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
Keely Peebles Keely Peebles's Invesco Experience June 2012 - August 2012
Job Account Manager, Finance and Accounting at The Intersect Group
Industry Staffing and Recruiting
Experience
The Intersect Group August 2015 - Present
Burnett Specialists March 2015 - August 2015
Burnett Specialists November 2013 - March 2015
Invesco June 2012 - August 2012
The University of Arkansas February 2011 - August 2011
Skills
Talent Acquisition, Microsoft Office, Microsoft Excel, Social Networking, Applicant Tracking..., Microsoft Word, Customer Service, Public Relations, College Recruiting, Recruiting, Social Media Marketing, Human Resources, Marketing, Time Management, Temporary Placement, Contract Recruitment
Education
University of Arkansas at Fayetteville 2009 — 2013
Bachelor of Arts (B.A.), Communications
The Woodlands High School 2005 — 2009
The Intersect Group August 2015 - Present
Burnett Specialists March 2015 - August 2015
Burnett Specialists November 2013 - March 2015
Invesco June 2012 - August 2012
The University of Arkansas February 2011 - August 2011
Skills
Talent Acquisition, Microsoft Office, Microsoft Excel, Social Networking, Applicant Tracking..., Microsoft Word, Customer Service, Public Relations, College Recruiting, Recruiting, Social Media Marketing, Human Resources, Marketing, Time Management, Temporary Placement, Contract Recruitment
Education
University of Arkansas at Fayetteville 2009 — 2013
Bachelor of Arts (B.A.), Communications
The Woodlands High School 2005 — 2009
Lee Jefferson, MBA Lee Jefferson, MBA's Invesco Experience June 2000 - November 2006
Job Financial Reporting Analyst
Industry Oil & Energy
Experience
Enbridge Energy September 2014 - Present
CenterPoint Energy November 2006 - September 2014
Invesco June 2000 - November 2006
ExxonMobil June 1988 - August 2000
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Finance, Account Reconciliation, General Ledger, Financial Accounting, SAP BW, Natural Gas, Accruals, Pivot Tables, Accounting, Sarbanes-Oxley Act, SAP, Analysis, US GAAP, Microsoft Excel
Education
University of St. Thomas (TX)
Master of Business Administration (MBA), Accounting
University of Houston
Bachelor of Business Administration (BBA), Accounting
Enbridge Energy September 2014 - Present
CenterPoint Energy November 2006 - September 2014
Invesco June 2000 - November 2006
ExxonMobil June 1988 - August 2000
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Finance, Account Reconciliation, General Ledger, Financial Accounting, SAP BW, Natural Gas, Accruals, Pivot Tables, Accounting, Sarbanes-Oxley Act, SAP, Analysis, US GAAP, Microsoft Excel
Education
University of St. Thomas (TX)
Master of Business Administration (MBA), Accounting
University of Houston
Bachelor of Business Administration (BBA), Accounting
Brian Boatwright PMP, CSM Brian Boatwright PMP, CSM's Invesco Experience July 2010 - Present
Job Manager PMO at Invesco US
Industry Investment Management
Experience
Invesco US March 2015 - Present
Invesco US April 2013 - Present
Invesco July 2010 - Present
Invesco January 2005 - April 2010
Invesco January 2004 - January 2005
Invesco January 2002 - January 2004
Invesco July 2000 - January 2002
Skills
Lean Management, Lean Transformation, A3 Thinking, Value Stream Mapping, Program Management, Continuous Improvement, Project Management, Agile Project Management, Project Portfolio..., Business Analysis, PMP, Certified Project..., Scrum, Risk Management, Leadership, Financial Systems, Network Security, Legal Compliance, Trade Compliance, Document Management, Charles River IMS, Process Improvement, Quality Improvement, Kaizen
Education
University of Houston 1998 — 2000
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
University of Houston-Clear Lake 1996 — 1998
Bachelor of Science (B.S.), Legal Studies, General
Invesco US March 2015 - Present
Invesco US April 2013 - Present
Invesco July 2010 - Present
Invesco January 2005 - April 2010
Invesco January 2004 - January 2005
Invesco January 2002 - January 2004
Invesco July 2000 - January 2002
Skills
Lean Management, Lean Transformation, A3 Thinking, Value Stream Mapping, Program Management, Continuous Improvement, Project Management, Agile Project Management, Project Portfolio..., Business Analysis, PMP, Certified Project..., Scrum, Risk Management, Leadership, Financial Systems, Network Security, Legal Compliance, Trade Compliance, Document Management, Charles River IMS, Process Improvement, Quality Improvement, Kaizen
Education
University of Houston 1998 — 2000
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
University of Houston-Clear Lake 1996 — 1998
Bachelor of Science (B.S.), Legal Studies, General
Jessica F. Jessica F.'s Invesco Experience September 2010 - November 2011
Job Pursuing CPA
Industry Oil & Energy
Experience
Deepwater Corrosion Services, Inc. July 2014 - Present
Parker Hannifin February 2014 - July 2014
Truven Health Analytics October 2012 - December 2013
ABB June 2012 - September 2012
Thomson Reuters November 2011 - June 2012
Invesco September 2010 - November 2011
The University of Texas at San Antonio January 2009 - May 2010
The University of Texas at San Antonio May 2009 - October 2009
Skills
Project Accounting, Account Reconciliation, Financial Reporting, Variance Analysis, Accounting, Microsoft Excel, Microsoft Office, Budgets, Budget Analysis, Financial Accounting, Bilingual, Self Starter, Financial Statements, GAAP, Accruals, Financial Analysis, Tax, SEC filings, General Ledger, Event Planning, Customer Service, Self-driven, Work Ethic, Analysis, SAP, Organization, Arabic, Data Analysis, Vlookup, FASB, IFRS, Mutual Funds, Expenses, Expense Allocation, Microsoft Word, Oracle, Journal Entries, Finance, Creative Solutions..., Flexibility, Adaptability, Budget Reconciliation, Expense Budget..., Accounts Receivable, Supervisory Experience, Inventory, S&OP implementation, Hlookups, Pivot Tables
Education
University of Phoenix 2012 — 2013
Master of Science (MS), Accounting, 3.5
The University of Texas at San Antonio 2005 — 2010
BBA, Accounting
Deepwater Corrosion Services, Inc. July 2014 - Present
Parker Hannifin February 2014 - July 2014
Truven Health Analytics October 2012 - December 2013
ABB June 2012 - September 2012
Thomson Reuters November 2011 - June 2012
Invesco September 2010 - November 2011
The University of Texas at San Antonio January 2009 - May 2010
The University of Texas at San Antonio May 2009 - October 2009
Skills
Project Accounting, Account Reconciliation, Financial Reporting, Variance Analysis, Accounting, Microsoft Excel, Microsoft Office, Budgets, Budget Analysis, Financial Accounting, Bilingual, Self Starter, Financial Statements, GAAP, Accruals, Financial Analysis, Tax, SEC filings, General Ledger, Event Planning, Customer Service, Self-driven, Work Ethic, Analysis, SAP, Organization, Arabic, Data Analysis, Vlookup, FASB, IFRS, Mutual Funds, Expenses, Expense Allocation, Microsoft Word, Oracle, Journal Entries, Finance, Creative Solutions..., Flexibility, Adaptability, Budget Reconciliation, Expense Budget..., Accounts Receivable, Supervisory Experience, Inventory, S&OP implementation, Hlookups, Pivot Tables
Education
University of Phoenix 2012 — 2013
Master of Science (MS), Accounting, 3.5
The University of Texas at San Antonio 2005 — 2010
BBA, Accounting
DJ Ponder's Invesco Experience September 2013 - January 2015
Job Internal Sales Consultant
Industry Financial Services
Experience
Invesco US January 2015 - Present
Invesco September 2013 - January 2015
Tulane Football Team 2008 - 2012
Skills
Critical Thinking, Problem Solving, Communication Skills, Leadership, Analysis, Data Analysis
Education
Tulane University 2008 — 2012
Bachelor of Arts (BA), Political Science
Invesco US January 2015 - Present
Invesco September 2013 - January 2015
Tulane Football Team 2008 - 2012
Skills
Critical Thinking, Problem Solving, Communication Skills, Leadership, Analysis, Data Analysis
Education
Tulane University 2008 — 2012
Bachelor of Arts (BA), Political Science
Scott Breaux, CFA Scott Breaux, CFA's Invesco Experience January 1994 - September 2004
Job Senior Vice President, Investment Manager at ANB Bank
Industry Investment Management
Experience
ANB Bank June 2014 - Present
Advised Assets Group, LLC a subsidiary of Great West Life & Annuity Insurance Co. January 2012 - June 2014
First Western Trust Bank June 2008 - February 2011
Baby Breaux, LLC January 2002 - December 2010
JPMorgan January 2005 - April 2008
INVESCO January 1994 - September 2004
Skills
Portfolio Management, Risk Management, Quantitative Analytics, Investments, Asset Managment, Equities, Equity Research, Asset Allocation, Financial Modeling, Hedge Funds, Wealth Management, Investment Strategies, Mutual Funds, Alternative Investments, Valuation, Asset Management, Investment Management, Finance, Due Diligence, Capital Markets, Investment Advisory, Equity Valuation, Private Equity, ETFs, Bonds, Retirement Planning, Derivatives, Relationship Management, 401k, High Net Worth..., Fund Of Funds, Structured Products, Bloomberg, Financial Analysis
Education
University of Colorado Denver 1994 — 1996
Master of Science, Finance
University of Louisiana at Lafayette 1988 — 1992
Bachelor of Science, Finance
ANB Bank June 2014 - Present
Advised Assets Group, LLC a subsidiary of Great West Life & Annuity Insurance Co. January 2012 - June 2014
First Western Trust Bank June 2008 - February 2011
Baby Breaux, LLC January 2002 - December 2010
JPMorgan January 2005 - April 2008
INVESCO January 1994 - September 2004
Skills
Portfolio Management, Risk Management, Quantitative Analytics, Investments, Asset Managment, Equities, Equity Research, Asset Allocation, Financial Modeling, Hedge Funds, Wealth Management, Investment Strategies, Mutual Funds, Alternative Investments, Valuation, Asset Management, Investment Management, Finance, Due Diligence, Capital Markets, Investment Advisory, Equity Valuation, Private Equity, ETFs, Bonds, Retirement Planning, Derivatives, Relationship Management, 401k, High Net Worth..., Fund Of Funds, Structured Products, Bloomberg, Financial Analysis
Education
University of Colorado Denver 1994 — 1996
Master of Science, Finance
University of Louisiana at Lafayette 1988 — 1992
Bachelor of Science, Finance
Bonnie Kubiak Ponce Bonnie Kubiak Ponce's Invesco Experience January 2006 - October 2008
Job Senior HR Consultant, Division Americas Oil & Gas at DNV GL
Industry Human Resources
Experience
DNV GL May 2015 - Present
Det Norske Veritas January 2012 - Present
Det Norske Veritas October 2008 - December 2011
INVESCO January 2006 - October 2008
AIM Investments June 2004 - December 2005
AIM Investments September 2003 - June 2004
AIM Investments June 2000 - September 2003
Feerer & Associates September 1993 - June 2000
Skills
Employee Relations, Human Resources, Employee Benefits, Employee Wellness, ADP Payroll, Onboarding, New Hire Orientations, HR Policies, Expatriate Management, International..., Compensation & Benefit, Performance Management, HRIS, Deferred Compensation, PeopleSoft, Employee Engagement, Applicant Tracking..., Recruiting, Benefits Administration, HR Consulting, LinkedIn Recruiter, Succession Planning, Business Partner Support, College Recruiting, Talent Management, Workforce Planning, Employer Branding, Talent Acquisition, Labor Relations
Education
University of Houston
BBA
St. Pius X High School 1989 — 1993
DNV GL May 2015 - Present
Det Norske Veritas January 2012 - Present
Det Norske Veritas October 2008 - December 2011
INVESCO January 2006 - October 2008
AIM Investments June 2004 - December 2005
AIM Investments September 2003 - June 2004
AIM Investments June 2000 - September 2003
Feerer & Associates September 1993 - June 2000
Skills
Employee Relations, Human Resources, Employee Benefits, Employee Wellness, ADP Payroll, Onboarding, New Hire Orientations, HR Policies, Expatriate Management, International..., Compensation & Benefit, Performance Management, HRIS, Deferred Compensation, PeopleSoft, Employee Engagement, Applicant Tracking..., Recruiting, Benefits Administration, HR Consulting, LinkedIn Recruiter, Succession Planning, Business Partner Support, College Recruiting, Talent Management, Workforce Planning, Employer Branding, Talent Acquisition, Labor Relations
Education
University of Houston
BBA
St. Pius X High School 1989 — 1993
Christine Samaniego Christine Samaniego's Invesco Experience September 2013 - Present
Job Data Management Analyst Rep II at Invesco
Industry Investment Management
Experience
Invesco September 2013 - Present
Invesco June 2010 - September 2013
Van Kampen Investments October 2004 - May 2010
Skills
Mutual Funds, Account Reconciliation, Equities, Securities, Investments, Asset Management, Financial Analysis, Fund Accounting, Financial Services, Valuation, Risk Management, Finance, Financial Reporting, Corporate Finance, Due Diligence
Education
University of Houston 1999 — 2004
Invesco September 2013 - Present
Invesco June 2010 - September 2013
Van Kampen Investments October 2004 - May 2010
Skills
Mutual Funds, Account Reconciliation, Equities, Securities, Investments, Asset Management, Financial Analysis, Fund Accounting, Financial Services, Valuation, Risk Management, Finance, Financial Reporting, Corporate Finance, Due Diligence
Education
University of Houston 1999 — 2004
Tom Fletcher Tom Fletcher's Invesco Experience 1998 - 2003
Job Managing Director, Overlay Services at Russell Investments
Industry Financial Services
Experience
Russell Investments January 2011 - Present
Russell Investments June 2006 - March 2011
Russell Investments January 2003 - June 2006
INVESCO 1998 - 2003
United States Navy June 1989 - March 1996
Skills
Investment Strategies, Portfolio Management, Securities, Alternative Investments, Asset Allocation, Asset Managment, Hedge Funds, Risk Management, Management, Portfolio Optimization, Capital Markets, Derivatives, Investments, Asset Management, Currency, Equities, ETFs, Investment Management, Mutual Funds, Bloomberg, Fixed Income
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
United States Naval Academy 1985 — 1989
BS, Mechanical Engineering
Russell Investments January 2011 - Present
Russell Investments June 2006 - March 2011
Russell Investments January 2003 - June 2006
INVESCO 1998 - 2003
United States Navy June 1989 - March 1996
Skills
Investment Strategies, Portfolio Management, Securities, Alternative Investments, Asset Allocation, Asset Managment, Hedge Funds, Risk Management, Management, Portfolio Optimization, Capital Markets, Derivatives, Investments, Asset Management, Currency, Equities, ETFs, Investment Management, Mutual Funds, Bloomberg, Fixed Income
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
United States Naval Academy 1985 — 1989
BS, Mechanical Engineering
Austin Stewart Austin Stewart's Invesco Experience December 2012 - Present
Job Internal Wholesaler at Invesco
Industry Financial Services
Experience
Invesco December 2012 - Present
Invesco December 2010 - November 2012
Inva, Inc. April 2010 - September 2010
AECOM Libya January 2009 - August 2009
AECOM July 2005 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
University of Houston, C.T. Bauer College of Business 2010 — 2013
Master of Business Administration (MBA)
University of Houston 2007 — 2008
Bachelor of Arts (BA), Economics
Invesco December 2012 - Present
Invesco December 2010 - November 2012
Inva, Inc. April 2010 - September 2010
AECOM Libya January 2009 - August 2009
AECOM July 2005 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
University of Houston, C.T. Bauer College of Business 2010 — 2013
Master of Business Administration (MBA)
University of Houston 2007 — 2008
Bachelor of Arts (BA), Economics
Ryan Grosskreuz Ryan Grosskreuz's Invesco Experience June 2009 - May 2014
Job Investment Associate at Salient Partners
Industry Investment Management
Experience
Salient Partners June 2014 - Present
Invesco June 2009 - May 2014
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Fund Accounting, Portia, Derivatives, Investments, Asset Management, Hedge Funds, Securities, Finance, Microsoft Excel, Capital Markets, Financial Services, Valuation, Alternative Investments, Bloomberg Terminal, Customer Service, Financial Reporting, Fund Administration, Portfolio Management, Account Reconciliation
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Arts (B.A.), Economics
Salient Partners June 2014 - Present
Invesco June 2009 - May 2014
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Fund Accounting, Portia, Derivatives, Investments, Asset Management, Hedge Funds, Securities, Finance, Microsoft Excel, Capital Markets, Financial Services, Valuation, Alternative Investments, Bloomberg Terminal, Customer Service, Financial Reporting, Fund Administration, Portfolio Management, Account Reconciliation
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Arts (B.A.), Economics
Gerard Pollard Gerard Pollard's Invesco Experience February 2012 - April 2014
Job Portfolio ManagerFixed Income at Patriot Wealth Management
Industry Investment Management
Experience
Patriot Wealth Management, Inc. March 2015 - Present
Invesco February 2012 - April 2014
Invesco Ltd. February 2007 - January 2012
Invesco Aim February 1998 - January 2007
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Investments, Bloomberg, Asset Managment, Municipal Bonds, Asset Management, Credit Analysis, ETFs, Equities, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Portfolio Management, Securities, Bonds
Education
University of Houston
B.B.A., Finance
University of St. Thomas (TX)
M.B.A., Finance
Patriot Wealth Management, Inc. March 2015 - Present
Invesco February 2012 - April 2014
Invesco Ltd. February 2007 - January 2012
Invesco Aim February 1998 - January 2007
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Investments, Bloomberg, Asset Managment, Municipal Bonds, Asset Management, Credit Analysis, ETFs, Equities, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Portfolio Management, Securities, Bonds
Education
University of Houston
B.B.A., Finance
University of St. Thomas (TX)
M.B.A., Finance
Danielle Appel's Invesco Experience August 2013 - May 2014
Job Assistant Controller at Clarion Partners LLC
Industry Financial Services
Experience
Clarion Partners LLC May 2014 - Present
Invesco August 2013 - May 2014
Capital Analytics January 2013 - August 2013
Capital Analytics August 2008 - December 2012
Rockrose Development Corp. July 2005 - June 2008
Skills
Financial Analysis, Accounting, Partnership Accounting, Asset Managment, Fund Accounting, Investments, Budgets, Accruals, GAAP, Year-end Close, Account Reconciliation, Financial Statements, Microsoft Excel, Real Estate, Internal Audit, Asset Management
Education
Tulane University 2001 — 2005
BSM, Finance & Accounting
Clarion Partners LLC May 2014 - Present
Invesco August 2013 - May 2014
Capital Analytics January 2013 - August 2013
Capital Analytics August 2008 - December 2012
Rockrose Development Corp. July 2005 - June 2008
Skills
Financial Analysis, Accounting, Partnership Accounting, Asset Managment, Fund Accounting, Investments, Budgets, Accruals, GAAP, Year-end Close, Account Reconciliation, Financial Statements, Microsoft Excel, Real Estate, Internal Audit, Asset Management
Education
Tulane University 2001 — 2005
BSM, Finance & Accounting
Hugo Arenas's Invesco Experience September 2010 - September 2013
Job Treasury Management
Industry Oil & Energy
Experience
Excelerate Energy December 2014 - Present
Invesco September 2010 - September 2013
MemberSource Credit Union April 2007 - June 2010
JP Morgan Chase Bank May 2005 - August 2005
Wells Fargo Bank July 2000 - December 2004
Skills
Accounting, Account Management, Accounts Payable, Financial Accounting, Accounts Receivable, Account Reconciliation, Accruals, Financial Analysis, Financial Reporting, Finance, Cash Management, Cash Handling Experience, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Bloomberg, Cpr Certified, First Responder
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance, General
University of Houston-Downtown
Bachelor of Business Administration, Finance
Excelerate Energy December 2014 - Present
Invesco September 2010 - September 2013
MemberSource Credit Union April 2007 - June 2010
JP Morgan Chase Bank May 2005 - August 2005
Wells Fargo Bank July 2000 - December 2004
Skills
Accounting, Account Management, Accounts Payable, Financial Accounting, Accounts Receivable, Account Reconciliation, Accruals, Financial Analysis, Financial Reporting, Finance, Cash Management, Cash Handling Experience, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Bloomberg, Cpr Certified, First Responder
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance, General
University of Houston-Downtown
Bachelor of Business Administration, Finance
Maria Karina Mendoza Maria Karina Mendoza's Invesco Experience June 2008 - December 2010
Job Administrative Assistant at Brock Services
Industry Construction
Experience
Brock Services March 2012 - Present
Invesco June 2008 - December 2010
Education
University of Houston 2004 — 2005
Brock Services March 2012 - Present
Invesco June 2008 - December 2010
Education
University of Houston 2004 — 2005
Griselda Miller Griselda Miller's Invesco Experience May 1996 - May 2013
Job Real Estate Broker
Industry Real Estate
Experience
RE/MAX 360 April 2006 - March 2014
Invesco May 1996 - May 2013
Skills
