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
Michelle Ngome Networking Coach Michelle Ngome Networking Coach's Invesco Ltd. Experience September 2011 - September 2013
Job Speaker | Podcast Host of Networking With Michelle
Industry Marketing and Advertising
Experience
Line 25 Consulting August 2013 - Present
National Black MBA Association, Houston January 2013 - Present
AfterWork Connections October 2012 - September 2013
Invesco Ltd. September 2011 - September 2013
JPMorgan Chase & Co. February 2008 - January 2011
NUP PR January 2005 - December 2008
Skills
Marketing, Publicity, Series 6, Banking, Investments, Credit, Budgets, Finance, Customer Service, Microsoft Excel, Loans, Customer Satisfaction, Management, Financial Analysis, Training, Sales, Business Development, Analysis, Public Speaking, Leadership, Small Business, Financial Reporting, Auditing, Strategic Planning, Internal Audit, Call Centers, New Business Development, Business Strategy, Team Building, Sales Management, Business, Strategy, Social Media, Access, Marketing Strategy, Retail, Public Relations, Newsletters, Market Planning, Selling, Business Planning, SEO, PPC, Brand Development, Facebook, Start-ups, Social Media Marketing, Team Leadership, Google Analytics, Email Marketing
Education
Full Sail University 2012 — 2013
Masters, Internet Marketing
University of Houston-Victoria 2008 — 2011
BBA, Finance
Line 25 Consulting August 2013 - Present
National Black MBA Association, Houston January 2013 - Present
AfterWork Connections October 2012 - September 2013
Invesco Ltd. September 2011 - September 2013
JPMorgan Chase & Co. February 2008 - January 2011
NUP PR January 2005 - December 2008
Skills
Marketing, Publicity, Series 6, Banking, Investments, Credit, Budgets, Finance, Customer Service, Microsoft Excel, Loans, Customer Satisfaction, Management, Financial Analysis, Training, Sales, Business Development, Analysis, Public Speaking, Leadership, Small Business, Financial Reporting, Auditing, Strategic Planning, Internal Audit, Call Centers, New Business Development, Business Strategy, Team Building, Sales Management, Business, Strategy, Social Media, Access, Marketing Strategy, Retail, Public Relations, Newsletters, Market Planning, Selling, Business Planning, SEO, PPC, Brand Development, Facebook, Start-ups, Social Media Marketing, Team Leadership, Google Analytics, Email Marketing
Education
Full Sail University 2012 — 2013
Masters, Internet Marketing
University of Houston-Victoria 2008 — 2011
BBA, Finance
Elyse Williamson Elyse Williamson's Invesco Ltd. Experience June 2010 - Present
Job Assistant Manager of Corporate Meetings and Events at Invesco Ltd.
Industry Hospitality
Experience
Invesco Ltd. June 2010 - Present
Captain Planet Foundation September 2009 - Present
Georgia State University February 2008 - Present
Bibb County Board of Education September 2005 - August 2008
Georgia State University September 2007 - May 2008
Education
Georgia State University 2006 — 2010
Bachelor, Hospitality Admin
Invesco Ltd. June 2010 - Present
Captain Planet Foundation September 2009 - Present
Georgia State University February 2008 - Present
Bibb County Board of Education September 2005 - August 2008
Georgia State University September 2007 - May 2008
Education
Georgia State University 2006 — 2010
Bachelor, Hospitality Admin
Bhavdip Javia Bhavdip Javia's Invesco Ltd. Experience May 2011 - December 2011
Job Senior Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte & Touche, LLP November 2014 - Present
EY January 2014 - November 2014
Georgia State University January 2013 - December 2013
ING U.S. August 2012 - December 2012
ING Investment Management April 2012 - July 2012
Ernst & Young January 2012 - March 2012
Invesco Ltd. May 2011 - December 2011
Ameriprise Financial January 2011 - May 2011
Subway Restaurant June 2006 - September 2010
American Cancer Society February 2010 - August 2010
Skills
Accounting, Financial Reporting, Financial Analysis, GAAP, QuickBooks, Microsoft Excel, Tax, Financial Accounting, Auditing, General Ledger, Account Reconciliation, Microsoft Office, External Audit, Corporate Finance, Financial Statements
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2012
Bachelor of Business Administration
Georgia State University - J. Mack Robinson College of Business
Master of Professional Accountancy
Deloitte & Touche, LLP November 2014 - Present
EY January 2014 - November 2014
Georgia State University January 2013 - December 2013
ING U.S. August 2012 - December 2012
ING Investment Management April 2012 - July 2012
Ernst & Young January 2012 - March 2012
Invesco Ltd. May 2011 - December 2011
Ameriprise Financial January 2011 - May 2011
Subway Restaurant June 2006 - September 2010
American Cancer Society February 2010 - August 2010
Skills
Accounting, Financial Reporting, Financial Analysis, GAAP, QuickBooks, Microsoft Excel, Tax, Financial Accounting, Auditing, General Ledger, Account Reconciliation, Microsoft Office, External Audit, Corporate Finance, Financial Statements
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2012
Bachelor of Business Administration
Georgia State University - J. Mack Robinson College of Business
Master of Professional Accountancy
Pete Mishos, CIMA® Pete Mishos, CIMA®'s Invesco Ltd. Experience June 2010 - Present
Job Executive Director, National Account Director at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Van Kampen Investments May 2006 - June 2010
Van Kampen Investments June 2003 - May 2006
Van Kampen Investments January 2001 - June 2003
Van Kampen Unit Trust August 1997 - January 2001
Skills
Series 7, Series 65, Series 24, Separately Managed..., ETFs, Alternative Investments, Unit Investment Trusts
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2003
M.B.A., Finance
Illinois State University 1993 — 1997
B.S., Finance
Invesco Ltd. June 2010 - Present
Van Kampen Investments May 2006 - June 2010
Van Kampen Investments June 2003 - May 2006
Van Kampen Investments January 2001 - June 2003
Van Kampen Unit Trust August 1997 - January 2001
Skills
Series 7, Series 65, Series 24, Separately Managed..., ETFs, Alternative Investments, Unit Investment Trusts
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2003
M.B.A., Finance
Illinois State University 1993 — 1997
B.S., Finance
Arjun Sawhney's Invesco Ltd. Experience May 2010 - July 2010
Job Analyst at Carter's | OshKosh B'gosh
Industry Management Consulting
Experience
Carter's OshKosh B'gosh May 2013 - Present
Wastewear 2013 - Present
Diversified Trust June 2012 - May 2013
The Hackett Group July 2010 - July 2012
Invesco Ltd. May 2010 - July 2010
Emory University January 2008 - July 2010
Courtroom Connects August 2009 - February 2010
Emory University 2008-2009 August 2008 - August 2009
Northwest Mutual Financial Network May 2009 - July 2009
The Emory Wheel, Emory University January 2008 - January 2009
Skills
