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
Frank Haddad Frank Haddad's Invesco Experience May 2013 - September 2014
Job Marketing & Client Service Associate at Cornerstone Investment Partners
Industry Financial Services
Experience
Cornerstone Investment Partners September 2014 - Present
Invesco May 2013 - September 2014
eVestment February 2013 - May 2013
eVestment Alliance November 2010 - May 2013
Bank of America May 2010 - November 2010
Kennesaw State University January 2009 - November 2010
Junior Achievement of Georgia January 2009 - May 2009
Skills
Finance, Microsoft Excel, Microsoft Access, Data Analysis, Visual Basic for..., Financial Services, Databases, Investments, Analysis, Client Service, Analytics, Training, Management, Access, Accounting, Time Management, SDLC
Education
Kennesaw State University - Michael J. Coles College of Business 2005 — 2010
BBA, Finance
University College London, U. of London 2009 — 2009
Economics, Political Science
Cornerstone Investment Partners September 2014 - Present
Invesco May 2013 - September 2014
eVestment February 2013 - May 2013
eVestment Alliance November 2010 - May 2013
Bank of America May 2010 - November 2010
Kennesaw State University January 2009 - November 2010
Junior Achievement of Georgia January 2009 - May 2009
Skills
Finance, Microsoft Excel, Microsoft Access, Data Analysis, Visual Basic for..., Financial Services, Databases, Investments, Analysis, Client Service, Analytics, Training, Management, Access, Accounting, Time Management, SDLC
Education
Kennesaw State University - Michael J. Coles College of Business 2005 — 2010
BBA, Finance
University College London, U. of London 2009 — 2009
Economics, Political Science
Rodolfo (R. J.) Cooper Rodolfo (R. J.) Cooper's Invesco Experience 2013 - Present
Job Financial services
Industry Financial Services
Experience
Young Audiences of Houston September 2014 - Present
Invesco 2013 - Present
Credit Suisse October 2011 - March 2013
Credit Suisse March 2010 - October 2011
Ernst & Young March 2008 - March 2010
UBS Investment Bank August 2005 - January 2008
Rice MBA '2005 2003 - 2006
Citigroup June 2004 - August 2004
Skills
Valuation, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Equities, Fixed Income, Corporate Finance, Project Planning, Hedge Funds, Strategy, Investment Banking, Capital Markets, Bloomberg, Strategic Planning, Series 7, Securities, Equity Research, Business Analysis, Derivatives, Investments, Portfolio Management
Education
INCAE Business School (Exchange Student) 2005 — 2005
MBA
Jones Graduate School of Business, Rice University 2003 — 2005
The University of Texas at Austin 1994 — 1999
Cy Fair High School
Young Audiences of Houston September 2014 - Present
Invesco 2013 - Present
Credit Suisse October 2011 - March 2013
Credit Suisse March 2010 - October 2011
Ernst & Young March 2008 - March 2010
UBS Investment Bank August 2005 - January 2008
Rice MBA '2005 2003 - 2006
Citigroup June 2004 - August 2004
Skills
Valuation, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Equities, Fixed Income, Corporate Finance, Project Planning, Hedge Funds, Strategy, Investment Banking, Capital Markets, Bloomberg, Strategic Planning, Series 7, Securities, Equity Research, Business Analysis, Derivatives, Investments, Portfolio Management
Education
INCAE Business School (Exchange Student) 2005 — 2005
MBA
Jones Graduate School of Business, Rice University 2003 — 2005
The University of Texas at Austin 1994 — 1999
Cy Fair High School
Heather Burnley Heather Burnley's Invesco Experience December 2005 - June 2007
Job Accountant
Industry Accounting
Experience
National Christian Foundation February 2014 - Present
RZIM September 2012 - September 2013
Perma-Fix Environmental Services August 2007 - September 2012
INVESCO December 2005 - June 2007
North Point Community Church September 2002 - January 2004
Fellowship Bible Church November 2000 - September 2002
Arthur Andersen, LLP January 1999 - November 2000
Skills
Accounts Receivable, Fixed Assets, Accruals, Process Improvement, Department Budgeting, Treasury Management, Variance Analysis, Financial Reporting, Customer Service, Consolidation, SOX, COSO, Payroll Processing, Intercompany, Depreciation, Cash Receipts, Cash Handling, Reconciliations, Account Reconciliation, Microsoft Dynamics, Oracle Financials, Solomon, AS400, Hyperion, Month End Close, Monthly Reporting, Year End Close, Journal Entries, Accounts Payable, Microsoft Excel, Microsoft Word, Financial Statements, Finance, Invoicing
Education
Kennesaw State University - Michael J. Coles College of Business 1996 — 1998
BBA, Accounting
Gordon College 1994 — 1996
AS, Business Administration
National Christian Foundation February 2014 - Present
RZIM September 2012 - September 2013
Perma-Fix Environmental Services August 2007 - September 2012
INVESCO December 2005 - June 2007
North Point Community Church September 2002 - January 2004
Fellowship Bible Church November 2000 - September 2002
Arthur Andersen, LLP January 1999 - November 2000
Skills
Accounts Receivable, Fixed Assets, Accruals, Process Improvement, Department Budgeting, Treasury Management, Variance Analysis, Financial Reporting, Customer Service, Consolidation, SOX, COSO, Payroll Processing, Intercompany, Depreciation, Cash Receipts, Cash Handling, Reconciliations, Account Reconciliation, Microsoft Dynamics, Oracle Financials, Solomon, AS400, Hyperion, Month End Close, Monthly Reporting, Year End Close, Journal Entries, Accounts Payable, Microsoft Excel, Microsoft Word, Financial Statements, Finance, Invoicing
Education
Kennesaw State University - Michael J. Coles College of Business 1996 — 1998
BBA, Accounting
Gordon College 1994 — 1996
AS, Business Administration
Robin Daugherty Robin Daugherty's Invesco Experience September 1999 - February 2002
Job Adjunct Professor at Georgia Highlands College
Industry Primary/Secondary Education
Experience
Georgia Highlands College August 2015 - Present
King's Ridge Christian School August 2012 - Present
King's Ridge Christian School August 2011 - July 2012
King's Ridge Christian School July 2007 - July 2011
Regency Christian Academy July 2005 - May 2007
Invesco September 1999 - February 2002
Skills
Teaching, Educational Technology, Curriculum Mapping, 21st Century Skills, Curriculum Design, Instructional Technology, Teaching Reading, Lesson Planning, Elementary Education, Tutoring, K-12, Differentiated...
Education
University of Phoenix 2005 — 2007
Master's degree, Early Childhood Education and Teaching
Georgia State University 1995 — 1997
Bachelor's degree, Finance, General
Georgia Highlands College August 2015 - Present
King's Ridge Christian School August 2012 - Present
King's Ridge Christian School August 2011 - July 2012
King's Ridge Christian School July 2007 - July 2011
Regency Christian Academy July 2005 - May 2007
Invesco September 1999 - February 2002
Skills
Teaching, Educational Technology, Curriculum Mapping, 21st Century Skills, Curriculum Design, Instructional Technology, Teaching Reading, Lesson Planning, Elementary Education, Tutoring, K-12, Differentiated...
Education
University of Phoenix 2005 — 2007
Master's degree, Early Childhood Education and Teaching
Georgia State University 1995 — 1997
Bachelor's degree, Finance, General
VISHAL A VISHAL A's Invesco Experience 2012 - 2013
Job .
Industry Oil & Energy
Experience
United Airlines April 2014 - Present
Nabors Industries August 2013 - April 2014
Avanade May 2013 - August 2013
Invesco 2012 - 2013
CAMP Systems International, Inc. April 2010 - July 2012
PB Systems, Inc. 2005 - 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, C#, .NET, ASP.NET, ASP.NET MVC, WCF Services, Web Services API, Microsoft SQL Server, Oracle, Java, SQL, WCF, TFS, SDLC, Requirements Analysis, XML, JavaScript
Education
University of Madras 1996 — 2000
Bachelor of Science (B.S.), Electronics and Instrumentation Engineering
Kendriya Vidyalaya 1983 — 1993
High School, High School/Secondary Certificate Programs
United Airlines April 2014 - Present
Nabors Industries August 2013 - April 2014
Avanade May 2013 - August 2013
Invesco 2012 - 2013
CAMP Systems International, Inc. April 2010 - July 2012
PB Systems, Inc. 2005 - 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, C#, .NET, ASP.NET, ASP.NET MVC, WCF Services, Web Services API, Microsoft SQL Server, Oracle, Java, SQL, WCF, TFS, SDLC, Requirements Analysis, XML, JavaScript
Education
University of Madras 1996 — 2000
Bachelor of Science (B.S.), Electronics and Instrumentation Engineering
Kendriya Vidyalaya 1983 — 1993
High School, High School/Secondary Certificate Programs
Brian Rector Brian Rector's Invesco Experience May 2003 - March 2006
Job President at Cantilever Financial Group
Industry Financial Services
Experience
Cantilever Financial Group September 2011 - Present
Able Financial Group, LLC January 2012 - Present
Tucker Advisory Group March 2006 - July 2011
Invesco May 2003 - March 2006
Genesys Conferencing May 2001 - February 2003
Education
Metropolitan State College of Denver 1998 — 2002
Bachelor's degree, Finance, General
Ponderosa High School 1990 — 1994
General Studies
Cantilever Financial Group September 2011 - Present
Able Financial Group, LLC January 2012 - Present
Tucker Advisory Group March 2006 - July 2011
Invesco May 2003 - March 2006
Genesys Conferencing May 2001 - February 2003
Education
Metropolitan State College of Denver 1998 — 2002
Bachelor's degree, Finance, General
Ponderosa High School 1990 — 1994
General Studies
Betsy Warrick Betsy Warrick's Invesco Experience August 2005 - Present
Job Senior Vice President at Invesco
Industry Financial Services
Experience
Invesco August 2005 - Present
Invesco May 2004 - July 2005
Invesco April 2000 - 2004
Dun & Bradstreet August 1988 - April 2000
Skills
Retirement, Financial Services, Mutual Funds, Asset Management, Defined Contribution, Investment Management, Process Improvement, Management, Portfolio Management, Asset Allocation, Wealth Management, Project Management, 401k, Investment Strategies, Business Analysis, Retirement Planning, Securities, Fixed Income, Strategic Planning, Vendor Management, Financial Analysis, Risk Management, Relationship Management, Asset Managment, Business Strategy, Management Consulting, Investments
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MBA
Minnesota State University, Mankato
Bachelor of Science (BS), International Business/Marketing
Invesco August 2005 - Present
Invesco May 2004 - July 2005
Invesco April 2000 - 2004
Dun & Bradstreet August 1988 - April 2000
Skills
Retirement, Financial Services, Mutual Funds, Asset Management, Defined Contribution, Investment Management, Process Improvement, Management, Portfolio Management, Asset Allocation, Wealth Management, Project Management, 401k, Investment Strategies, Business Analysis, Retirement Planning, Securities, Fixed Income, Strategic Planning, Vendor Management, Financial Analysis, Risk Management, Relationship Management, Asset Managment, Business Strategy, Management Consulting, Investments
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MBA
Minnesota State University, Mankato
Bachelor of Science (BS), International Business/Marketing
Katherine H. Biotti Katherine H. Biotti's Invesco Experience August 2000 - September 2003
Job Senior Managing Director at Foundation Source | Philanthropy specialist supporting families, corporations & foundations
Industry Philanthropy
Experience
Foundation Source December 2007 - Present
Foundation Source December 2005 - December 2010
Foundation Source January 2007 - December 2007
Foundation Source December 2005 - December 2006
Jackson National Life and Curian Capital September 2004 - November 2005
Jackson National Life and Curian Capital September 2003 - September 2004
Invesco August 2000 - September 2003
Fidelity Investments November 1994 - August 2000
Skills
E-commerce, Philanthropy, Investments, Wealth Management, Asset Management, Portfolio Management, Private Equity, Strategic Planning, Mutual Funds, Start-ups, Equities, Investment Advisory, Estate Planning, Nonprofits, Strategic Financial..., Series 7, Asset Allocation, ETFs, Asset Managment
Education
Ithaca College
BS
Regis University
MBA
Vestal High School
Foundation Source December 2007 - Present
Foundation Source December 2005 - December 2010
Foundation Source January 2007 - December 2007
Foundation Source December 2005 - December 2006
Jackson National Life and Curian Capital September 2004 - November 2005
Jackson National Life and Curian Capital September 2003 - September 2004
Invesco August 2000 - September 2003
Fidelity Investments November 1994 - August 2000
Skills
E-commerce, Philanthropy, Investments, Wealth Management, Asset Management, Portfolio Management, Private Equity, Strategic Planning, Mutual Funds, Start-ups, Equities, Investment Advisory, Estate Planning, Nonprofits, Strategic Financial..., Series 7, Asset Allocation, ETFs, Asset Managment
Education
Ithaca College
BS
Regis University
MBA
Vestal High School
Jojo Joy Jojo Joy's Invesco Experience November 2013 - Present
Job Adv Java/J2EE Dev at Invesco
Industry Investment Management
Experience
Invesco November 2013 - Present
Infosys April 2009 - November 2013
Infosys September 2006 - March 2009
Infosys Technologies Ltd September 2005 - September 2006
Skills
J2EE, Spring, jQuery, JavaScript, HTML, SAP, SAP Netweaver, Web Services, Programming, Testing, Requirements Analysis, JSP, XML, Business Requirements, DB2, Unit Testing, Servlets, Web Applications, Application Development, Code, Coordination, AJAX, Operating Systems, Software Development, Documentation, Windows, SDLC, Computer Science, AIX, Hudson, Eclipse, Tomcat, Rational Software..., Agile, Java Enterprise Edition, J2EE Application..., Struts, SOA, Hibernate, Oracle, JSF, JDBC, Core Java, Weblogic, Agile Methodologies, Unix, JMS, PL/SQL, Java, Websphere
Education
Mahatma Gandhi University (SCMS) 2001 — 2005
B-Tech, Computer Science
Kendriya Vidyalaya 1989 — 2000
Invesco November 2013 - Present
Infosys April 2009 - November 2013
Infosys September 2006 - March 2009
Infosys Technologies Ltd September 2005 - September 2006
Skills
J2EE, Spring, jQuery, JavaScript, HTML, SAP, SAP Netweaver, Web Services, Programming, Testing, Requirements Analysis, JSP, XML, Business Requirements, DB2, Unit Testing, Servlets, Web Applications, Application Development, Code, Coordination, AJAX, Operating Systems, Software Development, Documentation, Windows, SDLC, Computer Science, AIX, Hudson, Eclipse, Tomcat, Rational Software..., Agile, Java Enterprise Edition, J2EE Application..., Struts, SOA, Hibernate, Oracle, JSF, JDBC, Core Java, Weblogic, Agile Methodologies, Unix, JMS, PL/SQL, Java, Websphere
Education
Mahatma Gandhi University (SCMS) 2001 — 2005
B-Tech, Computer Science
Kendriya Vidyalaya 1989 — 2000
Van Simmons Van Simmons's Invesco Experience February 2001 - January 2006
Job General Manager, ComputeCycles LLC
Industry Internet
Experience
Harvard University Extension School June 2015 - Present
ComputeCycles, LLC November 2013 - Present
SpatiOS Aviation, LLC January 2013 - Present
Nashville Software School January 2015 - Present
About Objects, Inc. 2013 - 2014
App Orchard 2011 - October 2013
BNP Paribas Investment Partners May 2010 - July 2011
Fortis Investments January 2006 - June 2010
Invesco February 2001 - January 2006
VNP Software May 1990 - January 2001
Skills
Swift, Java, Objective-C, Software Development, Fixed Income, FX Options, Trading, Structured Finance, Equities, Portfolio Management, Asset Management, Asset Managment, Cloud Computing, Electronic Trading, Bonds, Hedge Funds, Trading Systems, Derivatives, Investment Management, Equity Derivatives, Investments, Investment Banking, Investment Strategies, Capital Markets, Venture Capital, Asset Allocation, Financial Markets, Mutual Funds, iPad, Bloomberg, Geospatial Technologies, Alternative Investments
Education
Vanderbilt University - Owen Graduate School of Management 1984 — 1987
MBA, Operations Management
Vanderbilt University 1980 — 1982
Bachelor of Engineering, Electrical Engineering
Lipscomb University 1977 — 1980
Engineering
Bremen High School 1974 — 1977
Harvard University Extension School June 2015 - Present
ComputeCycles, LLC November 2013 - Present
SpatiOS Aviation, LLC January 2013 - Present
Nashville Software School January 2015 - Present
About Objects, Inc. 2013 - 2014
App Orchard 2011 - October 2013
BNP Paribas Investment Partners May 2010 - July 2011
Fortis Investments January 2006 - June 2010
Invesco February 2001 - January 2006
VNP Software May 1990 - January 2001
Skills
Swift, Java, Objective-C, Software Development, Fixed Income, FX Options, Trading, Structured Finance, Equities, Portfolio Management, Asset Management, Asset Managment, Cloud Computing, Electronic Trading, Bonds, Hedge Funds, Trading Systems, Derivatives, Investment Management, Equity Derivatives, Investments, Investment Banking, Investment Strategies, Capital Markets, Venture Capital, Asset Allocation, Financial Markets, Mutual Funds, iPad, Bloomberg, Geospatial Technologies, Alternative Investments
Education
Vanderbilt University - Owen Graduate School of Management 1984 — 1987
MBA, Operations Management
Vanderbilt University 1980 — 1982
Bachelor of Engineering, Electrical Engineering
Lipscomb University 1977 — 1980
Engineering
Bremen High School 1974 — 1977
Stephanie Valentine Stephanie Valentine's Invesco Experience November 2013 - Present
Job Marketing Manager | Communication Strategist | Analytical and Creative
Industry Marketing and Advertising
Experience
Invesco November 2013 - Present
Assurant Solutions 2011 - October 2013
Wells Real Estate Funds 2007 - 2010
Jackson National Life 2005 - 2007
Jackson National Life 2001 - 2005
Jackson National Life 1998 - 2001
Skills
Business Strategy, Marketing Communications, Competitive Analysis, Social Media Marketing, Creative Development, Marketing Strategy, Sales Support, Salesforce.com, Proposal Management, Wordpress, Prezi, Proposal Writing, Management, Sales Operations, Creative Direction, Project Management, Insurance, Presentations, Survey Monkey, Mail Chimp, Strategy, Marketing, Cross-functional Team..., Budgets, Executive Management, Leadership, Marketing Management, New Business Development, Sales, Training
Education
Long Island University, Brooklyn Campus
MBA
Long Island University, Brooklyn Campus
B.S
Invesco November 2013 - Present
Assurant Solutions 2011 - October 2013
Wells Real Estate Funds 2007 - 2010
Jackson National Life 2005 - 2007
Jackson National Life 2001 - 2005
Jackson National Life 1998 - 2001
Skills
Business Strategy, Marketing Communications, Competitive Analysis, Social Media Marketing, Creative Development, Marketing Strategy, Sales Support, Salesforce.com, Proposal Management, Wordpress, Prezi, Proposal Writing, Management, Sales Operations, Creative Direction, Project Management, Insurance, Presentations, Survey Monkey, Mail Chimp, Strategy, Marketing, Cross-functional Team..., Budgets, Executive Management, Leadership, Marketing Management, New Business Development, Sales, Training
Education
Long Island University, Brooklyn Campus
MBA
Long Island University, Brooklyn Campus
B.S
Ope Tomori, MBA, PMP Ope Tomori, MBA, PMP's Invesco Experience August 2013 - Present
Job Senior Project Manager at Invesco (Global Client Reporting and Servicing)
Industry Investment Management
Experience
Invesco August 2013 - Present
Aon Hewitt December 2006 - August 2013
Aon Hewitt February 2006 - November 2006
Aon Hewitt January 2004 - January 2006
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2003
Master of Business Administration (M.B.A.), Computer Information Systems
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Invesco August 2013 - Present
Aon Hewitt December 2006 - August 2013
Aon Hewitt February 2006 - November 2006
Aon Hewitt January 2004 - January 2006
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2003
Master of Business Administration (M.B.A.), Computer Information Systems
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Joseph Hwangbo Joseph Hwangbo's Invesco Experience November 2012 - April 2014
Job Graduate Teaching Assistant at Georgia State University
Industry Accounting
Experience
Deloitte September 2015 - Present
Georgia State University August 2014 - May 2015
Deloitte June 2014 - August 2014
Beta Alpha Psi January 2013 - April 2014
Invesco November 2012 - April 2014
PwC October 2012 - October 2012
Global Leadership Program May 2012 - May 2012
Gwinnett Village Community Alliance January 2012 - April 2012
Skills
Expericence in Excel, Fluent in Korean, Military Experience, Customer Service, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Tax Preparation, Data Entry, Microsoft Excel, Account Reconciliation, Tax Returns, Leadership, Data Analysis, Teamwork, Training, GAAP, Journal Entries, Coaching, Auditing
Education
Georgia State University 2012 — 2014
Bachelor of Business Administration, Accounting
Georgia State University 2011 — 2014
Bachelor's Degree in Accountancy, Accounting, 3.53
Deloitte September 2015 - Present
Georgia State University August 2014 - May 2015
Deloitte June 2014 - August 2014
Beta Alpha Psi January 2013 - April 2014
Invesco November 2012 - April 2014
PwC October 2012 - October 2012
Global Leadership Program May 2012 - May 2012
Gwinnett Village Community Alliance January 2012 - April 2012
Skills
Expericence in Excel, Fluent in Korean, Military Experience, Customer Service, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Tax Preparation, Data Entry, Microsoft Excel, Account Reconciliation, Tax Returns, Leadership, Data Analysis, Teamwork, Training, GAAP, Journal Entries, Coaching, Auditing
Education
Georgia State University 2012 — 2014
Bachelor of Business Administration, Accounting
Georgia State University 2011 — 2014
Bachelor's Degree in Accountancy, Accounting, 3.53
Haruyoshi Kakiuchi Haruyoshi Kakiuchi's Invesco Experience June 2013 - August 2013
Job Accounting Specialist at Trusted CFO Solutions
Industry Accounting
Experience
Trusted CFO Solutions May 2014 - Present
Invesco June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Accounting, PowerPoint, Teamwork, Microsoft Word, Financial Accounting, Customer Service, QuickBooks, Research, Oracle Applications, Intacct
Education
Kennesaw State University 2010 — 2015
Bachelor of Business Administration, Accounting
Trusted CFO Solutions May 2014 - Present
Invesco June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Accounting, PowerPoint, Teamwork, Microsoft Word, Financial Accounting, Customer Service, QuickBooks, Research, Oracle Applications, Intacct
Education
Kennesaw State University 2010 — 2015
Bachelor of Business Administration, Accounting
Martine Wild's Invesco Experience July 2005 - January 2006
Job Contracts Administrator
Industry Accounting
Experience
Spatial Data Integrations, Inc. February 2015 - Present
Thorntons Oil Corp August 2014 - December 2014
Denton-Floyd Real Estate Group November 2012 - May 2014
The Courier-Journal November 2009 - November 2012
Crawford & Company September 2007 - June 2010
Humana June 2006 - June 2007
INVESCO July 2005 - January 2006
Skills
Data Analysis, Microsoft Excel, Account Reconciliation, Financial Analysis, Accounting, Microsoft Office, Account Management, Social Media, Strategic Planning, PowerPoint, Data Entry, Customer Service, Process Improvement, Training
Education
Indiana University-Southeast 2002 — 2006
BS, Information & Operations Management
Spatial Data Integrations, Inc. February 2015 - Present
Thorntons Oil Corp August 2014 - December 2014
Denton-Floyd Real Estate Group November 2012 - May 2014
The Courier-Journal November 2009 - November 2012
Crawford & Company September 2007 - June 2010
Humana June 2006 - June 2007
INVESCO July 2005 - January 2006
Skills
Data Analysis, Microsoft Excel, Account Reconciliation, Financial Analysis, Accounting, Microsoft Office, Account Management, Social Media, Strategic Planning, PowerPoint, Data Entry, Customer Service, Process Improvement, Training
Education
Indiana University-Southeast 2002 — 2006
BS, Information & Operations Management
Shelly Ellis's Invesco Experience April 1994 - August 1996
Job Data Analyst
Industry Information Technology and Services
Experience
Coca-Cola Enterprises April 2015 - Present
Matrix August 1996 - June 1997
INVESCO April 1994 - August 1996
GPM Equipment Sales April 1993 - April 1994
Fidelity Investments August 1991 - April 1993