Residential Homes &..., Real Estate, Investment Properties, Residential Homes, Commercial Real Estate, Real Estate Transactions, Sellers, Property, Investors, Investments, First Time Home Buyers, Foreclosures, Selling, Buyer Representation, Relocation, Short Sales, Single Family Homes, REO, Listings, New Home Sales, Referrals
Education
University of Houston 1991 — 1996
Bachelor of Business Administration/Major: Finance and Minor: Spanish
RE/MAX 360 April 2006 - March 2014
Invesco May 1996 - May 2013
Skills
Residential Homes &..., Real Estate, Investment Properties, Residential Homes, Commercial Real Estate, Real Estate Transactions, Sellers, Property, Investors, Investments, First Time Home Buyers, Foreclosures, Selling, Buyer Representation, Relocation, Short Sales, Single Family Homes, REO, Listings, New Home Sales, Referrals
Education
University of Houston 1991 — 1996
Bachelor of Business Administration/Major: Finance and Minor: Spanish
Alex Eidelzon's Invesco Experience May 2002 - January 2008
Job Investment Performance Measurement and Analysis
Industry Investment Management
Experience
Barclays Wealth and Investment Management April 2014 - Present
Temenos July 2012 - April 2014
Barclays Wealth January 2008 - July 2012
Invesco May 2002 - January 2008
Skills
Equities, Asset Managment, Fixed Income, Wealth Management, Portfolio Management, Hedge Funds, Performance Attribution, Securities, Bloomberg, Business Analysis, Capital Markets, Alternative Investments, Derivatives, Investment Management, Performance Measurement, Client Reporting, GIPS, Private Banking, Institutional Investors
Education
University of Alabama at Birmingham 1995 — 1999
Bachelor of Science, Finance
Barclays Wealth and Investment Management April 2014 - Present
Temenos July 2012 - April 2014
Barclays Wealth January 2008 - July 2012
Invesco May 2002 - January 2008
Skills
Equities, Asset Managment, Fixed Income, Wealth Management, Portfolio Management, Hedge Funds, Performance Attribution, Securities, Bloomberg, Business Analysis, Capital Markets, Alternative Investments, Derivatives, Investment Management, Performance Measurement, Client Reporting, GIPS, Private Banking, Institutional Investors
Education
University of Alabama at Birmingham 1995 — 1999
Bachelor of Science, Finance
Annie Lord's Invesco Experience June 2013 - September 2013
Job Master's Student in Environmental Studies & Energy Policy
Industry Renewables & Environment
Experience
Badger Catholic July 2015 - Present
University of Wisconsin-Madison May 2015 - Present
Public Service Commission of Wisconsin May 2015 - August 2015
Deutsche Akademische Austausch Dienst September 2013 - August 2014
Invesco June 2013 - September 2013
Media Research Labs, LLC May 2012 - December 2012
ACTIVE Life, Inc. May 2012 - August 2012
University of Texas at Austin January 2011 - January 2012
The Pines Catholic Camp 2010 - 2010
Skills
Research, Editing, German, Library Research, Public Speaking, International Relations, Academic Research, Writing, Copy Editing, Management, Nonprofits, Adobe Creative Suite, Personnel Management, Text Editing, Photoshop Elements, Energy Policy, Event Planning, Sustainability
Education
University of Wisconsin-Madison 2014 — 2016
Master of Science (M.S.), Environment & Resources
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (B.A.), Plan II Liberal Arts Honors, International Relations/Global Studies
Albert-Ludwigs Universität 2011 — 2011
Exchange Semester
Badger Catholic July 2015 - Present
University of Wisconsin-Madison May 2015 - Present
Public Service Commission of Wisconsin May 2015 - August 2015
Deutsche Akademische Austausch Dienst September 2013 - August 2014
Invesco June 2013 - September 2013
Media Research Labs, LLC May 2012 - December 2012
ACTIVE Life, Inc. May 2012 - August 2012
University of Texas at Austin January 2011 - January 2012
The Pines Catholic Camp 2010 - 2010
Skills
Research, Editing, German, Library Research, Public Speaking, International Relations, Academic Research, Writing, Copy Editing, Management, Nonprofits, Adobe Creative Suite, Personnel Management, Text Editing, Photoshop Elements, Energy Policy, Event Planning, Sustainability
Education
University of Wisconsin-Madison 2014 — 2016
Master of Science (M.S.), Environment & Resources
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (B.A.), Plan II Liberal Arts Honors, International Relations/Global Studies
Albert-Ludwigs Universität 2011 — 2011
Exchange Semester
Kim Doan Kim Doan's Invesco Experience September 2013 - December 2013
Job Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2015 - Present
Bentley, Bratcher, & Associates, PC January 2014 - December 2014
Invesco September 2013 - December 2013
Linn Thurber LLP July 2013 - September 2013
Neighborhood Tax Centers January 2011 - April 2013
I & I Enterprises February 2011 - June 2011
Cafeteria June 2006 - September 2007
Skills
Analysis, Microsoft Excel, Management, Accounting, Investments, Leadership, Finance, QuickBooks, Tax, Financial Analysis, Financial Reporting, General Ledger
Education
University of Houston 2012 — 2015
M.S in Accountancy, Taxation/ Oil & Gas/ Financial Reporting, 3.96
University of Houston-Clear Lake 2008 — 2010
Master of Business Administration, Finance, 3.74
ECONOMICS UNIVERSITY 2003 — 2007
Bachelor of Economics, Finance
BDO USA, LLP January 2015 - Present
Bentley, Bratcher, & Associates, PC January 2014 - December 2014
Invesco September 2013 - December 2013
Linn Thurber LLP July 2013 - September 2013
Neighborhood Tax Centers January 2011 - April 2013
I & I Enterprises February 2011 - June 2011
Cafeteria June 2006 - September 2007
Skills
Analysis, Microsoft Excel, Management, Accounting, Investments, Leadership, Finance, QuickBooks, Tax, Financial Analysis, Financial Reporting, General Ledger
Education
University of Houston 2012 — 2015
M.S in Accountancy, Taxation/ Oil & Gas/ Financial Reporting, 3.96
University of Houston-Clear Lake 2008 — 2010
Master of Business Administration, Finance, 3.74
ECONOMICS UNIVERSITY 2003 — 2007
Bachelor of Economics, Finance
Christopher Theall, CIMA® Christopher Theall, CIMA®'s Invesco Experience January 1999 - May 2013
Job National Account Manager
Industry Investment Management
Experience
T. Rowe Price January 2014 - Present
Invesco January 1999 - May 2013
Van Kampen Investments June 1993 - December 1998
Skills
Alternative Investments, Series 7, Asset Allocation, Mutual Funds, Account Management, Series 63, Hedge Funds, Series 6, ETFs, Series 65, Series 24, National Accounts
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
T. Rowe Price January 2014 - Present
Invesco January 1999 - May 2013
Van Kampen Investments June 1993 - December 1998
Skills
Alternative Investments, Series 7, Asset Allocation, Mutual Funds, Account Management, Series 63, Hedge Funds, Series 6, ETFs, Series 65, Series 24, National Accounts
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
John F. Yeager John F. Yeager's Invesco Experience April 2004 - December 2008
Job Managing Director Seven Bridges Group, LLC
Industry Financial Services
Experience
Seven Bridges Group LLC August 2015 - Present
Windham Brannon February 2012 - August 2015
Jackson Ventures LLC September 2009 - February 2012
Riverwood Capital Partners January 2009 - September 2009
Invesco April 2004 - December 2008
Intelitix 2000 - 2003
Loomis Sayles 1995 - 1999
INVESCO 1992 - 1995
Deloitte & Touche 1985 - 1988
Skills
Marketing Strategy, Accounting, Strategic Planning, Strategy, Mutual Funds, Retirement, Management, Fixed Income, Investments, Process Improvement, Wealth Management, Leadership, Alternative Investments, Marketing, Sales Operations, Entrepreneurship, Strategic Financial..., Mergers & Acquisitions, Portfolio Management, Investment Strategies, Financial Analysis, Finance, Financial Modeling
Education
University of Alabama 1981 — 1985
BS, Accounting
Central High School 1978 — 1981
Seven Bridges Group LLC August 2015 - Present
Windham Brannon February 2012 - August 2015
Jackson Ventures LLC September 2009 - February 2012
Riverwood Capital Partners January 2009 - September 2009
Invesco April 2004 - December 2008
Intelitix 2000 - 2003
Loomis Sayles 1995 - 1999
INVESCO 1992 - 1995
Deloitte & Touche 1985 - 1988
Skills
Marketing Strategy, Accounting, Strategic Planning, Strategy, Mutual Funds, Retirement, Management, Fixed Income, Investments, Process Improvement, Wealth Management, Leadership, Alternative Investments, Marketing, Sales Operations, Entrepreneurship, Strategic Financial..., Mergers & Acquisitions, Portfolio Management, Investment Strategies, Financial Analysis, Finance, Financial Modeling
Education
University of Alabama 1981 — 1985
BS, Accounting
Central High School 1978 — 1981
Eoin McCann Eoin McCann's Invesco Experience July 1999 - June 2000
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs November 2004 - Present
Goldman Sachs September 2000 - October 2004
Invesco July 1999 - June 2000
Mellon Fund Administration June 1996 - June 1999
Skills
Asset Managment, Alternative Investments, Hedge Funds, Private Equity, Mutual Funds, Wealth Management, Fund Administration, Investor Relations, Investor Reporting, Program Management, Project Management, PMP, Business Analysis, Business Process..., Strategic Planning, Vendor Management, Technology Management
Education
University College Dublin 1990 — 1993
BA, Psychology
St. Michael's College 1978 — 1990
Goldman Sachs November 2004 - Present
Goldman Sachs September 2000 - October 2004
Invesco July 1999 - June 2000
Mellon Fund Administration June 1996 - June 1999
Skills
Asset Managment, Alternative Investments, Hedge Funds, Private Equity, Mutual Funds, Wealth Management, Fund Administration, Investor Relations, Investor Reporting, Program Management, Project Management, PMP, Business Analysis, Business Process..., Strategic Planning, Vendor Management, Technology Management
Education
University College Dublin 1990 — 1993
BA, Psychology
St. Michael's College 1978 — 1990
Barclay (Buck) Phillips Barclay (Buck) Phillips's Invesco Experience 1991 - 1999
Job SVP, Chief Financial Officer & Treasurer at Novavax
Industry Biotechnology
Experience
Novavax June 2013 - Present
Micromet, Inc. (acquired by Amgen in March 2012) September 2008 - March 2012
Vector Fund Management October 1999 - September 2008
INVESCO 1991 - 1999
Searson Lehman Hutton 1990 - 1991
Skills
Corporate Strategy..., Corporate Finance, Financial Strategy, Financial Planning and..., Capital Structure, Internal Controls, Capital Allocation, Capital Raising, Debt & Equity Financing, Financial Modeling, Early Stage Companies, Audit Committee, M&A experience, Investment Banking, International Operations, Executive Management, Biotechnology, Capital Markets, Cross-functional Team..., Finance, Financial Planning, Investments, Mergers, Strategy, Venture Capital
Education
University of Colorado at Boulder 1980 — 1984
Bachelor of Science, Economics
Novavax June 2013 - Present
Micromet, Inc. (acquired by Amgen in March 2012) September 2008 - March 2012
Vector Fund Management October 1999 - September 2008
INVESCO 1991 - 1999
Searson Lehman Hutton 1990 - 1991
Skills
Corporate Strategy..., Corporate Finance, Financial Strategy, Financial Planning and..., Capital Structure, Internal Controls, Capital Allocation, Capital Raising, Debt & Equity Financing, Financial Modeling, Early Stage Companies, Audit Committee, M&A experience, Investment Banking, International Operations, Executive Management, Biotechnology, Capital Markets, Cross-functional Team..., Finance, Financial Planning, Investments, Mergers, Strategy, Venture Capital
Education
University of Colorado at Boulder 1980 — 1984
Bachelor of Science, Economics
Jim Drury Jim Drury's Invesco Experience November 1998 - December 2000
Job MD, Corporate Bond Research, AIG Asset Management Group
Industry Investment Management
Experience
AIG Asset Management Group September 2009 - Present
Harding Advisory LLC September 2006 - April 2008
New York Life Investment Management January 2001 - September 2006
INVESCO November 1998 - December 2000
Bear Stearns May 1993 - June 1998
Prudential Securities December 1986 - April 1993
The First Boston Corporation October 1985 - November 1986
Standard & Poor's October 1981 - September 1985
Price Waterhouse June 1977 - September 1981
Skills
Derivatives, Valuation, Portfolio Management, Fixed Income, Trading, Financial Modeling, Management, Financial Analysis, Investment Banking, Capital Markets, Fixed Income Analysis, Investments, Risk Management, Corporate Finance, Securities, Bonds, Private Equity, Asset Management, Hedge Funds, CDO, High Yield, Credit Analysis, Mergers & Acquisitions, Equities, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
M.B.A., Finance
University of Delaware 1973 — 1977
B.S., Accounting
AIG Asset Management Group September 2009 - Present
Harding Advisory LLC September 2006 - April 2008
New York Life Investment Management January 2001 - September 2006
INVESCO November 1998 - December 2000
Bear Stearns May 1993 - June 1998
Prudential Securities December 1986 - April 1993
The First Boston Corporation October 1985 - November 1986
Standard & Poor's October 1981 - September 1985
Price Waterhouse June 1977 - September 1981
Skills
Derivatives, Valuation, Portfolio Management, Fixed Income, Trading, Financial Modeling, Management, Financial Analysis, Investment Banking, Capital Markets, Fixed Income Analysis, Investments, Risk Management, Corporate Finance, Securities, Bonds, Private Equity, Asset Management, Hedge Funds, CDO, High Yield, Credit Analysis, Mergers & Acquisitions, Equities, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
M.B.A., Finance
University of Delaware 1973 — 1977
B.S., Accounting
evan susanto evan susanto's Invesco Experience October 2013 - Present
Job TA Apps Developer at Invesco
Industry Computer Software
Experience
Invesco October 2013 - Present
Hewlett Packard November 2010 - October 2013
BRACHFELD LAW GROUP May 2010 - November 2010
Skills
ASP.NET, Microsoft SQL Server, ASP, Web Development, .NET, IIS, CSS, JavaScript, Windows Server, VB.NET, Windows software..., Oracle, Windows Services, Web Services, Infragistics, AJAX Toolkit, Tortoise SVN
Education
University of Houston 2004 — 2010
BS, Computer Science
Invesco October 2013 - Present
Hewlett Packard November 2010 - October 2013
BRACHFELD LAW GROUP May 2010 - November 2010
Skills
ASP.NET, Microsoft SQL Server, ASP, Web Development, .NET, IIS, CSS, JavaScript, Windows Server, VB.NET, Windows software..., Oracle, Windows Services, Web Services, Infragistics, AJAX Toolkit, Tortoise SVN
Education
University of Houston 2004 — 2010
BS, Computer Science
Jeffrey Detwiler, CFA Jeffrey Detwiler, CFA's Invesco Experience 2001 - 2007
Job Portfolio Manager
Industry Financial Services
Experience
Garcia Hamilton & Associates 2007 - Present
Cougar Investment Fund, LLC August 2006 - December 2007
INVESCO 2001 - 2007
Skills
Portfolio Management, Equities, Fixed Income, Investment Management
Education
University of Houston 2005 — 2007
Graduate Certificate, Financial Services Management
University of Houston, C.T. Bauer College of Business 2005 — 2007
MSc, Finance
University of South Florida 1997 — 2000
BSc, Finance
Garcia Hamilton & Associates 2007 - Present
Cougar Investment Fund, LLC August 2006 - December 2007
INVESCO 2001 - 2007
Skills
Portfolio Management, Equities, Fixed Income, Investment Management
Education
University of Houston 2005 — 2007
Graduate Certificate, Financial Services Management
University of Houston, C.T. Bauer College of Business 2005 — 2007
MSc, Finance
University of South Florida 1997 — 2000
BSc, Finance
Jim Sandidge Jim Sandidge's Invesco Experience March 1999 - May 2002
Job Principal The Sandidge Group
Industry Financial Services
Experience
PNC October 2011 - April 2015
The Sandidge Group January 2009 - October 2011
Sunamerica Mutual Funds April 2006 - January 2009
Safeco January 2003 - January 2006
INVESCO March 1999 - May 2002
AIM March 1997 - March 1999
GT Global Mutual Funds 1992 - 1997
Skills
Retirement Planning, Mutual Funds, Investment Management, Wealth Management, Sales Management, Alternative Investments, Series 7, Strategic Financial..., Financial Advisory, Hedge Funds, Relationship Management, Series 63, Fixed Annuities, Retirement, Financial Services, Securities, Investment Strategies, Investment Advisory, 401k, Asset Allocation
Education
University of Denver - Daniels College of Business 1981 — 1985
MBA, Business
University of Denver - Sturm College of Law 1981 — 1985
JD, Law
Western Kentucky University
BA, Honors in History
PNC October 2011 - April 2015
The Sandidge Group January 2009 - October 2011
Sunamerica Mutual Funds April 2006 - January 2009
Safeco January 2003 - January 2006
INVESCO March 1999 - May 2002
AIM March 1997 - March 1999
GT Global Mutual Funds 1992 - 1997
Skills
Retirement Planning, Mutual Funds, Investment Management, Wealth Management, Sales Management, Alternative Investments, Series 7, Strategic Financial..., Financial Advisory, Hedge Funds, Relationship Management, Series 63, Fixed Annuities, Retirement, Financial Services, Securities, Investment Strategies, Investment Advisory, 401k, Asset Allocation
Education
University of Denver - Daniels College of Business 1981 — 1985
MBA, Business
University of Denver - Sturm College of Law 1981 — 1985
JD, Law
Western Kentucky University
BA, Honors in History
Tom Briggs's Invesco Experience 1997 - 2002
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2005 - Present
Ivy Funds November 2004 - November 2005
UBS December 2001 - December 2003
PLANCO 2002 - 2003
INVESCO 1997 - 2002
Skills
Mutual Funds, 401k, Fixed Annuities, Financial Services, Finance, Variable Annuities, Financial Planners, Series 63, Series 7, Retirement Planning, Retirement, Investments, Series 6, Wealth Management, Asset Allocation, Alternative Investments, Strategic Financial..., Investment Advisory, Insurance, Asset Management
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1997
BS, Finance
Smoky Hill High School 1989 — 1993
willow creek elementary
Transamerica Retirement Solutions November 2005 - Present
Ivy Funds November 2004 - November 2005
UBS December 2001 - December 2003
PLANCO 2002 - 2003
INVESCO 1997 - 2002
Skills
Mutual Funds, 401k, Fixed Annuities, Financial Services, Finance, Variable Annuities, Financial Planners, Series 63, Series 7, Retirement Planning, Retirement, Investments, Series 6, Wealth Management, Asset Allocation, Alternative Investments, Strategic Financial..., Investment Advisory, Insurance, Asset Management
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1997
BS, Finance
Smoky Hill High School 1989 — 1993
willow creek elementary
Holly MacMillan Holly MacMillan's Invesco Experience December 2000 - December 2004
Job Marketing Coordinator at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management 2009 - Present
Genworth Financial March 2007 - February 2009
SunTrust Banks, Inc. December 2002 - March 2007
INVESCO December 2000 - December 2004
Investors Financial Group August 1997 - December 2000
Merrill Lynch August 1995 - May 1997
Skills
Salesforce
Education
University of Georgia - Terry College of Business 1990 — 1994
BBA, Finance
Stadion Money Management 2009 - Present
Genworth Financial March 2007 - February 2009
SunTrust Banks, Inc. December 2002 - March 2007
INVESCO December 2000 - December 2004
Investors Financial Group August 1997 - December 2000
Merrill Lynch August 1995 - May 1997
Skills
Salesforce
Education
University of Georgia - Terry College of Business 1990 — 1994
BBA, Finance
Ashley Long Ashley Long's Invesco Experience May 2005 - August 2006
Job Accounting Supervisor at Rosewood
Industry Accounting
Experience
Rosewood September 2013 - Present
CBRE, inc June 2010 - September 2013
INVESCO May 2005 - August 2006
Skills
Accounting, Financial Reporting, Financial Accounting, Microsoft Excel, Financial Analysis, Microsoft Office, Accounts Payable, Microsoft Word, Internal Controls, PowerPoint, Accounts Receivable, Account Reconciliation, PeopleSoft, GAAP, Revenue Recognition, Variance Analysis, US GAAP, Sarbanes-Oxley, General Ledger, Accruals, Financial Statements, Journal Entries, Cash Flow, Cash Flow Forecasting, Financial Audits
Education
University of Central Oklahoma 2006 — 2009
Bachelor of Science (B.S.), Accounting
Rosewood September 2013 - Present
CBRE, inc June 2010 - September 2013
INVESCO May 2005 - August 2006
Skills
Accounting, Financial Reporting, Financial Accounting, Microsoft Excel, Financial Analysis, Microsoft Office, Accounts Payable, Microsoft Word, Internal Controls, PowerPoint, Accounts Receivable, Account Reconciliation, PeopleSoft, GAAP, Revenue Recognition, Variance Analysis, US GAAP, Sarbanes-Oxley, General Ledger, Accruals, Financial Statements, Journal Entries, Cash Flow, Cash Flow Forecasting, Financial Audits
Education
University of Central Oklahoma 2006 — 2009
Bachelor of Science (B.S.), Accounting
Erin Cain Erin Cain's Invesco Experience July 2009 - Present
Job Sr Sales & Product Trainer at Invesco
Industry Investment Management
Experience
Invesco July 2009 - Present
Invesco January 2001 - June 2009
Toyota of Clarksville November 1999 - December 2000
Skills
Sales, Financial Services, Investment Management, Account Management, Alternative Investments, Asset Allocation, Asset Management, Risk Management
Education
University of Houston
BBA, General Business, Marketing
Invesco July 2009 - Present
Invesco January 2001 - June 2009
Toyota of Clarksville November 1999 - December 2000
Skills
Sales, Financial Services, Investment Management, Account Management, Alternative Investments, Asset Allocation, Asset Management, Risk Management
