Invesco Ltd.
Industry: Investment management company
DescriptionInvesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia, United States, and has branch offices in 20 countries. Its common stock is a constituent of the S&P 500 and trades on the New York stock exchange. Customer service: 0800 085 8677 Headquarters: Atlanta, Georgia, United States CEO: Martin L. Flanagan (Aug 2005–) Subsidiaries: Van Kampen Investments,
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Invesco Ltd. Employees
Employee
Years
Job
Industry
Whitney Farley Whitney Farley's Invesco Ltd. Experience January 2014 - Present
Job Director, Portfolio Management at Invesco Ltd.
Industry Real Estate
Experience
Invesco Ltd. January 2014 - Present
Invesco Ltd. March 2012 - January 2014
Invesco Ltd. July 2007 - March 2012
Invesco Ltd. January 2005 - July 2007
Invesco Ltd. November 2003 - December 2004
HFF February 1998 - October 2003
Skills
Commercial Real Estate, Capital Markets, Valuation, Asset Management, Portfolio Management, Investments, Analysis, Real Estate, Financial Modeling, Financial Analysis, Investment Properties, Due Diligence, Real Estate Transactions, Leases
Education
Baylor University 1994 — 1996
BA, Psychology
Trinity Valley Community College 1992 — 1994
Invesco Ltd. January 2014 - Present
Invesco Ltd. March 2012 - January 2014
Invesco Ltd. July 2007 - March 2012
Invesco Ltd. January 2005 - July 2007
Invesco Ltd. November 2003 - December 2004
HFF February 1998 - October 2003
Skills
Commercial Real Estate, Capital Markets, Valuation, Asset Management, Portfolio Management, Investments, Analysis, Real Estate, Financial Modeling, Financial Analysis, Investment Properties, Due Diligence, Real Estate Transactions, Leases
Education
Baylor University 1994 — 1996
BA, Psychology
Trinity Valley Community College 1992 — 1994
J.R. Taylor J.R. Taylor's Invesco Ltd. Experience February 2011 - Present
Job Internal Wholesaler at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. February 2011 - Present
Edward Jones May 2008 - February 2011
Caterpillar, Inc January 2008 - May 2008
Edward Jones May 2007 - August 2007
Education
Bradley University 2004 — 2008
B.S., Marketing
Invesco Ltd. February 2011 - Present
Edward Jones May 2008 - February 2011
Caterpillar, Inc January 2008 - May 2008
Edward Jones May 2007 - August 2007
Education
Bradley University 2004 — 2008
B.S., Marketing
Brennan Schrade Brennan Schrade's Invesco Ltd. Experience June 2011 - August 2011
Job HR MRP at Comcast/NBCUniversal
Industry Human Resources
Experience
Comcast Cable August 2015 - Present
NBCUniversal, Inc. July 2014 - Present
Cornell University August 2013 - May 2014
Lockheed Martin June 2013 - November 2013
Cornell University August 2010 - May 2013
Lockheed Martin June 2012 - August 2012
Invesco Ltd. June 2011 - August 2011
Georgia Justice Project May 2010 - August 2010
Skills
PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Access, Microsoft Word, Data Analysis, Prezi, Qualitative Research, Social Media, Event Planning, Analysis, Management, Human Resources
Education
Cornell University 2013 — 2014
Master of Science (MS), Industrial and Labor Relations
Cornell University 2010 — 2013
BS, Industrial and Labor Relations
The University of Edinburgh 2011 — 2012
Study Abroad
The University of Georgia 2009 — 2010
Comcast Cable August 2015 - Present
NBCUniversal, Inc. July 2014 - Present
Cornell University August 2013 - May 2014
Lockheed Martin June 2013 - November 2013
Cornell University August 2010 - May 2013
Lockheed Martin June 2012 - August 2012
Invesco Ltd. June 2011 - August 2011
Georgia Justice Project May 2010 - August 2010
Skills
PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Access, Microsoft Word, Data Analysis, Prezi, Qualitative Research, Social Media, Event Planning, Analysis, Management, Human Resources
Education
Cornell University 2013 — 2014
Master of Science (MS), Industrial and Labor Relations
Cornell University 2010 — 2013
BS, Industrial and Labor Relations
The University of Edinburgh 2011 — 2012
Study Abroad
The University of Georgia 2009 — 2010
Odeh L.S.'s Invesco Ltd. Experience 2014 - Present
Job Counsel at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. 2014 - Present
Charles Schwab 2012 - 2014
State Street 2005 - 2012
Fidelity Investments 2000 - 2005
Chase 1999 - 2000
Columbia Management 1997 - 1999
Skills
Securities Regulation, Investment Management, Mutual Funds, ETFs, ERISA, Corporate Law, Stable Value Funds, Financial Services, Board and Corporate..., Legal Compliance, Regulatory Affairs and..., Investment Advisers Act, Collective Investment...
Education
Harvard University
Boston University
Nigerian Law School
University of Ife
Invesco Ltd. 2014 - Present
Charles Schwab 2012 - 2014
State Street 2005 - 2012
Fidelity Investments 2000 - 2005
Chase 1999 - 2000
Columbia Management 1997 - 1999
Skills
Securities Regulation, Investment Management, Mutual Funds, ETFs, ERISA, Corporate Law, Stable Value Funds, Financial Services, Board and Corporate..., Legal Compliance, Regulatory Affairs and..., Investment Advisers Act, Collective Investment...
Education
Harvard University
Boston University
Nigerian Law School
University of Ife
Joseph Falduto's Invesco Ltd. Experience June 2013 - June 2015
Job Regional Sales Consultant at Invesco PowerShares
Industry Marketing and Advertising
Experience
Invesco PowerShares June 2015 - Present
Invesco Ltd. June 2013 - June 2015
P.F. Chang's China Bistro January 2013 - May 2013
Skills
Facebook, Microsoft Office, Market Research, Social Media, Marketing Strategy, Microsoft Excel, Advertising, Social Networking, Time Management, PowerPoint, Marketing, Marketing Communications, Sales Strategy, Marketing Research, Salesforce.com, Salesforce.com..., Bloomberg, Series 7, Series 66, ETFs, Mutual Funds
Education
Arizona State University - W. P. Carey School of Business 2011 — 2015
Bachelor of Science (BS), Marketing, 3.75
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (BS), Finance, General, 3.75
Saint Viator High School 2007 — 2011
Invesco PowerShares June 2015 - Present
Invesco Ltd. June 2013 - June 2015
P.F. Chang's China Bistro January 2013 - May 2013
Skills
Facebook, Microsoft Office, Market Research, Social Media, Marketing Strategy, Microsoft Excel, Advertising, Social Networking, Time Management, PowerPoint, Marketing, Marketing Communications, Sales Strategy, Marketing Research, Salesforce.com, Salesforce.com..., Bloomberg, Series 7, Series 66, ETFs, Mutual Funds
Education
Arizona State University - W. P. Carey School of Business 2011 — 2015
Bachelor of Science (BS), Marketing, 3.75
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (BS), Finance, General, 3.75
Saint Viator High School 2007 — 2011
Kelly Kaminski's Invesco Ltd. Experience July 2014 - Present
Job Analyst at Invesco
Industry Investment Management
Experience
Invesco Ltd. July 2014 - Present
Boston University Office of Financial Assistance September 2010 - May 2014
Fitch Ratings June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Social Networking, Leadership, Public Speaking, Facebook, Management, Spanish, Outlook, Event Planning, Teamwork, Access, Public Relations, Time Management, Analysis, Blogging, Community Outreach, Data Analysis, Data Entry, Editing, English, Event Management, Fundraising, Market Research, Marketing, Creative Writing, French, Marketing Communications, SPSS, Social Media Marketing, Statistics, Tumblr, WordPress, Advertising, Google Docs, Pinterest, Press Releases
Education
Boston University Questrom School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration & Management, Senior
Wallkill Valley Regional High School 2006 — 2010
Invesco Ltd. July 2014 - Present
Boston University Office of Financial Assistance September 2010 - May 2014
Fitch Ratings June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Social Networking, Leadership, Public Speaking, Facebook, Management, Spanish, Outlook, Event Planning, Teamwork, Access, Public Relations, Time Management, Analysis, Blogging, Community Outreach, Data Analysis, Data Entry, Editing, English, Event Management, Fundraising, Market Research, Marketing, Creative Writing, French, Marketing Communications, SPSS, Social Media Marketing, Statistics, Tumblr, WordPress, Advertising, Google Docs, Pinterest, Press Releases
Education
Boston University Questrom School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration & Management, Senior
Wallkill Valley Regional High School 2006 — 2010
Kristin Rubens's Invesco Ltd. Experience June 2010 - June 2011
Job Writer/Editor at SEI
Industry Financial Services
Experience
SEIo June 2011 - Present
Invesco Ltd. June 2010 - June 2011
Morgan Stanley Investment Management January 2008 - June 2010
AllianceBernstein March 2005 - January 2008
The Nation Institute September 2003 - March 2005
AmeriCorps August 2002 - August 2003
Skills
Editing, Social Media, Financial Services, Research, RFP, Social Media Marketing, Public Relations, Writing
Education
Bard College 2003 — 2003
Post-graduate studies, Globalization and International Affairs
Ithaca College 1998 — 2002
BA, Journalism
SEIo June 2011 - Present
Invesco Ltd. June 2010 - June 2011
Morgan Stanley Investment Management January 2008 - June 2010
AllianceBernstein March 2005 - January 2008
The Nation Institute September 2003 - March 2005
AmeriCorps August 2002 - August 2003
Skills
Editing, Social Media, Financial Services, Research, RFP, Social Media Marketing, Public Relations, Writing
Education
Bard College 2003 — 2003
Post-graduate studies, Globalization and International Affairs
Ithaca College 1998 — 2002
BA, Journalism
Alex Reiss's Invesco Ltd. Experience June 2011 - August 2011
Job Corporate Finance Analyst at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas April 2014 - Present
Deutsche Bank Securities July 2012 - March 2014
Invesco Ltd June 2011 - August 2011
Skills
Equities, Equity Research, Financial Modeling, Valuation, Finance, Investments
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance, International Business
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2010 — 2010
Choate Rosemary Hall 2004 — 2008
Wayne Hills
BNP Paribas April 2014 - Present
Deutsche Bank Securities July 2012 - March 2014
Invesco Ltd June 2011 - August 2011
Skills
Equities, Equity Research, Financial Modeling, Valuation, Finance, Investments
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance, International Business
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2010 — 2010
Choate Rosemary Hall 2004 — 2008
Wayne Hills
Michael Cereno's Invesco Ltd. Experience March 2001 - January 2014
Job Systems Services and Support Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2014 - Present
Invesco Ltd. March 2001 - January 2014
Skills
Business Analysis, Requirements Analysis, Analysis, Requirements Gathering, Project Management, Visio, Investment Banking, SDLC, IT Management, Asset Management, Disaster Recovery, ITIL, Management, Integration
Education
Clark University 1999 — 2000
ITT Technical Institute-Boston 1990 — 1992
Fidelity Investments June 2014 - Present
Invesco Ltd. March 2001 - January 2014
Skills
Business Analysis, Requirements Analysis, Analysis, Requirements Gathering, Project Management, Visio, Investment Banking, SDLC, IT Management, Asset Management, Disaster Recovery, ITIL, Management, Integration
Education
Clark University 1999 — 2000
ITT Technical Institute-Boston 1990 — 1992
Dileep Sharma's Invesco Ltd. Experience June 2015 - August 2015
Job Portfolio Strategist Intern at Invesco Ltd
Industry Financial Services
Experience
Invesco Ltd. June 2015 - August 2015
AXA Advisors March 2015 - May 2015
Columbia University in the City of New York January 2015 - May 2015
Reliance Power August 2011 - July 2014
Skills
Financial Modeling, Derivatives, C, Matlab, C++, R, Portfolio Management, Bloomberg, BlackRock Aladdin, Team Management, Microsoft Excel, Microsoft Office, Python, PowerPoint, Customer Service, Microsoft Word, Alternative Investments, SQL, Quantitative Finance, Economics, Financial Reporting, Financial Analysis, Corporate Finance, Data Analysis, Management, Analytics, VBA, Programming, Finance, Research
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree, Financial Mathematics
CFA Institute, USA 2012 — 2015
Passed all three levels of the CFA Program, Finance, General
Netaji Subhas Institute of Technology 2007 — 2011
Bachelor's Degree, Instrumentation and Control
Invesco Ltd. June 2015 - August 2015
AXA Advisors March 2015 - May 2015
Columbia University in the City of New York January 2015 - May 2015
Reliance Power August 2011 - July 2014
Skills
Financial Modeling, Derivatives, C, Matlab, C++, R, Portfolio Management, Bloomberg, BlackRock Aladdin, Team Management, Microsoft Excel, Microsoft Office, Python, PowerPoint, Customer Service, Microsoft Word, Alternative Investments, SQL, Quantitative Finance, Economics, Financial Reporting, Financial Analysis, Corporate Finance, Data Analysis, Management, Analytics, VBA, Programming, Finance, Research
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree, Financial Mathematics
CFA Institute, USA 2012 — 2015
Passed all three levels of the CFA Program, Finance, General
Netaji Subhas Institute of Technology 2007 — 2011
Bachelor's Degree, Instrumentation and Control
Deonne Stephens Deonne Stephens's Invesco Ltd. Experience July 2008 - December 2011
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
Independent Contractor January 2012 - January 2013
Invesco Ltd. July 2008 - December 2011
SunTrust Investment Services August 2006 - December 2007
Financial Industry Regulatory Authority June 1996 - August 2006
Office of the Comptroller of the Currency April 1993 - June 1996
Education
Brigham Young University 1986 — 1988
Bachelor of Arts (B.A.), International Relations and Affairs
Morgan Stanley Wealth Management January 2013 - Present
Independent Contractor January 2012 - January 2013
Invesco Ltd. July 2008 - December 2011
SunTrust Investment Services August 2006 - December 2007
Financial Industry Regulatory Authority June 1996 - August 2006
Office of the Comptroller of the Currency April 1993 - June 1996
Education
Brigham Young University 1986 — 1988
Bachelor of Arts (B.A.), International Relations and Affairs
Scott Damen, CRPC Scott Damen, CRPC's Invesco Ltd. Experience October 2003 - January 2007
Job Founder at Damen Financial
Industry Financial Services
Experience
Damen Financial March 2013 - Present
OppenheimerFunds January 2007 - January 2013
Invesco Ltd. October 2003 - January 2007
UBS May 1997 - September 2002
Skills
Series 65, Investment Strategies, Asset Allocation, Investment Advisory, Wealth Management, Equities, Fixed Income, Relationship Management, Alternative Investments, ETFs, Bloomberg, Strategic Financial..., Financial Services, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, 401k, Retirement, Securities, Finance, Financial Advisory, Financial Planning
Education
Castleton State College 1995 — 1997
BS, Marketing
Damen Financial March 2013 - Present
OppenheimerFunds January 2007 - January 2013
Invesco Ltd. October 2003 - January 2007
UBS May 1997 - September 2002
Skills
Series 65, Investment Strategies, Asset Allocation, Investment Advisory, Wealth Management, Equities, Fixed Income, Relationship Management, Alternative Investments, ETFs, Bloomberg, Strategic Financial..., Financial Services, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, 401k, Retirement, Securities, Finance, Financial Advisory, Financial Planning
Education
Castleton State College 1995 — 1997
BS, Marketing
Ray Cunningham Ray Cunningham's Invesco Ltd. Experience 2001 - 2003
Job Retired Investment Management Professional
Industry Investment Management
Experience
Invesco Ltd. 2001 - 2003
GT Global Mutual Funds 1992 - 1998
Skills
Mutual Funds, Asset Managment, Strategic Financial..., Asset Allocation, Alternative Investments, Defined Benefit, Asset Management, 401k, Series 7, Portfolio Management, Hedge Funds, Series 63, Equities, Investments
Education
Clemson University 1969 — 1976
Business Management, Chemical Engineering, Business
Invesco Ltd. 2001 - 2003
GT Global Mutual Funds 1992 - 1998
Skills
Mutual Funds, Asset Managment, Strategic Financial..., Asset Allocation, Alternative Investments, Defined Benefit, Asset Management, 401k, Series 7, Portfolio Management, Hedge Funds, Series 63, Equities, Investments
Education
Clemson University 1969 — 1976
Business Management, Chemical Engineering, Business
Sandie Lubotsky's Invesco Ltd. Experience 1998 - 2003
Job Project Manager
Industry Financial Services
Experience
Great-West Retirement Services December 2010 - Present
Curian Capital 2008 - 2008
Old Mutual 2006 - 2008
ING Multi Financial 2004 - 2006
Invesco Ltd. 1998 - 2003
Skills
Marketing, Strategic Communications, Marketing Communications, SharePoint, Budgets
Education
Colorado State University
MS, Technical Communication
University of Colorado Denver
BA, English
Great-West Retirement Services December 2010 - Present
Curian Capital 2008 - 2008
Old Mutual 2006 - 2008
ING Multi Financial 2004 - 2006
Invesco Ltd. 1998 - 2003
Skills
Marketing, Strategic Communications, Marketing Communications, SharePoint, Budgets
Education
Colorado State University
MS, Technical Communication
University of Colorado Denver
BA, English
Jason Hubersberger Jason Hubersberger's Invesco Ltd. Experience 2003 - 2005
Job Senior Department Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
OppenheimerFunds May 2011 - May 2014
OppenheimerFunds May 2007 - May 2011
OppenheimerFunds July 2005 - May 2007
Invesco Ltd. 2003 - 2005
Invesco Ltd. 1998 - 2003
Skills
Change Leadership, Leadership Development, Mutual Funds, Relationship Management, Financial Services, Process Improvement, 401k, Vendor Management, Business Analysis, Strategic Planning, Team Management, Management, Leadership, Operations Management, Performance Management, Change Management, Project Management, Team Leadership, New Business Development, Budgets, Risk Management, CRM, Series 6
Education
Colorado State University - MBA 2008 — 2010
MBA, Business Administration and Management, General
Colorado State University 1988 — 1992
BS, Business Marketing
Edward Jones June 2014 - Present
OppenheimerFunds May 2011 - May 2014
OppenheimerFunds May 2007 - May 2011
OppenheimerFunds July 2005 - May 2007
Invesco Ltd. 2003 - 2005
Invesco Ltd. 1998 - 2003
Skills
Change Leadership, Leadership Development, Mutual Funds, Relationship Management, Financial Services, Process Improvement, 401k, Vendor Management, Business Analysis, Strategic Planning, Team Management, Management, Leadership, Operations Management, Performance Management, Change Management, Project Management, Team Leadership, New Business Development, Budgets, Risk Management, CRM, Series 6
Education
Colorado State University - MBA 2008 — 2010
MBA, Business Administration and Management, General
Colorado State University 1988 — 1992
BS, Business Marketing
Rebecca Wren, CPA Rebecca Wren, CPA's Invesco Ltd. Experience April 2012 - Present
Job Manager Financial Reporting
Industry Accounting
Experience
Invesco Mortgage Capital July 2015 - Present
Invesco Ltd. April 2012 - Present
Waddell & Reed May 2011 - March 2012
Auburn University January 2011 - May 2011
Skills
FINRA Series 7, FINRA Series 66, Microsoft Excel, Microsoft Office, Research, Oracle Applications, Accounting, Financial Reporting, Financial Accounting, Finance, Leadership
Education
Georgia State University 2011 — 2012
Masters in Accountancy, Accounting
Auburn University, College of Business 2007 — 2011
Bachelor of Science in Business Administration, Accountancy
Westlake High School 2003 — 2007
Leopold-Franzens Universität Innsbruck
Invesco Mortgage Capital July 2015 - Present
Invesco Ltd. April 2012 - Present
Waddell & Reed May 2011 - March 2012
Auburn University January 2011 - May 2011
Skills
FINRA Series 7, FINRA Series 66, Microsoft Excel, Microsoft Office, Research, Oracle Applications, Accounting, Financial Reporting, Financial Accounting, Finance, Leadership
Education
Georgia State University 2011 — 2012
Masters in Accountancy, Accounting
Auburn University, College of Business 2007 — 2011
Bachelor of Science in Business Administration, Accountancy
Westlake High School 2003 — 2007
Leopold-Franzens Universität Innsbruck
Ken Zschappel Ken Zschappel's Invesco Ltd. Experience July 1990 - October 2005
Job Portfolio Manager at Orleans Capital Management
Industry Investment Management
Experience
Orleans Capital Management March 2012 - Present
Heritage School January 2007 - August 2013
Downtown Dreams Bed and Breakfast 2007 - 2013
Fred's Tool Shed 2010 - 2012
Invesco Ltd. July 1990 - October 2005
Skills
Portfolio Management, Team Leadership, Strategic Planning, Mutual Funds, Buy-side, Small Business..., Non-profit Development, Board Leadership, Fundraising, Alternative Investments, Leadership, Business Development, Marketing, Product Development, Equities, Management, Series 63, Start-ups, Hedge Funds, Wealth Management, Investment Management, Investments, Asset Allocation, ETFs, Investment Banking, Asset Management, Banking, Training, Financial Analysis, Valuation, Equity Research, Securities, Investment Strategies, Risk Management, Fixed Income, Analysis, Finance, Strategy
Education
Baylor University 1986 — 1990
BA, Political Science
Orleans Capital Management March 2012 - Present
Heritage School January 2007 - August 2013
Downtown Dreams Bed and Breakfast 2007 - 2013
Fred's Tool Shed 2010 - 2012
Invesco Ltd. July 1990 - October 2005
Skills
