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
Valerie Brennan Valerie Brennan's Invesco Experience June 2013 - June 2014
Job Seeking parttime opportunity
Industry Financial Services
Experience
Invesco June 2013 - June 2014
Invesco Ltd. December 2011 - June 2013
Cobb Retirement Solutions December 2010 - November 2011
Invesco Ltd. April 2010 - November 2010
AIM Investments March 1994 - June 2006
Skills
Project Management, Relationship Management, Marketing Communications, Product Marketing, Business Development, Mutual Funds, Financial Services, Contract Negotiation, Sales Contracts, Databases, Retirement Planning, Customer Service, Brand Awareness, Sales Process, Proposal Writing, Editing, RFP, Institutional...
Education
The University of Texas at Austin 1990 — 1994
BBA, Marketing
Stratford High School 1986 — 1990
Invesco June 2013 - June 2014
Invesco Ltd. December 2011 - June 2013
Cobb Retirement Solutions December 2010 - November 2011
Invesco Ltd. April 2010 - November 2010
AIM Investments March 1994 - June 2006
Skills
Project Management, Relationship Management, Marketing Communications, Product Marketing, Business Development, Mutual Funds, Financial Services, Contract Negotiation, Sales Contracts, Databases, Retirement Planning, Customer Service, Brand Awareness, Sales Process, Proposal Writing, Editing, RFP, Institutional...
Education
The University of Texas at Austin 1990 — 1994
BBA, Marketing
Stratford High School 1986 — 1990
Chrissa Wyntjes, MBA Chrissa Wyntjes, MBA's Invesco Experience August 2012 - April 2015
Job Internal Sales Consultant
Industry Financial Services
Experience
Invesco August 2012 - April 2015
Invesco October 2011 - July 2012
Invesco January 2011 - September 2011
Houston Aeros Hockey Club August 2010 - July 2011
Seguin ISD August 2009 - July 2010
Texas State University November 2008 - May 2009
Vector Marketing June 2006 - September 2007
Skills
Microsoft Office, Sales, Microsoft Excel, Data Analysis, Statistics, Social Media, SharePoint, Outlook, Coaching, Social Networking, Customer Service, Public Speaking, Microsoft Word, Analysis, Time Management, Event Management, PowerPoint, Leadership, Training
Education
University of Houston-Clear Lake 2010 — 2012
Masters, MBA with a Finance Concentration
Texas State University 2006 — 2009
BBA, Business Management
Pasadena Memorial High School
Invesco August 2012 - April 2015
Invesco October 2011 - July 2012
Invesco January 2011 - September 2011
Houston Aeros Hockey Club August 2010 - July 2011
Seguin ISD August 2009 - July 2010
Texas State University November 2008 - May 2009
Vector Marketing June 2006 - September 2007
Skills
Microsoft Office, Sales, Microsoft Excel, Data Analysis, Statistics, Social Media, SharePoint, Outlook, Coaching, Social Networking, Customer Service, Public Speaking, Microsoft Word, Analysis, Time Management, Event Management, PowerPoint, Leadership, Training
Education
University of Houston-Clear Lake 2010 — 2012
Masters, MBA with a Finance Concentration
Texas State University 2006 — 2009
BBA, Business Management
Pasadena Memorial High School
Ernest Dison Ernest Dison's Invesco Experience December 2005 - January 2009
Job Retire Secure Employee Benefit Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Thrivent Financial March 2010 - June 2014
INVESCO December 2005 - January 2009
ADAM Community Development Corporation January 2008 - December 2008
INVESCO January 2002 - December 2005
World Financial Group October 1999 - January 2002
Citicorp Investment serv April 1996 - September 1999
M.S. Farrell Inc August 1995 - March 1996
Skills
Series 7, Financial Services, Mutual Funds, Securities, Retirement Planning, Investments, Retirement, 401k, Series 63, Investment Advisory, Insurance
Education
Strayer University 2006 — 2008
MBA, Finance
University of Louisiana at Monroe 1990 — 1995
BBA, Management
Principal Financial Group June 2014 - Present
Thrivent Financial March 2010 - June 2014
INVESCO December 2005 - January 2009
ADAM Community Development Corporation January 2008 - December 2008
INVESCO January 2002 - December 2005
World Financial Group October 1999 - January 2002
Citicorp Investment serv April 1996 - September 1999
M.S. Farrell Inc August 1995 - March 1996
Skills
Series 7, Financial Services, Mutual Funds, Securities, Retirement Planning, Investments, Retirement, 401k, Series 63, Investment Advisory, Insurance
Education
Strayer University 2006 — 2008
MBA, Finance
University of Louisiana at Monroe 1990 — 1995
BBA, Management
Andrew Shepard Andrew Shepard's Invesco Experience June 2013 - August 2013
Job Refining & Oil Markets Analyst at Wood Mackenzie
Industry Oil & Energy
Experience
Wood Mackenzie January 2015 - Present
McCoy Student Managed Investment Fund August 2014 - December 2014
Wood Mackenzie June 2014 - August 2014
Invesco June 2013 - August 2013
Texas State University 2013 - 2013
Self Employed August 2012 - December 2012
Education
Texas State University 2010 — 2014
BBA, Economics, minor in Mathematics, 4.0
Wood Mackenzie January 2015 - Present
McCoy Student Managed Investment Fund August 2014 - December 2014
Wood Mackenzie June 2014 - August 2014
Invesco June 2013 - August 2013
Texas State University 2013 - 2013
Self Employed August 2012 - December 2012
Education
Texas State University 2010 — 2014
BBA, Economics, minor in Mathematics, 4.0
Melissa Neckar Melissa Neckar's Invesco Experience April 2000 - Present
Job Senior Product Specialist at Invesco
Industry Real Estate
Experience
Invesco April 2000 - Present
Skills
Portfolio Management, Investments, Asset Management, Alternative Investments, Hedge Funds, Real Estate Economics, Mutual Funds, Commercial Real Estate, Valuation
Education
Texas A&M University
Master's degree, Land Economics & Real Estate
Texas A&M University
Bachelor of Applied Science (B.A.Sc.), Agricultural Economics
Invesco April 2000 - Present
Skills
Portfolio Management, Investments, Asset Management, Alternative Investments, Hedge Funds, Real Estate Economics, Mutual Funds, Commercial Real Estate, Valuation
Education
Texas A&M University
Master's degree, Land Economics & Real Estate
Texas A&M University
Bachelor of Applied Science (B.A.Sc.), Agricultural Economics
Renee Chapman Isberg Renee Chapman Isberg's Invesco Experience February 1999 - October 2002
Job VP, Professional Development Program Manager at State Street Global Markets
Industry Investment Management
Experience
State Street Global Markets October 2014 - Present
FTN Consulting January 2012 - Present
State Street Global Advisors May 2007 - November 2011
T. Rowe Price October 2002 - May 2007
INVESCO February 1999 - October 2002
Federal Reserve Bank March 1998 - April 1999
Kirkpatrick Pettis June 1997 - January 1998
Bank of America November 1994 - May 1997
Aegon September 1991 - October 1994
Skills
Asset Management, Series 7, Series 63, Mutual Funds, Strategic Planning, Consultative Selling, Bonds, Investments, Account Management, Professional Coaching, Energy Leadership Index..., Relationship Management, Fixed Income, Coaching, Equities, Asset Allocation, Alternative Investments, Leadership, Investment Strategies, Portfolio Management, Hedge Funds, Securities, Financial Services, Investment Advisory, Bloomberg, Selling
Education
Loyola College in Maryland 1993 — 1995
Business Administration and Management, General
The University of Texas at San Antonio 1988 — 1991
Bachelor of Business Administration, Business Management
St. Mary's College of Maryland 1987 — 1988
Liberal Arts and Sciences/Liberal Studies
State Street Global Markets October 2014 - Present
FTN Consulting January 2012 - Present
State Street Global Advisors May 2007 - November 2011
T. Rowe Price October 2002 - May 2007
INVESCO February 1999 - October 2002
Federal Reserve Bank March 1998 - April 1999
Kirkpatrick Pettis June 1997 - January 1998
Bank of America November 1994 - May 1997
Aegon September 1991 - October 1994
Skills
Asset Management, Series 7, Series 63, Mutual Funds, Strategic Planning, Consultative Selling, Bonds, Investments, Account Management, Professional Coaching, Energy Leadership Index..., Relationship Management, Fixed Income, Coaching, Equities, Asset Allocation, Alternative Investments, Leadership, Investment Strategies, Portfolio Management, Hedge Funds, Securities, Financial Services, Investment Advisory, Bloomberg, Selling
Education
Loyola College in Maryland 1993 — 1995
Business Administration and Management, General
The University of Texas at San Antonio 1988 — 1991
Bachelor of Business Administration, Business Management
St. Mary's College of Maryland 1987 — 1988
Liberal Arts and Sciences/Liberal Studies
Chris Collie, CIMA® Chris Collie, CIMA®'s Invesco Experience February 2005 - Present
Job Invesco RVP Orange County
Industry Financial Services
Experience
Invesco February 2005 - Present
Skills
Series 7, Investments, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Asset Managment, Mutual Funds, Separately Managed..., ETFs, Asset Allocation, Alternative Investments, Closed-end Funds, Unit Investment Trusts, Series 63, Series 6, Asset Management, Portfolio Management, Retirement Planning, Securities, Series 24, Series 65, Uniform Combined State...
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Arts (B.A.)
Invesco February 2005 - Present
Skills
Series 7, Investments, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Asset Managment, Mutual Funds, Separately Managed..., ETFs, Asset Allocation, Alternative Investments, Closed-end Funds, Unit Investment Trusts, Series 63, Series 6, Asset Management, Portfolio Management, Retirement Planning, Securities, Series 24, Series 65, Uniform Combined State...
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Arts (B.A.)
Fritz Weiss Fritz Weiss's Invesco Experience January 1998 - November 2013
Job Entrepreneur
Industry Investment Management
Experience
Gigem Investments, LLC dba Salons by JC December 2013 - Present
Invesco January 1998 - November 2013
Accenture June 1987 - January 1998
Skills
IT Strategy, IT Operations, IT Management, Project Management, Business Intelligence, CRM, Talent Management, IT Solutions, Information Technology, Staff Development, Management, Strategy, Business Process, Leadership, Management Consulting
Education
Texas A&M University 1983 — 1987
Bachelor of Science (BS), Computer Science
Gigem Investments, LLC dba Salons by JC December 2013 - Present
Invesco January 1998 - November 2013
Accenture June 1987 - January 1998
Skills
IT Strategy, IT Operations, IT Management, Project Management, Business Intelligence, CRM, Talent Management, IT Solutions, Information Technology, Staff Development, Management, Strategy, Business Process, Leadership, Management Consulting
Education
Texas A&M University 1983 — 1987
Bachelor of Science (BS), Computer Science
Mary Juenke Mary Juenke's Invesco Experience May 2013 - Present
Job Fund Treasury Director at Invesco
Industry Financial Services
Experience
Invesco May 2013 - Present
Invesco Ltd. 2003 - April 2013
Invesco Aim 1998 - 2003
Invesco Aim 1994 - 1998
Skills
Fund Accounting, Mutual Funds, Financial Analysis, Accounting, Financial Modeling, Asset Managment, Account Reconciliation, Asset Management, Financial Services
Education
Texas A&M University 1987 — 1992
Bachelor of Business Administration, Accounting
Invesco May 2013 - Present
Invesco Ltd. 2003 - April 2013
Invesco Aim 1998 - 2003
Invesco Aim 1994 - 1998
Skills
Fund Accounting, Mutual Funds, Financial Analysis, Accounting, Financial Modeling, Asset Managment, Account Reconciliation, Asset Management, Financial Services
Education
Texas A&M University 1987 — 1992
Bachelor of Business Administration, Accounting
Chip Burgess Chip Burgess's Invesco Experience June 2010 - Present
Job Sr Analyst at Invesco
Industry Financial Services
Experience
Invesco June 2010 - Present
Morgan Stanley November 1995 - June 2010
Skills
Alternative Investments, Bloomberg, Fixed Income, Capital Markets, Equities, Portfolio Management, Hedge Funds, High Yield, Trading, Leveraged Finance, Structured Products, Asset Management, Investment Banking, Bonds, Investments, Valuation, Financial Modeling, Credit Analysis, Mutual Funds, Private Equity, Credit, Corporate Finance
Education
The University of Chicago - Booth School of Business
MBA
Invesco June 2010 - Present
Morgan Stanley November 1995 - June 2010
Skills
Alternative Investments, Bloomberg, Fixed Income, Capital Markets, Equities, Portfolio Management, Hedge Funds, High Yield, Trading, Leveraged Finance, Structured Products, Asset Management, Investment Banking, Bonds, Investments, Valuation, Financial Modeling, Credit Analysis, Mutual Funds, Private Equity, Credit, Corporate Finance
Education
The University of Chicago - Booth School of Business
MBA
Will Hickl's Invesco Experience 2011 - 2011
Job Senior Associate at EY
Industry Information Technology and Services
Experience
EY August 2015 - Present
PwC August 2014 - August 2015
Avalara (formerly FuelQuest) October 2012 - July 2014
UHY Advisors July 2012 - September 2012
Diocese of Houma-Thibodaux June 2012 - June 2012
Invesco 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, SQL, Photoshop, Windows, Social Media, Access, Visual Basic, Digital Media, Logic Pro, Motion Graphics, Music Production, Keyboardist, Leadership, Public Speaking, Business Analysis, Databases
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA), Management Information Systems
EY August 2015 - Present
PwC August 2014 - August 2015
Avalara (formerly FuelQuest) October 2012 - July 2014
UHY Advisors July 2012 - September 2012
Diocese of Houma-Thibodaux June 2012 - June 2012
Invesco 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, SQL, Photoshop, Windows, Social Media, Access, Visual Basic, Digital Media, Logic Pro, Motion Graphics, Music Production, Keyboardist, Leadership, Public Speaking, Business Analysis, Databases
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA), Management Information Systems
Heather Summers Heather Summers's Invesco Experience 2001 - 2002
Job Google Apps Consultant
Industry Information Technology and Services
Experience
The Judge Group November 2014 - Present
Above the Cloud July 2014 - Present
Coolhead Tech January 2014 - Present
Revevol July 2014 - August 2014
Summers Technology Training 2003 - July 2014
Appirio 2013 - 2014
INVESCO 2001 - 2002
Xerox 2000 - 2001
DeVry University 1999 - 2000
CompUSA 1996 - 1999
Skills
Training, Google Apps, Gmail, Google Calendar, Google Hangouts, Google+, Project Management, Cloud Computing, Instructional Design, Change Management, Software Documentation, AODocs, Project Planning, Analysis, Google Docs, Google Sheets, Google Slides, Google Sites, Go To Webinar, WebEx, Business Hangouts, Customer Service, Troubleshooting, Microsoft Office, Curriculum Design, Process Improvement, Social Media, Data Analysis, Program Management, Sales, Vendor Management, MS Project, Public Speaking, Problem Solving, Technical Writing, Business Intelligence, PowerPoint, Team Leadership, Windows, Sunny Disposition, iPad, Salesforce.com, iPhone, LinkedIn, Strategic Partnerships, Enterprise Software, Management, Leadership, Consulting, Microsoft Project
Education
Texas A&M University 1989 — 1993
Bachelor of Arts, English
Bellaire High School
The Judge Group November 2014 - Present
Above the Cloud July 2014 - Present
Coolhead Tech January 2014 - Present
Revevol July 2014 - August 2014
Summers Technology Training 2003 - July 2014
Appirio 2013 - 2014
INVESCO 2001 - 2002
Xerox 2000 - 2001
DeVry University 1999 - 2000
CompUSA 1996 - 1999
Skills
Training, Google Apps, Gmail, Google Calendar, Google Hangouts, Google+, Project Management, Cloud Computing, Instructional Design, Change Management, Software Documentation, AODocs, Project Planning, Analysis, Google Docs, Google Sheets, Google Slides, Google Sites, Go To Webinar, WebEx, Business Hangouts, Customer Service, Troubleshooting, Microsoft Office, Curriculum Design, Process Improvement, Social Media, Data Analysis, Program Management, Sales, Vendor Management, MS Project, Public Speaking, Problem Solving, Technical Writing, Business Intelligence, PowerPoint, Team Leadership, Windows, Sunny Disposition, iPad, Salesforce.com, iPhone, LinkedIn, Strategic Partnerships, Enterprise Software, Management, Leadership, Consulting, Microsoft Project
Education
Texas A&M University 1989 — 1993
Bachelor of Arts, English
Bellaire High School
Christopher SoRelle Christopher SoRelle's Invesco Experience May 2013 - November 2014
Job Inventory Control Analyst at Musket Corp.