Skills
Microsoft Excel, Microsoft Office, Finance, Project Management, Customer Service, Access, Analysis, Outlook, PowerPoint, Leadership, Sales, Accounts Receivable
Education
Kennesaw State University - Michael J. Coles College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business and Information Systems
Georgia State University 1989 — 1991
Bachelor of Business, Finance
The University of Texas at Austin - Red McCombs School of Business 1985 — 1991
Finance, Minor in Mathematics
Coca-Cola Enterprises April 2015 - Present
Matrix August 1996 - June 1997
INVESCO April 1994 - August 1996
GPM Equipment Sales April 1993 - April 1994
Fidelity Investments August 1991 - April 1993
Skills
Microsoft Excel, Microsoft Office, Finance, Project Management, Customer Service, Access, Analysis, Outlook, PowerPoint, Leadership, Sales, Accounts Receivable
Education
Kennesaw State University - Michael J. Coles College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business and Information Systems
Georgia State University 1989 — 1991
Bachelor of Business, Finance
The University of Texas at Austin - Red McCombs School of Business 1985 — 1991
Finance, Minor in Mathematics
Jesse Litwak Jesse Litwak's Invesco Experience August 1998 - July 2000
Job Director of Strategy
Industry Medical Devices
Experience
Medtronic December 2013 - Present
Medtronic November 2012 - December 2013
Medtronic August 2010 - November 2012
Medtronic (formerly ATS Medical, Inc.) February 2008 - August 2010
Boston Scientific January 2006 - February 2008
Honeywell March 2004 - December 2005
Honeywell August 2002 - March 2004
Hewlett-Packard May 2001 - August 2001
INVESCO August 1998 - July 2000
Skills
Financial Modeling, Planning, Decision Support, Business Strategy, Business Analysis, Financial Management, Cross-functional Team..., Corporate Finance, Valuation, Capital Markets, International Business..., European Markets, Written & Oral..., Microsoft Excel, Hyperion Enterprise, Essbase, Medical Devices, Financial Analysis, Acquisition Integration, Financial Forecasting, Variance Analysis, Pricing Strategy, Analysis, Forecasting, Hyperion, Leadership, Managerial Finance, Project Planning
Education
University of Notre Dame - Mendoza College of Business 2000 — 2002
MBA, Finance
Grove City College 1994 — 1998
B.A., Economics
Medtronic December 2013 - Present
Medtronic November 2012 - December 2013
Medtronic August 2010 - November 2012
Medtronic (formerly ATS Medical, Inc.) February 2008 - August 2010
Boston Scientific January 2006 - February 2008
Honeywell March 2004 - December 2005
Honeywell August 2002 - March 2004
Hewlett-Packard May 2001 - August 2001
INVESCO August 1998 - July 2000
Skills
Financial Modeling, Planning, Decision Support, Business Strategy, Business Analysis, Financial Management, Cross-functional Team..., Corporate Finance, Valuation, Capital Markets, International Business..., European Markets, Written & Oral..., Microsoft Excel, Hyperion Enterprise, Essbase, Medical Devices, Financial Analysis, Acquisition Integration, Financial Forecasting, Variance Analysis, Pricing Strategy, Analysis, Forecasting, Hyperion, Leadership, Managerial Finance, Project Planning
Education
University of Notre Dame - Mendoza College of Business 2000 — 2002
MBA, Finance
Grove City College 1994 — 1998
B.A., Economics
Heather Barkley's Invesco Experience February 2001 - March 2006
Job Investment Specialist at Kanaly Trust Company
Industry Financial Services
Experience
Kanaly Trust Company October 2013 - Present
Woodlands Securities Corp. January 2013 - October 2013
Wealth Solutions, Inc March 2012 - June 2012
Tiras Pennington & Associates January 2011 - March 2012
Next Financial Group January 2009 - October 2010
Invesco February 2001 - March 2006
Cable&Wireless Worldwide May 2000 - January 2001
Logix Communications December 1997 - August 1999
Logix Communications September 1995 - December 1997
Skills
Mutual Funds, Investments, Asset Allocation, Series 63, FINRA, Series 7, Securities, Wealth Management, Insurance, Life Insurance, Financial Services, Recruiting, Strategic Financial..., Retirement Planning, Financial Advisory, Fixed Annuities, Investment Advisory, Portfolio Management, Uniform Combined State..., Finance, Retirement
Education
Houston Community College
Kanaly Trust Company October 2013 - Present
Woodlands Securities Corp. January 2013 - October 2013
Wealth Solutions, Inc March 2012 - June 2012
Tiras Pennington & Associates January 2011 - March 2012
Next Financial Group January 2009 - October 2010
Invesco February 2001 - March 2006
Cable&Wireless Worldwide May 2000 - January 2001
Logix Communications December 1997 - August 1999
Logix Communications September 1995 - December 1997
Skills
Mutual Funds, Investments, Asset Allocation, Series 63, FINRA, Series 7, Securities, Wealth Management, Insurance, Life Insurance, Financial Services, Recruiting, Strategic Financial..., Retirement Planning, Financial Advisory, Fixed Annuities, Investment Advisory, Portfolio Management, Uniform Combined State..., Finance, Retirement
Education
Houston Community College
Terry Claude Terry Claude's Invesco Experience May 1992 - 2011
Job Sr. Consultant Asset Management Industry
Industry Financial Services
Experience
Adeptyx Consulting 2012 - Present
Invesco May 1992 - 2011
Invesco Aim 1992 - 2010
Skills
Equity Trading, Investments, Financial Markets, Business Analysis, Asset Management, Project Management, Investment Management, Trading Systems, Charles River IMS, Wealth Management, Bloomberg Terminal, Fixed Income, Derivatives, Asset Managment, Process Improvement, Disaster Recovery, Operations Management, Algorithm trading..., Investment Compliance, Portia, MacGregor Trading System, Security APL, Omgeo Oasys, CADIS, SWIFT messaging, Fixed Income Technology, FX Connect, Test Scripts, Visio, FIX, DTC, BlackRock Aladdin, Vermillion, Outsourced Solutions, Outsourcing, Triton, Vestmark
Education
Georgia State University - J. Mack Robinson College of Business 1978 — 1992
BBA, Accounting
Adeptyx Consulting 2012 - Present
Invesco May 1992 - 2011
Invesco Aim 1992 - 2010
Skills
Equity Trading, Investments, Financial Markets, Business Analysis, Asset Management, Project Management, Investment Management, Trading Systems, Charles River IMS, Wealth Management, Bloomberg Terminal, Fixed Income, Derivatives, Asset Managment, Process Improvement, Disaster Recovery, Operations Management, Algorithm trading..., Investment Compliance, Portia, MacGregor Trading System, Security APL, Omgeo Oasys, CADIS, SWIFT messaging, Fixed Income Technology, FX Connect, Test Scripts, Visio, FIX, DTC, BlackRock Aladdin, Vermillion, Outsourced Solutions, Outsourcing, Triton, Vestmark
Education
Georgia State University - J. Mack Robinson College of Business 1978 — 1992
BBA, Accounting
Edsel Holcombe Edsel Holcombe's Invesco Experience March 2011 - Present
Job Adv. Network Engineer at Invesco
Industry Financial Services
Experience
Invesco March 2011 - Present
INVESCO 2006 - 2009
NetIQ July 2004 - February 2006
Baylor College of Med 1995 - 2004
Baylor College of Medicine 1995 - 2004
Skills
VoIP, Windows Server, SQL Server, SQL, Visio, Troubleshooting, Unix, Active Directory, Microsoft Office, Linux, XP, Windows, Customer Service, Problem Solving, Solarwinds, Data Center, ITIL, Microsoft SQL Server, Project Management, Security, Networking, Disaster Recovery, Hardware, Network Design, Software Installation, WAN, Windows XP
Education
Houston Community College 2004 — 2006
University of Houston 1983 — 1985
University of Houston
Communication
Invesco March 2011 - Present
INVESCO 2006 - 2009
NetIQ July 2004 - February 2006
Baylor College of Med 1995 - 2004
Baylor College of Medicine 1995 - 2004
Skills
VoIP, Windows Server, SQL Server, SQL, Visio, Troubleshooting, Unix, Active Directory, Microsoft Office, Linux, XP, Windows, Customer Service, Problem Solving, Solarwinds, Data Center, ITIL, Microsoft SQL Server, Project Management, Security, Networking, Disaster Recovery, Hardware, Network Design, Software Installation, WAN, Windows XP
Education
Houston Community College 2004 — 2006
University of Houston 1983 — 1985
University of Houston
Communication
Sharon McCullough Sharon McCullough's Invesco Experience November 2007 - January 2009
Job Asst. Vice President of Finance, CPA, CIA
Industry Hospital & Health Care
Experience
Springhill Medical Center August 2012 - Present
Beazer Homes July 2009 - August 2012
Invesco November 2007 - January 2009
John H. Harland Co. February 2006 - October 2007
John H. Harland Company April 2002 - February 2006
Arthur Andersen June 1998 - April 2002
Skills
Sarbanes-Oxley Act, Auditing, Financial Analysis, Accounting, Process Improvement, GAAP, Internal Audit, Sarbanes-Oxley, Internal Controls, Enterprise Risk..., Risk Management, Financial Reporting
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
MBA, Accounting
University of Massachusetts, Amherst 1989 — 1993
BBA, Marketing
Springhill Medical Center August 2012 - Present
Beazer Homes July 2009 - August 2012
Invesco November 2007 - January 2009
John H. Harland Co. February 2006 - October 2007
John H. Harland Company April 2002 - February 2006
Arthur Andersen June 1998 - April 2002
Skills
Sarbanes-Oxley Act, Auditing, Financial Analysis, Accounting, Process Improvement, GAAP, Internal Audit, Sarbanes-Oxley, Internal Controls, Enterprise Risk..., Risk Management, Financial Reporting
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
MBA, Accounting
University of Massachusetts, Amherst 1989 — 1993
BBA, Marketing
Bo Murley Bo Murley's Invesco Experience January 2014 - Present
Job Internal Sales Consultant at Invesco
Industry Investment Management
Experience
Invesco January 2014 - Present
Cahill Financial Advisors, Inc. June 2013 - December 2013
Education
University of Northern Iowa 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance with an empahsis in Financial Management and Investments, Economics, Dean's List 3.71 GPA
Kirkwood Community College 2009 — 2010
Invesco January 2014 - Present
Cahill Financial Advisors, Inc. June 2013 - December 2013
Education
University of Northern Iowa 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance with an empahsis in Financial Management and Investments, Economics, Dean's List 3.71 GPA
Kirkwood Community College 2009 — 2010
Sheila Smith's Invesco Experience January 2001 - Present
Job CMA Analyst at Invesco
Industry Financial Services
Experience
Invesco January 2001 - Present
Skills
Financial Analysis, Bloomberg, Fund Accounting, Mutual Funds, Financial Reporting, Investments, Valuation, Asset Managment, Accounting, Asset Management, Securities
Education
Louisiana State University 1992 — 1996
Bachelor's degree
Invesco January 2001 - Present
Skills
Financial Analysis, Bloomberg, Fund Accounting, Mutual Funds, Financial Reporting, Investments, Valuation, Asset Managment, Accounting, Asset Management, Securities
Education
Louisiana State University 1992 — 1996
Bachelor's degree
Eric Telgenhoff's Invesco Experience September 2000 - December 2004
Job AVP/Director Communications and Project Management
Industry Financial Services
Experience
Transamerica June 2014 - Present
The Prudential Insurance Company of America May 2013 - May 2014
American Century Investments December 2004 - March 2007
Invesco September 2000 - December 2004
Skills
Mutual Funds, Retirement Planning, Series 63, Investments, Retirement, Strategic Financial..., Fixed Annuities, Wealth Management, Securities, Financial Analysis, Asset Allocation, Portfolio Management, Financial Modeling, Fixed Income, Series 6, Equities, Life Insurance, 401k, Asset Management, Financial Services, Insurance
Education
Kansas State University
Bachelor of Science, Finance
Transamerica June 2014 - Present
The Prudential Insurance Company of America May 2013 - May 2014
American Century Investments December 2004 - March 2007
Invesco September 2000 - December 2004
Skills
Mutual Funds, Retirement Planning, Series 63, Investments, Retirement, Strategic Financial..., Fixed Annuities, Wealth Management, Securities, Financial Analysis, Asset Allocation, Portfolio Management, Financial Modeling, Fixed Income, Series 6, Equities, Life Insurance, 401k, Asset Management, Financial Services, Insurance
Education
Kansas State University
Bachelor of Science, Finance
Pia Donovan Pia Donovan's Invesco Experience June 2010 - October 2014
Job Executive Director at Music Resource Center
Industry Nonprofit Organization Management
Experience
Invesco June 2010 - October 2014
Morgan Stanley Investment Management April 2006 - June 2010
Thomson Reuters 2005 - 2006
National Planning Corporation 2002 - 2005
Allianz 2001 - 2002
PIMCO 1997 - 2001
Greyston Foundation 1997 - 1998
Westchester Arts Council 1997 - 1997
Skills
Marketing, Project Management, Leadership, Financial Analysis, Marketing Strategy, Marketing Communications, Team Leadership, Sales, Competitive Analysis, Equities, Management, Investments, Relationship Management, Alternative Investments, Mutual Funds, Asset Management, Business Development, Email Marketing, Strategic Planning
Education
University of Virginia 2003 — 2005
MA, Architectural History and Criticism
Manhattan College 1994 — 1998
BA, History, With Honors
Invesco June 2010 - October 2014
Morgan Stanley Investment Management April 2006 - June 2010
Thomson Reuters 2005 - 2006
National Planning Corporation 2002 - 2005
Allianz 2001 - 2002
PIMCO 1997 - 2001
Greyston Foundation 1997 - 1998
Westchester Arts Council 1997 - 1997
Skills
Marketing, Project Management, Leadership, Financial Analysis, Marketing Strategy, Marketing Communications, Team Leadership, Sales, Competitive Analysis, Equities, Management, Investments, Relationship Management, Alternative Investments, Mutual Funds, Asset Management, Business Development, Email Marketing, Strategic Planning
Education
University of Virginia 2003 — 2005
MA, Architectural History and Criticism
Manhattan College 1994 — 1998
BA, History, With Honors
Nicholas J. Gerard, CPA Nicholas J. Gerard, CPA's Invesco Experience March 2013 - February 2014
Job Senior Financial Analyst at EndoChoice
Industry Medical Devices
Experience
EndoChoice June 2015 - Present
iHealth Technologies February 2014 - June 2015
Invesco March 2013 - February 2014
iHealth Technologies September 2009 - March 2013
Kimberly-Clark August 2008 - June 2009
Deloitte & Touche August 2006 - July 2008
Skills
General Ledger, Financial Reporting, Internal Controls, Microsoft Word, Auditing, Financial Analysis, GAAP, Accounting, Sarbanes-Oxley Act, Team Leadership, US GAAP, Financial Accounting, Process Improvement, Internal Audit, Analysis
Education
Indiana University of Pennsylvania 2002 — 2006
Bachelor’s Degree, Accounting
EndoChoice June 2015 - Present
iHealth Technologies February 2014 - June 2015
Invesco March 2013 - February 2014
iHealth Technologies September 2009 - March 2013
Kimberly-Clark August 2008 - June 2009
Deloitte & Touche August 2006 - July 2008
Skills
General Ledger, Financial Reporting, Internal Controls, Microsoft Word, Auditing, Financial Analysis, GAAP, Accounting, Sarbanes-Oxley Act, Team Leadership, US GAAP, Financial Accounting, Process Improvement, Internal Audit, Analysis
Education
Indiana University of Pennsylvania 2002 — 2006
Bachelor’s Degree, Accounting
David Hewson David Hewson's Invesco Experience May 2013 - August 2013
Job Student at Illinois State University
Industry Information Technology and Services
Experience
CIT Group, Inc. May 2015 - Present
Illinois State University August 2011 - Present
Cars.com May 2014 - August 2014
Invesco May 2013 - August 2013
Skills
Market Research, SharePoint, Access, Microsoft Excel, C#, JavaScript, Visual Studio, COBOL, Visual Basic, SQL, HTML, Microsoft Office
Education
Illinois State University 2011 — 2015
Business Information Systems
York High School 2006 — 2011
CIT Group, Inc. May 2015 - Present
Illinois State University August 2011 - Present
Cars.com May 2014 - August 2014
Invesco May 2013 - August 2013
Skills
Market Research, SharePoint, Access, Microsoft Excel, C#, JavaScript, Visual Studio, COBOL, Visual Basic, SQL, HTML, Microsoft Office
Education
Illinois State University 2011 — 2015
Business Information Systems
York High School 2006 — 2011
Greg Stiles Greg Stiles's Invesco Experience April 2008 - August 2008
Job Experienced Financial Services Professional Trained by Global Leaders in the Financial and Customer Service Sectors
Industry Financial Services
Experience
L.L.Bean September 2012 - December 2012
Invesco April 2008 - August 2008
Seligman Data Corp July 2005 - December 2007
State Street January 2001 - July 2005
Howard Johnson October 1999 - December 2000
Holiday Inn By The Bay October 1992 - January 1999
Skills
Data Management, Data Integrity, Financial Reporting, Securities Regulation, Portfolio Administration, Shareholder Services, Fund Accounting, NAV, Mutual Funds, Money Market Funds, Trade Settlements, Issue Resolution, Customer Satisfaction, Operating Budgets, Building Relationships, Communication Skills, Project Management, Talent Management, Guest Service Management, Event Management
Education
Johnson and Wales University
Bachelor of Science (BS), Hospitality Administration/Management
Southern Maine Community College
Health Care/Radiation Therapy, Dean's List
Cheverus High School
L.L.Bean September 2012 - December 2012
Invesco April 2008 - August 2008
Seligman Data Corp July 2005 - December 2007
State Street January 2001 - July 2005
Howard Johnson October 1999 - December 2000
Holiday Inn By The Bay October 1992 - January 1999
Skills
Data Management, Data Integrity, Financial Reporting, Securities Regulation, Portfolio Administration, Shareholder Services, Fund Accounting, NAV, Mutual Funds, Money Market Funds, Trade Settlements, Issue Resolution, Customer Satisfaction, Operating Budgets, Building Relationships, Communication Skills, Project Management, Talent Management, Guest Service Management, Event Management
Education
Johnson and Wales University
Bachelor of Science (BS), Hospitality Administration/Management
Southern Maine Community College
Health Care/Radiation Therapy, Dean's List
Cheverus High School
Charles E. Burge, Jr. Charles E. Burge, Jr.'s Invesco Experience May 2003 - March 2007
Job Senior Portfolio Manager and Corporate Trader
Industry Investment Management
Experience
Invesco Ltd. March 2007 - Present
Invesco May 2003 - March 2007
Invesco January 2002 - May 2003
Criterion Capital Management May 1994 - December 2001
Texas Commerce Investment Management Company April 1993 - May 1994
Skills
Investments, Portfolio Management, Fixed Income, Mutual Funds, Trading, Economics, Equities, Finance, Asset Managment, Asset Allocation, Global Macro, Valuation, Investment Management, Investment Strategies, Bloomberg, BlackRock Aladdin, Asset Management
Education
Rice University - Jesse H. Jones Graduate School of Management 1992 — 1994
Master of Business Administration (M.B.A.), Finance Concentration
Texas A&M University 1984 — 1988
Bachelor of Science (B.S.), Economics
Invesco Ltd. March 2007 - Present
Invesco May 2003 - March 2007
Invesco January 2002 - May 2003
Criterion Capital Management May 1994 - December 2001
Texas Commerce Investment Management Company April 1993 - May 1994
Skills
Investments, Portfolio Management, Fixed Income, Mutual Funds, Trading, Economics, Equities, Finance, Asset Managment, Asset Allocation, Global Macro, Valuation, Investment Management, Investment Strategies, Bloomberg, BlackRock Aladdin, Asset Management
Education
Rice University - Jesse H. Jones Graduate School of Management 1992 — 1994
Master of Business Administration (M.B.A.), Finance Concentration
Texas A&M University 1984 — 1988
Bachelor of Science (B.S.), Economics
Brad Feeley's Invesco Experience June 2010 - July 2012
Job Regional Vice President at Guggenheim Funds Distributors, Inc
Industry Financial Services
Experience
Guggenheim Funds Distributors, Inc August 2012 - Present
Invesco June 2010 - July 2012
Van Kampen Investments January 2008 - June 2010
Van Kampen Investments April 2005 - February 2008
Spike Trading April 2004 - April 2005
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Securities, Series 6, Investment Strategies, Investments, Asset Managment, Equities, Fixed Income, Relationship Management, IRAs, Sales Management, Salesforce.com, Bonds, Closed-end Funds, Sales, Unit Investment Trusts, Alternative Investments, Asset Management
Education
Marquette University 2000 — 2004
Bachelor of Science, Finance
Guggenheim Funds Distributors, Inc August 2012 - Present
Invesco June 2010 - July 2012
Van Kampen Investments January 2008 - June 2010
Van Kampen Investments April 2005 - February 2008
Spike Trading April 2004 - April 2005
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Securities, Series 6, Investment Strategies, Investments, Asset Managment, Equities, Fixed Income, Relationship Management, IRAs, Sales Management, Salesforce.com, Bonds, Closed-end Funds, Sales, Unit Investment Trusts, Alternative Investments, Asset Management
Education
Marquette University 2000 — 2004
Bachelor of Science, Finance
Bridget Torregrosa's Invesco Experience 2006 - 2008
Job Sr. Consultant at Cutter Associates
Industry Investment Management
Experience
Cutter Associates April 2015 - Present
Invesco Ltd. November 2008 - April 2015
Invesco 2006 - 2008
Invesco 2002 - 2006
Invesco 1998 - 2002
C&S Securities - Bank of America 1990 - 1993
Skills
Process Improvement, Project Management, Financial Services, Business Analysis, Business Process..., Business Process..., Business Process, Management Consulting, PMO, New Business Development, Cross-functional Team..., Program Management, Operations Management, Equities, Financial Analysis, Executive Management
Education
Louisiana Tech University 1988 — 1990
Bachelor's Degree, Economics, 3.5
AIU 2000 — 2002
Master of Business Administration (M.B.A.), International Business, 4.0
Cutter Associates April 2015 - Present
Invesco Ltd. November 2008 - April 2015
Invesco 2006 - 2008
Invesco 2002 - 2006
Invesco 1998 - 2002
C&S Securities - Bank of America 1990 - 1993
Skills
Process Improvement, Project Management, Financial Services, Business Analysis, Business Process..., Business Process..., Business Process, Management Consulting, PMO, New Business Development, Cross-functional Team..., Program Management, Operations Management, Equities, Financial Analysis, Executive Management
Education
Louisiana Tech University 1988 — 1990
Bachelor's Degree, Economics, 3.5
AIU 2000 — 2002
Master of Business Administration (M.B.A.), International Business, 4.0
Garrett Dean Garrett Dean's Invesco Experience July 2013 - Present
Job Associate Analyst Structured Securities (NonMortgage ABS) at Invesco Fixed Income
Industry Investment Management
Experience
Invesco July 2013 - Present
The Henry Fund January 2012 - December 2012
Ball May 2012 - August 2012
UnitedHealth Group September 2009 - July 2011
HSBC January 2008 - April 2008
Merrill Lynch June 2007 - August 2007
Automated Professional Tax Services September 2006 - November 2006
Skills
Financial Modeling, Valuation, Portfolio Management, SPSS, Stata, Corporate Finance, Credit, Asset Managment, Forecasting, Microsoft Excel, Monte Carlo Simulation, Asset Management, Energy, FactSet, Bloomberg, Utility Industry, Pensions, Capital IQ, Risk Management, Intex Desktop, IntexCalc
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA, Investment Management
Knox College 2005 — 2009
BA, Economics
Invesco July 2013 - Present
The Henry Fund January 2012 - December 2012
Ball May 2012 - August 2012
UnitedHealth Group September 2009 - July 2011
HSBC January 2008 - April 2008
Merrill Lynch June 2007 - August 2007
Automated Professional Tax Services September 2006 - November 2006
Skills
Financial Modeling, Valuation, Portfolio Management, SPSS, Stata, Corporate Finance, Credit, Asset Managment, Forecasting, Microsoft Excel, Monte Carlo Simulation, Asset Management, Energy, FactSet, Bloomberg, Utility Industry, Pensions, Capital IQ, Risk Management, Intex Desktop, IntexCalc
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA, Investment Management
Knox College 2005 — 2009
BA, Economics
Norman Combest's Invesco Experience February 2007 - January 2009
Job Retirement Investment Officer/Portfolio Manager
Industry Investment Management
Experience
Kentucky Teachers Retirement System September 2011 - Present
AEGON March 2010 - September 2011