Education
University of Houston
BBA, General Business, Marketing
Charles Marino Charles Marino's Invesco Experience June 2010 - August 2012
Job Retirement Planning Implementation Consultant VALIC
Industry Financial Services
Experience
VALIC November 2012 - Present
Invesco June 2010 - August 2012
Van Kampen Investments September 1997 - June 2010
Van Kampen Investments September 1997 - June 2010
Skills
Outstanding..., FINRA licensed, Issue / Conflict..., Relationship Developer, Financial Calculations, Investments, Mutual Funds, Retirement, 401k, Fixed Income, ETFs, Series 7, Securities, FINRA
Education
University of Houston
Bachelor of Business Administration (BBA), Finance
VALIC November 2012 - Present
Invesco June 2010 - August 2012
Van Kampen Investments September 1997 - June 2010
Van Kampen Investments September 1997 - June 2010
Skills
Outstanding..., FINRA licensed, Issue / Conflict..., Relationship Developer, Financial Calculations, Investments, Mutual Funds, Retirement, 401k, Fixed Income, ETFs, Series 7, Securities, FINRA
Education
University of Houston
Bachelor of Business Administration (BBA), Finance
Allyson Zoellner Allyson Zoellner's Invesco Experience June 1992 - July 1998
Job Marketing & Business Consultant | Brand Architect | Client Builder | Decorative Artist | Child & Animal Advocate
Industry Marketing and Advertising
Experience
Cutloose Marketing & Passionate Home October 2008 - Present
First Data Corporation December 2009 - December 2010
Old Mutual Capital/Investment Partners July 2006 - September 2008
Great-West Retirement Services August 1998 - May 2005
Invesco June 1992 - July 1998
INVESCO Retirement Services June 1992 - July 1998
Skills
Public Speaking, Creative Strategy, Marketing Strategy, Direct Marketing, Product Marketing, Marketing, Integrated Marketing, Marketing Communications, Strategic Planning, Advertising, New Business Development, Marketing Management, Investments, Creative Direction, Strategy, Copywriting, Public Relations, Corporate Communications, Business Planning, Management, Strategic Communications, Leadership Development, Media Relations, Business Development, Leadership, Brand Management, CRM, Business Strategy, Market Planning, Sales, Product Development, Sales Operations, Email Marketing, Brand Development, Analysis, Social Media Marketing, Organizational..., Digital Marketing, Online Marketing, Lead Generation, Marketing Research, Competitive Analysis, Strategic Partnerships, Direct Mail, Online Advertising, Market Research, B2B Marketing, Contract Negotiation, Digital Strategy, Corporate Branding
Education
University of Colorado Boulder - Leeds School of Business 1977 — 1982
BS, Finance, Marketing, International Business
Graduate School of Banking, University of Colorado
Cutloose Marketing & Passionate Home October 2008 - Present
First Data Corporation December 2009 - December 2010
Old Mutual Capital/Investment Partners July 2006 - September 2008
Great-West Retirement Services August 1998 - May 2005
Invesco June 1992 - July 1998
INVESCO Retirement Services June 1992 - July 1998
Skills
Public Speaking, Creative Strategy, Marketing Strategy, Direct Marketing, Product Marketing, Marketing, Integrated Marketing, Marketing Communications, Strategic Planning, Advertising, New Business Development, Marketing Management, Investments, Creative Direction, Strategy, Copywriting, Public Relations, Corporate Communications, Business Planning, Management, Strategic Communications, Leadership Development, Media Relations, Business Development, Leadership, Brand Management, CRM, Business Strategy, Market Planning, Sales, Product Development, Sales Operations, Email Marketing, Brand Development, Analysis, Social Media Marketing, Organizational..., Digital Marketing, Online Marketing, Lead Generation, Marketing Research, Competitive Analysis, Strategic Partnerships, Direct Mail, Online Advertising, Market Research, B2B Marketing, Contract Negotiation, Digital Strategy, Corporate Branding
Education
University of Colorado Boulder - Leeds School of Business 1977 — 1982
BS, Finance, Marketing, International Business
Graduate School of Banking, University of Colorado
David Jordan David Jordan's Invesco Experience September 2002 - Present
Job CISO/Global Head of Information Security, Risk & Controls at Invesco
Industry Financial Services
Experience
INVESCO September 2002 - Present
AMVESCAP 2000 - 2002
AIM Investments 1998 - 2000
Price Waterhouse Management Consultants 1992 - 1998
Skills
Risk Management, Information Security, Disaster Recovery, Project Management, Identity Management, Data Privacy, Business Recovery..., Business Continuity, Information Technology, Financial Risk, Financial Services, ISO 27001, Data Center, Governance, Enterprise Software, Vendor Management, Program Management, Security, IT Strategy, Enterprise Risk..., IT Management, Outsourcing, Information Security..., Business Analysis, Enterprise Architecture, SDLC, ITIL, Project Portfolio..., Business Process, IT Audit, Integration, PMP, IT Operations, PMO
Education
University of Bristol 1989 — 1992
BEng, Mechanical Engineering
INVESCO September 2002 - Present
AMVESCAP 2000 - 2002
AIM Investments 1998 - 2000
Price Waterhouse Management Consultants 1992 - 1998
Skills
Risk Management, Information Security, Disaster Recovery, Project Management, Identity Management, Data Privacy, Business Recovery..., Business Continuity, Information Technology, Financial Risk, Financial Services, ISO 27001, Data Center, Governance, Enterprise Software, Vendor Management, Program Management, Security, IT Strategy, Enterprise Risk..., IT Management, Outsourcing, Information Security..., Business Analysis, Enterprise Architecture, SDLC, ITIL, Project Portfolio..., Business Process, IT Audit, Integration, PMP, IT Operations, PMO
Education
University of Bristol 1989 — 1992
BEng, Mechanical Engineering
Steve Cobbs Steve Cobbs's Invesco Experience April 2014 - Present
Job Acquisitions at Invesco
Industry Commercial Real Estate
Experience
Invesco April 2014 - Present
KBS Realty Advisors November 2006 - April 2014
First Guardian Group March 2005 - 2006
Siebel Systems June 2003 - March 2005
Sun Microsystems July 1997 - June 2003
Skills
Investment Properties, Due Diligence, Underwriting, Asset Management, Financial Reporting, Real Estate, Real Estate Investment, Real Estate Transactions, Financial Analysis, Real Estate Acquisitions, Commercial Real Estate, Commercial Real Estate..., Real Estate Private..., Real Estate Investment..., REIT, Investment Advisory, Investment Management, Return on Investment, Return on Investment..., Financial Structuring, Financial Modeling, Strategic Financial..., Financial Risk, Finance, Market Analysis, Leases, Leasing, Negotiation, Lease Negotiations, Contract Negotiation, Real Estate Due..., Real Estate Underwriting, Vice Presidents, Financial Institutions, Institutional Investors, Separately Managed..., Corporate Real Estate, Property Management, Structural Analysis, Environmental Compliance, Investments, Disposition, Mergers
Education
University of California, Berkeley, Haas School of Business 2002 — 2005
MBA
University of the Pacific 1992 — 1997
BS
Invesco April 2014 - Present
KBS Realty Advisors November 2006 - April 2014
First Guardian Group March 2005 - 2006
Siebel Systems June 2003 - March 2005
Sun Microsystems July 1997 - June 2003
Skills
Investment Properties, Due Diligence, Underwriting, Asset Management, Financial Reporting, Real Estate, Real Estate Investment, Real Estate Transactions, Financial Analysis, Real Estate Acquisitions, Commercial Real Estate, Commercial Real Estate..., Real Estate Private..., Real Estate Investment..., REIT, Investment Advisory, Investment Management, Return on Investment, Return on Investment..., Financial Structuring, Financial Modeling, Strategic Financial..., Financial Risk, Finance, Market Analysis, Leases, Leasing, Negotiation, Lease Negotiations, Contract Negotiation, Real Estate Due..., Real Estate Underwriting, Vice Presidents, Financial Institutions, Institutional Investors, Separately Managed..., Corporate Real Estate, Property Management, Structural Analysis, Environmental Compliance, Investments, Disposition, Mergers
Education
University of California, Berkeley, Haas School of Business 2002 — 2005
MBA
University of the Pacific 1992 — 1997
BS
Cameron Stacy's Invesco Experience November 2012 - January 2013
Job Associate at Vectra Management Group
Industry Commercial Real Estate
Experience
Vectra Management Group March 2015 - Present
Arbor Commercial Mortgage August 2014 - March 2015
Golden Triangle Enterprises May 2009 - July 2014
Credit Suisse June 2013 - August 2013
Invesco November 2012 - January 2013
Project Management and Development Consultants May 2012 - July 2012
Invesco November 2011 - January 2012
Skills
Bond Markets, Municipal Bonds, High Yield Bonds, Microsoft Excel, Bloomberg, Convertible Bonds, Emerging Markets, Travel, Hunting, Wealth Management, Microsoft Office, Time Management, Financial Modeling, PowerPoint, Sales, Lifestyle, Long Distance Running, Humanitarian, Squash, Lacrosse
Education
Trinity College 2010 — 2014
Bachelor of Arts (BA), Economics
University of Cape Town 2012 — 2012
Bachelor's degree, Economics, Exchange Student
Pittsburgh Central Catholic 2006 — 2010
High School Diploma
Vectra Management Group March 2015 - Present
Arbor Commercial Mortgage August 2014 - March 2015
Golden Triangle Enterprises May 2009 - July 2014
Credit Suisse June 2013 - August 2013
Invesco November 2012 - January 2013
Project Management and Development Consultants May 2012 - July 2012
Invesco November 2011 - January 2012
Skills
Bond Markets, Municipal Bonds, High Yield Bonds, Microsoft Excel, Bloomberg, Convertible Bonds, Emerging Markets, Travel, Hunting, Wealth Management, Microsoft Office, Time Management, Financial Modeling, PowerPoint, Sales, Lifestyle, Long Distance Running, Humanitarian, Squash, Lacrosse
Education
Trinity College 2010 — 2014
Bachelor of Arts (BA), Economics
University of Cape Town 2012 — 2012
Bachelor's degree, Economics, Exchange Student
Pittsburgh Central Catholic 2006 — 2010
High School Diploma
Jim Shaughnessy's Invesco Experience June 2011 - August 2011
Job Research Associate, RBC Capital Markets, Internet
Industry Financial Services
Experience
RBC Capital Markets May 2015 - Present
Mizuho Securities USA Inc. September 2014 - May 2015
Oppenheimer & Co. July 2012 - August 2014
Invesco June 2011 - August 2011
Catalyst Funds October 2010 - March 2011
Joele Frank, Wilkinson Brimmer Katcher September 2005 - July 2010
Skills
Investments, Financial Modeling, Equities, Mergers & Acquisitions, Equity Valuation, Equity Research, Bloomberg, Finance, Strategy, Analysis, Factset, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Business Strategy, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Finance
Trinity University 2002 — 2005
B.A., Major: Economics Minor: Spanish
United States Naval Academy 2000 — 2002
Economics
John cooper school
RBC Capital Markets May 2015 - Present
Mizuho Securities USA Inc. September 2014 - May 2015
Oppenheimer & Co. July 2012 - August 2014
Invesco June 2011 - August 2011
Catalyst Funds October 2010 - March 2011
Joele Frank, Wilkinson Brimmer Katcher September 2005 - July 2010
Skills
Investments, Financial Modeling, Equities, Mergers & Acquisitions, Equity Valuation, Equity Research, Bloomberg, Finance, Strategy, Analysis, Factset, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Business Strategy, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Finance
Trinity University 2002 — 2005
B.A., Major: Economics Minor: Spanish
United States Naval Academy 2000 — 2002
Economics
John cooper school
Armando Armenta's Invesco Experience August 2012 - August 2013
Job Vice President
Industry Financial Services
Experience
BlackRock August 2015 - Present
Deutsche Bank Securities September 2013 - August 2015
Invesco August 2012 - August 2013
University of Maryland August 2007 - 2012
International Monetary Fund June 2011 - September 2011
Interamerican Development Bank June 2010 - August 2010
Skills
Research, Stata, Economics, Microsoft Office, SPSS, Statistics, Matlab, Excel, English, Econometrics, Analysis, Economic Research, Emerging Markets, Macroeconomics
Education
University of Maryland College Park 2007 — 2012
Phd, Economics
University of Maryland College Park 2007 — 2009
M.A, Economics
Universidad de Los Andes 2003 — 2005
MA, Economics
Universidad de Los Andes 1999 — 2003
B.A, Economics
BlackRock August 2015 - Present
Deutsche Bank Securities September 2013 - August 2015
Invesco August 2012 - August 2013
University of Maryland August 2007 - 2012
International Monetary Fund June 2011 - September 2011
Interamerican Development Bank June 2010 - August 2010
Skills
Research, Stata, Economics, Microsoft Office, SPSS, Statistics, Matlab, Excel, English, Econometrics, Analysis, Economic Research, Emerging Markets, Macroeconomics
Education
University of Maryland College Park 2007 — 2012
Phd, Economics
University of Maryland College Park 2007 — 2009
M.A, Economics
Universidad de Los Andes 2003 — 2005
MA, Economics
Universidad de Los Andes 1999 — 2003
B.A, Economics
Michael Arista Michael Arista's Invesco Experience July 2014 - Present
Job Trader/Analyst
Industry Investment Management
Experience
Invesco July 2014 - Present
Invesco May 2013 - Present
Home November 2010 - Present
Skills
Swing and intraday..., Platfrom: Thinkorswim, technicals,..., Proficient with..., Trading, Equities, Commodity, Foreign Exchange, Pricing, Bloomberg, Retail, Financial Analysis, Valuation
Education
University of Houston 2011 — 2015
Economics
Invesco July 2014 - Present
Invesco May 2013 - Present
Home November 2010 - Present
Skills
Swing and intraday..., Platfrom: Thinkorswim, technicals,..., Proficient with..., Trading, Equities, Commodity, Foreign Exchange, Pricing, Bloomberg, Retail, Financial Analysis, Valuation
Education
University of Houston 2011 — 2015
Economics
Kevin Horsley, CFA, CPA Kevin Horsley, CFA, CPA's Invesco Experience December 1995 - December 2000
Job Senior Financial Professional, Analyst and Researcher
Industry Investment Management
Experience
Humana July 2015 - Present
Humana December 2012 - June 2015
Deutsche Asset Management March 2007 - June 2012
Invesco Ltd. December 2000 - March 2007
Invesco December 1995 - December 2000
Providian Corporation August 1994 - December 1995
Coopers & Lybrand August 1992 - August 1994
GTE/Contel Cellular June 1991 - June 1992
Skills
Investments, Asset Managment, Financial Analysis, Credit Research, Financial Modeling, Bloomberg, Process Improvement, Financial Risk, Risk Management, Investment Banking, Portfolio Management, Accounting, Banking, Credit Rating, Asset Allocation, Due Diligence, Fixed Income, Mergers & Acquisitions, Equities, Securities, Analysis, Hedge Funds, Credit, Investment Strategies, Finance, Investor Relations, ETFs, Mutual Funds, Financial Services, Alternative Investments, Trading, Bonds, Investment Management, Emerging Markets, Valuation, Equity Research, Derivatives, Institutional..., Capital Markets, Quantitative Analytics, Strategy, Private Equity, Financial Markets, Credit Analysis, Corporate Finance, Equity Valuation, Forecasting, Asset Management
Education
Center for Creative Leadership, Greensboro, NC
Leadership Development Program (LDP) graduate
Transylvania University
BA, Economics
Vanderbilt University - Owen Graduate School of Management
MBA, Accounting and Finance
Humana July 2015 - Present
Humana December 2012 - June 2015
Deutsche Asset Management March 2007 - June 2012
Invesco Ltd. December 2000 - March 2007
Invesco December 1995 - December 2000
Providian Corporation August 1994 - December 1995
Coopers & Lybrand August 1992 - August 1994
GTE/Contel Cellular June 1991 - June 1992
Skills
Investments, Asset Managment, Financial Analysis, Credit Research, Financial Modeling, Bloomberg, Process Improvement, Financial Risk, Risk Management, Investment Banking, Portfolio Management, Accounting, Banking, Credit Rating, Asset Allocation, Due Diligence, Fixed Income, Mergers & Acquisitions, Equities, Securities, Analysis, Hedge Funds, Credit, Investment Strategies, Finance, Investor Relations, ETFs, Mutual Funds, Financial Services, Alternative Investments, Trading, Bonds, Investment Management, Emerging Markets, Valuation, Equity Research, Derivatives, Institutional..., Capital Markets, Quantitative Analytics, Strategy, Private Equity, Financial Markets, Credit Analysis, Corporate Finance, Equity Valuation, Forecasting, Asset Management
Education
Center for Creative Leadership, Greensboro, NC
Leadership Development Program (LDP) graduate
Transylvania University
BA, Economics
Vanderbilt University - Owen Graduate School of Management
MBA, Accounting and Finance
Joseph K. Nasser Joseph K. Nasser's Invesco Experience April 2013 - September 2013
Job Real Time Trader at EDF Energy Services
Industry Oil & Energy
Experience
EDF Energy Services July 2014 - Present
Repsol September 2013 - July 2014
Invesco April 2013 - September 2013
Sysco May 2012 - January 2013
Chardan Capital Markets September 2011 - December 2011
Dimensional Fund Advisors September 2008 - July 2010
Telemus Capital Partners May 2008 - August 2008
NECS October 2007 - May 2008
Skills
Bloomberg, Microsoft Excel, PowerPoint, VBA, Microsoft Word, Access, Visio, Visual Basic, SQL, Financial Modeling, Financial Analysis, Microsoft Office, Valuation, Outlook, Corporate Finance, Forecasting, Asset Managment, Risk Management, Data Analysis, Business Objects, SAP, Ubuntu, .NET, Asset Management, Accounting, Process Improvement, Investments, Securities, Portfolio Management, Management, Finance, Hedge Funds, Analysis
Education
University of Houston 2010 — 2011
BS, Math
University of Houston 2005 — 2008
BBA, Finance
CFA Institute
Pearland High School
EDF Energy Services July 2014 - Present
Repsol September 2013 - July 2014
Invesco April 2013 - September 2013
Sysco May 2012 - January 2013
Chardan Capital Markets September 2011 - December 2011
Dimensional Fund Advisors September 2008 - July 2010
Telemus Capital Partners May 2008 - August 2008
NECS October 2007 - May 2008
Skills
Bloomberg, Microsoft Excel, PowerPoint, VBA, Microsoft Word, Access, Visio, Visual Basic, SQL, Financial Modeling, Financial Analysis, Microsoft Office, Valuation, Outlook, Corporate Finance, Forecasting, Asset Managment, Risk Management, Data Analysis, Business Objects, SAP, Ubuntu, .NET, Asset Management, Accounting, Process Improvement, Investments, Securities, Portfolio Management, Management, Finance, Hedge Funds, Analysis
Education
University of Houston 2010 — 2011
BS, Math
University of Houston 2005 — 2008
BBA, Finance
CFA Institute
Pearland High School
Pete Muckley Pete Muckley's Invesco Experience 1999 - 2003
Job VP of Marketing at Trust Company of America
Industry Financial Services
Experience
Trust Company of America October 2015 - Present
Curian Capital, LLC March 2006 - Present
Curian Capital, LLC March 2006 - September 2015
Great-West Life March 2004 - March 2006
INVESCO/AIM Funds December 1999 - March 2004
INVESCO 1999 - 2003
Janus Capital Group May 1999 - December 1999
First Marketing 1984 - 1999
Skills
Marketing Strategy, Online Marketing, Corporate Communications, Product Development, Promotions, Public Speaking, PowerPoint, Market Research, Strategic Planning, Digital Marketing, Public Relations, Copywriting, Direct Marketing, Writing, Mutual Funds, Brand Development, Editing, Word, Social Media Marketing, Investments, Account Management, Marketing Communications, Content Development, Advertising, Graphic Design, Insurance, Team Building, Social Media, Email Marketing, Internal Communications, Strategic Communications, Direct Mail, Sales, Online Advertising, Integrated Marketing, Press Releases, Microsoft Word, Marketing, Management, Strategy, Financial Services
Education
University of Florida 1980 — 1984
BS, Journalism
Trust Company of America October 2015 - Present
Curian Capital, LLC March 2006 - Present
Curian Capital, LLC March 2006 - September 2015
Great-West Life March 2004 - March 2006
INVESCO/AIM Funds December 1999 - March 2004
INVESCO 1999 - 2003
Janus Capital Group May 1999 - December 1999
First Marketing 1984 - 1999
Skills
Marketing Strategy, Online Marketing, Corporate Communications, Product Development, Promotions, Public Speaking, PowerPoint, Market Research, Strategic Planning, Digital Marketing, Public Relations, Copywriting, Direct Marketing, Writing, Mutual Funds, Brand Development, Editing, Word, Social Media Marketing, Investments, Account Management, Marketing Communications, Content Development, Advertising, Graphic Design, Insurance, Team Building, Social Media, Email Marketing, Internal Communications, Strategic Communications, Direct Mail, Sales, Online Advertising, Integrated Marketing, Press Releases, Microsoft Word, Marketing, Management, Strategy, Financial Services
Education
University of Florida 1980 — 1984
BS, Journalism
Dwane Bacak Dwane Bacak's Invesco Experience 1995 - Present
Job Global Head of TCA at INVESCO
Industry Investment Management
Experience
INVESCO 1995 - Present
Skills
Chartered Financial..., Trading
Education
The University of Texas at Austin 1990 — 1994
BBA, Business
INVESCO 1995 - Present
Skills
Chartered Financial..., Trading
Education
The University of Texas at Austin 1990 — 1994
BBA, Business
Kam Mistry Kam Mistry's Invesco Experience 2013 - 2015
Job Business Systems Analyst, Project Manager | IT, SQL Requirements | Currently Not Available On Market.
