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
Eliseo Acevedo Eliseo Acevedo's Invesco Experience August 2010 - November 2011
Job Inside Sales at Federal Flange
Industry Oil & Energy
Experience
Federal Flange July 2014 - Present
Professional Alternatives January 2014 - May 2014
JVS Flow Control May 2013 - November 2013
PISC International,inc November 2011 - May 2013
Invesco August 2010 - November 2011
Skills
Bilingual-English/Spanis..., Microsoft Technologies, Robert's Rules of Order, Communicative Skills, SAP, Energy Industry, Sales, Finance, Forecasting, Financial Analysis, Accounting, Marketing Strategy, Contract Negotiation, Customer Satisfaction
Education
Sam Houston State University 2007 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sam Houston State University
Bachelor of Business Administration (B.B.A.)
Federal Flange July 2014 - Present
Professional Alternatives January 2014 - May 2014
JVS Flow Control May 2013 - November 2013
PISC International,inc November 2011 - May 2013
Invesco August 2010 - November 2011
Skills
Bilingual-English/Spanis..., Microsoft Technologies, Robert's Rules of Order, Communicative Skills, SAP, Energy Industry, Sales, Finance, Forecasting, Financial Analysis, Accounting, Marketing Strategy, Contract Negotiation, Customer Satisfaction
Education
Sam Houston State University 2007 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sam Houston State University
Bachelor of Business Administration (B.B.A.)
Chris Ming Chris Ming's Invesco Experience June 2013 - August 2013
Job Associate Consultant at Neudesic
Industry Information Technology and Services
Experience
Neudesic January 2015 - Present
Amerishore August 2013 - Present
Neudesic 2015 - 2015
University of Houston August 2012 - December 2014
MISSO - Management Information Systems Student Organization May 2013 - December 2013
Invesco June 2013 - August 2013
Skills
Teamwork, SQL, Data Analysis, Team Leadership, PowerPoint, Microsoft Word, Microsoft Excel, HTML, Visual C#, Visual Studio, Entity Framework, Microsoft SQL Server, Visio, Access, SharePoint
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Bachelor's Degree, Management Information Systems, 3.44
San Jacinto College 2012 — 2012
Business Administration and Management, General
San Jacinto College
Associate of Arts (A.A.), Psychology
Neudesic January 2015 - Present
Amerishore August 2013 - Present
Neudesic 2015 - 2015
University of Houston August 2012 - December 2014
MISSO - Management Information Systems Student Organization May 2013 - December 2013
Invesco June 2013 - August 2013
Skills
Teamwork, SQL, Data Analysis, Team Leadership, PowerPoint, Microsoft Word, Microsoft Excel, HTML, Visual C#, Visual Studio, Entity Framework, Microsoft SQL Server, Visio, Access, SharePoint
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Bachelor's Degree, Management Information Systems, 3.44
San Jacinto College 2012 — 2012
Business Administration and Management, General
San Jacinto College
Associate of Arts (A.A.), Psychology
Lori Sternthal, PMP Lori Sternthal, PMP's Invesco Experience April 1990 - December 2008
Job Senior Business Analyst | technology through people | Insurance and Financial Services
Industry Insurance
Experience
Arch Insurance November 2012 - Present
Chartis (AIG) February 2010 - September 2012
Thomson Reuters October 2009 - December 2009
Montclair Art Museum March 2009 - November 2009
Comprehension Publishing April 2009 - June 2009
Invesco April 1990 - December 2008
The Chase Manhattan Bank March 1989 - March 1990
Leading National Advertisers March 1985 - March 1989
Skills
SDLC, SharePoint, Agile, Lotus Notes, Business Analysis, Requirements Analysis, Process Development, Problem Solving, Requirements Gathering, Visio, PMO, Systems Analysis, Vendor Management, Business Process..., MS Project, Business Requirements, Process Improvement, Software Project..., Business Process, Process Engineering, Project Delivery, Risk Management, Data Warehousing, Project Planning, Business Intelligence, Integration, Risk Mitigation, Business Management, Vendor Relations, Documentation, Resource Management, User Acceptance Testing, IT Strategy, Change Management, SOX, Disaster Recovery, Quality Assurance, Access, IT Management, Team Leadership, Analysis, Project Implementation
Education
Queens College 1987 — 1990
Masters, Computer Science
University at Albany, SUNY 1981 — 1984
Bachelor, Computer Science
Arch Insurance November 2012 - Present
Chartis (AIG) February 2010 - September 2012
Thomson Reuters October 2009 - December 2009
Montclair Art Museum March 2009 - November 2009
Comprehension Publishing April 2009 - June 2009
Invesco April 1990 - December 2008
The Chase Manhattan Bank March 1989 - March 1990
Leading National Advertisers March 1985 - March 1989
Skills
SDLC, SharePoint, Agile, Lotus Notes, Business Analysis, Requirements Analysis, Process Development, Problem Solving, Requirements Gathering, Visio, PMO, Systems Analysis, Vendor Management, Business Process..., MS Project, Business Requirements, Process Improvement, Software Project..., Business Process, Process Engineering, Project Delivery, Risk Management, Data Warehousing, Project Planning, Business Intelligence, Integration, Risk Mitigation, Business Management, Vendor Relations, Documentation, Resource Management, User Acceptance Testing, IT Strategy, Change Management, SOX, Disaster Recovery, Quality Assurance, Access, IT Management, Team Leadership, Analysis, Project Implementation
Education
Queens College 1987 — 1990
Masters, Computer Science
University at Albany, SUNY 1981 — 1984
Bachelor, Computer Science
Justin Salemy Justin Salemy's Invesco Experience March 2011 - November 2013
Job Managing Director at Cedar Capital
Industry Investment Management
Experience
Cedar Capital, LLC September 2014 - Present
Good Harbor Financial, LLC November 2013 - Present
Invesco March 2011 - November 2013
Franklin Templeton Investments January 2010 - March 2011
Raymond James Financial Inc. March 2008 - January 2010
Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Alternative Investments, Investments, Asset Management, ETFs, Investment Strategies, Securities, Series 6, Wealth Management, Sales, Fixed Income, Equities
Education
University of Tampa 2006 — 2009
Bachelor of Science (BS), Finance, General
Salve Regina University 2006 — 2007
Business Administration and Management, General
Cedar Capital, LLC September 2014 - Present
Good Harbor Financial, LLC November 2013 - Present
Invesco March 2011 - November 2013
Franklin Templeton Investments January 2010 - March 2011
Raymond James Financial Inc. March 2008 - January 2010
Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Alternative Investments, Investments, Asset Management, ETFs, Investment Strategies, Securities, Series 6, Wealth Management, Sales, Fixed Income, Equities
Education
University of Tampa 2006 — 2009
Bachelor of Science (BS), Finance, General
Salve Regina University 2006 — 2007
Business Administration and Management, General
Kerri Turner's Invesco Experience 2007 - 2014
Job Investment Analyst at Southeastern Advisory Services, Inc.
Industry Investment Management
Experience
Southeastern Advisory Services, Inc. 2014 - Present
INVESCO 2007 - 2014
Invesco US 2005 - 2007
Invesco US 2002 - 2005
JPMorgan Chase 2000 - 2002
Skills
Bloomberg, Asset Management, Equities, Portfolio Management, Mutual Funds, Investments, Investment Strategies, Alternative Investments, Business Analysis, Asset Managment, Factset, Portia, Microsoft Excel, Fund Accounting, Superior Client Service, SQL Server Management..., Datastream, Microsoft Office, Microsoft Word, PowerPoint, MS Project, Visio, Barra Aegis, Security APL, FMC, Strategic Planning
Education
Nicholls State University 2005 — 2009
Bachelors of Science
Southeastern Advisory Services, Inc. 2014 - Present
INVESCO 2007 - 2014
Invesco US 2005 - 2007
Invesco US 2002 - 2005
JPMorgan Chase 2000 - 2002
Skills
Bloomberg, Asset Management, Equities, Portfolio Management, Mutual Funds, Investments, Investment Strategies, Alternative Investments, Business Analysis, Asset Managment, Factset, Portia, Microsoft Excel, Fund Accounting, Superior Client Service, SQL Server Management..., Datastream, Microsoft Office, Microsoft Word, PowerPoint, MS Project, Visio, Barra Aegis, Security APL, FMC, Strategic Planning
Education
Nicholls State University 2005 — 2009
Bachelors of Science
Kevin Rogers, MBA Kevin Rogers, MBA's Invesco Experience 1995 - 2003
Job Owner, Paladin Wealth Management
Industry Investment Management
Experience
Paladin Wealth Management June 2003 - Present
INVESCO 1995 - 2003
Skills
Securities, FINRA, Mutual Funds, Investments, Alternative Investments, Asset Management, Asset Allocation, Series 7, 401k, Retirement Planning, Wealth Management, Retirement, Series 63, Portfolio Management, Financial Services, Separately Managed..., Uniform Combined State..., ETFs, Analysis, Series 6, Investment Strategies, Asset Managment, Investment Advisory, Business Process..., Series 24
Education
University of Colorado at Denver 1999 — 2001
Master of Business Administration (MBA)
Oklahoma State University 1993 — 1995
Bachelor of Science (BS), Finance, General
Paladin Wealth Management June 2003 - Present
INVESCO 1995 - 2003
Skills
Securities, FINRA, Mutual Funds, Investments, Alternative Investments, Asset Management, Asset Allocation, Series 7, 401k, Retirement Planning, Wealth Management, Retirement, Series 63, Portfolio Management, Financial Services, Separately Managed..., Uniform Combined State..., ETFs, Analysis, Series 6, Investment Strategies, Asset Managment, Investment Advisory, Business Process..., Series 24
Education
University of Colorado at Denver 1999 — 2001
Master of Business Administration (MBA)
Oklahoma State University 1993 — 1995
Bachelor of Science (BS), Finance, General
Blake Warren Blake Warren's Invesco Experience November 2012 - September 2014
Job Financial Analyst at ERIKS
Industry Oil & Energy
Experience
ERIKS March 2015 - Present
Keane Group October 2014 - March 2015
Invesco November 2012 - September 2014
Orion HealthCorp, Inc. May 2009 - November 2012
Skills
Tableau, SQL Server, Pivot Tables, Microsoft Office, Excel, Databases, Microsoft Excel, Microsoft SQL Server, Financial Management..., Analysis, SharePoint, Data Analysis, Process Improvement, Business Analysis, Financial Analysis, Business Intelligence, Requirements Gathering, Customer Service, Sales, Management, Finance, Accounting, PowerPoint, Risk Management, Leadership, Microsoft Word, Project Management
Education
University of St. Thomas (TX) 2012 — 2014
Masters of Business Administration, Finance
Sam Houston State University 2006 — 2009
B.B.A, Management Information Systems
ERIKS March 2015 - Present
Keane Group October 2014 - March 2015
Invesco November 2012 - September 2014
Orion HealthCorp, Inc. May 2009 - November 2012
Skills
Tableau, SQL Server, Pivot Tables, Microsoft Office, Excel, Databases, Microsoft Excel, Microsoft SQL Server, Financial Management..., Analysis, SharePoint, Data Analysis, Process Improvement, Business Analysis, Financial Analysis, Business Intelligence, Requirements Gathering, Customer Service, Sales, Management, Finance, Accounting, PowerPoint, Risk Management, Leadership, Microsoft Word, Project Management
Education
University of St. Thomas (TX) 2012 — 2014
Masters of Business Administration, Finance
Sam Houston State University 2006 — 2009
B.B.A, Management Information Systems
Mark Kusnir Mark Kusnir's Invesco Experience 2001 - 2006
Job Retirement Living
Industry Investment Management
Experience
Retirement Living May 2009 - Present
Invesco Ltd. December 2006 - March 2010
Invesco 2001 - 2006
INVESCO/AIM Investments December 1996 - July 2001
Claremont Technology Group August 1992 - November 1996
Federated Investors, Inc. July 1982 - August 1992
Skills
Investment Management..., Investment Technologies, Offshore Outsourcing, Project Management, Information Technology, Contractual Agreements, Consulting, Vendor Management, Outsourcing, CRM, Management, IT Strategy, Financial Services, Software Project..., Investments, Portfolio Management, Strategy, Capital Markets, Program Management, Asset Management, Business Analysis, SDLC, Operations Management, Leadership, Business Process..., Risk Management, Process Improvement, Disaster Recovery
Education
Penn State University 1977 — 1980
BS, Accounting
Retirement Living May 2009 - Present
Invesco Ltd. December 2006 - March 2010
Invesco 2001 - 2006
INVESCO/AIM Investments December 1996 - July 2001
Claremont Technology Group August 1992 - November 1996
Federated Investors, Inc. July 1982 - August 1992
Skills
Investment Management..., Investment Technologies, Offshore Outsourcing, Project Management, Information Technology, Contractual Agreements, Consulting, Vendor Management, Outsourcing, CRM, Management, IT Strategy, Financial Services, Software Project..., Investments, Portfolio Management, Strategy, Capital Markets, Program Management, Asset Management, Business Analysis, SDLC, Operations Management, Leadership, Business Process..., Risk Management, Process Improvement, Disaster Recovery
Education
Penn State University 1977 — 1980
BS, Accounting
Sue (Williams) Lapierre's Invesco Experience 1998 - 2002
Job Vice President, Information Security Officer at Prologis
Industry Information Technology and Services
Experience
Prologis September 2014 - Present
Intrawest October 2011 - September 2014
Policy Studies June 2005 - November 2011
AMVESCAP 2003 - 2005
Allow Consulting 2002 - 2003
INVESCO 1998 - 2002
Janus 1993 - 1998
Skills
Business Continuity, Security, Business Analysis, Disaster Recovery, Enterprise Architecture, Information Security, CISSP, Team Building, Risk Management, Program Management, Internal Audit, Security Audits, IT Strategy, Strategic Planning, CISM, Analysis, Testing, Business Continuity..., Security Architecture..., Privacy Law, Public Speaking, Sarbanes-Oxley Act, Process Improvement, Physical Security, Integration, Vendor Management, Team Leadership, Leadership, Risk Assessment, SDLC, Requirements Analysis, Emergency Management, Management, Change Management, IT Service Management, PCI DSS, Governance, IT Management, Information Technology, Penetration Testing, IT Security Policies, PCI Standards
Education
Minnesota State University, Moorhead 1981 — 1985
Prologis September 2014 - Present
Intrawest October 2011 - September 2014
Policy Studies June 2005 - November 2011
AMVESCAP 2003 - 2005
Allow Consulting 2002 - 2003
INVESCO 1998 - 2002
Janus 1993 - 1998
Skills
Business Continuity, Security, Business Analysis, Disaster Recovery, Enterprise Architecture, Information Security, CISSP, Team Building, Risk Management, Program Management, Internal Audit, Security Audits, IT Strategy, Strategic Planning, CISM, Analysis, Testing, Business Continuity..., Security Architecture..., Privacy Law, Public Speaking, Sarbanes-Oxley Act, Process Improvement, Physical Security, Integration, Vendor Management, Team Leadership, Leadership, Risk Assessment, SDLC, Requirements Analysis, Emergency Management, Management, Change Management, IT Service Management, PCI DSS, Governance, IT Management, Information Technology, Penetration Testing, IT Security Policies, PCI Standards
Education
Minnesota State University, Moorhead 1981 — 1985
Donna M. Ingram, CPA Donna M. Ingram, CPA's Invesco Experience March 2013 - April 2014
Job Consultant at GeoDigital
Industry Financial Services
Experience
J Curve LLC July 2015 - Present
Accretive Solutions May 2015 - July 2015
The Intersect Group December 2014 - April 2015
J Curve LLC September 2014 - November 2014
Global Dynamic Consulting, Inc. April 2014 - August 2014
Invesco March 2013 - April 2014
AmeriCold Logistics March 2012 - February 2013
Ciba Vision August 2011 - March 2012
Prepaid Solutions, Inc. January 2010 - January 2011
Skylight Financial, Inc September 2003 - December 2009
Skills
Financial Reporting, Accounting, General Ledger, Account Reconciliation, Payroll, Cash Management, SAP, Mergers, Auditing, Finance, Internal Controls, Tax, PeopleSoft, Sarbanes-Oxley Act, Accounts Receivable
Education
Millsaps College
B.A., Accounting
Millsaps College
Bachelor's degree, Accounting
J Curve LLC July 2015 - Present
Accretive Solutions May 2015 - July 2015
The Intersect Group December 2014 - April 2015
J Curve LLC September 2014 - November 2014
Global Dynamic Consulting, Inc. April 2014 - August 2014
Invesco March 2013 - April 2014
AmeriCold Logistics March 2012 - February 2013
Ciba Vision August 2011 - March 2012
Prepaid Solutions, Inc. January 2010 - January 2011
Skylight Financial, Inc September 2003 - December 2009
Skills
Financial Reporting, Accounting, General Ledger, Account Reconciliation, Payroll, Cash Management, SAP, Mergers, Auditing, Finance, Internal Controls, Tax, PeopleSoft, Sarbanes-Oxley Act, Accounts Receivable
Education
Millsaps College
B.A., Accounting
Millsaps College
Bachelor's degree, Accounting
Ronnell Hodges Ronnell Hodges's Invesco Experience June 2012 - December 2012
Job Branch Manager at The Hertz Corporation
Industry Automotive
Experience
Hertz August 2013 - Present
Convergent Outsourcing Incorporated January 2013 - August 2013
Invesco June 2012 - December 2012
BRACHFELD LAW GROUP November 2011 - June 2012
Bank of America August 2010 - November 2011
Sears February 2009 - August 2009
Man Alive June 2008 - August 2008
Skills
Strong oral and written..., Exceeding sales goals, Knowledge of and..., Ability to handle..., Proficient in Excel,..., Strong analytical and..., Excellent customer..., Negotiation, Customer Service, Insurance, Sales, PowerPoint, Banking, Loans, Sales Management, Account Management, Microsoft Office, Retail, Management, Leadership, Financial Analysis, Call Centers, Forecasting, Teamwork, Marketing Management, Training, Microsoft Excel
Education
Northwood University 2005 — 2010
Bachelor of Business Administration Dual Major, Marketing and Management
Northwood University 2005 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Hertz August 2013 - Present
Convergent Outsourcing Incorporated January 2013 - August 2013
Invesco June 2012 - December 2012
BRACHFELD LAW GROUP November 2011 - June 2012
Bank of America August 2010 - November 2011
Sears February 2009 - August 2009
Man Alive June 2008 - August 2008
Skills
Strong oral and written..., Exceeding sales goals, Knowledge of and..., Ability to handle..., Proficient in Excel,..., Strong analytical and..., Excellent customer..., Negotiation, Customer Service, Insurance, Sales, PowerPoint, Banking, Loans, Sales Management, Account Management, Microsoft Office, Retail, Management, Leadership, Financial Analysis, Call Centers, Forecasting, Teamwork, Marketing Management, Training, Microsoft Excel
Education
Northwood University 2005 — 2010
Bachelor of Business Administration Dual Major, Marketing and Management
Northwood University 2005 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Seth Collins Seth Collins's Invesco Experience January 2010 - January 2011
Job Revenue Accountant at Apache Corporation
Industry Accounting
Experience
Apache Corporation October 2014 - Present
Deloitte Tax LLP October 2012 - October 2014
Deloitte & Touche February 2011 - May 2011
Invesco January 2010 - January 2011
Renew Resell August 2009 - December 2009
Associated Credit Union of Texas September 2006 - May 2007
Skills
Tax, Accounting, Financial Reporting, Auditing, Financial Accounting, Budgets, General Ledger, Account Reconciliation, Microsoft Excel, Sarbanes-Oxley Act, Financial Analysis, GAAP, QuickBooks, Internal Controls, Expatriate Tax
Education
University of Houston, C.T. Bauer College of Business 2009 — 2012
Masters of Science in Accountancy, Accountancy
University of Houston, C.T. Bauer College of Business 2009 — 2011
BBA, Accounting
San Jacinto College 2007 — 2009
Associates, Business Administration
Apache Corporation October 2014 - Present
Deloitte Tax LLP October 2012 - October 2014
Deloitte & Touche February 2011 - May 2011
Invesco January 2010 - January 2011
Renew Resell August 2009 - December 2009
Associated Credit Union of Texas September 2006 - May 2007
Skills
Tax, Accounting, Financial Reporting, Auditing, Financial Accounting, Budgets, General Ledger, Account Reconciliation, Microsoft Excel, Sarbanes-Oxley Act, Financial Analysis, GAAP, QuickBooks, Internal Controls, Expatriate Tax
Education
University of Houston, C.T. Bauer College of Business 2009 — 2012
Masters of Science in Accountancy, Accountancy
University of Houston, C.T. Bauer College of Business 2009 — 2011
BBA, Accounting
San Jacinto College 2007 — 2009
Associates, Business Administration
Lydia Xiao Lydia Xiao's Invesco Experience August 2013 - September 2013
Job Student at Northwestern University
Industry Management Consulting
Experience
DaringQ Foundation January 2012 - Present
The Chicago Bar Foundation June 2014 - August 2014
JJsList.com March 2014 - June 2014
Invesco August 2013 - September 2013
inGenius prep July 2013 - August 2013
AIC Education April 2012 - July 2012
Skills
Mandarin, Chinese, PowerPoint, Research, Data Analysis
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Kellogg Certificate Program for Undergraduates in Mangerial Analytics
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Economics & History
High School Affiliated to Renmin University of China 2009 — 2012
DaringQ Foundation January 2012 - Present
The Chicago Bar Foundation June 2014 - August 2014
JJsList.com March 2014 - June 2014
Invesco August 2013 - September 2013
inGenius prep July 2013 - August 2013
AIC Education April 2012 - July 2012
Skills
Mandarin, Chinese, PowerPoint, Research, Data Analysis
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Kellogg Certificate Program for Undergraduates in Mangerial Analytics
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Economics & History
High School Affiliated to Renmin University of China 2009 — 2012
Daniel Herzog Daniel Herzog's Invesco Experience June 1990 - April 1997
Job President at Evergreen Pension Consultants
Industry Financial Services
Experience
Evergreen Pension Consultants April 2010 - Present
Co Biz / Financial Designs October 2005 - April 2010
Convergent Retirement Plans April 2004 - September 2005
New York Life Investment Management April 1997 - July 2003
Invesco June 1990 - April 1997
Universal Pensions August 1985 - June 1990
Brainerd Recreational Supply, Inc. May 1980 - July 1985
Skills
Pension Programs,..., Strategic Planning, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Asset Management, Risk Management, Wealth Management, Equities, Valuation, Corporate Finance, New Business Development, Business Development, Banking
Education
St. Cloud State University 1978 — 1980
Bachelor of Science (B.S.), Finance/Management
University of Minnesota-Twin Cities 1976 — 1978
Evergreen Pension Consultants April 2010 - Present
Co Biz / Financial Designs October 2005 - April 2010
Convergent Retirement Plans April 2004 - September 2005
New York Life Investment Management April 1997 - July 2003
Invesco June 1990 - April 1997
Universal Pensions August 1985 - June 1990
Brainerd Recreational Supply, Inc. May 1980 - July 1985
Skills
Pension Programs,..., Strategic Planning, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Asset Management, Risk Management, Wealth Management, Equities, Valuation, Corporate Finance, New Business Development, Business Development, Banking
Education
St. Cloud State University 1978 — 1980
Bachelor of Science (B.S.), Finance/Management
University of Minnesota-Twin Cities 1976 — 1978
Holley Reynolds Holley Reynolds's Invesco Experience June 2005 - Present
Job Senior Consultant and Project Manager at Invesco
Industry Financial Services
Experience
Invesco June 2005 - Present
Cadence Design Systems May 2000 - May 2005
Skills
Process Improvement, Accounting, Finance, Account Reconciliation, Auditing, Sarbanes-Oxley Act, General Ledger, Management, Analysis
Education
San Jose State University
BA
University of Central Florida - College of Business Administration
MBA, Finance
Invesco June 2005 - Present
Cadence Design Systems May 2000 - May 2005
Skills
Process Improvement, Accounting, Finance, Account Reconciliation, Auditing, Sarbanes-Oxley Act, General Ledger, Management, Analysis
Education
San Jose State University
BA
University of Central Florida - College of Business Administration
MBA, Finance
Lisa Cosentino-Robson Lisa Cosentino-Robson's Invesco Experience May 2007 - March 2012
Job Dealer Relations Manager, Operations , Communications Manager
Industry Financial Services
Experience
Sun Life Global Investments November 2012 - Present
Invesco Ltd. May 2007 - March 2012
Invesco Ltd. May 2007 - March 2012
Invesco May 2007 - March 2012
Invesco Ltd. May 2004 - May 2007
Invesco Ltd. June 2000 - April 2004
Comtech January 1997 - June 2000
Skills
Instructional Design, Project Management, Operations Management, Customer Service, Customer Satisfaction, Customer Experience, Customer Retention, HTML, Dreamweaver, Flash, Photoshop, Microsoft Office, Strategic Communications, Mutual fund Operations, Relationship management, Sales Operations, Business Development, Team Building, Sales, Financial Services, Teamwork, Wealth Management, Coaching, Training
Education
Sheridan College 2009 — 2012
Project Management Certification
IFIC - investment funds in Canada
York University
Sun Life Global Investments November 2012 - Present
Invesco Ltd. May 2007 - March 2012
Invesco Ltd. May 2007 - March 2012
Invesco May 2007 - March 2012
Invesco Ltd. May 2004 - May 2007
Invesco Ltd. June 2000 - April 2004
Comtech January 1997 - June 2000
Skills
Instructional Design, Project Management, Operations Management, Customer Service, Customer Satisfaction, Customer Experience, Customer Retention, HTML, Dreamweaver, Flash, Photoshop, Microsoft Office, Strategic Communications, Mutual fund Operations, Relationship management, Sales Operations, Business Development, Team Building, Sales, Financial Services, Teamwork, Wealth Management, Coaching, Training
Education
Sheridan College 2009 — 2012
Project Management Certification
IFIC - investment funds in Canada
York University
Caryn Klein Caryn Klein's Invesco Experience June 2000 - July 2005
Job Sr. Business Analyst at Invesco Ltd.