Industry Oil & Energy
Experience
Musket Corp. November 2014 - Present
Invesco May 2013 - November 2014
Sigma Alpha Epsilon Fraternity April 2012 - December 2012
Outback Steakhouse April 2007 - August 2011
Skills
Microsoft Office, PowerPoint, Excel, Financial Analysis, Corporate Finance, Accounting, Analysis, Budgets, Microsoft Excel, Team Building, Leadership, Teamwork, Microsoft Word, Sales, Time Management
Education
Texas State University-San Marcos 2009 — 2012
Bachelor of Business Administration (BBA), Finance
Musket Corp. November 2014 - Present
Invesco May 2013 - November 2014
Sigma Alpha Epsilon Fraternity April 2012 - December 2012
Outback Steakhouse April 2007 - August 2011
Skills
Microsoft Office, PowerPoint, Excel, Financial Analysis, Corporate Finance, Accounting, Analysis, Budgets, Microsoft Excel, Team Building, Leadership, Teamwork, Microsoft Word, Sales, Time Management
Education
Texas State University-San Marcos 2009 — 2012
Bachelor of Business Administration (BBA), Finance
Ed Culver Ed Culver's Invesco Experience February 2002 - September 2005
Job Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2005 - Present
Invesco February 2002 - September 2005
Janus Capital Group December 1999 - April 2001
Skills
Finance and investing, Management, 401k, Finance, Analysis, Mutual Funds, Training, Investments, Call Centers, Microsoft Excel, Retirement, Series 6, Fixed Annuities, Databases
Education
Texas A&M University 1993 — 1998
Business Management
New York Life Insurance Company December 2005 - Present
Invesco February 2002 - September 2005
Janus Capital Group December 1999 - April 2001
Skills
Finance and investing, Management, 401k, Finance, Analysis, Mutual Funds, Training, Investments, Call Centers, Microsoft Excel, Retirement, Series 6, Fixed Annuities, Databases
Education
Texas A&M University 1993 — 1998
Business Management
Danielle Canga Danielle Canga's Invesco Experience March 2010 - July 2011
Job Traffic Coordinator at Derichebourg Recycling
Industry Logistics and Supply Chain
Experience
Derichebourg Recycling USA May 2013 - Present
Trans Ocean Bulk Logistics Limited August 2011 - October 2012
Invesco March 2010 - July 2011
Skills
Logistics, Supply Chain Management, 3PL, Reverse Logistics, 4PL, Microsoft Excel, Microsoft Word, Outlook, Customer Satisfaction, Scheduling, Documentation, Bulk Material Handling
Education
Texas A&M University at Galveston 2005 — 2009
Bachelor's degree, Maritime Administration
Derichebourg Recycling USA May 2013 - Present
Trans Ocean Bulk Logistics Limited August 2011 - October 2012
Invesco March 2010 - July 2011
Skills
Logistics, Supply Chain Management, 3PL, Reverse Logistics, 4PL, Microsoft Excel, Microsoft Word, Outlook, Customer Satisfaction, Scheduling, Documentation, Bulk Material Handling
Education
Texas A&M University at Galveston 2005 — 2009
Bachelor's degree, Maritime Administration
Teri Brunsman Teri Brunsman's Invesco Experience 2005 - November 2010
Job Counsel at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. November 2010 - Present
INVESCO 2005 - November 2010
Western & Southern Financial Group 2004 - 2005
Union Central 1999 - 2004
Skills
Investments, Due Diligence, Fixed Income, Investment Advisory, Derivatives, Insurance, Corporate Law, Bloomberg, Analysis, Securities, Investment Management, Securities Regulation, ERISA, Private Equity, FINRA, Portfolio Management, Alternative Investments
Education
The George Washington University Law School 1981 — 1984
JD, law
University of Cincinnati 1978 — 1981
BA, Foreign Affairs
Walnut Hills High School 1974 — 1978
high school diploma
Invesco Ltd. November 2010 - Present
INVESCO 2005 - November 2010
Western & Southern Financial Group 2004 - 2005
Union Central 1999 - 2004
Skills
Investments, Due Diligence, Fixed Income, Investment Advisory, Derivatives, Insurance, Corporate Law, Bloomberg, Analysis, Securities, Investment Management, Securities Regulation, ERISA, Private Equity, FINRA, Portfolio Management, Alternative Investments
Education
The George Washington University Law School 1981 — 1984
JD, law
University of Cincinnati 1978 — 1981
BA, Foreign Affairs
Walnut Hills High School 1974 — 1978
high school diploma
Lesley-Kay Burnett-Robertson Lesley-Kay Burnett-Robertson's Invesco Experience April 2008 - Present
Job Senior Operations Associate at Invesco
Industry Investment Management
Experience
Invesco April 2008 - Present
BNY Mellon February 2006 - April 2008
Skills
Bloomberg, Fixed Income, Equities, Financial Analysis, Investment Banking, Investments, Asset Management, Microsoft Office, Financial Reporting, Research, Securities, Fund Accounting, Customer Service, Microsoft Excel, Fund Administration
Education
University of Phoenix 2009 — 2010
Master of Business Administration (MBA), Business Administration / Global Management
Stony Brook University 2000 — 2004
Bachelor of Science (B.S.), Mathematics
Invesco April 2008 - Present
BNY Mellon February 2006 - April 2008
Skills
Bloomberg, Fixed Income, Equities, Financial Analysis, Investment Banking, Investments, Asset Management, Microsoft Office, Financial Reporting, Research, Securities, Fund Accounting, Customer Service, Microsoft Excel, Fund Administration
Education
University of Phoenix 2009 — 2010
Master of Business Administration (MBA), Business Administration / Global Management
Stony Brook University 2000 — 2004
Bachelor of Science (B.S.), Mathematics
Evan Tu Evan Tu's Invesco Experience December 2012 - Present
Job Technical Representative Sr. at Invesco
Industry Financial Services
Experience
Invesco December 2012 - Present
Suprex Learning LLC August 2012 - December 2012
Papa John's International November 2007 - January 2011
Skills
Recruiting, Sourcing, Management, Interviews, Customer Service
Education
University of Houston 2010 — 2012
Bachelor of Science (B.S.), Economics, 3.25
University of Houston
Bachelor of Science, Economics
University of Houston
Bachelor of Science, Economics
Texas A&M University
Invesco December 2012 - Present
Suprex Learning LLC August 2012 - December 2012
Papa John's International November 2007 - January 2011
Skills
Recruiting, Sourcing, Management, Interviews, Customer Service
Education
University of Houston 2010 — 2012
Bachelor of Science (B.S.), Economics, 3.25
University of Houston
Bachelor of Science, Economics
University of Houston
Bachelor of Science, Economics
Texas A&M University
Olga Sotomayor Olga Sotomayor's Invesco Experience August 2006 - August 2007
Job Compliance Officer at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. July 2010 - Present
Invesco Aim Investments August 2007 - July 2010
Invesco August 2006 - August 2007
Invesco June 2005 - August 2006
InfoTech, Inc. October 2002 - June 2005
American Cancer Society March 2002 - October 2002
Motorola August 2000 - March 2002
Skills
Series 6, Series 7, Series 63, Series 65, Advisory Compliance, Training, Curriculum Development, Business Process..., Requirements Gathering, SharePoint
Education
Texas State University-San Marcos 1998 — 2000
Master of Arts (MA), Communication Studies
Texas A&M University 1994 — 1998
Bachelor of Arts (B.A.), Communication, General
Invesco Ltd. July 2010 - Present
Invesco Aim Investments August 2007 - July 2010
Invesco August 2006 - August 2007
Invesco June 2005 - August 2006
InfoTech, Inc. October 2002 - June 2005
American Cancer Society March 2002 - October 2002
Motorola August 2000 - March 2002
Skills
Series 6, Series 7, Series 63, Series 65, Advisory Compliance, Training, Curriculum Development, Business Process..., Requirements Gathering, SharePoint
Education
Texas State University-San Marcos 1998 — 2000
Master of Arts (MA), Communication Studies
Texas A&M University 1994 — 1998
Bachelor of Arts (B.A.), Communication, General
Rindy Hoover Rindy Hoover's Invesco Experience February 2004 - March 2007
Job Global Services Program Manager at Dell
Industry Computer Hardware
Experience
Dell November 2013 - Present
Dell March 2009 - November 2013
Dell March 2007 - March 2009
INVESCO February 2004 - March 2007
INVESCO June 1999 - February 2004
Skills
Process Improvement, Project Management, Program Management, Business Process..., Cross-functional Team..., Operations Management, RFP, Relationship Management, Negotiation, Contractual Agreements, Dealing with Ambiguity, Vendor Management, Governance and Policy..., Issue Identification &..., Management, Enterprise Software, Contract Negotiation, Outsourcing, Supply Chain Management, Strategic Sourcing, Business Analysis
Education
The University of Texas at Austin 1995 — 1999
BA, Economics
Dell November 2013 - Present
Dell March 2009 - November 2013
Dell March 2007 - March 2009
INVESCO February 2004 - March 2007
INVESCO June 1999 - February 2004
Skills
Process Improvement, Project Management, Program Management, Business Process..., Cross-functional Team..., Operations Management, RFP, Relationship Management, Negotiation, Contractual Agreements, Dealing with Ambiguity, Vendor Management, Governance and Policy..., Issue Identification &..., Management, Enterprise Software, Contract Negotiation, Outsourcing, Supply Chain Management, Strategic Sourcing, Business Analysis
Education
The University of Texas at Austin 1995 — 1999
BA, Economics
Samantha Seiler Samantha Seiler's Invesco Experience February 2013 - Present
Job Team Lead at Invesco
Industry Financial Services
Experience
Invesco February 2013 - Present
Invesco June 2012 - Present
Platinum Recovery & Recycling January 2011 - January 2013
Dirty's Bar May 2011 - February 2012
Weinert Elementary August 2008 - September 2011
Kool Kids Daycare May 2008 - August 2010
Skills
Time Management, Organizing, Creative, People Skills, Technology Savvy, Multitasker, Microsoft Office, Teamwork, Microsoft Word, Customer Service, Team Leadership, Social Networking
Education
Texas Lutheran University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Invesco February 2013 - Present
Invesco June 2012 - Present
Platinum Recovery & Recycling January 2011 - January 2013
Dirty's Bar May 2011 - February 2012
Weinert Elementary August 2008 - September 2011
Kool Kids Daycare May 2008 - August 2010
Skills
Time Management, Organizing, Creative, People Skills, Technology Savvy, Multitasker, Microsoft Office, Teamwork, Microsoft Word, Customer Service, Team Leadership, Social Networking
Education
Texas Lutheran University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Bret Stanley Bret Stanley's Invesco Experience 1998 - 2010
Job Founder & Managing Partner at Stanley Capital Management
Industry Investment Management
Experience
Stanley Capital Management 2010 - Present
Invesco 1998 - 2010
Van Kampen Morgan Stanley 1995 - 1998
Gulf Investment Management 1991 - 1995
Underwood Neuhaus & Webb/Rotan Mosle 1988 - 1991
Skills
Alternative Investments, Management, Portfolio Management, Series 7, Hedge Funds, Investment Management, Investment Strategies, Equities, Capital Markets, Investments, Asset Management, Bloomberg, Asset Managment, Fixed Income, Securities, ETFs, Asset Allocation, Private Equity, Wealth Management, Mutual Funds, Fund Of Funds, Equity Research, Strategic Financial..., Investment Advisory, Risk Management
Education
Chartered Financial Analyst
The University of Texas at Austin
Bachelor of Business Administration (BBA)
University of Houston
Master's of Finance
Stanley Capital Management 2010 - Present
Invesco 1998 - 2010
Van Kampen Morgan Stanley 1995 - 1998
Gulf Investment Management 1991 - 1995
Underwood Neuhaus & Webb/Rotan Mosle 1988 - 1991
Skills
Alternative Investments, Management, Portfolio Management, Series 7, Hedge Funds, Investment Management, Investment Strategies, Equities, Capital Markets, Investments, Asset Management, Bloomberg, Asset Managment, Fixed Income, Securities, ETFs, Asset Allocation, Private Equity, Wealth Management, Mutual Funds, Fund Of Funds, Equity Research, Strategic Financial..., Investment Advisory, Risk Management
Education
Chartered Financial Analyst
The University of Texas at Austin
Bachelor of Business Administration (BBA)
University of Houston
Master's of Finance
Caroline Le Feuvre Caroline Le Feuvre's Invesco Experience September 2014 - Present
Job Invesco
Industry Financial Services
Experience
Invesco September 2014 - Present
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
University of Virginia
B.S.
Invesco September 2014 - Present
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
University of Virginia
B.S.
Pat Mickelson's Invesco Experience March 2001 - March 2004
Job Stonefield Investment Advisory
Industry Financial Services
Experience
Stonefield Investment Advisory November 2014 - Present
Highwater Wealth Management LLC October 2013 - October 2014
Stonefield Investment Advisory 2004 - September 2013
INVESCO March 2001 - March 2004
Merrill Lynch April 1999 - February 2001
Skills
401k, 401k Rollovers, Roth IRA, IRA Rollovers, 529 Plans, Separately Managed..., Investment Policy, Interest Rate Risk..., Investments, Asset Allocation, Group Benefits, Microsoft Office, CRM software, IRA's, Employee Benefits, Asset Management, Retirement Planning, Mutual Funds, Portfolio Management, Investment Advisory, Series 7, Series 63, Investment Strategies, ERISA, Securities, IRAs, Investment Education
Education
University of Northern Iowa 1994 — 2008
BA
TUI University 2000 — 2002
MBA
University of Northern Iowa 1994 — 1998
BA
Tecnológico de Monterrey 1997 — 1997
Study abroad program
Stonefield Investment Advisory November 2014 - Present
Highwater Wealth Management LLC October 2013 - October 2014
Stonefield Investment Advisory 2004 - September 2013
INVESCO March 2001 - March 2004
Merrill Lynch April 1999 - February 2001
Skills
401k, 401k Rollovers, Roth IRA, IRA Rollovers, 529 Plans, Separately Managed..., Investment Policy, Interest Rate Risk..., Investments, Asset Allocation, Group Benefits, Microsoft Office, CRM software, IRA's, Employee Benefits, Asset Management, Retirement Planning, Mutual Funds, Portfolio Management, Investment Advisory, Series 7, Series 63, Investment Strategies, ERISA, Securities, IRAs, Investment Education
Education
University of Northern Iowa 1994 — 2008
BA
TUI University 2000 — 2002
MBA
University of Northern Iowa 1994 — 1998
BA
Tecnológico de Monterrey 1997 — 1997
Study abroad program
Fady Hanna's Invesco Experience 2000 - 2003
Job Senior Financial Analyst at Xcel Energy
Industry Utilities
Experience
Xcel Energy April 2014 - Present
VF Corporation May 2013 - November 2013
AmeriLife Group LLC October 2012 - April 2013
BayCare Health System February 2010 - September 2012
First Data Corporation 2005 - 2007
EchoStar Corporation 2003 - 2005
Invesco 2000 - 2003
Ingersoll Rand Security Technologies June 1999 - January 2000
Skills
Financial Analysis, Financial Reporting, Accounting, Budgets, Variance Analysis, Auditing, Forecasting, Analysis, Essbase, Hyperion Enterprise, Internal Controls, Finance, Managerial Finance, Process Improvement, Financial Services, Team Building, Financial Modeling, Access, Corporate Finance, Cross-functional Team..., Financial Planning, Hyperion, Healthcare, Manufacturing, KPI Reports, Data Mining, Dashboard Metrics, Oracle Applications, Lawson General Ledger, Management, Project Management, Microsoft Excel, Internal Audit
Education
University of Colorado at Denver 2002 — 2005
Master of Business Administration (M.B.A.), Finance, General, 3.7
University of Colorado at Colorado Springs 1994 — 1999
Bachelor of Science (BS), Accounting
The University of Texas at Austin 1996 — 1997
Electrical and Electronics Engineering
Xcel Energy April 2014 - Present
VF Corporation May 2013 - November 2013
AmeriLife Group LLC October 2012 - April 2013
BayCare Health System February 2010 - September 2012
First Data Corporation 2005 - 2007
EchoStar Corporation 2003 - 2005
Invesco 2000 - 2003
Ingersoll Rand Security Technologies June 1999 - January 2000
Skills
Financial Analysis, Financial Reporting, Accounting, Budgets, Variance Analysis, Auditing, Forecasting, Analysis, Essbase, Hyperion Enterprise, Internal Controls, Finance, Managerial Finance, Process Improvement, Financial Services, Team Building, Financial Modeling, Access, Corporate Finance, Cross-functional Team..., Financial Planning, Hyperion, Healthcare, Manufacturing, KPI Reports, Data Mining, Dashboard Metrics, Oracle Applications, Lawson General Ledger, Management, Project Management, Microsoft Excel, Internal Audit
Education
University of Colorado at Denver 2002 — 2005
Master of Business Administration (M.B.A.), Finance, General, 3.7
University of Colorado at Colorado Springs 1994 — 1999
Bachelor of Science (BS), Accounting
The University of Texas at Austin 1996 — 1997
Electrical and Electronics Engineering
Kendra Leffingwell Kendra Leffingwell's Invesco Experience 1991 - 1999
Job Consultant
Industry Information Technology and Services
Experience
Leffingwell Enterprises May 2010 - Present
BIAS Corporation September 2009 - May 2010
Perficient January 2009 - September 2009
Idhasoft July 2008 - December 2008
Enterpulse November 2004 - July 2008
Enterpulse November 1999 - November 2004
INVESCO (AMVESCAP) 1991 - 1999
INVESCO 1991 - 1999
Skills
Enterprise Software, SaaS, Cloud Computing, Solution Selling, Business Intelligence, Strategic Partnerships, CRM, Product Management, Business Development, Program Management, E-commerce, ERP, Consulting, Vendor Management, Professional Services, Account Management, Start-ups, Sales Process, Strategy, Lead Generation, Management, Project Management
Education
The University of Georgia 1985 — 1990
BFA
Leffingwell Enterprises May 2010 - Present
BIAS Corporation September 2009 - May 2010
Perficient January 2009 - September 2009
Idhasoft July 2008 - December 2008
Enterpulse November 2004 - July 2008
Enterpulse November 1999 - November 2004
INVESCO (AMVESCAP) 1991 - 1999
INVESCO 1991 - 1999
Skills
Enterprise Software, SaaS, Cloud Computing, Solution Selling, Business Intelligence, Strategic Partnerships, CRM, Product Management, Business Development, Program Management, E-commerce, ERP, Consulting, Vendor Management, Professional Services, Account Management, Start-ups, Sales Process, Strategy, Lead Generation, Management, Project Management
Education
The University of Georgia 1985 — 1990
BFA
Jennifer Mok Jennifer Mok's Invesco Experience July 2013 - Present
Job Business Systems Analyst at Invesco Ltd.
Industry Financial Services
Experience
Invesco July 2013 - Present
Invesco Ltd. April 2011 - Present
Invesco Ltd. May 2008 - April 2011
Invesco Ltd. April 2006 - May 2008
Invesco Aim October 2004 - April 2006
Education
The University of Texas at Austin 1998 — 2002
BA, Economics
Dulles High School 1994 — 1998
Invesco July 2013 - Present
Invesco Ltd. April 2011 - Present
Invesco Ltd. May 2008 - April 2011
Invesco Ltd. April 2006 - May 2008
Invesco Aim October 2004 - April 2006
Education
The University of Texas at Austin 1998 — 2002
BA, Economics
Dulles High School 1994 — 1998
Michael Bowman Michael Bowman's Invesco Experience November 2007 - March 2011
Job SVP Relationship Manager, Public Fund Coordinator at Capital Group
Industry Investment Management
Experience
Capital Group April 2011 - Present
INVESCO Institutional N.A. 2007 - April 2011
INVESCO November 2007 - March 2011
Advent Capital Management November 2005 - November 2007
mPower 1999 - 2001
Sanwa Bank 1995 - 2000
Skills
Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Equities, Mutual Funds, Fixed Income, Investments, Portfolio Management, Investment Management, Series 7, Investment Strategies, Series 63, Capital Markets, Securities, Private Equity, Investment Advisory, Financial Services, Bloomberg, Wealth Management, Series 24, Institutional..., Emerging Markets, Relationship Management, 401k, Pensions, Business Development, New Business Development, Institutional, Pension Funds, Institutional Sales, Defined Benefit, Separately Managed..., Series 65, Fund Of Funds, Trading, Structured Products, Asset Managment, FINRA, Product Management, Thought Leadership, Retirement
Education
The University of Texas at Austin 1986 — 1990
Bachelor's degree, Economics
Capital Group April 2011 - Present
INVESCO Institutional N.A. 2007 - April 2011
INVESCO November 2007 - March 2011
Advent Capital Management November 2005 - November 2007
mPower 1999 - 2001
Sanwa Bank 1995 - 2000
Skills
Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Equities, Mutual Funds, Fixed Income, Investments, Portfolio Management, Investment Management, Series 7, Investment Strategies, Series 63, Capital Markets, Securities, Private Equity, Investment Advisory, Financial Services, Bloomberg, Wealth Management, Series 24, Institutional..., Emerging Markets, Relationship Management, 401k, Pensions, Business Development, New Business Development, Institutional, Pension Funds, Institutional Sales, Defined Benefit, Separately Managed..., Series 65, Fund Of Funds, Trading, Structured Products, Asset Managment, FINRA, Product Management, Thought Leadership, Retirement
Education
The University of Texas at Austin 1986 — 1990
Bachelor's degree, Economics
James Aber James Aber's Invesco Experience August 2003 - September 2006
Job Vice President, Director of Corporate Communications at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management September 2013 - Present
Fidelity Investments September 2011 - September 2013
Janus Capital Group September 2006 - August 2011
Invesco August 2003 - September 2006
Invesco 1998 - 2003
KPRC-TV 1996 - 1998
Skills
Corporate Communications, Mutual Funds, Media Relations, Crisis Communications, Social Media, Internal Communications, Public Relations, Marketing Communications, Brand Development, Communication Training, Strategic Planning, Product Marketing, Speech Writing, Newsletters, New Media, Investor Relations, Strategy
Education
Texas Tech University 1991 — 1995
Bachelor of Arts (B.A.), Broadcast Journalism
MFS Investment Management September 2013 - Present
Fidelity Investments September 2011 - September 2013
Janus Capital Group September 2006 - August 2011
Invesco August 2003 - September 2006
Invesco 1998 - 2003
KPRC-TV 1996 - 1998
Skills
Corporate Communications, Mutual Funds, Media Relations, Crisis Communications, Social Media, Internal Communications, Public Relations, Marketing Communications, Brand Development, Communication Training, Strategic Planning, Product Marketing, Speech Writing, Newsletters, New Media, Investor Relations, Strategy
Education
Texas Tech University 1991 — 1995
Bachelor of Arts (B.A.), Broadcast Journalism
Kristopher Cowles, CRPC® Kristopher Cowles, CRPC®'s Invesco Experience 2001 - 2004
Job Regional Vice President
Industry Financial Services
Experience
Allianz 2011 - Present
ING 2005 - 2010
INVESCO 2001 - 2004
Skills
Investments, Series 63, Asset Allocation, Asset Management, Sales, Series 7, Financial Analysis, Mutual Funds, 401k, Investment Advisory, Retirement, Alternative Investments, Sales Management, Fixed Annuities, Insurance, Series 6, Wealth Management, Retirement Planning
Education
State University of New York College at Oswego
BA, Economics & Business Administration
Allianz 2011 - Present
ING 2005 - 2010
INVESCO 2001 - 2004
Skills
Investments, Series 63, Asset Allocation, Asset Management, Sales, Series 7, Financial Analysis, Mutual Funds, 401k, Investment Advisory, Retirement, Alternative Investments, Sales Management, Fixed Annuities, Insurance, Series 6, Wealth Management, Retirement Planning
Education
State University of New York College at Oswego
BA, Economics & Business Administration
Curt Bradshaw Curt Bradshaw's Invesco Experience January 2010 - November 2011
Job Board Member at Illinois State Board of Education
Industry Financial Services
Experience
Illinois State Board of Education September 2012 - Present
Nuveen Investments November 2011 - Present
Indian Prairie School District May 2009 - September 2012
Invesco January 2010 - November 2011
Morgan Stanley Investment Management/Van Kampen Investments January 2001 - January 2010
Indian Prairie School District June 2005 - May 2009
Chicago Board of Trade June 1994 - January 2001
Skills
Strategic Planning, Public Speaking, Mutual Funds, Financial Analysis, Program Management, Asset Management, Team Building, Leadership, Product Management, Risk Management, Morningstar Direct, Morningstar, Executive Management, Alternative Investments, Asset Allocation, Investments
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Strategic Management
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Agricultural Economcis
Illinois State Board of Education September 2012 - Present
Nuveen Investments November 2011 - Present
Indian Prairie School District May 2009 - September 2012
Invesco January 2010 - November 2011
Morgan Stanley Investment Management/Van Kampen Investments January 2001 - January 2010
Indian Prairie School District June 2005 - May 2009
Chicago Board of Trade June 1994 - January 2001
Skills
Strategic Planning, Public Speaking, Mutual Funds, Financial Analysis, Program Management, Asset Management, Team Building, Leadership, Product Management, Risk Management, Morningstar Direct, Morningstar, Executive Management, Alternative Investments, Asset Allocation, Investments
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Strategic Management
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Agricultural Economcis
Rick Shaw CPM RPA CCIM Rick Shaw CPM RPA CCIM's Invesco Experience 1990 - 1996
Job C R E Manager
Industry Commercial Real Estate
Experience
Majestic Management Co. August 2012 - Present
Kodiak Capital Partners, LLC November 2010 - April 2012
Hines June 2008 - April 2009
Prescient Realty Advisors, LLC 2006 - May 2008
SCI-ROEV Realty Group 1996 - 2005
IREM - Dallas Chapter 2000 - 2002
INVESCO 1990 - 1996
First Chicago 1985 - 1990
Skills
Real Estate Asset..., Commercial Property..., Office, retail,..., Management of group..., Operating and Capital..., Tenant Construction..., Coordination of Leasing..., Tax and Utility..., Green & LEED operations, Acqisition and..., Retail, Office, Industrial, Office Flex, TIC Property, Construction, Strategic Planning, Cash Flow Budgeting, Lease Administration, Lease Negotiations, Financial Analysis, Portfolio Management, Tenant Relations, Legal Affairs, Due Diligence, Financial Reporting, Personnel Supervision, Performance Evaluation, Microsoft Office, Coordination, Property Management, Asset Managment, Construction Management, Disposition, Offices, Real Estate, Asset Management, Investment Properties, Location Intelligence, Commercial Real Estate, Leases, Corporate Real Estate, Tenant, Property, Real Estate Development, Investments, Acquisitions, Real Estate Transactions, Performance Appraisal, Industrial Engineering
Education
The University of Texas at Austin
BBA, Marketing
Lake Highlands High School
Science, Math, Latin
Majestic Management Co. August 2012 - Present
Kodiak Capital Partners, LLC November 2010 - April 2012
Hines June 2008 - April 2009
Prescient Realty Advisors, LLC 2006 - May 2008
SCI-ROEV Realty Group 1996 - 2005
IREM - Dallas Chapter 2000 - 2002
INVESCO 1990 - 1996
First Chicago 1985 - 1990
Skills
Real Estate Asset..., Commercial Property..., Office, retail,..., Management of group..., Operating and Capital..., Tenant Construction..., Coordination of Leasing..., Tax and Utility..., Green & LEED operations, Acqisition and..., Retail, Office, Industrial, Office Flex, TIC Property, Construction, Strategic Planning, Cash Flow Budgeting, Lease Administration, Lease Negotiations, Financial Analysis, Portfolio Management, Tenant Relations, Legal Affairs, Due Diligence, Financial Reporting, Personnel Supervision, Performance Evaluation, Microsoft Office, Coordination, Property Management, Asset Managment, Construction Management, Disposition, Offices, Real Estate, Asset Management, Investment Properties, Location Intelligence, Commercial Real Estate, Leases, Corporate Real Estate, Tenant, Property, Real Estate Development, Investments, Acquisitions, Real Estate Transactions, Performance Appraisal, Industrial Engineering
Education
The University of Texas at Austin
BBA, Marketing
Lake Highlands High School
Science, Math, Latin
Daniel Allbritton Daniel Allbritton's Invesco Experience May 2000 - April 2004
Job Director at AIG Financial Distributors
Industry Financial Services
Experience
AIG February 2015 - Present
AIG April 2007 - January 2015
AIG April 2004 - April 2007
Invesco May 2000 - April 2004
Mony Mutual Of New York January 2000 - May 2000
Allstate October 1998 - January 2000
IKON Office Solutions February 1998 - October 1998
Skills
Retirement Planning, Mutual Funds, Insurance, Fixed Annuities, Retirement, Life Insurance, Microsoft Excel, Financial Analysis, Financial Services, Series 63, Asset Allocation, Investment Strategies, Series 6, Sales, Series 26, Variable Annuities, IRAs, Investments, Portfolio Management, Strategic Financial...