Industry Information Technology and Services
Experience
Kam Mistry June 2015 - Present
Not Seeking New Opportunities Currently: Business Systems Analysis Leadership, Houston, Texas Area 2015 - Present
Invesco 2013 - 2015
Healix February 2008 - June 2013
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Visio, Testing, Healthcare Information..., HIPAA, Healthcare Management, Healthcare, Project Management, Data Analysis, SharePoint, Management, Documentation, Information Technology, Training, Mentoring, Program Management, Project Planning, Microsoft Project, Software Project..., Project Estimation, Project Coordination, Project Delivery
Education
University of Houston 1988 — 1993
Bachelor of Science (BS), Computer Science, 3.2
Kam Mistry June 2015 - Present
Not Seeking New Opportunities Currently: Business Systems Analysis Leadership, Houston, Texas Area 2015 - Present
Invesco 2013 - 2015
Healix February 2008 - June 2013
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Visio, Testing, Healthcare Information..., HIPAA, Healthcare Management, Healthcare, Project Management, Data Analysis, SharePoint, Management, Documentation, Information Technology, Training, Mentoring, Program Management, Project Planning, Microsoft Project, Software Project..., Project Estimation, Project Coordination, Project Delivery
Education
University of Houston 1988 — 1993
Bachelor of Science (BS), Computer Science, 3.2
Josh Aizicowitz Josh Aizicowitz's Invesco Experience October 2007 - May 2009
Job APA
Industry Commercial Real Estate
Experience
Titan York Realty Corporation, Brokerage October 2014 - Present
Future Steel Buildings March 2014 - June 2014
CottageCountry.com August 2013 - March 2014
Elavon, Inc. April 2013 - August 2013
a.p.i. Monitoring August 2009 - April 2013
Invesco October 2007 - May 2009
Skills
Account Management, New Business Development, Customer Service, Sales, Negotiation, Customer Satisfaction, Team Building, Direct Sales, Strategic Planning, Security, Sales Process, Business Development, Key Account Management, Microsoft Office, Sales Operations, Call Centers
Education
University of Guelph 2002 — 2006
Bachelor of Commerce (B.Com.), Hotel and Food Administration
Canadian Securities Institute
Canadian Securities Course
Titan York Realty Corporation, Brokerage October 2014 - Present
Future Steel Buildings March 2014 - June 2014
CottageCountry.com August 2013 - March 2014
Elavon, Inc. April 2013 - August 2013
a.p.i. Monitoring August 2009 - April 2013
Invesco October 2007 - May 2009
Skills
Account Management, New Business Development, Customer Service, Sales, Negotiation, Customer Satisfaction, Team Building, Direct Sales, Strategic Planning, Security, Sales Process, Business Development, Key Account Management, Microsoft Office, Sales Operations, Call Centers
Education
University of Guelph 2002 — 2006
Bachelor of Commerce (B.Com.), Hotel and Food Administration
Canadian Securities Institute
Canadian Securities Course
Tyler Cooks's Invesco Experience January 2014 - August 2014
Job Commodities Markets Auditor II at Ernst & Young LLP
Industry Accounting
Experience
Ernst & Young September 2014 - Present
Invesco January 2014 - August 2014
Sweetwater Pools, Inc. May 2008 - May 2014
Ernst & Young June 2013 - August 2013
Ernst & Young January 2013 - March 2013
University of Houston August 2010 - May 2012
Ernst & Young June 2011 - July 2011
Skills
Microsoft Office, Microsoft Dynamics, Peachtree, Accounting, GAMx, QuickBooks, Financial Accounting, US GAAP, Account Reconciliation, Auditing, Financial Reporting, GAAP, Data Entry, Sarbanes-Oxley Act, Accounts Payable, Access, CPA, Financial Statements
Education
University of Houston 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, Cum Laude
Westside High School
Ernst & Young September 2014 - Present
Invesco January 2014 - August 2014
Sweetwater Pools, Inc. May 2008 - May 2014
Ernst & Young June 2013 - August 2013
Ernst & Young January 2013 - March 2013
University of Houston August 2010 - May 2012
Ernst & Young June 2011 - July 2011
Skills
Microsoft Office, Microsoft Dynamics, Peachtree, Accounting, GAMx, QuickBooks, Financial Accounting, US GAAP, Account Reconciliation, Auditing, Financial Reporting, GAAP, Data Entry, Sarbanes-Oxley Act, Accounts Payable, Access, CPA, Financial Statements
Education
University of Houston 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, Cum Laude
Westside High School
Jeffery Roesler Jeffery Roesler's Invesco Experience June 2004 - January 2012
Job IT Analyst at Cameron
Industry Oil & Energy
Experience
Cameron February 2013 - Present
Invesco June 2004 - January 2012
Hess Corporation 2012 - 2012
Hewlett-Packard 1999 - 2004
Skills
Information Technology, Operations Management, Blackberry Enterprise..., Cisco Phone..., MS Windows 7..., MS Office 2010..., Troubleshooting, Windows 7, Technical Support, Disaster Recovery, Cisco Technologies, Integration, SharePoint, Software Installation
Education
The University of Texas at Austin 1989 — 1993
Bachelor's degree, Political Science and Government
University of Texas 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Cameron February 2013 - Present
Invesco June 2004 - January 2012
Hess Corporation 2012 - 2012
Hewlett-Packard 1999 - 2004
Skills
Information Technology, Operations Management, Blackberry Enterprise..., Cisco Phone..., MS Windows 7..., MS Office 2010..., Troubleshooting, Windows 7, Technical Support, Disaster Recovery, Cisco Technologies, Integration, SharePoint, Software Installation
Education
The University of Texas at Austin 1989 — 1993
Bachelor's degree, Political Science and Government
University of Texas 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
John R. Bellack John R. Bellack's Invesco Experience November 1997 - February 2006
Job CoPresident and Chief Investment Officer at JB Matteson, Inc.
Industry Real Estate
Experience
JB Matteson, Inc. March 2006 - Present
Invesco November 1997 - February 2006
Pacific Life February 1996 - October 1997
RREEF May 1989 - February 1996
Morgan Stanley 1983 - 1986
Skills
Investments, Portfolio Management, Real Estate Investment, Real Estate Finance, Change Management, Real Estate Economics, Investment Properties, Due Diligence, Valuation, Asset Managment, Asset Management, Disposition, Brokerage, Real Estate Development, Leases, Corporate Real Estate, Commercial Real Estate, Real Estate, Property Management, Real Estate Financing, Real Estate Transactions, Investors, Tenant, Acquisitions, Location Intelligence, Finance
Education
University of California, Los Angeles - The Anderson School of Management 1987 — 1989
M.B.A., Business
Yale University 1979 — 1983
B.A., Economics
JB Matteson, Inc. March 2006 - Present
Invesco November 1997 - February 2006
Pacific Life February 1996 - October 1997
RREEF May 1989 - February 1996
Morgan Stanley 1983 - 1986
Skills
Investments, Portfolio Management, Real Estate Investment, Real Estate Finance, Change Management, Real Estate Economics, Investment Properties, Due Diligence, Valuation, Asset Managment, Asset Management, Disposition, Brokerage, Real Estate Development, Leases, Corporate Real Estate, Commercial Real Estate, Real Estate, Property Management, Real Estate Financing, Real Estate Transactions, Investors, Tenant, Acquisitions, Location Intelligence, Finance
Education
University of California, Los Angeles - The Anderson School of Management 1987 — 1989
M.B.A., Business
Yale University 1979 — 1983
B.A., Economics
Nilou Ipaktchi Nilou Ipaktchi's Invesco Experience January 1996 - May 1999
Job Marketing Operations Supervisor
Industry Biotechnology
Experience
Tria Beauty March 2009 - Present
Fidelity Capital Funding March 2003 - February 2009
Merrill Lynch June 1999 - December 2001
Invesco January 1996 - May 1999
Skills
Project Management, Management, Team Building, Leadership, Customer Service, Financial Analysis, Strategic Planning, Account Management, SharePoint, Hybris, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Analysis, Team Leadership, MS office applications,..., Microsoft CRM, CyberSource, Strategy, Training
Education
University of Colorado Denver 1989 — 1994
Bachelor, Biology
University of Colorado Denver
Bachelor of Science (BS), Biology/Biological Sciences, General
Tria Beauty March 2009 - Present
Fidelity Capital Funding March 2003 - February 2009
Merrill Lynch June 1999 - December 2001
Invesco January 1996 - May 1999
Skills
Project Management, Management, Team Building, Leadership, Customer Service, Financial Analysis, Strategic Planning, Account Management, SharePoint, Hybris, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Analysis, Team Leadership, MS office applications,..., Microsoft CRM, CyberSource, Strategy, Training
Education
University of Colorado Denver 1989 — 1994
Bachelor, Biology
University of Colorado Denver
Bachelor of Science (BS), Biology/Biological Sciences, General
Brodie Cooper Brodie Cooper's Invesco Experience February 2002 - March 2012
Job Executive Director at Blast & Cast Men's Ministries
Industry Construction
Experience
Blast & Cast Men's Ministries January 2015 - Present
Sequoia Golf Management January 2014 - December 2014
Blast & Cast Men's Ministries 2003 - December 2014
Baytown Ace Machine March 2012 - July 2013
Invesco February 2002 - March 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, E2, DST, Purchasing, Purchase Orders, Purchasing Negotiation, Sales, Management, Project Management, Team Leadership, PowerPoint, Public Speaking, Procurement, Logistics, Non-profit Leadership, Non-profit..., Fundraising, Mutual Funds, Cost Control, Vendor Relationships, Organizational Design, Organizational..., Budgets, Time Management, Negotiation, Policy, Recruiting
Education
University of Houston 1997 — 2002
Bachelor of Science (BS), Economics
Blast & Cast Men's Ministries January 2015 - Present
Sequoia Golf Management January 2014 - December 2014
Blast & Cast Men's Ministries 2003 - December 2014
Baytown Ace Machine March 2012 - July 2013
Invesco February 2002 - March 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, E2, DST, Purchasing, Purchase Orders, Purchasing Negotiation, Sales, Management, Project Management, Team Leadership, PowerPoint, Public Speaking, Procurement, Logistics, Non-profit Leadership, Non-profit..., Fundraising, Mutual Funds, Cost Control, Vendor Relationships, Organizational Design, Organizational..., Budgets, Time Management, Negotiation, Policy, Recruiting
Education
University of Houston 1997 — 2002
Bachelor of Science (BS), Economics
Lynn Vaughan Davey Lynn Vaughan Davey's Invesco Experience July 2013 - Present
Job Asst. Director Accounting Policy at Invesco
Industry Accounting
Experience
Invesco July 2013 - Present
CDC Software October 2011 - June 2013
Global Aviation Holdings October 2010 - August 2011
PwC September 2004 - October 2010
Education
University of South Africa/Universiteit van Suid-Afrika 1994 — 1995
B. Compt. Hons., Accounting
University of Cape Town 1990 — 1993
B.Comm., Accounting
Invesco July 2013 - Present
CDC Software October 2011 - June 2013
Global Aviation Holdings October 2010 - August 2011
PwC September 2004 - October 2010
Education
University of South Africa/Universiteit van Suid-Afrika 1994 — 1995
B. Compt. Hons., Accounting
University of Cape Town 1990 — 1993
B.Comm., Accounting
Nasser Chaudhry, MBA, SAP FICO Nasser Chaudhry, MBA, SAP FICO's Invesco Experience March 2010 - December 2010
Job Customer Care Advisor at IHS
Industry Banking
Experience
IHS March 2014 - Present
IHS March 2012 - March 2014
Thomson Reuters May 2011 - November 2012
Invesco March 2010 - December 2010
Wilmington Trust February 2008 - February 2010
Bank of New York Mellon September 2007 - February 2008
Hilliard Lyons March 2006 - June 2007
Morgan Stanley Smith Barney May 2005 - January 2006
Scottrade May 2004 - February 2005
GE Energy Financial Services March 2003 - December 2003
Skills
Training & Development, Oil & Gas Exploration, Oil & Gas Industry, Energy, Portfolio Management, Business Analysis, SAP R/3, Finance, Strategic Financial..., Training, Access, Financial Reporting, Microsoft Office, Business Process, Investment Advisory, Alternative Investments, Resource Management, Tax Preparation, Financial Planning, Marketing Communications, Bloomberg Terminal, Reuters, XBRL, HTML, Listening Skills, Proactivity, Cost Efficiency, Taxonomy, SEC compliance, Regulatory Requirements, Natural Gas, Company Valuation, Project Management, Strategy, CRM
Education
University of tulsa 2014 — 2016
Master of Energy Business, Energy
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Executive Energy Certificate Program, Energy
Wilmington College 2008 — 2010
MBA, Finance
Wilmington University, Delaware 2008 — 2010
MBA, Finance
Indiana University 1999 — 2005
Bachelor of Science, Finance
New Albany High School 1997 — 1999
HS Diploma, Accounting
IHS March 2014 - Present
IHS March 2012 - March 2014
Thomson Reuters May 2011 - November 2012
Invesco March 2010 - December 2010
Wilmington Trust February 2008 - February 2010
Bank of New York Mellon September 2007 - February 2008
Hilliard Lyons March 2006 - June 2007
Morgan Stanley Smith Barney May 2005 - January 2006
Scottrade May 2004 - February 2005
GE Energy Financial Services March 2003 - December 2003
Skills
Training & Development, Oil & Gas Exploration, Oil & Gas Industry, Energy, Portfolio Management, Business Analysis, SAP R/3, Finance, Strategic Financial..., Training, Access, Financial Reporting, Microsoft Office, Business Process, Investment Advisory, Alternative Investments, Resource Management, Tax Preparation, Financial Planning, Marketing Communications, Bloomberg Terminal, Reuters, XBRL, HTML, Listening Skills, Proactivity, Cost Efficiency, Taxonomy, SEC compliance, Regulatory Requirements, Natural Gas, Company Valuation, Project Management, Strategy, CRM
Education
University of tulsa 2014 — 2016
Master of Energy Business, Energy
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Executive Energy Certificate Program, Energy
Wilmington College 2008 — 2010
MBA, Finance
Wilmington University, Delaware 2008 — 2010
MBA, Finance
Indiana University 1999 — 2005
Bachelor of Science, Finance
New Albany High School 1997 — 1999
HS Diploma, Accounting
Daisy Dix's Invesco Experience March 2000 - October 2004
Job Foreign Service Officer at U.S. Department of State
Industry Financial Services
Experience
U.S. Department of State February 2010 - Present
Parker Task Force June 2009 - January 2010
Western Union November 2004 - December 2008
INVESCO March 2000 - October 2004
Peace Corps September 1998 - January 2000
Skills
Diplomacy, Economic Reporting, Financial Analysis, Financial Modeling, Finance, Portfolio Management, Federal Grants..., Energy Sector Analysis, Entrepreneurship, Trade Operations, Strategic Planning, Corporate Finance, Equities, Forecasting, Investments, Leadership, Financial Reporting, Budgets, Research
Education
University of Denver - Daniels College of Business 2001 — 2004
MBA, Finance Specialization
University of Colorado Boulder - Leeds School of Business 1994 — 1998
BS, International Business, Finance
U.S. Department of State February 2010 - Present
Parker Task Force June 2009 - January 2010
Western Union November 2004 - December 2008
INVESCO March 2000 - October 2004
Peace Corps September 1998 - January 2000
Skills
Diplomacy, Economic Reporting, Financial Analysis, Financial Modeling, Finance, Portfolio Management, Federal Grants..., Energy Sector Analysis, Entrepreneurship, Trade Operations, Strategic Planning, Corporate Finance, Equities, Forecasting, Investments, Leadership, Financial Reporting, Budgets, Research
Education
University of Denver - Daniels College of Business 2001 — 2004
MBA, Finance Specialization
University of Colorado Boulder - Leeds School of Business 1994 — 1998
BS, International Business, Finance
Tom Wicorek's Invesco Experience April 2014 - Present
Job IT Management Consultant at Invesco
Industry Retail
Experience
Invesco April 2014 - Present
PeopleNet May 2011 - February 2014
ACS March 2008 - May 2011
Home Depot September 2006 - March 2008
eDiets October 2005 - September 2006
Sapient February 2005 - October 2005
Elite Systems January 2004 - December 2004
Publix Direct 1999 - 2003
Publix Super Markets 1990 - 1999
Skills
SDLC, Agile Methodologies, Software Development, Software Project..., SOA, Microsoft SQL Server, Integration, SQL, Enterprise Software, Enterprise Architecture, Requirements Analysis, Agile Project Management, Solution Architecture, Business Analysis, IT Strategy, Scrum, Web Services, Business Intelligence, Vendor Management, Web Applications, C#, .NET, XML, SaaS, Data Warehousing, Architectures, E-commerce, Visual Studio, Leadership, Cloud Computing, Java Enterprise Edition, Requirements Gathering, JavaScript, Databases, SharePoint, IT Management, Project Management, Process Improvement, Strategy, Program Management, Management
Education
University of Central Florida 1986 — 1990
BS, Computer Science
Invesco April 2014 - Present
PeopleNet May 2011 - February 2014
ACS March 2008 - May 2011
Home Depot September 2006 - March 2008
eDiets October 2005 - September 2006
Sapient February 2005 - October 2005
Elite Systems January 2004 - December 2004
Publix Direct 1999 - 2003
Publix Super Markets 1990 - 1999
Skills
SDLC, Agile Methodologies, Software Development, Software Project..., SOA, Microsoft SQL Server, Integration, SQL, Enterprise Software, Enterprise Architecture, Requirements Analysis, Agile Project Management, Solution Architecture, Business Analysis, IT Strategy, Scrum, Web Services, Business Intelligence, Vendor Management, Web Applications, C#, .NET, XML, SaaS, Data Warehousing, Architectures, E-commerce, Visual Studio, Leadership, Cloud Computing, Java Enterprise Edition, Requirements Gathering, JavaScript, Databases, SharePoint, IT Management, Project Management, Process Improvement, Strategy, Program Management, Management
Education
University of Central Florida 1986 — 1990
BS, Computer Science
Michelle Metzger's Invesco Experience January 2014 - Present
Job Client Service Representative at Invesco
Industry Financial Services
Experience
Invesco January 2014 - Present
Smart911 February 2013 - November 2013
The Gardner School January 2012 - February 2013
Infinite Eudaimonia January 2010 - 2013
Timberline Learning Center August 2010 - April 2011
Skills
Computer Proficiency, Communication, Fundraisers, Education, Marketing, Creativity, Always Punctual, Organization, Time Management, Event Planning, PowerPoint, Leadership, Social Networking, Public Speaking, Microsoft Office, Customer Service, Spanish
Education
University of Alabama 2005 — 2009
Bachelors, International Marketing
Capstone International Academic Programs- University of Alabama 2008 — 2008
International marketing, Spanish
Consortium of Universities for International Studies 2008 — 2008
International Business
Houston Christian
Invesco January 2014 - Present
Smart911 February 2013 - November 2013
The Gardner School January 2012 - February 2013
Infinite Eudaimonia January 2010 - 2013
Timberline Learning Center August 2010 - April 2011
Skills
Computer Proficiency, Communication, Fundraisers, Education, Marketing, Creativity, Always Punctual, Organization, Time Management, Event Planning, PowerPoint, Leadership, Social Networking, Public Speaking, Microsoft Office, Customer Service, Spanish
Education
University of Alabama 2005 — 2009
Bachelors, International Marketing
Capstone International Academic Programs- University of Alabama 2008 — 2008
International marketing, Spanish
Consortium of Universities for International Studies 2008 — 2008
International Business
Houston Christian
Paul Leptocaridis Paul Leptocaridis's Invesco Experience November 2013 - August 2014
Job B.Comm. University of Guelph, College of Business and Economics
Industry Investment Management
Experience
Invesco November 2013 - August 2014
Ithaca Greek Cuisine August 2007 - August 2013
Petite Maison Montessori June 2010 - August 2010
Skills