Portfolio Management, Team Leadership, Strategic Planning, Mutual Funds, Buy-side, Small Business..., Non-profit Development, Board Leadership, Fundraising, Alternative Investments, Leadership, Business Development, Marketing, Product Development, Equities, Management, Series 63, Start-ups, Hedge Funds, Wealth Management, Investment Management, Investments, Asset Allocation, ETFs, Investment Banking, Asset Management, Banking, Training, Financial Analysis, Valuation, Equity Research, Securities, Investment Strategies, Risk Management, Fixed Income, Analysis, Finance, Strategy
Education
Baylor University 1986 — 1990
BA, Political Science
Teresa Icsel's Invesco Ltd. Experience April 2015 - July 2015
Job Accountant
Industry Oil & Energy
Experience
Invesco Ltd. April 2015 - July 2015
GE Oil & Gas February 2010 - August 2010
Baker Hughes June 2000 - July 2009
Skills
SAP, Microsoft Office, Spanish, Customer Support, Microsoft Excel, QuickBooks, Oracle Applications, Access, Turbo Tax, PowerPoint, Software Documentation, Data Entry, Training, Outlook, Microsoft Word, Teamwork, Process Improvement, Customer Service, Windows, Financial Analysis, Data Analysis, Time Management, Invoicing, Sales, Research, Leadership, Budgets, Inventory Management, English, Management, Tax, Tax Accounting, Cost Accounting, Accounting, General Ledger
Education
University of Houston-Downtown 2012 — 2014
Bachelor's Degree, Accounting, 3.7 GPA
Lone Star College North Harris 2010 — 2012
N/A, Business
Austin Community College
Associate of Applied Science, Accounting
Invesco Ltd. April 2015 - July 2015
GE Oil & Gas February 2010 - August 2010
Baker Hughes June 2000 - July 2009
Skills
SAP, Microsoft Office, Spanish, Customer Support, Microsoft Excel, QuickBooks, Oracle Applications, Access, Turbo Tax, PowerPoint, Software Documentation, Data Entry, Training, Outlook, Microsoft Word, Teamwork, Process Improvement, Customer Service, Windows, Financial Analysis, Data Analysis, Time Management, Invoicing, Sales, Research, Leadership, Budgets, Inventory Management, English, Management, Tax, Tax Accounting, Cost Accounting, Accounting, General Ledger
Education
University of Houston-Downtown 2012 — 2014
Bachelor's Degree, Accounting, 3.7 GPA
Lone Star College North Harris 2010 — 2012
N/A, Business
Austin Community College
Associate of Applied Science, Accounting
William Steffen William Steffen's Invesco Ltd. Experience January 1992 - January 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
Matt Neal's Invesco Ltd. Experience December 2010 - January 2013
Job Analytics Manager at Deseret Digital Media
Industry Investment Management
Experience
Deseret Digital Media April 2014 - Present
Rakuten MediaForge May 2013 - April 2014
Invesco Ltd. December 2010 - January 2013
Liberty Square Asset Management May 2009 - September 2009
Columbia Management 2005 - 2008
Mizuho Securities / Reed Global Advisors 2002 - 2005
Union Bank of California 2001 - 2002
Skills
Financial Modeling, Credit, Investments, Asset Management, Equities, Investor Relations, Bloomberg, Valuation, Mutual Funds, Investment Strategies, Equity Research, Investment Management, Fixed Income, Portfolio Management, Financial Analysis, Hedge Funds, Management, Alternative Investments, Research, DCF, Asset Allocation, Capital Markets, Equity Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
Masters, Business
Deseret Digital Media April 2014 - Present
Rakuten MediaForge May 2013 - April 2014
Invesco Ltd. December 2010 - January 2013
Liberty Square Asset Management May 2009 - September 2009
Columbia Management 2005 - 2008
Mizuho Securities / Reed Global Advisors 2002 - 2005
Union Bank of California 2001 - 2002
Skills
Financial Modeling, Credit, Investments, Asset Management, Equities, Investor Relations, Bloomberg, Valuation, Mutual Funds, Investment Strategies, Equity Research, Investment Management, Fixed Income, Portfolio Management, Financial Analysis, Hedge Funds, Management, Alternative Investments, Research, DCF, Asset Allocation, Capital Markets, Equity Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
Masters, Business
Shannon Herrlinger's Invesco Ltd. Experience 1999 - 2002
Job Marketing Specialist at Whip Mix Corporation
Industry Building Materials
Experience
Whip Mix Corporation February 2013 - Present
Metal Sales Manufacturing Corporation July 2010 - February 2013
Herrlinger Marketing Services 2002 - 2010
AIG SunAmerica 2002 - 2006
Invesco Ltd. 1999 - 2002
Skills
Event Planning, Travel Planning, Meeting Planning, Conference Coordination, Online Marketing, Social Media Marketing, Sales Coordination, Project Coordination, Event Management, Social Media, Training, Corporate Gifts, Trade Shows, Purchasing, Budgets, Process Scheduler, Strategic Planning, Product Development, Customer Service, Graphic Design, Project Management, Advertising, Adobe Creative Suite, InDesign, Promotional Design, Promotional Products, Trade Show Coordination, Training Coordination, Key Account Management, Team Building, Account Management, Cold Calling, CRM, Sales Management, Selling, P&L, Management, B2B, New Business Development, Pricing, Social Networking, Marketing Strategy, Sales Process, Forecasting, Contract Negotiation, Business Development, Customer Satisfaction, Market Research, Sales Operations
Education
Bellarmine University 1995 — 1999
Bachelor's Degree, Psychology and Early Childhood
Whip Mix Corporation February 2013 - Present
Metal Sales Manufacturing Corporation July 2010 - February 2013
Herrlinger Marketing Services 2002 - 2010
AIG SunAmerica 2002 - 2006
Invesco Ltd. 1999 - 2002
Skills
Event Planning, Travel Planning, Meeting Planning, Conference Coordination, Online Marketing, Social Media Marketing, Sales Coordination, Project Coordination, Event Management, Social Media, Training, Corporate Gifts, Trade Shows, Purchasing, Budgets, Process Scheduler, Strategic Planning, Product Development, Customer Service, Graphic Design, Project Management, Advertising, Adobe Creative Suite, InDesign, Promotional Design, Promotional Products, Trade Show Coordination, Training Coordination, Key Account Management, Team Building, Account Management, Cold Calling, CRM, Sales Management, Selling, P&L, Management, B2B, New Business Development, Pricing, Social Networking, Marketing Strategy, Sales Process, Forecasting, Contract Negotiation, Business Development, Customer Satisfaction, Market Research, Sales Operations
Education
Bellarmine University 1995 — 1999
Bachelor's Degree, Psychology and Early Childhood
Aaron Chastain Aaron Chastain's Invesco Ltd. Experience June 2014 - August 2014
Job Investment Analyst, Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt June 2015 - Present
Berry Investment Group August 2013 - May 2015
Berry Good Strategy August 2014 - April 2015
Berry College January 2014 - December 2014
Berry College August 2012 - December 2014
Invesco Ltd. June 2014 - August 2014
Smoothie King (SKFI) May 2011 - January 2014
Berry College January 2013 - December 2013
Berry College - Campbell School of Business January 2012 - December 2013
Berry College August 2012 - May 2013
Skills
Event Planning, Research, Public Speaking, Leadership, Community Outreach, Microsoft Office, Microsoft Excel, Facebook, Social Media, Higher Education, Microsoft Word, PowerPoint, Event Management, Customer Service
Education
Berry College - Campbell School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance and Economics, GPA: 3.91/4.00
Cleveland High School 2007 — 2011
Aon Hewitt June 2015 - Present
Berry Investment Group August 2013 - May 2015
Berry Good Strategy August 2014 - April 2015
Berry College January 2014 - December 2014
Berry College August 2012 - December 2014
Invesco Ltd. June 2014 - August 2014
Smoothie King (SKFI) May 2011 - January 2014
Berry College January 2013 - December 2013
Berry College - Campbell School of Business January 2012 - December 2013
Berry College August 2012 - May 2013
Skills
Event Planning, Research, Public Speaking, Leadership, Community Outreach, Microsoft Office, Microsoft Excel, Facebook, Social Media, Higher Education, Microsoft Word, PowerPoint, Event Management, Customer Service
Education
Berry College - Campbell School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance and Economics, GPA: 3.91/4.00
Cleveland High School 2007 — 2011
Eric Towell Eric Towell's Invesco Ltd. Experience February 2006 - Present
Job Regional Vice President at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. February 2006 - Present
Van Kampen Investments 2006 - 2010
Van Kampen Investments 1997 - 1998
Skills
Separately Managed..., Wholesaling, Mutual Funds, Series 65, Series 7, Unit Investment Trusts, ETFs, Series 63, Alternative Investments, Managed Accounts, Investment Products, Investment Strategies
Education
Baylor University 1988 — 1992
BBA, Economics
Invesco Ltd. February 2006 - Present
Van Kampen Investments 2006 - 2010
Van Kampen Investments 1997 - 1998
Skills
Separately Managed..., Wholesaling, Mutual Funds, Series 65, Series 7, Unit Investment Trusts, ETFs, Series 63, Alternative Investments, Managed Accounts, Investment Products, Investment Strategies
Education
Baylor University 1988 — 1992
BBA, Economics
Sam Baldwin Sam Baldwin's Invesco Ltd. Experience 1999 - June 2007
Job Portfolio Manager, Canadian Equities at Guardian Capital
Industry Investment Management
Experience
Guardian Capital July 2007 - Present
Invesco Ltd. 1999 - June 2007
Skills
Portfolio Management, Investments, Investment Strategies, Equities, Asset Managment
Education
The University of British Columbia 1994 — 1999
B.A. (Hon), Economics
Capital Normal University 1996 — 1997
Mandarin Chinese
Guardian Capital July 2007 - Present
Invesco Ltd. 1999 - June 2007
Skills
Portfolio Management, Investments, Investment Strategies, Equities, Asset Managment
Education
The University of British Columbia 1994 — 1999
B.A. (Hon), Economics
Capital Normal University 1996 — 1997
Mandarin Chinese
Eric Lindenbaum Eric Lindenbaum's Invesco Ltd. Experience 2004 - Present
Job Portfolio Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. 2004 - Present
Merrill Lynch 1995 - 2004
Education
Columbia Business School 1992 — 1995
MBA, Finance
Columbia University - School of International and Public Affairs 1992 — 1995
MIA, Economics
The Johns Hopkins University 1985 — 1989
BA, International Studies
Invesco Ltd. 2004 - Present
Merrill Lynch 1995 - 2004
Education
Columbia Business School 1992 — 1995
MBA, Finance
Columbia University - School of International and Public Affairs 1992 — 1995
MIA, Economics
The Johns Hopkins University 1985 — 1989
BA, International Studies
Christopher Benger Christopher Benger's Invesco Ltd. Experience May 2004 - October 2007
Job Asset and Credit Operations Examiner
Industry Banking
Experience
CoBank October 2011 - Present
CoBank December 2010 - October 2011
CoBank October 2007 - January 2011
Invesco Ltd. May 2004 - October 2007
Skills
Financial Analysis, Credit Analysis, Portfolio Management, Loans, Credit, Financial Modeling, Corporate Finance, Underwriting, Banking, Commercial Lending, Credit Risk, Valuation, Risk Management, Asset Managment, Fixed Income, Operational Analysis, Commercial Banking, Financial Risk, Financial Statement..., Analysis, Financial Structuring, Due Diligence, Finance, Capital Markets, Loan Origination
Education
University of Denver - Daniels College of Business 2005 — 2007
MS, Finance
Colorado State University 2000 — 2004
BA, Economics/Political Science
CoBank October 2011 - Present
CoBank December 2010 - October 2011
CoBank October 2007 - January 2011
Invesco Ltd. May 2004 - October 2007
Skills
Financial Analysis, Credit Analysis, Portfolio Management, Loans, Credit, Financial Modeling, Corporate Finance, Underwriting, Banking, Commercial Lending, Credit Risk, Valuation, Risk Management, Asset Managment, Fixed Income, Operational Analysis, Commercial Banking, Financial Risk, Financial Statement..., Analysis, Financial Structuring, Due Diligence, Finance, Capital Markets, Loan Origination
Education
University of Denver - Daniels College of Business 2005 — 2007
MS, Finance
Colorado State University 2000 — 2004
BA, Economics/Political Science
Michael Tobin's Invesco Ltd. Experience June 2010 - October 2010
Job Western Divisional Sales Manager at Hartford Funds
Industry Financial Services
Experience
LPL Financial October 2010 - June 2013
Invesco Ltd. June 2010 - October 2010
Morgan Stanley Investment Management April 2003 - June 2010
Alliance Capital Management December 1996 - April 2003
Skills
Sales, Series 24, 401k, Apparel, Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Investments, Wealth Management, Asset Management, Securities, Investment Advisory
Education
Boston College 1985 — 1989
Bachelor of Science (B.S.), Finance, General
LPL Financial October 2010 - June 2013
Invesco Ltd. June 2010 - October 2010
Morgan Stanley Investment Management April 2003 - June 2010
Alliance Capital Management December 1996 - April 2003
Skills
Sales, Series 24, 401k, Apparel, Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Investments, Wealth Management, Asset Management, Securities, Investment Advisory
Education
Boston College 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Kaleb Mercer's Invesco Ltd. Experience July 2009 - March 2010
Job Infrastructure Architect at Rödl & Partner
Industry Information Technology and Services
Experience
Rödl & Partner March 2013 - Present
UniPro Foodservice January 2012 - March 2013
UniPro Foodservice February 2010 - January 2012
Invesco Ltd. July 2009 - March 2010
Citizens Property Insurance August 2007 - July 2009
Florida State University September 2005 - August 2007
Chipola College June 2002 - June 2005
Skills
VMware, Active Directory, Networking, Servers, System Administration, IT Management, Data Center, Microsoft Technologies, Troubleshooting, IT Operations, Cisco Technologies, VMware Infrastructure, Windows 7, Strategic Planning, Cloud Computing, NetApp, Microsoft Certified..., IT Strategy, Storage Area Networks, Vendor Management, vSphere, Enterprise Architecture, Enterprise Integration, IT Service Management, Data Center Relocation, System Migration, Network Operations, Microsoft Infrastructure, VMware Server, HP Proliant, Dell OpenManage, NAS, Systems Analysis, Storage Virtualization, Storage Architecture, Network Migrations, Distributed File Systems, Debian/Ubuntu, Open Source Integration, Dell PowerEdge Servers, Systems Engineering, Network Architecture, Private Cloud, vCloud, Datacenter..., Application..., Brocade, VPN, BGP, MPLS Networking
Education
Florida State University 2005 — 2007
Bachelor's, Information Technology
Chipola College 2004 — 2005
Associate of Arts (AA), Computer Information Technology
Chipola College 2000 — 2004
Associate of Science (AS), Networking Services Technology
Rödl & Partner March 2013 - Present
UniPro Foodservice January 2012 - March 2013
UniPro Foodservice February 2010 - January 2012
Invesco Ltd. July 2009 - March 2010
Citizens Property Insurance August 2007 - July 2009
Florida State University September 2005 - August 2007
Chipola College June 2002 - June 2005
Skills
VMware, Active Directory, Networking, Servers, System Administration, IT Management, Data Center, Microsoft Technologies, Troubleshooting, IT Operations, Cisco Technologies, VMware Infrastructure, Windows 7, Strategic Planning, Cloud Computing, NetApp, Microsoft Certified..., IT Strategy, Storage Area Networks, Vendor Management, vSphere, Enterprise Architecture, Enterprise Integration, IT Service Management, Data Center Relocation, System Migration, Network Operations, Microsoft Infrastructure, VMware Server, HP Proliant, Dell OpenManage, NAS, Systems Analysis, Storage Virtualization, Storage Architecture, Network Migrations, Distributed File Systems, Debian/Ubuntu, Open Source Integration, Dell PowerEdge Servers, Systems Engineering, Network Architecture, Private Cloud, vCloud, Datacenter..., Application..., Brocade, VPN, BGP, MPLS Networking
Education
Florida State University 2005 — 2007
Bachelor's, Information Technology
Chipola College 2004 — 2005
Associate of Arts (AA), Computer Information Technology
Chipola College 2000 — 2004
Associate of Science (AS), Networking Services Technology
Christy Nelson Christy Nelson's Invesco Ltd. Experience May 1992 - October 1996
Job Financial Advisor with over 20 years of industry experience
Industry Financial Services
Experience
Colorado Financial Planning Group, Inc. February 2010 - Present
Multi Financial Securities Corp April 2007 - February 2010
Charles Schwab November 1996 - March 2007
Invesco Ltd. May 1992 - October 1996
Skills
Retirement Planning, Financial Planning, Estate Planning, Investments, Long-term Care, Insurance, Financial Advisory, Wealth Management, Mutual Funds, Securities, Asset Management, Long Term Care, Pensions, Portfolio Management, Annuities, Asset Allocation, Retirement
Education
Colorado State University 1989 — 1991
Business
Bear Creek High School 1985 — 1989
Colorado Financial Planning Group, Inc. February 2010 - Present
Multi Financial Securities Corp April 2007 - February 2010
Charles Schwab November 1996 - March 2007
Invesco Ltd. May 1992 - October 1996
Skills
Retirement Planning, Financial Planning, Estate Planning, Investments, Long-term Care, Insurance, Financial Advisory, Wealth Management, Mutual Funds, Securities, Asset Management, Long Term Care, Pensions, Portfolio Management, Annuities, Asset Allocation, Retirement
Education
Colorado State University 1989 — 1991
Business
Bear Creek High School 1985 — 1989
Eva Mehalko Eva Mehalko's Invesco Ltd. Experience November 1997 - June 1998
Job Sr Disaster Recovery Analyst at Lockheed Martin
Industry Information Technology and Services
Experience
Lockheed Martin August 1999 - Present
Association of Contingency Planners (ACP) January 1993 - Present
First Data Corporation June 1998 - August 1999
Invesco Ltd. November 1997 - June 1998
AIC - US West May 1995 - June 1996
EG&G Technical Services (now part of URS Corporation) 1992 - 1995
Skills
Disaster Recovery, Risk Management, Security, Information Technology, Program Management, Project Management, Business Continuity, Team Building, Business Analysis, Team Leadership, Project Planning, Training, Testing, Management, Governance, IT Management, Business Continuity..., Microsoft Office, Troubleshooting, Databases, Coaching, Accounting, Account Management, PowerPoint, Research, Web Services, E-commerce, Knowledge Management, User Interface, Social Media, SOX, Presentation Development, Sarbanes-Oxley Act, Compliance, Mentoring, Problem Solving, Mac OS X, Writing, Organizing, Internet, Project Facilitation, Stock Trading, SWOT analysis, Cost Analysis, Talking Points, Client Interfacing, Client Services, Policy Analysis, Volunteer Engagement, Technical Presentations
Education
Keller Graduate School of Management of DeVry University 2001 — 2003
MPM, Project Management
Colorado State University 2001 — 2002
Certificate, Project Management
Metropolitan State University of Denver 1985 — 1990
B.S., Computer Management Science
Fort Lewis College 1980 — 1984
BA, Business Administration
John F. Kennedy High School 1978 — 1980
Diploma, General
Lockheed Martin August 1999 - Present
Association of Contingency Planners (ACP) January 1993 - Present
First Data Corporation June 1998 - August 1999
Invesco Ltd. November 1997 - June 1998
AIC - US West May 1995 - June 1996
EG&G Technical Services (now part of URS Corporation) 1992 - 1995
Skills
Disaster Recovery, Risk Management, Security, Information Technology, Program Management, Project Management, Business Continuity, Team Building, Business Analysis, Team Leadership, Project Planning, Training, Testing, Management, Governance, IT Management, Business Continuity..., Microsoft Office, Troubleshooting, Databases, Coaching, Accounting, Account Management, PowerPoint, Research, Web Services, E-commerce, Knowledge Management, User Interface, Social Media, SOX, Presentation Development, Sarbanes-Oxley Act, Compliance, Mentoring, Problem Solving, Mac OS X, Writing, Organizing, Internet, Project Facilitation, Stock Trading, SWOT analysis, Cost Analysis, Talking Points, Client Interfacing, Client Services, Policy Analysis, Volunteer Engagement, Technical Presentations
Education
Keller Graduate School of Management of DeVry University 2001 — 2003
MPM, Project Management
Colorado State University 2001 — 2002
Certificate, Project Management
Metropolitan State University of Denver 1985 — 1990
B.S., Computer Management Science
Fort Lewis College 1980 — 1984
BA, Business Administration
John F. Kennedy High School 1978 — 1980
Diploma, General
Haley Davis Haley Davis's Invesco Ltd. Experience May 2010 - June 2013
Job Manager, Databases at Invesco
Industry Financial Services
Experience
Invesco July 2013 - Present
The Arthur Vining Davis Foundations September 2006 - Present
Invesco Ltd. May 2010 - June 2013
SunTrust Bank 1999 - 2005
BankBoston 1997 - 1999
Peterson Consulting 1996 - 1997
International Paper 1991 - 1994
Skills
Portfolio Management, Risk Management, Business Analysis, Project Management, Program Management, Process Improvement, Business Process..., Financial Modeling, Financial Analysis, Financial Services, Analysis, Strategy, Asset Management, Vendor Management, Business Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
University of Rochester 1987 — 1991
BS, Mechanical Engineering
Invesco July 2013 - Present
The Arthur Vining Davis Foundations September 2006 - Present
Invesco Ltd. May 2010 - June 2013
SunTrust Bank 1999 - 2005
