Invesco Aim
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Invesco Aim Employees
Employee
Years
Job
Industry
Cynthia Chamberlayne Cynthia Chamberlayne's Invesco Aim Experience September 2001 - January 2005
Job National Director at Davis Advisors
Industry Financial Services
Experience
Davis Advisors February 2005 - Present
Invesco Aim September 2001 - January 2005
Evergreen Investments 1997 - September 2001
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Wealth Management, Investments, Asset Allocation, Asset Management, Securities, Investment Advisory, Retirement Planning, Portfolio Management
Education
Auburn University, College of Business 1988 — 1992
BS, Finance
Davis Advisors February 2005 - Present
Invesco Aim September 2001 - January 2005
Evergreen Investments 1997 - September 2001
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Wealth Management, Investments, Asset Allocation, Asset Management, Securities, Investment Advisory, Retirement Planning, Portfolio Management
Education
Auburn University, College of Business 1988 — 1992
BS, Finance
Matthew Parkhurst Matthew Parkhurst's Invesco Aim Experience 2010 - December 2012
Job Regional Sales Director at Sierra Mutual Funds
Industry Financial Services
Experience
Sierra Investment Management, Inc. January 2013 - Present
Invesco Aim 2010 - December 2012
Northwestern Mutual May 2009 - August 2010
Skills
Series 7, Series 63, Series 65, Texas Real Estate..., MBA
Education
Marshall University 2004 — 2009
Finance, Economics, M.B.A.
Sierra Investment Management, Inc. January 2013 - Present
Invesco Aim 2010 - December 2012
Northwestern Mutual May 2009 - August 2010
Skills
Series 7, Series 63, Series 65, Texas Real Estate..., MBA
Education
Marshall University 2004 — 2009
Finance, Economics, M.B.A.
Michael Stewart, PMP Michael Stewart, PMP's Invesco Aim Experience September 1994 - January 2003
Job Program Manager at Sequitur Energy
Industry Oil & Energy
Experience
Sequitur Energy Resources October 2013 - Present
Navidad Resources, LLC July 2010 - September 2013
August Consulting March 2007 - September 2009
Fulbright & Jaworski July 2004 - March 2007
Contract Work October 2003 - June 2004
Invesco Aim September 1994 - January 2003
NACE International, The Corrosion Society August 1990 - December 1991
12 Media KXII Television September 1986 - July 1990
Skills
Litigation Support, Budgets, Management, Vendor Management, Project Management, Disaster Recovery, Business Analysis, MS Project, Resource Management, Microsoft Office, Database Administration, Energy, IT Management, Legal Project Management, IT Project & Program..., Leadership, Training, Risk Management, Process Engineering, Oil/Gas, Program Management, Mutual Funds, Retirement Plan..., Information Technology, Consulting, Oil & Gas, Energy Industry, MS Office Suite, Budgeting, Business Process..., Strategy, Cross-functional Team..., Interviewing Subject..., Program Facilitation, Team Facilitation, Process Improvement, Project Planning, Contract Negotiation, Change Management, PMO, Analysis
Education
Texas Tech University 2014 — 2016
Master of Business Administration (MBA)
Austin College
BA, Business Management & Economics
Southwestern Professional Institute
Vocational, Paralegal Certificate
Sequitur Energy Resources October 2013 - Present
Navidad Resources, LLC July 2010 - September 2013
August Consulting March 2007 - September 2009
Fulbright & Jaworski July 2004 - March 2007
Contract Work October 2003 - June 2004
Invesco Aim September 1994 - January 2003
NACE International, The Corrosion Society August 1990 - December 1991
12 Media KXII Television September 1986 - July 1990
Skills
Litigation Support, Budgets, Management, Vendor Management, Project Management, Disaster Recovery, Business Analysis, MS Project, Resource Management, Microsoft Office, Database Administration, Energy, IT Management, Legal Project Management, IT Project & Program..., Leadership, Training, Risk Management, Process Engineering, Oil/Gas, Program Management, Mutual Funds, Retirement Plan..., Information Technology, Consulting, Oil & Gas, Energy Industry, MS Office Suite, Budgeting, Business Process..., Strategy, Cross-functional Team..., Interviewing Subject..., Program Facilitation, Team Facilitation, Process Improvement, Project Planning, Contract Negotiation, Change Management, PMO, Analysis
Education
Texas Tech University 2014 — 2016
Master of Business Administration (MBA)
Austin College
BA, Business Management & Economics
Southwestern Professional Institute
Vocational, Paralegal Certificate
Tricia Taper Tricia Taper's Invesco Aim Experience November 1999 - March 2007
Job Training Supervisor at PrimeWay
Industry Financial Services
Experience
PrimeWay February 2011 - Present
Bank of NY Mellon March 2007 - November 2010
Invesco AIM November 1999 - March 2007
Skills
Blended Learning, Budgets, Banking, Instructional Design, Leadership
Education
Texas Woman's University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Houston Baptist University 1996 — 1999
Business Administration, Management
PrimeWay February 2011 - Present
Bank of NY Mellon March 2007 - November 2010
Invesco AIM November 1999 - March 2007
Skills
Blended Learning, Budgets, Banking, Instructional Design, Leadership
Education
Texas Woman's University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Houston Baptist University 1996 — 1999
Business Administration, Management
Karen Jones Karen Jones's Invesco Aim Experience April 1993 - March 2008
Job Owner / Cornerstone Community Healthcare Services
Industry Hospital & Health Care
Experience
Cornerstone Community Healthcare Services, Inc. October 2008 - Present
Cornerstone Community Healthcare Services March 2008 - October 2008
Invesco Aim April 1993 - March 2008
Skills
Process Improvement, Business Analysis, Analysis, Project Management, Team Building, Customer Service, Strategic Planning, Team Leadership, Business Development, Mutual Funds, Microsoft Excel, Business Process..., Microsoft Office, Outlook, Public Speaking
Education
LeTourneau University 1993 — 1994
BBM, Business Management
Cornerstone Community Healthcare Services, Inc. October 2008 - Present
Cornerstone Community Healthcare Services March 2008 - October 2008
Invesco Aim April 1993 - March 2008
Skills
Process Improvement, Business Analysis, Analysis, Project Management, Team Building, Customer Service, Strategic Planning, Team Leadership, Business Development, Mutual Funds, Microsoft Excel, Business Process..., Microsoft Office, Outlook, Public Speaking
Education
LeTourneau University 1993 — 1994
BBM, Business Management
Christopher Siriani's Invesco Aim Experience October 1995 - January 1998
Job President/COO/CCO at Nicholas Investment Partners
Industry Investment Management
Experience
Nicholas Investment Partners March 2011 - Present
Carlsbad Baseball Boosters 2015 - 2015
A.S.A.P. Advisor Services, Inc. September 2010 - March 2011
Freeman Investment Management Co., LLC July 2006 - June 2010
Nicholas-Applegate Capital Management January 1998 - July 2006
Invesco AIM October 1995 - January 1998
State Street October 1993 - October 1995
Hertz Rent a Car September 1991 - August 1993
Skills
Portfolio Management, Financial Modeling, Asset Managment, Asset Management, Management, Equities, Project Management, Hedge Funds, Alternative Investments, Equity Trading, Investments, Fixed Income, Finance, Negotiation
Education
Boston College 1986 — 1990
Bachelor of Arts, Economics
Nicholas Investment Partners March 2011 - Present
Carlsbad Baseball Boosters 2015 - 2015
A.S.A.P. Advisor Services, Inc. September 2010 - March 2011
Freeman Investment Management Co., LLC July 2006 - June 2010
Nicholas-Applegate Capital Management January 1998 - July 2006
Invesco AIM October 1995 - January 1998
State Street October 1993 - October 1995
Hertz Rent a Car September 1991 - August 1993
Skills
Portfolio Management, Financial Modeling, Asset Managment, Asset Management, Management, Equities, Project Management, Hedge Funds, Alternative Investments, Equity Trading, Investments, Fixed Income, Finance, Negotiation
Education
Boston College 1986 — 1990
Bachelor of Arts, Economics
Nathan Neff Nathan Neff's Invesco Aim Experience September 1999 - October 2003
Job Accountant at Dish Network
Industry Financial Services
Experience
Dish Network August 2012 - Present
ALPS Fund Services, Inc. 2007 - 2011
Great-West Life and Annuity Insurance Company September 2005 - September 2007
Republic Financial Corporation November 2003 - September 2005
Invesco Aim September 1999 - October 2003
Skills
Microsoft Office, PAM, MFACT, Word, PowerPoint, Financial Reporting, Cash Management, Process Improvement, Finance, Management, Account Reconciliation, Microsoft Word, Financial Analysis, Mutual Funds, Bloomberg, Fund Accounting, Financial Modeling, Securities, Financial Accounting, SEC filings, Accounting
Education
University of Colorado at Denver 2001 — 2004
Masters, Finance
Metropolitan State College of Denver 1994 — 1998
Bachelors, Finance
Ponderosa High School
Dish Network August 2012 - Present
ALPS Fund Services, Inc. 2007 - 2011
Great-West Life and Annuity Insurance Company September 2005 - September 2007
Republic Financial Corporation November 2003 - September 2005
Invesco Aim September 1999 - October 2003
Skills
Microsoft Office, PAM, MFACT, Word, PowerPoint, Financial Reporting, Cash Management, Process Improvement, Finance, Management, Account Reconciliation, Microsoft Word, Financial Analysis, Mutual Funds, Bloomberg, Fund Accounting, Financial Modeling, Securities, Financial Accounting, SEC filings, Accounting
Education
University of Colorado at Denver 2001 — 2004
Masters, Finance
Metropolitan State College of Denver 1994 — 1998
Bachelors, Finance
Ponderosa High School
Julie Trushenski Julie Trushenski's Invesco Aim Experience July 1998 - June 1999
Job Experienced Project Manager
Industry Human Resources
Experience
PNC September 1999 - June 2001
Invesco Aim July 1998 - June 1999
Aon Hewitt August 1995 - May 1998
Skills
Project Management, Strategic Planning, Relationship Management, International..., Leadership Development, Sales, Budgets, Retirement Planning, Investments, Mutual Funds, Retirement, Marketing Communications, New Business Development, Benefits Administration, Coaching
Education
Baylor University - Hankamer School of Business 1991 — 1995
Bachelors, Business Administration/Marketing
PNC September 1999 - June 2001
Invesco Aim July 1998 - June 1999
Aon Hewitt August 1995 - May 1998
Skills
Project Management, Strategic Planning, Relationship Management, International..., Leadership Development, Sales, Budgets, Retirement Planning, Investments, Mutual Funds, Retirement, Marketing Communications, New Business Development, Benefits Administration, Coaching
Education
Baylor University - Hankamer School of Business 1991 — 1995
Bachelors, Business Administration/Marketing
David DeVoll's Invesco Aim Experience January 2002 - December 2006
Job USCC IT Analyst at Chevron Houston
Industry Information Technology and Services
Experience
U.S. Computer Corporation February 2011 - June 2015
JPMorganChase Houston January 2006 - May 2009
Invesco Aim January 2002 - December 2006
Enron Corporation June 1998 - December 2001
Prudential Healthcare October 1993 - May 1998
Celeron of Goodyear Houston February 1988 - September 1993
Skills
Windows Server, Active Directory, Hardware, Software Installation, Backup Solutions, Servers, Business Continuity, Data Center, ITIL, Windows 7, IT Operations, Information Technology, VPN, Windows, Help Desk Support, Disaster Recovery, Security, Software Documentation
Education
Henry Ford, Michigan
Houston Community College
Information Technologies
ITIL Foundation Certification and MCP
U.S. Computer Corporation February 2011 - June 2015
JPMorganChase Houston January 2006 - May 2009
Invesco Aim January 2002 - December 2006
Enron Corporation June 1998 - December 2001
Prudential Healthcare October 1993 - May 1998
Celeron of Goodyear Houston February 1988 - September 1993
Skills
Windows Server, Active Directory, Hardware, Software Installation, Backup Solutions, Servers, Business Continuity, Data Center, ITIL, Windows 7, IT Operations, Information Technology, VPN, Windows, Help Desk Support, Disaster Recovery, Security, Software Documentation
Education
Henry Ford, Michigan
Houston Community College
Information Technologies
ITIL Foundation Certification and MCP
Rhonda Vines Rhonda Vines's Invesco Aim Experience 1997 - 1998
Job Vice President and Trust Admin Officer at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2002 - Present
Northern Trust Wealth Management 2013 - 2013
JPMC 1999 - 2002
Invesco Aim 1997 - 1998
Education
LeTourneau University 1992 — 1995
Bachelor's Degree, Business Administration and Management, General
J.P. Morgan April 2002 - Present
Northern Trust Wealth Management 2013 - 2013
JPMC 1999 - 2002
Invesco Aim 1997 - 1998
Education
LeTourneau University 1992 — 1995
Bachelor's Degree, Business Administration and Management, General
Jason Broderick's Invesco Aim Experience November 2003 - July 2005
Job Financial Analyst at JDL Consultants, LLC
Industry Financial Services
Experience
JDL Consultants, LLC April 2014 - Present
The Electric Crayon Tattoo Co. July 2009 - Present
Lipper, A Thomson Reuters Company July 2005 - March 2014
Invesco Aim November 2003 - July 2005
Skills
Financial Analysis, Finance, Investments, Analysis, Mutual Funds, Management, Accounting, Microsoft Excel, Time Management, Financial Markets, Financial Services, Business Analysis, Securities, Data Analysis, Project Management, Customer Service, Sales
Education
Regis University 2005 — 2007
M.B.A., Finance
Metropolitan State University of Denver 1998 — 2003
BS, Finance
GHS
JDL Consultants, LLC April 2014 - Present
The Electric Crayon Tattoo Co. July 2009 - Present
Lipper, A Thomson Reuters Company July 2005 - March 2014
Invesco Aim November 2003 - July 2005
Skills
Financial Analysis, Finance, Investments, Analysis, Mutual Funds, Management, Accounting, Microsoft Excel, Time Management, Financial Markets, Financial Services, Business Analysis, Securities, Data Analysis, Project Management, Customer Service, Sales
Education
Regis University 2005 — 2007
M.B.A., Finance
Metropolitan State University of Denver 1998 — 2003
BS, Finance
GHS
Casey Zaunbrecher, PMP's Invesco Aim Experience February 2005 - November 2007
Job Senior Project Manager
Industry Architecture & Planning
Experience
Houston Airport System November 2013 - Present
Invesco Ltd. November 2008 - November 2013
The Methodist Hospital October 2007 - November 2008
Invesco Aim February 2005 - November 2007
Furniture Marketing Group November 2003 - August 2006
McCoy Workplace Solutions July 1998 - October 2003
Skills
Capital Project Planning, Budget Setting, Budget Monitoring, Strategic Communication..., Scheduling Tools, AutoCAD, MS Project, Microsoft Word, Microsoft Excel, Microsoft Power Point, Oracle Applications, Vendor Management, Managing Consultants, PMP Certification In..., PMP, Strategic Communications, Project Management, PowerPoint, Furniture, Project Planning, Space planning, Move Management, Construction, Contract Management, CAD, Project Coordination, Construction Management, Budgets, Project Portfolio..., Contract Negotiation
Education
Louisiana State University 1993 — 1998
Bachelor of Interior Design, Interior Design
Houston Airport System November 2013 - Present
Invesco Ltd. November 2008 - November 2013
The Methodist Hospital October 2007 - November 2008
Invesco Aim February 2005 - November 2007
Furniture Marketing Group November 2003 - August 2006
McCoy Workplace Solutions July 1998 - October 2003
Skills
Capital Project Planning, Budget Setting, Budget Monitoring, Strategic Communication..., Scheduling Tools, AutoCAD, MS Project, Microsoft Word, Microsoft Excel, Microsoft Power Point, Oracle Applications, Vendor Management, Managing Consultants, PMP Certification In..., PMP, Strategic Communications, Project Management, PowerPoint, Furniture, Project Planning, Space planning, Move Management, Construction, Contract Management, CAD, Project Coordination, Construction Management, Budgets, Project Portfolio..., Contract Negotiation
Education
Louisiana State University 1993 — 1998
Bachelor of Interior Design, Interior Design
Shane Moss's Invesco Aim Experience October 2006 - May 2009
Job Insurance Agent at The Insurance Firm
Industry Insurance
Experience
The Insurance Firm February 2012 - Present
rateGenius, Inc. 2011 - 2012
AAA Texas August 2009 - July 2011
Ignite Your World Marketing April 2008 - February 2010
AIM Investments October 2006 - May 2009
Invesco AIM October 2006 - May 2009
Coast2Coast Marketing January 2007 - July 2007
AIM Investments March 2005 - October 2006
AIM Investments June 2000 - March 2005
Maggi Jones Public Relations 2003 - 2003
Skills
Training, Marketing, Software Documentation, Sales, Insurance, Public Relations, Team Building, Online Advertising, Public Speaking, Customer Service, Editing, Health Insurance, Life Insurance, Small Business, Umbrella Insurance, HTML, Microsoft Excel, B2B, Program Management, Time Management, Mutual Funds
Education
University of Houston 2000 — 2003
BA, Public Relations/Communications/Advertising
San Jacinto College 1998 — 2000
Associate of Arts, Public Relations/Communications/Mass Media
The Insurance Firm February 2012 - Present
rateGenius, Inc. 2011 - 2012
AAA Texas August 2009 - July 2011
Ignite Your World Marketing April 2008 - February 2010
AIM Investments October 2006 - May 2009
Invesco AIM October 2006 - May 2009
Coast2Coast Marketing January 2007 - July 2007
AIM Investments March 2005 - October 2006
AIM Investments June 2000 - March 2005
Maggi Jones Public Relations 2003 - 2003
Skills
Training, Marketing, Software Documentation, Sales, Insurance, Public Relations, Team Building, Online Advertising, Public Speaking, Customer Service, Editing, Health Insurance, Life Insurance, Small Business, Umbrella Insurance, HTML, Microsoft Excel, B2B, Program Management, Time Management, Mutual Funds
Education
University of Houston 2000 — 2003
BA, Public Relations/Communications/Advertising
San Jacinto College 1998 — 2000
Associate of Arts, Public Relations/Communications/Mass Media
Terry Claude Terry Claude's Invesco Aim Experience 1992 - 2010
Job Sr. Consultant Asset Management Industry
Industry Financial Services
Experience
Adeptyx Consulting 2012 - Present
Invesco May 1992 - 2011
Invesco Aim 1992 - 2010
Skills