Data Analysis, Project Management, Market Research, Research, Excel models, Entrepreneurship, Investors, E-commerce, Start-ups, Retail
Education
Emory University 2006 — 2010
Bachelor of Arts, Economics, Sociology
Carter's OshKosh B'gosh May 2013 - Present
Wastewear 2013 - Present
Diversified Trust June 2012 - May 2013
The Hackett Group July 2010 - July 2012
Invesco Ltd. May 2010 - July 2010
Emory University January 2008 - July 2010
Courtroom Connects August 2009 - February 2010
Emory University 2008-2009 August 2008 - August 2009
Northwest Mutual Financial Network May 2009 - July 2009
The Emory Wheel, Emory University January 2008 - January 2009
Skills
Data Analysis, Project Management, Market Research, Research, Excel models, Entrepreneurship, Investors, E-commerce, Start-ups, Retail
Education
Emory University 2006 — 2010
Bachelor of Arts, Economics, Sociology
Allen Beckham Allen Beckham's Invesco Ltd. Experience June 2011 - Present
Job Business/Strategy Analyst II at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. June 2011 - Present
Invesco Ltd. February 2008 - May 2011
Invesco Ltd. April 2006 - February 2008
Skills
Continuous Improvement, Operational Risk..., SharePoint, Bloomberg Terminal, Metrics Reporting, Microsoft Office, Microsoft Access..., Reuters 3000, Dreamweaver, Microsoft Publisher, XHTML, Project Management, InfoPath Forms, Cost Management, Business Continuity..., Operations Management, Performance Metrics, Leadership, Finance, Business Process, Analysis, Financial Analysis, Business Analysis, Equities
Education
East Texas Baptist University 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Invesco Ltd. June 2011 - Present
Invesco Ltd. February 2008 - May 2011
Invesco Ltd. April 2006 - February 2008
Skills
Continuous Improvement, Operational Risk..., SharePoint, Bloomberg Terminal, Metrics Reporting, Microsoft Office, Microsoft Access..., Reuters 3000, Dreamweaver, Microsoft Publisher, XHTML, Project Management, InfoPath Forms, Cost Management, Business Continuity..., Operations Management, Performance Metrics, Leadership, Finance, Business Process, Analysis, Financial Analysis, Business Analysis, Equities
Education
East Texas Baptist University 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Beverly Lovejoy, MBA Beverly Lovejoy, MBA's Invesco Ltd. Experience April 2004 - January 2008
Job
Industry Financial Services
Experience
RelayHealth February 2015 - Present
American Income Life Insurance Company September 2014 - January 2015
Robert Half Finance & Accounting July 2014 - September 2014
Dell Perot Systems June 2010 - July 2014
Georgia-Pacific LLC March 2010 - May 2010
Manheim September 2009 - December 2009
Deloitte Consulting January 2008 - March 2009
Invesco Ltd. April 2004 - January 2008
Invesco June 2000 - April 2004
INVESCO Capital Management 1998 - 2000
Skills
Forecasts/Budget..., Financial Management, KPI Performance Measures, Database Management, Contract Management, Portfolio Management, Managerial Finance, Financial Analysis, Database Admin, Business Process..., Budgets, Program Management, Forecasting, Analysis, Accounting, Access, Leadership, Data Analysis, Management, Process Improvement, Finance, Business Analysis
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
PMBA
Georgia State University 1995 — 2000
BBA
RelayHealth February 2015 - Present
American Income Life Insurance Company September 2014 - January 2015
Robert Half Finance & Accounting July 2014 - September 2014
Dell Perot Systems June 2010 - July 2014
Georgia-Pacific LLC March 2010 - May 2010
Manheim September 2009 - December 2009
Deloitte Consulting January 2008 - March 2009
Invesco Ltd. April 2004 - January 2008
Invesco June 2000 - April 2004
INVESCO Capital Management 1998 - 2000
Skills
Forecasts/Budget..., Financial Management, KPI Performance Measures, Database Management, Contract Management, Portfolio Management, Managerial Finance, Financial Analysis, Database Admin, Business Process..., Budgets, Program Management, Forecasting, Analysis, Accounting, Access, Leadership, Data Analysis, Management, Process Improvement, Finance, Business Analysis
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
PMBA
Georgia State University 1995 — 2000
BBA
Heather Librande Heather Librande's Invesco Ltd. Experience September 2006 - August 2009
Job Legislative Performance Auditor
Industry Public Policy
Experience
CO Office of the State Auditor November 2013 - August 2014
MiNE LLC April 2011 - June 2013
Colorado Governor's Policy Office September 2009 - May 2010
Invesco Ltd. September 2006 - August 2009
Skills
Project Management, Strategic Planning, Event Management, Project Planning, Financial Services, Analysis, Budgets, Strategic Communications, Management, Project Coordination, Data Analysis, Research, Public Policy, Policy
Education
University of Denver 2008 — 2010
Masters, Public Policy
Gonzaga University 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
CO Office of the State Auditor November 2013 - August 2014
MiNE LLC April 2011 - June 2013
Colorado Governor's Policy Office September 2009 - May 2010
Invesco Ltd. September 2006 - August 2009
Skills
Project Management, Strategic Planning, Event Management, Project Planning, Financial Services, Analysis, Budgets, Strategic Communications, Management, Project Coordination, Data Analysis, Research, Public Policy, Policy
Education
University of Denver 2008 — 2010
Masters, Public Policy
Gonzaga University 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
Kevin Shigley Kevin Shigley's Invesco Ltd. Experience October 2015 - Present
Job Head of Global Talent Acquisition at Invesco Ltd.
Industry Food & Beverages
Experience
Invesco Ltd. October 2015 - Present
The Coca-Cola Company April 2014 - August 2015
The Coca-Cola Company January 2010 - April 2014
The Coca-Cola Company March 2009 - December 2009
The Coca-Cola Company February 2007 - March 2009
The Coca-Cola Company June 2003 - February 2007
The Coca-Cola Company October 2000 - June 2003
Skills
Talent Acquisition, Talent Management, Recruiting, Human Resources, Change Management, Workforce Planning, Global Talent..., Talent Pipelining, Personnel Selection, Global Sourcing, Global Operations, International...
Education
University of Michigan 1991 — 1995
BA
Georgia State University 2003 — 2007
J.D.
Invesco Ltd. October 2015 - Present
The Coca-Cola Company April 2014 - August 2015
The Coca-Cola Company January 2010 - April 2014
The Coca-Cola Company March 2009 - December 2009
The Coca-Cola Company February 2007 - March 2009
The Coca-Cola Company June 2003 - February 2007
The Coca-Cola Company October 2000 - June 2003
Skills
Talent Acquisition, Talent Management, Recruiting, Human Resources, Change Management, Workforce Planning, Global Talent..., Talent Pipelining, Personnel Selection, Global Sourcing, Global Operations, International...
Education
University of Michigan 1991 — 1995
BA
Georgia State University 2003 — 2007
J.D.