INVESCO February 2007 - January 2009
INVESCO January 2002 - March 2007
Invesco June 1999 - December 2001
USMC 1995 - 1999
Skills
Mutual Funds, Investments, Asset Managment, Financial Analysis, Asset Allocation, Securities, Wealth Management, Fixed Income, Portfolio Management, Alternative Investments, Investment Strategies, Financial Modeling, Equities, Bloomberg, Valuation, Investment Management, Bonds, Hedge Funds, Financial Services, Risk Management, Capital Markets, Strategic Financial..., Equity Research, Bloomberg Terminal, Retirement Planning, Private Equity, Derivatives, Asset Management, Financial Risk, Trading, Investment Banking, Quantitative Analytics, ETFs, Financial Markets, Credit, Emerging Markets, Finance, Credit Derivatives, Options, Economics, Insurance, Credit Analysis, Due Diligence, Banking, Retirement, Institutional..., Performance Attribution, Structured Products, Structured Finance, Investment Advisory
Education
Indiana University-Southeast 2003 — 2005
Masters of Strategic Finance, Finance
University of Louisville 1999 — 2001
Bachelors of Science, Finance
Hart County High School 1990 — 1994
Kentucky Teachers Retirement System September 2011 - Present
AEGON March 2010 - September 2011
INVESCO February 2007 - January 2009
INVESCO January 2002 - March 2007
Invesco June 1999 - December 2001
USMC 1995 - 1999
Skills
Mutual Funds, Investments, Asset Managment, Financial Analysis, Asset Allocation, Securities, Wealth Management, Fixed Income, Portfolio Management, Alternative Investments, Investment Strategies, Financial Modeling, Equities, Bloomberg, Valuation, Investment Management, Bonds, Hedge Funds, Financial Services, Risk Management, Capital Markets, Strategic Financial..., Equity Research, Bloomberg Terminal, Retirement Planning, Private Equity, Derivatives, Asset Management, Financial Risk, Trading, Investment Banking, Quantitative Analytics, ETFs, Financial Markets, Credit, Emerging Markets, Finance, Credit Derivatives, Options, Economics, Insurance, Credit Analysis, Due Diligence, Banking, Retirement, Institutional..., Performance Attribution, Structured Products, Structured Finance, Investment Advisory
Education
Indiana University-Southeast 2003 — 2005
Masters of Strategic Finance, Finance
University of Louisville 1999 — 2001
Bachelors of Science, Finance
Hart County High School 1990 — 1994
Erika Soraiz's Invesco Experience October 2007 - August 2009
Job Educator at Houston Gateway Academy
Industry Education Management
Experience
Houston Gateway Academy August 2012 - Present
Houston ISD August 2009 - July 2012
Invesco October 2007 - August 2009
Texas Children's Hospital March 2003 - October 2007
Skills
Lesson Planning, Curriculum Design, Curriculum Development, Educational Leadership, Classroom, Elementary Education, Differentiated..., Teacher Training, Educational Technology, Tutoring, K-12, Literacy, Teaching, ESL, Staff Development, Reports, Analyze Information, Billing Process, Customer Service, Accounts..., Account Servicing, Account Resolution, Account Reconciliation, Redemption
Education
University of Houston-Downtown 2000 — 2006
Bachelor's degree, Finance
Houston Community College 2000 — 2002
Business Administration and Management, General
Houston Gateway Academy August 2012 - Present
Houston ISD August 2009 - July 2012
Invesco October 2007 - August 2009
Texas Children's Hospital March 2003 - October 2007
Skills
Lesson Planning, Curriculum Design, Curriculum Development, Educational Leadership, Classroom, Elementary Education, Differentiated..., Teacher Training, Educational Technology, Tutoring, K-12, Literacy, Teaching, ESL, Staff Development, Reports, Analyze Information, Billing Process, Customer Service, Accounts..., Account Servicing, Account Resolution, Account Reconciliation, Redemption
Education
University of Houston-Downtown 2000 — 2006
Bachelor's degree, Finance
Houston Community College 2000 — 2002
Business Administration and Management, General
Lisa Gonzalez Lisa Gonzalez's Invesco Experience January 2010 - July 2012
Job MBA Candidate at Jones Graduate School of Business
Industry Financial Services
Experience
Jones Graduate School of Business August 2012 - Present
Invesco January 2010 - July 2012
Invesco October 2007 - January 2010
Affinity Wealth Solutions January 2005 - September 2007
Skills
Project Management, Project Analysis, SharePoint, PowerPoint, Microsoft Excel, Market Analysis, Series 6, Mutual Funds, Financial Services, Superior Client Service, Product Development, Program Evaluation
Education
Rice University - Jesse H. Jones Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Energy & Finance
University of Michigan 2003 — 2007
Bachelor of Arts (BA), Psychology
Jones Graduate School of Business August 2012 - Present
Invesco January 2010 - July 2012
Invesco October 2007 - January 2010
Affinity Wealth Solutions January 2005 - September 2007
Skills
Project Management, Project Analysis, SharePoint, PowerPoint, Microsoft Excel, Market Analysis, Series 6, Mutual Funds, Financial Services, Superior Client Service, Product Development, Program Evaluation
Education
Rice University - Jesse H. Jones Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Energy & Finance
University of Michigan 2003 — 2007
Bachelor of Arts (BA), Psychology
Gayle M. Gipson's Invesco Experience January 2013 - July 2013
Job Marketing Manager at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management May 2015 - Present
Regal Securities, Inc. July 2013 - May 2015
Invesco January 2013 - July 2013
Mesirow Financial January 1997 - April 2012
Ariel Investments January 1993 - December 1996
Education
Indiana University Bloomington 1984 — 1988
BA, Journalism
BMO Global Asset Management May 2015 - Present
Regal Securities, Inc. July 2013 - May 2015
Invesco January 2013 - July 2013
Mesirow Financial January 1997 - April 2012
Ariel Investments January 1993 - December 1996
Education
Indiana University Bloomington 1984 — 1988
BA, Journalism
Colleen Tinker Colleen Tinker's Invesco Experience July 1989 - September 2003
Job Auto Broker for Automotive Search, Inc.
Industry Automotive
Experience
Automotive Search, Inc. September 2006 - Present
Automotive Search, Inc January 2006 - Present
Knitting Knight February 2004 - October 2010
INVESCO July 1989 - September 2003
Invesco Ltd. February 1989 - September 2003
INVESCO Perpetual January 2001 - January 2003
INVESCO Funds January 1997 - January 2003
INVESCO Funds January 1993 - January 1997
INVESCO Funds January 1989 - January 1993
Skills
Mutual Funds, Investments, Asset Managment, Project Management, Portfolio Management, Negotiation, Financial Services, Sales Management, Series 7, Insurance, Relationship Management, Vendor Management, Operations Management, Business Strategy, Process Improvement, Management
Education
Metropolitan State College of Denver 1983 — 1987
Bachelor of Science, Marketing
Metropolitan State University of Denver 1983 — 1987
B.S. Marketing, Marketing
Broomfield High School 1979 — 1982
High Dipolma, Marketing
Automotive Search, Inc. September 2006 - Present
Automotive Search, Inc January 2006 - Present
Knitting Knight February 2004 - October 2010
INVESCO July 1989 - September 2003
Invesco Ltd. February 1989 - September 2003
INVESCO Perpetual January 2001 - January 2003
INVESCO Funds January 1997 - January 2003
INVESCO Funds January 1993 - January 1997
INVESCO Funds January 1989 - January 1993
Skills
Mutual Funds, Investments, Asset Managment, Project Management, Portfolio Management, Negotiation, Financial Services, Sales Management, Series 7, Insurance, Relationship Management, Vendor Management, Operations Management, Business Strategy, Process Improvement, Management
Education
Metropolitan State College of Denver 1983 — 1987
Bachelor of Science, Marketing
Metropolitan State University of Denver 1983 — 1987
B.S. Marketing, Marketing
Broomfield High School 1979 — 1982
High Dipolma, Marketing
Donna Wilson Donna Wilson's Invesco Experience May 1997 - Present
Job Senior Investment Professional
Industry Investment Management
Experience
Invesco May 1997 - Present
Mercer Investment Consulting 1996 - May 1997
General Motors Asset Management February 1992 - May 1996
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Hampton University 1977 — 1981
BA, Economics
Invesco May 1997 - Present
Mercer Investment Consulting 1996 - May 1997
General Motors Asset Management February 1992 - May 1996
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Hampton University 1977 — 1981
BA, Economics
Brandon Maloney's Invesco Experience May 2006 - March 2008
Job Marketing & IT Mgr. at Nu Yale Cleaners
Industry Textiles
Experience
Nu-Yale Cleaners April 2008 - Present
INVESCO May 2006 - March 2008
Northwestern Mutual May 2005 - August 2005
Skills
Sales, Social Media, Marketing, Financial Reporting, Strategic Financial..., Marketing Strategy, Information Technology, Strategic Planning, Small Business, Team Leadership, Time Management, Retail, Advertising, Public Relations, Management, New Business Development, Financial Planning, Team Building, Customer Service
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science in Business, Finance and Finance- Real Estate
Providence HS 1998 — 2002
Nu-Yale Cleaners April 2008 - Present
INVESCO May 2006 - March 2008
Northwestern Mutual May 2005 - August 2005
Skills
Sales, Social Media, Marketing, Financial Reporting, Strategic Financial..., Marketing Strategy, Information Technology, Strategic Planning, Small Business, Team Leadership, Time Management, Retail, Advertising, Public Relations, Management, New Business Development, Financial Planning, Team Building, Customer Service
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science in Business, Finance and Finance- Real Estate
Providence HS 1998 — 2002
Gregory Rawls, CFA, CAIA Gregory Rawls, CFA, CAIA's Invesco Experience 2012 - Present
Job Analyst at Invesco
Industry Investment Management
Experience
Invesco 2012 - Present
Midwest Mezzanine 2010 - 2012
Calamos Investments 2005 - 2008
Skills
Investments, Equities, Series 7, Bloomberg, Chartered Financial..., Financial Statement..., Fundamental Analysis
Education
Marquette University
Applied Investment Management
University of Notre Dame
Master of Science (MS), Finance, General
WWS
Invesco 2012 - Present
Midwest Mezzanine 2010 - 2012
Calamos Investments 2005 - 2008
Skills
Investments, Equities, Series 7, Bloomberg, Chartered Financial..., Financial Statement..., Fundamental Analysis
Education
Marquette University
Applied Investment Management
University of Notre Dame
Master of Science (MS), Finance, General
WWS
Zane Hall Zane Hall's Invesco Experience July 1989 - May 2003
Job RFP Editor at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price March 2004 - Present
INVESCO July 1989 - May 2003
Coca-Cola Enterprises October 1988 - June 1989
Community Bank of Manatee August 1984 - October 1988
Ashland September 1979 - August 1984
Skills
Fixed Income, Equities
Education
Georgia State University 1990 — 1992
Bachelor of Business Administration (BBA), Finance, General
T. Rowe Price March 2004 - Present
INVESCO July 1989 - May 2003
Coca-Cola Enterprises October 1988 - June 1989
Community Bank of Manatee August 1984 - October 1988
Ashland September 1979 - August 1984
Skills
Fixed Income, Equities
Education
Georgia State University 1990 — 1992
Bachelor of Business Administration (BBA), Finance, General
Kimberly Jamros's Invesco Experience May 2012 - August 2012
Job Senior Assurance Associate at MCM CPAs & Advisors
Industry Accounting
Experience
MCM CPAs & Advisors September 2015 - Present
Mountjoy Chilton Medley LLP July 2014 - September 2015
Mountjoy Chilton Medley LLP January 2014 - April 2014
Indiana University Southeast September 2012 - December 2013
Invesco May 2012 - August 2012
Skills
Teamwork, Customer Service, Leadership, Team-oriented, Event Planning, Public Speaking, Time Management, Budgets
Education
Indiana University Southeast 2011 — 2014
Bachelor of Science (B.S.), Accounting
Indiana University-Southeast
MCM CPAs & Advisors September 2015 - Present
Mountjoy Chilton Medley LLP July 2014 - September 2015
Mountjoy Chilton Medley LLP January 2014 - April 2014
Indiana University Southeast September 2012 - December 2013
Invesco May 2012 - August 2012
Skills
Teamwork, Customer Service, Leadership, Team-oriented, Event Planning, Public Speaking, Time Management, Budgets
Education
Indiana University Southeast 2011 — 2014
Bachelor of Science (B.S.), Accounting
Indiana University-Southeast
Luis Alberto Barrientos Luis Alberto Barrientos's Invesco Experience June 2011 - April 2012
Job Tax Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US Tax AssociateKPMG USOctober 2012 - September 2014
Invesco June 2011 - April 2012
KPMG US January 2011 - April 2011
Skills
Accounting, QuickBooks, Microsoft Excel, Tax, Microsoft Office, PowerPoint, Microsoft Word, Income Tax, Corptax, Tax Research, eForms, RIA, Checkpoint, Partnership Tax Returns, Multi-state tax returns, Tax Preparation, International Tax
Education
Kennesaw State University - Michael J. Coles College of Business 2011 — 2012
Master of Accounting, Tax Concentration, 3.93
Kennesaw State University - Michael J. Coles College of Business 2009 — 2011
Bachelor of Business Administration (BBA), Accounting, 3.95
Truett-McConnell College 2007 — 2009
Associate in General Studies, 3.93
KPMG US Tax AssociateKPMG USOctober 2012 - September 2014
Invesco June 2011 - April 2012
KPMG US January 2011 - April 2011
Skills
Accounting, QuickBooks, Microsoft Excel, Tax, Microsoft Office, PowerPoint, Microsoft Word, Income Tax, Corptax, Tax Research, eForms, RIA, Checkpoint, Partnership Tax Returns, Multi-state tax returns, Tax Preparation, International Tax
Education
Kennesaw State University - Michael J. Coles College of Business 2011 — 2012
Master of Accounting, Tax Concentration, 3.93
Kennesaw State University - Michael J. Coles College of Business 2009 — 2011
Bachelor of Business Administration (BBA), Accounting, 3.95
Truett-McConnell College 2007 — 2009
Associate in General Studies, 3.93
Willie Wright, CPA's Invesco Experience May 2007 - November 2008
Job Managing Consultant at RW Elite Accounting & Tax Solutions
Industry Accounting
Experience
RW Elite Accounting & Tax Solutions September 2009 - Present
INVESCO May 2007 - November 2008
Crawford Communications June 2005 - May 2007
PricewaterhouseCoopers January 2000 - June 2005
Consultec, Inc. August 1997 - January 2000
Charles Webb and Associates 1996 - 1996
Skills
Accounting
Education
Louisiana State University 1982 — 1988
BA, Accounting
RW Elite Accounting & Tax Solutions September 2009 - Present
INVESCO May 2007 - November 2008
Crawford Communications June 2005 - May 2007
PricewaterhouseCoopers January 2000 - June 2005
Consultec, Inc. August 1997 - January 2000
Charles Webb and Associates 1996 - 1996
Skills
Accounting
Education
Louisiana State University 1982 — 1988
BA, Accounting
Stephanie Alderman, PMP Stephanie Alderman, PMP's Invesco Experience September 2013 - Present
Job Bus. Analyst/Project Manager at Invesco
Industry Financial Services
Experience
Invesco September 2013 - Present
FX Bridge Technologies, Inc June 2011 - April 2012
Bayhawk Asset Management, LLC April 2010 - June 2011
Bell Capital Management, LLC March 2005 - April 2010
Amerisave Mortgage Corporation March 2003 - March 2005
Skills
Business Analysis, Software Implementation, Options, Trading, Process Improvement, Strategic Planning, Advanced Excel User, Customer-focused Service, Microsoft Office, Asset Allocation, Management, Operations Management, Project Management, Portfolio Management, Electronic Trading, Analysis, FX Options, Financial Markets, Microsoft Dynamics, Portfolio Center, MySQL, SQL Server, Visual Basic, Agile Project Management, Performance Measurement, Web Development, Tamarac Rebalancer, Morningstar, Charles Schwab Platform, Currency, Trading Systems, Derivatives, Foreign Exchange, Requirements Gathering, ETFs, CRM, PHP, HTML, Financial Services, Asset Management, Mutual Funds, Financial Analysis, Charles River IMS, PL/SQL, OBIEE, Training & Development, Functional..., Lean Transformation, Continuous Improvement, Dimensional Modeling
Education
Georgia State University 2012 — 2016
MS, Information Systems, Audit and Control
University of Georgia - Terry College of Business
BBA
Riverwood Highschool 1994 — 1998
Invesco September 2013 - Present
FX Bridge Technologies, Inc June 2011 - April 2012
Bayhawk Asset Management, LLC April 2010 - June 2011
Bell Capital Management, LLC March 2005 - April 2010
Amerisave Mortgage Corporation March 2003 - March 2005
Skills
Business Analysis, Software Implementation, Options, Trading, Process Improvement, Strategic Planning, Advanced Excel User, Customer-focused Service, Microsoft Office, Asset Allocation, Management, Operations Management, Project Management, Portfolio Management, Electronic Trading, Analysis, FX Options, Financial Markets, Microsoft Dynamics, Portfolio Center, MySQL, SQL Server, Visual Basic, Agile Project Management, Performance Measurement, Web Development, Tamarac Rebalancer, Morningstar, Charles Schwab Platform, Currency, Trading Systems, Derivatives, Foreign Exchange, Requirements Gathering, ETFs, CRM, PHP, HTML, Financial Services, Asset Management, Mutual Funds, Financial Analysis, Charles River IMS, PL/SQL, OBIEE, Training & Development, Functional..., Lean Transformation, Continuous Improvement, Dimensional Modeling
Education
Georgia State University 2012 — 2016
MS, Information Systems, Audit and Control
University of Georgia - Terry College of Business
BBA
Riverwood Highschool 1994 — 1998
David Partain David Partain's Invesco Experience June 1992 - July 1996
Job FlexShares Director of Marketing at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management February 2015 - Present
Northern Trust October 2013 - Present
Northern Trust April 2011 - October 2013
Millington Securities, Inc. March 2010 - August 2010
Alpha Energy June 2007 - December 2009
Dale Carnegie Training October 2004 - May 2007
WCFC TV 38 January 2001 - September 2004
InvestorJoe.com March 2000 - December 2000
First Trust July 1996 - March 2000
Invesco June 1992 - July 1996
Skills
Project Planning, Project Implementation, Product Marketing, Product Management, Group Presentations, Social Media Marketing, Key Account Management, Marketing Strategy, Marketing Communications, Analytics, Online Marketing, B2C marketing, B2B Marketing, Value Proposition..., Expertise in strategic..., Marketing Operations, Competitive Strategy, Brand Architecture, Marketing ROI, Online Advertising, Digital Marketing, Business Strategy, Management, Social Media, Marketing, Business Development, Value Propositions, Public Speaking, Sales, Integrated Marketing, Nonprofits, B2B, Strategic Communications, Email Marketing, Advertising, Strategy, Business Planning, Selling, Public Relations, Event Management, Media Relations, Budgets, Strategic Partnerships, Training, Salesforce.com, Strategic Planning, Leadership, Project Management, Product Development, Analysis
Education
Liberty University
Masters
Wharton School, University of Pennsylvania
Certificate Program: Securities Industry Institute
Wheaton College
BA
Casa Grande Union High School
Northern Trust Asset Management February 2015 - Present
Northern Trust October 2013 - Present
Northern Trust April 2011 - October 2013
Millington Securities, Inc. March 2010 - August 2010
Alpha Energy June 2007 - December 2009
Dale Carnegie Training October 2004 - May 2007
WCFC TV 38 January 2001 - September 2004
InvestorJoe.com March 2000 - December 2000
First Trust July 1996 - March 2000
Invesco June 1992 - July 1996
Skills
Project Planning, Project Implementation, Product Marketing, Product Management, Group Presentations, Social Media Marketing, Key Account Management, Marketing Strategy, Marketing Communications, Analytics, Online Marketing, B2C marketing, B2B Marketing, Value Proposition..., Expertise in strategic..., Marketing Operations, Competitive Strategy, Brand Architecture, Marketing ROI, Online Advertising, Digital Marketing, Business Strategy, Management, Social Media, Marketing, Business Development, Value Propositions, Public Speaking, Sales, Integrated Marketing, Nonprofits, B2B, Strategic Communications, Email Marketing, Advertising, Strategy, Business Planning, Selling, Public Relations, Event Management, Media Relations, Budgets, Strategic Partnerships, Training, Salesforce.com, Strategic Planning, Leadership, Project Management, Product Development, Analysis
Education
Liberty University
Masters
Wharton School, University of Pennsylvania
Certificate Program: Securities Industry Institute
Wheaton College
BA
Casa Grande Union High School
Deborah O'Neal-Johnson Deborah O'Neal-Johnson's Invesco Experience 1997 - 2004
Job Senior Counsel U.S. Securities and Exchange Commission
Industry Investment Management
Experience
iPassBAR.com Senior CounselU.S. Securities and Exchange CommissionJanuary 2009 - Present
INVESCO 1997 - 2004
Skills
Investment Advisers Act, Securities
Education
Georgia State University College of Law
JD, Finance/Real Estate
The University of Georgia
BA, Journalism
University of Georgia - Terry College of Business
MBA, Finance/Real Estate
iPassBAR.com Senior CounselU.S. Securities and Exchange CommissionJanuary 2009 - Present
INVESCO 1997 - 2004
Skills
Investment Advisers Act, Securities
Education
Georgia State University College of Law
JD, Finance/Real Estate
The University of Georgia
BA, Journalism
University of Georgia - Terry College of Business
MBA, Finance/Real Estate
Tamela OBanner Tamela OBanner's Invesco Experience October 2009 - Present
Job Data Governance Manager at Invesco
Industry Financial Services
Experience
Invesco October 2009 - Present
GC Services December 2004 - October 2009
TPG Software April 2000 - December 2004
Holland Capital Management May 1999 - April 2004
Aon Advisors October 1996 - March 1999
Skills
Microsoft Office..., Microsoft SQL Server, Microsoft Publisher, Micrsoft Project, Microsoft Office..., Visio, Bloomberg Terminal, Oracle BI EE, Portfolio Genius, Erwin, Data Modeling, Business Process..., Project Management, Data Management, Analysis, Business Process, Software Documentation, Business Analysis, CRM, Management, Requirements Analysis, Microsoft Office, SDLC
Education
Keller Graduate School of Management of DeVry University 2007 — 2010
Master's degree, Management Information Systems and Services
Northern Illinois University - College of Business 1989 — 1993
Bachelor of Science (B.S.), Management Information Systems
Hyde Park Career Academy 1985 — 1989
College/University Preparatory and Advanced High School/Secondary Diploma Program
Invesco October 2009 - Present
GC Services December 2004 - October 2009
TPG Software April 2000 - December 2004
Holland Capital Management May 1999 - April 2004
Aon Advisors October 1996 - March 1999
Skills
Microsoft Office..., Microsoft SQL Server, Microsoft Publisher, Micrsoft Project, Microsoft Office..., Visio, Bloomberg Terminal, Oracle BI EE, Portfolio Genius, Erwin, Data Modeling, Business Process..., Project Management, Data Management, Analysis, Business Process, Software Documentation, Business Analysis, CRM, Management, Requirements Analysis, Microsoft Office, SDLC
Education
Keller Graduate School of Management of DeVry University 2007 — 2010
Master's degree, Management Information Systems and Services
Northern Illinois University - College of Business 1989 — 1993
Bachelor of Science (B.S.), Management Information Systems
Hyde Park Career Academy 1985 — 1989
College/University Preparatory and Advanced High School/Secondary Diploma Program
Samuel WJ Kim Samuel WJ Kim's Invesco Experience November 2013 - April 2015
Job Client Relations Representative at Invesco
Industry Financial Services
Experience
Invesco Canada June 2015 - Present
Invesco Canada May 2015 - Present
Invesco November 2013 - April 2015
J Contentree Magazines & Books December 2011 - March 2013
Skills
Translation, Content Licensing, Magazines, Digital Media, Blogging, Social Media, Marketing Communications, Corporate Communications, Public Relations, Publishing, French, Politics, Digital Strategy, Digital Marketing, Fashion, Market Research, Microsoft Office, Marketing Strategy, Marketing, Business Strategy, Strategy
Education
McGill University 2005 — 2009
Political Science, French-English Translation Double Major, Bachelor of Arts (B.A.)