Equity Trading, Investments, Financial Markets, Business Analysis, Asset Management, Project Management, Investment Management, Trading Systems, Charles River IMS, Wealth Management, Bloomberg Terminal, Fixed Income, Derivatives, Asset Managment, Process Improvement, Disaster Recovery, Operations Management, Algorithm trading..., Investment Compliance, Portia, MacGregor Trading System, Security APL, Omgeo Oasys, CADIS, SWIFT messaging, Fixed Income Technology, FX Connect, Test Scripts, Visio, FIX, DTC, BlackRock Aladdin, Vermillion, Outsourced Solutions, Outsourcing, Triton, Vestmark
Education
Georgia State University - J. Mack Robinson College of Business 1978 — 1992
BBA, Accounting
Adeptyx Consulting 2012 - Present
Invesco May 1992 - 2011
Invesco Aim 1992 - 2010
Skills
Equity Trading, Investments, Financial Markets, Business Analysis, Asset Management, Project Management, Investment Management, Trading Systems, Charles River IMS, Wealth Management, Bloomberg Terminal, Fixed Income, Derivatives, Asset Managment, Process Improvement, Disaster Recovery, Operations Management, Algorithm trading..., Investment Compliance, Portia, MacGregor Trading System, Security APL, Omgeo Oasys, CADIS, SWIFT messaging, Fixed Income Technology, FX Connect, Test Scripts, Visio, FIX, DTC, BlackRock Aladdin, Vermillion, Outsourced Solutions, Outsourcing, Triton, Vestmark
Education
Georgia State University - J. Mack Robinson College of Business 1978 — 1992
BBA, Accounting
Paul Terwilliger Jr Paul Terwilliger Jr's Invesco Aim Experience 1996 - 2002
Job Consolidation/Enrollment Specialist with John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services June 2013 - Present
Mercer 2004 - June 2013
Hewitt Associates 2003 - 2004
Invesco Aim 1996 - 2002
Sallie Mae 1992 - 1995
Skills
401k, Pensions, Defined Benefit, Benefits Administration, Retirement Planning, Series 63, Securities, Employee Benefits, Retirement, ERISA, Mutual Funds, Series 7, Insurance, Investments, Human Resources, Series 6, IRAs, Open Enrollment, Pension Administration, COBRA, Training, Financial Services, Health Insurance, Defined Contribution
Education
Bentley University 1986 — 1989
Bachelor of Science, Business Management
Western Connecticut State University 1984 — 1986
John Hancock Financial Services June 2013 - Present
Mercer 2004 - June 2013
Hewitt Associates 2003 - 2004
Invesco Aim 1996 - 2002
Sallie Mae 1992 - 1995
Skills
401k, Pensions, Defined Benefit, Benefits Administration, Retirement Planning, Series 63, Securities, Employee Benefits, Retirement, ERISA, Mutual Funds, Series 7, Insurance, Investments, Human Resources, Series 6, IRAs, Open Enrollment, Pension Administration, COBRA, Training, Financial Services, Health Insurance, Defined Contribution
Education
Bentley University 1986 — 1989
Bachelor of Science, Business Management
Western Connecticut State University 1984 — 1986
John Michael Guajardo John Michael Guajardo's Invesco Aim Experience July 2011 - October 2012
Job Guest Services Representative at Texas Children's Hospital
Industry Hospital & Health Care
Experience
Harris County Constables Precinct 6 August 2012 - Present
Texas Children's Hospital June 2013 - October 2013
M.D. Anderson Cancer Center October 2012 - April 2013
Invesco Aim July 2011 - October 2012
Harris County Hospital District May 2011 - August 2011
AIG 2007 - 2009
MD Anderson Cancer Center 2005 - 2007
Skills
PeopleSoft, Microsoft Office, Microsoft Excel, Outlook, Customer Service, Process Improvement, Microsoft Word, Access, Visio, Customer Satisfaction, Human Resources, Training, Data Entry, Call Center, Project Management, PowerPoint, Networking, SAP, Software Documentation, Spreadsheets
Education
Houston Community College 2012 — 2013
N/A, Homeland Security, Law Enforcement, Firefighting and Related Protective Services, Junior
University of Houston-Downtown 2004 — 2012
n/a, Communication, Junior
M.B. Lamar High School 2000 — 2004
Diploma, 205
St. Theresa 1993 — 2000
Harris County Constables Precinct 6 August 2012 - Present
Texas Children's Hospital June 2013 - October 2013
M.D. Anderson Cancer Center October 2012 - April 2013
Invesco Aim July 2011 - October 2012
Harris County Hospital District May 2011 - August 2011
AIG 2007 - 2009
MD Anderson Cancer Center 2005 - 2007
Skills
PeopleSoft, Microsoft Office, Microsoft Excel, Outlook, Customer Service, Process Improvement, Microsoft Word, Access, Visio, Customer Satisfaction, Human Resources, Training, Data Entry, Call Center, Project Management, PowerPoint, Networking, SAP, Software Documentation, Spreadsheets
Education
Houston Community College 2012 — 2013
N/A, Homeland Security, Law Enforcement, Firefighting and Related Protective Services, Junior
University of Houston-Downtown 2004 — 2012
n/a, Communication, Junior
M.B. Lamar High School 2000 — 2004
Diploma, 205
St. Theresa 1993 — 2000
Tien Duong Tien Duong's Invesco Aim Experience August 2011 - Present
Job Expense Accountant at Invesco Aim
Industry Accounting
Experience
Invesco Aim August 2011 - Present
Invesco Aim April 2011 - July 2012
Education
University of Houston 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting, 3.92
Truòng Dai hoc Kinh Tê Thanh Pho Hô Chí Minh 2003 — 2006
Corporate Finance
Invesco Aim August 2011 - Present
Invesco Aim April 2011 - July 2012
Education
University of Houston 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting, 3.92
Truòng Dai hoc Kinh Tê Thanh Pho Hô Chí Minh 2003 — 2006
Corporate Finance
Eddie Garza's Invesco Aim Experience October 2000 - October 2004
Job Relationship Manager for Retirement Plans
Industry Financial Services
Experience
The Standard April 2009 - Present
Great-West Retirement Services October 2004 - April 2009
Invesco Aim October 2000 - October 2004
Skills
Series 6, Defined Benefit, Series 63, Series 65, Bilingual-English/Spanis..., Manage Client..., Qualified Retirement..., Client Retention..., Asset Retention, Investment Advisory
Education
Sam Houston State University 1993 — 1996
Bachelor of Arts, Criminal Justice
University of Houston 1992 — 1993
The Standard April 2009 - Present
Great-West Retirement Services October 2004 - April 2009
Invesco Aim October 2000 - October 2004
Skills
Series 6, Defined Benefit, Series 63, Series 65, Bilingual-English/Spanis..., Manage Client..., Qualified Retirement..., Client Retention..., Asset Retention, Investment Advisory
Education
Sam Houston State University 1993 — 1996
Bachelor of Arts, Criminal Justice
University of Houston 1992 — 1993
Jennifer Rachels's Invesco Aim Experience January 1999 - April 2001
Job Database Marketing and Analytics
Industry Computer Software
Experience
Micro Focus NetIQ November 2011 - Present
NetIQ August 2010 - November 2011
GDF SUEZ January 2008 - March 2010
Open Solutions April 2001 - January 2008
Invesco Aim January 1999 - April 2001
Innovis January 1998 - January 1999
Webtek (Global Interface Solutions, Inc) January 1995 - January 1998
Skills
Online Lead Generation, Digital Marketing, Reporting & Analysis, Email Marketing, Online Campaign..., Segmentation, Target Segmentation, Lead Generation, Data Migration, Marketing Strategy, Eloqua, Enterprise Software, Oracle, Siebel, Databases, Business Process, SQL, Business Analysis, Business Intelligence, Requirements Gathering, CRM, Analysis, Cloud Computing, Software Project..., System Administration, Requirements Analysis, Integration, Call Center, Salesforce.com, Microsoft Excel, Social Media Marketing, Project Management, Campaign Development, Identity Management, Security Management, Disaster Recovery, Operations Management, Business Objects, SFDC, Management, SaaS, Strategy, Solution Selling, Demand Generation, Analytics
Education
Northeastern State University
Bachelor's degree, Biology/Biological Sciences, General
University of Tulsa
Master's degree, Elementary Education and Teaching
Micro Focus NetIQ November 2011 - Present
NetIQ August 2010 - November 2011
GDF SUEZ January 2008 - March 2010
Open Solutions April 2001 - January 2008
Invesco Aim January 1999 - April 2001
Innovis January 1998 - January 1999
Webtek (Global Interface Solutions, Inc) January 1995 - January 1998
Skills
Online Lead Generation, Digital Marketing, Reporting & Analysis, Email Marketing, Online Campaign..., Segmentation, Target Segmentation, Lead Generation, Data Migration, Marketing Strategy, Eloqua, Enterprise Software, Oracle, Siebel, Databases, Business Process, SQL, Business Analysis, Business Intelligence, Requirements Gathering, CRM, Analysis, Cloud Computing, Software Project..., System Administration, Requirements Analysis, Integration, Call Center, Salesforce.com, Microsoft Excel, Social Media Marketing, Project Management, Campaign Development, Identity Management, Security Management, Disaster Recovery, Operations Management, Business Objects, SFDC, Management, SaaS, Strategy, Solution Selling, Demand Generation, Analytics
Education
Northeastern State University
Bachelor's degree, Biology/Biological Sciences, General
University of Tulsa
Master's degree, Elementary Education and Teaching
Felicia Jones-Bess, MBA Felicia Jones-Bess, MBA's Invesco Aim Experience January 2005 - October 2007
Job HR Generalist at Triad Resources
Industry Human Resources
Experience
Triad Resources February 2011 - Present
Boardwalk Pipeline Partner, LP September 2010 - February 2011
Aker Solutions October 2007 - June 2009
Invesco Aim January 2005 - October 2007
Icon Information Consultants 2002 - 2005
Dynegy 2000 - 2002
Skills
Performance Management, Talent Management, Human Resources, Leadership, Recruiting, Employee Relations, Management, Applicant Tracking..., Payroll, Personnel Management, Temporary Placement, Talent Acquisition, Internet Recruiting, Change Management, Interviews, Onboarding, Sourcing, Technical Recruiting, FMLA, Organizational..., Employee Benefits, Employee Training, Leadership Development, Succession Planning, College Recruiting
Education
University of Phoenix 2002 — 2004
Masters, Business
Sam Houston State University 1995 — 1999
Bachelors of Arts, Sociology
Triad Resources February 2011 - Present
Boardwalk Pipeline Partner, LP September 2010 - February 2011
Aker Solutions October 2007 - June 2009
Invesco Aim January 2005 - October 2007
Icon Information Consultants 2002 - 2005
Dynegy 2000 - 2002
Skills
Performance Management, Talent Management, Human Resources, Leadership, Recruiting, Employee Relations, Management, Applicant Tracking..., Payroll, Personnel Management, Temporary Placement, Talent Acquisition, Internet Recruiting, Change Management, Interviews, Onboarding, Sourcing, Technical Recruiting, FMLA, Organizational..., Employee Benefits, Employee Training, Leadership Development, Succession Planning, College Recruiting
Education
University of Phoenix 2002 — 2004
Masters, Business
Sam Houston State University 1995 — 1999
Bachelors of Arts, Sociology
Linda Pix's Invesco Aim Experience 1991 - 1999
Job Managing Partner & Director of Advisor Services at Integrated Advisors Network (IAN)
Industry Financial Services
Experience
Integrated Advisors Network (IAN) September 2014 - Present
Independent Business Consulting January 2012 - August 2014
MarketCounsel October 2010 - December 2011
STEMS Fabulous Flowers March 2007 - June 2011
Fidelity Investments January 2001 - February 2007
Allianz 1999 - 2000
Invesco Aim 1991 - 1999
Skills
Start-ups, Entrepreneurship, Business Development, Sales&Marketing, Operational Efficiency, Process Improvement, Strategic Planning, Cross Functional..., Strategic Partnerships, Project Management, Process Implementation, Strategic Analytics, Relationship Management, Management, Training, Sales, Program Management, Sales Operations, Business Strategy, Operations Management, Market Research, Investments, Recruiting, Financial Services, Budgets, Executive Management
Education
Bradford School of Business 1990 — 1991
Travel & Hospitality Management, Travel & Hospitality Management
Houston Community College 1989 — 1990
General
Integrated Advisors Network (IAN) September 2014 - Present
Independent Business Consulting January 2012 - August 2014
MarketCounsel October 2010 - December 2011
STEMS Fabulous Flowers March 2007 - June 2011
Fidelity Investments January 2001 - February 2007
Allianz 1999 - 2000
Invesco Aim 1991 - 1999
Skills
Start-ups, Entrepreneurship, Business Development, Sales&Marketing, Operational Efficiency, Process Improvement, Strategic Planning, Cross Functional..., Strategic Partnerships, Project Management, Process Implementation, Strategic Analytics, Relationship Management, Management, Training, Sales, Program Management, Sales Operations, Business Strategy, Operations Management, Market Research, Investments, Recruiting, Financial Services, Budgets, Executive Management
Education
Bradford School of Business 1990 — 1991
Travel & Hospitality Management, Travel & Hospitality Management
Houston Community College 1989 — 1990
General
Kimberly Garber Kimberly Garber's Invesco Aim Experience 2000 - 2003
Job Principal at CORECCO, LLC
Industry Investment Management
Experience
CORE-CCO LLC Associate Regional Director - ExaminationsUS Securities and Exchange Commission2004 - 2011
Royce & Associates 2003 - 2004
Invesco Aim 2000 - 2003
American Century Investments 1997 - 2000
US Securities and Exchange Commission 1992 - 1997
Skills
Regulatory Requirements, Securities Regulation &..., Federal Securities Laws, Public Speaking &...
Education
University of Missouri-Columbia, College of Business 1990 — 1992
MBA, Finance
MidAmerica Nazarene University
BA, Business Administration
CORE-CCO LLC Associate Regional Director - ExaminationsUS Securities and Exchange Commission2004 - 2011
Royce & Associates 2003 - 2004
Invesco Aim 2000 - 2003
American Century Investments 1997 - 2000
US Securities and Exchange Commission 1992 - 1997
Skills
Regulatory Requirements, Securities Regulation &..., Federal Securities Laws, Public Speaking &...
Education
University of Missouri-Columbia, College of Business 1990 — 1992
MBA, Finance
MidAmerica Nazarene University
BA, Business Administration
James Shelton's Invesco Aim Experience 2002 - 2007
Job Chief Investment Officer at Kanaly Trust Company
Industry Financial Services
Experience
Kanaly Trust Company October 2007 - Present
AIM Private Asset Management 2002 - 2007
Invesco AIM 2002 - 2007
Skills
Asset Allocation, Series 7, Mutual Funds, Asset Managment, Investment Advisory, Equities, Portfolio Management, Wealth Management, Investments, Retirement Planning, Alternative Investments, ETFs, Asset Management, Investment Management, Hedge Funds, Investment Strategies, Risk Management
Education
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Finance
University of Houston
MBA
Kanaly Trust Company October 2007 - Present
AIM Private Asset Management 2002 - 2007
Invesco AIM 2002 - 2007
Skills
Asset Allocation, Series 7, Mutual Funds, Asset Managment, Investment Advisory, Equities, Portfolio Management, Wealth Management, Investments, Retirement Planning, Alternative Investments, ETFs, Asset Management, Investment Management, Hedge Funds, Investment Strategies, Risk Management
Education
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Finance
University of Houston
MBA
Mark Schon Mark Schon's Invesco Aim Experience June 1997 - June 2010
Job Financial Services Professional
Industry Financial Services
Experience
Dividend Capital June 2010 - July 2013
Invesco Aim June 1997 - June 2010
OppenheimerFunds February 1994 - November 1996
Textainer 1990 - 1994
Skills
Series 7, Series 6, ETFs, Investments, Mutual Funds, Alternative Investments, Series 24, Series 63, Separately Managed..., Marketing, Portfolio Management, FINRA, Management, Retirement Planning, Fixed Annuities, REIT, Financial Advisory, Series 65, Asset Allocation, Uniform Combined State..., Investment Strategies, Variable Annuities, Investment Advisory, Securities, 401k, Retirement, Wealth Management, IRAs, Insurance, Financial Planners, Asset Management, Life Insurance, Strategic Financial..., Investment Management, Hedge Funds, 401k Rollovers, Qualified Retirement...
Education
San Francisco State University, College of Business 1981 — 1983
Bachelor of Science, Business Administration; Accounting
Dividend Capital June 2010 - July 2013
Invesco Aim June 1997 - June 2010
OppenheimerFunds February 1994 - November 1996
Textainer 1990 - 1994
Skills
Series 7, Series 6, ETFs, Investments, Mutual Funds, Alternative Investments, Series 24, Series 63, Separately Managed..., Marketing, Portfolio Management, FINRA, Management, Retirement Planning, Fixed Annuities, REIT, Financial Advisory, Series 65, Asset Allocation, Uniform Combined State..., Investment Strategies, Variable Annuities, Investment Advisory, Securities, 401k, Retirement, Wealth Management, IRAs, Insurance, Financial Planners, Asset Management, Life Insurance, Strategic Financial..., Investment Management, Hedge Funds, 401k Rollovers, Qualified Retirement...
Education
San Francisco State University, College of Business 1981 — 1983
Bachelor of Science, Business Administration; Accounting
David Pointer David Pointer's Invesco Aim Experience 1999 - 2003
Job CoExecutive Director at Activist Association
Industry Financial Services
Experience
VI Capital Management, LLC January 2008 - Present
CompuMed, Inc. December 2014 - Present
Activist Association July 2014 - Present
ICM Investment Management 2003 - 2007
Invesco Aim 1999 - 2003
GSIC 1998 - 1998
Skills
Management, Strategic Planning, Mutual Funds, Securities, Asset Management, Portfolio Management, Hedge Funds, Investments, Private Equity, Series 7, Equities, Equity Research, Fixed Income, Finance, Alternative Investments, Asset Allocation, Valuation, Financial Risk, Investment Management, Investment Strategies, Asset Managment, Financial Modeling, Capital Markets
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Central Washington University
VI Capital Management, LLC January 2008 - Present
CompuMed, Inc. December 2014 - Present
Activist Association July 2014 - Present
ICM Investment Management 2003 - 2007
Invesco Aim 1999 - 2003
GSIC 1998 - 1998
Skills
Management, Strategic Planning, Mutual Funds, Securities, Asset Management, Portfolio Management, Hedge Funds, Investments, Private Equity, Series 7, Equities, Equity Research, Fixed Income, Finance, Alternative Investments, Asset Allocation, Valuation, Financial Risk, Investment Management, Investment Strategies, Asset Managment, Financial Modeling, Capital Markets
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Central Washington University
Joseph Skornicka, CFA Joseph Skornicka, CFA's Invesco Aim Experience March 2001 - September 2004
Job Senior Vice President, Portfolio Manager at Schwartz Investment Counsel, Inc.
