Invesco Funds Group
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Invesco Funds Group Employees
Employee
Years
Job
Industry
Betsy Lucas Betsy Lucas's Invesco Funds Group Experience September 2000 - December 2002
Job Business Development at eAccountable
Industry Online Media
Experience
eAccountable May 2014 - Present
UT San Diego October 2010 - March 2014
U.S. Department of State September 2009 - August 2010
PlattForm Advertising June 2008 - May 2009
High Noon Entertainment February 2003 - January 2007
Invesco Funds Group September 2000 - December 2002
Saatchi & Saatchi 1998 - 1999
Skills
Interactive Marketing, Lead Generation, PPC, Email Marketing, Media Buying, Direct Sales, Interactive Advertising, Online Advertising, Marketing, Social Media Marketing, Online Marketing, Business Development, Strategy, Social Media, Sales, Marketing Strategy, New Business Development, Management
Education
Baker University 2010 — 2011
MBA
Macquarie University 2007 — 2007
Masters Certificate of Marketing
University of Kansas 1993 — 1997
Bachelor of Science (BS), Business Communications
Shawnee Mission East
eAccountable May 2014 - Present
UT San Diego October 2010 - March 2014
U.S. Department of State September 2009 - August 2010
PlattForm Advertising June 2008 - May 2009
High Noon Entertainment February 2003 - January 2007
Invesco Funds Group September 2000 - December 2002
Saatchi & Saatchi 1998 - 1999
Skills
Interactive Marketing, Lead Generation, PPC, Email Marketing, Media Buying, Direct Sales, Interactive Advertising, Online Advertising, Marketing, Social Media Marketing, Online Marketing, Business Development, Strategy, Social Media, Sales, Marketing Strategy, New Business Development, Management
Education
Baker University 2010 — 2011
MBA
Macquarie University 2007 — 2007
Masters Certificate of Marketing
University of Kansas 1993 — 1997
Bachelor of Science (BS), Business Communications
Shawnee Mission East
Tamie Anderson, SPHR Tamie Anderson, SPHR's Invesco Funds Group Experience April 2000 - September 2001
Job Senior Employee Benefits Professional
Industry Human Resources
Experience
SCL Health May 2015 - Present
IHS Inc. August 2011 - April 2015
Verizon Communications Inc. January 2010 - April 2011
Verizon Business (formerly MCI/WorldCom) October 2001 - January 2010
INVESCO Funds Group April 2000 - September 2001
UnitedHealthcare (formerly MetraHealth/MetLife) July 1993 - May 2000
Skills
Human Resources, Employee Benefits, Training, HRIS, Leadership, Strategy, Management, Benefits Administration, Process Improvement, Project Management, HR Policies, Analysis, Policy, New Hire Orientations, Sales, Communication, Disability Insurance, Mergers, Vendor Management, Welfare, Employee Engagement, Personnel Management, Strategic Planning, Talent Management, Mergers & Acquisitions, Performance Management
Education
Regis University
Degree in progress, Human Resources Management
University of Colorado
Psychology and Biology
SCL Health May 2015 - Present
IHS Inc. August 2011 - April 2015
Verizon Communications Inc. January 2010 - April 2011
Verizon Business (formerly MCI/WorldCom) October 2001 - January 2010
INVESCO Funds Group April 2000 - September 2001
UnitedHealthcare (formerly MetraHealth/MetLife) July 1993 - May 2000
Skills
Human Resources, Employee Benefits, Training, HRIS, Leadership, Strategy, Management, Benefits Administration, Process Improvement, Project Management, HR Policies, Analysis, Policy, New Hire Orientations, Sales, Communication, Disability Insurance, Mergers, Vendor Management, Welfare, Employee Engagement, Personnel Management, Strategic Planning, Talent Management, Mergers & Acquisitions, Performance Management
Education
Regis University
Degree in progress, Human Resources Management
University of Colorado
Psychology and Biology
Lori (Greiner) Borgerding Lori (Greiner) Borgerding's Invesco Funds Group Experience 1998 - 2004
Job Product Manager, Investment and Financial Products
Industry Investment Management
Experience
Silvergate Capital Management, LLC April 2007 - June 2007
INVESCO Funds Group 1998 - 2004
Fidelity Investments 1995 - 1998
Creditanstalt Securities, Ltd. June 1994 - August 1994
Continental Bank 1989 - 1993
Skills
Mutual Funds, Equities, Fixed Income, Asset Management, Product Management, Investment Marketing, Marketing Strategy
Education
Georgetown University - The McDonough School of Business
MBA
Kalamazoo College
BA, Economics and French, International Commerce concentration
Silvergate Capital Management, LLC April 2007 - June 2007
INVESCO Funds Group 1998 - 2004
Fidelity Investments 1995 - 1998
Creditanstalt Securities, Ltd. June 1994 - August 1994
Continental Bank 1989 - 1993
Skills
Mutual Funds, Equities, Fixed Income, Asset Management, Product Management, Investment Marketing, Marketing Strategy
Education
Georgetown University - The McDonough School of Business
MBA
Kalamazoo College
BA, Economics and French, International Commerce concentration
Brittney Hock Brittney Hock's Invesco Funds Group Experience June 1997 - September 1999
Job
Industry Financial Services
Experience
IM=X Pilates August 2011 - Present
Berger Funds Group September 1999 - April 2002
INVESCO Funds Group June 1997 - September 1999
Skills
Financial Services, Public Relations, Marketing Communications, Social Media Marketing, Pilates, Event Planning, Corporate Communications, Administrative Work, Computer Proficiency, Real Estate, Managing Media Relations, Trade Shows, Online Auctions, Sales, Editing, Interviews, Marketing, Press Releases, Media Relations, Social Media
Education
UC San Diego 1987 — 1991
Bachelor of Arts (B.A.), Psychology
IM=X Pilates August 2011 - Present
Berger Funds Group September 1999 - April 2002
INVESCO Funds Group June 1997 - September 1999
Skills
Financial Services, Public Relations, Marketing Communications, Social Media Marketing, Pilates, Event Planning, Corporate Communications, Administrative Work, Computer Proficiency, Real Estate, Managing Media Relations, Trade Shows, Online Auctions, Sales, Editing, Interviews, Marketing, Press Releases, Media Relations, Social Media
Education
UC San Diego 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Erik Sauer Erik Sauer's Invesco Funds Group Experience 1997 - 2003
Job President On3 Strategies/Chairman of the Board at There Goes My Hero
Industry Professional Training & Coaching
Experience
There Goes My Hero August 2009 - Present
On3 Strategies 2005 - Present
American Guaranty and Trust Company 2003 - 2005
INVESCO Funds Group 1997 - 2003
BI Incorporated 1995 - 1997
Skills
Business Development, Marketing Strategy, Process Improvement, Strategic Partnerships, Partnering, Private Client Services, Business Networking, Fine Tuning Target..., Business Efficiency, Accountability, Target Marketing, Event Management, Private Clients, Management, Management Consulting, Team Building, Leadership Development, Account Management, Program Management, Small Business, Strategy, Sales, Consulting, Marketing, Coaching, Entrepreneurship, Strategic Planning
Education
Leadership Baltimore County 2007 — 2007
University of Delaware 1990 — 1994
BA, Social Sciences
Strath Haven 1986 — 1990
There Goes My Hero August 2009 - Present
On3 Strategies 2005 - Present
American Guaranty and Trust Company 2003 - 2005
INVESCO Funds Group 1997 - 2003
BI Incorporated 1995 - 1997
Skills
Business Development, Marketing Strategy, Process Improvement, Strategic Partnerships, Partnering, Private Client Services, Business Networking, Fine Tuning Target..., Business Efficiency, Accountability, Target Marketing, Event Management, Private Clients, Management, Management Consulting, Team Building, Leadership Development, Account Management, Program Management, Small Business, Strategy, Sales, Consulting, Marketing, Coaching, Entrepreneurship, Strategic Planning
Education
Leadership Baltimore County 2007 — 2007
University of Delaware 1990 — 1994
BA, Social Sciences
Strath Haven 1986 — 1990
Richard Healey Richard Healey's Invesco Funds Group Experience 1997 - 2003
Job Consultant
Industry Financial Services
Experience
ICON Advisers August 2013 - October 2014
Allianz Life January 2008 - December 2010
Jackson National Life 2004 - 2008
INVESCO Funds Group 1997 - 2003
LGT Asset Management, GT Global Inc 1996 - 1998
The Boston Company 1993 - 1996
Skills
Series 7, Mutual Funds, Separately Managed..., Fixed Annuities, Investments, Series 63, Wealth Management, Financial Services, Series 6, Retirement Planning, Retirement, Asset Management, Strategic Financial..., Alternative Investments, Series 65, FINRA, Insurance, Estate Planning, Life Insurance, Variable Annuities, 401k, Series 24, Asset Allocation, Long-term Care, Hedge Funds, ETFs, Uniform Combined State..., Investment Management, Disability Insurance, IRAs, Investment Advisory, Investment Strategies, Long Term Care Insurance, Securities, Portfolio Management, Financial Planning
Education
Franklin & Marshall College 1972 — 1976
BA, Economics
ICON Advisers August 2013 - October 2014
Allianz Life January 2008 - December 2010
Jackson National Life 2004 - 2008
INVESCO Funds Group 1997 - 2003
LGT Asset Management, GT Global Inc 1996 - 1998
The Boston Company 1993 - 1996
Skills
Series 7, Mutual Funds, Separately Managed..., Fixed Annuities, Investments, Series 63, Wealth Management, Financial Services, Series 6, Retirement Planning, Retirement, Asset Management, Strategic Financial..., Alternative Investments, Series 65, FINRA, Insurance, Estate Planning, Life Insurance, Variable Annuities, 401k, Series 24, Asset Allocation, Long-term Care, Hedge Funds, ETFs, Uniform Combined State..., Investment Management, Disability Insurance, IRAs, Investment Advisory, Investment Strategies, Long Term Care Insurance, Securities, Portfolio Management, Financial Planning
Education
Franklin & Marshall College 1972 — 1976
BA, Economics
Sean Sandoval's Invesco Funds Group Experience 1996 - 1998
Job Director of Education and Product Enablement at CERTENT
Industry Computer Software
Experience
Certent, Inc. January 2014 - Present
Rivet Software September 2009 - January 2014
ALPS Fund Services, Inc. December 2006 - March 2008
SunGard February 2002 - December 2006
Janus Capital Group 1998 - 2002
Invesco Funds Group 1996 - 1998
Skills
Microsoft Word, Microsoft Excel, Project Management, Visio, XBRL, Financial Reporting, SEC filings, Quality Assurance, Process Improvement, Team Leadership, Auditing, Salesforce.com, Business Analysis, SaaS, Business Intelligence, Financial Modeling, Financial Statements, Budgets, Enterprise Software, Analysis, Financial Analysis, Management, Accounting, Access, GAAP, Business Process..., Financial Accounting, US GAAP, Sarbanes-Oxley Act, Strategy, General Ledger, Revenue Recognition, ERP, Forecasting, Internal Controls, Account Reconciliation, Internal Audit, Software Documentation, SharePoint, Finance, Risk Management, Business Process, Software Project..., SEC Filings
Education
Colorado State University 2009 — 2009
Project Management Certification
University of Colorado Denver
Bachelor of Science, Finance and Accounting
Certent, Inc. January 2014 - Present
Rivet Software September 2009 - January 2014
ALPS Fund Services, Inc. December 2006 - March 2008
SunGard February 2002 - December 2006
Janus Capital Group 1998 - 2002
Invesco Funds Group 1996 - 1998
Skills
Microsoft Word, Microsoft Excel, Project Management, Visio, XBRL, Financial Reporting, SEC filings, Quality Assurance, Process Improvement, Team Leadership, Auditing, Salesforce.com, Business Analysis, SaaS, Business Intelligence, Financial Modeling, Financial Statements, Budgets, Enterprise Software, Analysis, Financial Analysis, Management, Accounting, Access, GAAP, Business Process..., Financial Accounting, US GAAP, Sarbanes-Oxley Act, Strategy, General Ledger, Revenue Recognition, ERP, Forecasting, Internal Controls, Account Reconciliation, Internal Audit, Software Documentation, SharePoint, Finance, Risk Management, Business Process, Software Project..., SEC Filings
Education
Colorado State University 2009 — 2009
Project Management Certification
University of Colorado Denver
Bachelor of Science, Finance and Accounting
Robert Orlowski Robert Orlowski's Invesco Funds Group Experience June 1999 - October 2001
Job Senior Data Architect at Pearson
Industry Higher Education
Experience
NCS Pearson September 2013 - Present
Comcast June 2010 - August 2013
Comcast Cable July 2007 - June 2010
Evergreen Assets, LLC December 2001 - June 2007
INVESCO Funds Group June 1999 - October 2001
PRIMESTAR (DIRECTV) January 1998 - June 1999
Skills
Access, Business Analysis, Risk Management, Database Design, Software Project..., Media Measurement, PowerDesigner, Data Analysis, Data Modeling, Cable Industry Media..., Logical Data Modeling, MySQL, Oracle, Atlassian Confluence, Confluence wiki, Microsoft Excel, Microsoft Word, PowerPoint, Hive, Hadoop, Microsoft Visio, GuideWorks STB, Erwin, Master Data Management, Project Management, Windows 7, SQR, Amdocs ABP billing, PL/SQL, Unix
Education
University of Arizona 1980 — 1981
MS Management Information Systems, Database, 3.6
University of Arizona 1976 — 1980
BS Business Administration, Management Information Systems, 3.7
NCS Pearson September 2013 - Present
Comcast June 2010 - August 2013
Comcast Cable July 2007 - June 2010
Evergreen Assets, LLC December 2001 - June 2007
INVESCO Funds Group June 1999 - October 2001
PRIMESTAR (DIRECTV) January 1998 - June 1999
Skills
Access, Business Analysis, Risk Management, Database Design, Software Project..., Media Measurement, PowerDesigner, Data Analysis, Data Modeling, Cable Industry Media..., Logical Data Modeling, MySQL, Oracle, Atlassian Confluence, Confluence wiki, Microsoft Excel, Microsoft Word, PowerPoint, Hive, Hadoop, Microsoft Visio, GuideWorks STB, Erwin, Master Data Management, Project Management, Windows 7, SQR, Amdocs ABP billing, PL/SQL, Unix
Education
University of Arizona 1980 — 1981
MS Management Information Systems, Database, 3.6
University of Arizona 1976 — 1980
BS Business Administration, Management Information Systems, 3.7
Laura Kazzaz, AM.APMP Laura Kazzaz, AM.APMP's Invesco Funds Group Experience 1989 - 1994
Job Sr. Proposal Manager
Industry Environmental Services
Experience
Parsons Corporation Kiewit Proposal GroupKiewit2013 - Present
URS Corporation February 2013 - October 2013
Shaw Environmental, Inc. March 2004 - February 2013
CH2M HILL June 2003 - March 2004
Environmental Chemical Corporation April 1994 - May 2003
Invesco Funds Group 1989 - 1994
Skills
Proposal Writing, Proposal Support, Government Proposals, Proposal Leadership, Marketing, Federal Proposals, Proposal Generation, Management, Contract Management, Remediation, RFP, Environmental Consulting, Government Contracting, Water, Environmental Awareness, Environmental Impact..., Hazardous Waste..., Environmental Compliance, Waste, Waste Management, RCRA, Environmental Services, Phase I, Sustainability, HAZWOPER, Environmental..., Groundwater, Environmental..., Water Quality, Soil, GIS, Sampling, Renewable Energy, Water Treatment, Environmental Science, Solid Waste, Technical Writing, Wastewater Treatment, Water Resources, Recycling, Asbestos, Water Management, Energy Efficiency, Proposal Production, Energy, Government Procurement, Earned Value Management, Indoor Air Quality, Nuclear, Feasibility Studies
Education
Colorado State University
Marketing
Metropolitan State College of Denver
B.S. Environmental Science, Environmental Science
Mile High Technical College
Drafting
Parsons Corporation Kiewit Proposal GroupKiewit2013 - Present
URS Corporation February 2013 - October 2013
Shaw Environmental, Inc. March 2004 - February 2013
CH2M HILL June 2003 - March 2004
Environmental Chemical Corporation April 1994 - May 2003
Invesco Funds Group 1989 - 1994
Skills
Proposal Writing, Proposal Support, Government Proposals, Proposal Leadership, Marketing, Federal Proposals, Proposal Generation, Management, Contract Management, Remediation, RFP, Environmental Consulting, Government Contracting, Water, Environmental Awareness, Environmental Impact..., Hazardous Waste..., Environmental Compliance, Waste, Waste Management, RCRA, Environmental Services, Phase I, Sustainability, HAZWOPER, Environmental..., Groundwater, Environmental..., Water Quality, Soil, GIS, Sampling, Renewable Energy, Water Treatment, Environmental Science, Solid Waste, Technical Writing, Wastewater Treatment, Water Resources, Recycling, Asbestos, Water Management, Energy Efficiency, Proposal Production, Energy, Government Procurement, Earned Value Management, Indoor Air Quality, Nuclear, Feasibility Studies
Education
Colorado State University
Marketing
Metropolitan State College of Denver
B.S. Environmental Science, Environmental Science
Mile High Technical College
Drafting
Rick Whipple Rick Whipple's Invesco Funds Group Experience December 1996 - July 2003
Job Vice President, Product Management Dividend Capital
Industry Financial Services
Experience
Dividend Capital March 2013 - Present
RS Investments April 2008 - February 2013
Janus Capital Group October 2003 - March 2008
