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
Ebony King, MBA Ebony King, MBA's Invesco Experience February 2013 - August 2014
Job Accountant at Assurant Solutions
Industry Accounting
Experience
Assurant Solutions September 2014 - Present
Virtual Properties Realty August 2006 - Present
Invesco February 2013 - August 2014
Cox Media July 2012 - January 2013
Internal Revenue Service January 2008 - September 2010
AMERICAN TOWER CORPORATION November 2006 - August 2007
IKON Office Solutions August 2004 - August 2006
Morris & Raper Realtors July 2000 - June 2006
Earthlink October 2003 - August 2004
ILD TELECOMMUNICATIONS February 2001 - October 2003
Skills
Customer Service, Real Estate, Public Speaking, Microsoft Excel, Accounting, Account Management, Account Reconciliation, Entrepreneurship, E-Learning, Events, Foreclosures, General Ledger, Internet, Invoicing, Key Account Management, Microsoft Office, Multimedia, Negotiation, Social Networking, Office Management, Organization, Writing, Sales, Financial Reporting, Financial Analysis
Education
BECKER CPA REVIEW2009-2010 2009 — 2010
Accounting
KELLER GRADUATE MANAGEMENT SCHOOL 2000 — 2003
MBA, BUSINESS
Georgia Southern University 1994 — 1999
BBA, PUBLIC ACCOUNTING
American Real Estate University
Real Estate, Real Estate
Assurant Solutions September 2014 - Present
Virtual Properties Realty August 2006 - Present
Invesco February 2013 - August 2014
Cox Media July 2012 - January 2013
Internal Revenue Service January 2008 - September 2010
AMERICAN TOWER CORPORATION November 2006 - August 2007
IKON Office Solutions August 2004 - August 2006
Morris & Raper Realtors July 2000 - June 2006
Earthlink October 2003 - August 2004
ILD TELECOMMUNICATIONS February 2001 - October 2003
Skills
Customer Service, Real Estate, Public Speaking, Microsoft Excel, Accounting, Account Management, Account Reconciliation, Entrepreneurship, E-Learning, Events, Foreclosures, General Ledger, Internet, Invoicing, Key Account Management, Microsoft Office, Multimedia, Negotiation, Social Networking, Office Management, Organization, Writing, Sales, Financial Reporting, Financial Analysis
Education
BECKER CPA REVIEW2009-2010 2009 — 2010
Accounting
KELLER GRADUATE MANAGEMENT SCHOOL 2000 — 2003
MBA, BUSINESS
Georgia Southern University 1994 — 1999
BBA, PUBLIC ACCOUNTING
American Real Estate University
Real Estate, Real Estate
Allie Hermann's Invesco Experience June 2013 - August 2013
Job Brand Specialist at Amazon
Industry Retail
Experience
Amazon April 2015 - Present
Target June 2014 - February 2015
AIESEC May 2013 - December 2013
Invesco June 2013 - August 2013
AIESEC February 2012 - May 2012
AIESEC September 2011 - February 2012
BMO Harris Bank June 2011 - August 2011
Skills
Intercultural..., Event Planning, Event Management, Teamwork, Leadership Development, Public Speaking, Microsoft Office, Social Media, Public Relations, PowerPoint, Microsoft Excel, French, Research, Strategy, Cross Functional Team..., SharePoint Designer
Education
University of Wisconsin-Madison 2010 — 2014
BBA, Finance, International Business
ESCP Europe 2013 — 2013
Amazon April 2015 - Present
Target June 2014 - February 2015
AIESEC May 2013 - December 2013
Invesco June 2013 - August 2013
AIESEC February 2012 - May 2012
AIESEC September 2011 - February 2012
BMO Harris Bank June 2011 - August 2011
Skills
Intercultural..., Event Planning, Event Management, Teamwork, Leadership Development, Public Speaking, Microsoft Office, Social Media, Public Relations, PowerPoint, Microsoft Excel, French, Research, Strategy, Cross Functional Team..., SharePoint Designer
Education
University of Wisconsin-Madison 2010 — 2014
BBA, Finance, International Business
ESCP Europe 2013 — 2013
Jacob Counter Jacob Counter's Invesco Experience September 2007 - September 2012
Job Strategic Thought Leader With Proven Track Record
Industry Financial Services
Experience
Invesco September 2007 - September 2012
RogersCasey March 2005 - September 2007
Mercer Investment Consulting March 2000 - March 2005
Invesco 1997 - 2000
Skills
Management, Product Marketing, Project Management, Business Development, Business Process..., RFP Generation, RFP Design, Financial Analysis, Investments, Competitive Analysis, Financial Reporting, Databases, Investment Consulting, Manage Client...
Education
Georgia Southern University 1992 — 1997
Bachelor of Business Administration
Invesco September 2007 - September 2012
RogersCasey March 2005 - September 2007
Mercer Investment Consulting March 2000 - March 2005
Invesco 1997 - 2000
Skills
Management, Product Marketing, Project Management, Business Development, Business Process..., RFP Generation, RFP Design, Financial Analysis, Investments, Competitive Analysis, Financial Reporting, Databases, Investment Consulting, Manage Client...
Education
Georgia Southern University 1992 — 1997
Bachelor of Business Administration
Carey Millikin Carey Millikin's Invesco Experience October 1999 - Present
Job Business Support Analyst at Invesco
Industry Investment Management
Experience
Invesco October 1999 - Present
Invesco September 1995 - October 1999
Invesco July 1990 - March 1995
SunTrust Bank August 1984 - July 1990
Skills
Microsoft Office 2007, Project Management, Organization, Data Mining
Education
Georgia State University
Associates of Science, Aviation Management
Invesco October 1999 - Present
Invesco September 1995 - October 1999
Invesco July 1990 - March 1995
SunTrust Bank August 1984 - July 1990
Skills
Microsoft Office 2007, Project Management, Organization, Data Mining
Education
Georgia State University
Associates of Science, Aviation Management
Albert Smothers, MBA, Ph.D. Albert Smothers, MBA, Ph.D.'s Invesco Experience May 2007 - November 2012
Job Director of Academic Affairs at University of Phoenix
Industry Higher Education
Experience
University of Phoenix June 2002 - Present
University of Phoenix January 2015 - Present
University of Phoenix November 2012 - January 2015
INVESCO May 2007 - November 2012
University of Phoenix September 2010 - August 2012
Edward Jones June 2006 - March 2007
AIM Investments September 2000 - June 2006
A.G. Edwards May 1998 - August 2000
Washington University School of Medicine 1996 - 1998
Washington University School of Medicine 1989 - 1996
Skills
Certified Advanced..., MPM ® Master Project..., Staff Development, Coaching, Management, Leadership Development, Leadership, Organizational..., Training, Public Speaking, Strategic Financial..., Performance Improvement, Strategic Planning, Team Building, Executive Coaching, Management Consulting, Instructional Design, Adult Education, Program Management, Operations Management, Budgets, Project Management, Proposal Writing, Marketing, Research, Interviews, Teaching, Sales, Grant Writing, E-Learning, Conflict Resolution, Workshop Facilitation, Higher Education, Resume Writing, Employee Training, Career Counseling, Policy, Fundraising, Program Development, Nonprofits, Government, Career Development, Admissions, Enrollment Management, Recruiting, Community Outreach, Distance Learning, Analysis, Student Financial Aid, Curriculum Development
Education
Capella University 2003 — 2008
PhD
Fontbonne University 1993 — 1995
MBA
Southern Illinois University, Edwardsville 1984 — 1991
BS
University of Phoenix June 2002 - Present
University of Phoenix January 2015 - Present
University of Phoenix November 2012 - January 2015
INVESCO May 2007 - November 2012
University of Phoenix September 2010 - August 2012
Edward Jones June 2006 - March 2007
AIM Investments September 2000 - June 2006
A.G. Edwards May 1998 - August 2000
Washington University School of Medicine 1996 - 1998
Washington University School of Medicine 1989 - 1996
Skills
Certified Advanced..., MPM ® Master Project..., Staff Development, Coaching, Management, Leadership Development, Leadership, Organizational..., Training, Public Speaking, Strategic Financial..., Performance Improvement, Strategic Planning, Team Building, Executive Coaching, Management Consulting, Instructional Design, Adult Education, Program Management, Operations Management, Budgets, Project Management, Proposal Writing, Marketing, Research, Interviews, Teaching, Sales, Grant Writing, E-Learning, Conflict Resolution, Workshop Facilitation, Higher Education, Resume Writing, Employee Training, Career Counseling, Policy, Fundraising, Program Development, Nonprofits, Government, Career Development, Admissions, Enrollment Management, Recruiting, Community Outreach, Distance Learning, Analysis, Student Financial Aid, Curriculum Development
Education
Capella University 2003 — 2008
PhD
Fontbonne University 1993 — 1995
MBA
Southern Illinois University, Edwardsville 1984 — 1991
BS
Angie Xi's Invesco Experience September 2012 - December 2012
Job Global Mobility Service Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP August 2013 - Present
Invesco September 2012 - December 2012
Georgia State University May 2012 - August 2012
IRS Vita January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Outlook, Accounting
Education
Georgia State University 2012 — 2013
Master's degree, Taxation
Georgia State University 2007 — 2009
Bachelor of Business Administration (BBA), Accounting
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP August 2013 - Present
Invesco September 2012 - December 2012
Georgia State University May 2012 - August 2012
IRS Vita January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Outlook, Accounting
Education
Georgia State University 2012 — 2013
Master's degree, Taxation
Georgia State University 2007 — 2009
Bachelor of Business Administration (BBA), Accounting
John M. Carr John M. Carr's Invesco Experience June 2000 - January 2006
Job Executive Vice President at WEDGE Capital Management LLP
Industry Investment Management
Experience
WEDGE Capital Management, LLP July 2011 - Present
Callan Associates January 2006 - June 2011
INVESCO June 2000 - January 2006
RidgeWorth Investments April 1998 - May 2000
Towers Watson April 1993 - April 1998
Skills
Financial Modeling, Hedge Funds, Investment Strategies, Alternative Investments, Portfolio Management, Management, Asset Allocation, Investments, CRM, Asset Managment
Education
Emory University 1989 — 1993
BBA, Finance
WEDGE Capital Management, LLP July 2011 - Present
Callan Associates January 2006 - June 2011
INVESCO June 2000 - January 2006
RidgeWorth Investments April 1998 - May 2000
Towers Watson April 1993 - April 1998
Skills
Financial Modeling, Hedge Funds, Investment Strategies, Alternative Investments, Portfolio Management, Management, Asset Allocation, Investments, CRM, Asset Managment
Education
Emory University 1989 — 1993
BBA, Finance
Phil Cecil Phil Cecil's Invesco Experience April 2001 - April 2008
Job General Counsel at McDonnell Investment Management
Industry Investment Management
Experience
McDonnell Investment Management May 2008 - Present
Invesco April 2001 - April 2008
Skills
Securities, Hedge Funds, Asset Managment, Mutual Funds, Securities Regulation, Investment Management, Fixed Income, FINRA, Investment Advisory, Alternative Investments, Equities, Investments, Mergers, Private Equity, Series 7, Portfolio Management, Due Diligence, Risk Management, Corporate Law, Asset Allocation, Bonds, Capital Markets
Education
DePaul University College of Law 1990 — 1993
JD
DePauw University 1986 — 1990
BA, Political Science
McDonnell Investment Management May 2008 - Present
Invesco April 2001 - April 2008
Skills
Securities, Hedge Funds, Asset Managment, Mutual Funds, Securities Regulation, Investment Management, Fixed Income, FINRA, Investment Advisory, Alternative Investments, Equities, Investments, Mergers, Private Equity, Series 7, Portfolio Management, Due Diligence, Risk Management, Corporate Law, Asset Allocation, Bonds, Capital Markets
Education
DePaul University College of Law 1990 — 1993
JD
DePauw University 1986 — 1990
BA, Political Science
David Settles David Settles's Invesco Experience January 1996 - July 2002
Job VP Business Development, SSgA Atlanta
Industry Investment Management
Experience
State Street Global Advisors June 2013 - Present
Wellington Management Co., LLP July 2002 - April 2012
Invesco January 1996 - July 2002
BankSouth (NationsBank/Bank of America) January 1990 - January 1996
Wheat First Securities January 1988 - January 1990
Salomon Brothers January 1985 - January 1987
Skills
Pension Funds, Defined Benefit, Defined Contribution, Capital Markets, Equities, Alternative Investments, Hedge Funds, Private Equity, Endowment Funds, Foundations, Fixed Income, Institutional..., Asset Allocation, Asset Management, Separately Managed...
Education
Georgia Southern University 1977 — 1982
BS - Communication
State Street Global Advisors June 2013 - Present
Wellington Management Co., LLP July 2002 - April 2012
Invesco January 1996 - July 2002
BankSouth (NationsBank/Bank of America) January 1990 - January 1996
Wheat First Securities January 1988 - January 1990
Salomon Brothers January 1985 - January 1987
Skills
Pension Funds, Defined Benefit, Defined Contribution, Capital Markets, Equities, Alternative Investments, Hedge Funds, Private Equity, Endowment Funds, Foundations, Fixed Income, Institutional..., Asset Allocation, Asset Management, Separately Managed...
Education
Georgia Southern University 1977 — 1982
BS - Communication
Alaina Totten Alaina Totten's Invesco Experience June 2013 - August 2013
Job Learning Center Tutor at Georgia College
Industry Financial Services
Experience
Georgia Institute of Technology August 2015 - Present
Georgia College August 2014 - May 2015
Talbots May 2014 - August 2014
Georgia College January 2014 - May 2014
Invesco June 2013 - August 2013
Studio Movie Grill June 2010 - January 2013
Skills
PowerPoint, Time Management, Teamwork, Social Media, Social Networking, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, Economics, Team Leadership
Education
Georgia College and State University 2011 — 2015
Bachelor of Science (BS), Economics, 4.0 Senior
Centennial High School 2007 — 2011
Georgia Institute of Technology
Doctor of Philosophy (Ph.D.), Economics
Georgia Institute of Technology August 2015 - Present
Georgia College August 2014 - May 2015
Talbots May 2014 - August 2014
Georgia College January 2014 - May 2014
Invesco June 2013 - August 2013
Studio Movie Grill June 2010 - January 2013
Skills
PowerPoint, Time Management, Teamwork, Social Media, Social Networking, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, Economics, Team Leadership
Education
Georgia College and State University 2011 — 2015
Bachelor of Science (BS), Economics, 4.0 Senior
Centennial High School 2007 — 2011
Georgia Institute of Technology
Doctor of Philosophy (Ph.D.), Economics
Beverly Lovejoy, MBA Beverly Lovejoy, MBA's Invesco Experience June 2000 - April 2004
Job
Industry Financial Services
Experience
RelayHealth February 2015 - Present
American Income Life Insurance Company September 2014 - January 2015
Robert Half Finance & Accounting July 2014 - September 2014
Dell Perot Systems June 2010 - July 2014
Georgia-Pacific LLC March 2010 - May 2010
Manheim September 2009 - December 2009
Deloitte Consulting January 2008 - March 2009
Invesco Ltd. April 2004 - January 2008
Invesco June 2000 - April 2004
INVESCO Capital Management 1998 - 2000
Skills
Forecasts/Budget..., Financial Management, KPI Performance Measures, Database Management, Contract Management, Portfolio Management, Managerial Finance, Financial Analysis, Database Admin, Business Process..., Budgets, Program Management, Forecasting, Analysis, Accounting, Access, Leadership, Data Analysis, Management, Process Improvement, Finance, Business Analysis
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
PMBA
Georgia State University 1995 — 2000
BBA
RelayHealth February 2015 - Present
American Income Life Insurance Company September 2014 - January 2015
Robert Half Finance & Accounting July 2014 - September 2014
Dell Perot Systems June 2010 - July 2014
Georgia-Pacific LLC March 2010 - May 2010
Manheim September 2009 - December 2009
Deloitte Consulting January 2008 - March 2009
Invesco Ltd. April 2004 - January 2008
Invesco June 2000 - April 2004
INVESCO Capital Management 1998 - 2000
Skills
Forecasts/Budget..., Financial Management, KPI Performance Measures, Database Management, Contract Management, Portfolio Management, Managerial Finance, Financial Analysis, Database Admin, Business Process..., Budgets, Program Management, Forecasting, Analysis, Accounting, Access, Leadership, Data Analysis, Management, Process Improvement, Finance, Business Analysis
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
PMBA
Georgia State University 1995 — 2000
BBA
Heidi Basarab's Invesco Experience June 2001 - December 2003
Job Writer/Editor
Industry Writing and Editing
Experience
Jhana October 2012 - Present
Public Advocates March 2011 - October 2012
American Humane Association June 2007 - November 2010
Policy Studies Inc January 2004 - October 2006
INVESCO June 2001 - December 2003
Founders Asset Management January 2000 - May 2001
Skills
Editing, Proofreading, Newsletters, Blogging, Copy Editing, Web Content, Marketing Copy, Writing, Press Releases, Non-profits, Copywriting, Social Media, Corporate Communications, Fundraising, Research, Marketing Communications, Brochures, Proposal Writing, Content Management, Email Marketing, Teaching Writing, Web Content Management, Interviews, Technical Writing, Creative Writing, Speech Writing, Wordpress, Collateral, Annual Reports, Ap Style, Chicago Manual, English grammar, Direct Mail, Content Strategy, SEO, Print Production Process, Email Strategy, Corporate Blogging, Strategic Communications, Publicity, Journalism, Interactive Media, Twitter, Online Research, Magazines, Internal Communications, Content Development, Nonprofits
Education
Colorado State University
MFA, Creative Writing
Simmons College
BA, English
Jhana October 2012 - Present
Public Advocates March 2011 - October 2012
American Humane Association June 2007 - November 2010
Policy Studies Inc January 2004 - October 2006
INVESCO June 2001 - December 2003
Founders Asset Management January 2000 - May 2001
Skills
Editing, Proofreading, Newsletters, Blogging, Copy Editing, Web Content, Marketing Copy, Writing, Press Releases, Non-profits, Copywriting, Social Media, Corporate Communications, Fundraising, Research, Marketing Communications, Brochures, Proposal Writing, Content Management, Email Marketing, Teaching Writing, Web Content Management, Interviews, Technical Writing, Creative Writing, Speech Writing, Wordpress, Collateral, Annual Reports, Ap Style, Chicago Manual, English grammar, Direct Mail, Content Strategy, SEO, Print Production Process, Email Strategy, Corporate Blogging, Strategic Communications, Publicity, Journalism, Interactive Media, Twitter, Online Research, Magazines, Internal Communications, Content Development, Nonprofits
Education
Colorado State University
MFA, Creative Writing
Simmons College
BA, English
Scott Bunker Scott Bunker's Invesco Experience 1992 - 1997
Job Freshman Girls Volleyball Coach at Douglas County High School
Industry Telecommunications
Experience
Douglas County School District August 2015 - Present
CenturyLink April 2002 - Present
No Limits Volleyball 2011 - July 2015
Sapphire Pointe HOA July 2009 - September 2012
New Global Telecom 1999 - 2000
Excel Computer Consulting Inc 1997 - 1999
INVESCO 1992 - 1997
Great-West Life 1991 - 1992
Skills
Software Development, SQL, SDLC, Business Analysis, Databases, Oracle, Database Design, Visio, Solaris, Performance Tuning, Agile Methodologies, Unix, Shell Scripting, PL/SQL, Oracle Pro*C, Data Warehousing, Joomla, Informatica, Toad, SQL Tuning, Unix Shell Scripting, Data Modeling, ETL
Education
Colorado State University 1986 — 1991
BS, Computer Science
Douglas County School District August 2015 - Present
CenturyLink April 2002 - Present
No Limits Volleyball 2011 - July 2015
Sapphire Pointe HOA July 2009 - September 2012
New Global Telecom 1999 - 2000
Excel Computer Consulting Inc 1997 - 1999
INVESCO 1992 - 1997
Great-West Life 1991 - 1992
Skills
Software Development, SQL, SDLC, Business Analysis, Databases, Oracle, Database Design, Visio, Solaris, Performance Tuning, Agile Methodologies, Unix, Shell Scripting, PL/SQL, Oracle Pro*C, Data Warehousing, Joomla, Informatica, Toad, SQL Tuning, Unix Shell Scripting, Data Modeling, ETL
Education
Colorado State University 1986 — 1991
BS, Computer Science
Ken Kaminski's Invesco Experience March 1998 - April 2010
Job Principal
Industry Commercial Real Estate
Experience
Marinus Asset Management June 2010 - Present
United Realty Advisors LP April 2013 - April 2014
Invesco March 1998 - April 2010
Mutual of New York (MONY) March 1989 - March 1998
Skills
Real Estate Private..., Pension Funds, Endowments, Institutional Investors, Separately Managed..., Real Estate Development, Asset Management, Asset Managment, Institutional..., Portfolio Management, Due Diligence, Real Estate Due..., Real Estate, Commercial Real Estate, Disposition, Valuation, Real Estate Transactions, Investment Properties, Acquisitions, Real Estate Economics, Brokerage, Corporate Real Estate, Leases, Investments, Finance, Real Estate Financing, Capital Markets, Property, Alternative Investments, Landlords, Tenant, Private Equity, Lease Negotiations, Location Intelligence, Investment Strategies, Investment Management, Joint Ventures, Lease Administration, Financial Structuring, Property Management, Shopping Centers, Financial Modeling, Dispositions
Education
Eastern Illinois University
Bachelors, Management
Monterey Institute of International Studies, Fisher Graduate School of International Business
certificate, Russian
The University of Dallas
Masters of Business Administration MBA, Business Administration, Management and Operations
United States Air Force
Intelligence/Linguistics, Russian
Marinus Asset Management June 2010 - Present
United Realty Advisors LP April 2013 - April 2014
Invesco March 1998 - April 2010
Mutual of New York (MONY) March 1989 - March 1998
Skills
Real Estate Private..., Pension Funds, Endowments, Institutional Investors, Separately Managed..., Real Estate Development, Asset Management, Asset Managment, Institutional..., Portfolio Management, Due Diligence, Real Estate Due..., Real Estate, Commercial Real Estate, Disposition, Valuation, Real Estate Transactions, Investment Properties, Acquisitions, Real Estate Economics, Brokerage, Corporate Real Estate, Leases, Investments, Finance, Real Estate Financing, Capital Markets, Property, Alternative Investments, Landlords, Tenant, Private Equity, Lease Negotiations, Location Intelligence, Investment Strategies, Investment Management, Joint Ventures, Lease Administration, Financial Structuring, Property Management, Shopping Centers, Financial Modeling, Dispositions
Education
Eastern Illinois University
Bachelors, Management
Monterey Institute of International Studies, Fisher Graduate School of International Business
certificate, Russian
The University of Dallas
Masters of Business Administration MBA, Business Administration, Management and Operations
United States Air Force
Intelligence/Linguistics, Russian
Kunlin Meng Kunlin Meng's Invesco Experience May 2012 - December 2012
Job AVP Model Risk Management
Industry Banking
Experience
HSBC June 2015 - Present
Citi July 2013 - May 2015
Invesco May 2012 - December 2012
Georgia Institute of Technology August 2011 - December 2012
Guotai Junan Securities Co., Ltd February 2011 - March 2011
Skills
SAS, R, Quantitative Finance, Fixed Income, Bloomberg, Microsoft Excel, VBA
Education
Georgia Institute of Technology 2011 — 2013
Master's degree, Quantitative & Computational Finance
Xiamen University 2007 — 2011
Bachelor's degree, Financial Engineering, GPA 86/100; GRE 1510
HSBC June 2015 - Present
Citi July 2013 - May 2015
Invesco May 2012 - December 2012
Georgia Institute of Technology August 2011 - December 2012
Guotai Junan Securities Co., Ltd February 2011 - March 2011
Skills
SAS, R, Quantitative Finance, Fixed Income, Bloomberg, Microsoft Excel, VBA
Education
Georgia Institute of Technology 2011 — 2013
Master's degree, Quantitative & Computational Finance
Xiamen University 2007 — 2011
Bachelor's degree, Financial Engineering, GPA 86/100; GRE 1510
Justin Faull Justin Faull's Invesco Experience 2000 - 2002
Job Marketing Solutions, Iron Mountain
Industry Marketing and Advertising
Experience
Iron Mountain 2012 - Present
RR Donnelley 2004 - 2012
Walden Automotive Group 2002 - 2004
Invesco 2000 - 2002
Skills
Multi-Touch Marketing, Fortune 500, Consultative Selling, Complex Sales, Closing Deals, Strategic Sales..., Business Strategy, Advanced Sales Cycle..., Solution Selling, Technology Solutions, Marketing, Sales, New Client Prospecting, Selling, Moxy, Relationship Management, Deal Closure, Product Development, CRM, Lead Generation, B2B, Sales Management, Management, Leadership, Strategy, Direct Marketing, Online Advertising, Customer Service, Marketing Communications, Training, Team Building, New Business Development, Strategic Planning, Business Planning, Forecasting, Project Management, Business Development, Salesforce.com, P&L Management, Sales Process, Direct Sales, Customer Satisfaction, Cold Calling, Sales Operations, Strategic Partnerships, Sales Presentations, Integration, Project Planning, Key Account Management, Competitive Analysis