Alex Borggren Alex Borggren's Invesco Ltd. Experience July 2012 - Present
Job Internal Wholesaler at Invesco
Industry Financial Services
Experience
Invesco Ltd. July 2012 - Present
Groupon August 2010 - June 2012
Skills
Series 7, Series 66
Education
DePauw University 2006 — 2010
Bachelor of Arts, Communications
Invesco Ltd. July 2012 - Present
Groupon August 2010 - June 2012
Skills
Series 7, Series 66
Education
DePauw University 2006 — 2010
Bachelor of Arts, Communications
JJ Williams's Invesco Ltd. Experience 2012 - 2013
Job Regional Sales Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments February 2013 - Present
Invesco Ltd. 2012 - 2013
The Mergis Group 2011 - 2012
Skills
Fixed Income, Middle Market Debt, ABS, Senior Loans, Credit, Equities, Mutual Funds, Series 7, Unit Investment Trusts, Closed-end Funds, Series 63
Education
Hobart and William Smith Colleges 2006 — 2010
St. Mark's School
Guggenheim Investments February 2013 - Present
Invesco Ltd. 2012 - 2013
The Mergis Group 2011 - 2012
Skills
Fixed Income, Middle Market Debt, ABS, Senior Loans, Credit, Equities, Mutual Funds, Series 7, Unit Investment Trusts, Closed-end Funds, Series 63
Education
Hobart and William Smith Colleges 2006 — 2010
St. Mark's School
Natalie Davis Natalie Davis's Invesco Ltd. Experience June 2011 - Present
Job Trade Operations Specialist at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. June 2011 - Present
Laffer Investments August 2010 - June 2011
Stone Tower Capital October 2006 - December 2008
Wachovia Bank September 2005 - October 2006
Skills
Account Reconciliation
Education
Haslam College of Business at the University of Tennessee 2001 — 2005
BS, Finance
Invesco Ltd. June 2011 - Present
Laffer Investments August 2010 - June 2011
Stone Tower Capital October 2006 - December 2008
Wachovia Bank September 2005 - October 2006
Skills
Account Reconciliation
Education
Haslam College of Business at the University of Tennessee 2001 — 2005
BS, Finance
James Marelli James Marelli's Invesco Ltd. Experience June 2014 - August 2014
Job Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte June 2014 - Present
Deloitte August 2014 - November 2014
Invesco Ltd. June 2014 - August 2014
Sentergroup, Inc. October 2013 - June 2014
Skills
Microsoft Office, QuickBooks, Financial Accounting, Financial Statements, Accounting, Account Reconciliation, Accounts Payable, Financial Reporting, Accounts Receivable, Auditing
Education
DePaul University 2012 — 2014
Bachelor of Science (BS), Accounting
Deloitte June 2014 - Present
Deloitte August 2014 - November 2014
Invesco Ltd. June 2014 - August 2014
Sentergroup, Inc. October 2013 - June 2014
Skills
Microsoft Office, QuickBooks, Financial Accounting, Financial Statements, Accounting, Account Reconciliation, Accounts Payable, Financial Reporting, Accounts Receivable, Auditing
Education
DePaul University 2012 — 2014
Bachelor of Science (BS), Accounting
Sterling Clemons, Esq. Sterling Clemons, Esq.'s Invesco Ltd. Experience 2003 - 2007
Job Wealth, Tax and Succession Planning Counsel
Industry Law Practice
Experience
Raymond James Financial, Inc. 2008 - 2009
Invesco Ltd. 2003 - 2007
Prudential Financial, Inc. 2001 - 2003
Prudential Financial, Inc. 2000 - 2001
Thomson Reuters 1998 - 2000
Skills
Investments, Mutual Funds, Asset Management
Education
Stetson University College of Law 2007 — 2010
Doctor of Law (J.D.)
Georgia State University 1996 — 1998
Master of Business Economics
Morehouse College 1988 — 1993
B.A. in Economics
Raymond James Financial, Inc. 2008 - 2009
Invesco Ltd. 2003 - 2007
Prudential Financial, Inc. 2001 - 2003
Prudential Financial, Inc. 2000 - 2001
Thomson Reuters 1998 - 2000
Skills
Investments, Mutual Funds, Asset Management
Education
Stetson University College of Law 2007 — 2010
Doctor of Law (J.D.)
Georgia State University 1996 — 1998
Master of Business Economics
Morehouse College 1988 — 1993
B.A. in Economics
Mark Wichrowski's Invesco Ltd. Experience March 2015 - Present
Job Client Associate at Invesco Ltd.
Industry
Experience
Invesco Ltd. March 2015 - Present
Cramer & Rauchegger Inc. September 2013 - March 2015
Roland George Investments Program August 2012 - May 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Bloomberg Terminal, Morningstar, Stock Research, Event Management
Education
Stetson University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Florida State University - College of Business 2009 — 2010
Finance, General
Bishop Moore high school
Invesco Ltd. March 2015 - Present
Cramer & Rauchegger Inc. September 2013 - March 2015
Roland George Investments Program August 2012 - May 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Bloomberg Terminal, Morningstar, Stock Research, Event Management
Education
Stetson University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Florida State University - College of Business 2009 — 2010
Finance, General
Bishop Moore high school
Eric Jahnke Eric Jahnke's Invesco Ltd. Experience June 2015 - Present
Job Sr Compensation Analyst at Invesco
Industry Human Resources
Experience
Invesco Ltd. June 2015 - Present
NCR Corporation September 2014 - June 2015
NCR Corporation October 2012 - September 2014
Sony Mobile Communications June 2011 - October 2012
Georgia Ports Authority July 2010 - August 2010
Elkay Manufacturing December 2009 - January 2010
Skills
Onboarding, SAP HR, Microsoft Office, Employee Relations, Policy, HRIS, Compensation, Deferred Compensation, Employee Benefits, Recruiting, PeopleSoft, Talent Acquisition, Talent Management, Succession Planning, Human Resources, Workforce Planning, Employee Engagement, Performance Management, Organizational..., HR Policies, Employee Training, Vendor Management, College Recruiting, Leadership, Employment Law, Process Improvement, Change Management, HR Consulting, Coaching, Employer Branding, Conflict Resolution, Sourcing, Benefits Administration, Management, Interviews, Leadership Development, Technical Recruiting, Organizational..., Training, Applicant Tracking..., Personnel Management, Screening, Payroll, Temporary Placement, Labor Relations, Organizational Design, HR Transformation, New Hire Orientations, Internet Recruiting