INVESCO Funds Group December 1996 - July 2003
Skills
Alternative Investments, Asset Managment, Mutual Funds, Product Management, Product Development, Separate Accounts, Business Strategy, Separately Managed..., Hedge Funds, Asset Management, Investment Management, Series 7, Asset Allocation, Financial Services, Securities, ETFs, Equities
Education
University of Denver - Daniels College of Business 1999 — 2003
MBA
Northwestern University 1989 — 1993
Dana Hills High School 1986 — 1989
Dividend Capital March 2013 - Present
RS Investments April 2008 - February 2013
Janus Capital Group October 2003 - March 2008
INVESCO Funds Group December 1996 - July 2003
Skills
Alternative Investments, Asset Managment, Mutual Funds, Product Management, Product Development, Separate Accounts, Business Strategy, Separately Managed..., Hedge Funds, Asset Management, Investment Management, Series 7, Asset Allocation, Financial Services, Securities, ETFs, Equities
Education
University of Denver - Daniels College of Business 1999 — 2003
MBA
Northwestern University 1989 — 1993
Dana Hills High School 1986 — 1989
Kip Lebsock Kip Lebsock's Invesco Funds Group Experience January 1993 - March 1996
Job IT Enterprise Data Architecture Leader at Staples
Industry Retail
Experience
Staples November 2012 - Present
Staples October 2008 - November 2012
Corporate Express December 2004 - September 2008
Sirius Consulting December 2000 - November 2001
Quest Database Consulting May 1997 - December 2000
Raymond James Consulting May 1996 - May 1997
Professional Search and Placement March 1996 - May 1996
Invesco Funds Group January 1993 - March 1996
Great-West Life Annuity May 1989 - January 1993
Skills
Management, Business Intelligence, Data Warehousing, Business Intelligence..., IT Management, Integration, SDLC, Enterprise Architecture, IT Strategy, Business Analysis, Vendor Management, Performance Tuning, Data Architecture, Mentoring, ETL, ERP, IT Operations, Linux, Data Warehouse..., Oracle, Data Modeling, PL/SQL, Master Data Management, Software Project..., Data Migration, Cognos, Microstrategy, Netezza, Database Design, Architectures, Data Integration, Software Development, Architecture
Education
Metropolitan State University of Denver 1982 — 1987
BS, Managment Information Systems
Staples November 2012 - Present
Staples October 2008 - November 2012
Corporate Express December 2004 - September 2008
Sirius Consulting December 2000 - November 2001
Quest Database Consulting May 1997 - December 2000
Raymond James Consulting May 1996 - May 1997
Professional Search and Placement March 1996 - May 1996
Invesco Funds Group January 1993 - March 1996
Great-West Life Annuity May 1989 - January 1993
Skills
Management, Business Intelligence, Data Warehousing, Business Intelligence..., IT Management, Integration, SDLC, Enterprise Architecture, IT Strategy, Business Analysis, Vendor Management, Performance Tuning, Data Architecture, Mentoring, ETL, ERP, IT Operations, Linux, Data Warehouse..., Oracle, Data Modeling, PL/SQL, Master Data Management, Software Project..., Data Migration, Cognos, Microstrategy, Netezza, Database Design, Architectures, Data Integration, Software Development, Architecture
Education
Metropolitan State University of Denver 1982 — 1987
BS, Managment Information Systems
William Steffen William Steffen's Invesco Funds Group Experience 1992 - 1999
Job President/Owner of Steffen Financial, Inc
Industry Insurance
Experience
Steffen Financial Inc October 2003 - Present
ReplaceCobra.com June 2007 - Present
Janus Capital Group January 1998 - October 2003
Invesco Ltd. January 1992 - January 1999
INVESCO FUNDS GROUP 1992 - 1999
Skills
Insurance, Health Insurance, Health Savings Accounts, Mutual Funds, Finance, Employee Benefits, Retirement Planning, Selling, Life Insurance, Retirement, Sales, Term Life Insurance, Small Business, IRAs, Investments, Financial Advisory, Wealth Management, Disability Insurance, Strategic Financial..., Long-term Care, Series 63
Education
California State University-Northridge 1987 — 1992
BS, Finance
El Camino Real High School 1984 — 1987
Steffen Financial Inc October 2003 - Present
ReplaceCobra.com June 2007 - Present
Janus Capital Group January 1998 - October 2003
Invesco Ltd. January 1992 - January 1999
INVESCO FUNDS GROUP 1992 - 1999
Skills
Insurance, Health Insurance, Health Savings Accounts, Mutual Funds, Finance, Employee Benefits, Retirement Planning, Selling, Life Insurance, Retirement, Sales, Term Life Insurance, Small Business, IRAs, Investments, Financial Advisory, Wealth Management, Disability Insurance, Strategic Financial..., Long-term Care, Series 63
Education
California State University-Northridge 1987 — 1992
BS, Finance
El Camino Real High School 1984 — 1987
Mike Homyack Mike Homyack's Invesco Funds Group Experience 1997 - 2003
Job Director of Application Development
Industry Broadcast Media
Experience
Caption Colorado, LLC March 2005 - Present
Home Buyers Warranty 2004 - 2005
Invesco Funds Group 1997 - 2003
Kaivo September 2000 - March 2001
JCIT 1995 - 1997
Information Foundation 1991 - 1995
Skills
Software Development, Microsoft SQL Server, SQL, ASP.NET, Oracle, Unix, Agile Methodologies, Perl, Quality Assurance, C#, SDLC, Visio, Leadership, Business Analysis, C, Technical Staff..., Technical Direction, Software Design, Database Design, T-SQL Stored Procedures, Vendor Management, Delivering Technical..., Topic-based Authoring, Technical Product..., Design Documents, Coding Standards, Design Oversight, Technical Liaison, Redis, PubNub, Databases, Management, Integration, Requirements Analysis
Education
Colorado State University 1987 — 1991
Bachelor of Science (B.S.), Computer Science
Colorado State University
Bachelor of Science (B.S.), Computer Science
Caption Colorado, LLC March 2005 - Present
Home Buyers Warranty 2004 - 2005
Invesco Funds Group 1997 - 2003
Kaivo September 2000 - March 2001
JCIT 1995 - 1997
Information Foundation 1991 - 1995
Skills
Software Development, Microsoft SQL Server, SQL, ASP.NET, Oracle, Unix, Agile Methodologies, Perl, Quality Assurance, C#, SDLC, Visio, Leadership, Business Analysis, C, Technical Staff..., Technical Direction, Software Design, Database Design, T-SQL Stored Procedures, Vendor Management, Delivering Technical..., Topic-based Authoring, Technical Product..., Design Documents, Coding Standards, Design Oversight, Technical Liaison, Redis, PubNub, Databases, Management, Integration, Requirements Analysis
Education
Colorado State University 1987 — 1991
Bachelor of Science (B.S.), Computer Science
Colorado State University
Bachelor of Science (B.S.), Computer Science
Greg Jenkins, CFA Greg Jenkins, CFA's Invesco Funds Group 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
Tom Schieber Tom Schieber's Invesco Funds Group Experience 1996 - 1998
Job Real Estate Broker
Industry Real Estate
Experience
J. Rockcliff Realtors July 2012 - Present
ADP/SiS May 2000 - February 2003
Invesco Funds Group 1996 - 1998
Skills
REO, Real Estate, Short Sales, First Time Home Buyers, Foreclosures, Real Estate Transactions
Education
University of Colorado Denver 1996 — 1998
Business Administration
Westmont College 1990 — 1994
BA, Economics/Philosophy
Mission San Jose 1986 — 1990
J. Rockcliff Realtors July 2012 - Present
ADP/SiS May 2000 - February 2003
Invesco Funds Group 1996 - 1998
Skills
REO, Real Estate, Short Sales, First Time Home Buyers, Foreclosures, Real Estate Transactions
Education
University of Colorado Denver 1996 — 1998
Business Administration
Westmont College 1990 — 1994
BA, Economics/Philosophy
Mission San Jose 1986 — 1990
Christopher Cord Christopher Cord's Invesco Funds Group Experience 1993 - 2003
Job VP, Distribution Analytics at Jackson National Life
Industry Financial Services
Experience
Jackson National Life Distributors LLC January 2004 - Present
Janus 2003 - 2003
INVESCO Funds Group 1993 - 2003
Skills
Excel, PowerPoint, Access, Data Analysis, Word, Microsoft Office, Outlook, Research, Spreadsheets, Microsoft Excel, Microsoft Word, Insurance, Salesforce.com, Business Analysis, Market Research, Series 6, Sales, Analytics, Series 7, Financial Services, Mutual Funds
Education
University of Denver - Daniels College of Business 2007 — 2009
EMBA, Leadership
University of Colorado Denver
MS, Finance/Business Administration
Jackson National Life Distributors LLC January 2004 - Present
Janus 2003 - 2003
INVESCO Funds Group 1993 - 2003
Skills
Excel, PowerPoint, Access, Data Analysis, Word, Microsoft Office, Outlook, Research, Spreadsheets, Microsoft Excel, Microsoft Word, Insurance, Salesforce.com, Business Analysis, Market Research, Series 6, Sales, Analytics, Series 7, Financial Services, Mutual Funds
Education
University of Denver - Daniels College of Business 2007 — 2009
EMBA, Leadership
University of Colorado Denver
MS, Finance/Business Administration
Catherine Teutsch, CFP®, CLU Catherine Teutsch, CFP®, CLU's Invesco Funds Group Experience 1996 - 2002
Job Annual Shareholder Meeting Presentation Coach at DCP Midstream
Industry Management Consulting
Experience
Regional Transportation District (RTD) November 2013 - Present
McGraw-Hill Higher Education January 2010 - Present
Core Learning Matters January 2008 - Present
Swallow Hill Music Association 2006 - Present
DCP Midstream September 2014 - November 2014
City of Arvada 2008 - 2012
University of Denver September 2010 - August 2011
Transamerica Capital 2007 - 2008
Invesco Funds Group 1996 - 2002
Skills
Strategic Planning, Market Research, Management, Series 7, Financial Services, Asset Managment, Portfolio Management, Investments, Mutual Funds, Investment Strategies, Marketing, Marketing Strategy, Performance Management, Leadership, Strategy, Training, Staff Development, Competitive Analysis
Education
College for Financial Planning 2002 — 2005
M.S., Personal Financial Planning
University of Denver 1975 — 1977
B.A., English, Mass Communications
Regional Transportation District (RTD) November 2013 - Present
McGraw-Hill Higher Education January 2010 - Present
Core Learning Matters January 2008 - Present
Swallow Hill Music Association 2006 - Present
DCP Midstream September 2014 - November 2014
City of Arvada 2008 - 2012
University of Denver September 2010 - August 2011
Transamerica Capital 2007 - 2008
Invesco Funds Group 1996 - 2002
Skills
Strategic Planning, Market Research, Management, Series 7, Financial Services, Asset Managment, Portfolio Management, Investments, Mutual Funds, Investment Strategies, Marketing, Marketing Strategy, Performance Management, Leadership, Strategy, Training, Staff Development, Competitive Analysis
Education
College for Financial Planning 2002 — 2005
M.S., Personal Financial Planning
University of Denver 1975 — 1977
B.A., English, Mass Communications
Betsy Barker Betsy Barker's Invesco Funds Group Experience 1990 - 1993
Job Sr. Software Systems Engineer at Large Financial Services Company
Industry Financial Services
Experience
Large Insurance Company November 2010 - Present
My Own November 2008 - November 2010
CCT Computer and Communications Technologies August 2006 - October 2010
Japan Communications Inc. August 2006 - October 2010
Colorado Hospital Association 2003 - 2006
KMG EP 2002 - 2003
Navidec, Inc. 1999 - 2002
Greenbrier & Russel 1996 - 1999
INVESCO Funds Group 1990 - 1993
Invesco 1990 - 1993
Skills
Java Enterprise Edition, Tomcat, JSP, Servlets, EJB, Java, Weblogic, Software Development, AJAX, JBoss Application Server, JSF, PostgreSQL, Linux, XSLT, J2EE Application..., Agile Methodologies, XML, Web Services, Scrum, SQL, Web Applications, JavaScript, Enterprise Architecture, Architectures, Architecture, WebLogic, Android, Hibernate
Education
University of Northern Colorado 1983 — 1985
BA, Mathematics Education
Fort Lewis College 1980 — 1983
Engineering and Math
Large Insurance Company November 2010 - Present
My Own November 2008 - November 2010
CCT Computer and Communications Technologies August 2006 - October 2010
Japan Communications Inc. August 2006 - October 2010
Colorado Hospital Association 2003 - 2006
KMG EP 2002 - 2003
Navidec, Inc. 1999 - 2002
Greenbrier & Russel 1996 - 1999
INVESCO Funds Group 1990 - 1993
Invesco 1990 - 1993
Skills
Java Enterprise Edition, Tomcat, JSP, Servlets, EJB, Java, Weblogic, Software Development, AJAX, JBoss Application Server, JSF, PostgreSQL, Linux, XSLT, J2EE Application..., Agile Methodologies, XML, Web Services, Scrum, SQL, Web Applications, JavaScript, Enterprise Architecture, Architectures, Architecture, WebLogic, Android, Hibernate
Education
University of Northern Colorado 1983 — 1985
BA, Mathematics Education
Fort Lewis College 1980 — 1983
Engineering and Math
Greg Ledesma's Invesco Funds Group 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
Thomas Pellowe's Invesco Funds Group Experience 1992 - 2003
Job Executive Vice President at Dividend Capital
Industry Investment Management
Experience
Dividend Capital Group 2003 - Present
INVESCO Funds Group 1992 - 2003
State Street Bank June 1990 - April 1992
Skills
Alternative Investments, Securities, Hedge Funds, Asset Managment, Investments, Series 7, Asset Allocation, Series 63, Wealth Management, Series 24, Investment Strategies, People-oriented, Equities, Mutual Funds, Investment Advisory, ETFs, Asset Management, Series 65, Uniform Combined State..., Separately Managed..., Portfolio Management
Education
Bentley University 1986 — 1990
Bachelor of Science, Economics - Finance
Dividend Capital Group 2003 - Present
INVESCO Funds Group 1992 - 2003
State Street Bank June 1990 - April 1992
Skills
Alternative Investments, Securities, Hedge Funds, Asset Managment, Investments, Series 7, Asset Allocation, Series 63, Wealth Management, Series 24, Investment Strategies, People-oriented, Equities, Mutual Funds, Investment Advisory, ETFs, Asset Management, Series 65, Uniform Combined State..., Separately Managed..., Portfolio Management
Education
Bentley University 1986 — 1990
Bachelor of Science, Economics - Finance
Katha Stuart's Invesco Funds Group Experience November 1987 - November 1995
Job Volunteer
Industry Marketing and Advertising
Experience
Roswell High School Governance Council March 2014 - Present
Self-Employed December 2010 - Present
Relay For Life of Roswell July 2013 - May 2014
Crabapple Middle School PTA May 2011 - May 2013
Relay For Life of Roswell July 2009 - June 2012
Berger Funds November 1995 - January 1998
INVESCO Funds Group November 1987 - November 1995
Skills
Marketing Communications, Advertising, Event Planning, Marketing, Social Media Marketing, Social Media, Public Relations, Online Marketing, Marketing Strategy, Social Networking, Email Marketing, Integrated Marketing, Newsletters, Online Advertising, Strategic Planning, Corporate Communications, Marketing Research, Account Management, Trade Shows, Event Management, Copywriting, Fundraising, Press Releases, Leadership, Media Relations, Sales
Education
Georgia State University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
Roswell High School Governance Council March 2014 - Present
Self-Employed December 2010 - Present
Relay For Life of Roswell July 2013 - May 2014
Crabapple Middle School PTA May 2011 - May 2013
Relay For Life of Roswell July 2009 - June 2012
Berger Funds November 1995 - January 1998
INVESCO Funds Group November 1987 - November 1995
Skills
Marketing Communications, Advertising, Event Planning, Marketing, Social Media Marketing, Social Media, Public Relations, Online Marketing, Marketing Strategy, Social Networking, Email Marketing, Integrated Marketing, Newsletters, Online Advertising, Strategic Planning, Corporate Communications, Marketing Research, Account Management, Trade Shows, Event Management, Copywriting, Fundraising, Press Releases, Leadership, Media Relations, Sales
Education
Georgia State University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
David Dean Barrett David Dean Barrett's Invesco Funds Group Experience 1991 - 1996
Job www.onewithhistory.com
Industry Writing and Editing
Experience
One With History, Inc. February 2012 - Present
Visa June 2005 - February 2012
Barrett Business Solutions, Inc. September 2001 - May 2005
RCG Global Services October 2000 - August 2001
Moosie, LLLP 1998 - 2001
GLOBAL COMMERCE SYSTEMS, INC. July 1999 - August 2000
NCR Corporation September 1997 - September 1998
Donna Baldwin Talent 1996 - 1998
Invesco funds Group 1991 - 1996
AT&T January 1985 - April 1991
Skills
Historian, Screenwriter, Dynamic Speaker, Voice Over, Researchers, Screenwriting, Leadership, Public Speaking, History, World War II, American History, Military History, The Pacific War, Political History, Editing, Team Leadership, Project Management, Problem Solving, Strategic Planning, Process Improvement, Program Management, Television, Strategy, Management, Team Building, Entrepreneurship, Proposal Writing, Business Analysis, Marketing, Training, PMP, Vendor Management
Education
University of Colorado at Denver 2001 — 2006
MA History, Major - American History, Minor - European History
University of Colorado Denver 1970 — 1977
B.S. Business, Finance and Marketing
Lighthouse Writers Workshop, Inc.