Industry Investment Management
Experience
Schwartz Investment Counsel, Inc. June 2012 - Present
Munder Capital Management November 2004 - February 2012
Invesco Aim March 2001 - September 2004
Munder Capital Management January 1995 - February 2001
Woodbridge Capital Management April 1994 - December 1994
Comerica Inc. August 1988 - April 1994
Skills
Investments, Portfolio Management, Equity Research, Equities, Asset Management, Financial Modeling, M&A experience, Mutual Funds, Investment Strategies, Due Diligence, Series 7, ETFs, Alternative Investments, Investment Management, Mergers & Acquisitions, Finance, Financial Services, Asset Allocation, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business
MBA
Michigan State University
Bachelor of Arts, Financial Administration
Flushing High School
Schwartz Investment Counsel, Inc. June 2012 - Present
Munder Capital Management November 2004 - February 2012
Invesco Aim March 2001 - September 2004
Munder Capital Management January 1995 - February 2001
Woodbridge Capital Management April 1994 - December 1994
Comerica Inc. August 1988 - April 1994
Skills
Investments, Portfolio Management, Equity Research, Equities, Asset Management, Financial Modeling, M&A experience, Mutual Funds, Investment Strategies, Due Diligence, Series 7, ETFs, Alternative Investments, Investment Management, Mergers & Acquisitions, Finance, Financial Services, Asset Allocation, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business
MBA
Michigan State University
Bachelor of Arts, Financial Administration
Flushing High School
Harsh Gupta Harsh Gupta's Invesco Aim Experience May 2000 - Present
Job Global Information Technology Professional
Industry Investment Management
Experience
Invesco Ltd. May 2000 - Present
Invesco US December 2011 - Present
Invesco Aim May 2000 - Present
Invesco Ltd. August 2006 - September 2008
Reynolds & Reynolds October 1998 - May 2000
Claremont Technology September 1993 - September 1998
Price Waterhouse February 1993 - September 1993
Skills
SDLC, Business Intelligence, Program Management, Business Analysis, CRM, Portfolio Management, Vendor Management, Outsourcing, Management, PMO, Integration, Financial Services, Analysis, Change Management, Project Management, Risk Management, IT Strategy, Requirements Gathering, IT Management, Asset Management, Investments, Team Leadership, Business Process..., Capital Markets, Budgets, Process Improvement, Offshore Management, Offshoring, Offshore Software..., Asset Managment, Analytics, Project Planning, Outsourcing Management, IT Transformation, Captives, Strategy, Mergers & Acquisitions..., Client Communication, Agile, Lean Management, Lean Thinking
Education
The University of Texas at Dallas 1991 — 1997
MS, Mgmt Administrative Science
Sam Houston State University 1988 — 1991
MBA, Finance / Accounting
Mahanagar Boys High School
High School
University of Lucknow
BS, Mathmatics, Geology & Physics
Invesco Ltd. May 2000 - Present
Invesco US December 2011 - Present
Invesco Aim May 2000 - Present
Invesco Ltd. August 2006 - September 2008
Reynolds & Reynolds October 1998 - May 2000
Claremont Technology September 1993 - September 1998
Price Waterhouse February 1993 - September 1993
Skills
SDLC, Business Intelligence, Program Management, Business Analysis, CRM, Portfolio Management, Vendor Management, Outsourcing, Management, PMO, Integration, Financial Services, Analysis, Change Management, Project Management, Risk Management, IT Strategy, Requirements Gathering, IT Management, Asset Management, Investments, Team Leadership, Business Process..., Capital Markets, Budgets, Process Improvement, Offshore Management, Offshoring, Offshore Software..., Asset Managment, Analytics, Project Planning, Outsourcing Management, IT Transformation, Captives, Strategy, Mergers & Acquisitions..., Client Communication, Agile, Lean Management, Lean Thinking
Education
The University of Texas at Dallas 1991 — 1997
MS, Mgmt Administrative Science
Sam Houston State University 1988 — 1991
MBA, Finance / Accounting
Mahanagar Boys High School
High School
University of Lucknow
BS, Mathmatics, Geology & Physics
Debra Pickfield Debra Pickfield's Invesco Aim Experience August 1998 - December 1999
Job Owner, ThinkSpot Burlington
Industry Think Tanks
Experience
ThinkSpot April 2010 - Present
PWRDF (The Primates World Relief and Development Fund) 2007 - 2009
Invesco Aim August 1998 - December 1999
Admax Investments May 1988 - December 1996
Merrill Lynch 1982 - 1988
Skills
Leadership Development, Team Building, Change Management, Strategic Planning, Strategy, Entrepreneurship, Executive Coaching, Public Relations, Coaching, Leadership, Public Speaking, Start-ups, Workshop Facilitation, Management Consulting
Education
Royal Roads University 2006 — 2008
MBA, Leadership
McMaster University 1985 — 1998
BSc, Social Sciences and Economics
University of Toronto - Rotman School of Management
ThinkSpot April 2010 - Present
PWRDF (The Primates World Relief and Development Fund) 2007 - 2009
Invesco Aim August 1998 - December 1999
Admax Investments May 1988 - December 1996
Merrill Lynch 1982 - 1988
Skills
Leadership Development, Team Building, Change Management, Strategic Planning, Strategy, Entrepreneurship, Executive Coaching, Public Relations, Coaching, Leadership, Public Speaking, Start-ups, Workshop Facilitation, Management Consulting
Education
Royal Roads University 2006 — 2008
MBA, Leadership
McMaster University 1985 — 1998
BSc, Social Sciences and Economics
University of Toronto - Rotman School of Management
Phil Crosley Phil Crosley's Invesco Aim Experience 1987 - 1995
Job Financial Services Professional
Industry Financial Services
Experience
Post Oak Asset Management 2007 - 2009
Allianze Global Investers 2004 - 2006
New York Life Investment Management 2001 - 2004
IXIS Advisory Services 1997 - 1999
Stein Roe 1996 - 1998
Invesco Ltd. 1987 - 1996
INVESCO Funds Group 1987 - 1996
Invesco Aim 1987 - 1995
Education
Arizona State University 1975 — 1977
Post Oak Asset Management 2007 - 2009
Allianze Global Investers 2004 - 2006
New York Life Investment Management 2001 - 2004
IXIS Advisory Services 1997 - 1999
Stein Roe 1996 - 1998
Invesco Ltd. 1987 - 1996
INVESCO Funds Group 1987 - 1996
Invesco Aim 1987 - 1995
Education
Arizona State University 1975 — 1977
Janice Wheelwright-Griffin Janice Wheelwright-Griffin's Invesco Aim Experience 2006 - 2009
Job Retirement Plans Consultant at Confidential
Industry Financial Services
Experience
Confidential July 2010 - Present
Invesco Aim 2006 - 2009
Invesco Aim 2004 - 2006
Invesco Aim 2000 - 2004
Invesco Aim 1998 - 2000
Skills
Retirement, Mutual Funds, Investments, Fixed Annuities, Wealth Management, Asset Allocation, Retirement Planning, CRM
Education
Concordia University Texas
BA, Business Administration
Confidential July 2010 - Present
Invesco Aim 2006 - 2009
Invesco Aim 2004 - 2006
Invesco Aim 2000 - 2004
Invesco Aim 1998 - 2000
Skills
Retirement, Mutual Funds, Investments, Fixed Annuities, Wealth Management, Asset Allocation, Retirement Planning, CRM
Education
Concordia University Texas
BA, Business Administration
Kevin Ellis Kevin Ellis's Invesco Aim Experience 1999 - 2002
Job Area Scout at Chicago Cubs
Industry Sports
Experience
Chicago Cubs December 2014 - Present
San Diego Padres January 2010 - December 2014
Milwaukee Brewers Baseball Club 2006 - 2009
McLennan Community College 2006 - 2006
University of California, Riverside 2005 - 2006
Texas Collegiate League June 2005 - August 2005
Hill College 2005 - 2005
Sysco 2003 - 2004
Invesco Aim 1999 - 2002
Chicago Cubs 1993 - 1999
Skills
Sports Marketing, Baseball, Sports, Sports Management, Scouting, Sponsorship, Coaching, Public Speaking, Event Management, Event Planning, Social Media, Athletics, Customer Service, Public Relations, Microsoft Office, Sales, Player Development, Professional Sports, Sponsorship Sales
Education
Baylor University 1988 — 1993
BA, Telecommunications
Chicago Cubs December 2014 - Present
San Diego Padres January 2010 - December 2014
Milwaukee Brewers Baseball Club 2006 - 2009
McLennan Community College 2006 - 2006
University of California, Riverside 2005 - 2006
Texas Collegiate League June 2005 - August 2005
Hill College 2005 - 2005
Sysco 2003 - 2004
Invesco Aim 1999 - 2002
Chicago Cubs 1993 - 1999
Skills
Sports Marketing, Baseball, Sports, Sports Management, Scouting, Sponsorship, Coaching, Public Speaking, Event Management, Event Planning, Social Media, Athletics, Customer Service, Public Relations, Microsoft Office, Sales, Player Development, Professional Sports, Sponsorship Sales
Education
Baylor University 1988 — 1993
BA, Telecommunications
Shawn Stavinoha Shawn Stavinoha's Invesco Aim Experience December 1991 - August 1998
Job Owner, Stavinoha Financial Group, LLC
Industry Financial Services
Experience
Stavinoha Financial Group, LLC January 2003 - Present
Invesco Aim December 1991 - August 1998
Skills
Insurance, Life Insurance, Investments, Retirement Planning, Fixed Annuities, New Business Development, Project Planning, Retirement, Marketing, Sales Management, 401k, Sales, Financial Services, IRAs, Term Life Insurance, Small Business, Finance
Education
Sam Houston State University 1989 — 1991
B.B.A., Marketing & Finance
B.F. Terry High School
Stavinoha Financial Group, LLC January 2003 - Present
Invesco Aim December 1991 - August 1998
Skills
Insurance, Life Insurance, Investments, Retirement Planning, Fixed Annuities, New Business Development, Project Planning, Retirement, Marketing, Sales Management, 401k, Sales, Financial Services, IRAs, Term Life Insurance, Small Business, Finance
Education
Sam Houston State University 1989 — 1991
B.B.A., Marketing & Finance
B.F. Terry High School
Elizabeth (Lisa) Cobb's Invesco Aim Experience December 2004 - 2012
Job Project Manager
Industry Management Consulting
Experience
Cmove Inc December 2012 - Present
Invesco Aim December 2004 - 2012
AIM Investments August 1996 - December 2004
Skills
Risk Management, Team Building, Project Management, Reuse, Securities, Strategic Planning, Furniture, Asset Managment, Customer Service, Portfolio Management, Project Planning, Business Planning, Microsoft Word, Negotiation, Sales Management, Microsoft Excel, Operations Management, Management, Microsoft Office, Leadership, Facilities Management, Move Management, Purchasing, Vendor Management, Contract Management, Process Improvement, Contract Negotiation, Time Management, Marketing, Business Analysis, MS Project, Sales, Training, Change Management, Asset Management
Education
Houston Community College 1997 — 2002
2 years of College, Associates Degree in Business Administration
Cmove Inc December 2012 - Present
Invesco Aim December 2004 - 2012
AIM Investments August 1996 - December 2004
Skills
Risk Management, Team Building, Project Management, Reuse, Securities, Strategic Planning, Furniture, Asset Managment, Customer Service, Portfolio Management, Project Planning, Business Planning, Microsoft Word, Negotiation, Sales Management, Microsoft Excel, Operations Management, Management, Microsoft Office, Leadership, Facilities Management, Move Management, Purchasing, Vendor Management, Contract Management, Process Improvement, Contract Negotiation, Time Management, Marketing, Business Analysis, MS Project, Sales, Training, Change Management, Asset Management
Education
Houston Community College 1997 — 2002
2 years of College, Associates Degree in Business Administration
Dante' T. Rabb Dante' T. Rabb's Invesco Aim Experience October 2000 - August 2004
Job Field Support Thought Partner at The Prudential Insurance Company of America
Industry Sports
Experience
The Prudential Insurance Company of America January 2015 - Present
Minnesota P.R.E.P. Basketball Organization June 2012 - Present
Minnetonka High School November 2012 - March 2013
Ameriprise Financial January 2012 - August 2012
Ameriprise Financial May 2011 - January 2012
RiverSource Life Insurance Company May 2010 - May 2011
Outside Distribution August 2006 - May 2010
Outside Distribution August 2004 - August 2006
Invesco Aim October 2000 - August 2004
Skills
Sales, Retirement, Fixed Annuities, Financial Services, Mutual Funds, Coaching, Variable Annuities, File Management, Coordination, Corporate Communications, Sales Presentations, Relationship Management, Customer Service, Marketing, Management, Process Improvement, Finance, Recruiting, Team Building
Education
Abilene Christian University 1998 — 2000
B.A, Business Administration; Finance
Montana State University-Bozeman 1996 — 1998
Frank Phillips College 1994 — 1995
Klein Forest High School 1991 — 1994
The Prudential Insurance Company of America January 2015 - Present
Minnesota P.R.E.P. Basketball Organization June 2012 - Present
Minnetonka High School November 2012 - March 2013
Ameriprise Financial January 2012 - August 2012
Ameriprise Financial May 2011 - January 2012
RiverSource Life Insurance Company May 2010 - May 2011
Outside Distribution August 2006 - May 2010
Outside Distribution August 2004 - August 2006
Invesco Aim October 2000 - August 2004
Skills
Sales, Retirement, Fixed Annuities, Financial Services, Mutual Funds, Coaching, Variable Annuities, File Management, Coordination, Corporate Communications, Sales Presentations, Relationship Management, Customer Service, Marketing, Management, Process Improvement, Finance, Recruiting, Team Building
Education
Abilene Christian University 1998 — 2000
B.A, Business Administration; Finance
Montana State University-Bozeman 1996 — 1998
Frank Phillips College 1994 — 1995
Klein Forest High School 1991 — 1994
Esther Renee Wright Esther Renee Wright's Invesco Aim Experience November 2000 - January 2009
Job Chemical Dependency Counselor at Harris County Community Supervision and Corrections Department SOBER Court
Industry Mental Health Care
Experience
Harris County Community Supervision and Corrections Department November 2013 - Present
The Turning Point, Inc. November 2012 - November 2013
MHMRA of Harris County May 2012 - November 2012
Unlimited Visions Aftercare, Inc. August 2009 - July 2011
Titus Works Ministries November 2010 - November 2010
Invesco Aim November 2000 - January 2009
Texas Children's Hospital June 1999 - November 2000
Prudential HealthCare-SeniorCare November 1998 - June 1999
Texas Workers' Compensation Commission March 1994 - November 1998
Proceeding Support Department March 1994 - September 1996
Skills
Public Speaking, Mental Health, Case Management, Psychotherapy, Training, Substance Abuse..., Case Managment, CBT, Leadership, Group Therapy, Leadership Development, Published Author, Addiction Recovery, Conflict Resolution, Coaching, Customer Service, Treatment, Management, Social Services, Counseling Psychology, Motivational..., Interviews, Mental Health Counseling, Dual Diagnosis, Career Counseling, Data Entry, Crisis Intervention, Psychology, Christian Counseling, Insurance, Supervisory Skills, Christian Ministry, Youth Empowerment, Author, Community Outreach, Nonprofits, Fundraising, Program Development, Team Building
Education
University of Phoenix 2006 — 2008
Master of Science, Psychology, 3.6
The College of Biblical Studies 2002 — 2004
Bachelor of Science, Leadership, 3.5
Texas Southern University 1991 — 1994
Mass Communication/Media Studies
Lamar University 1980 — 1982
Mass Communication/Media Studies
Harris County Community Supervision and Corrections Department November 2013 - Present
The Turning Point, Inc. November 2012 - November 2013
MHMRA of Harris County May 2012 - November 2012
Unlimited Visions Aftercare, Inc. August 2009 - July 2011
Titus Works Ministries November 2010 - November 2010
Invesco Aim November 2000 - January 2009
Texas Children's Hospital June 1999 - November 2000
Prudential HealthCare-SeniorCare November 1998 - June 1999
Texas Workers' Compensation Commission March 1994 - November 1998
Proceeding Support Department March 1994 - September 1996
Skills
Public Speaking, Mental Health, Case Management, Psychotherapy, Training, Substance Abuse..., Case Managment, CBT, Leadership, Group Therapy, Leadership Development, Published Author, Addiction Recovery, Conflict Resolution, Coaching, Customer Service, Treatment, Management, Social Services, Counseling Psychology, Motivational..., Interviews, Mental Health Counseling, Dual Diagnosis, Career Counseling, Data Entry, Crisis Intervention, Psychology, Christian Counseling, Insurance, Supervisory Skills, Christian Ministry, Youth Empowerment, Author, Community Outreach, Nonprofits, Fundraising, Program Development, Team Building
Education
University of Phoenix 2006 — 2008
Master of Science, Psychology, 3.6
The College of Biblical Studies 2002 — 2004
Bachelor of Science, Leadership, 3.5
Texas Southern University 1991 — 1994
Mass Communication/Media Studies
Lamar University 1980 — 1982
Mass Communication/Media Studies
Jason Holmberg Jason Holmberg's Invesco Aim Experience May 2008 - August 2009
Job INTERNAL SALES TRANSAMERICA
Industry Financial Services
Experience
Transamerica May 2015 - Present
Great-West Financial September 2009 - May 2015
Invesco Aim May 2008 - August 2009
Invesco Aim September 2004 - April 2008
Invesco Aim June 2004 - August 2004
Invesco Aim September 2003 - May 2004
Skills
regional, Regional Development, Present, Product Demonstration, 401k, VAriab, Wholesaling, B2B, Salesforce.com, Life Insurance, Fixed, Wholesale, Coaching, Management, Finance, Strategy, Team Building, Leadership, Sales, Recruiting, Business Development, Customer Service, Mutual Funds, Strategic Financial..., Account Management, Investments, Customer Service..., Financial Services, Relationship Management, Team Leadership, Process Improvement, Strategic Planning, CRM, Hiring, Business Analysis, Financial Planning
Education
Regis University 2003 — 2007
Graduate Degree, Business Administration and Management, General
Fort Lewis College 1991 — 1995
Bachelors of Arts, Business Administration
Transamerica May 2015 - Present
Great-West Financial September 2009 - May 2015
Invesco Aim May 2008 - August 2009
Invesco Aim September 2004 - April 2008
Invesco Aim June 2004 - August 2004
Invesco Aim September 2003 - May 2004
Skills
regional, Regional Development, Present, Product Demonstration, 401k, VAriab, Wholesaling, B2B, Salesforce.com, Life Insurance, Fixed, Wholesale, Coaching, Management, Finance, Strategy, Team Building, Leadership, Sales, Recruiting, Business Development, Customer Service, Mutual Funds, Strategic Financial..., Account Management, Investments, Customer Service..., Financial Services, Relationship Management, Team Leadership, Process Improvement, Strategic Planning, CRM, Hiring, Business Analysis, Financial Planning
Education
Regis University 2003 — 2007
Graduate Degree, Business Administration and Management, General
Fort Lewis College 1991 — 1995
Bachelors of Arts, Business Administration
Hal Barr; CPC's Invesco Aim Experience January 1996 - February 2005
Job Consultant, trainer and coach to sales organizations and nationally recognized speaker on business development
Industry Management Consulting
Experience
HDB Consulting Group August 2012 - Present
American Beacon Advisors November 2010 - February 2012
Alternative Core Solutions June 2010 - December 2010
HDB Consulting Group September 2009 - August 2010
Lincoln Financial Distributors March 2005 - September 2009
Invesco Aim January 1996 - February 2005
INVESCO 1995 - 2005
Eaton Vance January 1989 - January 1995
Skills
Leadership Development, Coaching, Strategic Planning, Team Building, Sales Management, Mutual Funds, Series 6, Alternative Investments, Series 63, Series 7, Asset Managment, Investments, Marketing Strategy, Leadership, HAL, Mentoring, Asset Allocation, Separately Managed..., Marketing, Investment Strategies, CRM, Public Speaking, Selling, Wealth Management, Sales, Risk Management, Asset Management, Training, Strategy, Fixed Annuities, Competitive Analysis, Retirement Planning, Sales Operations, Executive Management, Employee Benefits, Small Business, Financial Advisory, Finance, Series 65, ETFs, FINRA, Insurance, 401k, Strategic Financial..., Retirement, Uniform Combined State..., Investment Advisory, Relationship Management, Securities, Variable Annuities
Education
Boston College 1976 — 1977
BA&S
Boston College 1974 — 1977
Bachelor of Applied Science (B.A.Sc.)