Education
Georgia Southern University 2008 — 2011
BBA, Managment emphasis in Human Resource
Invesco Ltd. June 2015 - Present
NCR Corporation September 2014 - June 2015
NCR Corporation October 2012 - September 2014
Sony Mobile Communications June 2011 - October 2012
Georgia Ports Authority July 2010 - August 2010
Elkay Manufacturing December 2009 - January 2010
Skills
Onboarding, SAP HR, Microsoft Office, Employee Relations, Policy, HRIS, Compensation, Deferred Compensation, Employee Benefits, Recruiting, PeopleSoft, Talent Acquisition, Talent Management, Succession Planning, Human Resources, Workforce Planning, Employee Engagement, Performance Management, Organizational..., HR Policies, Employee Training, Vendor Management, College Recruiting, Leadership, Employment Law, Process Improvement, Change Management, HR Consulting, Coaching, Employer Branding, Conflict Resolution, Sourcing, Benefits Administration, Management, Interviews, Leadership Development, Technical Recruiting, Organizational..., Training, Applicant Tracking..., Personnel Management, Screening, Payroll, Temporary Placement, Labor Relations, Organizational Design, HR Transformation, New Hire Orientations, Internet Recruiting
Education
Georgia Southern University 2008 — 2011
BBA, Managment emphasis in Human Resource
Abiola Idriss Alabi, CIA, CFE Abiola Idriss Alabi, CIA, CFE's Invesco Ltd. Experience January 2012 - May 2012
Job Accountant at Turner Broadcasting
Industry Accounting
Experience
Turner Broadcasting May 2012 - January 2015
Crawford & Company 2015 - 2015
Crawford & Company 2015 - 2015
Crawford & Company 2015 - 2015
Crawford & Company 2015 - 2015
Invesco Ltd. January 2012 - May 2012
Nordson Corporation December 2010 - December 2010
La Poste Du Benin July 2009 - August 2009
BARIKA Fabric Shop May 2002 - August 2003
Skills
Microsoft Office, French, Oracle Discoverer, Yoruba, Blackline, PeopleSoft, Hyperion, Essbase
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Post baccalaureate Courses, Accounting and Finance, Cum Laude
Southern Illinois University, Carbondale 2005 — 2009
Bachelor of Science (BS), Accounting, Cum Laude
Turner Broadcasting May 2012 - January 2015
Crawford & Company 2015 - 2015
Crawford & Company 2015 - 2015
Crawford & Company 2015 - 2015
Crawford & Company 2015 - 2015
Invesco Ltd. January 2012 - May 2012
Nordson Corporation December 2010 - December 2010
La Poste Du Benin July 2009 - August 2009
BARIKA Fabric Shop May 2002 - August 2003
Skills
Microsoft Office, French, Oracle Discoverer, Yoruba, Blackline, PeopleSoft, Hyperion, Essbase
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Post baccalaureate Courses, Accounting and Finance, Cum Laude
Southern Illinois University, Carbondale 2005 — 2009
Bachelor of Science (BS), Accounting, Cum Laude
Veronica Herrera Veronica Herrera's Invesco Ltd. Experience February 2010 - January 2011
Job Associate at Pariveda Solutions
Industry Human Resources
Experience
Pariveda Solutions July 2013 - September 2014
Entrance Software August 2011 - July 2013
Riverway Business Services January 2011 - August 2011
Invesco Ltd. February 2010 - January 2011
Mayer Brown, LLP February 2009 - October 2009
Greenberg Traurig LLP June 2006 - February 2009
Amigos de las Americas 2006 - 2009
Leadership Houston May 2005 - June 2006
Jones McClure Publishing 2001 - 2001
Skills
Full-cycle Recruiting, Workforce Planning, Behavioral Interviewing, Career Development, Performance Appraisal, Social Media and..., Job Posting and Job..., Job Fairs and Career..., HRIS, Applicant..., New Hire Orientation, Career Services and..., Internship Management, Interview Coaching, Resume Writing, Internet and Boolean..., On Campus Interviewing..., Candidate Sourcing, SharePoint, Finance Recruiting, Technical Recruiting, Oil & Gas Recruiting, Legal Recruiting, Recruiting, Applicant Tracking..., New Hire Orientations, Sourcing, Interviews, Job Coaching, SDLC, Strategy, Training, Employee Relations, Human Resources, Hiring, Organizational..., Temporary Placement, Management, Employee Engagement, College Recruiting, Temporary Staffing, Job Descriptions, Team Building, Onboarding, Internet Recruiting, Talent Acquisition, Talent Management, Screening Resumes, Staffing Services, Executive Search
Education
Rice University 2000 — 2004
B.A., Latin American Studies, Political Science
Eastern Michigan University 2001 — 2001
Pariveda Solutions July 2013 - September 2014
Entrance Software August 2011 - July 2013
Riverway Business Services January 2011 - August 2011
Invesco Ltd. February 2010 - January 2011
Mayer Brown, LLP February 2009 - October 2009
Greenberg Traurig LLP June 2006 - February 2009
Amigos de las Americas 2006 - 2009
Leadership Houston May 2005 - June 2006
Jones McClure Publishing 2001 - 2001
Skills
Full-cycle Recruiting, Workforce Planning, Behavioral Interviewing, Career Development, Performance Appraisal, Social Media and..., Job Posting and Job..., Job Fairs and Career..., HRIS, Applicant..., New Hire Orientation, Career Services and..., Internship Management, Interview Coaching, Resume Writing, Internet and Boolean..., On Campus Interviewing..., Candidate Sourcing, SharePoint, Finance Recruiting, Technical Recruiting, Oil & Gas Recruiting, Legal Recruiting, Recruiting, Applicant Tracking..., New Hire Orientations, Sourcing, Interviews, Job Coaching, SDLC, Strategy, Training, Employee Relations, Human Resources, Hiring, Organizational..., Temporary Placement, Management, Employee Engagement, College Recruiting, Temporary Staffing, Job Descriptions, Team Building, Onboarding, Internet Recruiting, Talent Acquisition, Talent Management, Screening Resumes, Staffing Services, Executive Search
Education
Rice University 2000 — 2004
B.A., Latin American Studies, Political Science
Eastern Michigan University 2001 — 2001
John Flagel John Flagel's Invesco Ltd. Experience September 1999 - March 2002
Job Partner at AON Hewitt Investment Consulting