Intermediate and Advanced Screenwriting Classes
PSI Seminars
Personal Growth
One With History, Inc. February 2012 - Present
Visa June 2005 - February 2012
Barrett Business Solutions, Inc. September 2001 - May 2005
RCG Global Services October 2000 - August 2001
Moosie, LLLP 1998 - 2001
GLOBAL COMMERCE SYSTEMS, INC. July 1999 - August 2000
NCR Corporation September 1997 - September 1998
Donna Baldwin Talent 1996 - 1998
Invesco funds Group 1991 - 1996
AT&T January 1985 - April 1991
Skills
Historian, Screenwriter, Dynamic Speaker, Voice Over, Researchers, Screenwriting, Leadership, Public Speaking, History, World War II, American History, Military History, The Pacific War, Political History, Editing, Team Leadership, Project Management, Problem Solving, Strategic Planning, Process Improvement, Program Management, Television, Strategy, Management, Team Building, Entrepreneurship, Proposal Writing, Business Analysis, Marketing, Training, PMP, Vendor Management
Education
University of Colorado at Denver 2001 — 2006
MA History, Major - American History, Minor - European History
University of Colorado Denver 1970 — 1977
B.S. Business, Finance and Marketing
Lighthouse Writers Workshop, Inc.
Intermediate and Advanced Screenwriting Classes
PSI Seminars
Personal Growth
Nicole Telgenhoff's Invesco Funds Group Experience 1996 - 2002
Job Financial Services Representative at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2013 - Present
Massage Therapist October 2003 - Present
Life Time Fitness November 2010 - November 2013
Heads Up Salon May 2011 - June 2012
Saddle Rock Salon October 2003 - April 2011
INVESCO Funds Group 1996 - 2002
Skills
Swedish, Therapeutic Massage, Deep Tissue Massage, Wellness, Research, Customer Service, Fitness, Public Speaking, Reflexology, Stress Management, Neuromuscular, Therapists, Sports, Pain Management, Muscle Pain, Chair Massage, Stretching, Small Business, Holistic Health, Trigger Point Therapy, Spa, Healing, Wellbeing, Myofascial Release, Medical Massage, Neuromuscular Therapy
Education
Boulder College of Massage Therapy 2002 — 2003
Massage Therapy
Emporia State University 1991 — 1995
BS, Finance
OppenheimerFunds November 2013 - Present
Massage Therapist October 2003 - Present
Life Time Fitness November 2010 - November 2013
Heads Up Salon May 2011 - June 2012
Saddle Rock Salon October 2003 - April 2011
INVESCO Funds Group 1996 - 2002
Skills
Swedish, Therapeutic Massage, Deep Tissue Massage, Wellness, Research, Customer Service, Fitness, Public Speaking, Reflexology, Stress Management, Neuromuscular, Therapists, Sports, Pain Management, Muscle Pain, Chair Massage, Stretching, Small Business, Holistic Health, Trigger Point Therapy, Spa, Healing, Wellbeing, Myofascial Release, Medical Massage, Neuromuscular Therapy
Education
Boulder College of Massage Therapy 2002 — 2003
Massage Therapy
Emporia State University 1991 — 1995
BS, Finance
Elizabeth Grice Elizabeth Grice's Invesco Funds Group Experience January 1997 - August 2000
Job Director of Corporate Communications at TeleTech
Industry Financial Services
Experience
TeleTech July 2014 - Present
First Data Corporation August 2006 - May 2014
Transamerica Investment Management January 2003 - August 2006
Berger Financial Group April 2001 - October 2002
Weber Shandwick August 2000 - April 2001
INVESCO Funds Group January 1997 - August 2000
Skills
Crisis Communications, Internal Communications, Corporate Communications, Communication Training, Press Releases, Message Development, Strategic Communications, Media Relations, Marketing Communications, Blogging, Public Relations, Newsletters, Social Media, Crisis Management, Integrated Marketing, Speech Writing, Copywriting, Editing, Web Content, Reputation Management, Event Planning, Content Development, Email Marketing, Brand Development, Social Networking, Content Management, Social Media Marketing, B2B Marketing, Publicity, Copy Editing, Thought Leadership, Messaging, Advertising, Corporate Branding, Content Strategy, Event Management, Digital Marketing, Web Content Management, Journalism, Online Marketing, Proofreading, Facebook, Community Development
Education
Colorado State University
M.S., Technical Communication
University at Buffalo
B.A., Media Study
TeleTech July 2014 - Present
First Data Corporation August 2006 - May 2014
Transamerica Investment Management January 2003 - August 2006
Berger Financial Group April 2001 - October 2002
Weber Shandwick August 2000 - April 2001
INVESCO Funds Group January 1997 - August 2000
Skills
Crisis Communications, Internal Communications, Corporate Communications, Communication Training, Press Releases, Message Development, Strategic Communications, Media Relations, Marketing Communications, Blogging, Public Relations, Newsletters, Social Media, Crisis Management, Integrated Marketing, Speech Writing, Copywriting, Editing, Web Content, Reputation Management, Event Planning, Content Development, Email Marketing, Brand Development, Social Networking, Content Management, Social Media Marketing, B2B Marketing, Publicity, Copy Editing, Thought Leadership, Messaging, Advertising, Corporate Branding, Content Strategy, Event Management, Digital Marketing, Web Content Management, Journalism, Online Marketing, Proofreading, Facebook, Community Development
Education
Colorado State University
M.S., Technical Communication
University at Buffalo
B.A., Media Study
Pete Werner Pete Werner's Invesco Funds Group Experience April 1996 - September 2003
Job Fixed Income Portfolio Manager at New Mexico ERB
Industry Investment Management
Experience
New Mexico ERB June 2014 - Present
Colorado PERA December 2012 - 2013
Colorado PERA September 2003 - December 2012
Invesco Funds Group April 1996 - September 2003
Alpine Consulting August 1994 - April 1996
Pacific Stock Exchange January 1990 - August 1994
Skills
Portfolio Management, Investments, Trading, Bonds, Asset Management, Financial Analysis, Fixed Income, Asset Allocation, Risk Management, Asset Managment, Alternative Investments, Corporate Finance, Equities, Financial Modeling, Hedge Funds, Investment Strategies, Valuation, Mutual Funds
Education
University of Colorado Denver 1999 — 2002
Masters Degree, Economics
Colorado State University 1987 — 1990
Bachelors Degree, Economics
New Mexico ERB June 2014 - Present
Colorado PERA December 2012 - 2013
Colorado PERA September 2003 - December 2012
Invesco Funds Group April 1996 - September 2003
Alpine Consulting August 1994 - April 1996
Pacific Stock Exchange January 1990 - August 1994
Skills
Portfolio Management, Investments, Trading, Bonds, Asset Management, Financial Analysis, Fixed Income, Asset Allocation, Risk Management, Asset Managment, Alternative Investments, Corporate Finance, Equities, Financial Modeling, Hedge Funds, Investment Strategies, Valuation, Mutual Funds
Education
University of Colorado Denver 1999 — 2002
Masters Degree, Economics
Colorado State University 1987 — 1990
Bachelors Degree, Economics
Anna Navarette Anna Navarette's Invesco Funds Group Experience February 1993 - January 2000
Job Vice President of Distribution Technology at Janus Capital
Industry Financial Services
Experience
Janus Capital Group October 2014 - Present
Janus Capital Group November 2013 - October 2014
Janus Capital January 2007 - November 2013
Janus Capital January 2000 - January 2003
Invesco January 1998 - January 2000
Invesco Funds Group February 1993 - January 2000
Invesco January 1996 - January 1998
Invesco January 1994 - January 1996
Martin Marietta January 1987 - January 1994
Skills
Program/Project..., Strategic Planning, Budget Process, Communication Skills, Staff Development, Program Management, Business Intelligence, Vendor Management, Data Warehousing, Software Project..., SDLC, Strategy, IT Management, Management, PMO, CRM, Oracle, Enterprise Software, Software Development, Governance, Business Analysis, IT Strategy, Information Technology, Salesforce.com, Project Planning, ITIL, Leadership, Analysis, IT Operations, Master Data Management, ETL, Integration, Team Building, Agile Methodologies
Education
Colorado State University-Pueblo
B.S
Janus Capital Group October 2014 - Present
Janus Capital Group November 2013 - October 2014
Janus Capital January 2007 - November 2013
Janus Capital January 2000 - January 2003
Invesco January 1998 - January 2000
Invesco Funds Group February 1993 - January 2000
Invesco January 1996 - January 1998
Invesco January 1994 - January 1996
Martin Marietta January 1987 - January 1994
Skills
Program/Project..., Strategic Planning, Budget Process, Communication Skills, Staff Development, Program Management, Business Intelligence, Vendor Management, Data Warehousing, Software Project..., SDLC, Strategy, IT Management, Management, PMO, CRM, Oracle, Enterprise Software, Software Development, Governance, Business Analysis, IT Strategy, Information Technology, Salesforce.com, Project Planning, ITIL, Leadership, Analysis, IT Operations, Master Data Management, ETL, Integration, Team Building, Agile Methodologies
Education
Colorado State University-Pueblo
B.S
Michael Andrich's Invesco Funds Group Experience November 1993 - November 1999
Job Senior Financial Analyst Comcast, Regional Revenue
Industry Telecommunications
Experience
Comcast November 2011 - Present
D'Mand Enterprises, LLC January 2004 - October 2011
Johns Manville January 2000 - May 2003
Invesco Funds Group November 1993 - November 1999
US Navy April 1984 - April 1989
Skills
Variance Analysis, P&L, Financial Modeling, Forecasting, Financial Analysis, Budgeting, Operations Management
Education
University of Colorado Boulder 1989 — 1993
Business, Finance and Marketing
Niwot High School
Comcast November 2011 - Present
D'Mand Enterprises, LLC January 2004 - October 2011
Johns Manville January 2000 - May 2003
Invesco Funds Group November 1993 - November 1999
US Navy April 1984 - April 1989
Skills
Variance Analysis, P&L, Financial Modeling, Forecasting, Financial Analysis, Budgeting, Operations Management
Education
University of Colorado Boulder 1989 — 1993
Business, Finance and Marketing
Niwot High School
Phil Crosley Phil Crosley's Invesco Funds Group Experience 1987 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
Post Oak Asset Management 2007 - 2009
Allianze Global Investers 2004 - 2006
New York Life Investment Management 2001 - 2004
IXIS Advisory Services 1997 - 1999
Stein Roe 1996 - 1998
Invesco Ltd. 1987 - 1996
INVESCO Funds Group 1987 - 1996
Invesco Aim 1987 - 1995
Education
Arizona State University 1975 — 1977
Post Oak Asset Management 2007 - 2009
Allianze Global Investers 2004 - 2006
New York Life Investment Management 2001 - 2004
IXIS Advisory Services 1997 - 1999
Stein Roe 1996 - 1998
Invesco Ltd. 1987 - 1996
INVESCO Funds Group 1987 - 1996
Invesco Aim 1987 - 1995
Education
Arizona State University 1975 — 1977
Dan Tarradellas Dan Tarradellas's Invesco Funds Group Experience 1997 - 2002
Job Bloomberg LP Spanish News Indexing Analyst
Industry Financial Services
Experience
Merrill Lynch, Banc of America August 2010 - August 2015
Credit Suisse First Boston December 2009 - August 2010
Lynx Capital Partners, LLC. June 2008 - December 2009
WaMu 2005 - 2008
Foresters 2003 - 2005
Invesco Funds Group 1997 - 2002
TCI Telecommunications 1995 - 1997
U S WEST 1994 - 1995
AT&T 1986 - 1994
Education
Rutgers University-New Brunswick
BS, Computer Science
Rutgers University-New Brunswick
MA, Music Theory and Copmposition
Merrill Lynch, Banc of America August 2010 - August 2015
Credit Suisse First Boston December 2009 - August 2010
Lynx Capital Partners, LLC. June 2008 - December 2009
WaMu 2005 - 2008
Foresters 2003 - 2005
Invesco Funds Group 1997 - 2002
TCI Telecommunications 1995 - 1997
U S WEST 1994 - 1995
AT&T 1986 - 1994
Education
Rutgers University-New Brunswick
BS, Computer Science
Rutgers University-New Brunswick
MA, Music Theory and Copmposition
Mark Stromberg Mark Stromberg's Invesco Funds Group Experience 1994 - 2000
Job Independent Sales Director at McGibbon Asset Management
Industry Investment Management
Experience
McGibbon Asset Management January 2010 - Present
CBIZ Financial Solutions 2003 - 2009
Atlantic Trust Company June 2002 - November 2003
INVESCO Funds Group 1994 - 2000
Wellington Management 1992 - 1993
Putnam Investments 1987 - 1992
Skills
Investment Strategies, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, New Business Development, Due Diligence, Strategic Financial..., Equities, Series 63, Asset Allocation, Financial Analysis, Investments, Bloomberg, Alternative Investments, Banking, Investment Advisory, Investor Relations, Asset Managment, Valuation, Hedge Funds, Options, Mergers, Investment Banking, 401k, Retirement, Financial Services, Securities, Derivatives, Fixed Income, Investment Management, Management, Private Equity, Accounting, Financial Modeling, Wealth Management..., Risk Management, Relationship Management, Retirement Planning, Finance, Estate Planning, Cash Flow, Budgets
Education
University of Colorado at Boulder - Leeds School of Business 1982 — 1987
BS, Finance
McGibbon Asset Management January 2010 - Present
CBIZ Financial Solutions 2003 - 2009
Atlantic Trust Company June 2002 - November 2003
INVESCO Funds Group 1994 - 2000
Wellington Management 1992 - 1993
Putnam Investments 1987 - 1992
Skills
Investment Strategies, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, New Business Development, Due Diligence, Strategic Financial..., Equities, Series 63, Asset Allocation, Financial Analysis, Investments, Bloomberg, Alternative Investments, Banking, Investment Advisory, Investor Relations, Asset Managment, Valuation, Hedge Funds, Options, Mergers, Investment Banking, 401k, Retirement, Financial Services, Securities, Derivatives, Fixed Income, Investment Management, Management, Private Equity, Accounting, Financial Modeling, Wealth Management..., Risk Management, Relationship Management, Retirement Planning, Finance, Estate Planning, Cash Flow, Budgets
Education
University of Colorado at Boulder - Leeds School of Business 1982 — 1987
BS, Finance
Madelyn Morales's Invesco Funds Group Experience February 1993 - June 1994
Job Life Insurance Agent
Industry Insurance
Experience
BANKERS LIFE & CASUALTY CO September 2015 - Present
Clarendon Early Education Service, Inc. August 1994 - Present
Invesco Funds Group February 1993 - June 1994
Skills
Public Speaking, Research, Teaching, Coaching, Project Management, Sales
Education
Springfield Technical Community College
Early Childhood Education and Teaching
BANKERS LIFE & CASUALTY CO September 2015 - Present
Clarendon Early Education Service, Inc. August 1994 - Present
Invesco Funds Group February 1993 - June 1994
Skills
Public Speaking, Research, Teaching, Coaching, Project Management, Sales
Education
Springfield Technical Community College
Early Childhood Education and Teaching
Laurie Carantit, HRIP's Invesco Funds Group Experience September 1999 - October 2003
Job IHRIM Director of Operations
Industry Nonprofit Organization Management
Experience
IHRIM February 2006 - Present
Aurora Loan Services April 2004 - February 2006
INVESCO Funds Group September 1999 - October 2003
Skills
HRIS, Association Management, Meeting Planning, Training, Onboarding, Human Capital, Administrative..., Succession Planning, Recruiting, Metrics, Talent Acquisition, Leadership Development, Benefits Administration, Deferred Compensation, Performance Management, Strategy, Program Management, Talent Management, Organizational..., Personnel Management, Human Resources, Process Improvement
Education
Keene State College 1994 — 1999
B.A., Sociology
IHRIM February 2006 - Present
Aurora Loan Services April 2004 - February 2006
INVESCO Funds Group September 1999 - October 2003
Skills
HRIS, Association Management, Meeting Planning, Training, Onboarding, Human Capital, Administrative..., Succession Planning, Recruiting, Metrics, Talent Acquisition, Leadership Development, Benefits Administration, Deferred Compensation, Performance Management, Strategy, Program Management, Talent Management, Organizational..., Personnel Management, Human Resources, Process Improvement
Education
Keene State College 1994 — 1999
B.A., Sociology
Eric Schranck Eric Schranck's Invesco Funds Group Experience 1998 - 2003
Job AVP, Sales Desk Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2013 - Present
Invesco Ltd. 2009 - June 2013
INVESCO Funds Group 1998 - 2003
Education
University of Northern Colorado 1987 — 1991
BA, Journalism/PR
OppenheimerFunds July 2013 - Present
Invesco Ltd. 2009 - June 2013
INVESCO Funds Group 1998 - 2003
Education
University of Northern Colorado 1987 — 1991
BA, Journalism/PR
Stephanie Thielen Stephanie Thielen's Invesco Funds Group Experience March 2001 - June 2003
Job
Industry Information Technology and Services
Experience
Initials, Inc. July 2013 - Present
Mary Kay Cosmetics December 1997 - Present
OtterBox June 2014 - Present
OtterBox January 2011 - June 2014
Statera September 2010 - February 2011
Ericsson May 2010 - August 2010
Managed Business Solutions July 2009 - April 2010
Level 3 Communications January 2004 - February 2008
Invesco Funds Group March 2001 - June 2003
Whittman-Hart / marchFIRST March 2000 - March 2001
Skills
Business Analysis, Visio, SDLC, Integration, Quality Assurance, Telecommunications, Agile Methodologies, Change Management, MS Project, Project Management, Requirements Analysis, Program Management, Software Documentation, Management, Team Leadership, Cross-functional Team..., Software Quality..., Testing, Business Process, Business Process...