BankBoston 1997 - 1999
Peterson Consulting 1996 - 1997
International Paper 1991 - 1994
Skills
Portfolio Management, Risk Management, Business Analysis, Project Management, Program Management, Process Improvement, Business Process..., Financial Modeling, Financial Analysis, Financial Services, Analysis, Strategy, Asset Management, Vendor Management, Business Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
University of Rochester 1987 — 1991
BS, Mechanical Engineering
John T. Klingel John T. Klingel's Invesco Ltd. Experience 1988 - 1993
Job Fiduciary Accountant at Norton Rose Fulbright US LLP
Industry Law Practice
Experience
Norton Rose Fulbright US LLP July 2011 - Present
Stroock & Stroock & Lavan LLP November 2009 - July 2011
Holland & Knight LLP April 2002 - November 2009
Milbank, Tweed, Hadley & McCloy LLP August 1998 - March 2002
Baer Marks & Upham LLP 1993 - 1998
Invesco Ltd. 1988 - 1993
Skills
Estate Administration, Civil Litigation, Litigation, Estate Planning, Litigation Support, Fiduciary, Tax, Legal Writing, Trusts, Legal Assistance, Courts, Corporate Governance, Wills, Tax Law, Westlaw, Legal Research, Corporate Law
Education
Baruch College, City University of New York (CUNY) 1983 — 1985
Accounting
Fordham University 1977 — 1980
BA, Philosophy/Theology
Norton Rose Fulbright US LLP July 2011 - Present
Stroock & Stroock & Lavan LLP November 2009 - July 2011
Holland & Knight LLP April 2002 - November 2009
Milbank, Tweed, Hadley & McCloy LLP August 1998 - March 2002
Baer Marks & Upham LLP 1993 - 1998
Invesco Ltd. 1988 - 1993
Skills
Estate Administration, Civil Litigation, Litigation, Estate Planning, Litigation Support, Fiduciary, Tax, Legal Writing, Trusts, Legal Assistance, Courts, Corporate Governance, Wills, Tax Law, Westlaw, Legal Research, Corporate Law
Education
Baruch College, City University of New York (CUNY) 1983 — 1985
Accounting
Fordham University 1977 — 1980
BA, Philosophy/Theology
Andrew Mize's Invesco Ltd. Experience August 2007 - May 2008
Job Sales Analyst at Ingersoll Rand
Industry Machinery
Experience
Keller Williams Realty, Inc. September 2014 - Present
Ingersoll Rand September 2011 - Present
AGCO Corporation May 2008 - September 2011
AGCO Corporation May 2008 - September 2011
AGCO May 2008 - September 2011
AGCO Corporation May 2008 - September 2011
Invesco 2006 - 2009
Invesco LTD August 2007 - May 2008
INVESCO LTD August 2007 - May 2008
Augusta National Golf Club August 2005 - June 2007
Skills
JD Edwards, Accounting, Treasury, Banking, Credit, Sales, Microsoft Office, Forecasting, Finance, Analysis, Customer Service, Marketing, Bookkeeping, Oracle, Funding
Education
Georgia Regents University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Augusta State University 2005 — 2007
Bachelor of Business Administration, Accounting
Augusta State University
Bachelor degree, Accounting
Georgia College and State University
Keller Williams Realty, Inc. September 2014 - Present
Ingersoll Rand September 2011 - Present
AGCO Corporation May 2008 - September 2011
AGCO Corporation May 2008 - September 2011
AGCO May 2008 - September 2011
AGCO Corporation May 2008 - September 2011
Invesco 2006 - 2009
Invesco LTD August 2007 - May 2008
INVESCO LTD August 2007 - May 2008
Augusta National Golf Club August 2005 - June 2007
Skills
JD Edwards, Accounting, Treasury, Banking, Credit, Sales, Microsoft Office, Forecasting, Finance, Analysis, Customer Service, Marketing, Bookkeeping, Oracle, Funding
Education
Georgia Regents University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Augusta State University 2005 — 2007
Bachelor of Business Administration, Accounting
Augusta State University
Bachelor degree, Accounting
Georgia College and State University
Annette Geissinger Annette Geissinger's Invesco Ltd. Experience 2004 - 2012
Job Executive Assistant | considering opportunities
Industry Executive Office
Experience
Thomas Merchandising Sales 2013 - Present
Invesco Ltd. 2004 - 2012
TIG Insurance Company 1994 - 2002
Skills
Executive..., Executive Support, Event Planning, Project Planning, Professional..., Business Acumen, Executive Travel, Itineraries, Appointment Scheduling, Interdepartmental..., Project Coordination, Capital Call..., Coordinating Events, Meeting Scheduling, Human Resources, Compensation & Benefits..., Commercial Real Estate..., Portfolio Management, Multi-unit Retail..., Executive..., Contact Management, Travel Planning, Expense Reports, Proprietary Software, Microsoft Office, Microsoft Exchange, Report Compilation, Supply Management, Phone Skills, Phone Etiquette, Multi-line Phone, Phone Screening, Diplomacy, Dispatching, Confidentiality, Sensitivity, Timing, Discretion, Data Entry, Accounts Payable, Budget Process, Invoice Processing, Transcription, Superior Work Ethic, Thrive in..., Candor, Fluidity, Grace Under Pressure, Proactive self-starter
Education
Austin Community College
General Studies
Thomas Merchandising Sales 2013 - Present
Invesco Ltd. 2004 - 2012
TIG Insurance Company 1994 - 2002
Skills
Executive..., Executive Support, Event Planning, Project Planning, Professional..., Business Acumen, Executive Travel, Itineraries, Appointment Scheduling, Interdepartmental..., Project Coordination, Capital Call..., Coordinating Events, Meeting Scheduling, Human Resources, Compensation & Benefits..., Commercial Real Estate..., Portfolio Management, Multi-unit Retail..., Executive..., Contact Management, Travel Planning, Expense Reports, Proprietary Software, Microsoft Office, Microsoft Exchange, Report Compilation, Supply Management, Phone Skills, Phone Etiquette, Multi-line Phone, Phone Screening, Diplomacy, Dispatching, Confidentiality, Sensitivity, Timing, Discretion, Data Entry, Accounts Payable, Budget Process, Invoice Processing, Transcription, Superior Work Ethic, Thrive in..., Candor, Fluidity, Grace Under Pressure, Proactive self-starter
Education
Austin Community College
General Studies
Ross R Curtis II, CIMA's Invesco Ltd. Experience February 2008 - February 2012
Job Senior Product Specialist at Provasi Capital Partners
Industry Financial Services
Experience
Provasi Capital Partners April 2015 - Present
Behringer Securities April 2012 - March 2015
Invesco Ltd. February 2008 - February 2012
AIM Investments August 2003 - January 2008
AIM Investments June 2000 - July 2003
AIM Family of Funds January 1998 - May 2000
AIM Family of Funds February 1995 - December 1997
FN Wolf & Co., Inc. January 1993 - November 1993
Skills
Mutual Funds, ETFs, Retirement, Series 7, Series 24, Series 53, Series 66, Morningstar, Wholesaling, Sales Management, Investments, Fixed Income Products, Series 63, Public Speaking, Salesforce.com, CLO, UIT, Coaching, Listener, Closed-end Funds, Interviews, Sales Process, Email, Asset Allocation, Investment Management, Alternative Investments, FINRA, Fixed Income, Retirement Planning, 401k, Wealth Management, Asset Management, Sales
Education
Baylor University - Hankamer School of Business 1989 — 1992
BBA
Provasi Capital Partners April 2015 - Present
Behringer Securities April 2012 - March 2015
Invesco Ltd. February 2008 - February 2012
AIM Investments August 2003 - January 2008
AIM Investments June 2000 - July 2003
AIM Family of Funds January 1998 - May 2000
AIM Family of Funds February 1995 - December 1997
FN Wolf & Co., Inc. January 1993 - November 1993
Skills
Mutual Funds, ETFs, Retirement, Series 7, Series 24, Series 53, Series 66, Morningstar, Wholesaling, Sales Management, Investments, Fixed Income Products, Series 63, Public Speaking, Salesforce.com, CLO, UIT, Coaching, Listener, Closed-end Funds, Interviews, Sales Process, Email, Asset Allocation, Investment Management, Alternative Investments, FINRA, Fixed Income, Retirement Planning, 401k, Wealth Management, Asset Management, Sales
Education
Baylor University - Hankamer School of Business 1989 — 1992
BBA
Nate Serrano Nate Serrano's Invesco Ltd. Experience May 2012 - August 2012
Job Commodity Sourcing Analyst at The J.M. Smucker Company
Industry Consumer Goods
Experience
The J.M. Smucker Company May 2013 - Present
The J.M. Smucker Company October 2012 - May 2013
Ashland University Department of Recreational Services August 2010 - October 2012
Invesco Ltd. May 2012 - August 2012
Northwestern Mutual Financial Network May 2011 - August 2011
Skills
Wealth Accumulation, Retirement Solutions, Disability Insurance, Excel, Long Term Care, Word, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Finance, Portfolio Management, Long-term Care, Retirement
Education
Ashland University 2009 — 2013
Bachelor of Science (B.S.), Finance, Political Science
The J.M. Smucker Company May 2013 - Present
The J.M. Smucker Company October 2012 - May 2013
Ashland University Department of Recreational Services August 2010 - October 2012
Invesco Ltd. May 2012 - August 2012
Northwestern Mutual Financial Network May 2011 - August 2011
Skills
Wealth Accumulation, Retirement Solutions, Disability Insurance, Excel, Long Term Care, Word, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Finance, Portfolio Management, Long-term Care, Retirement
Education
Ashland University 2009 — 2013
Bachelor of Science (B.S.), Finance, Political Science
Scott Nuzman Scott Nuzman's Invesco Ltd. Experience December 2004 - September 2009
Job Division Order Analyst at Noble Energy
Industry Oil & Energy
Experience
ClearChoice Management Services March 2012 - June 2012
Koncilja & Associaties December 2010 - November 2011
Don, Galleher & Saliman January 2010 - October 2010
Invesco Ltd. December 2004 - September 2009
The Law Offices of Jason W. Jordan January 2009 - May 2009
USSynthetic August 2000 - November 2004
Skills
Finance, Business Management, Commercial Litigation, Project Management, Analysis, Lease Analysis, Risk Management, Business Relationship..., Training, Title Analysis, Marcellus Shale, Title Opinions, Customer Service, Business Planning, Process Improvement, Corporate Governance, Team Building, Business Strategy, Legal Contract Review, Corporate Law, Estate Administration, Legal Analysis, Chain of Title, Division Orders, Public Speaking, Business Presentation, Operations Management, Microsoft Excel, Microsoft Word, Google Docs, Management, Business Analysis, German, Microsoft Office, Event Planning, Oracle, Start-ups, Due Diligence, Call Centers, Contract Negotiation, Business Start-up, Summation iBlaze, CT Summation, International Business..., Colorado Bar, Compliance, Legal Writing, Litigation
Education
University of Denver 2005 — 2009
JD, Law
Brigham Young University 2000 — 2004
BS, Business Management/Finance
Heritage High School
ClearChoice Management Services March 2012 - June 2012
Koncilja & Associaties December 2010 - November 2011
Don, Galleher & Saliman January 2010 - October 2010
Invesco Ltd. December 2004 - September 2009
The Law Offices of Jason W. Jordan January 2009 - May 2009
USSynthetic August 2000 - November 2004
Skills
Finance, Business Management, Commercial Litigation, Project Management, Analysis, Lease Analysis, Risk Management, Business Relationship..., Training, Title Analysis, Marcellus Shale, Title Opinions, Customer Service, Business Planning, Process Improvement, Corporate Governance, Team Building, Business Strategy, Legal Contract Review, Corporate Law, Estate Administration, Legal Analysis, Chain of Title, Division Orders, Public Speaking, Business Presentation, Operations Management, Microsoft Excel, Microsoft Word, Google Docs, Management, Business Analysis, German, Microsoft Office, Event Planning, Oracle, Start-ups, Due Diligence, Call Centers, Contract Negotiation, Business Start-up, Summation iBlaze, CT Summation, International Business..., Colorado Bar, Compliance, Legal Writing, Litigation
Education
University of Denver 2005 — 2009
JD, Law
Brigham Young University 2000 — 2004
BS, Business Management/Finance
Heritage High School
Andrew Waisburd Andrew Waisburd's Invesco Ltd. Experience May 2011 - Present
Job Director of Research
Industry Investment Management
Experience
Invesco Ltd. May 2011 - Present
Invesco Ltd. July 2008 - April 2011
Harris Investment Management February 2007 - June 2008
Archipelago June 2005 - January 2007
Texas Christian University August 2000 - May 2005
Andersen Consulting August 1993 - June 1995
Skills
Quantitative Analytics, Equities, Financial Modeling, Capital Markets, Asset Management, Hedge Funds, Alternative Investments, Investments, Portfolio Management, Investment Strategies, Financial Markets, Equity Research, Investment Management
Education
Indiana University Bloomington 1995 — 2000
Ph.D, Finance
Indiana University Bloomington 1995 — 1998
M.S., Finance
Cornell University 1989 — 1993
B.S., Statistics
Invesco Ltd. May 2011 - Present
Invesco Ltd. July 2008 - April 2011
Harris Investment Management February 2007 - June 2008
Archipelago June 2005 - January 2007
Texas Christian University August 2000 - May 2005
Andersen Consulting August 1993 - June 1995
Skills
Quantitative Analytics, Equities, Financial Modeling, Capital Markets, Asset Management, Hedge Funds, Alternative Investments, Investments, Portfolio Management, Investment Strategies, Financial Markets, Equity Research, Investment Management
Education
Indiana University Bloomington 1995 — 2000
Ph.D, Finance
Indiana University Bloomington 1995 — 1998
M.S., Finance
Cornell University 1989 — 1993
B.S., Statistics
Asmara Mirza's Invesco Ltd. Experience September 2000 - September 2010
Job Senior Manager, Omni Sales & Customer Experience at TD
Industry Banking
Experience
TD February 2014 - Present
TD Bank Group September 2010 - February 2014
Invesco Ltd. September 2000 - September 2010
Invesco Trimark 2000 - September 2010
Invesco Trimark August 2007 - January 2008
Invesco Trimark 2005 - August 2007
Skills
Strategy, Change Management, Leadership, Knowledge Management, Organizational..., Management, Coaching, Product Management, Project Management, Training, Team Leadership, Customer Relations, Customer Experience, Customer Insight, Relationship Management, Banking, Financial Services, Strategic Planning
Education
University of Central Florida 1998 — 2000
MBA, Finance, 4.0 GPA
University of Bahrain 1992 — 1997
Bachelors, Management
St. Christopher's School 1987 — 1992
GCSE
TD February 2014 - Present
TD Bank Group September 2010 - February 2014
Invesco Ltd. September 2000 - September 2010
Invesco Trimark 2000 - September 2010
Invesco Trimark August 2007 - January 2008
Invesco Trimark 2005 - August 2007
Skills
Strategy, Change Management, Leadership, Knowledge Management, Organizational..., Management, Coaching, Product Management, Project Management, Training, Team Leadership, Customer Relations, Customer Experience, Customer Insight, Relationship Management, Banking, Financial Services, Strategic Planning
Education
University of Central Florida 1998 — 2000
MBA, Finance, 4.0 GPA
University of Bahrain 1992 — 1997
Bachelors, Management
St. Christopher's School 1987 — 1992
GCSE
Michael L Wilson, CFP®, CRC® | Financial Planner Michael L Wilson, CFP®, CRC® | Financial Planner's Invesco Ltd. Experience 1994 - 1996
Job Marketing Investment Advisor
Industry Financial Services
Experience
Utah Retirement Systems January 2013 - Present
Integrity Financial Planning June 1998 - Present
International Foundation for Retirement Education (InFRE) 2002 - 2013
National Endowment for Financial Education 2002 - 2013
Kaplan 2000 - 2012
College for Financial Planning 1996 - 1998
Invesco Ltd. 1994 - 1996
Fidelity Investments 1986 - 1994
Skills
Retirement Planning, Financial Planning, Mutual Funds, Financial Advisory, Investments, Wealth Management, Retirement, Portfolio Management, 401k, Pensions, Small Business, Investment Advisory, Public Speaking, Non-profits, Asset Management, IRA's, Writing, Securities, Estate Planning, Financial Education, Personal Finance, Wealth, Money, Annuities, Insurance, Asset Allocation, Investment Strategies, Alternative Investments, ETFs, Employee Benefits, Equities, Annuity, Bonds, Fixed Income, ERISA, Microsoft Office, Insurance Planning, Financial Planners, Strategic Financial..., Personal Financial..., Finance, Fixed Annuities, Series 7, Financial Services, Series 63, IRAs
Education
Baylor University - Hankamer School of Business 1984 — 1985
MBA
Baylor University 1979 — 1983
BA
Irving High School
Utah Retirement Systems January 2013 - Present
Integrity Financial Planning June 1998 - Present
International Foundation for Retirement Education (InFRE) 2002 - 2013
National Endowment for Financial Education 2002 - 2013
Kaplan 2000 - 2012
College for Financial Planning 1996 - 1998
Invesco Ltd. 1994 - 1996
Fidelity Investments 1986 - 1994
Skills
Retirement Planning, Financial Planning, Mutual Funds, Financial Advisory, Investments, Wealth Management, Retirement, Portfolio Management, 401k, Pensions, Small Business, Investment Advisory, Public Speaking, Non-profits, Asset Management, IRA's, Writing, Securities, Estate Planning, Financial Education, Personal Finance, Wealth, Money, Annuities, Insurance, Asset Allocation, Investment Strategies, Alternative Investments, ETFs, Employee Benefits, Equities, Annuity, Bonds, Fixed Income, ERISA, Microsoft Office, Insurance Planning, Financial Planners, Strategic Financial..., Personal Financial..., Finance, Fixed Annuities, Series 7, Financial Services, Series 63, IRAs
Education
Baylor University - Hankamer School of Business 1984 — 1985
MBA
Baylor University 1979 — 1983
BA
Irving High School
James Eaton's Invesco Ltd. Experience October 2008 - July 2014
Job Portfolio Manager at Longview Asset Management Ltd.
Industry Financial Services
Experience
Longview Asset Management Ltd. July 2014 - Present
Invesco Ltd. October 2008 - July 2014
Invesco Trimark March 2008 - September 2008
Invesco Trimark July 2006 - February 2008
Invesco Trimark August 2004 - June 2006
Skills
Valuation, Investments, Equities, Financial Modeling, Financial Analysis, Real Estate Investment, Value Investing, Asset Management, Analysis
Education
Columbia Business School 2013 — 2013
Executive Education, Value Investing
York University - Schulich School of Business 2008 — 2010
MBA, Finance, Accounting
CFA Institute
CFA
Dalhousie University 1998 — 2002
BComm, Commerce
Longview Asset Management Ltd. July 2014 - Present
Invesco Ltd. October 2008 - July 2014
Invesco Trimark March 2008 - September 2008
Invesco Trimark July 2006 - February 2008
Invesco Trimark August 2004 - June 2006
Skills
Valuation, Investments, Equities, Financial Modeling, Financial Analysis, Real Estate Investment, Value Investing, Asset Management, Analysis
Education
Columbia Business School 2013 — 2013
Executive Education, Value Investing
York University - Schulich School of Business 2008 — 2010
MBA, Finance, Accounting
CFA Institute
CFA
Dalhousie University 1998 — 2002
BComm, Commerce
Joseph Kurkcu Joseph Kurkcu's Invesco Ltd. Experience 2003 - 2005
Job Senior Compliance Professional
Industry Investment Management
Experience
Joseph A. Kurkcu February 2015 - Present
Lazard Asset Management September 2006 - February 2015
Bear Stearns Asset Management 2005 - 2006
Invesco Ltd. 2003 - 2005
UBS 2002 - 2003
Citi 1992 - 2002
Citi 1988 - 1992
Prudential Bache Securities 1982 - 1984
Skills
AML, Securities, Asset Management, Portfolio Management, Investments, Risk Management, Business Process, Auditing, Fixed Income, Investment Advisory, Finance, Banking, Alternative Investments, Hedge Funds, Equities, Anti Money Laundering, Mutual Funds
Education
Hunter College
BS, Accounting
Joseph A. Kurkcu February 2015 - Present
Lazard Asset Management September 2006 - February 2015
Bear Stearns Asset Management 2005 - 2006
Invesco Ltd. 2003 - 2005
UBS 2002 - 2003
Citi 1992 - 2002
Citi 1988 - 1992
Prudential Bache Securities 1982 - 1984
Skills
AML, Securities, Asset Management, Portfolio Management, Investments, Risk Management, Business Process, Auditing, Fixed Income, Investment Advisory, Finance, Banking, Alternative Investments, Hedge Funds, Equities, Anti Money Laundering, Mutual Funds
Education
Hunter College
BS, Accounting
Phil Crosley Phil Crosley's Invesco Ltd. 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
Mark Polhemus, MBA's Invesco Ltd. Experience May 2005 - August 2005
Job Sr. Analyst Americas Finance at Tiffany & Company
Industry Retail
Experience
Tiffany & Company May 2015 - Present
Tiffany & Co. March 2013 - April 2015
Tiffany & Co. April 2011 - February 2013
Tiffany & Co. March 2009 - March 2011
Tiffany & Co September 2008 - February 2009
Invesco Ltd May 2005 - August 2005
Skills
Financial Analysis, Accounting, Financial Accounting, General Ledger, Microsoft Excel, Financial Statements, Hyperion Enterprise, Account Reconciliation, Forecasting, Finance
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2013
MBA, Finance
Bentley University 2004 — 2008
BS, Economics-Finance
Royal Holloway University of London
Economics
Tiffany & Company May 2015 - Present
Tiffany & Co. March 2013 - April 2015
Tiffany & Co. April 2011 - February 2013
Tiffany & Co. March 2009 - March 2011
Tiffany & Co September 2008 - February 2009
Invesco Ltd May 2005 - August 2005
Skills
Financial Analysis, Accounting, Financial Accounting, General Ledger, Microsoft Excel, Financial Statements, Hyperion Enterprise, Account Reconciliation, Forecasting, Finance
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2013
MBA, Finance
Bentley University 2004 — 2008
BS, Economics-Finance
Royal Holloway University of London
Economics
Jonathan J. Doyle Jonathan J. Doyle's Invesco Ltd. Experience 2004 - 2013
Job Assistant General Counsel at Raymond James Financial Inc.