University of Rhode Island 1973 — 1975
Warwick Veterans 1969 — 1973
HDB Consulting Group August 2012 - Present
American Beacon Advisors November 2010 - February 2012
Alternative Core Solutions June 2010 - December 2010
HDB Consulting Group September 2009 - August 2010
Lincoln Financial Distributors March 2005 - September 2009
Invesco Aim January 1996 - February 2005
INVESCO 1995 - 2005
Eaton Vance January 1989 - January 1995
Skills
Leadership Development, Coaching, Strategic Planning, Team Building, Sales Management, Mutual Funds, Series 6, Alternative Investments, Series 63, Series 7, Asset Managment, Investments, Marketing Strategy, Leadership, HAL, Mentoring, Asset Allocation, Separately Managed..., Marketing, Investment Strategies, CRM, Public Speaking, Selling, Wealth Management, Sales, Risk Management, Asset Management, Training, Strategy, Fixed Annuities, Competitive Analysis, Retirement Planning, Sales Operations, Executive Management, Employee Benefits, Small Business, Financial Advisory, Finance, Series 65, ETFs, FINRA, Insurance, 401k, Strategic Financial..., Retirement, Uniform Combined State..., Investment Advisory, Relationship Management, Securities, Variable Annuities
Education
Boston College 1976 — 1977
BA&S
Boston College 1974 — 1977
Bachelor of Applied Science (B.A.Sc.)
University of Rhode Island 1973 — 1975
Warwick Veterans 1969 — 1973
Lynda Harper's Invesco Aim Experience 2003 - 2009
Job Customer Service expert
Industry Insurance
Experience
American National Insurance (Nick Linch agency) September 2015 - Present
ISE (International Student Exchange) December 2010 - Present
DaVita November 2011 - 2015
Invesco Aim 2003 - 2009
Berger Funds July 2002 - May 2003
Janus Capital Group 1997 - 2001
Skills
Coaching, Finance, Team Building, Sales, Microsoft Word, Mutual Funds, Event Planning, Leadership Development, Customer Service, Outlook, Training, Call Centers, Process Improvement, Microsoft Excel, Time Management, Management
Education
Northern Arizona University 1988 — 1993
Bachelor of Science, Hotel and Restaurant Management
Community College of Aurora 2011 — 2012
Business Technology Cerfificate, Still working on completing
Walt Disney World Management training proram 1989 — 1989
Management Training Program, Hotel, Motel, and Restaurant Management
American National Insurance (Nick Linch agency) September 2015 - Present
ISE (International Student Exchange) December 2010 - Present
DaVita November 2011 - 2015
Invesco Aim 2003 - 2009
Berger Funds July 2002 - May 2003
Janus Capital Group 1997 - 2001
Skills
Coaching, Finance, Team Building, Sales, Microsoft Word, Mutual Funds, Event Planning, Leadership Development, Customer Service, Outlook, Training, Call Centers, Process Improvement, Microsoft Excel, Time Management, Management
Education
Northern Arizona University 1988 — 1993
Bachelor of Science, Hotel and Restaurant Management
Community College of Aurora 2011 — 2012
Business Technology Cerfificate, Still working on completing
Walt Disney World Management training proram 1989 — 1989
Management Training Program, Hotel, Motel, and Restaurant Management
Brent Neal Brent Neal's Invesco Aim Experience November 1998 - November 2002
Job Senior Sales Consultant at Eastern Lighting, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Eastern Lighting, Inc. February 2003 - Present
Invesco Aim November 1998 - November 2002
Invesco Aim February 1994 - October 1998
Invesco Aim January 1993 - February 1994
United States Marine Corps February 1983 - February 1987
Skills
Solid State Lighting, Illumination, Direct Sales, Inside Sales, Sales Management, Marketing Strategy, New Business Development, Trade Shows, Product Development, Strategic Planning, Public Speaking, Negotiation, Lighting, Sales, Wholesale, Training, Marketing, Strategy, Customer Service, Retail, Merchandising, Management, Marketing Communications, Project Management
Education
Gemological Institute of America 2012 — 2012
Accredited Jewelry Professional
Academia Hispano Americana 1991 — 1991
Spanish
Texas State University-San Marcos 1988 — 1990
BA International Studies, Business, Spanish
Eastern Lighting, Inc. February 2003 - Present
Invesco Aim November 1998 - November 2002
Invesco Aim February 1994 - October 1998
Invesco Aim January 1993 - February 1994
United States Marine Corps February 1983 - February 1987
Skills
Solid State Lighting, Illumination, Direct Sales, Inside Sales, Sales Management, Marketing Strategy, New Business Development, Trade Shows, Product Development, Strategic Planning, Public Speaking, Negotiation, Lighting, Sales, Wholesale, Training, Marketing, Strategy, Customer Service, Retail, Merchandising, Management, Marketing Communications, Project Management
Education
Gemological Institute of America 2012 — 2012
Accredited Jewelry Professional
Academia Hispano Americana 1991 — 1991
Spanish
Texas State University-San Marcos 1988 — 1990
BA International Studies, Business, Spanish
Renee Shabazz Renee Shabazz's Invesco Aim Experience April 2007 - August 2009
Job Bachelors of Science in Psychology
Industry Government Administration
Experience
Buckley Air Force Base April 2013 - Present
J.P. Morgan Asset Management November 2012 - March 2013
ALPS Fund Services Inc- August 2011 - November 2012
ALPS Fund Services Inc November 2010 - August 2011
Invesco Aim April 2007 - August 2009
Invesco Aim April 2007 - August 2009
Fitzsimons Community Federal Credit Union November 2002 - April 2006
Buckley Air Force Base Child Development Center October 2001 - November 2002
Skills
Investments, Mutual Funds, Finance, Series 6, Series 63, 401k, Customer Service, Financial Services, Outlook, Microsoft Excel, Leadership
Education
University of Phoenix 2010 — 2014
Bachelors, Science in Psychology, 3.6
Pickens Technical College 2000 — 2002
CCNA, Cisco Computer Networking
Community College of Aurora 2000 — 2001
General Studies, Psychology and Applied Thinking & Strategy
Buckley Air Force Base April 2013 - Present
J.P. Morgan Asset Management November 2012 - March 2013
ALPS Fund Services Inc- August 2011 - November 2012
ALPS Fund Services Inc November 2010 - August 2011
Invesco Aim April 2007 - August 2009
Invesco Aim April 2007 - August 2009
Fitzsimons Community Federal Credit Union November 2002 - April 2006
Buckley Air Force Base Child Development Center October 2001 - November 2002
Skills
Investments, Mutual Funds, Finance, Series 6, Series 63, 401k, Customer Service, Financial Services, Outlook, Microsoft Excel, Leadership
Education
University of Phoenix 2010 — 2014
Bachelors, Science in Psychology, 3.6
Pickens Technical College 2000 — 2002
CCNA, Cisco Computer Networking
Community College of Aurora 2000 — 2001
General Studies, Psychology and Applied Thinking & Strategy
Jeremy Rogers Jeremy Rogers's Invesco Aim Experience June 2007 - October 2007
Job IT Business Systems Specialist at Newfield Exploration
Industry Oil & Energy
Experience
Newfield Exploration July 2015 - Present
ROLTA Solutions / Americas & EMEA August 2011 - July 2015
P2 Energy Solutions October 2007 - August 2011
Invesco Aim June 2007 - October 2007
Skills
Account Management, Upstream, Business Analysis, ERP, Business Intelligence, Salesforce.com, SDLC, Project Management, Enterprise Software, Business Development, Integration, Oracle E-Business Suite, SQL, Management Consulting, Strategy, Contract Negotiation, Management, Software Implementation, Energy Industry, Oracle, Software Project..., Business Process, Business Process..., SaaS, CRM, IT Strategy, Requirements Analysis, Consulting, Oracle Applications, Cloud Computing, Data Warehousing, Professional Services
Education
Sam Houston State University 2003 — 2007
B.B.A., Marketing
Newfield Exploration July 2015 - Present
ROLTA Solutions / Americas & EMEA August 2011 - July 2015
P2 Energy Solutions October 2007 - August 2011
Invesco Aim June 2007 - October 2007
Skills
Account Management, Upstream, Business Analysis, ERP, Business Intelligence, Salesforce.com, SDLC, Project Management, Enterprise Software, Business Development, Integration, Oracle E-Business Suite, SQL, Management Consulting, Strategy, Contract Negotiation, Management, Software Implementation, Energy Industry, Oracle, Software Project..., Business Process, Business Process..., SaaS, CRM, IT Strategy, Requirements Analysis, Consulting, Oracle Applications, Cloud Computing, Data Warehousing, Professional Services
Education
Sam Houston State University 2003 — 2007
B.B.A., Marketing
Sophie Ho, RP® Sophie Ho, RP®'s Invesco Aim Experience May 2008 - August 2009
Job Financial Planning Associate
Industry Financial Services
Experience
Destination Wealth Management December 2010 - Present
Bellatore Financial July 2010 - September 2010
Invesco Aim May 2008 - August 2009
Invesco Aim September 2007 - May 2008
Skills
Mutual Funds, Customer Service, Series 6, Insurance, 401k, Financial Services, Call Centers, Series 63, Finance, Series 7, Investments
Education
Colorado State University 2002 — 2006
Bachelor of Science, Business Marketing
Destination Wealth Management December 2010 - Present
Bellatore Financial July 2010 - September 2010
Invesco Aim May 2008 - August 2009
Invesco Aim September 2007 - May 2008
Skills
Mutual Funds, Customer Service, Series 6, Insurance, 401k, Financial Services, Call Centers, Series 63, Finance, Series 7, Investments
Education
Colorado State University 2002 — 2006
Bachelor of Science, Business Marketing
Justin Levantino, CIMA Justin Levantino, CIMA's Invesco Aim Experience April 2008 - March 2011
Job Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock April 2015 - Present
Calamos Investments November 2012 - April 2015
ETF Securities April 2011 - November 2012
Invesco Aim April 2008 - March 2011
Invesco Ltd. 2008 - March 2011
Skills
Asset Management, Series 7, ETFs, Mutual Funds, Investments, Asset Managment
Education
Sam Houston State University 1999 — 2003
B.B.A, Marketing
BlackRock April 2015 - Present
Calamos Investments November 2012 - April 2015
ETF Securities April 2011 - November 2012
Invesco Aim April 2008 - March 2011
Invesco Ltd. 2008 - March 2011
Skills
Asset Management, Series 7, ETFs, Mutual Funds, Investments, Asset Managment
Education
Sam Houston State University 1999 — 2003
B.B.A, Marketing
Daniel W Thomas's Invesco Aim Experience November 1999 - August 2002
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities November 2011 - Present
Jackson National Life September 2010 - September 2011
Genworth Financial June 2007 - September 2010
RiverSource April 2004 - June 2007
Federated Investors August 2002 - April 2004
Invesco Aim November 1999 - August 2002
Charles Schwab and Co December 1994 - August 1999
Education
Ball State University - College of Business 1989 — 1993
Bachelors of Science, Marketing
Realty Capital Securities November 2011 - Present
Jackson National Life September 2010 - September 2011
Genworth Financial June 2007 - September 2010
RiverSource April 2004 - June 2007
Federated Investors August 2002 - April 2004
Invesco Aim November 1999 - August 2002
Charles Schwab and Co December 1994 - August 1999
Education
Ball State University - College of Business 1989 — 1993
Bachelors of Science, Marketing
Lawanda Rasberry Lawanda Rasberry's Invesco Aim Experience September 2008 - September 2009
Job Facilities Manager at Mace Macro
Industry Facilities Services
Experience
Mace Macro September 2009 - Present
Invesco Aim September 2008 - September 2009
Ridgway's Management Services April 2002 - September 2008
Alliance Strategic Business Services March 1999 - April 2002
BP Amoco May 1987 - December 1995
B P Amoco January 1980 - April 1987
Education
Houston Community College 1990 — 1990
Professional Grant Writing
Houston Community College 1986 — 1988
Real Estate
International Travel Institute 1978 — 1978
Certification, Travel Agent
University of Houston-Downtown 1970 — 1974
Business Administration, Sociology, Psychology & Accounting
Mace Macro September 2009 - Present
Invesco Aim September 2008 - September 2009
Ridgway's Management Services April 2002 - September 2008
Alliance Strategic Business Services March 1999 - April 2002
BP Amoco May 1987 - December 1995
B P Amoco January 1980 - April 1987
Education
Houston Community College 1990 — 1990
Professional Grant Writing
Houston Community College 1986 — 1988
Real Estate
International Travel Institute 1978 — 1978
Certification, Travel Agent
University of Houston-Downtown 1970 — 1974
Business Administration, Sociology, Psychology & Accounting
John J Kim's Invesco Aim Experience June 2005 - November 2006
Job Energy Derivatives Trader
Industry Oil & Energy
Experience
Shell Trading US Company (STUSCO) December 2010 - December 2014
Louis Dreyfus Highbridge Energy Hedge Fund (LDH Energy) May 2010 - October 2010
ConocoPhillips January 2007 - April 2010
Invesco Aim June 2005 - November 2006
Waterstone Capital Management 2003 - 2004
Shell Trading Gas & Power 2001 - 2003
KBC Financial Products (D.E. Shaw) 2000 - 2001
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance, Econometrics & Statistics
Cornell University
BA, Psychology
Shell Trading US Company (STUSCO) December 2010 - December 2014
Louis Dreyfus Highbridge Energy Hedge Fund (LDH Energy) May 2010 - October 2010
ConocoPhillips January 2007 - April 2010
Invesco Aim June 2005 - November 2006
Waterstone Capital Management 2003 - 2004
Shell Trading Gas & Power 2001 - 2003
KBC Financial Products (D.E. Shaw) 2000 - 2001
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance, Econometrics & Statistics
Cornell University
BA, Psychology
Erica Bess Duncan's Invesco Aim Experience February 2009 - January 2011
Job Vice President, Marketing & Client Services at American Beacon Advisors
Industry Investment Management
Experience
American Beacon Advisors January 2011 - Present
Invesco Aim February 2009 - January 2011
Invesco Aim August 2004 - February 2009
UBS Warburg Energy February 2002 - December 2002
Enron Corp. June 1999 - February 2002
Skills
Equities, Asset Managment, Fixed Income, Investments, Mutual Funds, Investment Management
Education
Jones Graduate School of Business, Rice University 1997 — 1999
MBA, Marketing
Smith College 1988 — 1992
BA, English Literature
Rice University 1990 — 1991
-
American Beacon Advisors January 2011 - Present
Invesco Aim February 2009 - January 2011
Invesco Aim August 2004 - February 2009
UBS Warburg Energy February 2002 - December 2002
Enron Corp. June 1999 - February 2002
Skills
Equities, Asset Managment, Fixed Income, Investments, Mutual Funds, Investment Management
Education
Jones Graduate School of Business, Rice University 1997 — 1999
MBA, Marketing
Smith College 1988 — 1992
BA, English Literature
Rice University 1990 — 1991
-
Jef Kempf's Invesco Aim Experience September 2006 - January 2008
Job Sr. Manager, Process, Sales and Marketing at Charter Communications
Industry Telecommunications
Experience
Charter Communications August 2014 - Present
Charter Communications October 2012 - August 2014
Charter Communications July 2010 - October 2012
Charter Communications March 2009 - July 2010
Fiserv ISS January 2008 - March 2009
Fiserv ISS January 2008 - August 2008
Invesco Aim September 2006 - January 2008
Invesco Aim July 2004 - September 2006
AIM Investments Plc January 2002 - July 2004
Invesco Aim October 2000 - January 2002
Skills
Call Center, Performance Metrics, Workforce Management, Analysis, Call Centers, Customer Experience, Budgets, Project Management, Process Improvement, Leadership, Training, Customer Service, Recruiting, Strategic Planning, Operations Management, Forecasting, Employee Relations, Salesforce.com, Avaya, Business Analysis, Coaching, CRM, Cross-functional Team..., Customer Retention, Customer Satisfaction, Interviews, Management, Marketing, Master Scheduling, Microsoft Excel, Microsoft Office, Performance Management, Process Scheduler, Sales, Team Building, Team Leadership, Telecommunications, Vendor Management
Education
Michigan State University
Charter Communications August 2014 - Present
Charter Communications October 2012 - August 2014
Charter Communications July 2010 - October 2012
Charter Communications March 2009 - July 2010
Fiserv ISS January 2008 - March 2009
Fiserv ISS January 2008 - August 2008
Invesco Aim September 2006 - January 2008
Invesco Aim July 2004 - September 2006
AIM Investments Plc January 2002 - July 2004
Invesco Aim October 2000 - January 2002
Skills
Call Center, Performance Metrics, Workforce Management, Analysis, Call Centers, Customer Experience, Budgets, Project Management, Process Improvement, Leadership, Training, Customer Service, Recruiting, Strategic Planning, Operations Management, Forecasting, Employee Relations, Salesforce.com, Avaya, Business Analysis, Coaching, CRM, Cross-functional Team..., Customer Retention, Customer Satisfaction, Interviews, Management, Marketing, Master Scheduling, Microsoft Excel, Microsoft Office, Performance Management, Process Scheduler, Sales, Team Building, Team Leadership, Telecommunications, Vendor Management
Education
Michigan State University
Kenneth Kovar, C.P.A.'s Invesco Aim Experience 1992 - Present
Job Internal Audit Manager, Invesco
Industry Financial Services
Experience
AIM April 2009 - Present
AIM Investments 1992 - Present
INVESCO/AIM Investments 1992 - Present
Invesco Aim 1992 - Present
Education
Sam Houston State University 1987 — 1991
AIM April 2009 - Present
AIM Investments 1992 - Present
INVESCO/AIM Investments 1992 - Present
Invesco Aim 1992 - Present
Education
Sam Houston State University 1987 — 1991
Bill Hoppe's Invesco Aim Experience September 1988 - March 2011
Job Managing Director at BNY Mellon
Industry Investment Management
Experience
BNY Mellon January 2014 - Present
Arrowhd Financial Consultants/Houston Wealth Strategies July 2011 - January 2014
St. Thomas High School Foundation Board May 2004 - August 2011
Invesco Aim September 1988 - March 2011
Invesco 1988 - March 2011
Citicorp Investment Bank July 1985 - September 1988
Skills
Investments, Wealth Management, Sales Management, Cash Management, International Treasury..., Investment Professional, FINRA Series 24..., International Sales &..., Securities, Treasury, Mutual Funds, Investment Management, Banking, International, Portfolio Management, Fixed Income, Funding, Trading, Alternative Investments, Treasury Management, Asset Managment, Capital Markets, Equities, Money Market, Liquidity Management, Investment Strategies, Series 7