Education
Texas A&M University 1993 — 1997
Bachelor of Science (B.S.), Agricultural Economics
Friendswood High School
AIG February 2015 - Present
AIG April 2007 - January 2015
AIG April 2004 - April 2007
Invesco May 2000 - April 2004
Mony Mutual Of New York January 2000 - May 2000
Allstate October 1998 - January 2000
IKON Office Solutions February 1998 - October 1998
Skills
Retirement Planning, Mutual Funds, Insurance, Fixed Annuities, Retirement, Life Insurance, Microsoft Excel, Financial Analysis, Financial Services, Series 63, Asset Allocation, Investment Strategies, Series 6, Sales, Series 26, Variable Annuities, IRAs, Investments, Portfolio Management, Strategic Financial...
Education
Texas A&M University 1993 — 1997
Bachelor of Science (B.S.), Agricultural Economics
Friendswood High School
Imelda Bettinger Imelda Bettinger's Invesco Experience June 1998 - October 2007
Job Web and SharePoint Developer at Chevron
Industry Oil & Energy
Experience
Chevron October 2007 - Present
Invesco June 1998 - October 2007
The Wall Street Journal February 1997 - June 1998
Skills
Web Development, Photoshop, SharePoint, Team Leadership, CSS, Project Management, HTML, Testing, JavaScript, Social Media, SQL, Microsoft SQL Server, Databases, Oracle, XHTML, Integration, Business Analysis, Email Marketing, WordPress, Photography, Social Media Marketing, Business Intelligence, Information Management, Oil & Gas Industry, Upstream Oil & Gas, Documentum, Software Documentation, Visio
Education
Texas A&M University-Corpus Christi 1993 — 1996
Bachelor of Science (B.S.), Criminal Justice
Chevron October 2007 - Present
Invesco June 1998 - October 2007
The Wall Street Journal February 1997 - June 1998
Skills
Web Development, Photoshop, SharePoint, Team Leadership, CSS, Project Management, HTML, Testing, JavaScript, Social Media, SQL, Microsoft SQL Server, Databases, Oracle, XHTML, Integration, Business Analysis, Email Marketing, WordPress, Photography, Social Media Marketing, Business Intelligence, Information Management, Oil & Gas Industry, Upstream Oil & Gas, Documentum, Software Documentation, Visio
Education
Texas A&M University-Corpus Christi 1993 — 1996
Bachelor of Science (B.S.), Criminal Justice
Danny Harvey, MBA Danny Harvey, MBA's Invesco Experience June 2000 - 2013
Job Higher Education/Advisor/Analyst
Industry Investment Management
Experience
Prairie View A&M University August 2014 - Present
DeVry University February 2013 - Present
Barclays Investment Bank January 2014 - December 2014
Invesco June 2000 - 2013
Invesco 2005 - 2005
Invesco 2001 - 2004
Skills
Portfolio Management, Risk Management, Analysis, Financial Analysis, Financial Modeling, Investments, Asset Management, Management, Mutual Funds, Trading, Finance, Asset Managment, Valuation, Strategic Planning, Due Diligence, Fixed Income, College Teaching, Equities, Strategy, Investment Management, Bloomberg, Leadership, Mergers & Acquisitions, Securities, Derivatives, Commodity, Cash Management, Strategic Financial..., Financial Services, Options, Investment Banking, Series 7, Alternative Investments, Investment Advisory, Financial Risk, Banking, Credit, Capital Markets, Hedge Funds, Corporate Finance, Asset Allocation, Private Equity, Investment Strategies, Credit Analysis, Equity Research, Wealth Management, Bonds, Emerging Markets, Energy Trading
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
Executive Master of Business Administration (EMBA), Global Energy
Wall Street Prep 2013 — 2013
Certification in Oil & Gas Financial and Valuation Modeling, Energy
Texas A&M University 1995 — 2000
Bachelor degree, Economics
Prairie View A&M University August 2014 - Present
DeVry University February 2013 - Present
Barclays Investment Bank January 2014 - December 2014
Invesco June 2000 - 2013
Invesco 2005 - 2005
Invesco 2001 - 2004
Skills
Portfolio Management, Risk Management, Analysis, Financial Analysis, Financial Modeling, Investments, Asset Management, Management, Mutual Funds, Trading, Finance, Asset Managment, Valuation, Strategic Planning, Due Diligence, Fixed Income, College Teaching, Equities, Strategy, Investment Management, Bloomberg, Leadership, Mergers & Acquisitions, Securities, Derivatives, Commodity, Cash Management, Strategic Financial..., Financial Services, Options, Investment Banking, Series 7, Alternative Investments, Investment Advisory, Financial Risk, Banking, Credit, Capital Markets, Hedge Funds, Corporate Finance, Asset Allocation, Private Equity, Investment Strategies, Credit Analysis, Equity Research, Wealth Management, Bonds, Emerging Markets, Energy Trading
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
Executive Master of Business Administration (EMBA), Global Energy
Wall Street Prep 2013 — 2013
Certification in Oil & Gas Financial and Valuation Modeling, Energy
Texas A&M University 1995 — 2000
Bachelor degree, Economics
Scott Jacobson Scott Jacobson's Invesco Experience December 2012 - Present
Job Director Corporate Properties at Invesco
Industry Real Estate
Experience
Invesco December 2012 - Present
Jones Lang LaSalle July 2002 - July 2012
The Staubach Company July 2002 - July 2008
Wells Fargo 2000 - 2002
Skills
Property Management, Asset Managment, Financial Analysis, Acquisitions, Market Analysis, Project Management, Construction Management, Disposition, Corporate Real Estate, Brokerage, Real Estate Economics, Leases, Location Intelligence, Real Estate Development, Real Estate, Real Estate Transactions, Commercial Real Estate, Lease Administration, Investment Properties, Due Diligence, Disaster Recovery, Disaster Response, Business Continuity..., Facilities Management, Landlords, Tenant, Mergers & Acquisitions, Shopping Centers, Land Acquisition, Property, Real Estate Financing, Sellers, Portfolio Management, International Real..., Lease Negotiations, Tenant Representation, Commercial Leasing, Transaction Management, Asset Management, Contract Negotiation, Strategic Planning, Management, Negotiation, Budgets
Education
The George Washington University 1985 — 1987
University of Houston
BS
University of Houston
Bachelor’s Degree
Invesco December 2012 - Present
Jones Lang LaSalle July 2002 - July 2012
The Staubach Company July 2002 - July 2008
Wells Fargo 2000 - 2002
Skills
Property Management, Asset Managment, Financial Analysis, Acquisitions, Market Analysis, Project Management, Construction Management, Disposition, Corporate Real Estate, Brokerage, Real Estate Economics, Leases, Location Intelligence, Real Estate Development, Real Estate, Real Estate Transactions, Commercial Real Estate, Lease Administration, Investment Properties, Due Diligence, Disaster Recovery, Disaster Response, Business Continuity..., Facilities Management, Landlords, Tenant, Mergers & Acquisitions, Shopping Centers, Land Acquisition, Property, Real Estate Financing, Sellers, Portfolio Management, International Real..., Lease Negotiations, Tenant Representation, Commercial Leasing, Transaction Management, Asset Management, Contract Negotiation, Strategic Planning, Management, Negotiation, Budgets
Education
The George Washington University 1985 — 1987
University of Houston
BS
University of Houston
Bachelor’s Degree
Thomas Tran-Park Thomas Tran-Park's Invesco Experience 2012 - Present
Job Sr. IT Designer & Developer
Industry Financial Services
Experience
Invesco 2012 - Present
Reliant/NRG Energy December 2011 - May 2012
Litton Loan Servicing (Goldman Sachs Bank) May 2010 - November 2011
Transtar Builders Inc., Apex Info Tech August 2004 - May 2010
Hewlett-Packard October 1999 - July 2004
Engage Energy / Coastal Gas / West Coast Electric October 1998 - September 1999
Compaq Computer Corp. January 1996 - September 1999
National Instruments June 1994 - December 1995
Tenneco / El Paso Corp. June 1993 - May 1994
National Instruments June 1991 - May 1993
Skills
Oracle, SQL Server, Perl, Business Objects, Brio, Certified Project..., Visual Basic, PowerBuilder, Erwin, Tidal, Unix Shell Scripting, Business Analysis, Business Intelligence, Database Design, Toad, Microsoft SQL Server, Data Modeling, Data Warehousing, PL/SQL, ETL, SSRS, T-SQL, Stored Procedures, Architectures, Sybase, Project Management
Education
Software Quality Institute 1995 — 1995
Software Project Management Certification, Software Engineering, Management
The University of Texas at Austin 1989 — 1993
BBA, Management Information Systems / I.T.
Invesco 2012 - Present
Reliant/NRG Energy December 2011 - May 2012
Litton Loan Servicing (Goldman Sachs Bank) May 2010 - November 2011
Transtar Builders Inc., Apex Info Tech August 2004 - May 2010
Hewlett-Packard October 1999 - July 2004
Engage Energy / Coastal Gas / West Coast Electric October 1998 - September 1999
Compaq Computer Corp. January 1996 - September 1999
National Instruments June 1994 - December 1995
Tenneco / El Paso Corp. June 1993 - May 1994
National Instruments June 1991 - May 1993
Skills
Oracle, SQL Server, Perl, Business Objects, Brio, Certified Project..., Visual Basic, PowerBuilder, Erwin, Tidal, Unix Shell Scripting, Business Analysis, Business Intelligence, Database Design, Toad, Microsoft SQL Server, Data Modeling, Data Warehousing, PL/SQL, ETL, SSRS, T-SQL, Stored Procedures, Architectures, Sybase, Project Management
Education
Software Quality Institute 1995 — 1995
Software Project Management Certification, Software Engineering, Management
The University of Texas at Austin 1989 — 1993
BBA, Management Information Systems / I.T.