Industry Legal Services
Experience
Raymond James Financial Inc. 2013 - Present
Invesco Ltd. 2004 - 2013
Alston & Bird LLP 2000 - 2003
Smith, Gambrell & Russell, LLP 1998 - 2000
Skadden, Arps, Slate, Meagher & Flom LLP 1994 - 1998
Skills
Corporate Law, Corporate Governance, Mergers & Acquisitions, Mergers, Securities, Equities, Securities Regulation, Due Diligence, Licensing, Acquisitions, SEC filings, Securities Offerings, Cross-border..., Legal Writing, Legal Advice, IPO, SEC Filings
Education
Vanderbilt University Law School 1984 — 1987
JD, Law
Auburn University 1979 — 1983
BA - History - With Honors, History
Raymond James Financial Inc. 2013 - Present
Invesco Ltd. 2004 - 2013
Alston & Bird LLP 2000 - 2003
Smith, Gambrell & Russell, LLP 1998 - 2000
Skadden, Arps, Slate, Meagher & Flom LLP 1994 - 1998
Skills
Corporate Law, Corporate Governance, Mergers & Acquisitions, Mergers, Securities, Equities, Securities Regulation, Due Diligence, Licensing, Acquisitions, SEC filings, Securities Offerings, Cross-border..., Legal Writing, Legal Advice, IPO, SEC Filings
Education
Vanderbilt University Law School 1984 — 1987
JD, Law
Auburn University 1979 — 1983
BA - History - With Honors, History
Callie Baumann Callie Baumann's Invesco Ltd. Experience June 2006 - August 2006
Job Innovation & Design Leader
Industry Health, Wellness and Fitness
Experience
Humana April 2014 - Present
Humana January 2012 - April 2014
Humana January 2011 - February 2012
Ameriprise Financial January 2008 - April 2011
Invesco Ltd. June 2006 - August 2006
Kentucky State Fair June 2005 - August 2005
Skills
Healthcare, Product Innovation, Design Thinking, User-centered Design, Innovation, Strategy, Management, Leadership, Time Management, Finance, Insurance, Health Insurance, Strategic Planning, Retirement Planning
Education
Washington University in St. Louis - Olin Business School 2009 — 2010
Master of Business Administration (MBA)
Centre College
Bachelor of Science (B.S.)
Humana April 2014 - Present
Humana January 2012 - April 2014
Humana January 2011 - February 2012
Ameriprise Financial January 2008 - April 2011
Invesco Ltd. June 2006 - August 2006
Kentucky State Fair June 2005 - August 2005
Skills
Healthcare, Product Innovation, Design Thinking, User-centered Design, Innovation, Strategy, Management, Leadership, Time Management, Finance, Insurance, Health Insurance, Strategic Planning, Retirement Planning
Education
Washington University in St. Louis - Olin Business School 2009 — 2010
Master of Business Administration (MBA)
Centre College
Bachelor of Science (B.S.)
Shweta Gursahani Shweta Gursahani's Invesco Ltd. Experience March 2011 - October 2012
Job Product Strategy Manager at Invesco
Industry Investment Management
Experience
Invesco November 2012 - Present
Invesco Ltd. March 2011 - October 2012
Bloomberg August 2009 - August 2010
Lighthouse Advisory Services May 2009 - August 2009
Deutsche Bank August 2006 - April 2009
Bear Stearns August 2005 - August 2006
Reis February 2004 - August 2005
Skills
Series 7, Fixed Income, Analytical Skills, Valuation, Structured Finance, Trading, Bonds, Emerging Markets, Credit, CMBS, CDS, Analysis, ABS, Bloomberg, Equities, Financial Modeling, Capital Markets, Economics
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2004
M.S., Financial Engineering
University of Mumbai 2000 — 2002
Master of Management Studies, Finance
New York University
Invesco November 2012 - Present
Invesco Ltd. March 2011 - October 2012
Bloomberg August 2009 - August 2010
Lighthouse Advisory Services May 2009 - August 2009
Deutsche Bank August 2006 - April 2009
Bear Stearns August 2005 - August 2006
Reis February 2004 - August 2005
Skills
Series 7, Fixed Income, Analytical Skills, Valuation, Structured Finance, Trading, Bonds, Emerging Markets, Credit, CMBS, CDS, Analysis, ABS, Bloomberg, Equities, Financial Modeling, Capital Markets, Economics
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2004
M.S., Financial Engineering
University of Mumbai 2000 — 2002
Master of Management Studies, Finance
New York University
Michael Ritz Michael Ritz's Invesco Ltd. Experience 2011 - 2014
Job Vice President at Albanese Organization, Inc.
Industry Real Estate
Experience
Albanese Organization, Inc. 2014 - Present
Invesco Ltd. 2011 - 2014
Benchmark Real Estate Partners 2009 - 2011
Tarragon Development Corp 2008 - 2009
Bear, Stearns & Co. Inc. 2001 - 2006
Skills
Asset Managment, Valuation, Real Estate Economics, Financial Modeling, CMBS, Due Diligence, Investments, Capital Markets, Private Equity, Real Estate Development, Portfolio Management, Financial Analysis
Education
Columbia University in the City of New York 2006 — 2008
Masters, Real Estate
Bucknell University 1997 — 2001
BA, Finance
Albanese Organization, Inc. 2014 - Present
Invesco Ltd. 2011 - 2014
Benchmark Real Estate Partners 2009 - 2011
Tarragon Development Corp 2008 - 2009
Bear, Stearns & Co. Inc. 2001 - 2006
Skills
Asset Managment, Valuation, Real Estate Economics, Financial Modeling, CMBS, Due Diligence, Investments, Capital Markets, Private Equity, Real Estate Development, Portfolio Management, Financial Analysis
Education
Columbia University in the City of New York 2006 — 2008
Masters, Real Estate
Bucknell University 1997 — 2001
BA, Finance
Chris Rafferty Chris Rafferty's Invesco Ltd. Experience May 2010 - November 2011
Job Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2014 - Present
Prudential Investments December 2011 - February 2014
Invesco Ltd. May 2010 - November 2011
Van Kampen Funds October 2007 - June 2010
Education
American University 2002 — 2005
MFS Investment Management February 2014 - Present
Prudential Investments December 2011 - February 2014
Invesco Ltd. May 2010 - November 2011
Van Kampen Funds October 2007 - June 2010
Education
American University 2002 — 2005
Chris Filley's Invesco Ltd. Experience September 2014 - Present
Job Account Executive, Institutional Business Development at Invesco
Industry Investment Management
Experience
Invesco Ltd. September 2014 - Present
AllianceBernstein February 2014 - August 2014
AllianceBernstein June 2011 - January 2014
AllianceBernstein December 2010 - June 2011
Bernstein Global Wealth Management June 2009 - November 2010
Goldman Sachs June 2007 - May 2009
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Finance
Chapman University 2004 — 2008
Bachelor of Science (B.S.), Finance & Management
Invesco Ltd. September 2014 - Present
AllianceBernstein February 2014 - August 2014
AllianceBernstein June 2011 - January 2014
AllianceBernstein December 2010 - June 2011
Bernstein Global Wealth Management June 2009 - November 2010
Goldman Sachs June 2007 - May 2009
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Finance
Chapman University 2004 — 2008
Bachelor of Science (B.S.), Finance & Management
Victoria Yen's Invesco Ltd. Experience April 2014 - February 2015
Job
Industry Financial Services
Experience
Mercer August 2015 - Present
Pcc Wireless Inc February 2015 - June 2015
Invesco Ltd. April 2014 - February 2015
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SPSS, Data Analysis, Data Entry, Editing, Series 7, Series 63
Education
Boston University 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Mercer August 2015 - Present
Pcc Wireless Inc February 2015 - June 2015
Invesco Ltd. April 2014 - February 2015
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SPSS, Data Analysis, Data Entry, Editing, Series 7, Series 63
Education
Boston University 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Lance DiLorio Lance DiLorio's Invesco Ltd. Experience July 2004 - Present
Job Global Head of Investment Platform at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. July 2004 - Present
Invesco Ltd. July 2011 - July 2014
Invesco Ltd. November 2007 - July 2011
Invesco Ltd. July 2004 - November 2007
Clariant July 2002 - July 2004
Stockamp & Associates June 1999 - April 2001
The Advisory Board Company July 1998 - April 1999
Skills
German, Management Consulting, Program Management, Business Strategy
Education
WHU – Otto Beisheim School of Management 2004 — 2004
International MBA
University of South Carolina - Darla Moore School of Business 2001 — 2004
International MBA
Furman University 1995 — 1998
BA, Political Science, Summa Cum Laude
Baylor University
Invesco Ltd. July 2004 - Present
Invesco Ltd. July 2011 - July 2014
Invesco Ltd. November 2007 - July 2011
Invesco Ltd. July 2004 - November 2007
Clariant July 2002 - July 2004
Stockamp & Associates June 1999 - April 2001
The Advisory Board Company July 1998 - April 1999
Skills
German, Management Consulting, Program Management, Business Strategy
Education
WHU – Otto Beisheim School of Management 2004 — 2004
International MBA
University of South Carolina - Darla Moore School of Business 2001 — 2004
International MBA
Furman University 1995 — 1998
BA, Political Science, Summa Cum Laude
Baylor University
Newman Rossie Newman Rossie's Invesco Ltd. Experience May 2011 - April 2014
Job Financial Advisor
Industry Financial Services
Experience
Raymond James & Associates April 2015 - Present
Invesco Ltd. May 2011 - April 2014
Atwell, LLC May 2010 - April 2011
Wells Fargo May 2009 - May 2010
Campaign for the 9th Congressional District of Tennessee January 2006 - November 2006
Education
Northern Arizona University, College of Business Administration 2007 — 2009
BSBA, Cum Laude, Finance and Marketing
Auburn University 2000 — 2004
Finance and Financial Management Services
Raymond James & Associates April 2015 - Present
Invesco Ltd. May 2011 - April 2014
Atwell, LLC May 2010 - April 2011
Wells Fargo May 2009 - May 2010
Campaign for the 9th Congressional District of Tennessee January 2006 - November 2006
Education
Northern Arizona University, College of Business Administration 2007 — 2009
BSBA, Cum Laude, Finance and Marketing
Auburn University 2000 — 2004
Finance and Financial Management Services
Christina Brichetto's Invesco Ltd. Experience January 2015 - Present
Job Financial Reporting at Invesco
Industry Accounting
Experience
Invesco Ltd. January 2015 - Present
PwC September 2014 - January 2015
Kemper CPA Group LLP January 2014 - April 2014
Calpine June 2013 - August 2013
L.F. Brichetto Farming LLC February 2013 - May 2013
California State University, Stanislaus February 2013 - May 2013
Grower Direct Nut Company, Inc. July 2011 - February 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Customer Service, Economics, Public Speaking, English, Teamwork, Social Media, SPSS, Analysis, Accounting, Microsoft Technologies, Internal Audit, Auditing, Financial Reporting, Internal Controls, GAAP, Financial Statements
Education
California State University-Stanislaus
Bachelor of Science, Business Administration with a concentration in Accounting, Summa Cum Laude
California State University-Stanislaus
Bachelor of Arts, Economics, Summa Cum Laude
Invesco Ltd. January 2015 - Present
PwC September 2014 - January 2015
Kemper CPA Group LLP January 2014 - April 2014
Calpine June 2013 - August 2013
L.F. Brichetto Farming LLC February 2013 - May 2013
California State University, Stanislaus February 2013 - May 2013
Grower Direct Nut Company, Inc. July 2011 - February 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Customer Service, Economics, Public Speaking, English, Teamwork, Social Media, SPSS, Analysis, Accounting, Microsoft Technologies, Internal Audit, Auditing, Financial Reporting, Internal Controls, GAAP, Financial Statements
Education
California State University-Stanislaus
Bachelor of Science, Business Administration with a concentration in Accounting, Summa Cum Laude
California State University-Stanislaus
Bachelor of Arts, Economics, Summa Cum Laude
Joe Hartford's Invesco Ltd. Experience February 2014 - Present
Job Internal Audit Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. February 2014 - Present
Invesco Ltd. January 2010 - February 2014
Crowe Horwath LLP September 2003 - September 2009
Century Bank July 2002 - August 2003
Citizens Bank September 1999 - May 2002
Skills
Auditing, Internal Audit, Finance, Financial Analysis, Internal Controls, Risk Management, Financial Risk, Banking, Financial Services, Enterprise Risk..., Sarbanes-Oxley Act, Sarbanes-Oxley, Project Management, Accounting, SAS70, Risk Assessment, Governance, Financial Reporting, SEC filings, Business Process...
Education
Bentley University 1999 — 2002
Bachelor of Science, Finance
Hawaii Pacific University 1997 — 1999
Marine Biology and Biological Oceanography
Invesco Ltd. February 2014 - Present
Invesco Ltd. January 2010 - February 2014
Crowe Horwath LLP September 2003 - September 2009
Century Bank July 2002 - August 2003
Citizens Bank September 1999 - May 2002
Skills
Auditing, Internal Audit, Finance, Financial Analysis, Internal Controls, Risk Management, Financial Risk, Banking, Financial Services, Enterprise Risk..., Sarbanes-Oxley Act, Sarbanes-Oxley, Project Management, Accounting, SAS70, Risk Assessment, Governance, Financial Reporting, SEC filings, Business Process...
Education
Bentley University 1999 — 2002
Bachelor of Science, Finance
Hawaii Pacific University 1997 — 1999
Marine Biology and Biological Oceanography
Jan-Michael Young Jan-Michael Young's Invesco Ltd. Experience September 2006 - December 2010
Job Manager of Analytics
Industry Information Technology and Services
Experience
Verisk Analytics February 2015 - Present
Verisk Analytics January 2014 - February 2015
Quality Planning Corporation April 2012 - January 2014
Invesco Ltd. September 2006 - December 2010
Merrill Lynch September 2005 - April 2006
Peoria Park District January 2005 - April 2006
Skills
Microsoft Excel, Equities, Trading, Risk Management, Banking, Bonds, Loans, Fixed Income, Funding, Capital Markets
Education
Bradley University 2002 — 2006
Bachelor of Science, Actuarial Science - Business
Santa Barbara
Santa Barbara
Verisk Analytics February 2015 - Present
Verisk Analytics January 2014 - February 2015
Quality Planning Corporation April 2012 - January 2014
Invesco Ltd. September 2006 - December 2010
Merrill Lynch September 2005 - April 2006
Peoria Park District January 2005 - April 2006
Skills
Microsoft Excel, Equities, Trading, Risk Management, Banking, Bonds, Loans, Fixed Income, Funding, Capital Markets
Education
Bradley University 2002 — 2006
Bachelor of Science, Actuarial Science - Business
Santa Barbara
Santa Barbara
Eric Lokker's Invesco Ltd. Experience February 2010 - September 2010
Job FP&A Manager at Direct Energy
Industry Oil & Energy
Experience
Direct Energy January 2015 - Present
Direct Energy October 2012 - January 2015
Vinson and Elkins August 2011 - April 2012
Sterling Bank September 2010 - August 2011
Invesco Ltd. February 2010 - September 2010
Bank of New York Mellon July 2005 - August 2008
JPMorgan Chase November 2002 - July 2005
United States Naval Reserve 1983 - 2003
JPMorgan Chase July 2000 - November 2002
Chase Manhattan Bank 1997 - 2000
Skills
Cash Management, Treasury, Process Improvement, Financial Analysis, Financial Modeling, Strategy, Forecasting, Capital Markets, Essbase, Management, Budgets, Structured Finance, Program Management, Treasury Management, Due Diligence, Investments, Change Management, Portfolio Management, Mergers, Analysis, Product Management, Business Development, Strategic Planning, Mergers & Acquisitions, Executive Management, Cash Flow, Financial Reporting, Strategic Financial..., Leadership, Banking, Finance, Financial Services, Project Management, Risk Management, Business Process, Internal Audit, CRM, Analytics, Credit, SAP, Corporate Finance, Managerial Finance, Variance Analysis, Sarbanes-Oxley Act
Education
Tulane University - A.B. Freeman School of Business 1991 — 1993
MBA, Electives in Strategy and Finance
California State Polytechnic University-Pomona 1987 — 1991
BS, Finance, Real Estate and Law
University of Houston, C.T. Bauer College of Business
Accounting
Direct Energy January 2015 - Present
Direct Energy October 2012 - January 2015
Vinson and Elkins August 2011 - April 2012
Sterling Bank September 2010 - August 2011
Invesco Ltd. February 2010 - September 2010
Bank of New York Mellon July 2005 - August 2008
JPMorgan Chase November 2002 - July 2005
United States Naval Reserve 1983 - 2003
JPMorgan Chase July 2000 - November 2002
Chase Manhattan Bank 1997 - 2000
Skills
Cash Management, Treasury, Process Improvement, Financial Analysis, Financial Modeling, Strategy, Forecasting, Capital Markets, Essbase, Management, Budgets, Structured Finance, Program Management, Treasury Management, Due Diligence, Investments, Change Management, Portfolio Management, Mergers, Analysis, Product Management, Business Development, Strategic Planning, Mergers & Acquisitions, Executive Management, Cash Flow, Financial Reporting, Strategic Financial..., Leadership, Banking, Finance, Financial Services, Project Management, Risk Management, Business Process, Internal Audit, CRM, Analytics, Credit, SAP, Corporate Finance, Managerial Finance, Variance Analysis, Sarbanes-Oxley Act
Education
Tulane University - A.B. Freeman School of Business 1991 — 1993
MBA, Electives in Strategy and Finance
California State Polytechnic University-Pomona 1987 — 1991
BS, Finance, Real Estate and Law
University of Houston, C.T. Bauer College of Business
Accounting
J. Richard Robben CFA's Invesco Ltd. Experience September 2002 - March 2007
Job Deputy CIO Kentucky Retirement Systems
Industry Investment Management
Experience
Kentucky Retirement Systems January 2015 - Present
Looking for new challenges July 2012 - Present
Stock Yards Bank & Trust November 2013 - December 2014
Deutsche Bank 2007 - June 2012
Fidelity Pawn and Jewelry 2012 - 2012
Invesco Ltd. September 2002 - March 2007
Invesco Ltd. January 1996 - September 2002
Skills
Financial Analysis, Investments, Information Technology, Management, Client Relations Skills, Sales Presentations, Microsoft Excel, Stable Value, Fixed Income, Asset Management, Alternative Investments, Bloomberg, Bonds, Capital Markets, Credit Derivatives, Currency, Derivatives, Electronic Trading, Emerging Markets, Equity Research, Financial Risk, Hedge Funds, Investment Management, Macroeconomics, Mutual Funds, Options, Portfolio Management, Quantitative Analytics, Risk Management, Securities, Trading, Valuation
Education
Bellarmine University 1983 — 1987
BA, Business Administration and Management, General
Kentucky Retirement Systems January 2015 - Present
Looking for new challenges July 2012 - Present
Stock Yards Bank & Trust November 2013 - December 2014
Deutsche Bank 2007 - June 2012
Fidelity Pawn and Jewelry 2012 - 2012
Invesco Ltd. September 2002 - March 2007
Invesco Ltd. January 1996 - September 2002
Skills
Financial Analysis, Investments, Information Technology, Management, Client Relations Skills, Sales Presentations, Microsoft Excel, Stable Value, Fixed Income, Asset Management, Alternative Investments, Bloomberg, Bonds, Capital Markets, Credit Derivatives, Currency, Derivatives, Electronic Trading, Emerging Markets, Equity Research, Financial Risk, Hedge Funds, Investment Management, Macroeconomics, Mutual Funds, Options, Portfolio Management, Quantitative Analytics, Risk Management, Securities, Trading, Valuation
Education
Bellarmine University 1983 — 1987
BA, Business Administration and Management, General
Andrew Woerner's Invesco Ltd. Experience November 2009 - November 2012
Job Credit Analyst at First State Investments
Industry Investment Management
Experience
First State Investments July 2014 - Present
Invesco December 2013 - July 2014
Dychron December 2011 - November 2013
Invesco Ltd. November 2009 - November 2012
Skills
Asset Managment, Investments, Bloomberg, Financial Modeling, Investment Management, Fixed Income, Portfolio Management, Financial Analysis, Investment Strategies, Corporate Finance, Trading, Microsoft Excel, Bonds, Asset Management, Alternative Investments, Valuation, Equity Research
Education
University of Louisville 2009 — 2012
Bachelor of Science (BS), Finance, General
Audencia Nantes Ecole de Management 2011 — 2011
First State Investments July 2014 - Present
Invesco December 2013 - July 2014
Dychron December 2011 - November 2013
Invesco Ltd. November 2009 - November 2012
Skills
Asset Managment, Investments, Bloomberg, Financial Modeling, Investment Management, Fixed Income, Portfolio Management, Financial Analysis, Investment Strategies, Corporate Finance, Trading, Microsoft Excel, Bonds, Asset Management, Alternative Investments, Valuation, Equity Research
Education
University of Louisville 2009 — 2012
Bachelor of Science (BS), Finance, General
Audencia Nantes Ecole de Management 2011 — 2011
Cissy (Xixi) ZHAO Cissy (Xixi) ZHAO's Invesco Ltd. Experience June 2014 - Present
Job Quantitative Research, Performance&Risk Analyst
Industry Financial Services
Experience
Invesco Ltd. June 2014 - Present
Citigroup July 2013 - August 2013
Haitong Securities June 2013 - July 2013
Center for Asian Studies June 2012 - August 2012
Fong's National Engineering Co., Ltd. July 2011 - August 2011
Skills
Valuation, Bloomberg, Mandarin, Financial Modeling, Finance, Investment Banking, Economics, Cantonese, Stata, Corporate Finance, Equity Research, Quantitative Finance, Quantitative Analytics, Analysis, Data Analysis, VBA, Microsoft Office
Education
Columbia University in the City of New York 2013 — 2014
M.S. in Operations Research, Financial and Consulting Applications
The University of Hong Kong 2010 — 2013
Bachelor of Economics and Finance
Georgetown University 2012 — 2012
Summer School, Global Economy and International Affairs
University of California - Los Angeles 2012 — 2012
Exchange studies, Math and Economics
Asia Institute of Political Economy 2011 — 2011
Summer Program, Political Economics and Global Developments with APAC Focus
Tsinghua University 2009 — 2010
Non degree program for foundation year of studies, Math and Economics
Invesco Ltd. June 2014 - Present
Citigroup July 2013 - August 2013
Haitong Securities June 2013 - July 2013
Center for Asian Studies June 2012 - August 2012
Fong's National Engineering Co., Ltd. July 2011 - August 2011
Skills
Valuation, Bloomberg, Mandarin, Financial Modeling, Finance, Investment Banking, Economics, Cantonese, Stata, Corporate Finance, Equity Research, Quantitative Finance, Quantitative Analytics, Analysis, Data Analysis, VBA, Microsoft Office
Education
Columbia University in the City of New York 2013 — 2014
M.S. in Operations Research, Financial and Consulting Applications
The University of Hong Kong 2010 — 2013
Bachelor of Economics and Finance
Georgetown University 2012 — 2012
Summer School, Global Economy and International Affairs
University of California - Los Angeles 2012 — 2012
Exchange studies, Math and Economics
Asia Institute of Political Economy 2011 — 2011
Summer Program, Political Economics and Global Developments with APAC Focus
Tsinghua University 2009 — 2010
Non degree program for foundation year of studies, Math and Economics
Harvey Avidon Harvey Avidon's Invesco Ltd. Experience September 2008 - December 2013
Job Director Internal Audit at Canadian Imperial Bank of Commerce (CIBC)
Industry Banking
Experience
Canadian Imperial Bank of Commerce (CIBC) January 2014 - Present
Invesco Ltd. September 2008 - December 2013
Invesco National Trust Company 2008 - December 2013
Boston Screen Partners, LLC 2003 - 2009
H. D. Avidon Consulting Group, Ltd. April 2003 - September 2008
Bank of Boston (FleetBank) now Bank of America 1989 - 2002
Bank of Boston 1967 - 2002
BankBoston 1984 - 1991
Skills
Financial Services, Banking, Enterprise Risk..., Risk Management, Financial Risk, Investments, Finance, Equities, Investment Management, Retirement Planning, Private Equity, Wealth Management..., Management, AML
Education
Cannon Financial Institute @ UNCC 1990 — 1992
Certified Trust Auditor, Regulatory Compliance
Bentley University 1977 — 1978
Paralegal
Suffolk University 1966 — 1967
Bachelor's degree, Finance
Boston University 1964 — 1966
Canadian Imperial Bank of Commerce (CIBC) January 2014 - Present
Invesco Ltd. September 2008 - December 2013
Invesco National Trust Company 2008 - December 2013
Boston Screen Partners, LLC 2003 - 2009
H. D. Avidon Consulting Group, Ltd. April 2003 - September 2008
Bank of Boston (FleetBank) now Bank of America 1989 - 2002
Bank of Boston 1967 - 2002
BankBoston 1984 - 1991
Skills
Financial Services, Banking, Enterprise Risk..., Risk Management, Financial Risk, Investments, Finance, Equities, Investment Management, Retirement Planning, Private Equity, Wealth Management..., Management, AML
Education
Cannon Financial Institute @ UNCC 1990 — 1992
Certified Trust Auditor, Regulatory Compliance