Industry Financial Services
Experience
Matrix Resources March 2012 - June 2012
IEM September 2009 - April 2012
Merrill Lynch July 2005 - December 2008
INVESCO June 2000 - July 2005
Southern Company June 1998 - June 2000
MetLife February 1986 - June 1998
Skills
Testing, Analysis, Business Analysis, CRM, Change Management, Integration, Leadership, MS Project, Process Improvement, Program Management, Project Management, Quality Assurance, Project Planning, SDLC, SharePoint, Team Building, Troubleshooting, Visio, Management, Marketing, Team Leadership, Budgets, Forecasting, Microsoft SQL Server, Risk Management, SQL, Strategic Planning, Strategy
Education
Southern New Hampshire University
BS, Marketing
The Chubb Institute
Programming Certificate
Matrix Resources March 2012 - June 2012
IEM September 2009 - April 2012
Merrill Lynch July 2005 - December 2008
INVESCO June 2000 - July 2005
Southern Company June 1998 - June 2000
MetLife February 1986 - June 1998
Skills
Testing, Analysis, Business Analysis, CRM, Change Management, Integration, Leadership, MS Project, Process Improvement, Program Management, Project Management, Quality Assurance, Project Planning, SDLC, SharePoint, Team Building, Troubleshooting, Visio, Management, Marketing, Team Leadership, Budgets, Forecasting, Microsoft SQL Server, Risk Management, SQL, Strategic Planning, Strategy
Education
Southern New Hampshire University
BS, Marketing
The Chubb Institute
Programming Certificate
Victor Carter Victor Carter's Invesco Experience September 2003 - June 2008
Job IT Specialist at Berkeley Research Group LLC
Industry Research
Experience
Berkeley Research Group LLC June 2013 - Present
Invesco Ltd. June 2008 - January 2013
Invesco September 2003 - June 2008
Skills
Remote Access Solutions, Citrix, Dreamweaver, Informix, Autosys, HP Openview, ITIL, Active Directory, Business Objects, Portia, RSA SecurID, IBM Director, Windows 7, Windows XP Professional, Mac OS X, VMware Fusion, VMware Infrastructure, BMC Remedy, Visual Basic, Borland C++, MS Office Suite, Workload Control..., XenCenter, Microsoft Office 2010, Veritas NetBackup, Solarwinds, SCCM, Netbackup, Hardware, Data Center, Office 2010, Technical Support, XP, Help Desk Support, Troubleshooting, Servers, Windows XP, Disaster Recovery, Microsoft Office, Networking, Windows Server
Education
Our Lady of the Lake University 1999 — 2003
Bachelor of Science (BS), Computer Information Systems, 3.5
Texas Southern University 1993 — 1995
Pre Pharmacy
Berkeley Research Group LLC June 2013 - Present
Invesco Ltd. June 2008 - January 2013
Invesco September 2003 - June 2008
Skills
Remote Access Solutions, Citrix, Dreamweaver, Informix, Autosys, HP Openview, ITIL, Active Directory, Business Objects, Portia, RSA SecurID, IBM Director, Windows 7, Windows XP Professional, Mac OS X, VMware Fusion, VMware Infrastructure, BMC Remedy, Visual Basic, Borland C++, MS Office Suite, Workload Control..., XenCenter, Microsoft Office 2010, Veritas NetBackup, Solarwinds, SCCM, Netbackup, Hardware, Data Center, Office 2010, Technical Support, XP, Help Desk Support, Troubleshooting, Servers, Windows XP, Disaster Recovery, Microsoft Office, Networking, Windows Server
Education
Our Lady of the Lake University 1999 — 2003
Bachelor of Science (BS), Computer Information Systems, 3.5
Texas Southern University 1993 — 1995
Pre Pharmacy
Lauren Andrews Lauren Andrews's Invesco Experience November 2013 - August 2014
Job RBC Royal Bank of Canada
Industry Financial Services
Experience
RBC August 2014 - Present
Invesco November 2013 - August 2014
The Keg Steakhouse and Bar June 2008 - September 2013
Association of Fundraising Professionals, Toronto Chapter June 2012 - June 2013
International Centre March 2012 - December 2012
Coldwell Banker Commercial May 2009 - September 2011
Kerr Street Ministries 2009 - 2010
Moxies 2005 - 2008
Skills
Real Estate, Selling, Condos, Investment Properties, Sellers, Relocation, First Time Home Buyers, Investors, Real Estate Transactions, Listings, Residential Homes, Luxury, Real Property, Referrals, Sales, Marketing, Customer Service
Education
OREA 2009 — 2010
Certificate, Real Estate
Sheridan College 2008 — 2009
Grad, Human Resource and Business Management
Western University 2004 — 2008
BA, Hon Psychology
RBC August 2014 - Present
Invesco November 2013 - August 2014
The Keg Steakhouse and Bar June 2008 - September 2013
Association of Fundraising Professionals, Toronto Chapter June 2012 - June 2013
International Centre March 2012 - December 2012
Coldwell Banker Commercial May 2009 - September 2011
Kerr Street Ministries 2009 - 2010
Moxies 2005 - 2008
Skills
Real Estate, Selling, Condos, Investment Properties, Sellers, Relocation, First Time Home Buyers, Investors, Real Estate Transactions, Listings, Residential Homes, Luxury, Real Property, Referrals, Sales, Marketing, Customer Service
Education
OREA 2009 — 2010
Certificate, Real Estate
Sheridan College 2008 — 2009
Grad, Human Resource and Business Management
Western University 2004 — 2008
BA, Hon Psychology
Paul A. Fullerton's Invesco Experience January 1999 - July 2000
Job Managing Director, Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
PCA Retirement & Benefits, Inc. June 2008 - Present
Founders Advisory August 2008 - January 2015
McKinsey & Company September 2006 - August 2008
Cerulli Associates 2000 - 2006
INVESCO January 1999 - July 2000
Astrop Advisory June 1995 - January 1999
Skills
Asset Management, Wealth Management, Business Strategy, Strategic Planning, New Business Development, Strategy Development, Management Consulting, Private Wealth..., Pensions, Asset Managment, Wealth Management..., Strategy, Hedge Funds, Alternative Investments, Investments, Mutual Funds, Strategic Financial..., Financial Services, Financial Advisory, Securities, Retirement, CRM, Executive Management, Portfolio Management, Trading, Investment Strategies, Investment Advisory, Financial Planning
Education
Ohio University 1991 — 1995
B.A., Finance
Pécsi Tudományegyetem 1993 — 1993
International Business
Charles Schwab January 2015 - Present
PCA Retirement & Benefits, Inc. June 2008 - Present
Founders Advisory August 2008 - January 2015
McKinsey & Company September 2006 - August 2008
Cerulli Associates 2000 - 2006
INVESCO January 1999 - July 2000
Astrop Advisory June 1995 - January 1999
Skills
Asset Management, Wealth Management, Business Strategy, Strategic Planning, New Business Development, Strategy Development, Management Consulting, Private Wealth..., Pensions, Asset Managment, Wealth Management..., Strategy, Hedge Funds, Alternative Investments, Investments, Mutual Funds, Strategic Financial..., Financial Services, Financial Advisory, Securities, Retirement, CRM, Executive Management, Portfolio Management, Trading, Investment Strategies, Investment Advisory, Financial Planning
Education
Ohio University 1991 — 1995
B.A., Finance
Pécsi Tudományegyetem 1993 — 1993
International Business
Lori Comanich Lori Comanich's Invesco Experience May 2013 - Present
Job Project Team Manager and Internal Consultant at Invesco
Industry Financial Services
Experience
Invesco May 2013 - Present
Invesco Ltd. November 2010 - May 2013
Ameriprise Financial March 2010 - October 2010
ESHBACH & COMpany December 2005 - March 2010
2003-2005 2003 - 2005
AIM Investments January 2000 - January 2003
Jackson National Life January 1999 - January 2000
AIM Investments January 1996 - January 1999
Skills
Investments, Management, Business Development, Leadership, Strategy, Training, Mutual Funds, Marketing, Financial Services, Series 7, Strategic Planning, Strategic Financial..., Program Management, Sales, Product Marketing
Education
Sam Houston State University
University of Houston-Clear Lake
BACHELOR, BUSINESS ADMINISTRATION; Business Management
Invesco May 2013 - Present
Invesco Ltd. November 2010 - May 2013
Ameriprise Financial March 2010 - October 2010
ESHBACH & COMpany December 2005 - March 2010
2003-2005 2003 - 2005
AIM Investments January 2000 - January 2003
Jackson National Life January 1999 - January 2000
AIM Investments January 1996 - January 1999
Skills
Investments, Management, Business Development, Leadership, Strategy, Training, Mutual Funds, Marketing, Financial Services, Series 7, Strategic Planning, Strategic Financial..., Program Management, Sales, Product Marketing
Education
Sam Houston State University
University of Houston-Clear Lake
BACHELOR, BUSINESS ADMINISTRATION; Business Management
Michael D. Underhill Michael D. Underhill's Invesco Experience 1997 - 2001
Job Chief Investment Officer at Capital Innovations Real Asset Funds. Author of The Handbook of Infrastructure Investing
Industry Investment Management
Experience
Capital Innovations, LLC 2006 - Present
United Nations Principles for Responsible Investment (PRI) Initiative January 2011 - 2012
AllianceBernstein February 2001 - 2004
Invesco 1997 - 2001
Janus Capital Group 1996 - 1997
Federated Investors, Inc. 1993 - 1996
Lehman Brothers 1989 - 1993
Skills
Investments, Alternative Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management, Private Equity, Investment Strategies, Capital Markets, Fixed Income, Asset Management, Bonds, Bloomberg, Risk Management, Trading, Institutional..., Investment Management, Asset Allocation, Pension Funds, Quantitative Analytics, Finance, Trading Strategies, Equity Valuation, Valuation, Investment Advisory, Fund Of Funds, Mutual Funds, Equity Research, Economics, Financial Risk, Securities
Education
Penn State University
BS, Economics
Pepperdine University, The George L. Graziadio School of Business and Management
Finance and Financial Management Services
Stanford University Law School
Corporate Governance
Universidad del Salvador
Mercosur Studies
Capital Innovations, LLC 2006 - Present
United Nations Principles for Responsible Investment (PRI) Initiative January 2011 - 2012
AllianceBernstein February 2001 - 2004
Invesco 1997 - 2001
Janus Capital Group 1996 - 1997
Federated Investors, Inc. 1993 - 1996
Lehman Brothers 1989 - 1993
Skills
Investments, Alternative Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management, Private Equity, Investment Strategies, Capital Markets, Fixed Income, Asset Management, Bonds, Bloomberg, Risk Management, Trading, Institutional..., Investment Management, Asset Allocation, Pension Funds, Quantitative Analytics, Finance, Trading Strategies, Equity Valuation, Valuation, Investment Advisory, Fund Of Funds, Mutual Funds, Equity Research, Economics, Financial Risk, Securities
Education
Penn State University
BS, Economics
Pepperdine University, The George L. Graziadio School of Business and Management
Finance and Financial Management Services
Stanford University Law School
Corporate Governance
Universidad del Salvador
Mercosur Studies
Lee Haydon Lee Haydon's Invesco Experience 1996 - 1996
Job Global Market Research & Insights at CIGNA
Industry Health, Wellness and Fitness
Experience
CIGNA 2013 - Present
Marketing & Market Research 2012 - 2012
Prudential Financial 1996 - 2011
Invesco 1996 - 1996
Fidelity Investments 1990 - 1995
Bain & Company 1984 - 1990
Skills
Brand Development, Customer Experience, Product Development, New Business Development, Market Research, Segmentation, Fixed Annuities, Strategy, Analytics, Business Planning, Database Marketing, Vendor Management, Retirement, Thought Leadership, Change Management, Relational Databases, Business Strategy, Marketing Strategy, Program Management, Mergers & Acquisitions, Product Management, Leadership, E-commerce, Cross-functional Team..., Healthcare Management, Financial Services, Marketing, Investments, Competitive Analysis, Insurance, Mutual Funds, Marketing Research, Consulting, Sales, Team Building, Strategic Communications, Budgets, Executive Management
Education
Northeastern University
Bachelor of Science, Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs
Master of Science, Economics
CIGNA 2013 - Present
Marketing & Market Research 2012 - 2012
Prudential Financial 1996 - 2011
Invesco 1996 - 1996
Fidelity Investments 1990 - 1995
Bain & Company 1984 - 1990
Skills
Brand Development, Customer Experience, Product Development, New Business Development, Market Research, Segmentation, Fixed Annuities, Strategy, Analytics, Business Planning, Database Marketing, Vendor Management, Retirement, Thought Leadership, Change Management, Relational Databases, Business Strategy, Marketing Strategy, Program Management, Mergers & Acquisitions, Product Management, Leadership, E-commerce, Cross-functional Team..., Healthcare Management, Financial Services, Marketing, Investments, Competitive Analysis, Insurance, Mutual Funds, Marketing Research, Consulting, Sales, Team Building, Strategic Communications, Budgets, Executive Management
Education
Northeastern University
Bachelor of Science, Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs
Master of Science, Economics
JP Harlow JP Harlow's Invesco Experience January 2014 - April 2015
Job Real Estate Acquisitions at PNC Realty Investors
Industry Commercial Real Estate
Experience
PNC May 2015 - Present
Invesco January 2014 - April 2015
Doral Property Finance (Doral Bank) March 2012 - December 2013
MetLife May 2011 - August 2011
Apartment Realty Advisors August 2007 - July 2010
CB Richard Ellis April 2006 - September 2007
Skills
Disposition, Due Diligence, Private Equity, Valuation, Asset Managment, Real Estate, Underwriting, Acquisitions, Portfolio Management, Loans, Investment Properties, Sales, Mergers & Acquisitions, Asset Management, Finance, Brokerage
Education
New York University 2010 — 2012
Master of Science, Real Estate - Finance & Investment
University of Washington, Michael G. Foster School of Business
PNC May 2015 - Present
Invesco January 2014 - April 2015
Doral Property Finance (Doral Bank) March 2012 - December 2013
MetLife May 2011 - August 2011
Apartment Realty Advisors August 2007 - July 2010
CB Richard Ellis April 2006 - September 2007
Skills
Disposition, Due Diligence, Private Equity, Valuation, Asset Managment, Real Estate, Underwriting, Acquisitions, Portfolio Management, Loans, Investment Properties, Sales, Mergers & Acquisitions, Asset Management, Finance, Brokerage
Education
New York University 2010 — 2012
Master of Science, Real Estate - Finance & Investment
University of Washington, Michael G. Foster School of Business
Evan Richter, CPA Evan Richter, CPA's Invesco Experience December 2012 - Present
Job Senior Accountant at Invesco
Industry Accounting
Experience
Invesco December 2012 - Present
CliftonLarsonAllen LLP August 2009 - December 2012
Round Rock Express April 2002 - September 2008
Deloitte & Touché January 2008 - March 2008
River Stone Wealth Management May 2005 - August 2005
Skills
CPA, Auditing, Financial Statements, Financial Reporting, Financial Accounting, US GAAP, QuickBooks, General Ledger, Tax, Tax Accounting, Accounting, Microsoft Office, Microsoft Excel, Financial Analysis, Finance, GAAP
Education
Southern Methodist University - Cox School of Business 2008 — 2009
MSA, Accounting
Southern Methodist University 2004 — 2008
BBA, Accounting
Invesco December 2012 - Present
CliftonLarsonAllen LLP August 2009 - December 2012
Round Rock Express April 2002 - September 2008
Deloitte & Touché January 2008 - March 2008
River Stone Wealth Management May 2005 - August 2005
Skills
CPA, Auditing, Financial Statements, Financial Reporting, Financial Accounting, US GAAP, QuickBooks, General Ledger, Tax, Tax Accounting, Accounting, Microsoft Office, Microsoft Excel, Financial Analysis, Finance, GAAP
Education
Southern Methodist University - Cox School of Business 2008 — 2009
MSA, Accounting
Southern Methodist University 2004 — 2008
BBA, Accounting
Volodymyr Melnyk's Invesco Experience June 2012 - Present
Job Operations Administrator at Invesco
Industry Management Consulting
Experience
Invesco June 2012 - Present
Inspire Excellence May 2010 - June 2012
H&R Block December 2009 - April 2010
Codex Group May 2006 - July 2009
Skills
Account Reconciliation, Journal Entries, General Ledger, Quickbooks, Accounts Payable, Accounts Receivable, Bookkeeping, Accounting, Financial Reporting, Excel, Financial Analysis, Microsoft Excel, Payroll, Management, Banking, QuickBooks, Tax, Microsoft Office, Analysis, Strategic Planning, Finance
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2010
MBA, Accounting
Becker CPA Review
Invesco June 2012 - Present
Inspire Excellence May 2010 - June 2012
H&R Block December 2009 - April 2010
Codex Group May 2006 - July 2009
Skills
Account Reconciliation, Journal Entries, General Ledger, Quickbooks, Accounts Payable, Accounts Receivable, Bookkeeping, Accounting, Financial Reporting, Excel, Financial Analysis, Microsoft Excel, Payroll, Management, Banking, QuickBooks, Tax, Microsoft Office, Analysis, Strategic Planning, Finance
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2010
MBA, Accounting
Becker CPA Review
Patrick dePenaloza's Invesco Experience July 2012 - October 2014
Job Regional Sales Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman October 2014 - Present
Invesco July 2012 - October 2014
UBS Wealth Management June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Word, Excel, Team Leadership, Investments, Portfolio Management, Fixed Income Portfolio..., Asset Allocation, Financial Analysis, Mutual Funds, Series 7, Sales, Sales Management, Corporate Finance, Finance, Financial Risk
Education
Miami University 2008 — 2012
Finance
M.U. Dolibois European Center 2010 — 2010
International Business
Chaminade College Preparatory 2001 — 2008
Neuberger Berman October 2014 - Present
Invesco July 2012 - October 2014
UBS Wealth Management June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Word, Excel, Team Leadership, Investments, Portfolio Management, Fixed Income Portfolio..., Asset Allocation, Financial Analysis, Mutual Funds, Series 7, Sales, Sales Management, Corporate Finance, Finance, Financial Risk
Education
Miami University 2008 — 2012
Finance
M.U. Dolibois European Center 2010 — 2010
International Business
Chaminade College Preparatory 2001 — 2008
Edward Kungu Edward Kungu's Invesco Experience September 2011 - Present
Job Client Services at Invesco
Industry Information Technology and Services
Experience
Invesco September 2011 - Present
Kariithi Foundation January 2009 - Present
United Airlines June 2001 - December 2008
Skills
Windows, Customer Service, Time Management, Databases, Project Management, Troubleshooting, Database Admin, Management, Java
Education
Prairie View A&M University
B.B.A, Management Information Systems
Invesco September 2011 - Present
Kariithi Foundation January 2009 - Present
United Airlines June 2001 - December 2008
Skills
Windows, Customer Service, Time Management, Databases, Project Management, Troubleshooting, Database Admin, Management, Java
Education
Prairie View A&M University
B.B.A, Management Information Systems
Alexandra Bloch Alexandra Bloch's Invesco Experience June 2003 - June 2008
Job Design and Communications Professional
Industry Graphic Design
Experience
Quintiles November 2014 - Present
Alexandra Bloch Design July 2008 - Present
INVESCO June 2003 - June 2008
Auda Advisor Associates 2000 - 2003
United States Agency for International Development February 1999 - December 1999
Embassy of Austria October 1997 - October 1998
Skills
Marketing Communications, Proposal Writing, Editing, Presentation Development, Direct Mail, Research, Organizational..., Eye for Details, Event Planning, Communication Skills, Administrative..., Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Adobe Acrobat, Graphic Design, Branding & Identity, Corporate Identity, Logo Design, Layout Design, Program Design, Brochures, Newsletter Design, Posters, Fine Art, Figurative Art, Oil Painting, Portrait Painting, Drawing, Landscape Painting, Figure Painting, Painting, Still Life, Figure Drawing
Education
Aquent Gymnasium 2013 — 2013
Continuing Education
School of Visual Arts 2002 — 2007
The Art Students League 2000 — 2004
Swarthmore College Program in Grenoble
Wesleyan University
B.A.