Amy (March) Braden Amy (March) Braden's Invesco Experience May 2005 - October 2009
Job Business Analyst
Industry Financial Services
Experience
Invesco Ltd. October 2009 - August 2012
INVESCO May 2005 - October 2009
AIM Investments October 2003 - May 2005
AIM Investments June 1999 - October 2003
Education
The University of Texas at Austin 1995 — 1999
BA, Business Economics
Invesco Ltd. October 2009 - August 2012
INVESCO May 2005 - October 2009
AIM Investments October 2003 - May 2005
AIM Investments June 1999 - October 2003
Education
The University of Texas at Austin 1995 — 1999
BA, Business Economics
Jennifer Heiden's Invesco Experience January 2007 - April 2011
Job Experianced Financial Sales Executive
Industry Financial Services
Experience
Perry Homes December 2011 - Present
Invesco January 2007 - April 2011
AIM Investments January 1998 - January 2007
AIM Investments January 1996 - January 1998
Bank One January 1992 - January 1996
Skills
Mutual Funds, ETFs, Investments, Asset Managment, Hedge Funds, Series 7, Separately Managed..., Asset Allocation, Alternative Investments, Series 63, Fixed Income, Portfolio Management, Securities, Financial Advisory, Marketing, Relationship Management, Capital Markets, Marketing Strategy, Financial Services, Investment Strategies, Asset Management, Contract Negotiation, New Business Development, Bloomberg, Uniform Combined State..., Strategic Financial..., Equities, Competitive Analysis, Team Building, Business Development, Retirement Planning, Investment Advisory, Series 24, Investment Management, Options, Series 65, Retirement, Lead Generation, Derivatives, Wealth Management, Strategy, Trading, Sales, Series 6, Cold Calling, Customer Retention, 401k, Bonds, Sales Operations, Negotiation
Education
Syracuse University
Bachelor of Arts, Liberal Studies, Management, Political Science
Perry Homes December 2011 - Present
Invesco January 2007 - April 2011
AIM Investments January 1998 - January 2007
AIM Investments January 1996 - January 1998
Bank One January 1992 - January 1996
Skills
Mutual Funds, ETFs, Investments, Asset Managment, Hedge Funds, Series 7, Separately Managed..., Asset Allocation, Alternative Investments, Series 63, Fixed Income, Portfolio Management, Securities, Financial Advisory, Marketing, Relationship Management, Capital Markets, Marketing Strategy, Financial Services, Investment Strategies, Asset Management, Contract Negotiation, New Business Development, Bloomberg, Uniform Combined State..., Strategic Financial..., Equities, Competitive Analysis, Team Building, Business Development, Retirement Planning, Investment Advisory, Series 24, Investment Management, Options, Series 65, Retirement, Lead Generation, Derivatives, Wealth Management, Strategy, Trading, Sales, Series 6, Cold Calling, Customer Retention, 401k, Bonds, Sales Operations, Negotiation
Education
Syracuse University
Bachelor of Arts, Liberal Studies, Management, Political Science
De'Juan F. Collins De'Juan F. Collins's Invesco Experience January 2011 - Present
Job Analyst at Invesco
Industry Real Estate
Experience
Invesco January 2011 - Present
Collins Main September 2009 - December 2010
Collins Capital Investments January 2007 - August 2009
Education
Texas Tech University - Rawls College of Business 2010 — 2012
MBA
Texas Tech University - Rawls College of Business 2003 — 2006
Finance
Invesco January 2011 - Present
Collins Main September 2009 - December 2010
Collins Capital Investments January 2007 - August 2009
Education
Texas Tech University - Rawls College of Business 2010 — 2012
MBA
Texas Tech University - Rawls College of Business 2003 — 2006
Finance
Kristyn Schimmy Schimmerling Kristyn Schimmy Schimmerling's Invesco Experience April 2013 - August 2013
Job Visual Merchandising Manager at Forever 21
Industry Apparel & Fashion
Experience
Forever 21 April 2015 - Present
Style x Schimmy January 2008 - Present
B&C Studios March 2012 - Present
Forever 21 October 2014 - April 2015
dusica dusica inc April 2014 - July 2014
On The Marks April 2013 - April 2014
AllSaints October 2013 - January 2014
Invesco April 2013 - August 2013
Viscera NY January 2012 - February 2013
GC Shoes December 2010 - April 2011
Skills
Fashion, Styling, Apparel, Trend Forecasting, Creative Direction, Draping, Fashion Shows, Textiles, Retail, Illustration, Art, Fashion Design, Sales, Fashion Photography, Fashion Illustration, Style Consulting, Personal Style, Direct Sales, Production Planning, Production Managment
Education
State University of New York College at Oneonta 2005 — 2008
B.S., Fashion Design
Delaware Academy High School
Advanced Regents Diploma, Design and Applied Arts
Forever 21 April 2015 - Present
Style x Schimmy January 2008 - Present
B&C Studios March 2012 - Present
Forever 21 October 2014 - April 2015
dusica dusica inc April 2014 - July 2014
On The Marks April 2013 - April 2014
AllSaints October 2013 - January 2014
Invesco April 2013 - August 2013
Viscera NY January 2012 - February 2013
GC Shoes December 2010 - April 2011
Skills
Fashion, Styling, Apparel, Trend Forecasting, Creative Direction, Draping, Fashion Shows, Textiles, Retail, Illustration, Art, Fashion Design, Sales, Fashion Photography, Fashion Illustration, Style Consulting, Personal Style, Direct Sales, Production Planning, Production Managment
Education
State University of New York College at Oneonta 2005 — 2008
B.S., Fashion Design
Delaware Academy High School
Advanced Regents Diploma, Design and Applied Arts
Ryan Beuke's Invesco Experience June 2004 - Present
Job Senior Server Engineer at Invesco
Industry Financial Services
Experience
Invesco June 2004 - Present
Skills
VMware, Windows Server, Data Center, Business Continuity, Active Directory, System Administration, Enterprise Architecture, Virtualization, VMware Infrastructure, IIS, Infrastructure, Server Architecture, Software Documentation, Change Management, Incident Management, vSphere, VMware ESX, Microsoft SQL Server, Servers, Asset Management, Process Improvement, Risk Management, ITIL, Troubleshooting, Vendor Management, Disaster Recovery, Business Analysis
Education
Texas A&M University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Information Technology
Texas A&M University - Mays Business School 2000 — 2004
Bachelor of Business Administration (B.B.A.), Information Technology
Invesco June 2004 - Present
Skills
VMware, Windows Server, Data Center, Business Continuity, Active Directory, System Administration, Enterprise Architecture, Virtualization, VMware Infrastructure, IIS, Infrastructure, Server Architecture, Software Documentation, Change Management, Incident Management, vSphere, VMware ESX, Microsoft SQL Server, Servers, Asset Management, Process Improvement, Risk Management, ITIL, Troubleshooting, Vendor Management, Disaster Recovery, Business Analysis
Education
Texas A&M University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Information Technology
Texas A&M University - Mays Business School 2000 — 2004
Bachelor of Business Administration (B.B.A.), Information Technology
Margaret Mair Margaret Mair's Invesco Experience May 2012 - Present
Job RFP manager at Invesco
Industry Financial Services
Experience
Invesco May 2012 - Present
Invesco Ltd. May 2010 - May 2012
AllianceBernstein April 2007 - March 2009
Madison Square Investors September 2003 - April 2007
Skills
Asset Management, Competitive Analysis, Equities, Investments, Marketing, Portfolio Management
Education
State University of New York at Buffalo - School of Management 1999 — 2003
BS Business Administration, Business
Iroquois High School 1995 — 1999
Invesco May 2012 - Present
Invesco Ltd. May 2010 - May 2012
AllianceBernstein April 2007 - March 2009
Madison Square Investors September 2003 - April 2007
Skills
Asset Management, Competitive Analysis, Equities, Investments, Marketing, Portfolio Management
Education
State University of New York at Buffalo - School of Management 1999 — 2003
BS Business Administration, Business
Iroquois High School 1995 — 1999
Jamie (Gruchala) Duca Jamie (Gruchala) Duca's Invesco Experience June 2012 - Present
Job Tax Manager at Invesco
Industry Accounting
Experience
Invesco June 2012 - Present
Hein & Associates February 2011 - June 2012
Gainer, Donnelly & Desroches August 2004 - February 2011
Kositzka, Wicks and Company January 2003 - July 2004
Darden Restaurants May 2001 - July 2002
Education
The George Washington University - School of Business 2002 — 2003
Master of Accountancy, Accounting
Virginia Polytechnic Institute and State University 1997 — 2001
Bachelor of Science, Hospitality and Tourism Management
Invesco June 2012 - Present
Hein & Associates February 2011 - June 2012
Gainer, Donnelly & Desroches August 2004 - February 2011
Kositzka, Wicks and Company January 2003 - July 2004
Darden Restaurants May 2001 - July 2002
Education
The George Washington University - School of Business 2002 — 2003
Master of Accountancy, Accounting
Virginia Polytechnic Institute and State University 1997 — 2001
Bachelor of Science, Hospitality and Tourism Management
Jacob Burton Jacob Burton's Invesco Experience January 2012 - Present
Job Senior Trust Officer at Invesco
Industry Investment Management
Experience
Invesco January 2012 - Present
Skills
Access, Microsoft Excel, SharePoint, Financial Analysis, Series 7, Asset Managment, Investments, Asset Allocation, Equities, Risk Management, Process Improvement, Customer Service, Sales, PowerPoint, ERISA, Private Placements, Collective Trust Funds, Mutual Funds, Portfolio Management, Finance, Fixed Income, Alternative Investments, Retirement, Wealth Management, Asset Management
Education
Valdosta State University 2007 — 2009
MBA
The University of Georgia 1996 — 2001
BBA Finance
Invesco January 2012 - Present
Skills
Access, Microsoft Excel, SharePoint, Financial Analysis, Series 7, Asset Managment, Investments, Asset Allocation, Equities, Risk Management, Process Improvement, Customer Service, Sales, PowerPoint, ERISA, Private Placements, Collective Trust Funds, Mutual Funds, Portfolio Management, Finance, Fixed Income, Alternative Investments, Retirement, Wealth Management, Asset Management
Education
Valdosta State University 2007 — 2009
MBA
The University of Georgia 1996 — 2001
BBA Finance
Charlie Elsner Charlie Elsner's Invesco Experience July 2000 - Present
Job Manager, Dev/Support Leveraged Apps at INVESCO
Industry Financial Services
Experience
INVESCO July 2000 - Present
Lockheed Martin Space Systems Company 1992 - 2000
Boeing 1987 - 1990
Education
Texas A&M University 1982 — 1986
BS, Computer Science
INVESCO July 2000 - Present
Lockheed Martin Space Systems Company 1992 - 2000
Boeing 1987 - 1990
Education
Texas A&M University 1982 — 1986
BS, Computer Science
Michael DeJong's Invesco Experience June 2013 - August 2013
Job Internal Sales Consultant at Invesco US
Industry Financial Services
Experience
Invesco US February 2014 - Present
Invesco June 2013 - August 2013
Skills
Mutual Funds, Sales, Securities, Series 7, Finance
Education
Taylor University 2011 — 2014
Bachelor of Science (BS), Finance, General, 3.89
Taylor University 2011 — 2014
Bachelor of Science (BS), Finance, General
Invesco US February 2014 - Present
Invesco June 2013 - August 2013
Skills
Mutual Funds, Sales, Securities, Series 7, Finance
Education
Taylor University 2011 — 2014
Bachelor of Science (BS), Finance, General, 3.89
Taylor University 2011 — 2014
Bachelor of Science (BS), Finance, General
Josiah Hindy Josiah Hindy's Invesco Experience September 2013 - June 2014
Job Community Operations Contractor for Facebook
Industry Information Technology and Services
Experience
Facebook 2015 - Present
VALIC May 2014 - July 2015
Invesco September 2013 - June 2014
Fidelity Investments January 2013 - August 2013
Spots Travel 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, Sales, Marketing, PowerPoint, Customer Service, Leadership, Microsoft Word, Account Management, Business Development
Education
Texas State University 2007 — 2010
Bachelor of Business Administration (BBA), Marketing
Texas Tech University 2006 — 2007
Facebook 2015 - Present
VALIC May 2014 - July 2015
Invesco September 2013 - June 2014
Fidelity Investments January 2013 - August 2013
Spots Travel 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, Sales, Marketing, PowerPoint, Customer Service, Leadership, Microsoft Word, Account Management, Business Development
Education
Texas State University 2007 — 2010
Bachelor of Business Administration (BBA), Marketing
Texas Tech University 2006 — 2007
Jamil Asafi's Invesco Experience October 2011 - June 2012
Job Technical Support Analyst TNT USA INC
Industry Information Technology and Services
Experience
TNT Logistics July 2015 - Present
ENGIE January 2015 - July 2015
Marathon Oil Corporation January 2013 - November 2014
Noble Energy July 2012 - December 2012
Hewlett-Packard June 2012 - September 2012
Invesco October 2011 - June 2012
ExpressJet Airlines January 2001 - January 2011
Skills
PeopleSoft, VMware, XP, Windows Server, Troubleshooting, Citrix, Active Directory, Password Recovery, Virtual Desktop, Voice Mail, Microsoft Office, Autosys, logmein123.com, Dell KACE, BMC Remedy, Cisco VoIP, Software Installation, regedit, IT Audit, quality aud, Access, Technical Support, Requirements Analysis, VPN, Windows XP, Regedit, Management, Networking, Servers, Windows 7, Hardware
Education
Texas Southern University 1993 — 2000
Bachelor's degree, Air Transportation
TNT Logistics July 2015 - Present
ENGIE January 2015 - July 2015
Marathon Oil Corporation January 2013 - November 2014
Noble Energy July 2012 - December 2012
Hewlett-Packard June 2012 - September 2012
Invesco October 2011 - June 2012
ExpressJet Airlines January 2001 - January 2011
Skills
PeopleSoft, VMware, XP, Windows Server, Troubleshooting, Citrix, Active Directory, Password Recovery, Virtual Desktop, Voice Mail, Microsoft Office, Autosys, logmein123.com, Dell KACE, BMC Remedy, Cisco VoIP, Software Installation, regedit, IT Audit, quality aud, Access, Technical Support, Requirements Analysis, VPN, Windows XP, Regedit, Management, Networking, Servers, Windows 7, Hardware
Education
Texas Southern University 1993 — 2000
Bachelor's degree, Air Transportation
James Bonney James Bonney's Invesco Experience July 2012 - January 2014
Job Senior Staff Accountant Revenue at Availity
Industry Financial Services
Experience
MedSynergies (contract) April 2014 - April 2015
Invesco July 2012 - January 2014
Hudson Advisors, LLC March 2011 - January 2012
JP Morgan - Private Equity Funds Services February 2010 - March 2011
Capital Analytics June 2008 - August 2009
LPB Energy Consulting March 2007 - June 2008
Pizza Hut May 2005 - March 2007
Yum Brands, Inc. April 2001 - May 2005
Skills
Accounting, Financial Modeling, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, GAAP, General Ledger, Microsoft Excel, Account Reconciliation, Auditing, Private Equity, Cash Flow, Due Diligence, Budgets, Analysis, PeopleSoft, Business Analysis, Banking, Financial Statements, Process Improvement, US GAAP, Access, Essbase, Hyperion Enterprise, Financial Services, Fund Accounting, Treasury, QuickBooks, Accounts Payable, Income Statement, P&L, Corporate Finance, Credit Analysis, Technical Writing, Finance
Education
Texas A&M University-Commerce
BBA, Finance
MedSynergies (contract) April 2014 - April 2015
Invesco July 2012 - January 2014
Hudson Advisors, LLC March 2011 - January 2012
JP Morgan - Private Equity Funds Services February 2010 - March 2011
Capital Analytics June 2008 - August 2009
LPB Energy Consulting March 2007 - June 2008
Pizza Hut May 2005 - March 2007
Yum Brands, Inc. April 2001 - May 2005
Skills
Accounting, Financial Modeling, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, GAAP, General Ledger, Microsoft Excel, Account Reconciliation, Auditing, Private Equity, Cash Flow, Due Diligence, Budgets, Analysis, PeopleSoft, Business Analysis, Banking, Financial Statements, Process Improvement, US GAAP, Access, Essbase, Hyperion Enterprise, Financial Services, Fund Accounting, Treasury, QuickBooks, Accounts Payable, Income Statement, P&L, Corporate Finance, Credit Analysis, Technical Writing, Finance
Education
Texas A&M University-Commerce
BBA, Finance
Larry R. Meier's Invesco Experience January 2005 - January 2006
Job Presentation Specialist at Williams Lea
Industry Marketing and Advertising
Experience
Williams Lea - Deutsche Bank February 2014 - Present
Reliant Energy January 2006 - January 2008
Invesco January 2005 - January 2006
Reliant Energy 2002 - 2005
McKinsey & Company 1997 - 2002
MD Anderson Cancer Center 1990 - 1997
Skills
Graphic Design, Adobe Creative Suite, Marketing Communications, Adobe Acrobat, Social Media, Corporate Branding, Presentation Development, PowerPoint, Microsoft Office, Microsoft Word, Employee Training, Time Management, Software Documentation, Microsoft Excel, Desktop Publishing, Management Consulting, Illustration, Leadership, Training, Technical Presentations, Excel, Word, Presentations, Technical Training, Flash Animation, Learning Management..., Presentation Design, Präsentationen, Prezi
Education
Texas State University-San Marcos
BFA
Texas State Technical College Waco
Associate of Arts (A.A.)
Williams Lea - Deutsche Bank February 2014 - Present
Reliant Energy January 2006 - January 2008
Invesco January 2005 - January 2006
Reliant Energy 2002 - 2005
McKinsey & Company 1997 - 2002
MD Anderson Cancer Center 1990 - 1997
Skills
Graphic Design, Adobe Creative Suite, Marketing Communications, Adobe Acrobat, Social Media, Corporate Branding, Presentation Development, PowerPoint, Microsoft Office, Microsoft Word, Employee Training, Time Management, Software Documentation, Microsoft Excel, Desktop Publishing, Management Consulting, Illustration, Leadership, Training, Technical Presentations, Excel, Word, Presentations, Technical Training, Flash Animation, Learning Management..., Presentation Design, Präsentationen, Prezi
Education
Texas State University-San Marcos
BFA
Texas State Technical College Waco
Associate of Arts (A.A.)
Lucas Mathews Lucas Mathews's Invesco Experience March 2013 - July 2015
Job Goldman Sachs
Industry Banking
Experience
Goldman Sachs August 2015 - Present
Invesco March 2013 - July 2015
FirstCity Financial Corp. October 2010 - March 2013
Freddie Mac June 2009 - October 2010
N3 Real Estate June 2008 - May 2009
Skills
Investments, Real Estate, Valuation, Financial Modeling, Financial Analysis, Due Diligence, REO, Asset Management, Portfolio Management, Real Estate Economics, Corporate Finance, Credit Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Finance/Real Estate
Goldman Sachs August 2015 - Present
Invesco March 2013 - July 2015
FirstCity Financial Corp. October 2010 - March 2013
Freddie Mac June 2009 - October 2010
N3 Real Estate June 2008 - May 2009
Skills
Investments, Real Estate, Valuation, Financial Modeling, Financial Analysis, Due Diligence, REO, Asset Management, Portfolio Management, Real Estate Economics, Corporate Finance, Credit Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Finance/Real Estate
Jan Friedli Jan Friedli's Invesco Experience 2006 - November 2011
Job President at Silvan Homes, Inc.
Industry Real Estate
Experience
Silvan Homes, Inc. November 2011 - Present
Invesco 2006 - November 2011
AIM Investments February 1999 - April 2006
Nicholas Applegate - Criterion February 1997 - February 1999
Strong Funds February 1994 - February 1997
PIMCO April 1991 - April 1993
The Vanguard Group May 1990 - February 1991
Skills
Investments, Portfolio Management, Real Estate, Real Estate Development, Strategic Planning, Construction Management, Construction, New Business Development, Project Management, Fixed Income, Trading, Management, Risk Management, Equities
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance, Statistics, Honors - top 10%
Villanova University 1986 — 1990
BSc, Computer Science, Cum Laude
Silvan Homes, Inc. November 2011 - Present
Invesco 2006 - November 2011
AIM Investments February 1999 - April 2006
Nicholas Applegate - Criterion February 1997 - February 1999
Strong Funds February 1994 - February 1997
PIMCO April 1991 - April 1993
The Vanguard Group May 1990 - February 1991
Skills
Investments, Portfolio Management, Real Estate, Real Estate Development, Strategic Planning, Construction Management, Construction, New Business Development, Project Management, Fixed Income, Trading, Management, Risk Management, Equities
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance, Statistics, Honors - top 10%
Villanova University 1986 — 1990
BSc, Computer Science, Cum Laude
Jordan Winterfeld Jordan Winterfeld's Invesco Experience October 2009 - November 2014
Job Regional Vice President, Invesco
Industry Financial Services
Experience
Invesco US November 2014 - Present
Invesco October 2009 - November 2014
Invesco Aim July 2008 - October 2009
AIM Investments September 2006 - July 2008
Skills
Public Speaking, Microsoft Excel, Microsoft Word, Outstanding..., Empathy, Intuition, 401k, Alternative Investments, ETFs, FINRA, Hedge Funds, Marketing, Mutual Funds, Sales, Separately Managed..., Series 24, Series 6, Series 63, Series 65, Series 7, Wealth Management
Education
Texas A&M University 2002 — 2006
Bachelor of Arts (BA), Communication, General
Invesco US November 2014 - Present
Invesco October 2009 - November 2014
Invesco Aim July 2008 - October 2009
AIM Investments September 2006 - July 2008
Skills
Public Speaking, Microsoft Excel, Microsoft Word, Outstanding..., Empathy, Intuition, 401k, Alternative Investments, ETFs, FINRA, Hedge Funds, Marketing, Mutual Funds, Sales, Separately Managed..., Series 24, Series 6, Series 63, Series 65, Series 7, Wealth Management
Education
Texas A&M University 2002 — 2006
Bachelor of Arts (BA), Communication, General
Lorraine Lewis Lorraine Lewis's Invesco Experience October 1998 - Present
Job Head of Product Governance at Invesco
Industry Investment Management
Experience
Invesco October 1998 - Present
Skills
Mutual Funds, Series 7, Series 63, Wealth Management, Risk Management, Product Marketing, Product Management, Product Development, Fixed Income, Financial Services, FINRA, Management, Project Management, Strategic Planning
Education
Texas Tech University - Rawls College of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Invesco October 1998 - Present
Skills
Mutual Funds, Series 7, Series 63, Wealth Management, Risk Management, Product Marketing, Product Management, Product Development, Fixed Income, Financial Services, FINRA, Management, Project Management, Strategic Planning
Education
Texas Tech University - Rawls College of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Matthew Gullick, MFIN Matthew Gullick, MFIN's Invesco Experience May 2013 - January 2014
Job Senior Financial Analyst at National Cardiovascular Partners, LP
Industry Higher Education
Experience
National Cardiovascular Partners, LP October 2015 - Present
Situs Asset Management January 2014 - October 2015
Invesco May 2013 - January 2014
Skills
Financial, Communication, Portfolio Assessment, Econometrics, Strata, Investment Banking, Asset Allocation, Fixed Income, Fixed Assets, Fixed Annuities, Annual Reports, ROE, Trend Forecasting, VBA, Microsoft Excel, Microsoft Office, Financial Metrics, PowerPoint, Finance, Analysis, Data Analysis, Investments
Education
Texas A&M University
Bachelor's degree, Psychology/Business
Tulane University - A.B. Freeman School of Business
Master of Finance, Finance, General, 3.68
National Cardiovascular Partners, LP October 2015 - Present
Situs Asset Management January 2014 - October 2015
Invesco May 2013 - January 2014
Skills
Financial, Communication, Portfolio Assessment, Econometrics, Strata, Investment Banking, Asset Allocation, Fixed Income, Fixed Assets, Fixed Annuities, Annual Reports, ROE, Trend Forecasting, VBA, Microsoft Excel, Microsoft Office, Financial Metrics, PowerPoint, Finance, Analysis, Data Analysis, Investments
Education
Texas A&M University
Bachelor's degree, Psychology/Business
Tulane University - A.B. Freeman School of Business
Master of Finance, Finance, General, 3.68
Jaime Kelley's Invesco Experience June 2012 - Present
Job Asset Management Analyst at Invesco
Industry Real Estate
Experience
Invesco June 2012 - Present
Invesco Ltd. July 2009 - June 2012
CBRE August 2008 - July 2009
McNeff Companies, Inc. 2000 - 2008
Moran & Company 2006 - 2006
Skills
Asset Managment, Valuation, Leases, Real Estate, Property Management, Financial Modeling, Microsoft Excel, Microsoft Office, Commercial Real Estate, Asset Management, Finance, Brokerage, Real Estate Economics, Investments, Due Diligence, Management, Budgets, Financial Analysis
Education
Texas A&M University - Mays Business School 2004 — 2007
BS, Finance
Invesco June 2012 - Present
Invesco Ltd. July 2009 - June 2012
CBRE August 2008 - July 2009
McNeff Companies, Inc. 2000 - 2008
Moran & Company 2006 - 2006
Skills
Asset Managment, Valuation, Leases, Real Estate, Property Management, Financial Modeling, Microsoft Excel, Microsoft Office, Commercial Real Estate, Asset Management, Finance, Brokerage, Real Estate Economics, Investments, Due Diligence, Management, Budgets, Financial Analysis
Education
Texas A&M University - Mays Business School 2004 — 2007
BS, Finance
Kishwar Kabiruddin Kishwar Kabiruddin's Invesco Experience April 2013 - Present
Job Expense Accounting Analyst at Invesco
Industry Accounting
Experience
Invesco April 2013 - Present
KPMG September 2011 - December 2012
McCombs School of Business August 2010 - May 2011
McCombs School of Business August 2010 - December 2010
Foundations Community January 2009 - April 2010
McCombs School of Business January 2008 - December 2008
UTC Fire & Security June 2008 - August 2008
The University of Texas at Austin January 2007 - December 2007
Panhandle Energy June 2007 - August 2007
Skills
Microsoft Applications, SAP, Visual Basic, IT Controls, Application Controls, Accounting, Sarbanes-Oxley, Internal Controls, Internal Audit, IT Audit, Software Implementation, Tax, Mentoring, Event Planning, Process Flow Charts, Forensic Analysis, Advising People, GAAP, SEC filings, Sarbanes-Oxley Act
Education
The University of Texas at Austin 2006 — 2011
Bachelor of Business Administration (BBA), Accounting
University of New South Wales 2009 — 2009
N/A, Business/Commerce, General
Invesco April 2013 - Present
KPMG September 2011 - December 2012
McCombs School of Business August 2010 - May 2011
McCombs School of Business August 2010 - December 2010
Foundations Community January 2009 - April 2010
McCombs School of Business January 2008 - December 2008
UTC Fire & Security June 2008 - August 2008
The University of Texas at Austin January 2007 - December 2007
Panhandle Energy June 2007 - August 2007
Skills
Microsoft Applications, SAP, Visual Basic, IT Controls, Application Controls, Accounting, Sarbanes-Oxley, Internal Controls, Internal Audit, IT Audit, Software Implementation, Tax, Mentoring, Event Planning, Process Flow Charts, Forensic Analysis, Advising People, GAAP, SEC filings, Sarbanes-Oxley Act
Education
The University of Texas at Austin 2006 — 2011
Bachelor of Business Administration (BBA), Accounting
University of New South Wales 2009 — 2009
N/A, Business/Commerce, General
Alex O'Saw Alex O'Saw's Invesco Experience 1995 - 1996
Job Senior Network Engineer at United Airlines
Industry Information Technology and Services
Experience
United Airlines August 2013 - Present
NCS Global April 2012 - June 2013
Baldrige Quality Award March 2009 - April 2012
Harris County Hospital District August 2007 - March 2012
Cingular Wireless/ AT&T October 2004 - July 2007
T Broadband/ Comcast May 2002 - September 2004
Terraspring Inc October 2000 - May 2001
QuickStart Technologies September 1999 - October 2000
Sprint Paranet February 1998 - August 1999
Invesco 1995 - 1996
Skills
Team Leadership, Network Architecture, Technology Planning, Troubleshooting, Public Speaking, Software Documentation, WAN, VoIP, Project Management, Project Engineering, Management, LAN-WAN, Cisco Technologies, Cisco IOS, Cisco Routing &..., Cisco Wireless, Healthcare Information..., Data Center, Visio, Cisco Routers, VPN, IT Strategy, ITIL, Disaster Recovery, Servers, Network Security, Networking, Network Design, Switches, Routers, Security, Technical Support, Network Engineering, Telecommunications, Routing, Information Technology, Leadership
Education
University of Houston, Victoria 2010 — 2014
MBA, Strategic Planning
Texas Southern University 1990 — 1995
Bachelor of Science, Computer Science
Willowridge HS 1986 — 1990
High School Diploma
United Airlines August 2013 - Present
NCS Global April 2012 - June 2013
Baldrige Quality Award March 2009 - April 2012
Harris County Hospital District August 2007 - March 2012
Cingular Wireless/ AT&T October 2004 - July 2007
T Broadband/ Comcast May 2002 - September 2004
Terraspring Inc October 2000 - May 2001
QuickStart Technologies September 1999 - October 2000
Sprint Paranet February 1998 - August 1999
Invesco 1995 - 1996
Skills
Team Leadership, Network Architecture, Technology Planning, Troubleshooting, Public Speaking, Software Documentation, WAN, VoIP, Project Management, Project Engineering, Management, LAN-WAN, Cisco Technologies, Cisco IOS, Cisco Routing &..., Cisco Wireless, Healthcare Information..., Data Center, Visio, Cisco Routers, VPN, IT Strategy, ITIL, Disaster Recovery, Servers, Network Security, Networking, Network Design, Switches, Routers, Security, Technical Support, Network Engineering, Telecommunications, Routing, Information Technology, Leadership
Education
University of Houston, Victoria 2010 — 2014
MBA, Strategic Planning
Texas Southern University 1990 — 1995
Bachelor of Science, Computer Science
Willowridge HS 1986 — 1990
High School Diploma
Lauren Roark's Invesco Experience January 2012 - November 2012
Job IT Business Analyst at Academy Sports + Outdoors
Industry Information Technology and Services
Experience
Academy Sports + Outdoors December 2013 - Present
AIG November 2012 - December 2013
Invesco January 2012 - November 2012
Invesco August 2005 - January 2012
Skills
Business Analysis, Requirements Gathering, Business Requirements, Visio, Process Improvement, Mutual Funds, Analysis, SDLC, Customer Service, SharePoint, 401k, Financial Services, Microsoft Excel, Microsoft Word, Project Management, Training, Securities, Asset Management, Use Case Analysis, Leadership, Vendor Management, Asset Allocation, Agile Methodologies, User Acceptance Testing, Investments, PowerPoint, Employee Training, Series 6, Mentoring, Pega PRPC, Escheatment, TA2000, Use Case, AWD, IT Project Lifecycle, eCommerce, JIRA, Sprint Planning, Confluence, HP Quality Center, Multi-channel Retail, Retail, IBM Websphere Commerce, Agile & Waterfall...