Bentley University 1977 — 1978
Paralegal
Suffolk University 1966 — 1967
Bachelor's degree, Finance
Boston University 1964 — 1966
Daniel Walker Daniel Walker's Invesco Ltd. Experience 2000 - 2000
Job SQL Server Database Consultant
Industry Banking
Experience
Insight Global March 2015 - Present
Regions Financial Corporation August 2013 - March 2015
SunTrust Bank October 2008 - August 2013
Scientific Games July 2007 - October 2008
BearingPoint 2005 - 2007
Lucent Technologies June 2000 - June 2005
Invesco Ltd. 2000 - 2000
Skills
Microsoft SQL Server, Leadership, Troubleshooting, Databases, IT Management, Visual Basic, Management, Team Leadership, Technical Support, Microsoft Office, Visio, SharePoint, Customer Service, Project Management, Public Speaking, Program Management, Analysis, Process Improvement, SDLC, Data Analysis, Business Analysis, Strategic Planning, Access, Disaster Recovery, ASP, Training, System Administration, PMP, Performance Tuning, Project Planning, Integration, Software Documentation, Vendor Management, Security, SQL, Requirements Analysis
Education
American InterContinental University 1998 — 1999
MIT, Information Technology
Wake Forest University 1991 — 1995
BA, Speech Communication
Ramsay High School 1987 — 1991
Insight Global March 2015 - Present
Regions Financial Corporation August 2013 - March 2015
SunTrust Bank October 2008 - August 2013
Scientific Games July 2007 - October 2008
BearingPoint 2005 - 2007
Lucent Technologies June 2000 - June 2005
Invesco Ltd. 2000 - 2000
Skills
Microsoft SQL Server, Leadership, Troubleshooting, Databases, IT Management, Visual Basic, Management, Team Leadership, Technical Support, Microsoft Office, Visio, SharePoint, Customer Service, Project Management, Public Speaking, Program Management, Analysis, Process Improvement, SDLC, Data Analysis, Business Analysis, Strategic Planning, Access, Disaster Recovery, ASP, Training, System Administration, PMP, Performance Tuning, Project Planning, Integration, Software Documentation, Vendor Management, Security, SQL, Requirements Analysis
Education
American InterContinental University 1998 — 1999
MIT, Information Technology
Wake Forest University 1991 — 1995
BA, Speech Communication
Ramsay High School 1987 — 1991
Gabe Lepp Gabe Lepp's Invesco Ltd. Experience August 2014 - Present
Job Credit Analyst at Invesco
Industry Capital Markets
Experience
Invesco Ltd. August 2014 - Present
Mariner Investment Group, LLC May 2014 - July 2014
U.S. Treasury May 2013 - August 2013
Mariner Investment Group, LLC July 2008 - August 2012
BlackRock May 2007 - August 2007
Office of the Mayor, City of New Rochelle May 2006 - August 2006
Skills
Hedge Funds, Capital Markets, Fixed Income, Alternative Investments, Asset Management, Due Diligence, Data Analysis, Investor Relations, Analytics, Bloomberg, Writing, Stata, Haver, Economics
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master's, International Economics and Finance
University of Michigan 2004 — 2008
Bachelor of Business Administration, Finance
Invesco Ltd. August 2014 - Present
Mariner Investment Group, LLC May 2014 - July 2014
U.S. Treasury May 2013 - August 2013
Mariner Investment Group, LLC July 2008 - August 2012
BlackRock May 2007 - August 2007
Office of the Mayor, City of New Rochelle May 2006 - August 2006
Skills
Hedge Funds, Capital Markets, Fixed Income, Alternative Investments, Asset Management, Due Diligence, Data Analysis, Investor Relations, Analytics, Bloomberg, Writing, Stata, Haver, Economics
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master's, International Economics and Finance
University of Michigan 2004 — 2008
Bachelor of Business Administration, Finance
Andrew Koch's Invesco Ltd. Experience October 2011 - Present
Job Regional Vice President at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. October 2011 - Present
Legg Mason December 2007 - August 2011
Legg Mason December 2004 - December 2007
Citigroup Asset Management June 2002 - January 2004
NASDAQ October 2001 - June 2002
Skills
Mutual Funds, Alternative Investments, ETFs, Separately Managed..., Portfolio Management, Investment Management, 529 Plans, Closed-end Funds, Commodity, Series 63, Series 7, Asset Allocation, Series 24, Asset Managment, Hedge Funds, Investments, Financial Advisory, Investment Advisory, Wealth Management
Education
Boston College - Carroll School of Management 1997 — 2001
B.S., Marketing
Invesco Ltd. October 2011 - Present
Legg Mason December 2007 - August 2011
Legg Mason December 2004 - December 2007
Citigroup Asset Management June 2002 - January 2004
NASDAQ October 2001 - June 2002
Skills
Mutual Funds, Alternative Investments, ETFs, Separately Managed..., Portfolio Management, Investment Management, 529 Plans, Closed-end Funds, Commodity, Series 63, Series 7, Asset Allocation, Series 24, Asset Managment, Hedge Funds, Investments, Financial Advisory, Investment Advisory, Wealth Management
Education
Boston College - Carroll School of Management 1997 — 2001
B.S., Marketing
Kevin Grether's Invesco Ltd. Experience 2003 - 2005
Job Chief Compliance Officer at Nationwide Asset Management
Industry Investment Management
Experience
Nationwide Asset Management March 2007 - Present
Nationwide Fund Advisers August 2011 - February 2012
Nationwide Financial September 2005 - February 2007
Invesco Ltd. 2003 - 2005
Bank One August 1995 - November 2002
Skills
Asset Management, Fixed Income, Alternative Investments, Insurance, Institutional
Education
Capital University Law School 1994 — 1998
JD, Law
University of Kentucky 1988 — 1992
BA, Political Science
Nationwide Asset Management March 2007 - Present
Nationwide Fund Advisers August 2011 - February 2012
Nationwide Financial September 2005 - February 2007
Invesco Ltd. 2003 - 2005
Bank One August 1995 - November 2002
Skills
Asset Management, Fixed Income, Alternative Investments, Insurance, Institutional
Education
Capital University Law School 1994 — 1998
JD, Law
University of Kentucky 1988 — 1992
BA, Political Science
Michael Mondo Michael Mondo's Invesco Ltd. Experience September 2008 - February 2013
Job Senior Vice President, Institutional Sales at Hartford Investment Management
Industry Investment Management
Experience
Hartford Investment Management March 2013 - Present
Invesco Ltd. September 2008 - February 2013
JP Morgan Asset Management 2006 - 2008
Evergreen Investments 2002 - 2006
State Street 1992 - 2002
Skills
Investment Strategies, Investment Management, 401k, Financial Services, Institutional Sales, Pensions, Alternative Investments, Asset Managment, Mutual Funds, Asset Allocation, Hedge Funds, Fixed Income, Equities, Investments, Institutional..., Series 63, Asset Management, Bonds, Investment Advisory, Bloomberg, Portfolio Management, Capital Markets, Securities, Wealth Management
Education
St. John's University 1984 — 1988
MBA, Finance
Adelphi University 1978 — 1982
BBA, Marketing
Hartford Investment Management March 2013 - Present
Invesco Ltd. September 2008 - February 2013
JP Morgan Asset Management 2006 - 2008
Evergreen Investments 2002 - 2006
State Street 1992 - 2002
Skills
Investment Strategies, Investment Management, 401k, Financial Services, Institutional Sales, Pensions, Alternative Investments, Asset Managment, Mutual Funds, Asset Allocation, Hedge Funds, Fixed Income, Equities, Investments, Institutional..., Series 63, Asset Management, Bonds, Investment Advisory, Bloomberg, Portfolio Management, Capital Markets, Securities, Wealth Management
Education
St. John's University 1984 — 1988
MBA, Finance
Adelphi University 1978 — 1982
BBA, Marketing
Jim Schaper Jim Schaper's Invesco Ltd. Experience March 1992 - Present
Job Operations Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. March 1992 - Present
Skills
Mutual Funds, Series 24, Series 6, Series 7, Risk Management, Series 63, Asset Managment, Process Improvement, FINRA, Investments, Securities, Operations Management, Portfolio Management, Relationship Management, Wealth Management, Asset Management
Education
Angelo State University 1990 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Texas A&M University 1985 — 1990
Undergraduate Studies, Agricultural Economics
Invesco Ltd. March 1992 - Present
Skills
Mutual Funds, Series 24, Series 6, Series 7, Risk Management, Series 63, Asset Managment, Process Improvement, FINRA, Investments, Securities, Operations Management, Portfolio Management, Relationship Management, Wealth Management, Asset Management
Education
Angelo State University 1990 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Texas A&M University 1985 — 1990
Undergraduate Studies, Agricultural Economics
Ken Zinner, CFA Ken Zinner, CFA's Invesco Ltd. Experience January 2003 - November 2011
Job Equity Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance November 2011 - Present
Invesco Ltd. January 2003 - November 2011
Skills
Equity Research, Equities, Investments, Buy-side, Bloomberg, Financial Modeling, Mutual Funds, Portfolio Management, Factset, CFA, MBA, Asset Managment, Consumer Staples, Equity Valuation, Investment Management, Series 7, Asset Allocation, Investment Strategies, Wealth Management, Chartered Financial...
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Business Administration and Management, General
Brandeis University 1994 — 1998
BA, Liberal Arts and Sciences, General Studies and Humanities
Eaton Vance November 2011 - Present
Invesco Ltd. January 2003 - November 2011
Skills
Equity Research, Equities, Investments, Buy-side, Bloomberg, Financial Modeling, Mutual Funds, Portfolio Management, Factset, CFA, MBA, Asset Managment, Consumer Staples, Equity Valuation, Investment Management, Series 7, Asset Allocation, Investment Strategies, Wealth Management, Chartered Financial...
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Business Administration and Management, General
Brandeis University 1994 — 1998
BA, Liberal Arts and Sciences, General Studies and Humanities
Karen Cortez's Invesco Ltd. Experience August 2004 - May 2008
Job Investment Management Consultant Relations
Industry Financial Services
Experience
Invesco Ltd. August 2004 - May 2008
Invesco Trust Company August 2000 - August 2004
Invesco Retirement Plan Services August 1998 - August 2000
National City Bank April 1997 - July 1998
Mellon Bank August 1993 - September 1996
Skills
Marketing, Finance, Asset Allocation, Leadership, Asset Management, Portfolio Management, Account Management, Mutual Funds, Banking, Series 7, Financial Analysis, Fixed Income, Investments, Alternative Investments, Relationship Management, Strategic Planning
Education
Bellarmine University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
The College of Wooster 1988 — 1992
Bachelor of Arts (BA), History
Invesco Ltd. August 2004 - May 2008
Invesco Trust Company August 2000 - August 2004
Invesco Retirement Plan Services August 1998 - August 2000
National City Bank April 1997 - July 1998
Mellon Bank August 1993 - September 1996
Skills
Marketing, Finance, Asset Allocation, Leadership, Asset Management, Portfolio Management, Account Management, Mutual Funds, Banking, Series 7, Financial Analysis, Fixed Income, Investments, Alternative Investments, Relationship Management, Strategic Planning
Education
Bellarmine University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
The College of Wooster 1988 — 1992
Bachelor of Arts (BA), History
R. Matthew Robison's Invesco Ltd. Experience 2001 - 2003
Job CCO at Embr Mobile Apps
Industry Information Technology and Services
Experience
MAD-learn May 2015 - Present
EMBR- Mobile Apps May 2015 - Present
eVestment January 2011 - March 2015
eVestment 2005 - 2010
eVestment 2003 - 2005
Invesco Ltd. 2001 - 2003
Paine Webber September 2000 - December 2000
Skills
Strategic Planning, Leadership, Investments, Analytics, Portfolio Management, Process Improvement, CRM, Project Management, Salesforce.com, Operations Management, Financial Analysis, Change Management, Contract Negotiation, Personal Development, Strategy, Client Services, Personnel development, SaaS, Asset Management, Finance, Equities, Management
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2008
MBA, Business Administration
Rhodes College 1998 — 2001
BA, Business Administration
American University 2000 — 2000
International Business and Trade
MAD-learn May 2015 - Present
EMBR- Mobile Apps May 2015 - Present
eVestment January 2011 - March 2015
eVestment 2005 - 2010
eVestment 2003 - 2005
Invesco Ltd. 2001 - 2003
Paine Webber September 2000 - December 2000
Skills
Strategic Planning, Leadership, Investments, Analytics, Portfolio Management, Process Improvement, CRM, Project Management, Salesforce.com, Operations Management, Financial Analysis, Change Management, Contract Negotiation, Personal Development, Strategy, Client Services, Personnel development, SaaS, Asset Management, Finance, Equities, Management
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2008
MBA, Business Administration
Rhodes College 1998 — 2001
BA, Business Administration
American University 2000 — 2000
International Business and Trade
Hooman Yaghoobi's Invesco Ltd. Experience June 2010 - June 2010
Job Portfolio Manager Quantitative Equity strategies
Industry Investment Management
Experience
Jefferies & Company January 2012 - Present
Luxembourg UCITS Fund Startup July 2010 - December 2011
Invesco Ltd. June 2010 - June 2010
Morgan Stanley Investment Management June 2008 - May 2010
Morgan Stanley Investment Management April 2002 - May 2008
Morgan Stanley Investment Management July 1998 - March 2002
Morgan Stanley Investment Management July 1995 - June 1998
Skills
Quantitative Modeling, Quantitative Finance, Portfolio Management, Asset Management, Equities, International Equities, Team Leadership, Investment Management, Financial Markets, Risk Management, Asset Allocation, Investment Banking, Financial Modeling, Investments, Capital Markets, Asset Managment, Mutual Funds
Education
Carnegie Mellon University 1994 — 1998
PhD - ABD, Electrical and Computer Engineering
Carnegie Mellon University 1993 — 1994
MS, Electrical and Computer Engineering
Carnegie Mellon University 1989 — 1993
BS, Electrical Engineering and Computer Engineering
Jefferies & Company January 2012 - Present
Luxembourg UCITS Fund Startup July 2010 - December 2011
Invesco Ltd. June 2010 - June 2010
Morgan Stanley Investment Management June 2008 - May 2010
Morgan Stanley Investment Management April 2002 - May 2008
Morgan Stanley Investment Management July 1998 - March 2002
Morgan Stanley Investment Management July 1995 - June 1998
Skills
Quantitative Modeling, Quantitative Finance, Portfolio Management, Asset Management, Equities, International Equities, Team Leadership, Investment Management, Financial Markets, Risk Management, Asset Allocation, Investment Banking, Financial Modeling, Investments, Capital Markets, Asset Managment, Mutual Funds
Education
Carnegie Mellon University 1994 — 1998
PhD - ABD, Electrical and Computer Engineering
Carnegie Mellon University 1993 — 1994
MS, Electrical and Computer Engineering
Carnegie Mellon University 1989 — 1993
BS, Electrical Engineering and Computer Engineering
Tracy Zink's Invesco Ltd. Experience March 2014 - Present
Job Investment Operations IT
Industry Investment Management
Experience
Invesco Ltd. March 2014 - Present
Barclaycard US March 2011 - March 2014
Barclaycard US July 2012 - January 2013
Barclaycard US September 2006 - January 2012
RBC Centura February 2006 - August 2006
MBNA 2003 - 2005
MBNA 2001 - 2003
MBNA 2000 - 2001
Skills
Risk, Compliance, Process Development, Process Improvement, Process Mapping, Process Control, Change Control, Internal Controls, Financial Control, Quality Auditing, Compliance Audits, Deposits, Credit Cards, Governance, Six Sigma, Project Planning, Project Implementation, Regulatory Requirements, Requirements Gathering, Requirements Management, Business Analysis, Financial Risk, Project Delivery, Resource Management, Financial Audits, Banking, Call Centers, Risk Management, Business Process Mapping, Project Portfolio..., Strategy, Program Management, Business Process, Project Management, Change Management, Leadership, Business Requirements, Business Process..., User Acceptance Testing, Portfolio Management, Financial Services, Stakeholder Management, Disaster Recovery, PMO
Education
Cecil College 2011 — 2013
University of Delaware 1998 — 2000
Harford Community College 1996 — 1998
Invesco Ltd. March 2014 - Present
Barclaycard US March 2011 - March 2014
Barclaycard US July 2012 - January 2013
Barclaycard US September 2006 - January 2012
RBC Centura February 2006 - August 2006
MBNA 2003 - 2005
MBNA 2001 - 2003
MBNA 2000 - 2001
Skills
Risk, Compliance, Process Development, Process Improvement, Process Mapping, Process Control, Change Control, Internal Controls, Financial Control, Quality Auditing, Compliance Audits, Deposits, Credit Cards, Governance, Six Sigma, Project Planning, Project Implementation, Regulatory Requirements, Requirements Gathering, Requirements Management, Business Analysis, Financial Risk, Project Delivery, Resource Management, Financial Audits, Banking, Call Centers, Risk Management, Business Process Mapping, Project Portfolio..., Strategy, Program Management, Business Process, Project Management, Change Management, Leadership, Business Requirements, Business Process..., User Acceptance Testing, Portfolio Management, Financial Services, Stakeholder Management, Disaster Recovery, PMO
Education
Cecil College 2011 — 2013
University of Delaware 1998 — 2000
Harford Community College 1996 — 1998
Marina Kanashevich's Invesco Ltd. Experience June 2004 - May 2005
Job QA Lead at RBC
Industry Information Technology and Services
Experience
RBC September 2012 - Present
International Financial Data Services (IFDS) March 2008 - September 2012
Accruent Inc May 2005 - March 2008
Invesco Ltd. June 2004 - May 2005
Education
Belarusian State University 1978 — 1983
Bc. of CS, Computer science
RBC September 2012 - Present
International Financial Data Services (IFDS) March 2008 - September 2012
Accruent Inc May 2005 - March 2008
Invesco Ltd. June 2004 - May 2005
Education
Belarusian State University 1978 — 1983
Bc. of CS, Computer science
Eric Kranowitz's Invesco Ltd. Experience 1996 - 2005
Job Director / Relationship Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 1996 - Present
The Hartford September 1996 - December 2012
Invesco Ltd. 1996 - 2005
Skills
401k, Series 6, Series 63, Defined Contribution, Qualified Retirement..., Mutual Funds, Defined Benefit, Series 7, Retirement Plan..., ERISA, Retirement, Asset Allocation, Profit Sharing, Series 24, FINRA, Pensions, Wealth Management, Strategic Financial..., Alternative Investments, Investment Advisory, Securities, Relationship Management, Retirement Planning
Education
City University of New York-Brooklyn College 1979 — 1983
Bachelor of Arts (B.A.), Economics
MassMutual Financial Group September 1996 - Present
The Hartford September 1996 - December 2012
Invesco Ltd. 1996 - 2005
Skills
401k, Series 6, Series 63, Defined Contribution, Qualified Retirement..., Mutual Funds, Defined Benefit, Series 7, Retirement Plan..., ERISA, Retirement, Asset Allocation, Profit Sharing, Series 24, FINRA, Pensions, Wealth Management, Strategic Financial..., Alternative Investments, Investment Advisory, Securities, Relationship Management, Retirement Planning
Education
City University of New York-Brooklyn College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Ed Ingalls's Invesco Ltd. Experience 1985 - December 2000
Job PM at Income Research
Industry Investment Management
Experience
Income Research & Management February 2000 - Present
Income Research & Management 2000 - Present
Invesco Ltd. 1985 - December 2000
INVESCO 1985 - 2000
Skills
Fixed Income, Bloomberg, Asset Allocation, Asset Managment, Equities, Investments, Fixed Income Analysis, Financial Modeling, Financial Analysis, Securities
Education
Boston University - School of Management 1978 — 1981
Master of Business Administration (MBA), Finance, General
Tufts University 1974 — 1981
Bachelor of Arts (B.A.), Economics
Income Research & Management February 2000 - Present
Income Research & Management 2000 - Present
Invesco Ltd. 1985 - December 2000
INVESCO 1985 - 2000
Skills
Fixed Income, Bloomberg, Asset Allocation, Asset Managment, Equities, Investments, Fixed Income Analysis, Financial Modeling, Financial Analysis, Securities
Education
Boston University - School of Management 1978 — 1981
Master of Business Administration (MBA), Finance, General
Tufts University 1974 — 1981
Bachelor of Arts (B.A.), Economics
JC Ho's Invesco Ltd. Experience April 2001 - January 2006
Job Project Accountant US Land
Industry Oil & Energy
Experience
Global Geophysical Services August 2010 - January 2015
Global Geophysical Services August 2008 - August 2010
Invesco Ltd. April 2001 - January 2006
Invesco Ltd. April 1998 - April 2001
Skills
Asset Management, Forecasting, Risk Management, Microsoft Office, Investments, Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Mutual Funds, PowerPoint
Education
Baylor University - Hankamer School of Business 1991 — 1996
Bachelor of Business Administration (B.B.A.), Marketing
Global Geophysical Services August 2010 - January 2015
Global Geophysical Services August 2008 - August 2010
Invesco Ltd. April 2001 - January 2006
Invesco Ltd. April 1998 - April 2001
Skills
Asset Management, Forecasting, Risk Management, Microsoft Office, Investments, Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Mutual Funds, PowerPoint
Education
Baylor University - Hankamer School of Business 1991 — 1996
Bachelor of Business Administration (B.B.A.), Marketing
Vivek Chakravarti's Invesco Ltd. Experience 2005 - 2005
Job Sr. Business Intelligence and Data Warehousing Consultant specializing in OBIEE and Informatica
Industry Information Technology and Services
Experience
RCSD August 2010 - Present
eVerge Group 2005 - March 2012
Pacific West Corporation June 2003 - March 2012
Deloitte Consulting 2010 - 2010
Los Angeles Unified School District July 2008 - September 2009
Los Angeles Unified School District July 2008 - August 2009
Texas Instruments 2008 - 2009
Invesco Ltd. 2005 - 2005
SBC Communications Ltd 2004 - 2005
Skills
OBIEE, Informatica, Data Warehousing, Data Modeling, ETL, Business Intelligence, Dimensional Modeling, Siebel, DAC, Data Warehouse..., Oracle, PL/SQL, OLAP, Solution Architecture, Oracle Warehouse Builder, Data Mining, Microsoft SQL Server, BI Publisher, Data Integration, Business Intelligence..., EAI, SDLC, Business Process, Unix, Database Design, Databases, Business Analysis, Enterprise Architecture, Requirements Analysis
Education
Annamalai University
D.A.V Senior Sec. Boys School
Texas A&M University
Master of Science (MS)
RCSD August 2010 - Present
eVerge Group 2005 - March 2012
Pacific West Corporation June 2003 - March 2012
Deloitte Consulting 2010 - 2010
Los Angeles Unified School District July 2008 - September 2009
Los Angeles Unified School District July 2008 - August 2009
Texas Instruments 2008 - 2009
Invesco Ltd. 2005 - 2005
SBC Communications Ltd 2004 - 2005
Skills
OBIEE, Informatica, Data Warehousing, Data Modeling, ETL, Business Intelligence, Dimensional Modeling, Siebel, DAC, Data Warehouse..., Oracle, PL/SQL, OLAP, Solution Architecture, Oracle Warehouse Builder, Data Mining, Microsoft SQL Server, BI Publisher, Data Integration, Business Intelligence..., EAI, SDLC, Business Process, Unix, Database Design, Databases, Business Analysis, Enterprise Architecture, Requirements Analysis
Education
Annamalai University
D.A.V Senior Sec. Boys School
Texas A&M University
Master of Science (MS)
Richard Kuhn's Invesco Ltd. Experience January 2009 - Present
Job Product Strategy Manager at Invesco
Industry Financial Services
Experience
Invesco Ltd. January 2009 - Present
Invesco Ltd. 2005 - 2009
Skills
Mutual Funds, Series 7, Alternative Investments, Hedge Funds, Market Research, Strategic Planning, Investment Strategies, Competitive Analysis, Product Development, Investments, Asset Management, Strategy, 401k, Fund Accounting
Education
Baylor University 1995 — 2000
BA, Economics
Invesco Ltd. January 2009 - Present
Invesco Ltd. 2005 - 2009
Skills
Mutual Funds, Series 7, Alternative Investments, Hedge Funds, Market Research, Strategic Planning, Investment Strategies, Competitive Analysis, Product Development, Investments, Asset Management, Strategy, 401k, Fund Accounting
Education
Baylor University 1995 — 2000
BA, Economics
Richard Rick Haggard II's Invesco Ltd. Experience March 2010 - October 2012
Job Senior Operations/IT Specialist at Bridgeway Capital Management, Inc.