Quintiles November 2014 - Present
Alexandra Bloch Design July 2008 - Present
INVESCO June 2003 - June 2008
Auda Advisor Associates 2000 - 2003
United States Agency for International Development February 1999 - December 1999
Embassy of Austria October 1997 - October 1998
Skills
Marketing Communications, Proposal Writing, Editing, Presentation Development, Direct Mail, Research, Organizational..., Eye for Details, Event Planning, Communication Skills, Administrative..., Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Adobe Acrobat, Graphic Design, Branding & Identity, Corporate Identity, Logo Design, Layout Design, Program Design, Brochures, Newsletter Design, Posters, Fine Art, Figurative Art, Oil Painting, Portrait Painting, Drawing, Landscape Painting, Figure Painting, Painting, Still Life, Figure Drawing
Education
Aquent Gymnasium 2013 — 2013
Continuing Education
School of Visual Arts 2002 — 2007
The Art Students League 2000 — 2004
Swarthmore College Program in Grenoble
Wesleyan University
B.A.
Cody Moore's Invesco Experience August 2013 - Present
Job Regional Vice President
Industry Financial Services
Experience
Invesco August 2013 - Present
Invesco Ltd. July 2011 - August 2013
Merrill Lynch August 2010 - July 2011
Skills
Financial Analysis, ETFs, Series 7, Series 63, Investment Strategies, Microsoft Office, Alternative Investments, Wealth Management..., Asset Allocation, Investment Advisory, Microsoft Excel, Investment Management, Separately Managed...
Education
Sam Houston State University 2008 — 2010
MBA, Economics
Invesco August 2013 - Present
Invesco Ltd. July 2011 - August 2013
Merrill Lynch August 2010 - July 2011
Skills
Financial Analysis, ETFs, Series 7, Series 63, Investment Strategies, Microsoft Office, Alternative Investments, Wealth Management..., Asset Allocation, Investment Advisory, Microsoft Excel, Investment Management, Separately Managed...
Education
Sam Houston State University 2008 — 2010
MBA, Economics
Hal Schneider Hal Schneider's Invesco Experience April 1998 - August 2000
Job Creative Designer with Diverse Solutions
Industry Design
Experience
Financial Services Firm March 2011 - Present
Hal Schneider Design January 2002 - March 2014
Creaxion May 2008 - December 2010
HoneyBaked Ham September 2004 - May 2008
Pentagram June 2002 - September 2002
INVESCO April 1998 - August 2000
Skills
Adobe Creative Suite, Advertising, Graphic Design, Logo Design, Campaign Strategies, Digital Marketing, Email Marketing, Marketing Strategy, Brand Developement, Brand Development, Microsoft Office, Creative Direction, Exhibit Design, Direct Mail, Graphics, Online Advertising, Integrated Marketing, Brochures, Typography, Layout, Marketing, Collateral, Corporate Identity, Art Direction, Branding & Identity, InDesign, Illustrator, Creative Strategy, Direct Marketing
Education
Portfolio Center 2000 — 2002
Graphic Design
University of Florida 1991 — 1996
B.S. in Business Administration, Finance
Dunwoody high school 1987 — 1991
Financial Services Firm March 2011 - Present
Hal Schneider Design January 2002 - March 2014
Creaxion May 2008 - December 2010
HoneyBaked Ham September 2004 - May 2008
Pentagram June 2002 - September 2002
INVESCO April 1998 - August 2000
Skills
Adobe Creative Suite, Advertising, Graphic Design, Logo Design, Campaign Strategies, Digital Marketing, Email Marketing, Marketing Strategy, Brand Developement, Brand Development, Microsoft Office, Creative Direction, Exhibit Design, Direct Mail, Graphics, Online Advertising, Integrated Marketing, Brochures, Typography, Layout, Marketing, Collateral, Corporate Identity, Art Direction, Branding & Identity, InDesign, Illustrator, Creative Strategy, Direct Marketing
Education
Portfolio Center 2000 — 2002
Graphic Design
University of Florida 1991 — 1996
B.S. in Business Administration, Finance
Dunwoody high school 1987 — 1991
Alyson Miller, FMP Alyson Miller, FMP's Invesco Experience January 2008 - Present
Job Global Corporate Properties Coordinator
Industry Investment Management
Experience
Invesco January 2008 - Present
Martin Company October 2001 - October 2007
Fugro LCT February 1998 - October 2001
Skills
Purchasing, Purchase Orders, Budget Monitoring, Budget Reconciliation, Capital Budgeting, Expenditure Control, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Invoice Processing, Construction..., Facilities Management, Leases, Project Management, Training
Education
Salem International University 1989 — 1991
Associate of Arts (A.A.), Equestrian/Equine Studies
International Facilities Management Association
Facility Management Professional Cedential, Facility Management
Invesco January 2008 - Present
Martin Company October 2001 - October 2007
Fugro LCT February 1998 - October 2001
Skills
Purchasing, Purchase Orders, Budget Monitoring, Budget Reconciliation, Capital Budgeting, Expenditure Control, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Invoice Processing, Construction..., Facilities Management, Leases, Project Management, Training
Education
Salem International University 1989 — 1991
Associate of Arts (A.A.), Equestrian/Equine Studies
International Facilities Management Association
Facility Management Professional Cedential, Facility Management
Stephen LeLaurin Stephen LeLaurin's Invesco Experience June 1996 - February 2015
Job Retired Investor Living on a Pension
Industry Leisure, Travel & Tourism
Experience
INVESCO June 1996 - February 2015
Aetna Life Insurance Company June 1970 - June 1996
Skills
Asset Allocation, Fixed Income, Portfolio Management, Asset Managment, Investments
Education
Sewanee-The University of the South 1966 — 1970
Mathematics
Meridian High School 1963 — 1966
HS
INVESCO June 1996 - February 2015
Aetna Life Insurance Company June 1970 - June 1996
Skills
Asset Allocation, Fixed Income, Portfolio Management, Asset Managment, Investments
Education
Sewanee-The University of the South 1966 — 1970
Mathematics
Meridian High School 1963 — 1966
HS
Ellen Clark Ellen Clark's Invesco Experience March 1990 - December 1995
Job Senior Managing Consultant at PFM Asset Management LLC
Industry Financial Services
Experience
PFM Asset Management LLC March 2012 - Present
Immaculate Conception Academy October 2010 - September 2011
Watson Wyatt August 1996 - October 2005
INVESCO March 1990 - December 1995
Kidder Peabody & Co April 1981 - February 1990
Skills
Relationship Development, Investments, Asset Allocation, Research, Endowments, 401k, Pension Funds, Alternative Investments, Series 7, Series 63, Bonds, Investment Management, Retirement, Mutual Funds, Retirement Plan..., Wealth Management, Portfolio Management, Asset Managment, Equities, Fixed Income, Hedge Funds
Education
Seattle University 1982 — 1990
MBA, Finance/Marketing
Whitman College 1976 — 1980
BA, Psychology
PFM Asset Management LLC March 2012 - Present
Immaculate Conception Academy October 2010 - September 2011
Watson Wyatt August 1996 - October 2005
INVESCO March 1990 - December 1995
Kidder Peabody & Co April 1981 - February 1990
Skills
Relationship Development, Investments, Asset Allocation, Research, Endowments, 401k, Pension Funds, Alternative Investments, Series 7, Series 63, Bonds, Investment Management, Retirement, Mutual Funds, Retirement Plan..., Wealth Management, Portfolio Management, Asset Managment, Equities, Fixed Income, Hedge Funds
Education
Seattle University 1982 — 1990
MBA, Finance/Marketing
Whitman College 1976 — 1980
BA, Psychology
Nuren Geodakov Nuren Geodakov's Invesco Experience May 2006 - February 2009
Job Sr applications developer
Industry Information Technology and Services
Experience
Republic Bank May 2009 - Present
INVESCO May 2006 - February 2009
Dairyland Healthcare Solutions April 2003 - May 2006
Kronos Connect August 2001 - March 2003
Seven Lands Software May 2001 - July 2001
Gordon-Darby Inc November 1999 - April 2001
Skills
Agile Methodologies, Microsoft SQL Server, SQL, ASP.NET, Software Project..., Visual Studio, Software Development, Web Services, ASP, IIS, Perl, JavaScript
Education
Saint Petersburg State University
PhD, Applied Mathematics, equations of Mathematical Physics, hydro and aero-dynamics, Probability Theory
Republic Bank May 2009 - Present
INVESCO May 2006 - February 2009
Dairyland Healthcare Solutions April 2003 - May 2006
Kronos Connect August 2001 - March 2003
Seven Lands Software May 2001 - July 2001
Gordon-Darby Inc November 1999 - April 2001
Skills
Agile Methodologies, Microsoft SQL Server, SQL, ASP.NET, Software Project..., Visual Studio, Software Development, Web Services, ASP, IIS, Perl, JavaScript
Education
Saint Petersburg State University
PhD, Applied Mathematics, equations of Mathematical Physics, hydro and aero-dynamics, Probability Theory
Jim Ryan Jim Ryan's Invesco Experience May 2010 - July 2013
Job Head of National Accounts at Behringer
Industry Financial Services
Experience
Behringer August 2014 - Present
INVESCO May 2010 - July 2013
Van Kampen Investments 1996 - 2010
Van Kampen Investments 1982 - 1996
Skills
Customer Service, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Client Development, Leadership, Competitive Analysis, Profitability..., Syndicate Management, Initiative, Mentoring, Revenue Sharing..., Board Room Presenting, Decision Making, Business Ethics, Work Ethic, P&L Budget Management, Portfolio Construction, Sales Management, Investment Product..., Portfolio Management, Business Development, P&L Management, Alternative Investments, Asset Management, Sales, Investments, Management, Mutual Funds, Series 63, Series 7
Education
Northern Illinois University - College of Business
Bachelor of Science (B.S.), Finance
Behringer August 2014 - Present
INVESCO May 2010 - July 2013
Van Kampen Investments 1996 - 2010
Van Kampen Investments 1982 - 1996
Skills
Customer Service, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Client Development, Leadership, Competitive Analysis, Profitability..., Syndicate Management, Initiative, Mentoring, Revenue Sharing..., Board Room Presenting, Decision Making, Business Ethics, Work Ethic, P&L Budget Management, Portfolio Construction, Sales Management, Investment Product..., Portfolio Management, Business Development, P&L Management, Alternative Investments, Asset Management, Sales, Investments, Management, Mutual Funds, Series 63, Series 7
Education
Northern Illinois University - College of Business
Bachelor of Science (B.S.), Finance
Subbu Manikonda Subbu Manikonda's Invesco Experience February 2011 - June 2013
Job Senior .Net Consultant
Industry Computer Software
Experience
HP Software July 2013 - Present
Invesco February 2011 - June 2013
Ness Technologies May 2009 - February 2011
Excel Soft Services September 2005 - March 2009
Skills
ASP.NET, Web Services, C#, Microsoft SQL Server, Oracle, Crystal Reports, VB.NET, JavaScript, SharePoint, jQuery, Design Patterns, ASP.NET AJAX, CSS Javascript, ASP, LINQ, ASP.NET MVC, C# 4.0, Entity Framework, WCF Services, RESTful WebServices, IIS, TFS, RUP Methodologies, Agile & Waterfall..., Infragistics, SSRS, WPF Development, WPF, MVVM, .NET, Software Project..., SDLC, Requirements Analysis, Java
Education
Osmania University
Master of Computer Applications (MCA), Computer Science, Distinction
Osmania University
Bachelor of Computer Applications, Computer Science
Vikas Jr Colleage
ZPP High School
HP Software July 2013 - Present
Invesco February 2011 - June 2013
Ness Technologies May 2009 - February 2011
Excel Soft Services September 2005 - March 2009
Skills
ASP.NET, Web Services, C#, Microsoft SQL Server, Oracle, Crystal Reports, VB.NET, JavaScript, SharePoint, jQuery, Design Patterns, ASP.NET AJAX, CSS Javascript, ASP, LINQ, ASP.NET MVC, C# 4.0, Entity Framework, WCF Services, RESTful WebServices, IIS, TFS, RUP Methodologies, Agile & Waterfall..., Infragistics, SSRS, WPF Development, WPF, MVVM, .NET, Software Project..., SDLC, Requirements Analysis, Java
Education
Osmania University
Master of Computer Applications (MCA), Computer Science, Distinction
Osmania University
Bachelor of Computer Applications, Computer Science
Vikas Jr Colleage
ZPP High School
Tucker Wincele Tucker Wincele's Invesco Experience August 2014 - Present
Job Real Estate Investment Analyst
Industry Real Estate
Experience
Invesco August 2014 - Present
Invesco June 2013 - March 2014
Johnson Capital January 2012 - May 2013
Hunt Properties May 2012 - August 2012
Stream Realty Partners June 2011 - August 2011
San Diego State University July 2009 - July 2010
Hansen Summer Institute on Leadership and International Cooperation June 2009 - July 2009
The Daily Aztec January 2008 - July 2009
Skills
Financial Modeling, CoStar, Capital Markets, Underwriting, Real Estate Acquisitions, Argus Modeling
Education
Southern Methodist University 2010 — 2014
JD/MBA
San Diego State University-California State University 2006 — 2010
Bachelor's Degree, Political Science
Invesco August 2014 - Present
Invesco June 2013 - March 2014
Johnson Capital January 2012 - May 2013
Hunt Properties May 2012 - August 2012
Stream Realty Partners June 2011 - August 2011
San Diego State University July 2009 - July 2010
Hansen Summer Institute on Leadership and International Cooperation June 2009 - July 2009
The Daily Aztec January 2008 - July 2009
Skills
Financial Modeling, CoStar, Capital Markets, Underwriting, Real Estate Acquisitions, Argus Modeling
Education
Southern Methodist University 2010 — 2014
JD/MBA
San Diego State University-California State University 2006 — 2010
Bachelor's Degree, Political Science
Asi Shoshan Asi Shoshan's Invesco Experience June 2003 - April 2005
Job Web Developer at Wiredbase
Industry Internet
Experience
Wiredbase June 2011 - Present
Gomes Professional Corporation March 2013 - Present
GS Investments Inc. June 2007 - April 2013
Franklin Templeton Investments September 2005 - May 2007
Invesco June 2003 - April 2005
Wanie & Co., Chartered Accountants September 2000 - May 2003
Skills
Asset Managment, Investments, Financial Analysis, Finance, Budgets, Investment Management, Business Strategy, Equities, Commercial Real Estate, Customer Service, Portfolio Management
Education
Ryerson University
Accounting and Finance
Wiredbase June 2011 - Present
Gomes Professional Corporation March 2013 - Present
GS Investments Inc. June 2007 - April 2013
Franklin Templeton Investments September 2005 - May 2007
Invesco June 2003 - April 2005
Wanie & Co., Chartered Accountants September 2000 - May 2003
Skills
Asset Managment, Investments, Financial Analysis, Finance, Budgets, Investment Management, Business Strategy, Equities, Commercial Real Estate, Customer Service, Portfolio Management
Education
Ryerson University
Accounting and Finance
Doug Hodge, CPA Doug Hodge, CPA's Invesco Experience April 2013 - July 2013
Job Controller at First Colony Financial Corporation
Industry Accounting
Experience
First Colony Financial Corporation May 2015 - Present
Rowland and Associates, LLC November 2013 - May 2015
Robert Half Management Resources July 2014 - November 2014
Invesco April 2013 - July 2013
Randstad Finance & Accounting November 2012 - April 2013
AT&T Mobility September 2001 - September 2012
McClellan, Bridges, Rowland and Co., LLC August 1999 - September 2001
Medaphis Corporation June 1998 - August 1999
Digital Television Services April 1997 - June 1998
Atlanta Auto Auction November 1995 - April 1997
Skills
Financial Reporting, Accounting, Financial Analysis, Finance, Hyperion Enterprise, Internal Audit, US GAAP, Cash Management, Cash Flow, Financial Forecasting, Accounts Payable, SEC filings, Account Reconciliation, Consolidation, Sarbanes-Oxley, Accounts Receivable, Due Diligence, QuickBooks, PeopleSoft
Education
Miami University 1987 — 1991
B.S. Business, Accounting
First Colony Financial Corporation May 2015 - Present
Rowland and Associates, LLC November 2013 - May 2015
Robert Half Management Resources July 2014 - November 2014
Invesco April 2013 - July 2013
Randstad Finance & Accounting November 2012 - April 2013
AT&T Mobility September 2001 - September 2012
McClellan, Bridges, Rowland and Co., LLC August 1999 - September 2001
Medaphis Corporation June 1998 - August 1999
Digital Television Services April 1997 - June 1998
Atlanta Auto Auction November 1995 - April 1997
Skills
Financial Reporting, Accounting, Financial Analysis, Finance, Hyperion Enterprise, Internal Audit, US GAAP, Cash Management, Cash Flow, Financial Forecasting, Accounts Payable, SEC filings, Account Reconciliation, Consolidation, Sarbanes-Oxley, Accounts Receivable, Due Diligence, QuickBooks, PeopleSoft
Education
Miami University 1987 — 1991
B.S. Business, Accounting
Steven Cox, CFA Steven Cox, CFA's Invesco Experience 1991 - 2003
Job President at Providence Financial Advisors, LLC
Industry Investment Management
Experience
Providence Financial Advisors, LLC February 2003 - Present
INVESCO 1991 - 2003
Financial Counselors, Inc. January 1990 - January 1991
DeMarche Associates Inc September 1985 - January 1990
Skills
Investments, Retirement Planning, Investment Management, Strategic Financial..., Asset Allocation, Small Business, Investment Advisory, Portfolio Management, Mutual Funds, Wealth Management, Personal Finance, Investment Strategies, ETFs, Asset Managment, Retirement, Alternative Investments, Equities
Education
Southwest Baptist University 1978 — 1982
Bachelor of Arts, Business and Religion
Providence Financial Advisors, LLC February 2003 - Present
INVESCO 1991 - 2003
Financial Counselors, Inc. January 1990 - January 1991
DeMarche Associates Inc September 1985 - January 1990
Skills
Investments, Retirement Planning, Investment Management, Strategic Financial..., Asset Allocation, Small Business, Investment Advisory, Portfolio Management, Mutual Funds, Wealth Management, Personal Finance, Investment Strategies, ETFs, Asset Managment, Retirement, Alternative Investments, Equities
Education
Southwest Baptist University 1978 — 1982
Bachelor of Arts, Business and Religion
Billy J.D. Johnson MBA, FLMI, ACS Billy J.D. Johnson MBA, FLMI, ACS's Invesco Experience February 2004 - May 2006
Job Internal Wholesaler (Annuities) at AIG
Industry Insurance
Experience
AIG January 2015 - Present
AIG March 2014 - January 2015
AIG February 2013 - February 2014
AIG September 2011 - January 2013
AIG September 2007 - September 2011
Datascesion June 2006 - August 2007
Invesco February 2004 - May 2006
American National Insurance March 2002 - February 2004
Charles Schwab October 2000 - December 2001
FIRST USA, Inc September 1998 - October 2000
Skills
Fixed Annuities, Insurance, Retirement, Life Insurance, 401k, Retirement Planning, Mutual Funds, Customer Service, Disability Insurance, Call Centers, Leadership, Insurance licensing, Term Life Insurance, Financial Services, Variable Annuities, Project Management, Call Center, customer relations, Team Leadership, Qualified Retirement..., Bonds, Equity Indexed Annuities, IRAs, Whole Life, Securities, Pension Administration, Pension Funds, Erisa, Salesforce.com
Education
Sul Ross State University 2011 — 2013
Master of Business Administration (M.B.A.)
Sam Houston State University 1987 — 1992
Bachelor of Arts (B.A.), Sociology
AIG January 2015 - Present
AIG March 2014 - January 2015
AIG February 2013 - February 2014
AIG September 2011 - January 2013
AIG September 2007 - September 2011
Datascesion June 2006 - August 2007
Invesco February 2004 - May 2006
American National Insurance March 2002 - February 2004
Charles Schwab October 2000 - December 2001
FIRST USA, Inc September 1998 - October 2000
Skills
Fixed Annuities, Insurance, Retirement, Life Insurance, 401k, Retirement Planning, Mutual Funds, Customer Service, Disability Insurance, Call Centers, Leadership, Insurance licensing, Term Life Insurance, Financial Services, Variable Annuities, Project Management, Call Center, customer relations, Team Leadership, Qualified Retirement..., Bonds, Equity Indexed Annuities, IRAs, Whole Life, Securities, Pension Administration, Pension Funds, Erisa, Salesforce.com
Education
Sul Ross State University 2011 — 2013
Master of Business Administration (M.B.A.)