Education
University of Northern Iowa 1991 — 1995
BA
Initials, Inc. July 2013 - Present
Mary Kay Cosmetics December 1997 - Present
OtterBox June 2014 - Present
OtterBox January 2011 - June 2014
Statera September 2010 - February 2011
Ericsson May 2010 - August 2010
Managed Business Solutions July 2009 - April 2010
Level 3 Communications January 2004 - February 2008
Invesco Funds Group March 2001 - June 2003
Whittman-Hart / marchFIRST March 2000 - March 2001
Skills
Business Analysis, Visio, SDLC, Integration, Quality Assurance, Telecommunications, Agile Methodologies, Change Management, MS Project, Project Management, Requirements Analysis, Program Management, Software Documentation, Management, Team Leadership, Cross-functional Team..., Software Quality..., Testing, Business Process, Business Process...
Education
University of Northern Iowa 1991 — 1995
BA
Mark James, MBA, MSCIS, OCP Mark James, MBA, MSCIS, OCP's Invesco Funds Group Experience September 1997 - December 1998
Job Sr. Technical Engineer (a.k.a. Sr. DBA) at IHS
Industry Information Technology and Services
Experience
IHS September 2008 - Present
University of Denver (DU) January 2006 - Present
Regis University March 2001 - December 2010
HealthTrans December 2007 - July 2008
MDC Holdings February 2005 - November 2007
Time Warner Telecom June 2001 - February 2005
InfoNow Corporation August 1999 - June 2001
INVESCO Funds Group September 1997 - December 1998
United Artists Theatre Circuit August 1994 - August 1997
United Artists Theatre Circuit March 1990 - July 1994
Skills
Windows, SQL Server, Databases, Troubleshooting, PL/SQL, Microsoft SQL Server, Oracle, Unix, Linux, Oracle Enterprise..., Data Center, Servers, Server Consolidation, Datacenter..., VMware, Solaris 8/9/10, Solaris Zones, InfoSphere, Datastage, FileNet, IIS, Weblogic, Apache, Toad, CMS, Database Design, SQL, MySQL, Solaris, Operating Systems, Integration, SharePoint
Education
Regis University 1998 — 2000
MSCIS, Database Technologies
Regis University 1995 — 1997
MBA, Finance and Accounting
McNeese State University 1988 — 1993
BS, Accounting
Alfred M. Barbe 1986 — 1987
Diploma, High School
Saint Paul's School 1985 — 1986
Working towards diploma, High School
Sulphur High School 1983 — 1985
Working towards diploma, High School
IHS September 2008 - Present
University of Denver (DU) January 2006 - Present
Regis University March 2001 - December 2010
HealthTrans December 2007 - July 2008
MDC Holdings February 2005 - November 2007
Time Warner Telecom June 2001 - February 2005
InfoNow Corporation August 1999 - June 2001
INVESCO Funds Group September 1997 - December 1998
United Artists Theatre Circuit August 1994 - August 1997
United Artists Theatre Circuit March 1990 - July 1994
Skills
Windows, SQL Server, Databases, Troubleshooting, PL/SQL, Microsoft SQL Server, Oracle, Unix, Linux, Oracle Enterprise..., Data Center, Servers, Server Consolidation, Datacenter..., VMware, Solaris 8/9/10, Solaris Zones, InfoSphere, Datastage, FileNet, IIS, Weblogic, Apache, Toad, CMS, Database Design, SQL, MySQL, Solaris, Operating Systems, Integration, SharePoint
Education
Regis University 1998 — 2000
MSCIS, Database Technologies
Regis University 1995 — 1997
MBA, Finance and Accounting
McNeese State University 1988 — 1993
BS, Accounting
Alfred M. Barbe 1986 — 1987
Diploma, High School
Saint Paul's School 1985 — 1986
Working towards diploma, High School
Sulphur High School 1983 — 1985
Working towards diploma, High School
Brian Hayward Brian Hayward's Invesco Funds Group Experience 1997 - 2004
Job Retired equity analyst/ portfolio manager
Industry Investment Management
Experience
Individual investment management January 2013 - Present
CoBiz Investment Management August 2005 - December 2012
Zacks Investment Research 2004 - 2005
Invesco Funds Group 1997 - 2004
Mississippi Valley Advisors 1987 - 1997
Skills
Equities, Portfolio Management, Mutual Funds, Investments, Series 7, Wealth Management, Equity Valuation, Financial Modeling, Equity Research, Alternative Investments, Asset Allocation, Investment Strategies, Financial Analysis, Investment Management, Securities, Bloomberg
Education
University of Missouri - St. Louis 1972 — 1974
Master of Arts (M.A.), Economics, 3.9
University of Missouri - St. Louis 1968 — 1969
Bachelor of Arts (B.A.), Mathematics
Individual investment management January 2013 - Present
CoBiz Investment Management August 2005 - December 2012
Zacks Investment Research 2004 - 2005
Invesco Funds Group 1997 - 2004
Mississippi Valley Advisors 1987 - 1997
Skills
Equities, Portfolio Management, Mutual Funds, Investments, Series 7, Wealth Management, Equity Valuation, Financial Modeling, Equity Research, Alternative Investments, Asset Allocation, Investment Strategies, Financial Analysis, Investment Management, Securities, Bloomberg
Education
University of Missouri - St. Louis 1972 — 1974
Master of Arts (M.A.), Economics, 3.9
University of Missouri - St. Louis 1968 — 1969
Bachelor of Arts (B.A.), Mathematics
Darryl Celkupa Darryl Celkupa's Invesco Funds Group Experience 1997 - 1998
Job Vice President at Matthews Asia
Industry Investment Management
Experience
Matthews Asia February 2013 - Present
Tamarac Inc. May 2011 - June 2012
Russell Investments 2006 - May 2011
Prudential Investments 1998 - 2005
INVESCO Funds Group 1997 - 1998
Warburg Pincus Funds 1994 - 1997
Skills
Alternative Investments, New Business Development, Investments, Separately Managed..., mutual funds, Relationship Management, Product Marketing, Sales Management, Corporate Social..., Mutual Funds, Asset Allocation, Strategy, Portfolio Management, Investment Management, Financial Services, Fixed Income, Equities, Business Development
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Princeton University 1984 — 1988
AB, Sociology
Matthews Asia February 2013 - Present
Tamarac Inc. May 2011 - June 2012
Russell Investments 2006 - May 2011
Prudential Investments 1998 - 2005
INVESCO Funds Group 1997 - 1998
Warburg Pincus Funds 1994 - 1997
Skills
Alternative Investments, New Business Development, Investments, Separately Managed..., mutual funds, Relationship Management, Product Marketing, Sales Management, Corporate Social..., Mutual Funds, Asset Allocation, Strategy, Portfolio Management, Investment Management, Financial Services, Fixed Income, Equities, Business Development
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Princeton University 1984 — 1988
AB, Sociology
Jeff Hector Jeff Hector's Invesco Funds Group Experience March 1995 - October 2003
Job Sr. Software Engineer at CoBank
Industry Computer Software
Experience
CoBank November 2003 - Present
INVESCO Funds Group March 1995 - October 2003
OppenheimerFunds 1991 - 1996
Oppenheimer Management Corp. January 1990 - March 1995
Skills
SDLC, Microsoft SQL Server, Agile Methodologies, VB.NET, Data Warehousing, Software Development, Requirements Analysis, SQL, Business Analysis, Integration, Software Documentation
Education
University of Colorado Denver 1988 — 1991
MBA, MIS
Regis University 1980 — 1984
BS, Computer Information Systems/Biology
CoBank November 2003 - Present
INVESCO Funds Group March 1995 - October 2003
OppenheimerFunds 1991 - 1996
Oppenheimer Management Corp. January 1990 - March 1995
Skills
SDLC, Microsoft SQL Server, Agile Methodologies, VB.NET, Data Warehousing, Software Development, Requirements Analysis, SQL, Business Analysis, Integration, Software Documentation
Education
University of Colorado Denver 1988 — 1991
MBA, MIS
Regis University 1980 — 1984
BS, Computer Information Systems/Biology
Ed Marvez's Invesco Funds Group Experience January 1993 - January 2002
Job Manager of Facilitators, Learning and Development at Specialized Loan Servicing LLC
Industry Human Resources
Experience
Specialized Loan Servicing LLC June 2013 - Present
BLI 2011 - June 2013
Resnik Partners 2008 - June 2013
MSEC 2011 - 2012
Charles Schwab September 2006 - April 2008
Qwest Communications September 2003 - September 2006
SUMMIT TRAINING AND DEVELOPMENT June 2002 - September 2003
INVESCO FUNDS GROUP January 1993 - January 2002
Skills
Public Speaking, Team Building, Performance Improvement, Leadership Development, Coaching, Change Management, Management Development, Talent Management, Organizational..., Performance Management, Succession Planning, Organizational..., Talent Development, Conflict Resolution, Training Delivery, Team Management, Training, Emotional Intelligence, Leadership, Project Management, Executive Coaching, Strategic Planning, Deferred Compensation, Workforce Planning, Human Resources, Recruiting, Employee Training, Management, Program Management, Process Improvement, Career Development, Instructional Design, Career Counseling, Employee Engagement, Employee Relations, Workshop Facilitation, Talent Acquisition, 360 Feedback, Culture Change, Onboarding, Consulting, Training & Development, Personnel Management
Education
University of Denver
Master, Applied Communication
Florida International University
Bachelor of Arts, English
University of Miami School of Law
JD, Law
Specialized Loan Servicing LLC June 2013 - Present
BLI 2011 - June 2013
Resnik Partners 2008 - June 2013
MSEC 2011 - 2012
Charles Schwab September 2006 - April 2008
Qwest Communications September 2003 - September 2006
SUMMIT TRAINING AND DEVELOPMENT June 2002 - September 2003
INVESCO FUNDS GROUP January 1993 - January 2002
Skills
Public Speaking, Team Building, Performance Improvement, Leadership Development, Coaching, Change Management, Management Development, Talent Management, Organizational..., Performance Management, Succession Planning, Organizational..., Talent Development, Conflict Resolution, Training Delivery, Team Management, Training, Emotional Intelligence, Leadership, Project Management, Executive Coaching, Strategic Planning, Deferred Compensation, Workforce Planning, Human Resources, Recruiting, Employee Training, Management, Program Management, Process Improvement, Career Development, Instructional Design, Career Counseling, Employee Engagement, Employee Relations, Workshop Facilitation, Talent Acquisition, 360 Feedback, Culture Change, Onboarding, Consulting, Training & Development, Personnel Management
Education
University of Denver
Master, Applied Communication
Florida International University
Bachelor of Arts, English
University of Miami School of Law
JD, Law
Ramana Reddy Depa's Invesco Funds Group Experience October 1991 - May 1995
Job CTO KillerIT at Forsythe Technology Inc
Industry Information Technology and Services
Experience
KillerIT, Division of Forsythe Technology August 2011 - Present
Forsythe Solutions May 2005 - January 2013
Dataweb Technologies March 2004 - April 2005
Tanning Technology June 1995 - October 2003
Invesco Funds Group October 1991 - May 1995
Skills
IT Strategy, Enterprise Architecture, Enterprise Software, Program Management, Strategy, Business Process, Pre-sales, IT Service Management, Management, Data Warehousing, Team Leadership, Architecture, Leadership, Financial Services, Portfolio Management, SDLC, Integration, Data Migration, Architectures, Technology Management, Vendor Management, Technical Architecture, Cloud Computing, IT Management
Education
University of Hyderabad 1986 — 1989
Bachelor of Technology, Computer Science
Osmania University 1983 — 1986
Bachelor of Science (Honors), Mathematics
KillerIT, Division of Forsythe Technology August 2011 - Present
Forsythe Solutions May 2005 - January 2013
Dataweb Technologies March 2004 - April 2005
Tanning Technology June 1995 - October 2003
Invesco Funds Group October 1991 - May 1995
Skills
IT Strategy, Enterprise Architecture, Enterprise Software, Program Management, Strategy, Business Process, Pre-sales, IT Service Management, Management, Data Warehousing, Team Leadership, Architecture, Leadership, Financial Services, Portfolio Management, SDLC, Integration, Data Migration, Architectures, Technology Management, Vendor Management, Technical Architecture, Cloud Computing, IT Management
Education
University of Hyderabad 1986 — 1989
Bachelor of Technology, Computer Science
Osmania University 1983 — 1986
Bachelor of Science (Honors), Mathematics
Chris Ingle, CFA's Invesco Funds Group Experience 1999 - 2005
Job
Industry Investment Management
Experience
State Street Global Advisors April 2014 - Present
Wells Fargo Bank May 2010 - March 2014
Morley Financial May 2009 - June 2010
Loomis Sayles August 2005 - May 2009
Invesco Funds Group 1999 - 2005
INVESCO 1999 - 2004
Skills
Equities, Fixed Income, Investments, Portfolio Management, Securities, Asset Management, High Yield, Alternative Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 1999
MBA
Texas Christian University - M.J. Neeley School of Business 1989 — 1993
BBA
State Street Global Advisors April 2014 - Present
Wells Fargo Bank May 2010 - March 2014
Morley Financial May 2009 - June 2010
Loomis Sayles August 2005 - May 2009
Invesco Funds Group 1999 - 2005
INVESCO 1999 - 2004
Skills
Equities, Fixed Income, Investments, Portfolio Management, Securities, Asset Management, High Yield, Alternative Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 1999
MBA
Texas Christian University - M.J. Neeley School of Business 1989 — 1993
BBA
Delta Donohue's Invesco Funds Group Experience 1998 - 2003
Job Owner Anoothi US, LLC
Industry International Affairs
Experience
Anoothi US, LLC January 2007 - Present
Pomegranate Place 2010 - August 2012
Namaste India Children's Fund January 2006 - December 2011
INVESCO North America 1994 - 2007
INVESCO Funds Group 1998 - 2003
INVESCO Funds Group 1993 - 1998
St. Mary's Academy 1988 - 1993
Education
Regis University 2007 — 2008
Organizational Communication
Regis University 1995 — 1998
BSBA, Finance and International Business
Littleton High School
Anoothi US, LLC January 2007 - Present
Pomegranate Place 2010 - August 2012
Namaste India Children's Fund January 2006 - December 2011
INVESCO North America 1994 - 2007
INVESCO Funds Group 1998 - 2003
INVESCO Funds Group 1993 - 1998
St. Mary's Academy 1988 - 1993
Education
Regis University 2007 — 2008
Organizational Communication
Regis University 1995 — 1998
BSBA, Finance and International Business
Littleton High School
Dean Kimes's Invesco Funds Group Experience 1999 - 2001
Job Data Integration and Systems Architect at AxisPoint Health
Industry Health, Wellness and Fitness
Experience
AxisPoint Health June 2015 - Present
McKesson Connected Care & Analytics October 2014 - May 2015
McKesson MHS February 2007 - October 2014
McKesson October 2004 - February 2007
Systest Labs, LLC October 2002 - October 2004
Invesco Funds Group 1999 - 2001
Bechtel Corporation 1997 - 1999
Contracting 1993 - 1997
McDonnell Douglas 1989 - 1993
Skills
Project Management, Software Project..., Software Engineering, Software Design, Software Quality..., Software Development, IT Management, Datastage, ETL, Oracle SQL, Oracle, Healthcare Information..., Requirements Analysis, Quality Center, Sybase, Analysis, SDLC, SharePoint, Windows, Agile Methodologies, Quality Assurance, Customer Service, System Integration..., Quality Management, Six Sigma, Business Analysis
Education
University of Florida 1982 — 1986
AxisPoint Health June 2015 - Present
McKesson Connected Care & Analytics October 2014 - May 2015
McKesson MHS February 2007 - October 2014
McKesson October 2004 - February 2007
Systest Labs, LLC October 2002 - October 2004
Invesco Funds Group 1999 - 2001
Bechtel Corporation 1997 - 1999
Contracting 1993 - 1997
McDonnell Douglas 1989 - 1993
Skills
Project Management, Software Project..., Software Engineering, Software Design, Software Quality..., Software Development, IT Management, Datastage, ETL, Oracle SQL, Oracle, Healthcare Information..., Requirements Analysis, Quality Center, Sybase, Analysis, SDLC, SharePoint, Windows, Agile Methodologies, Quality Assurance, Customer Service, System Integration..., Quality Management, Six Sigma, Business Analysis
Education
University of Florida 1982 — 1986
Sandi Moninger, PHR's Invesco Funds Group Experience April 2000 - December 2003
Job VP, Human Resources at Century Communities, Inc.
