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
MyDung Do MyDung Do's Invesco Experience June 1998 - July 2005
Job Analyst at Strategic Investment Solutions, Inc.
Industry Financial Services
Experience
Strategic Investment Solutions, Inc. July 2005 - Present
Invesco June 1998 - July 2005
Skills
Market Analysis, Competitive Analysis, Security, Team Management, Business Development, Business Strategy, Microsoft Office, Statistical Modeling, Quantitative Finance, Project Management, Risk Assessment
Education
University of Louisville
Master of Business Administration (MBA)
University of Louisville
Bachelor's degree, Mathematics
Strategic Investment Solutions, Inc. July 2005 - Present
Invesco June 1998 - July 2005
Skills
Market Analysis, Competitive Analysis, Security, Team Management, Business Development, Business Strategy, Microsoft Office, Statistical Modeling, Quantitative Finance, Project Management, Risk Assessment
Education
University of Louisville
Master of Business Administration (MBA)
University of Louisville
Bachelor's degree, Mathematics
Taylor Rhett Taylor Rhett's Invesco Experience March 2013 - June 2014
Job Senior Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2014 - Present
Invesco March 2013 - June 2014
Coca-Cola Refreshments June 2010 - March 2013
MEDIASOLUTIONS May 2009 - August 2009
Skills
Sales Presentations, Microsoft Office, PowerPoint, Exel, Public Speaking, Series 7, Series 66, Portfolio Construction, Financial Analysis
Education
University of Mississippi - School of Business Administration 2006 — 2010
University of New South Whales
Marist High School 2001 — 2006
The University of Mississippi, University
Bachelors of Business Administration, Managerial Finance
UBS Wealth Management June 2014 - Present
Invesco March 2013 - June 2014
Coca-Cola Refreshments June 2010 - March 2013
MEDIASOLUTIONS May 2009 - August 2009
Skills
Sales Presentations, Microsoft Office, PowerPoint, Exel, Public Speaking, Series 7, Series 66, Portfolio Construction, Financial Analysis
Education
University of Mississippi - School of Business Administration 2006 — 2010
University of New South Whales
Marist High School 2001 — 2006
The University of Mississippi, University
Bachelors of Business Administration, Managerial Finance
James Kuhl, PMP's Invesco Experience February 2012 - Present
Job Business Systems Analyst at Invesco Ltd.
Industry Investment Management
Experience
Invesco February 2012 - Present
Invesco January 2010 - February 2012
Invesco January 2006 - January 2010
Invesco January 2004 - January 2006
Skills
Microsoft Office, Visual Basic, Access, VBA, Mutual Funds, Business Analysis, Visio, Trading, Accounting, Data Analysis, SQL, Software Documentation, Leadership, MS Project, Operations Management, VBScript, Windows
Education
University of Phoenix 2007 — 2012
Bachelor's Degree, Business - Finance
Invesco February 2012 - Present
Invesco January 2010 - February 2012
Invesco January 2006 - January 2010
Invesco January 2004 - January 2006
Skills
Microsoft Office, Visual Basic, Access, VBA, Mutual Funds, Business Analysis, Visio, Trading, Accounting, Data Analysis, SQL, Software Documentation, Leadership, MS Project, Operations Management, VBScript, Windows
Education
University of Phoenix 2007 — 2012
Bachelor's Degree, Business - Finance
Danielle Spice, CPA's Invesco Experience February 2013 - October 2013
Job Senior GL Accountant at Eventbrite
Industry Accounting
Experience
Eventbrite May 2014 - Present
Gymboree November 2013 - May 2014
Invesco February 2013 - October 2013
Invesco Ltd. October 2011 - February 2013
J.K. Boatwright & Co., P.C. September 2010 - October 2011
DM Snyder CPA, PC January 2009 - April 2009
Darrow Automotive Group June 2008 - July 2008
USC Aiken January 2008 - April 2008
Skills
Attention To Detail, Independent Thinker, Accounting, Microsoft Office, Hard Worker, Self Driven, Bank Reconciliation, CPA, Free Thinking, GAAP, Accruals, Financial Analysis, Income Tax, Corporate Finance, Accounts Receivable, Financial Statements, Self-driven, QuickBooks, Financial Reporting, Auditing, SEC filings, Variance Analysis, Journal Entries, General Ledger, Analysis, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Account Reconciliation, External Audit, Revenue Recognition, Internal Controls, Tax, Year-end Close, Pivot Tables, Monthly Close, Financial Audits, Internal Audit, Sarbanes-Oxley
Education
University of Illinois Springfield 2009 — 2010
Masters, Accounting, 3.71 GPA
University of South Carolina-Aiken 2005 — 2009
Bachelor of Science, Business Administration; Accounting, 3.88 GPA
Eventbrite May 2014 - Present
Gymboree November 2013 - May 2014
Invesco February 2013 - October 2013
Invesco Ltd. October 2011 - February 2013
J.K. Boatwright & Co., P.C. September 2010 - October 2011
DM Snyder CPA, PC January 2009 - April 2009
Darrow Automotive Group June 2008 - July 2008
USC Aiken January 2008 - April 2008
Skills
Attention To Detail, Independent Thinker, Accounting, Microsoft Office, Hard Worker, Self Driven, Bank Reconciliation, CPA, Free Thinking, GAAP, Accruals, Financial Analysis, Income Tax, Corporate Finance, Accounts Receivable, Financial Statements, Self-driven, QuickBooks, Financial Reporting, Auditing, SEC filings, Variance Analysis, Journal Entries, General Ledger, Analysis, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Account Reconciliation, External Audit, Revenue Recognition, Internal Controls, Tax, Year-end Close, Pivot Tables, Monthly Close, Financial Audits, Internal Audit, Sarbanes-Oxley
Education
University of Illinois Springfield 2009 — 2010
Masters, Accounting, 3.71 GPA
University of South Carolina-Aiken 2005 — 2009
Bachelor of Science, Business Administration; Accounting, 3.88 GPA
Bonnie Saynay Bonnie Saynay's Invesco Experience August 2013 - Present
Job Head of Proxy Administration and Governance
Industry Financial Services
Experience
Invesco August 2013 - Present
Invesco Ltd. March 2011 - August 2013
Invesco Ltd. May 2007 - March 2011
AIM Private Asset Management Inc. 2004 - 2006
AIM Investment Services, AIM Funds May 2000 - March 2004
Houston Independent School District September 1998 - May 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Back Office, Bloomberg, Budgets, Business Analysis, Business Process..., Capital Markets, Change Management, Contract Management, Derivatives, ETFs, Equities, Electronic Trading, Executive Management, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Governance, Hedge Funds, Investment Management, Investment Strategies, Investments, Management, Mutual Funds, Options, Organizational..., Portfolio Management, Process Improvement, Program Management, Project Management, Relationship Management, Risk Management, SDLC, Securities, Strategic Financial..., Strategic Planning, Strategy, Team Leadership, Time Management
Education
Wayne State University 1990 — 1992
Masters, English, Magna Cum Laude
University of Michigan 1986 — 1990
B.A., Honors, English
Invesco August 2013 - Present
Invesco Ltd. March 2011 - August 2013
Invesco Ltd. May 2007 - March 2011
AIM Private Asset Management Inc. 2004 - 2006
AIM Investment Services, AIM Funds May 2000 - March 2004
Houston Independent School District September 1998 - May 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Back Office, Bloomberg, Budgets, Business Analysis, Business Process..., Capital Markets, Change Management, Contract Management, Derivatives, ETFs, Equities, Electronic Trading, Executive Management, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Governance, Hedge Funds, Investment Management, Investment Strategies, Investments, Management, Mutual Funds, Options, Organizational..., Portfolio Management, Process Improvement, Program Management, Project Management, Relationship Management, Risk Management, SDLC, Securities, Strategic Financial..., Strategic Planning, Strategy, Team Leadership, Time Management
Education
Wayne State University 1990 — 1992
Masters, English, Magna Cum Laude
University of Michigan 1986 — 1990
B.A., Honors, English
William Gallagher William Gallagher's Invesco Experience April 2013 - January 2014
Job Internal Wholesale Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2014 - Present
Invesco April 2013 - January 2014
Great Point Capital June 2012 - April 2013
Gelber Group LLC November 2010 - April 2012
Fuhrer Wholesale Company October 2009 - July 2010
University of Pittsburgh August 2009 - January 2010
Labor Solutions, LLC April 2009 - June 2009
Skills
Risk Tolerance, Building Relationships, Managing Workflow, Market Research, Risk Monitoring, Microsoft Office, Networking, Series 7, Series 66, Takion Trading Platform, Client Interfacing..., Superior Client Service, Managing Events, Financial Modeling, Derivatives, Bloomberg Terminal, Uniform Combined State..., Electronic Trading, Trading Systems, Portfolio Management, Sales, Trading, Options, Training, Fixed Income, Financial Analysis, Securities, Trading Strategies, Client Services, Investments, Bloomberg, Equities, Entrepreneurship, Alternative Investments, Commodity, Technical Analysis, Hedge Funds
Education
University of Pittsburgh 2006 — 2010
BS, Mathematics, English Writing
University of Virginia 2009 — 2009
Study Abroad Program, Semester At Sea
Saint Viator High School 2002 — 2006
St. James Elementary 1993 — 2002
Nuveen Investments January 2014 - Present
Invesco April 2013 - January 2014
Great Point Capital June 2012 - April 2013
Gelber Group LLC November 2010 - April 2012
Fuhrer Wholesale Company October 2009 - July 2010
University of Pittsburgh August 2009 - January 2010
Labor Solutions, LLC April 2009 - June 2009
Skills
Risk Tolerance, Building Relationships, Managing Workflow, Market Research, Risk Monitoring, Microsoft Office, Networking, Series 7, Series 66, Takion Trading Platform, Client Interfacing..., Superior Client Service, Managing Events, Financial Modeling, Derivatives, Bloomberg Terminal, Uniform Combined State..., Electronic Trading, Trading Systems, Portfolio Management, Sales, Trading, Options, Training, Fixed Income, Financial Analysis, Securities, Trading Strategies, Client Services, Investments, Bloomberg, Equities, Entrepreneurship, Alternative Investments, Commodity, Technical Analysis, Hedge Funds
Education
University of Pittsburgh 2006 — 2010
BS, Mathematics, English Writing
University of Virginia 2009 — 2009
Study Abroad Program, Semester At Sea
Saint Viator High School 2002 — 2006
St. James Elementary 1993 — 2002
Yvonne McHone Yvonne McHone's Invesco Experience January 2013 - Present
Job PMO Governance/Financial Analyst
Industry Investment Management
Experience
Invesco January 2013 - Present
Skills
Asset Management, Investments, Equities, Investment Management, Valuation, Financial Services, Investment Strategies, Securities, Mutual Funds, Financial Analysis, Fixed Income Analysis, PowerPoint, Project Management, General Ledger, Proofreading, QuickBooks, Portfolio Management, Equity Research
Education
University of Houston, C.T. Bauer College of Business 1984 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Invesco January 2013 - Present
Skills
Asset Management, Investments, Equities, Investment Management, Valuation, Financial Services, Investment Strategies, Securities, Mutual Funds, Financial Analysis, Fixed Income Analysis, PowerPoint, Project Management, General Ledger, Proofreading, QuickBooks, Portfolio Management, Equity Research
Education
University of Houston, C.T. Bauer College of Business 1984 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Shaylyn Blake Shaylyn Blake's Invesco Experience July 2011 - July 2012
Job Business Support Analyst Invesco Fixed Income
Industry Investment Management
Experience
Invesco US July 2014 - Present
Invesco US February 2014 - July 2014
Invesco Ltd. July 2012 - February 2014
Invesco July 2011 - July 2012
McDowell Pearman, LLC. February 2011 - July 2011
Hunting Creek May 2009 - June 2010
Integrity Homes and Renovations June 2005 - August 2007
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Communication, Variance Analysis, PeopleSoft, Time Management, Oracle, Accounting, Access, SharePoint, Databases, SEC filings, Oracle Discoverer, BlackRock Aladdin, Auditing, Microsoft Office, Journal Entries, Teamwork, Timely Decision Making, Financial Statements, Financial Reporting, Financial Accounting, Account Reconciliation, Internal Controls, Sarbanes-Oxley Act, US GAAP, Accruals, Outlook, Clarity
Education
University of South Carolina-Columbia 2007 — 2011
B.S., Accounting
Invesco US July 2014 - Present
Invesco US February 2014 - July 2014
Invesco Ltd. July 2012 - February 2014
Invesco July 2011 - July 2012
McDowell Pearman, LLC. February 2011 - July 2011
Hunting Creek May 2009 - June 2010
Integrity Homes and Renovations June 2005 - August 2007
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Communication, Variance Analysis, PeopleSoft, Time Management, Oracle, Accounting, Access, SharePoint, Databases, SEC filings, Oracle Discoverer, BlackRock Aladdin, Auditing, Microsoft Office, Journal Entries, Teamwork, Timely Decision Making, Financial Statements, Financial Reporting, Financial Accounting, Account Reconciliation, Internal Controls, Sarbanes-Oxley Act, US GAAP, Accruals, Outlook, Clarity
Education
University of South Carolina-Columbia 2007 — 2011
B.S., Accounting
Elizabeth Carpio, CRPC® Elizabeth Carpio, CRPC®'s Invesco Experience June 1997 - July 2003
Job Portfolio Associate / Broker/Dealer Client Services
Industry Financial Services
Experience
Morgan Stanley December 2003 - Present
Invesco June 1997 - July 2003
Skills
Retirement Planning, Investments, Series 7, 9, 10, 24,..., Chartered Retirement..., Series 7, Series 63, Securities, Fixed Income, Retirement
Education
University of Phoenix
B.S., Business Administration
Morgan Stanley December 2003 - Present
Invesco June 1997 - July 2003
Skills
Retirement Planning, Investments, Series 7, 9, 10, 24,..., Chartered Retirement..., Series 7, Series 63, Securities, Fixed Income, Retirement
Education
University of Phoenix
B.S., Business Administration
George E. Avery George E. Avery's Invesco Experience October 2010 - Present
Job Senior Product Manager Global Asset Allocation at Invesco
Industry Investment Management
Experience
Invesco October 2010 - Present
Invesco January 2008 - October 2010
Invesco November 2004 - January 2008
Invesco April 2004 - November 2004
Invesco September 2001 - April 2004
Skills
Product Management, Asset Allocation, Mutual Funds, Commodity, CFA Level II Candidate, Series 3, Series 7, Series 63, Global Tactical Asset..., Relationship Management, Client Presentation, Institutional..., Equities, Fixed Income, Alternative Investments, Derivatives, Market Analysis, Competitive Analysis, Morningstar Direct, Zephyr Style Advisor, 401k
Education
University of Virginia 1998 — 2001
Bachelor of Science (BS), Economics
University of Richmond 1997 — 1998
Freshman Year
The Westminster Schools 1991 — 1997
Invesco October 2010 - Present
Invesco January 2008 - October 2010
Invesco November 2004 - January 2008
Invesco April 2004 - November 2004
Invesco September 2001 - April 2004
Skills
Product Management, Asset Allocation, Mutual Funds, Commodity, CFA Level II Candidate, Series 3, Series 7, Series 63, Global Tactical Asset..., Relationship Management, Client Presentation, Institutional..., Equities, Fixed Income, Alternative Investments, Derivatives, Market Analysis, Competitive Analysis, Morningstar Direct, Zephyr Style Advisor, 401k
Education
University of Virginia 1998 — 2001
Bachelor of Science (BS), Economics
University of Richmond 1997 — 1998
Freshman Year
The Westminster Schools 1991 — 1997
Greg Wessel, CFA's Invesco Experience 1995 - 2007
Job Investment Advisor at PNC Wealth Management
Industry Investment Banking
Experience
PNC Wealth Management June 2013 - Present
Deutsche Bank 2007 - 2012
INVESCO 1995 - 2007
PNC February 1994 - February 1995
Skills
Fixed Income, Bloomberg, Capital Markets, Financial Markets, Equities, Investment Management, Portfolio Management, Wealth Management, Bonds, ETFs, Trading, Hedge Funds, Securities, Credit Derivatives, Financial Modeling, Investment Strategies, Finance, Asset Allocation, Derivatives, Investments, Alternative Investments, Equity Research, Investment Banking, Valuation, Private Equity, Asset Managment, Emerging Markets, Corporate Finance, High Yield, Risk Management, Macroeconomics, Electronic Trading, Mutual Funds, Quantitative Analytics, Series 7, Asset Management, Options, Structured Products
Education
University of Louisville 1989 — 1993
Bachelor of Science (B.S.), Finance
PNC Wealth Management June 2013 - Present
Deutsche Bank 2007 - 2012
INVESCO 1995 - 2007
PNC February 1994 - February 1995
Skills
Fixed Income, Bloomberg, Capital Markets, Financial Markets, Equities, Investment Management, Portfolio Management, Wealth Management, Bonds, ETFs, Trading, Hedge Funds, Securities, Credit Derivatives, Financial Modeling, Investment Strategies, Finance, Asset Allocation, Derivatives, Investments, Alternative Investments, Equity Research, Investment Banking, Valuation, Private Equity, Asset Managment, Emerging Markets, Corporate Finance, High Yield, Risk Management, Macroeconomics, Electronic Trading, Mutual Funds, Quantitative Analytics, Series 7, Asset Management, Options, Structured Products
Education
University of Louisville 1989 — 1993
Bachelor of Science (B.S.), Finance
Brenda Saenz Brenda Saenz's Invesco Experience January 2000 - May 2003
Job Teacher at Pasadena ISD
Industry Primary/Secondary Education
Experience
Houston ISD August 2015 - Present
Pasadena ISD August 2003 - Present
Invesco January 2000 - May 2003
Skills
Lesson Planning, Classroom Management, Classroom, Curriculum Design, Differentiated..., Elementary Education, Tutoring, Curriculum Development, Teaching, Literacy, Educational Leadership, Educational Technology, Special Education, K-12, Teacher Training, Student Counseling, Spanish, Language Teaching, RTI, Data Driven Instruction, Teaching Reading, Integrating Technology..., IEP, Early Childhood..., Language Arts, Social Studies
Education