Invesco Canada June 2015 - Present
Invesco Canada May 2015 - Present
Invesco November 2013 - April 2015
J Contentree Magazines & Books December 2011 - March 2013
Skills
Translation, Content Licensing, Magazines, Digital Media, Blogging, Social Media, Marketing Communications, Corporate Communications, Public Relations, Publishing, French, Politics, Digital Strategy, Digital Marketing, Fashion, Market Research, Microsoft Office, Marketing Strategy, Marketing, Business Strategy, Strategy
Education
McGill University 2005 — 2009
Political Science, French-English Translation Double Major, Bachelor of Arts (B.A.)
Sally Rodriguez's Invesco Experience January 1997 - April 2008
Job Sr. Office Assistant at Memorial Hermann Healthcare System
Industry Hospital & Health Care
Experience
Memorial Hermann Healthcare System August 2008 - Present
Invesco January 1997 - April 2008
Skills
Microsoft Excel, Healthcare, Outlook, Customer Service, Microsoft Office, HIPAA, Healthcare Management, EMR, Access, PowerPoint, Investments, Microsoft Word, Administrative..., Medical Terminology, Data Entry, Patient Safety, Mutual Funds, Budgets, Event Planning, Office Administration, Management, Marketing, Bookkeeping, Purchase Orders, Research Proposals, Facilities Engineering, Preventive Maintenance, Building Automation, Engineering
Education
Houston Community College 1995 — 1997
Computer Computer Science, Basic Courses
Polytechnic Institute of Houston 1991 — 1993
Computer Science Academic Program, Computer Science
Memorial Hermann Healthcare System August 2008 - Present
Invesco January 1997 - April 2008
Skills
Microsoft Excel, Healthcare, Outlook, Customer Service, Microsoft Office, HIPAA, Healthcare Management, EMR, Access, PowerPoint, Investments, Microsoft Word, Administrative..., Medical Terminology, Data Entry, Patient Safety, Mutual Funds, Budgets, Event Planning, Office Administration, Management, Marketing, Bookkeeping, Purchase Orders, Research Proposals, Facilities Engineering, Preventive Maintenance, Building Automation, Engineering
Education
Houston Community College 1995 — 1997
Computer Computer Science, Basic Courses
Polytechnic Institute of Houston 1991 — 1993
Computer Science Academic Program, Computer Science
Louie Fetch Louie Fetch's Invesco Experience October 2013 - August 2015
Job Investment Management at William Blair & Company
Industry Investment Management
Experience
William Blair & Company August 2015 - Present
Invesco October 2013 - August 2015
PNC Investments July 2010 - September 2013
Sun Yat-sen Univeristy September 2009 - February 2010
Duke Energy Corporation May 2008 - August 2008
Skills
Investments, Equities, Fixed Income, Mutual Funds, Financial Advisory, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Management, Series 65, Uniform Combined State..., Series 7, Series 63, Retirement Planning, Wealth Management, Asset Allocation, Fixed Annuities, FINRA, Securities, Bonds, Asset Managment, Derivatives, Alternative Investments
Education
Miami University 2005 — 2009
Bachelor of Science in Business, Economics
Loyola University of Chicago 2007 — 2007
The Beijing Center, Chinese Language
William Blair & Company August 2015 - Present
Invesco October 2013 - August 2015
PNC Investments July 2010 - September 2013
Sun Yat-sen Univeristy September 2009 - February 2010
Duke Energy Corporation May 2008 - August 2008
Skills
Investments, Equities, Fixed Income, Mutual Funds, Financial Advisory, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Management, Series 65, Uniform Combined State..., Series 7, Series 63, Retirement Planning, Wealth Management, Asset Allocation, Fixed Annuities, FINRA, Securities, Bonds, Asset Managment, Derivatives, Alternative Investments
Education
Miami University 2005 — 2009
Bachelor of Science in Business, Economics
Loyola University of Chicago 2007 — 2007
The Beijing Center, Chinese Language
sonya evans's Invesco Experience December 2010 - Present
Job CI Consultant at Invesco
Industry Investment Management
Experience
Invesco December 2010 - Present
Skills
Project Management, Six Sigma, Business Strategy, Business Process..., Change Management, Investment Management..., Product Development, Business Analysis, Management Consulting, Program Management, Analysis
Education
Howard University
Bachelor of Arts (B.A.), Psychology
Kennesaw State University
Master of Business Administration (MBA), Finance, General
Invesco December 2010 - Present
Skills
Project Management, Six Sigma, Business Strategy, Business Process..., Change Management, Investment Management..., Product Development, Business Analysis, Management Consulting, Program Management, Analysis
Education
Howard University
Bachelor of Arts (B.A.), Psychology
Kennesaw State University
Master of Business Administration (MBA), Finance, General
Kwame Perry Kwame Perry's Invesco Experience July 2012 - December 2012
Job Senior Business Analyst at Confidential
Industry Oil & Energy
Experience
Confidential April 2015 - Present
Carrizo Oil & Gas, Inc. January 2014 - January 2015
Houston Community College System January 2004 - June 2014
The Liberty Group September 2013 - January 2014
Crane Worldwide Logistics January 2013 - September 2013
Invesco July 2012 - December 2012
CenterPoint Energy August 2010 - October 2011
CenterPoint Energy - Houston Electric, LLC June 2006 - August 2010
Jubilee Church of God in Christ, Inc September 2000 - March 2007
CenterPoint Energy - Houston Gas Operations August 2004 - June 2006
Skills
Visio, Leadership, Software Documentation, Access, Management, Training, Analysis, Program Management, Process Improvement, Business Process..., Project Management, Business Analysis, Business Process, Data Analysis, Microsoft Excel, Change Management, Energy, Organizational..., Microsoft Word, Employee Relations, Databases, PowerPoint, Onboarding, Training Delivery, SQL, Employee Training, SAS, Smart Grid, HRIS, SharePoint, Business Objects, Analytical Skills, SAP HR, Crystal Reports, Oil & Gas Industry, Enertia, SAP BI, Data Migration, SCADA, Functional Requirements, WellView, SAP MM, Gas Pipelines, Merrick, Ad-hoc Reporting, Facilitation, Salesforce.com, Customer Service, Strategy, Integration
Education
Quinnipiac University 2014 — 2016
Master's of Science
Houston Community College 1994 — 1996
Associate of Science (A.S.)
University of St. Thomas (TX) 1991 — 1996
B.A.
Howard University 1987 — 1988
Confidential April 2015 - Present
Carrizo Oil & Gas, Inc. January 2014 - January 2015
Houston Community College System January 2004 - June 2014
The Liberty Group September 2013 - January 2014
Crane Worldwide Logistics January 2013 - September 2013
Invesco July 2012 - December 2012
CenterPoint Energy August 2010 - October 2011
CenterPoint Energy - Houston Electric, LLC June 2006 - August 2010
Jubilee Church of God in Christ, Inc September 2000 - March 2007
CenterPoint Energy - Houston Gas Operations August 2004 - June 2006
Skills
Visio, Leadership, Software Documentation, Access, Management, Training, Analysis, Program Management, Process Improvement, Business Process..., Project Management, Business Analysis, Business Process, Data Analysis, Microsoft Excel, Change Management, Energy, Organizational..., Microsoft Word, Employee Relations, Databases, PowerPoint, Onboarding, Training Delivery, SQL, Employee Training, SAS, Smart Grid, HRIS, SharePoint, Business Objects, Analytical Skills, SAP HR, Crystal Reports, Oil & Gas Industry, Enertia, SAP BI, Data Migration, SCADA, Functional Requirements, WellView, SAP MM, Gas Pipelines, Merrick, Ad-hoc Reporting, Facilitation, Salesforce.com, Customer Service, Strategy, Integration
Education
Quinnipiac University 2014 — 2016
Master's of Science
Houston Community College 1994 — 1996
Associate of Science (A.S.)
University of St. Thomas (TX) 1991 — 1996
B.A.
Howard University 1987 — 1988
Courtney Shuster Courtney Shuster's Invesco Experience February 2013 - Present
Job Properties analyst
Industry Commercial Real Estate
Experience
Invesco February 2013 - Present
Invesco June 2010 - February 2012
Grant Thornton LLP September 2008 - May 2010
Skills
Financial Modeling
Education
Indiana University Bloomington
Bachelor of Business Administration (B.B.A.), Accounting
The University of Georgia
Master's degree, Accounting
Invesco February 2013 - Present
Invesco June 2010 - February 2012
Grant Thornton LLP September 2008 - May 2010
Skills
Financial Modeling
Education
Indiana University Bloomington
Bachelor of Business Administration (B.B.A.), Accounting
The University of Georgia
Master's degree, Accounting
Mickey Perry's Invesco Experience February 2014 - July 2015
Job Frontend Web Developer
Industry Internet
Experience
Invesco February 2014 - July 2015
Climax Media Inc February 2011 - June 2013
Skills
Adobe Creative Suite, Sublime Text, HTML5, CSS3, Responsive Web Design, LESS, SASS, WordPress, jQuery, JavaScript, CMS, MySQL, Notepad++, Front-end, Web Development, Front-end Development
Education
Humber College 2015 — 2018
Web Design and Interactive Media
Sheridan College
Computer Programmer, Computer Programming
Invesco February 2014 - July 2015
Climax Media Inc February 2011 - June 2013
Skills
Adobe Creative Suite, Sublime Text, HTML5, CSS3, Responsive Web Design, LESS, SASS, WordPress, jQuery, JavaScript, CMS, MySQL, Notepad++, Front-end, Web Development, Front-end Development
Education
Humber College 2015 — 2018
Web Design and Interactive Media
Sheridan College
Computer Programmer, Computer Programming
Tracy Wadsworth, PMP's Invesco Experience January 2002 - February 2004
Job Expert Contact Center Strategist ◘ PMP ◘ Business Solutions Alignment ◘ Cruising Addict ◘ Bold Positive Leadership
Industry Information Technology and Services
Experience
Carousel Industries September 2011 - August 2012
Carousel Industries April 2009 - September 2011
Alere September 2007 - January 2009
Merrill Lynch February 2004 - March 2007
INVESCO January 2002 - February 2004
Motient September 1995 - July 2002
LabCorp April 1989 - June 1995
Tigon Corporation July 1988 - April 1989
Skills
Project Management, Contact Center..., Strategic Consulting, Contact Center..., Contact Center..., Telecommunications, Data Center, Cloud Computing, Enterprise Software, Management, Vendor Management, Wireless, CRM, Networking, VoIP, Business Intelligence, Avaya, Telephony, Call Centers, Solution Architecture, Leadership, Business Development, Sales Engineering, Disaster Recovery, IT Management, Virtualization, Managed Services, Contact Centers, Contract Negotiation, Unified Communications, Team Leadership, Infrastructure, Avaya Technologies, Mergers & Acquisitions, Mergers, Contact Center Strategy, Contact Center Design, Business Solution...
Education
Harvard Business School 2005 — 2007
None
Control Data Institute 1986 — 1988
BS
Casa View, Robert Hill, Bryan Adams
Carousel Industries September 2011 - August 2012
Carousel Industries April 2009 - September 2011
Alere September 2007 - January 2009
Merrill Lynch February 2004 - March 2007
INVESCO January 2002 - February 2004
Motient September 1995 - July 2002
LabCorp April 1989 - June 1995
Tigon Corporation July 1988 - April 1989
Skills
Project Management, Contact Center..., Strategic Consulting, Contact Center..., Contact Center..., Telecommunications, Data Center, Cloud Computing, Enterprise Software, Management, Vendor Management, Wireless, CRM, Networking, VoIP, Business Intelligence, Avaya, Telephony, Call Centers, Solution Architecture, Leadership, Business Development, Sales Engineering, Disaster Recovery, IT Management, Virtualization, Managed Services, Contact Centers, Contract Negotiation, Unified Communications, Team Leadership, Infrastructure, Avaya Technologies, Mergers & Acquisitions, Mergers, Contact Center Strategy, Contact Center Design, Business Solution...
Education
Harvard Business School 2005 — 2007
None
Control Data Institute 1986 — 1988
BS
Casa View, Robert Hill, Bryan Adams
Luke Prihoda Luke Prihoda's Invesco Experience January 2013 - July 2014
Job Pitching Coach
Industry Higher Education
Experience
Green Bay Bullfrogs Baseball Club May 2015 - Present
Texas A&M University-Kingsville August 2014 - Present
Invesco January 2013 - July 2014
Education
Sam Houston State University 2005 — 2007
Bachelor of Business Administration (BBA), Business/Commerce, General
Mclennan Community College 2003 — 2005
Green Bay Bullfrogs Baseball Club May 2015 - Present
Texas A&M University-Kingsville August 2014 - Present
Invesco January 2013 - July 2014
Education
Sam Houston State University 2005 — 2007
Bachelor of Business Administration (BBA), Business/Commerce, General
Mclennan Community College 2003 — 2005
Delia Roges Delia Roges's Invesco Experience July 2011 - Present
Job Managing Director at Invesco
Industry Investment Management
Experience
Invesco July 2011 - Present
Wetherly Capital Group 2007 - 2011
Trust Company of the West 1994 - 2007
Skills
Asset Management, Alternative Investments, Investments, Equities, Investment Management, Private Equity, Investment Strategies, Fixed Income, Portfolio Management, Asset Allocation, Investment Advisory, Mutual Funds, Capital Markets
Education
University of Southern California
Master of Business Administration (M.B.A.)
Loyola Marymount University
Bachelor's Degree, Finance
Invesco July 2011 - Present
Wetherly Capital Group 2007 - 2011
Trust Company of the West 1994 - 2007
Skills
Asset Management, Alternative Investments, Investments, Equities, Investment Management, Private Equity, Investment Strategies, Fixed Income, Portfolio Management, Asset Allocation, Investment Advisory, Mutual Funds, Capital Markets
Education
University of Southern California
Master of Business Administration (M.B.A.)