Industry Banking
Experience
Century Communities, Inc. January 2015 - Present
Solera National Bank January 2014 - July 2014
Scottrade March 2010 - December 2013
Computer Research, Inc. (CRI) January 2006 - February 2010
Janus Capital Group June 2004 - January 2006
OppenheimerFunds February 2004 - April 2004
INVESCO Funds Group April 2000 - December 2003
Skills
Visio, Deferred Compensation, SharePoint, HRIS, Talent Management, SDLC, Benefits Administration, Employee Relations, Human Resources, Talent Acquisition, Analysis, Recruiting, Strategic Planning, Performance Management, Leadership, Employee Benefits, Financial Services, Applicant Tracking..., 401k, College Recruiting, Workforce Planning, Team Leadership, Onboarding, New Hire Orientations, Employee Engagement, Succession Planning, FMLA, ADP Payroll, Internet Recruiting, Interviews, Personnel Management, Employee Training, Hiring, Technical Recruiting, HR Policies, Organizational..., Employer Branding, Sourcing
Education
Philadelphia University 1991 — 1995
Bachelor of Science (BS), Business Administration
Regis University
PHR Certification prep class
Century Communities, Inc. January 2015 - Present
Solera National Bank January 2014 - July 2014
Scottrade March 2010 - December 2013
Computer Research, Inc. (CRI) January 2006 - February 2010
Janus Capital Group June 2004 - January 2006
OppenheimerFunds February 2004 - April 2004
INVESCO Funds Group April 2000 - December 2003
Skills
Visio, Deferred Compensation, SharePoint, HRIS, Talent Management, SDLC, Benefits Administration, Employee Relations, Human Resources, Talent Acquisition, Analysis, Recruiting, Strategic Planning, Performance Management, Leadership, Employee Benefits, Financial Services, Applicant Tracking..., 401k, College Recruiting, Workforce Planning, Team Leadership, Onboarding, New Hire Orientations, Employee Engagement, Succession Planning, FMLA, ADP Payroll, Internet Recruiting, Interviews, Personnel Management, Employee Training, Hiring, Technical Recruiting, HR Policies, Organizational..., Employer Branding, Sourcing
Education
Philadelphia University 1991 — 1995
Bachelor of Science (BS), Business Administration
Regis University
PHR Certification prep class
Doug Huffman's Invesco Funds Group Experience 1997 - 2004
Job Assistant Vice President Software Delivery
Industry Computer Software
Experience
Oppenheimerfunds, Inc 2008 - Present
Oppenheimer Funds June 2006 - Present
Jeppesen 2005 - 2007
Jeppesen 2005 - 2007
INVESCO Funds Group 1997 - 2004
INVESCO 1997 - 2004
Skills
Requirements Analysis, Vendor Management, SDLC, Software Development, Process Improvement, Agile Methodologies, Business Analysis, Quality Assurance, Agile Project Management, Mutual Funds, PMP, Leadership, Software Project..., SharePoint, Business Intelligence, Series 7, Relationship Management, Requirements Gathering, Risk Management, Visio
Education
University of Colorado at Boulder 1984 — 1988
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Oppenheimerfunds, Inc 2008 - Present
Oppenheimer Funds June 2006 - Present
Jeppesen 2005 - 2007
Jeppesen 2005 - 2007
INVESCO Funds Group 1997 - 2004
INVESCO 1997 - 2004
Skills
Requirements Analysis, Vendor Management, SDLC, Software Development, Process Improvement, Agile Methodologies, Business Analysis, Quality Assurance, Agile Project Management, Mutual Funds, PMP, Leadership, Software Project..., SharePoint, Business Intelligence, Series 7, Relationship Management, Requirements Gathering, Risk Management, Visio
Education
University of Colorado at Boulder 1984 — 1988
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Crystal Richards M.Ed.'s Invesco Funds Group Experience June 2000 - November 2003
Job Learning and Talent Management Leader at TIAACREF: Innovation, Relationship Development and Performance Optimization
Industry Financial Services
Experience
TIAA-CREF January 2013 - Present
TIAA-CREF April 2011 - January 2013
TIAA-CREF April 2007 - April 2011
TIAA-CREF April 2006 - April 2007
AIM Investments November 2003 - April 2006
INVESCO Funds Group June 2000 - November 2003
Skills
Process Improvement, Call Center, Needs Analysis, Mutual Funds, Relationship Management, Investments, Series 7, Customer Service, Project Management, Business Analysis, Strategic Planning, Strategic Financial..., Operations Management, Call Centers
Education
Regis University 2008 — 2010
Master of Education, Adult Learning, Development and Training
University of Northern Colorado 1996 — 2000
BS, Business Administration
Colorado Life, Health and Annuity Insurance
Licenses, Series 6, 26, 63
TIAA-CREF January 2013 - Present
TIAA-CREF April 2011 - January 2013
TIAA-CREF April 2007 - April 2011
TIAA-CREF April 2006 - April 2007
AIM Investments November 2003 - April 2006
INVESCO Funds Group June 2000 - November 2003
Skills
Process Improvement, Call Center, Needs Analysis, Mutual Funds, Relationship Management, Investments, Series 7, Customer Service, Project Management, Business Analysis, Strategic Planning, Strategic Financial..., Operations Management, Call Centers
Education
Regis University 2008 — 2010
Master of Education, Adult Learning, Development and Training
University of Northern Colorado 1996 — 2000
BS, Business Administration
Colorado Life, Health and Annuity Insurance
Licenses, Series 6, 26, 63
Matt Amsberry, CPA, CFA's Invesco Funds Group Experience 2000 - 2003
Job Owner at Amsberry & Associates, PC
Industry Accounting
Experience
Amsberry & Associates, PC January 2008 - Present
Amsberry & Seefried, PC June 2005 - Present
Invesco Funds Group 2000 - 2003
Education
Regis University 2001 — 2003
MBA, Accounting
University of Colorado Denver 1996 — 2000
Business Administration, Accounting, Finance
Amsberry & Associates, PC January 2008 - Present
Amsberry & Seefried, PC June 2005 - Present
Invesco Funds Group 2000 - 2003
Education
Regis University 2001 — 2003
MBA, Accounting
University of Colorado Denver 1996 — 2000
Business Administration, Accounting, Finance
Johnathan Burnham, CFA's Invesco Funds Group Experience 1992 - 1999
Job Managing Director; Director, Research Communications at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management January 2006 - Present
Advised Assets Group 2003 - 2006
Great-West Life and Annuity Insurance Company 1999 - 2003
INVESCO Funds Group 1992 - 1999
Education
University of Colorado Denver 1993 — 1997
MBA, Business
Colorado State University 1988 — 1992
Finance
Thornburg Investment Management January 2006 - Present
Advised Assets Group 2003 - 2006
Great-West Life and Annuity Insurance Company 1999 - 2003
INVESCO Funds Group 1992 - 1999
Education
University of Colorado Denver 1993 — 1997
MBA, Business
Colorado State University 1988 — 1992
Finance
Kim Pfenning's Invesco Funds Group Experience 1994 - 2003
Job PwC
Industry Financial Services
Experience
PwC June 2015 - Present
ProFund Advisors LLC March 2008 - May 2015
Jackson National Life July 2006 - 2008
AMVESCAP 2003 - 2005
INVESCO 1994 - 2003
INVESCO Funds Group 1994 - 2003
Skills
Mutual Funds, Investments, Financial Services, ETFs, Strategic Planning, Series 7, CRM, Analytics, Alternative Investments, Equities, Business Analysis, Asset Managment, Project Management, Market Research, Asset Management, Asset Allocation, Securities, Portfolio Management, Hedge Funds, Wealth Management, Investment Strategies, Fixed Income, Investment Management, Investment Advisory, Risk Management, Marketing, FINRA
Education
University of Colorado at Denver 1990 — 1992
MBA
National American University 1983 — 1986
BS & AAS, Business Administration & Information Technology
PwC June 2015 - Present
ProFund Advisors LLC March 2008 - May 2015
Jackson National Life July 2006 - 2008
AMVESCAP 2003 - 2005
INVESCO 1994 - 2003
INVESCO Funds Group 1994 - 2003
Skills
Mutual Funds, Investments, Financial Services, ETFs, Strategic Planning, Series 7, CRM, Analytics, Alternative Investments, Equities, Business Analysis, Asset Managment, Project Management, Market Research, Asset Management, Asset Allocation, Securities, Portfolio Management, Hedge Funds, Wealth Management, Investment Strategies, Fixed Income, Investment Management, Investment Advisory, Risk Management, Marketing, FINRA
Education
University of Colorado at Denver 1990 — 1992
MBA
National American University 1983 — 1986
BS & AAS, Business Administration & Information Technology
Nancy Besso (Walsh)'s Invesco Funds Group Experience 2000 - 2003
Job Experienced IT Program and Implementation Manager
Industry Financial Services
Experience
Deutsche Bank/RREEF October 2011 - Present
Deustche Bank/RREEF April 2007 - September 2011
American Cancer Society 2005 - 2007
Tier1 Innovation 2003 - 2005
Invesco Funds Group 2000 - 2003
Greenbrier & Russel 1993 - 1999
Kemper Financial Services 1991 - 1992
Skills
Program Management, Customer Focus, IT Management, Decision Making, Solution Driven
Education
Illinois State University 1988 — 1992
BS, Computer Science
Deutsche Bank/RREEF October 2011 - Present
Deustche Bank/RREEF April 2007 - September 2011
American Cancer Society 2005 - 2007
Tier1 Innovation 2003 - 2005
Invesco Funds Group 2000 - 2003
Greenbrier & Russel 1993 - 1999
Kemper Financial Services 1991 - 1992
Skills
Program Management, Customer Focus, IT Management, Decision Making, Solution Driven
Education
Illinois State University 1988 — 1992
BS, Computer Science
Brent Olson's Invesco Funds Group Experience December 2000 - October 2004
Job Scout Investments
Industry Capital Markets
Experience
Scout Investments October 2013 - Present
Three Peaks Capital December 2005 - October 2013
Invesco Funds Group December 2000 - October 2004
Janus Capital Group September 1996 - December 2000
GIT Investment Funds January 1990 - August 1993
Skills
Equity Research, Traders
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1994
MBA, Finance
University of Virginia 1985 — 1989
BA, anthropology
Wakefield high school 1985 — 1989
Scout Investments October 2013 - Present
Three Peaks Capital December 2005 - October 2013
Invesco Funds Group December 2000 - October 2004
Janus Capital Group September 1996 - December 2000
GIT Investment Funds January 1990 - August 1993
Skills
Equity Research, Traders
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1994
MBA, Finance
University of Virginia 1985 — 1989
BA, anthropology
Wakefield high school 1985 — 1989
Susan (Limbacher) Putnam's Invesco Funds Group Experience March 2000 - June 2003
Job Business Analyst
Industry Information Technology and Services
Experience
TIAA-CREF January 2008 - April 2013
Janus Management Holdings Corp July 2006 - October 2007
Public Employees' Retirement Association of CO July 2003 - July 2006
INVESCO Funds Group March 2000 - June 2003
Oppenheimer Shareholder Services September 1990 - March 2000
PACE Membership Warehouse March 1988 - September 1990
Oppenheimer Shareholder Services August 1986 - March 1988
Mountain Software Growers May 1985 - August 1986
Computer Task Group March 1984 - May 1985
Frederick Military Academy August 1977 - August 1982
Skills
Business Analysis, Financial Services, SQL, Project Management, Data Analysis, Product Support, Cross-functional Team..., Research, SDLC, Microsoft SQL Server, Oracle, Sybase, Business Intelligence..., Series 7, Series 63, Change Management, Troubleshooting, Problem Solving, Sungard OMNIStation, LongView 2000, Process Improvement, Quality Assurance, System Testing, Mutual Funds, Fixed Annuities, Variable Annuities, Software Implementation
Education
Computer Sharing Services Institute 1983 — 1984
Certificate in Computer Programming, Computer Programming, 4.0
University of Colorado at Boulder 1971 — 1975
Bachelor of Arts (B.A.) With Distinction, German Language and Literature, Spanish Language and Literature, CO Type A teacher certification, 3.6
TIAA-CREF January 2008 - April 2013
Janus Management Holdings Corp July 2006 - October 2007
Public Employees' Retirement Association of CO July 2003 - July 2006
INVESCO Funds Group March 2000 - June 2003
Oppenheimer Shareholder Services September 1990 - March 2000
PACE Membership Warehouse March 1988 - September 1990
Oppenheimer Shareholder Services August 1986 - March 1988
Mountain Software Growers May 1985 - August 1986
Computer Task Group March 1984 - May 1985
Frederick Military Academy August 1977 - August 1982
Skills
Business Analysis, Financial Services, SQL, Project Management, Data Analysis, Product Support, Cross-functional Team..., Research, SDLC, Microsoft SQL Server, Oracle, Sybase, Business Intelligence..., Series 7, Series 63, Change Management, Troubleshooting, Problem Solving, Sungard OMNIStation, LongView 2000, Process Improvement, Quality Assurance, System Testing, Mutual Funds, Fixed Annuities, Variable Annuities, Software Implementation
Education
Computer Sharing Services Institute 1983 — 1984
Certificate in Computer Programming, Computer Programming, 4.0
University of Colorado at Boulder 1971 — 1975
Bachelor of Arts (B.A.) With Distinction, German Language and Literature, Spanish Language and Literature, CO Type A teacher certification, 3.6
Jason Haddock's Invesco Funds Group Experience 2000 - 2003
Job Asset Forfeiture Specialist at IRS Criminal Investigation
Industry Government Administration
Experience
IRS Criminal Investigation October 2011 - Present
Large Financial Services Company March 2004 - October 2011
INVESCO October 2000 - October 2003
Invesco Funds Group 2000 - 2003
Skills
Mutual Funds, Securities, Accounting, Sarbanes-Oxley Act, Business Analysis, Microsoft Excel, Fund Accounting, Project Management, Customer Service, Bloomberg, Bloomberg Terminal, Corporate Actions, Account Reconciliation
Education
Metropolitan State College of Denver 1997 — 2001
IRS Criminal Investigation October 2011 - Present
Large Financial Services Company March 2004 - October 2011
INVESCO October 2000 - October 2003
Invesco Funds Group 2000 - 2003
Skills
Mutual Funds, Securities, Accounting, Sarbanes-Oxley Act, Business Analysis, Microsoft Excel, Fund Accounting, Project Management, Customer Service, Bloomberg, Bloomberg Terminal, Corporate Actions, Account Reconciliation
Education
Metropolitan State College of Denver 1997 — 2001
Paul Leone's Invesco Funds Group Experience May 1997 - June 2002
Job BrokerDealer Investment Adviser Investment Company
Industry Investment Management
Experience
Broker-Dealer and Investment Adviser Attorney May 2015 - Present
Leone Law Office September 2014 - May 2015
ALPS Fund Services, Inc. April 2010 - August 2014
Old Mutual Capital October 2005 - December 2009
Wisconsin Capital Management January 2003 - October 2005
INVESCO Funds Group May 1997 - June 2002
Skills
FINRA, Mutual Funds, Securities, Series 24, Alternative Investments, Series 7, Securities Regulation, Investments, Asset Managment, Equities, Investment Strategies, Asset Management, Investment Management, Asset Allocation, Corporate Finance, Financial Services, Trading, Wealth Management, Retirement Planning, Bloomberg, Fixed Income, Hedge Funds, Financial Regulation, Finance, Corporate Governance, Private Equity, Risk Management, Due Diligence, Portfolio Management, ETFs, Corporate Law, Retirement, Uniform Combined State..., Derivatives, Broker-Dealer, Capital Markets, Investment Advisory
Education
Golden Gate University, School of Law 1991 — 1993
JD, Law
Marquette University 1981 — 1985
BS, Business Administration
Broker-Dealer and Investment Adviser Attorney May 2015 - Present
Leone Law Office September 2014 - May 2015
ALPS Fund Services, Inc. April 2010 - August 2014
Old Mutual Capital October 2005 - December 2009
Wisconsin Capital Management January 2003 - October 2005
INVESCO Funds Group May 1997 - June 2002
Skills
FINRA, Mutual Funds, Securities, Series 24, Alternative Investments, Series 7, Securities Regulation, Investments, Asset Managment, Equities, Investment Strategies, Asset Management, Investment Management, Asset Allocation, Corporate Finance, Financial Services, Trading, Wealth Management, Retirement Planning, Bloomberg, Fixed Income, Hedge Funds, Financial Regulation, Finance, Corporate Governance, Private Equity, Risk Management, Due Diligence, Portfolio Management, ETFs, Corporate Law, Retirement, Uniform Combined State..., Derivatives, Broker-Dealer, Capital Markets, Investment Advisory
Education
Golden Gate University, School of Law 1991 — 1993
JD, Law
Marquette University 1981 — 1985
BS, Business Administration
Jerry W. Mill, CFA's Invesco Funds Group Experience November 1985 - June 1995
Job Owner, Mill Asset Management, Inc.