Sam Houston State University 1987 — 1992
Bachelor of Arts (B.A.), Sociology
Jaleesa Frank's Invesco Experience April 2013 - December 2013
Job Auditor II at CenterPoint Energy
Industry Accounting
Experience
CenterPoint Energy February 2015 - Present
Grant Thornton LLP January 2014 - January 2015
Invesco April 2013 - December 2013
Skills
Auditing, Microsoft Excel, Financial Reporting, Account Reconciliation, Access, Finance, Financial Analysis, Journal Entries, Microsoft Word, Time Management, Accounting, SAP
Education
Prairie View A&M University 2013 — 2014
Master of Science (M.S.), Accounting
University of Houston 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
CenterPoint Energy February 2015 - Present
Grant Thornton LLP January 2014 - January 2015
Invesco April 2013 - December 2013
Skills
Auditing, Microsoft Excel, Financial Reporting, Account Reconciliation, Access, Finance, Financial Analysis, Journal Entries, Microsoft Word, Time Management, Accounting, SAP
Education
Prairie View A&M University 2013 — 2014
Master of Science (M.S.), Accounting
University of Houston 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Neeraj Budhi Neeraj Budhi's Invesco Experience September 1998 - April 1999
Job SAP BW BOBJ HANA Certified Solution Architect at KPMG
Industry Computer Software
Experience
KPMG May 2013 - Present
Church & Dwight, Co., Inc. January 2011 - April 2013
Johnson & Johnson November 2009 - December 2010
Johnson & Johnson April 2008 - October 2009
UBS Investment Bank April 2003 - April 2008
Ocwen Financial Corporation May 2000 - March 2003
JPMorgan Chase May 1999 - April 2000
Invesco September 1998 - April 1999
COBE Cardiovascular April 1998 - September 1998
Nabisco September 1997 - March 1998
Skills
Data Warehousing, SAP BI, SAP BW, Business Objects, ABAP, Web Intelligence, SAP Netweaver, SAP ERP, SAP, Business Intelligence, ERP, Data Migration, Business Analysis, Business Process, Dashboard, SAP Implementation, Requirements Analysis, Consulting, Integration, SAP CRM, SDLC, SAP HANA, ETL, Data Modeling
Education
Osmania University 1992 — 1994
Masters, Applied Mathematics
KPMG May 2013 - Present
Church & Dwight, Co., Inc. January 2011 - April 2013
Johnson & Johnson November 2009 - December 2010
Johnson & Johnson April 2008 - October 2009
UBS Investment Bank April 2003 - April 2008
Ocwen Financial Corporation May 2000 - March 2003
JPMorgan Chase May 1999 - April 2000
Invesco September 1998 - April 1999
COBE Cardiovascular April 1998 - September 1998
Nabisco September 1997 - March 1998
Skills
Data Warehousing, SAP BI, SAP BW, Business Objects, ABAP, Web Intelligence, SAP Netweaver, SAP ERP, SAP, Business Intelligence, ERP, Data Migration, Business Analysis, Business Process, Dashboard, SAP Implementation, Requirements Analysis, Consulting, Integration, SAP CRM, SDLC, SAP HANA, ETL, Data Modeling
Education
Osmania University 1992 — 1994
Masters, Applied Mathematics
Michael Vice Michael Vice's Invesco Experience August 2001 - January 2005
Job Asset360 Implementation Specialist at Universal Hospital Services
Industry Medical Devices
Experience
Universal Hospital Services May 2015 - Present
Universal Hospital Services July 2010 - Present
Universal Hospital Services February 2006 - July 2010
Invesco August 2001 - January 2005
Invesco July 1998 - August 2001
Rent-A-Center March 1994 - July 1998
Office of the Comptroller of the Currency June 1991 - August 1992
US Army May 1986 - July 1989
Skills
Operations Management, Strategic Planning, Sales Operations, Management, Process Improvement, Training, Managerial Finance, Continuous Improvement, Project Management, Team Building, Budgets, New Business Development, Leadership, Contract Negotiation, Cross-functional Team..., Healthcare, Sales, Sales Management, Inventory Management, Team Leadership, Forecasting, Microsoft Office, Logistics, Account Management, Customer Satisfaction, Coaching, Supply Chain Management, Operational Excellence, Customer Service, Medical Devices, Hospitals
Education
Sam Houston State University 1989 — 1992
BBA, Finance, 3.63/4.0
Southern Nazarene University 1983 — 1986
Chemistry
Universal Hospital Services May 2015 - Present
Universal Hospital Services July 2010 - Present
Universal Hospital Services February 2006 - July 2010
Invesco August 2001 - January 2005
Invesco July 1998 - August 2001
Rent-A-Center March 1994 - July 1998
Office of the Comptroller of the Currency June 1991 - August 1992
US Army May 1986 - July 1989
Skills
Operations Management, Strategic Planning, Sales Operations, Management, Process Improvement, Training, Managerial Finance, Continuous Improvement, Project Management, Team Building, Budgets, New Business Development, Leadership, Contract Negotiation, Cross-functional Team..., Healthcare, Sales, Sales Management, Inventory Management, Team Leadership, Forecasting, Microsoft Office, Logistics, Account Management, Customer Satisfaction, Coaching, Supply Chain Management, Operational Excellence, Customer Service, Medical Devices, Hospitals
Education
Sam Houston State University 1989 — 1992
BBA, Finance, 3.63/4.0
Southern Nazarene University 1983 — 1986
Chemistry
Brian Houdeshell Brian Houdeshell's Invesco Experience 2013 - 2015
Job Finance (Contractor) at RockTenn Company
Industry Financial Services
Experience
Invesco 2013 - 2015
ohmG! Brands 2012 - 2013
SunTrust Banks, Inc 2001 - 2012
Summit Bancorp 1995 - 2001
Summit Bancorp 1986 - 1995
Skills
Banking, Mergers, Risk Management, Financial Analysis, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Financial Services, Project Management, Business Analysis, Strategy, Vendor Management, Process Improvement, Management, Finance, Analysis, Due Diligence, Budgets, Business Planning, Leadership, Managerial Finance, Strategic Planning, Forecasting, Negotiation
Education
Rider University, MBA 1999 — 2001
MBA, Business / Finance
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1986
BS, Mathematics and Computer Science
Invesco 2013 - 2015
ohmG! Brands 2012 - 2013
SunTrust Banks, Inc 2001 - 2012
Summit Bancorp 1995 - 2001
Summit Bancorp 1986 - 1995
Skills
Banking, Mergers, Risk Management, Financial Analysis, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Financial Services, Project Management, Business Analysis, Strategy, Vendor Management, Process Improvement, Management, Finance, Analysis, Due Diligence, Budgets, Business Planning, Leadership, Managerial Finance, Strategic Planning, Forecasting, Negotiation
Education
Rider University, MBA 1999 — 2001
MBA, Business / Finance
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1986
BS, Mathematics and Computer Science
Brant Brown Brant Brown's Invesco Experience July 2007 - July 2012
Job Financial Executive | VP+ ✮ Providing Solutions for Growth Companies ✮ CPA + MBA
Industry Financial Services
Experience
Financial Executives International (FEI) - Dallas Chapter 2014 - Present
Nationstar Mortgage August 2012 - July 2015
Dallas Business Club 2010 - December 2013
Invesco July 2007 - July 2012
Ashford Hospitality Trust June 2005 - July 2007
Merit Energy Company May 2003 - June 2005
Williams Communications December 2001 - May 2003
Skills
Investments, Alternative Investments, Real Estate Investment, Excel, Real Estate Finance, MBA Finance, Investment Properties, Corporate FP&A, Financial Analysis, Financial Modeling, Corporate Finance, Residential Mortgages, Mortgage Servicing, Investment Performance, Team Building, Financial Forecasting, Social Networking, Forecasting, Attribution Modeling, Valuation, Real Estate, Microsoft Excel, Real Estate Economics, Business Valuation, Acquisition Integration, Treasury Management, Leadership, Investment Strategies, Budgets, Accounting, Credit, Investor Relations, Analysis, Loans, Mutual Funds, Due Diligence, Mergers & Acquisitions, Finance, Strategy, Management, Portfolio Management, Strategic Planning, Private Equity, Financial Reporting, Controllers, CFOs, Financial Services, Corporate Communications
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance
MBA Disney Institute Program 2009 — 2009
Creating and Sustaining a Service Culture
The University of Kansas
BS in Business, Business Admin & Accounting
Financial Executives International (FEI) - Dallas Chapter 2014 - Present
Nationstar Mortgage August 2012 - July 2015
Dallas Business Club 2010 - December 2013
Invesco July 2007 - July 2012
Ashford Hospitality Trust June 2005 - July 2007
Merit Energy Company May 2003 - June 2005
Williams Communications December 2001 - May 2003
Skills
Investments, Alternative Investments, Real Estate Investment, Excel, Real Estate Finance, MBA Finance, Investment Properties, Corporate FP&A, Financial Analysis, Financial Modeling, Corporate Finance, Residential Mortgages, Mortgage Servicing, Investment Performance, Team Building, Financial Forecasting, Social Networking, Forecasting, Attribution Modeling, Valuation, Real Estate, Microsoft Excel, Real Estate Economics, Business Valuation, Acquisition Integration, Treasury Management, Leadership, Investment Strategies, Budgets, Accounting, Credit, Investor Relations, Analysis, Loans, Mutual Funds, Due Diligence, Mergers & Acquisitions, Finance, Strategy, Management, Portfolio Management, Strategic Planning, Private Equity, Financial Reporting, Controllers, CFOs, Financial Services, Corporate Communications
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance
MBA Disney Institute Program 2009 — 2009
Creating and Sustaining a Service Culture
The University of Kansas
BS in Business, Business Admin & Accounting
Sam Gupta Sam Gupta's Invesco Experience 2001 - 2004
Job Program Director (Financial Services sector)
Industry Financial Services
Experience
REEMAS Consulting January 2014 - Present
XL Group February 2013 - January 2014
Bank of America Merrill Lynch 2008 - 2013
Geller & Company May 2008 - September 2008
Avaya March 2007 - May 2008
JP Morgan Chase January 2006 - 2007
The Royal Collections Trust 2004 - 2006
The Johnsson Group 2005 - 2005
INVESCO 2001 - 2004
Dresdner Kleinwort Wasserstein 2000 - 2001
Skills
Process Improvement, Project Execution, Project Delivery, Project Portfolio..., Project Implementation, Project Planning, Program Management, Program Implementation, PMO, Budgeting, Financial Analysis, Financial Management, Financial Reporting, Financial Modeling, Project Finance, Banking, Investment Banking, Retail Banking, Asset Management, Change Management, Business Analysis, Vendor Management, Portfolio Management, Business Strategy, Team Leadership, SDLC, Business Process..., Requirements Analysis, Business Management, MS Project, Excel, Visio, Performance Metrics, Financial Systems, Financial Sector, Project Management, Management, Financial Services, Insurance, Leadership, Integration, Consulting, PMP, Budgets, Risk Management, Analysis
Education
Royal Holloway, University of London 1992 — 1996
BSc(HONS), Management Studies
Bancroft's School 1984 — 1991
Snaresbrook Primary
REEMAS Consulting January 2014 - Present
XL Group February 2013 - January 2014
Bank of America Merrill Lynch 2008 - 2013
Geller & Company May 2008 - September 2008
Avaya March 2007 - May 2008
JP Morgan Chase January 2006 - 2007
The Royal Collections Trust 2004 - 2006
The Johnsson Group 2005 - 2005
INVESCO 2001 - 2004
Dresdner Kleinwort Wasserstein 2000 - 2001
Skills
Process Improvement, Project Execution, Project Delivery, Project Portfolio..., Project Implementation, Project Planning, Program Management, Program Implementation, PMO, Budgeting, Financial Analysis, Financial Management, Financial Reporting, Financial Modeling, Project Finance, Banking, Investment Banking, Retail Banking, Asset Management, Change Management, Business Analysis, Vendor Management, Portfolio Management, Business Strategy, Team Leadership, SDLC, Business Process..., Requirements Analysis, Business Management, MS Project, Excel, Visio, Performance Metrics, Financial Systems, Financial Sector, Project Management, Management, Financial Services, Insurance, Leadership, Integration, Consulting, PMP, Budgets, Risk Management, Analysis
Education
Royal Holloway, University of London 1992 — 1996
BSc(HONS), Management Studies
Bancroft's School 1984 — 1991
Snaresbrook Primary
Dom Nelson, MBA CRISC's Invesco Experience January 2001 - July 2007
Job Lean Sigma Facilitator at Chevron Deepwater Business Unit
Industry Oil & Energy
Experience
Chevron 2015 - Present
Chevron August 2013 - March 2015
Chevron January 2010 - July 2013
Chevron August 2007 - December 2009
INVESCO January 2001 - July 2007
Skills
Operational Excellence, Lean Sigma, Sarbanes-Oxley, Project Management, Business Process..., Six Sigma, Energy, Risk Management, Visio, MS Project, Business Analysis, ITIL, Sarbanes-Oxley Act, Vendor Management, Process Engineering, Security, Oracle, Change Management, SQL, SAP, Process Improvement, Business Planning, SharePoint, Management, Business Process, Internal Controls, Software Documentation, Analysis, Business Intelligence, SDLC, Team Leadership, IT Strategy, Business Requirements, Requirements Gathering, Microsoft Project
Education
University of Houston 2005 — 2006
Project management
Texas Southern University 2002 — 2003
MBA, Business Administration
University of Houston 1996 — 2001
BBA, Management Information Systems
University of Houston, C.T. Bauer College of Business 1996 — 2000
Bachelors, Management Information Systems
Project Blueprint
Project Blueprint
Project Blueprint
Project Blueprint
Rice University
Chevron 2015 - Present
Chevron August 2013 - March 2015
Chevron January 2010 - July 2013
Chevron August 2007 - December 2009
INVESCO January 2001 - July 2007
Skills
Operational Excellence, Lean Sigma, Sarbanes-Oxley, Project Management, Business Process..., Six Sigma, Energy, Risk Management, Visio, MS Project, Business Analysis, ITIL, Sarbanes-Oxley Act, Vendor Management, Process Engineering, Security, Oracle, Change Management, SQL, SAP, Process Improvement, Business Planning, SharePoint, Management, Business Process, Internal Controls, Software Documentation, Analysis, Business Intelligence, SDLC, Team Leadership, IT Strategy, Business Requirements, Requirements Gathering, Microsoft Project
Education
University of Houston 2005 — 2006
Project management
Texas Southern University 2002 — 2003
MBA, Business Administration
University of Houston 1996 — 2001
BBA, Management Information Systems
University of Houston, C.T. Bauer College of Business 1996 — 2000
Bachelors, Management Information Systems
Project Blueprint
Project Blueprint
Project Blueprint
Project Blueprint
Rice University
Lynn Frost Lynn Frost's Invesco Experience September 2001 - Present
Job Sr. Portfolio Administrator at INVESCO
Industry Investment Management
Experience
INVESCO September 2001 - Present
Skills
Securities, Asset Managment, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, ETFs, Series 63, Accounting, Hedge Funds, Equities, Portfolio Management, Risk Management, Financial Services, Wealth Management, Investments, Investment Management, Series 24, Investment Advisory, Investment Strategies
Education
San Jacinto College 1983 — 1985
Westbury High School 1981 — 1983
INVESCO September 2001 - Present
Skills
Securities, Asset Managment, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, ETFs, Series 63, Accounting, Hedge Funds, Equities, Portfolio Management, Risk Management, Financial Services, Wealth Management, Investments, Investment Management, Series 24, Investment Advisory, Investment Strategies
Education
San Jacinto College 1983 — 1985
Westbury High School 1981 — 1983
Bryan Vickrey Bryan Vickrey's Invesco Experience August 1991 - Present
Job Executive Director, Sr. Trader at Invesco
Industry Financial Services
Experience
Invesco August 1991 - Present
Education
University of St. Thomas (TX) 1993 — 1995
MBA, Finance
Oklahoma Christian University 1987 — 1991
Invesco August 1991 - Present
Education
University of St. Thomas (TX) 1993 — 1995
MBA, Finance
Oklahoma Christian University 1987 — 1991
Ryan Reedom's Invesco Experience June 2005 - December 2006
Job Owner/CEO at A Graceful Way InHome Care
Industry Hospital & Health Care
Experience
A Graceful Way In-Home Care August 2009 - Present
self December 1983 - Present
Schonfeld Securities January 2007 - January 2010
Opus Atlanta January 2007 - January 2010
Invesco Ltd. June 2005 - December 2006
INVESCO June 2005 - December 2006
Skills
Risk Management, Equities, Trading, Fixed Income, Management
Education
Morehouse College 2002 — 2006
Business Administration, Finance
Morehouse College 2002 — 2006
Bachelors, Arts; Business Administration Finance Concentration Spanish
Universidad de Alicante
Bachelor of Business Administration (B.B.A.)
A Graceful Way In-Home Care August 2009 - Present
self December 1983 - Present
Schonfeld Securities January 2007 - January 2010
Opus Atlanta January 2007 - January 2010
Invesco Ltd. June 2005 - December 2006
INVESCO June 2005 - December 2006
Skills
Risk Management, Equities, Trading, Fixed Income, Management
Education
Morehouse College 2002 — 2006
Business Administration, Finance
Morehouse College 2002 — 2006
Bachelors, Arts; Business Administration Finance Concentration Spanish
Universidad de Alicante
Bachelor of Business Administration (B.B.A.)