Loyola Marymount University
Bachelor's Degree, Finance
Scott Brogan Scott Brogan's Invesco Experience 1996 - 2006
Job Managing Consultant at BridgePoint, LLC
Industry Management Consulting
Experience
BridgePoint, LLC March 2012 - Present
Company Expert June 2006 - March 2012
INVESCO 1996 - 2006
Nicholas Applegate March 1995 - November 1996
Putnam Investments August 1986 - June 1994
Skills
Strategic Planning, Management Consulting, Retirement, Process Improvement, Leadership, Program Management, Change Management, Organizational..., Business Strategy, Sales, Strategy, Leadership Development, Asset Management, Management, Retirement Planning, Consulting, Financial Services, Operations Management, Vendor Management
Education
Suffolk University 1990 — 1992
MBA, Management
Massachusetts College of Liberal Arts 1980 — 1985
BS, Biology
BridgePoint, LLC March 2012 - Present
Company Expert June 2006 - March 2012
INVESCO 1996 - 2006
Nicholas Applegate March 1995 - November 1996
Putnam Investments August 1986 - June 1994
Skills
Strategic Planning, Management Consulting, Retirement, Process Improvement, Leadership, Program Management, Change Management, Organizational..., Business Strategy, Sales, Strategy, Leadership Development, Asset Management, Management, Retirement Planning, Consulting, Financial Services, Operations Management, Vendor Management
Education
Suffolk University 1990 — 1992
MBA, Management
Massachusetts College of Liberal Arts 1980 — 1985
BS, Biology
Lucio Salazar's Invesco Experience June 2011 - May 2012
Job Portfolio Analyst at Direct Energy
Industry Oil & Energy
Experience
Direct Energy August 2013 - Present
CenterPoint Energy June 2012 - June 2013
Invesco June 2011 - May 2012
Ignite Restaurant Group September 2007 - January 2010
Litton May 2005 - September 2007
Skills
Real Estate, Financial Analysis, Listings, Contract Negotiation, Selling, Short Sales, Sellers, New Homes, Foreclosures, Single Family Homes, Buyers, Real Estate Transactions, New Home Sales, First Time Home Buyers, Buyer Representation, Property
Education
Houston Community College 2010 — 2010
Accounting, Accounting, 3.7
Houston Baptist University 2001 — 2005
Bachelors, Finance and Theology, 3.44
Direct Energy August 2013 - Present
CenterPoint Energy June 2012 - June 2013
Invesco June 2011 - May 2012
Ignite Restaurant Group September 2007 - January 2010
Litton May 2005 - September 2007
Skills
Real Estate, Financial Analysis, Listings, Contract Negotiation, Selling, Short Sales, Sellers, New Homes, Foreclosures, Single Family Homes, Buyers, Real Estate Transactions, New Home Sales, First Time Home Buyers, Buyer Representation, Property
Education
Houston Community College 2010 — 2010
Accounting, Accounting, 3.7
Houston Baptist University 2001 — 2005
Bachelors, Finance and Theology, 3.44
Lawanda Rasberry Lawanda Rasberry's Invesco Experience 2008 - 2009
Job
Industry Investment Management
Experience
Mace Macro September 2009 - Present
Invesco 2008 - 2009
Ridgway's 2002 - 2008
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Project Management, Supervisory Skills, Business Process..., Forecasting, Shipping, Postal Regulations, Sustainability, Invoice Processing, Internal Audit, Risk Assessment, Vendor Management, Contract Management, Business Continuity..., Publications, Health & Safety Advice, Operations Management, Contract Negotiation, Management, Project Planning, Purchasing, Move Management, Team Building, Negotiation, Change Management, Process Improvement, Corporate Real Estate
Education
Houston Community College
Real Estate and Grant Writing
University of Houston-Downtown
Business Administration and Management, General
Mace Macro September 2009 - Present
Invesco 2008 - 2009
Ridgway's 2002 - 2008
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Project Management, Supervisory Skills, Business Process..., Forecasting, Shipping, Postal Regulations, Sustainability, Invoice Processing, Internal Audit, Risk Assessment, Vendor Management, Contract Management, Business Continuity..., Publications, Health & Safety Advice, Operations Management, Contract Negotiation, Management, Project Planning, Purchasing, Move Management, Team Building, Negotiation, Change Management, Process Improvement, Corporate Real Estate
Education
Houston Community College
Real Estate and Grant Writing
University of Houston-Downtown
Business Administration and Management, General
Anand Das MS, PMP, CSM's Invesco Experience November 2010 - December 2012
Job Project Manager at American Airlines
Industry Information Technology and Services
Experience
American Airlines July 2015 - Present
Dell May 2014 - February 2015
CMC LTD April 2013 - May 2014
Invesco November 2010 - December 2012
CoreLogic/ First American August 2009 - November 2010
Germania Insurance January 2008 - January 2009
UHCL/Tietronix/NASA August 2005 - December 2007
Humber College January 2005 - August 2005
eFunds January 2004 - June 2004
Skills
Project Management, Business Analysis, SDLC, IT Management, Software Project..., Requirements Gathering, Project Delivery, PMO, Requirements Analysis, Service Delivery, Team Management, PMP, Management, Program Management, Vendor Management, Resource Management, Business Process..., IT Strategy, Project Portfolio..., Agile Methodologies, SharePoint, Business Process, Business Intelligence, Business Requirements, IT Service Management
Education
University of Houston-Clear Lake
Master of Science (M.S.), Computer Software Engineering
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.), Information Technology
Humber College
Certificate, Graphic Design
American Airlines July 2015 - Present
Dell May 2014 - February 2015
CMC LTD April 2013 - May 2014
Invesco November 2010 - December 2012
CoreLogic/ First American August 2009 - November 2010
Germania Insurance January 2008 - January 2009
UHCL/Tietronix/NASA August 2005 - December 2007
Humber College January 2005 - August 2005
eFunds January 2004 - June 2004
Skills
Project Management, Business Analysis, SDLC, IT Management, Software Project..., Requirements Gathering, Project Delivery, PMO, Requirements Analysis, Service Delivery, Team Management, PMP, Management, Program Management, Vendor Management, Resource Management, Business Process..., IT Strategy, Project Portfolio..., Agile Methodologies, SharePoint, Business Process, Business Intelligence, Business Requirements, IT Service Management
Education
University of Houston-Clear Lake
Master of Science (M.S.), Computer Software Engineering
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.), Information Technology
Humber College
Certificate, Graphic Design
Josh Mesner Josh Mesner's Invesco Experience June 2014 - Present
Job Real Estate Acquisitions at Invesco
Industry Real Estate
Experience
Invesco June 2014 - Present
CapitalSource August 2013 - May 2014
Strategic Investment Group August 2011 - July 2013
Jones Lang LaSalle May 2010 - August 2011
Sears Holdings Corporation Summer 2009 May 2009 - August 2009
Strategic Investment Group September 2006 - August 2008
Bond and Pecaro November 2004 - August 2006
CarMax Corporate Headquarters June 2003 - July 2004
Skills
Due Diligence, Investments, Cash Flow, Financial Accounting, Microsoft Excel
Education
University of Wisconsin-Madison 2008 — 2010
MBA, James A. Graaskamp Center for Real Estate
James Madison University 2000 — 2002
BBA, Finance
Invesco June 2014 - Present
CapitalSource August 2013 - May 2014
Strategic Investment Group August 2011 - July 2013
Jones Lang LaSalle May 2010 - August 2011
Sears Holdings Corporation Summer 2009 May 2009 - August 2009
Strategic Investment Group September 2006 - August 2008
Bond and Pecaro November 2004 - August 2006
CarMax Corporate Headquarters June 2003 - July 2004
Skills
Due Diligence, Investments, Cash Flow, Financial Accounting, Microsoft Excel
Education
University of Wisconsin-Madison 2008 — 2010
MBA, James A. Graaskamp Center for Real Estate
James Madison University 2000 — 2002
BBA, Finance
Jessica Laird, AAMS®, CRPS®, CRPC® Jessica Laird, AAMS®, CRPS®, CRPC®'s Invesco Experience 2000 - 2012
Job Senior Compliance Officer
Industry Investment Management
Experience
Invesco 2000 - 2012
Skills
Series 7, Securities, Series 6, Series 63, Series 24, Mutual Funds, FINRA, Alternative Investments, Series 65
Education
Lamar University 1997 — 2000
BBA, Finance
The AIM school
The AIM school
Invesco 2000 - 2012
Skills
Series 7, Securities, Series 6, Series 63, Series 24, Mutual Funds, FINRA, Alternative Investments, Series 65
Education
Lamar University 1997 — 2000
BBA, Finance
The AIM school
The AIM school
Natalie Adamski Natalie Adamski's Invesco Experience June 2012 - August 2012
Job Portfolio Specialist at Harris Associates
Industry Investment Management
Experience
Harris Associates December 2014 - Present
Harris Associates September 2013 - December 2014
Invesco June 2012 - August 2012
Skills
Investments, Portfolio Management, Financial Modeling, Market Research, Marketing, Business Development, Analysis, Leadership, Accounting, Management, Equities, Securities, Financial Analysis, Strategic Planning
Education
Lewis University
Bachelor of Science (BS), Finance, General
Harris Associates December 2014 - Present
Harris Associates September 2013 - December 2014
Invesco June 2012 - August 2012
Skills
Investments, Portfolio Management, Financial Modeling, Market Research, Marketing, Business Development, Analysis, Leadership, Accounting, Management, Equities, Securities, Financial Analysis, Strategic Planning
Education
Lewis University
Bachelor of Science (BS), Finance, General
Stephanie P. Grimes's Invesco Experience April 2001 - October 2004
Job Accounts Payable Specialist at SBM Offshore
Industry Oil & Energy
Experience
SBM Offshore March 2012 - Present
BBG Floor Services January 2009 - March 2012
Houston Community College January 2005 - December 2008
Invesco April 2001 - October 2004
Texas Department of Transportation July 1997 - April 2001
Skills
Accounts Payable, Invoicing, Data Entry, Auditing, Microsoft Excel, Journal Entries, Microsoft Office, Payments, Fax, Outlook, Expense Reports, Spreadsheets, Financial Statements, Customer Service, Financial Reporting, Microsoft Word, Accounting, Lotus Notes, Payroll
Education
Lone Star College System 2012 — 2015
Associate of Arts (AA), Accounting, General Studies
Houston Community College 2005 — 2008
Accounting, General Studies
University of Maryland University College 1993 — 1996
General Studies
SBM Offshore March 2012 - Present
BBG Floor Services January 2009 - March 2012
Houston Community College January 2005 - December 2008
Invesco April 2001 - October 2004
Texas Department of Transportation July 1997 - April 2001
Skills
Accounts Payable, Invoicing, Data Entry, Auditing, Microsoft Excel, Journal Entries, Microsoft Office, Payments, Fax, Outlook, Expense Reports, Spreadsheets, Financial Statements, Customer Service, Financial Reporting, Microsoft Word, Accounting, Lotus Notes, Payroll
Education
Lone Star College System 2012 — 2015
Associate of Arts (AA), Accounting, General Studies
Houston Community College 2005 — 2008
Accounting, General Studies
University of Maryland University College 1993 — 1996
General Studies
Shalomi Abraham's Invesco Experience February 2009 - Present
Job Senior Legal Counsel, Invesco
Industry Law Practice
Experience
Invesco February 2009 - Present
Davies Ward Phillips & Vineberg LLP 2007 - 2009
Skills
Securities Regulation, Securities, Corporate Law, Legal Advice, Corporate Governance, Mergers, Private Equity, Due Diligence, Mergers & Acquisitions, Intellectual Property, Joint Ventures, Venture Capital, Hedge Funds, Investment Management, Mutual Funds, Investments, Capital Markets
Education
University of Toronto - Faculty of Law 2009 — 2011
LLM, Securities Regulation
York University - Osgoode Hall Law School 2003 — 2006
JD
York University - Schulich School of Business 1999 — 2003
Bachelor of Business Administration (Hon.)
Lancaster University 2001 — 2002
Invesco February 2009 - Present
Davies Ward Phillips & Vineberg LLP 2007 - 2009
Skills
Securities Regulation, Securities, Corporate Law, Legal Advice, Corporate Governance, Mergers, Private Equity, Due Diligence, Mergers & Acquisitions, Intellectual Property, Joint Ventures, Venture Capital, Hedge Funds, Investment Management, Mutual Funds, Investments, Capital Markets
Education
University of Toronto - Faculty of Law 2009 — 2011
LLM, Securities Regulation
York University - Osgoode Hall Law School 2003 — 2006
JD
York University - Schulich School of Business 1999 — 2003
Bachelor of Business Administration (Hon.)
Lancaster University 2001 — 2002
Diego Castiblanco Diego Castiblanco's Invesco Experience June 2011 - October 2012
Job President at Castial Consulting
Industry Accounting
Experience
CASTIAL CONSULTING INC October 2012 - Present
Invesco June 2011 - October 2012
KPMG US May 2008 - July 2008
SERVICE UNLIMITED INC January 2005 - October 2006
Skills
Accounting, Tax Research, Financial Reporting, Financial Analysis, GAAP, CPA, Financial Accounting, Tax, US GAAP, Tax Preparation, Auditing, Tax Accounting, SEC filings, Strategic Financial..., Financial Planning, Tax Returns
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting & Managerial Sciences, 3.52
CASTIAL CONSULTING INC October 2012 - Present
Invesco June 2011 - October 2012
KPMG US May 2008 - July 2008
SERVICE UNLIMITED INC January 2005 - October 2006
Skills
Accounting, Tax Research, Financial Reporting, Financial Analysis, GAAP, CPA, Financial Accounting, Tax, US GAAP, Tax Preparation, Auditing, Tax Accounting, SEC filings, Strategic Financial..., Financial Planning, Tax Returns
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting & Managerial Sciences, 3.52
Stephen Kaszynski Stephen Kaszynski's Invesco Experience August 1997 - October 2000
Job Director, President and CEO at Homestead Funds
Industry Financial Services
Experience
Homestead Funds January 2015 - Present
Eaton Vance September 2008 - May 2014
Credit Suisse Asset Management January 2004 - January 2007
D.A. Capital Management, LLC January 2001 - January 2004
Invesco August 1997 - October 2000
Invesco Management & Research January 1988 - August 1997
Gardner & Preston Moss, Inc. September 1982 - January 1988
Skills
Equities, Portfolio Management, Investment Strategies, Hedge Funds, Alternative Investments, Equity Research, Mutual Funds, Investments, Equity Valuation, Asset Managment, Asset Allocation, ETFs, Asset Management, Fund Of Funds, Fixed Income, Bloomberg, Valuation, Investment Management, Derivatives
Education
The University of Chicago - Booth School of Business 1977 — 1980
MBA, Finance
Knox College 1972 — 1976
BA, Honors, Economics
Homestead Funds January 2015 - Present
Eaton Vance September 2008 - May 2014
Credit Suisse Asset Management January 2004 - January 2007
D.A. Capital Management, LLC January 2001 - January 2004
Invesco August 1997 - October 2000
Invesco Management & Research January 1988 - August 1997
Gardner & Preston Moss, Inc. September 1982 - January 1988
Skills
Equities, Portfolio Management, Investment Strategies, Hedge Funds, Alternative Investments, Equity Research, Mutual Funds, Investments, Equity Valuation, Asset Managment, Asset Allocation, ETFs, Asset Management, Fund Of Funds, Fixed Income, Bloomberg, Valuation, Investment Management, Derivatives
Education
The University of Chicago - Booth School of Business 1977 — 1980
MBA, Finance
Knox College 1972 — 1976
BA, Honors, Economics
Matt Mulcahy Matt Mulcahy's Invesco Experience June 2013 - Present
Job Invesco Real Estate
Industry Financial Services
Experience
Invesco June 2013 - Present
KPMG January 2010 - May 2013
KPMG June 2009 - August 2009
M&I Bank November 2007 - April 2009
Skills
GAAP, Auditing, CPA, Investments, Financial Reporting
Education
Marquette University 2007 — 2009
BS, Accounting & Finance
Saint Anselm College 2005 — 2007
Accounting
Marquette University High School 2001 — 2005
Invesco June 2013 - Present
KPMG January 2010 - May 2013
KPMG June 2009 - August 2009
M&I Bank November 2007 - April 2009
Skills
GAAP, Auditing, CPA, Investments, Financial Reporting
Education
Marquette University 2007 — 2009
BS, Accounting & Finance
Saint Anselm College 2005 — 2007
Accounting
Marquette University High School 2001 — 2005
Bridgett Phillips's Invesco Experience October 2006 - Present
Job Executive Assistant
Industry Financial Services
Experience
INVESCO October 2006 - Present
Hyatt Regency Suites Atlanta March 2005 - October 2006
Randstad January 2003 - March 2005
Skills
Event Planning, Event Management, PowerPoint, Outlook, Microsoft Word, Employee Relations, Customer Service, Administrative..., Microsoft Excel, Microsoft Office, Social Media, Leadership Development, Time Management
Education
Howard University 1987 — 1991
BBA, Hospitality Management
INVESCO October 2006 - Present
Hyatt Regency Suites Atlanta March 2005 - October 2006
Randstad January 2003 - March 2005
Skills
Event Planning, Event Management, PowerPoint, Outlook, Microsoft Word, Employee Relations, Customer Service, Administrative..., Microsoft Excel, Microsoft Office, Social Media, Leadership Development, Time Management
Education
Howard University 1987 — 1991
BBA, Hospitality Management
David Stuyck's Invesco Experience September 1993 - August 1995
Job Vice President at Tanglewood Legacy Advisors
Industry Financial Services
Experience
Tanglewood Legacy Advisors, LLC February 2011 - Present
Bainbridge Financial Services May 2005 - February 2011
Merrill Lynch December 2001 - May 2005
Network International October 1999 - December 2001
Weatherford August 1997 - October 1999
Invesco September 1993 - August 1995
Skills
Retirement Planning, Wealth Management, Asset Management, Investments, Strategic Financial..., Series 7, Fixed Income, Banking, Estate Planning, Research, Equities, Capital Markets
Education
Rice University - Jesse H. Jones Graduate School of Management 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1989 — 1993
Bachelor of Arts (B.A.), Economics
Tanglewood Legacy Advisors, LLC February 2011 - Present
Bainbridge Financial Services May 2005 - February 2011
Merrill Lynch December 2001 - May 2005
Network International October 1999 - December 2001
Weatherford August 1997 - October 1999
Invesco September 1993 - August 1995
Skills
Retirement Planning, Wealth Management, Asset Management, Investments, Strategic Financial..., Series 7, Fixed Income, Banking, Estate Planning, Research, Equities, Capital Markets
Education
Rice University - Jesse H. Jones Graduate School of Management 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1989 — 1993
Bachelor of Arts (B.A.), Economics
Ronald Bryan, CPA's Invesco Experience January 2011 - August 2015
Job Senior Tax Associate at Alvarez & Marsal
Industry Accounting
Experience
Alvarez & Marsal August 2015 - Present
Invesco January 2011 - August 2015
KPMG January 2008 - November 2010
John H. Harland September 2005 - August 2007
Skills
Corporate Tax, Tax Returns, Tax Accounting, Financial Analysis, Financial Variance..., Accounting, Business Analysis, Research, Relationship Management, Microsoft Excel, Microsoft Office, Spanish, Tax, Financial Reporting, Fixed Assets, Auditing, Analysis
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2008
BBA, Accounting
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
BBA, Economics
Alvarez & Marsal August 2015 - Present
Invesco January 2011 - August 2015
KPMG January 2008 - November 2010
John H. Harland September 2005 - August 2007
Skills
Corporate Tax, Tax Returns, Tax Accounting, Financial Analysis, Financial Variance..., Accounting, Business Analysis, Research, Relationship Management, Microsoft Excel, Microsoft Office, Spanish, Tax, Financial Reporting, Fixed Assets, Auditing, Analysis
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2008
BBA, Accounting
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
BBA, Economics
Michael Dressler's Invesco Experience November 2012 - Present
Job Manager, Desktop Services at Invesco Ltd.
Industry Investment Management
Experience
Invesco November 2012 - Present
Invesco Ltd. April 2010 - November 2012
JetBlue Airways April 2007 - April 2010
JetBlue Airways May 2005 - April 2007
Ipsos-NA 2002 - 2005
The NPD Group, Inc. 1997 - 2002
Skills
Software Documentation, ITIL, SharePoint, Active Directory, Windows Server, Process Improvement, Project Management, Windows 7, XP, Microsoft Exchange, Management, Cisco Technologies, Customer Service, Databases, Disaster Recovery, Information Technology, Technical Support, VPN, Vendor Management, Windows XP
Education
Briarcliff College 1999 — 1999
MCSE, Microsoft MCSE Courses
Hofstra University 1995 — 1997
BBA, Management
Nassau Community College 1992 — 1994
AA, Liberal Arts and Sciences
Invesco November 2012 - Present
Invesco Ltd. April 2010 - November 2012
JetBlue Airways April 2007 - April 2010
JetBlue Airways May 2005 - April 2007
Ipsos-NA 2002 - 2005
The NPD Group, Inc. 1997 - 2002
Skills
Software Documentation, ITIL, SharePoint, Active Directory, Windows Server, Process Improvement, Project Management, Windows 7, XP, Microsoft Exchange, Management, Cisco Technologies, Customer Service, Databases, Disaster Recovery, Information Technology, Technical Support, VPN, Vendor Management, Windows XP
Education
Briarcliff College 1999 — 1999
MCSE, Microsoft MCSE Courses
Hofstra University 1995 — 1997
BBA, Management
Nassau Community College 1992 — 1994
AA, Liberal Arts and Sciences
Leonard Carabelos's Invesco Experience 1999 - 2003
Job Technical Analyst
Industry Computer Software
Experience
StoneRiver May 2004 - Present
INVESCO 1999 - 2003
EDS 1989 - 1999
Skills
PL/SQL, Cross-functional Team..., Business Requirements, SDLC, Agile Methodologies, Software Project..., Visio, Software Development, Requirements Analysis, Integration, Testing, Business Analysis, Requirements Gathering, SQL
Education
Metropolitan State College of Denver 1981 — 1986
Bachelor of Arts (B.A.), Music Performance, Trumpet
StoneRiver May 2004 - Present
INVESCO 1999 - 2003
EDS 1989 - 1999
Skills
PL/SQL, Cross-functional Team..., Business Requirements, SDLC, Agile Methodologies, Software Project..., Visio, Software Development, Requirements Analysis, Integration, Testing, Business Analysis, Requirements Gathering, SQL
Education
Metropolitan State College of Denver 1981 — 1986
Bachelor of Arts (B.A.), Music Performance, Trumpet
Lance Hill's Invesco Experience August 2012 - August 2014
Job Regional Vice President Transamerica Financial Services
Industry Investment Management
Experience
Transamerica September 2014 - Present
Invesco August 2012 - August 2014
Edward Jones Investments February 2008 - July 2012
Skills
Investments, Series 7, Sales, AAMS, Mutual Funds, Bonds, Tax Free Income, Unit Investment Trusts, Securities, Asset Allocation, Finance, Financial Services, Portfolio Management, Retirement
Education
Louisiana State University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Louisiana Tech University 2003 — 2006
Transamerica September 2014 - Present
Invesco August 2012 - August 2014
Edward Jones Investments February 2008 - July 2012
Skills
Investments, Series 7, Sales, AAMS, Mutual Funds, Bonds, Tax Free Income, Unit Investment Trusts, Securities, Asset Allocation, Finance, Financial Services, Portfolio Management, Retirement
Education
Louisiana State University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Louisiana Tech University 2003 — 2006
LeAnn Bickel's Invesco Experience June 1985 - Present
Job Stable Value Client Service Manager at Invesco
Industry Investment Management
Experience
INVESCO June 1985 - Present
Invesco June 1985 - Present
Education
Indiana University Bloomington 1982 — 1987
Bachelor of Science, Business, Accounting Distinction
INVESCO June 1985 - Present
Invesco June 1985 - Present
Education
Indiana University Bloomington 1982 — 1987
Bachelor of Science, Business, Accounting Distinction
Lori Radford's Invesco Experience June 1999 - Present
Job Portfolio Manager at INVESCO Institutional
Industry Investment Management
Experience
INVESCO June 1999 - Present
Stephens & Lawson 1997 - 1999
UPS 1993 - 1999
Skills
Asset Managment, Fixed Income, Investment Strategies, Asset Management, Portfolio Management, Asset Allocation, Investments, Bloomberg, Investment Management, Mutual Funds, Bonds, Trading, Financial Modeling, Securities
Education
Indiana University-Southeast 2004 — 2009
MBA, Business, Finance
Spalding University 1993 — 1996
BA in Mathematics, Math
Lindsey Wilson College 1991 — 1993
INVESCO June 1999 - Present
Stephens & Lawson 1997 - 1999
UPS 1993 - 1999
Skills
Asset Managment, Fixed Income, Investment Strategies, Asset Management, Portfolio Management, Asset Allocation, Investments, Bloomberg, Investment Management, Mutual Funds, Bonds, Trading, Financial Modeling, Securities
Education
Indiana University-Southeast 2004 — 2009
MBA, Business, Finance
Spalding University 1993 — 1996
BA in Mathematics, Math
Lindsey Wilson College 1991 — 1993
Ray Uy CFA's Invesco Experience October 2012 - Present
Job Senior Portfolio Manager
Industry Investment Management
Experience
Invesco October 2012 - Present
HIMCO July 2004 - August 2012
Mackay Shields LLC March 1998 - July 2004
Fiduciary Trust Co Intl November 1993 - March 1998
Skills
Investments, Fixed Income, Asset Managment, Portfolio Management, Trading, Bloomberg, Asset Allocation, Equities, Derivatives, Bonds, Alternative Investments, Investment Strategies, Hedge Funds, Mutual Funds, Risk Management
Education
Hofstra University 1989 — 1993
BBA, Banking and Finance
Invesco October 2012 - Present
HIMCO July 2004 - August 2012
Mackay Shields LLC March 1998 - July 2004
Fiduciary Trust Co Intl November 1993 - March 1998
Skills
Investments, Fixed Income, Asset Managment, Portfolio Management, Trading, Bloomberg, Asset Allocation, Equities, Derivatives, Bonds, Alternative Investments, Investment Strategies, Hedge Funds, Mutual Funds, Risk Management
Education
Hofstra University 1989 — 1993
BBA, Banking and Finance
Nikki Yeakel's Invesco Experience April 2000 - Present
Job Client Administration Specialist Invesco Aim / Correspondence Division
Industry Financial Services
Experience
Invesco April 2000 - Present
American Funds 1999 - 2000
Education
Indiana University Bloomington 1986 — 1990
Invesco April 2000 - Present
American Funds 1999 - 2000
Education
Indiana University Bloomington 1986 — 1990
Laura Dougherty's Invesco Experience 2006 - 2010
Job Senior Internal Wholesaler at Invesco AIM
Industry Financial Services
Experience
Invesco Aim March 2006 - May 2010
INVESCO 2006 - 2010
Legg Mason/Citigroup Asset Management September 2003 - March 2006
RBC Dain Rauscher September 2001 - September 2003
Education
James Madison University 1997 — 2001
Bachelor Business Administration, Finance
Yorktown High School
Invesco Aim March 2006 - May 2010
INVESCO 2006 - 2010
Legg Mason/Citigroup Asset Management September 2003 - March 2006
RBC Dain Rauscher September 2001 - September 2003
Education
James Madison University 1997 — 2001
Bachelor Business Administration, Finance
Yorktown High School
Thomas Bourg's Invesco Experience June 2004 - Present
Job Regional Vice President at Invesco, Ltd.