Industry Information Technology and Services
Experience
Bridgeway Capital Management, Inc. April 2015 - Present
BBVA Compass November 2012 - April 2015
Invesco Ltd. March 2010 - October 2012
Invesco Aim August 1994 - March 2010
Skills
Business Analysis, Requirements Analysis, SDLC, Risk Management, Visio, IT Strategy, Project Portfolio..., Management, PMP, Vendor Management, Fixed Income, Project Management, Asset Management, Equities, Financial Services, Portfolio Management
Education
American Sentinel University 2005 — 2007
Masters, Information Systems
American Sentinel University 2002 — 2005
Bachelors, Computer Information Systems
Bridgeway Capital Management, Inc. April 2015 - Present
BBVA Compass November 2012 - April 2015
Invesco Ltd. March 2010 - October 2012
Invesco Aim August 1994 - March 2010
Skills
Business Analysis, Requirements Analysis, SDLC, Risk Management, Visio, IT Strategy, Project Portfolio..., Management, PMP, Vendor Management, Fixed Income, Project Management, Asset Management, Equities, Financial Services, Portfolio Management
Education
American Sentinel University 2005 — 2007
Masters, Information Systems
American Sentinel University 2002 — 2005
Bachelors, Computer Information Systems
Colin Meadows's Invesco Ltd. Experience May 2006 - Present
Job Senior Managing Director, CAO and Head of Private Capital
Industry Financial Services
Experience
Invesco Ltd. May 2006 - Present
GE Capital December 2004 - May 2006
Wells Fargo February 2003 - December 2004
McKinsey & Company September 1996 - February 2003
Skills
Management, Strategic Planning, Business Development, Asset Management, Alternative Investments, Private Equity, Hedge Funds, Equities, Investments, Portfolio Management, Securities, Investment Management
Education
Harvard Law School 1993 — 1996
Doctor of Law (JD)
Andrews University 1989 — 1993
BA, Economics & English
Invesco Ltd. May 2006 - Present
GE Capital December 2004 - May 2006
Wells Fargo February 2003 - December 2004
McKinsey & Company September 1996 - February 2003
Skills
Management, Strategic Planning, Business Development, Asset Management, Alternative Investments, Private Equity, Hedge Funds, Equities, Investments, Portfolio Management, Securities, Investment Management
Education
Harvard Law School 1993 — 1996
Doctor of Law (JD)
Andrews University 1989 — 1993
BA, Economics & English
Andrew Perez's Invesco Ltd. Experience February 2012 - September 2013
Job Director
Industry Internet
Experience
ASTOR+BANKS 2012 - Present
Silver IP Communications August 2013 - Present
Invesco Ltd. February 2012 - September 2013
Calamos Investments August 2009 - February 2012
JP Morgan Chase, Chase Investment Services May 2006 - August 2009
U.S. Army-IL National Guard April 2000 - November 2006
Skills
Financial Services, Mutual Funds, Relationship Management, Minitab, Zephyr OnDemand, Discovery Company..., Russell Analytics, Morningstar Direct, Spanish, Six Sigma, ETFs, Separately Managed..., New Business Development, Product Development, Product Marketing, Product Design, Luxury Goods, Start-ups, Watches, Leatherwork
Education
University of Illinois at Urbana-Champaign 2011 — 2011
Certificate, Six Sigma Black Belt
University of Illinois at Chicago
BA, Economics
Columbia College Chicago 2003 — 2004
Audio Production
ASTOR+BANKS 2012 - Present
Silver IP Communications August 2013 - Present
Invesco Ltd. February 2012 - September 2013
Calamos Investments August 2009 - February 2012
JP Morgan Chase, Chase Investment Services May 2006 - August 2009
U.S. Army-IL National Guard April 2000 - November 2006
Skills
Financial Services, Mutual Funds, Relationship Management, Minitab, Zephyr OnDemand, Discovery Company..., Russell Analytics, Morningstar Direct, Spanish, Six Sigma, ETFs, Separately Managed..., New Business Development, Product Development, Product Marketing, Product Design, Luxury Goods, Start-ups, Watches, Leatherwork
Education
University of Illinois at Urbana-Champaign 2011 — 2011
Certificate, Six Sigma Black Belt
University of Illinois at Chicago
BA, Economics
Columbia College Chicago 2003 — 2004
Audio Production
Kyle Chang's Invesco Ltd. Experience September 2007 - February 2008
Job Graduate Research Assistant at The University of Texas Graduate School of Biomedical Sciences
Industry Information Technology and Services
Experience
MD Anderson Cancer Center August 2013 - Present
Baylor College of Medicine April 2008 - June 2013
Invesco Ltd. September 2007 - February 2008
Skills
SQL, Java, Bioinformatics, Cancer Genomics, Python, R, Unix, Machine Learning, Computational Biology, Genomics, Algorithms, Perl, Cancer, Linux
Education
The University of Texas Graduate School of Biomedical Sciences 2013 — 2017
Doctor of Philosophy (Ph.D.), Bioinformatics/Biostatistics
Carnegie Mellon University 2003 — 2007
Bachelor of Science (BS), Electrical and Computer Engineering
MD Anderson Cancer Center August 2013 - Present
Baylor College of Medicine April 2008 - June 2013
Invesco Ltd. September 2007 - February 2008
Skills
SQL, Java, Bioinformatics, Cancer Genomics, Python, R, Unix, Machine Learning, Computational Biology, Genomics, Algorithms, Perl, Cancer, Linux
Education
The University of Texas Graduate School of Biomedical Sciences 2013 — 2017
Doctor of Philosophy (Ph.D.), Bioinformatics/Biostatistics
Carnegie Mellon University 2003 — 2007
Bachelor of Science (BS), Electrical and Computer Engineering
Barry Howsden's Invesco Ltd. Experience June 1995 - February 2003
Job Director of Accounting and Client Services, CCO
Industry Financial Services
Experience
Public Trust Advisors, LLC November 2011 - Present
Cutwater Asset Management August 2003 - November 2011
MBIA Asset Management 2003 - November 2011
Invesco Ltd. June 1995 - February 2003
Education
Colorado State University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Littleton High School 1986 — 1990
General, General
Public Trust Advisors, LLC November 2011 - Present
Cutwater Asset Management August 2003 - November 2011
MBIA Asset Management 2003 - November 2011
Invesco Ltd. June 1995 - February 2003
Education
Colorado State University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Littleton High School 1986 — 1990
General, General
Omar Bashqawi's Invesco Ltd. Experience April 2010 - Present
Job Advanced Analyst
Industry Information Technology and Services
Experience
Invesco Ltd. April 2010 - Present
Morgan Stanley / Van Kampen February 2005 - April 2010
Siemens February 2005 - April 2010
OAO Technology Solutions February 2000 - February 2005
Skills
A+ Certified, Operating Systems, Active Directory, Citrix, Windows 7, SCCM, XP, System Administration, Troubleshooting, System Deployment, Hardware
Education
College of DuPage 1994 — 2014
Associate, Business Management
Invesco Ltd. April 2010 - Present
Morgan Stanley / Van Kampen February 2005 - April 2010
Siemens February 2005 - April 2010
OAO Technology Solutions February 2000 - February 2005
Skills
A+ Certified, Operating Systems, Active Directory, Citrix, Windows 7, SCCM, XP, System Administration, Troubleshooting, System Deployment, Hardware
Education
College of DuPage 1994 — 2014
Associate, Business Management
Alex (Desnoyers) Dalton's Invesco Ltd. Experience 1999 - 2002
Job Derivatives Analyst at John Hancock
Industry Financial Services
Experience
John Hancock November 2007 - Present
Federal Home Loan Bank of Boston September 2006 - November 2007
Harvard Management Company April 2002 - September 2006
Invesco Ltd. 1999 - 2002
Invesco Ltd. 1999 - 2002
Skills
Derivatives, Interest Rate..., Bloomberg, Hedge Funds, FX Options, Fixed Income, Equities, Project Management, Securities, Alternative Investments, Financial Modeling, Capital Markets, Mutual Funds, Financial Analysis, Investments, Valuation, Financial Services, Trading, Analysis
Education
Brandeis University, Lemberg - International Business School 2005 — 2009
MSF, Finance
Saint Michael's College 1995 — 1999
BS, Mathematics
Bishop Stang High School 1991 — 1995
Colelge Prep
John Hancock November 2007 - Present
Federal Home Loan Bank of Boston September 2006 - November 2007
Harvard Management Company April 2002 - September 2006
Invesco Ltd. 1999 - 2002
Invesco Ltd. 1999 - 2002
Skills
Derivatives, Interest Rate..., Bloomberg, Hedge Funds, FX Options, Fixed Income, Equities, Project Management, Securities, Alternative Investments, Financial Modeling, Capital Markets, Mutual Funds, Financial Analysis, Investments, Valuation, Financial Services, Trading, Analysis
Education
Brandeis University, Lemberg - International Business School 2005 — 2009
MSF, Finance
Saint Michael's College 1995 — 1999
BS, Mathematics
Bishop Stang High School 1991 — 1995
Colelge Prep
Salabh Kumar's Invesco Ltd. Experience May 2014 - May 2015
Job Test Consultant at REDI
Industry Information Technology and Services
Experience
REDI Global Technologies June 2015 - Present
Sapient Global Markets December 2008 - Present
Invesco Ltd. May 2014 - May 2015
TD Bank Group December 2010 - May 2014
RBS December 2008 - December 2010
Fiserv India September 2007 - December 2008
WNS December 2004 - September 2007
MDA Software Ltd January 2003 - December 2004
Skills
Test Management, Quality Center, User Acceptance Testing, Test Planning, Manual Testing, Testing, QTP, Regression Testing, Test Strategy, Test Cases, Defect Tracking, System Testing, Test Automation, Software Quality..., Integration Testing, Quality Assurance, Functional Testing, LoadRunner, Oracle, Test Execution, Performance Testing, SDLC, Agile Testing, System Integration..., HP Quality Center, HP QTP
Education
Vinayaka Mission's Research Foundation - University 2008 — 2010
MBA, Finance
Indira Gandhi National Open University 1999 — 2003
BCA, Computers
Babasaheb Bhimrao Ambedkar University 1994 — 1998
Bachelor of Engineering (BE), Mechanical Engineering
REDI Global Technologies June 2015 - Present
Sapient Global Markets December 2008 - Present
Invesco Ltd. May 2014 - May 2015
TD Bank Group December 2010 - May 2014
RBS December 2008 - December 2010
Fiserv India September 2007 - December 2008
WNS December 2004 - September 2007
MDA Software Ltd January 2003 - December 2004
Skills
Test Management, Quality Center, User Acceptance Testing, Test Planning, Manual Testing, Testing, QTP, Regression Testing, Test Strategy, Test Cases, Defect Tracking, System Testing, Test Automation, Software Quality..., Integration Testing, Quality Assurance, Functional Testing, LoadRunner, Oracle, Test Execution, Performance Testing, SDLC, Agile Testing, System Integration..., HP Quality Center, HP QTP
Education
Vinayaka Mission's Research Foundation - University 2008 — 2010
MBA, Finance
Indira Gandhi National Open University 1999 — 2003
BCA, Computers
Babasaheb Bhimrao Ambedkar University 1994 — 1998
Bachelor of Engineering (BE), Mechanical Engineering
Nagarajan Chinnadurai's Invesco Ltd. Experience April 2011 - Present
Job Solution Architect at Invesco Ltd.
Industry Computer Software
Experience
Invesco Ltd. April 2011 - Present
Complete Solutions November 2000 - Present
Houston Community College November 2009 - January 2011
Invesco Ltd. November 2007 - April 2009
NCI Building Systems February 2006 - April 2007
Houston Airport System 2005 - 2007
TCS, India March 1996 - June 2000
Skills
Web Design, Database Applications, SharePoint, .NET, Microsoft SQL Server, C#, ASP.NET, VB.NET, SSRS, IIS, Software Project..., InfoPath, Software Development, BizTalk, Enterprise Architecture, WCF, SDLC, TFS, SQL, SharePoint Designer, SOA, XML, Web Services
Education
Bharathidasan University 1996 — 1999
Master of Computer Applications (MCA), Computer Programming, Specific Applications
St Joseph's College of Arts & Science, Cuddalore, TamilNadu 1992 — 1995
B.Sc, Physics
St Joseph H.S.S, Cuddalore, TamilNadu 1990 — 1992
High School, Computer Science
Invesco Ltd. April 2011 - Present
Complete Solutions November 2000 - Present
Houston Community College November 2009 - January 2011
Invesco Ltd. November 2007 - April 2009
NCI Building Systems February 2006 - April 2007
Houston Airport System 2005 - 2007
TCS, India March 1996 - June 2000
Skills
Web Design, Database Applications, SharePoint, .NET, Microsoft SQL Server, C#, ASP.NET, VB.NET, SSRS, IIS, Software Project..., InfoPath, Software Development, BizTalk, Enterprise Architecture, WCF, SDLC, TFS, SQL, SharePoint Designer, SOA, XML, Web Services
Education
Bharathidasan University 1996 — 1999
Master of Computer Applications (MCA), Computer Programming, Specific Applications
St Joseph's College of Arts & Science, Cuddalore, TamilNadu 1992 — 1995
B.Sc, Physics
St Joseph H.S.S, Cuddalore, TamilNadu 1990 — 1992
High School, Computer Science
Robert Turnell's Invesco Ltd. Experience April 1992 - March 1993
Job Sr Financial Systems Analyst at GreatWest Life and Annuity Insurance Company
Industry Insurance
Experience
Great-West Financial December 2011 - Present
Great-West Financial May 2009 - December 2011
Great-West Financial April 2006 - May 2009
Great-West Financial November 2000 - April 2006
Janus Capital Group May 2000 - November 2000
OppenheimerFunds April 1993 - May 2000
Invesco Ltd. April 1992 - March 1993
Skills
Access, Process Improvement, Mutual Funds, Financial Reporting, Investments, Asset Management, Bloomberg, Visio, Valuation, Fund Accounting, Securities, Auditing, Microsoft Excel, Business Process, Microsoft Word, Financial Statements, Business Analysis, Outlook, PAM for Securities
Education
Adams State University 1987 — 1991
BS, Accounting, Finance
Great-West Financial December 2011 - Present
Great-West Financial May 2009 - December 2011
Great-West Financial April 2006 - May 2009
Great-West Financial November 2000 - April 2006
Janus Capital Group May 2000 - November 2000
OppenheimerFunds April 1993 - May 2000
Invesco Ltd. April 1992 - March 1993
Skills
Access, Process Improvement, Mutual Funds, Financial Reporting, Investments, Asset Management, Bloomberg, Visio, Valuation, Fund Accounting, Securities, Auditing, Microsoft Excel, Business Process, Microsoft Word, Financial Statements, Business Analysis, Outlook, PAM for Securities
Education
Adams State University 1987 — 1991
BS, Accounting, Finance
J. Freeman's Invesco Ltd. Experience July 1998 - June 2006
Job Senior Technology Manager and Vice President at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors June 2006 - Present
Invesco Aim July 1998 - June 2006
Invesco Ltd. July 1998 - June 2006
Houston Community College August 1998 - May 2001
North Lake College August 1997 - July 1998
First USA May 1996 - July 1998
Fidelity Investments June 1995 - May 1997
Fidelity Investments November 1993 - June 1995
Skills
Mutual Funds, Portfolio Management, Investment Management, Investments, Securities, Bonds, Equities, Asset Allocation, Hedge Funds, Fixed Income, Investment Strategies, Trading, Asset Management, Alternative Investments, Asset Managment, Series 7, ETFs, Wealth Management, Risk Management, Bloomberg, Charles River IMS, Eagle PACE, Relationship Management, Investment Advisory, Financial Analysis, Visual Basic, Visual Studio, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Dynamics, Microsoft Exchange, Oracle, UC4, Autosys, Windows Server, Windows 7, Windows XP Pro, Windows 2000, Microsoft Windows 98, Series 63, C#, Money Market Funds, Gigabit Ethernet, Cisco VPN, SCCM, VoIP, IP, PC
Education
Liberty University 2015 — 2017
Doctor of Business Administration, International Business
The University of Dallas 1994 — 1996
MBA, Finance
Baylor University - Hankamer School of Business 1991 — 1993
BBA, Marketing
Dimensional Fund Advisors June 2006 - Present
Invesco Aim July 1998 - June 2006
Invesco Ltd. July 1998 - June 2006
Houston Community College August 1998 - May 2001
North Lake College August 1997 - July 1998
First USA May 1996 - July 1998
Fidelity Investments June 1995 - May 1997
Fidelity Investments November 1993 - June 1995
Skills
Mutual Funds, Portfolio Management, Investment Management, Investments, Securities, Bonds, Equities, Asset Allocation, Hedge Funds, Fixed Income, Investment Strategies, Trading, Asset Management, Alternative Investments, Asset Managment, Series 7, ETFs, Wealth Management, Risk Management, Bloomberg, Charles River IMS, Eagle PACE, Relationship Management, Investment Advisory, Financial Analysis, Visual Basic, Visual Studio, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Dynamics, Microsoft Exchange, Oracle, UC4, Autosys, Windows Server, Windows 7, Windows XP Pro, Windows 2000, Microsoft Windows 98, Series 63, C#, Money Market Funds, Gigabit Ethernet, Cisco VPN, SCCM, VoIP, IP, PC
Education
Liberty University 2015 — 2017
Doctor of Business Administration, International Business
The University of Dallas 1994 — 1996
MBA, Finance
Baylor University - Hankamer School of Business 1991 — 1993
BBA, Marketing
Jason Millward's Invesco Ltd. Experience March 2008 - September 2009
Job Real Estate Investment, Business Operations, Management, Sales, Marketing, Analyst, Financial Investment
Industry Real Estate
Experience
Asset Recovery Inc. February 2011 - Present
Pacific Home January 2010 - March 2011
Invesco Ltd. March 2008 - September 2009
Jason's Aquariums & Products June 2004 - March 2008
Sport Chalet November 2005 - February 2008
Skills
Busienss Management, Operations Management, Sales, Real Estate Investment, Real Estate Analysis, Investment Analysis, Microsoft Office, Appraisals, Investment Properties, Valuation, 401k, Leadership, Salesforce.com, Finance, Budgets, Investments, Business Strategy, Sales Operations, Management
Education
California State University-Long Beach - College of Business Administration 2002 — 2006
Bachelors, Busness Management and Operations Management
Asset Recovery Inc. February 2011 - Present
Pacific Home January 2010 - March 2011
Invesco Ltd. March 2008 - September 2009
Jason's Aquariums & Products June 2004 - March 2008
Sport Chalet November 2005 - February 2008
Skills
Busienss Management, Operations Management, Sales, Real Estate Investment, Real Estate Analysis, Investment Analysis, Microsoft Office, Appraisals, Investment Properties, Valuation, 401k, Leadership, Salesforce.com, Finance, Budgets, Investments, Business Strategy, Sales Operations, Management
Education
California State University-Long Beach - College of Business Administration 2002 — 2006
Bachelors, Busness Management and Operations Management
Brett Lousararian, CFA's Invesco Ltd. Experience October 2009 - April 2013
Job Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management April 2013 - Present
Invesco Ltd. October 2009 - April 2013
LongVue Advisors September 2008 - April 2009
JPMorgan Chase July 2007 - September 2008
MacKay Shields June 2006 - August 2006
Skills
Equities, Investments, Portfolio Management, Bloomberg, Mutual Funds, Hedge Funds, Series 7, Equity Research, Fixed Income, Financial Analysis, Asset Allocation, Series 63, Asset Managment, Alternative Investments, Zephyr Style Advisor, Private Equity, Chartered Financial..., Investment Management, Wealth Management, Due Diligence, Fund Of Funds
Education
Bryant University 2003 — 2007
BSBA, Finance
Babson Capital Management April 2013 - Present
Invesco Ltd. October 2009 - April 2013
LongVue Advisors September 2008 - April 2009
JPMorgan Chase July 2007 - September 2008
MacKay Shields June 2006 - August 2006
Skills
Equities, Investments, Portfolio Management, Bloomberg, Mutual Funds, Hedge Funds, Series 7, Equity Research, Fixed Income, Financial Analysis, Asset Allocation, Series 63, Asset Managment, Alternative Investments, Zephyr Style Advisor, Private Equity, Chartered Financial..., Investment Management, Wealth Management, Due Diligence, Fund Of Funds
Education
Bryant University 2003 — 2007
BSBA, Finance
Elizabeth McSpadden (Hudson)'s Invesco Ltd. Experience 2010 - 2011
Job Financial Analyst at FTD
Industry Accounting
Experience
FTD July 2015 - Present
The Bradford Group 2014 - July 2015
Northwestern University 2012 - 2014
Northern Trust 2011 - 2012
Invesco Ltd. 2010 - 2011
Meaden & Moore January 2010 - March 2010
Skills
Financial Reporting, Mutual Funds, SEC reporting, Accounting, Reconciliation, Financial Analysis, Account Reconciliation, Financial Services, Budgets, Process Improvement, Internal Controls, SEC filings, Financial Statements, Insurance, Finance, Analysis, Financial Accounting, Cash Management, Derivatives, Internal Audit, Strategic Financial..., Sarbanes-Oxley, Accruals, Auditing, Investments, PeopleSoft, GAAP, Sarbanes-Oxley Act, General Ledger, Financial Modeling, Outlook, Asset Managment, Variance Analysis, Hedge Funds, Accounts Payable, Cash Flow, Bloomberg, Journal Entries, US GAAP, Accounts Receivable, Microsoft Excel, Hyperion Enterprise, Access, Fund Accounting, Fixed Income, Fixed Assets, Forecasting, Tax, Equities, Risk Management
Education
Northern Illinois University 2014 — 2016
Master of Business Administration (MBA), Leadership
Northern Illinois University 2008 — 2010
Bachelor of Science, Accountancy
College of DuPage 2006 — 2008
Associate of Arts (AA), Accounting
FTD July 2015 - Present
The Bradford Group 2014 - July 2015
Northwestern University 2012 - 2014
Northern Trust 2011 - 2012
Invesco Ltd. 2010 - 2011
Meaden & Moore January 2010 - March 2010
Skills
Financial Reporting, Mutual Funds, SEC reporting, Accounting, Reconciliation, Financial Analysis, Account Reconciliation, Financial Services, Budgets, Process Improvement, Internal Controls, SEC filings, Financial Statements, Insurance, Finance, Analysis, Financial Accounting, Cash Management, Derivatives, Internal Audit, Strategic Financial..., Sarbanes-Oxley, Accruals, Auditing, Investments, PeopleSoft, GAAP, Sarbanes-Oxley Act, General Ledger, Financial Modeling, Outlook, Asset Managment, Variance Analysis, Hedge Funds, Accounts Payable, Cash Flow, Bloomberg, Journal Entries, US GAAP, Accounts Receivable, Microsoft Excel, Hyperion Enterprise, Access, Fund Accounting, Fixed Income, Fixed Assets, Forecasting, Tax, Equities, Risk Management
Education
Northern Illinois University 2014 — 2016
Master of Business Administration (MBA), Leadership
Northern Illinois University 2008 — 2010
Bachelor of Science, Accountancy
College of DuPage 2006 — 2008
Associate of Arts (AA), Accounting
Judy Ambrose's Invesco Ltd. Experience September 2006 - December 2011
Job at Invesco Ltd.