Industry Financial Services
Experience
Mill Asset Management, Inc. June 1995 - Present
Invesco Funds Group November 1985 - June 1995
Education
University of Denver 1980 — 1985
University of California, Berkeley 1963 — 1967
BA, Physics
Mill Asset Management, Inc. June 1995 - Present
Invesco Funds Group November 1985 - June 1995
Education
University of Denver 1980 — 1985
University of California, Berkeley 1963 — 1967
BA, Physics
Brad Duffy's Invesco Funds Group Experience December 2000 - July 2003
Job Senior Vice President of Sales at LaSalle Investment Management
Industry Investment Management
Experience
LaSalle Investment Management March 2014 - Present
Calamos Investments February 2010 - February 2014
RiverSource Asset Management December 2003 - February 2010
Board Member North Texas Chapter at The Lukemia and Lymphoma Society July 2008 - July 2009
Salomon Brothers Asset Management July 2003 - December 2003
Invesco Funds Group December 2000 - July 2003
American Beacon Advisors April 1997 - December 2000
HD Vest Financial Services January 1994 - April 1997
Skills
Series 6, Series 7, Series 24, Series 63, Series 66, Mutual Funds, ETFs, Investments, Securities, Asset Managment, Strategic Financial..., Retirement Planning, Equities, Fixed Income, Financial Services, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Fixed Annuities, Uniform Combined State..., FINRA
Education
The University of Texas at Arlington 1991 — 1993
Business, Finance, General
Arlington Heights High School 1983 — 1987
LaSalle Investment Management March 2014 - Present
Calamos Investments February 2010 - February 2014
RiverSource Asset Management December 2003 - February 2010
Board Member North Texas Chapter at The Lukemia and Lymphoma Society July 2008 - July 2009
Salomon Brothers Asset Management July 2003 - December 2003
Invesco Funds Group December 2000 - July 2003
American Beacon Advisors April 1997 - December 2000
HD Vest Financial Services January 1994 - April 1997
Skills
Series 6, Series 7, Series 24, Series 63, Series 66, Mutual Funds, ETFs, Investments, Securities, Asset Managment, Strategic Financial..., Retirement Planning, Equities, Fixed Income, Financial Services, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Fixed Annuities, Uniform Combined State..., FINRA
Education
The University of Texas at Arlington 1991 — 1993
Business, Finance, General
Arlington Heights High School 1983 — 1987
Sushmina Shahi's Invesco Funds Group Experience January 1999 - January 2003
Job Accounting & Financial Services Professional
Industry Accounting
Experience
ProBuild Holdings July 2011 - February 2013
AssetLink LP January 2009 - September 2009
Aurora Loan Services March 2004 - January 2008
INVESCO Funds Group January 1999 - January 2003
Education
Regis University 2011 — 2013
Bachelor of Science in Accounting, Accounting
Regis University 2009 — 2011
MBA; Bachelor of Science, an; Finance & Accounting & Executive Management; Business Administration
Regis University 2003 — 2009
ProBuild Holdings July 2011 - February 2013
AssetLink LP January 2009 - September 2009
Aurora Loan Services March 2004 - January 2008
INVESCO Funds Group January 1999 - January 2003
Education
Regis University 2011 — 2013
Bachelor of Science in Accounting, Accounting
Regis University 2009 — 2011
MBA; Bachelor of Science, an; Finance & Accounting & Executive Management; Business Administration
Regis University 2003 — 2009
Deborah Stephens's Invesco Funds Group Experience 2001 - 2003
Job Web Content Integrator at Ping Identity
Industry Information Technology and Services
Experience
Ping Identity June 2014 - Present
Western Union January 2012 - September 2013
Western Union January 2010 - January 2012
Invesco Funds Group 2001 - 2003
Skills
Content Management, Web Content Management, Content Development, CMS, User Experience, Web Analytics, Analytics, Content Strategy, Information Architecture, SharePoint, HTML, E-commerce, Omniture, Project Management, Scrum, IT Strategy, SEO, Mobile Applications, Software Project..., User Interface, CSS, Web Services, Business Requirements, Vendor Management, Electronic Payments, Mobile Devices, Web Applications, XML, Usability Testing, Project Portfolio..., Email Marketing, Digital Marketing, Requirements Analysis, Business Process, SOA, Web Project Management, Web Development, User Interface Design, JavaScript, PMO, Software Documentation, Payments, Business Intelligence, Mobile Payments, Integration, Mobile Marketing, Payment Systems, Google Analytics, Agile Methodologies, Enterprise Architecture
Education
Regis University
BS Computer Science, 3.85
University of Colorado at Boulder
Ping Identity June 2014 - Present
Western Union January 2012 - September 2013
Western Union January 2010 - January 2012
Invesco Funds Group 2001 - 2003
Skills
Content Management, Web Content Management, Content Development, CMS, User Experience, Web Analytics, Analytics, Content Strategy, Information Architecture, SharePoint, HTML, E-commerce, Omniture, Project Management, Scrum, IT Strategy, SEO, Mobile Applications, Software Project..., User Interface, CSS, Web Services, Business Requirements, Vendor Management, Electronic Payments, Mobile Devices, Web Applications, XML, Usability Testing, Project Portfolio..., Email Marketing, Digital Marketing, Requirements Analysis, Business Process, SOA, Web Project Management, Web Development, User Interface Design, JavaScript, PMO, Software Documentation, Payments, Business Intelligence, Mobile Payments, Integration, Mobile Marketing, Payment Systems, Google Analytics, Agile Methodologies, Enterprise Architecture
Education
Regis University
BS Computer Science, 3.85
University of Colorado at Boulder
Cindy Sewell Hohman's Invesco Funds Group Experience 2000 - 2001
Job Marketing Consultant at Focus on Marketing
Industry Marketing and Advertising
Experience
Focus on Marketing May 2015 - Present
Colorado Music Festival & Center for Musical Arts December 2014 - May 2015
Denver Art Museum January 2011 - November 2014
Art Students League of Denver January 2007 - January 2011
Henry Wurst, Inc. January 2006 - January 2007
YMCA of Metropolitan Denver January 2005 - December 2006
YMCA of Metropolitan Denver 2001 - 2004
Invesco Funds Group 2000 - 2001
New Mexico State University September 1997 - August 2000
Skills
Direct Marketing, Market Research, Customer Retention, Marketing Communications, Email Marketing, Graphic Design, Creative Direction, Copywriting, Direct Mail, Management, Advertising, Social Media, Marketing, Social Media Marketing, Marketing Strategy, Public Relations, Nonprofits, Newsletters, Press Releases, Blogging, Media Planning
Education
University of Colorado at Denver 2008 — 2011
Master of Science, Brand Management & Marketing Communications
New Mexico State University 1998 — 2000
Bachelor of Business Administration, Marketing
Focus on Marketing May 2015 - Present
Colorado Music Festival & Center for Musical Arts December 2014 - May 2015
Denver Art Museum January 2011 - November 2014
Art Students League of Denver January 2007 - January 2011
Henry Wurst, Inc. January 2006 - January 2007
YMCA of Metropolitan Denver January 2005 - December 2006
YMCA of Metropolitan Denver 2001 - 2004
Invesco Funds Group 2000 - 2001
New Mexico State University September 1997 - August 2000
Skills
Direct Marketing, Market Research, Customer Retention, Marketing Communications, Email Marketing, Graphic Design, Creative Direction, Copywriting, Direct Mail, Management, Advertising, Social Media, Marketing, Social Media Marketing, Marketing Strategy, Public Relations, Nonprofits, Newsletters, Press Releases, Blogging, Media Planning
Education
University of Colorado at Denver 2008 — 2011
Master of Science, Brand Management & Marketing Communications
New Mexico State University 1998 — 2000
Bachelor of Business Administration, Marketing
Fred Carino's Invesco Funds Group Experience December 1994 - April 1999
Job Business Analyst
Industry Hospital & Health Care
Experience
Kaiser Permanente April 2011 - Present
Data Resource Technologies August 2007 - October 2010
Dex Media July 2006 - August 2007
First Data Corporation February 2001 - July 2006
J.D. Edwards April 1999 - May 2000
INVESCO Funds Group December 1994 - April 1999
Skills
Accounting, Microsoft Excel, Mutual Funds, Financial Analysis, Process Improvement, Strategic Planning, Forecasting, Budgets, Financial Reporting, Business Analysis, Financial Services, Financial Modeling, Business Process..., PowerPoint, Account Reconciliation, Microsoft Office, Finance, Portfolio Management, Strategic Financial..., Time Management, Financial Planning
Education
Metropolitan State University of Denver 1990 — 1994
Bachelor of Science, Accounting
Kaiser Permanente April 2011 - Present
Data Resource Technologies August 2007 - October 2010
Dex Media July 2006 - August 2007
First Data Corporation February 2001 - July 2006
J.D. Edwards April 1999 - May 2000
INVESCO Funds Group December 1994 - April 1999
Skills
Accounting, Microsoft Excel, Mutual Funds, Financial Analysis, Process Improvement, Strategic Planning, Forecasting, Budgets, Financial Reporting, Business Analysis, Financial Services, Financial Modeling, Business Process..., PowerPoint, Account Reconciliation, Microsoft Office, Finance, Portfolio Management, Strategic Financial..., Time Management, Financial Planning
Education
Metropolitan State University of Denver 1990 — 1994
Bachelor of Science, Accounting
Tarik Hopkins's Invesco Funds Group 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
Diane Caldwell's Invesco Funds Group Experience July 1993 - 2003
Job Retired
Industry Financial Services
Experience
Janus Capital Group September 2003 - June 2012
INVESCO Funds Group July 1993 - 2003
American Quasar Petroleum 1974 - 1980
Education
University of Colorado Denver 1968 — 1972
Janus Capital Group September 2003 - June 2012
INVESCO Funds Group July 1993 - 2003
American Quasar Petroleum 1974 - 1980
Education
University of Colorado Denver 1968 — 1972
Pete Lovell's Invesco Funds Group Experience January 1994 - June 2003
Job Independent Investor
Industry Financial Services
Experience
Independent Investor August 2015 - Present
FTN Capital Management May 2014 - August 2015
Maurer and Associates August 2005 - April 2006
The Upper Deck Company / Northwoods Investors May 2004 - May 2005
Invesco Funds Group January 1994 - June 2003
Merrill Lynch 1991 - 1993
United States Marine Corps October 1987 - May 1991
Skills
Investments, Equities, Mutual Funds, Asset Management, Asset Allocation, Hedge Funds, Portfolio Management, Fixed Income, Mergers & Acquisitions, Restructuring, Finance, Securities, Real Estate
Education
Regis University
Master of Business Administration (M.B.A.), Concentration in Finance and Accounting
Colorado State University
Bachelor's Degree, Communication and Media Studies
Independent Investor August 2015 - Present
FTN Capital Management May 2014 - August 2015
Maurer and Associates August 2005 - April 2006
The Upper Deck Company / Northwoods Investors May 2004 - May 2005
Invesco Funds Group January 1994 - June 2003
Merrill Lynch 1991 - 1993
United States Marine Corps October 1987 - May 1991
Skills
Investments, Equities, Mutual Funds, Asset Management, Asset Allocation, Hedge Funds, Portfolio Management, Fixed Income, Mergers & Acquisitions, Restructuring, Finance, Securities, Real Estate
Education
Regis University
Master of Business Administration (M.B.A.), Concentration in Finance and Accounting
Colorado State University
Bachelor's Degree, Communication and Media Studies
Mariesa Christian's Invesco Funds Group Experience 2000 - 2004
Job Accounting Manager at CSW|ST2 Engineering Group
Industry Civil Engineering
Experience
CSWST2 Engineering Group September 2013 - Present
ARCADIS May 2010 - September 2013
Summit Blue Consulting March 2009 - January 2010
Juice Communications March 2008 - December 2008
EDAW 2006 - 2008
ia interior architects 2006 - 2006
Invesco Funds group 2000 - 2004
Education
Metropolitan State University of Denver
CSWST2 Engineering Group September 2013 - Present
ARCADIS May 2010 - September 2013
Summit Blue Consulting March 2009 - January 2010
Juice Communications March 2008 - December 2008
EDAW 2006 - 2008
ia interior architects 2006 - 2006
Invesco Funds group 2000 - 2004
Education
Metropolitan State University of Denver
Sean Katof, CFA's Invesco Funds Group Experience 1994 - 2003
Job Senior VP Portfolio Manager
Industry Financial Services
Experience
LoCorr Funds January 2015 - Present
Jeffrey Slocum & Associates October 2005 - January 2015
Devenir Investment Advisors September 2004 - June 2005
INVESCO Funds Group 1994 - 2003
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Capital Markets, Fixed Income, Asset Managment, Asset Allocation, Investment Management, Equities, Asset Management, Mutual Funds, Series 7, Equity Research, Bloomberg, Investment Strategies, Financial Modeling, Investments, Investment Advisory
Education
University of Colorado Denver 1996 — 1998
Master of Science (MS), Finance, General
University of Colorado Boulder 1990 — 1994
Bachelor of Science (BS), Business Administration with an Emphasis in Finance
LoCorr Funds January 2015 - Present
Jeffrey Slocum & Associates October 2005 - January 2015
Devenir Investment Advisors September 2004 - June 2005
INVESCO Funds Group 1994 - 2003
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Capital Markets, Fixed Income, Asset Managment, Asset Allocation, Investment Management, Equities, Asset Management, Mutual Funds, Series 7, Equity Research, Bloomberg, Investment Strategies, Financial Modeling, Investments, Investment Advisory
Education
University of Colorado Denver 1996 — 1998
Master of Science (MS), Finance, General
University of Colorado Boulder 1990 — 1994
Bachelor of Science (BS), Business Administration with an Emphasis in Finance
James Lummanick's Invesco Funds Group Experience August 1996 - March 2003
Job SVP and Chief Compliance Officer at Old Mutual Capital
Industry Financial Services
Experience
Old Mutual Capital July 2005 - Present
Old Mutual 2005 - Present
Old Mutual Capital 2005 - 2009
INVESCO Funds Group August 1996 - March 2003
INVESCO 1996 - 2003
Education
The Ohio State University 1965 — 1969
BA, MA, Journalism
Old Mutual Capital July 2005 - Present
Old Mutual 2005 - Present
Old Mutual Capital 2005 - 2009
INVESCO Funds Group August 1996 - March 2003
INVESCO 1996 - 2003
Education
The Ohio State University 1965 — 1969
BA, MA, Journalism
Ben Hovermale's Invesco Funds Group Experience January 2000 - January 2001
Job Managing Director at Elk Creek Partners
Industry Investment Management
Experience
Elk Creek Partners April 2011 - Present
Lucrum Capital, LLC January 2007 - April 2011
Wells Capital Management January 2001 - January 2007
INVESCO Funds Group January 2000 - January 2001
Wells Capital Management January 1995 - December 1999
Wells Capital Management April 1994 - December 1994
Skills
Equities, Investments, Trading, Asset Management, Portfolio Management, Fixed Income, Series 7, Hedge Funds, Equity Trading, Alternative Investments, Securities, Capital Markets, Equity Research, Series 63, Bloomberg
Education
Humboldt State University 1990 — 1994
Bachelor of Arts, Economics
Elk Creek Partners April 2011 - Present
Lucrum Capital, LLC January 2007 - April 2011
Wells Capital Management January 2001 - January 2007
INVESCO Funds Group January 2000 - January 2001
Wells Capital Management January 1995 - December 1999
Wells Capital Management April 1994 - December 1994
Skills
Equities, Investments, Trading, Asset Management, Portfolio Management, Fixed Income, Series 7, Hedge Funds, Equity Trading, Alternative Investments, Securities, Capital Markets, Equity Research, Series 63, Bloomberg
Education
Humboldt State University 1990 — 1994
Bachelor of Arts, Economics
Stephanie Barres's Invesco Funds Group Experience November 1991 - March 2004
Job Manager, Investment Co. Act Products at Transamerica
Industry Financial Services
Experience
Transamerica November 2014 - Present
MountainView Capital Holdings July 2011 - November 2014
MountainView Securities, LLC July 2011 - November 2014
ALPS Fund Services, Inc. June 2005 - July 2011
INVESCO Funds Group November 1991 - March 2004
Skills
Leadership, Management, Financial Services, Series 7, Series 24, Legal Compliance, Compliance, Mutual Funds, Fixed Income, Fund Administration, Broker-Dealer, ETFs, Retirement Planning, Corporate Law, AML, Licensing, Relationship Management, 401k
Education
Arapahoe Community College 2007 — 2009
Certificate, Paralegal
University of Colorado at Colorado Springs
Bachelors, English
Transamerica November 2014 - Present
MountainView Capital Holdings July 2011 - November 2014
MountainView Securities, LLC July 2011 - November 2014
ALPS Fund Services, Inc. June 2005 - July 2011
INVESCO Funds Group November 1991 - March 2004
Skills
Leadership, Management, Financial Services, Series 7, Series 24, Legal Compliance, Compliance, Mutual Funds, Fixed Income, Fund Administration, Broker-Dealer, ETFs, Retirement Planning, Corporate Law, AML, Licensing, Relationship Management, 401k
Education
Arapahoe Community College 2007 — 2009
Certificate, Paralegal
University of Colorado at Colorado Springs
Bachelors, English
Stacie Cowell's Invesco Funds Group Experience 1996 - 2004
Job Principal at Rainier Investment Management
Industry Investment Management
Experience
Rainier Investment Management Portfolio ManagerINVESCO1996 - 2004
Invesco Funds Group 1996 - 2004
Education
Colgate University 1985 — 1989
ba, economics
Rainier Investment Management Portfolio ManagerINVESCO1996 - 2004
Invesco Funds Group 1996 - 2004
Education
Colgate University 1985 — 1989
ba, economics
Zoltan Szabo, CIA, CFE, ORM,'s Invesco Funds Group Experience 1999 - 2001
Job Vice President, Risk Management, Retail & Commercial Bank
Industry Banking
Experience
EverBank April 2013 - Present
Opus Bank July 2012 - April 2013
Aurora Bank FSB March 2004 - June 2012
IIA OC 2011 - 2012
Aurora Loan Services- A Lehman Brothers Company February 2003 - March 2004
CoBank, ACB 2001 - 2003
INVESCO FUNDS GROUP 1999 - 2001
Skills
Operational Risk..., Internal Audit, Compliance, Risk Management, Risk Assessment, Sarbanes-Oxley 404 / 302, Workflow Analysis, Supervision Of Staff, Project Planning /..., Sarbanes-Oxley Act, Business Process, Loans, Mortgage Lending, Banking, Leadership, Auditing, Supervising, Internal Controls, Accounting, Credit, Financial Reporting, Financial Analysis, Cash Flow, Account Reconciliation, Portfolio Management, Strategic Financial..., Corporate Finance
Education
University of Colorado Denver 2000 — 2004
MBA, Finance
University of Colorado Denver 1997 — 1999
BA, Economics
Association of Certified Fraud Examiners 2010 — 2011
CFE, Financial Forensics and Fraud Investigation
The Institute of Internal Auditors 2007 — 2008
CIA, CFSA, CRMA,, Auditing
Institute of Internal Auditors 2011 — 2011
CRMA, Risk Management
The Institute of Internal Auditors 2009 — 2009
CFSA, Banking
The Professional Risk Managers' International Association
Operational Risk Manager (Certified), Risk Management
EverBank April 2013 - Present
Opus Bank July 2012 - April 2013
Aurora Bank FSB March 2004 - June 2012
IIA OC 2011 - 2012
Aurora Loan Services- A Lehman Brothers Company February 2003 - March 2004
CoBank, ACB 2001 - 2003
INVESCO FUNDS GROUP 1999 - 2001
Skills
Operational Risk..., Internal Audit, Compliance, Risk Management, Risk Assessment, Sarbanes-Oxley 404 / 302, Workflow Analysis, Supervision Of Staff, Project Planning /..., Sarbanes-Oxley Act, Business Process, Loans, Mortgage Lending, Banking, Leadership, Auditing, Supervising, Internal Controls, Accounting, Credit, Financial Reporting, Financial Analysis, Cash Flow, Account Reconciliation, Portfolio Management, Strategic Financial..., Corporate Finance
Education
University of Colorado Denver 2000 — 2004
MBA, Finance
University of Colorado Denver 1997 — 1999
BA, Economics
Association of Certified Fraud Examiners 2010 — 2011
CFE, Financial Forensics and Fraud Investigation
The Institute of Internal Auditors 2007 — 2008
CIA, CFSA, CRMA,, Auditing
Institute of Internal Auditors 2011 — 2011
CRMA, Risk Management
The Institute of Internal Auditors 2009 — 2009
CFSA, Banking
The Professional Risk Managers' International Association
Operational Risk Manager (Certified), Risk Management
Nancy Nelson's Invesco Funds Group Experience November 1979 - January 2000
Job Real Estate Stager at Caretakers of America
Industry Arts and Crafts
Experience
Nelson Botanicals July 1980 - Present
Caretakers of America May 2012 - April 2014
Madison Street Company/Omni Eye Specialtists August 2009 - October 2010
Hitachi Home Electronics November 2001 - March 2006
INVESCO Funds Group November 1979 - January 2000
Skills
Printmaking, Art Education, Acrylic Painting, Office Management, Event Planning, Customer Service, Oil Painting, Watercolor, Office Administration, Ceramic, Proofreading, Mixed Media, Visual Arts, Contemporary Art, Acrylic
Education
Barat College of DePaul University 1974 — 1977
B.A., Art
Colorado State University 1973 — 1974
Nelson Botanicals July 1980 - Present
Caretakers of America May 2012 - April 2014
Madison Street Company/Omni Eye Specialtists August 2009 - October 2010
Hitachi Home Electronics November 2001 - March 2006
INVESCO Funds Group November 1979 - January 2000
Skills
Printmaking, Art Education, Acrylic Painting, Office Management, Event Planning, Customer Service, Oil Painting, Watercolor, Office Administration, Ceramic, Proofreading, Mixed Media, Visual Arts, Contemporary Art, Acrylic
Education
Barat College of DePaul University 1974 — 1977
B.A., Art
Colorado State University 1973 — 1974
Sean Reardon's Invesco Funds Group Experience March 2000 - July 2003
Job Regional Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments August 2005 - November 2012
Allegiant Asset Management July 2004 - August 2005
Allegiant Asset Management July 2003 - July 2004
Invesco Funds Group March 2000 - July 2003
OppenheimerFunds July 1999 - March 2000
OppenheimerFunds April 1998 - July 1999
GT Global, Inc February 1997 - April 1998
GT Global, Inc 1995 - 1997
GT Global, Inc 1994 - 1995
Skills
Mutual Funds, Series 7, Separately Managed..., Series 63, Alternative Investments, Asset Allocation, Investments, Uniform Combined State..., Series 6, Asset Managment, ETFs, Wealth Management, Investment Advisory, Investment Strategies, 401k, Securities, Equities, Series 66
Education
Bryant University 1990 — 1994
BS, Business Admin.
