Invesco Aim
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Invesco Aim Employees
Employee
Years
Job
Industry
Amy Dawn Curtis Amy Dawn Curtis's Invesco Aim Experience 1999 - 2006
Job Client, Product and Business Manager
Industry Financial Services
Experience
Markit December 2007 - Present
SPCA of Texas March 2007 - December 2007
Staff Care April 2006 - March 2007
Invesco Aim 1999 - 2006
Skills
Customer Service, Business Analysis, Risk Management, Training, Leadership, CRM, Management, Mutual Funds, Financial Services, Loans, Project Management, Process Improvement, Software Documentation, Team Building, Banking, Team Management, Salesforce.com, Coaching, Analysis, Fixed Income, Cross-functional Team..., Cross-functional..., Cross Functional Team...
Education
Southwestern University 1993 — 1997
Bachelor of Arts (B.A.), Communication
Mt St Mary High School in Oklahoma City, OK
Diploma
Markit December 2007 - Present
SPCA of Texas March 2007 - December 2007
Staff Care April 2006 - March 2007
Invesco Aim 1999 - 2006
Skills
Customer Service, Business Analysis, Risk Management, Training, Leadership, CRM, Management, Mutual Funds, Financial Services, Loans, Project Management, Process Improvement, Software Documentation, Team Building, Banking, Team Management, Salesforce.com, Coaching, Analysis, Fixed Income, Cross-functional Team..., Cross-functional..., Cross Functional Team...
Education
Southwestern University 1993 — 1997
Bachelor of Arts (B.A.), Communication
Mt St Mary High School in Oklahoma City, OK
Diploma
Sidney Evans, II Sidney Evans, II's Invesco Aim Experience 1986 - 1989
Job Sr. Advisor, Business Affairs at Reliant, An NRG Company
Industry Oil & Energy
Experience
Reliant Energy 2001 - Present
Galleria Chamber of Commerce 1998 - 2001
Greater Houston Convention and Visitors Bureau 1989 - 1998
Invesco Aim 1986 - 1989
Skills
Community Relations, Non-profits, Government Relations, Business Development, Fundraising, Strategic Planning, Community Development, Lobbying, Energy, Board of Director..., Leadership
Education
Stephen F. Austin State University 1981 — 1985
BBA, Business Management
Spring High School 1977 — 1981
Reliant Energy 2001 - Present
Galleria Chamber of Commerce 1998 - 2001
Greater Houston Convention and Visitors Bureau 1989 - 1998
Invesco Aim 1986 - 1989
Skills
Community Relations, Non-profits, Government Relations, Business Development, Fundraising, Strategic Planning, Community Development, Lobbying, Energy, Board of Director..., Leadership
Education
Stephen F. Austin State University 1981 — 1985
BBA, Business Management
Spring High School 1977 — 1981
Mary Juenke Mary Juenke's Invesco Aim Experience 1998 - 2003
Job Fund Treasury Director at Invesco
Industry Financial Services
Experience
Invesco May 2013 - Present
Invesco Ltd. 2003 - April 2013
Invesco Aim 1998 - 2003
Invesco Aim 1994 - 1998
Skills
Fund Accounting, Mutual Funds, Financial Analysis, Accounting, Financial Modeling, Asset Managment, Account Reconciliation, Asset Management, Financial Services
Education
Texas A&M University 1987 — 1992
Bachelor of Business Administration, Accounting
Invesco May 2013 - Present
Invesco Ltd. 2003 - April 2013
Invesco Aim 1998 - 2003
Invesco Aim 1994 - 1998
Skills
Fund Accounting, Mutual Funds, Financial Analysis, Accounting, Financial Modeling, Asset Managment, Account Reconciliation, Asset Management, Financial Services
Education
Texas A&M University 1987 — 1992
Bachelor of Business Administration, Accounting
Charmaine Glaze, MBA Charmaine Glaze, MBA's Invesco Aim Experience November 1999 - June 2007
Job Accountant at Houston ISD
Industry Accounting
Experience
Houston ISD September 2009 - Present
AIG SunAmerica Asset Management Co October 2008 - December 2008
BNY Mellon June 2007 - July 2008
Invesco Aim November 1999 - June 2007
Skills
SAP, SAP Portal, Microsoft Office, Microsoft Excel, Microsoft Word, PeopleSoft, Application Extender, Microsoft Office 2007, Accounting, Financial Accounting, Fund Accounting, Federal Grants..., Banking, Mutual Funds, Financial Reporting, Financial Analysis, General Ledger, Tax
Education
University of Phoenix 2005 — 2007
Master's of Business Administration (MBA)
Texas Southern University
Bachelor's of Business Administration (BBA)
Houston ISD September 2009 - Present
AIG SunAmerica Asset Management Co October 2008 - December 2008
BNY Mellon June 2007 - July 2008
Invesco Aim November 1999 - June 2007
Skills
SAP, SAP Portal, Microsoft Office, Microsoft Excel, Microsoft Word, PeopleSoft, Application Extender, Microsoft Office 2007, Accounting, Financial Accounting, Fund Accounting, Federal Grants..., Banking, Mutual Funds, Financial Reporting, Financial Analysis, General Ledger, Tax
Education
University of Phoenix 2005 — 2007
Master's of Business Administration (MBA)
Texas Southern University
Bachelor's of Business Administration (BBA)
Ayodeji Ebunlomo, CPA Ayodeji Ebunlomo, CPA's Invesco Aim Experience June 2007 - December 2007
Job Financial Accounting Advisory Services (FAAS) Commodities
Industry Accounting
Experience
Ernst & Young March 2012 - Present
Deloitte & Touche LLP January 2010 - March 2012
Alonzo Bacarrise, Irvine & Palmer, PC November 2009 - November 2010
Deloitte & Touche, LLP January 2008 - March 2008
Invesco Aim June 2007 - December 2007
Bank of America April 2006 - July 2007
Skills
Auditing
Education
University of Houston 2004 — 2009
Bachelors of Business Administration & Masters of Science, Accounting/Accountancy
Olashore International School
Ernst & Young March 2012 - Present
Deloitte & Touche LLP January 2010 - March 2012
Alonzo Bacarrise, Irvine & Palmer, PC November 2009 - November 2010
Deloitte & Touche, LLP January 2008 - March 2008
Invesco Aim June 2007 - December 2007
Bank of America April 2006 - July 2007
Skills
Auditing
Education
University of Houston 2004 — 2009
Bachelors of Business Administration & Masters of Science, Accounting/Accountancy
Olashore International School
Tselane Shephard Tselane Shephard's Invesco Aim Experience February 1998 - November 2005
Job Mobile Marketing Consultant
Industry Professional Training & Coaching
Experience
Invesco Aim February 1998 - November 2005
Skills
Mobile Marketing..., Text Marketing, Mobile Marketing, Public Speaking, Presentation Coaching, Motivational Speaking, Real Estate Development, Leadership Development, Team Building, Wealth Accumulation..., Teaching Adults, Myers-Briggs Certified, DISC, Achieve Global Certified, Certified DDI...
Education
The University of Texas at Austin
BS
Invesco Aim February 1998 - November 2005
Skills
Mobile Marketing..., Text Marketing, Mobile Marketing, Public Speaking, Presentation Coaching, Motivational Speaking, Real Estate Development, Leadership Development, Team Building, Wealth Accumulation..., Teaching Adults, Myers-Briggs Certified, DISC, Achieve Global Certified, Certified DDI...
Education
The University of Texas at Austin
BS
Aryn Hopkins's Invesco Aim Experience May 2000 - November 2003
Job Senior Project Analyst Investment Operations at Capital Group
Industry Financial Services
Experience
Capital Group April 2015 - Present
Capital Group October 2014 - March 2015
Capital Group December 2012 - October 2014
Xerox May 2005 - December 2012
Spherion at Dell November 2003 - May 2005
Invesco Aim May 2000 - November 2003
Invesco Aim January 1999 - May 2000
Skills
Process Improvement, Quality Assurance, Data Analysis, Analysis, Business Analysis, Six Sigma, Project Management, Business Process..., Business Planning, Survey Design, Program Development, Quality Management, Project Implementation, Process Development, Mutual Funds, Customer Service, Continuous Improvement
Education
The University of Texas at Austin 1995 — 1998
Bachelor of Arts, Government
Capital Group April 2015 - Present
Capital Group October 2014 - March 2015
Capital Group December 2012 - October 2014
Xerox May 2005 - December 2012
Spherion at Dell November 2003 - May 2005
Invesco Aim May 2000 - November 2003
Invesco Aim January 1999 - May 2000
Skills
Process Improvement, Quality Assurance, Data Analysis, Analysis, Business Analysis, Six Sigma, Project Management, Business Process..., Business Planning, Survey Design, Program Development, Quality Management, Project Implementation, Process Development, Mutual Funds, Customer Service, Continuous Improvement
Education
The University of Texas at Austin 1995 — 1998
Bachelor of Arts, Government
Jason Rosero Jason Rosero's Invesco Aim Experience January 2009 - March 2013
Job Timmons Advisors LLC Operations
Industry Financial Services
Experience
Timmons Advisors, LLC April 2013 - Present
Invesco Aim January 2009 - March 2013
Fayez Sarofim & Co. 1999 - 2009
United States Air Force 1994 - 1998
Skills
Microsoft Excel, Financial Modeling, Trading, Bloomberg, Asset Managment, Fixed Income, Financial Analysis, Asset Management, Microsoft Office, Analysis, Investments, Equities, Finance, Microsoft Word, Business Analysis
Education
University of Houston-Downtown 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Houston 2004 — 2008
Bachelor of Science, Economics
Timmons Advisors, LLC April 2013 - Present
Invesco Aim January 2009 - March 2013
Fayez Sarofim & Co. 1999 - 2009
United States Air Force 1994 - 1998
Skills
Microsoft Excel, Financial Modeling, Trading, Bloomberg, Asset Managment, Fixed Income, Financial Analysis, Asset Management, Microsoft Office, Analysis, Investments, Equities, Finance, Microsoft Word, Business Analysis
Education
University of Houston-Downtown 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Houston 2004 — 2008
Bachelor of Science, Economics
Gerard Pollard Gerard Pollard's Invesco Aim Experience February 1998 - January 2007
Job Portfolio ManagerFixed Income at Patriot Wealth Management
Industry Investment Management
Experience
Patriot Wealth Management, Inc. March 2015 - Present
Invesco February 2012 - April 2014
Invesco Ltd. February 2007 - January 2012
Invesco Aim February 1998 - January 2007
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Investments, Bloomberg, Asset Managment, Municipal Bonds, Asset Management, Credit Analysis, ETFs, Equities, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Portfolio Management, Securities, Bonds
Education
University of Houston
B.B.A., Finance
University of St. Thomas (TX)
M.B.A., Finance
Patriot Wealth Management, Inc. March 2015 - Present
Invesco February 2012 - April 2014
Invesco Ltd. February 2007 - January 2012
Invesco Aim February 1998 - January 2007
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Investments, Bloomberg, Asset Managment, Municipal Bonds, Asset Management, Credit Analysis, ETFs, Equities, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Portfolio Management, Securities, Bonds
Education
University of Houston
B.B.A., Finance
University of St. Thomas (TX)
M.B.A., Finance
Jodi Edgar, CPA, CIA Jodi Edgar, CPA, CIA's Invesco Aim Experience August 2006 - May 2008
Job Controller at BasinTek, LLC
Industry Oil & Energy
Experience
BasinTek, LLC June 2013 - Present
Smith International / Schlumberger May 2008 - June 2013
Invesco Aim August 2006 - May 2008
W-H Energy Services (acquired by Smith International) August 2004 - August 2006
Texas State Auditor's Office January 2003 - July 2004
Skills
Internal Controls, Financial Reporting, Accounting, Auditing, Financial Analysis, Managerial Finance
Education
Texas State University-San Marcos 2003 — 2004
MBA, Business Administration
Texas State University-San Marcos 1999 — 2002
BBA, Finance
BasinTek, LLC June 2013 - Present
Smith International / Schlumberger May 2008 - June 2013
Invesco Aim August 2006 - May 2008
W-H Energy Services (acquired by Smith International) August 2004 - August 2006
Texas State Auditor's Office January 2003 - July 2004
Skills
Internal Controls, Financial Reporting, Accounting, Auditing, Financial Analysis, Managerial Finance
Education
Texas State University-San Marcos 2003 — 2004
MBA, Business Administration
Texas State University-San Marcos 1999 — 2002
BBA, Finance
Mike Minter, CFP®, CFS® Mike Minter, CFP®, CFS®'s Invesco Aim Experience July 2000 - February 2003
Job Financial Advisor & Partner with Financial Synergies Asset Management (finsyn.com)
Industry Financial Services
Experience
Financial Synergies Asset Management, Inc. February 2003 - Present
Invesco Aim July 2000 - February 2003
Skills
Investments, Portfolio Management, Asset Allocation, Alternative Investments, Asset Managment, Retirement Planning, Financial Advisory, Mutual Funds, ETFs, Equities, Performance Attribution, Investment Management, Hedge Funds, Morningstar, Investment Advisory, Wealth Management, Asset Management, Pensions, Certified Financial..., Finance
Education
Southwest Texas State University 1996 — 1999
Bachelor of Science
Financial Synergies Asset Management, Inc. February 2003 - Present
Invesco Aim July 2000 - February 2003
Skills
Investments, Portfolio Management, Asset Allocation, Alternative Investments, Asset Managment, Retirement Planning, Financial Advisory, Mutual Funds, ETFs, Equities, Performance Attribution, Investment Management, Hedge Funds, Morningstar, Investment Advisory, Wealth Management, Asset Management, Pensions, Certified Financial..., Finance
Education
Southwest Texas State University 1996 — 1999
Bachelor of Science
Stephanie Schulze Johnston Stephanie Schulze Johnston's Invesco Aim Experience 2000 - 2009
Job Junior Analyst at Stancil & Co.
Industry Oil & Energy
Experience
Stancil & Co. June 2010 - Present
Stancil & Co. July 2009 - August 2010
Invesco Aim 2000 - 2009
Skills
Customer Service, Series 63, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Series 7, Asset Management, Alternative Investments, Risk Management, Microsoft Excel, Leadership, Strategic Planning, Equities, Wealth Management, Financial Analysis, Asset Managment, Management, Bloomberg, Hedge Funds, Securities
Education
Texas State University 1995 — 1999
Lamar Consolidated High School 1990 — 1995
Stancil & Co. June 2010 - Present
Stancil & Co. July 2009 - August 2010
Invesco Aim 2000 - 2009
Skills
Customer Service, Series 63, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Series 7, Asset Management, Alternative Investments, Risk Management, Microsoft Excel, Leadership, Strategic Planning, Equities, Wealth Management, Financial Analysis, Asset Managment, Management, Bloomberg, Hedge Funds, Securities
Education
Texas State University 1995 — 1999
Lamar Consolidated High School 1990 — 1995
Brent Lunsford Brent Lunsford's Invesco Aim Experience January 2005 - August 2010
Job Senior Treasury Analyst at Concho Resources
Industry Oil & Energy
Experience
Concho Resources September 2010 - Present
Invesco Aim January 2005 - August 2010
PlainsCapital Bank August 2003 - December 2004
Skills
Cash Management, Natural Gas, Energy, Financial Analysis, Due Diligence, Microsoft Excel, Strategic Planning, Mergers, Negotiation, Oil/Gas, Petroleum, Microsoft Office, PowerPoint, Real Estate, Energy Industry, Treasury, Risk Management, Sarbanes-Oxley Act, Gas, Account Reconciliation, Oil, Accounts Payable, Project Management, Business Process..., Enertia, Microsoft Word, Investments
Education
Texas Tech University 1998 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Concho Resources September 2010 - Present
Invesco Aim January 2005 - August 2010
PlainsCapital Bank August 2003 - December 2004
Skills
Cash Management, Natural Gas, Energy, Financial Analysis, Due Diligence, Microsoft Excel, Strategic Planning, Mergers, Negotiation, Oil/Gas, Petroleum, Microsoft Office, PowerPoint, Real Estate, Energy Industry, Treasury, Risk Management, Sarbanes-Oxley Act, Gas, Account Reconciliation, Oil, Accounts Payable, Project Management, Business Process..., Enertia, Microsoft Word, Investments
Education
Texas Tech University 1998 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Dominick Bencivengo Dominick Bencivengo's Invesco Aim Experience January 2000 - March 2008
Job associate relationship manager at AIG
Industry Financial Services
Experience
AIG March 2008 - Present
VALIC March 2008 - Present
AIG March 2008 - Present
Leukemia & Lymphoma Society 2006 - 2009
Invesco Aim January 2000 - March 2008
AIM Management Group, Inc March 2007 - February 2008
AIM Management Group, Inc March 2007 - February 2008
AIM June 2004 - March 2007
AIM Mutual Funds June 2004 - March 2007
AIM Investments January 2000 - June 2004
Skills
Portfolio Management, Insurance, Wealth Management, Relationship Management, Asset Managment, Risk Management, Asset Allocation, Asset Management, Business Planning, Management, Strategy, Marketing, Securities, Retirement Planning, Financial Services, Investments
Education
University of Houston 1995 — 1999
Corporate communications & History
University of Houston
Bachelor of Arts, History
University of Houston
Bachelor of Arts, History
AIG March 2008 - Present
VALIC March 2008 - Present
AIG March 2008 - Present
Leukemia & Lymphoma Society 2006 - 2009
Invesco Aim January 2000 - March 2008
AIM Management Group, Inc March 2007 - February 2008
AIM Management Group, Inc March 2007 - February 2008
AIM June 2004 - March 2007
AIM Mutual Funds June 2004 - March 2007
AIM Investments January 2000 - June 2004
Skills
Portfolio Management, Insurance, Wealth Management, Relationship Management, Asset Managment, Risk Management, Asset Allocation, Asset Management, Business Planning, Management, Strategy, Marketing, Securities, Retirement Planning, Financial Services, Investments
Education
University of Houston 1995 — 1999
Corporate communications & History
University of Houston
Bachelor of Arts, History
University of Houston
Bachelor of Arts, History
Chris Rush's Invesco Aim Experience October 1993 - June 1999
Job CNS Senior Sales Specialist at UCB, Inc.