Industry Investment Management
Experience
AON Hewitt Investment Consulting March 2012 - Present
Rogerscasey March 2002 - March 2012
Invesco Ltd. September 1999 - March 2002
Skills
Defined Contribution, Asset Allocation, Defined Benefit, Financial Services, Foundations, Hedge Funds, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Private Equity, Program Management
Education
Georgia State University 1991 — 1993
Master of Science (M.S.), Personal Financial Planning
Miami University 1985 — 1989
Bachelor of Science (B.S.), Accounting
AON Hewitt Investment Consulting March 2012 - Present
Rogerscasey March 2002 - March 2012
Invesco Ltd. September 1999 - March 2002
Skills
Defined Contribution, Asset Allocation, Defined Benefit, Financial Services, Foundations, Hedge Funds, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Private Equity, Program Management
Education
Georgia State University 1991 — 1993
Master of Science (M.S.), Personal Financial Planning
Miami University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Jason Recio, CFA's Invesco Ltd. Experience December 1999 - June 2003
Job President & Founder at Integris Asset Management
Industry Financial Services
Experience
Integris Asset Management, LLC January 2014 - Present
Hugo D. Investments, LLC April 2009 - Present
Atlanta Capital Management September 2006 - April 2009
GLOBALT Investments September 2003 - September 2006
Invesco Ltd. December 1999 - June 2003
Skills
Investments, Portfolio Management, Private Equity, Asset Management, Financial Modeling, Mutual Funds, Equities, Hedge Funds, Business Development, Alternative Investments, Equity Research, Asset Allocation, Investment Strategies, Fixed Income, Equity Valuation, Private Placements, Wealth Management
Education
Emory University - Goizueta Business School 1996 — 1999
BBA, Accounting, Finance
Integris Asset Management, LLC January 2014 - Present
Hugo D. Investments, LLC April 2009 - Present
Atlanta Capital Management September 2006 - April 2009
GLOBALT Investments September 2003 - September 2006
Invesco Ltd. December 1999 - June 2003
Skills
Investments, Portfolio Management, Private Equity, Asset Management, Financial Modeling, Mutual Funds, Equities, Hedge Funds, Business Development, Alternative Investments, Equity Research, Asset Allocation, Investment Strategies, Fixed Income, Equity Valuation, Private Placements, Wealth Management
Education
Emory University - Goizueta Business School 1996 — 1999
BBA, Accounting, Finance
Elan Saynay's Invesco Ltd. Experience June 2013 - August 2013
Job Tax Intern Global Equity Team at KPMG US
Industry Accounting
Experience
KPMG US September 2014 - Present
KPMG US June 2014 - August 2014
KPMG UK January 2014 - May 2014
Invesco Ltd. June 2013 - August 2013
Alkafaji & Associates PLLC July 2010 - July 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Windows
Education
Fordham University 2012 — 2016
Bachelor of Science (BS), Accounting and Finance, Minor: Economics
Mirabeau B. Lamar High School 2008 — 2012
International Baccalaureate Diploma
KPMG US September 2014 - Present
KPMG US June 2014 - August 2014
KPMG UK January 2014 - May 2014
Invesco Ltd. June 2013 - August 2013
Alkafaji & Associates PLLC July 2010 - July 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Windows
Education
Fordham University 2012 — 2016
Bachelor of Science (BS), Accounting and Finance, Minor: Economics
Mirabeau B. Lamar High School 2008 — 2012
International Baccalaureate Diploma
KRISTEN SIPES's Invesco Ltd. Experience 1999 - 2005
Job Human Resources Analyst
Industry Human Resources
Experience
Kentucky One Health February 2012 - Present
Bank of America 2005 - 2011
Invesco Ltd. 1999 - 2005
Skills
Human Resources, Banking, Retail Banking, Credit, Loans, Commercial Banking, Mortgage Lending, Credit Analysis, Relationship Management, Risk Management, Consumer Lending, Credit Risk, Credit Cards, Portfolio Management, Financial Risk
Education
University of Louisville 1995 — 1996
Eastern Kentucky University 1988 — 1993
Bachelors of Science
Kentucky One Health February 2012 - Present
Bank of America 2005 - 2011
Invesco Ltd. 1999 - 2005
Skills
Human Resources, Banking, Retail Banking, Credit, Loans, Commercial Banking, Mortgage Lending, Credit Analysis, Relationship Management, Risk Management, Consumer Lending, Credit Risk, Credit Cards, Portfolio Management, Financial Risk
Education
University of Louisville 1995 — 1996
Eastern Kentucky University 1988 — 1993
Bachelors of Science
Jennifer (Foster) Hernandez Jennifer (Foster) Hernandez's Invesco Ltd. Experience October 2007 - January 2009
Job HR Generalist at Sabra Dipping Company, LLC
Industry Food & Beverages
Experience
Sabra Dipping Company, LLC March 2014 - Present
TaylorMade-adidas Golf September 2013 - March 2014
ACTIVE Network June 2013 - September 2013
Turner Broadcasting December 2012 - May 2013
Turner Broadcasting December 2010 - December 2012
Turner Broadcasting October 2009 - December 2010
Invesco Ltd. October 2007 - January 2009
Southern Insurance Underwriters, Inc. May 2007 - September 2007
Skills
Employee Relations, Hiring, Onboarding, Talent Acquisition, Applicant Tracking..., PeopleSoft, Human Resources, HRIS, Employee Benefits, Employee Engagement, Performance Management
Education
Georgia State University
BA, Sociology
Sabra Dipping Company, LLC March 2014 - Present
TaylorMade-adidas Golf September 2013 - March 2014
ACTIVE Network June 2013 - September 2013
Turner Broadcasting December 2012 - May 2013
Turner Broadcasting December 2010 - December 2012
Turner Broadcasting October 2009 - December 2010
Invesco Ltd. October 2007 - January 2009
Southern Insurance Underwriters, Inc. May 2007 - September 2007
Skills
Employee Relations, Hiring, Onboarding, Talent Acquisition, Applicant Tracking..., PeopleSoft, Human Resources, HRIS, Employee Benefits, Employee Engagement, Performance Management
Education
Georgia State University
BA, Sociology
Christina Goodridge Christina Goodridge's Invesco Ltd. Experience August 2014 - Present
Job Executive Assistant at Invesco Ltd.