The Chinese University of Hong Kong 1991 — 1992
IASP
Mamaroneck
Pioneer Investments August 2005 - November 2012
Allegiant Asset Management July 2004 - August 2005
Allegiant Asset Management July 2003 - July 2004
Invesco Funds Group March 2000 - July 2003
OppenheimerFunds July 1999 - March 2000
OppenheimerFunds April 1998 - July 1999
GT Global, Inc February 1997 - April 1998
GT Global, Inc 1995 - 1997
GT Global, Inc 1994 - 1995
Skills
Mutual Funds, Series 7, Separately Managed..., Series 63, Alternative Investments, Asset Allocation, Investments, Uniform Combined State..., Series 6, Asset Managment, ETFs, Wealth Management, Investment Advisory, Investment Strategies, 401k, Securities, Equities, Series 66
Education
Bryant University 1990 — 1994
BS, Business Admin.
The Chinese University of Hong Kong 1991 — 1992
IASP
Mamaroneck
Adam Berusch's Invesco Funds Group Experience January 2000 - January 2001
Job Systems Architect at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank November 2001 - Present
Invesco Funds Group January 2000 - January 2001
LendingTree January 1999 - January 2000
First Union National Bank January 1998 - January 1999
Wachovia, A Wells Fargo Company January 1996 - January 1998
MCI Corporation January 1995 - January 1996
DynCorp International January 1991 - January 1995
Unisys January 1989 - January 1991
ARINC Research Corp March 1986 - August 1989
SSAI January 1984 - March 1986
Education
University of Maryland University College 1992 — 1995
MS, Computer Systems Management
University of Maryland College Park 1981 — 1987
BS, Computer Science
Wells Fargo Bank November 2001 - Present
Invesco Funds Group January 2000 - January 2001
LendingTree January 1999 - January 2000
First Union National Bank January 1998 - January 1999
Wachovia, A Wells Fargo Company January 1996 - January 1998
MCI Corporation January 1995 - January 1996
DynCorp International January 1991 - January 1995
Unisys January 1989 - January 1991
ARINC Research Corp March 1986 - August 1989
SSAI January 1984 - March 1986
Education
University of Maryland University College 1992 — 1995
MS, Computer Systems Management
University of Maryland College Park 1981 — 1987
BS, Computer Science
Kevin Andrus's Invesco Funds Group Experience 1993 - 2004
Job Portfolio Manager of Energy Investments at GMT Capital
Industry Financial Services
Experience
DeeThree Exploration Ltd. July 2013 - Present
GMT Capital October 2011 - Present
Colorado Capital Advisors, LLC January 2006 - December 2011
The Boston Company 2005 - 2006
INVESCO Funds 1993 - 2004
Invesco Funds Group 1993 - 2004
INVESCO 1993 - 2004
INVESCO Funds Group / Aim Investments 1993 - 2004
Education
Metropolitan State University of Denver 1988 — 2002
BS, Finance
Regis University 1995 — 1997
MBA, Finance
DeeThree Exploration Ltd. July 2013 - Present
GMT Capital October 2011 - Present
Colorado Capital Advisors, LLC January 2006 - December 2011
The Boston Company 2005 - 2006
INVESCO Funds 1993 - 2004
Invesco Funds Group 1993 - 2004
INVESCO 1993 - 2004
INVESCO Funds Group / Aim Investments 1993 - 2004
Education
Metropolitan State University of Denver 1988 — 2002
BS, Finance
Regis University 1995 — 1997
MBA, Finance
Brian Magner AIF®,CSCP®,'s Invesco Funds Group Experience May 1998 - December 2002
Job Vice President, Chief Compliance Officer at Dividend Capital
Industry Investment Management
Experience
Dividend Capital March 2015 - Present
Janus Capital Group December 2002 - March 2015
INVESCO Funds Group May 1998 - December 2002
Skills
Series 7, Series 24, Risk Management, CSCP, 1940 Act, AIF, Series 63, Retirement, Securities, Investment Management, Asset Allocation, Financial Services
Education
Regis University
Master of Business Administration, Finance and Accounting
University of Northern Colorado
Bachelor of Arts
Dividend Capital March 2015 - Present
Janus Capital Group December 2002 - March 2015
INVESCO Funds Group May 1998 - December 2002
Skills
Series 7, Series 24, Risk Management, CSCP, 1940 Act, AIF, Series 63, Retirement, Securities, Investment Management, Asset Allocation, Financial Services
Education
Regis University
Master of Business Administration, Finance and Accounting
University of Northern Colorado
Bachelor of Arts
Matt Eischen's Invesco Funds Group Experience 1997 - 2003
Job Sr Vice President at ALPS Fund Services, Inc
Industry Financial Services
Experience
ALPS Fund Services, Inc February 2003 - Present
ALPS Fund Services, Inc 2003 - Present
Invesco Funds Group 1997 - 2003
Invesco Aim 1997 - 2003
Skills
Mutual Funds, Series 7, Alternative Investments, Securities, Series 63, Asset Management, Equities, Financial Services, Series 6, Investments, Asset Allocation, 401k, Hedge Funds, FINRA
Education
University of Northern Colorado
Business Management
ALPS Fund Services, Inc February 2003 - Present
ALPS Fund Services, Inc 2003 - Present
Invesco Funds Group 1997 - 2003
Invesco Aim 1997 - 2003
Skills
Mutual Funds, Series 7, Alternative Investments, Securities, Series 63, Asset Management, Equities, Financial Services, Series 6, Investments, Asset Allocation, 401k, Hedge Funds, FINRA
Education
University of Northern Colorado
Business Management
Johana Jay Masters's Invesco Funds Group Experience 1989 - 2000
Job Senior Paralegal at eCollege.com
Industry Information Technology and Services
Experience
eCollege.com March 2008 - Present
Janus Capital Group June 2003 - May 2007
INVESCO Funds Group 1989 - 2000
Education
University of Maryland College Park 1971 — 1974
BA, Music
eCollege.com March 2008 - Present
Janus Capital Group June 2003 - May 2007
INVESCO Funds Group 1989 - 2000
Education
University of Maryland College Park 1971 — 1974
BA, Music
Barry Kurokawa's Invesco Funds Group Experience July 1992 - January 1996
Job Member of the Board of Directors at Anterios, Inc.
Industry Investment Management
Experience
Anterios, Inc. February 2015 - Present
BlackRiver Capital Mangement, LLC April 2014 - Present
Discern Analytics March 2013 - Present
Schroer Capital, LP April 2010 - March 2012
ProMed Management, Inc. January 1996 - December 2008
INVESCO Funds Group July 1992 - January 1996
Trust Company of the West 1987 - 1992
Bank of California 1984 - 1987
Skills
Hedge Funds, Alternative Investments, Equities, Venture Capital, Private Equity, Valuation, Investment Banking, Private Placements, Equity Research, Capital Markets, Investor Relations, Investments, Financial Modeling, Asset Managment, Investment Strategies, Due Diligence, Series 7, Corporate Development, IPO, Portfolio Management, Start-ups, Strategy, Corporate Finance, Asset Management, Securities, Mutual Funds, Mergers & Acquisitions, Investment Management, Finance, Financial Structuring, Funding, Risk Management, Equity Valuation
Education
Loyola Marymount University 1982 — 1984
MBA, Business
California State University, Los Angeles 1974 — 1980
BS, Business - Finance
Anterios, Inc. February 2015 - Present
BlackRiver Capital Mangement, LLC April 2014 - Present
Discern Analytics March 2013 - Present
Schroer Capital, LP April 2010 - March 2012
ProMed Management, Inc. January 1996 - December 2008
INVESCO Funds Group July 1992 - January 1996
Trust Company of the West 1987 - 1992
Bank of California 1984 - 1987
Skills
Hedge Funds, Alternative Investments, Equities, Venture Capital, Private Equity, Valuation, Investment Banking, Private Placements, Equity Research, Capital Markets, Investor Relations, Investments, Financial Modeling, Asset Managment, Investment Strategies, Due Diligence, Series 7, Corporate Development, IPO, Portfolio Management, Start-ups, Strategy, Corporate Finance, Asset Management, Securities, Mutual Funds, Mergers & Acquisitions, Investment Management, Finance, Financial Structuring, Funding, Risk Management, Equity Valuation
Education
Loyola Marymount University 1982 — 1984
MBA, Business
California State University, Los Angeles 1974 — 1980
BS, Business - Finance
Sharon Newcomer Koenig's Invesco Funds Group Experience 1993 - 2002
Job Senior Trainer at Next Level Performance
Industry Professional Training & Coaching
Experience
Next Level Performance September 2002 - Present
Invesco 1993 - 2002
Invesco Funds Group 1993 - 2002
INVESCO Funds 1993 - 2002
United States Olympic Committee 1990 - 1993
Congressman Dick Cheney 1988 - 1989
Skills
Mutual Funds, Training, Coaching, Financial Services, Series 7
Education
University of Wyoming 1983 — 1988
BA, International Studies, Latin America
Universidad del Salvador 1987 — 1987
Political Science
Laramie High 1979 — 1983
Next Level Performance September 2002 - Present
Invesco 1993 - 2002
Invesco Funds Group 1993 - 2002
INVESCO Funds 1993 - 2002
United States Olympic Committee 1990 - 1993
Congressman Dick Cheney 1988 - 1989
Skills
Mutual Funds, Training, Coaching, Financial Services, Series 7
Education
University of Wyoming 1983 — 1988
BA, International Studies, Latin America
Universidad del Salvador 1987 — 1987
Political Science
Laramie High 1979 — 1983
Kevin Malmgren's Invesco Funds Group Experience 1993 - 2008
Job App Development Sr Specialist at CIGNA Healthcare
Industry Information Technology and Services
Experience
CIGNA Healthcare February 2009 - Present
Janus Capital Group May 2006 - October 2008
Invesco Funds Group 1993 - 2008
Education
Metropolitan State University of Denver 1988 — 1992
BS, Information Technology
CIGNA Healthcare February 2009 - Present
Janus Capital Group May 2006 - October 2008
Invesco Funds Group 1993 - 2008
Education
Metropolitan State University of Denver 1988 — 1992
BS, Information Technology
Keith Sargent's Invesco Funds Group Experience 1997 - 2000
Job Hyperion Professional
Industry Information Technology and Services
Experience
Lockheed Martin April 2011 - Present
Accenture June 2008 - March 2011
TeleTech January 2005 - December 2007
Invesco Funds Group 1997 - 2000
Skills
EPM, Essbase, Hyperion Planning, Hyperion Enterprise
Education
Regis University 2001 — 2003
MSCIS, Database Technologies
Colorado State University 1995 — 1997
BSBA, Finance & Economics
Lockheed Martin April 2011 - Present
Accenture June 2008 - March 2011
TeleTech January 2005 - December 2007
Invesco Funds Group 1997 - 2000
Skills
EPM, Essbase, Hyperion Planning, Hyperion Enterprise
Education
Regis University 2001 — 2003
MSCIS, Database Technologies
Colorado State University 1995 — 1997
BSBA, Finance & Economics
Robb Willes's Invesco Funds Group Experience 1991 - 1994
Job Making numbers work for you. Investing, Forestry, Insurance adjusting.
