational Managment
Peg Hoogs, CFA's Invesco Experience July 1993 - June 2002
Job Investment Management Professional
Industry Investment Management
Experience
Commerce Capital Services 2005 - Present
Harris myCFO July 2004 - July 2005
Balentine & Company July 2002 - June 2004
INVESCO July 1993 - June 2002
Sovran Capital Management November 1985 - June 1993
Skills
Portfolio Management, Investment Management, Investment Strategies, Investment Management..., Equity Research, Equity Valuation, Fixed Income Analysis, Asset Allocation, Asset Management, Private Equity
Education
Colorado College 1981 — 1985
Bachelor of Arts (BA), Business Economics
Commerce Capital Services 2005 - Present
Harris myCFO July 2004 - July 2005
Balentine & Company July 2002 - June 2004
INVESCO July 1993 - June 2002
Sovran Capital Management November 1985 - June 1993
Skills
Portfolio Management, Investment Management, Investment Strategies, Investment Management..., Equity Research, Equity Valuation, Fixed Income Analysis, Asset Allocation, Asset Management, Private Equity
Education
Colorado College 1981 — 1985
Bachelor of Arts (BA), Business Economics
Kristen Flynn's Invesco Experience 2006 - 2012
Job Private Client Administrator at Brown Advisory
Industry Investment Management
Experience
Brown Advisory June 2015 - Present
Highmount Capital November 2012 - June 2015
Invesco 2006 - 2012
Skills
Portfolio Management
Education
Boston College 1996 — 1999
Master of Arts (M.A.), Developmental and Child Psychology
Bentley University 1988 — 1992
Brown Advisory June 2015 - Present
Highmount Capital November 2012 - June 2015
Invesco 2006 - 2012
Skills
Portfolio Management
Education
Boston College 1996 — 1999
Master of Arts (M.A.), Developmental and Child Psychology
Bentley University 1988 — 1992
Catrice Mays's Invesco Experience December 1996 - April 2004
Job
Industry Health, Wellness and Fitness
Experience
home April 2004 - Present
Invesco December 1996 - April 2004
Education
Baylor University - Hankamer School of Business 1995 — 1996
Master of Business Administration (M.B.A.), Finance, General
Baylor University 1992 — 1995
Bachelor of Arts (B.A.), Business Administration and Management, General
home April 2004 - Present
Invesco December 1996 - April 2004
Education
Baylor University - Hankamer School of Business 1995 — 1996
Master of Business Administration (M.B.A.), Finance, General
Baylor University 1992 — 1995
Bachelor of Arts (B.A.), Business Administration and Management, General
Cody Schoenfeld's Invesco Experience March 1999 - May 2005
Job Senior Technical Writer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2009 - Present
TIAA-CREF April 2007 - September 2009
TD Ameritrade June 2006 - April 2007
Old Mutual Capital May 2005 - May 2006
Invesco March 1999 - May 2005
Education
Angelo State University 1991 — 1996
Bachelor's degree, Animal Science; with supporting concentration in Business Management
TIAA-CREF October 2009 - Present
TIAA-CREF April 2007 - September 2009
TD Ameritrade June 2006 - April 2007
Old Mutual Capital May 2005 - May 2006
Invesco March 1999 - May 2005
Education
Angelo State University 1991 — 1996
Bachelor's degree, Animal Science; with supporting concentration in Business Management
Dena Morrow's Invesco Experience 2000 - 2005
Job Sr Trust Administrator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2007 - Present
Princeton Retirement Group 2005 - 2007
Invesco 2000 - 2005
Aon 1995 - 2000
Booke & Company 1992 - 1995
Skills
Qualified Retirement..., IRAs
Education
Clemson University
Western Carolina University
Wells Fargo June 2007 - Present
Princeton Retirement Group 2005 - 2007
Invesco 2000 - 2005
Aon 1995 - 2000
Booke & Company 1992 - 1995
Skills
Qualified Retirement..., IRAs
Education
Clemson University
Western Carolina University
Mike Zakarian's Invesco Experience April 2007 - June 2009
Job Sr. Operations Analyst for Scotiabank
Industry Banking
Experience
B2B Bank October 2011 - September 2014