Research, Teamwork, PowerPoint, French, Process Scheduler
Education
University of Guelph 2009 — 2013
Bachelor of Commerce (B.Com.), Management Economics and Finance (MEF)
Leaside High School 2005 — 2009
French immersion
Invesco November 2013 - August 2014
Ithaca Greek Cuisine August 2007 - August 2013
Petite Maison Montessori June 2010 - August 2010
Skills
Research, Teamwork, PowerPoint, French, Process Scheduler
Education
University of Guelph 2009 — 2013
Bachelor of Commerce (B.Com.), Management Economics and Finance (MEF)
Leaside High School 2005 — 2009
French immersion
Kenneth DiCesare Kenneth DiCesare's Invesco Experience December 2012 - Present
Job Sr. Oracle Apps DBA at Invesco
Industry Financial Services
Experience
Invesco December 2012 - Present
Enterprise Products August 2012 - November 2012
Swift Energy Company November 2008 - August 2012
Puffer-Sweiven (International Flow Services, LP) December 2005 - November 2008
Deloitte Consulting June 2003 - December 2005
BearingPoint December 2000 - June 2003
Andersen Business Consulting 1995 - 2000
Skills
Oracle Applications, Oracle Discoverer, ERP, Oracle, Oracle E-Business Suite, Business Intelligence, Business Process, Data Migration, Database Administration, ERP Implementations, Financials, OBIEE, Oracle HR, PL/SQL, Requirements Analysis
Education
University of Houston 1989 — 1995
BBA - MIS, MIS
Invesco December 2012 - Present
Enterprise Products August 2012 - November 2012
Swift Energy Company November 2008 - August 2012
Puffer-Sweiven (International Flow Services, LP) December 2005 - November 2008
Deloitte Consulting June 2003 - December 2005
BearingPoint December 2000 - June 2003
Andersen Business Consulting 1995 - 2000
Skills
Oracle Applications, Oracle Discoverer, ERP, Oracle, Oracle E-Business Suite, Business Intelligence, Business Process, Data Migration, Database Administration, ERP Implementations, Financials, OBIEE, Oracle HR, PL/SQL, Requirements Analysis
Education
University of Houston 1989 — 1995
BBA - MIS, MIS
Angela Rickey Angela Rickey's Invesco Experience 2005 - 2007
Job Senior Accountant at Stewart Title
Industry Accounting
Experience
Stewart Title June 2009 - Present
Deloitte Services LP June 2007 - May 2009
INVESCO 2005 - 2007
AIM INVESTMENTS 1998 - 2005
Skills
Financial Reporting, Excel, Bloomberg, Reconciliation, Analysis, Account Reconciliation, Microsoft Excel, Financial Accounting, Financial Analysis, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Tax, Accounting, Finance, Auditing, Due Diligence
Education
University of Houston 1994 — 1998
Bachelor in Business Administration, Finance
Elsik High School 1990 — 1994
Stewart Title June 2009 - Present
Deloitte Services LP June 2007 - May 2009
INVESCO 2005 - 2007
AIM INVESTMENTS 1998 - 2005
Skills
Financial Reporting, Excel, Bloomberg, Reconciliation, Analysis, Account Reconciliation, Microsoft Excel, Financial Accounting, Financial Analysis, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Tax, Accounting, Finance, Auditing, Due Diligence
Education
University of Houston 1994 — 1998
Bachelor in Business Administration, Finance
Elsik High School 1990 — 1994
Lorenzo Murillo's Invesco Experience 1995 - 2002
Job U18 Boys Head Coach at Deltona Youth Soccer Club
Industry Sports
Experience
Deltona Youth Soccer Club July 2015 - Present
Maitland Soccer Club August 2014 - May 2015
Barcelona Sporting Club June 2012 - February 2013
FC America June 2007 - May 2008
Seminole High School August 2006 - February 2008
Seminole High School August 2005 - February 2006
Organge County Strikers January 2003 - June 2003
Academia de Fútbol "Los Peladitos" April 1999 - December 2002
Invesco 1995 - 2002
Skills
Sports, Conditioning, Strength, Public Speaking, Fitness Training, Fitness, Coaching, Athletes, Strength Training, Soccer, Personal Training, Operant Conditioning, Athletics, Weight Training, Agility, Exercise Physiology, Sports Coaching, Sports Management, Sports Psychology, Strength & Conditioning, Football
Education
University of Central Florida 2006 — 2008
BS in Sports & Fitness, Physical Education Teaching and Coaching
United States Soccer Federation 2003 — 2003
National "B" License, Soccer
Deltona Youth Soccer Club July 2015 - Present
Maitland Soccer Club August 2014 - May 2015
Barcelona Sporting Club June 2012 - February 2013
FC America June 2007 - May 2008
Seminole High School August 2006 - February 2008
Seminole High School August 2005 - February 2006
Organge County Strikers January 2003 - June 2003
Academia de Fútbol "Los Peladitos" April 1999 - December 2002
Invesco 1995 - 2002
Skills
Sports, Conditioning, Strength, Public Speaking, Fitness Training, Fitness, Coaching, Athletes, Strength Training, Soccer, Personal Training, Operant Conditioning, Athletics, Weight Training, Agility, Exercise Physiology, Sports Coaching, Sports Management, Sports Psychology, Strength & Conditioning, Football
Education
University of Central Florida 2006 — 2008
BS in Sports & Fitness, Physical Education Teaching and Coaching
United States Soccer Federation 2003 — 2003
National "B" License, Soccer
Fola Akinsanmi Fola Akinsanmi's Invesco Experience 2012 - Present
Job Corporate Strategy at Invesco
Industry Investment Management
Experience
Invesco 2012 - Present
The Boston Consulting Group 2010 - 2012
Microsoft Corporation 2002 - 2009
Citi 1997 - 2000
Skills
Management Consulting, Business Strategy, Product Development, Product Management, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance & Entrepreneurial Management
The University of Texas at El Paso 2000 — 2002
MS, Computer Science, 4.0 / 4.0
University of Lagos 1991 — 1997
B. Sc., Computer Science, First Class Honors
Invesco 2012 - Present
The Boston Consulting Group 2010 - 2012
Microsoft Corporation 2002 - 2009
Citi 1997 - 2000
Skills
Management Consulting, Business Strategy, Product Development, Product Management, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance & Entrepreneurial Management
The University of Texas at El Paso 2000 — 2002
MS, Computer Science, 4.0 / 4.0
University of Lagos 1991 — 1997
B. Sc., Computer Science, First Class Honors
J. G. Lallande J. G. Lallande's Invesco Experience January 2006 - September 2010
Job AVP & Counsel at Pacific Life
Industry Investment Management
Experience
Pacific Life October 2010 - Present
Invesco January 2006 - September 2010
Invesco Aim January 2005 - January 2006
Invesco Aim May 2001 - January 2005
Invesco Aim September 1998 - May 2001
Skills
Mutual Funds, Securities, FINRA, Securities Regulation, Hedge Funds, Investments, Alternative Investments, Investment Advisory, Asset Managment, Fixed Income, Investment Strategies, Equities, Asset Management, Private Equity, Investment Management, Financial Services, Financial Advisory, AML
Education
University of Houston Law Center 2001 — 2005
Juris Doctor
University of California, Davis 1996 — 1998
Bachelor of Arts, Political Science
Davis High School 1986 — 1988
Pacific Life October 2010 - Present
Invesco January 2006 - September 2010
Invesco Aim January 2005 - January 2006
Invesco Aim May 2001 - January 2005
Invesco Aim September 1998 - May 2001
Skills
Mutual Funds, Securities, FINRA, Securities Regulation, Hedge Funds, Investments, Alternative Investments, Investment Advisory, Asset Managment, Fixed Income, Investment Strategies, Equities, Asset Management, Private Equity, Investment Management, Financial Services, Financial Advisory, AML
Education
University of Houston Law Center 2001 — 2005
Juris Doctor
University of California, Davis 1996 — 1998
Bachelor of Arts, Political Science
Davis High School 1986 — 1988
Cristi (Howard) Wente Cristi (Howard) Wente's Invesco Experience May 2005 - December 2006
Job Marketing Programs Manager | Marketing Automation | Demand Generation | Lead Nurturing | Eloqua Master
Industry Computer Software
Experience
CIGNA May 2013 - Present
BMC Software January 2012 - April 2013
BMC Software June 2010 - January 2012
BMC Software May 2009 - June 2010
Stanford Financial Group / Stanford Trust Company December 2006 - March 2009
Invesco May 2005 - December 2006
Skills
Eloqua, Demand Generation, Marketing Operations, B2B Marketing, Database Marketing, Email Marketing, Digital Marketing, Online Marketing, Go-to-market Strategy, CRM, Marketing, Enterprise Software, Project Management, SEM, Strategic Partnerships, Analytics, Management, Program Management, Cross-functional Team..., B2B, Integrated Marketing, Copywriting, Campaigns, Product Launch, Market Research, SharePoint, Messaging, Account Management, Campaign Management, Strategy, Start-ups
Education
University of Houston 2003 — 2005
Bachelors of Business Administration, Marketing & Management
CIGNA May 2013 - Present
BMC Software January 2012 - April 2013
BMC Software June 2010 - January 2012
BMC Software May 2009 - June 2010
Stanford Financial Group / Stanford Trust Company December 2006 - March 2009
Invesco May 2005 - December 2006
Skills
Eloqua, Demand Generation, Marketing Operations, B2B Marketing, Database Marketing, Email Marketing, Digital Marketing, Online Marketing, Go-to-market Strategy, CRM, Marketing, Enterprise Software, Project Management, SEM, Strategic Partnerships, Analytics, Management, Program Management, Cross-functional Team..., B2B, Integrated Marketing, Copywriting, Campaigns, Product Launch, Market Research, SharePoint, Messaging, Account Management, Campaign Management, Strategy, Start-ups
Education
University of Houston 2003 — 2005
Bachelors of Business Administration, Marketing & Management
Matthew Marett Matthew Marett's Invesco Experience September 2010 - September 2011
Job Associate, Natural Gas Analyst at Castleton Commodities International
Industry Oil & Energy
Experience
Castleton Commodities International June 2014 - Present
MBM Advisors December 2011 - August 2013
Invesco September 2010 - September 2011
Physics Department, Superconductivity Research; University of Houston August 2009 - January 2010
Skills
Options, Investments, Commodity, Equities, Microsoft Excel, Hedging, Microsoft Office, Market Risk, Bloomberg, Quantitative Finance, Asset Managment, Risk Management, Portfolio Management, Quantitative Analytics, Hedge Funds, Options Strategies, Communication, Futures Trading, Financial Analysis, matlab, Liquidity Risk, Oil Analysis, Natural Gas Trading, Derivatives, Trading, Valuation, Financial Modeling, Swaps, Commodity Markets, Asset Allocation, Economics, Trading Systems, Monte Carlo Simulation, Financial Markets, Capital Markets, Fixed Income, Energy, Natural Gas, Financial Risk, Electronic Trading, Finance, Econometrics, R, Time Series Analysis, Energy Markets, Statistical Modeling, Trading Strategies, Bloomberg Terminal, VBA, C
Education
Rensselaer Polytechnic Institute 2013 — 2014
Master's Degree, Derivatives Research, 3.5
University of Houston 2008 — 2012
Honors College, Bachelor's degree, Finance, Alumni
Castleton Commodities International June 2014 - Present
MBM Advisors December 2011 - August 2013
Invesco September 2010 - September 2011
Physics Department, Superconductivity Research; University of Houston August 2009 - January 2010
Skills
Options, Investments, Commodity, Equities, Microsoft Excel, Hedging, Microsoft Office, Market Risk, Bloomberg, Quantitative Finance, Asset Managment, Risk Management, Portfolio Management, Quantitative Analytics, Hedge Funds, Options Strategies, Communication, Futures Trading, Financial Analysis, matlab, Liquidity Risk, Oil Analysis, Natural Gas Trading, Derivatives, Trading, Valuation, Financial Modeling, Swaps, Commodity Markets, Asset Allocation, Economics, Trading Systems, Monte Carlo Simulation, Financial Markets, Capital Markets, Fixed Income, Energy, Natural Gas, Financial Risk, Electronic Trading, Finance, Econometrics, R, Time Series Analysis, Energy Markets, Statistical Modeling, Trading Strategies, Bloomberg Terminal, VBA, C
Education
Rensselaer Polytechnic Institute 2013 — 2014
Master's Degree, Derivatives Research, 3.5
University of Houston 2008 — 2012
Honors College, Bachelor's degree, Finance, Alumni
Jennifer Dykes Jennifer Dykes's Invesco Experience June 2013 - August 2013
Job Auditor at Frazier and Deeter
Industry Accounting
Experience
Frazier & Deeter, LLC June 2015 - Present
Frazier & Deeter, LLC June 2014 - July 2014
Invesco June 2013 - August 2013
Peachtree Packaging May 2010 - August 2010
Skills
Microsoft Excel, QuickBooks, PowerPoint, Social Media, Teamwork, Time Management, Facebook, Customer Service, Public Speaking
Education
Georgia State University 2014 — 2015
Master's Degree, Accounting
University of Georgia - Terry College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Frazier & Deeter, LLC June 2015 - Present
Frazier & Deeter, LLC June 2014 - July 2014
Invesco June 2013 - August 2013
Peachtree Packaging May 2010 - August 2010
Skills
Microsoft Excel, QuickBooks, PowerPoint, Social Media, Teamwork, Time Management, Facebook, Customer Service, Public Speaking
Education
Georgia State University 2014 — 2015
Master's Degree, Accounting
University of Georgia - Terry College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Celina Koscinski Celina Koscinski's Invesco Experience 1997 - 2006
Job Client Relationship Manager and Supercuts Franchisee
Industry Financial Services
Experience
Adell, Harriman & Carpenter May 2008 - Present
Van Kampen Investments November 2006 - April 2008
Invesco 1997 - 2006
Skills
Management, Mutual Funds, Investments, Customer Service, Call Center, Bloomberg, Asset Allocation, Series 6, Call Centers, Financial Services, Finance, Analysis, Securities
Education
University of Houston 1988 — 1996
Bachelor of Science, Kinesiology
Adell, Harriman & Carpenter May 2008 - Present
Van Kampen Investments November 2006 - April 2008
Invesco 1997 - 2006
Skills
Management, Mutual Funds, Investments, Customer Service, Call Center, Bloomberg, Asset Allocation, Series 6, Call Centers, Financial Services, Finance, Analysis, Securities
Education
University of Houston 1988 — 1996
Bachelor of Science, Kinesiology
Andrew Kirkland CFP, CIM's Invesco Experience June 2009 - December 2012
Job Regional Vice President at Invesco Canada
Industry Financial Services
Experience
Invesco Canada December 2012 - Present
Invesco June 2009 - December 2012
Invesco Trimark June 2005 - July 2009
Skills
Mutual Funds, Investments, Financial Planners, Finance, Financial Advisory, Investment Advisory, Wealth Management, Retirement Planning, Securities, Strategic Financial..., Asset Managment, Portfolio Management, Estate Planning, Financial Services, Critical Illness, Disability Insurance, Retirement, Fixed Annuities, Fixed Income, Investment Strategies, Asset Allocation, Asset Management, Investment Management, ETFs, Alternative Investments, Wealth, Personal Financial..., Relationship Management, High Net Worth..., Wealth Management..., Financial Planning
Education
University of Guelph 2002 — 2006
Business Adminstration, Finance
Invesco Canada December 2012 - Present
Invesco June 2009 - December 2012
Invesco Trimark June 2005 - July 2009
Skills
Mutual Funds, Investments, Financial Planners, Finance, Financial Advisory, Investment Advisory, Wealth Management, Retirement Planning, Securities, Strategic Financial..., Asset Managment, Portfolio Management, Estate Planning, Financial Services, Critical Illness, Disability Insurance, Retirement, Fixed Annuities, Fixed Income, Investment Strategies, Asset Allocation, Asset Management, Investment Management, ETFs, Alternative Investments, Wealth, Personal Financial..., Relationship Management, High Net Worth..., Wealth Management..., Financial Planning
Education
University of Guelph 2002 — 2006
Business Adminstration, Finance
Michael J. Worden Michael J. Worden's Invesco Experience March 1992 - October 1994
Job Engineering Fellow, Cyber Security Lead, App Developer
Industry Defense & Space
Experience
Raytheon September 2011 - Present
Worden Enterprises LLC July 2012 - Present
Raytheon February 2008 - September 2011
Raytheon January 2005 - February 2008
Raytheon 2002 - 2005
Goldman Sachs October 1998 - December 2001
Goldman Sachs October 1995 - October 1998
RMS Technologies November 1994 - October 1995
INVESCO March 1992 - October 1994
US Army October 1981 - January 1992
Skills
Security, CISSP, Engineering, Network Security, CEH, Information Security..., Information Assurance, Vulnerability Assessment, C++, DIACAP, ISSAP, ISSMP, ISSEP, Information Security, Penetration Testing, Program Management, Security Clearance, Systems Engineering, Vulnerability Management, Cryptography, Computer Security
Education
University of Denver 2005 — 2008
MCIS, Information Security
United States Military Academy at West Point 1985 — 1989
Bachelor of Science (B.S.), Computer Science
Raytheon September 2011 - Present
Worden Enterprises LLC July 2012 - Present
Raytheon February 2008 - September 2011
Raytheon January 2005 - February 2008
Raytheon 2002 - 2005
Goldman Sachs October 1998 - December 2001
Goldman Sachs October 1995 - October 1998
RMS Technologies November 1994 - October 1995
INVESCO March 1992 - October 1994
US Army October 1981 - January 1992
Skills
Security, CISSP, Engineering, Network Security, CEH, Information Security..., Information Assurance, Vulnerability Assessment, C++, DIACAP, ISSAP, ISSMP, ISSEP, Information Security, Penetration Testing, Program Management, Security Clearance, Systems Engineering, Vulnerability Management, Cryptography, Computer Security
Education
University of Denver 2005 — 2008
MCIS, Information Security
United States Military Academy at West Point 1985 — 1989
Bachelor of Science (B.S.), Computer Science
Diego Cervantes's Invesco Experience July 2013 - 2015
Job JD Candidate at the University of Texas School of Law
Industry Law Practice
Experience
Akin Gump Strauss Hauer & Feld LLP May 2015 - August 2015
The Honors College at the University of Houston September 2013 - May 2015
Invesco July 2013 - 2015
University of Houston Writing Center January 2013 - May 2013
El Gato Media Network September 2011 - May 2013
The Honors College at the University of Houston January 2012 - December 2012
The University of Houston October 2011 - May 2012
LSC-North Harris Latin American Student Organization January 2010 - December 2011
LSC-North Harris Honors Student Organization August 2010 - May 2011
North Star News May 2010 - May 2011
Skills
Editing, Journalism, International Relations, Social Media, Politics, Research, Blogging, Public Relations, Copy Editing, Public Speaking, Political Science, Media Relations, Leadership, Microsoft Office, Community Outreach, Economics, Interviews, PowerPoint, Higher Education, Program Development, Illustrator, Microsoft Word, Teaching, Microsoft Excel, Nonprofits, Event Planning
Education
The University of Texas School of Law 2015 — 2018
Doctor of Law (J.D.)
University of Houston 2011 — 2013
Bachelor of Science (B.S.), Economics, 3.4
Lone Star College-North Harris 2009 — 2011
Associate of Arts (A.A.), Business/Commerce, General, 3.9
Akin Gump Strauss Hauer & Feld LLP May 2015 - August 2015
The Honors College at the University of Houston September 2013 - May 2015
Invesco July 2013 - 2015
University of Houston Writing Center January 2013 - May 2013
El Gato Media Network September 2011 - May 2013
The Honors College at the University of Houston January 2012 - December 2012
The University of Houston October 2011 - May 2012
LSC-North Harris Latin American Student Organization January 2010 - December 2011
LSC-North Harris Honors Student Organization August 2010 - May 2011
North Star News May 2010 - May 2011
Skills
Editing, Journalism, International Relations, Social Media, Politics, Research, Blogging, Public Relations, Copy Editing, Public Speaking, Political Science, Media Relations, Leadership, Microsoft Office, Community Outreach, Economics, Interviews, PowerPoint, Higher Education, Program Development, Illustrator, Microsoft Word, Teaching, Microsoft Excel, Nonprofits, Event Planning
Education
The University of Texas School of Law 2015 — 2018
Doctor of Law (J.D.)