Education
DePaul University
B.A., Political Science - Minor Studies - Business and Marketing Communications
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA Studies
Iron Mountain 2012 - Present
RR Donnelley 2004 - 2012
Walden Automotive Group 2002 - 2004
Invesco 2000 - 2002
Skills
Multi-Touch Marketing, Fortune 500, Consultative Selling, Complex Sales, Closing Deals, Strategic Sales..., Business Strategy, Advanced Sales Cycle..., Solution Selling, Technology Solutions, Marketing, Sales, New Client Prospecting, Selling, Moxy, Relationship Management, Deal Closure, Product Development, CRM, Lead Generation, B2B, Sales Management, Management, Leadership, Strategy, Direct Marketing, Online Advertising, Customer Service, Marketing Communications, Training, Team Building, New Business Development, Strategic Planning, Business Planning, Forecasting, Project Management, Business Development, Salesforce.com, P&L Management, Sales Process, Direct Sales, Customer Satisfaction, Cold Calling, Sales Operations, Strategic Partnerships, Sales Presentations, Integration, Project Planning, Key Account Management, Competitive Analysis
Education
DePaul University
B.A., Political Science - Minor Studies - Business and Marketing Communications
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA Studies
Peggy Segal Peggy Segal's Invesco Experience 1992 - 2000
Job Director, PreBusiness Program at Hunter College
Industry Education Management
Experience
Hunter College 2015 - Present
ModernGuild 2014 - 2015
Discover Digital Group 2012 - 2013
Baruch College 2007 - 2008
Invesco 1992 - 2000
Skills
Private Equity, Venture Capital, Healthcare, Wellness, Education, Career Counseling, Innovation Consulting
Education
Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Harvard College 1979 — 1983
Bachelor of Arts (BA), Government
The Brearley School
High School
Hunter College 2015 - Present
ModernGuild 2014 - 2015
Discover Digital Group 2012 - 2013
Baruch College 2007 - 2008
Invesco 1992 - 2000
Skills
Private Equity, Venture Capital, Healthcare, Wellness, Education, Career Counseling, Innovation Consulting
Education
Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Harvard College 1979 — 1983
Bachelor of Arts (BA), Government
The Brearley School
High School
Derek Webb Derek Webb's Invesco Experience 1992 - 2000
Job CEO at Webb Asset Management
Industry Investment Management
Experience
Webb Asset Management Canada, Inc. 2006 - 2012
CI Investments Inc. – Canada’s Investment Company 2000 - 2004
Invesco 1992 - 2000
Citi 1989 - 1991
Trust Company of the West 1987 - 1989
Salomon Brothers 1986 - 1988
Brown Brothers Harriman 1983 - 1986
Skills
Start-ups, Mergers, Business Strategy, Strategic Planning, Alternative Investments, Business Planning, Portfolio Management, Inventory Management, Management, Partner Management, Marketing, Regulatory Affairs, Finance, Quantitative, Fundamental Analysis, Public Speaking, Television
Education
Wharton Business School 1990 — 1992
MBA, Finance
Dartmouth College 1978 — 1983
AB, Economics & History
Webb Asset Management Canada, Inc. 2006 - 2012
CI Investments Inc. – Canada’s Investment Company 2000 - 2004
Invesco 1992 - 2000
Citi 1989 - 1991
Trust Company of the West 1987 - 1989
Salomon Brothers 1986 - 1988
Brown Brothers Harriman 1983 - 1986
Skills
Start-ups, Mergers, Business Strategy, Strategic Planning, Alternative Investments, Business Planning, Portfolio Management, Inventory Management, Management, Partner Management, Marketing, Regulatory Affairs, Finance, Quantitative, Fundamental Analysis, Public Speaking, Television
Education
Wharton Business School 1990 — 1992
MBA, Finance
Dartmouth College 1978 — 1983
AB, Economics & History
Eric Reinhardt Eric Reinhardt's Invesco Experience March 2013 - August 2014
Job Associate Intermediary Sales at Diamond Hill Capital Management
Industry Investment Management
Experience
Diamond Hill Capital Management, Inc. September 2014 - Present
Invesco March 2013 - August 2014
New Horizons CLC January 2011 - March 2013
Insphere Insurance Solutions 2010 - 2011
Nationwide Insurance June 2009 - August 2009
Skills
Microsoft Office, Customer Service, Insurance, Sales, Cold Calling, Account Management, Sales Process, Direct Sales, New Business Development, Health Insurance, Strategic Planning, Building Relationships, Event Planning, Team Leadership, Lead Generation, Strategic Partnerships, CRM, Selling, Business Development, Sales Operations
Education
Georgetown University 2006 — 2010
B.S., Management
Diamond Hill Capital Management, Inc. September 2014 - Present
Invesco March 2013 - August 2014
New Horizons CLC January 2011 - March 2013
Insphere Insurance Solutions 2010 - 2011
Nationwide Insurance June 2009 - August 2009
Skills
Microsoft Office, Customer Service, Insurance, Sales, Cold Calling, Account Management, Sales Process, Direct Sales, New Business Development, Health Insurance, Strategic Planning, Building Relationships, Event Planning, Team Leadership, Lead Generation, Strategic Partnerships, CRM, Selling, Business Development, Sales Operations
Education
Georgetown University 2006 — 2010
B.S., Management
Lisa Marie Bridges's Invesco Experience 1999 - 2006
Job Ron Carter Cadillac Certified Technology and Delivery Specialist
Industry Automotive
Experience
Ron Carter Auto Group April 2014 - Present
David Taylor Cadillac November 2013 - April 2014
Ron Carter Auto Group August 2012 - September 2012
American National Insurance July 2008 - June 2012
American National Insurance May 2006 - July 2008
Invesco 1999 - 2006
Skills
Customer Service, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Satisfaction, Insurance, Analysis, Fixed Annuities, Call Centers, Marketing Communications, Automotive Aftermarket, Automotive Performance..., Mutual Funds, Access, Data Analysis, Leadership, Training, Team Building, Software Documentation, Inventory Management, Teamwork, Team Leadership, Data Entry, Marketing, Automotive, Management, Sales, Time Management, Public Speaking, Retail, Operations Management, Vehicles, Customer Retention, Forecasting, Budgets, Negotiation, Parts, Process Improvement, Account Management, Coaching, Sales Operations, Series 6, Sales Process, Pricing, Sales Management, Profit, Automobile, Dealer Management, Business Planning
Education
Alvin Community College 2012 — 2014
Management Development, Business Administration and Management, General, Credit hours: 18
County College of Morris 1987 — 1998
Business Administration Curriculum, Credit hours: 7
Concordia College-New York 1983 — 1994
Liberal Arts and Sciences, General Studies and Humanities
Huntington High School, Huntington NY 1979 — 1983
Ron Carter Auto Group April 2014 - Present
David Taylor Cadillac November 2013 - April 2014
Ron Carter Auto Group August 2012 - September 2012
American National Insurance July 2008 - June 2012
American National Insurance May 2006 - July 2008
Invesco 1999 - 2006
Skills
Customer Service, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Satisfaction, Insurance, Analysis, Fixed Annuities, Call Centers, Marketing Communications, Automotive Aftermarket, Automotive Performance..., Mutual Funds, Access, Data Analysis, Leadership, Training, Team Building, Software Documentation, Inventory Management, Teamwork, Team Leadership, Data Entry, Marketing, Automotive, Management, Sales, Time Management, Public Speaking, Retail, Operations Management, Vehicles, Customer Retention, Forecasting, Budgets, Negotiation, Parts, Process Improvement, Account Management, Coaching, Sales Operations, Series 6, Sales Process, Pricing, Sales Management, Profit, Automobile, Dealer Management, Business Planning
Education
Alvin Community College 2012 — 2014
Management Development, Business Administration and Management, General, Credit hours: 18
County College of Morris 1987 — 1998
Business Administration Curriculum, Credit hours: 7
Concordia College-New York 1983 — 1994
Liberal Arts and Sciences, General Studies and Humanities
Huntington High School, Huntington NY 1979 — 1983
Joy Janku Joy Janku's Invesco Experience January 2013 - March 2013
Job Student at Georgia Institute of Technology
Industry Medical Devices
Experience
Halyard Health January 2015 - May 2015
Remington Medical Inc. January 2014 - May 2014
VU medisch centrum June 2013 - August 2013
Invesco January 2013 - March 2013
Georgia Tech Alumni Association 2012 - 2013
Skills
Solidworks, Matlab, ISO 13485, 21 CFR 820, Minitab, Human Factors, SPSS, Microsoft Office, Data Analysis, Research, Teamwork, Customer Service, PowerPoint, Public Speaking, SolidWorks, Microsoft Word, Engineering, Python, Social Media, Microsoft Excel
Education
Georgia Institute of Technology 2011 — 2016
Bachelor of Science (BS), Major: Biomedical Engineering, Minor: Industrial Design
Halyard Health January 2015 - May 2015
Remington Medical Inc. January 2014 - May 2014
VU medisch centrum June 2013 - August 2013
Invesco January 2013 - March 2013
Georgia Tech Alumni Association 2012 - 2013
Skills
Solidworks, Matlab, ISO 13485, 21 CFR 820, Minitab, Human Factors, SPSS, Microsoft Office, Data Analysis, Research, Teamwork, Customer Service, PowerPoint, Public Speaking, SolidWorks, Microsoft Word, Engineering, Python, Social Media, Microsoft Excel
Education
Georgia Institute of Technology 2011 — 2016
Bachelor of Science (BS), Major: Biomedical Engineering, Minor: Industrial Design
Conor McNulty Conor McNulty's Invesco Experience June 2013 - August 2013
Job Analyst at Deloitte
Industry Higher Education
Experience
Deloitte August 2014 - Present
Georgetown University September 2013 - May 2014
Students of Georgetown, Inc. March 2013 - March 2014
Invesco June 2013 - August 2013
Students of Georgetown, Inc. March 2012 - March 2013
sweetgreen June 2012 - August 2012
Students of Georgetown, Inc. April 2011 - March 2012
Skills
Non-profits, Event Planning, Spanish, Public Speaking, Research, Nonprofits, Strategic Planning, Leadership, Management, Team Leadership, Analysis, Fundraising
Education
Georgetown University 2010 — 2014
B.A., Economics, Mathematics
Deloitte August 2014 - Present
Georgetown University September 2013 - May 2014
Students of Georgetown, Inc. March 2013 - March 2014
Invesco June 2013 - August 2013
Students of Georgetown, Inc. March 2012 - March 2013
sweetgreen June 2012 - August 2012
Students of Georgetown, Inc. April 2011 - March 2012
Skills
Non-profits, Event Planning, Spanish, Public Speaking, Research, Nonprofits, Strategic Planning, Leadership, Management, Team Leadership, Analysis, Fundraising
Education
Georgetown University 2010 — 2014
B.A., Economics, Mathematics
Robert Thomann Robert Thomann's Invesco Experience March 1999 - January 2013
Job Senior Vice President
Industry Financial Services
Experience
Reliance Trust Company January 2013 - Present
Invesco March 1999 - January 2013
Smith Barney Trust Company January 1986 - January 1998
Skills
Retirement Services, Asset Management, Hedge Funds, Mutual Funds, Asset Allocation, Alternative Investments, Vendor Management, Fixed Income, Collective Trust Funds, Stable Value, Retirement, Investments, Investment Management, Risk Management, Retirement Planning, Mergers & Acquisitions, Finance, Institutional..., Fund Of Funds, Defined Benefit, Financial Services, Securities, Equities
Education
Fairleigh Dickinson University
MBA
Reliance Trust Company January 2013 - Present
Invesco March 1999 - January 2013
Smith Barney Trust Company January 1986 - January 1998
Skills
Retirement Services, Asset Management, Hedge Funds, Mutual Funds, Asset Allocation, Alternative Investments, Vendor Management, Fixed Income, Collective Trust Funds, Stable Value, Retirement, Investments, Investment Management, Risk Management, Retirement Planning, Mergers & Acquisitions, Finance, Institutional..., Fund Of Funds, Defined Benefit, Financial Services, Securities, Equities
Education
Fairleigh Dickinson University
MBA
Steven McGinty Steven McGinty's Invesco Experience 1998 - 2006
Job AVA Wealth ManagementPresident
Industry Financial Services
Experience
AVA Wealth Management September 2010 - Present
Independent Investment Advisory Firm 2007 - 2010
INVESCO 1998 - 2006
Chicago Board of Trade 1995 - 1998
Bankers Trust Company-New York 1993 - 1995
Education
Emory University - Goizueta Business School 2001 — 2002
MBA
Vanderbilt University 1989 — 1993
BA
AVA Wealth Management September 2010 - Present
Independent Investment Advisory Firm 2007 - 2010
INVESCO 1998 - 2006
Chicago Board of Trade 1995 - 1998
Bankers Trust Company-New York 1993 - 1995
Education
Emory University - Goizueta Business School 2001 — 2002
MBA
Vanderbilt University 1989 — 1993
BA
Marcelia Freeman's Invesco Experience January 2013 - May 2015
Job Private Equity Business Development Professional
Industry Financial Services
Experience
EIG Global Energy Partners May 2015 - Present
Florida A&M University Foundation, Inc January 2015 - Present
Invesco January 2013 - May 2015
Invesco Ltd. August 2011 - December 2012
Invesco Ltd. August 2010 - August 2011
Global Impact Investing Network June 2009 - August 2009
Office of Congressman Charlie Rangel June 2009 - August 2009
JPMorgan Chase January 2008 - July 2008
JPMorgan Chase August 2006 - January 2008
JPMorgan Chase July 2005 - July 2006
Skills
Alternative Investments, Analysis, Asset Management, Entrepreneurship, Financial Analysis, Financial Modeling, Financial Services, Fund Of Funds, Investment Management, Investments, Investor Relations, Marketing Strategy, Mergers, Portfolio Management, Private Equity, Product Management, Sales, Strategy, Valuation
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
Florida Agricultural and Mechanical University 2000 — 2005
BA, MBA, Finance
LAMP
EIG Global Energy Partners May 2015 - Present
Florida A&M University Foundation, Inc January 2015 - Present
Invesco January 2013 - May 2015
Invesco Ltd. August 2011 - December 2012
Invesco Ltd. August 2010 - August 2011
Global Impact Investing Network June 2009 - August 2009
Office of Congressman Charlie Rangel June 2009 - August 2009
JPMorgan Chase January 2008 - July 2008
JPMorgan Chase August 2006 - January 2008
JPMorgan Chase July 2005 - July 2006
Skills
Alternative Investments, Analysis, Asset Management, Entrepreneurship, Financial Analysis, Financial Modeling, Financial Services, Fund Of Funds, Investment Management, Investments, Investor Relations, Marketing Strategy, Mergers, Portfolio Management, Private Equity, Product Management, Sales, Strategy, Valuation
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
Florida Agricultural and Mechanical University 2000 — 2005
BA, MBA, Finance
LAMP
Jason Trujillo Jason Trujillo's Invesco Experience November 2013 - Present
Job
Industry Investment Management
Experience
Invesco November 2013 - Present
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA, Finance
North Carolina State University - College of Management 2001 — 2002
BS, Finance
Invesco November 2013 - Present
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA, Finance
North Carolina State University - College of Management 2001 — 2002
BS, Finance
Todd A. Fitts, CFA Todd A. Fitts, CFA's Invesco Experience October 1998 - December 2002
Job Investor & Founder of Improv'eat (Home of The Pure Wraps)
Industry Investment Management
Experience
Improv'eat, LLC October 2006 - Present
Artisan Partners February 2003 - October 2006
INVESCO October 1998 - December 2002
Skills
Visioneering, Game Theory Analysis, Natural Capitalism, Management, Portfolio Management, Strategic Planning, Investments, Entrepreneurship, Strategy, CRM, Leveraged Finance, Alternative Investments, Analysis, Sales, Competitive Analysis, Selling, Finance, Leadership, Marketing, Start-ups
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA
Truman State University 1989 — 1993
BSBA, Finance, 3.63
Improv'eat, LLC October 2006 - Present
Artisan Partners February 2003 - October 2006
INVESCO October 1998 - December 2002
Skills
Visioneering, Game Theory Analysis, Natural Capitalism, Management, Portfolio Management, Strategic Planning, Investments, Entrepreneurship, Strategy, CRM, Leveraged Finance, Alternative Investments, Analysis, Sales, Competitive Analysis, Selling, Finance, Leadership, Marketing, Start-ups
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA
Truman State University 1989 — 1993
BSBA, Finance, 3.63
Keith Riley's Invesco Experience January 2014 - Present
Job Principal at Invesco Ltd.
Industry Financial Services
Experience
Invesco January 2014 - Present
Bank of America November 1990 - September 2013
AT&T July 1984 - November 1990
Skills
Risk Management, Mergers, Process Improvement, Six Sigma, Portfolio Management, Process Engineering, Change Management, Program Management, IT Management, Cross-functional Team..., Integration, IT Strategy, ITIL, Vendor Management, Project Portfolio..., Business Analysis, SDLC, PMO, PMP, Banking, Enterprise Architecture, Thought Leadership, Agile Methodologies, Project Management, Service Delivery, Cloud Computing, Cloud Applications, Social Media Marketing, Storage Virtualization, SAP ERP, SOA, Enterprise Risk..., Network Security, Global Sourcing, Global Operations, Talent Management
Education
Georgia Institute of Technology 1980 — 1984
BS, Information Systems
The Baylor School 1974 — 1980
Invesco January 2014 - Present
Bank of America November 1990 - September 2013
AT&T July 1984 - November 1990
Skills
Risk Management, Mergers, Process Improvement, Six Sigma, Portfolio Management, Process Engineering, Change Management, Program Management, IT Management, Cross-functional Team..., Integration, IT Strategy, ITIL, Vendor Management, Project Portfolio..., Business Analysis, SDLC, PMO, PMP, Banking, Enterprise Architecture, Thought Leadership, Agile Methodologies, Project Management, Service Delivery, Cloud Computing, Cloud Applications, Social Media Marketing, Storage Virtualization, SAP ERP, SOA, Enterprise Risk..., Network Security, Global Sourcing, Global Operations, Talent Management
Education
Georgia Institute of Technology 1980 — 1984
BS, Information Systems
The Baylor School 1974 — 1980
Thomas Vaughn Thomas Vaughn's Invesco Experience 2005 - December 2010
Job Senior Vice President, Business Development at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management December 2010 - Present
INVESCO 2005 - December 2010
Provident Investment Counsel 1998 - 2005
Alliance Capital 1997 - 1998
Comdisco 1988 - 1993
Xerox 1980 - 1988
Skills
Series 7, Series 6, Series 65
Education
Fairfield University 1976 — 1980
Bachelor's Degree, Marketing
GHS
Voya Investment Management December 2010 - Present
INVESCO 2005 - December 2010
Provident Investment Counsel 1998 - 2005
Alliance Capital 1997 - 1998
Comdisco 1988 - 1993
Xerox 1980 - 1988
Skills
Series 7, Series 6, Series 65
Education
Fairfield University 1976 — 1980
Bachelor's Degree, Marketing
GHS
Jonathan Peckham Jonathan Peckham's Invesco Experience 2001 - 2004
Job Head of US Product and Market Research at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. January 2009 - Present
Invesco Ltd. 2004 - 2009
Invesco 2001 - 2004
AMVESCAP 2000 - 2001
Greenwich Associates 1993 - 1998
Skills
Competitive Analysis, Business Strategy, Market Research, Investment Management, Alternative Investments, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Georgetown University 1988 — 1992
BA, Economics
Invesco Ltd. January 2009 - Present
Invesco Ltd. 2004 - 2009
Invesco 2001 - 2004
AMVESCAP 2000 - 2001
Greenwich Associates 1993 - 1998
Skills
Competitive Analysis, Business Strategy, Market Research, Investment Management, Alternative Investments, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Georgetown University 1988 — 1992
BA, Economics
John Hess, CFA John Hess, CFA's Invesco Experience 1993 - 1995
Job Institiutional investment research on demand
Industry Investment Management
Experience
Hess Enterprises June 2012 - Present
LCG Associates June 2009 - December 2011
Aon Investment Consulting January 2005 - April 2009
Aon Investment Consulting 2002 - 2004
Aon Investment Consulting 1999 - 2002
Aon 1995 - 1998
INVESCO 1993 - 1995
Towers Perrin 1990 - 1993
Allied Group Insurance Services 1989 - 1989
Ashford International 1987 - 1988
Skills
Due Diligence, Investments, Asset Allocation, Portfolio Management, Asset Managment, Equity Research, Pension Funds, Investment Strategies, Equities, Financial Modeling, Valuation, Retirement Planning, Fixed Income, Mutual Funds, Financial Analysis, Risk Management, Pensions
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1987
MBA
ESCP Europe 1986 — 1986
MS
Georgia Institute of Technology 1979 — 1983
Bachelor of Science (BSc)
Galloway 1975 — 1979
High school diploma
Hess Enterprises June 2012 - Present
LCG Associates June 2009 - December 2011
Aon Investment Consulting January 2005 - April 2009
Aon Investment Consulting 2002 - 2004
Aon Investment Consulting 1999 - 2002
Aon 1995 - 1998
INVESCO 1993 - 1995
Towers Perrin 1990 - 1993
Allied Group Insurance Services 1989 - 1989
Ashford International 1987 - 1988
Skills
Due Diligence, Investments, Asset Allocation, Portfolio Management, Asset Managment, Equity Research, Pension Funds, Investment Strategies, Equities, Financial Modeling, Valuation, Retirement Planning, Fixed Income, Mutual Funds, Financial Analysis, Risk Management, Pensions
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1987
MBA
ESCP Europe 1986 — 1986
MS
Georgia Institute of Technology 1979 — 1983
Bachelor of Science (BSc)
Galloway 1975 — 1979
High school diploma
Jyoti Belwal(Maindoliya), MBA Jyoti Belwal(Maindoliya), MBA's Invesco Experience April 2012 - Present
Job Advanced IT Business Analyst
Industry Investment Management
Experience
Invesco Ltd. March 2015 - Present
Invesco April 2012 - Present
EPCON International, Inc. November 2008 - March 2012
EXL Service November 2003 - October 2007
Skills
HRIS, Employee Engagement, Performance Management, HR Policies, Payroll, Compliance, Oracle E-Business Suite, employee retention, C#, .NET, Java, ASP.NET, ADO.NET, Quickbooks, C++, Visual Basic, Client Relationship..., Client Services, SaaS, Training, CRM, Management, Human Resources
Education
University of Houston, Victoria 2011 — 2014
MS - Computer Information Systems, Computer Science
Symbiosis, Pune 2003 — 2005
MBA, Business Administration, Management and Operations
Delhi University 2000 — 2003
Bachelor of Science, Physics, Chemistry and Mathematics
Kendriya Vidyalaya 1999 — 2000
High School, Science, Mathematics & Computer Science
Invesco Ltd. March 2015 - Present
Invesco April 2012 - Present
EPCON International, Inc. November 2008 - March 2012
EXL Service November 2003 - October 2007
Skills
HRIS, Employee Engagement, Performance Management, HR Policies, Payroll, Compliance, Oracle E-Business Suite, employee retention, C#, .NET, Java, ASP.NET, ADO.NET, Quickbooks, C++, Visual Basic, Client Relationship..., Client Services, SaaS, Training, CRM, Management, Human Resources
Education
University of Houston, Victoria 2011 — 2014
MS - Computer Information Systems, Computer Science
Symbiosis, Pune 2003 — 2005
MBA, Business Administration, Management and Operations
Delhi University 2000 — 2003
Bachelor of Science, Physics, Chemistry and Mathematics
Kendriya Vidyalaya 1999 — 2000
High School, Science, Mathematics & Computer Science
Sean McPartlan Sean McPartlan's Invesco Experience June 2013 - August 2013
Job Financial Analyst at Delta Air Lines
Industry Financial Services
Experience
Delta Air Lines June 2014 - Present
Scheller College of Business December 2010 - May 2014
Invesco June 2013 - August 2013
Federal Home Loan Bank of Atlanta June 2012 - August 2012
Georgia Tech Executive Education December 2010 - May 2011
Liberty Tax Service December 2009 - April 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Management, Customer Service, Public Speaking
Education
Georgia Institute of Technology 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
Kennesaw Mountain High School 2006 — 2010
Delta Air Lines June 2014 - Present
Scheller College of Business December 2010 - May 2014
Invesco June 2013 - August 2013
Federal Home Loan Bank of Atlanta June 2012 - August 2012
Georgia Tech Executive Education December 2010 - May 2011
Liberty Tax Service December 2009 - April 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Management, Customer Service, Public Speaking
Education
Georgia Institute of Technology 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
Kennesaw Mountain High School 2006 — 2010
Yuyang (Ethan) Guo Yuyang (Ethan) Guo's Invesco Experience May 2015 - Present
Job Alternative Investment Risk Intern Analyst at Invesco
Industry Financial Services
Experience
Invesco May 2015 - Present
Columbia University in the City of New York January 2015 - May 2015
GE August 2013 - November 2013
Deutsche Bank July 2013 - August 2013
Peking University August 2012 - August 2012
Morgan Stanley Huaxin Securities May 2012 - June 2012
Skills