Industry Pharmaceuticals
Experience
Novartis June 2010 - July 2012
Quintiles September 2008 - March 2010
Merck February 2007 - July 2008
Memorial Drive Presbyterian Church June 1999 - February 2007
Invesco Aim October 1993 - June 1999
Education
Texas A&M University 1990 — 1993
Psychology, Cum Laude, 3.65
Novartis June 2010 - July 2012
Quintiles September 2008 - March 2010
Merck February 2007 - July 2008
Memorial Drive Presbyterian Church June 1999 - February 2007
Invesco Aim October 1993 - June 1999
Education
Texas A&M University 1990 — 1993
Psychology, Cum Laude, 3.65
Sonya Mack Sonya Mack's Invesco Aim Experience September 1997 - August 2002
Job Performance Consulting Manager
Industry Human Resources
Experience
Insperity October 2005 - Present
Memorial Hermann Healthcare System April 2004 - June 2005
The Methodist Hospital System August 2002 - May 2003
Invesco AIM September 1997 - August 2002
Skills
Employee Engagement, Performance Management, Talent Management, Performance Improvement, Workforce Planning, PEO, Human Resources, Human Performance, Organizational..., Leadership Development, Succession Planning, Training, Onboarding, Employee Relations, College Recruiting
Education
University of Houston
Bachelor of Business Administration, Organizational Behavior & Management
University of North Texas
General Studies
Insperity October 2005 - Present
Memorial Hermann Healthcare System April 2004 - June 2005
The Methodist Hospital System August 2002 - May 2003
Invesco AIM September 1997 - August 2002
Skills
Employee Engagement, Performance Management, Talent Management, Performance Improvement, Workforce Planning, PEO, Human Resources, Human Performance, Organizational..., Leadership Development, Succession Planning, Training, Onboarding, Employee Relations, College Recruiting
Education
University of Houston
Bachelor of Business Administration, Organizational Behavior & Management
University of North Texas
General Studies
Brian Houston, CRPC®, CRPS® Brian Houston, CRPC®, CRPS®'s Invesco Aim Experience June 2000 - June 2005
Job VP, Business Development at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management June 2011 - Present
ING U.S. Investment Management June 2011 - April 2014
Invesco Ltd. June 2005 - July 2011
Invesco Aim June 2000 - June 2005
Skills
Series 7, FINRA Series 6, Retirement, Pensions, New Business Development, Asset Management, 401k, Series 6, Series 66, Retirement Planning, IRA's, Mutual Funds, Investments, Defined Contribution, Series 63, ETFs, Alternative Investments, Relationship Management, Retirement Plan..., Institutional, Sales, Due Diligence, Institutional..., Qualified Retirement..., Asset Allocation
Education
Texas State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Voya Investment Management June 2011 - Present
ING U.S. Investment Management June 2011 - April 2014
Invesco Ltd. June 2005 - July 2011
Invesco Aim June 2000 - June 2005
Skills
Series 7, FINRA Series 6, Retirement, Pensions, New Business Development, Asset Management, 401k, Series 6, Series 66, Retirement Planning, IRA's, Mutual Funds, Investments, Defined Contribution, Series 63, ETFs, Alternative Investments, Relationship Management, Retirement Plan..., Institutional, Sales, Due Diligence, Institutional..., Qualified Retirement..., Asset Allocation
Education
Texas State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
J. Philip Ferguson J. Philip Ferguson's Invesco Aim Experience 2000 - 2007
Job Asset Management Professional
Industry Investment Management
Experience
ABM Industries, Inc. December 2009 - Present
Houston Endowment Inc April 2014 - Present
Silver Ventures July 2012 - Present
Salient Partners May 2012 - Present
Ascendant Advisors, LLC January 2010 - Present
Bamberger Ranch Preserve September 2013 - Present
University of Texas Investment Management Co. 2004 - April 2012
Invesco AIM 2000 - 2007
Investment Adviser Association 1998 - 2007
Education
City of London College 1970 — 1970
Certificate in Int'l Law, law
The University of Texas School of Law 1967 — 1970
JD
Texas Christian University 1963 — 1967
Bachelor of Business Administration (BBA)
ABM Industries, Inc. December 2009 - Present
Houston Endowment Inc April 2014 - Present
Silver Ventures July 2012 - Present
Salient Partners May 2012 - Present
Ascendant Advisors, LLC January 2010 - Present
Bamberger Ranch Preserve September 2013 - Present
University of Texas Investment Management Co. 2004 - April 2012
Invesco AIM 2000 - 2007
Investment Adviser Association 1998 - 2007
Education
City of London College 1970 — 1970
Certificate in Int'l Law, law
The University of Texas School of Law 1967 — 1970
JD
Texas Christian University 1963 — 1967
Bachelor of Business Administration (BBA)
Jennifer Mok Jennifer Mok's Invesco Aim Experience October 2004 - April 2006
Job Business Systems Analyst at Invesco Ltd.
Industry Financial Services
Experience
Invesco July 2013 - Present
Invesco Ltd. April 2011 - Present
Invesco Ltd. May 2008 - April 2011
Invesco Ltd. April 2006 - May 2008
Invesco Aim October 2004 - April 2006
Education
The University of Texas at Austin 1998 — 2002
BA, Economics
Dulles High School 1994 — 1998
Invesco July 2013 - Present
Invesco Ltd. April 2011 - Present
Invesco Ltd. May 2008 - April 2011
Invesco Ltd. April 2006 - May 2008
Invesco Aim October 2004 - April 2006
Education
The University of Texas at Austin 1998 — 2002
BA, Economics
Dulles High School 1994 — 1998
Aaron Krause, CRPS® Aaron Krause, CRPS®'s Invesco Aim Experience September 2007 - August 2009
Job Compliance Analyst at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc. August 2011 - Present
Asset Recovery Inc April 2010 - June 2011
Invesco Aim September 2007 - August 2009
Mortgage Design Group.com March 2004 - July 2007
Skills
Mutual Funds, Retirement Planning, Financial Services, 401k
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
Finance, Business
ALPS Fund Services, Inc. August 2011 - Present
Asset Recovery Inc April 2010 - June 2011
Invesco Aim September 2007 - August 2009
Mortgage Design Group.com March 2004 - July 2007
Skills
Mutual Funds, Retirement Planning, Financial Services, 401k
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
Finance, Business
Greg Jenkins, CFA Greg Jenkins, CFA's Invesco Aim Experience 1992 - 1997
Job Senior Director at Invesco Ltd. Chair, Invesco DC Institute
Industry Investment Management
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management 2007 - 2010
Van Kampen Investments 2007 - 2010
Charles Schwab December 2001 - April 2007
Financial Engines January 2000 - December 2001
Scudder Investments 1997 - 2000
Invesco Aim 1992 - 1997
INVESCO Funds Group 1992 - 1997
Skills
Asset Allocation, Alternative Investments, Investment Management, Investment Advisory, 401k, Investment Strategies, Asset Management, Investments, Relationship Management, Separately Managed..., Series 3, Series 30, Series 79
Education
University of Colorado Boulder 1987 — 1991
BA, Economics
The University of Texas at Dallas 1998 — 2001
MBA, Finance
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management 2007 - 2010
Van Kampen Investments 2007 - 2010
Charles Schwab December 2001 - April 2007
Financial Engines January 2000 - December 2001
Scudder Investments 1997 - 2000
Invesco Aim 1992 - 1997
INVESCO Funds Group 1992 - 1997
Skills
Asset Allocation, Alternative Investments, Investment Management, Investment Advisory, 401k, Investment Strategies, Asset Management, Investments, Relationship Management, Separately Managed..., Series 3, Series 30, Series 79
Education
University of Colorado Boulder 1987 — 1991
BA, Economics
The University of Texas at Dallas 1998 — 2001
MBA, Finance
Dennis D. Mease, M Ed Dennis D. Mease, M Ed's Invesco Aim Experience 2001 - 2007
Job Executive Coach and Consultant
Industry Management Consulting
Experience
DDM Consulting May 2010 - Present
Right Management 2010 - 2013
J. Ray McDermott December 2007 - May 2010
Right Management January 2007 - December 2007
AIM Investments April 2001 - January 2007
Invesco Aim 2001 - 2007
Personnel Decisions International (PDI) March 1999 - April 2001
Skills
Leadership Development, Performance Management, Succession Planning, Workshop Facilitation, Business Coaching, Talent Management, Coaching, Executive Coaching, Career Development, Organizational..., Organizational..., Management Development, Training, Leadership, Team Building, Strategic Planning, Strategy, Personnel Management, Interviews, Employee Training, Change Management, Human Resources, Employee Relations, Program Management, Employee Benefits, Performance Improvement, Management, Consulting, 360 Feedback, Organizational Design, Culture Change, MBTI, Employee Engagement, Executive Development, Career Management, HR Consulting, Workforce Planning, Deferred Compensation, Career Counseling, Emotional Intelligence, Training Delivery, Psychometrics, Onboarding, Conflict Resolution, Talent Acquisition, Management Consulting, Staff Development, Personal Development, Resume Writing, Instructional Design
Education
University of Houston 1979 — 1984
M. Ed., Education and Double Bass
DDM Consulting May 2010 - Present
Right Management 2010 - 2013
J. Ray McDermott December 2007 - May 2010
Right Management January 2007 - December 2007
AIM Investments April 2001 - January 2007
Invesco Aim 2001 - 2007
Personnel Decisions International (PDI) March 1999 - April 2001
Skills
Leadership Development, Performance Management, Succession Planning, Workshop Facilitation, Business Coaching, Talent Management, Coaching, Executive Coaching, Career Development, Organizational..., Organizational..., Management Development, Training, Leadership, Team Building, Strategic Planning, Strategy, Personnel Management, Interviews, Employee Training, Change Management, Human Resources, Employee Relations, Program Management, Employee Benefits, Performance Improvement, Management, Consulting, 360 Feedback, Organizational Design, Culture Change, MBTI, Employee Engagement, Executive Development, Career Management, HR Consulting, Workforce Planning, Deferred Compensation, Career Counseling, Emotional Intelligence, Training Delivery, Psychometrics, Onboarding, Conflict Resolution, Talent Acquisition, Management Consulting, Staff Development, Personal Development, Resume Writing, Instructional Design
Education
University of Houston 1979 — 1984
M. Ed., Education and Double Bass
Casey Leung's Invesco Aim Experience January 2008 - December 2008
Job Staff accountant at UHY Advisors
Industry Accounting
Experience
UHY Advisors July 2010 - Present
UHY Advisors February 2009 - June 2010
Invesco Aim January 2008 - December 2008
Skills
Accounting
Education
University of Houston, C.T. Bauer College of Business 2009 — 2010
MS, Accountancy & Taxation
University of Houston, C.T. Bauer College of Business 2006 — 2009
BBA, Accounting
UHY Advisors July 2010 - Present
UHY Advisors February 2009 - June 2010
Invesco Aim January 2008 - December 2008
Skills
Accounting
Education
University of Houston, C.T. Bauer College of Business 2009 — 2010
MS, Accountancy & Taxation
University of Houston, C.T. Bauer College of Business 2006 — 2009
BBA, Accounting
Greg Ledesma's Invesco Aim Experience 1994 - 1998
Job Experienced Business Consultant at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds 2007 - Present
Dreyfus Institutional 2002 - 2004
Conseco 1999 - 2000
Deutsche Morgan Grenfell 1998 - 1999
Invesco Aim 1994 - 1998
INVESCO Funds Group 1994 - 1998
Skills
Mutual Funds, Separately Managed..., Series 63, Series 7, Retirement Planning, 401k, Investments, Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, Series 65, Business Relationship..., Series 24, Wealth Management, Retirement, Strategic Account..., IRAs, Wholesale, Consulting, Sales Presentations, Sales, Wholesaling, IRA's
Education
University of Colorado Denver 1991 — 1993
MS-Finance, Finance/Accounting/Investments
University of Colorado at Boulder - Leeds School of Business 1980 — 1984
BS-Finance, Finance/Accounting/Economics
OppenheimerFunds 2007 - Present
Dreyfus Institutional 2002 - 2004
Conseco 1999 - 2000
Deutsche Morgan Grenfell 1998 - 1999
Invesco Aim 1994 - 1998
INVESCO Funds Group 1994 - 1998
Skills
Mutual Funds, Separately Managed..., Series 63, Series 7, Retirement Planning, 401k, Investments, Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, Series 65, Business Relationship..., Series 24, Wealth Management, Retirement, Strategic Account..., IRAs, Wholesale, Consulting, Sales Presentations, Sales, Wholesaling, IRA's
Education
University of Colorado Denver 1991 — 1993
MS-Finance, Finance/Accounting/Investments
University of Colorado at Boulder - Leeds School of Business 1980 — 1984
BS-Finance, Finance/Accounting/Economics
Christopher Koscinski Christopher Koscinski's Invesco Aim Experience July 1997 - October 2006
Job Finance at Sunivo America
Industry Financial Services
Experience
Sunivo America March 2013 - Present
TaxMasters September 2007 - March 2013
BNY Mellon October 2006 - August 2007
Invesco Aim July 1997 - October 2006
Skills
Microsoft Office, QuickBooks, Mutual Funds, 401k, Management, Accounting, Financial Analysis, Coaching, Relationship Management, Microsoft Excel, Finance, Training, Customer Service, Sales, Leadership, Team Building, Investments, Business Analysis, Call Centers, Financial Reporting, Analysis, SEC filings, Banking, Budgets, Auditing, Customer Satisfaction, Human Resources, Accounts Payable, Credit, Portfolio Management, General Ledger, Risk Management, Insurance, Process Improvement, Due Diligence, Business Strategy, Business Planning, Executive Management, Teamwork, Forecasting, Access, Policy, Operations Management, Sarbanes-Oxley Act, Time Management, Strategic Financial..., Strategic Planning, Tax, Project Management
Education
University of Houston
Economics, Economics
Sunivo America March 2013 - Present
TaxMasters September 2007 - March 2013
BNY Mellon October 2006 - August 2007
Invesco Aim July 1997 - October 2006
Skills
Microsoft Office, QuickBooks, Mutual Funds, 401k, Management, Accounting, Financial Analysis, Coaching, Relationship Management, Microsoft Excel, Finance, Training, Customer Service, Sales, Leadership, Team Building, Investments, Business Analysis, Call Centers, Financial Reporting, Analysis, SEC filings, Banking, Budgets, Auditing, Customer Satisfaction, Human Resources, Accounts Payable, Credit, Portfolio Management, General Ledger, Risk Management, Insurance, Process Improvement, Due Diligence, Business Strategy, Business Planning, Executive Management, Teamwork, Forecasting, Access, Policy, Operations Management, Sarbanes-Oxley Act, Time Management, Strategic Financial..., Strategic Planning, Tax, Project Management
Education
University of Houston
Economics, Economics
Gually Besa Gually Besa's Invesco Aim Experience May 2001 - October 2008
Job Sr. Accountant at AIG VALIC
Industry Financial Services
Experience
AIG VALIC October 2008 - Present
Invesco Aim May 2001 - October 2008
Invesco Aim May 2005 - May 2007
Invesco Aim February 1998 - May 2005
Gulf States Toyota April 1991 - January 1998
Skills
Annuities, Mutual Funds, Excel, Word, Outlook, Research, Reconciliation, Retirement, Financial Reporting, Funding, Process Improvement, 401k, Insurance, Investments, Accounting
Education
University of Houston 1998 — 2002
BBA Finance, Finance
Don Bosco Technical Institute 1977 — 1981
Electrical Technology, High School
AIG VALIC October 2008 - Present
Invesco Aim May 2001 - October 2008
Invesco Aim May 2005 - May 2007
Invesco Aim February 1998 - May 2005
Gulf States Toyota April 1991 - January 1998
Skills
Annuities, Mutual Funds, Excel, Word, Outlook, Research, Reconciliation, Retirement, Financial Reporting, Funding, Process Improvement, 401k, Insurance, Investments, Accounting
Education
University of Houston 1998 — 2002
BBA Finance, Finance
Don Bosco Technical Institute 1977 — 1981
Electrical Technology, High School
Laurie Richoux Laurie Richoux's Invesco Aim Experience April 1996 - March 2002
Job Customer Service Manager, Supply Management Team at Medtronic
Industry Financial Services
Experience
Medtronic April 2015 - Present
Kohl's Department Stores September 2013 - April 2015
U.S. Global Investors April 2012 - September 2013
US Global Investors June 2010 - June 2012
Capital City Sothebys International Realty September 2009 - September 2010
Coldwell Banker King Thompson June 2006 - June 2008
Invesco Aim April 1996 - March 2002
Morgan Stanley Dean Witter June 1994 - April 1996
Skills
Management, Investments, Series 63, Financial Services, Finance, Mutual Funds, Customer Service, Securities, Series 7, Alternative Investments, Series 6, Sales, FINRA, Equities, Call Centers, Asset Managment, Project Management, Risk Management, Analysis
Education
University of Houston 1989 — 1993
BA, Finance
Medtronic April 2015 - Present
Kohl's Department Stores September 2013 - April 2015
U.S. Global Investors April 2012 - September 2013
US Global Investors June 2010 - June 2012
Capital City Sothebys International Realty September 2009 - September 2010
Coldwell Banker King Thompson June 2006 - June 2008
Invesco Aim April 1996 - March 2002
Morgan Stanley Dean Witter June 1994 - April 1996
Skills
Management, Investments, Series 63, Financial Services, Finance, Mutual Funds, Customer Service, Securities, Series 7, Alternative Investments, Series 6, Sales, FINRA, Equities, Call Centers, Asset Managment, Project Management, Risk Management, Analysis
Education
University of Houston 1989 — 1993
BA, Finance
Melissa Griffith Melissa Griffith's Invesco Aim Experience 2004 - 2005
Job Rail Analyst at Exel
Industry Research
Experience
Exel July 2010 - April 2011
Baylor College of Medicine 2006 - August 2010
Invesco Aim 2004 - 2005
Quorum Business Solutions 2002 - 2003
Skills
Behavioral Science, Project Planning, Data Analysis, Research
Education
The University of Texas Health Science Center at Houston 2005 — 2009
MPH, Health Promotion/Behavioral Science
Trinity University 1997 — 2001
BS, Computer Science and Business Administration
Ursuline Academy 1993 — 1997
Exel July 2010 - April 2011
Baylor College of Medicine 2006 - August 2010
Invesco Aim 2004 - 2005
Quorum Business Solutions 2002 - 2003
Skills
Behavioral Science, Project Planning, Data Analysis, Research
Education
The University of Texas Health Science Center at Houston 2005 — 2009
MPH, Health Promotion/Behavioral Science
Trinity University 1997 — 2001
BS, Computer Science and Business Administration
Ursuline Academy 1993 — 1997
Jeff Woods's Invesco Aim Experience April 1996 - May 1998
Job Head of Specialty Risk SalesAmericas at Thomson Reuters
Industry Information Services
Experience
World-Check September 2012 - Present
World-Check August 2011 - September 2012
BuildFax December 2010 - July 2011
OneSource Information Services September 2009 - January 2011
Hoover's March 2008 - September 2009
Hoover's Online, a D&B Company July 2003 - July 2008
Praxair June 2001 - July 2003
Invesco Aim April 1996 - May 1998
Skills
Strategic Planning, Channel Sales, Solution Selling, Salesforce.com, New Business Development, SaaS, Lead Generation, Sales Management, Sales Process, Business Development, Strategic Partnerships, Sales, Account Management, Demand Generation, Start-ups, Direct Sales, B2B, Contract Negotiation, Marketing Strategy, Product Development, Leadership, Cold Calling, Selling, Cloud Computing, Management, Sales Operations, CRM, Executive Management, Sales Presentations, Analysis, Enterprise Software, Cross-functional Team..., Team Building, Business Intelligence, Key Account Management, Marketing, Forecasting, Program Management, Team Management, Strategy
Education
The University of Texas at San Antonio 1991 — 1995
BS, Political Science, Communication
Lake Travis High School 1991 — 1991
World-Check September 2012 - Present
World-Check August 2011 - September 2012
BuildFax December 2010 - July 2011
OneSource Information Services September 2009 - January 2011
Hoover's March 2008 - September 2009
Hoover's Online, a D&B Company July 2003 - July 2008
Praxair June 2001 - July 2003
Invesco Aim April 1996 - May 1998
Skills
Strategic Planning, Channel Sales, Solution Selling, Salesforce.com, New Business Development, SaaS, Lead Generation, Sales Management, Sales Process, Business Development, Strategic Partnerships, Sales, Account Management, Demand Generation, Start-ups, Direct Sales, B2B, Contract Negotiation, Marketing Strategy, Product Development, Leadership, Cold Calling, Selling, Cloud Computing, Management, Sales Operations, CRM, Executive Management, Sales Presentations, Analysis, Enterprise Software, Cross-functional Team..., Team Building, Business Intelligence, Key Account Management, Marketing, Forecasting, Program Management, Team Management, Strategy
Education
The University of Texas at San Antonio 1991 — 1995
BS, Political Science, Communication
Lake Travis High School 1991 — 1991
Lex Garcia-Hendrix Lex Garcia-Hendrix's Invesco Aim Experience 1999 - 2006
Job ...