University of St. Thomas (TX) 2012 — 2013
Master of Education (M.Ed.), Counselor Education/School Counseling and Guidance Services
University of St. Thomas (TX) 2003 — 2004
Alternative Teacher Certification
University of Houston, C.T. Bauer College of Business 1998 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
Houston ISD August 2015 - Present
Pasadena ISD August 2003 - Present
Invesco January 2000 - May 2003
Skills
Lesson Planning, Classroom Management, Classroom, Curriculum Design, Differentiated..., Elementary Education, Tutoring, Curriculum Development, Teaching, Literacy, Educational Leadership, Educational Technology, Special Education, K-12, Teacher Training, Student Counseling, Spanish, Language Teaching, RTI, Data Driven Instruction, Teaching Reading, Integrating Technology..., IEP, Early Childhood..., Language Arts, Social Studies
Education
University of St. Thomas (TX) 2012 — 2013
Master of Education (M.Ed.), Counselor Education/School Counseling and Guidance Services
University of St. Thomas (TX) 2003 — 2004
Alternative Teacher Certification
University of Houston, C.T. Bauer College of Business 1998 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
Devangi Thakkar, CPA, CA Devangi Thakkar, CPA, CA's Invesco Experience December 2013 - September 2014
Job CFA Level III candidate
Industry Financial Services
Experience
Invesco US October 2014 - Present
Invesco December 2013 - September 2014
Invesco August 2013 - November 2013
Invesco April 2013 - August 2013
National Stock Exchange of India Limited November 2009 - November 2010
BNP Paribas September 2008 - September 2009
J.M.Gada &Associates August 2007 - August 2008
Khimji Kunverji & Co. April 2006 - August 2007
Skills
Financial Reporting, US GAAP, IFRS, Audit, Financial Analysis, SOX, MS Office Suite, Business Objects, Sybase, FoxPro, Accounting, Variance Analysis, Budgeting, Auditing, Sarbanes-Oxley Act, Finance, Tax, Financial Audits, General Ledger, Financial Statements, Microsoft Office, Budgets, Business Planning, Financial Accounting, Bloomberg, Mutual Funds, Hedge Funds, Valuation, Financial Services, CPA, Portfolio Management, Asset Management, Fixed Income, Alternative Investments, Capital Markets, Banking, Derivatives, Analysis, Financial Modeling, Internal Controls, Management, Risk Management
Education
University of Houston-Victoria 2013 — 2014
Global Master of Business Administration (MBA), Accounting and Finance
University of Mumbai 2001 — 2006
Bachelor's degree, Financial Accounting, Auditing and Taxation, 3.75
Invesco US October 2014 - Present
Invesco December 2013 - September 2014
Invesco August 2013 - November 2013
Invesco April 2013 - August 2013
National Stock Exchange of India Limited November 2009 - November 2010
BNP Paribas September 2008 - September 2009
J.M.Gada &Associates August 2007 - August 2008
Khimji Kunverji & Co. April 2006 - August 2007
Skills
Financial Reporting, US GAAP, IFRS, Audit, Financial Analysis, SOX, MS Office Suite, Business Objects, Sybase, FoxPro, Accounting, Variance Analysis, Budgeting, Auditing, Sarbanes-Oxley Act, Finance, Tax, Financial Audits, General Ledger, Financial Statements, Microsoft Office, Budgets, Business Planning, Financial Accounting, Bloomberg, Mutual Funds, Hedge Funds, Valuation, Financial Services, CPA, Portfolio Management, Asset Management, Fixed Income, Alternative Investments, Capital Markets, Banking, Derivatives, Analysis, Financial Modeling, Internal Controls, Management, Risk Management
Education
University of Houston-Victoria 2013 — 2014
Global Master of Business Administration (MBA), Accounting and Finance
University of Mumbai 2001 — 2006
Bachelor's degree, Financial Accounting, Auditing and Taxation, 3.75
Alyce Mui Alyce Mui's Invesco Experience December 2004 - August 2009
Job Account Manager at EMPOWER Retirement
Industry Financial Services
Experience
Empower Retirement April 2014 - Present
Empower Retirement February 2011 - April 2014
Empower Retirement November 2009 - February 2011
Invesco December 2004 - August 2009
Invesco May 2006 - May 2007
Invesco US December 2004 - May 2006
Skills
Series 6, Change Management, Process Improvement, Series 63, Mutual Funds, Investments, Leadership, 401k, Employee Training, Management, Retirement, Analysis, Call Centers, Strategy, Training
Education
University of Northern Colorado 2000 — 2004
BA, Economics
Empower Retirement April 2014 - Present
Empower Retirement February 2011 - April 2014
Empower Retirement November 2009 - February 2011
Invesco December 2004 - August 2009
Invesco May 2006 - May 2007
Invesco US December 2004 - May 2006
Skills
Series 6, Change Management, Process Improvement, Series 63, Mutual Funds, Investments, Leadership, 401k, Employee Training, Management, Retirement, Analysis, Call Centers, Strategy, Training
Education
University of Northern Colorado 2000 — 2004
BA, Economics
Muneeza Mahmood's Invesco Experience August 2015 - Present
Job Senior Loan Operations Analyst at Invesco
Industry Financial Services
Experience
Invesco August 2015 - Present
Invesco August 2013 - August 2015
Wells Fargo Bank February 2012 - August 2013
Skills
Excellent Written and..., Highly detail oriented, Strong multitasking and..., Ability to work well..., Strong analytical skills, Extensive knowledge and..., Bilingual: Fluent in..., Excellent math and..., Hard working,..., Customer Satisfaction, Loans, Teamwork, Mortgage Lending, Refinance, Finance, Credit, Customer Service, Investments, Time Management, Analysis, Access, Management, Banking, Sales
Education
University of Illinois at Chicago
Bachelor of Business Administration (BBA), Finance and International Business
Invesco August 2015 - Present
Invesco August 2013 - August 2015
Wells Fargo Bank February 2012 - August 2013
Skills
Excellent Written and..., Highly detail oriented, Strong multitasking and..., Ability to work well..., Strong analytical skills, Extensive knowledge and..., Bilingual: Fluent in..., Excellent math and..., Hard working,..., Customer Satisfaction, Loans, Teamwork, Mortgage Lending, Refinance, Finance, Credit, Customer Service, Investments, Time Management, Analysis, Access, Management, Banking, Sales
Education
University of Illinois at Chicago
Bachelor of Business Administration (BBA), Finance and International Business
LaTrease Revis LaTrease Revis's Invesco Experience 2006 - 2007
Job Specializing in Auto Financing
Industry Automotive
Experience
Maxxim Automotive January 2013 - Present
Central United Life Insurance Company November 2007 - January 2014
Invesco 2006 - 2007
AIG September 2000 - April 2006
Skills
Financial Analysis, Financial Modeling, Investments, Team Building, Customer Service, Finance, Leadership, Marketing, Sales, Sales Management, Negotiation, Social Media, Management, Training
Education
University of Phoenix
Bachelor of Business Administration (B.B.A.), Finance, General
Maxxim Automotive January 2013 - Present
Central United Life Insurance Company November 2007 - January 2014
Invesco 2006 - 2007
AIG September 2000 - April 2006
Skills
Financial Analysis, Financial Modeling, Investments, Team Building, Customer Service, Finance, Leadership, Marketing, Sales, Sales Management, Negotiation, Social Media, Management, Training
Education
University of Phoenix
Bachelor of Business Administration (B.B.A.), Finance, General
William Keene William Keene's Invesco Experience May 1998 - October 1998
Job Keene Consulting Solutions
Industry Management Consulting
Experience
Keene Consulting Solutions September 1999 - Present
Invesco May 1998 - October 1998
Skills
Management Consulting, Sales Management, International Business..., Small Business Marketing, Financial Market..., Public Speaking, Spanish Literature, French Literature, Business Relationship..., International Sales, Customer Satisfaction, Viral Marketing, Virtualization, Account Management, Leadership, Team Leadership, Go-to-market Strategy, Strategic Planning, Building Business..., Employee Management, Employee Relations, Small Business Online..., Online Advertising
Education
University of Houston 1995 — 1999
Master of Business Administration (MBA), Minor in Marketing, Small Business, Management, Marketing, and Related Support Services
Keene Consulting Solutions September 1999 - Present
Invesco May 1998 - October 1998
Skills
Management Consulting, Sales Management, International Business..., Small Business Marketing, Financial Market..., Public Speaking, Spanish Literature, French Literature, Business Relationship..., International Sales, Customer Satisfaction, Viral Marketing, Virtualization, Account Management, Leadership, Team Leadership, Go-to-market Strategy, Strategic Planning, Building Business..., Employee Management, Employee Relations, Small Business Online..., Online Advertising
Education
University of Houston 1995 — 1999
Master of Business Administration (MBA), Minor in Marketing, Small Business, Management, Marketing, and Related Support Services
Paul Crescini Paul Crescini's Invesco Experience September 2011 - August 2012
Job Sr. eSupport Specialist at Invesco
Industry Investment Management
Experience
Invesco US March 2015 - Present
Invesco US September 2012 - February 2015
Invesco September 2011 - August 2012
Invesco November 2007 - August 2011
Invesco April 2005 - October 2007
Invesco July 1999 - April 2005
Skills
HTML, CSS, Web Development, Email Marketing, Email Marketing Software, Dreamweaver, HTML Emails, ExactTarget, Adobe Creative Suite, Brainshark, Photoshop, SharePoint, JavaScript, Visio, User Interface Design, XML, HTML 5, Webinar Management, E-Learning, jQuery, Flash, SQL, jQuery UI, Sound Editing, Video Editing, SurveyMonkey, CMS, HTML5
Education
University of Houston 1997 — 2001
Information Technology
Invesco US March 2015 - Present
Invesco US September 2012 - February 2015
Invesco September 2011 - August 2012
Invesco November 2007 - August 2011
Invesco April 2005 - October 2007
Invesco July 1999 - April 2005
Skills
HTML, CSS, Web Development, Email Marketing, Email Marketing Software, Dreamweaver, HTML Emails, ExactTarget, Adobe Creative Suite, Brainshark, Photoshop, SharePoint, JavaScript, Visio, User Interface Design, XML, HTML 5, Webinar Management, E-Learning, jQuery, Flash, SQL, jQuery UI, Sound Editing, Video Editing, SurveyMonkey, CMS, HTML5
Education
University of Houston 1997 — 2001
Information Technology
Troy Saldivar, CFA, CIMA® Troy Saldivar, CFA, CIMA®'s Invesco Experience January 2001 - January 2007
Job Senior Vice President, Senior Portfolio Manager at Kanaly Trust, LTA
Industry Investment Management
Experience
Kanaly Trust, LTA March 2008 - Present
Davis Hamilton Jackson & Associates April 2007 - March 2008
Invesco January 2001 - January 2007
Skills
Mutual Funds
Education
University of Houston
Kanaly Trust, LTA March 2008 - Present
Davis Hamilton Jackson & Associates April 2007 - March 2008
Invesco January 2001 - January 2007
Skills
Mutual Funds
Education
University of Houston
Jim Freese, CIMA's Invesco Experience January 2001 - May 2012
Job Assistant Vice President, Business Development at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research April 2013 - Present
Cambridge Investment Research May 2012 - April 2013
INVESCO January 2001 - May 2012
Nationwide Insurance September 1996 - January 2001
Citicorp Investment Services June 1993 - September 1996
Skills
Series 7, Mutual Funds, ETFs, Investments, Wholesaling
Education
University of Iowa
Cambridge Investment Research April 2013 - Present
Cambridge Investment Research May 2012 - April 2013
INVESCO January 2001 - May 2012
Nationwide Insurance September 1996 - January 2001
Citicorp Investment Services June 1993 - September 1996
Skills
Series 7, Mutual Funds, ETFs, Investments, Wholesaling
Education
University of Iowa
Mark Lattis, CPA, CFA's Invesco Experience 1996 - 2004
Job CPA at Strothman & Company
Industry Accounting
Experience
Strothman+Co November 2013 - Present
Business Owner January 2006 - October 2013
Stock Yards Bank & Trust 2005 - 2006
Invesco 1996 - 2004
Great Financial Bank 1995 - 1996
Skills
Finance, Financial Analysis, Accounting, Portfolio Management, GAAP, Entrepreneurship, Investments, Leadership, Strategic Financial..., QuickBooks, Cash Flow, Financial Reporting, Chartered Financial..., MBA, Client Presentation, Teamwork, Investment Properties, Sage, Financial Accounting, Commercial Real Estate
Education
University of Louisville 2012 — 2013
Accounting
University of Kentucky 1993 — 1994
Master of Business Administration (MBA)
University of Louisville 1987 — 1991
Bachelor of Science in Economics
Strothman+Co November 2013 - Present
Business Owner January 2006 - October 2013
Stock Yards Bank & Trust 2005 - 2006
Invesco 1996 - 2004
Great Financial Bank 1995 - 1996
Skills
Finance, Financial Analysis, Accounting, Portfolio Management, GAAP, Entrepreneurship, Investments, Leadership, Strategic Financial..., QuickBooks, Cash Flow, Financial Reporting, Chartered Financial..., MBA, Client Presentation, Teamwork, Investment Properties, Sage, Financial Accounting, Commercial Real Estate
Education
University of Louisville 2012 — 2013
Accounting
University of Kentucky 1993 — 1994
Master of Business Administration (MBA)
University of Louisville 1987 — 1991
Bachelor of Science in Economics
Taylor Truong Taylor Truong's Invesco Experience March 2012 - Present
Job Adv. BA/PM Transfer Agency
Industry Investment Management
Experience
Invesco March 2012 - Present
Invesco Ltd. May 2007 - February 2012
Meridium June 1999 - May 2007
Skills
Business Analysis, Software Project..., Integration, Process Improvement, Data Warehousing, Visio, Vendor Management, Risk Management, Crystal Reports, Business Process, Business Process..., Microsoft SQL Server, Oracle, BMC Remedy, Data Transformation, Business Objects, SDLC, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Software Implementation, Databases, IT Service Management, Information Technology, Testing, PL/SQL, SSIS, Data Analysis, T-SQL, Training, MS Project, Disaster Recovery, Analysis, Change Management
Education
University of Houston
Bachelor of Business Administration (BBA), Management Information Systems, General
Invesco March 2012 - Present
Invesco Ltd. May 2007 - February 2012
Meridium June 1999 - May 2007
Skills
Business Analysis, Software Project..., Integration, Process Improvement, Data Warehousing, Visio, Vendor Management, Risk Management, Crystal Reports, Business Process, Business Process..., Microsoft SQL Server, Oracle, BMC Remedy, Data Transformation, Business Objects, SDLC, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Software Implementation, Databases, IT Service Management, Information Technology, Testing, PL/SQL, SSIS, Data Analysis, T-SQL, Training, MS Project, Disaster Recovery, Analysis, Change Management
Education
University of Houston
Bachelor of Business Administration (BBA), Management Information Systems, General
Kristopher Woodall Kristopher Woodall's Invesco Experience January 2013 - August 2015
Job Senior iOS Mobile Engineer at ChaiOne
Industry Program Development
Experience
ChaiOne August 2015 - Present
Invesco January 2013 - August 2015
ZFittDesigns January 2012 - November 2012
Apple Retail February 2011 - March 2012
Skills
iOS development, Microsoft Excel, Objective-C, Cocoa, C++, Visual Basic, Microsoft Office, Photoshop, Dreamweaver, MySQL, Linux, Xcode, Mac OS X, iOS, OS X, Java
Education
University of Nevada-Reno 2005 — 2010
Bachelor of Arts (B.A.), Psychology
ChaiOne August 2015 - Present
Invesco January 2013 - August 2015
ZFittDesigns January 2012 - November 2012
Apple Retail February 2011 - March 2012
Skills
iOS development, Microsoft Excel, Objective-C, Cocoa, C++, Visual Basic, Microsoft Office, Photoshop, Dreamweaver, MySQL, Linux, Xcode, Mac OS X, iOS, OS X, Java
Education
University of Nevada-Reno 2005 — 2010
Bachelor of Arts (B.A.), Psychology
Nicholas Clare Nicholas Clare's Invesco Experience September 2013 - Present
Job Associate Equity Portfolio Manager at Invesco
Industry Investment Management
Experience
Invesco September 2013 - Present
Skills
Financial Modeling, Technical Analysis, Series 7, Fundamental Analysis, Stock Valuation, Valuation, Equities, Due Diligence, Investment Banking, Financial Analysis, Mergers, Options, Trading, Commodity, Derivatives, Trading Systems, FX Options, Equity Research, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
B.B.A, Finance, Investment Management
Invesco September 2013 - Present
Skills
Financial Modeling, Technical Analysis, Series 7, Fundamental Analysis, Stock Valuation, Valuation, Equities, Due Diligence, Investment Banking, Financial Analysis, Mergers, Options, Trading, Commodity, Derivatives, Trading Systems, FX Options, Equity Research, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
B.B.A, Finance, Investment Management
Jerry Paul CFA Jerry Paul CFA's Invesco Experience 1994 - 2002
Job Senior Vice President Fixed Income Portfolio Manager at ICON Advisers
Industry Investment Management
Experience
ICON Advisers July 2013 - Present
Consulting October 2012 - Present
Western Alliance Bancorporation May 2012 - October 2012
Belle River March 2011 - April 2012
Essential Investment Partners, LLC January 2009 - March 2011
Quixote Capital Management January 2002 - January 2009
INVESCO 1994 - 2002
Stein Roe and Farnham 1987 - 1992
Century Life of America June 1976 - May 1987
Skills
Fixed Income Management, Absolute Return..., Wealth Management, Fixed Income Research, Private Wealth..., Portfolio Management, Alternative Investments, High Yield, Personnel Leadership, Investments, Asset Management, Fixed Income, Hedge Funds, Mutual Funds, Institutional, Asset Allocation, Fundraising, Non-profit Development, Asset Managment, Wealth Management..., Absolute Return, Fixed Income Analysis, Investment Management, Leadership, Bonds, Securities, Board of Director..., Separately Managed..., Investment Strategies, Board of Directors, Private Equity, Mergers & Acquisitions, Strategic Financial..., Finance, Financial Advisory, Funding, Strategy, Bloomberg, Credit, Investment Advisory, Series 7, Equities, Institutional...