Quantitative Finance, Corporate Finance, Financial Analysis, Microsoft Office, Risk Management, C++, Matlab, Due Diligence, VBA, Financial Modeling, Bloomberg, Quantitative Investment..., R, Finance
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (MS), Financial Engineering
Peking University 2010 — 2014
Bachelor of Arts (BA), Finance, General
Peking University 2012 — 2014
Bachelor of Science (BS), Statistics
The Chinese University of Hong Kong 2011 — 2012
Study Abroad (non-degree), Finance, General, 3.9/4.0
Invesco May 2015 - Present
Columbia University in the City of New York January 2015 - May 2015
GE August 2013 - November 2013
Deutsche Bank July 2013 - August 2013
Peking University August 2012 - August 2012
Morgan Stanley Huaxin Securities May 2012 - June 2012
Skills
Quantitative Finance, Corporate Finance, Financial Analysis, Microsoft Office, Risk Management, C++, Matlab, Due Diligence, VBA, Financial Modeling, Bloomberg, Quantitative Investment..., R, Finance
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (MS), Financial Engineering
Peking University 2010 — 2014
Bachelor of Arts (BA), Finance, General
Peking University 2012 — 2014
Bachelor of Science (BS), Statistics
The Chinese University of Hong Kong 2011 — 2012
Study Abroad (non-degree), Finance, General, 3.9/4.0
Betsy Barker Betsy Barker's Invesco Experience 1990 - 1993
Job Sr. Software Systems Engineer at Large Financial Services Company
Industry Financial Services
Experience
Large Insurance Company November 2010 - Present
My Own November 2008 - November 2010
CCT Computer and Communications Technologies August 2006 - October 2010
Japan Communications Inc. August 2006 - October 2010
Colorado Hospital Association 2003 - 2006
KMG EP 2002 - 2003
Navidec, Inc. 1999 - 2002
Greenbrier & Russel 1996 - 1999
INVESCO Funds Group 1990 - 1993
Invesco 1990 - 1993
Skills
Java Enterprise Edition, Tomcat, JSP, Servlets, EJB, Java, Weblogic, Software Development, AJAX, JBoss Application Server, JSF, PostgreSQL, Linux, XSLT, J2EE Application..., Agile Methodologies, XML, Web Services, Scrum, SQL, Web Applications, JavaScript, Enterprise Architecture, Architectures, Architecture, WebLogic, Android, Hibernate
Education
University of Northern Colorado 1983 — 1985
BA, Mathematics Education
Fort Lewis College 1980 — 1983
Engineering and Math
Large Insurance Company November 2010 - Present
My Own November 2008 - November 2010
CCT Computer and Communications Technologies August 2006 - October 2010
Japan Communications Inc. August 2006 - October 2010
Colorado Hospital Association 2003 - 2006
KMG EP 2002 - 2003
Navidec, Inc. 1999 - 2002
Greenbrier & Russel 1996 - 1999
INVESCO Funds Group 1990 - 1993
Invesco 1990 - 1993
Skills
Java Enterprise Edition, Tomcat, JSP, Servlets, EJB, Java, Weblogic, Software Development, AJAX, JBoss Application Server, JSF, PostgreSQL, Linux, XSLT, J2EE Application..., Agile Methodologies, XML, Web Services, Scrum, SQL, Web Applications, JavaScript, Enterprise Architecture, Architectures, Architecture, WebLogic, Android, Hibernate
Education
University of Northern Colorado 1983 — 1985
BA, Mathematics Education
Fort Lewis College 1980 — 1983
Engineering and Math
Mike Frintner Mike Frintner's Invesco Experience January 2001 - July 2005
Job Managed Services Architect at iVision
Industry Information Technology and Services
Experience
iVision April 2013 - Present
iVision July 2011 - April 2013
The Rainmaker Group July 2008 - July 2011
Sebia July 2005 - July 2008
INVESCO January 2001 - July 2005
TEKsystems July 2000 - January 2001
Advanced Technology Services July 1999 - July 2000
The Home Depot January 1997 - January 1999
Entrepreneur January 1992 - January 1997
US Navy January 1987 - January 1991
Skills
Business Strategy, Organizational..., Team Leadership, Risk Assessment, IT Service Management, Continuous Improvement, Project Management, Asset Managment, Vendor Management, Incident Management, Problem Management, Capacity Management, Collaborative Problem..., Strategic Financial..., Net App, Cisco UCS, Dell PowerEdge Servers, SharePoint, Active Directory, Windows Server, Process Optimization, Budget, WAN, Load Balancing, Microsoft Office, Military Experience, Successful Business..., Security, NetApp, IT Management, Asset Management, Budgets, ITIL, Disaster Recovery, SaaS, Management, CRM, Enterprise Software
Education
Goizueta Business School, Emory University 2009 — 2011
Masters, Business Administration
Covenant College 2001 — 2003
BS, Organizational Management
iVision April 2013 - Present
iVision July 2011 - April 2013
The Rainmaker Group July 2008 - July 2011
Sebia July 2005 - July 2008
INVESCO January 2001 - July 2005
TEKsystems July 2000 - January 2001
Advanced Technology Services July 1999 - July 2000
The Home Depot January 1997 - January 1999
Entrepreneur January 1992 - January 1997
US Navy January 1987 - January 1991
Skills
Business Strategy, Organizational..., Team Leadership, Risk Assessment, IT Service Management, Continuous Improvement, Project Management, Asset Managment, Vendor Management, Incident Management, Problem Management, Capacity Management, Collaborative Problem..., Strategic Financial..., Net App, Cisco UCS, Dell PowerEdge Servers, SharePoint, Active Directory, Windows Server, Process Optimization, Budget, WAN, Load Balancing, Microsoft Office, Military Experience, Successful Business..., Security, NetApp, IT Management, Asset Management, Budgets, ITIL, Disaster Recovery, SaaS, Management, CRM, Enterprise Software
Education
Goizueta Business School, Emory University 2009 — 2011
Masters, Business Administration
Covenant College 2001 — 2003
BS, Organizational Management
Tom Morabito, CFA Tom Morabito, CFA's Invesco Experience October 1987 - August 2000
Job Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 2013 - Present
New York City Area July 2011 - September 2013
Principal Global Investors August 2000 - June 2011
INVESCO October 1987 - August 2000
Skills
Equities, Bloomberg, Portfolio Management, Small Cap Value, Small Cap, Fundamental Research, Domestic Equity, Quantitative, Asset Management, Portfolio Construction, Investments, Equity Research, Investment Strategies, Portfolio Risk Analysis, Portfolio Optimization, Factset, Industry Analysis, Mutual Funds, Investment Advisory, Barra, Northfield, APT, Large Cap, Mid Cap Equities, SMA, Value Investing, Equity Valuation, Hedge Funds, Alternative Investments, Asset Allocation, Bonds, Competitive Analysis, Research, ETFs, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1993
MBA, Finance
State University of New York College at Potsdam 1982 — 1987
BA, Economics
Merrill Lynch September 2013 - Present
New York City Area July 2011 - September 2013
Principal Global Investors August 2000 - June 2011
INVESCO October 1987 - August 2000
Skills
Equities, Bloomberg, Portfolio Management, Small Cap Value, Small Cap, Fundamental Research, Domestic Equity, Quantitative, Asset Management, Portfolio Construction, Investments, Equity Research, Investment Strategies, Portfolio Risk Analysis, Portfolio Optimization, Factset, Industry Analysis, Mutual Funds, Investment Advisory, Barra, Northfield, APT, Large Cap, Mid Cap Equities, SMA, Value Investing, Equity Valuation, Hedge Funds, Alternative Investments, Asset Allocation, Bonds, Competitive Analysis, Research, ETFs, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1993
MBA, Finance
State University of New York College at Potsdam 1982 — 1987
BA, Economics
Steve Flores, MBA Steve Flores, MBA's Invesco Experience February 1996 - May 2003
Job Chief Information Officer (CIO) at Stolle Machinery
Industry Information Technology and Services
Experience
Stolle Machinery November 2010 - Present
Technology Management Solutions, LLC May 2009 - November 2010
Policy Studies June 2006 - May 2009
Janus Capital Group May 2003 - June 2006
INVESCO February 1996 - May 2003
StorageTek - Storage Technology March 1994 - January 1996
National Renewable Energy Laboratory December 1991 - March 1994
DEC - Digital Equipment Corporation November 1990 - December 1991
Computer Systems Technology Office, Weapons Laboratory, Kirtland AFB, New Mexico June 1988 - November 1990
Skills
Enterprise Architecture, Vendor Management, IT Strategy, Leadership, Follow Through, Technical Leadership, Organizational..., Strategic Communications, Business Development, Governance, Process Improvement, SDLC, Mergers, IT Management, Integration, CRM, Management, Enterprise Software, Business Process, Strategy, Project Management, Data Center, ITIL, IT Service Management, Outsourcing, Project Planning, Security, Analysis, Six Sigma, Team Building, Quality Assurance, Business Strategy, Software Development, IT Operations, Training, Strategic Planning, Databases, Cross-functional Team..., Fly Fishing, Change Management, Talent Management, Budgets, Professional Services, Forecasting, Business Process..., Business Intelligence, Team Leadership, Project Portfolio..., Process Engineering
Education
Colorado Technical University
MBA, 4.0 GPA
The University of New Mexico
Bachelor's Degree, Business Computer Systems
Stolle Machinery November 2010 - Present
Technology Management Solutions, LLC May 2009 - November 2010
Policy Studies June 2006 - May 2009
Janus Capital Group May 2003 - June 2006
INVESCO February 1996 - May 2003
StorageTek - Storage Technology March 1994 - January 1996
National Renewable Energy Laboratory December 1991 - March 1994
DEC - Digital Equipment Corporation November 1990 - December 1991
Computer Systems Technology Office, Weapons Laboratory, Kirtland AFB, New Mexico June 1988 - November 1990
Skills
Enterprise Architecture, Vendor Management, IT Strategy, Leadership, Follow Through, Technical Leadership, Organizational..., Strategic Communications, Business Development, Governance, Process Improvement, SDLC, Mergers, IT Management, Integration, CRM, Management, Enterprise Software, Business Process, Strategy, Project Management, Data Center, ITIL, IT Service Management, Outsourcing, Project Planning, Security, Analysis, Six Sigma, Team Building, Quality Assurance, Business Strategy, Software Development, IT Operations, Training, Strategic Planning, Databases, Cross-functional Team..., Fly Fishing, Change Management, Talent Management, Budgets, Professional Services, Forecasting, Business Process..., Business Intelligence, Team Leadership, Project Portfolio..., Process Engineering
Education
Colorado Technical University
MBA, 4.0 GPA
The University of New Mexico
Bachelor's Degree, Business Computer Systems
Michelle L. Middleton, CFA's Invesco Experience 2004 - 2014
Job Senior Analyst, Public Equities (Emerging Mkts EMEA Region) at GE Asset Management
Industry Investment Management
Experience
GE Asset Management July 2014 - Present
INVESCO 2004 - 2014
INVESCO 2001 - 2004
INVESCO 2000 - 2001
Jennings, Ryan & Kolb 1993 - 1999
Skills
Bloomberg, Asset Managment, Equities, Investments, Financial Markets, Valuation, Emerging Markets, Financial Analysis, Asset Management, Portfolio Management, Asset Allocation, Equity Research, Investment Strategies, Equity Valuation, Investment Management, Securities, Financial Modeling
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2002
Master of Science (M.S.), Finance, GPA 4.0
Georgia State University
Bachelor of Business Administration (B.B.A.), Finance, Magna cum Laude
GE Asset Management July 2014 - Present
INVESCO 2004 - 2014
INVESCO 2001 - 2004
INVESCO 2000 - 2001
Jennings, Ryan & Kolb 1993 - 1999
Skills
Bloomberg, Asset Managment, Equities, Investments, Financial Markets, Valuation, Emerging Markets, Financial Analysis, Asset Management, Portfolio Management, Asset Allocation, Equity Research, Investment Strategies, Equity Valuation, Investment Management, Securities, Financial Modeling
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2002
Master of Science (M.S.), Finance, GPA 4.0
Georgia State University
Bachelor of Business Administration (B.B.A.), Finance, Magna cum Laude
Jennifer Crouse's Invesco Experience December 2010 - August 2014
Job Regional Marketing Consultant at Canada Life
Industry Financial Services
Experience
Canada Life August 2014 - Present
Invesco December 2010 - August 2014
Manulife Financial April 2001 - November 2010
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investment Strategies, Investments, Insurance, Strategic Financial..., Retirement, Financial Advisory, Investment Advisory, Financial Services, Relationship Management, Portfolio Management, Asset Allocation, Securities
Education
Dalhousie University 1998 — 2002
B.Comm, Marketing Informatics
Dalhousie University 1998 — 2002
Bachelor of Commerce (B.Com.), Statistics and marketing
Canada Life August 2014 - Present
Invesco December 2010 - August 2014
Manulife Financial April 2001 - November 2010
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investment Strategies, Investments, Insurance, Strategic Financial..., Retirement, Financial Advisory, Investment Advisory, Financial Services, Relationship Management, Portfolio Management, Asset Allocation, Securities
Education
Dalhousie University 1998 — 2002
B.Comm, Marketing Informatics
Dalhousie University 1998 — 2002
Bachelor of Commerce (B.Com.), Statistics and marketing
Joe Medina Joe Medina's Invesco Experience 1998 - 2003
Job Project Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds Senior Business AnalystAIM Investments2003 - 2005
INVESCO 1998 - 2003
Berean Christian Stores 1996 - 1998
Anheuser-Busch 1992 - 1994
Skills
Project Management, Vendor Management, MS Project, Business Analysis, Risk Management, Process Improvement, SDLC, Program Management, PMP, Project Portfolio..., Asset Management, PMO, Visio, Change Management, Financial Services, Business Process..., Project Planning, Mutual Funds, Requirements Analysis, Requirements Gathering
Education
Regis University 2002 — 2005
BS, Business Administation
Colorado State University 1989 — 1992
Construction Management
OppenheimerFunds Senior Business AnalystAIM Investments2003 - 2005
INVESCO 1998 - 2003
Berean Christian Stores 1996 - 1998
Anheuser-Busch 1992 - 1994
Skills
Project Management, Vendor Management, MS Project, Business Analysis, Risk Management, Process Improvement, SDLC, Program Management, PMP, Project Portfolio..., Asset Management, PMO, Visio, Change Management, Financial Services, Business Process..., Project Planning, Mutual Funds, Requirements Analysis, Requirements Gathering
Education
Regis University 2002 — 2005
BS, Business Administation
Colorado State University 1989 — 1992
Construction Management
Jennifer Lloyd, PROOFitASAP's Invesco Experience February 2000 - March 2007
Job Writer, Copy Editor, Proofreader & Transcriptionist
Industry Writing and Editing
Experience
PROOFitASAP.com January 2005 - Present
Contractor--Institute for Rapid Resolution Therapy/Institute for Survivors of Sexual Violence November 2013 - Present
City Schools of Decatur 2012 - Present
PROOFitASAP January 2005 - Present
INVESCO February 2000 - March 2007
Emory University November 1997 - January 2000
Lake City Animal Hospital June 1997 - September 1997
Triarc Companies, Inc February 1996 - July 1997
LARC, The Rockefeller University June 1996 - August 1996
Nairobi Game Park June 1995 - September 1995
Skills
Copy Editing, Press Releases, Proofreading, Editing, Newsletters, Blogging, Nonprofits, Public Speaking, Resume Writing, Creative Writing, Strategic Planning, Public Relations, Copywriting, Marketing, Interviews, Internal Communications, Annual Reports, Finance, Resume, Corporate Law, Online Advertising, Advertising, Creative Direction, Business Strategy, SharePoint, Budgets, Journalism, Business Analysis, Media Relations, Event Planning, Event Management, Marketing Communications, Social Media Marketing, Management, SEO, Email Marketing, Newspapers, Publications, Web Content, Research, Strategic Communications, Corporate Communications, Publishing, Social Networking, Teaching, Non-profits, Education, Language Teaching, Tutoring, Web Services
Education
Georgia State University 2002 — 2004
Masters, International Business
Ithaca College 1984 — 1988
B.S., Journalism, TV, Radio, Corp. Comm
Fiorello H. LaGuardia College
Associate, Applied Science; Preveterinary, Veterinary Technology
PROOFitASAP.com January 2005 - Present
Contractor--Institute for Rapid Resolution Therapy/Institute for Survivors of Sexual Violence November 2013 - Present
City Schools of Decatur 2012 - Present
PROOFitASAP January 2005 - Present
INVESCO February 2000 - March 2007
Emory University November 1997 - January 2000
Lake City Animal Hospital June 1997 - September 1997
Triarc Companies, Inc February 1996 - July 1997
LARC, The Rockefeller University June 1996 - August 1996
Nairobi Game Park June 1995 - September 1995
Skills
Copy Editing, Press Releases, Proofreading, Editing, Newsletters, Blogging, Nonprofits, Public Speaking, Resume Writing, Creative Writing, Strategic Planning, Public Relations, Copywriting, Marketing, Interviews, Internal Communications, Annual Reports, Finance, Resume, Corporate Law, Online Advertising, Advertising, Creative Direction, Business Strategy, SharePoint, Budgets, Journalism, Business Analysis, Media Relations, Event Planning, Event Management, Marketing Communications, Social Media Marketing, Management, SEO, Email Marketing, Newspapers, Publications, Web Content, Research, Strategic Communications, Corporate Communications, Publishing, Social Networking, Teaching, Non-profits, Education, Language Teaching, Tutoring, Web Services
Education
Georgia State University 2002 — 2004
Masters, International Business
Ithaca College 1984 — 1988
B.S., Journalism, TV, Radio, Corp. Comm
Fiorello H. LaGuardia College
Associate, Applied Science; Preveterinary, Veterinary Technology
Catherine Matthews Isbill, SPHR Catherine Matthews Isbill, SPHR's Invesco Experience December 2011 - Present
Job HR Integration Consultant at Invesco
Industry Human Resources
Experience
Invesco December 2011 - Present
RaceTrac Petroleum January 2011 - December 2011
RaceTrac Petroleum April 2009 - January 2011
RaceTrac Petroleum April 2009 - May 2010
EarthLink, Inc. March 2006 - April 2009
EarthLink, Inc. March 2006 - 2007
Skills
Human Resources, Process Improvement, Vendor Management, HRIS, Talent Acquisition, Applicant Tracking..., Analysis, Customer Service, Employee Benefits, Business Intelligence, Employee Relations, Integration, Talent Management, Onboarding, Strategic Planning, PeopleSoft, Performance Management, Recruiting, Team Building, Succession Planning, Employee Engagement, Deferred Compensation
Education
Georgia Institute of Technology 2002 — 2006
B.S., Management with Operations and Marketing
Georgia Institute of Technology - Georgia Tech College of Management 2002 — 2006
Invesco December 2011 - Present
RaceTrac Petroleum January 2011 - December 2011
RaceTrac Petroleum April 2009 - January 2011
RaceTrac Petroleum April 2009 - May 2010
EarthLink, Inc. March 2006 - April 2009
EarthLink, Inc. March 2006 - 2007
Skills
Human Resources, Process Improvement, Vendor Management, HRIS, Talent Acquisition, Applicant Tracking..., Analysis, Customer Service, Employee Benefits, Business Intelligence, Employee Relations, Integration, Talent Management, Onboarding, Strategic Planning, PeopleSoft, Performance Management, Recruiting, Team Building, Succession Planning, Employee Engagement, Deferred Compensation
Education
Georgia Institute of Technology 2002 — 2006
B.S., Management with Operations and Marketing
Georgia Institute of Technology - Georgia Tech College of Management 2002 — 2006
Anna Navarette Anna Navarette's Invesco Experience January 1998 - January 2000
Job Vice President of Distribution Technology at Janus Capital
Industry Financial Services
Experience
Janus Capital Group October 2014 - Present
Janus Capital Group November 2013 - October 2014
Janus Capital January 2007 - November 2013
Janus Capital January 2000 - January 2003
Invesco January 1998 - January 2000
Invesco Funds Group February 1993 - January 2000
Invesco January 1996 - January 1998
Invesco January 1994 - January 1996
Martin Marietta January 1987 - January 1994
Skills
Program/Project..., Strategic Planning, Budget Process, Communication Skills, Staff Development, Program Management, Business Intelligence, Vendor Management, Data Warehousing, Software Project..., SDLC, Strategy, IT Management, Management, PMO, CRM, Oracle, Enterprise Software, Software Development, Governance, Business Analysis, IT Strategy, Information Technology, Salesforce.com, Project Planning, ITIL, Leadership, Analysis, IT Operations, Master Data Management, ETL, Integration, Team Building, Agile Methodologies
Education
Colorado State University-Pueblo
B.S
Janus Capital Group October 2014 - Present
Janus Capital Group November 2013 - October 2014
Janus Capital January 2007 - November 2013
Janus Capital January 2000 - January 2003
Invesco January 1998 - January 2000
Invesco Funds Group February 1993 - January 2000
Invesco January 1996 - January 1998
Invesco January 1994 - January 1996
Martin Marietta January 1987 - January 1994
Skills
Program/Project..., Strategic Planning, Budget Process, Communication Skills, Staff Development, Program Management, Business Intelligence, Vendor Management, Data Warehousing, Software Project..., SDLC, Strategy, IT Management, Management, PMO, CRM, Oracle, Enterprise Software, Software Development, Governance, Business Analysis, IT Strategy, Information Technology, Salesforce.com, Project Planning, ITIL, Leadership, Analysis, IT Operations, Master Data Management, ETL, Integration, Team Building, Agile Methodologies
Education
Colorado State University-Pueblo
B.S
Amy Aragon Amy Aragon's Invesco Experience January 2008 - March 2009
Job Real Estate Tax Analyst at Rialto Capital Management
Industry Real Estate
Experience
Rialto Capital Management April 2012 - Present
Invesco January 2008 - March 2009
TriMont Real Estate Advisors May 2006 - November 2007
LNR Property LLC January 2005 - May 2006
Bayview Financial September 2003 - January 2005
Skills
Commercial Real Estate, Real Estate Tax, Accounting, Accounts Payable, Journal Entries, Account Reconciliation, Loan Servicing, Property Tax, Invoicing, Auditing, Outlook, General Ledger, Credit, Real Estate, Loans, Microsoft Excel, Financial Analysis, Finance
Education
DeVry University 2007 — 2011
Bachelor's degree, Accounting and Business/Management
Miami Dade College 1999 — 2006
Associate's degree, Business Administration and Management, General
Rialto Capital Management April 2012 - Present
Invesco January 2008 - March 2009
TriMont Real Estate Advisors May 2006 - November 2007
LNR Property LLC January 2005 - May 2006
Bayview Financial September 2003 - January 2005
Skills
Commercial Real Estate, Real Estate Tax, Accounting, Accounts Payable, Journal Entries, Account Reconciliation, Loan Servicing, Property Tax, Invoicing, Auditing, Outlook, General Ledger, Credit, Real Estate, Loans, Microsoft Excel, Financial Analysis, Finance
Education
DeVry University 2007 — 2011
Bachelor's degree, Accounting and Business/Management
Miami Dade College 1999 — 2006
Associate's degree, Business Administration and Management, General
Shakil Quazi Shakil Quazi's Invesco Experience 1997 - 2000
Job Managing Director, Fixed Income at R.W.Pressprich
Industry Investment Management
Experience
R.W.Pressprich 2003 - Present
Debttraders 2001 - 2003
Invesco 1997 - 2000
OppenheimerFunds 1994 - 1997
Chemical Securities (JP Morgan) 1993 - 1994
Skills
Credit, Capital Markets, Fixed Income, Equities, Investment Banking, Hedge Funds, Derivatives, Emerging Markets, Bonds, Trading, High Yield, Portfolio Management, Bloomberg, Investments, Securities, Credit Derivatives, Leveraged Finance, Alternative Investments, Structured Finance, Asset Management, Private Equity, Structured Products, Series 7, Financial Markets, Equity Derivatives, Valuation, Options, Series 63, Electronic Trading, Financial Modeling, Trading Systems, Mutual Funds
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MPA, International Finance
University of Massachusetts, Amherst 1987 — 1991
BSEE, Electrical Engineering
R.W.Pressprich 2003 - Present
Debttraders 2001 - 2003
Invesco 1997 - 2000
OppenheimerFunds 1994 - 1997
Chemical Securities (JP Morgan) 1993 - 1994
Skills
Credit, Capital Markets, Fixed Income, Equities, Investment Banking, Hedge Funds, Derivatives, Emerging Markets, Bonds, Trading, High Yield, Portfolio Management, Bloomberg, Investments, Securities, Credit Derivatives, Leveraged Finance, Alternative Investments, Structured Finance, Asset Management, Private Equity, Structured Products, Series 7, Financial Markets, Equity Derivatives, Valuation, Options, Series 63, Electronic Trading, Financial Modeling, Trading Systems, Mutual Funds
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MPA, International Finance
University of Massachusetts, Amherst 1987 — 1991
BSEE, Electrical Engineering
Megan McRae-Hastings's Invesco Experience October 2012 - March 2015
Job Usability Specialist at Union Pacific Railroad
Industry Transportation/Trucking/Railroad
Experience
Union Pacific Railroad March 2015 - Present