Industry Retail
Experience
Tugal's July 2012 - Present
Pizza Hut August 2010 - February 2013
Lincoln Trust Company August 2006 - December 2009
Invesco Aim 1999 - 2006
Skills
Customer Service, Leadership, Series 63, Sales, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Business Analysis, Recruiting, Banking
Education
University of Colorado Denver 2007 — 2011
Texas State University 1994 — 1999
Bachelor of Arts (BA), English Language and Literature, General
Tugal's July 2012 - Present
Pizza Hut August 2010 - February 2013
Lincoln Trust Company August 2006 - December 2009
Invesco Aim 1999 - 2006
Skills
Customer Service, Leadership, Series 63, Sales, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Business Analysis, Recruiting, Banking
Education
University of Colorado Denver 2007 — 2011
Texas State University 1994 — 1999
Bachelor of Arts (BA), English Language and Literature, General
Don Callaway Don Callaway's Invesco Aim Experience July 1997 - December 1997
Job Database Analyst, Developer at BASF
Industry Computer Software
Experience
BASF January 2013 - Present
Furmanite Technical Services January 2013 - August 2014
Contract Consulting October 1996 - January 2013
Sterling Chemicals 2005 - 2008
Technical Star Consulting January 1999 - June 2001
Sysco August 2000 - December 2000
Dynegy 1999 - 2000
Enron Energy Services January 1999 - December 1999
Groupware Innovations 1997 - 1998
Invesco Aim July 1997 - December 1997
Skills
Databases, SDLC, Project Management, Microsoft SQL Server, Business Analysis, Program Management, Business Intelligence, Web Development, Access, SQL, QlikView Development, Data Modeling, Web Applications, Change Management, Integration, Security, Oracle
Education
University of Houston-Clear Lake 1989 — 1991
BA, Computer Information Systems
BASF January 2013 - Present
Furmanite Technical Services January 2013 - August 2014
Contract Consulting October 1996 - January 2013
Sterling Chemicals 2005 - 2008
Technical Star Consulting January 1999 - June 2001
Sysco August 2000 - December 2000
Dynegy 1999 - 2000
Enron Energy Services January 1999 - December 1999
Groupware Innovations 1997 - 1998
Invesco Aim July 1997 - December 1997
Skills
Databases, SDLC, Project Management, Microsoft SQL Server, Business Analysis, Program Management, Business Intelligence, Web Development, Access, SQL, QlikView Development, Data Modeling, Web Applications, Change Management, Integration, Security, Oracle
Education
University of Houston-Clear Lake 1989 — 1991
BA, Computer Information Systems
Josiah Bender Josiah Bender's Invesco Aim Experience 2008 - 2009
Job Experience Financial and Sales Representative
Industry Financial Services
Experience
HomeAdvisor March 2010 - Present
HomeAdvisor February 2009 - March 2010
Invesco Aim 2008 - 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Sales, Strategic Planning, Financial Analysis, Forecasting, Leadership, Outlook
Education
Texas Christian University 2003 — 2007
BS, Economics
HomeAdvisor March 2010 - Present
HomeAdvisor February 2009 - March 2010
Invesco Aim 2008 - 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Sales, Strategic Planning, Financial Analysis, Forecasting, Leadership, Outlook
Education
Texas Christian University 2003 — 2007
BS, Economics
Lucy Fowler Lucy Fowler's Invesco Aim Experience September 1989 - July 1995
Job Senior Docket Clerk at Winston & Strawn LLP
Industry Law Practice
Experience
Winston & Strawn LLP March 2011 - Present
Howrey LLP July 2004 - March 2011
Invesco Aim September 1989 - July 1995
Skills
Litigation, Patent Litigation, Litigation Support, Legal Research, Intellectual Property, Commercial Litigation, Patent Prosecution, Document Review, Trials
Education
The University of Texas at Austin 1980 — 1984
economics
Winston & Strawn LLP March 2011 - Present
Howrey LLP July 2004 - March 2011
Invesco Aim September 1989 - July 1995
Skills
Litigation, Patent Litigation, Litigation Support, Legal Research, Intellectual Property, Commercial Litigation, Patent Prosecution, Document Review, Trials
Education
The University of Texas at Austin 1980 — 1984
economics
Blanca Ramirez Blanca Ramirez's Invesco Aim Experience September 2007 - June 2010
Job Trade Review Risk Manager
Industry Financial Services
Experience
Amegy Investments November 2011 - Present
Fidelity Investments October 2010 - November 2011
Invesco Aim September 2007 - June 2010
Skills
Series 63, Series 7, Investments, Mutual Funds, Asset Allocation, Alternative Investments
Education
University of Houston-Downtown
Bachelor of Business Administration (BBA), Administrative Management
Amegy Investments November 2011 - Present
Fidelity Investments October 2010 - November 2011
Invesco Aim September 2007 - June 2010
Skills
Series 63, Series 7, Investments, Mutual Funds, Asset Allocation, Alternative Investments
Education
University of Houston-Downtown
Bachelor of Business Administration (BBA), Administrative Management
Ron Caldwell Ron Caldwell's Invesco Aim Experience 2003 - 2008
Job Vice President, Regional Sales Director at Salient Parters
Industry Financial Services
Experience
Salient Partners February 2014 - Present
William Blair & Company December 2011 - February 2014
Suburban Parent Magazine 2012 - 2014
Guggenheim Funds August 2009 - January 2012
Allianz Life 2008 - 2009
Invesco Ltd. June 2003 - April 2008
Invesco Aim 2003 - 2008
Morgan Stanley 1997 - 2002
Lord Abbett 1996 - 1997
Nuveen Investments 1987 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Investments, Financial Planning, Asset Allocation, CIMA, Series 63, ETFs, Series 6, Wholesaling, Public Speaking, Series 65, Strategic Financial..., Equities, Portfolio Management, Hedge Funds, Wholesale, Separately Managed..., Alternative Investments, Investment Strategies, Wealth Management..., Wealth Management, 401k, Financial Services, Series 24, Financial Advisory, Uniform Combined State..., Retirement Planning, Life Insurance, Investment Advisory, Retirement, Fixed Income, FINRA, Estate Planning, Investment Management, Fixed Annuities, Bonds, Certified Financial..., IRAs, Wealth, Finance, Sales, Strategy, Financial Analysis, Relationship Management
Education
Southern Methodist University 1994 — 1996
MLA, liberal arts
The University of Texas at Austin 1978 — 1980
BBA, Finance
Carroll High 1974 — 1978
Salient Partners February 2014 - Present
William Blair & Company December 2011 - February 2014
Suburban Parent Magazine 2012 - 2014
Guggenheim Funds August 2009 - January 2012
Allianz Life 2008 - 2009
Invesco Ltd. June 2003 - April 2008
Invesco Aim 2003 - 2008
Morgan Stanley 1997 - 2002
Lord Abbett 1996 - 1997
Nuveen Investments 1987 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Investments, Financial Planning, Asset Allocation, CIMA, Series 63, ETFs, Series 6, Wholesaling, Public Speaking, Series 65, Strategic Financial..., Equities, Portfolio Management, Hedge Funds, Wholesale, Separately Managed..., Alternative Investments, Investment Strategies, Wealth Management..., Wealth Management, 401k, Financial Services, Series 24, Financial Advisory, Uniform Combined State..., Retirement Planning, Life Insurance, Investment Advisory, Retirement, Fixed Income, FINRA, Estate Planning, Investment Management, Fixed Annuities, Bonds, Certified Financial..., IRAs, Wealth, Finance, Sales, Strategy, Financial Analysis, Relationship Management
Education
Southern Methodist University 1994 — 1996
MLA, liberal arts
The University of Texas at Austin 1978 — 1980
BBA, Finance
Carroll High 1974 — 1978
Elva Duong Elva Duong's Invesco Aim Experience June 2008 - May 2009
Job CPA Senior Accountant
Industry Financial Services
Experience
Buckeye Partners February 2014 - Present
Tiffany & Co. November 2013 - January 2014
EY October 2013 - January 2014
EY September 2011 - September 2013
Invesco Ltd. August 2010 - June 2011
PricewaterhouseCoopers June 2010 - August 2010
EY January 2010 - March 2010
PricewaterhouseCoopers June 2009 - August 2009
Invesco Aim June 2008 - May 2009
Law Office of Lan Huey Huang LLC February 2007 - August 2008
Skills
Fund Accounting, IFRS, Financial Reporting, Accounting, SEC filings, Financial Analysis, Internal Controls, US GAAP, Financial Modeling, Auditing, Sarbanes-Oxley Act, GAAP, Financial Accounting, Bloomberg, Microsoft Excel, General Ledger, External Audit, Account Reconciliation, CPA, Financial Statements
Education
University of Houston 2010 — 2011
Master of Science in Accountancy, Accounting, GPA: 3.7
University of Houston, C.T. Bauer College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting, GPA: 3.9
Buckeye Partners February 2014 - Present
Tiffany & Co. November 2013 - January 2014
EY October 2013 - January 2014
EY September 2011 - September 2013
Invesco Ltd. August 2010 - June 2011
PricewaterhouseCoopers June 2010 - August 2010
EY January 2010 - March 2010
PricewaterhouseCoopers June 2009 - August 2009
Invesco Aim June 2008 - May 2009
Law Office of Lan Huey Huang LLC February 2007 - August 2008
Skills
Fund Accounting, IFRS, Financial Reporting, Accounting, SEC filings, Financial Analysis, Internal Controls, US GAAP, Financial Modeling, Auditing, Sarbanes-Oxley Act, GAAP, Financial Accounting, Bloomberg, Microsoft Excel, General Ledger, External Audit, Account Reconciliation, CPA, Financial Statements
Education
University of Houston 2010 — 2011
Master of Science in Accountancy, Accounting, GPA: 3.7
University of Houston, C.T. Bauer College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting, GPA: 3.9
Kevin Holleron Kevin Holleron's Invesco Aim Experience February 1997 - August 2002
Job MidAtlantic Regional Sales Director Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners December 2012 - Present
Eagle Asset Management December 2010 - November 2012
SunAmerica Asset Management February 2010 - December 2010
Van Kampen Investments August 2002 - January 2009
Invesco Aim February 1997 - August 2002
Invesco Aim February 1996 - February 1997
Skills
Alternative Investments, BDCs, Investments, Mutual Funds, Asset Allocation, Asset Management, Separately Managed..., Financial Services, Financial Advisory, Business Acumen, Financial Markets, Retirement Planning, Series 7, Series 63
Education
Texas Tech University - Rawls College of Business 1990 — 1994
BBA, Finance
Stratford Senior High 1987 — 1989
Diploma, General
Franklin Square Capital Partners December 2012 - Present
Eagle Asset Management December 2010 - November 2012
SunAmerica Asset Management February 2010 - December 2010
Van Kampen Investments August 2002 - January 2009
Invesco Aim February 1997 - August 2002
Invesco Aim February 1996 - February 1997
Skills
Alternative Investments, BDCs, Investments, Mutual Funds, Asset Allocation, Asset Management, Separately Managed..., Financial Services, Financial Advisory, Business Acumen, Financial Markets, Retirement Planning, Series 7, Series 63
Education
Texas Tech University - Rawls College of Business 1990 — 1994
BBA, Finance
Stratford Senior High 1987 — 1989
Diploma, General
Alan Knox Alan Knox's Invesco Aim Experience January 1996 - December 1998
Job Project Manager at Perry Homes
Industry Environmental Services
Experience
Perry Homes June 2012 - Present
TESCO January 2004 - March 2011
AIG Valic January 2002 - December 2003
AIG Valic January 2000 - December 2002
AIG Valic January 1998 - December 2000
Invesco Aim January 1996 - December 1998
Skills
Customer Service, Leadership, Management, Microsoft Office, Marketing, Project Management, Strategic Planning, Team Building, Business Development, Account Management, Operations Management
Education
Southwest Texas State University
BBA, Finance
Perry Homes June 2012 - Present
TESCO January 2004 - March 2011
AIG Valic January 2002 - December 2003
AIG Valic January 2000 - December 2002
AIG Valic January 1998 - December 2000
Invesco Aim January 1996 - December 1998
Skills
Customer Service, Leadership, Management, Microsoft Office, Marketing, Project Management, Strategic Planning, Team Building, Business Development, Account Management, Operations Management
Education
Southwest Texas State University
BBA, Finance
Jennifer Byrd's Invesco Aim Experience July 1996 - November 2003
Job Customer Experience Lead
Industry Information Technology and Services
Experience
TechInsights July 2012 - Present
Simply Interactive August 2011 - May 2012
Edward Jones July 2010 - August 2011
BlueByWays August 2008 - July 2010
Invesco Aim July 1996 - November 2003
Flipnotics December 1993 - June 1996
Skills
Proficient in MS Excel,..., Experience with..., Proficient in project..., Experience with Egnyte..., Experience with Unison, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Project Management, Training, Leadership, Customer Service, Recruiting, Navision, Pivitol, Sourcerer, TPP, Sales, Coaching, Human Resources, Account Management, Payroll, Employee Benefits, Quality Assurance, Budgets, Project Planning, Start-ups, Operations Management, Customer Satisfaction, Strategic Planning, Management
Education
Texas State University-San Marcos 1989 — 1995
BA, Theatre Arts
TechInsights July 2012 - Present
Simply Interactive August 2011 - May 2012
Edward Jones July 2010 - August 2011
BlueByWays August 2008 - July 2010
Invesco Aim July 1996 - November 2003
Flipnotics December 1993 - June 1996
Skills
Proficient in MS Excel,..., Experience with..., Proficient in project..., Experience with Egnyte..., Experience with Unison, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Project Management, Training, Leadership, Customer Service, Recruiting, Navision, Pivitol, Sourcerer, TPP, Sales, Coaching, Human Resources, Account Management, Payroll, Employee Benefits, Quality Assurance, Budgets, Project Planning, Start-ups, Operations Management, Customer Satisfaction, Strategic Planning, Management
Education
Texas State University-San Marcos 1989 — 1995
BA, Theatre Arts
Vicki Bryan's Invesco Aim Experience September 1994 - April 2006
Job Investment Management and Research; Strategic Management Consultant, Public Speaker, Writer
Industry Investment Management
Experience
Gimme Credit April 2007 - Present
Private May 2006 - Present
Invesco Aim September 1994 - April 2006
University of Houston--Clear Lake January 2001 - December 2005
Skills
Asset Management, Fixed Income, High Yield, Investment grade, Distressed Debt, Buy-side, Sell Side, Management Consulting, Mutual Funds, Industry Analysis, Gaming Industry, Leisure Industry, Lodging Industry, Homebuilding Industry, Healthcare Industry, Transportation, Airlines, Railroad Industry, Food Industry, Restaurants, Industrial Equipment, Paper Industry, Packaging Industry, Forest Products Industry, Financial Analysis, Credit Analysis, Lecturing, Investments, Investment Sales and..., Public Speaking, Team Building, Consensus Building, Excel, Bloomberg, Banking operations..., Financial Advisory, Retail Brokerage, Financial Consultant, Bank Management, Retail Management, Asset Managment, Microsoft Excel, Competitive Analysis, Banking, High Yield Bonds, Bonds, Hedge Funds, Relative Value, Equities, Capital Markets
Education
University of Houston-Clear Lake
Master of Science, Finance
Gimme Credit April 2007 - Present
Private May 2006 - Present
Invesco Aim September 1994 - April 2006
University of Houston--Clear Lake January 2001 - December 2005
Skills
Asset Management, Fixed Income, High Yield, Investment grade, Distressed Debt, Buy-side, Sell Side, Management Consulting, Mutual Funds, Industry Analysis, Gaming Industry, Leisure Industry, Lodging Industry, Homebuilding Industry, Healthcare Industry, Transportation, Airlines, Railroad Industry, Food Industry, Restaurants, Industrial Equipment, Paper Industry, Packaging Industry, Forest Products Industry, Financial Analysis, Credit Analysis, Lecturing, Investments, Investment Sales and..., Public Speaking, Team Building, Consensus Building, Excel, Bloomberg, Banking operations..., Financial Advisory, Retail Brokerage, Financial Consultant, Bank Management, Retail Management, Asset Managment, Microsoft Excel, Competitive Analysis, Banking, High Yield Bonds, Bonds, Hedge Funds, Relative Value, Equities, Capital Markets
Education
University of Houston-Clear Lake
Master of Science, Finance
Jordan Winterfeld Jordan Winterfeld's Invesco Aim Experience July 2008 - October 2009
Job Regional Vice President, Invesco
Industry Financial Services
Experience
Invesco US November 2014 - Present
Invesco October 2009 - November 2014
Invesco Aim July 2008 - October 2009
AIM Investments September 2006 - July 2008
Skills
Public Speaking, Microsoft Excel, Microsoft Word, Outstanding..., Empathy, Intuition, 401k, Alternative Investments, ETFs, FINRA, Hedge Funds, Marketing, Mutual Funds, Sales, Separately Managed..., Series 24, Series 6, Series 63, Series 65, Series 7, Wealth Management
Education
Texas A&M University 2002 — 2006
Bachelor of Arts (BA), Communication, General
Invesco US November 2014 - Present
Invesco October 2009 - November 2014
Invesco Aim July 2008 - October 2009
AIM Investments September 2006 - July 2008
Skills
Public Speaking, Microsoft Excel, Microsoft Word, Outstanding..., Empathy, Intuition, 401k, Alternative Investments, ETFs, FINRA, Hedge Funds, Marketing, Mutual Funds, Sales, Separately Managed..., Series 24, Series 6, Series 63, Series 65, Series 7, Wealth Management
Education
Texas A&M University 2002 — 2006
Bachelor of Arts (BA), Communication, General
Cara Dawn Collins Cara Dawn Collins's Invesco Aim Experience March 2000 - March 2004
Job Office Manager at Pelican Energy Partners
Industry Venture Capital & Private Equity
Experience
Pelican Energy Partners LP January 2012 - Present
Ameriprise Financial Services, Inc. June 2004 - June 2011
Invesco Aim March 2000 - March 2004
Education
Texas State University-San Marcos 1994 — 1999
Psychology
Pelican Energy Partners LP January 2012 - Present
Ameriprise Financial Services, Inc. June 2004 - June 2011
Invesco Aim March 2000 - March 2004
Education
Texas State University-San Marcos 1994 — 1999
Psychology
Daniel S. Vega, MBA's Invesco Aim Experience July 2008 - December 2008
Job Director of Financial Planning & Analysis at Desert NDT
Industry Oil & Energy
Experience
Desert NDT June 2012 - Present
Service Corporation International December 2008 - June 2012
Invesco Aim July 2008 - December 2008
Dresser-Rand June 2005 - July 2008
Merrill Lynch May 2003 - August 2003
Skills