Education
University of Northern Iowa 1976 — 1982
MBA, Management
University of Iowa 1974 — 1976
BBA, Accounting/Finance
ICON Advisers July 2013 - Present
Consulting October 2012 - Present
Western Alliance Bancorporation May 2012 - October 2012
Belle River March 2011 - April 2012
Essential Investment Partners, LLC January 2009 - March 2011
Quixote Capital Management January 2002 - January 2009
INVESCO 1994 - 2002
Stein Roe and Farnham 1987 - 1992
Century Life of America June 1976 - May 1987
Skills
Fixed Income Management, Absolute Return..., Wealth Management, Fixed Income Research, Private Wealth..., Portfolio Management, Alternative Investments, High Yield, Personnel Leadership, Investments, Asset Management, Fixed Income, Hedge Funds, Mutual Funds, Institutional, Asset Allocation, Fundraising, Non-profit Development, Asset Managment, Wealth Management..., Absolute Return, Fixed Income Analysis, Investment Management, Leadership, Bonds, Securities, Board of Director..., Separately Managed..., Investment Strategies, Board of Directors, Private Equity, Mergers & Acquisitions, Strategic Financial..., Finance, Financial Advisory, Funding, Strategy, Bloomberg, Credit, Investment Advisory, Series 7, Equities, Institutional...
Education
University of Northern Iowa 1976 — 1982
MBA, Management
University of Iowa 1974 — 1976
BBA, Accounting/Finance
Laura Heinrich's Invesco Experience September 2003 - Present
Job
Industry Investment Management
Experience
Invesco September 2003 - Present
Quilogy (Microsoft Partner) June 2000 - September 2003
Franklin Templeton Investments April 1994 - March 2000
Skills
Business Analysis, Equities, Asset Managment, Performance Attribution, Fixed Income, SQL
Education
University of Kentucky
B.A., Marketing, Finance
Invesco September 2003 - Present
Quilogy (Microsoft Partner) June 2000 - September 2003
Franklin Templeton Investments April 1994 - March 2000
Skills
Business Analysis, Equities, Asset Managment, Performance Attribution, Fixed Income, SQL
Education
University of Kentucky
B.A., Marketing, Finance
Sara DiCamillo Sara DiCamillo's Invesco Experience August 2012 - Present
Job Internal Sales Consultant at Invesco
Industry Investment Management
Experience
Invesco August 2012 - Present
Invesco August 2010 - August 2012
Oilily February 2005 - September 2009
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Investments, Asset Management, Separately Managed..., Series 6, Fixed Income, Investment Strategies, Equities, Securities, Wealth Management, 401k, Investment Advisory
Education
University of Houston-Downtown 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Invesco August 2012 - Present
Invesco August 2010 - August 2012
Oilily February 2005 - September 2009
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Investments, Asset Management, Separately Managed..., Series 6, Fixed Income, Investment Strategies, Equities, Securities, Wealth Management, 401k, Investment Advisory
Education
University of Houston-Downtown 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Larry Gatti's Invesco Experience May 1999 - April 2005
Job The Gatti Group at Keller Williams Realty Louisville East
Industry Real Estate
Experience
Keller Williams Realty Louisville East December 2008 - Present
ALS Realty April 2005 - November 2008
Apartment Locator Service April 2005 - November 2008
INVESCO May 1999 - April 2005
Skills
Real Estate, Relocation, Referrals, Listings, Sales, Real Estate Transactions, Buyers, New Homes, ABR, First Time Home Buyers, Buyer Representation
Education
University of Louisville 2001 — 2003
MBA, Business and Entrepreneurship
University of Kentucky 1993 — 1997
Bachelors, Finance
Keller Williams Realty Louisville East December 2008 - Present
ALS Realty April 2005 - November 2008
Apartment Locator Service April 2005 - November 2008
INVESCO May 1999 - April 2005
Skills
Real Estate, Relocation, Referrals, Listings, Sales, Real Estate Transactions, Buyers, New Homes, ABR, First Time Home Buyers, Buyer Representation
Education
University of Louisville 2001 — 2003
MBA, Business and Entrepreneurship
University of Kentucky 1993 — 1997
Bachelors, Finance
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
Darrell Holloway's Invesco Experience May 2013 - Present
Job at
Industry Computer Software
Experience
Invesco May 2013 - Present
GC Services July 2011 - May 2013
Bowman Systems October 2008 - April 2011
Skills
Databases, Business Objects, Microsoft SQL Server, SQL, Microsoft Office, Troubleshooting, Microsoft Excel, C#, Crystal Reports
Education
University of Louisiana at Lafayette
Bachelor, Management of Information Systems
Invesco May 2013 - Present
GC Services July 2011 - May 2013
Bowman Systems October 2008 - April 2011
Skills
Databases, Business Objects, Microsoft SQL Server, SQL, Microsoft Office, Troubleshooting, Microsoft Excel, C#, Crystal Reports
Education
University of Louisiana at Lafayette
Bachelor, Management of Information Systems
Nicholas Rider Nicholas Rider's Invesco Experience May 2008 - August 2010
Job Retirement Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2010 - Present
Invesco May 2008 - August 2010
Skills
Series 63, Series 6, Retirement, Financial Services, Mutual Funds, Investments, Asset Allocation, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Newsletters
Education
University of Oklahoma 2003 — 2007
Bachelor of Arts (BA), Public Relations
TIAA-CREF August 2010 - Present
Invesco May 2008 - August 2010
Skills
Series 63, Series 6, Retirement, Financial Services, Mutual Funds, Investments, Asset Allocation, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Newsletters
Education
University of Oklahoma 2003 — 2007
Bachelor of Arts (BA), Public Relations
Orren Prunty Orren Prunty's Invesco Experience June 2013 - September 2013
Job Origination Analyst at B2R Finance
Industry Real Estate
Experience
B2R Finance July 2014 - Present
HavenBrook Homes February 2014 - June 2014
Invesco June 2013 - September 2013
Carter December 2012 - January 2013
Carter May 2012 - August 2012
Capgemini Consulting February 2010 - March 2011
E*TRADE Financial November 2007 - February 2010
Skills
Investment Banking, Financial Modeling, Financial Analysis, Microsoft Office, Excel, Argus, Microsoft Excel, Mergers & Acquisitions, Market Research, Finance, Portfolio Management, Equities, Due Diligence, Investments, Real Estate Development, Budgets, Financial Services, Asset Management, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance and Real Estate
University of Virginia 2001 — 2005
BA, Economics
B2R Finance July 2014 - Present
HavenBrook Homes February 2014 - June 2014
Invesco June 2013 - September 2013
Carter December 2012 - January 2013
Carter May 2012 - August 2012
Capgemini Consulting February 2010 - March 2011
E*TRADE Financial November 2007 - February 2010
Skills
Investment Banking, Financial Modeling, Financial Analysis, Microsoft Office, Excel, Argus, Microsoft Excel, Mergers & Acquisitions, Market Research, Finance, Portfolio Management, Equities, Due Diligence, Investments, Real Estate Development, Budgets, Financial Services, Asset Management, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance and Real Estate
University of Virginia 2001 — 2005
BA, Economics
Lauren A. O'Bryan Lauren A. O'Bryan's Invesco Experience 2008 - May 2012
Job Vice President, Consultant & Client Relations at Nikko Asset Management
Industry Financial Services
Experience
Nikko Asset Management May 2015 - Present
Guggenheim Investments May 2014 - April 2015
Guggenheim Investments May 2012 - May 2014
INVESCO 2008 - May 2012
Citigroup 2006 - 2007
Merrill Lynch Wealth Management, Bank of America Corporation 2004 - 2006
Banc of America Securities May 2005 - August 2005
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
BBA, Finance and Corporate Strategy
University of Michigan 2002 — 2004
Honors College, Pre-Business
Nikko Asset Management May 2015 - Present
Guggenheim Investments May 2014 - April 2015
Guggenheim Investments May 2012 - May 2014
INVESCO 2008 - May 2012
Citigroup 2006 - 2007
Merrill Lynch Wealth Management, Bank of America Corporation 2004 - 2006
Banc of America Securities May 2005 - August 2005
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
BBA, Finance and Corporate Strategy
University of Michigan 2002 — 2004
Honors College, Pre-Business
Andy Apostol Andy Apostol's Invesco Experience 1991 - 2007
Job Senior Account Manager at Invesco US
Industry Investment Management
Experience
Invesco US August 2014 - Present
Galliard Capital Management October 2010 - August 2014
Dwight Asset Management May 2007 - September 2010
INVESCO 1991 - 2007
Chevron USA June 1989 - March 1991
Skills
Fixed Income, Bloomberg, Investment Management, Equities, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Relationship Management, Investments, Hedge Funds, Portfolio Management, Asset Managment, Trading, Bonds, Investment Strategies, Capital Markets
Education
University of Oregon - Charles H. Lundquist College of Business 1985 — 1989
Business Administration and Management, General
Invesco US August 2014 - Present
Galliard Capital Management October 2010 - August 2014
Dwight Asset Management May 2007 - September 2010
INVESCO 1991 - 2007
Chevron USA June 1989 - March 1991
Skills
Fixed Income, Bloomberg, Investment Management, Equities, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Relationship Management, Investments, Hedge Funds, Portfolio Management, Asset Managment, Trading, Bonds, Investment Strategies, Capital Markets
Education
University of Oregon - Charles H. Lundquist College of Business 1985 — 1989
Business Administration and Management, General
West Streib West Streib's Invesco Experience 2013 - Present
Job Manager Corporate Development at Invesco
Industry Financial Services
Experience
Invesco 2013 - Present
KPMG - Office of the Chairman 2010 - 2012
KPMG 2008 - 2010
KPMG 2006 - 2008
Skills
Valuation, Due Diligence, Mergers, Financial Reporting, Cash Flow, Financial Modeling, Financial Analysis, Business Valuation, Corporate Finance, Purchase Price..., DCF, US GAAP, M&A due diligence, Transaction Services, Big 4, Risk Management, Mergers & Acquisitions
Education
University of South Carolina-Columbia 2001 — 2005
Bachelor of Science in Business Administration, Cum Laude, Majors: International Business and Finance
Invesco 2013 - Present
KPMG - Office of the Chairman 2010 - 2012
KPMG 2008 - 2010
KPMG 2006 - 2008
Skills
Valuation, Due Diligence, Mergers, Financial Reporting, Cash Flow, Financial Modeling, Financial Analysis, Business Valuation, Corporate Finance, Purchase Price..., DCF, US GAAP, M&A due diligence, Transaction Services, Big 4, Risk Management, Mergers & Acquisitions
Education
University of South Carolina-Columbia 2001 — 2005
Bachelor of Science in Business Administration, Cum Laude, Majors: International Business and Finance
Jennie Orellana's Invesco Experience July 2012 - November 2013
Job Financial AnalystFMAP at DresserRand
Industry Oil & Energy
Experience
Dresser-Rand - A Siemens Business August 2015 - Present
Dresser-Rand February 2014 - August 2015
Nautic Group December 2013 - February 2014
Invesco July 2012 - November 2013
Integris June 2009 - June 2012
Together We Rise, non-profit January 2012 - May 2012
University of Houston-Downtown August 2008 - May 2009
Skills
Microsoft Office, Spanish, Public Relations, Microsoft Word, PowerPoint, Non-profits, Social Media, Research, Fundraising, Customer Service, Marketing, Outlook, Adobe Creative Suite, Financial Analysis, Access, Leadership Development, Auditing, Contract Management, Accounts Receivable, Social Media Marketing, Financial Accounting, Editing, Small Business, Administrative..., Forecasting, Spreadsheets, Leadership, QuickBooks, Analysis, Time Management, Nonprofits
Education
University of St. Thomas 2010 — 2012
MBA, Accounting
University of Houston-Downtown 2004 — 2009
B.S., Professional Writing
Dresser-Rand - A Siemens Business August 2015 - Present
Dresser-Rand February 2014 - August 2015
Nautic Group December 2013 - February 2014
Invesco July 2012 - November 2013
Integris June 2009 - June 2012
Together We Rise, non-profit January 2012 - May 2012
University of Houston-Downtown August 2008 - May 2009
Skills
Microsoft Office, Spanish, Public Relations, Microsoft Word, PowerPoint, Non-profits, Social Media, Research, Fundraising, Customer Service, Marketing, Outlook, Adobe Creative Suite, Financial Analysis, Access, Leadership Development, Auditing, Contract Management, Accounts Receivable, Social Media Marketing, Financial Accounting, Editing, Small Business, Administrative..., Forecasting, Spreadsheets, Leadership, QuickBooks, Analysis, Time Management, Nonprofits
Education
University of St. Thomas 2010 — 2012
MBA, Accounting
University of Houston-Downtown 2004 — 2009
B.S., Professional Writing
Gustavo Arellano, PMP's Invesco Experience January 1993 - October 1997
Job Experienced Sr. IT Manager
Industry Information Technology and Services
Experience
Y&L Consulting, Inc. February 2010 - September 2015
ISS Facility Services January 2014 - January 2015
Pearson North America June 2011 - February 2013
IBC Bank February 2010 - January 2011
Biodynamic Research Corp January 2008 - December 2009
USAA January 2003 - December 2007
OpenLink Financial February 2001 - October 2002
Norrell September 1997 - October 2001
Invesco January 1993 - October 1997
Skills
Gap Analysis, Software Project..., PMO, SDLC, Waterfall, Requirements Gathering, Agile Project Management, Software Development, Project Management, Business Process..., SharePoint, MS Project, Information Technology, Testing, User Acceptance Testing, Change Management, PMP, Process Improvement, Vendor Management, Management, Scrum, Enterprise Software, Project Portfolio..., Visio, Integration, IT Strategy, Business Analysis
Education
University of Houston, C.T. Bauer College of Business 1987 — 1992
BBA, Management Information Systems
Y&L Consulting, Inc. February 2010 - September 2015
ISS Facility Services January 2014 - January 2015
Pearson North America June 2011 - February 2013
IBC Bank February 2010 - January 2011
Biodynamic Research Corp January 2008 - December 2009
USAA January 2003 - December 2007
OpenLink Financial February 2001 - October 2002
Norrell September 1997 - October 2001
Invesco January 1993 - October 1997
Skills
Gap Analysis, Software Project..., PMO, SDLC, Waterfall, Requirements Gathering, Agile Project Management, Software Development, Project Management, Business Process..., SharePoint, MS Project, Information Technology, Testing, User Acceptance Testing, Change Management, PMP, Process Improvement, Vendor Management, Management, Scrum, Enterprise Software, Project Portfolio..., Visio, Integration, IT Strategy, Business Analysis
Education
University of Houston, C.T. Bauer College of Business 1987 — 1992
BBA, Management Information Systems
Guna Adhikari Guna Adhikari's Invesco Experience March 2015 - Present
Job Fund Accountant
Industry Investment Management
Experience
Invesco March 2015 - Present
Texas A&M International University August 2014 - January 2015
Walmart May 2013 - October 2013
IQRA INC. - Bellfort Food Mart January 2011 - December 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Customer Service, English, Research, Windows, Financial Accounting, Financial Reporting, Financial Analysis, Outlook, Auditing, Account Reconciliation, General Ledger, Budgets, Internal Controls, Tax, Accounts Receivable, Financial Statements, Teamwork
Education
Texas A&M International University 2014 — 2014
Master of Professional Accountancy (MPAcc), Accounting
Texas A&M International University 2013 — 2013
BBA, Accounting
University of Houston-Downtown 2008 — 2012
Accounting
Nepal Commerce Campus (TU) 2001 — 2004
Bachelor's degree in Business Studies (BBS), Finance
Invesco March 2015 - Present
Texas A&M International University August 2014 - January 2015
Walmart May 2013 - October 2013
IQRA INC. - Bellfort Food Mart January 2011 - December 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Customer Service, English, Research, Windows, Financial Accounting, Financial Reporting, Financial Analysis, Outlook, Auditing, Account Reconciliation, General Ledger, Budgets, Internal Controls, Tax, Accounts Receivable, Financial Statements, Teamwork
Education
Texas A&M International University 2014 — 2014
Master of Professional Accountancy (MPAcc), Accounting
Texas A&M International University 2013 — 2013
BBA, Accounting
University of Houston-Downtown 2008 — 2012
Accounting
Nepal Commerce Campus (TU) 2001 — 2004
Bachelor's degree in Business Studies (BBS), Finance
Joseph Sutton Joseph Sutton's Invesco Experience August 2012 - September 2012
Job Associate at Wharton Properties
Industry Real Estate
Experience
Wharton Properties September 2014 - Present
Meridian Capital Group September 2013 - September 2014
Invesco August 2012 - September 2012
SL Green Realty Corp. June 2011 - August 2011
MBF Clearing Corp. June 2008 - August 2008
Skills
Argus Modeling, Excel models, Commercial Real Estate, Real Estate Financing, Due Diligence, Valuation, Real Estate, Property, Disposition, Corporate Real Estate, Real Estate Development, Acquisitions, Asset Management, Dispositions
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Real Estate, Real Estate
Wharton Properties September 2014 - Present
Meridian Capital Group September 2013 - September 2014
Invesco August 2012 - September 2012
SL Green Realty Corp. June 2011 - August 2011
MBF Clearing Corp. June 2008 - August 2008
Skills
Argus Modeling, Excel models, Commercial Real Estate, Real Estate Financing, Due Diligence, Valuation, Real Estate, Property, Disposition, Corporate Real Estate, Real Estate Development, Acquisitions, Asset Management, Dispositions
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Real Estate, Real Estate
Manimala Khan (Das) Manimala Khan (Das)'s Invesco Experience October 2007 - February 2009
Job Sr. Business System Analyst at BMC Software
Industry Information Technology and Services
Experience
BMC Software March 2015 - Present
KBR March 2009 - March 2015
INVESCO October 2007 - February 2009
Bank of America June 2005 - October 2007
Weyerhaeuser December 2004 - June 2005
The Vanguard Group May 2004 - November 2004
Skills
Salesforce.com, Requirements Analysis, Quality Assurance, SDLC, Software Development, Business Analysis, Visio, Software Project..., User Acceptance Testing, Software Documentation, Vendor Management, Requirements Gathering, Agile Methodologies, SQL, SharePoint, Data Warehousing, MS Project, Process Improvement, Business Process..., Agile Modeling, Salesforce.com...