Kamala Sachidanandan Kamala Sachidanandan's Invesco Experience November 2014 - Present
Job Deputy Chief Compliance Officer at Invesco
Industry
Experience
Invesco November 2014 - Present
Invesco October 1996 - Present
Skills
SaaS, Series 7, Enterprise Software, Securities, Project Management, Series 6, Mutual Funds, Series 63, Financial Services, Strategic Planning
Education
Smith College
Invesco November 2014 - Present
Invesco October 1996 - Present
Skills
SaaS, Series 7, Enterprise Software, Securities, Project Management, Series 6, Mutual Funds, Series 63, Financial Services, Strategic Planning
Education
Smith College
Darren Snow Darren Snow's Invesco Experience June 2001 - June 2003
Job Founder and President K2 Lending, Inc
Industry Financial Services
Experience
K2 Lending, Inc. December 2003 - Present
INVESCO June 2001 - June 2003
INVESCO August 1998 - June 2001
Circuit City July 1996 - August 1998
Circuit City July 1995 - July 1996
Skills
Series 7, Management, Investments, FHA, Strategic Planning, Analysis, Mortgage Consulting, Sales, Mortgage Lending, Sales Operations, Sales Management, Residential Homes, Marketing Strategy, Budgets, Training, Marketing, Investment Properties, Customer Service, Real Estate, First Time Home Buyers
Education
Old Dominion University 1993 — 1994
Continuing Education
Radford University 1987 — 1991
Bachelor of Science
K2 Lending, Inc. December 2003 - Present
INVESCO June 2001 - June 2003
INVESCO August 1998 - June 2001
Circuit City July 1996 - August 1998
Circuit City July 1995 - July 1996
Skills
Series 7, Management, Investments, FHA, Strategic Planning, Analysis, Mortgage Consulting, Sales, Mortgage Lending, Sales Operations, Sales Management, Residential Homes, Marketing Strategy, Budgets, Training, Marketing, Investment Properties, Customer Service, Real Estate, First Time Home Buyers
Education
Old Dominion University 1993 — 1994
Continuing Education
Radford University 1987 — 1991
Bachelor of Science
Erik Eck Erik Eck's Invesco Experience October 2007 - Present
Job Team Leader Investment Operations Applications at INVESCO
Industry Information Technology and Services
Experience
INVESCO October 2007 - Present
Realty Investment Club of Houston April 2005 - September 2007
Silver Oak Real Property Group November 2003 - September 2007
Accenture January 1996 - November 2003
Skills
Project Management, Management Consulting, Business Development, Strategy, CRM, Management, Team Building, Investments, Financial Services, Leadership, Executive Management
Education
San Diego State University-California State University 1990 — 1995
BS, Aerospace Engineering
INVESCO October 2007 - Present
Realty Investment Club of Houston April 2005 - September 2007
Silver Oak Real Property Group November 2003 - September 2007
Accenture January 1996 - November 2003
Skills
Project Management, Management Consulting, Business Development, Strategy, CRM, Management, Team Building, Investments, Financial Services, Leadership, Executive Management
Education
San Diego State University-California State University 1990 — 1995
BS, Aerospace Engineering
Heather Palasota Heather Palasota's Invesco Experience October 1998 - March 2003
Job High School Counselor at Cy Fair ISD
Industry Primary/Secondary Education
Experience
Cypress-Fairbanks I.S.D. July 2014 - Present
Chloe + Isabel Inc. April 2014 - Present
Cy Fair ISD August 2005 - June 2014
ANN INC. September 2003 - August 2005
Invesco October 1998 - March 2003
Skills
Lesson Planning, Tutoring, Classroom, Curriculum Design, Elementary Education, Curriculum Development, Staff Development, Differentiated..., Teaching, Educational Technology, Educational Leadership, Literacy, K-12, Teacher Training, Classroom Management, Public Speaking, Instructional Design, ESL, Higher Education, Special Education
Education
Sam Houston State University 2012 — 2013
Master of Education (M.Ed.), School Counseling
University of Houston, C.T. Bauer College of Business 1999 — 2000
Master of Business Administration (MBA), Marketing
Texas A&M University 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Cypress-Fairbanks I.S.D. July 2014 - Present
Chloe + Isabel Inc. April 2014 - Present
Cy Fair ISD August 2005 - June 2014
ANN INC. September 2003 - August 2005
Invesco October 1998 - March 2003
Skills
Lesson Planning, Tutoring, Classroom, Curriculum Design, Elementary Education, Curriculum Development, Staff Development, Differentiated..., Teaching, Educational Technology, Educational Leadership, Literacy, K-12, Teacher Training, Classroom Management, Public Speaking, Instructional Design, ESL, Higher Education, Special Education
Education
Sam Houston State University 2012 — 2013
Master of Education (M.Ed.), School Counseling
University of Houston, C.T. Bauer College of Business 1999 — 2000
Master of Business Administration (MBA), Marketing
Texas A&M University 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Kori Kautz Kori Kautz's Invesco Experience April 1997 - February 2000
Job Recruiter for USBank
Industry Banking
Experience
U.S. Bank February 2005 - Present
Advocare 2011 - Present
First Data Corporation February 2000 - May 2004
Invesco April 1997 - February 2000
Education
Nebraska Wesleyan University 1991 — 1995
U.S. Bank February 2005 - Present
Advocare 2011 - Present
First Data Corporation February 2000 - May 2004
Invesco April 1997 - February 2000
Education
Nebraska Wesleyan University 1991 — 1995
Sean W. Burke, CFP® Sean W. Burke, CFP®'s Invesco Experience April 2010 - Present
Job Regional Vice President at Invesco
Industry Financial Services
Experience
Invesco April 2010 - Present
John Hancock Life Insurance Company (U.S.A.) April 2009 - April 2010
Russell Investment Group June 2008 - October 2008
Claymore Securities June 2005 - June 2008
CH Robinson 2004 - 2005
Nuveen Investments May 2003 - August 2003
Skills
Series 7, Investments
Education
Miami University 1999 — 2003
Business, Finance
Invesco April 2010 - Present
John Hancock Life Insurance Company (U.S.A.) April 2009 - April 2010
Russell Investment Group June 2008 - October 2008
Claymore Securities June 2005 - June 2008
CH Robinson 2004 - 2005
Nuveen Investments May 2003 - August 2003
Skills
Series 7, Investments
Education
Miami University 1999 — 2003
Business, Finance
Edward Leung's Invesco Experience November 2007 - Present
Job Senior Quantitative Research Analyst at INVESCO
Industry Investment Management
Experience
INVESCO November 2007 - Present
Bear Stearns Asset Management August 2005 - November 2007
Standard & Poors November 2004 - August 2005
Columbia University September 2002 - May 2005
Standard & Poors March 2003 - November 2004
Knight Trading Group December 1999 - June 2002
Portfolio Management Associate July 1997 - July 1999
Skills
Hedge Funds, Equities, Asset Allocation, Hedging, Global Macro, Derivatives, Fixed Income, Bloomberg, Quantitative Analytics, Capital Markets, Financial Markets, Portfolio Management, VBA, Trading, Trading Strategies, Economics, Time Series Analysis
Education
University of Pennsylvania 1990 — 1997
Ph.D., Economics
Northwestern University 1986 — 1989
B.A., Economics
INVESCO November 2007 - Present
Bear Stearns Asset Management August 2005 - November 2007
Standard & Poors November 2004 - August 2005
Columbia University September 2002 - May 2005
Standard & Poors March 2003 - November 2004
Knight Trading Group December 1999 - June 2002
Portfolio Management Associate July 1997 - July 1999
Skills
Hedge Funds, Equities, Asset Allocation, Hedging, Global Macro, Derivatives, Fixed Income, Bloomberg, Quantitative Analytics, Capital Markets, Financial Markets, Portfolio Management, VBA, Trading, Trading Strategies, Economics, Time Series Analysis
Education
University of Pennsylvania 1990 — 1997
Ph.D., Economics
Northwestern University 1986 — 1989
B.A., Economics
Grant Jackson's Invesco Experience June 2005 - Present
Job Director, Associate Portfolio Manager for Invesco
Industry Investment Management
Experience
Invesco June 2005 - Present
Cogent Partners June 2004 - August 2004
PricewaterhouseCoopers, LLP May 2000 - August 2003
Skills
Valuation, Due Diligence, Financial Modeling, Asset Managment, Investments, Private Equity, Financial Analysis, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Capital Markets, Real Estate Economics, Risk Management, Equity Research, Process Improvement, Equity Valuation
Education
Southern Methodist University 2003 — 2005
MBA
University of Texas at Austin 1996 — 2000
Bachelor of Science, Mechanical Engineering
Invesco June 2005 - Present
Cogent Partners June 2004 - August 2004
PricewaterhouseCoopers, LLP May 2000 - August 2003
Skills
Valuation, Due Diligence, Financial Modeling, Asset Managment, Investments, Private Equity, Financial Analysis, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Capital Markets, Real Estate Economics, Risk Management, Equity Research, Process Improvement, Equity Valuation
Education
Southern Methodist University 2003 — 2005
MBA
University of Texas at Austin 1996 — 2000
Bachelor of Science, Mechanical Engineering
Delta Donohue's Invesco Experience Vice President - Investment OperationsINVESCO Funds GroupFebruary 1993 - December 2003
Job Director at INVESCO
Industry Financial Services
Experience
INVESCO Vice President - Investment OperationsINVESCO Funds GroupFebruary 1993 - December 2003
Education
Regis University
Masters, Org Communication
Regis University
BSBA, Finance and International Business
INVESCO Vice President - Investment OperationsINVESCO Funds GroupFebruary 1993 - December 2003
Education
Regis University
Masters, Org Communication
Regis University
BSBA, Finance and International Business
Matt Lowell's Invesco Experience December 2000 - July 2003
Job Financial Sales Consultant at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance November 2007 - Present
AIG January 2007 - November 2007
Hartman Management L.P. & Advanced Equities, Inc. August 2005 - August 2006
SEI Investments April 2004 - May 2005
Invesco December 2000 - July 2003
John Hancock Life Insurance Company (U.S.A.) March 1998 - December 2000
Skills
Mutual Funds, Insurance, Fixed Annuities, Life Insurance, Leadership, Financial Services, Mergers & Acquisitions, Banking, Sales, CRM, Pensions, Alternative Investments, Financial Advisory, Marketing, Investments, Retirement Planning, Variable Annuities
Education
Ohio University 1987 — 1991
BBA, Finance
Dublin Coffman High School 1983 — 1987
State Farm Insurance November 2007 - Present
AIG January 2007 - November 2007
Hartman Management L.P. & Advanced Equities, Inc. August 2005 - August 2006
SEI Investments April 2004 - May 2005
Invesco December 2000 - July 2003
John Hancock Life Insurance Company (U.S.A.) March 1998 - December 2000
Skills
Mutual Funds, Insurance, Fixed Annuities, Life Insurance, Leadership, Financial Services, Mergers & Acquisitions, Banking, Sales, CRM, Pensions, Alternative Investments, Financial Advisory, Marketing, Investments, Retirement Planning, Variable Annuities
Education
Ohio University 1987 — 1991
BBA, Finance
Dublin Coffman High School 1983 — 1987
Paul Power, CIMA®'s Invesco Experience 2008 - 2013
Job Director of Sales and Distribution at Equity Investment Corporation
Industry Financial Services
Experience
Equity Investment Corporation 2013 - Present
Invesco 2008 - 2013
Invesco 2005 - 2007
Invesco 2001 - 2005
INVESCO 1996 - 2001
Munder Capital Management 1991 - 1996
Morgan Stanley 1987 - 1990
Skills
Sales Management, Alternative Investments, Separately Managed..., Hedge Funds, Closed-end Funds, Asset Allocation, Business Development, Offshore Management, Fixed Income, Relationship Management, Series 7, Series 63, Series 24
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance/Marketing, Class Honors
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Finance, with High Distinction
Equity Investment Corporation 2013 - Present
Invesco 2008 - 2013
Invesco 2005 - 2007
Invesco 2001 - 2005
INVESCO 1996 - 2001
Munder Capital Management 1991 - 1996
Morgan Stanley 1987 - 1990
Skills
Sales Management, Alternative Investments, Separately Managed..., Hedge Funds, Closed-end Funds, Asset Allocation, Business Development, Offshore Management, Fixed Income, Relationship Management, Series 7, Series 63, Series 24
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance/Marketing, Class Honors
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Finance, with High Distinction
Ramla Hasanali's Invesco Experience 2011 - 2012
Job IT Solutions Manager at Be The Match operated by National Marrow Donor Program
Industry Information Technology and Services
Experience
Be The Match operated by National Marrow Donor Program 2014 - Present
Target 2012 - 2013
Invesco 2011 - 2012
Invesco 2008 - 2011
Invesco 2006 - 2008
Invesco 2004 - 2006
Invesco 2003 - 2004
Skills
Business Analysis, Fixed Income, Requirements Gathering, C#, Equities, SDLC Lifecycle..., People Skills, SharePoint, Cross-functional Team..., Data Warehousing, SDLC, Leadership, Visio, Program Management, IT Management, Portfolio Management
Education
Purdue University 1999 — 2002
Bachelors of Science, Computer Science
Be The Match operated by National Marrow Donor Program 2014 - Present
Target 2012 - 2013
Invesco 2011 - 2012
Invesco 2008 - 2011
Invesco 2006 - 2008
Invesco 2004 - 2006
Invesco 2003 - 2004
Skills
Business Analysis, Fixed Income, Requirements Gathering, C#, Equities, SDLC Lifecycle..., People Skills, SharePoint, Cross-functional Team..., Data Warehousing, SDLC, Leadership, Visio, Program Management, IT Management, Portfolio Management
Education
Purdue University 1999 — 2002
Bachelors of Science, Computer Science
Bill Hoppe's Invesco Experience 1988 - March 2011
Job Managing Director at BNY Mellon
Industry Investment Management
Experience
BNY Mellon January 2014 - Present
Arrowhd Financial Consultants/Houston Wealth Strategies July 2011 - January 2014
St. Thomas High School Foundation Board May 2004 - August 2011
Invesco Aim September 1988 - March 2011
Invesco 1988 - March 2011
Citicorp Investment Bank July 1985 - September 1988
Skills
Investments, Wealth Management, Sales Management, Cash Management, International Treasury..., Investment Professional, FINRA Series 24..., International Sales &..., Securities, Treasury, Mutual Funds, Investment Management, Banking, International, Portfolio Management, Fixed Income, Funding, Trading, Alternative Investments, Treasury Management, Asset Managment, Capital Markets, Equities, Money Market, Liquidity Management, Investment Strategies, Series 7
Education
Sam Houston State University 1975 — 1979
BBA, Management/ Economics/ Finance
BNY Mellon January 2014 - Present
Arrowhd Financial Consultants/Houston Wealth Strategies July 2011 - January 2014
St. Thomas High School Foundation Board May 2004 - August 2011
Invesco Aim September 1988 - March 2011
Invesco 1988 - March 2011
Citicorp Investment Bank July 1985 - September 1988
Skills
Investments, Wealth Management, Sales Management, Cash Management, International Treasury..., Investment Professional, FINRA Series 24..., International Sales &..., Securities, Treasury, Mutual Funds, Investment Management, Banking, International, Portfolio Management, Fixed Income, Funding, Trading, Alternative Investments, Treasury Management, Asset Managment, Capital Markets, Equities, Money Market, Liquidity Management, Investment Strategies, Series 7
Education
Sam Houston State University 1975 — 1979
BBA, Management/ Economics/ Finance
Kristen L McDowell's Invesco Experience March 2008 - March 2015
Job Senior Digital Business Analyst Team Lead at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. March 2015 - Present
Invesco March 2008 - March 2015
Invesco Aim January 2004 - March 2008
AIM Investments August 2000 - January 2004
AIM Investments June 1999 - August 2000
Skills
User Experience, Series 7, Investments, Requirements Gathering, Analysis, Client Services, Business Analysis, Process Improvement, Series 6, Sales, Customer Service, Mutual Funds
Education
Sam Houston State University 1994 — 1999
BBA, Marketing
Invesco Ltd. March 2015 - Present
Invesco March 2008 - March 2015
Invesco Aim January 2004 - March 2008
AIM Investments August 2000 - January 2004
AIM Investments June 1999 - August 2000
Skills
User Experience, Series 7, Investments, Requirements Gathering, Analysis, Client Services, Business Analysis, Process Improvement, Series 6, Sales, Customer Service, Mutual Funds
Education
Sam Houston State University 1994 — 1999
BBA, Marketing
Bridget Ireland's Invesco Experience April 2000 - December 2003
Job Chief Compliance Officer Oppenheimer Funds Services, VP of Compliance at OppenheimerFunds, Inc
Industry Financial Services
Experience
OppenheimerFunds, Inc January 2004 - Present
INVESCO April 2000 - December 2003
Meridian Investments March 1998 - March 2000
US Securities and Exchange Commission June 1995 - March 1998
Skills
Mutual Funds, FINRA, Financial Services, Due Diligence, Investment Advisory, AML, Fixed Annuities, Risk Management, Fixed Income, Capital Markets, Asset Managment, Trading, Series 6, Portfolio Management, Series 7, Alternative Investments, Securities Regulation, Securities, Corporate Finance, 401k, Series 63, Program Management, Series 24, Management, Fund Accounting, Asset Management, Investments, Relationship Management, Equities, Leadership, Finance, Analysis, Training, USA PATRIOT Act, Hedge Funds, Investment Management, Broker-Dealer, Separately Managed..., ERISA, Investment Company Act, SEC filings
Education
Regis University 1991 — 1995
OppenheimerFunds, Inc January 2004 - Present
INVESCO April 2000 - December 2003
Meridian Investments March 1998 - March 2000
US Securities and Exchange Commission June 1995 - March 1998
Skills
Mutual Funds, FINRA, Financial Services, Due Diligence, Investment Advisory, AML, Fixed Annuities, Risk Management, Fixed Income, Capital Markets, Asset Managment, Trading, Series 6, Portfolio Management, Series 7, Alternative Investments, Securities Regulation, Securities, Corporate Finance, 401k, Series 63, Program Management, Series 24, Management, Fund Accounting, Asset Management, Investments, Relationship Management, Equities, Leadership, Finance, Analysis, Training, USA PATRIOT Act, Hedge Funds, Investment Management, Broker-Dealer, Separately Managed..., ERISA, Investment Company Act, SEC filings
Education
Regis University 1991 — 1995
Eric Fender's Invesco Experience June 2000 - Present
Job Global Head of Client Reporting and Servicing
Industry Investment Management
Experience
INVESCO June 2000 - Present
Skills
Equities, Mutual Funds, Project Management, Process Improvement, Asset Managment, Asset Management, Management, Team Management
Education
Northeastern University 1989 — 1993
Bachelor of Science (B.S.), Finance, General
INVESCO June 2000 - Present
Skills
Equities, Mutual Funds, Project Management, Process Improvement, Asset Managment, Asset Management, Management, Team Management
Education
Northeastern University 1989 — 1993
Bachelor of Science (B.S.), Finance, General
Merrill Martin's Invesco Experience October 2007 - August 2010
Job COO / Business Development Third Party Distribution at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2014 - Present
Credit Suisse September 2010 - May 2013
INVESCO October 2007 - August 2010
Modera Wealth Management September 2005 - October 2007
Skills
Bloomberg, Equities, Alternative Investments, Asset Allocation, Financial Modeling, Portfolio Management, Hedge Funds, Investments, Asset Managment, Trading Systems, Derivatives, Fixed Income, Investment Banking, Asset Management, Valuation, Capital Markets, Structured Products
Education
Seton Hall University 2002 — 2006
Bachelors of Science in Business Administration, Major in Finance, Marketing, Summa Cum Laude
Credit Suisse October 2014 - Present
Credit Suisse September 2010 - May 2013
INVESCO October 2007 - August 2010
Modera Wealth Management September 2005 - October 2007
Skills
Bloomberg, Equities, Alternative Investments, Asset Allocation, Financial Modeling, Portfolio Management, Hedge Funds, Investments, Asset Managment, Trading Systems, Derivatives, Fixed Income, Investment Banking, Asset Management, Valuation, Capital Markets, Structured Products
Education
Seton Hall University 2002 — 2006
Bachelors of Science in Business Administration, Major in Finance, Marketing, Summa Cum Laude
Pritha Mitra-Stiff, Ph.D, CFA's Invesco Experience 2001 - 2007
Job Director, Cohead Active Equity Research, Mellon Capital Management
Industry Financial Services
Experience
Mellon Capital Management December 2011 - Present
Mellon Capital Management (formerly Franklin Portfolio Associates) June 2007 - December 2011
Invesco 2001 - 2007
State Street Global Advisors June 1999 - June 2001
Analysis Group February 1996 - June 1999
Skills
Equities, Investment Banking, Macroeconomics, Equity Research, Asset Management, Econometrics, Portfolio Management, Statistics
Education
Princeton University 1989 — 1995
Ph.D, Financial Economics
Mellon Capital Management December 2011 - Present
Mellon Capital Management (formerly Franklin Portfolio Associates) June 2007 - December 2011
Invesco 2001 - 2007
State Street Global Advisors June 1999 - June 2001
Analysis Group February 1996 - June 1999
Skills
Equities, Investment Banking, Macroeconomics, Equity Research, Asset Management, Econometrics, Portfolio Management, Statistics
Education
Princeton University 1989 — 1995
Ph.D, Financial Economics
Stephanie Holder's Invesco Experience August 2008 - January 2009
Job Dispositions Officer, Director
Industry Commercial Real Estate
Experience
Invesco Real Estate January 2009 - Present
INVESCO August 2008 - January 2009
INVESCO Real Estate January 2006 - August 2008
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA
Southern Methodist University
Invesco Real Estate January 2009 - Present
INVESCO August 2008 - January 2009
INVESCO Real Estate January 2006 - August 2008
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA
Southern Methodist University
Concetta Prainito's Invesco Experience July 2005 - Present
Job Distressed/Par Closer
Industry Investment Management
Experience
INVESCO July 2005 - Present
Merrill Lynch March 2004 - July 2005
JPMorgan Chase July 1992 - October 2003
Skills
Investment Banking, Credit, Banking, Loans, Structured Finance, Hedge Funds, Fixed Income, Syndications, Bloomberg, Equities, Capital Markets, Alternative Investments, Financial Structuring, Middle Office, Credit Derivatives, Derivatives, Asset Managment, Structured Products, Bonds, Swaps, Portfolio Management, Asset Management, CDO, Leveraged Finance, Investments, CDS, Settlement, Back Office, Corporate Finance, CLO, Wealth Management, Collateral Management, Cash Management, Finance, ETFs, Fund Of Funds, Loan Servicing, Investment Management, Funding, Bloomberg Terminal, Prime Brokerage, Equity Derivatives, High Yield, Securities, Financial Services, FX Options, Mutual Funds, Trading
Education
Pace University 1993 — 2001
B.A, Finance
Pace University - Lubin School of Business 1993 — 2001
Bachelor of Arts (BA), Finance, General
INVESCO July 2005 - Present
Merrill Lynch March 2004 - July 2005
JPMorgan Chase July 1992 - October 2003
Skills
Investment Banking, Credit, Banking, Loans, Structured Finance, Hedge Funds, Fixed Income, Syndications, Bloomberg, Equities, Capital Markets, Alternative Investments, Financial Structuring, Middle Office, Credit Derivatives, Derivatives, Asset Managment, Structured Products, Bonds, Swaps, Portfolio Management, Asset Management, CDO, Leveraged Finance, Investments, CDS, Settlement, Back Office, Corporate Finance, CLO, Wealth Management, Collateral Management, Cash Management, Finance, ETFs, Fund Of Funds, Loan Servicing, Investment Management, Funding, Bloomberg Terminal, Prime Brokerage, Equity Derivatives, High Yield, Securities, Financial Services, FX Options, Mutual Funds, Trading
Education
Pace University 1993 — 2001
B.A, Finance
Pace University - Lubin School of Business 1993 — 2001
Bachelor of Arts (BA), Finance, General
Kim Pfenning's Invesco Experience 1994 - 2003
Job PwC
Industry Financial Services
Experience
PwC June 2015 - Present
ProFund Advisors LLC March 2008 - May 2015
Jackson National Life July 2006 - 2008
AMVESCAP 2003 - 2005
INVESCO 1994 - 2003
INVESCO Funds Group 1994 - 2003
Skills
Mutual Funds, Investments, Financial Services, ETFs, Strategic Planning, Series 7, CRM, Analytics, Alternative Investments, Equities, Business Analysis, Asset Managment, Project Management, Market Research, Asset Management, Asset Allocation, Securities, Portfolio Management, Hedge Funds, Wealth Management, Investment Strategies, Fixed Income, Investment Management, Investment Advisory, Risk Management, Marketing, FINRA
Education
University of Colorado at Denver 1990 — 1992
MBA
National American University 1983 — 1986
BS & AAS, Business Administration & Information Technology
PwC June 2015 - Present
ProFund Advisors LLC March 2008 - May 2015
Jackson National Life July 2006 - 2008
AMVESCAP 2003 - 2005
INVESCO 1994 - 2003
INVESCO Funds Group 1994 - 2003
Skills
Mutual Funds, Investments, Financial Services, ETFs, Strategic Planning, Series 7, CRM, Analytics, Alternative Investments, Equities, Business Analysis, Asset Managment, Project Management, Market Research, Asset Management, Asset Allocation, Securities, Portfolio Management, Hedge Funds, Wealth Management, Investment Strategies, Fixed Income, Investment Management, Investment Advisory, Risk Management, Marketing, FINRA
Education
University of Colorado at Denver 1990 — 1992
MBA
National American University 1983 — 1986
BS & AAS, Business Administration & Information Technology
Carolyn Feola's Invesco Experience April 1982 - September 2009
Job Facilities Account Manager/Senior Facilities Manager at Mace Macro
Industry Facilities Services
Experience
Mace Macro April 2014 - Present
Mace Macro September 2009 - Present
INVESCO April 1982 - September 2009
Invesco 1982 - 2009
Skills
Facilities Management, Contract Management, Vendor Management, Move Management, Project Management, Project Planning, Procurement, Budgets, Management, Strategic Planning
Education
University of Phoenix 2005 — 2008
BS, Business Management
Northeastern University
Bachelor's degree, Business Administration
Mace Macro April 2014 - Present
Mace Macro September 2009 - Present
INVESCO April 1982 - September 2009
Invesco 1982 - 2009
Skills
Facilities Management, Contract Management, Vendor Management, Move Management, Project Management, Project Planning, Procurement, Budgets, Management, Strategic Planning
Education
University of Phoenix 2005 — 2008
BS, Business Management
Northeastern University
Bachelor's degree, Business Administration
Kimberly Barrow's Invesco Experience 2011 - 2012
Job Program Management Office Manager Randstad Technologies
Industry Management Consulting
Experience
Randstad Technologies US December 2014 - Present
Real Foundations, Inc. April 2006 - December 2014
Post Properties 2013 - July 2014
Cousins Realty 2012 - 2012
Invesco 2011 - 2012
Schroders September 2010 - September 2011
AEW Capital Management 2009 - 2009
CBRE 2008 - 2009
Small Business Administration _ODA 2005 - 2006
Skills
Yardi, Real Estate, Real Estate Economics, Property Management, Commercial Real Estate, Lease Administration, Project Management, Real Estate Financing, Due Diligence, Real Estate Development, Leases, Real Estate Transactions, Process Improvement, Business Analysis, Asset Management, Corporate Real Estate, Asset Managment, JD Edwards, Contract Negotiation, Contract Law, Legal Advice, Legal Issues, Legal Compliance, Legal Documentation, Management Consulting, Strategic Planning, Consulting, Business Process..., Management, Analysis
Education
Saint Louis University School of Public Health 2003 — 2005
Master of Business Administration (M.B.A.), Master in Health Administration, Graduated with Distinction, May ‘05
Saint Louis University School of Law 2001 — 2005
Juris Doctor (J.D.), Concentration in Health Law
Randstad Technologies US December 2014 - Present
Real Foundations, Inc. April 2006 - December 2014
Post Properties 2013 - July 2014
Cousins Realty 2012 - 2012
Invesco 2011 - 2012
Schroders September 2010 - September 2011
AEW Capital Management 2009 - 2009
CBRE 2008 - 2009
Small Business Administration _ODA 2005 - 2006
Skills
Yardi, Real Estate, Real Estate Economics, Property Management, Commercial Real Estate, Lease Administration, Project Management, Real Estate Financing, Due Diligence, Real Estate Development, Leases, Real Estate Transactions, Process Improvement, Business Analysis, Asset Management, Corporate Real Estate, Asset Managment, JD Edwards, Contract Negotiation, Contract Law, Legal Advice, Legal Issues, Legal Compliance, Legal Documentation, Management Consulting, Strategic Planning, Consulting, Business Process..., Management, Analysis
Education
Saint Louis University School of Public Health 2003 — 2005
Master of Business Administration (M.B.A.), Master in Health Administration, Graduated with Distinction, May ‘05
Saint Louis University School of Law 2001 — 2005
Juris Doctor (J.D.), Concentration in Health Law
Antoine Peck's Invesco Experience 1997 - 1999
Job Service Delivery Manager
Industry Financial Services
Experience
ACS, a Xerox Company April 1999 - Present
INVESCO 1997 - 1999
Abar Pension Services Inc. 1996 - 1997
Education
Morgan State University 1992 — 1996
B.S, Information Systems
Rider University 1991 — 1992
Computer Science
ACS, a Xerox Company April 1999 - Present
INVESCO 1997 - 1999
Abar Pension Services Inc. 1996 - 1997
Education
Morgan State University 1992 — 1996
B.S, Information Systems
Rider University 1991 — 1992
Computer Science
Kelly Bertier's Invesco Experience September 1997 - Present
Job Executive Benefits at Invesco
Industry Financial Services
Experience
Invesco September 1997 - Present
Education
Oglethorpe University 1993 — 1997
Invesco September 1997 - Present
Education
Oglethorpe University 1993 — 1997
Kurt Rowley's Invesco Experience October 2009 - Present
Job Senior Compliance Officer at Invesco Ltd.