Education
Sam Houston State University 1975 — 1979
BBA, Management/ Economics/ Finance
BNY Mellon January 2014 - Present
Arrowhd Financial Consultants/Houston Wealth Strategies July 2011 - January 2014
St. Thomas High School Foundation Board May 2004 - August 2011
Invesco Aim September 1988 - March 2011
Invesco 1988 - March 2011
Citicorp Investment Bank July 1985 - September 1988
Skills
Investments, Wealth Management, Sales Management, Cash Management, International Treasury..., Investment Professional, FINRA Series 24..., International Sales &..., Securities, Treasury, Mutual Funds, Investment Management, Banking, International, Portfolio Management, Fixed Income, Funding, Trading, Alternative Investments, Treasury Management, Asset Managment, Capital Markets, Equities, Money Market, Liquidity Management, Investment Strategies, Series 7
Education
Sam Houston State University 1975 — 1979
BBA, Management/ Economics/ Finance
Rhonda Dixon-Gunner's Invesco Aim Experience 2000 - Present
Job Senior Officer at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. July 2000 - Present
Invesco Aim 2000 - Present
OppenheimerFunds 1982 - 2000
Skills
Financial Services, Mutual Funds, Asset Managment, Securities, Portfolio Management, Relationship Management, Series 7, Investments, Alternative Investments, Equities, Wealth Management, 401k, Life Insurance, Asset Management, Hedge Funds, Asset Allocation, Investment Management, Retirement Planning, Fixed Income, Risk Management, Series 63, ETFs
Education
Regis University
Bachelor of Science (BS), Business Administration and Management, General
Invesco Ltd. July 2000 - Present
Invesco Aim 2000 - Present
OppenheimerFunds 1982 - 2000
Skills
Financial Services, Mutual Funds, Asset Managment, Securities, Portfolio Management, Relationship Management, Series 7, Investments, Alternative Investments, Equities, Wealth Management, 401k, Life Insurance, Asset Management, Hedge Funds, Asset Allocation, Investment Management, Retirement Planning, Fixed Income, Risk Management, Series 63, ETFs
Education
Regis University
Bachelor of Science (BS), Business Administration and Management, General
Kristen L McDowell's Invesco Aim Experience January 2004 - March 2008
Job Senior Digital Business Analyst Team Lead at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. March 2015 - Present
Invesco March 2008 - March 2015
Invesco Aim January 2004 - March 2008
AIM Investments August 2000 - January 2004
AIM Investments June 1999 - August 2000
Skills
User Experience, Series 7, Investments, Requirements Gathering, Analysis, Client Services, Business Analysis, Process Improvement, Series 6, Sales, Customer Service, Mutual Funds
Education
Sam Houston State University 1994 — 1999
BBA, Marketing
Invesco Ltd. March 2015 - Present
Invesco March 2008 - March 2015
Invesco Aim January 2004 - March 2008
AIM Investments August 2000 - January 2004
AIM Investments June 1999 - August 2000
Skills
User Experience, Series 7, Investments, Requirements Gathering, Analysis, Client Services, Business Analysis, Process Improvement, Series 6, Sales, Customer Service, Mutual Funds
Education
Sam Houston State University 1994 — 1999
BBA, Marketing
Shawnte' Strachan's Invesco Aim Experience January 2004 - December 2007
Job Network Lease Analyst, CricketWireless
Industry Telecommunications
Experience
Cricket Communications June 2012 - Present
Cricket Communications December 2007 - June 2012
Invesco Aim January 2004 - December 2007
BBVA Compass 2002 - January 2004
Bank of America 1999 - 2002
Skills
Microsoft Excel, PowerPoint, Spreadsheets, Microsoft Word, Customer Service, Banking, 10 Key, Accounts Payable, Financial Analysis, Invoicing, Purchase Orders, Visio, Microsoft Exchange, Oracle Reports, Expenses, Concur, Budgets, Team Building, Team Leadership, Vendor Management, Training, Operations Management, Customer Satisfaction, Administrative..., Customer Experience, Sales, Outlook, Management, Forecasting, Call Centers, Inventory Management, Wireless, Leadership, System Administration, Event Planning, Accounts Receivable, Office Administration, Salesforce.com, Data Entry, Process Improvement, Interviews, Sales Management, Recruiting, Office Management, Employee Relations, Data Analysis, Time Management, Hiring, Customer Retention, Microsoft Office
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
University of Phoenix
Bachelor of Science (BS), Business Management
Cricket Communications June 2012 - Present
Cricket Communications December 2007 - June 2012
Invesco Aim January 2004 - December 2007
BBVA Compass 2002 - January 2004
Bank of America 1999 - 2002
Skills
Microsoft Excel, PowerPoint, Spreadsheets, Microsoft Word, Customer Service, Banking, 10 Key, Accounts Payable, Financial Analysis, Invoicing, Purchase Orders, Visio, Microsoft Exchange, Oracle Reports, Expenses, Concur, Budgets, Team Building, Team Leadership, Vendor Management, Training, Operations Management, Customer Satisfaction, Administrative..., Customer Experience, Sales, Outlook, Management, Forecasting, Call Centers, Inventory Management, Wireless, Leadership, System Administration, Event Planning, Accounts Receivable, Office Administration, Salesforce.com, Data Entry, Process Improvement, Interviews, Sales Management, Recruiting, Office Management, Employee Relations, Data Analysis, Time Management, Hiring, Customer Retention, Microsoft Office
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
University of Phoenix
Bachelor of Science (BS), Business Management
Jeff Batie jbatie2000@gmail.com's Invesco Aim Experience 1991 - 1995
Job Tax Preparer at H&R Block
Industry Accounting
Experience
H&R Block December 2014 - Present
Urban Lending Solutions (Contract) June 2012 - February 2014
Sales Management Group July 2009 - November 2010
Western Union October 2008 - December 2008
FRP October 2006 - September 2007
TIAA-CREF June 2000 - May 2004
Invesco Aim 1991 - 1995
Professional Ski Instructors of America September 1988 - November 1990
Coca-Cola Bottling Company March 1984 - September 1986
Skills
Invoicing, Accounts Payable, Journal Entries, Bank Reconciliation, General Ledger, Accounting, Bookkeeping, Tax, Spreadsheets, Access, Sales Tax, Retirement Planning, Mutual Funds
Education
Harding University
BBA, Accounting
H&R Block December 2014 - Present
Urban Lending Solutions (Contract) June 2012 - February 2014
Sales Management Group July 2009 - November 2010
Western Union October 2008 - December 2008
FRP October 2006 - September 2007
TIAA-CREF June 2000 - May 2004
Invesco Aim 1991 - 1995
Professional Ski Instructors of America September 1988 - November 1990
Coca-Cola Bottling Company March 1984 - September 1986
Skills
Invoicing, Accounts Payable, Journal Entries, Bank Reconciliation, General Ledger, Accounting, Bookkeeping, Tax, Spreadsheets, Access, Sales Tax, Retirement Planning, Mutual Funds
Education
Harding University
BBA, Accounting
Douglas C. Bond's Invesco Aim Experience 2004 - June 2010
Job Regional Director at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners October 2011 - Present
Invesco Aim 2004 - June 2010
Phoenix Investment Partners, Ltd. 1996 - 2004
Phoenix Investment Partners, Ltd. 1992 - 1996
Phoenix Investment Partners, Ltd. 1991 - 1992
Phoenix Investment Partners, Ltd. 1989 - 1991
Cincinnati Reds 1988 - 1989
Skills
Separately Managed..., REIT, Series 63, Investments, Series 7, Sales Management, Mutual Funds, Alternative Investments, Financial Advisory, Investment Advisory
Education
Quinnipiac University - School of Business 1984 — 1989
Bachelor of Science, Marketing, Information Systems
Worcester Academy 1983 — 1984
Virtus Investment Partners October 2011 - Present
Invesco Aim 2004 - June 2010
Phoenix Investment Partners, Ltd. 1996 - 2004
Phoenix Investment Partners, Ltd. 1992 - 1996
Phoenix Investment Partners, Ltd. 1991 - 1992
Phoenix Investment Partners, Ltd. 1989 - 1991
Cincinnati Reds 1988 - 1989
Skills
Separately Managed..., REIT, Series 63, Investments, Series 7, Sales Management, Mutual Funds, Alternative Investments, Financial Advisory, Investment Advisory
Education
Quinnipiac University - School of Business 1984 — 1989
Bachelor of Science, Marketing, Information Systems
Worcester Academy 1983 — 1984
Michael V. Rabuffo, CFA's Invesco Aim Experience 1998 - 1999
Job VP at GW&K
Industry Investment Management
Experience
GW&K Investment Management July 1999 - Present
GW&K 1999 - 2008
Estabrook 2005 - 2007
Invesco Aim 1998 - 1999
Mellon Trust Company 1996 - 1998
Skills
Fixed Income, Bloomberg, Equities, Investment Management, Asset Allocation, Asset Managment, Series 7, Investments, Portfolio Management, Mutual Funds, Alternative Investments, Investment Strategies, Bonds, Series 63, Securities, MBA, Chartered Financial..., Asset Management, FINRA, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA, Finance
Boston College 1992 — 1996
Bachelor of Science (B.S.), Finance, General
GW&K Investment Management July 1999 - Present
GW&K 1999 - 2008
Estabrook 2005 - 2007
Invesco Aim 1998 - 1999
Mellon Trust Company 1996 - 1998
Skills
Fixed Income, Bloomberg, Equities, Investment Management, Asset Allocation, Asset Managment, Series 7, Investments, Portfolio Management, Mutual Funds, Alternative Investments, Investment Strategies, Bonds, Series 63, Securities, MBA, Chartered Financial..., Asset Management, FINRA, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA, Finance
Boston College 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Tanner Valant's Invesco Aim Experience November 2000 - Present
Job Sr. Multimedia Designer at Invesco
Industry Financial Services
Experience
Invesco Aim November 2000 - Present
Bill Young Productions February 1997 - October 2000
Education
Art Institute of Houston 1996 — 1998
Southwest Missouri State University 1994 — 1996
Business
Invesco Aim November 2000 - Present
Bill Young Productions February 1997 - October 2000
Education
Art Institute of Houston 1996 — 1998
Southwest Missouri State University 1994 — 1996
Business
Dennis Lyn Smith's Invesco Aim Experience 1997 - 2005
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
AXA Advisors March 2007 - December 2014
United American Insurance October 2006 - December 2006
DHI Mortgage March 2006 - October 2006
Wells Fargo Home Mortgage August 2005 - April 2006
AIM Investments 1997 - 2005
Invesco Aim 1997 - 2005
Skills
Customer Service, Customer Relations, Financial Planning
Education
Wright State University 1993 — 1996
BA, Theater Studies
Louisiana Tech University 1991 — 1993
Bachelor of Arts (B.A.), Liberal Arts
Lon Morris College 1989 — 1991
AA, Theater
Merrill Edge December 2014 - Present
AXA Advisors March 2007 - December 2014
United American Insurance October 2006 - December 2006
DHI Mortgage March 2006 - October 2006
Wells Fargo Home Mortgage August 2005 - April 2006
AIM Investments 1997 - 2005
Invesco Aim 1997 - 2005
Skills
Customer Service, Customer Relations, Financial Planning
Education
Wright State University 1993 — 1996
BA, Theater Studies
Louisiana Tech University 1991 — 1993
Bachelor of Arts (B.A.), Liberal Arts
Lon Morris College 1989 — 1991
AA, Theater
Laura Dougherty's Invesco Aim Experience March 2006 - May 2010
Job Senior Internal Wholesaler at Invesco AIM
Industry Financial Services
Experience
Invesco Aim March 2006 - May 2010
INVESCO 2006 - 2010
Legg Mason/Citigroup Asset Management September 2003 - March 2006
RBC Dain Rauscher September 2001 - September 2003
Education
James Madison University 1997 — 2001
Bachelor Business Administration, Finance
Yorktown High School
Invesco Aim March 2006 - May 2010
INVESCO 2006 - 2010
Legg Mason/Citigroup Asset Management September 2003 - March 2006
RBC Dain Rauscher September 2001 - September 2003
Education
James Madison University 1997 — 2001
Bachelor Business Administration, Finance
Yorktown High School
Katrina Evans's Invesco Aim Experience 1995 - 2003
Job Financial Reporting Manager at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group December 2013 - Present
Brown Brothers Harriman September 2010 - December 2013
Oppenheimer Funds May 2005 - September 2010
Invesco Aim 1995 - 2003
Skills
Fund Accounting, Mutual Funds
Education
National American University 1996 — 1998
Janus Capital Group December 2013 - Present
Brown Brothers Harriman September 2010 - December 2013
Oppenheimer Funds May 2005 - September 2010
Invesco Aim 1995 - 2003
Skills
Fund Accounting, Mutual Funds
Education
National American University 1996 — 1998
Melissa Hawkins's Invesco Aim Experience December 2006 - July 2010
Job Senior Compliance Officer
Industry Financial Services
Experience
Invesco Ltd. March 2015 - Present
Invesco Ltd. June 2011 - March 2015
Invesco Ltd. August 2010 - June 2011
Invesco Aim December 2006 - July 2010
AIM Investments June 1999 - December 2006
Schlumberger 1998 - 1999
Skills
Mutual Funds, FINRA, Series 6, Retirement, SharePoint, Licensing, Broker-Dealer, Investment Advisory, Financial Services, Series 7, Microsoft Excel, Due Diligence, Investments, Retirement Planning, Risk Management, Securities
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Plans Specialist, Retirement Plans
Houston Community College 2002 — 2005
AAS - Business Management
Invesco Ltd. March 2015 - Present
Invesco Ltd. June 2011 - March 2015
Invesco Ltd. August 2010 - June 2011
Invesco Aim December 2006 - July 2010
AIM Investments June 1999 - December 2006
Schlumberger 1998 - 1999
Skills
Mutual Funds, FINRA, Series 6, Retirement, SharePoint, Licensing, Broker-Dealer, Investment Advisory, Financial Services, Series 7, Microsoft Excel, Due Diligence, Investments, Retirement Planning, Risk Management, Securities
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Plans Specialist, Retirement Plans
Houston Community College 2002 — 2005
AAS - Business Management
Jessica Katzmarek's Invesco Aim Experience October 1999 - Present
Job Manager at Invesco Aim
Industry Financial Services
Experience
Invesco Aim October 1999 - Present
Education
Northern Michigan University 1989 — 1991
Invesco Aim October 1999 - Present
Education
Northern Michigan University 1989 — 1991
Raveewan Luthra's Invesco Aim Experience July 2005 - August 2007
Job Accountant, CPA
Industry Accounting
Experience
Advanced Polybag, Inc. November 2011 - May 2012
Neighborhood Centers Inc. January 2010 - April 2011
Invesco Aim July 2005 - August 2007
Education
University of Houston-Downtown 2004 — 2008
Accounting
Central Michigan University 1996 — 1997
MBA, Business
Assumption University 1991 — 1995
BBA, Marketing
Advanced Polybag, Inc. November 2011 - May 2012
Neighborhood Centers Inc. January 2010 - April 2011
Invesco Aim July 2005 - August 2007
Education
University of Houston-Downtown 2004 — 2008
Accounting
Central Michigan University 1996 — 1997
MBA, Business
Assumption University 1991 — 1995
BBA, Marketing
Paul Chafetz's Invesco Aim Experience 2006 - 2009
Job Internal Wholesaler at ICON Advisers
Industry Financial Services
Experience
ICON Advisers May 2011 - Present
T Rowe Price May 2010 - April 2011
Invesco Aim 2006 - 2009
AIM Investments 2000 - 2007
AIM Investments 2000 - 2007
Invesco Aim 2003 - 2006
Golfsmith April 2000 - November 2000
Skills
Leadership, Training, Recruiting, Performance Management, Team Building, Sales, Leadership Development, Coaching, Mutual Funds, Employee Engagement, Call Centers, Financial Services, Interviews, Customer Service, Retirement Planning, Public Speaking, Retirement, Series 63, Series 7, Accounting
Education
Regis University 2007 — 2009
Business Administration
The University of Texas at Austin 1995 — 2000
ICON Advisers May 2011 - Present
T Rowe Price May 2010 - April 2011
Invesco Aim 2006 - 2009
AIM Investments 2000 - 2007
AIM Investments 2000 - 2007
Invesco Aim 2003 - 2006
Golfsmith April 2000 - November 2000
Skills
Leadership, Training, Recruiting, Performance Management, Team Building, Sales, Leadership Development, Coaching, Mutual Funds, Employee Engagement, Call Centers, Financial Services, Interviews, Customer Service, Retirement Planning, Public Speaking, Retirement, Series 63, Series 7, Accounting
Education
Regis University 2007 — 2009
Business Administration
The University of Texas at Austin 1995 — 2000
Richard Rick Haggard II's Invesco Aim Experience August 1994 - March 2010
Job Senior Operations/IT Specialist at Bridgeway Capital Management, Inc.
Industry Information Technology and Services
Experience
Bridgeway Capital Management, Inc. April 2015 - Present
BBVA Compass November 2012 - April 2015
Invesco Ltd. March 2010 - October 2012
Invesco Aim August 1994 - March 2010
Skills
Business Analysis, Requirements Analysis, SDLC, Risk Management, Visio, IT Strategy, Project Portfolio..., Management, PMP, Vendor Management, Fixed Income, Project Management, Asset Management, Equities, Financial Services, Portfolio Management
Education
American Sentinel University 2005 — 2007
Masters, Information Systems
American Sentinel University 2002 — 2005
Bachelors, Computer Information Systems
Bridgeway Capital Management, Inc. April 2015 - Present
BBVA Compass November 2012 - April 2015
Invesco Ltd. March 2010 - October 2012
Invesco Aim August 1994 - March 2010
Skills
Business Analysis, Requirements Analysis, SDLC, Risk Management, Visio, IT Strategy, Project Portfolio..., Management, PMP, Vendor Management, Fixed Income, Project Management, Asset Management, Equities, Financial Services, Portfolio Management
Education
American Sentinel University 2005 — 2007
Masters, Information Systems
American Sentinel University 2002 — 2005
Bachelors, Computer Information Systems
Jennifer Bartok's Invesco Aim Experience 2000 - Present
Job Sales Operations Contact at Invesco
Industry Financial Services
Experience
Invesco March 2009 - Present
Invesco Aim 2000 - Present
AIM Investments 1997 - 2000
Skills
Series 6, Mutual Funds
Education
Baylor University - Hankamer School of Business 1991 — 1995
Invesco March 2009 - Present
Invesco Aim 2000 - Present
AIM Investments 1997 - 2000
Skills
Series 6, Mutual Funds
Education
Baylor University - Hankamer School of Business 1991 — 1995
Kurt Rowley's Invesco Aim Experience July 2000 - November 2009
Job Senior Compliance Officer at Invesco Ltd.