Industry Investment Management
Experience
Invesco August 2000 - July 2014
Invesco Ltd. September 2006 - December 2011
Invesco Ltd. June 2004 - September 2006
Invesco Ltd. August 2002 - June 2004
INVESCO Retirement August 2000 - August 2002
Skills
Institutional, Separate Accounts, Global Strategy, Business Continuity, Private Placements, Global Tactical Asset..., Portfolio Management, Global Quantitative..., Balanced Mandate, Multi-Asset Strategy, Series 6, FINRA, Investments, Mutual Funds, Client Services, Alternative Investments, Equities, Fixed Income, Asset Management, Asset Allocation, Securities, Project Management
Education
Hunter College
Invesco August 2000 - July 2014
Invesco Ltd. September 2006 - December 2011
Invesco Ltd. June 2004 - September 2006
Invesco Ltd. August 2002 - June 2004
INVESCO Retirement August 2000 - August 2002
Skills
Institutional, Separate Accounts, Global Strategy, Business Continuity, Private Placements, Global Tactical Asset..., Portfolio Management, Global Quantitative..., Balanced Mandate, Multi-Asset Strategy, Series 6, FINRA, Investments, Mutual Funds, Client Services, Alternative Investments, Equities, Fixed Income, Asset Management, Asset Allocation, Securities, Project Management
Education
Hunter College
Sherri Klosterman's Invesco Ltd. Experience January 1987 - June 2005
Job Manager at Humana
Industry Hospital & Health Care
Ed Lewandowski, CFP®'s Invesco Ltd. Experience February 2012 - April 2014
Job Vice President, RIA at Franklin Square Capital Partners
Industry Investment Management
Experience
Franklin Square Capital Partners April 2014 - Present
Invesco Ltd. February 2012 - April 2014
Credit Suisse Group February 2005 - September 2011
Putnam Investments 1992 - 2004
AT&T April 1989 - March 1992
Skills
Alternative Investments, Mutual Funds, Asset Management, Structured Products, Series 7, Series 63, Investments, ETFs, Separately Managed..., Hedge Funds, Portfolio Management, Financial Planning, Relationship Management, Fixed Income, Private Equity, Retirement Planning, Private Banking, Commodity, Asset Allocation
Education
California State University-Long Beach - College of Business Administration 1987 — 1989
MBA, Finance
Rensselaer Polytechnic Institute 1982 — 1986
B.S, Industrial and Management Engineering
Franklin Square Capital Partners April 2014 - Present
Invesco Ltd. February 2012 - April 2014
Credit Suisse Group February 2005 - September 2011
Putnam Investments 1992 - 2004
AT&T April 1989 - March 1992
Skills
Alternative Investments, Mutual Funds, Asset Management, Structured Products, Series 7, Series 63, Investments, ETFs, Separately Managed..., Hedge Funds, Portfolio Management, Financial Planning, Relationship Management, Fixed Income, Private Equity, Retirement Planning, Private Banking, Commodity, Asset Allocation
Education
California State University-Long Beach - College of Business Administration 1987 — 1989
MBA, Finance
Rensselaer Polytechnic Institute 1982 — 1986
B.S, Industrial and Management Engineering
Jill (Rasinski) Bongiorno's Invesco Ltd. Experience October 2002 - June 2004
Job Consultant Relations and Client Service Professional
Industry Financial Services
Experience
Seix Investment Advisors October 2012 - July 2014
Mesirow Financial June 2004 - April 2012
Invesco Ltd. October 2002 - June 2004
Deutsche Asset Management/Alex Brown/Bankers Trust August 1997 - April 2002
Capital Guardian Trust Company/American Funds March 1993 - August 1997
Skills
Consultant Coordination, Administration, Sales Management, Series 7, Mutual Funds, Asset Management, Client Service, Asset Managment, Financial Services
Education
Columbia University in the City of New York
Bachelor of Science, Psychology, Business
Katharine Gibbs
AD, Business
Washington Montessori School
Seix Investment Advisors October 2012 - July 2014
Mesirow Financial June 2004 - April 2012
Invesco Ltd. October 2002 - June 2004
Deutsche Asset Management/Alex Brown/Bankers Trust August 1997 - April 2002
Capital Guardian Trust Company/American Funds March 1993 - August 1997
Skills
Consultant Coordination, Administration, Sales Management, Series 7, Mutual Funds, Asset Management, Client Service, Asset Managment, Financial Services
Education
Columbia University in the City of New York
Bachelor of Science, Psychology, Business
Katharine Gibbs
AD, Business
Washington Montessori School
Patricia Chadwick's Invesco Ltd. Experience 1996 - 1999
Job Principal, Ravengate Partners LLC
Industry Capital Markets
Experience
Ravengate Partners LLC 1999 - Present
Amica Mutual Insurance 1992 - Present
Wisconsin Energies 2006 - Present
Voya Mutual Funds 2006 - Present
The Royce Funds 2009 - Present
Nuclear Electric Insurance Limited 2003 - 2006
SoundView Technology Group 2003 - 2004
Invesco Ltd. 1996 - 1999
Skills
Financial Analysis, Investments, Board of Directors, Capital Markets, Due Diligence, Private Equity, Expert Witness, Venture Capital, Valuation, Equities, Management, Social Media, Public Speaking, Marketing Strategy, Fundraising, Financial Modeling, Public Relations, Asset Managment, Strategic Planning, Research, Television Commentary, Portfolio Construction..., Global Economy, Investment Policy, Stock Research, Healthcare, Arts and Culture, Education, Published Writer, Business Advisory, Blogger
Education
Boston University
Bachelor of Arts (B.A.), Economics
Ravengate Partners LLC 1999 - Present
Amica Mutual Insurance 1992 - Present
Wisconsin Energies 2006 - Present
Voya Mutual Funds 2006 - Present
The Royce Funds 2009 - Present
Nuclear Electric Insurance Limited 2003 - 2006
SoundView Technology Group 2003 - 2004
Invesco Ltd. 1996 - 1999
Skills
Financial Analysis, Investments, Board of Directors, Capital Markets, Due Diligence, Private Equity, Expert Witness, Venture Capital, Valuation, Equities, Management, Social Media, Public Speaking, Marketing Strategy, Fundraising, Financial Modeling, Public Relations, Asset Managment, Strategic Planning, Research, Television Commentary, Portfolio Construction..., Global Economy, Investment Policy, Stock Research, Healthcare, Arts and Culture, Education, Published Writer, Business Advisory, Blogger
Education
Boston University
Bachelor of Arts (B.A.), Economics
Kenneth Orr's Invesco Ltd. Experience October 2011 - October 2014
Job Portfolio Accountant with USAA Real Estate Company
Industry Accounting
Experience
USAA Real Estate Company October 2014 - September 2015
Invesco Ltd. October 2011 - October 2014
McGladrey September 2010 - October 2011
McGladrey January 2010 - April 2010
Baylor University August 2006 - November 2009
Baylor University May 2009 - July 2009
Skills
SEC filings, Sarbanes-Oxley Act, GAAP, Analysis, US GAAP, Auditing, Fixed Assets, Accounting, General Ledger, Internal Controls, Bank Reconciliation, Financial Accounting, Financial Reporting, Journal Entries, CPA
Education
Baylor University 2004 — 2009
BBA, Accounting, Finance, International Business
USAA Real Estate Company October 2014 - September 2015
Invesco Ltd. October 2011 - October 2014
McGladrey September 2010 - October 2011
McGladrey January 2010 - April 2010
Baylor University August 2006 - November 2009
Baylor University May 2009 - July 2009
Skills
SEC filings, Sarbanes-Oxley Act, GAAP, Analysis, US GAAP, Auditing, Fixed Assets, Accounting, General Ledger, Internal Controls, Bank Reconciliation, Financial Accounting, Financial Reporting, Journal Entries, CPA
Education
Baylor University 2004 — 2009
BBA, Accounting, Finance, International Business
Samuel Mason's Invesco Ltd. Experience February 2003 - October 2008
Job Program Manager at Humana
Industry Hospital & Health Care
Experience
Humana January 2014 - Present
CoreLogic July 2009 - January 2014
Friend's School August 2010 - June 2011
Friend's School August 2008 - August 2010
AEGON October 2008 - July 2009
Invesco Ltd. February 2003 - October 2008
Purdue University 2001 - 2002
YWCA 1997 - 2001
Skills
Process Improvement, Business Analysis, SDLC, Project Management, Vendor Management, Program Management, Visio, Risk Management, Cross-functional Team..., Business Process..., Software Project..., PMP, Strategic Planning, Change Management, Team Building, Agile Project Management, Leadership, Software Documentation, Operations Management, Team Leadership, Project Portfolio..., Management, Product Management, Software Development, Project Planning, Budgets, PMO
Education
Bellarmine University 2005 — 2007
MBA, Business Administration
Purdue University 1998 — 2002
BS, Computer Technology
Purdue University 1995 — 2002
AS, Organizational Leadership
Humana January 2014 - Present
CoreLogic July 2009 - January 2014
Friend's School August 2010 - June 2011
Friend's School August 2008 - August 2010
AEGON October 2008 - July 2009
Invesco Ltd. February 2003 - October 2008
Purdue University 2001 - 2002
YWCA 1997 - 2001
Skills
Process Improvement, Business Analysis, SDLC, Project Management, Vendor Management, Program Management, Visio, Risk Management, Cross-functional Team..., Business Process..., Software Project..., PMP, Strategic Planning, Change Management, Team Building, Agile Project Management, Leadership, Software Documentation, Operations Management, Team Leadership, Project Portfolio..., Management, Product Management, Software Development, Project Planning, Budgets, PMO
Education
Bellarmine University 2005 — 2007
MBA, Business Administration
Purdue University 1998 — 2002
BS, Computer Technology
Purdue University 1995 — 2002
AS, Organizational Leadership
Jennifer Morrissey's Invesco Ltd. Experience July 2000 - March 2009
Job Vice President, Bond Trader at AIG Asset Management
Industry Financial Services
Experience
AIG Asset Management January 2010 - Present
Invesco Ltd. July 2000 - March 2009
Back Bay Advisors September 1992 - July 2000
Prudential Securities March 1988 - September 1992
Skills
Bonds, Fixed Income, Portfolio Management, Trading
Education
Brown University 1983 — 1987
BA, International Relations
AIG Asset Management January 2010 - Present
Invesco Ltd. July 2000 - March 2009
Back Bay Advisors September 1992 - July 2000
Prudential Securities March 1988 - September 1992
Skills
Bonds, Fixed Income, Portfolio Management, Trading
Education
Brown University 1983 — 1987
BA, International Relations
Jeff Welday, CIMA's Invesco Ltd. Experience June 2010 - Present
Job Head of Retail Business Development, Invesco
Industry Investment Management
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management January 2006 - June 2010
Morgan Stanley Investment Management 2005 - 2006
Morgan Stanley Investment Management 2003 - 2005
Morgan Stanley Investment Management 2001 - 2003
Morgan Stanley Wealth Management 1999 - 2001
Morgan Stanley Wealth Management 1997 - 1999
JPMorgan Chase 1995 - 1997
JPMorgan Chase 1993 - 1994
Skills
Separately Managed..., Alternative Investments, Series 7, Series 63, ETFs, Mutual Funds, Asset Allocation, Hedge Funds, Asset Managment, Investment Strategies, Wealth Management, Series 24, Investments, Fixed Income, Investment Advisory, Equities, Securities, Portfolio Management, Series 65, Uniform Combined State..., Investment Management, Fund Of Funds, Asset Management, FINRA, Retirement Planning
Education
Baylor University 1989 — 1993
BBA
Westminster School of London 1992 — 1992
International Business
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management January 2006 - June 2010
Morgan Stanley Investment Management 2005 - 2006
Morgan Stanley Investment Management 2003 - 2005
Morgan Stanley Investment Management 2001 - 2003
Morgan Stanley Wealth Management 1999 - 2001
Morgan Stanley Wealth Management 1997 - 1999
JPMorgan Chase 1995 - 1997
JPMorgan Chase 1993 - 1994
Skills
Separately Managed..., Alternative Investments, Series 7, Series 63, ETFs, Mutual Funds, Asset Allocation, Hedge Funds, Asset Managment, Investment Strategies, Wealth Management, Series 24, Investments, Fixed Income, Investment Advisory, Equities, Securities, Portfolio Management, Series 65, Uniform Combined State..., Investment Management, Fund Of Funds, Asset Management, FINRA, Retirement Planning
Education
Baylor University 1989 — 1993
BBA
Westminster School of London 1992 — 1992
International Business
Craig Juran's Invesco Ltd. Experience January 1997 - September 2004
Job Director of LargeCap Growth Research, Partner, Portfolio Manager at Denver Investment Advisors
Industry Investment Management
Experience
Denver Investments October 2004 - Present
Invesco Ltd. January 1997 - September 2004
Invesco Ltd./AIM Funds 1997 - 2004
INVESCO Funds Group, Inc. 1997 - 2004
Education
Colorado State University 1987 — 1994
MA, Economics
Denver Investments October 2004 - Present
Invesco Ltd. January 1997 - September 2004
Invesco Ltd./AIM Funds 1997 - 2004
INVESCO Funds Group, Inc. 1997 - 2004
Education
Colorado State University 1987 — 1994
MA, Economics
Sheri Morris's Invesco Ltd. Experience February 2008 - Present
Job Treasurer and Chief Financial Officer Invesco Funds at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. February 2008 - Present
Invesco Aim 1999 - 2008
Invesco Aim 1994 - 1999
Invesco Aim 1992 - 1994
Invesco Aim 1990 - 1992
Skills
Mutual Funds, Fund Accounting, Risk Management, Due Diligence, Financial Analysis, Financial Reporting, Strategic Planning, Board Relations, Strategic Financial..., Department Budgeting, Performance Management, Tax Accounting, Treasury Management, Program Management, Expense Management, Treasury Services
Education
Brock University 1986 — 1989
Summa cum Laude Administration, Accounting and Economics
Invesco Ltd. February 2008 - Present
Invesco Aim 1999 - 2008
Invesco Aim 1994 - 1999
Invesco Aim 1992 - 1994
Invesco Aim 1990 - 1992
Skills
Mutual Funds, Fund Accounting, Risk Management, Due Diligence, Financial Analysis, Financial Reporting, Strategic Planning, Board Relations, Strategic Financial..., Department Budgeting, Performance Management, Tax Accounting, Treasury Management, Program Management, Expense Management, Treasury Services
Education
Brock University 1986 — 1989
Summa cum Laude Administration, Accounting and Economics
John Saxton, CFA's Invesco Ltd. Experience December 2009 - Present
Job Vice President at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. December 2009 - Present
Lazard Asset Management January 2007 - January 2011
Adobe Ranch Corp. 2007 - 2010
Nationwide Financial January 2001 - January 2007
Jackson National Life June 1996 - December 2000
Education
California State University-Northridge 1988 — 1993
Finance, Accounting and Finance
Invesco Ltd. December 2009 - Present
Lazard Asset Management January 2007 - January 2011
Adobe Ranch Corp. 2007 - 2010
Nationwide Financial January 2001 - January 2007
Jackson National Life June 1996 - December 2000
Education
California State University-Northridge 1988 — 1993
Finance, Accounting and Finance
Amy Murphy Carroll's Invesco Ltd. Experience January 2010 - June 2011
Job Special Assistant to the President at Norwalk Community College
Industry Financial Services
Experience
Norwalk Community College September 2014 - Present
GE Asset Management January 2014 - August 2014
Gates Capital Corporation February 2013 - December 2013
Invesco Ltd. January 2010 - June 2011
Morgan Stanley/Van Kampen May 1995 - December 2009
Donaldson, Lufkin & Jenrette August 1987 - January 1995
Skills
Financial Analysis
Education
Cornell University
BS, Industrial and Labor Relations
University of Pennsylvania - The Wharton School
MBA, Finance, General
Norwalk Community College September 2014 - Present
GE Asset Management January 2014 - August 2014
Gates Capital Corporation February 2013 - December 2013
Invesco Ltd. January 2010 - June 2011
Morgan Stanley/Van Kampen May 1995 - December 2009
Donaldson, Lufkin & Jenrette August 1987 - January 1995
Skills
Financial Analysis
Education
Cornell University
BS, Industrial and Labor Relations
University of Pennsylvania - The Wharton School
MBA, Finance, General
Scott Goldsmith's Invesco Ltd. Experience April 2007 - May 2009
Job High Yield Credit Analyst at HSBC Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management March 2013 - Present
WCAS Fraser Sullivan September 2011 - June 2012
Lehman Brothers Estate May 2010 - September 2011
MF Global November 2009 - May 2010
Invesco Ltd. April 2007 - May 2009
ING Investment Management September 2003 - April 2007
Lehman Brothers June 2000 - September 2003
Skills
High Yield, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Bloomberg, Equities, Valuation, Private Equity, Asset Managment, Credit Derivatives, Leveraged Finance, Portfolio Management, Investment Banking, Buy-side, Financial Modeling, Bonds, Structured Finance, Credit Analysis, LBO
Education
Colgate University 1995 — 1999
BA, Economics
HSBC Global Asset Management March 2013 - Present
WCAS Fraser Sullivan September 2011 - June 2012
Lehman Brothers Estate May 2010 - September 2011
MF Global November 2009 - May 2010
Invesco Ltd. April 2007 - May 2009
ING Investment Management September 2003 - April 2007
Lehman Brothers June 2000 - September 2003
Skills
High Yield, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Bloomberg, Equities, Valuation, Private Equity, Asset Managment, Credit Derivatives, Leveraged Finance, Portfolio Management, Investment Banking, Buy-side, Financial Modeling, Bonds, Structured Finance, Credit Analysis, LBO
Education
Colgate University 1995 — 1999
BA, Economics
Jason Bakke's Invesco Ltd. Experience September 1993 - September 2009
Job LAN Administrator at Western Union
Industry Information Technology and Services
Experience
Western Union July 2010 - Present
Invesco Ltd. September 1993 - September 2009
Education
Colorado State University 1991 — 1993
Occupational Therapy
Metropolitan State University of Denver 1989 — 1991
Hospitality Management
Western Union July 2010 - Present
Invesco Ltd. September 1993 - September 2009
Education
Colorado State University 1991 — 1993
Occupational Therapy
Metropolitan State University of Denver 1989 — 1991
Hospitality Management
Libby Moise's Invesco Ltd. Experience April 2010 - January 2012
Job Finance Operations at Invesco
Industry Accounting
Experience
Invesco January 2012 - Present
Invesco Ltd. April 2010 - January 2012
PricwaterhouseCoopers 2007 - 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Auditing, SEC filings, Internal Controls, GAAP, Financial Accounting, US GAAP, CPA, Microsoft Excel, External Audit
Education
Auburn University 2002 — 2007
Master of Accountancy
Invesco January 2012 - Present
Invesco Ltd. April 2010 - January 2012
PricwaterhouseCoopers 2007 - 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Auditing, SEC filings, Internal Controls, GAAP, Financial Accounting, US GAAP, CPA, Microsoft Excel, External Audit
Education
Auburn University 2002 — 2007
Master of Accountancy
Bixby O. Stewart's Invesco Ltd. Experience 2015 - Present
Job Fixed income research analyst
Industry Investment Management
Experience
Invesco Ltd. 2015 - Present
J.P. Morgan 2014 - 2015
DUMAC, LLC (Investment Manager for the Duke University Endowment) 2013 - 2013
Silver Point Capital 2009 - 2012
Skills
Financial Modeling, Valuation, Hedge Funds, Financial Analysis, Investments, Corporate Finance, Equities, Fixed Income, Private Equity, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Portfolio Management, Due Diligence, Investment Banking, Bonds, High Yield, Credit Analysis, Leveraged Finance, Business Valuation, Structured Finance
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Dual Concentration in Finance (Corporate and Investment)
Appalachian State University 2005 — 2009
Bachelor of Science in Business Administration, Finance and Banking, Magna Cum Laude
Invesco Ltd. 2015 - Present
J.P. Morgan 2014 - 2015
DUMAC, LLC (Investment Manager for the Duke University Endowment) 2013 - 2013
Silver Point Capital 2009 - 2012
Skills
Financial Modeling, Valuation, Hedge Funds, Financial Analysis, Investments, Corporate Finance, Equities, Fixed Income, Private Equity, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Portfolio Management, Due Diligence, Investment Banking, Bonds, High Yield, Credit Analysis, Leveraged Finance, Business Valuation, Structured Finance
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Dual Concentration in Finance (Corporate and Investment)
Appalachian State University 2005 — 2009
Bachelor of Science in Business Administration, Finance and Banking, Magna Cum Laude
VERONICA MATHEWS's Invesco Ltd. Experience April 2013 - Present
Job Senior Fund Treasury Analyst at Invesco, Ltd
Industry Financial Services
Experience
Invesco Ltd. April 2013 - Present
Invesco Ltd. 2005 - 2013
Invesco Ltd. 2003 - 2005
Skills
Financial Analysis, Account Reconciliation, Accounting, Fund Accounting, Asset Management, General Ledger, Mutual Funds, GAAP, Financial Statements, Microsoft Office, Financial Reporting, Financial Accounting
Education
University of Houston 2000 — 2003
Bachelor of Business Administration (BBA), Accounting
Brazosport College 1997 — 2000
Associate's degree, General Studies
Invesco Ltd. April 2013 - Present
Invesco Ltd. 2005 - 2013
Invesco Ltd. 2003 - 2005
Skills
Financial Analysis, Account Reconciliation, Accounting, Fund Accounting, Asset Management, General Ledger, Mutual Funds, GAAP, Financial Statements, Microsoft Office, Financial Reporting, Financial Accounting
Education
University of Houston 2000 — 2003
Bachelor of Business Administration (BBA), Accounting
Brazosport College 1997 — 2000
Associate's degree, General Studies
Brian Perch's Invesco Ltd. Experience August 2014 - Present
Job Senior Software Architect at Invesco Ltd.