Industry Financial Services
Experience
Invesco June 2004 - Present
Skills
Wealth Management, Series 65, Series 7, Series 63, Series 6, Separately Managed..., Securities, Sales Management, Mutual Funds, Investments, Investment Strategies, Asset Management, ETFs, Asset Allocation, Alternative Investments, 401k, FINRA, Investment Management, IRAs, Retirement Planning, Unit Investment Trusts, Bonds, Wealth Management..., Roth IRA, Financial Services, Qualified Retirement..., Fund Of Funds, Municipal Bonds, Strategic Financial..., Investor Relations, 529 Plans, Managing Accounts, Closed-end Funds
Education
Illinois State University 1998 — 2001
Bachelor's degree, Finance, General
Invesco June 2004 - Present
Skills
Wealth Management, Series 65, Series 7, Series 63, Series 6, Separately Managed..., Securities, Sales Management, Mutual Funds, Investments, Investment Strategies, Asset Management, ETFs, Asset Allocation, Alternative Investments, 401k, FINRA, Investment Management, IRAs, Retirement Planning, Unit Investment Trusts, Bonds, Wealth Management..., Roth IRA, Financial Services, Qualified Retirement..., Fund Of Funds, Municipal Bonds, Strategic Financial..., Investor Relations, 529 Plans, Managing Accounts, Closed-end Funds
Education
Illinois State University 1998 — 2001
Bachelor's degree, Finance, General
Jason Haddock's Invesco Experience October 2000 - October 2003
Job Asset Forfeiture Specialist at IRS Criminal Investigation
Industry Government Administration
Experience
IRS Criminal Investigation October 2011 - Present
Large Financial Services Company March 2004 - October 2011
INVESCO October 2000 - October 2003
Invesco Funds Group 2000 - 2003
Skills
Mutual Funds, Securities, Accounting, Sarbanes-Oxley Act, Business Analysis, Microsoft Excel, Fund Accounting, Project Management, Customer Service, Bloomberg, Bloomberg Terminal, Corporate Actions, Account Reconciliation
Education
Metropolitan State College of Denver 1997 — 2001
IRS Criminal Investigation October 2011 - Present
Large Financial Services Company March 2004 - October 2011
INVESCO October 2000 - October 2003
Invesco Funds Group 2000 - 2003
Skills
Mutual Funds, Securities, Accounting, Sarbanes-Oxley Act, Business Analysis, Microsoft Excel, Fund Accounting, Project Management, Customer Service, Bloomberg, Bloomberg Terminal, Corporate Actions, Account Reconciliation
Education
Metropolitan State College of Denver 1997 — 2001
Aliza Candelario's Invesco Experience July 2012 - Present
Job Sr. Business Analyst/ Project Manager at Invesco
Industry Investment Management
Experience
Invesco July 2012 - Present
Skills
Back Office, Business Analysis, Capital Markets, Derivatives, Equities, Fixed Income, Integration, Investment Banking, Project Management, Testing, Securities, Financial Services, Risk Management
Education
Houston Baptist University - College of Business and Economics 2002 — 2005
Invesco July 2012 - Present
Skills
Back Office, Business Analysis, Capital Markets, Derivatives, Equities, Fixed Income, Integration, Investment Banking, Project Management, Testing, Securities, Financial Services, Risk Management
Education
Houston Baptist University - College of Business and Economics 2002 — 2005
Graeme Trenerry's Invesco Experience May 2007 - June 2010
Job Operations Finance Manager Enterprise Stress Analytics at SunTrust Bank
Industry Accounting
Experience
SunTrust Bank January 2014 - Present
J Curve Inc December 2010 - January 2014
Invesco May 2007 - June 2010
Sodexo February 2002 - May 2007
Sara Lee January 2000 - February 2002
BellSouth 1996 - 2000
Basic American Medical 1990 - 1995
Inn at the Market 1989 - 1990
Skills
CMT Level III, Oracle Essbase 11.1.2...
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2003
MBA, Finance
University of Southern Queensland 1983 — 1987
BA, Accounting
SunTrust Bank January 2014 - Present
J Curve Inc December 2010 - January 2014
Invesco May 2007 - June 2010
Sodexo February 2002 - May 2007
Sara Lee January 2000 - February 2002
BellSouth 1996 - 2000
Basic American Medical 1990 - 1995
Inn at the Market 1989 - 1990
Skills
CMT Level III, Oracle Essbase 11.1.2...
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2003
MBA, Finance
University of Southern Queensland 1983 — 1987
BA, Accounting
Sam Ronlund's Invesco Experience 2007 - 2010
Job Regional Vice President RS Investments
Industry Investment Management
Experience
RS Investments April 2015 - Present
Calamos Investments 2010 - 2015
Invesco 2007 - 2010
ADP 2004 - 2006
Charles Schwab 1997 - 2003
Skills
Financial Advisory, Fixed Income, Hedge Funds, Separately Managed..., IRAs, Insurance, Portfolio Management, Defined Benefit, Securities, FINRA, Equities, Capital Markets, Defined Contribution, Investment Strategies, Financial Services, Relationship Management, New Business Development, Sales Management, Trading, Bonds
Education
Hamline University 1994 — 1996
Bachelor of Arts (B.A.), Business Management
RS Investments April 2015 - Present
Calamos Investments 2010 - 2015
Invesco 2007 - 2010
ADP 2004 - 2006
Charles Schwab 1997 - 2003
Skills
Financial Advisory, Fixed Income, Hedge Funds, Separately Managed..., IRAs, Insurance, Portfolio Management, Defined Benefit, Securities, FINRA, Equities, Capital Markets, Defined Contribution, Investment Strategies, Financial Services, Relationship Management, New Business Development, Sales Management, Trading, Bonds
Education
Hamline University 1994 — 1996
Bachelor of Arts (B.A.), Business Management
Terry Irrgang, CFA's Invesco Experience 1991 - 2002
Job Principal & Portfolio Manager at Equity Investment Corporation
Industry Investment Management
Experience
Equity Investment Corporation April 2003 - Present
Invesco Capital Management 1991 - 2003
INVESCO 1991 - 2002
Education
Temple University 1979 — 1981
MBA, Finance
Gettysburg College 1975 — 1979
Bachelor of Arts (B.A.), History
Downingtown High School 1972 — 1975
Equity Investment Corporation April 2003 - Present
Invesco Capital Management 1991 - 2003
INVESCO 1991 - 2002
Education
Temple University 1979 — 1981
MBA, Finance
Gettysburg College 1975 — 1979
Bachelor of Arts (B.A.), History
Downingtown High School 1972 — 1975
Kevin Ragland's Invesco Experience 2001 - 2006
Job Equity Research Analyst at Waycross Partners
Industry Investment Management
Experience
Waycross Partners March 2011 - Present
CFA Society of Louisville 2008 - Present
IUS 2005 - Present
AEGON June 2006 - March 2011
INVESCO 2001 - 2006
Skills
Financial Analysis, Securities Analysis, Fixed Income, Financial Research, Structured Products, Investments, Investment Management, Portfolio Management, Asset Managment, Financial Modeling, Bloomberg, Equities, Mutual Funds, Strategic Financial..., Asset Allocation, Risk Management, Wealth Management, Asset Management, Youth Mentoring, University Teaching, Securities
Education
Indiana University-Southeast 1998 — 2005
MBA, MBA and Bachelors of Finance
Waycross Partners March 2011 - Present
CFA Society of Louisville 2008 - Present
IUS 2005 - Present
AEGON June 2006 - March 2011
INVESCO 2001 - 2006
Skills
Financial Analysis, Securities Analysis, Fixed Income, Financial Research, Structured Products, Investments, Investment Management, Portfolio Management, Asset Managment, Financial Modeling, Bloomberg, Equities, Mutual Funds, Strategic Financial..., Asset Allocation, Risk Management, Wealth Management, Asset Management, Youth Mentoring, University Teaching, Securities
Education
Indiana University-Southeast 1998 — 2005
MBA, MBA and Bachelors of Finance
Aaron Uhde, CFA's Invesco Experience July 2007 - November 2009
Job Chief Administrative Officer, Invesco Fixed Income at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. November 2009 - Present
Invesco July 2007 - November 2009
Invesco Ltd. December 2005 - July 2007
Invesco Ltd. December 2002 - December 2005
Invesco Ltd. November 2000 - November 2002
Invesco Ltd. April 1999 - November 2000
Invesco Ltd. March 1998 - July 1998
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MBA, Finance
University of Iowa 1991 — 1994
BA
Invesco Ltd. November 2009 - Present
Invesco July 2007 - November 2009
Invesco Ltd. December 2005 - July 2007
Invesco Ltd. December 2002 - December 2005
Invesco Ltd. November 2000 - November 2002
Invesco Ltd. April 1999 - November 2000
Invesco Ltd. March 1998 - July 1998
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MBA, Finance
University of Iowa 1991 — 1994
BA
Lynelle Kussie's Invesco Experience 2000 - 2003
Job Manager Recruiting at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2006 - Present
Invesco Aim 2000 - 2005
INVESCO 2000 - 2003
Skills
Mutual Funds, Talent Acquisition, Financial Services, Onboarding, Performance Management, Recruiting, Talent Management, Coaching, Relationship Management, 401k, Process Improvement, Series 7, Human Resources, Succession Planning, Workforce Planning, Employee Engagement, Vendor Management, Temporary Placement
Education
Houston Community College
OppenheimerFunds January 2006 - Present
Invesco Aim 2000 - 2005
INVESCO 2000 - 2003
Skills
Mutual Funds, Talent Acquisition, Financial Services, Onboarding, Performance Management, Recruiting, Talent Management, Coaching, Relationship Management, 401k, Process Improvement, Series 7, Human Resources, Succession Planning, Workforce Planning, Employee Engagement, Vendor Management, Temporary Placement
Education
Houston Community College
Cynthia Smith's Invesco Experience June 2010 - 2013
Job Manager, Portfolio Support at Invesco US
Industry Financial Services
Experience
Invesco US September 1995 - Present
Invesco June 2010 - 2013
Van Kampen Investments September 2008 - June 2010
Van Kampen Investments January 2006 - September 2008
Skills
Mutual Funds, Portfolio Management, Investments, Asset Allocation, Securities, Business Process..., Banking, Financial Risk, Program Management, Mergers & Acquisitions, Management, Equities, Fixed Income, Asset Management, Risk Management, Process Improvement, Series 63, Alternative Investments, Project Management, Financial Analysis
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
LeTourneau University 1999 — 2001
Bachelor's, Business Administration
Invesco US September 1995 - Present
Invesco June 2010 - 2013
Van Kampen Investments September 2008 - June 2010
Van Kampen Investments January 2006 - September 2008
Skills
Mutual Funds, Portfolio Management, Investments, Asset Allocation, Securities, Business Process..., Banking, Financial Risk, Program Management, Mergers & Acquisitions, Management, Equities, Fixed Income, Asset Management, Risk Management, Process Improvement, Series 63, Alternative Investments, Project Management, Financial Analysis
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
LeTourneau University 1999 — 2001
Bachelor's, Business Administration
Royce Buller's Invesco Experience July 2000 - September 2003
Job Sr Manager of Consolidation Solutions at Walmart
Industry Information Technology and Services
Experience
Walmart November 2008 - May 2014
Merial August 2006 - July 2008
AMVESCAP October 2003 - August 2006
INVESCO July 2000 - September 2003
Mennonite Mutual Aid, Inc. March 1991 - June 2000
Columbia Savings & Loan August 1989 - February 1991
Maxicare September 1986 - November 1988
Education
Indiana University South Bend 1998 — 2002
MBA, Business
Goshen College 1979 — 1983
BA, Business Administration
Walmart November 2008 - May 2014
Merial August 2006 - July 2008
AMVESCAP October 2003 - August 2006
INVESCO July 2000 - September 2003
Mennonite Mutual Aid, Inc. March 1991 - June 2000
Columbia Savings & Loan August 1989 - February 1991
Maxicare September 1986 - November 1988
Education
Indiana University South Bend 1998 — 2002
MBA, Business
Goshen College 1979 — 1983
BA, Business Administration
Edward R. (Rocky) Wilkinson's Invesco Experience September 1997 - March 2002
Job Asset Management Industry Professional
Industry Investment Management
Experience
Goldman Sachs Asset Management April 2002 - June 2015
Invesco September 1997 - March 2002
LIUNA - Laborers' International Union of North America September 1991 - September 1997
Air Line Pilots Association July 1985 - September 1991
Skills
Series 7, Investments, Series 63, Series 24, Institutional, Institutional..., Mutual Funds, Investment Strategies, Asset Management, Asset Managment, Securities, Equities, Investment Management, Portfolio Management
Education
Jacksonville State University 1980 — 1985
BS, Personnel Management/Communications
Goldman Sachs Asset Management April 2002 - June 2015
Invesco September 1997 - March 2002
LIUNA - Laborers' International Union of North America September 1991 - September 1997
Air Line Pilots Association July 1985 - September 1991
Skills
Series 7, Investments, Series 63, Series 24, Institutional, Institutional..., Mutual Funds, Investment Strategies, Asset Management, Asset Managment, Securities, Equities, Investment Management, Portfolio Management
Education
Jacksonville State University 1980 — 1985
BS, Personnel Management/Communications
Nicholas Freund's Invesco Experience June 2004 - August 2004
Job Director and GM of New Platforms at BetterCloud, Inc
Industry Computer Software
Experience
BetterCloud October 2014 - Present
BetterCloud July 2013 - October 2014
Wheelz, Inc. June 2012 - August 2012
Tesla Motors May 2010 - July 2011
Tesla Motors July 2009 - June 2010
Tesla Motors January 2008 - June 2009
Summit Partners June 2006 - August 2006
INVESCO June 2004 - August 2004
Skills
Business Strategy, Financial Modeling, Product Development, Cross-functional Team..., Sales Process, Analytics, Product Management, Competitive Analysis, Finance, Start-ups, Sales Management, Leadership, Strategy, Project Management, Entrepreneurship
Education
Harvard Business School 2011 — 2013
MBA
Harvard University 2003 — 2007
BA, History and Literature
BetterCloud October 2014 - Present
BetterCloud July 2013 - October 2014
Wheelz, Inc. June 2012 - August 2012
Tesla Motors May 2010 - July 2011
Tesla Motors July 2009 - June 2010
Tesla Motors January 2008 - June 2009
Summit Partners June 2006 - August 2006
INVESCO June 2004 - August 2004
Skills
Business Strategy, Financial Modeling, Product Development, Cross-functional Team..., Sales Process, Analytics, Product Management, Competitive Analysis, Finance, Start-ups, Sales Management, Leadership, Strategy, Project Management, Entrepreneurship
Education
Harvard Business School 2011 — 2013
MBA
Harvard University 2003 — 2007
BA, History and Literature
Christopher Windham's Invesco Experience December 2012 - Present
Job Writer/Content Manager/Internal Communications Specialist
Industry Financial Services
Experience
Invesco December 2012 - Present
UBS Wealth Management April 2011 - August 2012
PIMCO December 2010 - March 2011
Human Nature magazine 2007 - 2011
JPMorgan Chase August 2005 - July 2009
The Wall Street Journal May 2003 - March 2005
Bureau of National Affairs (BNA) October 2002 - May 2003
The Washington Business Journal September 2002 - May 2003
Money Magazine May 2002 - August 2002
The Wall Street Journal May 2001 - September 2001
Skills
Copywriting, Internal Communications, Social Media, Web Content, Press Releases, Editing, Editorial, Newsletters
Education
Howard University
Journalism & Business Administration
Invesco December 2012 - Present
UBS Wealth Management April 2011 - August 2012
PIMCO December 2010 - March 2011
Human Nature magazine 2007 - 2011
JPMorgan Chase August 2005 - July 2009
The Wall Street Journal May 2003 - March 2005
Bureau of National Affairs (BNA) October 2002 - May 2003
The Washington Business Journal September 2002 - May 2003
Money Magazine May 2002 - August 2002
The Wall Street Journal May 2001 - September 2001
Skills
Copywriting, Internal Communications, Social Media, Web Content, Press Releases, Editing, Editorial, Newsletters
Education
Howard University
Journalism & Business Administration
Bryan Hicks's Invesco Experience August 2006 - August 2013
Job Engineering Development Manager at ZirMed
Industry Information Technology and Services
Experience
ZirMed September 2013 - Present
INVESCO August 2006 - August 2013
Ferguson Consulting May 2004 - August 2006
Ungerboeck Systems International August 2001 - May 2004
Selvage Custom Software September 1999 - May 2001
UPS May 1999 - August 1999
Skills
C#, Visual Studio, JavaScript, Microsoft SQL Server, ASP.NET, SQL, Software Development, Java, XSLT, ASP.NET MVC, jQuery, HTML, AJAX, WinForms, Informatica, Entity Framework, SSIS, NHibernate, Perl, NetBeans, Microsoft Excel, SDLC, TFS
Education
Indiana University Bloomington 2000 — 2001
Masters, Computer Science
Indiana University Bloomington 1996 — 2000
BS, Computer Science
ZirMed September 2013 - Present
INVESCO August 2006 - August 2013
Ferguson Consulting May 2004 - August 2006
Ungerboeck Systems International August 2001 - May 2004
Selvage Custom Software September 1999 - May 2001
UPS May 1999 - August 1999
Skills
C#, Visual Studio, JavaScript, Microsoft SQL Server, ASP.NET, SQL, Software Development, Java, XSLT, ASP.NET MVC, jQuery, HTML, AJAX, WinForms, Informatica, Entity Framework, SSIS, NHibernate, Perl, NetBeans, Microsoft Excel, SDLC, TFS
Education
Indiana University Bloomington 2000 — 2001
Masters, Computer Science
Indiana University Bloomington 1996 — 2000
BS, Computer Science
Tiffany Khatib's Invesco Experience May 2013 - Present
Job Sr. Manager Payroll Accounting & Systems at Invesco
Industry Insurance
Experience
Invesco May 2013 - Present
WellPoint July 2006 - May 2013
AMVESCAP September 1998 - July 2006
Skills
Essbase, Financial Analysis, Financial Reporting, Health Insurance, Insurance
Education
Kennesaw State University - Michael J. Coles College of Business 1999 — 2001
MBA, Finance
Georgia State University - J. Mack Robinson College of Business 1993 — 1996
BBA, Accounting
Invesco May 2013 - Present
WellPoint July 2006 - May 2013
AMVESCAP September 1998 - July 2006
Skills
Essbase, Financial Analysis, Financial Reporting, Health Insurance, Insurance
Education
Kennesaw State University - Michael J. Coles College of Business 1999 — 2001
MBA, Finance
Georgia State University - J. Mack Robinson College of Business 1993 — 1996
BBA, Accounting
Jenna Schonhoft, PHR's Invesco Experience May 2011 - Present
Job Human Resources at Borden Dairy Company
Industry Human Resources
Experience
Borden Dairy Company June 2015 - Present
Invesco May 2011 - Present
Portman Holdings March 2010 - August 2010
Skills
Employee Relations, Recruiting, Human Resources, Onboarding, HRIS, Sourcing
Education
Georgia State University - J. Mack Robinson College of Business
Masters, Human Resource Management
Indiana University Bloomington
Borden Dairy Company June 2015 - Present
Invesco May 2011 - Present
Portman Holdings March 2010 - August 2010
Skills
Employee Relations, Recruiting, Human Resources, Onboarding, HRIS, Sourcing
Education
Georgia State University - J. Mack Robinson College of Business
Masters, Human Resource Management
Indiana University Bloomington
Jake Borbidge's Invesco Experience April 2004 - Present
Job Head of Research for Invesco Solutions
Industry Investment Management
Experience
Invesco Advisers Solutions April 2014 - Present
INVESCO April 2004 - Present
ExxonMobil July 2002 - May 2004
Skills
Bloomberg, Financial Services, Equities, Investments, Microsoft Excel, Mutual Funds, Project Management
Education
University of Houston 2003 — 2005
MS, Finance
Lehigh University 1998 — 2002
BS, Mechanical Engineering
Lehigh University
Bachelor's of Science, Mechanical Engineering
University of Houston, Bauer College of Business
Master's of Science, Finance
Invesco Advisers Solutions April 2014 - Present
INVESCO April 2004 - Present
ExxonMobil July 2002 - May 2004
Skills
Bloomberg, Financial Services, Equities, Investments, Microsoft Excel, Mutual Funds, Project Management
Education
University of Houston 2003 — 2005
MS, Finance
Lehigh University 1998 — 2002
BS, Mechanical Engineering
Lehigh University
Bachelor's of Science, Mechanical Engineering
University of Houston, Bauer College of Business
Master's of Science, Finance
Nathan Woodard's Invesco Experience 2007 - 2008
Job Founder at Woodard Bookkeeping & Expense Management
Industry Accounting
Experience
Woodard Bookkeeping & Expense Management March 2011 - Present
Invesco 2007 - 2008
Primerica Financial Services 2005 - 2007
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2006
BBA, Finance
Woodard Bookkeeping & Expense Management March 2011 - Present
Invesco 2007 - 2008
Primerica Financial Services 2005 - 2007
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2006
BBA, Finance
Kelli Gallegos's Invesco Experience January 1993 - Present
Job Director Fund Financial Services at INVESCO
Industry Investment Management
Experience
INVESCO January 1993 - Present
Education
Harding University 1988 — 1992
BBA, Accounting
INVESCO January 1993 - Present
Education
Harding University 1988 — 1992
BBA, Accounting
Ben Thorne's Invesco Experience March 2000 - October 2004
Job Campus Security Officer at The Lovett School
Industry Financial Services
Experience
The Lovett School November 2012 - Present