Industry Financial Services
Experience
Invesco October 2009 - Present
Invesco Aim July 2000 - November 2009
Skills
Mutual Funds, FINRA, Securities, Investments, Series 6, Series 7, Equities, Financial Services, Fixed Income
Education
Sam Houston State University 2004 — 2009
BBA, General Business Administration
Invesco October 2009 - Present
Invesco Aim July 2000 - November 2009
Skills
Mutual Funds, FINRA, Securities, Investments, Series 6, Series 7, Equities, Financial Services, Fixed Income
Education
Sam Houston State University 2004 — 2009
BBA, General Business Administration
Jamison (Jamie) Friedland's Invesco Experience June 2006 - September 2006
Job Trader at Traditum Group
Industry Financial Services
Experience
Traditum Group August 2008 - Present
Peak6 July 2007 - May 2008
INVESCO June 2006 - September 2006
Skills
Fixed Income, Electronic Trading, Proprietary Trading, Bloomberg, Trading, Options, Financial Markets, Trading Strategies
Education
Northwestern University 2003 — 2007
BS, Economics
Traditum Group August 2008 - Present
Peak6 July 2007 - May 2008
INVESCO June 2006 - September 2006
Skills
Fixed Income, Electronic Trading, Proprietary Trading, Bloomberg, Trading, Options, Financial Markets, Trading Strategies
Education
Northwestern University 2003 — 2007
BS, Economics
Larry J. Walker, CFA's Invesco Experience 2001 - 2004
Job Partner/Strategist at Waycross Partners
Industry Investment Management
Experience
Waycross Partners April 2008 - Present
INVESCO 2001 - 2004
INVESCO-NAM 1992 - 2004
Mercer Investment Consulting 1976 - 1992
Skills
Alternative Investments, Investment Strategies, Fixed Income, Asset Management, Portfolio Management, Equities, Asset Managment, Investment Management, Asset Allocation
Education
University of Louisville 1974 — 1976
MBA, Finance
Purdue University - Krannert School of Management 1968 — 1973
Waycross Partners April 2008 - Present
INVESCO 2001 - 2004
INVESCO-NAM 1992 - 2004
Mercer Investment Consulting 1976 - 1992
Skills
Alternative Investments, Investment Strategies, Fixed Income, Asset Management, Portfolio Management, Equities, Asset Managment, Investment Management, Asset Allocation
Education
University of Louisville 1974 — 1976
MBA, Finance
Purdue University - Krannert School of Management 1968 — 1973
Quinones, Jose's Invesco Experience February 1991 - December 2003
Job Owner at Petsitting By Jose, LLC.
Industry Insurance
Experience
Owner, Petsitting By Jose, LLC. August 2015 - Present
Transamerica July 2014 - June 2015
Great-West Financial May 2004 - July 2014
INVESCO February 1991 - December 2003
Skills
Marketing, Visio, Marketing Communications, Software Documentation, Insurance, Spreadsheets, Microsoft Excel, Outlook, Mutual Funds, Customer Service, Access, PowerPoint, Analysis, Microsoft Word, Process Improvement, Management, Investments
Education
New York University 1970 — 1974
Bachelor of Arts (B.A.)
Brooklyn Technical High School 1966 — 1970
Owner, Petsitting By Jose, LLC. August 2015 - Present
Transamerica July 2014 - June 2015
Great-West Financial May 2004 - July 2014
INVESCO February 1991 - December 2003
Skills
Marketing, Visio, Marketing Communications, Software Documentation, Insurance, Spreadsheets, Microsoft Excel, Outlook, Mutual Funds, Customer Service, Access, PowerPoint, Analysis, Microsoft Word, Process Improvement, Management, Investments
Education
New York University 1970 — 1974
Bachelor of Arts (B.A.)
Brooklyn Technical High School 1966 — 1970
Jennifer Allender's Invesco Experience October 1998 - August 2003
Job Consultant at Novum Partners
Industry Banking
Experience
Novum Partners November 2014 - Present
Vectra Bank Colorado February 2008 - September 2014
Colorado Business Bank August 2005 - February 2008
Centrix Financial September 2003 - March 2005
Invesco October 1998 - August 2003
Skills
Financial Analysis, Credit Analysis, Credit, Banking, Financial Reporting, Loans, Portfolio Management, Finance, Financial Modeling
Education
National American University 1994 — 1996
Bachelor of Science (BS), Accouting
Novum Partners November 2014 - Present
Vectra Bank Colorado February 2008 - September 2014
Colorado Business Bank August 2005 - February 2008
Centrix Financial September 2003 - March 2005
Invesco October 1998 - August 2003
Skills
Financial Analysis, Credit Analysis, Credit, Banking, Financial Reporting, Loans, Portfolio Management, Finance, Financial Modeling
Education
National American University 1994 — 1996
Bachelor of Science (BS), Accouting
Brian O'Connell's Invesco Experience June 2010 - June 2012
Job Divisional Sales Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. June 2012 - Present
PowerShares 2011 - June 2012
Invesco June 2010 - June 2012
Van Kampen Investments July 2007 - June 2010
Van Kampen Investments April 2001 - March 2003
Van Kampen Investments January 1999 - March 2001
Skills
Series 7, Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, Sales, Series 63, Morningstar, FINRA, Series 24, Series 65, ETFs
Education
Saint Mary's University of Minnesota 1991 — 1995
Invesco Ltd. June 2012 - Present
PowerShares 2011 - June 2012
Invesco June 2010 - June 2012
Van Kampen Investments July 2007 - June 2010
Van Kampen Investments April 2001 - March 2003
Van Kampen Investments January 1999 - March 2001
Skills
Series 7, Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, Sales, Series 63, Morningstar, FINRA, Series 24, Series 65, ETFs
Education
Saint Mary's University of Minnesota 1991 — 1995
Susan Steele's Invesco Experience April 2013 - Present
Job Senior Compliance Officer at Invesco
Industry Financial Services
Experience
Invesco April 2013 - Present
Guggenheim Funds Investment Advisors, LLC June 2004 - April 2013
GE UConn Edgelab May 2003 - August 2003
France Ligne, Inc. May 2002 - August 2002
20th Century Fox September 1999 - May 2002
GRB Entertainment June 1997 - September 1999
British Broadcasting Corporation April 1997 - July 1997
Cabin Fever Entertainment, Inc. September 1993 - November 1996
Buena Vista Television, Inc. March 1993 - September 1993
Nelson Entertainment, Inc. February 1990 - August 1993
Skills
Acquisition &..., International &..., Project Management, Contract Negotiating,..., Business Process..., Music Publishing..., Television, Film, Entertainment Industry, Problem Solving, Organizational..., Analytical Skills, Detailed Organization, Building Relationships, Exchange-traded Funds, Closed-end Funds, Unit Investment Trusts, ETFs, Series 7, Series 24, FINRA, Mutual Funds
Education
The University of Connecticut School of Business 2002 — 2004
MBA, Marketing Intelligence
Miami University 1983 — 1987
BS, Mathematics, Secondary Education and Photography
Greenwich High School 1980 — 1983
HS Diploma
Invesco April 2013 - Present
Guggenheim Funds Investment Advisors, LLC June 2004 - April 2013
GE UConn Edgelab May 2003 - August 2003
France Ligne, Inc. May 2002 - August 2002
20th Century Fox September 1999 - May 2002
GRB Entertainment June 1997 - September 1999
British Broadcasting Corporation April 1997 - July 1997
Cabin Fever Entertainment, Inc. September 1993 - November 1996
Buena Vista Television, Inc. March 1993 - September 1993
Nelson Entertainment, Inc. February 1990 - August 1993
Skills
Acquisition &..., International &..., Project Management, Contract Negotiating,..., Business Process..., Music Publishing..., Television, Film, Entertainment Industry, Problem Solving, Organizational..., Analytical Skills, Detailed Organization, Building Relationships, Exchange-traded Funds, Closed-end Funds, Unit Investment Trusts, ETFs, Series 7, Series 24, FINRA, Mutual Funds
Education
The University of Connecticut School of Business 2002 — 2004
MBA, Marketing Intelligence
Miami University 1983 — 1987
BS, Mathematics, Secondary Education and Photography
Greenwich High School 1980 — 1983
HS Diploma
Pat London's Invesco Experience 2010 - February 2012
Job New Ulm Art Festival Association, Treasurer
Industry Nonprofit Organization Management
Experience
New Ulm Chamber of Commmerce January 2013 - January 2014
Invesco 2010 - February 2012
Invesco Aim April 1998 - January 2010
District 56 Toastmasters 1987 - 1988
IBM 1978 - 1981
Foley's 1972 - 1978
Skills
Customer Relations, Team Leadership, Series 63, Series 7, 401k, Wealth Management, Investments, Insurance, Mutual Funds, Series 6, Retirement, Team Building, Retirement Planning, Sales Management, Strategic Planning, Coaching, Public Speaking, Volunteer Management, Volunteer Training, Training, Business Development, Marketing, Board of Director..., Family Business, Small Business Marketing, Non-profits, Community Engagement, Virtual Assistance, Series 65, Relationship Management, Customer Service, Nonprofits, Risk Management, Asset Allocation, Fixed Annuities
Education
The University of Texas at Arlington 1970 — 1971
BA, Psychology
The University of Texas at Austin 1968 — 1969
Psychology
St. Edward's University 1966 — 1968
New Ulm Chamber of Commmerce January 2013 - January 2014
Invesco 2010 - February 2012
Invesco Aim April 1998 - January 2010
District 56 Toastmasters 1987 - 1988
IBM 1978 - 1981
Foley's 1972 - 1978
Skills
Customer Relations, Team Leadership, Series 63, Series 7, 401k, Wealth Management, Investments, Insurance, Mutual Funds, Series 6, Retirement, Team Building, Retirement Planning, Sales Management, Strategic Planning, Coaching, Public Speaking, Volunteer Management, Volunteer Training, Training, Business Development, Marketing, Board of Director..., Family Business, Small Business Marketing, Non-profits, Community Engagement, Virtual Assistance, Series 65, Relationship Management, Customer Service, Nonprofits, Risk Management, Asset Allocation, Fixed Annuities
Education
The University of Texas at Arlington 1970 — 1971
BA, Psychology
The University of Texas at Austin 1968 — 1969
Psychology
St. Edward's University 1966 — 1968
Aasem Khan's Invesco Experience 2000 - May 2013
Job Founder at Zentrove
Industry Information Technology and Services
Experience
Zentrove May 2015 - Present
OnlinePOS.com November 2012 - March 2015
Invesco 2000 - May 2013
Varcore Systems 2007 - 2009
Nerdmsmith, LLC 2003 - 2005
MCI 1996 - 1999
MCI 1995 - 1996
MCI 1994 - 1995
Skills
Process Improvement, Visio, JavaScript, Oracle, XML, Business Analysis, SDLC, Financial Modeling, Risk Management, Microsoft SQL Server, IT Audit, C#, Program Management, Project Management, Business Process..., Business Strategy, Management Consulting, Consulting, Business Development, Databases, Risk Assessment, Strategy, Financial Analysis, Security, IT Management, Strategic Planning, SQL, Business Intelligence, Java, Requirements Analysis, PMP
Education
Wichita State University 1992 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
NED University of Engineering and Technology 1986 — 1987
Zentrove May 2015 - Present
OnlinePOS.com November 2012 - March 2015
Invesco 2000 - May 2013
Varcore Systems 2007 - 2009
Nerdmsmith, LLC 2003 - 2005
MCI 1996 - 1999
MCI 1995 - 1996
MCI 1994 - 1995
Skills
Process Improvement, Visio, JavaScript, Oracle, XML, Business Analysis, SDLC, Financial Modeling, Risk Management, Microsoft SQL Server, IT Audit, C#, Program Management, Project Management, Business Process..., Business Strategy, Management Consulting, Consulting, Business Development, Databases, Risk Assessment, Strategy, Financial Analysis, Security, IT Management, Strategic Planning, SQL, Business Intelligence, Java, Requirements Analysis, PMP
Education
Wichita State University 1992 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
NED University of Engineering and Technology 1986 — 1987
Don Paullo, CPA's Invesco Experience October 1995 - June 1998
Job AIG Investments
Industry Investment Management
Experience
AIG November 1998 - Present
Team Bikesport December 2003 - Present
Invesco October 1995 - June 1998
Det Norske Veritas June 1990 - August 1994
Skills
Bloomberg, Fixed Income, Asset Management, Investments, Trading, Financial Modeling, Mutual Funds, Valuation, Bonds, Management, Financial Analysis, Capital Markets, Private Placements, FINRA
Education
Otterbein College 1986 — 1990
Bachelor's degree, Accounting and Finance
AIG November 1998 - Present
Team Bikesport December 2003 - Present
Invesco October 1995 - June 1998
Det Norske Veritas June 1990 - August 1994
Skills
Bloomberg, Fixed Income, Asset Management, Investments, Trading, Financial Modeling, Mutual Funds, Valuation, Bonds, Management, Financial Analysis, Capital Markets, Private Placements, FINRA
Education
Otterbein College 1986 — 1990
Bachelor's degree, Accounting and Finance
Deriane Cox's Invesco Experience August 2004 - August 2012
Job Accounting Professional
Industry Security and Investigations
Experience
US Security Associates October 2012 - Present
INVESCO August 2004 - August 2012
Stonemark Management November 2003 - June 2004
Wayne Farms July 2002 - November 2003
Skills
Accruals, Journal Entries, Accounts Payable, Accounts Receivable, Outlook, Variance analysis, Month End Close, Account Reconciliation, GAAP, Financial Analysis, Cash, Bank Reconciliation, Auditing, Analysis, P
Education
South University 2009 — 2010
MBA, Business Administration
University of North Georgia 1999 — 2002
BBA, Accounting
US Security Associates October 2012 - Present
INVESCO August 2004 - August 2012
Stonemark Management November 2003 - June 2004
Wayne Farms July 2002 - November 2003
Skills
Accruals, Journal Entries, Accounts Payable, Accounts Receivable, Outlook, Variance analysis, Month End Close, Account Reconciliation, GAAP, Financial Analysis, Cash, Bank Reconciliation, Auditing, Analysis, P
Education
South University 2009 — 2010
MBA, Business Administration
University of North Georgia 1999 — 2002
BBA, Accounting
Janet M. Long (Barich)'s Invesco Experience 2002 - 2004
Job Sales Support Specialist at Fifth Third Asset Management
Industry Investment Management
Experience
Fifth Third Asset Management 2004 - Present
INVESCO 2002 - 2004
United Way of Allegheny County 1997 - 2002
Mellon Bank 1989 - 1997
Education
Robert Morris University
Finance
Fifth Third Asset Management 2004 - Present
INVESCO 2002 - 2004
United Way of Allegheny County 1997 - 2002
Mellon Bank 1989 - 1997
Education
Robert Morris University
Finance
Robert P. Bruns, CIMA's Invesco Experience September 2009 - November 2010
Job Advisor at NFA Wealth Management
Industry Financial Services
Experience
NFA Wealth Management December 2011 - Present
Ascendant Advisors November 2010 - November 2011
Invesco September 2009 - November 2010
Invesco AIM March 2006 - January 2010
Invesco Aim January 2002 - January 2006
AIM Funds April 1998 - January 2002
US Army June 1987 - November 1990
Skills
401k, Retirement Planning, Wealth Management, Certified Investment..., 401k Rollovers, College Savings Plans, Life Insurance, Long-term Care, Employee Benefits, Portfolio Management, Mutual Funds, Investments, Investment Management, Equities, Asset Allocation, Series 7, Securities, Financial Services
Education
Sam Houston State University 1991 — 1996
BBA, Finance
NFA Wealth Management December 2011 - Present
Ascendant Advisors November 2010 - November 2011
Invesco September 2009 - November 2010
Invesco AIM March 2006 - January 2010
Invesco Aim January 2002 - January 2006
AIM Funds April 1998 - January 2002
US Army June 1987 - November 1990
Skills
401k, Retirement Planning, Wealth Management, Certified Investment..., 401k Rollovers, College Savings Plans, Life Insurance, Long-term Care, Employee Benefits, Portfolio Management, Mutual Funds, Investments, Investment Management, Equities, Asset Allocation, Series 7, Securities, Financial Services
Education
Sam Houston State University 1991 — 1996
BBA, Finance
Rick Rarick's Invesco Experience April 2008 - Present
Job Head of Human ResourcesInvesco Americas
Industry Investment Management
Experience
Invesco April 2008 - Present
Education
Oklahoma State University 1973 — 1977
Bachelor of Education (B.Ed.)
Invesco April 2008 - Present
Education
Oklahoma State University 1973 — 1977
Bachelor of Education (B.Ed.)
Darrell Harr's Invesco Experience January 2000 - June 2002
Job Software Developer at LenderLive Network Inc.
Industry Computer Software
Experience
Blueberry Systems LLC May 2012 - Present
LenderLive Network 2013 - 2014
LenderLive Network 2013 - 2014
Aurora Loan Services August 2002 - May 2012
INVESCO January 2000 - June 2002
Elite Information Systems January 1999 - January 2000
Distribution Resources Company January 1988 - January 1999
Harris & Paulson HAPI February 1980 - February 1985
Skills
Microsoft SQL Server, SDLC, Agile Methodologies, PL/SQL, .NET, Test Planning, Business Analysis, SharePoint, Scrum, Requirements Analysis, Software Project...
Education
North Dakota State University
BS,AS, Agriculture, Computer programming
n/a
Blueberry Systems LLC May 2012 - Present
LenderLive Network 2013 - 2014
LenderLive Network 2013 - 2014
Aurora Loan Services August 2002 - May 2012
INVESCO January 2000 - June 2002
Elite Information Systems January 1999 - January 2000
Distribution Resources Company January 1988 - January 1999
Harris & Paulson HAPI February 1980 - February 1985
Skills
Microsoft SQL Server, SDLC, Agile Methodologies, PL/SQL, .NET, Test Planning, Business Analysis, SharePoint, Scrum, Requirements Analysis, Software Project...
Education
North Dakota State University
BS,AS, Agriculture, Computer programming
n/a
Kevin Oldham's Invesco Experience July 2011 - Present
Job Assistant Treasurer at Invesco Ltd.