Industry Information Technology and Services
Experience
Invesco Ltd. August 2014 - Present
CareNow March 2014 - August 2014
Robert Half Technology September 2013 - March 2014
ISN March 2013 - September 2013
Invesco Ltd. March 2001 - March 2013
Parsons Brinckerhoff June 1997 - February 2001
U.S. Computer Corporation August 1995 - June 1997
MRC Mortgage, Inc. June 1994 - June 1995
Mitch Data Systems January 1994 - June 1994
Skills
.NET, SQL, Technical Leadership, Communication Skills, Visual Studio, Microsoft Office, Software Design, Software Development, Problem Solving, Leading Meetings, Business Communications, Workflow, ASP.NET, VB.NET, XML, HTML, Win CVS, Source Safe, WPF Development, MVVM, Prism, Project Management, WPF, C#, TFS, VSS, Databases
Education
Clemson University 1990 — 1993
Bachelor of Science Degree, Computer Science
Invesco Ltd. August 2014 - Present
CareNow March 2014 - August 2014
Robert Half Technology September 2013 - March 2014
ISN March 2013 - September 2013
Invesco Ltd. March 2001 - March 2013
Parsons Brinckerhoff June 1997 - February 2001
U.S. Computer Corporation August 1995 - June 1997
MRC Mortgage, Inc. June 1994 - June 1995
Mitch Data Systems January 1994 - June 1994
Skills
.NET, SQL, Technical Leadership, Communication Skills, Visual Studio, Microsoft Office, Software Design, Software Development, Problem Solving, Leading Meetings, Business Communications, Workflow, ASP.NET, VB.NET, XML, HTML, Win CVS, Source Safe, WPF Development, MVVM, Prism, Project Management, WPF, C#, TFS, VSS, Databases
Education
Clemson University 1990 — 1993
Bachelor of Science Degree, Computer Science
Kimberly Miranda's Invesco Ltd. Experience June 1992 - Present
Job Operations Supervisor at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. June 1992 - Present
Education
Colorado Christian University 2007 — 2012
Bachelor of Science in Business Administration
Invesco Ltd. June 1992 - Present
Education
Colorado Christian University 2007 — 2012
Bachelor of Science in Business Administration
Valery Jean-Phillippe's Invesco Ltd. Experience January 2002 - June 2006
Job Account Manager at Equinoxe Alternative Investment Services
Industry Financial Services
Experience
Equinoxe Alternative Investment Services May 2010 - Present
Atlanta Capital Management September 2006 - March 2009
Invesco Ltd. January 2002 - June 2006
Skills
Fund Administration, Hedge Funds, Mutual Funds, Portfolio Management, Fund Accounting, Financial Reporting, Financial Analysis, Investments, Bloomberg, Alternative Investments, Equities, Asset Management, Fund Of Funds, Fixed Income
Education
City University of New York-Hunter College 1987 — 1993
Bachelor, Accounting
Equinoxe Alternative Investment Services May 2010 - Present
Atlanta Capital Management September 2006 - March 2009
Invesco Ltd. January 2002 - June 2006
Skills
Fund Administration, Hedge Funds, Mutual Funds, Portfolio Management, Fund Accounting, Financial Reporting, Financial Analysis, Investments, Bloomberg, Alternative Investments, Equities, Asset Management, Fund Of Funds, Fixed Income
Education
City University of New York-Hunter College 1987 — 1993
Bachelor, Accounting
Frank J. Keeler's Invesco Ltd. Experience 1987 - 2004
Job Managing Partner at Klimek Advisors
Industry Investment Management
Experience
Klimek Advisors February 2012 - Present
Keeler Consulting International January 2004 - February 2012
Invesco Ltd. 1987 - 2004
Brown Brothers Harriman & Co. December 1975 - June 1987
Skills
Alternative Investments, Investment Management, Hedge Funds, Asset Allocation, Asset Managment, Mutual Funds, Asset Management, Investment Strategies, Institutional..., Fund Of Funds, CRM, Separately Managed..., Equities, ETFs, Emerging Markets
Education
Beloit College 1961 — 1965
B. A., Economics & Sociology
Klimek Advisors February 2012 - Present
Keeler Consulting International January 2004 - February 2012
Invesco Ltd. 1987 - 2004
Brown Brothers Harriman & Co. December 1975 - June 1987
Skills
Alternative Investments, Investment Management, Hedge Funds, Asset Allocation, Asset Managment, Mutual Funds, Asset Management, Investment Strategies, Institutional..., Fund Of Funds, CRM, Separately Managed..., Equities, ETFs, Emerging Markets
Education
Beloit College 1961 — 1965
B. A., Economics & Sociology
William Pottle's Invesco Ltd. Experience March 2013 - Present
Job Senior Analyst at Invesco Ltd.
Industry Accounting
Experience
Invesco Ltd. March 2013 - Present
Invesco Ltd. June 2010 - February 2013
Deloitte & Touche LLP March 2007 - May 2010
Deloitte & Touche LLP September 2005 - February 2007
WEGL Auburn University Radio Station September 2002 - September 2004
Skills
Auditing, Finance, Financial Audits, Budgets, CPA, Financial Statements, Valuation, Access, Analysis, Microsoft Excel, Sarbanes-Oxley, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, US GAAP, Financial Analysis, Accounting, SEC filings, Financial Accounting, Financial Modeling, Internal Audit
Education
Auburn University 2004 — 2005
Master of Accountancy, MAc; Accounting
Auburn University 2000 — 2004
Bachelor of Science in Accounting, Accountancy
Dale Carnegie
Invesco Ltd. March 2013 - Present
Invesco Ltd. June 2010 - February 2013
Deloitte & Touche LLP March 2007 - May 2010
Deloitte & Touche LLP September 2005 - February 2007
WEGL Auburn University Radio Station September 2002 - September 2004
Skills
Auditing, Finance, Financial Audits, Budgets, CPA, Financial Statements, Valuation, Access, Analysis, Microsoft Excel, Sarbanes-Oxley, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, US GAAP, Financial Analysis, Accounting, SEC filings, Financial Accounting, Financial Modeling, Internal Audit
Education
Auburn University 2004 — 2005
Master of Accountancy, MAc; Accounting
Auburn University 2000 — 2004
Bachelor of Science in Accounting, Accountancy
Dale Carnegie
Darin Turner's Invesco Ltd. Experience February 2005 - Present
Job Managing Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. February 2005 - Present
ORIX May 2003 - February 2005
Skills
Asset Management, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance
The University of Texas at Arlington - College of Business 2003 — 2004
MS, Real Estate
Baylor University - Hankamer School of Business 1998 — 2002
BS, Finance, Real Estate
Invesco Ltd. February 2005 - Present
ORIX May 2003 - February 2005
Skills
Asset Management, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance
The University of Texas at Arlington - College of Business 2003 — 2004
MS, Real Estate
Baylor University - Hankamer School of Business 1998 — 2002
BS, Finance, Real Estate
Rob Kuster's Invesco Ltd. Experience ManagerIAS Services LLC2013 - Present
Job Head of Structured Securities Research at Invesco Ltd.
Industry Investment Management
Experience
Invesco Mortgage Capital Inc. (NYSE:IVR) March 2011 - Present
Invesco Ltd. ManagerIAS Services LLC2013 - Present
Skills
Alternative Investments, Asset Management, Fixed Income, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Securities, Financial Analysis
Education
DePaul University
Master of Business Administration (MBA), Finance, General
Cornell College 1991 — 1995
Invesco Mortgage Capital Inc. (NYSE:IVR) March 2011 - Present
Invesco Ltd. ManagerIAS Services LLC2013 - Present
Skills
Alternative Investments, Asset Management, Fixed Income, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Securities, Financial Analysis
Education
DePaul University
Master of Business Administration (MBA), Finance, General
Cornell College 1991 — 1995
W. McKinney Holland's Invesco Ltd. Experience December 2011 - June 2013
Job Accountant II External Financial Reporting/Consolidations
Industry Accounting
Experience
Equifax June 2013 - Present
Invesco Ltd. December 2011 - June 2013
Atlantic Trust Private Wealth Management April 2011 - December 2011
Wipro BPO March 2010 - April 2011
Clemson University September 2008 - December 2009
Skills
Accounting, General Ledger, Accounts Receivable, Analysis, Microsoft Office, Account Reconciliation, Variance Analysis
Education
Clemson University 2007 — 2009
B.S., Accounting
Equifax June 2013 - Present
Invesco Ltd. December 2011 - June 2013
Atlantic Trust Private Wealth Management April 2011 - December 2011
Wipro BPO March 2010 - April 2011
Clemson University September 2008 - December 2009
Skills
Accounting, General Ledger, Accounts Receivable, Analysis, Microsoft Office, Account Reconciliation, Variance Analysis
Education
Clemson University 2007 — 2009
B.S., Accounting
Jason Stepanik, CIMA's Invesco Ltd. Experience November 1999 - September 2013
Job Regional Director at Delaware Investments
Industry Financial Services
Experience
Delaware Investments September 2013 - Present
Invesco Ltd. November 1999 - September 2013
Ameriprise Financial Services, Inc. May 1997 - November 1999
Skills
Mutual Funds, ETFs, Series 63, Alternative Investments, Series 7, SMA's
Education
Baylor University
BBA, Economics, Statistics
Delaware Investments September 2013 - Present
Invesco Ltd. November 1999 - September 2013
Ameriprise Financial Services, Inc. May 1997 - November 1999
Skills
Mutual Funds, ETFs, Series 63, Alternative Investments, Series 7, SMA's
Education
Baylor University
BBA, Economics, Statistics
Lee Cheung's Invesco Ltd. Experience July 2010 - Present
Job Marketing Tools and Analytics Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. July 2010 - Present
Morgan Stanley Investment Management May 2006 - June 2010
UBS Wealth Management January 2006 - May 2006
UBS Wealth Management July 2001 - January 2006
Paine Webber July 1999 - July 2001
Skills
Series 7, Vendor Management, Series 63, Cantonese
Education
Brown University 1995 — 1999
BA, International Relations
Invesco Ltd. July 2010 - Present
Morgan Stanley Investment Management May 2006 - June 2010
UBS Wealth Management January 2006 - May 2006
UBS Wealth Management July 2001 - January 2006
Paine Webber July 1999 - July 2001
Skills
Series 7, Vendor Management, Series 63, Cantonese
Education
Brown University 1995 — 1999
BA, International Relations
Laurie Reinhold's Invesco Ltd. Experience 2008 - Present
Job Asset Management Coordinator at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. 2008 - Present
Skills
Kardin Budgeting..., Yardi, Microsoft Office
Education
Amberton University 2006 — 2008
Bachelors, Business
Invesco Ltd. 2008 - Present
Skills
Kardin Budgeting..., Yardi, Microsoft Office
Education
Amberton University 2006 — 2008
Bachelors, Business
Bianca Guadagnoli's Invesco Ltd. Experience May 2011 - March 2012
Job Experienced Trade Settlement and Pricing Analyst
Industry Financial Services
Experience
Stay at home mom March 2012 - Present
Invesco Ltd. May 2011 - March 2012
Thornburg Investment Management March 2008 - January 2011
OppenheimerFunds July 2005 - February 2008
Skills
Investments, Equities, Fixed Income, Asset Management, Banking, Portfolio Management, Sales, Loans, Strategy, Trading, Due Diligence, Valuation, Customer Service
Education
Colorado State University 2001 — 2005
BS, Finance and Marketing
Stay at home mom March 2012 - Present
Invesco Ltd. May 2011 - March 2012
Thornburg Investment Management March 2008 - January 2011
OppenheimerFunds July 2005 - February 2008
Skills
Investments, Equities, Fixed Income, Asset Management, Banking, Portfolio Management, Sales, Loans, Strategy, Trading, Due Diligence, Valuation, Customer Service
Education
Colorado State University 2001 — 2005
BS, Finance and Marketing
roger maurer's Invesco Ltd. Experience January 1984 - May 1996
Job President at Maurer & Associates Capital Management
Industry Investment Management
Experience
Maurer & Associates Capital Management May 1996 - Present
maurer & assoc. capital mgmt. 1967 - Present
Invesco Ltd. January 1984 - May 1996
INVESCO/AMVESCAP 1984 - 1996
First Bank Syst. now USBancorp 1974 - 1984
Skills
Investments, Mutual Funds, Equities, Alternative Investments, Asset Management, Hedge Funds, Investment Management, Investment Strategies, Asset Allocation
Education
University of Denver - Daniels College of Business 1966 — 1968
MSBA, Economics, Finance
Northwestern University 1965 — 1966
Claremont McKenna College 1961 — 1965
ba
Maurer & Associates Capital Management May 1996 - Present
maurer & assoc. capital mgmt. 1967 - Present
Invesco Ltd. January 1984 - May 1996
INVESCO/AMVESCAP 1984 - 1996
First Bank Syst. now USBancorp 1974 - 1984
Skills
Investments, Mutual Funds, Equities, Alternative Investments, Asset Management, Hedge Funds, Investment Management, Investment Strategies, Asset Allocation
Education
University of Denver - Daniels College of Business 1966 — 1968
MSBA, Economics, Finance
Northwestern University 1965 — 1966
Claremont McKenna College 1961 — 1965
ba
Tom Monks's Invesco Ltd. Experience January 2004 - Present
Job Regional Vice President at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. January 2004 - Present
Education
Arizona State University 1991 — 1995
BS Finance, Finance
Invesco Ltd. January 2004 - Present
Education
Arizona State University 1991 — 1995
BS Finance, Finance
Kenisha Henry-Figueroa, MBA's Invesco Ltd. Experience 2002 - 2004
Job Banking and Mangement Experience
Industry Banking
Experience
Invesco Ltd. 2002 - 2004
SunTrust Bank 2000 - 2001
Skills
Investments, Portfolio Management, Retirement
Education
Ashford University 2010 — 2011
Invesco Ltd. 2002 - 2004
SunTrust Bank 2000 - 2001
Skills
Investments, Portfolio Management, Retirement
Education
Ashford University 2010 — 2011
Scott Kruger's Invesco Ltd. Experience November 2008 - Present
Job Head of Portfolio Analytics at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. November 2008 - Present
AIG July 1999 - November 2008
Education
Ball State University 1990 — 1994
BA, Accounting, Finance
Invesco Ltd. November 2008 - Present
AIG July 1999 - November 2008
Education
Ball State University 1990 — 1994
BA, Accounting, Finance
Randall Sims, CFA's Invesco Ltd. Experience May 1992 - May 2006
Job Owner, Master Restorations Ltd.
Industry Investment Management
Experience
Master Restorations Ltd. April 2014 - Present
TDC Family Trust September 2012 - October 2013
QIC September 2009 - July 2012
QIC February 2006 - September 2009
Wachovia, A Wells Fargo Company May 2005 - June 2006
Invesco Ltd. May 1992 - May 2006
Skills
Asset Managment, Investment Strategies, Portfolio Management, Investments, Equities, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Financial Modeling, Valuation, Investment Management, Private Equity, Financial Analysis, Hedge Funds, Due Diligence, Risk Management, Strategic Financial..., Investment Banking, Financial Risk
Education
University of Colorado at Denver 1994 — 1996
MS, Finance, Statistics
Colorado State University 1988 — 1991
BS, Finance
Master Restorations Ltd. April 2014 - Present
TDC Family Trust September 2012 - October 2013
QIC September 2009 - July 2012
QIC February 2006 - September 2009
Wachovia, A Wells Fargo Company May 2005 - June 2006
Invesco Ltd. May 1992 - May 2006
Skills
Asset Managment, Investment Strategies, Portfolio Management, Investments, Equities, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Financial Modeling, Valuation, Investment Management, Private Equity, Financial Analysis, Hedge Funds, Due Diligence, Risk Management, Strategic Financial..., Investment Banking, Financial Risk
Education
University of Colorado at Denver 1994 — 1996
MS, Finance, Statistics
Colorado State University 1988 — 1991
BS, Finance
Debra Lundy's Invesco Ltd. Experience April 2006 - Present
Job Procurement Analyst at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. April 2006 - Present
Duke Energy Corporation April 1987 - May 2003
Education
Brazosport College 1977 — 1979
Associate of Arts and Sciences (AAS), Office Education
Invesco Ltd. April 2006 - Present
Duke Energy Corporation April 1987 - May 2003
Education
Brazosport College 1977 — 1979
Associate of Arts and Sciences (AAS), Office Education
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group