Education
SUNY Geneseo 2000 — 2004
Bachelor of Arts (BA), Psychology
Academy Sports + Outdoors December 2013 - Present
AIG November 2012 - December 2013
Invesco January 2012 - November 2012
Invesco August 2005 - January 2012
Skills
Business Analysis, Requirements Gathering, Business Requirements, Visio, Process Improvement, Mutual Funds, Analysis, SDLC, Customer Service, SharePoint, 401k, Financial Services, Microsoft Excel, Microsoft Word, Project Management, Training, Securities, Asset Management, Use Case Analysis, Leadership, Vendor Management, Asset Allocation, Agile Methodologies, User Acceptance Testing, Investments, PowerPoint, Employee Training, Series 6, Mentoring, Pega PRPC, Escheatment, TA2000, Use Case, AWD, IT Project Lifecycle, eCommerce, JIRA, Sprint Planning, Confluence, HP Quality Center, Multi-channel Retail, Retail, IBM Websphere Commerce, Agile & Waterfall...
Education
SUNY Geneseo 2000 — 2004
Bachelor of Arts (BA), Psychology
Courtney Eidman Courtney Eidman's Invesco Experience November 1999 - June 2001
Job Senior Event Planner Gulf Coast at Deloitte
Industry Management Consulting
Experience
Deloitte July 2010 - Present
Deloitte July 2010 - Present
Houston Aeros August 2006 - June 2010
Houston Texans June 2002 - August 2006
Invesco November 1999 - June 2001
Education
Texas Christian University 1995 — 1999
Bachelor of Science (BS), Speech Communication and Human Relations
Duchesne Academy
Deloitte July 2010 - Present
Deloitte July 2010 - Present
Houston Aeros August 2006 - June 2010
Houston Texans June 2002 - August 2006
Invesco November 1999 - June 2001
Education
Texas Christian University 1995 — 1999
Bachelor of Science (BS), Speech Communication and Human Relations
Duchesne Academy
Christian Remmert Christian Remmert's Invesco Experience July 2007 - June 2011
Job Senior Analyst at Kaizen Capital, LLC
Industry Investment Management
Experience
Kaizen Capital, LLC September 2011 - Present
Invesco July 2007 - June 2011
UT MBA Investment Fund November 2005 - February 2007
Invesco June 2006 - August 2006
Invesco February 2003 - August 2005
Invesco August 2002 - February 2003
Invesco August 2000 - August 2002
Skills
Financial Modeling, Valuation, Equities, Investments, Special Situations, Hedge Funds, Investment Management, Portfolio Management, Mining, Equity Research, Energy, Mutual Funds, Derivatives, Trading, Asset Management, Capital Markets, Bloomberg, Financial Analysis, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2007
MBA
Texas A&M University 1993 — 1998
Bachelor of Science
Kaizen Capital, LLC September 2011 - Present
Invesco July 2007 - June 2011
UT MBA Investment Fund November 2005 - February 2007
Invesco June 2006 - August 2006
Invesco February 2003 - August 2005
Invesco August 2002 - February 2003
Invesco August 2000 - August 2002
Skills
Financial Modeling, Valuation, Equities, Investments, Special Situations, Hedge Funds, Investment Management, Portfolio Management, Mining, Equity Research, Energy, Mutual Funds, Derivatives, Trading, Asset Management, Capital Markets, Bloomberg, Financial Analysis, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2007
MBA
Texas A&M University 1993 — 1998
Bachelor of Science
Hunter Harrison Hunter Harrison's Invesco Experience June 2013 - May 2014
Job Financial Analyst at CBRE
Industry Real Estate
Experience
CBRE May 2014 - Present
Invesco June 2013 - May 2014
Texas A&M University January 2011 - May 2013
Invesco May 2012 - August 2012
Transwestern Real Estate May 2011 - August 2011
Janelle Stone Estate Services February 2008 - March 2011
Kanakuk Kamps/Kamp Kivu May 2008 - August 2010
Harrison Lawn Service June 2009 - August 2009
Skills
Sales, Finance, Leadership, Strategic Planning, Outlook, Market Research, Social Media Marketing, Public Relations, Fundraising, Teamwork, Social Networking, Time Management, Marketing Communications, Team Building, Market Analysis, Event Management
Education
Texas A&M University - Mays Business School 2007 — 2013
Master of Real Estate
Texas A&M University, College 2007 — 2011
Bachelor of Science, Agricultural Economics
CBRE May 2014 - Present
Invesco June 2013 - May 2014
Texas A&M University January 2011 - May 2013
Invesco May 2012 - August 2012
Transwestern Real Estate May 2011 - August 2011
Janelle Stone Estate Services February 2008 - March 2011
Kanakuk Kamps/Kamp Kivu May 2008 - August 2010
Harrison Lawn Service June 2009 - August 2009
Skills
Sales, Finance, Leadership, Strategic Planning, Outlook, Market Research, Social Media Marketing, Public Relations, Fundraising, Teamwork, Social Networking, Time Management, Marketing Communications, Team Building, Market Analysis, Event Management
Education
Texas A&M University - Mays Business School 2007 — 2013
Master of Real Estate
Texas A&M University, College 2007 — 2011
Bachelor of Science, Agricultural Economics
Charlie Elsner Charlie Elsner's Invesco Experience July 2000 - Present
Job Advancing the adoption of Agile Development Processes and Lean IT deployment at Invesco.
Industry Financial Services
Experience
INVESCO July 2000 - Present
Skills
Business Analysis, Project Management, Vendor Management, SharePoint, Management, Process Improvement, SDLC, Leadership, Analysis, Risk Management, Agile Methodologies, Scrum
Education
Texas A&M University 1982 — 1986
BS, Computer Science
INVESCO July 2000 - Present
Skills
Business Analysis, Project Management, Vendor Management, SharePoint, Management, Process Improvement, SDLC, Leadership, Analysis, Risk Management, Agile Methodologies, Scrum
Education
Texas A&M University 1982 — 1986
BS, Computer Science
Amanda Blackburn-Hafner, PHR Amanda Blackburn-Hafner, PHR's Invesco Experience July 2012 - Present
Job HR Technology and Integration at Invesco
Industry Financial Services
Experience
Invesco July 2012 - Present
Invesco March 2011 - August 2012
INVESCO November 2007 - March 2011
FMC Technologies 2007 - 2007
Protiviti 2006 - 2007
Mercer 2005 - 2006
Education
Texas A&M University 2001 — 2005
Invesco July 2012 - Present
Invesco March 2011 - August 2012
INVESCO November 2007 - March 2011
FMC Technologies 2007 - 2007
Protiviti 2006 - 2007
Mercer 2005 - 2006
Education
Texas A&M University 2001 — 2005
Britton Wells Britton Wells's Invesco Experience January 2013 - Present
Job Acquisitions at Invesco
Industry Real Estate
Experience
Invesco January 2013 - Present
Integra Realty Resources January 2012 - December 2012
Integra Realty Resources May 2011 - August 2011
Texas Transportation Institute April 2010 - June 2011
Layne's June 2007 - February 2009
UB Ski July 2007 - November 2007
Happy State Bank April 2006 - August 2006
Skills
Valuation, Commercial Real Estate, Finance, Analysis, Real Estate Economics, Financial Modeling, Due Diligence, Real Estate, Financial Analysis, Real Estate Development, Asset Management, Appraisals, Leases, Investments, Disposition, Brokerage, Real Estate Financing, Real Estate Transactions, Investment Properties, Portfolio Management, Market Analysis, Corporate Real Estate, Argus Modeling, Location Intelligence
Education
Texas A&M University - Mays Business School 2010 — 2011
Masters, Commercial Real Estate
Texas A&M University 2006 — 2010
Bachelor of Science, Economics
Invesco January 2013 - Present
Integra Realty Resources January 2012 - December 2012
Integra Realty Resources May 2011 - August 2011
Texas Transportation Institute April 2010 - June 2011
Layne's June 2007 - February 2009
UB Ski July 2007 - November 2007
Happy State Bank April 2006 - August 2006
Skills
Valuation, Commercial Real Estate, Finance, Analysis, Real Estate Economics, Financial Modeling, Due Diligence, Real Estate, Financial Analysis, Real Estate Development, Asset Management, Appraisals, Leases, Investments, Disposition, Brokerage, Real Estate Financing, Real Estate Transactions, Investment Properties, Portfolio Management, Market Analysis, Corporate Real Estate, Argus Modeling, Location Intelligence
Education
Texas A&M University - Mays Business School 2010 — 2011
Masters, Commercial Real Estate
Texas A&M University 2006 — 2010
Bachelor of Science, Economics
Blake Cmajdalka Blake Cmajdalka's Invesco Experience 2008 - Present
Job Head of Global Performance & Analytics at Invesco
Industry Financial Services
Experience
Invesco 2008 - Present
Invesco Ltd. 1996 - 2010
Skills
Performance Attribution, Asset Managment, Equities, Mutual Funds, Alternative Investments
Education
Texas A&M University 1998 — 2002
BA, Finance & Accounting
Invesco 2008 - Present
Invesco Ltd. 1996 - 2010
Skills
Performance Attribution, Asset Managment, Equities, Mutual Funds, Alternative Investments
Education
Texas A&M University 1998 — 2002
BA, Finance & Accounting
Laura Parsons's Invesco Experience 1991 - 2004
Job Public Relations & Communications Strategist
Industry Public Relations and Communications
Experience
DST Systems November 2012 - Present
Parsons Communications 2005 - Present
INVESCO 1991 - 2004
Boettcher & Company/Kemper Securities Group January 1990 - July 1991
Skills
Public Relations, Media Relations, Marketing Communications, Investments, Social Media, Copywriting, Mutual Funds, Marketing, Social Media Marketing, Digital Marketing, Corporate Communications, Asset Managment, Marketing Strategy, Internal Communications, Strategic Planning, Public Speaking, Advertising, Strategic Communications, Sports, Press Releases, Asset Management, Coaching, Crisis Communications, Training, Newsletters, Blogging, Sponsorship, Product Marketing, Leadership, Online Marketing, Social Networking, Content Strategy, Brand Development, Integrated Marketing, Email Marketing, Direct Marketing
Education
The University of Kansas 1981 — 1985
B.S., Business Administration/Communications
University of Pennsylvania - The Wharton School 1993 — 1993
Executive Program
DST Systems November 2012 - Present
Parsons Communications 2005 - Present
INVESCO 1991 - 2004
Boettcher & Company/Kemper Securities Group January 1990 - July 1991
Skills
Public Relations, Media Relations, Marketing Communications, Investments, Social Media, Copywriting, Mutual Funds, Marketing, Social Media Marketing, Digital Marketing, Corporate Communications, Asset Managment, Marketing Strategy, Internal Communications, Strategic Planning, Public Speaking, Advertising, Strategic Communications, Sports, Press Releases, Asset Management, Coaching, Crisis Communications, Training, Newsletters, Blogging, Sponsorship, Product Marketing, Leadership, Online Marketing, Social Networking, Content Strategy, Brand Development, Integrated Marketing, Email Marketing, Direct Marketing
Education
The University of Kansas 1981 — 1985
B.S., Business Administration/Communications
University of Pennsylvania - The Wharton School 1993 — 1993
Executive Program
Tina Wooten Tina Wooten's Invesco Experience March 2006 - Present
Job Senior Compliance Manager at Invesco
Industry Financial Services
Experience
Invesco March 2006 - Present
SunAmerica Mutual Funds November 2004 - March 2006
VALIC October 1998 - November 2004
Skills
Leadership, Securities Regulation, Investment Advisory, Due Diligence, Management, Series 6, Compliance, 1940 Act, Charles River IMS, Project Management, Regulatory filings, Customer Service, People Development, Organization &..., Financial Services, Mutual Funds, Risk Management, Securities
Education
University of Phoenix 2002 — 2004
Master Degree, Business Administration
Texas A&M University
Bachelor of Science Degree, Sociology
Invesco March 2006 - Present
SunAmerica Mutual Funds November 2004 - March 2006
VALIC October 1998 - November 2004
Skills
Leadership, Securities Regulation, Investment Advisory, Due Diligence, Management, Series 6, Compliance, 1940 Act, Charles River IMS, Project Management, Regulatory filings, Customer Service, People Development, Organization &..., Financial Services, Mutual Funds, Risk Management, Securities
Education
University of Phoenix 2002 — 2004
Master Degree, Business Administration
Texas A&M University
Bachelor of Science Degree, Sociology
Dawn Polen's Invesco Experience August 1998 - May 2005
Job Senior Project Manager at Invesco
Industry Investment Management
Experience
Invesco Ltd. May 2005 - Present
INVESCO August 1998 - May 2005
Invesco Ltd. August 1995 - July 1998
Skills
Project Management, Business Analysis, Process Improvement, SDLC, Project Portfolio..., Risk Management, Vendor Management, Management, Software Project..., Requirements Gathering, Requirements Analysis, Business Process..., Business Process
Education
Sullivan University 1993 — 1996
Invesco Ltd. May 2005 - Present
INVESCO August 1998 - May 2005
Invesco Ltd. August 1995 - July 1998
Skills
Project Management, Business Analysis, Process Improvement, SDLC, Project Portfolio..., Risk Management, Vendor Management, Management, Software Project..., Requirements Gathering, Requirements Analysis, Business Process..., Business Process
Education
Sullivan University 1993 — 1996
Joab Salce II Joab Salce II's Invesco Experience May 2002 - June 2007
Job Business Consultant at NFP
Industry Investment Management
Experience
NFP - National Financial Partners Corporation April 2014 - Present
Charles Schwab December 2012 - April 2014
Dimensional Fund Advisors June 2007 - November 2012
INVESCO May 2002 - June 2007
COMSYS September 2001 - May 2002
AIM Management Group, Inc. April 1996 - September 2001
Skills
Bloomberg, Equities, Trading Systems, Financial Markets, Factset, Market Data, Mutual Funds, Electronic Trading, Business Analysis, Vendor Management, Process Improvement, ITIL v3 Foundations..., Reuters, Instinet, Bloomberg Data License, Morningstar, Investment Banking, Asset Management, Derivatives, Securities, Portfolio Management, Equity Trading, Trading, Bloomberg Terminal, Series 7, Options, Series 63, Asset Allocation, Corporate Actions, Middle Office, Investment Management
Education
University of Houston 2005 — 2008
MBA, Finance
Texas A&M University 1990 — 1995
Education, Sports Management
NFP - National Financial Partners Corporation April 2014 - Present
Charles Schwab December 2012 - April 2014
Dimensional Fund Advisors June 2007 - November 2012
INVESCO May 2002 - June 2007
COMSYS September 2001 - May 2002
AIM Management Group, Inc. April 1996 - September 2001
Skills
Bloomberg, Equities, Trading Systems, Financial Markets, Factset, Market Data, Mutual Funds, Electronic Trading, Business Analysis, Vendor Management, Process Improvement, ITIL v3 Foundations..., Reuters, Instinet, Bloomberg Data License, Morningstar, Investment Banking, Asset Management, Derivatives, Securities, Portfolio Management, Equity Trading, Trading, Bloomberg Terminal, Series 7, Options, Series 63, Asset Allocation, Corporate Actions, Middle Office, Investment Management
Education
University of Houston 2005 — 2008
MBA, Finance
Texas A&M University 1990 — 1995
Education, Sports Management
Patrick Wisneski, CRPC, CMFC Patrick Wisneski, CRPC, CMFC's Invesco Experience August 2000 - July 2003
Job Vice President, Senior Advisor Consultant at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds August 2012 - Present
OppenheimerFunds August 2006 - August 2012
OppenheimerFunds February 2004 - August 2006
INVESCO August 2000 - July 2003
Marketwise 2000 - 2000
Investor's Business Daily 1997 - September 1999
American Airlines 1992 - 1997
MHM - Hotel Management Company 1989 - 1992
Skills
Separately Managed..., Series 63, Mutual Funds, Series 7, Asset Allocation, 401k, Retirement Planning, IRAs, Alternative Investments, Fixed Annuities, Investment Advisory, Strategic Financial..., Series 6, Portfolio Management, Fixed Income, Retirement, Wealth Management, Investments, Variable Annuities, FINRA, ETFs, Securities, Investment Management, Financial Advisory, Hedge Funds, Relationship Management, CRM, Business Development, Financial Services, Asset Management, Investment Strategies, Equities, Wealth Management..., Pensions, Retirement Plan..., Bonds, Defined Benefit, Qualified Retirement..., Defined Contribution, Wealth, Life Insurance, 401k Rollovers, Estate Planning, ERISA, Financial Planners, Financial Markets
Education
The University of Texas at Arlington 1994 — 1995
BBA, Marketing
University of Northern Colorado 1983 — 1988
Marketing
St. Mary's High School Colorado Springs, CO 1979 — 1983
OppenheimerFunds August 2012 - Present
OppenheimerFunds August 2006 - August 2012
OppenheimerFunds February 2004 - August 2006
INVESCO August 2000 - July 2003
Marketwise 2000 - 2000
Investor's Business Daily 1997 - September 1999
American Airlines 1992 - 1997
MHM - Hotel Management Company 1989 - 1992
Skills
Separately Managed..., Series 63, Mutual Funds, Series 7, Asset Allocation, 401k, Retirement Planning, IRAs, Alternative Investments, Fixed Annuities, Investment Advisory, Strategic Financial..., Series 6, Portfolio Management, Fixed Income, Retirement, Wealth Management, Investments, Variable Annuities, FINRA, ETFs, Securities, Investment Management, Financial Advisory, Hedge Funds, Relationship Management, CRM, Business Development, Financial Services, Asset Management, Investment Strategies, Equities, Wealth Management..., Pensions, Retirement Plan..., Bonds, Defined Benefit, Qualified Retirement..., Defined Contribution, Wealth, Life Insurance, 401k Rollovers, Estate Planning, ERISA, Financial Planners, Financial Markets
Education
The University of Texas at Arlington 1994 — 1995
BBA, Marketing
University of Northern Colorado 1983 — 1988
Marketing