Mergers, Acquisitions, Managerial Finance, Financial Modeling, Forecasting, Valuation, Cash Flow, Financial Analysis, Due Diligence, Inventory Accounting, Accounting, Divestitures, Strategic Financial..., Mergers & Acquisitions, Project Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Analysis, Finance, Financial Reporting, Strategy, Budgets, Business Analysis, Leadership, Acquisition Integration, Cash Flow Forecasting, Corporate Finance, Variance Analysis, Financial Accounting
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Accounting and Finance
Texas A&M University - Mays Business School 2001 — 2005
BBA, Finance
CCHS 1997 — 2001
Desert NDT June 2012 - Present
Service Corporation International December 2008 - June 2012
Invesco Aim July 2008 - December 2008
Dresser-Rand June 2005 - July 2008
Merrill Lynch May 2003 - August 2003
Skills
Mergers, Acquisitions, Managerial Finance, Financial Modeling, Forecasting, Valuation, Cash Flow, Financial Analysis, Due Diligence, Inventory Accounting, Accounting, Divestitures, Strategic Financial..., Mergers & Acquisitions, Project Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Analysis, Finance, Financial Reporting, Strategy, Budgets, Business Analysis, Leadership, Acquisition Integration, Cash Flow Forecasting, Corporate Finance, Variance Analysis, Financial Accounting
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Accounting and Finance
Texas A&M University - Mays Business School 2001 — 2005
BBA, Finance
CCHS 1997 — 2001
Shannon Eubanks Shannon Eubanks's Invesco Aim Experience 2003 - 2005
Job Procurement Technologies Learning Coordinator
Industry Oil & Energy
Experience
Chevron May 2006 - Present
Aegis Mortgage Corporation 2005 - 2006
AIM Investments 2003 - 2005
Invesco Aim 2003 - 2005
HCA 2002 - 2003
HCA 2002 - 2003
VALIC/AIG June 1999 - June 2001
Skills
Project Management, Training Delivery, Change Management, Training, Organizational..., Leadership Development, Program Management, Leadership, Team Building, Business Process..., Management, Talent Management, Workshop Facilitation, Project Planning, Business Analysis, Instructional Design, Performance Management, Team Leadership, Consulting, Performance Improvement, Cross-functional Team..., Management Consulting, Employee Relations, Process Improvement
Education
The University of Texas at Arlington 1988 — 1992
Bachelor's of Arts, Russian
Chevron May 2006 - Present
Aegis Mortgage Corporation 2005 - 2006
AIM Investments 2003 - 2005
Invesco Aim 2003 - 2005
HCA 2002 - 2003
HCA 2002 - 2003
VALIC/AIG June 1999 - June 2001
Skills
Project Management, Training Delivery, Change Management, Training, Organizational..., Leadership Development, Program Management, Leadership, Team Building, Business Process..., Management, Talent Management, Workshop Facilitation, Project Planning, Business Analysis, Instructional Design, Performance Management, Team Leadership, Consulting, Performance Improvement, Cross-functional Team..., Management Consulting, Employee Relations, Process Improvement
Education
The University of Texas at Arlington 1988 — 1992
Bachelor's of Arts, Russian
Evan Martin Evan Martin's Invesco Aim Experience 2006 - 2008
Job Internal Sales Consultant at Hines Securities
Industry Financial Services
Experience
Hines Securities August 2010 - Present
Hines Securities 2009 - August 2010
Hines Securities 2008 - 2009
Invesco Aim 2006 - 2008
Skills
Investments, Series 7, Sales, Series 63, Asset Management, Financial Analysis, Alternative Investments, Mutual Funds, Finance, Microsoft Excel
Education
Texas A&M University 2001 — 2006
Bachelor of Science, Economics
Hines Securities August 2010 - Present
Hines Securities 2009 - August 2010
Hines Securities 2008 - 2009
Invesco Aim 2006 - 2008
Skills
Investments, Series 7, Sales, Series 63, Asset Management, Financial Analysis, Alternative Investments, Mutual Funds, Finance, Microsoft Excel
Education
Texas A&M University 2001 — 2006
Bachelor of Science, Economics
Karl Farmer, CFA's Invesco Aim Experience January 2003 - July 2008
Job Portfolio Manager at Abbot Downing
Industry Investment Management
Experience
Abbot Downing August 2013 - Present
BBVA Compass June 2010 - August 2013
Invesco Aim January 2003 - July 2008
Invesco Aim March 2000 - December 2002
Invesco Aim July 1998 - February 2000
Greenlight Capital 1997 - 1997
William M. Mercer, Inc. 1990 - 1996
Skills
Chartered Financial..., Asset Management, Investments, Fundamental Research, Investment Advisory, Equities, Series 7, Portfolio Management, Financial Modeling, Equity Research, Fixed Income, Investment Management, Alternative Investments, Emerging Markets, Management, Mutual Funds, Asset Managment, Hedge Funds, Valuation, Research, Wealth Management, Bloomberg, Retirement Planning, Capital Markets, Finance, Strategy, Risk Management, Asset Allocation, Chartered Financial..., Banking, Economics
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance/Investment Management
Texas A&M University 1986 — 1990
BS, Economics/Mathematics
Abbot Downing August 2013 - Present
BBVA Compass June 2010 - August 2013
Invesco Aim January 2003 - July 2008
Invesco Aim March 2000 - December 2002
Invesco Aim July 1998 - February 2000
Greenlight Capital 1997 - 1997
William M. Mercer, Inc. 1990 - 1996
Skills
Chartered Financial..., Asset Management, Investments, Fundamental Research, Investment Advisory, Equities, Series 7, Portfolio Management, Financial Modeling, Equity Research, Fixed Income, Investment Management, Alternative Investments, Emerging Markets, Management, Mutual Funds, Asset Managment, Hedge Funds, Valuation, Research, Wealth Management, Bloomberg, Retirement Planning, Capital Markets, Finance, Strategy, Risk Management, Asset Allocation, Chartered Financial..., Banking, Economics
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance/Investment Management
Texas A&M University 1986 — 1990
BS, Economics/Mathematics
Matt E. Johnson's Invesco Aim Experience May 2002 - June 2003
Job Senior Director, Financial Planning & Analysis at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance September 2014 - Present
Liberty Mutual Insurance April 2013 - September 2014
Dell March 2011 - April 2013
Dell October 2008 - March 2011
Dell June 2005 - October 2008
Beach & Company International PLLC June 2003 - June 2005
Invesco Aim May 2002 - June 2003
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Annual Planning, Return on Investment, Cost Benefit, Business Case Modelling, Month End Close, Operating Budgets, Working Capital..., Problem Solving, Cross-functional Team..., Process Improvement, Business Process..., Data Analysis, Business Analysis, Management
Education
University of Florida - Warrington College Of Business 2009 — 2011
Master of Business Administration (MBA)
The University of Texas at Austin 1998 — 2002
Bachelor of Arts (BA), Economics
Liberty Mutual Insurance September 2014 - Present
Liberty Mutual Insurance April 2013 - September 2014
Dell March 2011 - April 2013
Dell October 2008 - March 2011
Dell June 2005 - October 2008
Beach & Company International PLLC June 2003 - June 2005
Invesco Aim May 2002 - June 2003
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Annual Planning, Return on Investment, Cost Benefit, Business Case Modelling, Month End Close, Operating Budgets, Working Capital..., Problem Solving, Cross-functional Team..., Process Improvement, Business Process..., Data Analysis, Business Analysis, Management
Education
University of Florida - Warrington College Of Business 2009 — 2011
Master of Business Administration (MBA)
The University of Texas at Austin 1998 — 2002
Bachelor of Arts (BA), Economics
Cara Freeman Cara Freeman's Invesco Aim Experience November 1998 - August 2006
Job Owner/ Chief Social Strategist at Socially Spun Social Media Management
Industry Marketing and Advertising
Experience
Diagnostic Medical Sonography August 2013 - Present
Sisters C Heart Happy Designs, LLC July 2011 - Present
Groupon March 2012 - September 2012
Wells Fargo May 2008 - June 2011
State Farm Insurance August 2006 - May 2008
Invesco Aim November 1998 - August 2006
Skills
Salesforce.com, Sales, Investments, Account Management, Social Media, Marketing, Lead Generation, Sales Management, New Business Development, Social Media Marketing, Strategy, Leadership, Cold Calling
Education
The University of Texas at Austin 1993 — 1997
BS, Kinesiology
ABTech Community College
Associate of Arts and Sciences (A.A.S.), Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
Diagnostic Medical Sonography August 2013 - Present
Sisters C Heart Happy Designs, LLC July 2011 - Present
Groupon March 2012 - September 2012
Wells Fargo May 2008 - June 2011
State Farm Insurance August 2006 - May 2008
Invesco Aim November 1998 - August 2006
Skills
Salesforce.com, Sales, Investments, Account Management, Social Media, Marketing, Lead Generation, Sales Management, New Business Development, Social Media Marketing, Strategy, Leadership, Cold Calling
Education
The University of Texas at Austin 1993 — 1997
BS, Kinesiology
ABTech Community College
Associate of Arts and Sciences (A.A.S.), Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
Tom Marik Tom Marik's Invesco Aim Experience April 2003 - July 2007
Job Regional Sales Consultant at Federated Investors
Industry Financial Services
Experience
Federated Investors 2008 - Present
Claymore Securities July 2007 - April 2008
Invesco Aim April 2003 - July 2007
Invesco Aim September 1998 - April 2003
City of Houston September 1997 - September 1998
Adirondack Lumberjacks June 1997 - September 1997
Skills
Mutual Funds, Series 7, Investments, Securities, Public Speaking
Education
University of Houston 1995 — 1999
BS, Sociology Finance
Galveston College 1993 — 1995
AA, General
Federated Investors 2008 - Present
Claymore Securities July 2007 - April 2008
Invesco Aim April 2003 - July 2007
Invesco Aim September 1998 - April 2003
City of Houston September 1997 - September 1998
Adirondack Lumberjacks June 1997 - September 1997
Skills
Mutual Funds, Series 7, Investments, Securities, Public Speaking
Education
University of Houston 1995 — 1999
BS, Sociology Finance
Galveston College 1993 — 1995
AA, General
Ty Spieker Ty Spieker's Invesco Aim Experience September 1997 - September 2004
Job Accounting/Financial Professional
Industry Accounting
Experience
Hanger, Inc. February 2014 - May 2014
Campus Advantage January 2014 - March 2014
Lutheren Southern Sercices August 2013 - November 2013
DoubleHorn Communications August 2012 - April 2013
Austin Country Club 2005 - 2012
Invesco Aim September 1997 - September 2004
Skills
Strategic Financial..., Client Relationship..., Portfolio Management, Organizational..., Customer Service &..., Financial Reporting, Accounting Software, Training & Coaching, Inventory Control, P&L Responsibility, Employee Relations, Human Resources, Capital Budgeting, Budget Process, Budgetary Control, Controllership, Cost Analysis, GAAP, CRM, Accounting Applications, Cost Benefit, Customer Service, Analysis, Auditing, Accounts Receivable, Tax, Hyperion Enterprise, Program Management, Process Improvement, Revenue Recognition, Management, SEC filings, General Ledger, Financial Statements, Accounts Payable, Internal Audit, Great Plains Software, Expenses, Accounting, Cost Accounting, Clutter Control, Payroll, Finance, Leadership, Balance Sheet, Accruals, Variance Analysis, P&L Management, Cash Flow Forecasting, Forecasting
Education
Southwest Texas State University 1993 — 1997
BBA, Finance/Accounting
Hanger, Inc. February 2014 - May 2014
Campus Advantage January 2014 - March 2014
Lutheren Southern Sercices August 2013 - November 2013
DoubleHorn Communications August 2012 - April 2013
Austin Country Club 2005 - 2012
Invesco Aim September 1997 - September 2004
Skills
Strategic Financial..., Client Relationship..., Portfolio Management, Organizational..., Customer Service &..., Financial Reporting, Accounting Software, Training & Coaching, Inventory Control, P&L Responsibility, Employee Relations, Human Resources, Capital Budgeting, Budget Process, Budgetary Control, Controllership, Cost Analysis, GAAP, CRM, Accounting Applications, Cost Benefit, Customer Service, Analysis, Auditing, Accounts Receivable, Tax, Hyperion Enterprise, Program Management, Process Improvement, Revenue Recognition, Management, SEC filings, General Ledger, Financial Statements, Accounts Payable, Internal Audit, Great Plains Software, Expenses, Accounting, Cost Accounting, Clutter Control, Payroll, Finance, Leadership, Balance Sheet, Accruals, Variance Analysis, P&L Management, Cash Flow Forecasting, Forecasting
Education
Southwest Texas State University 1993 — 1997
BBA, Finance/Accounting
Diana Vargas Le Diana Vargas Le's Invesco Aim Experience September 2005 - March 2008
Job Patient Services at Sugar Land TSO
Industry Medical Practice
Experience
Sugar Land TSO March 2013 - Present
Invesco Aim September 2005 - March 2008
Skills
Customer Service, Microsoft Word, Outlook, Microsoft Excel, Microsoft Office, Team Building, Social Media, Social Media Marketing, Creative Strategy, PowerPoint, Public Speaking
Education
University of Houston 1997 — 2003
BBA, Business
Sugar Land TSO March 2013 - Present
Invesco Aim September 2005 - March 2008
Skills
Customer Service, Microsoft Word, Outlook, Microsoft Excel, Microsoft Office, Team Building, Social Media, Social Media Marketing, Creative Strategy, PowerPoint, Public Speaking
Education
University of Houston 1997 — 2003
BBA, Business
Ronald Boyd II Ronald Boyd II's Invesco Aim Experience 1995 - 2000
Job Business Development at Visikard
Industry Information Services
Experience
Visikard September 2012 - Present
MYASSIST/NOEL GROUP April 2011 - September 2012
Avaya 2010 - April 2011
MIDWEST FUTURES 2009 - 2010
JOHN W. HENRY & CO, Inc. 2003 - 2008
IVY FUNDS 2000 - 2003
Invesco Aim 1995 - 2000
Skills
Financial Services, Relationship Management, Telematics, Mutual Funds, Investments, Portfolio Management, New Business Development, Asset Managment, Series 7, Start-ups, Venture Capital, Team Leadership, Project Management, Private Equity, Strategic Planning, Insurance, Account Management, Negotiation, Strategic Financial..., Mergers, series 66, Series 3, Series 30, Life & Health Insurance..., Life health variable..., Mortgage licenses, Business Development, Mobile Devices, Product Management
Education
University of Houston 1990 — 1995
BBA, FINANCE, ECONOMICS
Visikard September 2012 - Present
MYASSIST/NOEL GROUP April 2011 - September 2012
Avaya 2010 - April 2011
MIDWEST FUTURES 2009 - 2010
JOHN W. HENRY & CO, Inc. 2003 - 2008
IVY FUNDS 2000 - 2003
Invesco Aim 1995 - 2000
Skills
Financial Services, Relationship Management, Telematics, Mutual Funds, Investments, Portfolio Management, New Business Development, Asset Managment, Series 7, Start-ups, Venture Capital, Team Leadership, Project Management, Private Equity, Strategic Planning, Insurance, Account Management, Negotiation, Strategic Financial..., Mergers, series 66, Series 3, Series 30, Life & Health Insurance..., Life health variable..., Mortgage licenses, Business Development, Mobile Devices, Product Management
Education
University of Houston 1990 — 1995
BBA, FINANCE, ECONOMICS
Aamil Noorani Aamil Noorani's Invesco Aim Experience April 2010 - August 2010
Job Adv. Business Intelligence Analyst at Invesco Ltd.
Industry Information Technology and Services
Experience
Invesco Ltd. August 2010 - Present
Invesco Aim April 2010 - August 2010
Skills
Crystal Reports, Microsoft SQL Server, Data Modeling, Databases, T-SQL, SQL, Business Analysis, Business Intelligence..., Oracle, Access, Unix, SSRS, Informatica, Business Intelligence, SharePoint
Education
University of Houston 2005 — 2009
Bachelor, Computer Information Systems
North Harris College 2004 — 2005
Associates, Information Systems
St. Petersburg College 2002 — 2004
Associates, Health Information Systems
Invesco Ltd. August 2010 - Present
Invesco Aim April 2010 - August 2010
Skills
Crystal Reports, Microsoft SQL Server, Data Modeling, Databases, T-SQL, SQL, Business Analysis, Business Intelligence..., Oracle, Access, Unix, SSRS, Informatica, Business Intelligence, SharePoint
Education
University of Houston 2005 — 2009
Bachelor, Computer Information Systems
North Harris College 2004 — 2005
Associates, Information Systems
St. Petersburg College 2002 — 2004
Associates, Health Information Systems
Rick Anthony Rick Anthony's Invesco Aim Experience 2007 - 2009
Job President at Professional Planning Group
Industry Financial Services
Experience
Professional Planning Group August 2012 - Present
Invesco Ltd. June 2010 - September 2011
INVESCO/INVESCO AIM 2009 - March 2011
Invesco Aim 2007 - 2009
AIM Investments January 2000 - October 2007
AIM Investments January 2007 - 2007
Glenbrook Life 1998 - 1999
Education
State University of New York College at Geneseo 1985 — 1989
B.A., History
Oneonta High School 1985 — 1985
Mount Assumption Institute 1981 — 1985
Professional Planning Group August 2012 - Present
Invesco Ltd. June 2010 - September 2011
INVESCO/INVESCO AIM 2009 - March 2011
Invesco Aim 2007 - 2009
AIM Investments January 2000 - October 2007
AIM Investments January 2007 - 2007
Glenbrook Life 1998 - 1999
Education
State University of New York College at Geneseo 1985 — 1989
B.A., History
Oneonta High School 1985 — 1985
Mount Assumption Institute 1981 — 1985
Andy Vu's Invesco Aim Experience April 1995 - August 1997
Job Sr. Recruiter at Randstad Sourceright US
Industry Staffing and Recruiting
Experience
Randstad Sourceright US May 2007 - Present
Randstad Sourceright, US October 2010 - May 2013
American Family Insurance in partnership with Randstad Sourceright May 2008 - December 2011
Spherion Recruitment Processing Outsourcing (RPO) - Sourceright May 2007 - May 2008
Foresters 2003 - 2006
American General Securities Inc. 1999 - 2003
Invesco Aim April 1995 - August 1997
ADP 1990 - 1993
Skills
Talent Acquisition, Recruiting, Sourcing, Applicant Tracking..., Technical Recruiting, Human Resources, Insurance, Talent Management, Employee Benefits, Employee Relations, Internet Recruiting, Leadership, Management, College Recruiting, Temporary Placement, Onboarding, Personnel Management, Networking, Performance Management, Strategic Sourcing, Sales, Succession Planning, RPO, Training, Strategy, Interviews, Executive Search, Contract Recruitment, Screening Resumes, Staffing Services, Taleo, Time Management
Education
University of Houston, C.T. Bauer College of Business 1989 — 1994
BBA, Finance
Randstad Sourceright US May 2007 - Present
Randstad Sourceright, US October 2010 - May 2013
American Family Insurance in partnership with Randstad Sourceright May 2008 - December 2011
Spherion Recruitment Processing Outsourcing (RPO) - Sourceright May 2007 - May 2008