Industry Financial Services
Experience
Invesco October 2009 - Present
Invesco Aim July 2000 - November 2009
Skills
Mutual Funds, FINRA, Securities, Investments, Series 6, Series 7, Equities, Financial Services, Fixed Income
Education
Sam Houston State University 2004 — 2009
BBA, General Business Administration
Invesco October 2009 - Present
Invesco Aim July 2000 - November 2009
Skills
Mutual Funds, FINRA, Securities, Investments, Series 6, Series 7, Equities, Financial Services, Fixed Income
Education
Sam Houston State University 2004 — 2009
BBA, General Business Administration
Kimberly Klesel's Invesco Aim Experience December 2004 - June 2011
Job Data Managment Representative at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. November 2010 - Present
INVESCO AIM December 2004 - June 2011
Wal-Mart May 1998 - December 2004
Tomball Ford August 1998 - May 2001
Education
Sam Houston State University 1998 — 2003
BA, Sociology
Invesco Ltd. November 2010 - Present
INVESCO AIM December 2004 - June 2011
Wal-Mart May 1998 - December 2004
Tomball Ford August 1998 - May 2001
Education
Sam Houston State University 1998 — 2003
BA, Sociology
Lynelle Kussie's Invesco Aim Experience 2000 - 2005
Job Manager Recruiting at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2006 - Present
Invesco Aim 2000 - 2005
INVESCO 2000 - 2003
Skills
Mutual Funds, Talent Acquisition, Financial Services, Onboarding, Performance Management, Recruiting, Talent Management, Coaching, Relationship Management, 401k, Process Improvement, Series 7, Human Resources, Succession Planning, Workforce Planning, Employee Engagement, Vendor Management, Temporary Placement
Education
Houston Community College
OppenheimerFunds January 2006 - Present
Invesco Aim 2000 - 2005
INVESCO 2000 - 2003
Skills
Mutual Funds, Talent Acquisition, Financial Services, Onboarding, Performance Management, Recruiting, Talent Management, Coaching, Relationship Management, 401k, Process Improvement, Series 7, Human Resources, Succession Planning, Workforce Planning, Employee Engagement, Vendor Management, Temporary Placement
Education
Houston Community College
Derek Sbrogna, CFA's Invesco Aim Experience June 2009 - August 2009
Job Investment Manager at Teacher Retirement System of Texas
Industry Financial Services
Experience
Teacher Retirement System of Texas October 2014 - Present
Macquarie Capital September 2013 - October 2014
Macquarie Capital August 2010 - September 2013
Invesco Aim June 2009 - August 2009
Daymon Worldwide September 2007 - August 2008
Daymon Worldwide January 2006 - September 2007
Daymon Worldwide July 2004 - December 2005
Skills
Competitive Analysis, Leadership, Marketing, Market Research, Analysis, Forecasting, Equity Research
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA, Finance
Boston College 2000 — 2004
Finance and Marketing
Bancroft
Teacher Retirement System of Texas October 2014 - Present
Macquarie Capital September 2013 - October 2014
Macquarie Capital August 2010 - September 2013
Invesco Aim June 2009 - August 2009
Daymon Worldwide September 2007 - August 2008
Daymon Worldwide January 2006 - September 2007
Daymon Worldwide July 2004 - December 2005
Skills
Competitive Analysis, Leadership, Marketing, Market Research, Analysis, Forecasting, Equity Research
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA, Finance
Boston College 2000 — 2004
Finance and Marketing
Bancroft
Douglas Inglee's Invesco Aim Experience September 2003 - Present
Job Team Lead at Invesco Aim
Industry Financial Services
Experience
Invesco Aim September 2003 - Present
Education
Colorado State University 1997 — 2002
BA, Economics
Invesco Aim September 2003 - Present
Education
Colorado State University 1997 — 2002
BA, Economics
David Dietrich, CFP's Invesco Aim Experience December 1999 - June 2008
Job Financial Planner at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning 2009 - Present
INVESCO AIM December 1999 - June 2008
AIM DISTRIBUTORS, INC., Houston, TX 1999 - 2008
Franklin Templeton Investments July 1987 - December 1999
Skills
Mutual Funds, Annuities, ETFs, Separately Managed..., Series 7, Series 6, Series 63, Investments, Financial Planning, Asset Allocation, Retirement Planning, Wealth Management, Wholesaling, Insurance, Retirement, Investment Advisory, Asset Management, Estate Planning, Series 66, Series 65, Public Speaking, Long Term Care, Coaching
Education
College for Financial Planning 2008 — 2009
Certified Financial Planner
University of California, Los Angeles 1983 — 1987
BA, Economics
First Command Financial Planning 2009 - Present
INVESCO AIM December 1999 - June 2008
AIM DISTRIBUTORS, INC., Houston, TX 1999 - 2008
Franklin Templeton Investments July 1987 - December 1999
Skills
Mutual Funds, Annuities, ETFs, Separately Managed..., Series 7, Series 6, Series 63, Investments, Financial Planning, Asset Allocation, Retirement Planning, Wealth Management, Wholesaling, Insurance, Retirement, Investment Advisory, Asset Management, Estate Planning, Series 66, Series 65, Public Speaking, Long Term Care, Coaching
Education
College for Financial Planning 2008 — 2009
Certified Financial Planner
University of California, Los Angeles 1983 — 1987
BA, Economics
Rob Brandhorst's Invesco Aim Experience 1993 - 1999
Job Capital Markets Manager at United Launch Alliance
Industry Defense & Space
Experience
ULA - United Launch Alliance - Lockheed Martin & Boeing November 2010 - Present
Resources Global Professionals February 2008 - November 2010
Great-West Life January 2004 - January 2008
ADT Security Services May 2000 - January 2004
ING March 1999 - May 2000
Invesco Aim 1993 - 1999
Skills
Financial Modeling, Forecasting, Analysis, Financial Analysis, Financial Reporting, Accounting, Variance Analysis, Process Improvement, Risk Management, Due Diligence, Business Process..., Managerial Finance, Corporate Finance, Cash Management, Finance
Education
Regis University 1996 — 1999
MBA, Accounting & Finance
Colorado State University 1989 — 1993
BSBA, Accounting
ULA - United Launch Alliance - Lockheed Martin & Boeing November 2010 - Present
Resources Global Professionals February 2008 - November 2010
Great-West Life January 2004 - January 2008
ADT Security Services May 2000 - January 2004
ING March 1999 - May 2000
Invesco Aim 1993 - 1999
Skills
Financial Modeling, Forecasting, Analysis, Financial Analysis, Financial Reporting, Accounting, Variance Analysis, Process Improvement, Risk Management, Due Diligence, Business Process..., Managerial Finance, Corporate Finance, Cash Management, Finance
Education
Regis University 1996 — 1999
MBA, Accounting & Finance
Colorado State University 1989 — 1993
BSBA, Accounting
J. Freeman's Invesco Aim Experience July 1998 - June 2006
Job Senior Technology Manager and Vice President at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors June 2006 - Present
Invesco Aim July 1998 - June 2006
Invesco Ltd. July 1998 - June 2006
Houston Community College August 1998 - May 2001
North Lake College August 1997 - July 1998
First USA May 1996 - July 1998
Fidelity Investments June 1995 - May 1997
Fidelity Investments November 1993 - June 1995
Skills
Mutual Funds, Portfolio Management, Investment Management, Investments, Securities, Bonds, Equities, Asset Allocation, Hedge Funds, Fixed Income, Investment Strategies, Trading, Asset Management, Alternative Investments, Asset Managment, Series 7, ETFs, Wealth Management, Risk Management, Bloomberg, Charles River IMS, Eagle PACE, Relationship Management, Investment Advisory, Financial Analysis, Visual Basic, Visual Studio, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Dynamics, Microsoft Exchange, Oracle, UC4, Autosys, Windows Server, Windows 7, Windows XP Pro, Windows 2000, Microsoft Windows 98, Series 63, C#, Money Market Funds, Gigabit Ethernet, Cisco VPN, SCCM, VoIP, IP, PC
Education
Liberty University 2015 — 2017
Doctor of Business Administration, International Business
The University of Dallas 1994 — 1996
MBA, Finance
Baylor University - Hankamer School of Business 1991 — 1993
BBA, Marketing
Dimensional Fund Advisors June 2006 - Present
Invesco Aim July 1998 - June 2006
Invesco Ltd. July 1998 - June 2006
Houston Community College August 1998 - May 2001
North Lake College August 1997 - July 1998
First USA May 1996 - July 1998
Fidelity Investments June 1995 - May 1997
Fidelity Investments November 1993 - June 1995
Skills
Mutual Funds, Portfolio Management, Investment Management, Investments, Securities, Bonds, Equities, Asset Allocation, Hedge Funds, Fixed Income, Investment Strategies, Trading, Asset Management, Alternative Investments, Asset Managment, Series 7, ETFs, Wealth Management, Risk Management, Bloomberg, Charles River IMS, Eagle PACE, Relationship Management, Investment Advisory, Financial Analysis, Visual Basic, Visual Studio, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Dynamics, Microsoft Exchange, Oracle, UC4, Autosys, Windows Server, Windows 7, Windows XP Pro, Windows 2000, Microsoft Windows 98, Series 63, C#, Money Market Funds, Gigabit Ethernet, Cisco VPN, SCCM, VoIP, IP, PC
Education
Liberty University 2015 — 2017
Doctor of Business Administration, International Business
The University of Dallas 1994 — 1996
MBA, Finance
Baylor University - Hankamer School of Business 1991 — 1993
BBA, Marketing
Robert P. Bruns, CIMA's Invesco Aim Experience March 2006 - January 2010
Job Advisor at NFA Wealth Management
Industry Financial Services
Experience
NFA Wealth Management December 2011 - Present
Ascendant Advisors November 2010 - November 2011
Invesco September 2009 - November 2010
Invesco AIM March 2006 - January 2010
Invesco Aim January 2002 - January 2006
AIM Funds April 1998 - January 2002
US Army June 1987 - November 1990
Skills
401k, Retirement Planning, Wealth Management, Certified Investment..., 401k Rollovers, College Savings Plans, Life Insurance, Long-term Care, Employee Benefits, Portfolio Management, Mutual Funds, Investments, Investment Management, Equities, Asset Allocation, Series 7, Securities, Financial Services
Education
Sam Houston State University 1991 — 1996
BBA, Finance
NFA Wealth Management December 2011 - Present
Ascendant Advisors November 2010 - November 2011
Invesco September 2009 - November 2010
Invesco AIM March 2006 - January 2010
Invesco Aim January 2002 - January 2006
AIM Funds April 1998 - January 2002
US Army June 1987 - November 1990
Skills
401k, Retirement Planning, Wealth Management, Certified Investment..., 401k Rollovers, College Savings Plans, Life Insurance, Long-term Care, Employee Benefits, Portfolio Management, Mutual Funds, Investments, Investment Management, Equities, Asset Allocation, Series 7, Securities, Financial Services
Education
Sam Houston State University 1991 — 1996
BBA, Finance
Vince Sellers's Invesco Aim Experience 1996 - 2003
Job Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2008 - Present
Legg Mason 2006 - 2008
Salomon Brothers 2004 - 2006
Invesco Aim 1996 - 2003
Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Hedge Funds, Asset Management, Equities, Investments, Fixed Income, Portfolio Management, Securities
Education
Brigham Young University 1983 — 1990
B.S., Finance
Neuberger Berman May 2008 - Present
Legg Mason 2006 - 2008
Salomon Brothers 2004 - 2006
Invesco Aim 1996 - 2003
Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Hedge Funds, Asset Management, Equities, Investments, Fixed Income, Portfolio Management, Securities
Education
Brigham Young University 1983 — 1990
B.S., Finance
Ann Wolicki's Invesco Aim Experience June 2005 - August 2009
Job Brokerage Operations Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2009 - Present
INVESCO Aim June 2005 - August 2009
Retail Brand Alliance 2002 - 2005
Skills
Customer Service, Mutual Funds, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Financial Services, Time Management, Teamwork
Education
Colorado State University 2001 — 2005
Bachelors, Economics
TIAA-CREF October 2009 - Present
INVESCO Aim June 2005 - August 2009
Retail Brand Alliance 2002 - 2005
Skills
Customer Service, Mutual Funds, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Financial Services, Time Management, Teamwork
Education
Colorado State University 2001 — 2005
Bachelors, Economics
Stephanie Minson's Invesco Aim Experience September 2007 - August 2009
Job Supervisor, Alternative Investments Administration at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company January 2015 - Present
ALPS, A DST Company September 2012 - January 2015
ALPS, A DST Company April 2010 - August 2012
Great West Life and Annuity December 2009 - March 2010
Invesco Aim September 2007 - August 2009
Spradley Barr Autoplex May 2005 - May 2007
Skills
Leadership, Series 6, Mutual Funds, FINRA, Business Analysis, Outlook, Customer Service, Financial Services, 401k, Investments
Education
Colorado State University 2003 — 2007
Bachelor of Science, Business Administration, Finance, Real Estate, Political Science
ALPS, A DST Company January 2015 - Present
ALPS, A DST Company September 2012 - January 2015
ALPS, A DST Company April 2010 - August 2012
Great West Life and Annuity December 2009 - March 2010
Invesco Aim September 2007 - August 2009
Spradley Barr Autoplex May 2005 - May 2007
Skills
Leadership, Series 6, Mutual Funds, FINRA, Business Analysis, Outlook, Customer Service, Financial Services, 401k, Investments
Education
Colorado State University 2003 — 2007
Bachelor of Science, Business Administration, Finance, Real Estate, Political Science
Renee Shabazz's Invesco Aim Experience April 2007 - Present
Job Detailoriented professional with experience in handling investments in the banking and mutual fund industries
Industry Investment Management
Experience
Invesco AIM April 2007 - Present
Invesco AIM April 2007 - Present
Invesco AIM 2007 - 2009
Education
Pickens Technical College 2000 — 2002
Associate, Cisco Computer Networking
Community College of Aurora 1999 — 2000
N/A, Psychology / Applied Thinking & Strategy
Invesco AIM April 2007 - Present
Invesco AIM April 2007 - Present
Invesco AIM 2007 - 2009
Education
Pickens Technical College 2000 — 2002
Associate, Cisco Computer Networking
Community College of Aurora 1999 — 2000
N/A, Psychology / Applied Thinking & Strategy
Chad Stanfield's Invesco Aim Experience 1998 - 2003
Job Senior Tax Accountant
Industry Accounting
Experience
Invesco June 2013 - Present
Joe R. Hoelle, CPA, P.C. January 2009 - June 2013
CiCi's Pizza July 2004 - August 2012
Aim Investments Inc June 1998 - June 2004
A I M 1998 - 2003
AIM Investments 1998 - 2003
Invesco Aim 1998 - 2003
AIM Management 1998 - 2003
AIM 1998 - 2003
Skills
Accounting, Tax, Microsoft Office, Customer Service, Leadership, Real Estate, Payroll, Supervisory Skills, Asset Management, Account Reconciliation, Financial Accounting, Tax Returns, Microsoft Word, Customer Satisfaction, Process Improvement, Financial Reporting, Teamwork, PowerPoint, Income Statement, Management, Strategic Planning, Microsoft Excel, Tax Preparation, Outlook, Fixed Assets, Forecasting, Strategic Financial..., Internal Controls, Financial Services, Risk Management, Due Diligence, Financial Analysis, Mergers & Acquisitions, Business Planning, Tax Accounting, Sales, Corporate Tax, Analysis, Auditing, Budgets, General Ledger, Project Planning, Banking, QuickBooks, Management Consulting, Investments, Coaching, Inventory Management, GAAP, Financial Statements
Education
Angelo State University 2008 — 2012
MPAc, Accounting
Angelo State University 1995 — 1998
B.A., Communications
Invesco June 2013 - Present
Joe R. Hoelle, CPA, P.C. January 2009 - June 2013
CiCi's Pizza July 2004 - August 2012
Aim Investments Inc June 1998 - June 2004
A I M 1998 - 2003
AIM Investments 1998 - 2003
Invesco Aim 1998 - 2003
AIM Management 1998 - 2003
AIM 1998 - 2003
Skills
Accounting, Tax, Microsoft Office, Customer Service, Leadership, Real Estate, Payroll, Supervisory Skills, Asset Management, Account Reconciliation, Financial Accounting, Tax Returns, Microsoft Word, Customer Satisfaction, Process Improvement, Financial Reporting, Teamwork, PowerPoint, Income Statement, Management, Strategic Planning, Microsoft Excel, Tax Preparation, Outlook, Fixed Assets, Forecasting, Strategic Financial..., Internal Controls, Financial Services, Risk Management, Due Diligence, Financial Analysis, Mergers & Acquisitions, Business Planning, Tax Accounting, Sales, Corporate Tax, Analysis, Auditing, Budgets, General Ledger, Project Planning, Banking, QuickBooks, Management Consulting, Investments, Coaching, Inventory Management, GAAP, Financial Statements
Education
Angelo State University 2008 — 2012
MPAc, Accounting
Angelo State University 1995 — 1998
B.A., Communications
Michelle Jackson, MBA's Invesco Aim Experience October 1998 - May 2007
Job Sr. Treasury Analyst at SHALEINLAND
Industry Mining & Metals
Experience
Shale-Inland September 2014 - Present
CEVA Logistics May 2011 - September 2014
AssuranceAmerica April 2010 - May 2011
Interactive Advisory Software February 2009 - December 2009
Invesco Ltd. May 2007 - December 2008
Invesco Aim October 1998 - May 2007
Skills
Corporate Treasury, Forecasting Models, Cash Flow Forecasting, Liquidity Management, SOX, Investor Relations, Banking Relationships, Cash Management, Cash Flow, Treasury Management, Sarbanes-Oxley Act, Managerial Finance, Forecasting, Financial Analysis, Finance, Treasury
Education
Keller Graduate School of Management of DeVry University
MAFM
Keller Graduate School of Management of DeVry University 2004 — 2006
MBA
Stephen F. Austin State University 1994 — 1998
BBA
Shale-Inland September 2014 - Present
CEVA Logistics May 2011 - September 2014
AssuranceAmerica April 2010 - May 2011
Interactive Advisory Software February 2009 - December 2009
Invesco Ltd. May 2007 - December 2008
Invesco Aim October 1998 - May 2007
Skills
Corporate Treasury, Forecasting Models, Cash Flow Forecasting, Liquidity Management, SOX, Investor Relations, Banking Relationships, Cash Management, Cash Flow, Treasury Management, Sarbanes-Oxley Act, Managerial Finance, Forecasting, Financial Analysis, Finance, Treasury
Education
Keller Graduate School of Management of DeVry University
MAFM
Keller Graduate School of Management of DeVry University 2004 — 2006
MBA
Stephen F. Austin State University 1994 — 1998
BBA
Nikki Williams, CLTC's Invesco Aim Experience 2001 - 2002
Job Regional Sales Specialist at Prudential
Industry Financial Services
Experience
Prudential Financial December 2014 - Present
Edward Jones April 2014 - November 2014
Genworth Financial June 2011 - January 2013
St. John the Evangelist School August 2009 - August 2010
Invesco Aim 2001 - 2002
American Skandia 2000 - 2001
Chase 1999 - 2000
American Skandia 1997 - 1999
Skills
Long-term Care, Retirement Planning, Mutual Funds, Asset Allocation, Insurance, Public Relations, Fixed Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance, Variable Annuities, IRAs, Series 7, Series 66
Education
Boston College - Carroll School of Management 1993 — 1997
BS, Economics
Prudential Financial December 2014 - Present
Edward Jones April 2014 - November 2014
Genworth Financial June 2011 - January 2013
St. John the Evangelist School August 2009 - August 2010
Invesco Aim 2001 - 2002
American Skandia 2000 - 2001
Chase 1999 - 2000
American Skandia 1997 - 1999
Skills
Long-term Care, Retirement Planning, Mutual Funds, Asset Allocation, Insurance, Public Relations, Fixed Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance, Variable Annuities, IRAs, Series 7, Series 66
Education
Boston College - Carroll School of Management 1993 — 1997
BS, Economics
Nathaniel Koch's Invesco Aim Experience March 2003 - September 2005
Job Louisville Orchestra
Industry Music
Experience
Louisville Orchestra May 2012 - Present
Charitable Gaming July 2006 - September 2012
Louisville Orchestra July 2006 - May 2012
Expeditors International January 2006 - June 2006
Invesco Aim March 2003 - September 2005
Skills