Education
University of North Carolina at Charlotte 2006 — 2007
Graduate Certification, Information Technology Management
University of North Carolina at Charlotte 2005 — 2007
MS, Information Technology
University of North Carolina at Charlotte 2002 — 2005
BS, Computer Science
BMC Software March 2015 - Present
KBR March 2009 - March 2015
INVESCO October 2007 - February 2009
Bank of America June 2005 - October 2007
Weyerhaeuser December 2004 - June 2005
The Vanguard Group May 2004 - November 2004
Skills
Salesforce.com, Requirements Analysis, Quality Assurance, SDLC, Software Development, Business Analysis, Visio, Software Project..., User Acceptance Testing, Software Documentation, Vendor Management, Requirements Gathering, Agile Methodologies, SQL, SharePoint, Data Warehousing, MS Project, Process Improvement, Business Process..., Agile Modeling, Salesforce.com...
Education
University of North Carolina at Charlotte 2006 — 2007
Graduate Certification, Information Technology Management
University of North Carolina at Charlotte 2005 — 2007
MS, Information Technology
University of North Carolina at Charlotte 2002 — 2005
BS, Computer Science
Anthony Bui's Invesco Experience June 2014 - Present
Job Internal Consultant Retirement at Invesco
Industry Investment Management
Experience
Invesco June 2014 - Present
Invesco May 2012 - June 2014
Invesco April 2011 - May 2012
Joseph Stang Law Firm June 2010 - January 2011
Capital One Bank June 2008 - April 2010
Education
University of Houston, C.T. Bauer College of Business 2012 — 2015
Master of Business Administration (MBA), Business Administration; Finance/Management
University of Houston, C.T. Bauer College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance; Oil & Gas Track, Graduate
Sales Excellence Institute 2008 — 2008
Sales Leadership, Sales and Marketing Operations/Marketing and Distribution Teacher Education
Invesco June 2014 - Present
Invesco May 2012 - June 2014
Invesco April 2011 - May 2012
Joseph Stang Law Firm June 2010 - January 2011
Capital One Bank June 2008 - April 2010
Education
University of Houston, C.T. Bauer College of Business 2012 — 2015
Master of Business Administration (MBA), Business Administration; Finance/Management
University of Houston, C.T. Bauer College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance; Oil & Gas Track, Graduate
Sales Excellence Institute 2008 — 2008
Sales Leadership, Sales and Marketing Operations/Marketing and Distribution Teacher Education
Patrick Broderick's Invesco Experience 2003 - 2005
Job Financial Services Marketing
Industry Investment Management
Experience
Harding Loevner LP January 2008 - September 2015
Neuberger Berman 2006 - 2007
Invesco 2003 - 2005
Skills
Marketing, Sales, Portfolio Management, Asset Management, Equities, Mutual Funds, Investments, Series 7, Alternative Investments, Management, Wealth Management, Retirement Planning, Financial Analysis, Investment Strategies, Financial Modeling
Education
University of Pittsburgh 1992 — 1996
Bachelor of Arts (BA), Economics
Harding Loevner LP January 2008 - September 2015
Neuberger Berman 2006 - 2007
Invesco 2003 - 2005
Skills
Marketing, Sales, Portfolio Management, Asset Management, Equities, Mutual Funds, Investments, Series 7, Alternative Investments, Management, Wealth Management, Retirement Planning, Financial Analysis, Investment Strategies, Financial Modeling
Education
University of Pittsburgh 1992 — 1996
Bachelor of Arts (BA), Economics
Donald Osborne Donald Osborne's Invesco Experience July 2007 - Present
Job Analyst at Invesco
Industry Investment Management
Experience
Invesco July 2007 - Present
JPMorgan Chase May 2003 - June 2007
Gaylord Entertainment August 2002 - March 2003
Mirant May 2002 - July 2002
KPMG July 1999 - July 2001
Bank of America March 1998 - June 1999
Hilliard Lyons January 1997 - March 1998
Skills
Strategic Planning, Fixed Income Analysis, Mutual Funds, Investments, High Yield
Education
Vanderbilt University 2001 — 2003
Master of Business Administration (MBA), Finance, Operations
University of Louisville 1990 — 1995
Bachelor of Science (B.S.), Finance, International Business
Invesco July 2007 - Present
JPMorgan Chase May 2003 - June 2007
Gaylord Entertainment August 2002 - March 2003
Mirant May 2002 - July 2002
KPMG July 1999 - July 2001
Bank of America March 1998 - June 1999
Hilliard Lyons January 1997 - March 1998
Skills
Strategic Planning, Fixed Income Analysis, Mutual Funds, Investments, High Yield
Education
Vanderbilt University 2001 — 2003
Master of Business Administration (MBA), Finance, Operations
University of Louisville 1990 — 1995
Bachelor of Science (B.S.), Finance, International Business
Bruce Leete, CFA Bruce Leete, CFA's Invesco Experience June 2014 - Present
Job Senior Derivative Trader
Industry Investment Management
Experience
invesco June 2014 - Present
Barclays 2008 - 2013
Lehman Brothers September 2002 - September 2008
Arthur Andersen September 1996 - June 2000
Skills
Investment Banking, Investments, Financial Services, Derivatives, Capital Markets, Fixed Income, Bloomberg, Alternative Investments, Structured Products, Bonds
Education
Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Finance
University of Richmond - Robins School of Business 1992 — 1996
BS, Accounting
invesco June 2014 - Present
Barclays 2008 - 2013
Lehman Brothers September 2002 - September 2008
Arthur Andersen September 1996 - June 2000
Skills
Investment Banking, Investments, Financial Services, Derivatives, Capital Markets, Fixed Income, Bloomberg, Alternative Investments, Structured Products, Bonds
Education
Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Finance
University of Richmond - Robins School of Business 1992 — 1996
BS, Accounting
Katie Payne's Invesco Experience August 2012 - May 2014
Job Senior Accountant at Invesco
Industry Accounting
Kathy Triyana Kathy Triyana's Invesco Experience 2010 - Present
Job Sales Strategy Manager at Invesco
Industry Investment Management
Experience
Invesco 2010 - Present
Morgan Stanley (Van Kampen Investments) 2008 - 2010
Morgan Stanley 2006 - 2008
Merrill Lynch June 2005 - August 2005
Skills
Mutual Funds, ETFs, Series 63, Series 7, Investments, Asset Allocation, Investment Strategies, Securities, Asset Managment, Investment Management, Equities, Financial Modeling, Series 6, Financial Analysis, Capital Markets, Financial Markets, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Invesco 2010 - Present
Morgan Stanley (Van Kampen Investments) 2008 - 2010
Morgan Stanley 2006 - 2008
Merrill Lynch June 2005 - August 2005
Skills
Mutual Funds, ETFs, Series 63, Series 7, Investments, Asset Allocation, Investment Strategies, Securities, Asset Managment, Investment Management, Equities, Financial Modeling, Series 6, Financial Analysis, Capital Markets, Financial Markets, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Crystal Passmore's Invesco Experience January 2013 - Present
Job Marketing Specialist / Executive Assistant
Industry Commercial Real Estate
Experience
Invesco January 2013 - Present
Mercer February 2009 - October 2012
ORIX Corporation July 2007 - November 2008
ORIX Corporation 2002 - 2008
ORIX Capital Markets August 2005 - July 2007
ORIX Corporation March 2002 - August 2005
Reunion Arena June 2001 - February 2002
Skills
SharePoint, Software Documentation, Vendor Management, Microsoft Office, Process Improvement, Business Analysis, Microsoft Excel, Microsoft Word, Databases, Strategic Planning, Business Process
Education
University of Phoenix 2009 — 2011
Associates, Business Administration
El Centro College
Invesco January 2013 - Present
Mercer February 2009 - October 2012
ORIX Corporation July 2007 - November 2008
ORIX Corporation 2002 - 2008
ORIX Capital Markets August 2005 - July 2007
ORIX Corporation March 2002 - August 2005
Reunion Arena June 2001 - February 2002
Skills
SharePoint, Software Documentation, Vendor Management, Microsoft Office, Process Improvement, Business Analysis, Microsoft Excel, Microsoft Word, Databases, Strategic Planning, Business Process
Education
University of Phoenix 2009 — 2011
Associates, Business Administration
El Centro College
Patty Lynn Patty Lynn's Invesco Experience October 2000 - February 2002
Job Technical and Proposal Consultant
Industry Information Services
Experience
APS, Inc (S-Corp owned by P.M.Lynn) December 2012 - Present
iHealth Technologies September 2009 - May 2011
Fox Systems May 2008 - August 2009
Affiliated Computer Services 2003 - 2008
INVESCO October 2000 - February 2002
Shearson Lehman Trust June 1991 - February 2002
The Boston Company March 1988 - June 1991
Norton Company 1978 - 1988
Skills
Requirements Analysis, Management, Business Analysis, SDLC, Healthcare Information...
Education
University of Illinois at Urbana-Champaign 1971 — 1975
BS, Education
Notre Dame HS 1967 — 1971
College Prep
None
APS, Inc (S-Corp owned by P.M.Lynn) December 2012 - Present
iHealth Technologies September 2009 - May 2011
Fox Systems May 2008 - August 2009
Affiliated Computer Services 2003 - 2008
INVESCO October 2000 - February 2002
Shearson Lehman Trust June 1991 - February 2002
The Boston Company March 1988 - June 1991
Norton Company 1978 - 1988
Skills
Requirements Analysis, Management, Business Analysis, SDLC, Healthcare Information...
Education
University of Illinois at Urbana-Champaign 1971 — 1975
BS, Education
Notre Dame HS 1967 — 1971
College Prep
None
Mark Roethlin, CFA Mark Roethlin, CFA's Invesco Experience June 2010 - March 2011
Job Director at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management March 2011 - Present
Invesco June 2010 - March 2011
Morgan Stanley Investment Management January 2007 - June 2010
Morgan Stanley Investment Management January 2005 - December 2006
Morgan Stanley Investment Management April 2004 - November 2005
Morgan Stanley Investment Management November 2001 - April 2005
Morgan Stanley Investment Management July 1999 - November 2001
JP Morgan Investment Management January 1997 - July 1999
Alliance Capital Management July 1995 - February 1997
Lehman Brothers July 1994 - June 1996
Skills
Equities, Business Planning, Alternative Investments, Hedge Funds, Equity Valuation, Investments, Mutual Funds, Competitive Analysis, Business Strategy, Private Equity, Asset Management, Portfolio Management, Bloomberg, Fund Of Funds, Financial Services, Series 63, Series 7, Options
Education
University of Scranton 1989 — 1993
B.S., Marketing
Don Bosco Prep 1985 — 1989
New York Life Investment Management March 2011 - Present
Invesco June 2010 - March 2011
Morgan Stanley Investment Management January 2007 - June 2010
Morgan Stanley Investment Management January 2005 - December 2006
Morgan Stanley Investment Management April 2004 - November 2005
Morgan Stanley Investment Management November 2001 - April 2005
Morgan Stanley Investment Management July 1999 - November 2001
JP Morgan Investment Management January 1997 - July 1999
Alliance Capital Management July 1995 - February 1997
Lehman Brothers July 1994 - June 1996
Skills
Equities, Business Planning, Alternative Investments, Hedge Funds, Equity Valuation, Investments, Mutual Funds, Competitive Analysis, Business Strategy, Private Equity, Asset Management, Portfolio Management, Bloomberg, Fund Of Funds, Financial Services, Series 63, Series 7, Options
Education
University of Scranton 1989 — 1993
B.S., Marketing
Don Bosco Prep 1985 — 1989
Mark Moots, Jr., CPA's Invesco Experience February 2007 - March 2009
Job Director of Financial Operations at RidgeWorth Capital Management
Industry Financial Services
Experience
RidgeWorth Capital Management September 2011 - Present
Global Payments September 2009 - August 2011
INVESCO February 2007 - March 2009
Invesco Group Services, Inc. January 2004 - February 2007
Invesco National Trust Company January 2004 - February 2007
Invesco Services, Inc. January 2004 - February 2007
Invesco Institutional N.A., Inc. January 2000 - December 2003
Invesco Group Services, Inc. June 1998 - January 2000
Invesco Capital Management, Inc. January 1997 - January 1998
Invesco Services, Inc. August 1995 - January 1997
Education
University of Notre Dame 1982 — 1986
Bachelor of Business Administration, Accounting
Center for Creative Leadership 2002 — 2002
Developing a Strategic Leader Program
University of Chicago Booth School of Business 2002 — 2002
Executive Education Program: Options, Futures and Other Derivatives
University of Notre Dame 1982 — 1986
BBA, Accountancy
RidgeWorth Capital Management September 2011 - Present
Global Payments September 2009 - August 2011
INVESCO February 2007 - March 2009
Invesco Group Services, Inc. January 2004 - February 2007
Invesco National Trust Company January 2004 - February 2007
Invesco Services, Inc. January 2004 - February 2007
Invesco Institutional N.A., Inc. January 2000 - December 2003
Invesco Group Services, Inc. June 1998 - January 2000
Invesco Capital Management, Inc. January 1997 - January 1998
Invesco Services, Inc. August 1995 - January 1997
Education
University of Notre Dame 1982 — 1986
Bachelor of Business Administration, Accounting
Center for Creative Leadership 2002 — 2002
Developing a Strategic Leader Program
University of Chicago Booth School of Business 2002 — 2002
Executive Education Program: Options, Futures and Other Derivatives
University of Notre Dame 1982 — 1986
BBA, Accountancy
Aneta Ortiz Aneta Ortiz's Invesco Experience December 2009 - Present
Job at Invesco
Industry Financial Services
Experience
Invesco December 2009 - Present
Barclays Global Investors June 2005 - July 2009
UBS Financial Services, Inc January 1999 - May 2005
Skills
Outlook, Customer Service, Event Planning, PowerPoint, Internet Explorer, Blackberry, Microsoft Excel, Microsoft Word, Series 63, Series 7, Oracle, Sales Logix
Education
University of Phoenix
Associate, Business
Invesco December 2009 - Present
Barclays Global Investors June 2005 - July 2009
UBS Financial Services, Inc January 1999 - May 2005
Skills
Outlook, Customer Service, Event Planning, PowerPoint, Internet Explorer, Blackberry, Microsoft Excel, Microsoft Word, Series 63, Series 7, Oracle, Sales Logix
Education
University of Phoenix
Associate, Business
Kuan Zhao, CPA Kuan Zhao, CPA's Invesco Experience October 2007 - March 2008
Job Business Analyst at Motiva Enterprises LLC
Industry Oil & Energy
Experience
Motiva Enterprises LLC April 2013 - June 2014
Shell 2008 - 2014
Shell 2008 - 2014
Shell July 2011 - March 2013
Shell Oil Company August 2009 - June 2011
Shell Trading May 2008 - August 2008
Invesco October 2007 - March 2008
Ernst & Young May 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Skills
Financial Analysis, SAP, Financial Modeling, Financial Reporting, Variance Analysis, Forecasting, Sarbanes-Oxley Act, Petroleum, Corporate Finance, Energy, Internal Controls, Accounting, Risk Management, Finance, Valuation
Education
University of Houston, C.T. Bauer College of Business 2003 — 2009
Masters of Accountancy with Concentration in Finance, Accounting and Finance
Motiva Enterprises LLC April 2013 - June 2014
Shell 2008 - 2014
Shell 2008 - 2014
Shell July 2011 - March 2013
Shell Oil Company August 2009 - June 2011
Shell Trading May 2008 - August 2008
Invesco October 2007 - March 2008
Ernst & Young May 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Skills
Financial Analysis, SAP, Financial Modeling, Financial Reporting, Variance Analysis, Forecasting, Sarbanes-Oxley Act, Petroleum, Corporate Finance, Energy, Internal Controls, Accounting, Risk Management, Finance, Valuation
Education
University of Houston, C.T. Bauer College of Business 2003 — 2009
Masters of Accountancy with Concentration in Finance, Accounting and Finance
William Mok William Mok's Invesco Experience 1997 - Present
Job Project Manager/Business Analyst
Industry Financial Services
Experience
Invesco 1997 - Present
Skills
Business Analysis, Asset Managment, Project Management, Project Planning, Project Coordination, Client Liaison, Defect Tracking, Software Implementation, Upgrades, Technical Design, UAT coordination, User Acceptance Testing, Business Process, Integration, Production Support, Oracle Financial, Kofax, Client Relations Skills, Project Teams, Cross-functional Team..., Team-oriented, Global Operations, Process Improvement, Oracle E-Business Suite, Management, Vendor Management, Enterprise Software, Asset Management, Oracle Applications, SDLC, Testing, CRM, Requirements Gathering, Business Process..., Software Project..., Requirements Analysis, Business Requirements
Education
University of Houston
BBA, Management Information Systems
Invesco 1997 - Present
Skills
Business Analysis, Asset Managment, Project Management, Project Planning, Project Coordination, Client Liaison, Defect Tracking, Software Implementation, Upgrades, Technical Design, UAT coordination, User Acceptance Testing, Business Process, Integration, Production Support, Oracle Financial, Kofax, Client Relations Skills, Project Teams, Cross-functional Team..., Team-oriented, Global Operations, Process Improvement, Oracle E-Business Suite, Management, Vendor Management, Enterprise Software, Asset Management, Oracle Applications, SDLC, Testing, CRM, Requirements Gathering, Business Process..., Software Project..., Requirements Analysis, Business Requirements