Industry Investment Management
Experience
Invesco July 2011 - Present
Invesco October 2007 - June 2011
Invesco Canada June 1998 - October 2007
Laurentian Bank Securities January 1994 - June 1998
Skills
Investments, Treasury Management, Cash Management, Treasury, Banking, Liquidity Management, Foreign Exchange, Capital Markets, Bloomberg, FX Options, Hedging, Mutual Funds, Finance, Mergers, Cash Flow Forecasting, Funding, Asset Management, Securities
Education
SEC 2012 — 2012
series 99 EXAM
CGA 1994 — 1998
Accounting and Finance
Seneca College of Applied Arts and Technology 1990 — 1994
Acct & Finance, Accounting and Finance
Invesco July 2011 - Present
Invesco October 2007 - June 2011
Invesco Canada June 1998 - October 2007
Laurentian Bank Securities January 1994 - June 1998
Skills
Investments, Treasury Management, Cash Management, Treasury, Banking, Liquidity Management, Foreign Exchange, Capital Markets, Bloomberg, FX Options, Hedging, Mutual Funds, Finance, Mergers, Cash Flow Forecasting, Funding, Asset Management, Securities
Education
SEC 2012 — 2012
series 99 EXAM
CGA 1994 — 1998
Accounting and Finance
Seneca College of Applied Arts and Technology 1990 — 1994
Acct & Finance, Accounting and Finance
Jennea Mangum's Invesco Experience March 2013 - Present
Job Senior Compliance Manager at Invesco
Industry Financial Services
Experience
Invesco March 2013 - Present
Skills
Mutual Funds, Project Management, Securities, Financial Services, Risk Management
Education
Sam Houston State University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
University of Houston
Master of Business Administration (M.B.A.), International Business
Invesco March 2013 - Present
Skills
Mutual Funds, Project Management, Securities, Financial Services, Risk Management
Education
Sam Houston State University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
University of Houston
Master of Business Administration (M.B.A.), International Business
Michele T Garren's Invesco Experience 1997 - 2012
Job Community Volunteer
Industry Investment Management
Experience
Community Volunteer 2012 - Present
Invesco 1997 - 2012
AIG Investment Corp. 1993 - 1996
Citigroup Global Asset Management 1987 - 1993
Skills
Fixed Income, Investments, Asset Allocation, Trading, Mutual Funds, Asset Managment, Global Equity Portfolio..., Credit Analysis, Securities, Emerging Markets, Investment Strategies, Business Development, Finance, Hedge Funds, Management, Equity Research, Asset Management
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
Master of Business Administration (MBA), Finance
Southern Methodist University - Cox School of Business 1983 — 1987
Bachelor in Business Administration (BBA), Cum Laude, Finance, Minor Geology
Community Volunteer 2012 - Present
Invesco 1997 - 2012
AIG Investment Corp. 1993 - 1996
Citigroup Global Asset Management 1987 - 1993
Skills
Fixed Income, Investments, Asset Allocation, Trading, Mutual Funds, Asset Managment, Global Equity Portfolio..., Credit Analysis, Securities, Emerging Markets, Investment Strategies, Business Development, Finance, Hedge Funds, Management, Equity Research, Asset Management
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
Master of Business Administration (MBA), Finance
Southern Methodist University - Cox School of Business 1983 — 1987
Bachelor in Business Administration (BBA), Cum Laude, Finance, Minor Geology
Mark Saran Jr.'s Invesco Experience August 2013 - September 2014
Job Regional Associate Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman October 2014 - Present
Invesco August 2013 - September 2014
Merrill Lynch 2013 - 2013
Skills
PowerPoint, Research, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Sales
Education
Miami University 2006 — 2010
Neuberger Berman October 2014 - Present
Invesco August 2013 - September 2014
Merrill Lynch 2013 - 2013
Skills
PowerPoint, Research, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Sales
Education
Miami University 2006 — 2010
David Valentine's Invesco Experience 2006 - 2006
Job Case Team Leader at Bain & Company
Industry Management Consulting
Experience
Bain & Company ConsultantBain & CompanySeptember 2013 - August 2015
The Topps Company June 2012 - August 2012
Bain & Company August 2010 - July 2011
FoodBank South Africa October 2010 - March 2011
Bain & Company September 2008 - July 2010
JP Morgan Chase 2007 - 2007
Invesco 2006 - 2006
Skills
Growth Strategies, Market Entry, Management Consulting, Financial Modeling, Strategic Consulting, Strategy, Business Strategy, Analytics, Organizational Design, Strategic Planning
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), Management and Strategy, Marketing, and Social Entrepreneurship
Princeton University 2004 — 2008
A.B., Economics
Bain & Company ConsultantBain & CompanySeptember 2013 - August 2015
The Topps Company June 2012 - August 2012
Bain & Company August 2010 - July 2011
FoodBank South Africa October 2010 - March 2011
Bain & Company September 2008 - July 2010
JP Morgan Chase 2007 - 2007
Invesco 2006 - 2006
Skills
Growth Strategies, Market Entry, Management Consulting, Financial Modeling, Strategic Consulting, Strategy, Business Strategy, Analytics, Organizational Design, Strategic Planning
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), Management and Strategy, Marketing, and Social Entrepreneurship
Princeton University 2004 — 2008
A.B., Economics
Ken Eberhardt, Illinois CPA's Invesco Experience August 2011 - April 2012
Job Senior Assurance Services at EY
Industry Accounting
Experience
EY October 2014 - Present
Ernst & Young September 2011 - September 2014
Invesco August 2011 - April 2012
Chicago Yacht Club May 2010 - August 2010
Prime International Trading Company May 2008 - August 2009
Skills
Negotiation, Microsoft Office, People reading, Financial Analysis, Accounts Payable, Teamwork, Financial Reporting, Accounting, Account Reconciliation, Accounts Receivable, Analysis, Social Media, Marketing, Sales, PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Research
Education
Northern Illinois University 2010 — 2011
Graduate, Accountancy
Northern Illinois University 2006 — 2010
Masters, Accountancy
Northern Illinois University
Master; Bachelor of Science Accountancy, Accounting Science
EY October 2014 - Present
Ernst & Young September 2011 - September 2014
Invesco August 2011 - April 2012
Chicago Yacht Club May 2010 - August 2010
Prime International Trading Company May 2008 - August 2009
Skills
Negotiation, Microsoft Office, People reading, Financial Analysis, Accounts Payable, Teamwork, Financial Reporting, Accounting, Account Reconciliation, Accounts Receivable, Analysis, Social Media, Marketing, Sales, PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Research
Education
Northern Illinois University 2010 — 2011
Graduate, Accountancy
Northern Illinois University 2006 — 2010
Masters, Accountancy
Northern Illinois University
Master; Bachelor of Science Accountancy, Accounting Science
April Chrysostomas's Invesco Experience June 2010 - Present
Job Vice President at Invesco
Industry Financial Services
Experience
Invesco June 2010 - Present
Morgan Stanley Investment Management May 1989 - May 2010
Skills
Alternative Investments, Securities, Financial Markets, Investment Banking, Leveraged Finance, Capital Markets, Investments, Fixed Income, Hedge Funds, CLO, Portfolio Management, Series 7, Bonds, Mergers & Acquisitions, High Yield, Bloomberg, Asset Managment, Private Equity, Trading, Equities
Education
Saint Peter's University 1977 — 1989
Invesco June 2010 - Present
Morgan Stanley Investment Management May 1989 - May 2010
Skills
Alternative Investments, Securities, Financial Markets, Investment Banking, Leveraged Finance, Capital Markets, Investments, Fixed Income, Hedge Funds, CLO, Portfolio Management, Series 7, Bonds, Mergers & Acquisitions, High Yield, Bloomberg, Asset Managment, Private Equity, Trading, Equities
Education
Saint Peter's University 1977 — 1989
Marla N. Norwood's Invesco Experience April 2013 - Present
Job Corporate Accounting (Consultant)
Industry Accounting
Experience
Invesco April 2013 - Present
ING August 2012 - April 2013
Ernst & Young April 2006 - December 2009
BELFOR Property Restoration March 2005 - April 2006
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, US GAAP, Accounting, Internal Audit, Sarbanes-Oxley, Enterprise Risk..., Process Improvement, GAAP, Microsoft Excel
Education
Walsh College 2006 — 2008
Masters, Accounting
Michigan State University 1999 — 2004
Bachelor of Applied Science (BASc), Sociology
Invesco April 2013 - Present
ING August 2012 - April 2013
Ernst & Young April 2006 - December 2009
BELFOR Property Restoration March 2005 - April 2006
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, US GAAP, Accounting, Internal Audit, Sarbanes-Oxley, Enterprise Risk..., Process Improvement, GAAP, Microsoft Excel
Education
Walsh College 2006 — 2008
Masters, Accounting
Michigan State University 1999 — 2004
Bachelor of Applied Science (BASc), Sociology
Mari Kawawa's Invesco Experience June 2002 - July 2005
Job Emotomy a division of Belvedere Advisors LLC
Industry Financial Services
Experience
Sophia LLC May 2010 - Present
Belvedere Advisors LLC May 2010 - Present
Wireless Glue Networks, Inc. October 2014 - Present
ZenPlay Organization May 2012 - Present
Acumen Capital Japan November 2009 - July 2012
Redwood Trust August 2005 - August 2009
INVESCO June 2002 - July 2005
Banc of America Securities May 2000 - July 2001
UBS Warburg November 2000 - March 2001
Paine Webber June 1997 - October 2000
Skills
Capital Markets, Investments, Structured Finance, Finance, Business Development, Investment Banking, Start-ups, Structured Products, Asset Management, Fixed Income, Entrepreneurship, Mergers & Acquisitions, Financial Services, Financial Structuring, Portfolio Management, Private Equity, Credit Derivatives, Funding, Investment Management, Investment Strategies, Project Finance, Venture Capital, Wealth Management, FX Options, Corporate Finance, Alternative Investments, Real Estate Economics, Energy, Asset, Capital Raising, Private Placements, Securitization
Education
Stanford University Graduate School of Business 1992 — 1994
MBA, General Management
Sophia University 1983 — 1987
BA, English language
University of Tsukuba High School
Sophia LLC May 2010 - Present
Belvedere Advisors LLC May 2010 - Present
Wireless Glue Networks, Inc. October 2014 - Present
ZenPlay Organization May 2012 - Present
Acumen Capital Japan November 2009 - July 2012
Redwood Trust August 2005 - August 2009
INVESCO June 2002 - July 2005
Banc of America Securities May 2000 - July 2001
UBS Warburg November 2000 - March 2001
Paine Webber June 1997 - October 2000
Skills
Capital Markets, Investments, Structured Finance, Finance, Business Development, Investment Banking, Start-ups, Structured Products, Asset Management, Fixed Income, Entrepreneurship, Mergers & Acquisitions, Financial Services, Financial Structuring, Portfolio Management, Private Equity, Credit Derivatives, Funding, Investment Management, Investment Strategies, Project Finance, Venture Capital, Wealth Management, FX Options, Corporate Finance, Alternative Investments, Real Estate Economics, Energy, Asset, Capital Raising, Private Placements, Securitization
Education
Stanford University Graduate School of Business 1992 — 1994
MBA, General Management
Sophia University 1983 — 1987
BA, English language
University of Tsukuba High School
Kelly Rosenbach Steuart's Invesco Experience 1997 - 2003
Job Senior Fund Analyst at GreatWest Life and Annuity Insurance Company
Industry Financial Services
Experience
Great-West Life and Annuity Insurance Company June 2012 - Present
Old Mutual Capital March 2005 - May 2012
Centrix Financial February 2004 - March 2005
Invesco 1997 - 2003
Education
University of Northern Colorado 1993 — 1996
Bachelor of Science, Business Administration- Emphasis in Accounting
Regis University 1992 — 1992
Ranum High School 1988 — 1992
Great-West Life and Annuity Insurance Company June 2012 - Present
Old Mutual Capital March 2005 - May 2012
Centrix Financial February 2004 - March 2005
Invesco 1997 - 2003
Education
University of Northern Colorado 1993 — 1996
Bachelor of Science, Business Administration- Emphasis in Accounting
Regis University 1992 — 1992
Ranum High School 1988 — 1992
Amy Gilkerson's Invesco Experience January 1998 - November 1998
Job Content Reuse Analyst at Hartnett, Inc.
Industry Financial Services
Experience
Hartnett, Inc. March 2012 - Present
Hannan and Associates June 2006 - May 2008
Merill Lynch April 1999 - September 2005
INVESCO January 1998 - November 1998
Education
North Carolina State University - College of Management 1988 — 1992
BA, Business Management
Hartnett, Inc. March 2012 - Present
Hannan and Associates June 2006 - May 2008
Merill Lynch April 1999 - September 2005
INVESCO January 1998 - November 1998
Education
North Carolina State University - College of Management 1988 — 1992
BA, Business Management
Jon Dominy's Invesco Experience June 2010 - June 2014
Job Vice President Institutional Business Development Officer at PNC
Industry Financial Services
Experience
PNC June 2014 - Present
Invesco June 2010 - June 2014
Morgan Stanley Investment Management - Van Kampen February 2009 - June 2010
Morgan Stanley Investment Management - Van Kampen December 2007 - January 2009
Morgan Stanley Investment Management - Van Kampen August 2006 - December 2007
McDonald Financial Group October 2004 - August 2006
McDonald Financial Group April 2004 - October 2004
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Miami University 1999 — 2003
Bachelor of Science in Business
PNC June 2014 - Present
Invesco June 2010 - June 2014
Morgan Stanley Investment Management - Van Kampen February 2009 - June 2010
Morgan Stanley Investment Management - Van Kampen December 2007 - January 2009
Morgan Stanley Investment Management - Van Kampen August 2006 - December 2007
McDonald Financial Group October 2004 - August 2006
McDonald Financial Group April 2004 - October 2004
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Miami University 1999 — 2003
Bachelor of Science in Business
Eunice Hadley's Invesco Experience 2000 - Present
Job Training Consultant at Invesco Aim
Industry Financial Services
Experience
Invesco Aim March 2004 - Present
Invesco 2000 - Present
Education
Southern University at New Orleans
Bachelor, Psychology
Invesco Aim March 2004 - Present
Invesco 2000 - Present
Education
Southern University at New Orleans
Bachelor, Psychology
Jo Simpson's Invesco Experience 2010 - Present
Job Area Q51 Governor at District 56 Toastmasters
Industry Professional Training & Coaching
Experience
Invesco 2010 - Present
District 56 Toastmasters March 2007 - Present
Invesco Aim 2006 - 2009
Starfall Graphics 2001 - 2006
Education
University of Houston 1983 — 1990
B.S.
Rice University 1974 — 1976
Toastmasters International
Invesco 2010 - Present
District 56 Toastmasters March 2007 - Present
Invesco Aim 2006 - 2009
Starfall Graphics 2001 - 2006
Education
University of Houston 1983 — 1990
B.S.
Rice University 1974 — 1976
Toastmasters International
Brittanni Below, MBA's Invesco Experience March 2013 - Present
Job HR Business Partner, Health Coach, and Certified Fitness Instructor
Industry Health, Wellness and Fitness
Experience
Invesco March 2013 - Present
Brittanni Below March 2013 - Present
Invesco Ltd. May 2011 - March 2013
ITT Technical Institute November 2010 - April 2011
Bay Area Human Resources Management Association January 2010 - December 2010
ERF Wireless July 2005 - November 2010
Skills
Human Resources, PeopleSoft, HR Consulting, Onboarding, Employment Law, Employee Relations, Recruiting, Taleo, Compass, Performance Management, Organizational..., Benefits Administration, Employee Benefits, Workers Compensation, New Hire Orientations, Career Development, Team Building, Personnel Management, Interviews, Job Descriptions, Start-ups, Conflict Resolution, Payroll, Policy, College Recruiting, Workforce Planning, Training, FMLA, Coaching, Succession Planning, HRIS, Microsoft Office, HR Policies, Customer Service, Talent Management, Analysis, Leadership Development
Education
Texas A&M University-Commerce 2011 — 2013
MBA, Business Administration
University of Houston-Clear Lake 2007 — 2010
Bachelor of Science, Business Management, Human Resources
San Jacinto College 2004 — 2007
Associate of Arts, Business Administration
Invesco March 2013 - Present
Brittanni Below March 2013 - Present
Invesco Ltd. May 2011 - March 2013
ITT Technical Institute November 2010 - April 2011
Bay Area Human Resources Management Association January 2010 - December 2010
ERF Wireless July 2005 - November 2010
Skills
Human Resources, PeopleSoft, HR Consulting, Onboarding, Employment Law, Employee Relations, Recruiting, Taleo, Compass, Performance Management, Organizational..., Benefits Administration, Employee Benefits, Workers Compensation, New Hire Orientations, Career Development, Team Building, Personnel Management, Interviews, Job Descriptions, Start-ups, Conflict Resolution, Payroll, Policy, College Recruiting, Workforce Planning, Training, FMLA, Coaching, Succession Planning, HRIS, Microsoft Office, HR Policies, Customer Service, Talent Management, Analysis, Leadership Development
Education
Texas A&M University-Commerce 2011 — 2013
MBA, Business Administration
University of Houston-Clear Lake 2007 — 2010
Bachelor of Science, Business Management, Human Resources
San Jacinto College 2004 — 2007
Associate of Arts, Business Administration
Jody Cook's Invesco Experience January 2004 - January 2009
Job Office Manager at Memorial Lutheran Church LCMS
Industry Religious Institutions
Experience
Memorial Lutheran Church - LCMS December 2009 - Present
INVESCO January 2004 - January 2009
INVESCO (ex A I M Management Group Inc.) January 1999 - January 2004
A I M Management Group Inc. May 1986 - January 1999
Dalmine Anchor Pipe, Inc. May 1979 - February 1986
Skills
Legal Research, Risk Management, SEC, Equities, Asset Managment, SEC filings, Securities, Mutual Funds, Alternative Investments, Corporate Law, Investments, Portfolio Management, Strategic Planning, Contract Negotiation, Financial Analysis
Education
Rice University
Continuing Education
San Diego State University-California State University
Business Administration
Memorial Lutheran Church - LCMS December 2009 - Present
INVESCO January 2004 - January 2009
INVESCO (ex A I M Management Group Inc.) January 1999 - January 2004
A I M Management Group Inc. May 1986 - January 1999
Dalmine Anchor Pipe, Inc. May 1979 - February 1986
Skills
Legal Research, Risk Management, SEC, Equities, Asset Managment, SEC filings, Securities, Mutual Funds, Alternative Investments, Corporate Law, Investments, Portfolio Management, Strategic Planning, Contract Negotiation, Financial Analysis
Education
Rice University
Continuing Education
San Diego State University-California State University
Business Administration
Francis Mosqueda's Invesco Experience October 2007 - Present
Job Quality Assurance Specialist at Invesco
Industry Financial Services
Experience
Invesco October 2007 - Present
Invesco Trimark September 2005 - September 2007
Invesco Trimark October 2001 - August 2005
Skills
Mutual Funds, Financial Services, Process Improvement, Team Leadership, Customer Service, Call Centers, Microsoft Office, Analysis, Microsoft Excel, Back Office, Performance Improvement, Wedding Photography, Event Photography
Education
Seneca College of Applied Arts and Technology 1997 — 2000
Diploma, Accounting and Finance
Invesco October 2007 - Present
Invesco Trimark September 2005 - September 2007
Invesco Trimark October 2001 - August 2005
Skills
Mutual Funds, Financial Services, Process Improvement, Team Leadership, Customer Service, Call Centers, Microsoft Office, Analysis, Microsoft Excel, Back Office, Performance Improvement, Wedding Photography, Event Photography
Education
Seneca College of Applied Arts and Technology 1997 — 2000
Diploma, Accounting and Finance
Linda Polite's Invesco Experience 2011 - 2011
Job Professional
Industry Accounting
Experience
Accretive Solutions February 2011 - Present
The Atlanta Housing Authority 2013 - 2013
Accretive Solutions 2011 - 2011
Invesco 2011 - 2011
Resource Mosaic 2009 - 2009
Verizon Business 2003 - 2009
AT&T Mobility 1999 - 2003
Parson Consulting 1999 - 2003
Education
Oakwood College 1981 — 1985
BS, Accounting and Business Administration
Pine Forge Academy 1978 — 1981
Accretive Solutions February 2011 - Present
The Atlanta Housing Authority 2013 - 2013
Accretive Solutions 2011 - 2011
Invesco 2011 - 2011
Resource Mosaic 2009 - 2009
Verizon Business 2003 - 2009
AT&T Mobility 1999 - 2003
Parson Consulting 1999 - 2003
Education
Oakwood College 1981 — 1985
BS, Accounting and Business Administration
Pine Forge Academy 1978 — 1981
Gina Hackett-Champ's Invesco Experience 1997 - 2006
Job Marketing Manager at Innovest Portfolio Solutions
Industry Investment Management
Experience
Innovest Portfolio Solutions July 2011 - Present
OppenheimerFunds April 2010 - July 2011
Invesco Aim 2006 - 2009
Invesco 1997 - 2006
INVESCO FUNDS GROUP 1999 - 2004
Education
Regis University 1993 — 1997
BA, English Literature
Regis University
MA, Adult Education/Training
Innovest Portfolio Solutions July 2011 - Present
OppenheimerFunds April 2010 - July 2011
Invesco Aim 2006 - 2009
Invesco 1997 - 2006
INVESCO FUNDS GROUP 1999 - 2004
Education
Regis University 1993 — 1997
BA, English Literature
Regis University
MA, Adult Education/Training
Shirley Anderson- Cox's Invesco Experience April 2009 - September 2014
Job Accounting Professional
Industry Accounting
Experience
Invesco April 2009 - September 2014
Callaway Partners 2004 - 2007
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Auditing, Account Reconciliation, Strategic Financial..., Asset Management, Tax, Investments, Financial Accounting, Internal Controls, Due Diligence, General Ledger, Valuation
Education
Mississippi State University
BSE, Accounting
Invesco April 2009 - September 2014
Callaway Partners 2004 - 2007
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Auditing, Account Reconciliation, Strategic Financial..., Asset Management, Tax, Investments, Financial Accounting, Internal Controls, Due Diligence, General Ledger, Valuation
Education
Mississippi State University
BSE, Accounting
Rene Reyna Jr.'s Invesco Experience January 2010 - October 2012
Job Business Development Unit Investment Trusts at Invesco
Industry Financial Services
Experience
Invesco - 5 years with Firm October 2012 - Present
Invesco January 2010 - October 2012
JPMorgan Chase March 2007 - July 2009
AIREY FINANCIAL GROUP June 2005 - March 2007
Skills
Mutual Funds, Investments, Series 7, Financial Services, Series 63, Series 6, Finance, Asset Allocation, Sales, Financial Planning
Education
Purdue University 1999 — 2003
Bachelor's, Financial Counseling and Planning
Calumet College of St. Joseph's 2003 — 2005
Bachelor's, Secondary Business Education
Invesco - 5 years with Firm October 2012 - Present
Invesco January 2010 - October 2012
JPMorgan Chase March 2007 - July 2009
AIREY FINANCIAL GROUP June 2005 - March 2007
Skills
Mutual Funds, Investments, Series 7, Financial Services, Series 63, Series 6, Finance, Asset Allocation, Sales, Financial Planning
Education
Purdue University 1999 — 2003
Bachelor's, Financial Counseling and Planning
Calumet College of St. Joseph's 2003 — 2005
Bachelor's, Secondary Business Education
Jim Pfertner's Invesco Experience February 2013 - Present
Job Senior Securities Analyst at Invesco
Industry Investment Management
Experience
Invesco February 2013 - Present
Highland Capital Management, L.P. March 2011 - February 2013
Highland Capital Management, L.P. July 2007 - February 2011
Prudential Mortgage Capital Company 2005 - 2007
Skills
Portfolio Management, Alternative Investments, Leveraged Finance, Structured Finance, Fixed Income, Bonds, Securitization, High Yield, Structured Products, Bloomberg, Oil/Gas, Energy Industry, MLP, CMBS, REITs, Financial Structuring, Credit, Trading, CRE CDO, Credit Analysis, Corporate Finance, Restructuring, Trepp, Intex