University of Houston 2011 — 2013
Bachelor of Science (B.S.), Economics, 3.4
Lone Star College-North Harris 2009 — 2011
Associate of Arts (A.A.), Business/Commerce, General, 3.9
Edwin Silveira's Invesco Experience 1900 - 1900
Job Senior IT Integrator at Texas Children's Hospital
Industry Investment Management
Experience
Texas Children's Hospital 1900 - Present
INVESCO 1900 - 1900
AIG American General 1900 - 1900
Skills
SQL, SSRS, Web Development, C#
Education
University of Houston
BS
Texas Children's Hospital 1900 - Present
INVESCO 1900 - 1900
AIG American General 1900 - 1900
Skills
SQL, SSRS, Web Development, C#
Education
University of Houston
BS
Doug Huffman's Invesco Experience 1997 - 2004
Job Assistant Vice President Software Delivery
Industry Computer Software
Experience
Oppenheimerfunds, Inc 2008 - Present
Oppenheimer Funds June 2006 - Present
Jeppesen 2005 - 2007
Jeppesen 2005 - 2007
INVESCO Funds Group 1997 - 2004
INVESCO 1997 - 2004
Skills
Requirements Analysis, Vendor Management, SDLC, Software Development, Process Improvement, Agile Methodologies, Business Analysis, Quality Assurance, Agile Project Management, Mutual Funds, PMP, Leadership, Software Project..., SharePoint, Business Intelligence, Series 7, Relationship Management, Requirements Gathering, Risk Management, Visio
Education
University of Colorado at Boulder 1984 — 1988
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Oppenheimerfunds, Inc 2008 - Present
Oppenheimer Funds June 2006 - Present
Jeppesen 2005 - 2007
Jeppesen 2005 - 2007
INVESCO Funds Group 1997 - 2004
INVESCO 1997 - 2004
Skills
Requirements Analysis, Vendor Management, SDLC, Software Development, Process Improvement, Agile Methodologies, Business Analysis, Quality Assurance, Agile Project Management, Mutual Funds, PMP, Leadership, Software Project..., SharePoint, Business Intelligence, Series 7, Relationship Management, Requirements Gathering, Risk Management, Visio
Education
University of Colorado at Boulder 1984 — 1988
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Jack Warner's Invesco Experience January 2001 - December 2008
Job Head of Sales Operations at Kabbage, Inc
Industry Information Technology and Services
Experience
Kabbage, Inc August 2015 - Present
E*TRADE Financial Corporation August 2014 - August 2015
FIS (Fidelity Information Services) January 2009 - July 2014
Invesco January 2001 - December 2008
University of Phoenix 2003 - 2005
Schwab Institutional 1997 - 1999
Skills
Sales Management, Operations Management, Team Leadership, Team Management, Cross-functional Team..., Sales Operations, Sales Process, Sales Presentations, Marketing, Marketing Communications, Marketing Strategy, Event Planning, Strategy, Project Planning, Executive Reporting, Reporting & Analysis, Data Analysis, Analytics, Marketing Analytics, Market Analysis, Competitive Analysis, Big Data, Data Mining, Data Management, Business Analysis, Google Analytics, SQL, Crystal Reports, Tableau, Access, Microsoft Excel, Cognos, Business Objects, CRM, CRM Integration, CRM databases, Salesforce.com, Microsoft CRM, Siebel, Oracle CRM, Oracle, Sage CRM, ACT CRM, SharePoint, PowerPoint, Microsoft Word, Communication Skills, Requirements Analysis, Functional Requirements, Systems Analysis
Education
University of Florida 1990 — 1994
BS, Economics
University of Phoenix
MBA, Business
Kabbage, Inc August 2015 - Present
E*TRADE Financial Corporation August 2014 - August 2015
FIS (Fidelity Information Services) January 2009 - July 2014
Invesco January 2001 - December 2008
University of Phoenix 2003 - 2005
Schwab Institutional 1997 - 1999
Skills
Sales Management, Operations Management, Team Leadership, Team Management, Cross-functional Team..., Sales Operations, Sales Process, Sales Presentations, Marketing, Marketing Communications, Marketing Strategy, Event Planning, Strategy, Project Planning, Executive Reporting, Reporting & Analysis, Data Analysis, Analytics, Marketing Analytics, Market Analysis, Competitive Analysis, Big Data, Data Mining, Data Management, Business Analysis, Google Analytics, SQL, Crystal Reports, Tableau, Access, Microsoft Excel, Cognos, Business Objects, CRM, CRM Integration, CRM databases, Salesforce.com, Microsoft CRM, Siebel, Oracle CRM, Oracle, Sage CRM, ACT CRM, SharePoint, PowerPoint, Microsoft Word, Communication Skills, Requirements Analysis, Functional Requirements, Systems Analysis
Education
University of Florida 1990 — 1994
BS, Economics
University of Phoenix
MBA, Business
Connie Porter, PMP's Invesco Experience April 1995 - Present
Job Sr. Programmer/Systems Analyst/PMP at Invesco US
Industry Financial Services
Experience
Invesco US January 2013 - Present
Invesco April 1995 - Present
Skills
SDLC, Requirements Analysis, Requirements Gathering, Business Analysis, Equities, Vendor Management, Software Project..., Financial Services, Process Improvement, Integration, SharePoint, SQL, Trading Systems, Back Office, Microsoft SQL Server, Business Process, Analysis, Unix, PMP, Portia, Software Documentation, Solution Architecture, Oracle
Education
University of Houston 1988 — 1991
Invesco US January 2013 - Present
Invesco April 1995 - Present
Skills
SDLC, Requirements Analysis, Requirements Gathering, Business Analysis, Equities, Vendor Management, Software Project..., Financial Services, Process Improvement, Integration, SharePoint, SQL, Trading Systems, Back Office, Microsoft SQL Server, Business Process, Analysis, Unix, PMP, Portia, Software Documentation, Solution Architecture, Oracle
Education
University of Houston 1988 — 1991
Momtchil Pojarliev, CFA's Invesco Experience 2001 - 2005
Job FFTW
Industry Financial Services
Experience
Fisher Francis Trees & Watts November 2013 - Present
Hathersage Capital Management LLC 2010 - October 2013
Hermes Investment Management 2007 - 2009
Pictet Asset Management 2005 - 2007
Invesco 2001 - 2005
University of Basel 1998 - 2001
Skills
Alpha Generation, FX Options, Currency, Equities, Hedge Funds, Options, Bonds, Investment Banking, Global Macro, Debt, Fixed Income, Portfolio Management, Investment Strategies, Asset Allocation, Hedging, Quantitative Finance, Economics, Alternative Investments, Foreign Exchange
Education
1998 — 2001
PhD, Quantitative Finance
Fisher Francis Trees & Watts November 2013 - Present
Hathersage Capital Management LLC 2010 - October 2013
Hermes Investment Management 2007 - 2009
Pictet Asset Management 2005 - 2007
Invesco 2001 - 2005
University of Basel 1998 - 2001
Skills
Alpha Generation, FX Options, Currency, Equities, Hedge Funds, Options, Bonds, Investment Banking, Global Macro, Debt, Fixed Income, Portfolio Management, Investment Strategies, Asset Allocation, Hedging, Quantitative Finance, Economics, Alternative Investments, Foreign Exchange
Education
1998 — 2001
PhD, Quantitative Finance
Natalie Edrosolan Gebicke, AIF®'s Invesco Experience April 2008 - June 2009
Job
Industry Financial Services
Experience
Goldman Sachs Asset Management July 2009 - Present
Invesco April 2008 - June 2009
Franklin Templeton Investments July 2001 - March 2008
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Series 6, Asset Allocation, Asset Managment, 401k, ETFs, Fixed Income, Equities, Wealth Management, Separately Managed..., Hedge Funds, Portfolio Management, Securities, Retirement Planning, Investment Strategies, Capital Markets
Education
University of California, San Diego 1997 — 2001
Goldman Sachs Asset Management July 2009 - Present
Invesco April 2008 - June 2009
Franklin Templeton Investments July 2001 - March 2008
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Series 6, Asset Allocation, Asset Managment, 401k, ETFs, Fixed Income, Equities, Wealth Management, Separately Managed..., Hedge Funds, Portfolio Management, Securities, Retirement Planning, Investment Strategies, Capital Markets
Education
University of California, San Diego 1997 — 2001
Andrew Fritsch's Invesco Experience July 2012 - Present
Job Senior Compliance Officer at Invesco
Industry Financial Services
Experience
Invesco US March 2014 - Present
Invesco July 2012 - Present
Invesco Ltd. 2010 - October 2012
AIM Investments 2008 - 2010
INVESCO AIM 2006 - 2008
The Daily Cougar 2001 - 2003
Skills
Mutual Funds, Copywriting, Marketing Communications, Investments, Journalism, Financial Services, Editing, Marketing, Relationship Management, Microsoft Office, Market Research, Series 6, ETFs, Securities, FINRA, Series 7, Alternative Investments, Equities, Finance, Investment Management, Series 63, Due Diligence
Education
University of Houston 1999 — 2003
B.A., Advertising
Invesco US March 2014 - Present
Invesco July 2012 - Present
Invesco Ltd. 2010 - October 2012
AIM Investments 2008 - 2010
INVESCO AIM 2006 - 2008
The Daily Cougar 2001 - 2003
Skills
Mutual Funds, Copywriting, Marketing Communications, Investments, Journalism, Financial Services, Editing, Marketing, Relationship Management, Microsoft Office, Market Research, Series 6, ETFs, Securities, FINRA, Series 7, Alternative Investments, Equities, Finance, Investment Management, Series 63, Due Diligence
Education
University of Houston 1999 — 2003
B.A., Advertising
Darci Pearce's Invesco Experience July 2007 - March 2012
Job Internal Sales Consultant
Industry Investment Management
Experience
Invesco Ltd. March 2012 - Present
INVESCO July 2007 - March 2012
AIM Investments April 2005 - June 2007
AIM Investments April 2002 - April 2005
AIM Investments August 2000 - April 2002
Skills
Series 6, Series 7, Series 63
Education
University of Houston 1995 — 2000
Bachelor of Arts (B.A.), History
Invesco Ltd. March 2012 - Present
INVESCO July 2007 - March 2012
AIM Investments April 2005 - June 2007
AIM Investments April 2002 - April 2005
AIM Investments August 2000 - April 2002
Skills
Series 6, Series 7, Series 63
Education
University of Houston 1995 — 2000
Bachelor of Arts (B.A.), History
Paula Hammon's Invesco Experience September 1996 - Present
Job Communications Resources Manager at Invesco
Industry Marketing and Advertising
Experience
Invesco September 1996 - Present
Invesco Aim September 1996 - June 2010
Corporate Services, Incorporated 1979 - 1991
Skills
Direct Marketing
Education
Glassell School of Art 2003 — 2013
Photography
The University of Texas at Austin 1967 — 1969
Communications
Invesco September 1996 - Present
Invesco Aim September 1996 - June 2010
Corporate Services, Incorporated 1979 - 1991
Skills
Direct Marketing
Education
Glassell School of Art 2003 — 2013
Photography
The University of Texas at Austin 1967 — 1969
Communications
Robb Stone's Invesco Experience June 1999 - May 2001
Job Chief Investment Officer
Industry Financial Services
Experience
Credit Suisse HOLT November 2008 - July 2013
Credit Suisse January 2006 - December 2008
Credit Suisse HOLT May 2001 - March 2006
Invesco June 1999 - May 2001
Skills
Equities, Valuation, Portfolio Management, Fixed Income, Equity Valuation, Financial Modeling, Asset Allocation, Investments, Asset Management, Credit Risk, Financial Markets, Capital Markets
Education
University of Denver 1995 — 1999
Bachelor of Science (B.S.), Finance
Credit Suisse HOLT November 2008 - July 2013
Credit Suisse January 2006 - December 2008
Credit Suisse HOLT May 2001 - March 2006
Invesco June 1999 - May 2001
Skills
Equities, Valuation, Portfolio Management, Fixed Income, Equity Valuation, Financial Modeling, Asset Allocation, Investments, Asset Management, Credit Risk, Financial Markets, Capital Markets
Education
University of Denver 1995 — 1999
Bachelor of Science (B.S.), Finance
Jacinda Norvell's Invesco Experience 1996 - 1997
Job SVP, National Sales Manager at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust September 2013 - Present
SunTrust Investment Services 1997 - September 2013
INVESCO 1996 - 1997
The Robinson Humphrey Company August 1994 - January 1996
Skills
Strategic Planning, Team Leadership, Management, Project Management, Business Strategy, Business Development, Leadership Development, Marketing, Event Management, Organizational...
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Accounting
SunTrust September 2013 - Present
SunTrust Investment Services 1997 - September 2013
INVESCO 1996 - 1997
The Robinson Humphrey Company August 1994 - January 1996
Skills
Strategic Planning, Team Leadership, Management, Project Management, Business Strategy, Business Development, Leadership Development, Marketing, Event Management, Organizational...
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Accounting
Jeremy Koziol's Invesco Experience 2002 - Present
Job Senior Financial Analyst Paris at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. February 2011 - Present
INVESCO 2002 - Present
Education
University of Cincinnati 1999 — 2002
MA/MBA
University of Hartford 1995 — 1999
Invesco Ltd. February 2011 - Present
INVESCO 2002 - Present
Education
University of Cincinnati 1999 — 2002
MA/MBA
University of Hartford 1995 — 1999
Jeffrey Pennell's Invesco Experience August 2010 - Present
Job Compliance Officer at Invesco
Industry Financial Services
Experience
Invesco August 2010 - Present
Tiras Pennington & Associates / Ameriprise Financial October 2008 - August 2010
AIM Investments September 1991 - June 2008
Skills
Mutual Funds, Asset Managment, Investments, ETFs, Alternative Investments, Series 6, Equities, Series 65, FINRA, Portfolio Management, Wealth Management, Securities, Uniform Combined State..., Retirement, Retirement Planning, Risk Management, Relationship Management, Asset Allocation, Hedge Funds, Investment Advisory, Financial Services, Asset Management, Separately Managed...
Education
University of Houston 1985 — 1991
University of Houston 1985 — 1990
BS, Architecture
Invesco August 2010 - Present
Tiras Pennington & Associates / Ameriprise Financial October 2008 - August 2010
AIM Investments September 1991 - June 2008
Skills
Mutual Funds, Asset Managment, Investments, ETFs, Alternative Investments, Series 6, Equities, Series 65, FINRA, Portfolio Management, Wealth Management, Securities, Uniform Combined State..., Retirement, Retirement Planning, Risk Management, Relationship Management, Asset Allocation, Hedge Funds, Investment Advisory, Financial Services, Asset Management, Separately Managed...
Education
University of Houston 1985 — 1991
University of Houston 1985 — 1990
BS, Architecture
Mark Gilley, CFA's Invesco Experience January 2009 - Present
Job Senior Analyst at INVESCO
Industry Investment Management
Experience
INVESCO January 2009 - Present
AIM Investments August 1996 - May 2008
Education
The University of Texas at Austin 1988 — 1992
Bachelor of Business Administration (BBA)
University of Missouri-Kansas City 1993 — 1996
MBA, Finance
INVESCO January 2009 - Present
AIM Investments August 1996 - May 2008
Education
The University of Texas at Austin 1988 — 1992
Bachelor of Business Administration (BBA)
University of Missouri-Kansas City 1993 — 1996
MBA, Finance
Mark Schumann's Invesco Experience July 1997 - Present
Job Sr. Business Analyst / Project Leader at INVESCO
Industry Human Resources
Experience
INVESCO July 1997 - Present
Electronic Data Systems January 1989 - July 1997
Enron March 1987 - December 1988
United Gas Pipeline Company January 1982 - March 1987
Decision Research, Inc. 1980 - 1981
Texas Commerce Bank 1979 - 1980
Skills
SharePoint, Vendor Management, Business Analysis, Project Management, Strategic Planning, Disaster Recovery, SDLC, Visio, Integration, Team Building, PeopleSoft
Education
University of Houston 1981 — 1985
MBA, Business Administration
University of Houston 1977 — 1981
BBA, Management Information Systems
INVESCO July 1997 - Present
Electronic Data Systems January 1989 - July 1997
Enron March 1987 - December 1988
United Gas Pipeline Company January 1982 - March 1987
Decision Research, Inc. 1980 - 1981
Texas Commerce Bank 1979 - 1980
Skills
SharePoint, Vendor Management, Business Analysis, Project Management, Strategic Planning, Disaster Recovery, SDLC, Visio, Integration, Team Building, PeopleSoft
Education
University of Houston 1981 — 1985
MBA, Business Administration
University of Houston 1977 — 1981
BBA, Management Information Systems
Donna Kihneman's Invesco Experience 1998 - Present
Job Sr. Analyst at AIM Management Group
Industry Financial Services
Experience
AIM Management Group Dev - Equity Inv. Apps SrINVESCO AIM1998 - Present
INVESCO 1998 - Present
AIM Management Group Inc/AMVESCAP PLC 1998 - Present
Pennzoil Co. 1978 - 1987
Education
University of Central Missouri
AIM Management Group Dev - Equity Inv. Apps SrINVESCO AIM1998 - Present
INVESCO 1998 - Present
AIM Management Group Inc/AMVESCAP PLC 1998 - Present
Pennzoil Co. 1978 - 1987
Education
University of Central Missouri
Sana Jilani's Invesco Experience January 2007 - December 2009
Job Senior Tax Analyst at SAIC
Industry Accounting
Experience
SAIC February 2014 - Present
Kinder Morgan December 2012 - July 2013
Southern Union December 2009 - November 2012
INVESCO January 2007 - December 2009
Campaign for U.S. Senate 2006 from Texas October 2005 - May 2006
Skills
Accounting, Tax, Reconciliation, Excel, Word, PowerPoint, Microsoft Office, Corporate Tax, Microsoft Excel, Analysis, Account Reconciliation, Income Tax, Accruals
Education
University of Houston, C.T. Bauer College of Business 2008 — 2008
MS, Accounting
University of Houston 2004 — 2007
B.B.A, Accounting
SAIC February 2014 - Present
Kinder Morgan December 2012 - July 2013
Southern Union December 2009 - November 2012
INVESCO January 2007 - December 2009
Campaign for U.S. Senate 2006 from Texas October 2005 - May 2006
Skills
Accounting, Tax, Reconciliation, Excel, Word, PowerPoint, Microsoft Office, Corporate Tax, Microsoft Excel, Analysis, Account Reconciliation, Income Tax, Accruals
Education
University of Houston, C.T. Bauer College of Business 2008 — 2008
MS, Accounting
University of Houston 2004 — 2007
B.B.A, Accounting
Laksany Luangpakdy's Invesco Experience June 2013 - Present
Job Performance Analyst II Invesco
Industry Financial Services
Experience
Invesco June 2013 - Present
Invesco March 2010 - June 2013
Invesco Aim January 2005 - August 2008
Invesco Aim January 2000 - January 2005
Skills
FINRA, Mutual Funds, Series 7, Charles River IMS, Bloomberg, Project Management, Series 65, Separately Managed..., Due Diligence, Regulatory Requirements, SharePoint, Sentinel, AWD, TA2000, WRAP, Unified Managed Accounts, Investment Policy..., Compliance, OFAC, Compliance Monitoring, Compliance Advisory, Zephyr Style Advisor, Lipper, Factset, StatPro, Morningstar Direct, Performance Analysis, Unit Investment Trusts, Ad Hoc Reporting, Eagle PACE
Education
University of Houston 1995 — 1999
Bachelor, Finance
Invesco June 2013 - Present
Invesco March 2010 - June 2013
Invesco Aim January 2005 - August 2008
Invesco Aim January 2000 - January 2005
Skills
FINRA, Mutual Funds, Series 7, Charles River IMS, Bloomberg, Project Management, Series 65, Separately Managed..., Due Diligence, Regulatory Requirements, SharePoint, Sentinel, AWD, TA2000, WRAP, Unified Managed Accounts, Investment Policy..., Compliance, OFAC, Compliance Monitoring, Compliance Advisory, Zephyr Style Advisor, Lipper, Factset, StatPro, Morningstar Direct, Performance Analysis, Unit Investment Trusts, Ad Hoc Reporting, Eagle PACE
Education
University of Houston 1995 — 1999
Bachelor, Finance
Wayne Chan's Invesco Experience June 2006 - Present
Job Manager, IT Investments Client Services and Global Services at Invesco
Industry Financial Services
Experience
Invesco June 2006 - Present
AMVESCAP September 2002 - June 2006
AIM Investments January 2001 - September 2002
AIM Investments November 1999 - January 2001
AIM Investments May 1999 - November 1999
AIM Investments March 1996 - June 1999
AIM Management Group Inc. January 1995 - March 1996
NPL, Inc June 1994 - November 1994
Skills
Investments, Process Improvement, Disaster Recovery, IT Management, ITIL, Vendor Management, Asset Managment, Business Analysis, IT Strategy, IT Service Management
Education
The University of Texas at Austin 1990 — 1994
Invesco June 2006 - Present
AMVESCAP September 2002 - June 2006
AIM Investments January 2001 - September 2002
AIM Investments November 1999 - January 2001
AIM Investments May 1999 - November 1999
AIM Investments March 1996 - June 1999
AIM Management Group Inc. January 1995 - March 1996
NPL, Inc June 1994 - November 1994
Skills
Investments, Process Improvement, Disaster Recovery, IT Management, ITIL, Vendor Management, Asset Managment, Business Analysis, IT Strategy, IT Service Management
Education
The University of Texas at Austin 1990 — 1994
Chris Dries, CFA's Invesco Experience 1993 - 2004
Job Portfolio Manager at 1888 Management
Industry Investment Management
Experience
1888 Management January 2015 - Present
Platte River Capital 2006 - December 2014
Cordillera Asset Management 2004 - 2006
Deer Creek Capital 2004 - 2004
INVESCO 1993 - 2004
Skills
Investments, Hedge Funds, Equities, Equity Research, Asset Allocation, Alternative Investments, Valuation, Asset Managment
Education
University of Colorado Denver 1997 — 1999
Masters, Finance
University of Colorado Boulder 1988 — 1992
BS, Finance
1888 Management January 2015 - Present
Platte River Capital 2006 - December 2014
Cordillera Asset Management 2004 - 2006
Deer Creek Capital 2004 - 2004
INVESCO 1993 - 2004
Skills
Investments, Hedge Funds, Equities, Equity Research, Asset Allocation, Alternative Investments, Valuation, Asset Managment
Education
University of Colorado Denver 1997 — 1999
Masters, Finance
University of Colorado Boulder 1988 — 1992
BS, Finance
Lee Caleshu's Invesco Experience November 2000 - April 2007
Job Research Analyst at The Roosevelt Investment Group
Industry Investment Management
Experience
The Roosevelt Investment Group April 2013 - Present
SCS Financial April 2007 - March 2013
INVESCO November 2000 - April 2007
PanAgora Asset Management September 1999 - November 2000
Skills
Hedge Funds, Investments, Equity Research, Equities, Research, Risk Management, Fixed Income, Investment Strategies, Asset Allocation, Portfolio Management, Alternative Investments
Education
Tulane University 1995 — 1999
BSM, Finance
Lynnfield High School 1991 — 1995
The Roosevelt Investment Group April 2013 - Present
SCS Financial April 2007 - March 2013
INVESCO November 2000 - April 2007
PanAgora Asset Management September 1999 - November 2000
Skills
Hedge Funds, Investments, Equity Research, Equities, Research, Risk Management, Fixed Income, Investment Strategies, Asset Allocation, Portfolio Management, Alternative Investments
Education
Tulane University 1995 — 1999
BSM, Finance
Lynnfield High School 1991 — 1995
Linda Tagen's Invesco Experience May 2001 - Present
Job Senior Systems Analyst at INVESCO