Education
University of Houston
BBA, Management Information Systems
Rachael Aronson Rachael Aronson's Invesco Experience June 2010 - July 2012
Job CPA
Industry Accounting
Experience
Peddle September 2012 - March 2015
Invesco June 2010 - July 2012
CBIZ MHM, LLC October 2007 - June 2010
Skills
Accounting, GAAP, Account Reconciliation, General Ledger, Financial Analysis, Financial Accounting, Internal Controls, Auditing, Financial Statements, US GAAP, CPA
Education
University of Iowa 2002 — 2007
B.B.A, Accounting and Management
Peddle September 2012 - March 2015
Invesco June 2010 - July 2012
CBIZ MHM, LLC October 2007 - June 2010
Skills
Accounting, GAAP, Account Reconciliation, General Ledger, Financial Analysis, Financial Accounting, Internal Controls, Auditing, Financial Statements, US GAAP, CPA
Education
University of Iowa 2002 — 2007
B.B.A, Accounting and Management
Lindsey Brennan Lindsey Brennan's Invesco Experience January 2012 - July 2015
Job Senior designer/art director in transition
Industry Design
Experience
In transition July 2015 - Present
Invesco January 2012 - July 2015
Elton Designs September 2004 - October 2011
Freelance August 2002 - 2011
Learning Point Associates March 2003 - August 2004
Arlington International Racecourse May 2000 - October 2001
Skills
Packaging, Illustration, Graphics, Direct Mail, Brochures, Advertising, Logo Design, Catalogs, Flyers, Digital Illustration, Invitations, Newsletters, Graphic Design, Adobe Creative Suite
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelors of Fine Arts, Painting
In transition July 2015 - Present
Invesco January 2012 - July 2015
Elton Designs September 2004 - October 2011
Freelance August 2002 - 2011
Learning Point Associates March 2003 - August 2004
Arlington International Racecourse May 2000 - October 2001
Skills
Packaging, Illustration, Graphics, Direct Mail, Brochures, Advertising, Logo Design, Catalogs, Flyers, Digital Illustration, Invitations, Newsletters, Graphic Design, Adobe Creative Suite
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelors of Fine Arts, Painting
A D Frazier A D Frazier's Invesco Experience 1997 - 2001
Job President, Georgia Oak Partners, LLC
Industry Financial Services
Experience
Georgia Oak Partners, LLC. August 2011 - Present
Apache Corporation April 1998 - Present
MHM Services, Inc. September 2010 - January 2014
The Dilenschneider Group January 2011 - August 2011
Tax Council of Georgia July 2010 - January 2011
BOTH USA, LLC July 2008 - September 2010
Danka Office Imaging March 2006 - March 2008
CVS Caremark Corporation May 2002 - 2004
Chicago Stock Exchange February 2001 - 2002
Invesco 1997 - 2001
Education
University of North Carolina School of Law 1965 — 1968
J.D., Law
Georgia Oak Partners, LLC. August 2011 - Present
Apache Corporation April 1998 - Present
MHM Services, Inc. September 2010 - January 2014
The Dilenschneider Group January 2011 - August 2011
Tax Council of Georgia July 2010 - January 2011
BOTH USA, LLC July 2008 - September 2010
Danka Office Imaging March 2006 - March 2008
CVS Caremark Corporation May 2002 - 2004
Chicago Stock Exchange February 2001 - 2002
Invesco 1997 - 2001
Education
University of North Carolina School of Law 1965 — 1968
J.D., Law
Blaine Whaley's Invesco Experience 2007 - Present
Job
Industry Financial Services
Experience
Invesco Aim November 2007 - Present
INVESCO 2007 - Present
Invesco Aim Investments 2007 - Present
Education
University of North Texas 1990 — 1993
Bachelor
Invesco Aim November 2007 - Present
INVESCO 2007 - Present
Invesco Aim Investments 2007 - Present
Education
University of North Texas 1990 — 1993
Bachelor
Brian Sokol's Invesco Experience August 2011 - Present
Job Team Lead at Invesco
Industry Investment Management
Experience
Invesco August 2011 - Present
VHT November 2008 - August 2011
Vance Publishing March 2005 - October 2008
Morgan Stanley Investment Management June 1995 - March 2005
Skills
Software Development, Management, C#, Web Development, Project Management, Web Design, User Interface Design, Software Design, Infrastructure..., Database Design, Database Administration, IT Strategy, Integration, SDLC, Agile Methodologies, SOA, Visio, SEO, ASP.NET, E-commerce, XML, Strategy, Architecture, Microsoft SQL Server, Web Applications, Business Intelligence, .NET, Software Documentation, Architectures, SQL, SharePoint
Education
University of Illinois 1988 — 1993
Bachelor of Science, Biomedical Engineering
Invesco August 2011 - Present
VHT November 2008 - August 2011
Vance Publishing March 2005 - October 2008
Morgan Stanley Investment Management June 1995 - March 2005
Skills
Software Development, Management, C#, Web Development, Project Management, Web Design, User Interface Design, Software Design, Infrastructure..., Database Design, Database Administration, IT Strategy, Integration, SDLC, Agile Methodologies, SOA, Visio, SEO, ASP.NET, E-commerce, XML, Strategy, Architecture, Microsoft SQL Server, Web Applications, Business Intelligence, .NET, Software Documentation, Architectures, SQL, SharePoint
Education
University of Illinois 1988 — 1993
Bachelor of Science, Biomedical Engineering
Kyle Dawkins's Invesco Experience November 2007 - June 2013
Job Program Director 3rd Party Managed Programs at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons June 2013 - Present
INVESCO November 2007 - June 2013
SEIRD April 2004 - August 2007
University of Kentucky Athletics Department August 2000 - June 2001
Skills
Public Relations, Marketing, Management, Media Relations, Investments, Sales, Strategic Planning
Education
Bellarmine University 2009 — 2011
Master of Business Administration (MBA)
University of Kentucky 1996 — 2000
Bachelor of Arts (BA), Journalism
Hilliard Lyons June 2013 - Present
INVESCO November 2007 - June 2013
SEIRD April 2004 - August 2007
University of Kentucky Athletics Department August 2000 - June 2001
Skills
Public Relations, Marketing, Management, Media Relations, Investments, Sales, Strategic Planning
Education
Bellarmine University 2009 — 2011
Master of Business Administration (MBA)
University of Kentucky 1996 — 2000
Bachelor of Arts (BA), Journalism
Donny Overton's Invesco Experience 1999 - 2008
Job Fund Administrator at Hilliard Lyons
Industry Accounting
Experience
Hilliard Lyons March 2011 - Present
Waycross Partners 2008 - 2011
JEFFERSON COUNTY CLERK’S OFFICE 2008 - 2010
INVESCO 1999 - 2008
Skills
Auditing, Internal Audit, Financial Accounting, Accounts Payable, General Ledger, Variance Analysis, Analysis, Finance, Financial Statements, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Valuation
Education
University of Louisville 1999 — 2007
MBA
Hilliard Lyons March 2011 - Present
Waycross Partners 2008 - 2011
JEFFERSON COUNTY CLERK’S OFFICE 2008 - 2010
INVESCO 1999 - 2008
Skills
Auditing, Internal Audit, Financial Accounting, Accounts Payable, General Ledger, Variance Analysis, Analysis, Finance, Financial Statements, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Valuation
Education
University of Louisville 1999 — 2007
MBA
David Blakeman's Invesco Experience July 2000 - Present
Job Senior Business Systems Analyst at Invesco
Industry Investment Management
Experience
Invesco July 2000 - Present
Skills
Financial Analysis, Investments
Education
University of Louisville
Invesco July 2000 - Present
Skills
Financial Analysis, Investments
Education
University of Louisville
Laler DeCosta's Invesco Experience Portfolio ManagerLend Lease Real Estate Investments, Inc.1983 - 2003
Job Portfolio Manager at INVESCO
Industry Real Estate
Experience
INVESCO Portfolio ManagerLend Lease Real Estate Investments, Inc.1983 - 2003
Equitable Real Estate 1983 - 2003
Skills
Asset Managment, Portfolio Management, Investments, Investment Management, Disposition, Valuation, Asset Management, Alternative Investments, Real Estate Economics, Equities, Real Estate Transactions, Acquisitions, Commercial Real Estate, Due Diligence, Financial Modeling, Financial Structuring, Investment Strategies, Private Equity, Real Estate, Capital Markets, Dispositions
Education
University of South Carolina - Darla Moore School of Business 1978 — 1980
Orangeburg Wilkinson 1972 — 1976
High School
INVESCO Portfolio ManagerLend Lease Real Estate Investments, Inc.1983 - 2003
Equitable Real Estate 1983 - 2003
Skills
Asset Managment, Portfolio Management, Investments, Investment Management, Disposition, Valuation, Asset Management, Alternative Investments, Real Estate Economics, Equities, Real Estate Transactions, Acquisitions, Commercial Real Estate, Due Diligence, Financial Modeling, Financial Structuring, Investment Strategies, Private Equity, Real Estate, Capital Markets, Dispositions
Education
University of South Carolina - Darla Moore School of Business 1978 — 1980
Orangeburg Wilkinson 1972 — 1976
High School
Jesse Mundt's Invesco Experience May 2001 - Present
Job Senior Engineer at Invesco
Industry Financial Services
Experience
Invesco May 2001 - Present
Level 3 Communications September 1999 - April 2001
Management Solutions, Inc. April 1998 - September 1999
Greenbrier & Russel July 1996 - April 1998
EDS November 1988 - June 1996
Education
University of Northern Colorado 1984 — 1988
Bachelor of Science (B.S.), Finance
Invesco May 2001 - Present
Level 3 Communications September 1999 - April 2001
Management Solutions, Inc. April 1998 - September 1999
Greenbrier & Russel July 1996 - April 1998
EDS November 1988 - June 1996
Education
University of Northern Colorado 1984 — 1988
Bachelor of Science (B.S.), Finance
lee noack's Invesco Experience July 1996 - June 2009
Job Software Quality
Industry Information Technology and Services
Experience
Invesco July 1996 - June 2009
AIM Management January 1996 - 2009
Toastmasters International 1982 - 2005
RHI Consulting 1996 - 1996
Chevron Texaco 1980 - 1995
United States Air Force 1967 - 1971
Skills
Business Analysis, Integration, Budgets, Software Project..., Testing, Databases, Vendor Management, Process Improvement, Analysis, Project Management, Disaster Recovery, Cross-functional Team..., Requirements Analysis, SharePoint, Oracle E-Business Suite, Quality Assurance, Oracle, Software Documentation, Team Leadership, Management, Team Building, Troubleshooting, SDLC, Change Management
Education
University of Nebraska at Omaha 1969 — 1971
Bachelor, Mathematics/Computer Science
Jarrell High 1957 — 1961
University of Texas
Associate Science, Electrical Engineering Technology
Invesco July 1996 - June 2009
AIM Management January 1996 - 2009
Toastmasters International 1982 - 2005
RHI Consulting 1996 - 1996
Chevron Texaco 1980 - 1995
United States Air Force 1967 - 1971
Skills
Business Analysis, Integration, Budgets, Software Project..., Testing, Databases, Vendor Management, Process Improvement, Analysis, Project Management, Disaster Recovery, Cross-functional Team..., Requirements Analysis, SharePoint, Oracle E-Business Suite, Quality Assurance, Oracle, Software Documentation, Team Leadership, Management, Team Building, Troubleshooting, SDLC, Change Management
Education
University of Nebraska at Omaha 1969 — 1971
Bachelor, Mathematics/Computer Science
Jarrell High 1957 — 1961
University of Texas
Associate Science, Electrical Engineering Technology
Andrea Castagno's Invesco Experience December 2006 - September 2007
Job Commercial Real Estate Portfolio Manager at Integra Bank
Industry Commercial Real Estate
Experience
Integra Bank September 2007 - Present
INVESCO December 2006 - September 2007
INVESCO May 2006 - August 2006
John V. Hanley, Attorney at Law May 2003 - May 2006
Education
University of Kentucky 2002 — 2006
Bachelors of Business Administration, Finance & Marketing
Sacred Heart Academy 1998 — 2002
Diploma
Integra Bank September 2007 - Present
INVESCO December 2006 - September 2007
INVESCO May 2006 - August 2006
John V. Hanley, Attorney at Law May 2003 - May 2006
Education
University of Kentucky 2002 — 2006
Bachelors of Business Administration, Finance & Marketing
Sacred Heart Academy 1998 — 2002
Diploma
W. Ling Chiu, CFA's Invesco Experience 1994 - Present
Job Senior Portfolio Manager at Invesco
Industry Investment Management
Experience
Invesco 1994 - Present
Travelers Life & Annuity May 1993 - August 1993
Travelers Insurance Company May 1992 - August 1992
Skills
Stable Value, Trading, Fixed income securities, Bonds, Portfolio management, Asset Management, Fixed Income, Institutional..., Investment Strategies, Investment Management, Fixed Income Portfolio..., Portfolio Management, Investments
Education
University of Louisville 1990 — 1993
BS / MBA, Math / Actuarial Science / Business Administration
Invesco 1994 - Present
Travelers Life & Annuity May 1993 - August 1993
Travelers Insurance Company May 1992 - August 1992
Skills
Stable Value, Trading, Fixed income securities, Bonds, Portfolio management, Asset Management, Fixed Income, Institutional..., Investment Strategies, Investment Management, Fixed Income Portfolio..., Portfolio Management, Investments
Education
University of Louisville 1990 — 1993
BS / MBA, Math / Actuarial Science / Business Administration
Dan Petter's Invesco Experience April 2001 - March 2008
Job Vice President Sales at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds March 2015 - Present
Invesco Ltd. March 2008 - March 2015
Invesco April 2001 - March 2008
Skills
Mutual Funds, Series 63, Alternative Investments, Series 7, Public Speaking, Series 65, Investments, Budgets, Retirement Planning, Sales Management, Sales, Relationship Management, Asset Allocation, FINRA, IRAs, ETFs, Variable Annuities
Education
University of Houston-Clear Lake 1996 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
OppenheimerFunds March 2015 - Present
Invesco Ltd. March 2008 - March 2015
Invesco April 2001 - March 2008
Skills
Mutual Funds, Series 63, Alternative Investments, Series 7, Public Speaking, Series 65, Investments, Budgets, Retirement Planning, Sales Management, Sales, Relationship Management, Asset Allocation, FINRA, IRAs, ETFs, Variable Annuities
Education
University of Houston-Clear Lake 1996 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Derrek Ostrzyzek's Invesco Experience April 2007 - Present
Job Director at Moran & Company
Industry Real Estate
Experience
Moran & Company April 2015 - Present
INVESCO April 2007 - Present
CB Richard Ellis March 2006 - March 2007
Hackman Capital Partners June 2004 - January 2006
Skills
Dispositions, Valuation, Asset Management, Real Estate Investment, Financial Modeling, Investments, Investment Properties, Private Equity, Real Estate Economics, Due Diligence, Disposition, Real Estate Development
Education
Mary Washington College 1997 — 2001
Moran & Company April 2015 - Present
INVESCO April 2007 - Present
CB Richard Ellis March 2006 - March 2007
Hackman Capital Partners June 2004 - January 2006
Skills
Dispositions, Valuation, Asset Management, Real Estate Investment, Financial Modeling, Investments, Investment Properties, Private Equity, Real Estate Economics, Due Diligence, Disposition, Real Estate Development
Education
Mary Washington College 1997 — 2001
Tom Tyson's Invesco Experience June 2010 - Present
Job Head of Investment Analysis at Invesco
Industry Financial Services
Experience
Invesco June 2010 - Present
Van Kampen Investments October 2000 - June 2010
Financial Research Corp 1996 - 2000
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science, Accountancy
Invesco June 2010 - Present
Van Kampen Investments October 2000 - June 2010
Financial Research Corp 1996 - 2000
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science, Accountancy
Derek Maxwell's Invesco Experience 2015 - Present
Job Internal Audit Manager at Invesco
Industry Financial Services
Experience
Invesco 2015 - Present
INVESCO 2005 - 2015
Education
University of North Texas 1988 — 1993
BS, Advertising, Marketing
Invesco 2015 - Present
INVESCO 2005 - 2015
Education
University of North Texas 1988 — 1993
BS, Advertising, Marketing
Kirt Piihl's Invesco Experience May 1992 - June 1997
Job Project Engineer for DoD
Industry Information Technology and Services
Experience
DoD October 2008 - Present
Scientific Research Corporation March 2004 - October 2008
Scientific Research Corporation 2004 - 2005
Intelidata Technologies July 2001 - March 2004
Home Account Network June 1997 - July 2001
INVESCO May 1992 - June 1997
Skills
Integration, Software Documentation, Program Management, Unix, Servers, Testing, DoD, Business Analysis, Quality Assurance, Project Management, Software Engineering, Information Technology, Project Planning, Requirements Analysis, Networking, Information Assurance, Security, Security Clearance, Visio, SharePoint, Enterprise Software, Systems Engineering, Configuration Management, Process Improvement, Web Applications, Software Development, PMP
Education
University of Wyoming 1990 — 1991
Bachelor of Science, Accounting
University of Wyoming 1987 — 1989
Bachelor of Science, Finance
University of Nebraska-Lincoln 1984 — 1986
International Business, Finance
Alliance High School 1980 — 1984
HS Diploma
DoD October 2008 - Present
Scientific Research Corporation March 2004 - October 2008