St. Mary's High School Colorado Springs, CO 1979 — 1983
Kataryna Puhacz's Invesco Experience October 2012 - Present
Job Director, Marketing Planning & Analytics at Invesco
Industry Investment Management
Experience
Invesco October 2012 - Present
Invesco Ltd. November 2008 - October 2012
AIM Trimark January 2003 - October 2008
Skills
Marketing Operations, Management Consulting, Asset Management, Portfolio Management, Financial Services, Investment Management, Financial Modeling, Financial Analysis, Vendor Management, Business Analysis, Process Improvement, Risk Management, Strategy, Project Management, CRM
Education
The University of British Columbia 1992 — 1997
Chemistry
Invesco October 2012 - Present
Invesco Ltd. November 2008 - October 2012
AIM Trimark January 2003 - October 2008
Skills
Marketing Operations, Management Consulting, Asset Management, Portfolio Management, Financial Services, Investment Management, Financial Modeling, Financial Analysis, Vendor Management, Business Analysis, Process Improvement, Risk Management, Strategy, Project Management, CRM
Education
The University of British Columbia 1992 — 1997
Chemistry
Horace Williams III Horace Williams III's Invesco Experience November 2009 - Present
Job Systems Analyst at Invesco
Industry Information Services
Experience
Invesco November 2009 - Present
Invesco March 2005 - December 2008
Invesco Aim February 2001 - February 2005
Invesco AIM May 1998 - February 2001
Invesco Aim January 1997 - April 1998
Invesco Aim January 1996 - January 1997
Skills
Financial Analysis, Business Analysis, Finance, Financial Reporting, Leadership, Training, Project Management, Microsoft Excel, Data Analysis, Equities, Portfolio Management, Fixed Income, Financial Services, Change Management, Accounting, Program Management, Banking, Back Office, Software Documentation, Management
Education
Texas Southern University 1990 — 1995
BA, Business Management
O. Perry Walker High School
Invesco November 2009 - Present
Invesco March 2005 - December 2008
Invesco Aim February 2001 - February 2005
Invesco AIM May 1998 - February 2001
Invesco Aim January 1997 - April 1998
Invesco Aim January 1996 - January 1997
Skills
Financial Analysis, Business Analysis, Finance, Financial Reporting, Leadership, Training, Project Management, Microsoft Excel, Data Analysis, Equities, Portfolio Management, Fixed Income, Financial Services, Change Management, Accounting, Program Management, Banking, Back Office, Software Documentation, Management
Education
Texas Southern University 1990 — 1995
BA, Business Management
O. Perry Walker High School
Chris Ingle, CFA's Invesco Experience 1999 - 2004
Job
Industry Investment Management
Experience
State Street Global Advisors April 2014 - Present
Wells Fargo Bank May 2010 - March 2014
Morley Financial May 2009 - June 2010
Loomis Sayles August 2005 - May 2009
Invesco Funds Group 1999 - 2005
INVESCO 1999 - 2004
Skills
Equities, Fixed Income, Investments, Portfolio Management, Securities, Asset Management, High Yield, Alternative Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 1999
MBA
Texas Christian University - M.J. Neeley School of Business 1989 — 1993
BBA
State Street Global Advisors April 2014 - Present
Wells Fargo Bank May 2010 - March 2014
Morley Financial May 2009 - June 2010
Loomis Sayles August 2005 - May 2009
Invesco Funds Group 1999 - 2005
INVESCO 1999 - 2004
Skills
Equities, Fixed Income, Investments, Portfolio Management, Securities, Asset Management, High Yield, Alternative Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 1999
MBA
Texas Christian University - M.J. Neeley School of Business 1989 — 1993
BBA
Randy Gallagher's Invesco Experience August 2015 - Present
Job
Industry Financial Services
Experience
Invesco August 2015 - Present
Novelis November 2014 - July 2015
Novelis August 2011 - November 2014
Novelis February 2010 - August 2011
Oxygen Executive Search Inc November 2008 - February 2010
Boyden global executive search August 2002 - October 2008
AHL Services 2000 - 2002
Skills
Strategic Sourcing, Talent Acquisition, Sourcing, Process Improvement, Talent Management, Marketing, Cross-functional Team..., Marketing Strategy, Strategy, Applicant Tracking..., Change Management, Executive Search, Recruiting, Retail, Management, University Recruitment, Social Recruiting, R&D experience
Education
University of Georgia - Terry College of Business 1998 — 1999
MBA
The University of Georgia
BBA
Invesco August 2015 - Present
Novelis November 2014 - July 2015
Novelis August 2011 - November 2014
Novelis February 2010 - August 2011
Oxygen Executive Search Inc November 2008 - February 2010
Boyden global executive search August 2002 - October 2008
AHL Services 2000 - 2002
Skills
Strategic Sourcing, Talent Acquisition, Sourcing, Process Improvement, Talent Management, Marketing, Cross-functional Team..., Marketing Strategy, Strategy, Applicant Tracking..., Change Management, Executive Search, Recruiting, Retail, Management, University Recruitment, Social Recruiting, R&D experience
Education
University of Georgia - Terry College of Business 1998 — 1999
MBA
The University of Georgia
BBA
Margaret Vinson's Invesco Experience 2007 - 2013
Job Realtor at Martha Turner | Sotheby's International Realty
Industry Real Estate
Experience
Martha Turner Sotheby's International Realty 2014 - Present
Independent 2000 - 2014
Invesco 2007 - 2013
AIM Investments 1998 - 2007
AIM Investments 1995 - 1998
AIM Investments 1991 - 1995
AIM Investments 1989 - 1991
Skills
Strategy, Marketing, Analytics, Financial Services, Digital Marketing, Real Estate Transactions, Certified Negotiation..., Housing Trends, Real Estate Marketing, Real Estate Pricing, Asset Management, Real Estate, Sales, Negotiation
Education
University of Houston, C.T. Bauer College of Business 1992 — 1996
MBA, Finance
Rawls College of Business at Texas Tech University 1985 — 1989
BBA, Marketing
St. Agnes Academy
High School
Martha Turner Sotheby's International Realty 2014 - Present
Independent 2000 - 2014
Invesco 2007 - 2013
AIM Investments 1998 - 2007
AIM Investments 1995 - 1998
AIM Investments 1991 - 1995
AIM Investments 1989 - 1991
Skills
Strategy, Marketing, Analytics, Financial Services, Digital Marketing, Real Estate Transactions, Certified Negotiation..., Housing Trends, Real Estate Marketing, Real Estate Pricing, Asset Management, Real Estate, Sales, Negotiation
Education
University of Houston, C.T. Bauer College of Business 1992 — 1996
MBA, Finance
Rawls College of Business at Texas Tech University 1985 — 1989
BBA, Marketing
St. Agnes Academy
High School
Jim Colquitt's Invesco Experience March 2013 - Present
Job Analyst High Yield Credit at Invesco
Industry Investment Management
Experience
Invesco March 2013 - Present
Invesco March 2012 - February 2013
Invesco July 2008 - February 2012
Invesco August 2002 - June 2008
Skills
Bloomberg, Portfolio Management, Investments, Mutual Funds, Fixed Income, Financial Analysis, Credit Risk, Risk Management, Credit Analysis, Fixed Income Analysis, Fixed Income Portfolio..., High Yield Bonds
Education
Texas A&M University - Mays Business School 2006 — 2008
MBA, Finance
Texas A&M University 1994 — 1998
BBA, Management, Marketing
Invesco March 2013 - Present
Invesco March 2012 - February 2013
Invesco July 2008 - February 2012
Invesco August 2002 - June 2008
Skills
Bloomberg, Portfolio Management, Investments, Mutual Funds, Fixed Income, Financial Analysis, Credit Risk, Risk Management, Credit Analysis, Fixed Income Analysis, Fixed Income Portfolio..., High Yield Bonds
Education
Texas A&M University - Mays Business School 2006 — 2008
MBA, Finance
Texas A&M University 1994 — 1998
BBA, Management, Marketing
Carolyn Gibbs, CFA's Invesco Experience June 2013 - Present
Job Senior Strategist at Invesco
Industry Financial Services
Experience
Invesco June 2013 - Present
Invesco Ltd. June 2010 - Present
Invesco Ltd. January 2009 - June 2010
AIM Management Inc. March 2000 - January 2009
AIM Management, Inc. January 1995 - March 2000
AIM Management, Inc. October 1992 - January 1995
Northwest Airlines inc 1991 - 1992
Northwest Airlines inc 1991 - 1992
Northwest Airlines inc 1991 - 1992
Northwest Airlines inc 1991 - 1992
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Texas Christian University 1979 — 1983
BA, English / General Business minor
Invesco June 2013 - Present
Invesco Ltd. June 2010 - Present
Invesco Ltd. January 2009 - June 2010
AIM Management Inc. March 2000 - January 2009
AIM Management, Inc. January 1995 - March 2000
AIM Management, Inc. October 1992 - January 1995
Northwest Airlines inc 1991 - 1992
Northwest Airlines inc 1991 - 1992
Northwest Airlines inc 1991 - 1992
Northwest Airlines inc 1991 - 1992
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Texas Christian University 1979 — 1983
BA, English / General Business minor
Rachel Melcher's Invesco Experience June 2002 - Present
Job Sr. Systems Analyst at Invesco
Industry Financial Services
Experience
Invesco June 2002 - Present
Invesco 1991 - 2015
Invesco 1991 - 2015
Invesco Aim December 1999 - June 2002
Invesco Aim October 1998 - December 1999
Skills
Databases, Management, Access, Project Management, Strategy, Microsoft Excel, Bloomberg, Business Analysis, Mutual Funds, VBA, Integration, Management Consulting, Investments, Competitive Analysis, Microsoft Access, Project Planning, Eagle, Data Migration, Analysis
Education
Stephen F. Austin State University 1987 — 1991
BBA, Finance
Invesco June 2002 - Present
Invesco 1991 - 2015
Invesco 1991 - 2015
Invesco Aim December 1999 - June 2002
Invesco Aim October 1998 - December 1999
Skills
Databases, Management, Access, Project Management, Strategy, Microsoft Excel, Bloomberg, Business Analysis, Mutual Funds, VBA, Integration, Management Consulting, Investments, Competitive Analysis, Microsoft Access, Project Planning, Eagle, Data Migration, Analysis
Education
Stephen F. Austin State University 1987 — 1991
BBA, Finance
Neil Thomas, MBA, PMP's Invesco Experience January 1994 - January 2013
Job Sr. Project Manager
Industry Oil & Energy
Experience
Plains All American January 2013 - Present
Invesco January 1994 - January 2013
AIM Investments 1996 - 2007
AIM Investments 1994 - 1995
GE Capital January 1993 - December 1993
First Financial Capital Corporation January 1992 - December 1992
Skills
Leadership, Project Management, Project Planning, Risk Management, Software Documentation, Vendor Management, Mutual Funds, Visio, Databases, Business Process..., Business Process, Management, Process Improvement
Education
University of St. Thomas (TX) 2007 — 2009
MBA, Finance
Texas State University 1987 — 1991
BBA, Finance
Plains All American January 2013 - Present
Invesco January 1994 - January 2013
AIM Investments 1996 - 2007
AIM Investments 1994 - 1995
GE Capital January 1993 - December 1993
First Financial Capital Corporation January 1992 - December 1992
Skills
Leadership, Project Management, Project Planning, Risk Management, Software Documentation, Vendor Management, Mutual Funds, Visio, Databases, Business Process..., Business Process, Management, Process Improvement
Education
University of St. Thomas (TX) 2007 — 2009
MBA, Finance
Texas State University 1987 — 1991
BBA, Finance
Keye Chang's Invesco Experience April 2007 - Present
Job Compliance Manager Sales Material Specialist
Industry Financial Services
Experience
Invesco April 2007 - Present
Charles Schwab & Co., Inc. August 2006 - April 2007
Financial Industry Regulatory Authority August 2003 - April 2006
Skills
Mutual Funds, Investments, Series 7, FINRA, Financial Services, ETFs, Insurance, SEC, Institutional..., Securities, Series 24, Sales, Hedge Funds, Alternative Investments, Series 63, Asset Management, Equities, Private Equity, Securities Regulation
Education
The University of Texas at Austin 1992 — 1996
Bachelor of Arts (B.A.), Asian Studies/Civilization
Invesco April 2007 - Present
Charles Schwab & Co., Inc. August 2006 - April 2007
Financial Industry Regulatory Authority August 2003 - April 2006
Skills
Mutual Funds, Investments, Series 7, FINRA, Financial Services, ETFs, Insurance, SEC, Institutional..., Securities, Series 24, Sales, Hedge Funds, Alternative Investments, Series 63, Asset Management, Equities, Private Equity, Securities Regulation
Education
The University of Texas at Austin 1992 — 1996
Bachelor of Arts (B.A.), Asian Studies/Civilization
Maxwell Weigandt's Invesco Experience 2013 - 2014
Job VP at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments April 2011 - Present
Invesco 2013 - 2014
Quantitative Risk Management 2006 - March 2010
Georgia Central Credit Union 2002 - 2006
Skills
Market Risk, Risk Management, Fixed Income, Financial Modeling, Derivatives, Capital Markets, Finance, Equities, Bloomberg, Investments, Valuation
Education
The University of Georgia 1997 — 2001
Finance, Finance
University of Georgia - Terry College of Business 1997 — 2001
Nuveen Investments April 2011 - Present
Invesco 2013 - 2014
Quantitative Risk Management 2006 - March 2010
Georgia Central Credit Union 2002 - 2006
Skills
Market Risk, Risk Management, Fixed Income, Financial Modeling, Derivatives, Capital Markets, Finance, Equities, Bloomberg, Investments, Valuation
Education
The University of Georgia 1997 — 2001
Finance, Finance
University of Georgia - Terry College of Business 1997 — 2001
Brian O'Neill's Invesco Experience 2000 - Present
Job IT Manager at Invesco
Industry Information Technology and Services
Experience
INVESCO 2000 - Present
AIM Investments 1992 - 2000
Skills
Vendor Management, VMware, SharePoint, Risk Management, Project Management, Process Improvement, Management, Integration, ITIL, IT Strategy, IT Service Management, IT Management, Disaster Recovery, Data Center, Change Management, Business Analysis, Asset Managment, Asset Management
Education
Stephen F. Austin State University 1984 — 1986
INVESCO 2000 - Present
AIM Investments 1992 - 2000
Skills
Vendor Management, VMware, SharePoint, Risk Management, Project Management, Process Improvement, Management, Integration, ITIL, IT Strategy, IT Service Management, IT Management, Disaster Recovery, Data Center, Change Management, Business Analysis, Asset Managment, Asset Management
Education
Stephen F. Austin State University 1984 — 1986
Robert Solis Jr's Invesco Experience June 2006 - November 2012
Job Technical Lead at Marketo
Industry Information Technology and Services
Experience
Marketo February 2013 - Present
Invesco June 2006 - November 2012
Invesco June 2004 - June 2006
Robert Half Technology August 2000 - June 2004
Skills
Microsoft Office 2010, Windows 7, Windows XP, Windows Server 2003, Windows Server 2008, Autosys 4.5, Workload Automation AE..., Unix, Windows Server, Office 2010, XP, Marketo, Salesforce.com, Troubleshooting, Networking, IT Operations, Technical Support, Data Center, Disaster Recovery, SharePoint, Software Installation
Education
The University of Texas at Austin 2000 — 2004
BS, Mechanical Engineering
Marketo February 2013 - Present
Invesco June 2006 - November 2012
Invesco June 2004 - June 2006
Robert Half Technology August 2000 - June 2004
Skills
Microsoft Office 2010, Windows 7, Windows XP, Windows Server 2003, Windows Server 2008, Autosys 4.5, Workload Automation AE..., Unix, Windows Server, Office 2010, XP, Marketo, Salesforce.com, Troubleshooting, Networking, IT Operations, Technical Support, Data Center, Disaster Recovery, SharePoint, Software Installation
Education
The University of Texas at Austin 2000 — 2004
BS, Mechanical Engineering
Terry Hamidi's Invesco Experience February 2007 - October 2007
Job Network Security Analyst at CenterPoint Energy
Industry Oil & Energy
Experience
CenterPoint Energy October 2007 - Present
INVESCO February 2007 - October 2007
Colonial Savings, F.A. July 1996 - February 2007
Colonial National Mortgage 1996 - 2006
Healthcare Computer Corporation February 1990 - July 1996
Skills
Security, Disaster Recovery, Virtualization, Firewalls, Networking, TCP/IP
Education
University Of Texas Arlington 1987 — 1991
CenterPoint Energy October 2007 - Present
INVESCO February 2007 - October 2007
Colonial Savings, F.A. July 1996 - February 2007
Colonial National Mortgage 1996 - 2006
Healthcare Computer Corporation February 1990 - July 1996
Skills
Security, Disaster Recovery, Virtualization, Firewalls, Networking, TCP/IP
Education
University Of Texas Arlington 1987 — 1991
Tom Lenox's Invesco Experience August 2002 - February 2009
Job Sr. Programmer/Analyst at Plains All American
Industry Information Technology and Services
Experience
Plains All American July 2009 - Present
Triad Resources April 2009 - June 2009
INVESCO August 2002 - February 2009
Skills
C#, ASP.NET, VB.NET, Fixed Income, Investments, Business Analysis, Microsoft SQL Server, SQL, .NET, TFS, SDLC, Visio, Requirements Gathering, Database Design, Oracle
Education
Texas A&M University 1991 — 1996
Bachelor of Business Administration (BBA), Business Analysis and Research (MIS)
Plains All American July 2009 - Present
Triad Resources April 2009 - June 2009
INVESCO August 2002 - February 2009
Skills
C#, ASP.NET, VB.NET, Fixed Income, Investments, Business Analysis, Microsoft SQL Server, SQL, .NET, TFS, SDLC, Visio, Requirements Gathering, Database Design, Oracle
Education
Texas A&M University 1991 — 1996
Bachelor of Business Administration (BBA), Business Analysis and Research (MIS)
Michael Wastvedt's Invesco Experience August 1992 - November 1993
Job President at Wastvedt and Company, Inc.