Foresters 2003 - 2006
American General Securities Inc. 1999 - 2003
Invesco Aim April 1995 - August 1997
ADP 1990 - 1993
Skills
Talent Acquisition, Recruiting, Sourcing, Applicant Tracking..., Technical Recruiting, Human Resources, Insurance, Talent Management, Employee Benefits, Employee Relations, Internet Recruiting, Leadership, Management, College Recruiting, Temporary Placement, Onboarding, Personnel Management, Networking, Performance Management, Strategic Sourcing, Sales, Succession Planning, RPO, Training, Strategy, Interviews, Executive Search, Contract Recruitment, Screening Resumes, Staffing Services, Taleo, Time Management
Education
University of Houston, C.T. Bauer College of Business 1989 — 1994
BBA, Finance
Kelly Jamail Merlo Kelly Jamail Merlo's Invesco Aim Experience 1992 - 1995
Job Project Manager and Business Analyst
Industry Information Technology and Services
Experience
iLikeCoins September 2007 - Present
Compeat Restaurant Management Systems April 2012 - February 2014
Charity Dynamics March 2010 - April 2011
Compeat Restaurant Management Systems August 2009 - April 2010
3M March 2008 - May 2009
Digital Motorworks 2003 - 2007
Seton Family of Hospitals October 2001 - November 2003
Bank of America August 1999 - September 2000
AIG 1995 - 1999
Invesco Aim 1992 - 1995
Skills
Project Management, HTML, Training, Business Intelligence, Agile Methodologies, Email Marketing, Databases, Software Development, Strategic Planning, Microsoft SQL Server, Sales, SQL, Software Project..., Social Media
Education
University of Phoenix 2002 — 2005
MSCIS, Computer Information Systems
University of Houston 1990 — 1992
BA, Radio and TV
The University of Texas at Austin 1987 — 1989
Radio, Television and Film
iLikeCoins September 2007 - Present
Compeat Restaurant Management Systems April 2012 - February 2014
Charity Dynamics March 2010 - April 2011
Compeat Restaurant Management Systems August 2009 - April 2010
3M March 2008 - May 2009
Digital Motorworks 2003 - 2007
Seton Family of Hospitals October 2001 - November 2003
Bank of America August 1999 - September 2000
AIG 1995 - 1999
Invesco Aim 1992 - 1995
Skills
Project Management, HTML, Training, Business Intelligence, Agile Methodologies, Email Marketing, Databases, Software Development, Strategic Planning, Microsoft SQL Server, Sales, SQL, Software Project..., Social Media
Education
University of Phoenix 2002 — 2005
MSCIS, Computer Information Systems
University of Houston 1990 — 1992
BA, Radio and TV
The University of Texas at Austin 1987 — 1989
Radio, Television and Film
David Altimont David Altimont's Invesco Aim Experience 1986 - 1995
Job Retirement Practice Leader at Lockton Dallas
Industry Investment Management
Experience
Lockton Companies 2004 - Present
Scudder Investments 1996 - 2000
Invesco Aim 1986 - 1995
Skills
ERISA, Defined Benefit, Retirement, 401k, Retirement Planning, Pensions, Investments, Defined Contribution, Financial Services, Investment Advisory, Benchmarking, Consulting, Qualified Retirement..., Mutual Funds, Series 6, Series 7, Profit Sharing, Series 63, Financial Advisory, Employee Benefits, Benefits Administration, Asset Allocation, 401(k) Consulting, Fee Benchmarking, Fee, Risk Management, Retirement Plan..., Deferred Compensation, Mergers & Acquisitions
Education
University of Denver - Sturm College of Law 1989 — 1992
Doctor of Jurisprudence, Law
University of Toledo 1979 — 1982
B.A., Economics
Lockton Companies 2004 - Present
Scudder Investments 1996 - 2000
Invesco Aim 1986 - 1995
Skills
ERISA, Defined Benefit, Retirement, 401k, Retirement Planning, Pensions, Investments, Defined Contribution, Financial Services, Investment Advisory, Benchmarking, Consulting, Qualified Retirement..., Mutual Funds, Series 6, Series 7, Profit Sharing, Series 63, Financial Advisory, Employee Benefits, Benefits Administration, Asset Allocation, 401(k) Consulting, Fee Benchmarking, Fee, Risk Management, Retirement Plan..., Deferred Compensation, Mergers & Acquisitions
Education
University of Denver - Sturm College of Law 1989 — 1992
Doctor of Jurisprudence, Law
University of Toledo 1979 — 1982
B.A., Economics
J. G. Lallande J. G. Lallande's Invesco Aim Experience January 2005 - January 2006
Job AVP & Counsel at Pacific Life
Industry Investment Management
Experience
Pacific Life October 2010 - Present
Invesco January 2006 - September 2010
Invesco Aim January 2005 - January 2006
Invesco Aim May 2001 - January 2005
Invesco Aim September 1998 - May 2001
Skills
Mutual Funds, Securities, FINRA, Securities Regulation, Hedge Funds, Investments, Alternative Investments, Investment Advisory, Asset Managment, Fixed Income, Investment Strategies, Equities, Asset Management, Private Equity, Investment Management, Financial Services, Financial Advisory, AML
Education
University of Houston Law Center 2001 — 2005
Juris Doctor
University of California, Davis 1996 — 1998
Bachelor of Arts, Political Science
Davis High School 1986 — 1988
Pacific Life October 2010 - Present
Invesco January 2006 - September 2010
Invesco Aim January 2005 - January 2006
Invesco Aim May 2001 - January 2005
Invesco Aim September 1998 - May 2001
Skills
Mutual Funds, Securities, FINRA, Securities Regulation, Hedge Funds, Investments, Alternative Investments, Investment Advisory, Asset Managment, Fixed Income, Investment Strategies, Equities, Asset Management, Private Equity, Investment Management, Financial Services, Financial Advisory, AML
Education
University of Houston Law Center 2001 — 2005
Juris Doctor
University of California, Davis 1996 — 1998
Bachelor of Arts, Political Science
Davis High School 1986 — 1988
Susanna Chan Susanna Chan's Invesco Aim Experience August 2006 - June 2010
Job Regional Vice President at American Beacon Advisors
Industry Financial Services
Experience
American Beacon Advisors February 2011 - Present
Invesco Aim August 2006 - June 2010
Invesco Aim June 2000 - August 2006
Morgan Stanley December 1998 - May 2000
Skills
Wholesaling, Series 63, Mutual Funds, Series 7, Securities
Education
The University of British Columbia
Bachelor of Arts
American Beacon Advisors February 2011 - Present
Invesco Aim August 2006 - June 2010
Invesco Aim June 2000 - August 2006
Morgan Stanley December 1998 - May 2000
Skills
Wholesaling, Series 63, Mutual Funds, Series 7, Securities
Education
The University of British Columbia
Bachelor of Arts
Horace Williams III Horace Williams III's Invesco Aim Experience February 2001 - February 2005
Job Systems Analyst at Invesco
Industry Information Services
Experience
Invesco November 2009 - Present
Invesco March 2005 - December 2008
Invesco Aim February 2001 - February 2005
Invesco AIM May 1998 - February 2001
Invesco Aim January 1997 - April 1998
Invesco Aim January 1996 - January 1997
Skills
Financial Analysis, Business Analysis, Finance, Financial Reporting, Leadership, Training, Project Management, Microsoft Excel, Data Analysis, Equities, Portfolio Management, Fixed Income, Financial Services, Change Management, Accounting, Program Management, Banking, Back Office, Software Documentation, Management
Education
Texas Southern University 1990 — 1995
BA, Business Management
O. Perry Walker High School
Invesco November 2009 - Present
Invesco March 2005 - December 2008
Invesco Aim February 2001 - February 2005
Invesco AIM May 1998 - February 2001
Invesco Aim January 1997 - April 1998
Invesco Aim January 1996 - January 1997
Skills
Financial Analysis, Business Analysis, Finance, Financial Reporting, Leadership, Training, Project Management, Microsoft Excel, Data Analysis, Equities, Portfolio Management, Fixed Income, Financial Services, Change Management, Accounting, Program Management, Banking, Back Office, Software Documentation, Management
Education
Texas Southern University 1990 — 1995
BA, Business Management
O. Perry Walker High School
Matthew Kohlman's Invesco Aim Experience September 2007 - September 2009
Job Senior managing editor, refined oil products
Industry Oil & Energy
Experience
Platts November 2009 - Present
Invesco Aim September 2007 - September 2009
GES Exposition Services June 2005 - September 2007
Wachovia Securities May 2004 - February 2005
The Associated Press January 1990 - August 2002
Skills
Energy Industry, Journalism, Stories, Pricing, Energy Sector, Market Analysis, Energy, Copywriting, Social Media Marketing, Storytelling, Competitive Analysis, Editorial, Publications, Web Content, Newspaper, Commodity, Editing, Investigative Reporting, Feature Articles, Business Strategy, Publishing, Social Media, Financial Analysis, Trading, Press Releases, Ap Style, Commodity Markets, Leadership, Media Relations, Business Development, News Writing, Strategy, International Business, Market Research, Online Journalism, Management, Marketing Strategy, Digital Media, Financial Modeling, Marketing Communications, Strategic Communications, Cross-functional Team..., Content Management, Analysis, Public Relations, Blogging, Petroleum, Copy Editing, Newspapers, Crisis Communications
Education
Thunderbird 2004 — 2004
MBA, International Management
University of Houston 2002 — 2004
MBA, Business Management
South Dakota State University 1985 — 1989
BS, Journalism
Platts November 2009 - Present
Invesco Aim September 2007 - September 2009
GES Exposition Services June 2005 - September 2007
Wachovia Securities May 2004 - February 2005
The Associated Press January 1990 - August 2002
Skills
Energy Industry, Journalism, Stories, Pricing, Energy Sector, Market Analysis, Energy, Copywriting, Social Media Marketing, Storytelling, Competitive Analysis, Editorial, Publications, Web Content, Newspaper, Commodity, Editing, Investigative Reporting, Feature Articles, Business Strategy, Publishing, Social Media, Financial Analysis, Trading, Press Releases, Ap Style, Commodity Markets, Leadership, Media Relations, Business Development, News Writing, Strategy, International Business, Market Research, Online Journalism, Management, Marketing Strategy, Digital Media, Financial Modeling, Marketing Communications, Strategic Communications, Cross-functional Team..., Content Management, Analysis, Public Relations, Blogging, Petroleum, Copy Editing, Newspapers, Crisis Communications
Education
Thunderbird 2004 — 2004
MBA, International Management
University of Houston 2002 — 2004
MBA, Business Management
South Dakota State University 1985 — 1989
BS, Journalism
Aaron Dunn's Invesco Aim Experience 2006 - 2007
Job Senior Equity Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance May 2012 - Present
Pioneer Investments January 2008 - April 2012
Invesco AIM 2006 - 2007
Education
The University of Texas at Austin 2004 — 2006
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
Masters in Business Administration, Finance
University of Arkansas 1994 — 1998
BSBA, Financial Management
Eaton Vance May 2012 - Present
Pioneer Investments January 2008 - April 2012
Invesco AIM 2006 - 2007
Education
The University of Texas at Austin 2004 — 2006
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
Masters in Business Administration, Finance
University of Arkansas 1994 — 1998
BSBA, Financial Management
Jennifer Tickle's Invesco Aim Experience 2005 - Present
Job Product Manager at Invesco Aim
Industry Financial Services
Experience
Invesco Aim 2005 - Present
Invesco Ltd. 2005 - Present
Invesco Aim Investments 1995 - Present
Education
University of Houston 1998 — 2002
MBA, Finance
The University of Texas at Austin 1991 — 1995
Invesco Aim 2005 - Present
Invesco Ltd. 2005 - Present
Invesco Aim Investments 1995 - Present
Education
University of Houston 1998 — 2002
MBA, Finance
The University of Texas at Austin 1991 — 1995
Rachel Melcher's Invesco Aim Experience December 1999 - June 2002
Job Sr. Systems Analyst at Invesco
Industry Financial Services
Experience
Invesco June 2002 - Present
Invesco 1991 - 2015
Invesco 1991 - 2015
Invesco Aim December 1999 - June 2002
Invesco Aim October 1998 - December 1999
Skills
Databases, Management, Access, Project Management, Strategy, Microsoft Excel, Bloomberg, Business Analysis, Mutual Funds, VBA, Integration, Management Consulting, Investments, Competitive Analysis, Microsoft Access, Project Planning, Eagle, Data Migration, Analysis
Education
Stephen F. Austin State University 1987 — 1991
BBA, Finance
Invesco June 2002 - Present
Invesco 1991 - 2015
Invesco 1991 - 2015
Invesco Aim December 1999 - June 2002
Invesco Aim October 1998 - December 1999
Skills
Databases, Management, Access, Project Management, Strategy, Microsoft Excel, Bloomberg, Business Analysis, Mutual Funds, VBA, Integration, Management Consulting, Investments, Competitive Analysis, Microsoft Access, Project Planning, Eagle, Data Migration, Analysis
Education
Stephen F. Austin State University 1987 — 1991
BBA, Finance
Jennifer Womack's Invesco Aim Experience 2004 - Present
Job trainer at AIM
Industry Financial Services
Experience
Invesco Aim 2004 - Present
Education
University of Houston 1998 — 2003
Invesco Aim 2004 - Present
Education
University of Houston 1998 — 2003
Andrew Fritsch's Invesco Aim Experience 2006 - 2008
Job Senior Compliance Officer at Invesco
Industry Financial Services
Experience
Invesco US March 2014 - Present
Invesco July 2012 - Present
Invesco Ltd. 2010 - October 2012
AIM Investments 2008 - 2010
INVESCO AIM 2006 - 2008
The Daily Cougar 2001 - 2003
Skills
Mutual Funds, Copywriting, Marketing Communications, Investments, Journalism, Financial Services, Editing, Marketing, Relationship Management, Microsoft Office, Market Research, Series 6, ETFs, Securities, FINRA, Series 7, Alternative Investments, Equities, Finance, Investment Management, Series 63, Due Diligence
Education
University of Houston 1999 — 2003
B.A., Advertising
Invesco US March 2014 - Present
Invesco July 2012 - Present
Invesco Ltd. 2010 - October 2012
AIM Investments 2008 - 2010
INVESCO AIM 2006 - 2008
The Daily Cougar 2001 - 2003
Skills
Mutual Funds, Copywriting, Marketing Communications, Investments, Journalism, Financial Services, Editing, Marketing, Relationship Management, Microsoft Office, Market Research, Series 6, ETFs, Securities, FINRA, Series 7, Alternative Investments, Equities, Finance, Investment Management, Series 63, Due Diligence
Education
University of Houston 1999 — 2003
B.A., Advertising
Elaine Erdem's Invesco Aim Experience 2003 - Present
Job Compliance Officer Invesco
Industry Financial Services
Experience
Invesco Ltd. October 2003 - Present
Invesco Aim 2003 - Present
Education
University of Houston-Clear Lake 1998 — 2001
Invesco Ltd. October 2003 - Present
Invesco Aim 2003 - Present
Education
University of Houston-Clear Lake 1998 — 2001
Paula Hammon's Invesco Aim Experience September 1996 - June 2010
Job Communications Resources Manager at Invesco
Industry Marketing and Advertising
Experience
Invesco September 1996 - Present
Invesco Aim September 1996 - June 2010
Corporate Services, Incorporated 1979 - 1991
Skills
Direct Marketing
Education
Glassell School of Art 2003 — 2013
Photography
The University of Texas at Austin 1967 — 1969
Communications
Invesco September 1996 - Present
Invesco Aim September 1996 - June 2010
Corporate Services, Incorporated 1979 - 1991
Skills
Direct Marketing
Education
Glassell School of Art 2003 — 2013
Photography
The University of Texas at Austin 1967 — 1969
Communications
Lashawnda Johnson's Invesco Aim Experience July 1993 - Present
Job Training Manager at AIM Investments
Industry Financial Services
Experience
Invesco Ltd. 2008 - Present
Invesco Aim July 1993 - Present
Invesco Aim 1993 - Present
Education
University of Houston, C.T. Bauer College of Business 1985 — 1990
Invesco Ltd. 2008 - Present
Invesco Aim July 1993 - Present
Invesco Aim 1993 - Present
Education
University of Houston, C.T. Bauer College of Business 1985 — 1990
Kurt Lofters's Invesco Aim Experience 2001 - 2005
Job Senior Investment Consultant at Gray & Co
Industry Financial Services
Experience
Gray & Co February 2007 - Present
Merrill Lynch 2005 - 2007
Invesco Aim 2001 - 2005
Education
Syracuse University 1998 — 1999
MPA, Public Administration
SUNY at Buffalo 1994 — 1996
Bachelors, Biology
Gray & Co February 2007 - Present
Merrill Lynch 2005 - 2007
Invesco Aim 2001 - 2005
Education
Syracuse University 1998 — 1999
MPA, Public Administration
SUNY at Buffalo 1994 — 1996
Bachelors, Biology
Christopher Allen, CFA's Invesco Aim Experience June 2009 - August 2009
Job High Yield Analyst at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed May 2014 - Present
American Century Investments July 2010 - May 2014
Invesco Aim June 2009 - August 2009
Boyer Corporon Wealth Management November 2006 - May 2008
PNC Bank; Midland Loan Services September 2005 - November 2006
Skills
Investments, Analysis, Equity Research, Investment Strategies, Equities, Bloomberg, Data Analysis, Valuation, Financial Modeling, Investment Management, Equity Valuation, Bonds
Education
University of Wisconsin-Madison - School of Business 2008 — 2010
MBA, Applied Securities Analysis Program
The University of Kansas 2001 — 2005
Finance, Finance and Philosophy
Waddell & Reed May 2014 - Present
American Century Investments July 2010 - May 2014
Invesco Aim June 2009 - August 2009
Boyer Corporon Wealth Management November 2006 - May 2008
PNC Bank; Midland Loan Services September 2005 - November 2006
Skills
Investments, Analysis, Equity Research, Investment Strategies, Equities, Bloomberg, Data Analysis, Valuation, Financial Modeling, Investment Management, Equity Valuation, Bonds
Education
University of Wisconsin-Madison - School of Business 2008 — 2010
MBA, Applied Securities Analysis Program
The University of Kansas 2001 — 2005
Finance, Finance and Philosophy
Jeff Germany's Invesco Aim Experience January 2001 - June 2006
Job Real Estate Applications Team Lead
Industry Financial Services
Experience
Invesco Ltd. June 2006 - Present
Invesco Aim January 2001 - June 2006
AIM Investments 2001 - 2006
Skills
Project Management, Vendor Management, Business Analysis, IT Management, IT Strategy, Risk Management, Disaster Recovery, Trading Systems, Requirements Analysis, Asset Management, Market Data, ITIL, Portfolio Management, Software Project...
Education
University of Houston 1997 — 2000
MIS, Business Administration, Management Information Systems
Invesco Ltd. June 2006 - Present
Invesco Aim January 2001 - June 2006
AIM Investments 2001 - 2006
Skills
Project Management, Vendor Management, Business Analysis, IT Management, IT Strategy, Risk Management, Disaster Recovery, Trading Systems, Requirements Analysis, Asset Management, Market Data, ITIL, Portfolio Management, Software Project...