Invesco October 2012 - March 2015
American Modern Insurance May 2010 - July 2012
Tastefully Simple January 2006 - July 2010
Tastefully Simple April 2004 - January 2006
The Pampered Chef 2000 - 2004
American Printing Company 1996 - 2000
Skills
Writing for the Web, Personas, Usability Testing, Presentations, Wireframe Creation, Information Architecture, Survey Development, User Research, User Interface Design, User Experience Design, User-Centered Design, Interaction Design, User-centered Design, Wireframes, Agile Methodologies, Contextual Inquiry, User Interface, User Scenarios, Axure, Persona, Exit Surveys, User Experience, Heuristic Evaluation, Usability, Axure RP
Education
Concordia College 1987 — 1990
BA, English Writing, French
Edgewood College
Instructional Technology (graduate level)
New York University
Certificate, Book and Magazine Publishing
Union Pacific Railroad March 2015 - Present
Invesco October 2012 - March 2015
American Modern Insurance May 2010 - July 2012
Tastefully Simple January 2006 - July 2010
Tastefully Simple April 2004 - January 2006
The Pampered Chef 2000 - 2004
American Printing Company 1996 - 2000
Skills
Writing for the Web, Personas, Usability Testing, Presentations, Wireframe Creation, Information Architecture, Survey Development, User Research, User Interface Design, User Experience Design, User-Centered Design, Interaction Design, User-centered Design, Wireframes, Agile Methodologies, Contextual Inquiry, User Interface, User Scenarios, Axure, Persona, Exit Surveys, User Experience, Heuristic Evaluation, Usability, Axure RP
Education
Concordia College 1987 — 1990
BA, English Writing, French
Edgewood College
Instructional Technology (graduate level)
New York University
Certificate, Book and Magazine Publishing
Jason Lina, CFA, CFP®'s Invesco Experience June 2002 - August 2002
Job Financial Planner at Resource Planning Group
Industry Financial Services
Experience
Resource Planning Group November 2011 - Present
DCA Global Wealth Management May 2004 - November 2011
Jefferson Pilot Financial June 2003 - May 2004
Invesco June 2002 - August 2002
Trusco Capital Management July 1998 - July 2001
Skills
Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Asset Allocation, Investments, Estate Planning, Chartered Financial..., Certified Financial..., Alternative Investments, Hedge Funds, Equities, Fixed Income, Excel, Compliance, Financial Planners, Financial Advisory, Strategic Financial..., Client Education, Mutual Funds, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Business Administration and Management, General
Davidson College 1994 — 1998
Bachelor of Arts, History
Resource Planning Group November 2011 - Present
DCA Global Wealth Management May 2004 - November 2011
Jefferson Pilot Financial June 2003 - May 2004
Invesco June 2002 - August 2002
Trusco Capital Management July 1998 - July 2001
Skills
Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Asset Allocation, Investments, Estate Planning, Chartered Financial..., Certified Financial..., Alternative Investments, Hedge Funds, Equities, Fixed Income, Excel, Compliance, Financial Planners, Financial Advisory, Strategic Financial..., Client Education, Mutual Funds, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Business Administration and Management, General
Davidson College 1994 — 1998
Bachelor of Arts, History
Annette Carpender, CAMS Annette Carpender, CAMS's Invesco Experience June 2003 - April 2006
Job Compliance
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Western Union April 2006 - June 2014
INVESCO June 2003 - April 2006
Janus December 1992 - September 2001
Skills
AML, Bank Secrecy Act, Money Transfer, USA PATRIOT Act, Mutual Funds, Series 7, Banking, Risk Management, Securities, Financial Services, Due Diligence, Series 63, Corporate Governance, Policy, KYC, OFAC, Finance, Leadership, Credit, Certified Anti-Money..., Relationship Management, CAMS, Payments, Fraud, Anti Money Laundering
Education
Colorado State University 1986 — 1990
B.S., Human Development and Family Studies
University of Denver
Leadership and Organizations, 12 Credits
Charles Schwab June 2014 - Present
Western Union April 2006 - June 2014
INVESCO June 2003 - April 2006
Janus December 1992 - September 2001
Skills
AML, Bank Secrecy Act, Money Transfer, USA PATRIOT Act, Mutual Funds, Series 7, Banking, Risk Management, Securities, Financial Services, Due Diligence, Series 63, Corporate Governance, Policy, KYC, OFAC, Finance, Leadership, Credit, Certified Anti-Money..., Relationship Management, CAMS, Payments, Fraud, Anti Money Laundering
Education
Colorado State University 1986 — 1990
B.S., Human Development and Family Studies
University of Denver
Leadership and Organizations, 12 Credits
Marcel Souza Marcel Souza's Invesco Experience January 1995 - December 2001
Job
Industry Hospital & Health Care
Experience
Stamford Hospital August 2005 - Present
International Monetary Fund 2005 - 2005
INVESCO January 1995 - December 2001
Bank of England September 1989 - December 1994
Skills
Financial Analysis
Education
Columbia University - School of International and Public Affairs 2003 — 2004
MPA
School of Oriental and African Studies, U. of London 1986 — 1987
MSc, Economics
UCL 1983 — 1986
Bachelor's Degree, Economics
Stamford Hospital August 2005 - Present
International Monetary Fund 2005 - 2005
INVESCO January 1995 - December 2001
Bank of England September 1989 - December 1994
Skills
Financial Analysis
Education
Columbia University - School of International and Public Affairs 2003 — 2004
MPA
School of Oriental and African Studies, U. of London 1986 — 1987
MSc, Economics
UCL 1983 — 1986
Bachelor's Degree, Economics
Magdalena Sternik Magdalena Sternik's Invesco Experience 2002 - Present
Job Graphic Designer
Industry Investment Management
Experience
Mdesign Graphic DesignerInvesco TrimarkMay 2002 - Present
Invesco Trimark 2002 - Present
INVESCO 2002 - Present
Invesco Trimark 2003 - 2010
Education
George Brown College 1999 — 2002
Mdesign Graphic DesignerInvesco TrimarkMay 2002 - Present
Invesco Trimark 2002 - Present
INVESCO 2002 - Present
Invesco Trimark 2003 - 2010
Education
George Brown College 1999 — 2002
Daniel Mahoney Daniel Mahoney's Invesco Experience January 2014 - Present
Job Corporate Strategy at Invesco
Industry Investment Management
Experience
Invesco January 2014 - Present
Bain & Company September 2008 - January 2014
CRT Capital Group LLC August 2003 - July 2006
Lehman Brothers Inc. July 2001 - June 2003
Skills
Business Strategy, Strategic Planning, Private Equity, Due Diligence, Valuation, Mergers, Investment Banking, Corporate Finance, LBO, Corporate Development, Financial Analysis, Financial Modeling, Retail, Financial Services, Higher Education, Performance Improvement, Change Management, Strategy, Mergers & Acquisitions, Venture Capital, Management Consulting, Strategic Consulting
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA
Dartmouth College 1997 — 2001
AB, Economics
Invesco January 2014 - Present
Bain & Company September 2008 - January 2014
CRT Capital Group LLC August 2003 - July 2006
Lehman Brothers Inc. July 2001 - June 2003
Skills
Business Strategy, Strategic Planning, Private Equity, Due Diligence, Valuation, Mergers, Investment Banking, Corporate Finance, LBO, Corporate Development, Financial Analysis, Financial Modeling, Retail, Financial Services, Higher Education, Performance Improvement, Change Management, Strategy, Mergers & Acquisitions, Venture Capital, Management Consulting, Strategic Consulting
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA
Dartmouth College 1997 — 2001
AB, Economics
Kelsey Lange Gaston Kelsey Lange Gaston's Invesco Experience February 2009 - Present
Job Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco February 2009 - Present
Skills
Investments
Education
Georgia Institute of Technology
Bachelor of Business Administration (BBA), Finance, General
Georgia Tech
Management, Finance
Invesco February 2009 - Present
Skills
Investments
Education
Georgia Institute of Technology
Bachelor of Business Administration (BBA), Finance, General
Georgia Tech
Management, Finance
Shweta Gursahani Shweta Gursahani's Invesco Experience November 2012 - Present
Job Product Strategy Manager at Invesco
Industry Investment Management
Experience
Invesco November 2012 - Present
Invesco Ltd. March 2011 - October 2012
Bloomberg August 2009 - August 2010
Lighthouse Advisory Services May 2009 - August 2009
Deutsche Bank August 2006 - April 2009
Bear Stearns August 2005 - August 2006
Reis February 2004 - August 2005
Skills
Series 7, Fixed Income, Analytical Skills, Valuation, Structured Finance, Trading, Bonds, Emerging Markets, Credit, CMBS, CDS, Analysis, ABS, Bloomberg, Equities, Financial Modeling, Capital Markets, Economics
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2004
M.S., Financial Engineering
University of Mumbai 2000 — 2002
Master of Management Studies, Finance
New York University
Invesco November 2012 - Present
Invesco Ltd. March 2011 - October 2012
Bloomberg August 2009 - August 2010
Lighthouse Advisory Services May 2009 - August 2009
Deutsche Bank August 2006 - April 2009
Bear Stearns August 2005 - August 2006
Reis February 2004 - August 2005
Skills
Series 7, Fixed Income, Analytical Skills, Valuation, Structured Finance, Trading, Bonds, Emerging Markets, Credit, CMBS, CDS, Analysis, ABS, Bloomberg, Equities, Financial Modeling, Capital Markets, Economics
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2004
M.S., Financial Engineering
University of Mumbai 2000 — 2002
Master of Management Studies, Finance
New York University
K. Michael Hudnall K. Michael Hudnall's Invesco Experience 1999 - 2004
Job CEO, KMH Global Consulting LLC, MBA, JD, Global DC Pension Strategist, L/T Savings, Insurance, Mutual Funds
Industry Financial Services
Experience
KMH Global Consulting, LLC 2010 - Present
American International Group 2005 - 2009
INVESCO 1999 - 2004
Scudder Investments 1998 - 1999
Fidelity Investments 1990 - 1998
Skills
Global Pensions..., Employee Benefits, Business Unit Start-up, Operations Management, International Project..., Business Process..., 401k Recordkeeping, Defined Contribution, Business Strategy, Global Business Planning, Business Process Design, Customer Service, Relationship Management, Worksite Marketing, Workflow Management, Project Management, Product Management, Mutual funds, Call center start-up, Call Center..., Transfer Agency, Wealth Management, Series 7, Securities, Staff Development, Investments, Strategy, Pensions, 401k, Marketing, Mutual Funds, Program Management, Management Consulting, Executive Management, Asset Management, Risk Management, Financial Services, Management
Education
Duquesne University School of Law
JD
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
University of Toledo
BA, Government
KMH Global Consulting, LLC 2010 - Present
American International Group 2005 - 2009
INVESCO 1999 - 2004
Scudder Investments 1998 - 1999
Fidelity Investments 1990 - 1998
Skills
Global Pensions..., Employee Benefits, Business Unit Start-up, Operations Management, International Project..., Business Process..., 401k Recordkeeping, Defined Contribution, Business Strategy, Global Business Planning, Business Process Design, Customer Service, Relationship Management, Worksite Marketing, Workflow Management, Project Management, Product Management, Mutual funds, Call center start-up, Call Center..., Transfer Agency, Wealth Management, Series 7, Securities, Staff Development, Investments, Strategy, Pensions, 401k, Marketing, Mutual Funds, Program Management, Management Consulting, Executive Management, Asset Management, Risk Management, Financial Services, Management
Education
Duquesne University School of Law
JD
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
University of Toledo
BA, Government
Edward Trafford Edward Trafford's Invesco Experience August 2004 - August 2006
Job Equity Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2006 - Present
Invesco August 2004 - August 2006
J.P. Morgan Asset Management October 2002 - August 2004
J.P. Morgan Asset Management July 2000 - October 2002
Skills
Equities, Portfolio Management, Valuation, Mutual Funds, Equity Research, Asset Management, Investments, Equity Valuation, Investment Strategies, Bloomberg, Financial Modeling, Capital Markets, Asset Allocation, Alternative Investments, Investment Management, Competitive Analysis, mutual, valu, investm, financial mod, Financial Analysis, capital mar, Emerging Markets, Greater China, Commodity Markets, Business Strategy, Client Presentation, investment st, Tactical Asset..., Return on Investment, Portfolio Optimization, Industrial Sector, investment str, asset alloc, Global Tactical Asset...
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Concentrations in Finance & Accounting
Duke University 1996 — 2000
Bachelor of Science (BS), Dual Degrees - Economics & Civil Engineering
Northern Trust August 2006 - Present
Invesco August 2004 - August 2006
J.P. Morgan Asset Management October 2002 - August 2004
J.P. Morgan Asset Management July 2000 - October 2002
Skills
Equities, Portfolio Management, Valuation, Mutual Funds, Equity Research, Asset Management, Investments, Equity Valuation, Investment Strategies, Bloomberg, Financial Modeling, Capital Markets, Asset Allocation, Alternative Investments, Investment Management, Competitive Analysis, mutual, valu, investm, financial mod, Financial Analysis, capital mar, Emerging Markets, Greater China, Commodity Markets, Business Strategy, Client Presentation, investment st, Tactical Asset..., Return on Investment, Portfolio Optimization, Industrial Sector, investment str, asset alloc, Global Tactical Asset...
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Concentrations in Finance & Accounting
Duke University 1996 — 2000
Bachelor of Science (BS), Dual Degrees - Economics & Civil Engineering
Raffi Jamgotchian's Invesco Experience April 1995 - July 2006
Job Maximizing ROI on Technology Investment for Alternative Asset Managers, Private Equity, and Hedge Fund Managers
Industry Information Technology and Services
Experience
Triada Networks LLC November 2008 - Present
Hudson County Community College September 2014 - Present
Cresting Wave April 2008 - October 2008
Canaras Capital Management July 2006 - April 2008
INVESCO April 1995 - July 2006
Crestron Electronics 1989 - 1995
Skills
Vendor Management, Managed Services, Professional Services, Web Design, Disaster Recovery, Security, IT Service Management, Outsourcing, IT Management, Cloud Computing, Integration, Network Security, IT Strategy, SaaS, Virtualization, Data Center, Business Continuity, Vendor Relations, Leadership, Software Development, Network Design, Management, Servers, Strategy, Project Management, Enterprise Software, System Deployment, Network Architecture, Information Security, Hardware, Firewalls, Network Administration, Networking, Information Technology, Consulting, Computer Security, VoIP, Enterprise Architecture, IT Operations, Infrastructure, Solution Selling, Microsoft Technologies, VMware, Storage Area Networks, Pre-sales, Solution Architecture, Citrix, High Availability, VPN, Storage
Education
Fairleigh Dickenson University 1998 — 2002
MBA, Information Systems
Rensselaer Polytechnic Institute 1989 — 1993
BS, Computer and Systems Engineering
Triada Networks LLC November 2008 - Present
Hudson County Community College September 2014 - Present
Cresting Wave April 2008 - October 2008
Canaras Capital Management July 2006 - April 2008
INVESCO April 1995 - July 2006
Crestron Electronics 1989 - 1995
Skills
Vendor Management, Managed Services, Professional Services, Web Design, Disaster Recovery, Security, IT Service Management, Outsourcing, IT Management, Cloud Computing, Integration, Network Security, IT Strategy, SaaS, Virtualization, Data Center, Business Continuity, Vendor Relations, Leadership, Software Development, Network Design, Management, Servers, Strategy, Project Management, Enterprise Software, System Deployment, Network Architecture, Information Security, Hardware, Firewalls, Network Administration, Networking, Information Technology, Consulting, Computer Security, VoIP, Enterprise Architecture, IT Operations, Infrastructure, Solution Selling, Microsoft Technologies, VMware, Storage Area Networks, Pre-sales, Solution Architecture, Citrix, High Availability, VPN, Storage
Education
Fairleigh Dickenson University 1998 — 2002
MBA, Information Systems
Rensselaer Polytechnic Institute 1989 — 1993
BS, Computer and Systems Engineering
Juliann Cohen Juliann Cohen's Invesco Experience August 2008 - January 2010
Job Project Manager
Industry Media Production
Experience
AT&T March 2013 - Present
The Coca-Cola Company February 2012 - March 2013
Evolve Visual Communication 2005 - March 2013
WebMD October 2011 - February 2012
Studiocom July 2011 - October 2011
Moxie Interactive October 2010 - July 2011
Razorfish February 2010 - September 2010
Invesco August 2008 - January 2010
Wellmark Blue Cross and Blue Shield November 2004 - December 2005
Two Rivers Marketing 2003 - 2004
Skills
MS Project, Web Project Management, Project Planning, Television, Production, Writing, Budgeting, Advertising, Interactive Advertising, Scopes Of Work, Vendor Management, Marketing Communications, Budgets, Digital Strategy, Creative Direction, Digital Marketing, Project Management, Strategy, Interactive Marketing, Mobile Devices, Multimedia, Social Media, Marketing, Video, Web Development, Integrated Marketing, Digital Media, Management, New Media, Mobile Marketing, Broadcast, Radio, Email Marketing, Content Development, Social Networking, Content Strategy
Education
Drake University 1984 — 1988
BA, Radio/TV and English
Highland Park High School 1980 — 1984
AT&T March 2013 - Present
The Coca-Cola Company February 2012 - March 2013
Evolve Visual Communication 2005 - March 2013
WebMD October 2011 - February 2012
Studiocom July 2011 - October 2011
Moxie Interactive October 2010 - July 2011
Razorfish February 2010 - September 2010
Invesco August 2008 - January 2010
Wellmark Blue Cross and Blue Shield November 2004 - December 2005
Two Rivers Marketing 2003 - 2004
Skills
MS Project, Web Project Management, Project Planning, Television, Production, Writing, Budgeting, Advertising, Interactive Advertising, Scopes Of Work, Vendor Management, Marketing Communications, Budgets, Digital Strategy, Creative Direction, Digital Marketing, Project Management, Strategy, Interactive Marketing, Mobile Devices, Multimedia, Social Media, Marketing, Video, Web Development, Integrated Marketing, Digital Media, Management, New Media, Mobile Marketing, Broadcast, Radio, Email Marketing, Content Development, Social Networking, Content Strategy
Education
Drake University 1984 — 1988
BA, Radio/TV and English
Highland Park High School 1980 — 1984
Dona McCormack Dona McCormack's Invesco Experience August 2008 - August 2009
Job Experienced Financial Services Representative
Industry Financial Services
Experience
Dona McCormack, Sole Proprietor September 2013 - Present
Self-Employed July 2011 - Present
Wapiti Colorado Pub May 2010 - July 2011
Invesco August 2008 - August 2009
Invesco April 2007 - August 2008
Skills
Creative Writing, Copywriting, Direct Marketing, Marketing Communications, Product Marketing, Marketing Strategy, Email Marketing, Technical Writing, Direct Sales, Sales Presentations, Market Research, Research, Writing, Communication, Microsoft Office, Computer Proficiency, Multi Tasking, Employee Training, Team Management, Conflict Resolution, Conflict Management, Mutual Funds, Editing, Customer Service, Leadership, Management, Public Speaking, Financial Services, Investments, Newsletters, Team Building, Training
Education
Southern New Hampshire University 2015 — 2017
Master’s Degree, Industrial and Organizational Psychology
Regis University 2008 — 2010
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies, 4.0 cum
Columbus State 2003 — 2005
no degree earned, General Studies, 3.96 cum
Dona McCormack, Sole Proprietor September 2013 - Present
Self-Employed July 2011 - Present
Wapiti Colorado Pub May 2010 - July 2011
Invesco August 2008 - August 2009
Invesco April 2007 - August 2008
Skills
Creative Writing, Copywriting, Direct Marketing, Marketing Communications, Product Marketing, Marketing Strategy, Email Marketing, Technical Writing, Direct Sales, Sales Presentations, Market Research, Research, Writing, Communication, Microsoft Office, Computer Proficiency, Multi Tasking, Employee Training, Team Management, Conflict Resolution, Conflict Management, Mutual Funds, Editing, Customer Service, Leadership, Management, Public Speaking, Financial Services, Investments, Newsletters, Team Building, Training
Education
Southern New Hampshire University 2015 — 2017
Master’s Degree, Industrial and Organizational Psychology
Regis University 2008 — 2010
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies, 4.0 cum
Columbus State 2003 — 2005
no degree earned, General Studies, 3.96 cum
Shelley Fisher Shelley Fisher's Invesco Experience March 1996 - February 1997
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 1997 - Present
Invesco March 1996 - February 1997
Mercer May 1989 - March 1996
Skills
Retirement Plan..., Sales Process, Management
Education
Georgia Institute of Technology 1982 — 1987
Bachelor of Science (B.S.), Applied Mathematics
Wells Fargo February 1997 - Present
Invesco March 1996 - February 1997
Mercer May 1989 - March 1996
Skills
Retirement Plan..., Sales Process, Management
Education
Georgia Institute of Technology 1982 — 1987
Bachelor of Science (B.S.), Applied Mathematics
Don Hilborn's Invesco Experience December 2004 - October 2005
Job Solution Engineer at Hortonworks We Do Hadoop
Industry Information Technology and Services
Experience
Hortonworks March 2014 - Present
McKesson January 2013 - March 2014
Anadarko Petroleum October 2005 - November 2012
Invesco December 2004 - October 2005
Boeing April 2002 - November 2004
Arthur Andersen Business Consulting May 2000 - April 2002
Hewlett-Packard/Compaq January 1994 - May 2000
Skills
Integration, Agile Methodologies, Business Intelligence, Data Warehousing, SDLC, Oracle, Microsoft SQL Server, XML, Enterprise Architecture, Databases, Requirements Analysis, Software Development, SQL, Unix, Java, Software Design, Software Project..., Object Oriented Design, Virtualization, Web Services, Linux, Scrum, SOA, MySQL, Eclipse, Python, Legal Research, Legal Compliance, Informatica, Informatica..., Team Leadership, Project Coordination, Oil & Gas Industry, Big Data, Hadoop, Master Data Management, Enterprise Software, Analytics, Strategy, Cloud Computing, Data Integration, HBase, Hive, Spark, Consulting
Education
University of Houston 1992 — 1994
Bachelor of Business Administration (BBA), Information Systems, Statistical Analysis
South Texas College of Law 2006 — 2010
Doctorate of Jurisprudence, Information Technology Law
Columbus State University 2013 — 2015
Master of Science (MS), Computer Science
Hortonworks March 2014 - Present
McKesson January 2013 - March 2014
Anadarko Petroleum October 2005 - November 2012
Invesco December 2004 - October 2005
Boeing April 2002 - November 2004
Arthur Andersen Business Consulting May 2000 - April 2002
Hewlett-Packard/Compaq January 1994 - May 2000
Skills
Integration, Agile Methodologies, Business Intelligence, Data Warehousing, SDLC, Oracle, Microsoft SQL Server, XML, Enterprise Architecture, Databases, Requirements Analysis, Software Development, SQL, Unix, Java, Software Design, Software Project..., Object Oriented Design, Virtualization, Web Services, Linux, Scrum, SOA, MySQL, Eclipse, Python, Legal Research, Legal Compliance, Informatica, Informatica..., Team Leadership, Project Coordination, Oil & Gas Industry, Big Data, Hadoop, Master Data Management, Enterprise Software, Analytics, Strategy, Cloud Computing, Data Integration, HBase, Hive, Spark, Consulting
Education
University of Houston 1992 — 1994
Bachelor of Business Administration (BBA), Information Systems, Statistical Analysis
South Texas College of Law 2006 — 2010
Doctorate of Jurisprudence, Information Technology Law
Columbus State University 2013 — 2015
Master of Science (MS), Computer Science
Kathryn Copple Kathryn Copple's Invesco Experience July 2011 - May 2012
Job
Industry Nonprofit Organization Management
Experience
Invesco July 2011 - May 2012
Park West Gallery February 2006 - May 2010
Arthur Dula 2004 - 2006
Baylor College of Medicine 2004 - 2004
Skills
Event Planning, Public Speaking, Marketing, Strategic Planning, New Business Development, Leadership, Marketing Strategy, Sales, Entrepreneurship, Advertising, Negotiation, Budgets, Product Development, Sales Management, Social Media Marketing, Start-ups, Team Leadership, Event Management, Contract Negotiation, Marketing Communications, Fundraising, Competitive Analysis, Licensing, Public Relations, Social Media, Corporate Law, Sponsorship, Intellectual Property, Management, Online Marketing, Nonprofits, Business Planning, Small Business
Education
University of Houston Law Center 2003 — 2006
LL.M.