Industry Real Estate
Experience
Invesco Ltd. August 2014 - Present
Colliers-International August 2013 - July 2014
PIMCO August 2007 - April 2013
Pacific Investment Management Company August 2007 - April 2013
Skills
Management, Outlook, Financial Analysis, Asset Allocation, Interviews, Investments, Policy, Equities, Hedge Funds, Alternative Investments, Leases, Mutual Funds, Asset Management, Analytics, Dreamweaver, InDesign, Portfolio Management, Brokerage, PowerPoint, Customer Service, Microsoft Excel
Education
Georgia State University
Spelman College
Invesco Ltd. August 2014 - Present
Colliers-International August 2013 - July 2014
PIMCO August 2007 - April 2013
Pacific Investment Management Company August 2007 - April 2013
Skills
Management, Outlook, Financial Analysis, Asset Allocation, Interviews, Investments, Policy, Equities, Hedge Funds, Alternative Investments, Leases, Mutual Funds, Asset Management, Analytics, Dreamweaver, InDesign, Portfolio Management, Brokerage, PowerPoint, Customer Service, Microsoft Excel
Education
Georgia State University
Spelman College
Honglien Nguyen Honglien Nguyen's Invesco Ltd. Experience August 2007 - September 2012
Job Sr Inventory Cost Accountant at Quikrete
Industry Investment Management
Experience
Quikrete March 2015 - Present
RockTenn October 2012 - March 2015
Invesco Ltd. August 2007 - September 2012
Skills
SEC filings
Education
Clayton State University
Bachelor of Business Administration (B.B.A.), Accounting
Georgia State University
Bachelor of Business Administration (BBA), Finance, General
Quikrete March 2015 - Present
RockTenn October 2012 - March 2015
Invesco Ltd. August 2007 - September 2012
Skills
SEC filings
Education
Clayton State University
Bachelor of Business Administration (B.B.A.), Accounting
Georgia State University
Bachelor of Business Administration (BBA), Finance, General
Marcelia Freeman's Invesco Ltd. Experience August 2011 - December 2012
Job Private Equity Business Development Professional
Industry Financial Services
Experience
EIG Global Energy Partners May 2015 - Present
Florida A&M University Foundation, Inc January 2015 - Present
Invesco January 2013 - May 2015
Invesco Ltd. August 2011 - December 2012
Invesco Ltd. August 2010 - August 2011
Global Impact Investing Network June 2009 - August 2009
Office of Congressman Charlie Rangel June 2009 - August 2009
JPMorgan Chase January 2008 - July 2008
JPMorgan Chase August 2006 - January 2008
JPMorgan Chase July 2005 - July 2006
Skills
Alternative Investments, Analysis, Asset Management, Entrepreneurship, Financial Analysis, Financial Modeling, Financial Services, Fund Of Funds, Investment Management, Investments, Investor Relations, Marketing Strategy, Mergers, Portfolio Management, Private Equity, Product Management, Sales, Strategy, Valuation
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
Florida Agricultural and Mechanical University 2000 — 2005
BA, MBA, Finance
LAMP
EIG Global Energy Partners May 2015 - Present
Florida A&M University Foundation, Inc January 2015 - Present
Invesco January 2013 - May 2015
Invesco Ltd. August 2011 - December 2012
Invesco Ltd. August 2010 - August 2011
Global Impact Investing Network June 2009 - August 2009
Office of Congressman Charlie Rangel June 2009 - August 2009
JPMorgan Chase January 2008 - July 2008
JPMorgan Chase August 2006 - January 2008
JPMorgan Chase July 2005 - July 2006
Skills
Alternative Investments, Analysis, Asset Management, Entrepreneurship, Financial Analysis, Financial Modeling, Financial Services, Fund Of Funds, Investment Management, Investments, Investor Relations, Marketing Strategy, Mergers, Portfolio Management, Private Equity, Product Management, Sales, Strategy, Valuation
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
Florida Agricultural and Mechanical University 2000 — 2005
BA, MBA, Finance
LAMP
Aaron Frank Aaron Frank's Invesco Ltd. Experience June 2007 - Present
Job Director, Global Procurement at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. June 2007 - Present
The Home Depot August 2006 - May 2007
ICG Commerce June 2000 - August 2006
The Coca-Cola Company October 1998 - May 1999
A.T. Kearney January 1996 - October 1998
Romac International 1993 - 1996
Education
Emory University - Goizueta Business School 1999 — 2000
MBA, eCommerce, Decision Analysis
William & Mary 1989 — 1993
BBA, Finance, Economics
The Pingry School 1983 — 1989
Diploma
Invesco Ltd. June 2007 - Present
The Home Depot August 2006 - May 2007
ICG Commerce June 2000 - August 2006
The Coca-Cola Company October 1998 - May 1999
A.T. Kearney January 1996 - October 1998
Romac International 1993 - 1996
Education
Emory University - Goizueta Business School 1999 — 2000
MBA, eCommerce, Decision Analysis
William & Mary 1989 — 1993
BBA, Finance, Economics
The Pingry School 1983 — 1989
Diploma
Jason Haas's Invesco Ltd. Experience 1996 - 2003
Job Chief Operating Officer at Cohen Asset Management
Industry Real Estate
Experience
Cohen Asset Management, Inc. 2006 - Present
Invesco Ltd. 1996 - 2003
Skills
Commercial Real Estate
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA
Cornell University 1985 — 1989
BS
St Albans School 1981 — 1985
Cohen Asset Management, Inc. 2006 - Present
Invesco Ltd. 1996 - 2003
Skills
Commercial Real Estate
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA
Cornell University 1985 — 1989
BS
St Albans School 1981 — 1985
Todd C. Starnes, CFP®, CIMA®, CRPS®'s Invesco Ltd. Experience April 2004 - Present
Job Regional Vice President, Invesco
Industry Investment Management
Experience
Invesco Ltd. April 2004 - Present
Skills
Series 7, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Asset Managment, Wealth Management, Retirement Planning, Separately Managed..., Series 63, Investment Strategies, Portfolio Management, ETFs, Asset Management, Retirement, Investment Advisory, Securities, Series 6, Investment Management, 401k
Education
Duke University - The Fuqua School of Business 2000 — 2001
MBA, Pkm l n j 5ll l lb on op o l I'm j j l kkOU il UKkpmlpilkpl lppu nm opposinggh 9
Texas A&M University 1988 — 1992
BS
Wake Forest University School of Business
Invesco Ltd. April 2004 - Present
Skills
Series 7, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Asset Managment, Wealth Management, Retirement Planning, Separately Managed..., Series 63, Investment Strategies, Portfolio Management, ETFs, Asset Management, Retirement, Investment Advisory, Securities, Series 6, Investment Management, 401k
Education
Duke University - The Fuqua School of Business 2000 — 2001
MBA, Pkm l n j 5ll l lb on op o l I'm j j l kkOU il UKkpmlpilkpl lppu nm opposinggh 9
Texas A&M University 1988 — 1992
BS
Wake Forest University School of Business
Jonathan Peckham Jonathan Peckham's Invesco Ltd. Experience January 2009 - Present
Job Head of US Product and Market Research at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. January 2009 - Present
Invesco Ltd. 2004 - 2009
Invesco 2001 - 2004
AMVESCAP 2000 - 2001
Greenwich Associates 1993 - 1998
Skills
Competitive Analysis, Business Strategy, Market Research, Investment Management, Alternative Investments, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Georgetown University 1988 — 1992
BA, Economics
Invesco Ltd. January 2009 - Present
Invesco Ltd. 2004 - 2009
Invesco 2001 - 2004
AMVESCAP 2000 - 2001
Greenwich Associates 1993 - 1998
Skills
Competitive Analysis, Business Strategy, Market Research, Investment Management, Alternative Investments, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Georgetown University 1988 — 1992
BA, Economics
Cavarly Garrett Cavarly Garrett's Invesco Ltd. Experience 2003 - 2006
Job Executive Director, Real Estate Asset Manager at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan 2006 - Present
Invesco Ltd. 2003 - 2006
HypoVereinsbank 1997 - 2003
Education
New York University 1995 — 1997
M.S., Real Estate Investment & Development
Cornell University 1986 — 1991
B.S., Civil Engineering
Westover School, Middlebury, CT 1981 — 1986
High School
J.P. Morgan 2006 - Present
Invesco Ltd. 2003 - 2006
HypoVereinsbank 1997 - 2003
Education
New York University 1995 — 1997