Merrill Lynch June 2010 - October 2012
TriMac Inc March 2009 - April 2011
Wells Real Estate Funds August 2007 - November 2008
Community Commercial Services October 2004 - July 2006
INVESCO March 2000 - October 2004
Franklin Templeton Investments January 1997 - February 1998
Skills
Alternative Investments, Portfolio Management, Securities, Asset Managment, Investments, Strategic Financial..., Series 7, Mutual Funds, Financial Analysis, Series 63, Sales, Risk Management, Insurance, Marketing, 401k
Education
Indiana University - Kelley School of Business 1993 — 1997
BS, Marketing
Indiana University Bloomington 1993 — 1997
BS, Business
The Lovett School November 2012 - Present
Merrill Lynch June 2010 - October 2012
TriMac Inc March 2009 - April 2011
Wells Real Estate Funds August 2007 - November 2008
Community Commercial Services October 2004 - July 2006
INVESCO March 2000 - October 2004
Franklin Templeton Investments January 1997 - February 1998
Skills
Alternative Investments, Portfolio Management, Securities, Asset Managment, Investments, Strategic Financial..., Series 7, Mutual Funds, Financial Analysis, Series 63, Sales, Risk Management, Insurance, Marketing, 401k
Education
Indiana University - Kelley School of Business 1993 — 1997
BS, Marketing
Indiana University Bloomington 1993 — 1997
BS, Business
Kevin Andrus's Invesco Experience 1993 - 2004
Job Portfolio Manager of Energy Investments at GMT Capital
Industry Financial Services
Experience
DeeThree Exploration Ltd. July 2013 - Present
GMT Capital October 2011 - Present
Colorado Capital Advisors, LLC January 2006 - December 2011
The Boston Company 2005 - 2006
INVESCO Funds 1993 - 2004
Invesco Funds Group 1993 - 2004
INVESCO 1993 - 2004
INVESCO Funds Group / Aim Investments 1993 - 2004
Education
Metropolitan State University of Denver 1988 — 2002
BS, Finance
Regis University 1995 — 1997
MBA, Finance
DeeThree Exploration Ltd. July 2013 - Present
GMT Capital October 2011 - Present
Colorado Capital Advisors, LLC January 2006 - December 2011
The Boston Company 2005 - 2006
INVESCO Funds 1993 - 2004
Invesco Funds Group 1993 - 2004
INVESCO 1993 - 2004
INVESCO Funds Group / Aim Investments 1993 - 2004
Education
Metropolitan State University of Denver 1988 — 2002
BS, Finance
Regis University 1995 — 1997
MBA, Finance
Patrick Lewis's Invesco Experience February 2008 - March 2014
Job Chief Strategist at Enterprise Technology Research & Development
Industry Investment Management
Experience
ETR&D April 2014 - Present
INVESCO February 2008 - March 2014
DG Capital Management, LLC January 2006 - December 2007
Invesco August 2004 - September 2005
Carlson Capital, L.P. January 2002 - August 2004
Enron 1995 - 2001
First NBC Bank January 1993 - December 1994
Skills
Equity Research, Investments, Industry Analysis, Competitive Analysis, Hedge Funds, Private Equity, Portfolio Management, Strategy, Finance, Financial Analysis, Equities, Equity Valuation, Bloomberg, Mutual Funds, Valuation, Financial Modeling, Start-ups, Startup Development, Information Technology
Education
Louisiana State University 1991 — 1994
Bachelor's degree, Accounting and Finance
ETR&D April 2014 - Present
INVESCO February 2008 - March 2014
DG Capital Management, LLC January 2006 - December 2007
Invesco August 2004 - September 2005
Carlson Capital, L.P. January 2002 - August 2004
Enron 1995 - 2001
First NBC Bank January 1993 - December 1994
Skills
Equity Research, Investments, Industry Analysis, Competitive Analysis, Hedge Funds, Private Equity, Portfolio Management, Strategy, Finance, Financial Analysis, Equities, Equity Valuation, Bloomberg, Mutual Funds, Valuation, Financial Modeling, Start-ups, Startup Development, Information Technology
Education
Louisiana State University 1991 — 1994
Bachelor's degree, Accounting and Finance
David Halloran, CFA's Invesco Experience April 2000 - November 2002
Job Chief Portfolio Strategist at Greenwood Capital
Industry Investment Management
Experience
Greenwood Capital May 2009 - Present
Table Rock Asset Management, LLC. January 2007 - May 2009
Austin, Calvert & Flavin, Inc. October 2004 - March 2006
NCM Capital February 2003 - August 2004
INVESCO April 2000 - November 2002
SunTrust Investment Services 1987 - 1995
Skills
Investment Strategies, Equities, Asset Allocation, Portfolio Management, Investments, Bloomberg, ETFs, Investment Management, Alternative Investments, Fixed Income, Asset Managment, Equity Research
Education
Marymount University 1985 — 1987
MBA, Finance
Princeton University 1978 — 1982
ba, Economics
Greenwood Capital May 2009 - Present
Table Rock Asset Management, LLC. January 2007 - May 2009
Austin, Calvert & Flavin, Inc. October 2004 - March 2006
NCM Capital February 2003 - August 2004
INVESCO April 2000 - November 2002
SunTrust Investment Services 1987 - 1995
Skills
Investment Strategies, Equities, Asset Allocation, Portfolio Management, Investments, Bloomberg, ETFs, Investment Management, Alternative Investments, Fixed Income, Asset Managment, Equity Research
Education
Marymount University 1985 — 1987
MBA, Finance
Princeton University 1978 — 1982
ba, Economics
Brad Duin's Invesco Experience 2000 - 2003
Job Managing Director at DFLP LLC
Industry Financial Services
Experience
DFLP LLC February 2014 - Present
Equinox Fund Management February 2004 - Present
Invesco 2000 - 2003
Janus Capital Group 1995 - 2000
Skills
Mutual Funds, Series 7, Series 63, Series 24, Financial Services, ETFs, Hedge Funds, Asset Managment, Microsoft Excel, Alternative Investments, Investments, Asset Allocation, Process Improvement, Retirement Planning, Uniform Combined State..., 401k, Operations Management, Operational Excellence, Customer Service, Customer Support
Education
Luther College 1978 — 1982
Bachelor of Arts (B.A.), Physical Education, Health Teaching and Coaching, Biology minor
DFLP LLC February 2014 - Present
Equinox Fund Management February 2004 - Present
Invesco 2000 - 2003
Janus Capital Group 1995 - 2000
Skills
Mutual Funds, Series 7, Series 63, Series 24, Financial Services, ETFs, Hedge Funds, Asset Managment, Microsoft Excel, Alternative Investments, Investments, Asset Allocation, Process Improvement, Retirement Planning, Uniform Combined State..., 401k, Operations Management, Operational Excellence, Customer Service, Customer Support
Education
Luther College 1978 — 1982
Bachelor of Arts (B.A.), Physical Education, Health Teaching and Coaching, Biology minor
Monique Thacker's Invesco Experience 2002 - 2004
Job Chief Administrative Officer, Wealth Management US at HSBC Securities
Industry Financial Services
Experience
HSBC Securities January 2013 - Present
UBS October 2006 - January 2013
AXA May 2004 - October 2006
INVESCO 2002 - 2004
Ladenburg Thalmann 1999 - 2001
Skills
Fixed Income, Securities, Asset Managment, Financial Services, Investments, Alternative Investments, Portfolio Management
Education
Hofstra University
BA
Hofstra University
HSBC Securities January 2013 - Present
UBS October 2006 - January 2013
AXA May 2004 - October 2006
INVESCO 2002 - 2004
Ladenburg Thalmann 1999 - 2001
Skills
Fixed Income, Securities, Asset Managment, Financial Services, Investments, Alternative Investments, Portfolio Management
Education
Hofstra University
BA
Hofstra University
John Anzalone, CFA's Invesco Experience 2002 - Present
Job Senior Portfolio Manager, Head of Structured Securities Portfolio Management at Invesco
Industry Investment Management
Experience
Invesco Mortgage Capital June 2009 - Present
INVESCO 2002 - Present
Advantus 2000 - 2002
AgriBank 1994 - 2000
Skills
Portfolio Management, Fixed Income, MBS, Structured Products, Investment Management
Education
University of Rochester - Simon Business School 1990 — 1992
MBA, Finance
Hobart and William Smith Colleges 1982 — 1986
BA, Economics
Invesco Mortgage Capital June 2009 - Present
INVESCO 2002 - Present
Advantus 2000 - 2002
AgriBank 1994 - 2000
Skills
Portfolio Management, Fixed Income, MBS, Structured Products, Investment Management
Education
University of Rochester - Simon Business School 1990 — 1992
MBA, Finance
Hobart and William Smith Colleges 1982 — 1986
BA, Economics
Kevin Cronin, CFA's Invesco Experience 2007 - Present
Job Managing Director, Global Head of Trading, Invesco Ltd
Industry Financial Services
Experience
Invesco 2007 - Present
AIM Investments June 2002 - January 2007
AIM Investments March 1997 - June 2004
Skills
Equity Trading, Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
MBA, Finance, Accounting
Indiana University Bloomington 1983 — 1987
BA, Psychology, Economics
Invesco 2007 - Present
AIM Investments June 2002 - January 2007
AIM Investments March 1997 - June 2004
Skills
Equity Trading, Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
MBA, Finance, Accounting
Indiana University Bloomington 1983 — 1987
BA, Psychology, Economics
Peter Wietrak, CFA's Invesco Experience October 2013 - Present
Job Credit Research Analyst at Invesco
Industry Investment Management
Experience
Invesco October 2013 - Present
Homrich Berg May 2010 - October 2013
Fidelity Investments May 2007 - April 2010
Jacksonville University - Global Investment Group April 2006 - April 2007
Sea Star Line January 2006 - April 2007
Education
Jacksonville University 2003 — 2007
Bachelor of Business Administration, Finance & International Business
Invesco October 2013 - Present
Homrich Berg May 2010 - October 2013
Fidelity Investments May 2007 - April 2010
Jacksonville University - Global Investment Group April 2006 - April 2007
Sea Star Line January 2006 - April 2007
Education
Jacksonville University 2003 — 2007
Bachelor of Business Administration, Finance & International Business
Julie Breaux's Invesco Experience 1992 - 1999
Job Marketing Coordinator
Industry Marketing and Advertising
Experience
The Inevitable You February 2013 - Present
Ciber July 2013 - February 2014
Jackson National Life May 2011 - January 2013
Baby Breaux May 2001 - May 2011
Standard & Poor's 1999 - 2001
Invesco 1992 - 1999
Invesco 1992 - 1999
Skills
Series 7, Marketing Strategy, Social Media, New Business Development, Mutual Funds, Salesforce.com, Business Planning, Integrated Marketing, Advertising, Lead Generation, Sales Management, Relationship Management, Event Planning, Marketing Management, CRM, Social Media Marketing, Business Development, Online Marketing, Sales, Series 6, Microsoft Excel, Marketing Research, Customer Service, Product Marketing, Online Advertising, Competitive Analysis, Brand Development, Small Business, Direct Marketing, Market Research, Selling, B2B, Insurance, Project Management, Business Strategy, Social Networking, Marketing, Product Development, Sales Operations, Leadership, Investments, Sales Presentations, Marketing Communications, Series 63, Financial Services, Email Marketing, Strategic Planning, Sales Process, Account Management, Public Speaking
Education
Regis University 2012 — 2013
Master of Business Administration (MBA), Marketing
Rangeview High School 1985 — 1989
Metropolitan State University of Denver
BA, Psychology
The Inevitable You February 2013 - Present
Ciber July 2013 - February 2014
Jackson National Life May 2011 - January 2013
Baby Breaux May 2001 - May 2011
Standard & Poor's 1999 - 2001
Invesco 1992 - 1999
Invesco 1992 - 1999
Skills
Series 7, Marketing Strategy, Social Media, New Business Development, Mutual Funds, Salesforce.com, Business Planning, Integrated Marketing, Advertising, Lead Generation, Sales Management, Relationship Management, Event Planning, Marketing Management, CRM, Social Media Marketing, Business Development, Online Marketing, Sales, Series 6, Microsoft Excel, Marketing Research, Customer Service, Product Marketing, Online Advertising, Competitive Analysis, Brand Development, Small Business, Direct Marketing, Market Research, Selling, B2B, Insurance, Project Management, Business Strategy, Social Networking, Marketing, Product Development, Sales Operations, Leadership, Investments, Sales Presentations, Marketing Communications, Series 63, Financial Services, Email Marketing, Strategic Planning, Sales Process, Account Management, Public Speaking
Education
Regis University 2012 — 2013
Master of Business Administration (MBA), Marketing
Rangeview High School 1985 — 1989
Metropolitan State University of Denver
BA, Psychology
Kelsey Schmink's Invesco Experience April 2010 - July 2011
Job Internal Sales Consultant at Invesco
Industry Financial Services
Experience
JPMorgan Chase August 2011 - August 2012
Invesco April 2010 - July 2011
Calamos Investments March 2009 - April 2010
Calamos Investments November 2007 - March 2009
Nordstrom May 2007 - August 2007
Nordstrom May 2006 - August 2006
Education
Indiana University - Kelley School of Business 2003 — 2007
Minor, Business
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Apparel Merchandising
Frankton High School 1995 — 2003
JPMorgan Chase August 2011 - August 2012
Invesco April 2010 - July 2011
Calamos Investments March 2009 - April 2010
Calamos Investments November 2007 - March 2009
Nordstrom May 2007 - August 2007
Nordstrom May 2006 - August 2006
Education
Indiana University - Kelley School of Business 2003 — 2007
Minor, Business
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Apparel Merchandising
Frankton High School 1995 — 2003
Keith Ragland, CFA's Invesco Experience May 2011 - Present
Job Portfolio Manager at Invesco
Industry Investment Management
Experience
Invesco May 2011 - Present
Invesco Ltd. August 2005 - May 2011
Skills
Portfolio Management
Education
Indiana University-Southeast
MBA
Indiana University-Southeast 1998 — 2001
Bachelors of Business, Finance
Invesco May 2011 - Present
Invesco Ltd. August 2005 - May 2011
Skills
Portfolio Management
Education
Indiana University-Southeast
MBA
Indiana University-Southeast 1998 — 2001
Bachelors of Business, Finance
Martin Pelletier's Invesco Experience October 2007 - February 2013
Job Director of Sales at Arrow Capital Management Inc.
Industry Financial Services
Experience
Arrow Capital Management Inc. January 2014 - Present
Arrow Capital Management Inc. February 2013 - January 2014
Invesco October 2007 - February 2013
Invesco 2007 - 2009
Invesco Trimark November 2005 - October 2007
Cott Beverages March 2004 - November 2005
Skills
Investments, Mutual Funds, ETFs, Customer Relations, Customer Service, Relationship Development, Sales, Hedge Funds, Closed-end Funds, Alternatives, Bilingual, Alternative Investments, Investment Strategies, Finance, Financial Advisory, Convertible Bonds, Convertible Arbitrage, Alternative Assets, Private Equity
Education
Canadian Securities Institute 2009 — 2010
CSC, Financial Services
College Boreal 2000 — 2004
Diploma, Business Administration - Accounting
Laurentian University/Université Laurentienne
Arrow Capital Management Inc. January 2014 - Present
Arrow Capital Management Inc. February 2013 - January 2014
Invesco October 2007 - February 2013
Invesco 2007 - 2009
Invesco Trimark November 2005 - October 2007
Cott Beverages March 2004 - November 2005
Skills
Investments, Mutual Funds, ETFs, Customer Relations, Customer Service, Relationship Development, Sales, Hedge Funds, Closed-end Funds, Alternatives, Bilingual, Alternative Investments, Investment Strategies, Finance, Financial Advisory, Convertible Bonds, Convertible Arbitrage, Alternative Assets, Private Equity
Education
Canadian Securities Institute 2009 — 2010
CSC, Financial Services
College Boreal 2000 — 2004
Diploma, Business Administration - Accounting
Laurentian University/Université Laurentienne
Binta Barry's Invesco Experience May 2012 - May 2013
Job Corporate Accountant at Invesco
Industry Financial Services
Experience
Invesco May 2012 - May 2013
Georgia State University August 2011 - December 2012
Page Perry LLC July 2010 - November 2010
Morgan Keegan September 2009 - December 2009
Collège Jules Vallès (Creteil, France) October 2002 - May 2003
Skills
Multilingual, Economics, Spanish, Financial Reporting, Time Management, Teamwork, Accounting, Financial Analysis, French, International Business, English, QuickBooks, US GAAP, Investments, Wealth Management, Journal Entries, Account Reconciliation
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Master's degree, Accounting
Georgia State University (Atlanta, GA) 2008 — 2009
BBA, Finance/Accounting
Georgia Perimeter College (Atlanta, Georgia) 2006 — 2007
Associate of Science, Business Administration
Université Vincennes-Saint-Denis (Paris VIII) 2005 — 2005
Management
Mercer University (Macon & Atlanta, Georgia) 2004 — 2005
Certificate, ESL
Lycée Privé du Sacré Coeur (Amiens, France)
Sacré Coeur (Amiens, France), Serie Scientifique avec concentration en Math and Biologie
Léon Blum (Paris, France)
Baccalaureat en serie Scientifique, Concentration en Mathematique et Biologie
Invesco May 2012 - May 2013
Georgia State University August 2011 - December 2012
Page Perry LLC July 2010 - November 2010
Morgan Keegan September 2009 - December 2009
Collège Jules Vallès (Creteil, France) October 2002 - May 2003
Skills
Multilingual, Economics, Spanish, Financial Reporting, Time Management, Teamwork, Accounting, Financial Analysis, French, International Business, English, QuickBooks, US GAAP, Investments, Wealth Management, Journal Entries, Account Reconciliation
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Master's degree, Accounting
Georgia State University (Atlanta, GA) 2008 — 2009
BBA, Finance/Accounting
Georgia Perimeter College (Atlanta, Georgia) 2006 — 2007
Associate of Science, Business Administration
Université Vincennes-Saint-Denis (Paris VIII) 2005 — 2005
Management
Mercer University (Macon & Atlanta, Georgia) 2004 — 2005
Certificate, ESL
Lycée Privé du Sacré Coeur (Amiens, France)
Sacré Coeur (Amiens, France), Serie Scientifique avec concentration en Math and Biologie
Léon Blum (Paris, France)
Baccalaureat en serie Scientifique, Concentration en Mathematique et Biologie
Jeffrey So, CPA's Invesco Experience August 2013 - January 2015
Job Senior Business Intelligence Analyst at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. February 2015 - Present
Invesco August 2013 - January 2015
ING December 2010 - August 2013
ING September 2002 - December 2010
ING January 2000 - August 2002
Georgia-Pacific LLC January 1998 - January 2000
Skills
Hyperion Essbase, Microsoft SharePoint, Microsoft Excel, HFM, Internal Controls, Financial Modeling, Essbase, Hyperion Enterprise, Sarbanes-Oxley Act, SharePoint, Financial Analysis, Financial Reporting, US GAAP, Accounting, Insurance, PeopleSoft, Management, General Ledger, Variance Analysis, Consolidation, Finance, IFRS, SEC filings, Analysis, GAAP, Risk Management, Account Reconciliation, Corporate Finance, Process Improvement, Budgets, Financial Statements, Sarbanes-Oxley, CPA, External Audit, Financial Accounting, Internal Audit, Hyperion, SEC Filings, Auditing, Financial Planning, Forecasting, Investments, Financial Services
Education
Mercer University - Stetson School of Business and Economics 1994 — 1997
BBA, Accounting, Finance
Invesco Ltd. February 2015 - Present
Invesco August 2013 - January 2015
ING December 2010 - August 2013
ING September 2002 - December 2010
ING January 2000 - August 2002
Georgia-Pacific LLC January 1998 - January 2000
Skills
Hyperion Essbase, Microsoft SharePoint, Microsoft Excel, HFM, Internal Controls, Financial Modeling, Essbase, Hyperion Enterprise, Sarbanes-Oxley Act, SharePoint, Financial Analysis, Financial Reporting, US GAAP, Accounting, Insurance, PeopleSoft, Management, General Ledger, Variance Analysis, Consolidation, Finance, IFRS, SEC filings, Analysis, GAAP, Risk Management, Account Reconciliation, Corporate Finance, Process Improvement, Budgets, Financial Statements, Sarbanes-Oxley, CPA, External Audit, Financial Accounting, Internal Audit, Hyperion, SEC Filings, Auditing, Financial Planning, Forecasting, Investments, Financial Services
Education
Mercer University - Stetson School of Business and Economics 1994 — 1997
BBA, Accounting, Finance
Charles Gehring's Invesco Experience June 2012 - Present
Job Compliance Officer at Invesco
Industry Financial Services
Experience
Invesco June 2012 - Present
Legend Securities Inc. June 2011 - May 2012
JP Turner & Company, LLC 2003 - May 2011
RBC Capital Markets 1999 - 2002
JOH Options 1997 - 1999
Skills
Series 7, Securities, Series 63, Equities, Trading, Capital Markets, Equity Trading, Equity Derivatives, Series 4, Series 55, Operations, Compliance
Education
Kennesaw State University - Michael J. Coles College of Business
Master of Business Administration (MBA)
University of Iowa 1992 — 1996
Bachelor of Business Administration (B.B.A.)
The Blake School
Invesco June 2012 - Present
Legend Securities Inc. June 2011 - May 2012
JP Turner & Company, LLC 2003 - May 2011
RBC Capital Markets 1999 - 2002
JOH Options 1997 - 1999
Skills
Series 7, Securities, Series 63, Equities, Trading, Capital Markets, Equity Trading, Equity Derivatives, Series 4, Series 55, Operations, Compliance
Education
Kennesaw State University - Michael J. Coles College of Business
Master of Business Administration (MBA)
University of Iowa 1992 — 1996
Bachelor of Business Administration (B.B.A.)