Education
University of Houston 1997 — 2000
MIS, Business Administration, Management Information Systems
Shelby Hutto-Stegent's Invesco Aim Experience October 2004 - June 2010
Job Sales Strategy Manager at Invesco
Industry Financial Services
Experience
Invesco June 2013 - November 2014
Invesco Ltd. June 2010 - June 2013
Invesco Aim October 2004 - June 2010
AIM Investments March 2002 - October 2004
AIM Investments May 2000 - March 2002
Skills
Mutual Funds, Investments, Asset Managment, ETFs, Marketing, Risk Management, Business Development, Portfolio Management, Management, Financial Services, Series 7, Asset Management, Asset Allocation, Separately Managed..., Series 63, Wealth Management, Investment Strategies, Alternative Investments, Relationship Management, Investment Management
Education
Texas State University 1996 — 2000
Invesco June 2013 - November 2014
Invesco Ltd. June 2010 - June 2013
Invesco Aim October 2004 - June 2010
AIM Investments March 2002 - October 2004
AIM Investments May 2000 - March 2002
Skills
Mutual Funds, Investments, Asset Managment, ETFs, Marketing, Risk Management, Business Development, Portfolio Management, Management, Financial Services, Series 7, Asset Management, Asset Allocation, Separately Managed..., Series 63, Wealth Management, Investment Strategies, Alternative Investments, Relationship Management, Investment Management
Education
Texas State University 1996 — 2000
Karl Pry's Invesco Aim Experience 1998 - 2008
Job Director of Human Resources
Industry Human Resources
Experience
HR Strategies 2010 - Present
Invesco Aim 1998 - 2008
AIM Investments 1998 - 2008
AIM Investments January 1998 - January 2002
CAMCO INTERNATIONAL, INC January 1991 - January 1998
Camco International (now a part of Schlumberger) 1991 - 1998
HUGHES January 1990 - January 1991
M.W January 1986 - January 1989
SONAT, INC January 1984 - January 1986
Skills
Employee Relations, Compensation, Performance Management, Benefits, Succession Planning, Talent Management, HRIS, Leadership Development, Organizational..., Change Management, Workforce Planning, Coaching, Team Building, Benefits Administration, HR Policies, Organizational..., Mergers, Talent Acquisition, Strategic Planning, Employee Benefits, Employee Engagement, Employment Law, Interviewing, Hiring, Process Improvement, Recruitment/Retention, Vendor Management, Budgeting, HR Strategy, Performance Improvement, College Recruiting, Onboarding, Labor Relations, Acquisition Integration, HR Consulting
Education
Texas A&M University 1979 — 1984
Texas A&M University 1979 — 1984
B.B.A, Management
TEXAS A&M UNIVERSITY, College
B.B.A, Business Analysis
East Chambers
HR Strategies 2010 - Present
Invesco Aim 1998 - 2008
AIM Investments 1998 - 2008
AIM Investments January 1998 - January 2002
CAMCO INTERNATIONAL, INC January 1991 - January 1998
Camco International (now a part of Schlumberger) 1991 - 1998
HUGHES January 1990 - January 1991
M.W January 1986 - January 1989
SONAT, INC January 1984 - January 1986
Skills
Employee Relations, Compensation, Performance Management, Benefits, Succession Planning, Talent Management, HRIS, Leadership Development, Organizational..., Change Management, Workforce Planning, Coaching, Team Building, Benefits Administration, HR Policies, Organizational..., Mergers, Talent Acquisition, Strategic Planning, Employee Benefits, Employee Engagement, Employment Law, Interviewing, Hiring, Process Improvement, Recruitment/Retention, Vendor Management, Budgeting, HR Strategy, Performance Improvement, College Recruiting, Onboarding, Labor Relations, Acquisition Integration, HR Consulting
Education
Texas A&M University 1979 — 1984
Texas A&M University 1979 — 1984
B.B.A, Management
TEXAS A&M UNIVERSITY, College
B.B.A, Business Analysis
East Chambers
Laksany Luangpakdy's Invesco Aim Experience January 2005 - August 2008
Job Performance Analyst II Invesco
Industry Financial Services
Experience
Invesco June 2013 - Present
Invesco March 2010 - June 2013
Invesco Aim January 2005 - August 2008
Invesco Aim January 2000 - January 2005
Skills
FINRA, Mutual Funds, Series 7, Charles River IMS, Bloomberg, Project Management, Series 65, Separately Managed..., Due Diligence, Regulatory Requirements, SharePoint, Sentinel, AWD, TA2000, WRAP, Unified Managed Accounts, Investment Policy..., Compliance, OFAC, Compliance Monitoring, Compliance Advisory, Zephyr Style Advisor, Lipper, Factset, StatPro, Morningstar Direct, Performance Analysis, Unit Investment Trusts, Ad Hoc Reporting, Eagle PACE
Education
University of Houston 1995 — 1999
Bachelor, Finance
Invesco June 2013 - Present
Invesco March 2010 - June 2013
Invesco Aim January 2005 - August 2008
Invesco Aim January 2000 - January 2005
Skills
FINRA, Mutual Funds, Series 7, Charles River IMS, Bloomberg, Project Management, Series 65, Separately Managed..., Due Diligence, Regulatory Requirements, SharePoint, Sentinel, AWD, TA2000, WRAP, Unified Managed Accounts, Investment Policy..., Compliance, OFAC, Compliance Monitoring, Compliance Advisory, Zephyr Style Advisor, Lipper, Factset, StatPro, Morningstar Direct, Performance Analysis, Unit Investment Trusts, Ad Hoc Reporting, Eagle PACE
Education
University of Houston 1995 — 1999
Bachelor, Finance
Leslie York Renfro's Invesco Aim Experience May 2006 - Present
Job Sr. Business Systems Analyst at Invesco Aim
Industry Financial Services
Experience
Invesco Aim May 2006 - Present
AIM Investments January 1999 - May 2006
AIM Investments March 1997 - January 1999
AIM Investments January 1996 - March 1997
C.I.A. Services January 1992 - December 1995
Education
Texas State University 1987 — 1991
Bachelors, Psychology, Biology
Invesco Aim May 2006 - Present
AIM Investments January 1999 - May 2006
AIM Investments March 1997 - January 1999
AIM Investments January 1996 - March 1997
C.I.A. Services January 1992 - December 1995
Education
Texas State University 1987 — 1991
Bachelors, Psychology, Biology
Chad Renfro's Invesco Aim Experience 1999 - 2006
Job Sales Manager at ProDrivers
Industry Transportation/Trucking/Railroad
Experience
ProDrivers Sales ManagerProDrivers2006 - Present
Invesco Aim 1999 - 2006
American Capital 1993 - 1999
Education
Stephen F. Austin State University 1990 — 1993
ProDrivers Sales ManagerProDrivers2006 - Present
Invesco Aim 1999 - 2006
American Capital 1993 - 1999
Education
Stephen F. Austin State University 1990 — 1993
Shannon Fritz's Invesco Aim Experience 1996 - 2006
Job Owner, Learning Express Toys
Industry Retail
Experience
Learning Express Toys 2007 - Present
AIM Investments 1996 - 2007
INVESCO 1996 - 2006
Invesco Aim 1996 - 2006
Skills
Customer Service, Marketing, Strategic Planning, Social Media, Sales, Marketing Strategy, Social Media Marketing, Social Networking, Email Marketing, Team Building, Small Business, Sales Management, New Business Development, Advertising, Public Relations, Public Speaking, Event Planning, Product Development, Real Estate, Retail, Trade Shows, Online Marketing, Business Strategy, Online Advertising, Entrepreneurship, Merchandising
Education
Texas A&M University 1989 — 1993
Bachelor of Science, Journalism
Anderson High School 1985 — 1989
Learning Express Toys 2007 - Present
AIM Investments 1996 - 2007
INVESCO 1996 - 2006
Invesco Aim 1996 - 2006
Skills
Customer Service, Marketing, Strategic Planning, Social Media, Sales, Marketing Strategy, Social Media Marketing, Social Networking, Email Marketing, Team Building, Small Business, Sales Management, New Business Development, Advertising, Public Relations, Public Speaking, Event Planning, Product Development, Real Estate, Retail, Trade Shows, Online Marketing, Business Strategy, Online Advertising, Entrepreneurship, Merchandising
Education
Texas A&M University 1989 — 1993
Bachelor of Science, Journalism
Anderson High School 1985 — 1989
Brijesha Shah's Invesco Aim Experience November 2008 - July 2011
Job Internal Sales at Carey Financial LLC
Industry Financial Services
Experience
Carey Financial, LLC October 2011 - January 2012
Invesco Aim November 2008 - July 2011
BNY Mellon --Dreyfus March 2005 - November 2008
Education
University of Houston-Downtown 2000 — 2001
BBA, marketing
Texas A&M University 1995 — 1999
Carey Financial, LLC October 2011 - January 2012
Invesco Aim November 2008 - July 2011
BNY Mellon --Dreyfus March 2005 - November 2008
Education
University of Houston-Downtown 2000 — 2001
BBA, marketing
Texas A&M University 1995 — 1999
Baris Akkaya's Invesco Aim Experience June 2000 - July 2005
Job Relationship Manager Wells Fargo
Industry Banking
Experience
Wells Fargo April 2015 - Present
BNY Mellon October 2011 - April 2015
BNY Mellon July 2005 - October 2011
Invesco Aim June 2000 - July 2005
Skills
Fixed Income, Mutual Funds, Investments, Financial Modeling, CDO, Structured Finance, Structured Products, Retirement Plans, Project Portfolio..., Finance, Financial Services, Financial Risk, Analysis, Financial Analysis, Portfolio Management, Valuation, CLO
Education
University of Houston, C.T. Bauer College of Business 2004 — 2007
MBA, Management/International Business
The University of Texas at Austin 1995 — 2000
BA, Government
Westbury Sr High School 1991 — 1995
Wells Fargo April 2015 - Present
BNY Mellon October 2011 - April 2015
BNY Mellon July 2005 - October 2011
Invesco Aim June 2000 - July 2005
Skills
Fixed Income, Mutual Funds, Investments, Financial Modeling, CDO, Structured Finance, Structured Products, Retirement Plans, Project Portfolio..., Finance, Financial Services, Financial Risk, Analysis, Financial Analysis, Portfolio Management, Valuation, CLO
Education
University of Houston, C.T. Bauer College of Business 2004 — 2007
MBA, Management/International Business
The University of Texas at Austin 1995 — 2000
BA, Government
Westbury Sr High School 1991 — 1995
Elise Repa's Invesco Aim Experience 1995 - 1997
Job Vice President of Sales at Heritage Texas Properties
Industry Real Estate
Experience
Heritage Texas Properties September 2014 - Present
Keller Williams Realty May 2006 - August 2014
Prudential Gary Greene, The Woodlands, TX March 2005 - April 2006
Landmark Graphics (Halliburton) 1997 - 2001
Landmark Graphics 1997 - 1999
Invesco Aim 1995 - 1997
Skills
Buyer Representation, Short Sales, Listings, Sellers, First Time Buyers, First Time Home Buyers, Relocation, Luxury, Marketing, Buyers, New Home Sales, Referrals, Move Up Buyers, Foreclosures, Real Estate, Investment Properties, Single Family Homes, Condos, Townhomes, Investors, ABR
Education
The University of Texas at Austin 1991 — 1995
Bachelor of Arts (BA), Psychology
Heritage Texas Properties September 2014 - Present
Keller Williams Realty May 2006 - August 2014
Prudential Gary Greene, The Woodlands, TX March 2005 - April 2006
Landmark Graphics (Halliburton) 1997 - 2001
Landmark Graphics 1997 - 1999
Invesco Aim 1995 - 1997
Skills
Buyer Representation, Short Sales, Listings, Sellers, First Time Buyers, First Time Home Buyers, Relocation, Luxury, Marketing, Buyers, New Home Sales, Referrals, Move Up Buyers, Foreclosures, Real Estate, Investment Properties, Single Family Homes, Condos, Townhomes, Investors, ABR
Education
The University of Texas at Austin 1991 — 1995
Bachelor of Arts (BA), Psychology
Mark Blaschke's Invesco Aim Experience May 1995 - October 2003
Job Lead Simcorp Dimension IT Business Analyst at Janus Capital Group
Industry Financial Services
Experience
Janus Capital February 2012 - Present
Janus Capital January 2009 - February 2012
Janus Capital January 2005 - January 2009
Janus Capital November 2004 - January 2005
Gordon, Hughes & Banks, LLP October 2003 - November 2004
Invesco Aim May 1995 - October 2003
Invesco Aim January 1996 - January 1997
Invesco Aim January 1995 - January 1996
Skills
Simcorp Dimension, Crystal Reports, Business Objects, Visual Basic, Web Development, Microsoft Office, PAM, Six Sigma, Visio, MS Project, PowerPoint, SQL, Bloomberg, API, SharePoint, SharePoint Designer, Operations Management, Operational Strategy, Operational Streamlining, Fund Accounting, SAS70, Financial Reporting, Mutual Funds, Fixed Income, Financial Services, Account Reconciliation, Business Process, Accounting, Auditing, Valuation, Asset Management, Hedge Funds, Securities, Investments, Alternative Investments, Derivatives, Investment Management, Equities, Back Office, Asset Allocation, Financial Modeling, Settlement, Portfolio Management, Options, Fund Administration, Capital Markets, Corporate Actions, Bloomberg Terminal, Equity Research, FX Options
Education
University of Denver - Daniels College of Business 1995 — 1997
Masters Degree, Accounting
University of Denver - Daniels College of Business 1991 — 1997
Bachelor of Science, Accounting
Acuity Institute 2011 — 2014
Lean Six Sigma Blackbelt Training
Wheat Ridge High School 1989 — 1991
Janus Capital February 2012 - Present
Janus Capital January 2009 - February 2012
Janus Capital January 2005 - January 2009
Janus Capital November 2004 - January 2005
Gordon, Hughes & Banks, LLP October 2003 - November 2004
Invesco Aim May 1995 - October 2003
Invesco Aim January 1996 - January 1997
Invesco Aim January 1995 - January 1996
Skills
Simcorp Dimension, Crystal Reports, Business Objects, Visual Basic, Web Development, Microsoft Office, PAM, Six Sigma, Visio, MS Project, PowerPoint, SQL, Bloomberg, API, SharePoint, SharePoint Designer, Operations Management, Operational Strategy, Operational Streamlining, Fund Accounting, SAS70, Financial Reporting, Mutual Funds, Fixed Income, Financial Services, Account Reconciliation, Business Process, Accounting, Auditing, Valuation, Asset Management, Hedge Funds, Securities, Investments, Alternative Investments, Derivatives, Investment Management, Equities, Back Office, Asset Allocation, Financial Modeling, Settlement, Portfolio Management, Options, Fund Administration, Capital Markets, Corporate Actions, Bloomberg Terminal, Equity Research, FX Options
Education
University of Denver - Daniels College of Business 1995 — 1997
Masters Degree, Accounting
University of Denver - Daniels College of Business 1991 — 1997
Bachelor of Science, Accounting
Acuity Institute 2011 — 2014
Lean Six Sigma Blackbelt Training
Wheat Ridge High School 1989 — 1991
Tarik Hopkins's Invesco Aim Experience 1987 - 1995
Job Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2008 - Present
Schwab Institutional November 1998 - August 2008
Charles Schwab August 1995 - November 1998
Invesco Funds Group 1987 - 1995
Invesco Aim 1987 - 1995
Skills
Mutual Funds, Series 7, Series 63, Securities, Asset Management, Investments, FINRA, Financial Services, Investment Advisory, Investment Strategies, Relationship Management, Risk Management
Education
University of Denver - Daniels College of Business 1987 — 1991
Bachelor of Science (BS), Finance, General
Semester at Sea 1986 — 1986
None, International Business, n/a
Charles Schwab August 2008 - Present
Schwab Institutional November 1998 - August 2008
Charles Schwab August 1995 - November 1998
Invesco Funds Group 1987 - 1995
Invesco Aim 1987 - 1995
Skills
Mutual Funds, Series 7, Series 63, Securities, Asset Management, Investments, FINRA, Financial Services, Investment Advisory, Investment Strategies, Relationship Management, Risk Management
Education
University of Denver - Daniels College of Business 1987 — 1991
Bachelor of Science (BS), Finance, General
Semester at Sea 1986 — 1986
None, International Business, n/a
Pat London's Invesco Aim Experience April 1998 - January 2010
Job New Ulm Art Festival Association, Treasurer
Industry Nonprofit Organization Management
Experience
New Ulm Chamber of Commmerce January 2013 - January 2014
Invesco 2010 - February 2012
Invesco Aim April 1998 - January 2010
District 56 Toastmasters 1987 - 1988
IBM 1978 - 1981
Foley's 1972 - 1978
Skills
Customer Relations, Team Leadership, Series 63, Series 7, 401k, Wealth Management, Investments, Insurance, Mutual Funds, Series 6, Retirement, Team Building, Retirement Planning, Sales Management, Strategic Planning, Coaching, Public Speaking, Volunteer Management, Volunteer Training, Training, Business Development, Marketing, Board of Director..., Family Business, Small Business Marketing, Non-profits, Community Engagement, Virtual Assistance, Series 65, Relationship Management, Customer Service, Nonprofits, Risk Management, Asset Allocation, Fixed Annuities
Education
The University of Texas at Arlington 1970 — 1971
BA, Psychology
The University of Texas at Austin 1968 — 1969
Psychology
St. Edward's University 1966 — 1968
New Ulm Chamber of Commmerce January 2013 - January 2014
Invesco 2010 - February 2012
Invesco Aim April 1998 - January 2010
District 56 Toastmasters 1987 - 1988
IBM 1978 - 1981
Foley's 1972 - 1978
Skills
Customer Relations, Team Leadership, Series 63, Series 7, 401k, Wealth Management, Investments, Insurance, Mutual Funds, Series 6, Retirement, Team Building, Retirement Planning, Sales Management, Strategic Planning, Coaching, Public Speaking, Volunteer Management, Volunteer Training, Training, Business Development, Marketing, Board of Director..., Family Business, Small Business Marketing, Non-profits, Community Engagement, Virtual Assistance, Series 65, Relationship Management, Customer Service, Nonprofits, Risk Management, Asset Allocation, Fixed Annuities
Education
The University of Texas at Arlington 1970 — 1971
BA, Psychology
The University of Texas at Austin 1968 — 1969
Psychology
St. Edward's University 1966 — 1968
Loyd Fleming's Invesco Aim Experience 1993 - 2005
Job Computer Software Professional
Industry Computer Software
Experience
Invesco Aim 1993 - 2005
Education
Texas A&M University 1987 — 1992
Invesco Aim 1993 - 2005
Education
Texas A&M University 1987 — 1992
Janet Luby, CFA's Invesco Aim Experience June 1992 - June 1995
Job Portfolio Manager and Senior Equity Analyst at Invesco
Industry Financial Services
Experience
Invesco Ltd. September 2011 - Present
Amegy Bank, N.A. June 2010 - September 2011
Legacy Asset Management August 2009 - August 2010
Van Kampen Investments July 1995 - December 2007
Invesco Aim June 1992 - June 1995
Invesco Aim July 1987 - June 1992
Education
Texas A&M University
B.B.A., Finance
Invesco Ltd. September 2011 - Present
Amegy Bank, N.A. June 2010 - September 2011
Legacy Asset Management August 2009 - August 2010
Van Kampen Investments July 1995 - December 2007
Invesco Aim June 1992 - June 1995
Invesco Aim July 1987 - June 1992
Education
Texas A&M University
B.B.A., Finance
Robert Leslie's Invesco Aim Experience 1998 - 2005
Job Chief Investment Officer at Patriot Wealth Management, Inc.
Industry Investment Management
Experience
Patriot Wealth Management, Inc. July 2013 - Present
Brasada Capital Management 2008 - July 2013
Invesco Aim 1998 - 2005
Darien Capital Management 1994 - 1998
United Mine Workers of America Health and Retirement Funds 1985 - 1994
Xerox Corporation 1984 - 1985
Skills
Equities, Asset Allocation, Alternative Investments, Hedge Funds, Portfolio Management, Equity Research, Valuation, Mutual Funds, ETFs, Securities, Investment Advisory, Strategic Financial..., Asset Managment, Investment Strategies, Series 7, Fixed Income, Capital Markets, Series 63, Financial Modeling, Asset Management, Risk Management, Options, Wealth Management, Bloomberg, Derivatives, Investments, Investment Management, Equity Valuation, Investment Banking, Private Equity, Equity Trading, Financial Markets, Trading, Finance, High Yield, Fund Of Funds, Structured Finance
Education
University of Maryland College Park 1982 — 1984
MBA, Finance
Susquehanna University 1976 — 1980
Bachelor of Music, Piano Performance
Patriot Wealth Management, Inc. July 2013 - Present
Brasada Capital Management 2008 - July 2013
Invesco Aim 1998 - 2005
Darien Capital Management 1994 - 1998
United Mine Workers of America Health and Retirement Funds 1985 - 1994
Xerox Corporation 1984 - 1985
Skills
Equities, Asset Allocation, Alternative Investments, Hedge Funds, Portfolio Management, Equity Research, Valuation, Mutual Funds, ETFs, Securities, Investment Advisory, Strategic Financial..., Asset Managment, Investment Strategies, Series 7, Fixed Income, Capital Markets, Series 63, Financial Modeling, Asset Management, Risk Management, Options, Wealth Management, Bloomberg, Derivatives, Investments, Investment Management, Equity Valuation, Investment Banking, Private Equity, Equity Trading, Financial Markets, Trading, Finance, High Yield, Fund Of Funds, Structured Finance
Education
University of Maryland College Park 1982 — 1984
MBA, Finance
Susquehanna University 1976 — 1980
Bachelor of Music, Piano Performance
Dennis Joseph's Invesco Aim Experience June 1992 - January 1994
Job Officer Assistant Controller Regulatory Services at INVESCO
Industry Investment Management
Experience
INVESCO January 2007 - Present
AIM Investments March 2004 - December 2006
AIM Investments January 1998 - February 2004
AIM Investments January 1994 - December 1997
Invesco Aim June 1992 - January 1994
Skills
Mutual Funds, Accounting, Risk Management, Asset Management, Internal Controls, Account Reconciliation, Auditing, Certified Project..., Analysis, Financial Analysis, Financial Services, Investments, Alternative Investments, Securities, FINRA, Equities, Payments, Asset Managment, Internal Audit, Process Improvement, Series 7, Project Management, Series 63, 401k, Back Office, Corporate Actions, Business Process..., Business Analysis, Fund Accounting, Strategic Financial..., Regulatory Reporting
Education
University of Houston-Clear Lake 1989 — 1991
Bachelor of Science, Accounting
Alvin Community College 1987 — 1989
General Studies
INVESCO January 2007 - Present
AIM Investments March 2004 - December 2006
AIM Investments January 1998 - February 2004
AIM Investments January 1994 - December 1997
Invesco Aim June 1992 - January 1994
Skills
Mutual Funds, Accounting, Risk Management, Asset Management, Internal Controls, Account Reconciliation, Auditing, Certified Project..., Analysis, Financial Analysis, Financial Services, Investments, Alternative Investments, Securities, FINRA, Equities, Payments, Asset Managment, Internal Audit, Process Improvement, Series 7, Project Management, Series 63, 401k, Back Office, Corporate Actions, Business Process..., Business Analysis, Fund Accounting, Strategic Financial..., Regulatory Reporting
Education
University of Houston-Clear Lake 1989 — 1991
Bachelor of Science, Accounting
Alvin Community College 1987 — 1989
General Studies
Jenny Pearce's Invesco Aim Experience July 2006 - August 2009
Job VP, Manager Business Development at Transamerica Capital Inc.