Customer Service, Social Media Marketing, Event Planning, Fundraising, Social Media, Public Relations, Nonprofits, Microsoft Office, Microsoft Excel, Microsoft Word, Event Management, Marketing, Social Networking, Creative Writing, Marketing Communications, Leadership, Press Releases, Media Relations
Education
Indiana University-Southeast 2000 — 2005
Bachelor, Business
BNL
Louisville Orchestra May 2012 - Present
Charitable Gaming July 2006 - September 2012
Louisville Orchestra July 2006 - May 2012
Expeditors International January 2006 - June 2006
Invesco Aim March 2003 - September 2005
Skills
Customer Service, Social Media Marketing, Event Planning, Fundraising, Social Media, Public Relations, Nonprofits, Microsoft Office, Microsoft Excel, Microsoft Word, Event Management, Marketing, Social Networking, Creative Writing, Marketing Communications, Leadership, Press Releases, Media Relations
Education
Indiana University-Southeast 2000 — 2005
Bachelor, Business
BNL
Greg Fulkerson's Invesco Aim Experience 2000 - 2004
Job Regional Fixed Income Sales Northern California at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
Charles Schwab March 2011 - October 2012
T. Rowe Price June 2010 - March 2011
T Rowe Price November 2006 - June 2010
Invesco Aim 2000 - 2004
Skills
Fixed Income
Education
Regis University 2005 — 2007
MBA, Finance/Accounting
University of Phoenix 2002 — 2005
Bachelor of Science (BS), Business Management
Oklahoma Baptist University 1998 — 2000
Business
Charles Schwab October 2012 - Present
Charles Schwab March 2011 - October 2012
T. Rowe Price June 2010 - March 2011
T Rowe Price November 2006 - June 2010
Invesco Aim 2000 - 2004
Skills
Fixed Income
Education
Regis University 2005 — 2007
MBA, Finance/Accounting
University of Phoenix 2002 — 2005
Bachelor of Science (BS), Business Management
Oklahoma Baptist University 1998 — 2000
Business
Christi Hall's Invesco Aim Experience 2010 - Present
Job Team Leader at Invesco
Industry Financial Services
Experience
Invesco Aim 2010 - Present
Invesco Aim February 1996 - October 2009
Invesco Aim January 1998 - October 1999
Invesco Aim January 1997 - January 1998
Invesco Aim January 1996 - January 1997
Raymond James August 1993 - January 1996
Raymond James Financial January 1993 - January 1995
Skills
Account Reconciliation, Finance, Mutual Funds, Financial Services
Education
MANSFIELD HIGH SCHOOL 1987 — 1991
High School Diploma, General Business
Northwestern State University
Accounting
Invesco Aim 2010 - Present
Invesco Aim February 1996 - October 2009
Invesco Aim January 1998 - October 1999
Invesco Aim January 1997 - January 1998
Invesco Aim January 1996 - January 1997
Raymond James August 1993 - January 1996
Raymond James Financial January 1993 - January 1995
Skills
Account Reconciliation, Finance, Mutual Funds, Financial Services
Education
MANSFIELD HIGH SCHOOL 1987 — 1991
High School Diploma, General Business
Northwestern State University
Accounting
Linda (Operations) Nila's Invesco Aim Experience September 1995 - May 2012
Job Plan Coordinator at VALIC
Industry Financial Services
Experience
VALIC June 2012 - Present
Invesco Aim September 1995 - May 2012
Van Kampen Investments 1995 - 2010
Skills
Team Building, Coaching, Accounting, Direct Marketing, Leadership
Education
Northern Illinois University 1990 — 1995
Bachelor of Science (B.S.), Marketing
Northern Illinois UniversityB 1990 — 1995
Bachelor of Arts (B.A.), Spanish Translation
VALIC June 2012 - Present
Invesco Aim September 1995 - May 2012
Van Kampen Investments 1995 - 2010
Skills
Team Building, Coaching, Accounting, Direct Marketing, Leadership
Education
Northern Illinois University 1990 — 1995
Bachelor of Science (B.S.), Marketing
Northern Illinois UniversityB 1990 — 1995
Bachelor of Arts (B.A.), Spanish Translation
Kevin Britt, CIMA®'s Invesco Aim Experience December 2005 - February 2007
Job Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2014 - Present
Invesco Ltd. February 2007 - September 2014
Invesco Aim December 2005 - February 2007
Invesco Aim May 2005 - December 2005
Invesco Aim December 2000 - May 2005
Banc One Securities May 2000 - October 2000
Morgan Stanley Dean Witter July 1999 - May 2000
Education
Lamar University
BBA, Marketing
MFS Investment Management September 2014 - Present
Invesco Ltd. February 2007 - September 2014
Invesco Aim December 2005 - February 2007
Invesco Aim May 2005 - December 2005
Invesco Aim December 2000 - May 2005
Banc One Securities May 2000 - October 2000
Morgan Stanley Dean Witter July 1999 - May 2000
Education
Lamar University
BBA, Marketing
Robert Faucett's Invesco Aim Experience February 2005 - October 2005
Job Sr. Account Manager at VALIC
Industry Financial Services
Experience
VALIC July 2006 - Present
Invesco Aim February 2005 - October 2005
Invesco Aim May 1996 - October 2005
Skills
Mutual Funds, Retirement, 401k, Securities, Fixed Annuities, Asset Allocation, Asset Managment, Series 6, Insurance, Relationship Management, Portfolio Management, Series 63, Asset Management, Retirement Planning, Investments, Financial Services
Education
Colorado State University 1986 — 1998
Bachelors, Finance
Colorado State University 1986 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
VALIC July 2006 - Present
Invesco Aim February 2005 - October 2005
Invesco Aim May 1996 - October 2005
Skills
Mutual Funds, Retirement, 401k, Securities, Fixed Annuities, Asset Allocation, Asset Managment, Series 6, Insurance, Relationship Management, Portfolio Management, Series 63, Asset Management, Retirement Planning, Investments, Financial Services
Education
Colorado State University 1986 — 1998
Bachelors, Finance
Colorado State University 1986 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Jo Simpson's Invesco Aim Experience 2006 - 2009
Job Area Q51 Governor at District 56 Toastmasters
Industry Professional Training & Coaching
Experience
Invesco 2010 - Present
District 56 Toastmasters March 2007 - Present
Invesco Aim 2006 - 2009
Starfall Graphics 2001 - 2006
Education
University of Houston 1983 — 1990
B.S.
Rice University 1974 — 1976
Toastmasters International
Invesco 2010 - Present
District 56 Toastmasters March 2007 - Present
Invesco Aim 2006 - 2009
Starfall Graphics 2001 - 2006
Education
University of Houston 1983 — 1990
B.S.
Rice University 1974 — 1976
Toastmasters International
Jeff Davison's Invesco Aim Experience November 1995 - November 1998
Job Regional Director at Principal Funds
Industry Financial Services
Experience
Principal Funds October 2011 - Present
Delaware Investments, a member of the Macquarie Group February 2007 - September 2011
AXA Enterprise November 1998 - February 2007
Enterprise Capital 1998 - 2007
Enterprise Capital Management 1998 - 2007
Invesco Aim November 1995 - November 1998
AIM Investments 1995 - 1998
Education
Baylor University - Hankamer School of Business 1990 — 1994
BBA, Finance
Principal Funds October 2011 - Present
Delaware Investments, a member of the Macquarie Group February 2007 - September 2011
AXA Enterprise November 1998 - February 2007
Enterprise Capital 1998 - 2007
Enterprise Capital Management 1998 - 2007
Invesco Aim November 1995 - November 1998
AIM Investments 1995 - 1998
Education
Baylor University - Hankamer School of Business 1990 — 1994
BBA, Finance
Raphael Okafor's Invesco Aim Experience June 2000 - July 2001
Job Corporate Services Manager at CITGO Petroleum
Industry Oil & Energy
Experience
CITGO Petroleum May 2015 - Present
CITGO Petroleum April 2014 - Present
CITGO Petroleum January 2012 - Present
LyondellBasell July 2010 - December 2011
LyondellBasell Industries July 2008 - July 2010
LyondellBasell 2007 - July 2008
River Oaks Chrysler Jeep August 2004 - January 2007
Don Sowell Inc. August 2001 - July 2004
Invesco Aim June 2000 - July 2001
Skills
Supply Chain Management, SAP, Materials Management, Procurement, Strategic Sourcing, Petroleum, Purchasing, Supply Management, Supply Chain, Contract Negotiation, Contract Management, Logistics, Process Engineering, Global Sourcing
Education
University of Houston-Victoria 2008 — 2010
M.B.A, Finance
Prairie View A&M University 1996 — 2000
BBA, Finance
CITGO Petroleum May 2015 - Present
CITGO Petroleum April 2014 - Present
CITGO Petroleum January 2012 - Present
LyondellBasell July 2010 - December 2011
LyondellBasell Industries July 2008 - July 2010
LyondellBasell 2007 - July 2008
River Oaks Chrysler Jeep August 2004 - January 2007
Don Sowell Inc. August 2001 - July 2004
Invesco Aim June 2000 - July 2001
Skills
Supply Chain Management, SAP, Materials Management, Procurement, Strategic Sourcing, Petroleum, Purchasing, Supply Management, Supply Chain, Contract Negotiation, Contract Management, Logistics, Process Engineering, Global Sourcing
Education
University of Houston-Victoria 2008 — 2010
M.B.A, Finance
Prairie View A&M University 1996 — 2000
BBA, Finance
Sheri Morris's Invesco Aim Experience 1999 - 2008
Job Treasurer and Chief Financial Officer Invesco Funds at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. February 2008 - Present
Invesco Aim 1999 - 2008
Invesco Aim 1994 - 1999
Invesco Aim 1992 - 1994
Invesco Aim 1990 - 1992
Skills
Mutual Funds, Fund Accounting, Risk Management, Due Diligence, Financial Analysis, Financial Reporting, Strategic Planning, Board Relations, Strategic Financial..., Department Budgeting, Performance Management, Tax Accounting, Treasury Management, Program Management, Expense Management, Treasury Services
Education
Brock University 1986 — 1989
Summa cum Laude Administration, Accounting and Economics
Invesco Ltd. February 2008 - Present
Invesco Aim 1999 - 2008
Invesco Aim 1994 - 1999
Invesco Aim 1992 - 1994
Invesco Aim 1990 - 1992
Skills
Mutual Funds, Fund Accounting, Risk Management, Due Diligence, Financial Analysis, Financial Reporting, Strategic Planning, Board Relations, Strategic Financial..., Department Budgeting, Performance Management, Tax Accounting, Treasury Management, Program Management, Expense Management, Treasury Services
Education
Brock University 1986 — 1989
Summa cum Laude Administration, Accounting and Economics
DMyrian Frederick's Invesco Aim Experience December 2009 - February 2011
Job Associate Fund Reporting Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments April 2012 - Present
Invesco Aim December 2009 - February 2011
Healix September 2008 - April 2009
Houston Municipal Employees Federal Credit Union May 2007 - August 2007
Skills
Financial Reporting, Finance, Account Reconciliation, Data Analysis, Accounting, Financial Statements, Payroll, Accounts Payable, Fixed Assets, Sarbanes-Oxley Act, GAAP, Internal Audit, Financial Analysis, Microsoft Excel, Microsoft Office, Management, Journal Entries, Bank Reconciliation, Public Speaking, Analysis, Financial Modeling, External Audit
Education
Morehouse College 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Lamar High School 1999 — 2003
Fidelity Investments April 2012 - Present
Invesco Aim December 2009 - February 2011
Healix September 2008 - April 2009
Houston Municipal Employees Federal Credit Union May 2007 - August 2007
Skills
Financial Reporting, Finance, Account Reconciliation, Data Analysis, Accounting, Financial Statements, Payroll, Accounts Payable, Fixed Assets, Sarbanes-Oxley Act, GAAP, Internal Audit, Financial Analysis, Microsoft Excel, Microsoft Office, Management, Journal Entries, Bank Reconciliation, Public Speaking, Analysis, Financial Modeling, External Audit
Education
Morehouse College 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Lamar High School 1999 — 2003
Paul Callahan's Invesco Aim Experience October 2000 - September 2009
Job Intermediary Payments Supervisor at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company November 2011 - Present
Invesco Aim October 2000 - September 2009
Invesco Ltd. February 2006 - May 2007
Invesco Ltd. March 2003 - March 2006
Invesco Ltd. October 2000 - March 2003
Resources Trust Company April 1999 - October 2000
Skills
Mutual Funds, Investments, Series 6, Financial Services, Series 63, Relationship Management, Asset Managment, Portfolio Management, Alternative Investments, Risk Management, Financial Analysis, FINRA, Business Analysis, Process Improvement, ETFs, Asset Allocation, Customer Service, Securities, 401k, Life Insurance, Series 7, Hedge Funds, Bloomberg, Fixed Income, Wealth Management
Education
Fort Lewis College
ALPS, A DST Company November 2011 - Present
Invesco Aim October 2000 - September 2009
Invesco Ltd. February 2006 - May 2007
Invesco Ltd. March 2003 - March 2006
Invesco Ltd. October 2000 - March 2003
Resources Trust Company April 1999 - October 2000
Skills
Mutual Funds, Investments, Series 6, Financial Services, Series 63, Relationship Management, Asset Managment, Portfolio Management, Alternative Investments, Risk Management, Financial Analysis, FINRA, Business Analysis, Process Improvement, ETFs, Asset Allocation, Customer Service, Securities, 401k, Life Insurance, Series 7, Hedge Funds, Bloomberg, Fixed Income, Wealth Management
Education
Fort Lewis College
Nathan Watt's Invesco Aim Experience January 2006 - November 2011
Job International Immigration at Vantage Drilling
Industry Financial Services
Experience
Vantage Drilling June 2014 - Present
Parker Drilling Company April 2012 - June 2014
Invesco Aim January 2006 - November 2011
Invesco January 2005 - January 2006
Invesco January 2000 - January 2005
Education
Baylor University 1995 — 1999
Bachelor Degree, Business Administration
Vantage Drilling June 2014 - Present
Parker Drilling Company April 2012 - June 2014
Invesco Aim January 2006 - November 2011
Invesco January 2005 - January 2006
Invesco January 2000 - January 2005
Education
Baylor University 1995 — 1999
Bachelor Degree, Business Administration
Gina Hackett-Champ's Invesco Aim Experience 2006 - 2009
Job Marketing Manager at Innovest Portfolio Solutions
Industry Investment Management
Experience
Innovest Portfolio Solutions July 2011 - Present
OppenheimerFunds April 2010 - July 2011
Invesco Aim 2006 - 2009
Invesco 1997 - 2006
INVESCO FUNDS GROUP 1999 - 2004
Education
Regis University 1993 — 1997
BA, English Literature
Regis University
MA, Adult Education/Training
Innovest Portfolio Solutions July 2011 - Present
OppenheimerFunds April 2010 - July 2011
Invesco Aim 2006 - 2009
Invesco 1997 - 2006
INVESCO FUNDS GROUP 1999 - 2004
Education
Regis University 1993 — 1997
BA, English Literature
Regis University
MA, Adult Education/Training
Ginny Howard's Invesco Aim Experience August 1998 - August 2009
Job Operations Representative II at Invesco Aim
Industry Financial Services
Experience
Invesco Aim August 1998 - August 2009
INVESCO Funds Group, Inc. 2005 - 2009
Skills
Mutual Funds, Accounting
Education
Arapahoe Community College 1989 — 1991
Associate of Arts, English, Mathematics
Invesco Aim August 1998 - August 2009
INVESCO Funds Group, Inc. 2005 - 2009
Skills
Mutual Funds, Accounting
Education
Arapahoe Community College 1989 — 1991
Associate of Arts, English, Mathematics
Cara Chafetz's Invesco Aim Experience 2003 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Invesco Aim 2003 - 2008
Invesco Aim 1998 - 2008
Invesco Aim 2000 - 2003
Invesco Aim 1999 - 2000
Invesco Aim 1998 - 1999
Education
Regis University 2001 — 2003
BS, Management and Finance
Invesco Aim 2003 - 2008
Invesco Aim 1998 - 2008
Invesco Aim 2000 - 2003
Invesco Aim 1999 - 2000
Invesco Aim 1998 - 1999
Education
Regis University 2001 — 2003
BS, Management and Finance
Usha Ganju's Invesco Aim Experience March 2010 - April 2012
Job Consultant at NOV
Industry Computer Software
Experience
NOV November 2013 - Present
Western District Of Texas September 2012 - December 2013
Loomis June 2006 - September 2012
Invesco Aim March 2010 - April 2012
Sterling Chemicals November 2003 - February 2012
ENRON 1989 - 2003
Skills
Databases, Web Applications, SQL, .NET, Oracle, C#, VB.NET, Visual Basic, Business Intelligence, Microsoft SQL Server, Disaster Recovery, Access, Visual Studio, Crystal Reports, BizTalk, SQL Server, Analysis, XML, Integration, Business Analysis, ASP.NET, Data Analysis, Microsoft Office, Application Development, SSRS, PL/SQL, MVC, Entity Framework, Software Development
Education
REC Srinagar, India
Bachelor of Science (BS), Electrical and Electronics Engineering
Rice University
MSEE, Electric Engineering/Computer
NOV November 2013 - Present
Western District Of Texas September 2012 - December 2013
Loomis June 2006 - September 2012
Invesco Aim March 2010 - April 2012
Sterling Chemicals November 2003 - February 2012
ENRON 1989 - 2003
Skills
Databases, Web Applications, SQL, .NET, Oracle, C#, VB.NET, Visual Basic, Business Intelligence, Microsoft SQL Server, Disaster Recovery, Access, Visual Studio, Crystal Reports, BizTalk, SQL Server, Analysis, XML, Integration, Business Analysis, ASP.NET, Data Analysis, Microsoft Office, Application Development, SSRS, PL/SQL, MVC, Entity Framework, Software Development
Education
REC Srinagar, India
Bachelor of Science (BS), Electrical and Electronics Engineering
Rice University
MSEE, Electric Engineering/Computer
Kelly Archibald's Invesco Aim Experience May 2006 - August 2009
Job F P Services Professional at Curian Capital
Industry Financial Services
Experience
Curian Capital March 2013 - Present
ALPS, A DST Company October 2011 - March 2013
ALPS, A DST Company December 2010 - October 2011
Green Valley Ranch Golf Club July 2009 - December 2010
Invesco Aim May 2006 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Outlook, Microsoft ACCESS, Microsoft SQL Server
Education
Mesa State College
BA, Marketing
Curian Capital March 2013 - Present
ALPS, A DST Company October 2011 - March 2013
ALPS, A DST Company December 2010 - October 2011
Green Valley Ranch Golf Club July 2009 - December 2010
Invesco Aim May 2006 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Outlook, Microsoft ACCESS, Microsoft SQL Server
Education
Mesa State College
BA, Marketing
Andrea Fortune's Invesco Aim Experience July 2006 - July 2007
Job Fiscal Analyst 5 at Washington State Department of Transportation
Industry Accounting
Experience
Washington State Department of Transportation December 2014 - Present
Washington State Department of Transportation January 2014 - November 2014
Cambia Health Solutions October 2012 - January 2014
Credits Incorporated April 2011 - August 2012
Trust Company of America July 2007 - March 2011
Invesco Aim July 2006 - July 2007
Invesco Aim June 2005 - July 2006
Skills
Series 7, Mutual Funds, Customer Relations, Asset Management, Customer Service, Training, Financial Analysis, Financial Reporting, Accounting, Management, Microsoft Excel, Operations Management, Salesforce.com, Account Reconciliation, Access, Finance, Analysis, Cash Management
Education
North Dakota State University 2001 — 2005
BS, Finance & Accounting
Washington State Department of Transportation December 2014 - Present
Washington State Department of Transportation January 2014 - November 2014
Cambia Health Solutions October 2012 - January 2014
Credits Incorporated April 2011 - August 2012
Trust Company of America July 2007 - March 2011
Invesco Aim July 2006 - July 2007
Invesco Aim June 2005 - July 2006
Skills
Series 7, Mutual Funds, Customer Relations, Asset Management, Customer Service, Training, Financial Analysis, Financial Reporting, Accounting, Management, Microsoft Excel, Operations Management, Salesforce.com, Account Reconciliation, Access, Finance, Analysis, Cash Management
Education
North Dakota State University 2001 — 2005
BS, Finance & Accounting
Tim Demetrion's Invesco Aim Experience November 1997 - March 1999
Job Business Forms Analyst at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial July 2014 - Present
Great-West Financial September 2011 - July 2014
Great-West Life and Annuity Insurance Company March 1999 - January 2012
Invesco Aim November 1997 - March 1999
Skills
401k, Salesforce.com..., Data Analysis, Financial Analysis, Project Management, CRM, Business Process Design, Requirements Gathering, Business Analysis, Customer Service, Investments, Financial Services, Insurance, Mutual Funds, Management, Process Improvement, Retirement Planning, Retirement, Business Process
Education
Harper College
Associate of Arts (A.A.)