Industry Financial Services
Experience
INVESCO May 2001 - Present
Education
University of Houston 1990 — 1995
BBA-Management Information Systems, BBA - Finance
INVESCO May 2001 - Present
Education
University of Houston 1990 — 1995
BBA-Management Information Systems, BBA - Finance
Gary Schaal, CFA's Invesco Experience August 1994 - February 2008
Job Equity Analyst at Colorado PERA
Industry Investment Management
Experience
Colorado PERA January 2009 - Present
Thrivent Asset Management July 2008 - December 2008
Invesco August 1994 - February 2008
Skills
Equity Research, Asset Management, Portfolio Management, Equities, Asset Managment, Asset Allocation, Alternative Investments, Securities
Education
University of Colorado Denver 1997 — 2001
MBA
University of Colorado Colorado Springs 1990 — 1994
Colorado PERA January 2009 - Present
Thrivent Asset Management July 2008 - December 2008
Invesco August 1994 - February 2008
Skills
Equity Research, Asset Management, Portfolio Management, Equities, Asset Managment, Asset Allocation, Alternative Investments, Securities
Education
University of Colorado Denver 1997 — 2001
MBA
University of Colorado Colorado Springs 1990 — 1994
Amy Xu's Invesco Experience 1996 - 1998
Job Business Functions Solutions Manager, Upstream IT&S at BP
Industry Oil & Energy
Experience
BP January 2015 - Present
BP June 2009 - Present
Huntsman LLC November 2000 - June 2009
Bluware, Inc. May 1998 - October 2000
SQL Systems, Inc. September 1995 - April 1998
INVESCO 1996 - 1998
Enron May 1994 - September 1995
Skills
IT Strategy, IT Service Management, IT Operations, Vendor Management, IT Governance, Project Management, ERP, Management, Team Leadership, Business Process, SAP, Oracle, Leadership, Custom Software, SD, Risk Management, SAP R/3, Toastmasters
Education
University of Houston 1992 — 1994
Master of Science, Computer Science
Tsinghua University 1987 — 1992
Bachelor of Science, Computer Science
BP January 2015 - Present
BP June 2009 - Present
Huntsman LLC November 2000 - June 2009
Bluware, Inc. May 1998 - October 2000
SQL Systems, Inc. September 1995 - April 1998
INVESCO 1996 - 1998
Enron May 1994 - September 1995
Skills
IT Strategy, IT Service Management, IT Operations, Vendor Management, IT Governance, Project Management, ERP, Management, Team Leadership, Business Process, SAP, Oracle, Leadership, Custom Software, SD, Risk Management, SAP R/3, Toastmasters
Education
University of Houston 1992 — 1994
Master of Science, Computer Science
Tsinghua University 1987 — 1992
Bachelor of Science, Computer Science
Mitch Schoen's Invesco Experience January 1997 - January 2000
Job Director, Application Services at The Newport Group
Industry Information Technology and Services
Experience
The Newport Group October 2013 - Present
The Newport Group March 2009 - Present
Buck Consultants May 2006 - February 2009
Mellon Bank April 2003 - April 2006
Vinings Management Corporation February 2000 - March 2003
Invesco January 1997 - January 2000
Skills
401k
Education
University of Central Florida 1983 — 1987
The Newport Group October 2013 - Present
The Newport Group March 2009 - Present
Buck Consultants May 2006 - February 2009
Mellon Bank April 2003 - April 2006
Vinings Management Corporation February 2000 - March 2003
Invesco January 1997 - January 2000
Skills
401k
Education
University of Central Florida 1983 — 1987
Jed Goldberg's Invesco Experience September 2012 - May 2013
Job Rotational Program Calpine
Industry Utilities
Experience
Calpine July 2015 - Present
Cougar Investment Fund August 2014 - Present
SURGE Ventures May 2014 - August 2014
Cougar Venture Fund January 2014 - May 2014
Invesco September 2012 - May 2013
US Department of Commerce, Market Access and Compliance May 2012 - August 2012
Dore Deutscher Law Group, PLLC June 2009 - August 2009
Skills
DCF Valuation, Equity Valuation, Business Modeling, Statistics, Statistical Modeling, Economics, Regression Models, Data Analysis
Education
University of Houston 2013 — 2015
Master of Business Administration (MBA), Finance
University of Washington School of Law 2008 — 2012
Juris Doctor, Law
Vanderbilt University 2004 — 2008
Bachelor’s Degree, Economics
Calpine July 2015 - Present
Cougar Investment Fund August 2014 - Present
SURGE Ventures May 2014 - August 2014
Cougar Venture Fund January 2014 - May 2014
Invesco September 2012 - May 2013
US Department of Commerce, Market Access and Compliance May 2012 - August 2012
Dore Deutscher Law Group, PLLC June 2009 - August 2009
Skills
DCF Valuation, Equity Valuation, Business Modeling, Statistics, Statistical Modeling, Economics, Regression Models, Data Analysis
Education
University of Houston 2013 — 2015
Master of Business Administration (MBA), Finance
University of Washington School of Law 2008 — 2012
Juris Doctor, Law
Vanderbilt University 2004 — 2008
Bachelor’s Degree, Economics
Art Walsh's Invesco Experience 2001 - 2005
Job Data Engineer at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2014 - Present
OppenheimerFunds September 2006 - September 2014
Great-West Life January 2006 - September 2006
Insureworx 2005 - 2006
Invesco 2001 - 2005
Comcast Cable 2001 - 2001
Great-West Life 1999 - 2001
Great-West Life 1994 - 1999
Skills
Requirements Analysis, Business Analysis, Data Modeling, Agile Methodologies, SDLC, SQL, Business Intelligence, Process Improvement, Data Warehousing, Informatica, Unix, Cognos, Oracle, ETL, Program Management, Project Management, Quality Assurance, Requirements Gathering, User Acceptance Testing, Vendor Management
Education
University of Colorado Denver 1987 — 1991
B.S. Business Administration, Finance
OppenheimerFunds September 2014 - Present
OppenheimerFunds September 2006 - September 2014
Great-West Life January 2006 - September 2006
Insureworx 2005 - 2006
Invesco 2001 - 2005
Comcast Cable 2001 - 2001
Great-West Life 1999 - 2001
Great-West Life 1994 - 1999
Skills
Requirements Analysis, Business Analysis, Data Modeling, Agile Methodologies, SDLC, SQL, Business Intelligence, Process Improvement, Data Warehousing, Informatica, Unix, Cognos, Oracle, ETL, Program Management, Project Management, Quality Assurance, Requirements Gathering, User Acceptance Testing, Vendor Management
Education
University of Colorado Denver 1987 — 1991
B.S. Business Administration, Finance
Doug Gooding's Invesco Experience VPFranklin Templeton InvestmentsAugust 1998 - October 2002
Job Managing Director at Invesco
Industry Investment Management
Experience
Invesco VPFranklin Templeton InvestmentsAugust 1998 - October 2002
Education
The University of Texas at Austin
Invesco VPFranklin Templeton InvestmentsAugust 1998 - October 2002
Education
The University of Texas at Austin
Chip Ethridge's Invesco Experience July 1998 - April 2001
Job Senior Business Analyst at FPS Group, LLC
Industry Financial Services
Experience
ASPire Financial Services, LLC August 2009 - September 2014
USA Self Employed October 2006 - July 2009
The Home Depot July 2005 - September 2006
Hewitt Associates December 2001 - July 2005
INVESCO July 1998 - April 2001
Education
University of Georgia - Terry College of Business 1996 — 1998
ASPire Financial Services, LLC August 2009 - September 2014
USA Self Employed October 2006 - July 2009
The Home Depot July 2005 - September 2006
Hewitt Associates December 2001 - July 2005
INVESCO July 1998 - April 2001
Education
University of Georgia - Terry College of Business 1996 — 1998
Danielle Gooden's Invesco Experience March 2000 - September 2003
Job Account Director at Malenke | Barnhart
Industry Internet
Experience
Malenke Barnhart June 2005 - February 2013
Echostar May 2004 - May 2005
INVESCO March 2000 - September 2003
Skills
Strategic Thinking, Online Marketing, Marketing Communications, Marketing Strategy, Advertising, Digital Marketing, Digital Strategy, Web Project Management, Account Management, Digital Account..., Direct Marketing, Strategic Planning, Integrated Marketing, Brand Development, Interactive Marketing, Email Marketing, Project Management, Management
Education
University of Colorado Boulder 1991 — 1995
Business, Marketing
Malenke Barnhart June 2005 - February 2013
Echostar May 2004 - May 2005
INVESCO March 2000 - September 2003
Skills
Strategic Thinking, Online Marketing, Marketing Communications, Marketing Strategy, Advertising, Digital Marketing, Digital Strategy, Web Project Management, Account Management, Digital Account..., Direct Marketing, Strategic Planning, Integrated Marketing, Brand Development, Interactive Marketing, Email Marketing, Project Management, Management
Education
University of Colorado Boulder 1991 — 1995
Business, Marketing
Todd Sexton's Invesco Experience August 1993 - April 1997
Job Assistant Vice President Mutual Fund Operations
Industry Financial Services
Experience
Great-West Financial April 1997 - Present
INVESCO August 1993 - April 1997
Skills
Retirement Planning, 401k, Mutual Funds, Financial Reporting, Strategic Financial..., Financial Analysis, Banking, Retirement, Investment Advisory, Financial Services, Insurance, Investments, Leadership, Pensions, Wealth Management, Management, Finance, Portfolio Management, Asset Management, Risk Management, Relationship Management, Financial Modeling, Investment Management, Series 6, Fixed Income, Valuation, Life Insurance, Defined Benefit, Investment Strategies, Employee Benefits, Mergers & Acquisitions
Education
University of Colorado Boulder 1988 — 1993
B.S. Business Administration, Accounting
Columbine HS
Great-West Financial April 1997 - Present
INVESCO August 1993 - April 1997
Skills
Retirement Planning, 401k, Mutual Funds, Financial Reporting, Strategic Financial..., Financial Analysis, Banking, Retirement, Investment Advisory, Financial Services, Insurance, Investments, Leadership, Pensions, Wealth Management, Management, Finance, Portfolio Management, Asset Management, Risk Management, Relationship Management, Financial Modeling, Investment Management, Series 6, Fixed Income, Valuation, Life Insurance, Defined Benefit, Investment Strategies, Employee Benefits, Mergers & Acquisitions
Education
University of Colorado Boulder 1988 — 1993
B.S. Business Administration, Accounting
Columbine HS
Hanibal Woldegiorgis's Invesco Experience June 2012 - December 2012
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte January 2013 - Present
Invesco June 2012 - December 2012
Deloitte January 2012 - March 2012
ADC & HAS Airports Worldwide September 2011 - December 2011
BP June 2011 - August 2011
CVS Caremark Corporation May 2008 - May 2011
Skills
Tax, Auditing, US GAAP, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Accounting, Financial Analysis, CPA, Microsoft Office, Internal Controls, External Audit, GAAP
Education
University of Houston 2012 — 2012
Master's degree, Accounting
University of Houston 2008 — 2011
Bachelor's degree, Accounting
Deloitte January 2013 - Present
Invesco June 2012 - December 2012
Deloitte January 2012 - March 2012
ADC & HAS Airports Worldwide September 2011 - December 2011
BP June 2011 - August 2011
CVS Caremark Corporation May 2008 - May 2011
Skills
Tax, Auditing, US GAAP, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Accounting, Financial Analysis, CPA, Microsoft Office, Internal Controls, External Audit, GAAP
Education
University of Houston 2012 — 2012
Master's degree, Accounting
University of Houston 2008 — 2011
Bachelor's degree, Accounting
Jonathan Mueller's Invesco Experience 2001 - Present
Job Portfolio Manager at INVESCO
Industry Investment Management
Experience
INVESCO 2001 - Present
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
MBA, Finance
TCU 1992 — 1996
BS, Accounting
INVESCO 2001 - Present
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
MBA, Finance
TCU 1992 — 1996
BS, Accounting
Jordan Light's Invesco Experience August 2007 - December 2007
Job Manager, Financial Analysis Group at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York September 2014 - Present
Federal Reserve Bank of New York July 2013 - September 2014
Federal Reserve Bank of New York December 2011 - June 2013
Federal Reserve Bank of Atlanta January 2011 - December 2011
Federal Reserve Bank of Atlanta November 2007 - January 2011
Invesco August 2007 - December 2007
Skills
Risk Management, Financial Analysis, Management, Credit Risk, Financial Risk, Finance, Credit, Portfolio Management, Risk Assessment, Analysis, Credit Analysis, Financial Modeling
Education
University of Florida - Warrington College of Business Administration 2006 — 2007
Master of Arts, International Business
University of Florida - Warrington College of Business Administration 2002 — 2006
BA, Business Administration
Federal Reserve Bank of New York September 2014 - Present
Federal Reserve Bank of New York July 2013 - September 2014
Federal Reserve Bank of New York December 2011 - June 2013
Federal Reserve Bank of Atlanta January 2011 - December 2011
Federal Reserve Bank of Atlanta November 2007 - January 2011
Invesco August 2007 - December 2007
Skills
Risk Management, Financial Analysis, Management, Credit Risk, Financial Risk, Finance, Credit, Portfolio Management, Risk Assessment, Analysis, Credit Analysis, Financial Modeling
Education
University of Florida - Warrington College of Business Administration 2006 — 2007
Master of Arts, International Business
University of Florida - Warrington College of Business Administration 2002 — 2006
BA, Business Administration
Kari Reynolds's Invesco Experience November 2006 - September 2008
Job Account Manager at Leonardo Media
Industry Financial Services
Experience
VFM Leonardo Inc September 2008 - July 2009
INVESCO November 2006 - September 2008
Education
University of Colorado Boulder 2002 — 2006
BA
VFM Leonardo Inc September 2008 - July 2009
INVESCO November 2006 - September 2008
Education
University of Colorado Boulder 2002 — 2006
BA
Venus Nesbitt's Invesco Experience August 2004 - Present
Job Paralegal II at INVESCO
Industry Legal Services
Experience
INVESCO August 2004 - Present
Skills
Litigation, Securities, Due Diligence, Corporate Law
Education
The University of Texas at Austin
INVESCO August 2004 - Present
Skills
Litigation, Securities, Due Diligence, Corporate Law
Education
The University of Texas at Austin
Borge Endresen, CFA's Invesco Experience 1999 - Present
Job Portfolio Manager at INVESCO
Industry Investment Management
Experience
INVESCO 1999 - Present
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA, Finance
University of Oregon 1989 — 1993
B.S., Finance, Psychology
St. Olav Videregaende Skole 1987 — 1989
International Baccalaureat
INVESCO 1999 - Present
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA, Finance
University of Oregon 1989 — 1993
B.S., Finance, Psychology
St. Olav Videregaende Skole 1987 — 1989
International Baccalaureat
Andy Johnson's Invesco Experience Director, MCCNASA1996 - 1999
Job Global Head, IT Infrastructure at INVESCO
Industry Financial Services
Experience
INVESCO Director, MCCNASA1996 - 1999
Education
University of Houston 1978 — 1982
ELEE, Engineering
Dobie High School 1975 — 1980
University of Houston
Master of Business Administration (M.B.A.)
INVESCO Director, MCCNASA1996 - 1999
Education
University of Houston 1978 — 1982
ELEE, Engineering
Dobie High School 1975 — 1980
University of Houston
Master of Business Administration (M.B.A.)
Heather Holtzinger's Invesco Experience 1995 - 2001
Job Wealth Manager / Financial Planner
Industry Financial Services
Experience
Grandview Capital LLC June 2012 - Present
Invesco 1995 - 2001
Skills
Financial Analysis, Portfolio Management, Investments, Asset Management
Education
University of Colorado at Denver
Bachelor's degree, Accounting and Finance, Cum Laude
Grandview Capital LLC June 2012 - Present
Invesco 1995 - 2001
Skills
Financial Analysis, Portfolio Management, Investments, Asset Management
Education
University of Colorado at Denver
Bachelor's degree, Accounting and Finance, Cum Laude
Ryan Berney's Invesco Experience May 2011 - August 2011
Job Business Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Raymond James Financial Inc. June 2013 - July 2014
Stonelake Capital Partners March 2012 - August 2012
PwC January 2012 - March 2012
Invesco May 2011 - August 2011
Skills
PowerPoint, Financial Analysis, Microsoft Office, Accounting, Microsoft Word, Microsoft Excel, Investment Research
Education
The University of Texas at Austin 2008 — 2013
Master of Professional Accounting, Accounting
The University of Texas at Austin - Red McCombs School of Business 2008 — 2013
MPA, Accounting
Goldman Sachs July 2014 - Present
Raymond James Financial Inc. June 2013 - July 2014
Stonelake Capital Partners March 2012 - August 2012
PwC January 2012 - March 2012
Invesco May 2011 - August 2011
Skills
PowerPoint, Financial Analysis, Microsoft Office, Accounting, Microsoft Word, Microsoft Excel, Investment Research
Education
The University of Texas at Austin 2008 — 2013
Master of Professional Accounting, Accounting
The University of Texas at Austin - Red McCombs School of Business 2008 — 2013
MPA, Accounting
April Palomo's Invesco Experience October 2010 - Present
Job at Invesco
Industry Financial Services
Experience
Invesco US 2015 - Present
Invesco October 2010 - Present
INVESCO November 2007 - October 2010
Skills
Citrix, Asset Managment, SCCM, Active Directory, Bloomberg, BMC Remedy, Windows 7, Market Data, Blackberry, Windows Server, Lotus Notes, Factset, BIDS Trading, ITG Channel, ITG Triton, Blockcross, Intrinsic, Tamale, Liquidnet, Microsoft Office, SharePoint, Fits, Business Analysis, Equities
Education
University of Houston 1997 — 2001
Bachelor's degree, Management Information Systems, General
Invesco US 2015 - Present
Invesco October 2010 - Present
INVESCO November 2007 - October 2010
Skills
Citrix, Asset Managment, SCCM, Active Directory, Bloomberg, BMC Remedy, Windows 7, Market Data, Blackberry, Windows Server, Lotus Notes, Factset, BIDS Trading, ITG Channel, ITG Triton, Blockcross, Intrinsic, Tamale, Liquidnet, Microsoft Office, SharePoint, Fits, Business Analysis, Equities
Education
University of Houston 1997 — 2001
Bachelor's degree, Management Information Systems, General
Justo Gonzalez's Invesco Experience October 2006 - Present
Job Global Head of ShortTerm Fixed Income Research at INVESCO
Industry Investment Management
Experience
INVESCO October 2006 - Present
Houston Municipal Employees Pension System 2009 - 2013
Chase Asset Management 1998 - 2001
American General 1995 - 1998
American General 1995 - 1998
JPMorgan Chase 1988 - 1995
Skills
Asset Management, Series 7, Portfolio Management, Fixed Income Analysis, Series 63, Money Market, Financial Markets, Fixed Income, Investment Management, Alternative Investments, Asset Allocation, Asset Managment, Bloomberg, Bonds, Buy-side, Capital Markets, Derivatives, Investments, Investment Strategies, Mutual Funds, Financial Analysis, ETFs, Equities, Equity Research, Hedge Funds, Investment Banking, Securities, Structured Finance, Structured Products
Education
The University of Texas at San Antonio
BBA, Finance, General
INVESCO October 2006 - Present
Houston Municipal Employees Pension System 2009 - 2013
Chase Asset Management 1998 - 2001
American General 1995 - 1998
American General 1995 - 1998
JPMorgan Chase 1988 - 1995
Skills
Asset Management, Series 7, Portfolio Management, Fixed Income Analysis, Series 63, Money Market, Financial Markets, Fixed Income, Investment Management, Alternative Investments, Asset Allocation, Asset Managment, Bloomberg, Bonds, Buy-side, Capital Markets, Derivatives, Investments, Investment Strategies, Mutual Funds, Financial Analysis, ETFs, Equities, Equity Research, Hedge Funds, Investment Banking, Securities, Structured Finance, Structured Products
Education
The University of Texas at San Antonio
BBA, Finance, General
Sharon Newcomer Koenig's Invesco Experience 1993 - 2002
Job Senior Trainer at Next Level Performance
Industry Professional Training & Coaching
Experience
Next Level Performance September 2002 - Present
Invesco 1993 - 2002
Invesco Funds Group 1993 - 2002
INVESCO Funds 1993 - 2002
United States Olympic Committee 1990 - 1993
Congressman Dick Cheney 1988 - 1989
Skills
Mutual Funds, Training, Coaching, Financial Services, Series 7
Education
University of Wyoming 1983 — 1988
BA, International Studies, Latin America
Universidad del Salvador 1987 — 1987
Political Science
Laramie High 1979 — 1983
Next Level Performance September 2002 - Present
Invesco 1993 - 2002
Invesco Funds Group 1993 - 2002
INVESCO Funds 1993 - 2002
United States Olympic Committee 1990 - 1993
Congressman Dick Cheney 1988 - 1989
Skills
Mutual Funds, Training, Coaching, Financial Services, Series 7
Education
University of Wyoming 1983 — 1988
BA, International Studies, Latin America
Universidad del Salvador 1987 — 1987
Political Science
Laramie High 1979 — 1983
Lucia Cropper's Invesco Experience September 2000 - July 2012
Job Currently seeking new job opportunities.
Industry Financial Services
Experience
Bryan College Station Chamber of Commerce July 2013 - August 2015
Invesco September 2000 - July 2012
Invesco Aim 2000 - September 2005
Skills
Mutual Funds, Business Analysis, Asset Management, Project Management, Risk Management, Process Improvement, Investments, Financial Services, Management, Securities, Vendor Management, Strategic Planning, Customer Service
Education
University of Houston 1995 — 1998
English Language and Literature/Letters
Bryan College Station Chamber of Commerce July 2013 - August 2015
Invesco September 2000 - July 2012
Invesco Aim 2000 - September 2005
Skills
Mutual Funds, Business Analysis, Asset Management, Project Management, Risk Management, Process Improvement, Investments, Financial Services, Management, Securities, Vendor Management, Strategic Planning, Customer Service
Education
University of Houston 1995 — 1998
English Language and Literature/Letters
Patrick Gallaway's Invesco Experience 2001 - 2004
Job Consultant
Industry Investment Banking
Experience
Atlas One Financial Group May 2010 - May 2015
US-MBS LLC February 2013 - April 2015
Atlas One Financial Group 2010 - 2011
Atacama Partners LLC October 2008 - May 2010
RW Pressprich August 2005 - October 2008
INVESCO 2001 - 2004
PaineWebber 1997 - 2000
Nomura October 1986 - July 1997
Skills
CFA, Chartered Financial...
Education
University of Florida - Warrington College Of Business 1972 — 1973
MBA, Finance
University of South Florida 1970 — 1972
BA, Busines/Finance
Atlas One Financial Group May 2010 - May 2015
US-MBS LLC February 2013 - April 2015
Atlas One Financial Group 2010 - 2011
Atacama Partners LLC October 2008 - May 2010
RW Pressprich August 2005 - October 2008
INVESCO 2001 - 2004
PaineWebber 1997 - 2000
Nomura October 1986 - July 1997
Skills
CFA, Chartered Financial...