Industry Financial Services
Experience
Transamerica Capital Investments January 2010 - Present
Invesco Aim July 2006 - August 2009
Invesco Aim April 2007 - January 2009
Education
The University of Kansas 2002 — 2006
BA, Finance & Marketing
Transamerica Capital Investments January 2010 - Present
Invesco Aim July 2006 - August 2009
Invesco Aim April 2007 - January 2009
Education
The University of Kansas 2002 — 2006
BA, Finance & Marketing
Casey Martin's Invesco Aim Experience 1997 - 1998
Job Human Resources Manager at Milagro Exploration
Industry Oil & Energy
Experience
Milagro Exploration January 2008 - Present
Administaff 2004 - 2008
Red Apple Resources 2001 - 2004
Aetna US Healthcare / NYLCare 65 1998 - 2000
Invesco Aim 1997 - 1998
Skills
Nonprofits, Recruiting, Human Resources, Small Business, Sales, Onboarding, Performance Management, Microsoft Office, Mergers & Acquisitions, Employee Benefits, Employee Relations, Mergers, Sales Management, Customer Service, New Business Development, Payroll, Organizational..., Strategic Planning, Talent Acquisition, New Hire Orientations, Workforce Planning, Benefits Administration, Applicant Tracking..., HRIS
Education
The University of Texas at Austin 1992 — 1996
B.A., English / Communications
Bartlesville High School 1988 — 1992
General
Milagro Exploration January 2008 - Present
Administaff 2004 - 2008
Red Apple Resources 2001 - 2004
Aetna US Healthcare / NYLCare 65 1998 - 2000
Invesco Aim 1997 - 1998
Skills
Nonprofits, Recruiting, Human Resources, Small Business, Sales, Onboarding, Performance Management, Microsoft Office, Mergers & Acquisitions, Employee Benefits, Employee Relations, Mergers, Sales Management, Customer Service, New Business Development, Payroll, Organizational..., Strategic Planning, Talent Acquisition, New Hire Orientations, Workforce Planning, Benefits Administration, Applicant Tracking..., HRIS
Education
The University of Texas at Austin 1992 — 1996
B.A., English / Communications
Bartlesville High School 1988 — 1992
General
Saleh Igal's Invesco Aim Experience 2005 - 2005
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2012 - Present
Archon Group (a Goldman Sachs company) 2005 - May 2012
Sabre Holdings 2005 - 2005
Loomis 2005 - 2005
Turner Construction 2005 - 2005
Federal Home Loan Bank of Dallas 2005 - 2005
Invesco Aim 2005 - 2005
Belo 2005 - 2005
BNSF Railway 2004 - 2005
Texas Christian University 2004 - 2005
Skills
Technology Strategy..., Global Management, Identity Management, Microsoft Exchange, Active Directory, Technology Product..., Integration, Citrix, ITIL, Security, Information Security, Vendor Management, Disaster Recovery, Infrastructure, IT Strategy, Business Continuity, LDAP, Computer Security, Directory Services, Messaging, Strategy, Troubleshooting, Management, IT Operations, Scalability, Data Migration, Acquisition Integration, Asset Management, Project Portfolio..., Enterprise Architecture
Education
University of Texas at Austin 1982 — 1985
Bachelor of Engineering Science, Computer Applications Engineering
Goldman Sachs May 2012 - Present
Archon Group (a Goldman Sachs company) 2005 - May 2012
Sabre Holdings 2005 - 2005
Loomis 2005 - 2005
Turner Construction 2005 - 2005
Federal Home Loan Bank of Dallas 2005 - 2005
Invesco Aim 2005 - 2005
Belo 2005 - 2005
BNSF Railway 2004 - 2005
Texas Christian University 2004 - 2005
Skills
Technology Strategy..., Global Management, Identity Management, Microsoft Exchange, Active Directory, Technology Product..., Integration, Citrix, ITIL, Security, Information Security, Vendor Management, Disaster Recovery, Infrastructure, IT Strategy, Business Continuity, LDAP, Computer Security, Directory Services, Messaging, Strategy, Troubleshooting, Management, IT Operations, Scalability, Data Migration, Acquisition Integration, Asset Management, Project Portfolio..., Enterprise Architecture
Education
University of Texas at Austin 1982 — 1985
Bachelor of Engineering Science, Computer Applications Engineering
Krisanne Naudin's Invesco Aim Experience Administrativesuez1998 - 2003
Job Investments Coordinator at Invesco Aim
Industry Financial Services
Experience
Invesco Aim Administrativesuez1998 - 2003
weatherford 1999 - 2001
weatherford 1998 - 2001
Education
The Ohio State University 1984 — 1988
Marketing
Invesco Aim Administrativesuez1998 - 2003
weatherford 1999 - 2001
weatherford 1998 - 2001
Education
The Ohio State University 1984 — 1988
Marketing
Traci Bortz's Invesco Aim Experience April 1999 - May 2008
Job Licensed Realtor at C.R.Realty
Industry Real Estate
Experience
C.R.Realty August 2013 - Present
Final Eyes Proofreading May 2010 - September 2014
Invesco AIM April 1999 - May 2008
AIM Investments 1999 - 2008
Skills
Project Management, Technical Writing, Copy Editing, Editing, Software Documentation, Proofreading, Business Analysis, Mutual Funds, Process Improvement, Business Process..., Microsoft Word, Training, Business Process, Analysis, Vendor Management, Microsoft Excel, Data Analysis, Real Estate, Listings, SharePoint, Leadership
Education
The University of Texas at San Antonio 1991 — 1998
B.A., Psychology
The University of Texas at San Antonio
Bachelor of Science (B.S.), Psychology
C.R.Realty August 2013 - Present
Final Eyes Proofreading May 2010 - September 2014
Invesco AIM April 1999 - May 2008
AIM Investments 1999 - 2008
Skills
Project Management, Technical Writing, Copy Editing, Editing, Software Documentation, Proofreading, Business Analysis, Mutual Funds, Process Improvement, Business Process..., Microsoft Word, Training, Business Process, Analysis, Vendor Management, Microsoft Excel, Data Analysis, Real Estate, Listings, SharePoint, Leadership
Education
The University of Texas at San Antonio 1991 — 1998
B.A., Psychology
The University of Texas at San Antonio
Bachelor of Science (B.S.), Psychology
Janet Henton's Invesco Aim Experience January 2005 - February 2006
Job Training Director at Wood Group
Industry Oil & Energy
Experience
Wood Group Pressure Control October 2007 - Present
Invesco Aim January 2005 - February 2006
AIM Invesco 2003 - 2005
AIM Investments 1991 - 2003
Education
University of Arkansas at Little Rock
BA, Education
Wood Group Pressure Control October 2007 - Present
Invesco Aim January 2005 - February 2006
AIM Invesco 2003 - 2005
AIM Investments 1991 - 2003
Education
University of Arkansas at Little Rock
BA, Education
Lucia Cropper's Invesco Aim Experience 2000 - September 2005
Job Currently seeking new job opportunities.
Industry Financial Services
Experience
Bryan College Station Chamber of Commerce July 2013 - August 2015
Invesco September 2000 - July 2012
Invesco Aim 2000 - September 2005
Skills
Mutual Funds, Business Analysis, Asset Management, Project Management, Risk Management, Process Improvement, Investments, Financial Services, Management, Securities, Vendor Management, Strategic Planning, Customer Service
Education
University of Houston 1995 — 1998
English Language and Literature/Letters
Bryan College Station Chamber of Commerce July 2013 - August 2015
Invesco September 2000 - July 2012
Invesco Aim 2000 - September 2005
Skills
Mutual Funds, Business Analysis, Asset Management, Project Management, Risk Management, Process Improvement, Investments, Financial Services, Management, Securities, Vendor Management, Strategic Planning, Customer Service
Education
University of Houston 1995 — 1998
English Language and Literature/Letters
Judy Robertson, AAP's Invesco Aim Experience May 2001 - December 2003
Job Sanctions Analyst at NetSpend, a TSYS Corporation
Industry Financial Services
Experience
NetSpend, a TSYS Company February 2004 - Present
NetSpend Corporation March 2010 - June 2011
Invesco Aim May 2001 - December 2003
Skills
Banking, Call Centers, Change Management, Credit Cards, Customer Service, Financial Services, Payments, Policy, Process Improvement, Relationship Management, Risk Management, Vendor Management, Electronic Payments, Debit Cards, AML, Fraud, Payment Systems, Management, Business Process..., Training, Project Management, Team Building, Fraud Detection, Salesforce.com, ACH, Requirements Gathering, Customer Experience, Performance Management, Auditing, Visio, Enterprise Risk..., Coaching, Team Leadership, Operations Management, Finance, Financial Risk, Bank Secrecy Act, Due Diligence, Outlook, OFAC, Budgets, USA PATRIOT Act, KYC, Microsoft Excel, Operational Risk..., Operational Risk, E-payments, Chargebacks, Organizational..., Retail Banking
Education
Texas State University 1993 — 1997
BBA, Management
NetSpend, a TSYS Company February 2004 - Present
NetSpend Corporation March 2010 - June 2011
Invesco Aim May 2001 - December 2003
Skills
Banking, Call Centers, Change Management, Credit Cards, Customer Service, Financial Services, Payments, Policy, Process Improvement, Relationship Management, Risk Management, Vendor Management, Electronic Payments, Debit Cards, AML, Fraud, Payment Systems, Management, Business Process..., Training, Project Management, Team Building, Fraud Detection, Salesforce.com, ACH, Requirements Gathering, Customer Experience, Performance Management, Auditing, Visio, Enterprise Risk..., Coaching, Team Leadership, Operations Management, Finance, Financial Risk, Bank Secrecy Act, Due Diligence, Outlook, OFAC, Budgets, USA PATRIOT Act, KYC, Microsoft Excel, Operational Risk..., Operational Risk, E-payments, Chargebacks, Organizational..., Retail Banking
Education
Texas State University 1993 — 1997
BBA, Management
Carol Hutchings's Invesco Aim Experience 1994 - 2002
Job Controller at LDR Capital Mangement LLC
Industry Financial Services
Experience
LDR Capital Mangement LLC October 2011 - Present
Big 5 Asset Management February 2010 - May 2012
Cambiar Investors August 2005 - February 2010
Old Mutual March 2005 - August 2005
Itros Capital Management October 2002 - July 2005
Invesco Aim 1994 - 2002
Skills
Accounting, Financial Reporting, Financial Services, Hedge Funds, Derivatives, Asset Management, Equities, Mutual Funds, Settlement, Project Management, Process Improvement, Back Office, Investments, Fund Accounting, Account Reconciliation, Business Process, Securities, Relationship Management, Operations Management, Fund Administration
Education
University of Colorado Denver 1990 — 1993
Bachelor, Business/Accounting/Economics
Mgsr. John R. Hackett
LDR Capital Mangement LLC October 2011 - Present
Big 5 Asset Management February 2010 - May 2012
Cambiar Investors August 2005 - February 2010
Old Mutual March 2005 - August 2005
Itros Capital Management October 2002 - July 2005
Invesco Aim 1994 - 2002
Skills
Accounting, Financial Reporting, Financial Services, Hedge Funds, Derivatives, Asset Management, Equities, Mutual Funds, Settlement, Project Management, Process Improvement, Back Office, Investments, Fund Accounting, Account Reconciliation, Business Process, Securities, Relationship Management, Operations Management, Fund Administration
Education
University of Colorado Denver 1990 — 1993
Bachelor, Business/Accounting/Economics
Mgsr. John R. Hackett
Eunice Hadley's Invesco Aim Experience March 2004 - Present
Job Training Consultant at Invesco Aim
Industry Financial Services
Experience
Invesco Aim March 2004 - Present
Invesco 2000 - Present
Education
Southern University at New Orleans
Bachelor, Psychology
Invesco Aim March 2004 - Present
Invesco 2000 - Present
Education
Southern University at New Orleans
Bachelor, Psychology
Dave Gluch , CFA's Invesco Aim Experience 2012 - Present
Job Client Portfolio Manager
Industry Investment Management
Experience
Invesco Aim 2012 - Present
Invesco Ltd. 2012 - Present
Education
The University of Texas at Austin 1987 — 1991
BBA, Finance
Invesco Aim 2012 - Present
Invesco Ltd. 2012 - Present
Education
The University of Texas at Austin 1987 — 1991
BBA, Finance
Darin Gosnell's Invesco Aim Experience 1998 - 2006
Job Experienced People Manager
Industry Broadcast Media
Experience
Rocky River Ranch September 2011 - Present
American Funds October 2006 - February 2009
Invesco AIM 1998 - 2006
Skills
Customer Service, Series 6, Mutual Funds, Transfer Agency, Problem Solving, Hiring, Call Center, Team Building, Coaching, Interviews, Employee Training
Education
Texas State University-San Marcos
B.A., Mass Communication
Rocky River Ranch September 2011 - Present
American Funds October 2006 - February 2009
Invesco AIM 1998 - 2006
Skills
Customer Service, Series 6, Mutual Funds, Transfer Agency, Problem Solving, Hiring, Call Center, Team Building, Coaching, Interviews, Employee Training
Education
Texas State University-San Marcos
B.A., Mass Communication
Mike Sarlin's Invesco Aim Experience Business Intelligence and Reporting ManagerInvesco1996 - Present
Job Supervisor, Product and Market Research at Invesco Aim
Industry Investment Management
Experience
Invesco Aim Business Intelligence and Reporting ManagerInvesco1996 - Present
Education
University of Houston 1990 — 1992
BBA, Marketing
Invesco Aim Business Intelligence and Reporting ManagerInvesco1996 - Present
Education
University of Houston 1990 — 1992
BBA, Marketing
Phyllis Camara's Invesco Aim Experience 1987 - 1999
Job Sr. at Pax World Funds
Industry Investment Management
Experience
Pax World Funds January 2007 - Present
Pax World Management 2007 - Present
Ferncroft Country Club 2006 - 2011
AIM Management Group June 1992 - January 2000
Invesco AIM 1987 - 1999
Skills
Financial Modeling, Equity Research, Investment Management, Financial Analysis, Portfolio Management
Education
University of Houston
BBA, Accounting
Pax World Funds January 2007 - Present
Pax World Management 2007 - Present
Ferncroft Country Club 2006 - 2011
AIM Management Group June 1992 - January 2000
Invesco AIM 1987 - 1999
Skills
Financial Modeling, Equity Research, Investment Management, Financial Analysis, Portfolio Management
Education
University of Houston
BBA, Accounting
Jeffrey Galloway, CFA's Invesco Aim Experience November 1997 - November 2003
Job Vice President at Barclays Wealth and Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management January 2013 - Present
Goldman Sachs January 2010 - January 2013
Invesco December 2004 - December 2008
Invesco Aim November 1997 - November 2003
Invesco Aim November 1995 - November 1997
Education
Tulane University - A.B. Freeman School of Business 2005 — 2007
MBA
CFA Institute 2001 — 2004
CFA Charterholder
The University of Texas at Austin 1988 — 1992
BBA
Barclays Wealth and Investment Management January 2013 - Present
Goldman Sachs January 2010 - January 2013
Invesco December 2004 - December 2008
Invesco Aim November 1997 - November 2003
Invesco Aim November 1995 - November 1997
Education
Tulane University - A.B. Freeman School of Business 2005 — 2007
MBA
CFA Institute 2001 — 2004
CFA Charterholder
The University of Texas at Austin 1988 — 1992
BBA
Gary Russell's Invesco Aim Experience December 2004 - January 2009
Job Russell Energy Insights LLC
Industry Financial Services
Experience
Russell Energy Insights LLC January 2014 - Present
Key Energy Services, Inc March 2010 - August 2013
Invesco Aim December 2004 - January 2009
Stifel Nicolaus 2002 - 2004
Frost Securities 1999 - 2002
Raymond James 1997 - 1999
Halliburton Company July 1990 - June 1997
Skills
Leadership, Bloomberg, Business Strategy, Financial Modeling, Private Equity, Energy, Valuation, Equity Research, Competitive Analysis, Asset Management, Equities, Corporate Finance, Financial Analysis, Portfolio Management, Capital Markets, Investment Banking, Investments, Management, Finance, Risk Management, Natural Gas, Analysis, Petroleum, Investor Relations, Business Planning, Gas, Financial Markets, Strategic Planning
Education
University of Houston, C.T. Bauer College of Business 1993 — 1996
MBA, Finance
Tulane University 1985 — 1990
Bachelor of Science, Mechanical Engineering
Russell Energy Insights LLC January 2014 - Present
Key Energy Services, Inc March 2010 - August 2013
Invesco Aim December 2004 - January 2009
Stifel Nicolaus 2002 - 2004
Frost Securities 1999 - 2002
Raymond James 1997 - 1999
Halliburton Company July 1990 - June 1997
Skills
Leadership, Bloomberg, Business Strategy, Financial Modeling, Private Equity, Energy, Valuation, Equity Research, Competitive Analysis, Asset Management, Equities, Corporate Finance, Financial Analysis, Portfolio Management, Capital Markets, Investment Banking, Investments, Management, Finance, Risk Management, Natural Gas, Analysis, Petroleum, Investor Relations, Business Planning, Gas, Financial Markets, Strategic Planning
Education
University of Houston, C.T. Bauer College of Business 1993 — 1996
MBA, Finance
Tulane University 1985 — 1990
Bachelor of Science, Mechanical Engineering
Jonathan Riffel's Invesco Aim Experience 2003 - 2005
Job Operations Manager at IST Management Services
Industry Financial Services
Experience
IST Management Services May 2012 - Present
Ricoh Americas Corporation December 2009 - May 2012
Janus Capital Group 2007 - 2009
Invesco Aim 2003 - 2005
Skills
Operations Management, Financial Services, Facilities Management, Staff Development, Customer Service, Helping Clients Succeed, Close Attention to..., Motivated self-starter, Leadership Development, Team Management, Account Management, Contract Negotiation, Leadership, Call Center, Management, Customer Satisfaction, Process Improvement, Vendor Management
Education
Stephen F. Austin State University 1993 — 1997
Business Management, Business
Flower Mound High School 1989 — 1997
IST Management Services May 2012 - Present
Ricoh Americas Corporation December 2009 - May 2012
Janus Capital Group 2007 - 2009
Invesco Aim 2003 - 2005
Skills
Operations Management, Financial Services, Facilities Management, Staff Development, Customer Service, Helping Clients Succeed, Close Attention to..., Motivated self-starter, Leadership Development, Team Management, Account Management, Contract Negotiation, Leadership, Call Center, Management, Customer Satisfaction, Process Improvement, Vendor Management
Education
Stephen F. Austin State University 1993 — 1997
Business Management, Business
Flower Mound High School 1989 — 1997
Donna Haines's Invesco Aim Experience September 2005 - May 2009
Job Global Administrative Assistant
Industry Financial Services
Experience
Invesco Aim September 2005 - May 2009
ExxonMobil July 1998 - May 2005
Today's Legal Staffing April 1997 - August 1998
Education
Indiana University-Northwest
General Coursework
San Jacinto College
HTML Programming
Sawyer College of Business
Executive Secretarial
Invesco Aim September 2005 - May 2009
ExxonMobil July 1998 - May 2005
Today's Legal Staffing April 1997 - August 1998
Education
Indiana University-Northwest
General Coursework
San Jacinto College
HTML Programming
Sawyer College of Business
Executive Secretarial
george zao's Invesco Aim Experience November 1995 - July 2009
Job Computer Software Professional
Industry Computer Software
Experience
Invesco Aim November 1995 - July 2009
Invesco 1995 - 2009
Skills
Microsoft SQL Server, C#, Software Development, Oracle, ASP.NET, Java Enterprise Edition, Management, Unix, SQL, XML, Linux, Databases, JavaScript, Visual Studio, .NET
Education
Texas Tech University 1990 — 1992
Master, Atmospheric Sciences
Invesco Aim November 1995 - July 2009
Invesco 1995 - 2009
Skills
Microsoft SQL Server, C#, Software Development, Oracle, ASP.NET, Java Enterprise Edition, Management, Unix, SQL, XML, Linux, Databases, JavaScript, Visual Studio, .NET
Education
Texas Tech University 1990 — 1992
Master, Atmospheric Sciences
Harper Delton's Invesco Aim Experience May 2003 - Present
Job Senior Data Management Analyst at Invesco
Industry Financial Services
Experience
Invesco Aim May 2003 - Present
Invesco Aim 1993 - 2011
Education
University of Houston-Downtown
Invesco Aim May 2003 - Present
Invesco Aim 1993 - 2011
Education
University of Houston-Downtown
Nicky Vague's Invesco Aim Experience July 2013 - Present
Job Compliance Officer at Invesco Aim
Industry Financial Services
Experience
Invesco AIM July 2013 - Present
Invesco Aim November 2010 - July 2013
Go-Mar Inc. August 1996 - May 2005
Skills
Mutual Funds
Education
University of Houston 2005 — 2009
Mathematics, Mathemathics and Finace
Invesco AIM July 2013 - Present