M.S., Real Estate Investment & Development
Cornell University 1986 — 1991
B.S., Civil Engineering
Westover School, Middlebury, CT 1981 — 1986
High School
Jyoti Belwal(Maindoliya), MBA Jyoti Belwal(Maindoliya), MBA's Invesco Ltd. Experience March 2015 - Present
Job Advanced IT Business Analyst
Industry Investment Management
Experience
Invesco Ltd. March 2015 - Present
Invesco April 2012 - Present
EPCON International, Inc. November 2008 - March 2012
EXL Service November 2003 - October 2007
Skills
HRIS, Employee Engagement, Performance Management, HR Policies, Payroll, Compliance, Oracle E-Business Suite, employee retention, C#, .NET, Java, ASP.NET, ADO.NET, Quickbooks, C++, Visual Basic, Client Relationship..., Client Services, SaaS, Training, CRM, Management, Human Resources
Education
University of Houston, Victoria 2011 — 2014
MS - Computer Information Systems, Computer Science
Symbiosis, Pune 2003 — 2005
MBA, Business Administration, Management and Operations
Delhi University 2000 — 2003
Bachelor of Science, Physics, Chemistry and Mathematics
Kendriya Vidyalaya 1999 — 2000
High School, Science, Mathematics & Computer Science
Invesco Ltd. March 2015 - Present
Invesco April 2012 - Present
EPCON International, Inc. November 2008 - March 2012
EXL Service November 2003 - October 2007
Skills
HRIS, Employee Engagement, Performance Management, HR Policies, Payroll, Compliance, Oracle E-Business Suite, employee retention, C#, .NET, Java, ASP.NET, ADO.NET, Quickbooks, C++, Visual Basic, Client Relationship..., Client Services, SaaS, Training, CRM, Management, Human Resources
Education
University of Houston, Victoria 2011 — 2014
MS - Computer Information Systems, Computer Science
Symbiosis, Pune 2003 — 2005
MBA, Business Administration, Management and Operations
Delhi University 2000 — 2003
Bachelor of Science, Physics, Chemistry and Mathematics
Kendriya Vidyalaya 1999 — 2000
High School, Science, Mathematics & Computer Science
Catherine Washington Catherine Washington's Invesco Ltd. Experience March 1998 - August 2003
Job Apple/Manager
Industry Retail
Experience
Apple September 2012 - Present
Gannett Healthcare Group August 2003 - September 2012
Invesco Ltd. March 1998 - August 2003
Nordstrom September 1991 - February 1998
Skills
CRM, Vendor Management, Salesforce.com, Content Management, Customer Retention, Management, Recruiting, Call Centers, Process Improvement, Account Management, Leadership, Training, Change Management, Customer Service, Employee Training
Education
Cornell University
Bachelor's degree, Human Resources Management/Personnel Administration, General
Apple September 2012 - Present
Gannett Healthcare Group August 2003 - September 2012
Invesco Ltd. March 1998 - August 2003
Nordstrom September 1991 - February 1998
Skills
CRM, Vendor Management, Salesforce.com, Content Management, Customer Retention, Management, Recruiting, Call Centers, Process Improvement, Account Management, Leadership, Training, Change Management, Customer Service, Employee Training
Education
Cornell University
Bachelor's degree, Human Resources Management/Personnel Administration, General
Karen Hinson Karen Hinson's Invesco Ltd. Experience January 2012 - April 2013
Job Business Analyst at ChickfilA
Industry Restaurants
Experience
Chick-fil-A April 2013 - Present
Invesco Ltd. January 2012 - April 2013
Invesco Ltd. April 2010 - January 2012
BB&T December 2005 - June 2007
BB&T December 2003 - December 2005
BB&T July 2003 - December 2003
Skills
Retail Banking, Mortgage Lending, Banking Operations, Investment Products, Financial Markets, Financial Analysis, Financial Reporting, Product Marketing, Marketing Communications, RFP preparation, Database Management, Data Analysis, Microsoft Excel, Pivot Tables, Visual Basic, Database Admin, StatPro, Eagle PACE, Portia, Investments, Access, SQL, Management, Leadership, Business Intelligence, Business Analysis, Analysis, Process Improvement, Core Banking, Banking, RFP, VBA
Education
Georgia Institute of Technology 2008 — 2011
MBA, Finance
University of South Carolina - Darla Moore School of Business 1999 — 2003
BS, Finance
Chick-fil-A April 2013 - Present
Invesco Ltd. January 2012 - April 2013
Invesco Ltd. April 2010 - January 2012
BB&T December 2005 - June 2007
BB&T December 2003 - December 2005
BB&T July 2003 - December 2003
Skills
Retail Banking, Mortgage Lending, Banking Operations, Investment Products, Financial Markets, Financial Analysis, Financial Reporting, Product Marketing, Marketing Communications, RFP preparation, Database Management, Data Analysis, Microsoft Excel, Pivot Tables, Visual Basic, Database Admin, StatPro, Eagle PACE, Portia, Investments, Access, SQL, Management, Leadership, Business Intelligence, Business Analysis, Analysis, Process Improvement, Core Banking, Banking, RFP, VBA
Education
Georgia Institute of Technology 2008 — 2011
MBA, Finance
University of South Carolina - Darla Moore School of Business 1999 — 2003
BS, Finance
Chris E. Utz, CFA Chris E. Utz, CFA's Invesco Ltd. Experience July 1988 - Present
Job at
Industry Investment Management
Experience
Invesco Ltd. July 1988 - Present
Skills
Fixed Income, Stable Value, Investment Management, Product Development, Client Relations, New Business Development, Product Marketing
Education
Hanover College 1977 — 1981
BA, Economics, Business Administration
Invesco Ltd. July 1988 - Present
Skills
Fixed Income, Stable Value, Investment Management, Product Development, Client Relations, New Business Development, Product Marketing
Education
Hanover College 1977 — 1981
BA, Economics, Business Administration
Key Lu Key Lu's Invesco Ltd. Experience January 2009 - Present
Job IT Manager, Database Security and Automantion at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. January 2009 - Present
Invesco Aim Investments January 2002 - January 2009
AMVESCAP September 2000 - January 2002
SIAC, New York Stock Exchange July 1999 - September 2000
Société Générale USA January 1999 - July 1999
Salomon Smith Barney March 1998 - January 1999
Lehman Brother August 1997 - March 1998
Chase Mahattan Bank September 1996 - August 1997
AT&T July 1994 - September 1996
Skills
Business Analysis, Project Management, Management, Leadership, Strategy, PMP, Databases, Team Building, Risk Management, Business Intelligence, Business Process..., Vendor Management, SDLC, Process Improvement, Integration, Management Consulting, Program Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2007
MBA, Finance, General
University of Louisiana at Lafayette 1991 — 1992
MS, Computer Science
East China Normal University 1985 — 1990
BE, Computer Science
Invesco Ltd. January 2009 - Present
Invesco Aim Investments January 2002 - January 2009
AMVESCAP September 2000 - January 2002
SIAC, New York Stock Exchange July 1999 - September 2000
Société Générale USA January 1999 - July 1999
Salomon Smith Barney March 1998 - January 1999
Lehman Brother August 1997 - March 1998
Chase Mahattan Bank September 1996 - August 1997
AT&T July 1994 - September 1996
Skills
Business Analysis, Project Management, Management, Leadership, Strategy, PMP, Databases, Team Building, Risk Management, Business Intelligence, Business Process..., Vendor Management, SDLC, Process Improvement, Integration, Management Consulting, Program Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2007
MBA, Finance, General
University of Louisiana at Lafayette 1991 — 1992
MS, Computer Science
East China Normal University 1985 — 1990
BE, Computer Science
Patrick Beaman Patrick Beaman's Invesco Ltd. Experience June 2011 - Present
Job Vice President Retirement Plan Consultant at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. June 2011 - Present
Neuberger Berman July 2008 - June 2011
Merrill Lynch January 2004 - August 2008
The Hartford January 2000 - 2004
VALIC 1992 - 1999
US Army 1989 - 1992
Skills
Retirement Planning, Retirement, 401k, Asset Allocation, Wealth Management, Investments, Alternative Investments, FINRA, Investment Advisory, Investment Strategies, Mutual Funds, Pensions, Qualified Retirement..., Securities, Series 6, Series 63, Series 7, Uniform Combined State...