Loyola University New Orleans School of Law 2000 — 2003
JD
Louisiana Tech University 1997 — 1999
B.S.
Florida Southern College 1995 — 1997
Invesco July 2011 - May 2012
Park West Gallery February 2006 - May 2010
Arthur Dula 2004 - 2006
Baylor College of Medicine 2004 - 2004
Skills
Event Planning, Public Speaking, Marketing, Strategic Planning, New Business Development, Leadership, Marketing Strategy, Sales, Entrepreneurship, Advertising, Negotiation, Budgets, Product Development, Sales Management, Social Media Marketing, Start-ups, Team Leadership, Event Management, Contract Negotiation, Marketing Communications, Fundraising, Competitive Analysis, Licensing, Public Relations, Social Media, Corporate Law, Sponsorship, Intellectual Property, Management, Online Marketing, Nonprofits, Business Planning, Small Business
Education
University of Houston Law Center 2003 — 2006
LL.M.
Loyola University New Orleans School of Law 2000 — 2003
JD
Louisiana Tech University 1997 — 1999
B.S.
Florida Southern College 1995 — 1997
Brian Lutz, Esq. Brian Lutz, Esq.'s Invesco Experience October 2007 - November 2008
Job General Counsel Chief Compliance Officer at Professional Bureau of Collections of Maryland Inc.
Industry Legal Services
Experience
Professional Bureau of Collections of Maryland Inc. June 2015 - Present
Brian Lutz L.L.C. June 2014 - Present
Purple Land Management April 2015 - May 2015
R. K. Pinson & Associates LLC July 2014 - February 2015
Clear Creek Consulting January 2014 - March 2014
Reconstruction Experts February 2013 - January 2014
University of North Florida January 2012 - May 2012
Jacksonville Public Defender Office - 4th Judicial Circuit of Florida June 2011 - August 2011
Intrawest January 2009 - April 2009
Invesco October 2007 - November 2008
Skills
Excellent Technology..., Excellent interpersonal..., Team Building, Team Leadership, Team Management, Microsoft Technologies, Information Technology, NCAA Compliance, Legal Research, Legal Writing, Legislation, Legal Documents, New Business Development, Business Planning, Business Process..., Contract Negotiation, Contract Management, Compliance, Analytics, Presentations, Sports Marketing, Sponsorship, Delegation, Lexis, Westlaw, Google Docs, Corporate Law, Family Law, PowerPoint, Analysis, Leadership, Customer Service, Sales, Legal Assistance, Microsoft Word, Criminal Law, Civil Litigation, Microsoft Office, Research, Microsoft Excel, Time Management, Social Media, Event Planning, Marketing, Trials, Wordperfect, Litigation, Commercial Litigation, Mediation, Courts
Education
Florida Coastal School of Law 2009 — 2012
Doctor of Jurisprudence, J.D., Contracts, Sports, Technology Law
University of Oklahoma 2002 — 2007
BA - Sociology, Criminology, 3.0
Broken Arrow High School 1998 — 2002
H.S. Diploma, 3.9
Trout Elementary
Professional Bureau of Collections of Maryland Inc. June 2015 - Present
Brian Lutz L.L.C. June 2014 - Present
Purple Land Management April 2015 - May 2015
R. K. Pinson & Associates LLC July 2014 - February 2015
Clear Creek Consulting January 2014 - March 2014
Reconstruction Experts February 2013 - January 2014
University of North Florida January 2012 - May 2012
Jacksonville Public Defender Office - 4th Judicial Circuit of Florida June 2011 - August 2011
Intrawest January 2009 - April 2009
Invesco October 2007 - November 2008
Skills
Excellent Technology..., Excellent interpersonal..., Team Building, Team Leadership, Team Management, Microsoft Technologies, Information Technology, NCAA Compliance, Legal Research, Legal Writing, Legislation, Legal Documents, New Business Development, Business Planning, Business Process..., Contract Negotiation, Contract Management, Compliance, Analytics, Presentations, Sports Marketing, Sponsorship, Delegation, Lexis, Westlaw, Google Docs, Corporate Law, Family Law, PowerPoint, Analysis, Leadership, Customer Service, Sales, Legal Assistance, Microsoft Word, Criminal Law, Civil Litigation, Microsoft Office, Research, Microsoft Excel, Time Management, Social Media, Event Planning, Marketing, Trials, Wordperfect, Litigation, Commercial Litigation, Mediation, Courts
Education
Florida Coastal School of Law 2009 — 2012
Doctor of Jurisprudence, J.D., Contracts, Sports, Technology Law
University of Oklahoma 2002 — 2007
BA - Sociology, Criminology, 3.0
Broken Arrow High School 1998 — 2002
H.S. Diploma, 3.9
Trout Elementary
Bradford R. Thomas Bradford R. Thomas's Invesco Experience 2007 - 2009
Job Director of Sales & Marketing
Industry Mining & Metals
Experience
Novelis February 2014 - Present
Novelis June 2011 - January 2014
Novelis January 2010 - May 2011
Invesco 2007 - 2009
Beazer Homes 2005 - 2007
Accenture 2001 - 2005
Skills
Strategy, Business Strategy, Management, Strategic Planning, Sales & Marketing, Manufacturing, Cross-functional Team..., Business Development, Supply Chain, Product Development, Financial Analysis, Program Management, Management Consulting, Executive Management, Sales, Budgets
Education
Emory University - Goizueta Business School 2006 — 2008
MBA
University of North Carolina at Chapel Hill 1998 — 2000
University of North Carolina at Charlotte 1996 — 1998
Novelis February 2014 - Present
Novelis June 2011 - January 2014
Novelis January 2010 - May 2011
Invesco 2007 - 2009
Beazer Homes 2005 - 2007
Accenture 2001 - 2005
Skills
Strategy, Business Strategy, Management, Strategic Planning, Sales & Marketing, Manufacturing, Cross-functional Team..., Business Development, Supply Chain, Product Development, Financial Analysis, Program Management, Management Consulting, Executive Management, Sales, Budgets
Education
Emory University - Goizueta Business School 2006 — 2008
MBA
University of North Carolina at Chapel Hill 1998 — 2000
University of North Carolina at Charlotte 1996 — 1998
Yun(Christina) Liu Yun(Christina) Liu's Invesco Experience July 2013 - September 2013
Job Information Management Analyst (Research Department) at International Monetary Fund
Industry International Trade and Development
Experience
International Monetary Fund September 2014 - Present
The World Bank July 2014 - August 2014
ICBC international December 2013 - December 2013
Bank of Communications Limited October 2013 - November 2013
Invesco July 2013 - September 2013
Cassidy & Associates May 2013 - June 2013
McKinsey & Company December 2012 - January 2013
National Council for Social Security Fund October 2011 - December 2011
UNDP August 2011 - September 2011
World Food Programme January 2011 - February 2011
Skills
Mandarin, Stata, Economics, Research, Nonprofits, Editing, Press Releases, Community Outreach, International..., Marketing Communications, Social Media, Advertising, Public Relations, Public Policy, Energy Policy, International Relations, Politics, Diplomacy, Policy Analysis, Analysis, Business Strategy, Asset Management, Corporate Strategy..., Quantitative Analytics, Data Analysis, Management, Chinese, Market Research, Intercultural..., Qualitative Research, SPSS, Microsoft Office
Education
Cornell University 2012 — 2014
Master's degree, Public Administration
Peking University 2008 — 2012
Bachelor of Arts (B.A.), Advertising and Marketing (School of Journalism and Communication)
Peking University 2009 — 2011
Bachelor of Laws (LL.B.), International Relations and Foreign Affairs
International Monetary Fund September 2014 - Present
The World Bank July 2014 - August 2014
ICBC international December 2013 - December 2013
Bank of Communications Limited October 2013 - November 2013
Invesco July 2013 - September 2013
Cassidy & Associates May 2013 - June 2013
McKinsey & Company December 2012 - January 2013
National Council for Social Security Fund October 2011 - December 2011
UNDP August 2011 - September 2011
World Food Programme January 2011 - February 2011
Skills
Mandarin, Stata, Economics, Research, Nonprofits, Editing, Press Releases, Community Outreach, International..., Marketing Communications, Social Media, Advertising, Public Relations, Public Policy, Energy Policy, International Relations, Politics, Diplomacy, Policy Analysis, Analysis, Business Strategy, Asset Management, Corporate Strategy..., Quantitative Analytics, Data Analysis, Management, Chinese, Market Research, Intercultural..., Qualitative Research, SPSS, Microsoft Office
Education
Cornell University 2012 — 2014
Master's degree, Public Administration
Peking University 2008 — 2012
Bachelor of Arts (B.A.), Advertising and Marketing (School of Journalism and Communication)
Peking University 2009 — 2011
Bachelor of Laws (LL.B.), International Relations and Foreign Affairs
Erica McCormac Erica McCormac's Invesco Experience 2000 - 2001
Job Independent Petroleum Landman and Principal/Owner at Energy Title Resources, LLC
Industry Oil & Energy
Experience
Energy Title Resources April 2010 - Present
Various Companies 2002 - Present
Invesco 2000 - 2001
Janus Capital Group 1996 - 1998
Janus Capital Group 1994 - 1996
Janus Capital Group 1993 - 1994
Skills
Minerals, Due Diligence, Division Orders, Mineral Exploration, Natural Gas, Energy Industry, Energy, Petroleum, Gas, Upstream, Oil/Gas, Contract Negotiation, Mineral Rights, Abstracting, Title Searches, Land Acquisition, Land Management, Oil, Onshore, Oil & Gas Industry, Title Opinions, Supervisory Skills, Chain of Title, Land Administration, GIS, Investments, Project Planning, Leases, Titles, Drilling, Divestitures, Joint Ventures, Lease Negotiations, Mergers & Acquisitions, Acquisitions, Oil & Gas
Education
Colorado State University 1987 — 1992
B.A., Liberal Arts, Sociology
Energy Title Resources April 2010 - Present
Various Companies 2002 - Present
Invesco 2000 - 2001
Janus Capital Group 1996 - 1998
Janus Capital Group 1994 - 1996
Janus Capital Group 1993 - 1994
Skills
Minerals, Due Diligence, Division Orders, Mineral Exploration, Natural Gas, Energy Industry, Energy, Petroleum, Gas, Upstream, Oil/Gas, Contract Negotiation, Mineral Rights, Abstracting, Title Searches, Land Acquisition, Land Management, Oil, Onshore, Oil & Gas Industry, Title Opinions, Supervisory Skills, Chain of Title, Land Administration, GIS, Investments, Project Planning, Leases, Titles, Drilling, Divestitures, Joint Ventures, Lease Negotiations, Mergers & Acquisitions, Acquisitions, Oil & Gas
Education
Colorado State University 1987 — 1992
B.A., Liberal Arts, Sociology
Evan Rapkin Evan Rapkin's Invesco Experience May 2012 - August 2012
Job Senior FP&A Analyst at Connolly iHealth Technologies
Industry Hospital & Health Care
Experience
Connolly iHealth Technologies August 2015 - Present
Connolly iHealth Technologies October 2013 - August 2015
Invesco May 2012 - August 2012
University Hospitals of Cleveland, Reuben Gobezie M.D. May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Research, Management, Microsoft Office, Healthcare, Outlook, Economics, Data Analysis, Social Media
Education
Emory University 2009 — 2013
Bachelor of Arts, Economics
Connolly iHealth Technologies August 2015 - Present
Connolly iHealth Technologies October 2013 - August 2015
Invesco May 2012 - August 2012
University Hospitals of Cleveland, Reuben Gobezie M.D. May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Research, Management, Microsoft Office, Healthcare, Outlook, Economics, Data Analysis, Social Media
Education
Emory University 2009 — 2013
Bachelor of Arts, Economics
Greg Wicker Greg Wicker's Invesco Experience January 2013 - September 2013
Job Senior Tax Associate at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC September 2013 - June 2015
Invesco January 2013 - September 2013
Thurman Road, LLLP June 2011 - May 2012
King Industrial Realty, Inc./CORFAC Int'l June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Accounting, Financial Analysis, Financial Reporting, PowerPoint, Microsoft Word, Data Analysis, Analysis, Research, Project Management, Leadership, Analytical Skills, H&R Block Home and..., Quickbooks Pro, Financial Accounting, Tax, Access, Tax Research, Teamwork, Management, Tax Accounting, Partnership Taxation, CPA, QuickBooks
Education
Georgia State University 2012 — 2013
Master of Taxation, Taxation, 3.74
Georgia Institute of Technology 2007 — 2012
Bachelor of Science in Business Administration, Accounting, 3.31
PwC July 2015 - Present
PwC September 2013 - June 2015
Invesco January 2013 - September 2013
Thurman Road, LLLP June 2011 - May 2012
King Industrial Realty, Inc./CORFAC Int'l June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Accounting, Financial Analysis, Financial Reporting, PowerPoint, Microsoft Word, Data Analysis, Analysis, Research, Project Management, Leadership, Analytical Skills, H&R Block Home and..., Quickbooks Pro, Financial Accounting, Tax, Access, Tax Research, Teamwork, Management, Tax Accounting, Partnership Taxation, CPA, QuickBooks
Education
Georgia State University 2012 — 2013
Master of Taxation, Taxation, 3.74
Georgia Institute of Technology 2007 — 2012
Bachelor of Science in Business Administration, Accounting, 3.31
Tim Fiorito Tim Fiorito's Invesco Experience 2002 - 2004
Job Vice President, Corporate Real Estate Services
Industry Commercial Real Estate
Experience
Cushman & Wakefield "(Formerly DTZ)" June 2009 - Present
Acuity Funds January 2005 - June 2009
Invesco 2002 - 2004
Skills
Sales, New Business Development, Investments, Management, Market Analysis, Selling, Strategic Planning, Contract Negotiation, Negotiation, Business Development, Financial Analysis, Real Estate, Asset Management, Investment Properties, Sales Management, Leases, Portfolio Management
Education
Ryerson University 2003 — 2005
Finance
George Brown College 2001 — 2003
Financial Planning
Churchill
Hammarskjold
Cushman & Wakefield "(Formerly DTZ)" June 2009 - Present
Acuity Funds January 2005 - June 2009
Invesco 2002 - 2004
Skills
Sales, New Business Development, Investments, Management, Market Analysis, Selling, Strategic Planning, Contract Negotiation, Negotiation, Business Development, Financial Analysis, Real Estate, Asset Management, Investment Properties, Sales Management, Leases, Portfolio Management
Education
Ryerson University 2003 — 2005
Finance
George Brown College 2001 — 2003
Financial Planning
Churchill
Hammarskjold
Craig Altholz, CFA Craig Altholz, CFA's Invesco Experience 2013 - Present
Job Senior Product Manager Institutional Fixed Income
Industry Investment Management
Experience
Invesco 2013 - Present
J.P. Morgan 2011 - 2011
HSBC Global Asset Management 2008 - 2010
Barclays Capital 2007 - 2008
BlackRock 2002 - 2006
Skills
Emerging Markets, Natural Resources, Investments, Fundamental Analysis, Fixed Income, Derivatives, Financial Modeling, Team Leadership
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Invesco 2013 - Present
J.P. Morgan 2011 - 2011
HSBC Global Asset Management 2008 - 2010
Barclays Capital 2007 - 2008
BlackRock 2002 - 2006
Skills
Emerging Markets, Natural Resources, Investments, Fundamental Analysis, Fixed Income, Derivatives, Financial Modeling, Team Leadership
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Jonathan Johnson Jonathan Johnson's Invesco Experience January 1998 - December 2008
Job Cloud Architect at Dell SecureWorks
Industry Internet
Experience
Dell SecureWorks January 2015 - Present
SolTech Inc October 2011 - January 2015
SolTech Inc April 2010 - December 2011
LifeBux LLC January 2006 - August 2011
LabLynx, Inc. November 2009 - March 2010
Instawares January 2009 - November 2009
Invesco January 1998 - December 2008
Skills
Amazon Web Services..., .NET, ASP.NET, Web Services, C#, DotNetNuke, jQuery, Web Applications, Microsoft SQL Server, WCF, REST, Subversion, SharePoint, Software Development, LINQ, MongoDB, Databases, SSRS, SQL, JavaScript, Software Design, Scrum, XSLT, Database Design, MySQL, Testing, Agile Methodologies, VB.NET, ASP.NET MVC, XML, AJAX, WPF, SOA, Visual Studio, TFS, Web Development, IIS, CMS, T-SQL, Cloud Computing, .NET 4, DevOp (AWS), ADO.NET
Education
Georgia State University 1991 — 1993
Computer Information Systems
University of Mississippi 1986 — 1990
B.A., Psychology
Dell SecureWorks January 2015 - Present
SolTech Inc October 2011 - January 2015
SolTech Inc April 2010 - December 2011
LifeBux LLC January 2006 - August 2011
LabLynx, Inc. November 2009 - March 2010
Instawares January 2009 - November 2009
Invesco January 1998 - December 2008
Skills
Amazon Web Services..., .NET, ASP.NET, Web Services, C#, DotNetNuke, jQuery, Web Applications, Microsoft SQL Server, WCF, REST, Subversion, SharePoint, Software Development, LINQ, MongoDB, Databases, SSRS, SQL, JavaScript, Software Design, Scrum, XSLT, Database Design, MySQL, Testing, Agile Methodologies, VB.NET, ASP.NET MVC, XML, AJAX, WPF, SOA, Visual Studio, TFS, Web Development, IIS, CMS, T-SQL, Cloud Computing, .NET 4, DevOp (AWS), ADO.NET
Education
Georgia State University 1991 — 1993
Computer Information Systems
University of Mississippi 1986 — 1990
B.A., Psychology
Steve Berexa Steve Berexa's Invesco Experience 1995 - 1997
Job Global CIO Equity and Global Head of Research at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors June 1997 - Present
INVESCO 1995 - 1997
Prudential Financial 1987 - 1995
Skills
Social Media, Hedge Funds, Investments, Private Placements, Programming, Cloud Computing, Research, Market Research, Thematic/Sector Funds
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance
Duke University 1981 — 1985
BSEE, Engineering and Computer Science
Allianz Global Investors June 1997 - Present
INVESCO 1995 - 1997
Prudential Financial 1987 - 1995
Skills
Social Media, Hedge Funds, Investments, Private Placements, Programming, Cloud Computing, Research, Market Research, Thematic/Sector Funds
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance
Duke University 1981 — 1985
BSEE, Engineering and Computer Science
Tony Green Tony Green's Invesco Experience July 1993 - June 2005
Job Identifying, Developing Process Improvement, Customer Excellence, Strategic Development, Communication and Execution
Industry Financial Services
Experience
Operational and Customer Value Centers of Excellence April 2014 - Present
Brown Financial Group January 2013 - March 2014
American Circulation Innovation November 2010 - June 2013
Eagle Business Strategies September 2006 - October 2009
Kiwanis Club of Johns Creek October 2006 - September 2009
INVESCO July 1993 - June 2005
Invesco Ltd. 2003 - 2005
AIM Investments 1997 - 2003
Invesco US July 1993 - February 1997
Edward Jones & Co. 1978 - 1993
Skills
Strategic Planning, Process Improvement, Team Building, Change Management, Risk Management, Operations Management, Vendor Management, Due Diligence, Business Strategy, Coaching, Leadership Development, New Business Development, Customer Service, Performance Management, Compliance, Client Issue Resolution, Maintaining Strong..., Customer Relations, Management Consulting, Problem Solving, Budgeting, Organizational..., Sales Management, Contract Negotiation, Negotiation, Product Development, Mentoring, Employee Relations, Team Leadership, Planning, Executive Management, Business Planning, Management, Investments, CRM, Project Management, Business Process..., Business Development, Customer Satisfaction, Project Planning, Business Analysis, Analysis, Marketing, Finance, Entrepreneurship, Talent Management, Sales, Financial Services, Mutual Funds, Consulting
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters Certifictes of Business Management, Business Marketing and Business Finance
Georgia State University
Operational and Customer Value Centers of Excellence April 2014 - Present
Brown Financial Group January 2013 - March 2014
American Circulation Innovation November 2010 - June 2013
Eagle Business Strategies September 2006 - October 2009
Kiwanis Club of Johns Creek October 2006 - September 2009
INVESCO July 1993 - June 2005
Invesco Ltd. 2003 - 2005
AIM Investments 1997 - 2003
Invesco US July 1993 - February 1997
Edward Jones & Co. 1978 - 1993
Skills
Strategic Planning, Process Improvement, Team Building, Change Management, Risk Management, Operations Management, Vendor Management, Due Diligence, Business Strategy, Coaching, Leadership Development, New Business Development, Customer Service, Performance Management, Compliance, Client Issue Resolution, Maintaining Strong..., Customer Relations, Management Consulting, Problem Solving, Budgeting, Organizational..., Sales Management, Contract Negotiation, Negotiation, Product Development, Mentoring, Employee Relations, Team Leadership, Planning, Executive Management, Business Planning, Management, Investments, CRM, Project Management, Business Process..., Business Development, Customer Satisfaction, Project Planning, Business Analysis, Analysis, Marketing, Finance, Entrepreneurship, Talent Management, Sales, Financial Services, Mutual Funds, Consulting
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters Certifictes of Business Management, Business Marketing and Business Finance
Georgia State University
Jake Mortell Jake Mortell's Invesco Experience January 1998 - May 2003
Job Director of Advisory Services at Versus Capital Group
Industry Financial Services
Experience
Versus Capital Group March 2013 - Present
Candlewood Advisory Partners January 2007 - March 2013
Sincere & Co April 2003 - December 2006
INVESCO January 1998 - May 2003
Education
Dartmouth College 1990 — 1994
BA, English
Culver Academies 1987 — 1990
Versus Capital Group March 2013 - Present
Candlewood Advisory Partners January 2007 - March 2013
Sincere & Co April 2003 - December 2006
INVESCO January 1998 - May 2003
Education
Dartmouth College 1990 — 1994
BA, English
Culver Academies 1987 — 1990
Scott Brookes Scott Brookes's Invesco Experience 1991 - 1997
Job Director Retirement Plan Services at Sharkey Howes & Javer, Inc
Industry Investment Management
Experience
Sharkey Howes & Javer, Inc 2006 - Present
Merrill Lynch 1997 - 2004
INVESCO 1991 - 1997
Education
Colorado State University
The University of Texas at Austin
Sharkey Howes & Javer, Inc 2006 - Present
Merrill Lynch 1997 - 2004
INVESCO 1991 - 1997
Education
Colorado State University
The University of Texas at Austin
Kari Bloom Kari Bloom's Invesco Experience June 2013 - August 2013
Job J.D., Emory University School of Law
Industry Law Practice
Experience
WNCW May 2014 - August 2014
Invesco June 2013 - August 2013
The University of Texas Health Science Center at Houston August 2008 - August 2012
Kyle Bennett & Associates January 2007 - June 2008
Skills
Grant Writing, Editing, Legal Research, Legal Writing, Policy Analysis, Research, Westlaw, Budgets, Social Media, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Civil Litigation
Education
Emory University School of Law 2012 — 2015
J.D.
The University of Texas at Austin 2004 — 2008
B.A., Government, English (double major)
WNCW May 2014 - August 2014
Invesco June 2013 - August 2013
The University of Texas Health Science Center at Houston August 2008 - August 2012
Kyle Bennett & Associates January 2007 - June 2008
Skills
Grant Writing, Editing, Legal Research, Legal Writing, Policy Analysis, Research, Westlaw, Budgets, Social Media, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Civil Litigation
Education
Emory University School of Law 2012 — 2015
J.D.