Industry Accounting
Experience
Wastvedt and Company, Inc. November 2008 - Present
Elderhelp 2008 - 2011
Tax Law Firm November 2006 - October 2008
Wastvedt and Company, Inc. August 1999 - November 2006
Cornerstone Holdings, LLC January 1998 - August 1999
Reese Henry and Company, Inc. November 1993 - January 1998
INVESCO August 1992 - November 1993
Skills
Finance, Tax, Tax Preparation, Tax Advisory, Accounting, CPA, Private Equity, Corporate Tax, Auditing, Income Tax, Portfolio Management, Management, Financial Advisory, Estate Planning, Financial Planners, Financial Analysis, Team Building, Strategic Planning, Analysis, Tax Law, Tax Accounting, Business Strategy, Business Tax Planning, Cash Flow, GAAP, Investments
Education
The University of North Dakota 1988 — 1992
Bachelor of Science (B.S.), Accounting
Wastvedt and Company, Inc. November 2008 - Present
Elderhelp 2008 - 2011
Tax Law Firm November 2006 - October 2008
Wastvedt and Company, Inc. August 1999 - November 2006
Cornerstone Holdings, LLC January 1998 - August 1999
Reese Henry and Company, Inc. November 1993 - January 1998
INVESCO August 1992 - November 1993
Skills
Finance, Tax, Tax Preparation, Tax Advisory, Accounting, CPA, Private Equity, Corporate Tax, Auditing, Income Tax, Portfolio Management, Management, Financial Advisory, Estate Planning, Financial Planners, Financial Analysis, Team Building, Strategic Planning, Analysis, Tax Law, Tax Accounting, Business Strategy, Business Tax Planning, Cash Flow, GAAP, Investments
Education
The University of North Dakota 1988 — 1992
Bachelor of Science (B.S.), Accounting
Karen Klapper's Invesco Experience 2005 - 2007
Job Senior Analyst at CreditSights
Industry Financial Services
Experience
CreditSights January 2010 - Present
Harcourt Capital Group March 2009 - May 2009
Centerline September 2007 - November 2008
INVESCO 2005 - 2007
Prudential Financial September 2003 - May 2005
BMO Capital Markets 1993 - 2003
Bank of Montreal 1991 - 1993
Skills
Structured Finance, Portfolio Management, Hedge Funds, Capital Markets, Fixed Income, High Yield, Investments, Credit, Mergers & Acquisitions, Credit Analysis, Trading, Loans, Leveraged Finance, Finance
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
University of Pennsylvania
BS, Accounting / Finance
CreditSights January 2010 - Present
Harcourt Capital Group March 2009 - May 2009
Centerline September 2007 - November 2008
INVESCO 2005 - 2007
Prudential Financial September 2003 - May 2005
BMO Capital Markets 1993 - 2003
Bank of Montreal 1991 - 1993
Skills
Structured Finance, Portfolio Management, Hedge Funds, Capital Markets, Fixed Income, High Yield, Investments, Credit, Mergers & Acquisitions, Credit Analysis, Trading, Loans, Leveraged Finance, Finance
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
University of Pennsylvania
BS, Accounting / Finance
Kristi Theis's Invesco Experience October 2004 - December 2012
Job Engineering Specialist at Marathon Oil Corporation
Industry Financial Services
Experience
Marathon Oil Corporation April 2013 - Present
Invesco October 2004 - December 2012
Invesco October 2003 - September 2004
Invesco October 2000 - October 2003
Skills
NASD Series 7, 63 and..., Management, Mutual Funds, Portfolio Management, Project Management, Sales, Sales Operations, Separately Managed..., Series 7, Series 6, Time Management
Education
Texas A&M University
Bachelor of Business Administration, Marketing
Marathon Oil Corporation April 2013 - Present
Invesco October 2004 - December 2012
Invesco October 2003 - September 2004
Invesco October 2000 - October 2003
Skills
NASD Series 7, 63 and..., Management, Mutual Funds, Portfolio Management, Project Management, Sales, Sales Operations, Separately Managed..., Series 7, Series 6, Time Management
Education
Texas A&M University
Bachelor of Business Administration, Marketing
Shelby Hutto-Stegent's Invesco Experience June 2013 - November 2014
Job Sales Strategy Manager at Invesco
Industry Financial Services
Experience
Invesco June 2013 - November 2014
Invesco Ltd. June 2010 - June 2013
Invesco Aim October 2004 - June 2010
AIM Investments March 2002 - October 2004
AIM Investments May 2000 - March 2002
Skills
Mutual Funds, Investments, Asset Managment, ETFs, Marketing, Risk Management, Business Development, Portfolio Management, Management, Financial Services, Series 7, Asset Management, Asset Allocation, Separately Managed..., Series 63, Wealth Management, Investment Strategies, Alternative Investments, Relationship Management, Investment Management
Education
Texas State University 1996 — 2000
Invesco June 2013 - November 2014
Invesco Ltd. June 2010 - June 2013
Invesco Aim October 2004 - June 2010
AIM Investments March 2002 - October 2004
AIM Investments May 2000 - March 2002
Skills
Mutual Funds, Investments, Asset Managment, ETFs, Marketing, Risk Management, Business Development, Portfolio Management, Management, Financial Services, Series 7, Asset Management, Asset Allocation, Separately Managed..., Series 63, Wealth Management, Investment Strategies, Alternative Investments, Relationship Management, Investment Management
Education
Texas State University 1996 — 2000
William Gilmore's Invesco Experience June 2010 - Present
Job Performance Analyst at Invesco
Industry Financial Services
Experience
Invesco June 2010 - Present
Invesco April 2008 - June 2010
AIM Investments July 2005 - March 2008
AIM Investments September 2003 - July 2005
AIM Investments March 2002 - September 2003
AIM Investments April 2000 - March 2002
Skills
Mutual Funds, Excel, VBA, Bloomberg Terminal, Factset, StyleAdvisor (Zephyr), Morningstar Direct, Lipper, Fundstation, Analysis, Microsoft Excel, Bloomberg, Financial Risk, Data Analysis, Financial Reporting, 401k, Performance Measurement, Statistics, Benchmarks, Risk, Fund Of Funds
Education
University of Houston-Clear Lake 2004 — 2007
Master of Business Administration (MBA), Management/Marketing
Stephen F. Austin State University 1996 — 1999
Bachelor of Business Administration (BBA), Management/Marketing
Texas City High School
Invesco June 2010 - Present
Invesco April 2008 - June 2010
AIM Investments July 2005 - March 2008
AIM Investments September 2003 - July 2005
AIM Investments March 2002 - September 2003
AIM Investments April 2000 - March 2002
Skills
Mutual Funds, Excel, VBA, Bloomberg Terminal, Factset, StyleAdvisor (Zephyr), Morningstar Direct, Lipper, Fundstation, Analysis, Microsoft Excel, Bloomberg, Financial Risk, Data Analysis, Financial Reporting, 401k, Performance Measurement, Statistics, Benchmarks, Risk, Fund Of Funds
Education
University of Houston-Clear Lake 2004 — 2007
Master of Business Administration (MBA), Management/Marketing
Stephen F. Austin State University 1996 — 1999
Bachelor of Business Administration (BBA), Management/Marketing
Texas City High School
Sarina Freedland's Invesco Experience 1996 - 2002
Job AVP, Investment Services at Georgia Central Credit Union
Industry Financial Services
Experience
Georgia Central Credit Union February 2004 - Present
INVESCO Services Inc. 1996 - 2002
INVESCO 1996 - 2002
INVESCO Capital Management, Inc. 1996 - 2001
Education
The University of Georgia 1976 — 1979
Georgia Central Credit Union February 2004 - Present
INVESCO Services Inc. 1996 - 2002
INVESCO 1996 - 2002
INVESCO Capital Management, Inc. 1996 - 2001
Education
The University of Georgia 1976 — 1979
Greare Sutherland, MBA's Invesco Experience 2000 - 2003
Job Director of Operations at Chickasaw Capital Management, LLC
Industry Financial Services
Experience
Chickasaw Capital Management, LLC August 2012 - Present
Regions Financial/Morgan Keegan & Company, Inc. 2006 - January 2011
Bank of America 2003 - 2005
INVESCO 2000 - 2003
J.C. Bradford & Co. 1998 - 2000
Morgan Keegan & Company, Inc. 1993 - 1998
Skills
Mutual Funds, Asset Managment, Hedge Funds, Alternative Investments, Portfolio Management, Investments, Equities, Wealth Management, Risk Management, Security APL
Education
The University of Memphis 1991 — 1992
MBA, Finance
University of Alabama 1986 — 1990
BBA, Finance
Chickasaw Capital Management, LLC August 2012 - Present
Regions Financial/Morgan Keegan & Company, Inc. 2006 - January 2011
Bank of America 2003 - 2005
INVESCO 2000 - 2003
J.C. Bradford & Co. 1998 - 2000
Morgan Keegan & Company, Inc. 1993 - 1998
Skills
Mutual Funds, Asset Managment, Hedge Funds, Alternative Investments, Portfolio Management, Investments, Equities, Wealth Management, Risk Management, Security APL
Education
The University of Memphis 1991 — 1992
MBA, Finance
University of Alabama 1986 — 1990
BBA, Finance
Shannon Fritz's Invesco Experience 1996 - 2006
Job Owner, Learning Express Toys
Industry Retail
Experience
Learning Express Toys 2007 - Present
AIM Investments 1996 - 2007
INVESCO 1996 - 2006
Invesco Aim 1996 - 2006
Skills
Customer Service, Marketing, Strategic Planning, Social Media, Sales, Marketing Strategy, Social Media Marketing, Social Networking, Email Marketing, Team Building, Small Business, Sales Management, New Business Development, Advertising, Public Relations, Public Speaking, Event Planning, Product Development, Real Estate, Retail, Trade Shows, Online Marketing, Business Strategy, Online Advertising, Entrepreneurship, Merchandising
Education
Texas A&M University 1989 — 1993
Bachelor of Science, Journalism
Anderson High School 1985 — 1989
Learning Express Toys 2007 - Present
AIM Investments 1996 - 2007
INVESCO 1996 - 2006
Invesco Aim 1996 - 2006
Skills
Customer Service, Marketing, Strategic Planning, Social Media, Sales, Marketing Strategy, Social Media Marketing, Social Networking, Email Marketing, Team Building, Small Business, Sales Management, New Business Development, Advertising, Public Relations, Public Speaking, Event Planning, Product Development, Real Estate, Retail, Trade Shows, Online Marketing, Business Strategy, Online Advertising, Entrepreneurship, Merchandising
Education
Texas A&M University 1989 — 1993
Bachelor of Science, Journalism
Anderson High School 1985 — 1989
Lori Lefkowitz, CFA's Invesco Experience September 2008 - December 2013
Job Director of Investor Relations at Bay Hills Capital
Industry Investment Management
Experience
Bay Hills Capital March 2015 - Present
INVESCO September 2008 - December 2013
Invesco 1997 - 2008
Southern Company January 1996 - September 1997
Barclays Corporate Banking January 1993 - September 1996
Bank of America 1992 - 1993
Homestead Savings 1991 - 1992
Education
The University of Georgia 1986 — 1990
Bachelor of Business Administration (BBA), Finance
Bay Hills Capital March 2015 - Present
INVESCO September 2008 - December 2013
Invesco 1997 - 2008
Southern Company January 1996 - September 1997
Barclays Corporate Banking January 1993 - September 1996
Bank of America 1992 - 1993
Homestead Savings 1991 - 1992
Education
The University of Georgia 1986 — 1990
Bachelor of Business Administration (BBA), Finance
Mark Nye, PMP's Invesco Experience
Job Senior BA/Project Manager at INVESCO
Industry Computer Software
Experience
INVESCO
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Software Project...
Education
Texas A&M University 1982 — 1986
INVESCO
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Software Project...
Education
Texas A&M University 1982 — 1986
Jamie Hubbard's Invesco Experience 1997 - 2007
Job Chapter Administrator at World Presidents' Organization Rebel Chapter
Industry Civic & Social Organization
Experience
World Presidents' Organization - Rebel Chapter September 2012 - Present
INVESCO North America Institutional Marketing September 1997 - December 2007
INVESCO 1997 - 2007
INVESCO RETIREMENT PLAN SERVICES January 1997 - January 2003
Robinson Humphrey Co January 1994 - January 1997
Smith Barney 1993 - 1997
The Robinson Humphrey Company 1993 - 1997
Skills
Leadership
Education
University of Georgia 1993 — 1997
B.A, Journalism
The University of Georgia 1989 — 1993
The University of Georgia 1989 — 1993
World Presidents' Organization - Rebel Chapter September 2012 - Present
INVESCO North America Institutional Marketing September 1997 - December 2007
INVESCO 1997 - 2007
INVESCO RETIREMENT PLAN SERVICES January 1997 - January 2003
Robinson Humphrey Co January 1994 - January 1997
Smith Barney 1993 - 1997
The Robinson Humphrey Company 1993 - 1997
Skills
Leadership
Education
University of Georgia 1993 — 1997
B.A, Journalism
The University of Georgia 1989 — 1993
The University of Georgia 1989 — 1993
Brent Lium's Invesco Experience 2001 - Present
Job Portfolio Manager at Invesco Aim
Industry Investment Management
Experience
Invesco 2001 - Present
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
MBA, Finance
Texas A&M University 1988 — 1993
Invesco 2001 - Present
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
MBA, Finance
Texas A&M University 1988 — 1993
Peter Trout's Invesco Experience 1997 - 2009
Job Information Technology Professional
Industry Information Technology and Services
Experience
Noble Energy January 2013 - April 2015
. 2009 - 2012
INVESCO 1997 - 2009
Universal Computer Systems 1984 - 1997
Skills
Vendor Management, Asset Managment, Disaster Recovery, Mutual Funds, ITIL, Data Center, IT Management, Customer Service, Process Improvement, IT Operations, Client Relations Skills, Resource Management, Problem Management, Change Management, Leadership, Technical Support, Project Management, Management, Risk Management, CRM, Information Technology, SharePoint, Team Building, Business Analysis, Visio, IT Service Management, Asset Management, Software Documentation, IT Strategy, System Administration, Business Process, Security, Business Continuity, Integration, System Deployment, Active Directory, SDLC
Education
The University of Texas at Austin 1975 — 1980
BJ, Journalism
University of Texas at Austin
Noble Energy January 2013 - April 2015
. 2009 - 2012
INVESCO 1997 - 2009
Universal Computer Systems 1984 - 1997
Skills
Vendor Management, Asset Managment, Disaster Recovery, Mutual Funds, ITIL, Data Center, IT Management, Customer Service, Process Improvement, IT Operations, Client Relations Skills, Resource Management, Problem Management, Change Management, Leadership, Technical Support, Project Management, Management, Risk Management, CRM, Information Technology, SharePoint, Team Building, Business Analysis, Visio, IT Service Management, Asset Management, Software Documentation, IT Strategy, System Administration, Business Process, Security, Business Continuity, Integration, System Deployment, Active Directory, SDLC
Education
The University of Texas at Austin 1975 — 1980
BJ, Journalism
University of Texas at Austin
Ron Schleinschok's Invesco Experience August 1998 - Present
Job Manager FP&A Invesco
Industry Accounting
Experience
Invesco August 1998 - Present
Education
Texas State University-San Marcos
Finance
Invesco August 1998 - Present
Education
Texas State University-San Marcos
Finance
James Lummanick's Invesco Experience 1996 - 2003
Job SVP and Chief Compliance Officer at Old Mutual Capital
Industry Financial Services
Experience
Old Mutual Capital July 2005 - Present
Old Mutual 2005 - Present
Old Mutual Capital 2005 - 2009
INVESCO Funds Group August 1996 - March 2003
INVESCO 1996 - 2003
Education
The Ohio State University 1965 — 1969
BA, MA, Journalism
Old Mutual Capital July 2005 - Present
Old Mutual 2005 - Present
Old Mutual Capital 2005 - 2009
INVESCO Funds Group August 1996 - March 2003
INVESCO 1996 - 2003
Education
The Ohio State University 1965 — 1969
BA, MA, Journalism
Clayton Cody's Invesco Experience October 2007 - December 2008
Job Business Analyst at Chevron
Industry Information Technology and Services
Experience
Chevron April 2012 - Present
J.P. Morgan June 2009 - April 2012
Invesco October 2007 - December 2008
AIG American General October 2006 - October 2007
Various Companies 1999 - 2006
Skills
Derivatives, Project Management, Equities, SQL, Financial Modeling, Commodity Markets, Commodity Risk..., Trading, SDLC, Commodity, Business Analysis, Risk Management, Trading Systems, Requirements Gathering, Analysis, Requirements Analysis
Education
Texas A&M University 1994 — 2002
Bachelor of Science, Economics
Chevron April 2012 - Present
J.P. Morgan June 2009 - April 2012
Invesco October 2007 - December 2008
AIG American General October 2006 - October 2007
Various Companies 1999 - 2006
Skills
Derivatives, Project Management, Equities, SQL, Financial Modeling, Commodity Markets, Commodity Risk..., Trading, SDLC, Commodity, Business Analysis, Risk Management, Trading Systems, Requirements Gathering, Analysis, Requirements Analysis
Education
Texas A&M University 1994 — 2002
Bachelor of Science, Economics
Danny Durr's Invesco Experience September 2003 - August 2007
Job Senior Systems Specialist at Enterprise Products
Industry Oil & Energy
Experience
Enterprise Products January 2011 - Present
Geokinetics, Inc May 2010 - January 2011
Hercules Offshore September 2007 - April 2010
INVESCO September 2003 - August 2007
ThinkSpark September 1998 - August 2003
Education
The University of Texas at Austin 1992 — 1995
MSME, Engineering
Enterprise Products January 2011 - Present
Geokinetics, Inc May 2010 - January 2011
Hercules Offshore September 2007 - April 2010
INVESCO September 2003 - August 2007
ThinkSpark September 1998 - August 2003
Education
The University of Texas at Austin 1992 — 1995
MSME, Engineering
Mary Beth Racca's Invesco Experience July 2010 - May 2012
Job Tax Manager
Industry Financial Services
Experience
Universal Weather and Aviation Tax ManagerUniversal Weather & Aviation, Inc.August 2012 - Present
Invesco July 2010 - May 2012
G.E. Oil & Gas, Inc. July 2009 - July 2010
Service Corporation International 1991 - 1999
Skills
Corporate Tax, Tax Research, Tax Compliance, FIN 48, FAS 109, Tax Stream provision..., Tax Accounting
Education
Texas A&M University 1976 — 1977
MBA, Accounting
University of Houston 1973 — 1976
BBA, Accounting
Universal Weather and Aviation Tax ManagerUniversal Weather & Aviation, Inc.August 2012 - Present
Invesco July 2010 - May 2012
G.E. Oil & Gas, Inc. July 2009 - July 2010
Service Corporation International 1991 - 1999
Skills
Corporate Tax, Tax Research, Tax Compliance, FIN 48, FAS 109, Tax Stream provision..., Tax Accounting
Education
Texas A&M University 1976 — 1977
MBA, Accounting
University of Houston 1973 — 1976
BBA, Accounting
Jeffrey Galloway, CFA's Invesco Experience December 2004 - December 2008
Job Vice President at Barclays Wealth and Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management January 2013 - Present
Goldman Sachs January 2010 - January 2013
Invesco December 2004 - December 2008
Invesco Aim November 1997 - November 2003
Invesco Aim November 1995 - November 1997
Education
Tulane University - A.B. Freeman School of Business 2005 — 2007
MBA
CFA Institute 2001 — 2004
CFA Charterholder
The University of Texas at Austin 1988 — 1992
BBA
Barclays Wealth and Investment Management January 2013 - Present
Goldman Sachs January 2010 - January 2013
Invesco December 2004 - December 2008
Invesco Aim November 1997 - November 2003
Invesco Aim November 1995 - November 1997
Education
Tulane University - A.B. Freeman School of Business 2005 — 2007
MBA
CFA Institute 2001 — 2004
CFA Charterholder
The University of Texas at Austin 1988 — 1992
BBA
george zao's Invesco Experience 1995 - 2009
Job Computer Software Professional
Industry Computer Software
Experience
Invesco Aim November 1995 - July 2009
Invesco 1995 - 2009
Skills
Microsoft SQL Server, C#, Software Development, Oracle, ASP.NET, Java Enterprise Edition, Management, Unix, SQL, XML, Linux, Databases, JavaScript, Visual Studio, .NET
Education
Texas Tech University 1990 — 1992
Master, Atmospheric Sciences
Invesco Aim November 1995 - July 2009
Invesco 1995 - 2009
Skills
Microsoft SQL Server, C#, Software Development, Oracle, ASP.NET, Java Enterprise Edition, Management, Unix, SQL, XML, Linux, Databases, JavaScript, Visual Studio, .NET
Education
Texas Tech University 1990 — 1992
Master, Atmospheric Sciences
Brent Lankford's Invesco Experience March 2000 - November 2003
Job Quality Assurance Manager @ NFP Advisor Services
Industry Financial Services
Experience
National Financial Partners September 2011 - Present
Charles Schwab September 2010 - May 2011
Spherion November 2008 - October 2009
Spherion July 2006 - November 2008
Aerotek March 2005 - July 2006
Spherion August 2004 - March 2005
Invesco March 2000 - November 2003
Dun & Bradstreet (D&B) 1997 - 1999
Skills
Quality Assurance, Coaching, Training, Employee Training, Process Improvement, CRM, Call Centers, Management, Analysis, Leadership, Customer Experience, Series 7, Series 63, Customer Service, Sales, Risk Management, Vendor Management, Operations Management, Performance Management, Six Sigma
Education
Texas State University
BBA, Management
National Financial Partners September 2011 - Present
Charles Schwab September 2010 - May 2011
Spherion November 2008 - October 2009
Spherion July 2006 - November 2008
Aerotek March 2005 - July 2006
Spherion August 2004 - March 2005
Invesco March 2000 - November 2003
Dun & Bradstreet (D&B) 1997 - 1999
Skills
Quality Assurance, Coaching, Training, Employee Training, Process Improvement, CRM, Call Centers, Management, Analysis, Leadership, Customer Experience, Series 7, Series 63, Customer Service, Sales, Risk Management, Vendor Management, Operations Management, Performance Management, Six Sigma
Education
Texas State University
BBA, Management
Perri Williams's Invesco Experience June 2010 - Present
Job Retirement Services Officer at Invesco
Industry Financial Services
Experience
Invesco June 2010 - Present
Van Kampen Investments September 1994 - June 2010
Van Kampen Trust Company January 1996 - August 1999
Skills
Retirement Planning, Retirement, Mutual Funds, Employee Benefits, Series 63, Series 7, Pensions
Education
Texas A&M University 1984 — 1988
BBA, Accounting, with a minor in Marketing
Invesco June 2010 - Present
Van Kampen Investments September 1994 - June 2010
Van Kampen Trust Company January 1996 - August 1999
Skills
Retirement Planning, Retirement, Mutual Funds, Employee Benefits, Series 63, Series 7, Pensions
Education
Texas A&M University 1984 — 1988
BBA, Accounting, with a minor in Marketing
David Falb's Invesco Experience March 2000 - July 2007
Job SAP Technology Manager at Nexeo Solutions, LLC
Industry Chemicals
Experience
Nexeo Solutions, LLC November 2014 - Present
Nexeo Solutions, LLC January 2012 - November 2014
LyondellBasell July 2007 - January 2012
Invesco March 2000 - July 2007
Lyondell June 1997 - March 2000
Hoechst Celanese June 1995 - May 1997
Datapoint U.S.A., Inc. August 1993 - May 1995
Skills
Team Leadership, Staff Mentoring, Collaborative Leadership, Technical Architecture, Technical Design, Management, Data Center, Servers, SAP, Strategy, Process Improvement, Disaster Recovery, Active Directory, Integration, SCOM, IT Service Management, IT Management, Analysis, ITIL, IT Strategy, Vendor Management, SharePoint, Business Process, Enterprise Software, Leadership, Information Technology, Business Continuity, Business Analysis, Project Management, Business Process...