The Blake School
Mohammad Farooqui's Invesco Experience February 1999 - June 2002
Job Solutions Architect/ Systems Engineer/Applications Support at NCR Corporation
Industry Computer Software
Experience
NCR Corporation December 2010 - Present
CCCi June 2010 - December 2010
Datascape January 1999 - June 2010
S1 Corporation December 2002 - April 2010
S1 Corporation 2002 - 2010
Invesco February 1999 - June 2002
S2 Systems August 1998 - February 1999
BUTLER TECHNOLOGY SOLUTIONS, INC July 1997 - August 1998
Skills
DHCP, Operating Systems, Servers, Unix, Windows, TCP/IP, Troubleshooting, Technical Support, Java, Microsoft SQL Server, SQL, Databases, JavaScript, DNS, Hardware, Network Administration, Networking
Education
Georgia State University 1996 — 1998
BBA, Computer Information Systems
CLAYTON STATE COLLEGE 1995 — 1998
Associate of Science, Computer Science
Georgia State University 1995 — 1998
Bachelor of Business Administration, Computer Information Systems
Clayton State University 1993 — 1994
Associates, Computer Science
NCR Corporation December 2010 - Present
CCCi June 2010 - December 2010
Datascape January 1999 - June 2010
S1 Corporation December 2002 - April 2010
S1 Corporation 2002 - 2010
Invesco February 1999 - June 2002
S2 Systems August 1998 - February 1999
BUTLER TECHNOLOGY SOLUTIONS, INC July 1997 - August 1998
Skills
DHCP, Operating Systems, Servers, Unix, Windows, TCP/IP, Troubleshooting, Technical Support, Java, Microsoft SQL Server, SQL, Databases, JavaScript, DNS, Hardware, Network Administration, Networking
Education
Georgia State University 1996 — 1998
BBA, Computer Information Systems
CLAYTON STATE COLLEGE 1995 — 1998
Associate of Science, Computer Science
Georgia State University 1995 — 1998
Bachelor of Business Administration, Computer Information Systems
Clayton State University 1993 — 1994
Associates, Computer Science
Ricardo Gonzales Jr's Invesco Experience February 2001 - November 2003
Job Sales and Marketing Director at Moreno Spirits LP
Industry Wine and Spirits
Experience
Rigid Global Buildings August 2014 - Present
Moreno Spirits LP July 2012 - Present
Houston ISD June 2010 - July 2012
Houston ISD December 2008 - June 2010
JP Morgan Chase Bank March 2006 - February 2008
JP Morgan Chase Bank June 2004 - March 2006
Invesco February 2001 - November 2003
Bank One November 1998 - January 2001
Greater TEXAS FCU June 1996 - November 1998
Skills
Customer Service, Cross Selling, Internal Audit, Training, Invoice Processing, Inventory Management, Communication Skills, Financial Reporting, Financial Analysis, Financial Services, Client Liaison, Manage Client..., Phone Etiquette, Loan Origination, Loan Servicing, Commercial Lending, Small Business Lending, Customer Service..., Problem Solving, Customer Advocacy, Product Marketing, Account Management, Sales Management, Microsoft Office, Accounts Receivable, Banking, Portfolio Management, Customer Retention, Invoicing
Education
University of Houston-Downtown 1992 — 1997
Accounting and Finance
Houston Community College 1993 — 1994
Charles H. Milby High School, Houston, Tx 1988 — 1992
Rigid Global Buildings August 2014 - Present
Moreno Spirits LP July 2012 - Present
Houston ISD June 2010 - July 2012
Houston ISD December 2008 - June 2010
JP Morgan Chase Bank March 2006 - February 2008
JP Morgan Chase Bank June 2004 - March 2006
Invesco February 2001 - November 2003
Bank One November 1998 - January 2001
Greater TEXAS FCU June 1996 - November 1998
Skills
Customer Service, Cross Selling, Internal Audit, Training, Invoice Processing, Inventory Management, Communication Skills, Financial Reporting, Financial Analysis, Financial Services, Client Liaison, Manage Client..., Phone Etiquette, Loan Origination, Loan Servicing, Commercial Lending, Small Business Lending, Customer Service..., Problem Solving, Customer Advocacy, Product Marketing, Account Management, Sales Management, Microsoft Office, Accounts Receivable, Banking, Portfolio Management, Customer Retention, Invoicing
Education
University of Houston-Downtown 1992 — 1997
Accounting and Finance
Houston Community College 1993 — 1994
Charles H. Milby High School, Houston, Tx 1988 — 1992
Anne Levy, CISA's Invesco Experience January 2010 - December 2011
Job Information Governance Manager at Novartis
Industry Medical Devices
Experience
Novartis March 2015 - Present
Invesco Ltd. January 2012 - Present
Invesco January 2010 - December 2011
AIM Investments February 2006 - December 2009
AIM investments January 2005 - February 2006
AIM Investments January 1998 - August 2000
MCI Corporation June 1989 - May 1996
Skills
Information Technology, Asset Managment, IT Risk Management, Identity Management, Database Monitoring, Asset Management, Sarbanes-Oxley Act, Governance, Internal Controls, Management, Analysis, Information Security, Risk Management, Business Analysis, Budgets, COBIT, IT Management, IT Audit, Enterprise Risk..., Integration, SDLC
Education
L.S.U.
Bachelor of Arts (B.A.), Journalism
Novartis March 2015 - Present
Invesco Ltd. January 2012 - Present
Invesco January 2010 - December 2011
AIM Investments February 2006 - December 2009
AIM investments January 2005 - February 2006
AIM Investments January 1998 - August 2000
MCI Corporation June 1989 - May 1996
Skills
Information Technology, Asset Managment, IT Risk Management, Identity Management, Database Monitoring, Asset Management, Sarbanes-Oxley Act, Governance, Internal Controls, Management, Analysis, Information Security, Risk Management, Business Analysis, Budgets, COBIT, IT Management, IT Audit, Enterprise Risk..., Integration, SDLC
Education
L.S.U.
Bachelor of Arts (B.A.), Journalism
Doug Kadison's Invesco Experience March 2013 - November 2014
Job Internal Advisor Consultant at Nuveen Investments
Industry Marketing and Advertising
Experience
Nuveen Investments November 2014 - Present
Invesco March 2013 - November 2014
Groupon May 2011 - March 2013
Groupon October 2009 - May 2011
Lawrence University September 2006 - May 2009
Oppenheimer & Co. June 2008 - September 2008
Skills
Social Media Marketing, Marketing Strategy, Social Media, Sales, Sales Management, Cold Calling, Salesforce.com, Negotiation, Contract Negotiation, Team Leadership, Advertising Sales, Team Management, Problem Solving, Team Building, Leadership, Advertising, Marketing, Start-ups, Social Networking, Selling, Sales Presentations, Lead Generation, Management, Online Advertising, Direct Sales, Online Marketing, Account Management, Sales Process, Sales Operations, Strategic Partnerships, Digital Marketing
Education
Lawrence University
Bachelor of Arts, History
Nuveen Investments November 2014 - Present
Invesco March 2013 - November 2014
Groupon May 2011 - March 2013
Groupon October 2009 - May 2011
Lawrence University September 2006 - May 2009
Oppenheimer & Co. June 2008 - September 2008
Skills
Social Media Marketing, Marketing Strategy, Social Media, Sales, Sales Management, Cold Calling, Salesforce.com, Negotiation, Contract Negotiation, Team Leadership, Advertising Sales, Team Management, Problem Solving, Team Building, Leadership, Advertising, Marketing, Start-ups, Social Networking, Selling, Sales Presentations, Lead Generation, Management, Online Advertising, Direct Sales, Online Marketing, Account Management, Sales Process, Sales Operations, Strategic Partnerships, Digital Marketing
Education
Lawrence University
Bachelor of Arts, History
Mark G. Roberts's Invesco Experience January 1995 - June 2011
Job Managing Director, Global Head of Research at RREEF
Industry Investment Management
Bill Hatzis's Invesco Experience October 2005 - October 2008
Job
Industry Investment Banking
Experience
Invesco October 2005 - October 2008
RBC January 2002 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook
Education
Laurentian University/Université Laurentienne 1980 — 1985
Bachelor of Commerce (BCom), Business/Commerce, General
Invesco October 2005 - October 2008
RBC January 2002 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook
Education
Laurentian University/Université Laurentienne 1980 — 1985
Bachelor of Commerce (BCom), Business/Commerce, General
Hugh Triplett's Invesco Experience June 2010 - Present
Job Senior Regional Vice President, Invesco
Industry Wholesale
Experience
Invesco June 2010 - Present
Morgan Stanley Investment Management April 1997 - June 2010
CBOE June 1996 - April 1997
Skills
Public Speaking, Territory..., Strategic Planning, Budgets, Financial Analysis, Investments, Risk Management, Strategic Financial..., Insurance, Business Planning, Financial Modeling, Strategy, Finance, Accounting, Process Improvement, Due Diligence, Analysis, Business Strategy, Business Development
Education
Illinois State University 1992 — 1996
Bachelor of Science (BS), Finance, General
Invesco June 2010 - Present
Morgan Stanley Investment Management April 1997 - June 2010
CBOE June 1996 - April 1997
Skills
Public Speaking, Territory..., Strategic Planning, Budgets, Financial Analysis, Investments, Risk Management, Strategic Financial..., Insurance, Business Planning, Financial Modeling, Strategy, Finance, Accounting, Process Improvement, Due Diligence, Analysis, Business Strategy, Business Development
Education
Illinois State University 1992 — 1996
Bachelor of Science (BS), Finance, General
CJ Flynn's Invesco Experience 1998 - 2004
Job Operations Manager for Securities at People's United Bank
Industry Banking
Experience
People's United Bank February 2009 - Present
Connections Community Support Programs, Inc. 2005 - 2010
Future Planning Associates, Inc. July 2008 - February 2009
Gifford Medical Center July 2004 - July 2008
National Life July 2003 - July 2004
Northern Trust 1999 - 2004
INVESCO 1998 - 2004
Skills
Customer Service, Payroll, Employee Relations, Strategic Planning, Operations Management, Process Improvement, Vendor Management, Financial Analysis, Banking, Budgets, Investments, Analysis, Management, Asset Management, Risk Management, Leadership, Change Management, Team Building
Education
Hofstra University 1978 — 1982
BBA, Marketing & Management
Huntington, NY High School 1974 — 1978
Top 10 percent, Diploma
People's United Bank February 2009 - Present
Connections Community Support Programs, Inc. 2005 - 2010
Future Planning Associates, Inc. July 2008 - February 2009
Gifford Medical Center July 2004 - July 2008
National Life July 2003 - July 2004
Northern Trust 1999 - 2004
INVESCO 1998 - 2004
Skills
Customer Service, Payroll, Employee Relations, Strategic Planning, Operations Management, Process Improvement, Vendor Management, Financial Analysis, Banking, Budgets, Investments, Analysis, Management, Asset Management, Risk Management, Leadership, Change Management, Team Building
Education
Hofstra University 1978 — 1982
BBA, Marketing & Management
Huntington, NY High School 1974 — 1978
Top 10 percent, Diploma
Debbie Nguyen's Invesco Experience May 2010 - April 2011
Job Recruiter at Ocwen Financial Corporation
Industry Financial Services
Experience
Ocwen Financial Corporation November 2011 - Present
Spherion October 2011 - Present
Prosource.it April 2011 - October 2011
United States Equal Employment Opportunity Commission January 2011 - May 2011
INVESCO May 2010 - April 2011
Reliant Energy August 2008 - May 2009
Omega Protein, Inc April 2008 - August 2008
McGuyer Homebuilders, Inc June 2006 - March 2008
Skills
Contract Recruitment, emp, Employee Benefits, Recruitment Advertising, Recruitment/Retention, Employment
Education
Houston Baptist University
Masters of Science, Human Resources
University of Houston
Bachelor of Business Administration, Management
Ocwen Financial Corporation November 2011 - Present
Spherion October 2011 - Present
Prosource.it April 2011 - October 2011
United States Equal Employment Opportunity Commission January 2011 - May 2011
INVESCO May 2010 - April 2011
Reliant Energy August 2008 - May 2009
Omega Protein, Inc April 2008 - August 2008
McGuyer Homebuilders, Inc June 2006 - March 2008
Skills
Contract Recruitment, emp, Employee Benefits, Recruitment Advertising, Recruitment/Retention, Employment
Education
Houston Baptist University
Masters of Science, Human Resources
University of Houston
Bachelor of Business Administration, Management
Steve Johnson, CFA's Invesco Experience May 1991 - July 2007
Job Seasoned Investment Professional
Industry Investment Management
Experience
DB Advisors, Deutsche Investment Management Americas July 2007 - June 2012
Invesco May 1991 - July 2007
Citizens Fidelity Bank ( PNC Corp) July 1989 - May 1991
American General Corporation May 1986 - July 1989
Skills
Fixed Income, Asset Management, Alternative Investments, Investments, Hedge Funds, Portfolio Management, Investment Management, Asset Allocation, Equities, Bloomberg, Derivatives, Capital Markets, Valuation, Financial Modeling, Trading, Private Equity, Risk Management, Emerging Markets, Mutual Funds, Series 7, Asset Managment, Currency, Credit Derivatives, Investment Strategies, Bonds, Investment Banking, Financial Analysis, Electronic Trading, ETFs, Institutional..., Quantitative Analytics, Securities, Bloomberg Terminal, Options, Equity Research, Financial Markets, Investment Advisory, Finance
Education
Rice University - Jesse H. Jones Graduate School of Management 1984 — 1986
Master of Business Administration (MBA), Finance
University of Kansas 1979 — 1983
Bachelor of Science (BS), Petroleum Engineering
DB Advisors, Deutsche Investment Management Americas July 2007 - June 2012
Invesco May 1991 - July 2007
Citizens Fidelity Bank ( PNC Corp) July 1989 - May 1991
American General Corporation May 1986 - July 1989
Skills
Fixed Income, Asset Management, Alternative Investments, Investments, Hedge Funds, Portfolio Management, Investment Management, Asset Allocation, Equities, Bloomberg, Derivatives, Capital Markets, Valuation, Financial Modeling, Trading, Private Equity, Risk Management, Emerging Markets, Mutual Funds, Series 7, Asset Managment, Currency, Credit Derivatives, Investment Strategies, Bonds, Investment Banking, Financial Analysis, Electronic Trading, ETFs, Institutional..., Quantitative Analytics, Securities, Bloomberg Terminal, Options, Equity Research, Financial Markets, Investment Advisory, Finance
Education
Rice University - Jesse H. Jones Graduate School of Management 1984 — 1986
Master of Business Administration (MBA), Finance
University of Kansas 1979 — 1983
Bachelor of Science (BS), Petroleum Engineering
Cynthia A. Ray, CPA's Invesco Experience 2000 - 2002
Job Principal at Tatum, a Randstad company
Industry Accounting
Experience
Tatum, a Randstad company September 2013 - Present
McGladrey 2011 - 2013
Official Payments Holdings, Inc (formerly Tier Technologies, Inc) 2006 - 2011
Jefferson Wells 2005 - 2009
DFW International Airport 2003 - 2005
PwC 2002 - 2003
Invesco 2000 - 2002
KPMG US January 1999 - December 1999
Skills
Sarbanes-Oxley Act, Financial Reporting, Accounting, Risk Assessment, Financial Analysis, Process Improvement, PCI DSS, Due Diligence, Risk Management, Enterprise Risk..., Internal Audit, Corporate Governance, Compliance, Assurance, Internal Controls, GAAP, Financial Accounting, CPA, Finance, Financial Services, SEC filings, US GAAP, IT Audit, Managerial Finance, Auditing, Strategic Financial..., Revenue Recognition, Sarbanes-Oxley, Business Process..., Management Consulting, CISA, COSO, External Audit, Financial Statements, Financial Audits, SAS70, Executive Management, Financial Risk, Governance, SEC Filings, Tax
Education
Harding University 1991 — 1992
Bachelor of Business Administration (BBA), Accounting
Harding University 1987 — 1990
Bachelor of Science (B.S.), Public Administration
Tatum, a Randstad company September 2013 - Present
McGladrey 2011 - 2013
Official Payments Holdings, Inc (formerly Tier Technologies, Inc) 2006 - 2011
Jefferson Wells 2005 - 2009
DFW International Airport 2003 - 2005
PwC 2002 - 2003
Invesco 2000 - 2002
KPMG US January 1999 - December 1999
Skills
Sarbanes-Oxley Act, Financial Reporting, Accounting, Risk Assessment, Financial Analysis, Process Improvement, PCI DSS, Due Diligence, Risk Management, Enterprise Risk..., Internal Audit, Corporate Governance, Compliance, Assurance, Internal Controls, GAAP, Financial Accounting, CPA, Finance, Financial Services, SEC filings, US GAAP, IT Audit, Managerial Finance, Auditing, Strategic Financial..., Revenue Recognition, Sarbanes-Oxley, Business Process..., Management Consulting, CISA, COSO, External Audit, Financial Statements, Financial Audits, SAS70, Executive Management, Financial Risk, Governance, SEC Filings, Tax
Education
Harding University 1991 — 1992
Bachelor of Business Administration (BBA), Accounting
Harding University 1987 — 1990
Bachelor of Science (B.S.), Public Administration
T. Randolph Noe, Jr.'s Invesco Experience 2000 - 2005
Job Consultant
Industry Financial Services
Experience
Veterinary Start-Up 2011 - Present
Republic Bank/Manpower 2009 - 2012
Instant Tax Service 2007 - 2009
Horne for Congress 2005 - 2006
INVESCO 2000 - 2005
Stifel Nicolaus & Co. 1999 - 2000
Prudential Securities 1996 - 1999
Skills
Analysis, Start-ups, Finance, Risk Management, Competitive Analysis, Management, Portfolio Management, Investments, Due Diligence, Marketing
Education
Indiana University-Southeast 2011 — 2012
Postbacalaurette Certificate, Accounting
University of Louisville 1989 — 1996
Bachelor of Arts (B.A.), Economics
Veterinary Start-Up 2011 - Present
Republic Bank/Manpower 2009 - 2012
Instant Tax Service 2007 - 2009
Horne for Congress 2005 - 2006
INVESCO 2000 - 2005
Stifel Nicolaus & Co. 1999 - 2000
Prudential Securities 1996 - 1999
Skills
Analysis, Start-ups, Finance, Risk Management, Competitive Analysis, Management, Portfolio Management, Investments, Due Diligence, Marketing
Education
Indiana University-Southeast 2011 — 2012
Postbacalaurette Certificate, Accounting
University of Louisville 1989 — 1996
Bachelor of Arts (B.A.), Economics
Tanaush Salim's Invesco Experience December 2009 - November 2011
Job Accountant/Expense Analyst
Industry Accounting
Experience
Invesco December 2009 - November 2011
Merrill Lynch August 2009 - December 2009
International Bank of Commerce July 2006 - August 2009
A.D. Vision Films July 2005 - July 2006
Skills
Windows Vista, Microsoft Excel, Microsoft Word, PowerPoint, MAS 200, EZ Teller, Vision, Horizon, SAP, Oracle Financial, PeopleSoft, ExPRT, Marketview PAS, FundStation
Education
Houston Community College 2006 — 2010
Associate's degree, Business/Commerce, General
University of Houston, C.T. Bauer College of Business 2007 — 2009
Bachelors of Business Administration, Accounting and Finance, Accounting G.P.A.: 3.0, Finance G.P.A.: 3.5, Cumulative G.P.A.: 3.28
Invesco December 2009 - November 2011
Merrill Lynch August 2009 - December 2009
International Bank of Commerce July 2006 - August 2009
A.D. Vision Films July 2005 - July 2006
Skills
Windows Vista, Microsoft Excel, Microsoft Word, PowerPoint, MAS 200, EZ Teller, Vision, Horizon, SAP, Oracle Financial, PeopleSoft, ExPRT, Marketview PAS, FundStation
Education
Houston Community College 2006 — 2010
Associate's degree, Business/Commerce, General
University of Houston, C.T. Bauer College of Business 2007 — 2009
Bachelors of Business Administration, Accounting and Finance, Accounting G.P.A.: 3.0, Finance G.P.A.: 3.5, Cumulative G.P.A.: 3.28
Amy Criswell's Invesco Experience 1994 - 2005
Job Accountant
Industry Accounting
Experience
Self-employed 2007 - Present
Invesco 1994 - 2005
Ernst & Young 1984 - 1990
Education
Rice University - Jesse H. Jones Graduate School of Management 1992 — 1995
Master of Business Administration (M.B.A.), Finance
Texas A&M University 1981 — 1984
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Self-employed 2007 - Present
Invesco 1994 - 2005
Ernst & Young 1984 - 1990
Education
Rice University - Jesse H. Jones Graduate School of Management 1992 — 1995
Master of Business Administration (M.B.A.), Finance
Texas A&M University 1981 — 1984
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Becky Serbin's Invesco Experience March 2000 - September 2002
Job Training and Education Coordinator at National Tile Contractors Assn
Industry Building Materials
Experience
National Tile Contractors Assn June 2015 - Present
Georgia-Pacific Gypsum LLC January 2012 - May 2015
Georgia-Pacific Gypsum LLC September 2002 - January 2012
Invesco March 2000 - September 2002
Skills
Manufacturing, Pricing, Product Development, Building Materials, Continuous Improvement
Education
Kennesaw State University 1998 — 2000
Master of Business Administration (MBA)
National Tile Contractors Assn June 2015 - Present
Georgia-Pacific Gypsum LLC January 2012 - May 2015
Georgia-Pacific Gypsum LLC September 2002 - January 2012
Invesco March 2000 - September 2002
Skills
Manufacturing, Pricing, Product Development, Building Materials, Continuous Improvement
Education
Kennesaw State University 1998 — 2000
Master of Business Administration (MBA)
Michael Casey, CFA's Invesco Experience March 2013 - June 2013
Job Portfolio Analyst at Cullinan Associates
Industry Investment Management
Experience
Cullinan Associates June 2013 - Present
Invesco March 2013 - June 2013
Invesco March 2012 - February 2013
Skills
Asset Management, Bloomberg, Financial Analysis, Business Analysis, Fixed Income, Portfolio Management, Financial Modeling, Securities, Investments, Equities, Investment Management, Asset Allocation, Risk Management
Education
Indiana University-Southeast 2001 — 2005
Bachelor of Science (B.Sc.), Finance
Cullinan Associates June 2013 - Present
Invesco March 2013 - June 2013
Invesco March 2012 - February 2013
Skills
Asset Management, Bloomberg, Financial Analysis, Business Analysis, Fixed Income, Portfolio Management, Financial Modeling, Securities, Investments, Equities, Investment Management, Asset Allocation, Risk Management
Education
Indiana University-Southeast 2001 — 2005
Bachelor of Science (B.Sc.), Finance
Karoline Carlson's Invesco Experience 1998 - 2013
Job Investment Management Professional
Industry Investment Management
Experience
Invesco 1998 - 2013
Wachovia Bank June 1995 - June 1997
Education
Rice University - Jesse H. Jones Graduate School of Business
Master of Business Administration (MBA), Finance, General
Wake Forest University
Bachelor's degree, Economics
Invesco 1998 - 2013
Wachovia Bank June 1995 - June 1997
Education
Rice University - Jesse H. Jones Graduate School of Business
Master of Business Administration (MBA), Finance, General
Wake Forest University
Bachelor's degree, Economics
parameshwar reddy's Invesco Experience June 2011 - August 2012
Job Java Developer
Industry Information Technology and Services
Experience
Dell Computers April 2014 - Present
Invesco June 2011 - August 2012
Mind tree Limited October 2007 - October 2010
Skills
Java, SQL, JavaScript, HTML, XML, Software Development, Microsoft Office, MySQL, Microsoft SQL Server, Linux
Education
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.)
Dell Computers April 2014 - Present
Invesco June 2011 - August 2012
Mind tree Limited October 2007 - October 2010
Skills
Java, SQL, JavaScript, HTML, XML, Software Development, Microsoft Office, MySQL, Microsoft SQL Server, Linux
Education
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.)
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group