The University of Texas at Austin 2004 — 2008
B.A., Government, English (double major)
David McElroy's Invesco Experience February 1994 - March 2008
Job Director, Ridgeworth Capital Management
Industry Investment Management
Experience
Ridgeworth Capital Management March 2009 - Present
Cornerstone Investment Partners March 2008 - March 2009
INVESCO February 1994 - March 2008
Education
Georgia State University 1990 — 1992
MBA, Finance
Emory University 1988 — 1990
BA, History and Economics
Oxford College 1986 — 1988
Associate of Arts (AA)
The Webb School 1982 — 1986
Ridgeworth Capital Management March 2009 - Present
Cornerstone Investment Partners March 2008 - March 2009
INVESCO February 1994 - March 2008
Education
Georgia State University 1990 — 1992
MBA, Finance
Emory University 1988 — 1990
BA, History and Economics
Oxford College 1986 — 1988
Associate of Arts (AA)
The Webb School 1982 — 1986
Ali Dohrman Bradway's Invesco Experience July 2010 - Present
Job Head of Human Resources Enterprise Support
Industry Investment Management
Experience
Invesco July 2010 - Present
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
University of Florida 1992 — 1997
BS
Invesco July 2010 - Present
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
University of Florida 1992 — 1997
BS
Isabelle Freidheim's Invesco Experience 2006 - 2007
Job Venture Partner at MissionOG
Industry Venture Capital & Private Equity
Experience
MissionOG June 2015 - Present
The London Fund March 2012 - August 2014
PonySafe July 2009 - October 2011
Invesco 2006 - 2007
Lehman Brothers 2004 - 2005
Skills
Entrepreneurship, Venture Capital, Start-ups, Private Equity, Investment Banking, Strategy, Business Strategy, E-commerce, Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions, Financial Modeling, Competitive Analysis, Valuation, Management, Business Development
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Columbia University in the City of New York 2002 — 2004
BA
Université Panthéon Assas (Paris II) 1999 — 2001
Ecole Active Bilingue 1997 — 1999
Baccalaureate
MissionOG June 2015 - Present
The London Fund March 2012 - August 2014
PonySafe July 2009 - October 2011
Invesco 2006 - 2007
Lehman Brothers 2004 - 2005
Skills
Entrepreneurship, Venture Capital, Start-ups, Private Equity, Investment Banking, Strategy, Business Strategy, E-commerce, Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions, Financial Modeling, Competitive Analysis, Valuation, Management, Business Development
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Columbia University in the City of New York 2002 — 2004
BA
Université Panthéon Assas (Paris II) 1999 — 2001
Ecole Active Bilingue 1997 — 1999
Baccalaureate
Kevin Thurston's Invesco Experience 1999 - 2000
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Red Robin 2014 - 2014
Red Robin 2014 - 2014
TIAA-CREF 2008 - 2008
Concast 2007 - 2007
Jeppesen 2004 - 2007
Invesco 1999 - 2000
Computer Sciences Corporation 1994 - 1996
Education
Colorado State University 1976 — 1981
Red Robin 2014 - 2014
Red Robin 2014 - 2014
TIAA-CREF 2008 - 2008
Concast 2007 - 2007
Jeppesen 2004 - 2007
Invesco 1999 - 2000
Computer Sciences Corporation 1994 - 1996
Education
Colorado State University 1976 — 1981
Ned Moore's Invesco Experience 1993 - 2000
Job CFA, Director, Managed Product Strategies
Industry Financial Services
Experience
Bey-Douglas November 2008 - Present
Merrill Lynch 2006 - October 2008
Allegiant Asset Management January 2005 - October 2006
American Express 2002 - 2004
INVESCO, Plc/AMVESCAP, Plc [Atlanta, Georgia] 1992 - 2001
INVESCO 1993 - 2000
Invesco Ltd. 1992 - 2000
Skills
Marketing, Securities, Financial Services, Product Management
Education
Emory University - Goizueta Business School 1990 — 1992
MBA
Sewanee-The University of the South 1980 — 1984
BA, English
Bey-Douglas November 2008 - Present
Merrill Lynch 2006 - October 2008
Allegiant Asset Management January 2005 - October 2006
American Express 2002 - 2004
INVESCO, Plc/AMVESCAP, Plc [Atlanta, Georgia] 1992 - 2001
INVESCO 1993 - 2000
Invesco Ltd. 1992 - 2000
Skills
Marketing, Securities, Financial Services, Product Management
Education
Emory University - Goizueta Business School 1990 — 1992
MBA
Sewanee-The University of the South 1980 — 1984
BA, English
William (Chip) Hahn's Invesco Experience January 2008 - Present
Job Advanced PeopleSoft Developer at Invesco
Industry Information Services
Experience
Invesco January 2008 - Present
Boston Market Corporation January 1999 - September 2007
TekSystems (Contractor assigned to Boston Market) December 1997 - February 1999
Innovative Services of America 1997 - 1997
Skills
ERP, PeopleSoft, Business Analysis, Business Intelligence, SDLC, Data Warehousing, SQL, Databases, Visio, Requirements Analysis, Oracle, Process Improvement, Vendor Management, Microsoft SQL Server, Crystal Reports, Integration, Data Modeling, Unix, Servers, Data Center, Testing
Education
Colorado State University 1991 — 1996
BS
Invesco January 2008 - Present
Boston Market Corporation January 1999 - September 2007
TekSystems (Contractor assigned to Boston Market) December 1997 - February 1999
Innovative Services of America 1997 - 1997
Skills
ERP, PeopleSoft, Business Analysis, Business Intelligence, SDLC, Data Warehousing, SQL, Databases, Visio, Requirements Analysis, Oracle, Process Improvement, Vendor Management, Microsoft SQL Server, Crystal Reports, Integration, Data Modeling, Unix, Servers, Data Center, Testing
Education
Colorado State University 1991 — 1996
BS
Diane Easter-Hicks's Invesco Experience 1992 - 1995
Job Senior Operations Manager at MG Trust Company
Industry Financial Services
Experience
MG Trust Company June 2013 - Present
TD Ameritrade Trust Company March 2008 - June 2013
Fiserv Investment Support Services April 1996 - March 2008
Invesco 1992 - 1995
Education
Colorado State University 2012 — 2014
Master of Arts (MA), Organizational Leadership
University of Phoenix 2002 — 2005
BS, Business Administration and Management, General
MG Trust Company June 2013 - Present
TD Ameritrade Trust Company March 2008 - June 2013
Fiserv Investment Support Services April 1996 - March 2008
Invesco 1992 - 1995
Education
Colorado State University 2012 — 2014
Master of Arts (MA), Organizational Leadership
University of Phoenix 2002 — 2005
BS, Business Administration and Management, General
Brandon Burke's Invesco Experience April 2007 - Present
Job Assistant Controller
Industry Financial Services
Experience
Invesco April 2007 - Present
Franklin Templeton Investments November 2012 - October 2013
PricewaterhouseCoopers August 2006 - April 2007
Druid Hills Golf Club 2003 - 2006
Education
Emory University - Goizueta Business School 2003 — 2006
BBA, Accounting
Emory University 2002 — 2006
BBA, Business
Invesco April 2007 - Present
Franklin Templeton Investments November 2012 - October 2013
PricewaterhouseCoopers August 2006 - April 2007
Druid Hills Golf Club 2003 - 2006
Education
Emory University - Goizueta Business School 2003 — 2006
BBA, Accounting
Emory University 2002 — 2006
BBA, Business
Mitch Harrison's Invesco Experience February 2001 - July 2004
Job Partner, First Communities
Industry Real Estate
Experience
First Communities August 2004 - Present
INVESCO February 2001 - July 2004
The Carson Group 1998 - 2001
Skills
Property Management, Asset Managment, Operations Management, Leases, Security APL, Operational Excellence
Education
Furman University 1993 — 1997
First Communities August 2004 - Present
INVESCO February 2001 - July 2004
The Carson Group 1998 - 2001
Skills
Property Management, Asset Managment, Operations Management, Leases, Security APL, Operational Excellence
Education
Furman University 1993 — 1997
Aimee Marvel's Invesco Experience August 2006 - Present
Job Sr Manager, HR Technology at Invesco
Industry Financial Services
Experience
Invesco August 2006 - Present
BearingPoint 2002 - 2006
Arthur Andersen Business Consulting 1999 - 2002
Technology Solutions Company January 1998 - July 1999
Skills
Management, PeopleSoft, Business Analysis, HRIS, Change Management, Analysis, Management Consulting, Business Process...
Education
Florida State University - College of Business 1993 — 1997
Florida State University
Invesco August 2006 - Present
BearingPoint 2002 - 2006
Arthur Andersen Business Consulting 1999 - 2002
Technology Solutions Company January 1998 - July 1999
Skills
Management, PeopleSoft, Business Analysis, HRIS, Change Management, Analysis, Management Consulting, Business Process...
Education
Florida State University - College of Business 1993 — 1997
Florida State University
Debbie Mann's Invesco Experience October 2007 - October 2010
Job Contractor Strategic Sourcing Services
Industry Financial Services
Experience
Peachtree Immediate Care October 2010 - December 2014
INVESCO October 2007 - October 2010
The Home Depot March 2005 - August 2007
Delta Air Lines June 1999 - March 2005
NCR February 1996 - 1999
Skills
Vendor Management, Procurement, Program Management, Leadership, Outsourcing, Management, Supply Management, Strategic Sourcing, Global Sourcing, Change Management, Operations Management
Education
Georgia State University
Peachtree Immediate Care October 2010 - December 2014
INVESCO October 2007 - October 2010
The Home Depot March 2005 - August 2007
Delta Air Lines June 1999 - March 2005
NCR February 1996 - 1999
Skills
Vendor Management, Procurement, Program Management, Leadership, Outsourcing, Management, Supply Management, Strategic Sourcing, Global Sourcing, Change Management, Operations Management
Education
Georgia State University
Austin Medford's Invesco Experience 2007 - Present
Job Revenue Accountant at Invesco
Industry Accounting
Experience
Invesco 2007 - Present
BodyPlex Fitness Adventure December 2005 - November 2006
Education
Georgia Institute of Technology 2000 — 2004
Invesco 2007 - Present
BodyPlex Fitness Adventure December 2005 - November 2006
Education
Georgia Institute of Technology 2000 — 2004
Rich Jackman's Invesco Experience July 1993 - July 1998
Job Configuration Manager at Pulte Mortgage
Industry Information Technology and Services
Experience
Pulte Mortgage March 2014 - Present
Davita 2009 - 2011
DaVita October 2005 - December 2008
Gambro Healthcare November 2000 - October 2005
Tesser March 1999 - December 1999
INVESCO July 1993 - July 1998
Skills
Disaster Recovery, Windows Server, SharePoint, Active Directory, IIS, System Administration, Software Documentation, Visio, Virtualization, Data Center, Servers, SQL, VMware, IT Management, IT Operations, Network Security, Healthcare Information..., Microsoft SQL Server, ColdFusion, VMware ESX, Databases, Software Development, MySQL, Troubleshooting, Citrix, Unix, Security, DNS, Operating Systems, Network Administration, TCP/IP, Requirements Analysis, Information Technology, VMware Infrastructure, Windows, vSphere, Perl, Software Project..., powershell, Software Configuration..., Process Automation, Windows Scripting
Education
Evangel College 1984 — 1988
Batcherlor of Arts, Major:Theology Minor:Philosophy
Pulte Mortgage March 2014 - Present
Davita 2009 - 2011
DaVita October 2005 - December 2008
Gambro Healthcare November 2000 - October 2005
Tesser March 1999 - December 1999
INVESCO July 1993 - July 1998
Skills
Disaster Recovery, Windows Server, SharePoint, Active Directory, IIS, System Administration, Software Documentation, Visio, Virtualization, Data Center, Servers, SQL, VMware, IT Management, IT Operations, Network Security, Healthcare Information..., Microsoft SQL Server, ColdFusion, VMware ESX, Databases, Software Development, MySQL, Troubleshooting, Citrix, Unix, Security, DNS, Operating Systems, Network Administration, TCP/IP, Requirements Analysis, Information Technology, VMware Infrastructure, Windows, vSphere, Perl, Software Project..., powershell, Software Configuration..., Process Automation, Windows Scripting
Education
Evangel College 1984 — 1988
Batcherlor of Arts, Major:Theology Minor:Philosophy
Lindsay Todd's Invesco Experience 1998 - 1999
Job Managing Director at Avec Capital
Industry Investment Management
Experience
Avec Capital 2008 - Present
Todd Household 1999 - 2007
Invesco 1998 - 1999
Chancellor LGT 1996 - 1998
Chancellor Capital Management 1988 - 1996
Citicorp Investment Management 1986 - 1988
Metropolitan Life Insurance 1983 - 1986
Metropolitan Life Insurance 1980 - 1983
Skills
Investments, Private Equity, Bloomberg, Mutual Funds, Investment Management, Pensions, Asset Management, Asset Managment, Institutional..., Alternative Investments, Financial Services, Real Estate, Portfolio Management, Mergers & Acquisitions, Private Placements, Asset Allocation, Strategic Partnerships, Fixed Income, Equities, Management, Hedge Funds, Investment Strategies, Fund Of Funds, Capital, Emerging Markets, Venture Capital, Valuation, Investor Relations, Investment Advisory
Education
Denison University 1976 — 1980
B.A., Economics and Psychology
Rancho High School 1973 — 1976
St. Louis Cathedral
Avec Capital 2008 - Present
Todd Household 1999 - 2007
Invesco 1998 - 1999
Chancellor LGT 1996 - 1998
Chancellor Capital Management 1988 - 1996
Citicorp Investment Management 1986 - 1988
Metropolitan Life Insurance 1983 - 1986
Metropolitan Life Insurance 1980 - 1983
Skills
Investments, Private Equity, Bloomberg, Mutual Funds, Investment Management, Pensions, Asset Management, Asset Managment, Institutional..., Alternative Investments, Financial Services, Real Estate, Portfolio Management, Mergers & Acquisitions, Private Placements, Asset Allocation, Strategic Partnerships, Fixed Income, Equities, Management, Hedge Funds, Investment Strategies, Fund Of Funds, Capital, Emerging Markets, Venture Capital, Valuation, Investor Relations, Investment Advisory
Education
Denison University 1976 — 1980
B.A., Economics and Psychology
Rancho High School 1973 — 1976
St. Louis Cathedral
John P. Middleton, CFA, CAIA, AIF®'s Invesco Experience August 2001 - August 2008
Job Board Member at North Hunterdon High School Education Foundation
Industry Investment Management
Experience
Brighton Financial Planning January 2010 - Present
Junior Lions/Green and Gold Lacrosse August 2010 - Present
North Hunterdon High School Education Foundation February 2014 - June 2015
Brighton Financial Planning, Inc. August 2008 - January 2010
INVESCO August 2001 - August 2008
Mutual of America July 1999 - August 2001
Raymond James Financial 1992 - 1999
Chubb & Son, Inc. 1989 - 1992
Skills
Investments, Asset Managment, Asset Allocation, Equities, Investment Strategies, Portfolio Management, Mutual Funds, Investment Advisory, Fixed Income, Investment Management, Strategic Financial..., Personal Financial..., Estate Planning, Retirement Planning, Financial Services, Finance
Education
University of Tampa 1989 — 1993
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts, Political Science
Florida State University 2010 — 2011
Certificate, Financial Planning
Immaculata HS 1980 — 1984
Brighton Financial Planning January 2010 - Present
Junior Lions/Green and Gold Lacrosse August 2010 - Present
North Hunterdon High School Education Foundation February 2014 - June 2015
Brighton Financial Planning, Inc. August 2008 - January 2010
INVESCO August 2001 - August 2008
Mutual of America July 1999 - August 2001
Raymond James Financial 1992 - 1999
Chubb & Son, Inc. 1989 - 1992
Skills
Investments, Asset Managment, Asset Allocation, Equities, Investment Strategies, Portfolio Management, Mutual Funds, Investment Advisory, Fixed Income, Investment Management, Strategic Financial..., Personal Financial..., Estate Planning, Retirement Planning, Financial Services, Finance
Education
University of Tampa 1989 — 1993
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts, Political Science
Florida State University 2010 — 2011
Certificate, Financial Planning
Immaculata HS 1980 — 1984
Lawson McWhorter, CMT, CFA's Invesco Experience September 2005 - March 2011
Job Head of Research at Metolius Capital, LLC
Industry Investment Management
Experience
Metolius Capital, LLC April 2011 - Present
Invesco September 2005 - March 2011
Managed Quantitative Advisors August 2004 - August 2005
Balsam Capital Management, LLC January 2000 - December 2003
C.E. Unterberg, Towbin March 1998 - December 1999
Genesis Capital Management, LP July 1996 - December 1997
Jarrett Investment Research, Inc. January 1995 - June 1996
Kidder Peabody January 1994 - December 1994
Education
Davidson College 1989 — 1993
BA
Metolius Capital, LLC April 2011 - Present
Invesco September 2005 - March 2011
Managed Quantitative Advisors August 2004 - August 2005
Balsam Capital Management, LLC January 2000 - December 2003
C.E. Unterberg, Towbin March 1998 - December 1999
Genesis Capital Management, LP July 1996 - December 1997
Jarrett Investment Research, Inc. January 1995 - June 1996
Kidder Peabody January 1994 - December 1994
Education
Davidson College 1989 — 1993
BA
Candy Williams's Invesco Experience March 2003 - April 2014
Job Sr. Global Payroll Accountant at INVESCO
Industry Financial Services
Experience
INVESCO March 2003 - April 2014
CRC Press September 2001 - February 2003
First Bank of Florida fka First Federal of the Palm Beaches January 1984 - August 2001
Skills
Microsoft Excel, Outlook, PeopleSoft, Accounting, Microsoft Word, PowerPoint, Process Improvement, Microsoft Office, Budgets, Customer Service, Time Management, Leadership, Strategic Planning, Management, Employee Relations, Team Leadership, Project Planning, Performance Management, Payroll
Education
Florida Atlantic University 1998 — 2002
Bachelor of Arts (B.A.), Communication, General
Tallahassee Community College 1979 — 1981
Associates, General
INVESCO March 2003 - April 2014
CRC Press September 2001 - February 2003
First Bank of Florida fka First Federal of the Palm Beaches January 1984 - August 2001
Skills
Microsoft Excel, Outlook, PeopleSoft, Accounting, Microsoft Word, PowerPoint, Process Improvement, Microsoft Office, Budgets, Customer Service, Time Management, Leadership, Strategic Planning, Management, Employee Relations, Team Leadership, Project Planning, Performance Management, Payroll
Education
Florida Atlantic University 1998 — 2002
Bachelor of Arts (B.A.), Communication, General
Tallahassee Community College 1979 — 1981
Associates, General
Jerome Turner's Invesco Experience 2007 - 2009
Job Portfolio Analyst at Atlanta Housing Authority
Industry Financial Services
Experience
Atlanta Housing Authority October 2010 - Present
Invesco 2007 - 2009
EARNEST Partners 2003 - 2007
Fortis 2000 - 2003
Mellon Financial 1998 - 2000
Education
Geneva College 1993 — 1997
BSBA, Finance
Atlanta Housing Authority October 2010 - Present
Invesco 2007 - 2009
EARNEST Partners 2003 - 2007
Fortis 2000 - 2003
Mellon Financial 1998 - 2000
Education
Geneva College 1993 — 1997
BSBA, Finance
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
Cody Poirier's Invesco Experience 2010 - 2013
Job Vice President at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management 2015 - Present
Pax World Management LLC 2013 - April 2015
Invesco 2010 - 2013
Morgan Stanley Investment Management 2007 - 2010
Calamos Investments 2006 - 2007
Great Point Capital 2004 - 2006
Skills
Mutual Funds, Investments, ETFs, Trading, Asset Management, Client Relationship..., Portfolio Management, Unit Trusts, Alternative Investments, Business Analysis, Business Planning, Client Development, Cash Flow Forecasting, Corporate Finance, Convertible Bonds, Closed-end Funds, Client Communication, Competitive Analysis, Client Services, Direct Sales, Electronic Trading, Economic Modeling, Equity Research, Financial Advisory, Financial Modeling, Financial Analysis, Economic Research, Asset Allocation, Equity Derivatives, Fixed Income Products, Equity Sales, Economics, Financial Planning, Financial Markets, Structured Finance, Institutional Relations, Institutional Clients, Model Portfolios, Structured Products, Market Analysis, Proprietary Trading, Personal Finance, Portfolio Optimization, Trading Strategies, Socially Responsible..., Impact Investing, Sustainability, Series 7, Financial Services, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA
CFA Institute
2015 Level II Candidate in the CFA Program
Northern Trust Asset Management 2015 - Present
Pax World Management LLC 2013 - April 2015
Invesco 2010 - 2013
Morgan Stanley Investment Management 2007 - 2010
Calamos Investments 2006 - 2007
Great Point Capital 2004 - 2006
Skills
Mutual Funds, Investments, ETFs, Trading, Asset Management, Client Relationship..., Portfolio Management, Unit Trusts, Alternative Investments, Business Analysis, Business Planning, Client Development, Cash Flow Forecasting, Corporate Finance, Convertible Bonds, Closed-end Funds, Client Communication, Competitive Analysis, Client Services, Direct Sales, Electronic Trading, Economic Modeling, Equity Research, Financial Advisory, Financial Modeling, Financial Analysis, Economic Research, Asset Allocation, Equity Derivatives, Fixed Income Products, Equity Sales, Economics, Financial Planning, Financial Markets, Structured Finance, Institutional Relations, Institutional Clients, Model Portfolios, Structured Products, Market Analysis, Proprietary Trading, Personal Finance, Portfolio Optimization, Trading Strategies, Socially Responsible..., Impact Investing, Sustainability, Series 7, Financial Services, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA
CFA Institute
2015 Level II Candidate in the CFA Program
Ali Harris's Invesco Experience September 2000 - September 2007
Job Quality Assurance | Convergent, LLC
Industry Information Technology and Services
Experience
Convergent - Retirement Technology Experts July 2012 - Present
Merrill Lynch September 2007 - July 2012
Invesco September 2000 - September 2007
Skills
Project Management, Leadership, Change Management, Program Management, Strategic Planning, Asset Management, Management, Business Strategy, Business Development, Team Building, Entrepreneurship, Operations Management, Contract Negotiation, New Business Development, Customer Service, Budgets, Marketing Strategy, Investments, Strategic Financial..., Negotiation
Education
Georgia Institute of Technology 1989 — 1994
BA Textile Engineering, Fiber Science and Engineering
Georgia Institute of Technology 1989 — 1994
BA Textile Engineering, Fiber Science and Engineering
Convergent - Retirement Technology Experts July 2012 - Present
Merrill Lynch September 2007 - July 2012
Invesco September 2000 - September 2007
Skills
Project Management, Leadership, Change Management, Program Management, Strategic Planning, Asset Management, Management, Business Strategy, Business Development, Team Building, Entrepreneurship, Operations Management, Contract Negotiation, New Business Development, Customer Service, Budgets, Marketing Strategy, Investments, Strategic Financial..., Negotiation
Education
Georgia Institute of Technology 1989 — 1994
BA Textile Engineering, Fiber Science and Engineering
Georgia Institute of Technology 1989 — 1994
BA Textile Engineering, Fiber Science and Engineering
Anupama Nimak's Invesco Experience March 2013 - Present
Job IT Team Lead at invesco
Industry Financial Services
Experience
invesco March 2013 - Present
INVESCO 2008 - March 2013
INVESCO 2007 - 2010
Invesco Ltd. 2004 - 2007
Skills
Software Project..., Business Analysis for..., Trading Systems
Education
University of Houston 1993 — 1996
MS, Computer science
University of Pune 1988 — 1992
M. Sc, Physics
Fergusson College 1985 — 1988
BSc, Physics
invesco March 2013 - Present
INVESCO 2008 - March 2013
INVESCO 2007 - 2010
Invesco Ltd. 2004 - 2007
Skills
Software Project..., Business Analysis for..., Trading Systems
Education
University of Houston 1993 — 1996
MS, Computer science
University of Pune 1988 — 1992
M. Sc, Physics
Fergusson College 1985 — 1988
BSc, Physics
Marvin Flewellen, CFA's Invesco Experience Senior Vice PresidentScudder InvestmentsNovember 2000 - April 2002
Job Senior Director at INVESCO
Industry Investment Management
Experience
INVESCO Senior Vice PresidentScudder InvestmentsNovember 2000 - April 2002
Duff & Phelps January 1994 - November 2000
Northern Trust Global Investments June 1985 - January 1994
Northern Trust Asset Management 1985 - 1994
Education
The University of Chicago 1988 — 1990
MBA, Financial Management
DePauw University 1981 — 1985
INVESCO Senior Vice PresidentScudder InvestmentsNovember 2000 - April 2002
Duff & Phelps January 1994 - November 2000
Northern Trust Global Investments June 1985 - January 1994
Northern Trust Asset Management 1985 - 1994
Education
The University of Chicago 1988 — 1990
MBA, Financial Management
DePauw University 1981 — 1985
Darryl Benjamin's Invesco Experience 1993 - 1997
Job President/CEO at AB Green Cleaning Services LLC.