Industry Investment Management
Experience
Black Forest Mitigation and Fire Recovery, BFMFR.com July 2013 - Present
Self 2008 - 2012
Your Home Sweet Home 2004 - 2008
Hartford Retirement Plans 2002 - 2004
New York Life Insurance Company 1996 - 2001
New York Life Insurance Company 1994 - 1996
Invesco Funds Group 1991 - 1994
J. Pat Gregory and Assoc 1990 - 1991
Waddell & Reed 1986 - 1990
Continental Federal Savings and Loan 1983 - 1986
Skills
Customer Service, Customer Service..., Customer Service..., Direct Marketing, Marketing Strategy, Qualified Retirement..., Retirement Planning, Retirement Plan..., Negotiation, Defined Benefit, Defined Contribution, Quality Management, Quality Auditing, Sales Management, Sales Operations, Sales Presentations, Variable Life, Insurance Adjusting, Business Process..., Cross-functional Team..., Insurance, Retirement, Fixed Annuities, Asset Management
Education
Americian College, Mn-Minneapolis 1996 — 2001
CE courses on: Tax and Estate Planning, Retirement Plans, Mutual funds, Marketing Stratigies, na
College for Financial Planning 1993 — 1994
Completed two parts (financial planning and planning with insurance), P
Pension Publications of Denver (Merged into Corbel) CO-Denver 1993 — 1994
Attny CE credit, 2 annual reviews of the ERISA outline, P
Institute of Financial Education 1981 — 1984
na, Banking and Financial Support Services, P
Lewis Palmer High School 1975 — 1979
Degree, College Prep
Black Forest Mitigation and Fire Recovery, BFMFR.com July 2013 - Present
Self 2008 - 2012
Your Home Sweet Home 2004 - 2008
Hartford Retirement Plans 2002 - 2004
New York Life Insurance Company 1996 - 2001
New York Life Insurance Company 1994 - 1996
Invesco Funds Group 1991 - 1994
J. Pat Gregory and Assoc 1990 - 1991
Waddell & Reed 1986 - 1990
Continental Federal Savings and Loan 1983 - 1986
Skills
Customer Service, Customer Service..., Customer Service..., Direct Marketing, Marketing Strategy, Qualified Retirement..., Retirement Planning, Retirement Plan..., Negotiation, Defined Benefit, Defined Contribution, Quality Management, Quality Auditing, Sales Management, Sales Operations, Sales Presentations, Variable Life, Insurance Adjusting, Business Process..., Cross-functional Team..., Insurance, Retirement, Fixed Annuities, Asset Management
Education
Americian College, Mn-Minneapolis 1996 — 2001
CE courses on: Tax and Estate Planning, Retirement Plans, Mutual funds, Marketing Stratigies, na
College for Financial Planning 1993 — 1994
Completed two parts (financial planning and planning with insurance), P
Pension Publications of Denver (Merged into Corbel) CO-Denver 1993 — 1994
Attny CE credit, 2 annual reviews of the ERISA outline, P
Institute of Financial Education 1981 — 1984
na, Banking and Financial Support Services, P
Lewis Palmer High School 1975 — 1979
Degree, College Prep
Kim Jones, CFP(R).'s Invesco Funds Group Experience December 1992 - July 2002
Job Principal, Strategic Financial Planning, LLC
Industry Financial Services
Experience
Jones Strategic Financial Planning March 2004 - Present
INVESCO Funds Group December 1992 - July 2002
Skills
Mutual Funds, Retirement Planning, Investment Advisory, Portfolio Management, Retirement, Asset Allocation
Education
College for Financial Planning 1983 — 1986
Financial Planning
Colorado College 1971 — 1975
BA, Humanities for Elementary Teachers
Jones Strategic Financial Planning March 2004 - Present
INVESCO Funds Group December 1992 - July 2002
Skills
Mutual Funds, Retirement Planning, Investment Advisory, Portfolio Management, Retirement, Asset Allocation
Education
College for Financial Planning 1983 — 1986
Financial Planning
Colorado College 1971 — 1975
BA, Humanities for Elementary Teachers
Erin Laffrenzen, CFA's Invesco Funds Group Experience 2002 - November 2003
Job Financial Services
Industry Financial Services
Experience
Cambiar Investors October 2014 - Present
Janus Capital Group September 2013 - July 2014
Marsico Capital Management 2011 - June 2013
Marsico Capital Management 2009 - 2011
Marsico Capital Management 2005 - 2009
Marsico Capital Management November 2003 - 2004
Invesco Funds Group 2002 - November 2003
Invesco Funds Group 2000 - 2002
Invesco Funds Group September 1998 - 2000
Skills
Mutual Funds, Asset Management, Equities, Investments, Investment Management, Securities, FINRA, Portfolio Management, Securities Regulation
Education
University of Rochester
Bachelor of Arts (B.A.), Economics
Cambiar Investors October 2014 - Present
Janus Capital Group September 2013 - July 2014
Marsico Capital Management 2011 - June 2013
Marsico Capital Management 2009 - 2011
Marsico Capital Management 2005 - 2009
Marsico Capital Management November 2003 - 2004
Invesco Funds Group 2002 - November 2003
Invesco Funds Group 2000 - 2002
Invesco Funds Group September 1998 - 2000
Skills
Mutual Funds, Asset Management, Equities, Investments, Investment Management, Securities, FINRA, Portfolio Management, Securities Regulation
Education
University of Rochester
Bachelor of Arts (B.A.), Economics
Allen French's Invesco Funds Group Experience January 1994 - September 1996
Job Manager, Investment Company Act Products
Industry Financial Services
Experience
Transamerica March 2015 - Present
ALPS Fund Services, Inc. May 2012 - March 2015
Old Mutual Capital April 2006 - April 2012
Founders Asset Management September 1996 - April 2006
Invesco Funds Group January 1994 - September 1996
Skills
Mutual Funds, Securities, Investments, FINRA
Education
University of Phoenix 2000 — 2002
MBA, Business Administration
University of Phoenix 1995 — 1997
BSB/IS, Business and Information Systems
Joliet Junior College 1977 — 1978
ARS, Accounting
Transamerica March 2015 - Present
ALPS Fund Services, Inc. May 2012 - March 2015
Old Mutual Capital April 2006 - April 2012
Founders Asset Management September 1996 - April 2006
Invesco Funds Group January 1994 - September 1996
Skills
Mutual Funds, Securities, Investments, FINRA
Education
University of Phoenix 2000 — 2002
MBA, Business Administration
University of Phoenix 1995 — 1997
BSB/IS, Business and Information Systems
Joliet Junior College 1977 — 1978
ARS, Accounting
Lisa Hayes Saling's Invesco Funds Group Experience January 2000 - January 2002
Job Accountant
Industry Accounting
Experience
Brinkman Partners May 2013 - Present
Espresso di Cincotta January 2012 - May 2013
Yampa Valley Medical Center May 2009 - January 2012
Steamboat Association Management September 2007 - May 2009
Espresso di Cincotta August 2002 - August 2007
Invesco Funds Group January 2000 - January 2002
Skills
Accounts Payable, Financial Reporting, Auditing, Financial Analysis, Budgets, Forecasting, Depreciation, Accruals, Journal Entries, Fixed Assets, Year-end Close, Microsoft Excel, General Ledger, Fixed Asset Management, Monthly Close, GAAP, Revenue Cycle
Education
Regis University 2008 — 2010
Master of Business Administration; MBA, Finance & Accounting
Colorado State University 1995 — 2000
Bachelor of Business Administration, Accounting
Brinkman Partners May 2013 - Present
Espresso di Cincotta January 2012 - May 2013
Yampa Valley Medical Center May 2009 - January 2012
Steamboat Association Management September 2007 - May 2009
Espresso di Cincotta August 2002 - August 2007
Invesco Funds Group January 2000 - January 2002
Skills
Accounts Payable, Financial Reporting, Auditing, Financial Analysis, Budgets, Forecasting, Depreciation, Accruals, Journal Entries, Fixed Assets, Year-end Close, Microsoft Excel, General Ledger, Fixed Asset Management, Monthly Close, GAAP, Revenue Cycle
Education
Regis University 2008 — 2010
Master of Business Administration; MBA, Finance & Accounting
Colorado State University 1995 — 2000
Bachelor of Business Administration, Accounting
Gina Hackett-Champ's Invesco Funds Group Experience 1999 - 2004
Job Marketing Manager at Innovest Portfolio Solutions
Industry Investment Management
Experience
Innovest Portfolio Solutions July 2011 - Present
OppenheimerFunds April 2010 - July 2011
Invesco Aim 2006 - 2009
Invesco 1997 - 2006
INVESCO FUNDS GROUP 1999 - 2004
Education
Regis University 1993 — 1997
BA, English Literature
Regis University
MA, Adult Education/Training
Innovest Portfolio Solutions July 2011 - Present
OppenheimerFunds April 2010 - July 2011
Invesco Aim 2006 - 2009
Invesco 1997 - 2006
INVESCO FUNDS GROUP 1999 - 2004
Education
Regis University 1993 — 1997
BA, English Literature
Regis University
MA, Adult Education/Training
E. Matt Barker's Invesco Funds Group Experience July 1998 - July 2002
Job Financial Analyst at VinSolutions
Industry Transportation/Trucking/Railroad
Experience
VinSolutions May 2015 - Present
YRC Freight May 2005 - January 2015
Executive Tans August 2002 - January 2005
INVESCO Funds Group July 1998 - July 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Planning, Financial Modeling, Budgets, Operations Management, Logistics, Microsoft Excel, Training, Team Building, Forecasting
Education
Ottawa University 2007 — 2009
MBA, Business
Oral Roberts University 1988 — 1992
BA
VinSolutions May 2015 - Present
YRC Freight May 2005 - January 2015
Executive Tans August 2002 - January 2005
INVESCO Funds Group July 1998 - July 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Planning, Financial Modeling, Budgets, Operations Management, Logistics, Microsoft Excel, Training, Team Building, Forecasting
Education
Ottawa University 2007 — 2009
MBA, Business
Oral Roberts University 1988 — 1992
BA
Cheryl (LaJeunesse) Hertel's Invesco Funds Group Experience October 2000 - July 2003
Job
Industry Oil & Energy
Experience
MarkWest Energy Partners, L.P. April 2012 - Present
Delta Petroleum Corporation December 2006 - June 2012
Janus Capital Group October 2003 - November 2006
Invesco Funds Group October 2000 - July 2003
Education
University of Colorado Denver 1997 — 2001
Bachelor's degree, Psychology, Minor in Business Administration
MarkWest Energy Partners, L.P. April 2012 - Present
Delta Petroleum Corporation December 2006 - June 2012
Janus Capital Group October 2003 - November 2006
Invesco Funds Group October 2000 - July 2003
Education
University of Colorado Denver 1997 — 2001
Bachelor's degree, Psychology, Minor in Business Administration
James Soisson's Invesco Funds Group Experience April 1993 - August 2003
Job Instructional Designer/Developer
Industry Professional Training & Coaching
Experience
Pulte Mortgage LLC July 2009 - July 2011
Solbourne August 2004 - September 2008
Invesco Funds Group April 1993 - August 2003
Skills
Instructional Design, Instructional Technology, Training Content..., Web Design, Web Content, Technical Writing, Technical Documentation, Microsoft Office, Adobe Creative Suite, Lectora, Articulate Suite, Camtasia, Toolkit, OnDemand, User Productivity Kit, LMS administration, Oracle E-Business Suite, Webinar Development, Blended Learning, Virtual Classroom, Graphics Editing, Audio Editing, Video Editing, HTML, ActionScript, Learning Management...
Education
Colorado State University 1990 — 1992
None, Business/Corporate Communications
Butler University 1978 — 1981
None, Business/Corporate Communications
Duke University 1971 — 1973
none, Liberal Arts and Sciences, General Studies and Humanities
Pulte Mortgage LLC July 2009 - July 2011
Solbourne August 2004 - September 2008
Invesco Funds Group April 1993 - August 2003
Skills
Instructional Design, Instructional Technology, Training Content..., Web Design, Web Content, Technical Writing, Technical Documentation, Microsoft Office, Adobe Creative Suite, Lectora, Articulate Suite, Camtasia, Toolkit, OnDemand, User Productivity Kit, LMS administration, Oracle E-Business Suite, Webinar Development, Blended Learning, Virtual Classroom, Graphics Editing, Audio Editing, Video Editing, HTML, ActionScript, Learning Management...
Education
Colorado State University 1990 — 1992
None, Business/Corporate Communications
Butler University 1978 — 1981
None, Business/Corporate Communications
Duke University 1971 — 1973
none, Liberal Arts and Sciences, General Studies and Humanities
Donna Mercer's Invesco Funds Group Experience June 1992 - May 1995
Job
Industry
Experience
Self Employed February 1995 - Present
INVESCO Funds Group June 1992 - May 1995
Skills
Accounting
Education
Brigham Young University 1988 — 1992
Bachelor of Science (BS), Accounting
Self Employed February 1995 - Present
INVESCO Funds Group June 1992 - May 1995
Skills
Accounting
Education
Brigham Young University 1988 — 1992
Bachelor of Science (BS), Accounting
John Cameron Tune's Invesco Funds Group Experience January 1993 - January 1997
Job Entrepreneur and Small Business Owner
Industry Food & Beverages
Experience
Big Smoke Burger November 2012 - Present
TIAA-CREF October 2007 - October 2012
Deloitte & Touche 1997 September 1997 - September 2007
INVESCO Funds Group January 1993 - January 1997
Education
University of Denver - Daniels College of Business 1995 — 1997
MBA
University of Denver - Daniels College of Business 1989 — 1993
BSBA
Big Smoke Burger November 2012 - Present
TIAA-CREF October 2007 - October 2012
Deloitte & Touche 1997 September 1997 - September 2007
INVESCO Funds Group January 1993 - January 1997
Education
University of Denver - Daniels College of Business 1995 — 1997
MBA
University of Denver - Daniels College of Business 1989 — 1993
BSBA
Andrea Tupper's Invesco Funds Group Experience May 2001 - March 2003
Job Accounting Tutor and Professional
Industry Accounting
Experience
Wells Fargo & Co June 2006 - May 2012
Wells Fargo & Co. August 2004 - June 2006
Brown Brothers Harriman & Co April 2004 - August 2004
PFPC May 2003 - April 2004
INVESCO Funds Group May 2001 - March 2003
State Street Corp February 1999 - August 2000
Education
University of New Hampshire 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo & Co June 2006 - May 2012
Wells Fargo & Co. August 2004 - June 2006
Brown Brothers Harriman & Co April 2004 - August 2004
PFPC May 2003 - April 2004
INVESCO Funds Group May 2001 - March 2003
State Street Corp February 1999 - August 2000
Education
University of New Hampshire 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Sarah DeFries's Invesco Funds Group Experience August 1999 - November 2003
Job Contract Manager
Industry Legal Services
Experience
BOE Midstream, LLC August 2014 - Present
ALPS Fund Services September 2011 - May 2014
Aspect Energy, LLC August 2007 - July 2011
Archstone Smith August 2004 - December 2006
Invesco Funds Group August 1999 - November 2003
Skills
Due Diligence, Corporate Law, Contract Negotiation
Education
Denver Paralegal Institute 2003 — 2004
paralegal certificate, paralegal studies
University of Colorado Boulder 1995 — 1999
B.A., History
National Contract Management Association
Certification, Contract Management Certified Professional
BOE Midstream, LLC August 2014 - Present
ALPS Fund Services September 2011 - May 2014
Aspect Energy, LLC August 2007 - July 2011
Archstone Smith August 2004 - December 2006
Invesco Funds Group August 1999 - November 2003
Skills
Due Diligence, Corporate Law, Contract Negotiation
Education
Denver Paralegal Institute 2003 — 2004
paralegal certificate, paralegal studies
University of Colorado Boulder 1995 — 1999
B.A., History
National Contract Management Association
Certification, Contract Management Certified Professional
Deborah Quinonez's Invesco Funds Group Experience September 1988 - March 1997
Job Independent Accounting Professional
Industry Accounting
Experience
Currently Unemployed April 2012 - April 2012
The Broken Bean, LLC March 2010 - November 2011
Great West April 1998 - March 2010
INVESCO Funds Group September 1988 - March 1997
Skills
CPA candidate
Education
Regis University 2006 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting
Currently Unemployed April 2012 - April 2012
The Broken Bean, LLC March 2010 - November 2011
Great West April 1998 - March 2010
INVESCO Funds Group September 1988 - March 1997
Skills
CPA candidate
Education
Regis University 2006 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting
Brian Delph's Invesco Funds Group Experience October 1993 - March 1996
Job Denver Accounting Professional
Industry Accounting
Experience
Grupo Comex December 2011 - March 2014
Comcast Corporation February 2007 - October 2011
Comcast Corporation February 2004 - February 2007
Telseon IP Services January 2001 - September 2003
Invesco Funds Group October 1993 - March 1996
United States Air Force - Veteran 1986 - 1991
Skills
General Ledger, Financial Reporting, Accounts Payable, Variance Analysis, Accounting, Account Reconciliation
Education
Arkansas State University
AA, Business Management
Regis University
Master of Business Administration, Finance and Accounting
University of Colorado Denver
BS, Accounting
Grupo Comex December 2011 - March 2014
Comcast Corporation February 2007 - October 2011
Comcast Corporation February 2004 - February 2007
Telseon IP Services January 2001 - September 2003
Invesco Funds Group October 1993 - March 1996
United States Air Force - Veteran 1986 - 1991
Skills
General Ledger, Financial Reporting, Accounts Payable, Variance Analysis, Accounting, Account Reconciliation
Education
Arkansas State University
AA, Business Management
Regis University
Master of Business Administration, Finance and Accounting
University of Colorado Denver
BS, Accounting
Randy Paas's Invesco Funds Group Experience March 1993 - September 1993
Job Head of Institutional Distribution, Americas
Industry Investment Management
Experience
First State Investments July 2014 - Present
First State Investments October 2013 - Present
Deutsche Asset Management March 2007 - January 2012
Invesco Ltd. October 2006 - March 2007
Invesco Ltd. January 2001 - September 2006
PRIMCO Capital Management November 1993 - January 2000
INVESCO Funds Group March 1993 - September 1993
Aetna May 1991 - March 1993
Aetna April 1989 - April 1991
Aetna October 1987 - March 1989
Education
University of Arkansas at Fayetteville 1981 — 1985
BSBA, Marketing & Finance
First State Investments July 2014 - Present
First State Investments October 2013 - Present
Deutsche Asset Management March 2007 - January 2012
Invesco Ltd. October 2006 - March 2007
Invesco Ltd. January 2001 - September 2006
PRIMCO Capital Management November 1993 - January 2000
INVESCO Funds Group March 1993 - September 1993
Aetna May 1991 - March 1993
Aetna April 1989 - April 1991
Aetna October 1987 - March 1989
Education
University of Arkansas at Fayetteville 1981 — 1985
BSBA, Marketing & Finance
Leslie Meyers's Invesco Funds Group Experience May 2000 - January 2001
Job IT Professional
Industry Information Technology and Services
Experience
Cloud Sherpas May 2011 - November 2014
Comcast Cable November 2004 - June 2009
AT&T Broadband January 2001 - April 2003
Invesco Funds Group May 2000 - January 2001
JD Edwards June 1997 - May 2000
Skills
Service-Now, Integration, Program Management, Vendor Management, Cloud Computing, SDLC, Software Project..., Business Analysis, Enterprise Software, IT Strategy, Requirements Analysis, SaaS, Process Improvement, Telecommunications, IT Service Management, ITIL, Professional Services, Business Process, PMP, Cross-functional Team..., Project Portfolio...
Education
University of Denver
Master of Business Administration (MBA), Management Information Systems, General
Trinity University
Bachelor of Science (B.S.), Business Administration and Management, General
Cloud Sherpas May 2011 - November 2014
Comcast Cable November 2004 - June 2009
AT&T Broadband January 2001 - April 2003
Invesco Funds Group May 2000 - January 2001
JD Edwards June 1997 - May 2000
Skills
Service-Now, Integration, Program Management, Vendor Management, Cloud Computing, SDLC, Software Project..., Business Analysis, Enterprise Software, IT Strategy, Requirements Analysis, SaaS, Process Improvement, Telecommunications, IT Service Management, ITIL, Professional Services, Business Process, PMP, Cross-functional Team..., Project Portfolio...
Education
University of Denver
Master of Business Administration (MBA), Management Information Systems, General
Trinity University
Bachelor of Science (B.S.), Business Administration and Management, General
Darren Best's Invesco Funds Group Experience May 2000 - April 2003
Job Manager Business Unit Finance @ TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
Bank of America May 2007 - August 2015
Wells Fargo September 2006 - May 2007
First Data Corporation April 2003 - August 2006
Invesco Funds Group May 2000 - April 2003
Lake Shore Savings Bank August 1996 - February 2000
Skills
Portfolio Management, Financial Modeling, Banking, Risk Management
Education
Webster University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
SUNY Brockport 1991 — 1995
Bachelor of Science (BS), Finance and Financial Management Services
TIAA-CREF August 2015 - Present
Bank of America May 2007 - August 2015
Wells Fargo September 2006 - May 2007
First Data Corporation April 2003 - August 2006
Invesco Funds Group May 2000 - April 2003
Lake Shore Savings Bank August 1996 - February 2000
Skills
Portfolio Management, Financial Modeling, Banking, Risk Management
Education
Webster University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
SUNY Brockport 1991 — 1995
Bachelor of Science (BS), Finance and Financial Management Services