Scientific Research Corporation 2004 - 2005
Intelidata Technologies July 2001 - March 2004
Home Account Network June 1997 - July 2001
INVESCO May 1992 - June 1997
Skills
Integration, Software Documentation, Program Management, Unix, Servers, Testing, DoD, Business Analysis, Quality Assurance, Project Management, Software Engineering, Information Technology, Project Planning, Requirements Analysis, Networking, Information Assurance, Security, Security Clearance, Visio, SharePoint, Enterprise Software, Systems Engineering, Configuration Management, Process Improvement, Web Applications, Software Development, PMP
Education
University of Wyoming 1990 — 1991
Bachelor of Science, Accounting
University of Wyoming 1987 — 1989
Bachelor of Science, Finance
University of Nebraska-Lincoln 1984 — 1986
International Business, Finance
Alliance High School 1980 — 1984
HS Diploma
Jason Britz's Invesco Experience January 2003 - Present
Job Manager Portfolio Operations at INVESCO
Industry Investment Management
Experience
INVESCO January 2003 - Present
Invesco US December 1999 - December 2002
Skills
Mutual Funds, Investments, Equities, Fixed Income, Alternative Investments, Bloomberg, Securities, Risk Management, Derivatives
Education
University of Louisville 1995 — 1999
Bachelor's degree, Finance, General
Holy Cross High School 1991 — 1995
INVESCO January 2003 - Present
Invesco US December 1999 - December 2002
Skills
Mutual Funds, Investments, Equities, Fixed Income, Alternative Investments, Bloomberg, Securities, Risk Management, Derivatives
Education
University of Louisville 1995 — 1999
Bachelor's degree, Finance, General
Holy Cross High School 1991 — 1995
Laura Paine's Invesco Experience May 2001 - Present
Job Derivative & Fixed Income Operations Project Manager at INVESCO
Industry Investment Management
Experience
INVESCO May 2001 - Present
AEGON, USA February 1995 - May 2001
Skills
Fixed Income, Derivatives, Asset Allocation, Analysis, Investments, Bloomberg, Investment Strategies, Capital Markets, Portfolio Management, Alternative Investments, Equities, Trading, Investment Management, Mutual Funds, Asset Managment, Financial Markets, Electronic Trading, Securities, Settlement, Series 7, Hedge Funds, Trading Systems, Asset Management, Bloomberg Terminal
Education
University of Kentucky
Business Administration
INVESCO May 2001 - Present
AEGON, USA February 1995 - May 2001
Skills
Fixed Income, Derivatives, Asset Allocation, Analysis, Investments, Bloomberg, Investment Strategies, Capital Markets, Portfolio Management, Alternative Investments, Equities, Trading, Investment Management, Mutual Funds, Asset Managment, Financial Markets, Electronic Trading, Securities, Settlement, Series 7, Hedge Funds, Trading Systems, Asset Management, Bloomberg Terminal
Education
University of Kentucky
Business Administration
Brian Ollmert's Invesco Experience July 2013 - Present
Job Director FP&A Corporate, Investments and Enterprise Support at Invesco
Industry Financial Services
Experience
Invesco July 2013 - Present
Invesco Ltd. September 2010 - June 2013
Invesco Ltd. October 2000 - August 2010
Siemens Building Technologies July 1997 - October 2000
Skills
Accounting, Analysis, Business Analysis, Business Strategy, Finance, Financial Analysis, Financial Modeling, Financial Planning, Mergers, Strategic Financial..., Investments
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1996
BBA, Finance
Invesco July 2013 - Present
Invesco Ltd. September 2010 - June 2013
Invesco Ltd. October 2000 - August 2010
Siemens Building Technologies July 1997 - October 2000
Skills
Accounting, Analysis, Business Analysis, Business Strategy, Finance, Financial Analysis, Financial Modeling, Financial Planning, Mergers, Strategic Financial..., Investments
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1996
BBA, Finance
Thuyen Ho's Invesco Experience Sr. AnalystChevron2006 - 2007
Job Sr. Analyst at INVESCO
Industry Financial Services
Experience
INVESCO Sr. AnalystChevron2006 - 2007
Education
University of Houston 1995 — 2000
INVESCO Sr. AnalystChevron2006 - 2007
Education
University of Houston 1995 — 2000
Erica Houston's Invesco Experience 1997 - 2005
Job Supervisor, Contract Administration at Constellation NewEnergy
Industry Oil & Energy
Experience
Constellation New Energy 2008 - Present
Constellation NewEnergy 2005 - 2008
Invesco 1997 - 2005
Skills
Energy, Process Improvement, Customer Service, Energy Management, Natural Gas, Commodity Markets, Siebel, Renewable Energy, Smart Grid, Power Generation, Energy Markets, Energy Policy, Energy Efficiency, Energy Industry, Electric Power, Cross-functional Team..., Contract Negotiation, Analysis, Solar Energy, Project Management, Leadership, Smart Metering, Management, Change Management, Sales Contracts, Account Management, Electricity Markets
Education
University of Houston-Clear Lake
Bachelor, Business Management and Human Resources
Constellation New Energy 2008 - Present
Constellation NewEnergy 2005 - 2008
Invesco 1997 - 2005
Skills
Energy, Process Improvement, Customer Service, Energy Management, Natural Gas, Commodity Markets, Siebel, Renewable Energy, Smart Grid, Power Generation, Energy Markets, Energy Policy, Energy Efficiency, Energy Industry, Electric Power, Cross-functional Team..., Contract Negotiation, Analysis, Solar Energy, Project Management, Leadership, Smart Metering, Management, Change Management, Sales Contracts, Account Management, Electricity Markets
Education
University of Houston-Clear Lake
Bachelor, Business Management and Human Resources
Matthew Kunze's Invesco Experience 1997 - 2002
Job Experienced Business Developer
Industry Insurance
Experience
Kunze Group November 2008 - Present
Advanced Wealth Management Solutions 2005 - 2008
Ameriprise Financial 2003 - 2006
INVESCO 1997 - 2002
Skills
Mutual Funds, Investments, Strategic Financial..., Leadership, Sales, Sales Operations, Financial Services, Marketing, Management, Finance, Insurance, New Business Development, Team Building, Negotiation, Coaching, Fixed Annuities
Education
University of Phoenix 2008 — 2010
Business
University of Northern Colorado 1985 — 1986
Kunze Group November 2008 - Present
Advanced Wealth Management Solutions 2005 - 2008
Ameriprise Financial 2003 - 2006
INVESCO 1997 - 2002
Skills
Mutual Funds, Investments, Strategic Financial..., Leadership, Sales, Sales Operations, Financial Services, Marketing, Management, Finance, Insurance, New Business Development, Team Building, Negotiation, Coaching, Fixed Annuities
Education
University of Phoenix 2008 — 2010
Business
University of Northern Colorado 1985 — 1986
Jacqueline Vahab's Invesco Experience August 2012 - November 2012
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Invesco August 2012 - November 2012
Morgan Stanley Smith Barney June 2007 - August 2012
Oppenheimer & Co, Inc December 2003 - May 2007
Merrill Lynch & Co June 2002 - December 2003
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Investment Strategies, Fixed Annuities, Retirement, Financial Advisory, Bonds, Hedge Funds, Series 65, Business Strategy, New Business Development, Success Driven, Sales Management, National Accounts, Financial Modeling, Investment Management, Relationship Management, Retirement Planning
Education
University of Maryland, College 2000 — 2002
BA, Psychology
University of Massachusetts, Amherst 1998 — 2000
Merrill Lynch February 2013 - Present
Invesco August 2012 - November 2012
Morgan Stanley Smith Barney June 2007 - August 2012
Oppenheimer & Co, Inc December 2003 - May 2007
Merrill Lynch & Co June 2002 - December 2003
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Investment Strategies, Fixed Annuities, Retirement, Financial Advisory, Bonds, Hedge Funds, Series 65, Business Strategy, New Business Development, Success Driven, Sales Management, National Accounts, Financial Modeling, Investment Management, Relationship Management, Retirement Planning
Education
University of Maryland, College 2000 — 2002
BA, Psychology
University of Massachusetts, Amherst 1998 — 2000
Jane Bender's Invesco Experience 1998 - 2002
Job Training Project Manager at Pearson
Industry Education Management
Experience
Pearson North America November 2010 - November 2013
Pearson October 2007 - December 2010
Iowa City Chamber of Commerce Community Leadership Program 2008 - 2009
Princeton Public Library (IN) March 2005 - June 2007
Princeton Public Library 2005 - 2007
German American Bancorp February 2003 - August 2004
INVESCO 1998 - 2002
Skills
Leadership Development, Staff Development, Instructional Design, Organizational..., Program Management, Training, Coaching, Team Building, Public Speaking, Project Management, Leadership, Strategic Planning, Process Improvement, Human Resources, Performance Management, Management
Education
Iowa City Community Leadership Program 2008-09 2008 — 2009
University of Northern Colorado 1978 — 1980
Bachelor's, Education
Pearson North America November 2010 - November 2013
Pearson October 2007 - December 2010
Iowa City Chamber of Commerce Community Leadership Program 2008 - 2009
Princeton Public Library (IN) March 2005 - June 2007
Princeton Public Library 2005 - 2007
German American Bancorp February 2003 - August 2004
INVESCO 1998 - 2002
Skills
Leadership Development, Staff Development, Instructional Design, Organizational..., Program Management, Training, Coaching, Team Building, Public Speaking, Project Management, Leadership, Strategic Planning, Process Improvement, Human Resources, Performance Management, Management
Education
Iowa City Community Leadership Program 2008-09 2008 — 2009
University of Northern Colorado 1978 — 1980
Bachelor's, Education
Alyssa Maloney's Invesco Experience June 2010 - Present
Job Business Intelligence Manager
Industry Financial Services
Experience
Invesco US November 2013 - Present
Invesco June 2010 - Present
Morgan Stanley January 2008 - May 2010
Morgan Stanley January 2005 - December 2007
Skills
Asset Management
Education
University of Pennsylvania 1994 — 1998
Invesco US November 2013 - Present
Invesco June 2010 - Present
Morgan Stanley January 2008 - May 2010
Morgan Stanley January 2005 - December 2007
Skills
Asset Management
Education
University of Pennsylvania 1994 — 1998
Pam Anthony's Invesco Experience March 2008 - Present
Job Executive Compensation Manager at Invesco
Industry Financial Services
Experience
Invesco March 2008 - Present
AGL Resources 2005 - 2008
AGL Resources 2003 - 2005
AGL Resources 2001 - 2003
AGL Resources 1996 - 2001
Education
University of Massachusetts, Amherst 1972 — 1976
B.A., Classics
Wheaton College (MA) 1972 — 1974
Bachelor of Arts (BA), Classics
Invesco March 2008 - Present
AGL Resources 2005 - 2008
AGL Resources 2003 - 2005
AGL Resources 2001 - 2003
AGL Resources 1996 - 2001
Education
University of Massachusetts, Amherst 1972 — 1976
B.A., Classics
Wheaton College (MA) 1972 — 1974
Bachelor of Arts (BA), Classics
James Gillen's Invesco Experience 2003 - Present
Job Director Asset management at INVESCO
Industry Real Estate
Experience
INVESCO 2003 - Present
HypoVereinsbank 1999 - 2003
Education
University of Notre Dame 1988 — 1992
INVESCO 2003 - Present
HypoVereinsbank 1999 - 2003
Education
University of Notre Dame 1988 — 1992
Jesse Frazier's Invesco Experience July 1998 - Present
Job Compliance Manager at INVESCO
Industry Financial Services
Experience
INVESCO July 1998 - Present
Education
University of Houston-Victoria 2005 — 2007
MBA
INVESCO July 1998 - Present
Education
University of Houston-Victoria 2005 — 2007
MBA
Farooq Jawaid's Invesco Experience March 1997 - Present
Job Head of Investment Ops Apps at INVESCO
Industry Investment Management
Experience
INVESCO March 1997 - Present
Education
University of Houston, C.T. Bauer College of Business 2005 — 2006
MBA
INVESCO March 1997 - Present
Education
University of Houston, C.T. Bauer College of Business 2005 — 2006
MBA
Jerome Garffer's Invesco Experience February 1998 - December 2006
Job Owner, G Capital Investment Group, Inc
Industry Investment Management
Experience
Garffer and Jusino Attorneys at Law May 2013 - Present
G Capital Investment Group, Inc. January 2008 - Present
Hunt Financial Ventures, LLC January 2007 - January 2008
Invesco February 1998 - December 2006
Education
InterAmerican University School of Law 2010 — 2012
JD
University of Michigan 1992 — 1996
BA, Political Science, International Economics
Garffer and Jusino Attorneys at Law May 2013 - Present
G Capital Investment Group, Inc. January 2008 - Present
Hunt Financial Ventures, LLC January 2007 - January 2008
Invesco February 1998 - December 2006
Education
InterAmerican University School of Law 2010 — 2012
JD
University of Michigan 1992 — 1996
BA, Political Science, International Economics
Daniel Starovic's Invesco Experience January 2011 - Present
Job Business Analyst Project Manager at Invesco
Industry Information Technology and Services
Experience
Invesco January 2011 - Present
INVESCO January 2005 - January 2011
AIM Investments 2003 - 2005
Skills
Integration, Requirements Analysis, Mutual Funds, Process Improvement, Analysis, Project Management, Investments, Microsoft SQL Server, SQL, SharePoint, ASP.NET, VBScript, C#, VB.NET, SSRS, Business Process..., Business Process, Software Development, Databases, Business Analysis, Requirements Gathering, Systems Analysis, Data Center, Scrum
Education
University of Houston, C.T. Bauer College of Business 1998 — 2002
MIS, Management Information Systems
Invesco January 2011 - Present
INVESCO January 2005 - January 2011
AIM Investments 2003 - 2005
Skills
Integration, Requirements Analysis, Mutual Funds, Process Improvement, Analysis, Project Management, Investments, Microsoft SQL Server, SQL, SharePoint, ASP.NET, VBScript, C#, VB.NET, SSRS, Business Process..., Business Process, Software Development, Databases, Business Analysis, Requirements Gathering, Systems Analysis, Data Center, Scrum
Education
University of Houston, C.T. Bauer College of Business 1998 — 2002
MIS, Management Information Systems
Dennis Joseph's Invesco Experience January 2007 - Present
Job Officer Assistant Controller Regulatory Services at INVESCO
Industry Investment Management
Experience
INVESCO January 2007 - Present
AIM Investments March 2004 - December 2006
AIM Investments January 1998 - February 2004
AIM Investments January 1994 - December 1997
Invesco Aim June 1992 - January 1994
Skills
Mutual Funds, Accounting, Risk Management, Asset Management, Internal Controls, Account Reconciliation, Auditing, Certified Project..., Analysis, Financial Analysis, Financial Services, Investments, Alternative Investments, Securities, FINRA, Equities, Payments, Asset Managment, Internal Audit, Process Improvement, Series 7, Project Management, Series 63, 401k, Back Office, Corporate Actions, Business Process..., Business Analysis, Fund Accounting, Strategic Financial..., Regulatory Reporting
Education
University of Houston-Clear Lake 1989 — 1991
Bachelor of Science, Accounting
Alvin Community College 1987 — 1989
General Studies
INVESCO January 2007 - Present
AIM Investments March 2004 - December 2006
AIM Investments January 1998 - February 2004
AIM Investments January 1994 - December 1997
Invesco Aim June 1992 - January 1994
Skills
Mutual Funds, Accounting, Risk Management, Asset Management, Internal Controls, Account Reconciliation, Auditing, Certified Project..., Analysis, Financial Analysis, Financial Services, Investments, Alternative Investments, Securities, FINRA, Equities, Payments, Asset Managment, Internal Audit, Process Improvement, Series 7, Project Management, Series 63, 401k, Back Office, Corporate Actions, Business Process..., Business Analysis, Fund Accounting, Strategic Financial..., Regulatory Reporting
Education
University of Houston-Clear Lake 1989 — 1991
Bachelor of Science, Accounting
Alvin Community College 1987 — 1989
General Studies
Alan Birsinger's Invesco Experience June 2000 - Present
Job Global IT Financial Manager at Invesco
Industry Investment Management
Experience
Invesco June 2000 - Present
Compaq April 1997 - June 2000
Skills
Mutual Funds, Risk Management, Project Management, Asset Management, Equities, Business Analysis, Financial Services, SDLC, Portfolio Management, Financial Analysis
Education
University of Houston-Clear Lake 1998 — 1999
Masters of Science, Finance
Dobie
Invesco June 2000 - Present
Compaq April 1997 - June 2000
Skills
Mutual Funds, Risk Management, Project Management, Asset Management, Equities, Business Analysis, Financial Services, SDLC, Portfolio Management, Financial Analysis
Education
University of Houston-Clear Lake 1998 — 1999
Masters of Science, Finance
Dobie
Scott Gambrell's Invesco Experience Sr. Financial AnalystInvesco Ltd.2000 - 2011
Job Manager, Financial Planning and Analysis
Industry Financial Services
Experience
INVESCO Sr. Financial AnalystInvesco Ltd.2000 - 2011
Education
University of Louisville 1983 — 1990
Bachelor of Science (BS), Finance, General
INVESCO Sr. Financial AnalystInvesco Ltd.2000 - 2011
Education
University of Louisville 1983 — 1990
Bachelor of Science (BS), Finance, General
Dan Michalak's Invesco Experience March 2013 - Present
Job Bond Trader at Invesco Ltd.