Education
University of Florida - Warrington College Of Business 1972 — 1973
MBA, Finance
University of South Florida 1970 — 1972
BA, Busines/Finance
David Ulm's Invesco Experience October 2012 - December 2013
Job Director, Sales at Cedar Capital
Industry Financial Services
Experience
Cedar Capital March 2015 - Present
Cedar Capital December 2013 - March 2015
Invesco October 2012 - December 2013
Franklin Templeton Investments December 2010 - October 2012
Skills
Series 7, Series 63, Mutual Funds, Sales, Sales Presentations, Investments, Series 65, Asset Allocation, Separately Managed..., Alternative Investments, ETFs, Asset Management, Securities, Portfolio Management, Investment Strategies, Wealth Management, Financial Analysis
Education
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Food and Resource Economics
Cedar Capital March 2015 - Present
Cedar Capital December 2013 - March 2015
Invesco October 2012 - December 2013
Franklin Templeton Investments December 2010 - October 2012
Skills
Series 7, Series 63, Mutual Funds, Sales, Sales Presentations, Investments, Series 65, Asset Allocation, Separately Managed..., Alternative Investments, ETFs, Asset Management, Securities, Portfolio Management, Investment Strategies, Wealth Management, Financial Analysis
Education
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Food and Resource Economics
Dean Dillard's Invesco Experience January 2006 - August 2012
Job Health Care Portfolio Manager/Analyst
Industry Investment Management
Experience
Copernicus Capital Management, LLC August 2013 - Present
Invesco January 2006 - August 2012
Invesco December 2004 - January 2006
Invesco July 2000 - December 2004
SouthTrust Asset Management January 1996 - January 1998
Skills
Equity Research, Equities, Hedge Funds, Valuation, Portfolio Management, Bloomberg, Alternative Investments, Financial Modeling, Investments, Asset Managment, Buy-side, Equity Valuation, Capital Markets, Fixed Income, Investment Management, Asset Allocation, Mutual Funds, Investment Strategies
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance, Accounting
University of Alabama 1991 — 1995
BS, Finance
OWEN GRADUATE SCHOOL OF MANAGEMENT
Master of Business Administration
University of Alabama
Bachelor of Science, Business Administration
Vanderbilt University
Copernicus Capital Management, LLC August 2013 - Present
Invesco January 2006 - August 2012
Invesco December 2004 - January 2006
Invesco July 2000 - December 2004
SouthTrust Asset Management January 1996 - January 1998
Skills
Equity Research, Equities, Hedge Funds, Valuation, Portfolio Management, Bloomberg, Alternative Investments, Financial Modeling, Investments, Asset Managment, Buy-side, Equity Valuation, Capital Markets, Fixed Income, Investment Management, Asset Allocation, Mutual Funds, Investment Strategies
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance, Accounting
University of Alabama 1991 — 1995
BS, Finance
OWEN GRADUATE SCHOOL OF MANAGEMENT
Master of Business Administration
University of Alabama
Bachelor of Science, Business Administration
Vanderbilt University
Leeann Key's Invesco Experience 1998 - 2001
Job Independent Executive Office Professional
Industry Executive Office
Experience
Invesco 1998 - 2001
Woodruff Arts Center 1996 - 1998
Education
University of Georgia - Terry College of Business 1987 — 1992
BBA, Non-Profit Business Organization
Invesco 1998 - 2001
Woodruff Arts Center 1996 - 1998
Education
University of Georgia - Terry College of Business 1987 — 1992
BBA, Non-Profit Business Organization
Janet Henton, SPHR's Invesco Experience 1991 - 2005
Job HRD Consultant
Industry Oil & Energy
Experience
CAMERON INTERNATIONAL April 2011 - September 2014
WOOD GROUP PRESSURE CONTROL April 2008 - April 2011
SBM IMODCO February 2006 - November 2006
Invesco 1991 - 2005
Skills
Training, Performance Management, Employee Training, Organizational..., Human Resources, Leadership Development, Personnel Management, Leadership, Program Management, Management, HRIS, Interviews, E-Learning, Administration, Learning Management..., Hiring, Talent Management, Succession Planning, Training Delivery, Employee Relations
Education
University of Arkansas at Little Rock
BA, Education Major (English and Journalism Minor)
CAMERON INTERNATIONAL April 2011 - September 2014
WOOD GROUP PRESSURE CONTROL April 2008 - April 2011
SBM IMODCO February 2006 - November 2006
Invesco 1991 - 2005
Skills
Training, Performance Management, Employee Training, Organizational..., Human Resources, Leadership Development, Personnel Management, Leadership, Program Management, Management, HRIS, Interviews, E-Learning, Administration, Learning Management..., Hiring, Talent Management, Succession Planning, Training Delivery, Employee Relations
Education
University of Arkansas at Little Rock
BA, Education Major (English and Journalism Minor)
Jason Thiessen's Invesco Experience August 2010 - May 2012
Job Sr. Product Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2013 - Present
Invesco August 2010 - May 2012
Northbridge Financial Corporation (Markel Insurance) January 2004 - August 2010
Skills
Product Development..., Strategy & Planning, Innovation, Product Marketing, Business and Market..., Leadership, Marketing Communications, Business Analysis, Project Management, Highly..., Creative and Analytical, Team Leadership, Competitive Analysis, Product Development, Change Management, Management, Program Management, Marketing, Marketing Strategy, Process Improvement, Team Building, Strategy, Cross-functional Team..., Customer Service, Product Management, Strategic Planning
Education
Product Development and Management Association 2007 — 2008
NPDP Certification
University of Calgary 1989 — 1994
B.Comm., Marketing
Edward Jones March 2013 - Present
Invesco August 2010 - May 2012
Northbridge Financial Corporation (Markel Insurance) January 2004 - August 2010
Skills
Product Development..., Strategy & Planning, Innovation, Product Marketing, Business and Market..., Leadership, Marketing Communications, Business Analysis, Project Management, Highly..., Creative and Analytical, Team Leadership, Competitive Analysis, Product Development, Change Management, Management, Program Management, Marketing, Marketing Strategy, Process Improvement, Team Building, Strategy, Cross-functional Team..., Customer Service, Product Management, Strategic Planning
Education
Product Development and Management Association 2007 — 2008
NPDP Certification
University of Calgary 1989 — 1994
B.Comm., Marketing
Matt Rodrigue, CRPC®'s Invesco Experience 2013 - 2014
Job Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Hancock Horizon Investments June 2014 - March 2015
Invesco 2013 - 2014
Ameriprise Financial Services, Inc. November 2012 - November 2013
Cadina & Co, LLC August 2008 - 2012
Skills
Equities, Investments, Series 63, Equity Trading, FINRA, Fixed Income, Mutual Funds, Securities, Uniform Combined State..., Alternative Investments, Investment Advisory, Asset Allocation, Investment Strategies, Portfolio Management, Series 65, Series 7, series 55
Education
University of Alabama 2002 — 2006
B.S, Accounting
Jesuit High School- New Orleans 1998 — 2002
Ameriprise Financial Services, Inc. March 2015 - Present
Hancock Horizon Investments June 2014 - March 2015
Invesco 2013 - 2014
Ameriprise Financial Services, Inc. November 2012 - November 2013
Cadina & Co, LLC August 2008 - 2012
Skills
Equities, Investments, Series 63, Equity Trading, FINRA, Fixed Income, Mutual Funds, Securities, Uniform Combined State..., Alternative Investments, Investment Advisory, Asset Allocation, Investment Strategies, Portfolio Management, Series 65, Series 7, series 55
Education
University of Alabama 2002 — 2006
B.S, Accounting
Jesuit High School- New Orleans 1998 — 2002
Chandra Davis Steward's Invesco Experience 2012 - Present
Job
Industry
Experience
Invesco 2012 - Present
Invesco Ltd. March 2004 - September 2012
Skills
ITIL
Education
University of Houston 1988 — 1995
Bachelor of Science (BS), Information Technology
Charles H. Milby High School
Invesco 2012 - Present
Invesco Ltd. March 2004 - September 2012
Skills
ITIL
Education
University of Houston 1988 — 1995
Bachelor of Science (BS), Information Technology
Charles H. Milby High School
Bianca Gutierrez's Invesco Experience January 2011 - Present
Job Correspondence Representative at Invesco
Industry Financial Services
Experience
Invesco January 2011 - Present
Houston Center for Contemporary Craft January 2010 - February 2011
American Red Cross of Greater June 2009 - December 2009
First Data Corporation November 2008 - December 2009
Skills
Fundraising, Non-profits, Marketing, Customer Service, Program Management, Marketing Communications, Time Management, Spanish, Event Planning, Leadership, Microsoft Excel, Microsoft Office, Research, Public Relations
Education
University of Houston 2007 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
University of Houston, C.T. Bauer College of Business 2006 — 2010
Bachelor of Business Administration, Marketing
Universidad de Salamanca 2008 — 2008
Spanish
Invesco January 2011 - Present
Houston Center for Contemporary Craft January 2010 - February 2011
American Red Cross of Greater June 2009 - December 2009
First Data Corporation November 2008 - December 2009
Skills
Fundraising, Non-profits, Marketing, Customer Service, Program Management, Marketing Communications, Time Management, Spanish, Event Planning, Leadership, Microsoft Excel, Microsoft Office, Research, Public Relations
Education
University of Houston 2007 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
University of Houston, C.T. Bauer College of Business 2006 — 2010
Bachelor of Business Administration, Marketing
Universidad de Salamanca 2008 — 2008
Spanish
Jon Plasek's Invesco Experience June 2012 - September 2014
Job Investment Banking Analyst at Hovde Group
Industry Investment Banking
Experience
Hovde Group October 2014 - Present
Invesco June 2012 - September 2014
360training.com February 2012 - June 2012
Skills
Microsoft Excel, Bloomberg, Investments, Financial Analysis, Financial Modeling, Microsoft Office, Finance, PowerPoint, Valuation, Data Analysis, Analysis, Forecasting, Securities, Investment Banking
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Economics
Hovde Group October 2014 - Present
Invesco June 2012 - September 2014
360training.com February 2012 - June 2012
Skills
Microsoft Excel, Bloomberg, Investments, Financial Analysis, Financial Modeling, Microsoft Office, Finance, PowerPoint, Valuation, Data Analysis, Analysis, Forecasting, Securities, Investment Banking
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Economics
Charles Sheats's Invesco Experience May 1998 - December 2008
Job Senior Investment Performance Analyst at Gray & Company
Industry Financial Services
Experience
Gray & Company December 2008 - Present
Invesco May 1998 - December 2008
Skills
Performance Attribution, Fund Accounting, ETFs, Performance Measurement, Bonds, Settlement, Institutional..., Market Risk, Datastream, Pensions, Financial Markets, Finance, Risk Management, Financial Analysis, Due Diligence, Fund Of Funds, Microsoft Office, Investment Advisory, Hedging, Corporate Finance, Emerging Markets, Equity Derivatives, Trading Systems, Swaps, Performance Reporting, Private Equity, Commodity, Options, Investment Research, Back Office, Microsoft Word, Value Investing, Chartered Financial..., Middle Office, Equity Valuation, Customer Service, Trading, Operational Risk, PowerPoint, Financial Risk, Separately Managed..., Quantitative Analytics, Corporate Actions, Electronic Trading, Investment Banking
Education
Troy University 1991 — 1995
Bachelor's degree, Finance, General
Gray & Company December 2008 - Present
Invesco May 1998 - December 2008
Skills
Performance Attribution, Fund Accounting, ETFs, Performance Measurement, Bonds, Settlement, Institutional..., Market Risk, Datastream, Pensions, Financial Markets, Finance, Risk Management, Financial Analysis, Due Diligence, Fund Of Funds, Microsoft Office, Investment Advisory, Hedging, Corporate Finance, Emerging Markets, Equity Derivatives, Trading Systems, Swaps, Performance Reporting, Private Equity, Commodity, Options, Investment Research, Back Office, Microsoft Word, Value Investing, Chartered Financial..., Middle Office, Equity Valuation, Customer Service, Trading, Operational Risk, PowerPoint, Financial Risk, Separately Managed..., Quantitative Analytics, Corporate Actions, Electronic Trading, Investment Banking
Education
Troy University 1991 — 1995
Bachelor's degree, Finance, General
Joel Byrd's Invesco Experience December 2010 - December 2012
Job Director of Finance at Regal Fuels
Industry Oil & Energy
Experience
Regal Fuels October 2014 - Present
Sunoco Logistics December 2012 - November 2014
Invesco December 2010 - December 2012
Skills
US GAAP, General Ledger, Microsoft Excel, Variance Analysis, Fund Accounting, Bloomberg, Sarbanes-Oxley, SEC filings, Valuation, Bloomberg Terminal, GAAP, Financial Statements, Accruals, Financial Statement..., Data Analysis, Account Reconciliation, Cash Flow, FASB, Accounting, Financial Accounting, Microsoft Office, Monthly Close, Accounting System, Financial Forecasting, Pipelines, Mutual Funds, Fixed Income, Financial Systems, Balance Sheet, Cash, Vlookup, Revenue Recognition, Oil/Gas, Petroleum, SEC Filings, Sarbanes-Oxley Act, Customer Service, Oil & Gas
Education
University of Alabama 2009 — 2010
Professional Specialization, Accounting
University of Alabama 2009 — 2010
B.A., Accounting
University of Mississippi 2004 — 2008
B.A., Banking & Finance
Regal Fuels October 2014 - Present
Sunoco Logistics December 2012 - November 2014
Invesco December 2010 - December 2012
Skills
US GAAP, General Ledger, Microsoft Excel, Variance Analysis, Fund Accounting, Bloomberg, Sarbanes-Oxley, SEC filings, Valuation, Bloomberg Terminal, GAAP, Financial Statements, Accruals, Financial Statement..., Data Analysis, Account Reconciliation, Cash Flow, FASB, Accounting, Financial Accounting, Microsoft Office, Monthly Close, Accounting System, Financial Forecasting, Pipelines, Mutual Funds, Fixed Income, Financial Systems, Balance Sheet, Cash, Vlookup, Revenue Recognition, Oil/Gas, Petroleum, SEC Filings, Sarbanes-Oxley Act, Customer Service, Oil & Gas
Education
University of Alabama 2009 — 2010
Professional Specialization, Accounting
University of Alabama 2009 — 2010
B.A., Accounting
University of Mississippi 2004 — 2008
B.A., Banking & Finance
Peter Hunter's Invesco Experience March 2011 - January 2013
Job Senior Key Account Manager at Euromoney Institutional Investor
Industry Publishing
Experience
Euromoney Institutional Investor September 2015 - Present
Euromoney Institutional Investor March 2015 - September 2015
Euromoney Institutional Investor January 2013 - March 2015
Invesco March 2011 - January 2013
Skills
Asset Management, Client Relations Skills, International Sales, B2B, Account Management, Publishing, Institutional..., Investor Relations, Market Analysis, Business Development, Lead Generation, Emerging Markets, Direct Marketing, Marketing, Strategic Partnerships, Client Relations, Investment Management, Strategy
Education
The University of Birmingham 2007 — 2010
Economics BSc
The Henley College 2004 — 2006
International Baccalaureate
Euromoney Institutional Investor September 2015 - Present
Euromoney Institutional Investor March 2015 - September 2015
Euromoney Institutional Investor January 2013 - March 2015
Invesco March 2011 - January 2013
Skills
Asset Management, Client Relations Skills, International Sales, B2B, Account Management, Publishing, Institutional..., Investor Relations, Market Analysis, Business Development, Lead Generation, Emerging Markets, Direct Marketing, Marketing, Strategic Partnerships, Client Relations, Investment Management, Strategy
Education
The University of Birmingham 2007 — 2010
Economics BSc
The Henley College 2004 — 2006
International Baccalaureate
Adam Berthold's Invesco Experience May 2013 - Present
Job Structured Securities Intern at Invesco
Industry Financial Services
Experience
Invesco May 2013 - Present
Invesco May 2012 - August 2012
Skills
C++, Microsoft Excel, Microsoft Office, Analysis, Bloomberg, Investments
Education
University of Dayton 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Computer Science, Junior
Invesco May 2013 - Present
Invesco May 2012 - August 2012
Skills
C++, Microsoft Excel, Microsoft Office, Analysis, Bloomberg, Investments
Education
University of Dayton 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Computer Science, Junior
Christopher Unis's Invesco Experience March 2013 - Present
Job Regional Vice President/Wirehouse Division at Invesco
Industry Financial Services
Experience
Invesco March 2013 - Present
Pioneer Investments August 2009 - March 2013
Managers Investment Group October 2003 - August 2009
John A. Levin & Co. June 2002 - March 2003
Lord Abbett May 2000 - June 2002
Skills
Series 7, Alternative Investments, Mutual Funds, Retirement Planning, Separately Managed..., Hedge Funds, Asset Management, Investments, Investment Strategies, Asset Allocation, Wealth Management
Education
Trinity College-Hartford 1996 — 2000
B.A., Political Science
Scarsdale High School 1992 — 1996
HS Diploma
Invesco March 2013 - Present
Pioneer Investments August 2009 - March 2013
Managers Investment Group October 2003 - August 2009
John A. Levin & Co. June 2002 - March 2003
Lord Abbett May 2000 - June 2002
Skills
Series 7, Alternative Investments, Mutual Funds, Retirement Planning, Separately Managed..., Hedge Funds, Asset Management, Investments, Investment Strategies, Asset Allocation, Wealth Management
Education
Trinity College-Hartford 1996 — 2000
B.A., Political Science
Scarsdale High School 1992 — 1996
HS Diploma
HEATHER EISENHARDT's Invesco Experience July 2012 - Present
Job Channel Marketing at Invesco
Industry Investment Management
Experience
Invesco July 2012 - Present
Invesco Ltd. June 2004 - July 2012
Merrill Lynch July 1995 - 2003
Skills
Asset Managment, Financial Analysis, Business Development, Market Analysis, Active Directory, Marketing, Microsoft Excel, Management, Sales, Strategic Planning, Organizational..., Mutual Funds, Asset Management, Investments, Separately Managed...
Education
University of Houston 1989 — 2003
Bachelor of Arts, English
Invesco July 2012 - Present
Invesco Ltd. June 2004 - July 2012
Merrill Lynch July 1995 - 2003
Skills
Asset Managment, Financial Analysis, Business Development, Market Analysis, Active Directory, Marketing, Microsoft Excel, Management, Sales, Strategic Planning, Organizational..., Mutual Funds, Asset Management, Investments, Separately Managed...
Education
University of Houston 1989 — 2003
Bachelor of Arts, English
Jeff Diaz's Invesco Experience June 2012 - August 2012
Job B.I. Consultant at PREDICTif Solutions
Industry Computer Software
Experience
PREDICTif Solutions January 2013 - Present
Invesco June 2012 - August 2012
University of Houston - Natural Science and Mathematics January 2012 - May 2012
surfside pool May 2011 - February 2012
D.S. Rec February 2007 - July 2011
Skills
ASP.NET MVC, C#, C++, C, Java, UML, UML Tools, Microsoft Office, SQL, Oracle SQL, SQL*Plus, SQL Server 2005/2000, Algorithms, Neural Networks, Decision Trees
Education
University of Houston 2009 — 2012
Bachelor of Science (BS), Computer Science
PREDICTif Solutions January 2013 - Present
Invesco June 2012 - August 2012
University of Houston - Natural Science and Mathematics January 2012 - May 2012
surfside pool May 2011 - February 2012
D.S. Rec February 2007 - July 2011
Skills
ASP.NET MVC, C#, C++, C, Java, UML, UML Tools, Microsoft Office, SQL, Oracle SQL, SQL*Plus, SQL Server 2005/2000, Algorithms, Neural Networks, Decision Trees
Education
University of Houston 2009 — 2012
Bachelor of Science (BS), Computer Science
Rahsaan LeBlanc's Invesco Experience January 2005 - November 2009
Job Regional Controller at Integrated Power Services
Industry Accounting
Experience
Integrated Power Services October 2014 - Present
PSC January 2012 - May 2013
ABM Industries December 2009 - December 2011
Invesco January 2005 - November 2009
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Accounting, Financial Modeling, Forecasting, Internal Controls, Variance Analysis, Auditing, General Ledger, Financial Accounting, Finance, Strategic Financial..., Account Reconciliation, Cash Management, Budgets, GAAP, PeopleSoft, Accounts Payable, Sarbanes-Oxley, SEC filings, US GAAP, Cash Flow, Financial Planning
Education
Tulane University
Masters in Business Adminstration
University of Houston
Bachelor of Business Administration, Finance
Integrated Power Services October 2014 - Present
PSC January 2012 - May 2013
ABM Industries December 2009 - December 2011
Invesco January 2005 - November 2009
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Accounting, Financial Modeling, Forecasting, Internal Controls, Variance Analysis, Auditing, General Ledger, Financial Accounting, Finance, Strategic Financial..., Account Reconciliation, Cash Management, Budgets, GAAP, PeopleSoft, Accounts Payable, Sarbanes-Oxley, SEC filings, US GAAP, Cash Flow, Financial Planning
Education
Tulane University
Masters in Business Adminstration
University of Houston
Bachelor of Business Administration, Finance
Jordan Sallee's Invesco Experience December 2012 - May 2013
Job Midstream Scheduler at BHP Billiton
Industry Oil & Energy
Experience
BHP Billiton January 2015 - Present
BHP Billiton May 2013 - December 2014
Invesco December 2012 - May 2013
First Southwest Company June 2010 - January 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Mac OS X, Photoshop, Bloomberg Terminal, DBC
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Economics
Langham Creek High School
BHP Billiton January 2015 - Present
BHP Billiton May 2013 - December 2014
Invesco December 2012 - May 2013
First Southwest Company June 2010 - January 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Mac OS X, Photoshop, Bloomberg Terminal, DBC
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Economics
Langham Creek High School
Esteban Efigenio's Invesco Experience June 2012 - August 2012
Job Software Developer at Satellite Tracking of People, LLC
Industry Computer Software
Experience
University of Houston Software DeveloperSatellite Tracking of People, LLCJuly 2013 - Present
Invesco June 2012 - August 2012
Animal Hospital of Katy August 2007 - May 2011
Skills
Programming, Mathematical Programming, Software Engineering, C++, C#, ASP.NET MVC, Zend Framework, PHP, UML, Requirements Gathering, Java, Matlab, C, Computer Science
Education
University of Houston 2008 — 2013
Bachelors of Science, Mathematics
University of Houston 2008 — 2013
Bachelor of Science, Computer Science
University of Houston Software DeveloperSatellite Tracking of People, LLCJuly 2013 - Present
Invesco June 2012 - August 2012
Animal Hospital of Katy August 2007 - May 2011
Skills
Programming, Mathematical Programming, Software Engineering, C++, C#, ASP.NET MVC, Zend Framework, PHP, UML, Requirements Gathering, Java, Matlab, C, Computer Science
Education
University of Houston 2008 — 2013
Bachelors of Science, Mathematics
University of Houston 2008 — 2013
Bachelor of Science, Computer Science
Marsha J Mains's Invesco Experience August 2000 - Present
Job Portfolio Administrator Senior at Invesco
Industry Investment Management
Experience
Invesco August 2000 - Present
Skills
Asset Management
Education
University of Houston 1977 — 1978
High School for Performing and Visual Arts 1972 — 1975
Invesco August 2000 - Present
Skills
Asset Management
Education
University of Houston 1977 — 1978
High School for Performing and Visual Arts 1972 — 1975
Nicholas Bolen's Invesco Experience July 2011 - June 2014
Job Financial Data Specialist
Industry Investment Management
Experience
University of Houston June 2014 - December 2014
Invesco July 2011 - June 2014
Invesco September 2010 - July 2011
Art Colony Association/ L. Wallace Productions March 2007 - August 2010
The Orange Show Center for Visionary Art 2008 - 2009
Skills
Account Reconciliation, Investments, Analysis, Valuation, Auditing, Financial Analysis, Microsoft Office, Budgets, Financial Modeling, Finance, Microsoft Excel, Accounting, Mutual Funds, Public Speaking, Customer Service, Management, PowerPoint
Education
University of Houston 2010 — 2014
Master of Business Administration (MBA), Finance
The University of Texas at San Antonio 2004 — 2007
Bachelor of Business Administration (BBA), Finance
University of Houston June 2014 - December 2014
Invesco July 2011 - June 2014
Invesco September 2010 - July 2011
Art Colony Association/ L. Wallace Productions March 2007 - August 2010
The Orange Show Center for Visionary Art 2008 - 2009
Skills
Account Reconciliation, Investments, Analysis, Valuation, Auditing, Financial Analysis, Microsoft Office, Budgets, Financial Modeling, Finance, Microsoft Excel, Accounting, Mutual Funds, Public Speaking, Customer Service, Management, PowerPoint
Education
University of Houston 2010 — 2014
Master of Business Administration (MBA), Finance
The University of Texas at San Antonio 2004 — 2007
Bachelor of Business Administration (BBA), Finance
Helen Chee's Invesco Experience August 1995 - June 1998
Job Sr. IT Manager at United Airlines
Industry Airlines/Aviation
Experience
United Airlines June 2002 - Present
Enron February 2000 - June 2002
Invesco August 1995 - June 1998
Education
University of Houston 1993 — 1995
Master's degree, Electronics and Computer Engineering
United Airlines June 2002 - Present
Enron February 2000 - June 2002
Invesco August 1995 - June 1998
Education
University of Houston 1993 — 1995
Master's degree, Electronics and Computer Engineering
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group