Education
Texas A&M University 1990 — 1995
B .S., Computer Science, Marketing/Sales
Nexeo Solutions, LLC November 2014 - Present
Nexeo Solutions, LLC January 2012 - November 2014
LyondellBasell July 2007 - January 2012
Invesco March 2000 - July 2007
Lyondell June 1997 - March 2000
Hoechst Celanese June 1995 - May 1997
Datapoint U.S.A., Inc. August 1993 - May 1995
Skills
Team Leadership, Staff Mentoring, Collaborative Leadership, Technical Architecture, Technical Design, Management, Data Center, Servers, SAP, Strategy, Process Improvement, Disaster Recovery, Active Directory, Integration, SCOM, IT Service Management, IT Management, Analysis, ITIL, IT Strategy, Vendor Management, SharePoint, Business Process, Enterprise Software, Leadership, Information Technology, Business Continuity, Business Analysis, Project Management, Business Process...
Education
Texas A&M University 1990 — 1995
B .S., Computer Science, Marketing/Sales
Robert B. Chenoweth, CIMA, CMFC's Invesco Experience September 2012 - April 2014
Job Product Manager: NonInvestment Grade Fixed Income & Small/Mid Growth Equity
Industry Investment Management
Experience
Neuberger Berman October 2015 - Present
Neuberger Berman April 2014 - Present
Invesco September 2012 - April 2014
ING Insurance / Investment Management July 2010 - December 2011
Morgan Stanley Smith Barney January 2009 - July 2009
Morgan Stanley October 2006 - December 2008
Morgan Stanley March 2005 - September 2006
Skills
Mutual Funds, Series 63, Series 7, FINRA Series 6, Separately Managed..., Series 6, Asset Allocation, Alternative Investments, Investments, Securities, Equities, Bonds, Asset Management, Retirement, Fixed Income, Investment Advisory, IRA's, Financial Planning, Wealth Management, Stocks, Wholesaling, Closed-end Funds, Unit Investment Trusts, Certified Investment..., Chartered Mutual Fund..., Investment Strategies, Financial Services
Education
Texas Christian University
Neuberger Berman October 2015 - Present
Neuberger Berman April 2014 - Present
Invesco September 2012 - April 2014
ING Insurance / Investment Management July 2010 - December 2011
Morgan Stanley Smith Barney January 2009 - July 2009
Morgan Stanley October 2006 - December 2008
Morgan Stanley March 2005 - September 2006
Skills
Mutual Funds, Series 63, Series 7, FINRA Series 6, Separately Managed..., Series 6, Asset Allocation, Alternative Investments, Investments, Securities, Equities, Bonds, Asset Management, Retirement, Fixed Income, Investment Advisory, IRA's, Financial Planning, Wealth Management, Stocks, Wholesaling, Closed-end Funds, Unit Investment Trusts, Certified Investment..., Chartered Mutual Fund..., Investment Strategies, Financial Services
Education
Texas Christian University
Jesse Frazier's Invesco Experience March 2013 - Present
Job Chief Compliance Officer, Invesco Investment Advisers, LLC at Invesco
Industry Investment Management
Experience
Invesco March 2013 - Present
Invesco Ltd. 2009 - 2013
Invesco US 2007 - 2009
Invesco US 2006 - 2007
Invesco US 2003 - 2006
Invesco US 2000 - 2003
Invesco US 1998 - 2000
Van Kampen Funds 1997 - 1998
Van Kampen Funds 1996 - 1997
Oppenheimer & Co. Inc. 1996 - 1996
Skills
Securities Regulation, Mutual Funds, Asset Managment, Series 24, Management, UCITS, AML, FINRA, Alternative Investments, Series 7, Securities, Charles River IMS, Hedge Funds, Series 63, Investment Management, ETFs, Asset Management
Education
University of Houston-Victoria 2005 — 2007
MBA, School of Business
Stephen F. Austin State University 1991 — 1996
Bachelor of Arts
Invesco March 2013 - Present
Invesco Ltd. 2009 - 2013
Invesco US 2007 - 2009
Invesco US 2006 - 2007
Invesco US 2003 - 2006
Invesco US 2000 - 2003
Invesco US 1998 - 2000
Van Kampen Funds 1997 - 1998
Van Kampen Funds 1996 - 1997
Oppenheimer & Co. Inc. 1996 - 1996
Skills
Securities Regulation, Mutual Funds, Asset Managment, Series 24, Management, UCITS, AML, FINRA, Alternative Investments, Series 7, Securities, Charles River IMS, Hedge Funds, Series 63, Investment Management, ETFs, Asset Management
Education
University of Houston-Victoria 2005 — 2007
MBA, School of Business
Stephen F. Austin State University 1991 — 1996
Bachelor of Arts
Carlos Plata's Invesco Experience February 2013 - Present
Job Computer Systems Analyst
Industry Computer Software
Experience
Invesco February 2013 - Present
Xpediant Solutions :: Understanding the Business of Technology February 2013 - Present
American National Insurance September 2010 - February 2013
Cybersoft Technologies Inc July 2008 - September 2010
Softtek October 2004 - April 2008
Skills
Java, Software Development, Software Engineering, Eclipse, Java Enterprise Edition, Web Services, XML, SQL, Hibernate, OOP, Spring, jQuery, Portal Technologies, Vignette CMS, Vignette Portal, UCM, IBM Rational Tools, WebSphere Application..., Web Development, Weblogic, Oracle, JavaScript, HTML, CSS, AJAX, JSR 168, Struts, Apache Tiles, Ant, Artifactory, Gradle, Unix, Requirements Analysis, Linux, Testing, Web Applications, Agile Methodologies, SOA, PL/SQL, Tomcat, SOAP, JBoss Application Server, J2EE Application..., JSP, DB2, Microsoft SQL Server, IIS, JDBC, Shell Scripting, SDLC
Education
Tecnológico de Monterrey 2013 — 2015
Master's degree, Information Technology
Invesco February 2013 - Present
Xpediant Solutions :: Understanding the Business of Technology February 2013 - Present
American National Insurance September 2010 - February 2013
Cybersoft Technologies Inc July 2008 - September 2010
Softtek October 2004 - April 2008
Skills
Java, Software Development, Software Engineering, Eclipse, Java Enterprise Edition, Web Services, XML, SQL, Hibernate, OOP, Spring, jQuery, Portal Technologies, Vignette CMS, Vignette Portal, UCM, IBM Rational Tools, WebSphere Application..., Web Development, Weblogic, Oracle, JavaScript, HTML, CSS, AJAX, JSR 168, Struts, Apache Tiles, Ant, Artifactory, Gradle, Unix, Requirements Analysis, Linux, Testing, Web Applications, Agile Methodologies, SOA, PL/SQL, Tomcat, SOAP, JBoss Application Server, J2EE Application..., JSP, DB2, Microsoft SQL Server, IIS, JDBC, Shell Scripting, SDLC
Education
Tecnológico de Monterrey 2013 — 2015
Master's degree, Information Technology
Aristephanie Williams's Invesco Experience March 2002 - October 2010
Job Client Service Rep at ADP
Industry Consumer Services
Tiffany Duane's Invesco Experience October 2012 - July 2014
Job CEO at Duane Household
Industry Real Estate
Experience
Duane Household July 2014 - Present
Invesco October 2012 - July 2014
Duane Household January 2012 - October 2012
Invesco Real Estate June 2007 - December 2011
Invesco Ltd. May 2010 - July 2011
Invesco Real Estate February 2005 - June 2007
KPMG September 2002 - January 2005
Skills
Financial Reporting, Financial Analysis, Accounting, Commercial Real Estate, Performance Measurement, Auditing, Financial Audits, Microsoft Office, Real Estate, Internal Controls, Budgets
Education
Texas A&M University 2001 — 2002
Masters of Science, Accounting
Texas A&M University 1997 — 2001
Bachelor of Business Administration (B.B.A.)
Duane Household July 2014 - Present
Invesco October 2012 - July 2014
Duane Household January 2012 - October 2012
Invesco Real Estate June 2007 - December 2011
Invesco Ltd. May 2010 - July 2011
Invesco Real Estate February 2005 - June 2007
KPMG September 2002 - January 2005
Skills
Financial Reporting, Financial Analysis, Accounting, Commercial Real Estate, Performance Measurement, Auditing, Financial Audits, Microsoft Office, Real Estate, Internal Controls, Budgets
Education
Texas A&M University 2001 — 2002
Masters of Science, Accounting
Texas A&M University 1997 — 2001
Bachelor of Business Administration (B.B.A.)
William Hoferer's Invesco Experience September 2013 - Present
Job Chairman's Council Representative at Invesco
Industry Financial Services
Experience
Invesco September 2013 - Present
Invesco June 2012 - September 2013
Texas A&M University January 2010 - May 2012
Omni Hotels June 2011 - August 2011
Omni Hotels March 2009 - August 2009
Skills
Microsoft Office, Gretl
Education
Texas A&M University 2009 — 2012
Bachelor of Science (B.S.), Economics, Former Student
University of Colorado at Denver 2008 — 2009
Business Administration and Management, General
Invesco September 2013 - Present
Invesco June 2012 - September 2013
Texas A&M University January 2010 - May 2012
Omni Hotels June 2011 - August 2011
Omni Hotels March 2009 - August 2009
Skills
Microsoft Office, Gretl
Education
Texas A&M University 2009 — 2012
Bachelor of Science (B.S.), Economics, Former Student
University of Colorado at Denver 2008 — 2009
Business Administration and Management, General
jackson guzman's Invesco Experience May 2010 - November 2010
Job Network Engineer at Gannett Fleming
Industry Environmental Services
Experience
Gannett November 2010 - Present
Gannett Fleming November 2010 - Present
Invesco May 2010 - November 2010
Skills
VPN, Servers, Active Directory, Cisco Technologies, A+ Certified, CompTIA Network+..., Microsoft Certified..., MCDST, MCSA, MCSE 2003, CCNA, CCNP, Apple Certified..., Troubleshooting, Windows Server, Data Center, Network Administration, Security, Software Installation, Information Technology, Switches, Routers, Networking, Data Encryption, Wireless, Cisco Nexus, WSUS, Cisco 5500 Wireless...
Education
Taylor Business Institute 2003 — 2005
Associate of Arts (A.A.), Network Technology
Gannett November 2010 - Present
Gannett Fleming November 2010 - Present
Invesco May 2010 - November 2010
Skills
VPN, Servers, Active Directory, Cisco Technologies, A+ Certified, CompTIA Network+..., Microsoft Certified..., MCDST, MCSA, MCSE 2003, CCNA, CCNP, Apple Certified..., Troubleshooting, Windows Server, Data Center, Network Administration, Security, Software Installation, Information Technology, Switches, Routers, Networking, Data Encryption, Wireless, Cisco Nexus, WSUS, Cisco 5500 Wireless...
Education
Taylor Business Institute 2003 — 2005
Associate of Arts (A.A.), Network Technology
Richard Sooley's Invesco Experience August 2005 - December 2013
Job I.T. Systems Engineer at Baker Botts
Industry Law Practice
Experience
Digisonics, Inc. February 2014 - January 2015
Invesco August 2005 - December 2013
Invesco Real Estate January 2004 - August 2005
AIM Investments January 1999 - December 2003
AIM Funds December 1997 - December 1998
MCITelecomAlumni.org = MCI Telecommunications MCI Communications MCIWorldCom MCI.com c.1963 April 1995 - December 1997
Skills
Citrix, Disaster Recovery, Citrix Metaframe, VMware ESX, Windows Server, SCCM, Servers, Server 2000-2008, AppSense, Project Management, Active Directory, VMware, Virtualization, SharePoint, SCOM, SMS, Netscaler, Wise Packaging, MS Project, SQL Server Management..., IIS, Powershell, VDI
Education
The University of New Mexico 1988 — 1994
Bachelor of Arts (B.A.), Criminology
Digisonics, Inc. February 2014 - January 2015
Invesco August 2005 - December 2013
Invesco Real Estate January 2004 - August 2005
AIM Investments January 1999 - December 2003
AIM Funds December 1997 - December 1998
MCITelecomAlumni.org = MCI Telecommunications MCI Communications MCIWorldCom MCI.com c.1963 April 1995 - December 1997
Skills
Citrix, Disaster Recovery, Citrix Metaframe, VMware ESX, Windows Server, SCCM, Servers, Server 2000-2008, AppSense, Project Management, Active Directory, VMware, Virtualization, SharePoint, SCOM, SMS, Netscaler, Wise Packaging, MS Project, SQL Server Management..., IIS, Powershell, VDI
Education
The University of New Mexico 1988 — 1994
Bachelor of Arts (B.A.), Criminology
Cain Kirk's Invesco Experience April 1997 - Present
Job Sr. Director at Invesco
Industry Investment Management
Experience
Invesco April 1997 - Present
Lincoln Property Company January 1987 - April 1997
Skills
Investments, Asset Management, Portfolio Management, Real Estate, Real Estate Development, Due Diligence, Real Estate Transactions, Leases, Commercial Real Estate
Education
The University of Texas at Austin 1977 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Invesco April 1997 - Present
Lincoln Property Company January 1987 - April 1997
Skills
Investments, Asset Management, Portfolio Management, Real Estate, Real Estate Development, Due Diligence, Real Estate Transactions, Leases, Commercial Real Estate
Education
The University of Texas at Austin 1977 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Douglas Kidd's Invesco Experience January 2000 - Present
Job Managing Director at Invesco
Industry Investment Management
Experience
Invesco January 2000 - Present
Bankers Trust Company 1983 - 1999
U.S. Senator Sam Nunn 1979 - 1983
Education
The University of Georgia
ABJ and JD
Invesco January 2000 - Present
Bankers Trust Company 1983 - 1999
U.S. Senator Sam Nunn 1979 - 1983
Education
The University of Georgia
ABJ and JD
Felise L. Anderson's Invesco Experience September 1999 - August 2007
Job Participant Services Representative
Industry Financial Services
Experience
Wharton County Junior College October 2013 - September 2014
Washington State University TriCities 2011 - 2013
Washington State University August 2007 - May 2011
Invesco September 1999 - August 2007
ProStar Industries June 1997 - June 1999
Texas A&M University - Dept. of Psychology June 1996 - August 1997
Cinemark Theatres January 1994 - May 1996
Skills
Microsoft Word, Microsoft Excel, Power Point, Outlook, Banner, Research, Higher Education, University Teaching, Curriculum Development, Teaching Writing, Vocational Education, Mac OS X, 80 WPM, Adult Education, Customer Service, Payroll, Purchase Orders, Banner Registration
Education
Washington State University 2007 — 2011
Doctor of Philosophy (Ph.D.), English Literature (British and Commonwealth)
University of St. Thomas (TX) 2002 — 2006
Master of Liberal Arts, English Language and Literature/Letters
Texas A&M University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Management and Marketing
Brazos High Schol 1989 — 1993
H.S. Diploma
Wharton County Junior College October 2013 - September 2014
Washington State University TriCities 2011 - 2013
Washington State University August 2007 - May 2011
Invesco September 1999 - August 2007
ProStar Industries June 1997 - June 1999
Texas A&M University - Dept. of Psychology June 1996 - August 1997
Cinemark Theatres January 1994 - May 1996
Skills
Microsoft Word, Microsoft Excel, Power Point, Outlook, Banner, Research, Higher Education, University Teaching, Curriculum Development, Teaching Writing, Vocational Education, Mac OS X, 80 WPM, Adult Education, Customer Service, Payroll, Purchase Orders, Banner Registration
Education
Washington State University 2007 — 2011
Doctor of Philosophy (Ph.D.), English Literature (British and Commonwealth)
University of St. Thomas (TX) 2002 — 2006
Master of Liberal Arts, English Language and Literature/Letters
Texas A&M University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Management and Marketing
Brazos High Schol 1989 — 1993
H.S. Diploma
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group