Industry Financial Services
Experience
Invesco March 2013 - Present
Invesco December 2009 - March 2013
Walter Payton Power Equipment LLC October 2007 - November 2009
Skills
Municipal Bonds, Series 7, Series 63, Investments, Portfolio Management, Fixed Income, Bloomberg, Bonds, Investment Management, Trading, Bloomberg Terminal, Unit Investment Trusts, Unit Trusts, Asset Allocation, ETFs
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
MBA, Investment Management; Strategy, Execution and Valuation
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Finance
Invesco March 2013 - Present
Invesco December 2009 - March 2013
Walter Payton Power Equipment LLC October 2007 - November 2009
Skills
Municipal Bonds, Series 7, Series 63, Investments, Portfolio Management, Fixed Income, Bloomberg, Bonds, Investment Management, Trading, Bloomberg Terminal, Unit Investment Trusts, Unit Trusts, Asset Allocation, ETFs
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
MBA, Investment Management; Strategy, Execution and Valuation
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Finance
Lear Foster MBA's Invesco Experience December 2008 - Present
Job Senior Trade Specialist at INVESCO
Industry Financial Services
Experience
Invesco December 2008 - Present
Hilliard Lyons January 2006 - December 2008
Skills
Investments, Portfolio Management, Mutual Funds, Finance, Banking, Equities, Financial Analysis
Education
Bellarmine University 2012 — 2013
Certificate of Financial Planning, Financial Planning
University of Phoenix 2007 — 2008
MBA, Business Administration
University of Louisville 2001 — 2005
Business Administration, Finance
Invesco December 2008 - Present
Hilliard Lyons January 2006 - December 2008
Skills
Investments, Portfolio Management, Mutual Funds, Finance, Banking, Equities, Financial Analysis
Education
Bellarmine University 2012 — 2013
Certificate of Financial Planning, Financial Planning
University of Phoenix 2007 — 2008
MBA, Business Administration
University of Louisville 2001 — 2005
Business Administration, Finance
Lea Izbicki-Parrott's Invesco Experience October 2012 - Present
Job Extensive Trial Experience
Industry Legal Services
Experience
Invesco October 2012 - Present
Morgan & Pottinger May 2010 - July 2012
Skills
Litigation, Commercial Litigation, Civil Litigation, Arbitration, Pleadings, Lexis, Document Review, Product Liability, Litigation Support, PACER, Class Actions, Depositions, Legal Writing, Personal Injury, Patent Litigation, Courts, Personal Injury..., Medical Malpractice, Legal Assistance, Torts, Document Drafting, Motions, Legal Discovery, Family Law, Hearings, Toxic Tort, Business Litigation, Trial Practice, Litigation Management, Mediation, Corporate Law, Paralegals, Legal Issues, Legal Research, Bankruptcy, Dispute Resolution, Trials, Legal Documents, CaseMap, Appeals, Wrongful Death, Westlaw, Criminal Law, Immigration Law, Insurance Law, Jury Trials, Trial Exhibits, Cite Checking, Construction Law, Breach Of Contract
Education
University of North Carolina at Greensboro 1994 — 1998
Balboa High School 1989 — 1991
Central Texas College
Associate's degree, Paralegal Studies
Invesco October 2012 - Present
Morgan & Pottinger May 2010 - July 2012
Skills
Litigation, Commercial Litigation, Civil Litigation, Arbitration, Pleadings, Lexis, Document Review, Product Liability, Litigation Support, PACER, Class Actions, Depositions, Legal Writing, Personal Injury, Patent Litigation, Courts, Personal Injury..., Medical Malpractice, Legal Assistance, Torts, Document Drafting, Motions, Legal Discovery, Family Law, Hearings, Toxic Tort, Business Litigation, Trial Practice, Litigation Management, Mediation, Corporate Law, Paralegals, Legal Issues, Legal Research, Bankruptcy, Dispute Resolution, Trials, Legal Documents, CaseMap, Appeals, Wrongful Death, Westlaw, Criminal Law, Immigration Law, Insurance Law, Jury Trials, Trial Exhibits, Cite Checking, Construction Law, Breach Of Contract
Education
University of North Carolina at Greensboro 1994 — 1998
Balboa High School 1989 — 1991
Central Texas College
Associate's degree, Paralegal Studies
Christopher Freel, CFA's Invesco Experience October 2010 - May 2012
Job Trader U.S. Investment Grade Credit at Invesco US
Industry Investment Management
Experience
Invesco US February 2013 - Present
Invesco Ltd. April 2012 - March 2013
Invesco October 2010 - May 2012
NZX August 2008 - October 2009
NZX December 2007 - August 2008
Skills
Bonds, Microsoft Excel, Data Analysis, Microsoft Office, Process Improvement, Investments, Trading, Financial Analysis, Financial Modeling, Capital Markets, Risk Management
Education
University of Louisville 2001 — 2007
Bachelors of Science in Business Administration, Finance
Invesco US February 2013 - Present
Invesco Ltd. April 2012 - March 2013
Invesco October 2010 - May 2012
NZX August 2008 - October 2009
NZX December 2007 - August 2008
Skills
Bonds, Microsoft Excel, Data Analysis, Microsoft Office, Process Improvement, Investments, Trading, Financial Analysis, Financial Modeling, Capital Markets, Risk Management
Education
University of Louisville 2001 — 2007
Bachelors of Science in Business Administration, Finance
Paula Telck's Invesco Experience 1997 - 2003
Job Financial Analysis Manager at Vectra Bank Colorado
Industry Banking
Experience
Vectra Bank Colorado April 2014 - Present
Vectra Bank March 2008 - April 2014
CoBiz Financial Inc January 2007 - March 2008
CoBiz Financial 2003 - 2008
CoBiz Financial January 2003 - January 2007
AIM Investments January 2001 - January 2003
Invesco 1997 - 2003
AIM Investments January 1997 - January 2001
Skills
Portfolio Management, Banking, Commercial Banking, Small Business Lending, Loans, Cash Management, Commercial Lending, Credit, Underwriting, Credit Analysis, Investments, Mergers, Retail Banking, Finance, Financial Analysis
Education
University of Northern Colorado 1987 — 1991
Bachelors, Business Finance
University of Northern Colorado 1987 — 1991
B.A, Business Administration; finance
Vectra Bank Colorado April 2014 - Present
Vectra Bank March 2008 - April 2014
CoBiz Financial Inc January 2007 - March 2008
CoBiz Financial 2003 - 2008
CoBiz Financial January 2003 - January 2007
AIM Investments January 2001 - January 2003
Invesco 1997 - 2003
AIM Investments January 1997 - January 2001
Skills
Portfolio Management, Banking, Commercial Banking, Small Business Lending, Loans, Cash Management, Commercial Lending, Credit, Underwriting, Credit Analysis, Investments, Mergers, Retail Banking, Finance, Financial Analysis
Education
University of Northern Colorado 1987 — 1991
Bachelors, Business Finance
University of Northern Colorado 1987 — 1991
B.A, Business Administration; finance
Jeannie Andree's Invesco Experience June 2010 - Present
Job Analyst at Invesco
Industry Investment Management
Experience
Invesco June 2010 - Present
VanKampen February 2008 - June 2010
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science (BS), Economics
Invesco June 2010 - Present
VanKampen February 2008 - June 2010
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science (BS), Economics
Ken Bowling's Invesco Experience 1993 - 2007
Job Manager
Industry Investment Management
Experience
First State Investments October 2013 - Present
Deutsche Bank July 2007 - June 2012
INVESCO 1993 - 2007
GE Appliances 1992 - 1993
Delphi Automotive Systems 1990 - 1992
Skills
Fixed Income, Portfolio Management, Management, Hedge Funds, Asset Management, Equities, Alternative Investments, Capital Markets, Derivatives, Investments, Bloomberg, Emerging Markets, Investment Management, Asset Allocation, Financial Modeling, Valuation, Financial Markets, Trading, Investment Strategies
Education
University of Louisville 1984 — 1989
MEng, Mechanical Engineering
First State Investments October 2013 - Present
Deutsche Bank July 2007 - June 2012
INVESCO 1993 - 2007
GE Appliances 1992 - 1993
Delphi Automotive Systems 1990 - 1992
Skills
Fixed Income, Portfolio Management, Management, Hedge Funds, Asset Management, Equities, Alternative Investments, Capital Markets, Derivatives, Investments, Bloomberg, Emerging Markets, Investment Management, Asset Allocation, Financial Modeling, Valuation, Financial Markets, Trading, Investment Strategies
Education
University of Louisville 1984 — 1989
MEng, Mechanical Engineering
Narayanan Ramachandran's Invesco Experience October 2009 - Present
Job Sr. OBIEE Developer at INVESCO
Industry Information Technology and Services
Experience
INVESCO October 2009 - Present
Icon Information Consultants December 2003 - September 2009
Deloitte & Touche 1999 - 2004
CGI-AMS 1999 - 2003
Skills
Business Intelligence, SQL, Databases
Education
R. V. College of Engineering, Bangalore 1985 — 1990
BE, Electronics Engineering
University of Missouri-Columbia
MS, Electrical & Computer Engineering
INVESCO October 2009 - Present
Icon Information Consultants December 2003 - September 2009
Deloitte & Touche 1999 - 2004
CGI-AMS 1999 - 2003
Skills
Business Intelligence, SQL, Databases
Education
R. V. College of Engineering, Bangalore 1985 — 1990
BE, Electronics Engineering
University of Missouri-Columbia
MS, Electrical & Computer Engineering
David Culley's Invesco Experience 1997 - 2008
Job Financial Services Professional Currently Seeking New Role
Industry Financial Services
Experience
Currently Seeking New Role June 2013 - Present
Tegrit Group January 2012 - June 2013
SunGard Consulting Services March 2007 - August 2011
Invesco 1997 - 2008
USTrust 1990 - 1995
Skills
Project Management, Retirement Plan..., OMNI, Back Office, Electronic Trading, Conversions, Settlement, Financial Systems, Project Plans, Business Analysis, Management Consulting, Retirement Services, Leading Projects, Performance Measurement, Software Implementation, Financial Sector, Corporate Actions, Financial Services, Retirement, Requirements Gathering, Program Management, Vendor Management, Data Conversion, Mutual Funds, Management, 401k, Business Process..., Defined Benefit
Education
Westfield State University 1981 — 1984
BA, Economics/Political Science
Westfield State University 1981 — 1984
economics, political science, economics, political science
University of Maine 1980 — 1981
Currently Seeking New Role June 2013 - Present
Tegrit Group January 2012 - June 2013
SunGard Consulting Services March 2007 - August 2011
Invesco 1997 - 2008
USTrust 1990 - 1995
Skills
Project Management, Retirement Plan..., OMNI, Back Office, Electronic Trading, Conversions, Settlement, Financial Systems, Project Plans, Business Analysis, Management Consulting, Retirement Services, Leading Projects, Performance Measurement, Software Implementation, Financial Sector, Corporate Actions, Financial Services, Retirement, Requirements Gathering, Program Management, Vendor Management, Data Conversion, Mutual Funds, Management, 401k, Business Process..., Defined Benefit
Education
Westfield State University 1981 — 1984
BA, Economics/Political Science
Westfield State University 1981 — 1984
economics, political science, economics, political science
University of Maine 1980 — 1981
Gene Cannon's Invesco Experience September 2008 - Present
Job Sales at Invesco
Industry Financial Services
Experience
Invesco September 2008 - Present
Invesco Ltd. February 2005 - August 2008
Education
University of Iowa 1999 — 2003
Bachelor of Arts (BA), Finance, General
Invesco September 2008 - Present
Invesco Ltd. February 2005 - August 2008
Education
University of Iowa 1999 — 2003
Bachelor of Arts (BA), Finance, General
Darla Winstead's Invesco Experience August 2006 - August 2007
Job Sr. Accountant at Premiere Global Services
Industry Telecommunications
Experience
Premiere Global Services August 2007 - Present
Premiere Global Services August 2007 - Present
Invesco August 2006 - August 2007
First Data Corp February 2001 - December 2005
Education
University of Phoenix
BS, Accounting
Vincennes University
Accounting
Premiere Global Services August 2007 - Present
Premiere Global Services August 2007 - Present
Invesco August 2006 - August 2007
First Data Corp February 2001 - December 2005
Education
University of Phoenix
BS, Accounting
Vincennes University
Accounting
Wayne Pierce's Invesco Experience August 2001 - July 2007
Job Wayne Pierce CPA
Industry Oil & Energy
Experience
Memorial Resource Development Corp. August 2014 - September 2015
Pierce Tax Consulting September 2013 - August 2014
Schlumberger February 2013 - August 2013
Kinder Morgan July 2007 - February 2013
Invesco August 2001 - July 2007
Enron October 1998 - June 2001
Hess Corporation October 1997 - October 1998
Shell September 1996 - October 1997
Skills
Tax Research, Tax, UK Corporation Tax, Accounting, Tax Accounting, Sarbanes-Oxley Act, Corporate Tax, Variance Analysis, Financial Reporting, Internal Controls, Account Reconciliation, Mergers & Acquisitions, CPA, Financial Analysis, Due Diligence, SEC Filings, Management, Auditing
Education
University of Houston 1999 — 2002
MBA, Tax, 3.9
University of New Orleans 1993 — 1996
Bachelor of Arts, Accounting, 3.6
Memorial Resource Development Corp. August 2014 - September 2015
Pierce Tax Consulting September 2013 - August 2014
Schlumberger February 2013 - August 2013
Kinder Morgan July 2007 - February 2013
Invesco August 2001 - July 2007
Enron October 1998 - June 2001
Hess Corporation October 1997 - October 1998
Shell September 1996 - October 1997
Skills
Tax Research, Tax, UK Corporation Tax, Accounting, Tax Accounting, Sarbanes-Oxley Act, Corporate Tax, Variance Analysis, Financial Reporting, Internal Controls, Account Reconciliation, Mergers & Acquisitions, CPA, Financial Analysis, Due Diligence, SEC Filings, Management, Auditing
Education
University of Houston 1999 — 2002
MBA, Tax, 3.9
University of New Orleans 1993 — 1996
Bachelor of Arts, Accounting, 3.6
Renalie Gomez's Invesco Experience October 2010 - March 2013
Job Tax Accountant II at Service Corporation International
Industry Accounting
Experience
Service Corporation International March 2013 - Present
Invesco October 2010 - March 2013
PKF Texas June 2009 - September 2010
Skills
Tax Research, Tax, Income Tax, Accounting, Corporate Tax, International Tax, QuickBooks
Education
University of Houston, C.T. Bauer College of Business 2004 — 2009
Masters, Accounting
Service Corporation International March 2013 - Present
Invesco October 2010 - March 2013
PKF Texas June 2009 - September 2010
Skills
Tax Research, Tax, Income Tax, Accounting, Corporate Tax, International Tax, QuickBooks
Education
University of Houston, C.T. Bauer College of Business 2004 — 2009
Masters, Accounting
Christopher N. Savard's Invesco Experience January 2003 - November 2005
Job Accountant at UW School of Medicine and Public Health
Industry Accounting
Experience
UW School of Medicine and Public Health, Surgery September 2014 - Present
University of Wisconsin-Madison June 2009 - September 2014
University of Wisconsin-Madison June 2006 - June 2009
Invesco January 2003 - November 2005
Skills
Accounting, Financial Accounting, Auditing, Data Analysis, Process Improvement, Business Analysis, Account Reconciliation, Business Planning, Microsoft Office, Higher Education, Student Affairs, Microsoft Excel, Budgets, Financial Reporting, Customer Service, Financial Analysis, Accounts Receivable
Education
University of Northern Colorado 1996 — 2001
Bachelors, Business Admin: Computer Info Systems
UW School of Medicine and Public Health, Surgery September 2014 - Present
University of Wisconsin-Madison June 2009 - September 2014
University of Wisconsin-Madison June 2006 - June 2009
Invesco January 2003 - November 2005
Skills
Accounting, Financial Accounting, Auditing, Data Analysis, Process Improvement, Business Analysis, Account Reconciliation, Business Planning, Microsoft Office, Higher Education, Student Affairs, Microsoft Excel, Budgets, Financial Reporting, Customer Service, Financial Analysis, Accounts Receivable
Education
University of Northern Colorado 1996 — 2001
Bachelors, Business Admin: Computer Info Systems
Nora Morris's Invesco Experience January 2013 - August 2014
Job Senior Credit Analyst at Agilysys
Industry Accounting
Experience
Agilysys August 2014 - Present
Invesco January 2013 - August 2014
Invesco November 2009 - December 2012
Inovis August 2003 - September 2009
Logical Choice Technologies, Inc January 2000 - July 2003
Barton Protective Services, Inc November 1998 - January 2000
Shore-Varrone, Inc October 1996 - November 1998
Crawford & Company January 1986 - August 1996
Skills
CRM, Accounts Receivable, Microsoft Excel, Account Reconciliation, Analysis, Microsoft Office, Invoicing, Customer Service, Project Management
Education
University of North Carolina at Greensboro
BS, Business Administration
Agilysys August 2014 - Present
Invesco January 2013 - August 2014
Invesco November 2009 - December 2012
Inovis August 2003 - September 2009
Logical Choice Technologies, Inc January 2000 - July 2003
Barton Protective Services, Inc November 1998 - January 2000
Shore-Varrone, Inc October 1996 - November 1998
Crawford & Company January 1986 - August 1996
Skills
CRM, Accounts Receivable, Microsoft Excel, Account Reconciliation, Analysis, Microsoft Office, Invoicing, Customer Service, Project Management
Education
University of North Carolina at Greensboro
BS, Business Administration
Cyril Ihaza's Invesco Experience June 2009 - May 2010
Job Inventory Contractor at Houston ISD
Industry Accounting
Experience
Houston ISD May 2014 - October 2014
Bechtel Equipment Operations September 2012 - March 2014
Bechtel Equipment Operations August 2011 - September 2012
Internal Revenue Service (IRS) February 2011 - April 2011
Invesco June 2009 - May 2010
Industrial Info Resources August 2007 - February 2009
Skills
Accounting, QuickBooks, Microsoft Excel, Account Reconciliation, Financial Reporting, Financial Analysis, General Ledger, Outlook, GAAP, Auditing, Microsoft Office, Journal Entries, Cost Accounting, SAP, Tax, Analysis, Time Management, Process Improvement, Variance Analysis, Management, Microsoft Word, Financial Accounting, Accounts Payable, Fixed Assets, Peachtree, Spreadsheets, Tax Preparation, Sarbanes-Oxley Act, Internal Controls
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration, Accounting
Houston ISD May 2014 - October 2014
Bechtel Equipment Operations September 2012 - March 2014
Bechtel Equipment Operations August 2011 - September 2012
Internal Revenue Service (IRS) February 2011 - April 2011
Invesco June 2009 - May 2010
Industrial Info Resources August 2007 - February 2009
Skills
Accounting, QuickBooks, Microsoft Excel, Account Reconciliation, Financial Reporting, Financial Analysis, General Ledger, Outlook, GAAP, Auditing, Microsoft Office, Journal Entries, Cost Accounting, SAP, Tax, Analysis, Time Management, Process Improvement, Variance Analysis, Management, Microsoft Word, Financial Accounting, Accounts Payable, Fixed Assets, Peachtree, Spreadsheets, Tax Preparation, Sarbanes-Oxley Act, Internal Controls
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration, Accounting
Jayshree Thakor's Invesco Experience November 2010 - March 2013
Job Petroleum Accountant at CVR Energy, Inc.