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance
The University of Texas at Austin 1997 — 2001
BA, Economics
Invesco February 2013 - Present
Highland Capital Management, L.P. March 2011 - February 2013
Highland Capital Management, L.P. July 2007 - February 2011
Prudential Mortgage Capital Company 2005 - 2007
Skills
Portfolio Management, Alternative Investments, Leveraged Finance, Structured Finance, Fixed Income, Bonds, Securitization, High Yield, Structured Products, Bloomberg, Oil/Gas, Energy Industry, MLP, CMBS, REITs, Financial Structuring, Credit, Trading, CRE CDO, Credit Analysis, Corporate Finance, Restructuring, Trepp, Intex
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance
The University of Texas at Austin 1997 — 2001
BA, Economics
Deborah Schriber-Barkley's Invesco Experience 1986 - 1996
Job Manager Faculty & Labor Relations at Montana State University
Industry Higher Education
Experience
Montana State University November 2012 - Present
Central Washington University February 2004 - October 2012
MetLife - Denver November 1996 - August 2000
INVESCO 1986 - 1996
Skills
Leadership Development, Labor Relations, Organizational..., Onboarding, Employee Engagement, Deferred Compensation, Personal Development, Adult Education, Program Development, Team Building, Teaching, Curriculum Design, Community Outreach, Curriculum Development, Grant Writing, Change Management, Conflict Resolution, Student Development, Human Resources, Higher Education, Public Speaking, Leadership, Nonprofits, Event Planning
Education
Rocky Mountain College
University of Denver
Bachelor of Arts (B.A.), Theater and English
Montana State University November 2012 - Present
Central Washington University February 2004 - October 2012
MetLife - Denver November 1996 - August 2000
INVESCO 1986 - 1996
Skills
Leadership Development, Labor Relations, Organizational..., Onboarding, Employee Engagement, Deferred Compensation, Personal Development, Adult Education, Program Development, Team Building, Teaching, Curriculum Design, Community Outreach, Curriculum Development, Grant Writing, Change Management, Conflict Resolution, Student Development, Human Resources, Higher Education, Public Speaking, Leadership, Nonprofits, Event Planning
Education
Rocky Mountain College
University of Denver
Bachelor of Arts (B.A.), Theater and English
Jude Dant, CIPM's Invesco Experience March 2013 - Present
Job Account Onboarding Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco March 2013 - Present
Invesco Ltd. October 2004 - March 2013
Invesco Ltd. February 2002 - October 2004
Hilliard Lyons July 2000 - February 2002
Skills
Data Analysis, Performance Analysis, Series 7, Institutional..., Performance Measurement
Education
Murray State University 1996 — 2000
Bachelors, Finance
Trinity High School
Invesco March 2013 - Present
Invesco Ltd. October 2004 - March 2013
Invesco Ltd. February 2002 - October 2004
Hilliard Lyons July 2000 - February 2002
Skills
Data Analysis, Performance Analysis, Series 7, Institutional..., Performance Measurement
Education
Murray State University 1996 — 2000
Bachelors, Finance
Trinity High School
Latrice Hughes's Invesco Experience 2008 - Present
Job Legal Secretary at Invesco
Industry Financial Services
Experience
Invesco 2008 - Present
AIM Investments January 2001 - March 2008
Skills
Mutual Funds, Securities, Investments, Financial Services, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Portfolio Management, Equities, Asset Management, Customer Service, Hedge Funds
Education
North Carolina Agricultural and Technical State University
Business Administration, Marketing
Tabb High School
Invesco 2008 - Present
AIM Investments January 2001 - March 2008
Skills
Mutual Funds, Securities, Investments, Financial Services, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Portfolio Management, Equities, Asset Management, Customer Service, Hedge Funds
Education
North Carolina Agricultural and Technical State University
Business Administration, Marketing
Tabb High School
Elizabeth Armstrong, CFA's Invesco Experience 1997 - 2001
Job Independent Investment Management Professional
Industry Investment Management
Experience
AllianceBernstein 2005 - 2007
GIC 2001 - 2005
Invesco 1997 - 2001
ForstmannLeff 1990 - 1997
Skills
Equities, Equity Research, Investment Management, Hedge Funds, Financial Analysis, Fixed Income, Equity Valuation, Investments, Asset Management, Alternative Investments, Portfolio Management, Valuation
Education
Rutgers, The State University of New Jersey-Newark
Master of Business Administration (MBA), Finance, General
State University of New York College at Brockport
Bachelor of Science (BS)
St. Michael's Academy
AllianceBernstein 2005 - 2007
GIC 2001 - 2005
Invesco 1997 - 2001
ForstmannLeff 1990 - 1997
Skills
Equities, Equity Research, Investment Management, Hedge Funds, Financial Analysis, Fixed Income, Equity Valuation, Investments, Asset Management, Alternative Investments, Portfolio Management, Valuation
Education
Rutgers, The State University of New Jersey-Newark
Master of Business Administration (MBA), Finance, General
State University of New York College at Brockport
Bachelor of Science (BS)
St. Michael's Academy
Linda Thoun Maxwell's Invesco Experience October 2013 - February 2015
Job Product Operations Marketer at Invesco US
Industry Investment Management
Experience
Invesco US March 2015 - Present
Invesco October 2013 - February 2015
Invesco Ltd. August 2011 - October 2013
Invesco Ltd. October 2007 - August 2011
Invesco Ltd. September 2006 - August 2007
Saltgrass Steakhouse May 2002 - October 2006
Havin's & Associates September 2001 - 2003
Skills
Mutual Funds, Product Marketing, Project Management, Continuous Improvement, Time Management, Microsoft Office, Series 6, Client Services, Team Leadership, Institutional..., Financial Services, Closed-end Funds, Money Market Funds, Institutional Investors, Client Education, Client Service Oriented, Highly detail oriented, Efficiency, Organization, Mentoring
Education
University of Houston 2012 — 2015
Master of Business Administration (M.B.A.), 3.9 GPA
University of Houston 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
Midland College 2000 — 2002
General Studies
Invesco US March 2015 - Present
Invesco October 2013 - February 2015
Invesco Ltd. August 2011 - October 2013
Invesco Ltd. October 2007 - August 2011
Invesco Ltd. September 2006 - August 2007
Saltgrass Steakhouse May 2002 - October 2006
Havin's & Associates September 2001 - 2003
Skills
Mutual Funds, Product Marketing, Project Management, Continuous Improvement, Time Management, Microsoft Office, Series 6, Client Services, Team Leadership, Institutional..., Financial Services, Closed-end Funds, Money Market Funds, Institutional Investors, Client Education, Client Service Oriented, Highly detail oriented, Efficiency, Organization, Mentoring
Education
University of Houston 2012 — 2015
Master of Business Administration (M.B.A.), 3.9 GPA
University of Houston 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
Midland College 2000 — 2002
General Studies
Jean McFadden's Invesco Experience August 1989 - March 2007
Job Product Development/Project Mgmt at Dorchester Capital Mgmt
Industry Financial Services
Experience
Dorchester Capital Mgmt April 2007 - Present
Invesco August 1989 - March 2007
John Hancock Financial Services April 1995 - August 1998
Transamerica Fund Mgmt Co. February 1990 - April 1995
Skills
Project Management, Marketing Communications, Editing, Strategic Planning, Customer Service, Research Analysis, Product Management, Product Training
Education
Rice University 1987 — 1989
Master of Business Administration (M.B.A.), Marketing
Washington College
Bachelor of Arts (B.A.), French Language and Literature
Dorchester Capital Mgmt April 2007 - Present
Invesco August 1989 - March 2007
John Hancock Financial Services April 1995 - August 1998
Transamerica Fund Mgmt Co. February 1990 - April 1995
Skills
Project Management, Marketing Communications, Editing, Strategic Planning, Customer Service, Research Analysis, Product Management, Product Training
Education
Rice University 1987 — 1989
Master of Business Administration (M.B.A.), Marketing
Washington College
Bachelor of Arts (B.A.), French Language and Literature
Antonio Reina's Invesco Experience November 2013 - Present
Job Counsel at Invesco
Industry Investment Management
Experience
Invesco November 2013 - Present
Deutsche Asset Management November 2003 - November 2013
Rutgers Community Law Clinic August 2002 - May 2003
Japan Federation of Bar Associations February 2002 - April 2002
Skills
Corporate Law, Corporate Governance, Due Diligence, Hedge Funds, Legal Writing, Trading, Securities Regulation, Joint Ventures, Structured Products, Securities, Private Equity, Investments
Education
Rutgers University School of Law - Newark 2000 — 2003
Juris Doctorate, Law
Rutgers, Newark College of Arts and Science
Bachelor of Science
Temple University - James E. Beasley School of Law
Invesco November 2013 - Present
Deutsche Asset Management November 2003 - November 2013
Rutgers Community Law Clinic August 2002 - May 2003
Japan Federation of Bar Associations February 2002 - April 2002
Skills
Corporate Law, Corporate Governance, Due Diligence, Hedge Funds, Legal Writing, Trading, Securities Regulation, Joint Ventures, Structured Products, Securities, Private Equity, Investments
Education
Rutgers University School of Law - Newark 2000 — 2003
Juris Doctorate, Law
Rutgers, Newark College of Arts and Science
Bachelor of Science
Temple University - James E. Beasley School of Law
Priscilla Bredy's Invesco Experience August 1986 - November 1987
Job Energy Chemistry Technologies Division Controller at Flotek Industries, Inc.
Industry Oil & Energy
Experience
Flotek Industries, Inc. April 2015 - Present
Flotek Industries, Inc. August 2007 - April 2015
Halliburton June 2006 - May 2007
Halliburton April 2006 - June 2006
Halliburton August 1997 - September 1997
Halliburton June 1993 - August 1997
Halliburton January 1992 - June 1993
Halliburton May 1988 - January 1992
Security National Bank December 1987 - May 1988
Invesco August 1986 - November 1987
Skills
Petroleum, Internal Controls, Sarbanes-Oxley Act, Auditing, JD Edwards, Accounting, General Ledger, Internal Audit, Financial Analysis, Navision, Business Process..., Microsoft Excel, Budgets, SAP, Supply Chain Management, Oil/Gas, Oilfield, Process Improvement, Inventory Management, Financial Reporting, Operations Management, Account Reconciliation, Leadership, Program Management, Analysis, Finance, Forecasting, Payroll, Financial Accounting, Training, ERP, US GAAP, Purchasing, Accounts Payable
Education
University of Oklahoma 1982 — 1985
Bachelor's degree, Accounting
Oklahoma State University 1981 — 1982
Flotek Industries, Inc. April 2015 - Present
Flotek Industries, Inc. August 2007 - April 2015
Halliburton June 2006 - May 2007
Halliburton April 2006 - June 2006
Halliburton August 1997 - September 1997
Halliburton June 1993 - August 1997
Halliburton January 1992 - June 1993
Halliburton May 1988 - January 1992
Security National Bank December 1987 - May 1988
Invesco August 1986 - November 1987
Skills
Petroleum, Internal Controls, Sarbanes-Oxley Act, Auditing, JD Edwards, Accounting, General Ledger, Internal Audit, Financial Analysis, Navision, Business Process..., Microsoft Excel, Budgets, SAP, Supply Chain Management, Oil/Gas, Oilfield, Process Improvement, Inventory Management, Financial Reporting, Operations Management, Account Reconciliation, Leadership, Program Management, Analysis, Finance, Forecasting, Payroll, Financial Accounting, Training, ERP, US GAAP, Purchasing, Accounts Payable
Education
University of Oklahoma 1982 — 1985
Bachelor's degree, Accounting
Oklahoma State University 1981 — 1982
Debra Cunningham's Invesco Experience August 2011 - Present
Job Senior Business Analyst/ Project Manager at Invesco
Industry Financial Services
Experience
Invesco August 2011 - Present
SMBC Capital Markets September 2004 - July 2011
Omgeo February 2004 - August 2004
Credit Suisse September 2002 - August 2003
ASAHI BANK, LTD March 1999 - March 2002
ASAHI BANK, LTD March 1999 - March 2002
ACCENTURE, Business Process Management June 1998 - March 1999
SUSQUEHANNA PARTNERS December 1992 - April 1998
Skills
Business Analysis, Security, Use Case Analysis, SDLC, Project Management, User Acceptance Testing, Visio, Vendor Management, Agile Methodologies, Risk Management, Analysis, Quality Assurance, Fixed Income, Software Development
Education
Rensselaer Polytechnic Institute 1977 — 1981
B.S, Mathematics of Operations Research and Statistics
Invesco August 2011 - Present
SMBC Capital Markets September 2004 - July 2011
Omgeo February 2004 - August 2004
Credit Suisse September 2002 - August 2003
ASAHI BANK, LTD March 1999 - March 2002
ASAHI BANK, LTD March 1999 - March 2002
ACCENTURE, Business Process Management June 1998 - March 1999
SUSQUEHANNA PARTNERS December 1992 - April 1998
Skills
Business Analysis, Security, Use Case Analysis, SDLC, Project Management, User Acceptance Testing, Visio, Vendor Management, Agile Methodologies, Risk Management, Analysis, Quality Assurance, Fixed Income, Software Development
Education
Rensselaer Polytechnic Institute 1977 — 1981
B.S, Mathematics of Operations Research and Statistics
Eunice Hadley's Invesco Experience November 2000 - Present
Job Training Consultant at Invesco
Industry Financial Services
Experience
Invesco November 2000 - Present
Office of Family Support May 1990 - August 1998
Skills
Mutual Funds, Investments, Retirement, Securities, Retirement Planning, Series 6, Certified Retirement..., Training, Management
Education
Southern University at New Orleans 1995 — 1998
Bachelor of Science (BS), Psychology
Invesco November 2000 - Present
Office of Family Support May 1990 - August 1998
Skills
Mutual Funds, Investments, Retirement, Securities, Retirement Planning, Series 6, Certified Retirement..., Training, Management
Education
Southern University at New Orleans 1995 — 1998
Bachelor of Science (BS), Psychology
Maxwell Damske's Invesco Experience May 2013 - Present
Job Junior Developer at Invesco/Powershares
Industry Computer Software
Experience
Invesco May 2013 - Present
Sentry 360 Security August 2012 - May 2013
Brilliant Idea Software February 2010 - August 2012
Skills
•Microsoft .NET –..., •Microsoft SQL Server..., •Visual Studio 2010 –..., •Web Design &..., •Android phone...
Education
North Central College 2009 — 2011
Bachelor of Science (B.S.), Computer Science
Northern Illinois University 2007 — 2009
Invesco May 2013 - Present
Sentry 360 Security August 2012 - May 2013
Brilliant Idea Software February 2010 - August 2012
Skills
•Microsoft .NET –..., •Microsoft SQL Server..., •Visual Studio 2010 –..., •Web Design &..., •Android phone...
Education
North Central College 2009 — 2011
Bachelor of Science (B.S.), Computer Science
Northern Illinois University 2007 — 2009
ted michalopoulos's Invesco Experience May 2000 - March 2002
Job Financial Operations/Services Professional
Industry Financial Services
Experience
Sate Street September 2003 - January 2009
Invesco May 2000 - March 2002
Scudder Mutual Funds June 1987 - February 2000
Skills
Financial Services, Fixed Income, Mutual Funds, Securities, Equities, Finance, Portfolio Management, Trading
Education
Sullivan & Cogliano 2011 — 2012
Comp TIA A+ certification, A+ Help Desk, 4.0
Rhode Island College 1982 — 1986
BS Management, Business, 3.0
Sate Street September 2003 - January 2009
Invesco May 2000 - March 2002
Scudder Mutual Funds June 1987 - February 2000
Skills
Financial Services, Fixed Income, Mutual Funds, Securities, Equities, Finance, Portfolio Management, Trading
Education
Sullivan & Cogliano 2011 — 2012
Comp TIA A+ certification, A+ Help Desk, 4.0
Rhode Island College 1982 — 1986
BS Management, Business, 3.0
Kent Moser's Invesco Experience September 2013 - Present
Job Lead Developer at Nordic Energy Services, LLC
Industry Oil & Energy
Experience
Invesco September 2013 - Present
Nordic Energy Services, LLC September 2007 - September 2013
Sogeti April 2007 - September 2007
Software Architects February 1996 - April 2007
Skills
C#.NET 2.0 - Windows..., Microsoft Access, SSIS 2005/2008, SQL Server..., DTS, Microsoft SQL Server, C#, Databases, SSIS
Education
Northern Illinois University 1988 — 1993
Bachelor of Science (B.S.), Computer Science
Palatine High School 1984 — 1988
Invesco September 2013 - Present
Nordic Energy Services, LLC September 2007 - September 2013
Sogeti April 2007 - September 2007
Software Architects February 1996 - April 2007
Skills
C#.NET 2.0 - Windows..., Microsoft Access, SSIS 2005/2008, SQL Server..., DTS, Microsoft SQL Server, C#, Databases, SSIS
Education
Northern Illinois University 1988 — 1993
Bachelor of Science (B.S.), Computer Science
Palatine High School 1984 — 1988
Elisa Reyna's Invesco Experience January 2001 - September 2004
Job Sr. Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2011 - Present
Charles Schwab October 2004 - January 2011
Invesco January 2001 - September 2004
Skills
QKA, QPA, Retirement Planning, Client Services, 401k, Retirement, Qualified Retirement..., Defined Contribution, ERISA, Pensions, Employee Benefits, Process Improvement, Asset Allocation
Education
St. Edward's University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Charles Schwab January 2011 - Present
Charles Schwab October 2004 - January 2011
Invesco January 2001 - September 2004
Skills
QKA, QPA, Retirement Planning, Client Services, 401k, Retirement, Qualified Retirement..., Defined Contribution, ERISA, Pensions, Employee Benefits, Process Improvement, Asset Allocation
Education
St. Edward's University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Robert Mills's Invesco Experience May 2012 - August 2012
Job Associate at Avista Capital Partners
Industry Oil & Energy
Experience
Avista Capital Partners August 2015 - Present
Goldman Sachs July 2013 - Present
Invesco May 2012 - August 2012
Goldman Sachs May 2011 - August 2011
Salient Partners May 2010 - August 2010
Skills
Bloomberg, Equity Research, Financial Modeling, Valuation, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science (MS), Finance
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Avista Capital Partners August 2015 - Present
Goldman Sachs July 2013 - Present
Invesco May 2012 - August 2012
Goldman Sachs May 2011 - August 2011
Salient Partners May 2010 - August 2010
Skills
Bloomberg, Equity Research, Financial Modeling, Valuation, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science (MS), Finance
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Katharine Roth's Invesco Experience January 2000 - October 2002
Job Coo
Industry Individual & Family Services
Experience
Roth international enterprises December 2001 - Present
INVESCO January 2000 - October 2002
Skills
Strategic Planning, Nonprofits, Leadership, Public Speaking, Customer Service, Entrepreneurship, Team Building, Business Strategy, Strategy, Program Management, Project Management, Start-ups, Marketing, Event Planning, Business Development
Education
Saint Joseph's University 1994 — 1998
Master of Business Administration (MBA)
Sweet Briar College 1984 — 1988
Bachelor of Arts (BA), English Language and Literature, General
Roth international enterprises December 2001 - Present
INVESCO January 2000 - October 2002
Skills
Strategic Planning, Nonprofits, Leadership, Public Speaking, Customer Service, Entrepreneurship, Team Building, Business Strategy, Strategy, Program Management, Project Management, Start-ups, Marketing, Event Planning, Business Development
Education
Saint Joseph's University 1994 — 1998
Master of Business Administration (MBA)
Sweet Briar College 1984 — 1988
Bachelor of Arts (BA), English Language and Literature, General
John Shankle's Invesco Experience May 2012 - Present
Job Senior Java Architect at Invesco
Industry Investment Management
Experience
Invesco May 2012 - Present
Invesco February 2007 - May 2012
Shaw Systems Associates, Inc. January 2006 - December 2006
New Constructs September 2004 - January 2006
FuelQuest April 2003 - September 2004
JLWortham October 2002 - April 2003
SAT Corporation November 2001 - June 2002
Questia Media May 2000 - November 2001
Skills
Java, Integration, Agile Methodologies, Requirements Analysis, SQL, Software Development
Education
New Mexico State University 1995 — 2000
Bachelor of Science (BS), Mechanical Engineering
Invesco May 2012 - Present
Invesco February 2007 - May 2012
Shaw Systems Associates, Inc. January 2006 - December 2006
New Constructs September 2004 - January 2006
FuelQuest April 2003 - September 2004
JLWortham October 2002 - April 2003
SAT Corporation November 2001 - June 2002
Questia Media May 2000 - November 2001
Skills
Java, Integration, Agile Methodologies, Requirements Analysis, SQL, Software Development
Education
New Mexico State University 1995 — 2000
Bachelor of Science (BS), Mechanical Engineering
Sharon Manza's Invesco Experience March 1999 - February 2005
Job Formerly Associate Director at MacKay Shields LLC
Industry Investment Management
Experience
MacKay Shields LLC September 2013 - February 2015
ARTIO GLOBAL July 2008 - August 2013
Lazard Asset Management LLC February 2005 - July 2008
Invesco March 1999 - February 2005
Skills
Investment Management, Mutual Funds, Fixed Income, Equities, Hedge Funds, Asset Allocation, Bloomberg, Alternative Investments, Portfolio Management
Education
Pace University
Bachelor of Arts (BA), Economics
MacKay Shields LLC September 2013 - February 2015
ARTIO GLOBAL July 2008 - August 2013
Lazard Asset Management LLC February 2005 - July 2008
Invesco March 1999 - February 2005
Skills
Investment Management, Mutual Funds, Fixed Income, Equities, Hedge Funds, Asset Allocation, Bloomberg, Alternative Investments, Portfolio Management
Education
Pace University
Bachelor of Arts (BA), Economics
Shannon Zeng's Invesco Experience December 2013 - July 2015
Job CPA, Chartered Accountant
Industry Accounting
Experience
Invesco US July 2015 - Present
Invesco December 2013 - July 2015
Invesco April 2013 - November 2013
Neighborhood Centers Inc. January 2013 - April 2013
Bongiorno & Partners (VIC) Pty Ltd March 2012 - May 2012
KBH Partners Pty Ltd September 2008 - October 2011
Education
Monash University 2005 — 2007
Master of Practising Accounting & Business Law
Invesco US July 2015 - Present
Invesco December 2013 - July 2015
Invesco April 2013 - November 2013
Neighborhood Centers Inc. January 2013 - April 2013
Bongiorno & Partners (VIC) Pty Ltd March 2012 - May 2012
KBH Partners Pty Ltd September 2008 - October 2011
Education
Monash University 2005 — 2007
Master of Practising Accounting & Business Law
Ben Allison's Invesco Experience September 1999 - March 2007
Job Advisor at Pillar Financial Advisors, LLC
Industry Investment Management
Experience
Pillar Financial Advisors, LLC May 2013 - Present
Deutsche Bank March 2007 - June 2012
Invesco September 1999 - March 2007
AEGON Americas 1994 - 1999
PNC 1987 - 1989
Skills
Strategic Financial..., Investment Advisory, Finance
Education
Miami University 1981 — 1985
BS, Finance, General
York High School
York High School
York High School
Pillar Financial Advisors, LLC May 2013 - Present
Deutsche Bank March 2007 - June 2012
Invesco September 1999 - March 2007
AEGON Americas 1994 - 1999
PNC 1987 - 1989
Skills
Strategic Financial..., Investment Advisory, Finance
Education
Miami University 1981 — 1985
BS, Finance, General
York High School
York High School
York High School
Riva Hughes's Invesco Experience September 2003 - Present
Job Fund Treasury Analyst
Industry Investment Management
Experience
Invesco September 2003 - Present
Education
Sam Houston State University
Bachelor of Business Administration (BBA), Accounting
Invesco September 2003 - Present
Education
Sam Houston State University
Bachelor of Business Administration (BBA), Accounting
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group