Great-West Financial July 2014 - Present
Great-West Financial September 2011 - July 2014
Great-West Life and Annuity Insurance Company March 1999 - January 2012
Invesco Aim November 1997 - March 1999
Skills
401k, Salesforce.com..., Data Analysis, Financial Analysis, Project Management, CRM, Business Process Design, Requirements Gathering, Business Analysis, Customer Service, Investments, Financial Services, Insurance, Mutual Funds, Management, Process Improvement, Retirement Planning, Retirement, Business Process
Education
Harper College
Associate of Arts (A.A.)
Laura Schrum's Invesco Aim Experience 1996 - 1997
Job Certification of Flight Readiness Integrator at Barrios Technology, LTD
Industry Aviation & Aerospace
Experience
Barrios Technology, LTD May 2014 - Present
Barrios Technology, LTD July 2007 - May 2014
Amegy Bank August 1997 - May 2007
Invesco Aim 1996 - 1997
Invesco Aim 1994 - 1996
Invesco Aim 1992 - 1994
Skills
Training, Technical Writing, Research, SharePoint, Process Improvement, Quality Control, Access, MS Project, Integration, Outlook, Microsoft Office, Project Management, Microsoft Excel, Change Management, PowerPoint, Databases, Adobe Contribute, WordPress, Adobe Acrobat, Lync, WebEx, Microsoft Word, Meeting Scheduling, Meeting Planning, Conference Rooms, Audio Conferencing, Audio Visual Support, Presentation Development, Expense Reports, Data Management, Data Entry, Travel Arrangements, Conference Coordination
Education
Sam Houston State University 1982 — 1987
BBA, Marketing
Barrios Technology, LTD May 2014 - Present
Barrios Technology, LTD July 2007 - May 2014
Amegy Bank August 1997 - May 2007
Invesco Aim 1996 - 1997
Invesco Aim 1994 - 1996
Invesco Aim 1992 - 1994
Skills
Training, Technical Writing, Research, SharePoint, Process Improvement, Quality Control, Access, MS Project, Integration, Outlook, Microsoft Office, Project Management, Microsoft Excel, Change Management, PowerPoint, Databases, Adobe Contribute, WordPress, Adobe Acrobat, Lync, WebEx, Microsoft Word, Meeting Scheduling, Meeting Planning, Conference Rooms, Audio Conferencing, Audio Visual Support, Presentation Development, Expense Reports, Data Management, Data Entry, Travel Arrangements, Conference Coordination
Education
Sam Houston State University 1982 — 1987
BBA, Marketing
DAWN WHITE BROWN's Invesco Aim Experience 1997 - 2009
Job Seeking Employment
Industry Financial Services
Experience
Merrill Lynch February 2004 - February 2009
Invesco Aim 1997 - 2009
AMVESCAP March 2003 - February 2004
AMVESCAP June 2001 - March 2003
Invesco Ltd. February 2000 - June 2001
Invesco Ltd. December 1997 - February 2000
Education
Morris Brown College 1989 — 1994
BS, Business Administration
Merrill Lynch February 2004 - February 2009
Invesco Aim 1997 - 2009
AMVESCAP March 2003 - February 2004
AMVESCAP June 2001 - March 2003
Invesco Ltd. February 2000 - June 2001
Invesco Ltd. December 1997 - February 2000
Education
Morris Brown College 1989 — 1994
BS, Business Administration
Steven Carlino's Invesco Aim Experience August 2002 - April 2006
Job Financial Services at Apollo Management
Industry Financial Services
Experience
Apollo Management August 2008 - July 2013
Cerberus AB July 2007 - August 2008
ireo management pvt. ltd. April 2006 - June 2007
Invesco Aim August 2002 - April 2006
KPMG November 1998 - August 2002
Deloitte & Touche November 1983 - November 1998
Skills
Finance, Hedge Funds, Private Equity, Alternative Investments, Fund Accounting, Financial Analysis, GAAP, Asset Management, Due Diligence, Financial Reporting, Sarbanes-Oxley Act, Tax, Accounting, SEC filings, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Financial Accounting, Financial Services, Auditing
Education
Northeastern University 1979 — 1983
BS, Accounting
Apollo Management August 2008 - July 2013
Cerberus AB July 2007 - August 2008
ireo management pvt. ltd. April 2006 - June 2007
Invesco Aim August 2002 - April 2006
KPMG November 1998 - August 2002
Deloitte & Touche November 1983 - November 1998
Skills
Finance, Hedge Funds, Private Equity, Alternative Investments, Fund Accounting, Financial Analysis, GAAP, Asset Management, Due Diligence, Financial Reporting, Sarbanes-Oxley Act, Tax, Accounting, SEC filings, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Financial Accounting, Financial Services, Auditing
Education
Northeastern University 1979 — 1983
BS, Accounting
Anita Boyer's Invesco Aim Experience Special Projects CoordinatorAIM Foundation1997 - 2002
Job Exec. Admin. Strategy & Admin Services. at Invesco
Industry Financial Services
Experience
Invesco Aim Special Projects CoordinatorAIM Foundation1997 - 2002
Service Corporation International 1990 - 1997
Prufrock Restaurants 1983 - 1990
Skills
Asset Managment, Mutual Funds, Investments, Microsoft Excel, Outlook, Fund Accounting, Financial Analysis, Customer Service, Risk Management, Equities, Strategy, Securities, Asset Management, Financial Services, Alternative Investments, Hedge Funds, Wealth Management, Investment Management, 401k, Program Management, Bloomberg, Portfolio Management, Asset Allocation, Financial Modeling, Investment Advisory, Vendor Management, Business Analysis, Accounting, Account Reconciliation, Derivatives, Financial Reporting, Access, ETFs, FINRA, Retirement Planning, Analysis, Insurance
Education
Lee College
Invesco Aim Special Projects CoordinatorAIM Foundation1997 - 2002
Service Corporation International 1990 - 1997
Prufrock Restaurants 1983 - 1990
Skills
Asset Managment, Mutual Funds, Investments, Microsoft Excel, Outlook, Fund Accounting, Financial Analysis, Customer Service, Risk Management, Equities, Strategy, Securities, Asset Management, Financial Services, Alternative Investments, Hedge Funds, Wealth Management, Investment Management, 401k, Program Management, Bloomberg, Portfolio Management, Asset Allocation, Financial Modeling, Investment Advisory, Vendor Management, Business Analysis, Accounting, Account Reconciliation, Derivatives, Financial Reporting, Access, ETFs, FINRA, Retirement Planning, Analysis, Insurance
Education
Lee College
Craig Arnwine's Invesco Aim Experience March 1994 - December 2002
Job President at Evergreen Wealth Advisors, LLC
Industry Financial Services
Experience
Evergreen Wealth Advisors, LLC January 2012 - Present
Durango Rapid Wash March 2006 - Present
Southwest Ice July 2009 - July 2012
Evergreen Investments March 2004 - March 2006
PLANCO January 2003 - February 2004
Invesco Aim March 1994 - December 2002
Skills
Investments, Mutual Funds, Finance, Retirement Planning, Retirement, Personal Financial..., Financial Advisory, Leadership, Investment Advisory, IRAs, Wealth Management, Wealth, Investment Management, Investment Strategies, Securities, Alternative Investments, Series 7, Asset Allocation
Education
Arizona State University 1989 — 1993
Bachelor of Science (BS), Finance, General
Evergreen Wealth Advisors, LLC January 2012 - Present
Durango Rapid Wash March 2006 - Present
Southwest Ice July 2009 - July 2012
Evergreen Investments March 2004 - March 2006
PLANCO January 2003 - February 2004
Invesco Aim March 1994 - December 2002
Skills
Investments, Mutual Funds, Finance, Retirement Planning, Retirement, Personal Financial..., Financial Advisory, Leadership, Investment Advisory, IRAs, Wealth Management, Wealth, Investment Management, Investment Strategies, Securities, Alternative Investments, Series 7, Asset Allocation
Education
Arizona State University 1989 — 1993
Bachelor of Science (BS), Finance, General
Robert Demchak's Invesco Aim Experience April 2005 - June 2010
Job Marketing Management, Project Management
Industry Financial Services
Experience
New England Financial, A MetLife Company October 2010 - June 2012
Invesco Aim April 2005 - June 2010
VALIC October 1989 - March 2005
Skills
Mutual Funds, Investments, Series 7, Insurance, Financial Services, Retirement, Strategic Planning, Fixed Annuities, Market Research, Retirement Planning, Fixed Income, Competitive Analysis, Management, Wealth Management, Risk Management, Asset Management, Portfolio Management
Education
Indiana University of Pennsylvania
BS
University of Houston
MBA
New England Financial, A MetLife Company October 2010 - June 2012
Invesco Aim April 2005 - June 2010
VALIC October 1989 - March 2005
Skills
Mutual Funds, Investments, Series 7, Insurance, Financial Services, Retirement, Strategic Planning, Fixed Annuities, Market Research, Retirement Planning, Fixed Income, Competitive Analysis, Management, Wealth Management, Risk Management, Asset Management, Portfolio Management
Education
Indiana University of Pennsylvania
BS
University of Houston
MBA
Wendy Wortham's Invesco Aim Experience February 1999 - January 2002
Job at Bertha Alyce Early Childhood Center
Industry Nonprofit Organization Management
Experience
Bertha Alyce Early Childhood Center March 2009 - Present
Association Management, Inc. January 2002 - December 2009
The Episcopal Diocese of Texas December 2005 - January 2007
Invesco Aim February 1999 - January 2002
Omni Hotels October 1995 - February 1999
Gencom American Hospitality January 1993 - October 1995
Skills
Budgets, Management, Public Speaking, Event Planning, Customer Service, Project Management, Software Documentation, Volunteer Management, Spectrum NG, Quicken Premier 2010, Microsoft Office 2010, Community Outreach
Education
Rice University 2010 — 2010
Certificate
Texas Tech University 1987 — 1992
Bachelor's Degree
The University of London 1991 — 1991
Certificate Program
Bertha Alyce Early Childhood Center March 2009 - Present
Association Management, Inc. January 2002 - December 2009
The Episcopal Diocese of Texas December 2005 - January 2007
Invesco Aim February 1999 - January 2002
Omni Hotels October 1995 - February 1999
Gencom American Hospitality January 1993 - October 1995
Skills
Budgets, Management, Public Speaking, Event Planning, Customer Service, Project Management, Software Documentation, Volunteer Management, Spectrum NG, Quicken Premier 2010, Microsoft Office 2010, Community Outreach
Education
Rice University 2010 — 2010
Certificate
Texas Tech University 1987 — 1992
Bachelor's Degree
The University of London 1991 — 1991
Certificate Program
Ken Palermo's Invesco Aim Experience January 1996 - October 2005
Job Compliance Analyst at Vaughan Nelson Investment Management
Industry Investment Management
Experience
Vaughan Nelson Investment Management, L.P. September 2010 - Present
Next Financial Group December 2008 - September 2010
Invesco Aim January 1996 - October 2005
Skills
Mutual Funds, Process Improvement, Securities, FINRA, Series 7, Asset Management, Series 24, Risk Management, Licensing, Alternative Investments, Investment Advisory
Education
Sam Houston State University 1997 — 2001
MBA, Management
Sam Houston State University 1990 — 1995
BBA, Business
Vaughan Nelson Investment Management, L.P. September 2010 - Present
Next Financial Group December 2008 - September 2010
Invesco Aim January 1996 - October 2005
Skills
Mutual Funds, Process Improvement, Securities, FINRA, Series 7, Asset Management, Series 24, Risk Management, Licensing, Alternative Investments, Investment Advisory
Education
Sam Houston State University 1997 — 2001
MBA, Management
Sam Houston State University 1990 — 1995
BBA, Business
Nadia Zafar's Invesco Aim Experience January 2008 - December 2011
Job Sr. Developer at Baker Hughes
Industry Financial Services
Experience
Baker Hughes September 2013 - Present
HP January 2012 - December 2012
Invesco Aim January 2008 - December 2011
Skills
SQL, Microsoft SQL Server, C#, ASP.NET, Visual Studio, .NET, XML, Unix, VB.NET, Requirements Analysis, Visio, Integration, Business Analysis
Education
Chapman University 1998 — 1999
BSC, Computer Information Systems
Baker Hughes September 2013 - Present
HP January 2012 - December 2012
Invesco Aim January 2008 - December 2011
Skills
SQL, Microsoft SQL Server, C#, ASP.NET, Visual Studio, .NET, XML, Unix, VB.NET, Requirements Analysis, Visio, Integration, Business Analysis
Education
Chapman University 1998 — 1999
BSC, Computer Information Systems
Damon Hall's Invesco Aim Experience June 1999 - May 2004
Job Global Credit Risk Analyst at BP
Industry Investment Management
Experience
BP August 2011 - Present
Invesco Ltd. May 2004 - April 2011
Invesco Aim June 1999 - May 2004
Skills
Risk Management, Securities, Series 7, Investments, Mutual Funds, Equities, Asset Managment, Finance, Portfolio Management, Strategic Financial..., Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Financial Analysis, Wealth Management, Financial Modeling, Asset Allocation, Series 63, Financial Services
Education
Rice University 1996 — 1999
MBA, Finance
University of Houston 1990 — 1992
BBA, Finance
BP August 2011 - Present
Invesco Ltd. May 2004 - April 2011
Invesco Aim June 1999 - May 2004
Skills
Risk Management, Securities, Series 7, Investments, Mutual Funds, Equities, Asset Managment, Finance, Portfolio Management, Strategic Financial..., Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Financial Analysis, Wealth Management, Financial Modeling, Asset Allocation, Series 63, Financial Services
Education
Rice University 1996 — 1999
MBA, Finance
University of Houston 1990 — 1992
BBA, Finance
Gary Brautigam's Invesco Aim Experience October 1997 - June 2011
Job Insurance Agent
Industry Insurance
Experience
Farmers Insurance October 2009 - Present
Invesco Aim October 1997 - June 2011
MetLife July 1996 - August 1997
Skills
Insurance, Term Life Insurance, Property & Casualty..., Fixed Annuities, Series 6, Series 63, Customer Service, Commercial Insurance, Customer Satisfaction, Umbrella Insurance, General Insurance, Whole Life, Workers Compensation
Education
Sam Houston State University 1991 — 1995
BBA, Finance
Blinn College 1987 — 1990
Associate of Science (A.S.)
Farmers Insurance October 2009 - Present
Invesco Aim October 1997 - June 2011
MetLife July 1996 - August 1997
Skills
Insurance, Term Life Insurance, Property & Casualty..., Fixed Annuities, Series 6, Series 63, Customer Service, Commercial Insurance, Customer Satisfaction, Umbrella Insurance, General Insurance, Whole Life, Workers Compensation
Education
Sam Houston State University 1991 — 1995
BBA, Finance
Blinn College 1987 — 1990
Associate of Science (A.S.)
Laura Keenan's Invesco Aim Experience April 2000 - October 2001
Job Operations Analyst at Tokyo Electron
Industry Semiconductors
Experience
Tokyo Electron September 2008 - Present
Standard Insurance Company June 2005 - July 2008
Dell August 2004 - May 2005
American Cancer Society September 2002 - May 2005
Invesco Aim April 2000 - October 2001
Skills
Baan, Oracle SQL, Crystal Reports, Excel, PowerPoint, Word, Business Intelligence, Database Analysis, Software Quality..., Python, SharePoint, JMeter, VMware, Series 6, Series 63, Series 65, Data Analysis
Education
Austin Community College 2010 — 2011
Software Testing
Walt Disney World College Program 1999 — 2000
Business Series Program
The University of Texas at Austin 1995 — 1999
Bachelor of Science (B.S.), Nutrition Sciences
Tokyo Electron September 2008 - Present
Standard Insurance Company June 2005 - July 2008
Dell August 2004 - May 2005
American Cancer Society September 2002 - May 2005
Invesco Aim April 2000 - October 2001
Skills
Baan, Oracle SQL, Crystal Reports, Excel, PowerPoint, Word, Business Intelligence, Database Analysis, Software Quality..., Python, SharePoint, JMeter, VMware, Series 6, Series 63, Series 65, Data Analysis
Education
Austin Community College 2010 — 2011
Software Testing
Walt Disney World College Program 1999 — 2000
Business Series Program
The University of Texas at Austin 1995 — 1999
Bachelor of Science (B.S.), Nutrition Sciences
Drew Biegel's Invesco Aim Experience March 2007 - April 2011
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Invesco Aim March 2007 - April 2011
Dreyfus January 2005 - December 2006
AllianceBernstein October 1989 - January 2005
Education
Fairleigh Dickinson University
Invesco Aim March 2007 - April 2011
Dreyfus January 2005 - December 2006
AllianceBernstein October 1989 - January 2005
Education
Fairleigh Dickinson University