Industry Accounting
Experience
CVR Energy, Inc. March 2013 - Present
Invesco November 2010 - March 2013
Invesco June 2008 - November 2010
Skills
Bloomberg, fundsuite, Mobius, QuickBooks, Peachtree, Microsoft Office, Fundstation, Portia, PAS, Account Reconciliation, Financial Reporting, Financial Accounting, Bank Reconciliation, Journal Entries, Calculate Net Asset..., Fund Accounting
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
CVR Energy, Inc. March 2013 - Present
Invesco November 2010 - March 2013
Invesco June 2008 - November 2010
Skills
Bloomberg, fundsuite, Mobius, QuickBooks, Peachtree, Microsoft Office, Fundstation, Portia, PAS, Account Reconciliation, Financial Reporting, Financial Accounting, Bank Reconciliation, Journal Entries, Calculate Net Asset..., Fund Accounting
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Ernest Jerez's Invesco Experience November 2013 - Present
Job Analyst Desktop Services Group at Invesco
Industry Information Technology and Services
Experience
Invesco November 2013 - Present
Skills
Account Management, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, SDLC, Solution Selling, Strategic Planning
Education
University of Houston, C.T. Bauer College of Business 1996 — 1998
Bachelor of Business Administration (BBA), Management Information Systems, General
Invesco November 2013 - Present
Skills
Account Management, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, SDLC, Solution Selling, Strategic Planning
Education
University of Houston, C.T. Bauer College of Business 1996 — 1998
Bachelor of Business Administration (BBA), Management Information Systems, General
Dan Chambers, CIMA®'s Invesco Experience March 2002 - May 2003
Job Vice President Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2015 - Present
F-Squared Investments March 2014 - March 2015
Wells Fargo Advisors, LLC July 2008 - March 2014
Virtus Investment Partners October 2006 - July 2008
John Hancock Funds May 2003 - October 2006
INVESCO March 2002 - May 2003
J&W Seligman September 1999 - March 2002
Van Kampen Investments March 1997 - September 1999
Milliken & Company May 1990 - March 1997
Skills
Mutual Funds, Alternative Investments, Wealth Management, Separately Managed..., ETFs, Coaching, Practice Management, Series 7, Investments, Asset Allocation, Series 63, Asset Management, Securities
Education
Western Illinois University 1986 — 1990
Bachelor of Science (BS), Finance, General
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
Nuveen Investments August 2015 - Present
F-Squared Investments March 2014 - March 2015
Wells Fargo Advisors, LLC July 2008 - March 2014
Virtus Investment Partners October 2006 - July 2008
John Hancock Funds May 2003 - October 2006
INVESCO March 2002 - May 2003
J&W Seligman September 1999 - March 2002
Van Kampen Investments March 1997 - September 1999
Milliken & Company May 1990 - March 1997
Skills
Mutual Funds, Alternative Investments, Wealth Management, Separately Managed..., ETFs, Coaching, Practice Management, Series 7, Investments, Asset Allocation, Series 63, Asset Management, Securities
Education
Western Illinois University 1986 — 1990
Bachelor of Science (BS), Finance, General
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
Shayla Benoit's Invesco Experience January 2009 - June 2013
Job Senior Pension Administrator at VALIC
Industry Investment Management
Experience
VALIC June 2013 - Present
Invesco January 2009 - June 2013
Invesco June 2006 - January 2009
Invesco June 2004 - June 2006
Skills
Microsoft Office, Series 6, Series 7, Series 66, CRM, RFP Generation, Retirement Plan..., Qualified Retirement..., Retirement Benefits, IRAs, Mutual Funds, Organizational..., Customer Service, Relationship Management, Marketing, Business Development, ERISA, Benchmarking, CRPS, CRPC, 401k, Uniform Combined State..., Retirement
Education
University of Houston 1999 — 2004
Bachelor of Business Administration (BBA), Finance
VALIC June 2013 - Present
Invesco January 2009 - June 2013
Invesco June 2006 - January 2009
Invesco June 2004 - June 2006
Skills
Microsoft Office, Series 6, Series 7, Series 66, CRM, RFP Generation, Retirement Plan..., Qualified Retirement..., Retirement Benefits, IRAs, Mutual Funds, Organizational..., Customer Service, Relationship Management, Marketing, Business Development, ERISA, Benchmarking, CRPS, CRPC, 401k, Uniform Combined State..., Retirement
Education
University of Houston 1999 — 2004
Bachelor of Business Administration (BBA), Finance
HAL WHITESIDE's Invesco Experience July 2011 - March 2012
Job Technical Analyst at Carlson Wagonlit Travel
Industry Information Technology and Services
Experience
Carlson Wagonlit Travel November 2012 - Present
NiSource May 2012 - December 2012
Invesco July 2011 - March 2012
Bayer MaterialScience February 2011 - July 2011
Andrews Kurth LLP October 2010 - November 2010
UPS May 1997 - July 2010
ValvTechnologies March 1995 - September 1996
Cates Controls 1986 - 1987
Skills
Active Directory, Technical Support, XP, Windows 7, Laptops, Servers, Troubleshooting, Windows XP, Computer Hardware, Windows Server, Help Desk Support, Computer Repair, Remote Desktop, CompTIA Network+, Software Documentation, Networking, CompTIA A+ Certification, Hardware, Operating Systems, Windows, Databases, Microsoft Exchange, Information Technology, Cisco Technologies, Printers, Wireless Networking, Citrix, Disaster Recovery, BMC Remedy, LAN-WAN, DNS, Windows Vista, VM Thin client, SCCM, Software Installation, Switches, Backup Exec, HP, Blackberry, Lotus Notes, Workstations, Access, Security, Antivirus, A+ Certified, Dell Computers, Network Administration, Incident Management, VPN, VMware
Education
University of Houston-Downtown 1997 — 2003
B.S., Engineering Technology
Carlson Wagonlit Travel November 2012 - Present
NiSource May 2012 - December 2012
Invesco July 2011 - March 2012
Bayer MaterialScience February 2011 - July 2011
Andrews Kurth LLP October 2010 - November 2010
UPS May 1997 - July 2010
ValvTechnologies March 1995 - September 1996
Cates Controls 1986 - 1987
Skills
Active Directory, Technical Support, XP, Windows 7, Laptops, Servers, Troubleshooting, Windows XP, Computer Hardware, Windows Server, Help Desk Support, Computer Repair, Remote Desktop, CompTIA Network+, Software Documentation, Networking, CompTIA A+ Certification, Hardware, Operating Systems, Windows, Databases, Microsoft Exchange, Information Technology, Cisco Technologies, Printers, Wireless Networking, Citrix, Disaster Recovery, BMC Remedy, LAN-WAN, DNS, Windows Vista, VM Thin client, SCCM, Software Installation, Switches, Backup Exec, HP, Blackberry, Lotus Notes, Workstations, Access, Security, Antivirus, A+ Certified, Dell Computers, Network Administration, Incident Management, VPN, VMware
Education
University of Houston-Downtown 1997 — 2003
B.S., Engineering Technology
Sheldon Joiner's Invesco Experience October 2013 - January 2014
Job Fund Accountant Valuations
Industry Financial Services
Experience
Invesco US January 2014 - Present
Invesco October 2013 - January 2014
T-Mobile 2005 - 2012
Skills
Management, Customer Service, Sales Presentations, Human Resources, Marketing Strategy, Account Management, Recruiting, Contract Negotiation, New Business Development, Wireless, Product Marketing, Cross-functional Team..., Telecommunications, Finance, Strategic Planning, Social Media, Microsoft Word, Training, SAP, Employee Training, Microsoft Office, PowerPoint, Microsoft Excel, Inventory Management, Leadership Development, Sales Operations, Building Relationships, Business Development, Sales, Team Building, Sales Management, Leadership, Retail, Operations Management, Team Leadership, Cold Calling, Customer Experience, Direct Sales, Customer Satisfaction, Customer Retention, Auditing, Mutual Funds, Trading, Accounting
Education
University of Houston-Downtown 2011 — 2013
Bachelor of Arts (BA), Finance, 3.4
Invesco US January 2014 - Present
Invesco October 2013 - January 2014
T-Mobile 2005 - 2012
Skills
Management, Customer Service, Sales Presentations, Human Resources, Marketing Strategy, Account Management, Recruiting, Contract Negotiation, New Business Development, Wireless, Product Marketing, Cross-functional Team..., Telecommunications, Finance, Strategic Planning, Social Media, Microsoft Word, Training, SAP, Employee Training, Microsoft Office, PowerPoint, Microsoft Excel, Inventory Management, Leadership Development, Sales Operations, Building Relationships, Business Development, Sales, Team Building, Sales Management, Leadership, Retail, Operations Management, Team Leadership, Cold Calling, Customer Experience, Direct Sales, Customer Satisfaction, Customer Retention, Auditing, Mutual Funds, Trading, Accounting
Education
University of Houston-Downtown 2011 — 2013
Bachelor of Arts (BA), Finance, 3.4
Samuel DeKinder's Invesco Experience 1989 - 2006
Job Sr VP at Fisco Investment Management
Industry Financial Services
Experience
Fisco Investment Management PartnerFISCO Appreciation Mgm2006 - 2012
INVESCO 1989 - 2006
Education
University of Oklahoma 1956 — 1963
BBA, 3.0
Fisco Investment Management PartnerFISCO Appreciation Mgm2006 - 2012
INVESCO 1989 - 2006
Education
University of Oklahoma 1956 — 1963
BBA, 3.0
WenLii Liu's Invesco Experience November 2010 - Present
Job Principal Engineer, Disaster Recovery/Crisis Management at Invesco
Industry Information Technology and Services
Experience
Invesco November 2010 - Present
Invesco June 2010 - October 2010
Morgan Stanley Investment Management April 2006 - May 2010
Morgan Stanley Investment Management May 1999 - March 2006
Morgan Stanley Investment Management / Van Kampen November 1993 - February 1999
Skills
Disaster Recovery, Crisis Management, Enterprise IT..., Data Center, Integration, Networking, Databases, Infrastructure, Management, Data Migration, Business Continuity, Information Security, Risk Management, Security, Information Security..., IT Operations, Incident Management, Server Architecture, Active Directory, Software Documentation, Network Architecture
Education
University of Louisville
Master of Engineering in EMCS, Engineering in EMCS
Invesco November 2010 - Present
Invesco June 2010 - October 2010
Morgan Stanley Investment Management April 2006 - May 2010
Morgan Stanley Investment Management May 1999 - March 2006
Morgan Stanley Investment Management / Van Kampen November 1993 - February 1999
Skills
Disaster Recovery, Crisis Management, Enterprise IT..., Data Center, Integration, Networking, Databases, Infrastructure, Management, Data Migration, Business Continuity, Information Security, Risk Management, Security, Information Security..., IT Operations, Incident Management, Server Architecture, Active Directory, Software Documentation, Network Architecture
Education
University of Louisville
Master of Engineering in EMCS, Engineering in EMCS
Vise Duncan's Invesco Experience August 2013 - Present
Job Senior Analyst at Invesco
Industry Financial Services
Experience
Invesco August 2013 - Present
USAA September 2009 - August 2013
AIG Investments 2006 - 2009
Invesco 2004 - 2006
ING Capital Advisors 2001 - 2004
First Union National Bank 1997 - 2001
Education
University of Mississippi 1995 — 1997
Bachelor of Accountancy
Invesco August 2013 - Present
USAA September 2009 - August 2013
AIG Investments 2006 - 2009
Invesco 2004 - 2006
ING Capital Advisors 2001 - 2004
First Union National Bank 1997 - 2001
Education
University of Mississippi 1995 — 1997
Bachelor of Accountancy
Lana Van Der Leij's Invesco Experience January 2011 - December 2011
Job Crude Oil Accountant
Industry Oil & Energy
Experience
n/a December 2011 - Present
Invesco January 2011 - December 2011
Education
University of Houston, C.T. Bauer College of Business 2008 — 2011
BBA, Accounting
n/a December 2011 - Present
Invesco January 2011 - December 2011
Education
University of Houston, C.T. Bauer College of Business 2008 — 2011
BBA, Accounting
Umair Hassan's Invesco Experience March 2008 - October 2011
Job Sr. Business Analyst at Amgen
Industry Biotechnology
Experience
Amgen June 2013 - Present
Itron October 2012 - December 2012
Reliant Energy October 2011 - September 2012
Invesco March 2008 - October 2011
Skills
Business Analysis, Financial Analysis, Commodity Markets, Financial Modeling, Forecasting, Variance Analysis, Corporate Finance, Risk Management, Financial Reporting
Education
University of Houston
Bachelor of Business Administration (BBA), Finance
University of Houston, C.T. Bauer College of Business
Bachelor of Arts (B.A.), Finance
Amgen June 2013 - Present
Itron October 2012 - December 2012
Reliant Energy October 2011 - September 2012
Invesco March 2008 - October 2011
Skills
Business Analysis, Financial Analysis, Commodity Markets, Financial Modeling, Forecasting, Variance Analysis, Corporate Finance, Risk Management, Financial Reporting
Education
University of Houston
Bachelor of Business Administration (BBA), Finance
University of Houston, C.T. Bauer College of Business
Bachelor of Arts (B.A.), Finance
Erik Benke's Invesco Experience September 2001 - December 2004
Job PM/Trader Quantitative Developer
Industry Capital Markets
Experience
ProShares Group December 2004 - Present
Invesco September 2001 - December 2004
Goldman Sachs August 1999 - July 2001
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Capital Markets, Trading Systems, Portfolio Management, Equity Derivatives, Asset Management, Financial Markets, Financial Modeling, Options, Trading, Valuation, Quantitative Finance, Interest Rate..., Credit Derivatives, FX Options, Market Risk
Education
University of Maryland - Robert H. Smith School of Business 1997 — 1999
Master of Business Administration (MBA), Finance
Georgetown University - McDonough School of Business 1990 — 1994
Bachelor of Science in Business Administration, Technology Management
ProShares Group December 2004 - Present
Invesco September 2001 - December 2004
Goldman Sachs August 1999 - July 2001
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Capital Markets, Trading Systems, Portfolio Management, Equity Derivatives, Asset Management, Financial Markets, Financial Modeling, Options, Trading, Valuation, Quantitative Finance, Interest Rate..., Credit Derivatives, FX Options, Market Risk
Education
University of Maryland - Robert H. Smith School of Business 1997 — 1999
Master of Business Administration (MBA), Finance
Georgetown University - McDonough School of Business 1990 — 1994
Bachelor of Science in Business Administration, Technology Management
Tamara Cross's Invesco Experience June 1998 - Present
Job CPA at Invesco
Industry Investment Management
Experience
Invesco June 1998 - Present
Education
University of Louisiana at Monroe 1989 — 1994
Bachelor of Business Administration (BBA), Accounting
Invesco June 1998 - Present
Education
University of Louisiana at Monroe 1989 — 1994
Bachelor of Business Administration (BBA), Accounting
Angela Smiley's Invesco Experience July 2007 - April 2015
Job Financial Reporting Accountant
Industry Financial Services
Experience
Invesco July 2007 - April 2015
Bank of America May 1992 - October 2006
Skills
Financial Reporting, General Ledger, Year-end Close, Monthly Closing, Account Reconciliation, Microsoft Excel, Microsoft Word, Banking, Employee Training, Citrix
Education
University of Houston-Downtown
Bachelors in Business Administration, Accounting and Finance, 3.4 GPA
Invesco July 2007 - April 2015
Bank of America May 1992 - October 2006
Skills
Financial Reporting, General Ledger, Year-end Close, Monthly Closing, Account Reconciliation, Microsoft Excel, Microsoft Word, Banking, Employee Training, Citrix
Education
University of Houston-Downtown
Bachelors in Business Administration, Accounting and Finance, 3.4 GPA
Ben Woodhouse's Invesco Experience August 2010 - September 2013
Job Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
iShares September 2013 - August 2014
Invesco August 2010 - September 2013
Get Down Tonight Entertainment 2007 - 2010
Skills
Mutual Funds, Series 7, Asset Allocation, Investments, Asset Management, Alternative Investments, Investment Strategies, ETFs, Fixed Income, Equities, Securities, Series 63
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2010
Bachelor of Arts (BA), International Economics
Pinkerton Academy 1999 — 2003
Edward Jones January 2015 - Present
iShares September 2013 - August 2014
Invesco August 2010 - September 2013
Get Down Tonight Entertainment 2007 - 2010
Skills
Mutual Funds, Series 7, Asset Allocation, Investments, Asset Management, Alternative Investments, Investment Strategies, ETFs, Fixed Income, Equities, Securities, Series 63
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2010
Bachelor of Arts (BA), International Economics
Pinkerton Academy 1999 — 2003
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group