Industry Facilities Services
Experience
AB Green Cleaning Services LLC. January 2009 - Present
B-Trade Services August 2000 - January 2008
BNY ConvergEx 2000 - 2008
The Bank of New York 2000 - 2008
INVESCO 1993 - 1997
Education
Northeastern University 1984 — 1987
Business Management
Fitchburg State University
AB Green Cleaning Services LLC. January 2009 - Present
B-Trade Services August 2000 - January 2008
BNY ConvergEx 2000 - 2008
The Bank of New York 2000 - 2008
INVESCO 1993 - 1997
Education
Northeastern University 1984 — 1987
Business Management
Fitchburg State University
LaToya Grant's Invesco Experience June 2008 - October 2011
Job at
Industry Accounting
Experience
Veritiv May 2015 - Present
Fiserv April 2013 - Present
Fiserv December 2011 - March 2013
INVESCO June 2008 - October 2011
Lund International June 2004 - June 2007
Omni Landscape Group December 2001 - December 2003
Textilease Quick-Aid 2000 - 2001
Skills
Account Reconciliation, Accounts Payable, Journal Entries, Variance Analysis, Cash, Microsoft Office, Accounts Receivable, Oracle Financials, Excel, Month End Close, Investments, Intercompany, SAP, Oracle Discoverer, Mas 90, BPCS, Year End Close, Escheatment, Process Improvement, Employee Training, Microsoft Excel, Vlookup, MS Excel Pivot Tables
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
BBA
Georgia Perimeter College 2004 — 2006
Associates in Science
Veritiv May 2015 - Present
Fiserv April 2013 - Present
Fiserv December 2011 - March 2013
INVESCO June 2008 - October 2011
Lund International June 2004 - June 2007
Omni Landscape Group December 2001 - December 2003
Textilease Quick-Aid 2000 - 2001
Skills
Account Reconciliation, Accounts Payable, Journal Entries, Variance Analysis, Cash, Microsoft Office, Accounts Receivable, Oracle Financials, Excel, Month End Close, Investments, Intercompany, SAP, Oracle Discoverer, Mas 90, BPCS, Year End Close, Escheatment, Process Improvement, Employee Training, Microsoft Excel, Vlookup, MS Excel Pivot Tables
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
BBA
Georgia Perimeter College 2004 — 2006
Associates in Science
Jeff Parsons's Invesco Experience 2000 - 2001
Job Senior Equity Analyst
Industry Financial Services
Experience
Eaton Vance Management August 2008 - June 2014
Ark Asset Management March 2005 - July 2008
First Investors Corporation 2003 - 2005
Invesco 2000 - 2001
Reich & Tang June 1997 - November 1999
Skills
Equities, Asset Management, Portfolio Management, Hedge Funds, Trading, Bloomberg, Valuation, Fixed Income, Equity Research, Mutual Funds, Investments, Investment Management, Equity Valuation, Financial Modeling, Financial Analysis
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
University of Michigan 1986 — 1990
BA, Economics
Eaton Vance Management August 2008 - June 2014
Ark Asset Management March 2005 - July 2008
First Investors Corporation 2003 - 2005
Invesco 2000 - 2001
Reich & Tang June 1997 - November 1999
Skills
Equities, Asset Management, Portfolio Management, Hedge Funds, Trading, Bloomberg, Valuation, Fixed Income, Equity Research, Mutual Funds, Investments, Investment Management, Equity Valuation, Financial Modeling, Financial Analysis
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
University of Michigan 1986 — 1990
BA, Economics
Clifton Liu's Invesco Experience May 1998 - April 2000
Job RAD team/Quant model infrastructure team Lead for the Equity Derivatives Technology
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers February 2007 - September 2008
JP Morgan Chase February 2006 - February 2007
Morgan Stanley February 2005 - February 2006
Lehman Brothers August 2002 - February 2005
Crosslinks Systems, Inc. April 2000 - January 2002
INVESCO May 1998 - April 2000
Bloomberg September 1996 - April 1998
Skills
Fixed Income, Trading Systems, Electronic Trading, Derivatives, Equity Derivatives, Risk Management, Trading, Quantitative Analytics, Market Data, Investment Banking, Credit Derivatives, Equities, Market Risk, Portfolio Management, Middle Office, Financial Risk
Education
Willmot/7City 2013 — 2014
Certificate in Quant Finance, CQF, Financial Derivatives Theory/Practices
Columbia University - Fu Foundation School of Engineering and Applied Science
M. Phil, Applied Physics
Polytechnic University
BS, Electrical Engineering, Physics
Wells Fargo September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers February 2007 - September 2008
JP Morgan Chase February 2006 - February 2007
Morgan Stanley February 2005 - February 2006
Lehman Brothers August 2002 - February 2005
Crosslinks Systems, Inc. April 2000 - January 2002
INVESCO May 1998 - April 2000
Bloomberg September 1996 - April 1998
Skills
Fixed Income, Trading Systems, Electronic Trading, Derivatives, Equity Derivatives, Risk Management, Trading, Quantitative Analytics, Market Data, Investment Banking, Credit Derivatives, Equities, Market Risk, Portfolio Management, Middle Office, Financial Risk
Education
Willmot/7City 2013 — 2014
Certificate in Quant Finance, CQF, Financial Derivatives Theory/Practices
Columbia University - Fu Foundation School of Engineering and Applied Science
M. Phil, Applied Physics
Polytechnic University
BS, Electrical Engineering, Physics
Dona Mccormack's Invesco Experience 2007 - Present
Job Chairman's Council at Invescoaim
Industry Financial Services
Experience
INVESCO 2007 - Present
Education
Columbus State Community College 2002 — 2005
AS, Biology and chemistry
INVESCO 2007 - Present
Education
Columbus State Community College 2002 — 2005
AS, Biology and chemistry
Tammie Gadomski's Invesco Experience January 2013 - September 2013
Job Vice President, Passive Marketing Manager at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2013 - Present
Invesco January 2013 - September 2013
Invesco Ltd. January 2009 - January 2013
Van Kampen Investments 2004 - 2009
JPMorgan Chase 2003 - 2004
UBS Financial Services 2002 - 2003
Morgan Stanley 2000 - 2002
Skills
Financial Services, Marketing, Morningstar, Mutual Funds, Portfolio Management, Securities, Asset Allocation, Series 63, Series 7, Asset Management, Equities, Wealth Management
Education
Eastern Illinois University 1996 — 2000
BA, Speech Communication, Business Administration
Deutsche Bank September 2013 - Present
Invesco January 2013 - September 2013
Invesco Ltd. January 2009 - January 2013
Van Kampen Investments 2004 - 2009
JPMorgan Chase 2003 - 2004
UBS Financial Services 2002 - 2003
Morgan Stanley 2000 - 2002
Skills
Financial Services, Marketing, Morningstar, Mutual Funds, Portfolio Management, Securities, Asset Allocation, Series 63, Series 7, Asset Management, Equities, Wealth Management
Education
Eastern Illinois University 1996 — 2000
BA, Speech Communication, Business Administration
Patrick Zacchea's Invesco Experience June 2010 - Present
Job Divisional Sales Director
Industry Financial Services
Experience
Invesco June 2010 - Present
Van Kampen Investments March 1996 - Present
Morgan Stanley 1998 - June 2010
Van Kampen Investments 1996 - 2008
Van KampenInvestments 1996 - 2008
Van Kampen Investments 1996 - 2008
Education
Pace University - Lubin School of Business 1990 — 1993
MBA
Fordham University 1979 — 1983
B.S., Finance
Chaminade High School 1975 — 1979
HS
Invesco June 2010 - Present
Van Kampen Investments March 1996 - Present
Morgan Stanley 1998 - June 2010
Van Kampen Investments 1996 - 2008
Van KampenInvestments 1996 - 2008
Van Kampen Investments 1996 - 2008
Education
Pace University - Lubin School of Business 1990 — 1993
MBA
Fordham University 1979 — 1983
B.S., Finance
Chaminade High School 1975 — 1979
HS
Chad Churchwell's Invesco Experience January 2003 - May 2003
Job Analytical, ResultsDriven Customer Service Relationship Manager
Industry Financial Services
Experience
TD Ameritrade Institutional January 2011 - October 2014
TD Ameritrade Institutional August 2008 - January 2011
Overland High School Football 2011 - 2011
Fiserv ISS April 2006 - August 2008
Aim Investments May 2003 - April 2006
INVESCO January 2003 - May 2003
Invesco US November 2000 - January 2003
Invesco US June 2000 - November 2000
Skills
Financial Services, Portfolio Management, Series 63, Asset Managment, Series 7, Investments, 401k, Mutual Funds, Relationship Management, Retirement Planning, Asset Management, Risk Management, Separately Managed..., Securities, Salesforce.com, Customer Satisfaction, Long-term Customer..., CRM, Finance
Education
University of Northern Colorado 1998 — 2000
Bachelor, Finance
Colorado State University 1995 — 1998
General Studies
TD Ameritrade Institutional January 2011 - October 2014
TD Ameritrade Institutional August 2008 - January 2011
Overland High School Football 2011 - 2011
Fiserv ISS April 2006 - August 2008
Aim Investments May 2003 - April 2006
INVESCO January 2003 - May 2003
Invesco US November 2000 - January 2003
Invesco US June 2000 - November 2000
Skills
Financial Services, Portfolio Management, Series 63, Asset Managment, Series 7, Investments, 401k, Mutual Funds, Relationship Management, Retirement Planning, Asset Management, Risk Management, Separately Managed..., Securities, Salesforce.com, Customer Satisfaction, Long-term Customer..., CRM, Finance
Education
University of Northern Colorado 1998 — 2000
Bachelor, Finance
Colorado State University 1995 — 1998
General Studies
Kelly Archibald's Invesco Experience November 2000 - August 2009
Job team leader at INVESCO
Industry Financial Services
Experience
Invesco Funds Group (AIM Investments) 2000 - Present
INVESCO November 2000 - August 2009
Education
Colorado Mesa University
Business Administration, Marketing
Invesco Funds Group (AIM Investments) 2000 - Present
INVESCO November 2000 - August 2009
Education
Colorado Mesa University
Business Administration, Marketing
H. Terri Berry, MBA, CEP, CWP's Invesco Experience October 1997 - September 2001
Job Business Process Project Manager Banking & Finance
Industry Financial Services
Experience
Flagstar Bank January 2013 - August 2013
Aerotek February 2011 - January 2013
Bella Event Panache November 2010 - January 2011
Macy's November 2010 - January 2011
Mr. B's Southern Cuisine Catering and Event Planning Service July 2005 - May 2010
Xcitek Consulting August 2007 - February 2009
Xcitek Consulting Services July 2007 - February 2009
AMVESCAP September 2001 - June 2005
INVESCO October 1997 - September 2001
Comerica Bank January 1991 - October 1997
Skills
Software Training, PeopleSoft CRM, Software Implementation, Mentoring, Coaching, Visio, OmniPlus, Microsoft Suite (Excel,..., Call Center..., Qualified Retirement..., Project Coordination, Project Management, Microsoft Excel, Leadership, Call Centers, Hands-on Training, Access, Financial Services, PeopleSoft, User Acceptance Testing, Cross-functional Team..., Requirements Gathering, Training, Project Planning, Vendor Management, Risk Management, Process Improvement, Team Leadership, CRM, Event Management, Human Resources, Employee Benefits, Analysis, Databases, Business Analysis, Disaster Recovery, Quality Assurance, MS Project, Recruiting, Testing, Management, Time Management, SDLC, Business Requirements, Employee Training, Budgets, Customer Service, Business Process..., Software Documentation, Banking
Education
New Horizons Learning Center 2010 — 2011
PMP, Project Management
University of Phoenix 2009 — 2011
MBA, Project Management
Florida Agricultural and Mechanical University 1986 — 1990
BS, Accounting
Cass Technical High
Diploma, Business Administration
Flagstar Bank January 2013 - August 2013
Aerotek February 2011 - January 2013
Bella Event Panache November 2010 - January 2011
Macy's November 2010 - January 2011
Mr. B's Southern Cuisine Catering and Event Planning Service July 2005 - May 2010
Xcitek Consulting August 2007 - February 2009
Xcitek Consulting Services July 2007 - February 2009
AMVESCAP September 2001 - June 2005
INVESCO October 1997 - September 2001
Comerica Bank January 1991 - October 1997
Skills
Software Training, PeopleSoft CRM, Software Implementation, Mentoring, Coaching, Visio, OmniPlus, Microsoft Suite (Excel,..., Call Center..., Qualified Retirement..., Project Coordination, Project Management, Microsoft Excel, Leadership, Call Centers, Hands-on Training, Access, Financial Services, PeopleSoft, User Acceptance Testing, Cross-functional Team..., Requirements Gathering, Training, Project Planning, Vendor Management, Risk Management, Process Improvement, Team Leadership, CRM, Event Management, Human Resources, Employee Benefits, Analysis, Databases, Business Analysis, Disaster Recovery, Quality Assurance, MS Project, Recruiting, Testing, Management, Time Management, SDLC, Business Requirements, Employee Training, Budgets, Customer Service, Business Process..., Software Documentation, Banking
Education
New Horizons Learning Center 2010 — 2011
PMP, Project Management
University of Phoenix 2009 — 2011
MBA, Project Management
Florida Agricultural and Mechanical University 1986 — 1990
BS, Accounting
Cass Technical High
Diploma, Business Administration
Rhoni Seguin's Invesco Experience Managing DirectorInvesco1986 - Present
Job Managing Director at INVESCO
Industry Investment Management
Experience
INVESCO Managing DirectorInvesco1986 - Present
Education
George Fox University
BA, Business
INVESCO Managing DirectorInvesco1986 - Present
Education
George Fox University
BA, Business
Marjorie Heidinger's Invesco Experience December 1991 - March 1996
Job Manager Content Development at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
TIAA-CREF January 2010 - July 2011
TIAA-CREF November 2006 - August 2008
TIAA-CREF July 2004 - November 2006
TIAA-CREF March 1998 - July 2004
TIAA-CREF March 1996 - March 1998
INVESCO December 1991 - March 1996
Skills
Cross-functional Team..., Process Improvement, Leadership, Change Management, Project Management, Strategic Planning, Business Strategy, Marketing, Team Building, Training, Financial Services, Mutual Funds, Sales, Business Analysis, Investments
Education
Colorado State University 1985 — 1989
BS, Finance
Charles Schwab July 2011 - Present
TIAA-CREF January 2010 - July 2011
TIAA-CREF November 2006 - August 2008
TIAA-CREF July 2004 - November 2006
TIAA-CREF March 1998 - July 2004
TIAA-CREF March 1996 - March 1998
INVESCO December 1991 - March 1996
Skills
Cross-functional Team..., Process Improvement, Leadership, Change Management, Project Management, Strategic Planning, Business Strategy, Marketing, Team Building, Training, Financial Services, Mutual Funds, Sales, Business Analysis, Investments
Education
Colorado State University 1985 — 1989
BS, Finance
Bill Hairgrove's Invesco Experience 1994 - 1998
Job Regional Vice President at Water Island Capital, LLC
Industry Financial Services
Experience
Water Island Capital, LLC November 2013 - Present
Calvert Investments June 1998 - October 2013
INVESCO 1994 - 1998
Skills
Series 6, Series 63, Series 7, Mutual Funds, Investment Strategies, Investments, Securities, Equities, Fixed Income, Corporate Social..., Strategic Planning, Business Development, Marketing Strategy, Budgets, Accounting, Investment Advisory, Insurance, Separately Managed..., Financial Services
Education
Metropolitan State College of Denver 1992 — 1995
Bachelor's degree, Marketing
Colorado State University 1991 — 1992
Water Island Capital, LLC November 2013 - Present
Calvert Investments June 1998 - October 2013
INVESCO 1994 - 1998
Skills
Series 6, Series 63, Series 7, Mutual Funds, Investment Strategies, Investments, Securities, Equities, Fixed Income, Corporate Social..., Strategic Planning, Business Development, Marketing Strategy, Budgets, Accounting, Investment Advisory, Insurance, Separately Managed..., Financial Services
Education
Metropolitan State College of Denver 1992 — 1995
Bachelor's degree, Marketing
Colorado State University 1991 — 1992
Wayne Eischen's Invesco Experience 2000 - 2003
Job Senior Intermediary Payment Analyst at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company January 2011 - Present
ALPS, A DST Company January 2010 - January 2011
ALPS, A DST Company July 2008 - January 2010
INVESCO 2000 - 2003
Skills
Mutual Funds, Financial Services, Financial Analysis, Finance, Securities, Microsoft Excel, Fund Accounting, Bloomberg, Alternative Investments, Equities, Hedge Funds, Asset Management, Investments, Series 7
Education
Colorado State University 1985 — 1989
Business, Finance
ALPS, A DST Company January 2011 - Present
ALPS, A DST Company January 2010 - January 2011
ALPS, A DST Company July 2008 - January 2010
INVESCO 2000 - 2003
Skills
Mutual Funds, Financial Services, Financial Analysis, Finance, Securities, Microsoft Excel, Fund Accounting, Bloomberg, Alternative Investments, Equities, Hedge Funds, Asset Management, Investments, Series 7
Education
Colorado State University 1985 — 1989
Business, Finance
Charles Bishop's Invesco Experience February 1993 - October 2007
Job Portfolio Manager
Industry Investment Management
Experience
AIG Asset Management Group April 2010 - Present
Third Avenue Management November 2009 - March 2010
Credit Suisse October 2007 - October 2008
INVESCO February 1993 - October 2007
Kidder Peabody August 1987 - February 1993
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1987
MBA, Finance
Duke University 1979 — 1983
BS, Computer Science, Economics
AIG Asset Management Group April 2010 - Present
Third Avenue Management November 2009 - March 2010
Credit Suisse October 2007 - October 2008
INVESCO February 1993 - October 2007
Kidder Peabody August 1987 - February 1993
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1987
MBA, Finance
Duke University 1979 — 1983
BS, Computer Science, Economics
Mercedes Schoppik's Invesco Experience June 2000 - November 2003
Job Head of Institutional Sales at JPMorgan Asset Management
Industry Financial Services
Experience
JPMorgan April 2009 - Present
Schroders 2003 - 2009
Schroders Investment Management 2003 - 2008
INVESCO June 2000 - November 2003
BAWAG 1998 - 2000
Skills
Asset Management, Alternative Investments, Financial Markets, Hedge Funds, Fixed Income
Education
Donau-Universität Krems
MBA, Entrepreneurship CEE and Finance
Horn
JPMorgan April 2009 - Present
Schroders 2003 - 2009
Schroders Investment Management 2003 - 2008
INVESCO June 2000 - November 2003
BAWAG 1998 - 2000
Skills
Asset Management, Alternative Investments, Financial Markets, Hedge Funds, Fixed Income
Education
Donau-Universität Krems
MBA, Entrepreneurship CEE and Finance
Horn
Monica England's Invesco Experience June 2008 - December 2008
Job Senior Accountant at Children's Healthcare of Atlanta
Industry Accounting
Experience
Children's Healthcare of Atlanta August 2013 - Present
Habif, Arogeti & Wynne, LLP May 2009 - July 2013
INVESCO June 2008 - December 2008
Dixon Hughes Goodman LLP January 2006 - June 2008
Skills
GAAP, Accounting, Auditing, Account Reconciliation, Variance Analysis, Payroll, US GAAP, Financial Statements, External Audit, Financial Accounting, QuickBooks, General Ledger, Fixed Assets, Tax Research, Financial Analysis, Revenue Recognition, Accounts Receivable, Accounts Payable, FASB, Accounting Research, Accruals
Education
Dillard University 2003 — 2005
Bachelor of Arts, Accounting
Delgado Community College 2001 — 2002
Associate of Science, Accounting
Children's Healthcare of Atlanta August 2013 - Present
Habif, Arogeti & Wynne, LLP May 2009 - July 2013
INVESCO June 2008 - December 2008
Dixon Hughes Goodman LLP January 2006 - June 2008
Skills
GAAP, Accounting, Auditing, Account Reconciliation, Variance Analysis, Payroll, US GAAP, Financial Statements, External Audit, Financial Accounting, QuickBooks, General Ledger, Fixed Assets, Tax Research, Financial Analysis, Revenue Recognition, Accounts Receivable, Accounts Payable, FASB, Accounting Research, Accruals
Education
Dillard University 2003 — 2005
Bachelor of Arts, Accounting
Delgado Community College 2001 — 2002
Associate of Science, Accounting
Bill Mechling, MBA CRPC®'s Invesco Experience January 1993 - July 2003
Job Senior Vice President at Access Distribution Partners
Industry Financial Services
Experience
Access Distribution Partners January 2013 - Present
REIT Wholesaler 2009 - 2012
Lincoln Financial Distributors November 2006 - February 2009
American Express/RiverSource 2003 - 2007
INVESCO January 1993 - July 2003
Pitney Bowes 1991 - 1993
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Asset Allocation, Investments, Series 6, Securities, Asset Managment, Series 24, Investment Advisory, Series 65, Alternative Investments, Portfolio Management, Fixed Annuities, Financial Services, Uniform Combined State..., Asset Management, Retirement, Wealth Management, Investment Strategies, Variable Annuities, Financial Advisory, Retirement Planning, Defined Benefit, Strategic Financial..., Relationship Management
Education
University of Colorado at Denver 1996 — 1998
Master of Business Administration (MBA), Finance
Fort Lewis College 1984 — 1988
BA, Business Administration
Access Distribution Partners January 2013 - Present
REIT Wholesaler 2009 - 2012
Lincoln Financial Distributors November 2006 - February 2009
American Express/RiverSource 2003 - 2007
INVESCO January 1993 - July 2003
Pitney Bowes 1991 - 1993
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Asset Allocation, Investments, Series 6, Securities, Asset Managment, Series 24, Investment Advisory, Series 65, Alternative Investments, Portfolio Management, Fixed Annuities, Financial Services, Uniform Combined State..., Asset Management, Retirement, Wealth Management, Investment Strategies, Variable Annuities, Financial Advisory, Retirement Planning, Defined Benefit, Strategic Financial..., Relationship Management
Education
University of Colorado at Denver 1996 — 1998
Master of Business Administration (MBA), Finance
Fort Lewis College 1984 — 1988
BA, Business Administration
Lelanie Roache's Invesco Experience March 2001 - May 2006
Job Group Manager, Fund Accounting at Equinoxe Alternative Investment Services
Industry Financial Services
Experience
Equinoxe Alternative Investment Services 2011 - Present
MadisonGrey July 2006 - 2011
INVESCO March 2001 - May 2006
Franklin Templeton Investments February 1998 - July 2000
Skills
Hedge Funds, Alternative Investments, Fund Accounting, Financial Reporting, Fund Administration, Bloomberg, Accounting, Investments, Securities, Fund Of Funds, Derivatives, Mutual Funds, Fixed Income
Education
Florida International University - College of Business
BBA, Finance & International Business
Mercer University
MBA, Finance
Equinoxe Alternative Investment Services 2011 - Present
MadisonGrey July 2006 - 2011
INVESCO March 2001 - May 2006
Franklin Templeton Investments February 1998 - July 2000
Skills
Hedge Funds, Alternative Investments, Fund Accounting, Financial Reporting, Fund Administration, Bloomberg, Accounting, Investments, Securities, Fund Of Funds, Derivatives, Mutual Funds, Fixed Income
Education
Florida International University - College of Business
BBA, Finance & International Business
Mercer University
MBA, Finance
Russell Kamp's Invesco Experience 1993 - 2009
Job Managing Partner at Kamp Consulting Solutions, LLC
Industry Financial Services
Experience
Kamp Consulting Solutions, LLC August 2011 - Present
Two Sigma Investments, LLC June 2009 - July 2011
My next Venture February 2009 - February 2009
West Bergen Mental Healthcare March 2000 - February 2009
Invesco Quantitative Strategies January 1993 - January 2009
invesco 1993 - 2009
Evaluation Associates, Inc October 1981 - January 1993
Skills
Asset Managment, Alternative Investments, Equities, Investments, Hedge Funds, Fixed Income, Asset Management, Asset Allocation, Portfolio Management, Due Diligence, Investment Management, Investment Banking, Mutual Funds, Pensions, Strategy, Investment Strategies, Retirement, Credit, Institutional..., Bloomberg
Education
Fordham University 1977 — 1981
BS, Business
Kamp Consulting Solutions, LLC August 2011 - Present
Two Sigma Investments, LLC June 2009 - July 2011
My next Venture February 2009 - February 2009
West Bergen Mental Healthcare March 2000 - February 2009
Invesco Quantitative Strategies January 1993 - January 2009
invesco 1993 - 2009
Evaluation Associates, Inc October 1981 - January 1993
Skills
Asset Managment, Alternative Investments, Equities, Investments, Hedge Funds, Fixed Income, Asset Management, Asset Allocation, Portfolio Management, Due Diligence, Investment Management, Investment Banking, Mutual Funds, Pensions, Strategy, Investment Strategies, Retirement, Credit, Institutional..., Bloomberg
Education
Fordham University 1977 — 1981
BS, Business
Jeremy Lefkowitz's Invesco Experience June 2010 - Present
Job Head of PC&T (retired) at Invesco
Industry Investment Management
Experience
INVESCO June 2010 - Present
Invesco October 1974 - June 2010
Skills
Portfolio Management
Education
Columbia University - Columbia Business School 1967 — 1969