B2B Bank May 2010 - October 2011
Invesco April 2007 - June 2009
Invesco January 2005 - March 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning
Education
Centennial College
Business Administration, Business, Management, Marketing, and Related Support Services
B2B Bank October 2011 - September 2014
B2B Bank May 2010 - October 2011
Invesco April 2007 - June 2009
Invesco January 2005 - March 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning
Education
Centennial College
Business Administration, Business, Management, Marketing, and Related Support Services
Laurie Simpson's Invesco Experience 2007 - 2011
Job Deputy General Counsel at Artisan Partners
Industry Investment Management
Experience
Artisan Partners 2011 - Present
Invesco 2007 - 2011
Bell, Boyd & Lloyd 2003 - 2007
Education
Vanderbilt Law School 2000 — 2003
Amherst College 1994 — 1998
Artisan Partners 2011 - Present
Invesco 2007 - 2011
Bell, Boyd & Lloyd 2003 - 2007
Education
Vanderbilt Law School 2000 — 2003
Amherst College 1994 — 1998
Michael Coiro's Invesco Experience 2012 - 2013
Job Logistics Coordinator
Industry Oil & Energy
Experience
Schlumberger January 2014 - Present
Invesco 2012 - 2013
Cullen's Upscale American Grille September 2012 - December 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Troubleshooting, PowerPoint, Microsoft Word, Time Management
Education
Texas A&M University 2009 — 2012
Bachelor of Arts (B.A.), History
Alvin Community College 2008 — 2009
Associate of Arts (A.A.), General Studies
Schlumberger January 2014 - Present
Invesco 2012 - 2013
Cullen's Upscale American Grille September 2012 - December 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Troubleshooting, PowerPoint, Microsoft Word, Time Management
Education
Texas A&M University 2009 — 2012
Bachelor of Arts (B.A.), History
Alvin Community College 2008 — 2009
Associate of Arts (A.A.), General Studies
Angeline Shaver, CPA's Invesco Experience February 2006 - December 2010
Job Assistant Controller at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC December 2010 - Present
Invesco February 2006 - December 2010
Pepsi Bottling Group October 2004 - February 2006
O'Connor Davies, LLP 2002 - 2004
Skills
CPA, Member of AICPA, Private Equity, Financial Reporting, Corporate Tax, US GAAP, Sarbanes-Oxley Act, Fund Accounting, SEC filings, Financial Statements, Financial Analysis, GAAP
Education
State University of New York at Binghamton 1999 — 2001
Bachelor of Science (BS), Accounting
Cayuga County Community College 1997 — 1999
Associate's degree, Business Administration and Management, General
Apollo Global Management LLC December 2010 - Present
Invesco February 2006 - December 2010
Pepsi Bottling Group October 2004 - February 2006
O'Connor Davies, LLP 2002 - 2004
Skills
CPA, Member of AICPA, Private Equity, Financial Reporting, Corporate Tax, US GAAP, Sarbanes-Oxley Act, Fund Accounting, SEC filings, Financial Statements, Financial Analysis, GAAP
Education
State University of New York at Binghamton 1999 — 2001
Bachelor of Science (BS), Accounting
Cayuga County Community College 1997 — 1999
Associate's degree, Business Administration and Management, General
Randy De Silva's Invesco Experience January 2012 - Present
Job Senior .NET Developer at Invesco
Industry Computer Software
Experience
Invesco January 2012 - Present
hCentive, Inc. February 2010 - November 2011
Getronics December 2008 - January 2010
Vesta Corporation September 2007 - November 2008
Reiter Affiliated Companies May 2006 - August 2007
Education
California State University-Northridge 2003 — 2007
Bachelor of Science (BS), Computer Science
Invesco January 2012 - Present
hCentive, Inc. February 2010 - November 2011
Getronics December 2008 - January 2010
Vesta Corporation September 2007 - November 2008
Reiter Affiliated Companies May 2006 - August 2007
Education
California State University-Northridge 2003 — 2007
Bachelor of Science (BS), Computer Science
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group