Invesco Aim November 2010 - July 2013
Go-Mar Inc. August 1996 - May 2005
Skills
Mutual Funds
Education
University of Houston 2005 — 2009
Mathematics, Mathemathics and Finace
Christina Trieu's Invesco Aim Experience June 2005 - December 2005
Job CPA
Industry Accounting
Experience
Kinder Morgan March 2010 - Present
KPMG July 2007 - March 2010
ExxonMobil September 2006 - December 2006
PricewaterhouseCoopers January 2006 - May 2006
Invesco Aim June 2005 - December 2005
Skills
Tax, Accounting, Financial Reporting, Tax Accounting, Internal Controls, Access, Corporate Tax, Auditing
Education
University of Houston, C.T. Bauer College of Business 2006 — 2007
M.S. Accountancy
University of Houston, C.T. Bauer College of Business 2002 — 2005
B.B.A, Accounting
Kinder Morgan March 2010 - Present
KPMG July 2007 - March 2010
ExxonMobil September 2006 - December 2006
PricewaterhouseCoopers January 2006 - May 2006
Invesco Aim June 2005 - December 2005
Skills
Tax, Accounting, Financial Reporting, Tax Accounting, Internal Controls, Access, Corporate Tax, Auditing
Education
University of Houston, C.T. Bauer College of Business 2006 — 2007
M.S. Accountancy
University of Houston, C.T. Bauer College of Business 2002 — 2005
B.B.A, Accounting
Edward Cruz's Invesco Aim Experience February 1994 - October 2005
Job Associate Planned Giving Director at The Salvation Army
Industry Philanthropy
Experience
The Salvation Army June 2014 - Present
JPMorgan Chase May 2013 - May 2014
JPMorgan Chase February 2009 - May 2013
Ameriprise Financial Services, Inc. April 2006 - April 2008
Invesco Aim February 1994 - October 2005
Skills
Mutual Funds, Leadership, Business Development, Financial Advisory, Financial Services, Analysis, Asset Managment, Customer Service, Operations Management, Trading, Team Building, Social Media, Troubleshooting, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Retail Banking, Financial Markets, Negotiation, Strategic Planning, Problem Solving, Quality Assurance, Recruiting, Creative Writing, Small Business Lending, Real Estate Lending, Securities Lending, Lines Of Credit, Qualified Retirement..., Retirement Plan..., Asset Management, Finance, Insurance, Management
Education
University of Houston 2000 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General
University of Houston
Bachelor's degree, English Language and Literature/Letters
The Salvation Army June 2014 - Present
JPMorgan Chase May 2013 - May 2014
JPMorgan Chase February 2009 - May 2013
Ameriprise Financial Services, Inc. April 2006 - April 2008
Invesco Aim February 1994 - October 2005
Skills
Mutual Funds, Leadership, Business Development, Financial Advisory, Financial Services, Analysis, Asset Managment, Customer Service, Operations Management, Trading, Team Building, Social Media, Troubleshooting, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Retail Banking, Financial Markets, Negotiation, Strategic Planning, Problem Solving, Quality Assurance, Recruiting, Creative Writing, Small Business Lending, Real Estate Lending, Securities Lending, Lines Of Credit, Qualified Retirement..., Retirement Plan..., Asset Management, Finance, Insurance, Management
Education
University of Houston 2000 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General
University of Houston
Bachelor's degree, English Language and Literature/Letters
LaTasha Sowell's Invesco Aim Experience August 2010 - November 2010
Job Financial Analyst
Industry Accounting
Experience
UTMB August 2011 - Present
Invesco Aim August 2010 - November 2010
Bauchman Singletary and Associates December 2007 - August 2010
Faith Believer's Covenant Church November 2002 - November 2006
Skills
Accounting, Financial Reporting, Finance, General Ledger, Customer Service, Forecasting, Microsoft Office, Payroll, Analysis, Access, Data Entry, Time Management, Training, Leadership, Variance Analysis, Financial Analysis, Accounts Payable, Accounts Receivable, Budgets, Management, SAP, Microsoft Excel, PowerPoint, Invoicing, Hyperion Planning, Essbase, Budget Process, Fund Accounting, Decision Support, Administrative Work, Trend Analysis, Journal Entries, PeopleSoft Financial, Account Reconciliation, PeopleSoft
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Texas Southern University 2004 — 2009
BBA, Accounting 2009
LaMarque High School
Diploma
UTMB August 2011 - Present
Invesco Aim August 2010 - November 2010
Bauchman Singletary and Associates December 2007 - August 2010
Faith Believer's Covenant Church November 2002 - November 2006
Skills
Accounting, Financial Reporting, Finance, General Ledger, Customer Service, Forecasting, Microsoft Office, Payroll, Analysis, Access, Data Entry, Time Management, Training, Leadership, Variance Analysis, Financial Analysis, Accounts Payable, Accounts Receivable, Budgets, Management, SAP, Microsoft Excel, PowerPoint, Invoicing, Hyperion Planning, Essbase, Budget Process, Fund Accounting, Decision Support, Administrative Work, Trend Analysis, Journal Entries, PeopleSoft Financial, Account Reconciliation, PeopleSoft
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Texas Southern University 2004 — 2009
BBA, Accounting 2009
LaMarque High School
Diploma
Suzanne Hauser's Invesco Aim Experience 1999 - 2002
Job Director IT Services at Marathon Oil Corporation
Industry Oil & Energy
Experience
Marathon Oil Corporation September 2013 - Present
BP June 2012 - Present
Noble Drilling February 2007 - May 2012
Anadarko Petroleum / Kerr McGee 2005 - 2007
NextiraOne 2003 - 2005
Invesco Aim 1999 - 2002
EnForm Technology 1998 - 1999
Ernst & Young 1996 - 1998
Price Waterhouse Management Consultants 1993 - 1996
Williams Company 1990 - 1993
Education
Texas A&M University 1986 — 1990
B.A., IT
Marathon Oil Corporation September 2013 - Present
BP June 2012 - Present
Noble Drilling February 2007 - May 2012
Anadarko Petroleum / Kerr McGee 2005 - 2007
NextiraOne 2003 - 2005
Invesco Aim 1999 - 2002
EnForm Technology 1998 - 1999
Ernst & Young 1996 - 1998
Price Waterhouse Management Consultants 1993 - 1996
Williams Company 1990 - 1993
Education
Texas A&M University 1986 — 1990
B.A., IT
David Westfall's Invesco Aim Experience June 2010 - October 2011
Job President at Global Locator Systems of Texas
Industry Consumer Goods
Experience
Global Locator Systems of Texas August 2015 - Present
Wells Fargo November 2014 - July 2015
BNY Mellon November 2012 - October 2014
Invesco Aim June 2010 - October 2011
Van Kampen Investments October 1996 - May 2010
Skills
Mutual Funds, Investments, Call Centers, Financial Services, Securities, Risk Management, Business Analysis, Asset Management, Teamwork, Team Building, FINRA Series 6, Customer Service, Process Improvement, Negotiation, Call Center, Financial Analysis, Series 6, Corporate Actions, Customer Focus, Vendor Relations, Supervisory Skills, Customer Relations, Excel, Word, Problem Solving, Microsoft Office, Coaching, Outlook, Mentoring, Operations Management, Time Management, Self-directed, Project Planning, Client Services, Customer Satisfaction, Analysis, Team Leadership, Forecasting, Team Management, Corporate Trust, cash flow, Self-starter, Series 26, Closed-end Funds, Project Management, GPS Tracking, Geographic Information...
Education
Cy-Fair College 2004 — 2006
Anaylst Certificate, Geographic Information Systems
Stephen F. Austin State University 1993 — 1996
B.S., Geography
Global Locator Systems of Texas August 2015 - Present
Wells Fargo November 2014 - July 2015
BNY Mellon November 2012 - October 2014
Invesco Aim June 2010 - October 2011
Van Kampen Investments October 1996 - May 2010
Skills
Mutual Funds, Investments, Call Centers, Financial Services, Securities, Risk Management, Business Analysis, Asset Management, Teamwork, Team Building, FINRA Series 6, Customer Service, Process Improvement, Negotiation, Call Center, Financial Analysis, Series 6, Corporate Actions, Customer Focus, Vendor Relations, Supervisory Skills, Customer Relations, Excel, Word, Problem Solving, Microsoft Office, Coaching, Outlook, Mentoring, Operations Management, Time Management, Self-directed, Project Planning, Client Services, Customer Satisfaction, Analysis, Team Leadership, Forecasting, Team Management, Corporate Trust, cash flow, Self-starter, Series 26, Closed-end Funds, Project Management, GPS Tracking, Geographic Information...
Education
Cy-Fair College 2004 — 2006
Anaylst Certificate, Geographic Information Systems
Stephen F. Austin State University 1993 — 1996
B.S., Geography
Mike Rome's Invesco Aim Experience November 1996 - March 2002
Job CEO and Principal at Texan Capital
Industry Investment Management
Experience
Texan Capital August 2013 - Present
Memorial Capital Partners January 2012 - Present
Bridgeway Capital Management December 2002 - May 2013
Invesco Aim November 1996 - March 2002
Oppenheimer & Co. November 1994 - October 1996
Kidder Peabody November 1991 - October 1994
Merrill Lynch April 1987 - October 1991
Texas Commerce Bank 1980 - 1987
Skills
Strategic Planning, Investments, Equities, Trading, Portfolio Management, Private Equity, Mutual Funds, Mergers, Due Diligence, Business Development, Asset Managment, New Business Development, Risk Management, Wealth Management, Hedge Funds, Business Strategy, Separately Managed..., Financial Analysis, Corporate Finance, Recruiting
Education
University of Kansas 1971 — 1976
BA, College of Liberal Arts and Sciences
Shawnee Mission North High School 1969 — 1971
Texan Capital August 2013 - Present
Memorial Capital Partners January 2012 - Present
Bridgeway Capital Management December 2002 - May 2013
Invesco Aim November 1996 - March 2002
Oppenheimer & Co. November 1994 - October 1996
Kidder Peabody November 1991 - October 1994
Merrill Lynch April 1987 - October 1991
Texas Commerce Bank 1980 - 1987
Skills
Strategic Planning, Investments, Equities, Trading, Portfolio Management, Private Equity, Mutual Funds, Mergers, Due Diligence, Business Development, Asset Managment, New Business Development, Risk Management, Wealth Management, Hedge Funds, Business Strategy, Separately Managed..., Financial Analysis, Corporate Finance, Recruiting
Education
University of Kansas 1971 — 1976
BA, College of Liberal Arts and Sciences
Shawnee Mission North High School 1969 — 1971
Dana Hughey's Invesco Aim Experience October 1997 - July 1998
Job Morning News Anchor at KYTX CBS19
Industry Broadcast Media
Experience
KYTX CBS19 October 2010 - Present
KLTV-TV April 2001 - May 2009
KTRE-TV February 1999 - February 2001
TEKsystems July 1998 - January 1999
Invesco Aim October 1997 - July 1998
KPRC-TV May 1997 - October 1997
KPRC-TV May 1996 - August 1996
Education
Texas A&M University 1995 — 1997
Bachelor of Arts, Broadcast Journalism
Texas Christian University 1993 — 1995
Broadcast Journalism
KYTX CBS19 October 2010 - Present
KLTV-TV April 2001 - May 2009
KTRE-TV February 1999 - February 2001
TEKsystems July 1998 - January 1999
Invesco Aim October 1997 - July 1998
KPRC-TV May 1997 - October 1997
KPRC-TV May 1996 - August 1996
Education
Texas A&M University 1995 — 1997
Bachelor of Arts, Broadcast Journalism
Texas Christian University 1993 — 1995
Broadcast Journalism
Shannon Truman's Invesco Aim Experience November 1995 - January 2004
Job Financial Services Professional
Industry Financial Services
Experience
Invesco Aim November 1995 - January 2004
Education
Texas Tech University - Rawls College of Business 1989 — 1991
BBA, Finance
Invesco Aim November 1995 - January 2004
Education
Texas Tech University - Rawls College of Business 1989 — 1991
BBA, Finance
James Liechty's Invesco Aim Experience September 2007 - Present
Job Network Support Manager at Service Corporation International
Industry Financial Services
Experience
Service Corporation International April 2013 - Present
Invesco Aim September 2007 - Present
Aegis Mortgage Corporation 2006 - 2007
Houston ISD 2002 - 2006
Education
Texas A&M University 1993 — 1995
Bachelor of Science, Meteorology
Service Corporation International April 2013 - Present
Invesco Aim September 2007 - Present
Aegis Mortgage Corporation 2006 - 2007
Houston ISD 2002 - 2006
Education
Texas A&M University 1993 — 1995
Bachelor of Science, Meteorology
Harold Phipps's Invesco Aim Experience July 1998 - December 2001
Job Wind Control Operator at Pattern Energy
Industry Renewables & Environment
Experience
Pattern Energy January 2011 - Present
Direct Energy May 2008 - December 2010
Constellation Energy May 2006 - April 2008
Reliant Energy April 2002 - April 2006
Invesco Aim July 1998 - December 2001
Prudential Insurance February 1995 - July 1998
Houston Lighting and Power October 1990 - February 1994
Skills
NERC Certified, Balance and Interchange
Education
University of Houston, C.T. Bauer College of Business 1996 — 2001
BBA, Finance
Pattern Energy January 2011 - Present
Direct Energy May 2008 - December 2010
Constellation Energy May 2006 - April 2008
Reliant Energy April 2002 - April 2006
Invesco Aim July 1998 - December 2001
Prudential Insurance February 1995 - July 1998
Houston Lighting and Power October 1990 - February 1994
Skills
NERC Certified, Balance and Interchange
Education
University of Houston, C.T. Bauer College of Business 1996 — 2001
BBA, Finance
George Taylor, MS's Invesco Aim Experience February 2008 - March 2011
Job Human Resources Manager at Goodman Manufacturing
Industry Management Consulting
Experience
Goodman Manufacturing August 2012 - Present
TCT Enterprises, LLC April 2011 - Present
Invesco Aim February 2008 - March 2011
AIMCO Property Management 2005 - 2008 June 2005 - February 2008
Goodman Global Holdings Inc January 2004 - June 2005
HEB Foods Inc January 1997 - January 2004
South Texas Nuclear Operating Station January 1993 - January 1997
Skills
Human Resources, Management Consulting, Strategic Planning, Certified Mediator
Education
University of Houston-Victoria 2009 — 2011
Master of Science, Economic Development
University of Houston-Clear Lake 1990 — 1992
Bachelor of Business Administration
Goodman Manufacturing August 2012 - Present
TCT Enterprises, LLC April 2011 - Present
Invesco Aim February 2008 - March 2011
AIMCO Property Management 2005 - 2008 June 2005 - February 2008
Goodman Global Holdings Inc January 2004 - June 2005
HEB Foods Inc January 1997 - January 2004
South Texas Nuclear Operating Station January 1993 - January 1997
Skills
Human Resources, Management Consulting, Strategic Planning, Certified Mediator
Education
University of Houston-Victoria 2009 — 2011
Master of Science, Economic Development
University of Houston-Clear Lake 1990 — 1992
Bachelor of Business Administration
Heather Zetty's Invesco Aim Experience 2006 - Present
Job Sr. Financial Accountant at Invesco Aim
Industry Financial Services
Experience
Invesco Aim 2006 - Present
HVJ Associates, Inc. 2005 - March 2006
Clear Channel Entertainment 1999 - 2004
Skills
Fund Accounting, Financial Reporting, SEC filings, Financial Analysis, Variance Analysis, Mutual Funds, Accounting, Sarbanes-Oxley Act, Hyperion Enterprise, Sarbanes-Oxley, Cash Management, Financial Modeling, Account Reconciliation, General Ledger
Education
Stephen F. Austin State University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting and Computer Science
Angelina Coll 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Accounting
Invesco Aim 2006 - Present
HVJ Associates, Inc. 2005 - March 2006
Clear Channel Entertainment 1999 - 2004
Skills
Fund Accounting, Financial Reporting, SEC filings, Financial Analysis, Variance Analysis, Mutual Funds, Accounting, Sarbanes-Oxley Act, Hyperion Enterprise, Sarbanes-Oxley, Cash Management, Financial Modeling, Account Reconciliation, General Ledger
Education
Stephen F. Austin State University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting and Computer Science
Angelina Coll 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Accounting
Celeste Reid's Invesco Aim Experience August 2000 - August 2007
Job Teacher
Industry Education Management
Experience
Katy ISD August 2013 - June 2015
Houston ISD August 2007 - July 2013
Invesco Aim August 2000 - August 2007
Sterling Bank 1998 - 2000
Education
Texas A&M University 1996 — 2000
BBA, Accounting
Katy ISD August 2013 - June 2015
Houston ISD August 2007 - July 2013
Invesco Aim August 2000 - August 2007
Sterling Bank 1998 - 2000
Education
Texas A&M University 1996 — 2000
BBA, Accounting
Barb Terry's Invesco Aim Experience
Job Director I.T. at Invesco Aim
Industry Financial Services
Experience
Invesco Aim
Skills
Team Building, Vendor Management, Business Analysis, Process Improvement, Budgets, Strategic Planning, Microsoft Office, Microsoft Excel, IT Management, Outlook, New Business Development, Leadership Development, Microsoft Word
Education
Southern Illinois University, Carbondale
Master's degree, Education/Science
Invesco Aim
Skills
Team Building, Vendor Management, Business Analysis, Process Improvement, Budgets, Strategic Planning, Microsoft Office, Microsoft Excel, IT Management, Outlook, New Business Development, Leadership Development, Microsoft Word
Education
Southern Illinois University, Carbondale
Master's degree, Education/Science
Bonnie Probst's Invesco Aim Experience April 1999 - April 2000
Job Customer Service Manager at Unilever
Industry Consumer Goods
Experience
Unilever February 2012 - Present
Unilever August 2009 - January 2012
Unilever March 2008 - July 2009
Unilever February 2007 - February 2008
MFS Investment Management September 2003 - February 2007
MFS Investment Management June 2000 - August 2003
Invesco Aim April 1999 - April 2000
Skills
SAP, Customer Service, Team Leadership, Process Improvement, Change Management, Project Management, Team Management, Customer Insight, SAP BW, Microsoft Excel, Supply Chain, Management, Account Management
Education
SUNY Cortland 1992 — 1996
BA, Sociology
Unilever February 2012 - Present
Unilever August 2009 - January 2012
Unilever March 2008 - July 2009
Unilever February 2007 - February 2008
MFS Investment Management September 2003 - February 2007
MFS Investment Management June 2000 - August 2003
Invesco Aim April 1999 - April 2000
Skills
SAP, Customer Service, Team Leadership, Process Improvement, Change Management, Project Management, Team Management, Customer Insight, SAP BW, Microsoft Excel, Supply Chain, Management, Account Management
Education
SUNY Cortland 1992 — 1996
BA, Sociology
Dena Duron's Invesco Aim Experience May 1998 - March 2001
Job IT Manager at GDF SUEZ Energy Resources NA
Industry Utilities
Experience
GDF SUEZ North America October 2007 - Present
GDF SUEZ North America February 2004 - September 2007
IS & T September 2003 - January 2004
BMC Software August 2002 - August 2003
Kforce Technical Staffing April 2002 - August 2002
F.S. Systems April 2001 - April 2002
Invesco Aim May 1998 - March 2001
Skills
Business Analysis, Siebel
Education
University of Houston 1994 — 1998
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
GDF SUEZ North America October 2007 - Present
GDF SUEZ North America February 2004 - September 2007
IS & T September 2003 - January 2004
BMC Software August 2002 - August 2003
Kforce Technical Staffing April 2002 - August 2002
F.S. Systems April 2001 - April 2002
Invesco Aim May 1998 - March 2001
Skills
Business Analysis, Siebel
Education
University of Houston 1994 — 1998
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Asmita Maknojia's Invesco Aim Experience June 2008 - November 2008
Job Senior Project Specialist at URS Corporation
Industry Civil Engineering
Experience
URS Corporation September 2009 - Present
AECOM 2009 - 2015
AECOM 2009 - 2015
Invesco Aim June 2008 - November 2008
Pioneer Muslim Federal Credit Union October 2005 - August 2006
Skills
Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Accounting, General Ledger
Education
University of Houston 2002 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance, 3.38
URS Corporation September 2009 - Present
AECOM 2009 - 2015
AECOM 2009 - 2015
Invesco Aim June 2008 - November 2008
Pioneer Muslim Federal Credit Union October 2005 - August 2006
Skills
Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Accounting, General Ledger
Education
University of Houston 2002 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance, 3.38