MBA, Finance
Columbia University - School of Engineering 1963 — 1967
B.S., Industrial Engineering
INVESCO June 2010 - Present
Invesco October 1974 - June 2010
Skills
Portfolio Management
Education
Columbia University - Columbia Business School 1967 — 1969
MBA, Finance
Columbia University - School of Engineering 1963 — 1967
B.S., Industrial Engineering
Vince Cornett's Invesco Experience January 1996 - July 1999
Job Consultant at The Alliance Group
Industry Financial Services
Experience
The Alliance Group May 2012 - Present
The Alliance Group March 2012 - June 2012
Strategic Staffing Solutions January 2010 - January 2012
Enterprise Iron Financial Industry Solutions, Inc. 2006 - 2009
CNA Trust / UBOC 2000 - 2006
Invesco Asia August 1999 - January 2000
MetLife March 1999 - August 1999
Invesco January 1996 - July 1999
Skills
Defined Contribution, Retirement, 401k, Business Analysis, Defined Benefit, Employee Benefits, Vendor Management, Requirements Analysis, Pensions, Account Reconciliation, Data Conversion, Analysis, Requirements Gathering, Siebel, Project Management, Financial Services, Business Requirements, User Acceptance Testing, Business Process..., Testing, Payroll, SharePoint, Analytics, Insurance, Mutual Funds, Process Improvement, Quality Assurance, Retirement Planning, Risk Management, Investments, SDLC, Access, Regression Testing, System Testing, Data Analysis, Business Process, Account Management, Banking, Data Warehousing, Agile Methodologies, Consulting, Management
Education
University of North Alabama 1993 — 1995
Columbia State Community College
The Alliance Group May 2012 - Present
The Alliance Group March 2012 - June 2012
Strategic Staffing Solutions January 2010 - January 2012
Enterprise Iron Financial Industry Solutions, Inc. 2006 - 2009
CNA Trust / UBOC 2000 - 2006
Invesco Asia August 1999 - January 2000
MetLife March 1999 - August 1999
Invesco January 1996 - July 1999
Skills
Defined Contribution, Retirement, 401k, Business Analysis, Defined Benefit, Employee Benefits, Vendor Management, Requirements Analysis, Pensions, Account Reconciliation, Data Conversion, Analysis, Requirements Gathering, Siebel, Project Management, Financial Services, Business Requirements, User Acceptance Testing, Business Process..., Testing, Payroll, SharePoint, Analytics, Insurance, Mutual Funds, Process Improvement, Quality Assurance, Retirement Planning, Risk Management, Investments, SDLC, Access, Regression Testing, System Testing, Data Analysis, Business Process, Account Management, Banking, Data Warehousing, Agile Methodologies, Consulting, Management
Education
University of North Alabama 1993 — 1995
Columbia State Community College
Michael Vedder's Invesco Experience 1996 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
Epiphany Mutual Funds June 2011 - Present
Foxhall Capital Management April 2010 - June 2011
Federated Investors July 2008 - February 2009
Transamerica September 2004 - July 2005
Curian Capital 2002 - 2003
Invesco Mutual Funds 1996 - 2002
INVESCO 1996 - 2002
Skills
Separately Managed..., Investments, 401k, Mutual Funds, Territory, Cold Calling, Series 6, Annuities, Series 7, Wealth Management, Alternative Investments, Retirement Planning, Channel, ETFs, Customer Relations, Series 63
Education
Connecticut College 1988 — 1992
Bach. of Arts, eCONOMICS
Epiphany Mutual Funds June 2011 - Present
Foxhall Capital Management April 2010 - June 2011
Federated Investors July 2008 - February 2009
Transamerica September 2004 - July 2005
Curian Capital 2002 - 2003
Invesco Mutual Funds 1996 - 2002
INVESCO 1996 - 2002
Skills
Separately Managed..., Investments, 401k, Mutual Funds, Territory, Cold Calling, Series 6, Annuities, Series 7, Wealth Management, Alternative Investments, Retirement Planning, Channel, ETFs, Customer Relations, Series 63
Education
Connecticut College 1988 — 1992
Bach. of Arts, eCONOMICS
Annelise Eschmann's Invesco Experience 1999 - 2005
Job BlackRock
Industry Financial Services
Experience
BlackRock June 2012 - Present
Plainfield Asset Management June 2008 - April 2010
Credit Suisse October 2005 - May 2008
Invesco 1999 - 2005
Bear Stearns July 1998 - October 1999
SBC Warburg Dillon Read 1996 - 1998
PaineWebber 1994 - 1996
Education
Eckerd College 1984 — 1988
BA, Economics, Spanish
BlackRock June 2012 - Present
Plainfield Asset Management June 2008 - April 2010
Credit Suisse October 2005 - May 2008
Invesco 1999 - 2005
Bear Stearns July 1998 - October 1999
SBC Warburg Dillon Read 1996 - 1998
PaineWebber 1994 - 1996
Education
Eckerd College 1984 — 1988
BA, Economics, Spanish
Ted Ujazdowski's Invesco Experience 1998 - 1999
Job Investment Management Professional
Industry Investment Management
Experience
Ark Asset Management 1999 - 2009
Invesco 1998 - 1999
Chancellor Capital Management 1988 - 1998
Citicorp Investment Management 1977 - 1988
Skills
Equities, Hedge Funds, Asset Managment, Asset Management, Fixed Income, Asset Allocation, Investment Management, Portfolio Management, Equity Research, Investments, Management, Alternative Investments, Securities, Bloomberg, Private Equity
Education
New York University - Leonard N. Stern School of Business 1973 — 1976
MBA, Finance
Fordham University 1969 — 1973
BS, Business Administration
Ark Asset Management 1999 - 2009
Invesco 1998 - 1999
Chancellor Capital Management 1988 - 1998
Citicorp Investment Management 1977 - 1988
Skills
Equities, Hedge Funds, Asset Managment, Asset Management, Fixed Income, Asset Allocation, Investment Management, Portfolio Management, Equity Research, Investments, Management, Alternative Investments, Securities, Bloomberg, Private Equity
Education
New York University - Leonard N. Stern School of Business 1973 — 1976
MBA, Finance
Fordham University 1969 — 1973
BS, Business Administration
Shari Sikes's Invesco Experience October 2012 - May 2014
Job Senior Municipal Credit Analyst at First Trust
Industry Investment Management
Experience
First Trust June 2014 - Present
Invesco October 2012 - May 2014
Standard & Poor's January 2010 - October 2012
Nuveen Investments February 2003 - June 2009
Wachovia Securities, Inc March 1997 - January 2003
Skills
Analysis, Portfolio Management, Investments, Management, Credit Analysis, Credit, Bonds, Leadership, Economics, Asset Allocation, Fixed Income, Due Diligence, Capital Markets, Bloomberg, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.S., Finance
University of Missouri
B.A, Economics
First Trust June 2014 - Present
Invesco October 2012 - May 2014
Standard & Poor's January 2010 - October 2012
Nuveen Investments February 2003 - June 2009
Wachovia Securities, Inc March 1997 - January 2003
Skills
Analysis, Portfolio Management, Investments, Management, Credit Analysis, Credit, Bonds, Leadership, Economics, Asset Allocation, Fixed Income, Due Diligence, Capital Markets, Bloomberg, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.S., Finance
University of Missouri
B.A, Economics
Charles Nix, CFA's Invesco Experience April 2013 - Present
Job Business Analyst at Invesco
Industry Financial Services
Experience
Invesco April 2013 - Present
The Home Depot April 2012 - March 2013
White Horse Advisors, LLC July 2008 - April 2012
White Horse Advisors, LLC June 2007 - August 2007
Skills
Financial Analysis, Investments, Strategic Financial..., Series 7, Financial Modeling, Valuation, Microsoft Excel, Retirement Planning, Portfolio Management, PowerPoint, Asset Allocation, Wealth Management, Equities
Education
Emory University - Goizueta Business School 2014 — 2017
Master of Business Administration (MBA), Finance
Mercer University 2005 — 2008
Bachelors Business Administration, Finance
Holy Innocents' Episcopal School 2000 — 2004
High School
Invesco April 2013 - Present
The Home Depot April 2012 - March 2013
White Horse Advisors, LLC July 2008 - April 2012
White Horse Advisors, LLC June 2007 - August 2007
Skills
Financial Analysis, Investments, Strategic Financial..., Series 7, Financial Modeling, Valuation, Microsoft Excel, Retirement Planning, Portfolio Management, PowerPoint, Asset Allocation, Wealth Management, Equities
Education
Emory University - Goizueta Business School 2014 — 2017
Master of Business Administration (MBA), Finance
Mercer University 2005 — 2008
Bachelors Business Administration, Finance
Holy Innocents' Episcopal School 2000 — 2004
High School
Banu Elizondo's Invesco Experience November 2013 - Present
Job
Industry Investment Management
Experience
Invesco November 2013 - Present
ING Investment Management October 2011 - November 2013
ING Investment Management April 2007 - October 2011
Wachovia, A Wells Fargo Company June 2003 - April 2007
Skills
High Yield, Portfolio Management, Trading, Emerging Markets, Series 7, Credit Analysis, Series 63, Fixed Income Analysis, Bonds, Fixed Income, Bloomberg, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Corporate Finance, Credit, Financial Markets, Financial Modeling, Hedge Funds, Hedging, Investments, Valuation, Investment Management, Asset Allocation, Risk Management
Education
Duke University 1999 — 2003
BS
Notre Dame de Sion 1991 — 1999
Invesco November 2013 - Present
ING Investment Management October 2011 - November 2013
ING Investment Management April 2007 - October 2011
Wachovia, A Wells Fargo Company June 2003 - April 2007
Skills
High Yield, Portfolio Management, Trading, Emerging Markets, Series 7, Credit Analysis, Series 63, Fixed Income Analysis, Bonds, Fixed Income, Bloomberg, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Corporate Finance, Credit, Financial Markets, Financial Modeling, Hedge Funds, Hedging, Investments, Valuation, Investment Management, Asset Allocation, Risk Management
Education
Duke University 1999 — 2003
BS
Notre Dame de Sion 1991 — 1999
Jovan Marconi's Invesco Experience January 2014 - February 2015
Job Team Lead Business Analyst/Project Manager at Invesco
Industry Investment Management
Experience
Legal & General Investment Management September 2015 - Present
Invesco US February 2015 - September 2015
Invesco January 2014 - February 2015
AEGON October 2010 - December 2013
Mercer Investment Consulting June 2004 - October 2010
Mercer Investment Consulting March 2002 - June 2004
Mercer Investment Consulting June 1999 - March 2002
Skills
Equities, Investments, Fixed Income, Valuation, Mutual Funds, Bloomberg, Analysis, Securities, Customer Relations, PowerPoint, Statistics, Data Analysis, Business Analysis, Performance Attribution, Outlook, Benchmarking, Derivatives, System Implementations, Investment Performance, Project Management, SDLC, CIPM, GIPS Compliance, Data Management, Asset Management, Six Sigma, Lean Projects, Budgets, Benefit Cost Analysis, Risk Assessment, Attribution, Eagle PACE, Pension Funds, Institutional..., Defined Benefit, Financial Services, Process Improvement, Investment Management, Quantitative Analytics, Series 7, Series 63, Requirements Gathering, Pensions, Investment Advisory, Innovation, Creativity, Creative Strategy, Investment Strategies, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
MBA
Northeastern Illinois University 1996 — 1999
B.S., Finance
Legal & General Investment Management September 2015 - Present
Invesco US February 2015 - September 2015
Invesco January 2014 - February 2015
AEGON October 2010 - December 2013
Mercer Investment Consulting June 2004 - October 2010
Mercer Investment Consulting March 2002 - June 2004
Mercer Investment Consulting June 1999 - March 2002
Skills
Equities, Investments, Fixed Income, Valuation, Mutual Funds, Bloomberg, Analysis, Securities, Customer Relations, PowerPoint, Statistics, Data Analysis, Business Analysis, Performance Attribution, Outlook, Benchmarking, Derivatives, System Implementations, Investment Performance, Project Management, SDLC, CIPM, GIPS Compliance, Data Management, Asset Management, Six Sigma, Lean Projects, Budgets, Benefit Cost Analysis, Risk Assessment, Attribution, Eagle PACE, Pension Funds, Institutional..., Defined Benefit, Financial Services, Process Improvement, Investment Management, Quantitative Analytics, Series 7, Series 63, Requirements Gathering, Pensions, Investment Advisory, Innovation, Creativity, Creative Strategy, Investment Strategies, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
MBA
Northeastern Illinois University 1996 — 1999
B.S., Finance
Dominick Romano's Invesco Experience June 2010 - Present
Job Market Research Manager at Invesco
Industry Investment Management
Experience
Invesco June 2010 - Present
Van Kampen Investments December 2006 - May 2010
Van Kampen Investments May 2003 - November 2006
Van Kampen Investments 2000 - 2002
Skills
Competitive Analysis, Data Analysis, Investments, Research, Board Reporting, Trend Analysis, Mutual Funds, ETFs, Closed-end Funds, Financial Analysis, Finance, Market Research, Equities, Product Management, Asset Management, Management
Education
Elmhurst College 2006 — 2008
MBA, Finance
University of Illinois at Urbana-Champaign 1997 — 1999
Bachelors, Liberal Arts & Sciences
Invesco June 2010 - Present
Van Kampen Investments December 2006 - May 2010
Van Kampen Investments May 2003 - November 2006
Van Kampen Investments 2000 - 2002
Skills
Competitive Analysis, Data Analysis, Investments, Research, Board Reporting, Trend Analysis, Mutual Funds, ETFs, Closed-end Funds, Financial Analysis, Finance, Market Research, Equities, Product Management, Asset Management, Management
Education
Elmhurst College 2006 — 2008
MBA, Finance
University of Illinois at Urbana-Champaign 1997 — 1999
Bachelors, Liberal Arts & Sciences
Brian Sloat's Invesco Experience 1998 - 2002
Job Director Professional Services at NeuStar, Inc.
Industry Information Technology and Services
Experience
NeuStar, Inc. July 2006 - Present
Remax International Inc. 2002 - 2006
Invesco 1998 - 2002
Skills
XML, C, Java Enterprise Edition, JDBC, Software Development, Unix, Agile Methodologies, Integration, SQL, Shell Scripting, Vendor Management, Enterprise Software, SaaS, Requirements Analysis, Management, SDLC, Software Project..., Telecommunications, Cloud Computing, Program Management
Education
Fort Lewis College 1985 — 1989
bachelors degree, Economics
NeuStar, Inc. July 2006 - Present
Remax International Inc. 2002 - 2006
Invesco 1998 - 2002
Skills
XML, C, Java Enterprise Edition, JDBC, Software Development, Unix, Agile Methodologies, Integration, SQL, Shell Scripting, Vendor Management, Enterprise Software, SaaS, Requirements Analysis, Management, SDLC, Software Project..., Telecommunications, Cloud Computing, Program Management
Education
Fort Lewis College 1985 — 1989
bachelors degree, Economics
Jeff Gorvits's Invesco Experience 2008 - 2013
Job Principle Developer at Invesco Ltd
Industry Financial Services
Experience
Invesco Ltd. June 1995 - Present
Invesco 2008 - 2013
Morgan Stanley October 2002 - May 2010
Van Kampen Funds June 1995 - June 2002
Skills
Windows development, Web Development, C#, Java, WCF, Entity Framework, LINQ, ASP.NET, JavaScript, XML, SQL Server, SSRS, SSIS, SSAS, WPF, Prism, Microsoft SQL Server, .NET, Analysis Services, PL/SQL, ASP, Visual Studio, Software Development, Windows, Unix
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1990
Computer Career program, Computer Science
Technical University, Kharkov
Certificate in Computer Science, Computer
Technical University, Kharkov, Ukraine
MS in Electrical engineering, Electrical engineering
Invesco Ltd. June 1995 - Present
Invesco 2008 - 2013
Morgan Stanley October 2002 - May 2010
Van Kampen Funds June 1995 - June 2002
Skills
Windows development, Web Development, C#, Java, WCF, Entity Framework, LINQ, ASP.NET, JavaScript, XML, SQL Server, SSRS, SSIS, SSAS, WPF, Prism, Microsoft SQL Server, .NET, Analysis Services, PL/SQL, ASP, Visual Studio, Software Development, Windows, Unix
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1990
Computer Career program, Computer Science
Technical University, Kharkov
Certificate in Computer Science, Computer
Technical University, Kharkov, Ukraine
MS in Electrical engineering, Electrical engineering
John Ferreby's Invesco Experience May 1985 - December 2005
Job Portfolio Manager at Waycross Partners
Industry Investment Management
Experience
Waycross Partners January 2009 - Present
Invesco May 1985 - December 2005
Skills
Portfolio Management, Equities, Investments, Asset Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Investment Management, Investment Strategies, Bloomberg, Mutual Funds, Equity Research, Valuation, Derivatives
Education
Dartmouth College 1980 — 1984
Bachelor of Arts (B.A.), Engineering
Waycross Partners January 2009 - Present
Invesco May 1985 - December 2005
Skills
Portfolio Management, Equities, Investments, Asset Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Investment Management, Investment Strategies, Bloomberg, Mutual Funds, Equity Research, Valuation, Derivatives
Education
Dartmouth College 1980 — 1984
Bachelor of Arts (B.A.), Engineering
John Schorle's Invesco Experience July 2012 - Present
Job Senior Analyst, Mutual Funds at Invesco
Industry Financial Services
Experience
Invesco July 2012 - Present
Invesco Ltd. 2008 - November 2012
Invesco Ltd. 2005 - 2008
JP Morgan 2001 - 2005
Invesco Ltd. 1998 - 2001
Skills
Bonds, Fund Accounting, Asset Managment, Fixed Income, Fixed Income Analysis, Trading, Investments, Asset Management, Mutual Funds, Financial Analysis, Capital Markets, Investment Advisory, Bloomberg, High Yield, Portfolio Management, Securities
Education
DePaul University 1992 — 1995
BA, Economics
Certification
Registered CPA
Invesco July 2012 - Present
Invesco Ltd. 2008 - November 2012
Invesco Ltd. 2005 - 2008
JP Morgan 2001 - 2005
Invesco Ltd. 1998 - 2001
Skills
Bonds, Fund Accounting, Asset Managment, Fixed Income, Fixed Income Analysis, Trading, Investments, Asset Management, Mutual Funds, Financial Analysis, Capital Markets, Investment Advisory, Bloomberg, High Yield, Portfolio Management, Securities
Education
DePaul University 1992 — 1995
BA, Economics
Certification
Registered CPA
joseph portera's Invesco Experience December 2012 - Present
Job PM
Industry Investment Management
Experience
Invesco December 2012 - Present
Hartford Investment Management August 2009 - December 2012
Hartford Investment Management August 2009 - 2012
MacKay Shields 1991 - 2009
Skills
Asset Management, Portfolio Management, Investments, Fixed Income, Emerging Markets, Asset Allocation, Investment Strategies, Hedge Funds, Asset Managment, Investment Management, CrossFit, Bloomberg, Bonds, Equities, Mutual Funds
Education
fodham graduate school arts and sciences
Master's degree, international political economy and development
Fordham University 1977 — 1981
BA, Soviet Studies
Invesco December 2012 - Present
Hartford Investment Management August 2009 - December 2012
Hartford Investment Management August 2009 - 2012
MacKay Shields 1991 - 2009
Skills
Asset Management, Portfolio Management, Investments, Fixed Income, Emerging Markets, Asset Allocation, Investment Strategies, Hedge Funds, Asset Managment, Investment Management, CrossFit, Bloomberg, Bonds, Equities, Mutual Funds
Education
fodham graduate school arts and sciences
Master's degree, international political economy and development
Fordham University 1977 — 1981
BA, Soviet Studies
Ann Ginsburg's Invesco Experience February 2008 - May 2010
Job Senior Market Analyst at Invesco US
Industry Investment Management
Experience
Invesco US May 2014 - Present
self-employed 2009 - Present
Invesco February 2008 - May 2010
Morgan Stanley June 1997 - April 2001
Valores Finamex 1994 - 1997
Skills
Financial Analysis, Economic Research, Marketing Communications, Financial Markets, Emerging Markets, Bloomberg, Capital Markets, Equity Research, Economics
Education
Cornell University 1986 — 1988
MA, Economics
Cornell University 1981 — 1985
BS, Industrial and Labor Relations
Invesco US May 2014 - Present
self-employed 2009 - Present
Invesco February 2008 - May 2010
Morgan Stanley June 1997 - April 2001
Valores Finamex 1994 - 1997
Skills
Financial Analysis, Economic Research, Marketing Communications, Financial Markets, Emerging Markets, Bloomberg, Capital Markets, Equity Research, Economics
Education
Cornell University 1986 — 1988
MA, Economics
Cornell University 1981 — 1985
BS, Industrial and Labor Relations
Josiah Oakley's Invesco Experience December 2012 - December 2013
Job Tax Intern at Invesco US
Industry Accounting
Experience
Invesco US May 2014 - Present
PwC January 2014 - April 2014
Invesco December 2012 - December 2013
Deloitte October 2013 - November 2013
West Corporation April 2011 - November 2012
Advance Tax Preparation January 2010 - November 2012
Advance Tax Preparation January 2010 - September 2012
School 4 U LLC April 2011 - August 2011
Kroger April 2010 - April 2011
Skills
Accounts Receivable, Customer Service, Time Management, Invoicing, Spreadsheets, Account Reconciliation, Tax Preparation, Access, Data Entry, Call Centers, Journal Entries, Management, Variance Analysis, Sales, Oracle, Outlook, Multi-state tax returns, Corporate Tax, State and Local Tax
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2015
Master's Degree, Taxation
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Bachelor of Business Administration, Accounting
Georgia Perimeter College 2010 — 2012
Associate of Science (A.S.), Business Administration
Invesco US May 2014 - Present
PwC January 2014 - April 2014
Invesco December 2012 - December 2013
Deloitte October 2013 - November 2013
West Corporation April 2011 - November 2012
Advance Tax Preparation January 2010 - November 2012
Advance Tax Preparation January 2010 - September 2012
School 4 U LLC April 2011 - August 2011
Kroger April 2010 - April 2011
Skills
Accounts Receivable, Customer Service, Time Management, Invoicing, Spreadsheets, Account Reconciliation, Tax Preparation, Access, Data Entry, Call Centers, Journal Entries, Management, Variance Analysis, Sales, Oracle, Outlook, Multi-state tax returns, Corporate Tax, State and Local Tax
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2015
Master's Degree, Taxation
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Bachelor of Business Administration, Accounting
Georgia Perimeter College 2010 — 2012
Associate of Science (A.S.), Business Administration
Nicholas Knoblauch's Invesco Experience January 2011 - Present
Job Internal Sales Consultant at Invesco
Industry Investment Management
Experience
Invesco January 2011 - Present
Wells Fargo June 2010 - January 2011
Wells Fargo May 2009 - June 2010
Skills
Credit, Mutual Funds, Portfolio Management, Investments, Asset Management, Wealth Management, Financial Analysis, Series 7, Fixed Income, Equities, Financial Services, Series 63, Banking
Education
Eureka College 2005 — 2009
Bachelor of Arts (BA), Accounting and Business/Management
Eureka College 2005 — 2009
Bachelor of Science (BS), Accounting
Invesco January 2011 - Present
Wells Fargo June 2010 - January 2011
Wells Fargo May 2009 - June 2010
Skills
Credit, Mutual Funds, Portfolio Management, Investments, Asset Management, Wealth Management, Financial Analysis, Series 7, Fixed Income, Equities, Financial Services, Series 63, Banking
Education
Eureka College 2005 — 2009
Bachelor of Arts (BA), Accounting and Business/Management
Eureka College 2005 — 2009
Bachelor of Science (BS), Accounting
Peggy Alsop's Invesco Experience April 2006 - Present
Job Admin Asst at Invesco
Industry Investment Management
Experience
Invesco April 2006 - Present
Skills
Administrative..., POS, Investor Relations..., Marketing Communications, Annual Reports, SEC filings, Employee Training, Convention Services, Customer Support
Education
Georgia Perimeter College
Invesco April 2006 - Present
Skills
Administrative..., POS, Investor Relations..., Marketing Communications, Annual Reports, SEC filings, Employee Training, Convention Services, Customer Support
Education
Georgia Perimeter College
Sharonda Crenshaw, MBA's Invesco Experience March 2002 - July 2004
Job Finance & Procurement Professional
Industry Retail
Experience
The Home Depot August 2012 - Present
The Home Depot April 2008 - August 2012
Unisource Worldwide, Inc. August 2004 - August 2007
Invesco March 2002 - July 2004
UPS Supply Chain Solutions August 1999 - March 2002
Education
Mercer University - Stetson School of Business and Economics
Master of Business Administration (MBA), Business Administration
Florida State University
Bachelor of Science (BS), Finance
The Home Depot August 2012 - Present
The Home Depot April 2008 - August 2012
Unisource Worldwide, Inc. August 2004 - August 2007
Invesco March 2002 - July 2004
UPS Supply Chain Solutions August 1999 - March 2002
Education
Mercer University - Stetson School of Business and Economics
Master of Business Administration (MBA), Business Administration
Florida State University
Bachelor of Science (BS), Finance
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group