Education
Georgia Southern University
B.S., Pschology
Georgia Southern University
MPA, Administration
Invesco Ltd. June 2011 - Present
Neuberger Berman July 2008 - June 2011
Merrill Lynch January 2004 - August 2008
The Hartford January 2000 - 2004
VALIC 1992 - 1999
US Army 1989 - 1992
Skills
Retirement Planning, Retirement, 401k, Asset Allocation, Wealth Management, Investments, Alternative Investments, FINRA, Investment Advisory, Investment Strategies, Mutual Funds, Pensions, Qualified Retirement..., Securities, Series 6, Series 63, Series 7, Uniform Combined State...
Education
Georgia Southern University
B.S., Pschology
Georgia Southern University
MPA, Administration
David Osunkwo David Osunkwo's Invesco Ltd. Experience September 2004 - January 2009
Job Founder & Chief Executive Officer at Oak Grove Consultancy LLC, regulatory compliance consultants.
Industry Investment Management
Experience
Oak Grove Consultancy LLC February 2009 - Present
Bryant Rabbino LLP October 2010 - May 2013
Capital L Group, LLC March 2010 - December 2011
Invesco Ltd September 2004 - January 2009
New York Life Investment Management 2000 - 2004
Lazard Asset Management July 1997 - July 2001
Prudential Investments December 1996 - July 1997
Skills
Hedge Funds, Securities, Investment Advisory, Compliance, Asset Management, Mutual Funds, Series 7, Private Equity, AML, FINRA, Risk Management, Due Diligence, Internal Controls, Enterprise Risk..., Asset Managment, Alternative Investments
Education
Emory University - Goizueta Business School 2010 — 2013
Master of Business Administration (MBA)
Thomas Jefferson School of Law 2009 — 2011
LL.M (Cum Laude)
Nigerian Law School, Victoria Island 1985 — 1986
B.L.
University of Nigeria 1981 — 1985
LL.B.
Oak Grove Consultancy LLC February 2009 - Present
Bryant Rabbino LLP October 2010 - May 2013
Capital L Group, LLC March 2010 - December 2011
Invesco Ltd September 2004 - January 2009
New York Life Investment Management 2000 - 2004
Lazard Asset Management July 1997 - July 2001
Prudential Investments December 1996 - July 1997
Skills
Hedge Funds, Securities, Investment Advisory, Compliance, Asset Management, Mutual Funds, Series 7, Private Equity, AML, FINRA, Risk Management, Due Diligence, Internal Controls, Enterprise Risk..., Asset Managment, Alternative Investments
Education
Emory University - Goizueta Business School 2010 — 2013
Master of Business Administration (MBA)
Thomas Jefferson School of Law 2009 — 2011
LL.M (Cum Laude)
Nigerian Law School, Victoria Island 1985 — 1986
B.L.
University of Nigeria 1981 — 1985
LL.B.
Darin Lister Darin Lister's Invesco Ltd. Experience 1996 - 2006
Job Director, Retirement Services BPO
Industry Financial Services
Experience
McCamish Systems - An Infosys Company April 2007 - Present
The IQ Business Group August 2006 - April 2007
Princeton Retirement Group June 2006 - August 2006
Princeton Retirement Group July 2005 - June 2006
Invesco Ltd. 1996 - 2006
AMVESCAP Retirement Inc. 2001 - 2004
AMVESCAP Retirement Services (INVESCO) 1998 - 2001
Skills
401k, Defined Benefit, Business Analysis, Employee Benefits, Investments, Retirement, Leadership, Budgets, Process Improvement, Customer Service, Strategic Planning, Business Requirements, Project Management, Program Management, Team Building, Vendor Management, Pensions, Management, Finance, Risk Management, Financial Services, Relationship Management, Business Process..., Mergers & Acquisitions, CRM, Requirements Gathering, Insurance, Consulting
Education
Georgia Institute of Technology 1990 — 1993
Byrnes High School 1986 — 1990
McCamish Systems - An Infosys Company April 2007 - Present
The IQ Business Group August 2006 - April 2007
Princeton Retirement Group June 2006 - August 2006
Princeton Retirement Group July 2005 - June 2006
Invesco Ltd. 1996 - 2006
AMVESCAP Retirement Inc. 2001 - 2004
AMVESCAP Retirement Services (INVESCO) 1998 - 2001
Skills
401k, Defined Benefit, Business Analysis, Employee Benefits, Investments, Retirement, Leadership, Budgets, Process Improvement, Customer Service, Strategic Planning, Business Requirements, Project Management, Program Management, Team Building, Vendor Management, Pensions, Management, Finance, Risk Management, Financial Services, Relationship Management, Business Process..., Mergers & Acquisitions, CRM, Requirements Gathering, Insurance, Consulting
Education
Georgia Institute of Technology 1990 — 1993
Byrnes High School 1986 — 1990
Gwendolyn R. Tyler Gwendolyn R. Tyler's Invesco Ltd. Experience February 2002 - January 2009
Job Corporate Paralegal, Notary Public
Industry Investment Management
Experience
Herzing University September 2011 - May 2013
Invesco Ltd. February 2002 - January 2009
AXA Equitable April 1997 - February 2002
Skills
Notary Public, Legal Compliance, Legal Research, Legal Writing, Corporate Governance, FINRA, Marketing-Advertising..., Mutual Funds, Hedge Funds, AML, Asset Management, Equities, Securities Regulation, Investments, Investment Management, Anti Money Laundering, Ethics Compliance, IARD, SEC Filings
Education
Herzing University-Atlanta 2011 — 2013
Associate of Science (AS), Legal Assistant/Paralegal
Louisiana Tech University
Herzing University September 2011 - May 2013
Invesco Ltd. February 2002 - January 2009
AXA Equitable April 1997 - February 2002
Skills
Notary Public, Legal Compliance, Legal Research, Legal Writing, Corporate Governance, FINRA, Marketing-Advertising..., Mutual Funds, Hedge Funds, AML, Asset Management, Equities, Securities Regulation, Investments, Investment Management, Anti Money Laundering, Ethics Compliance, IARD, SEC Filings
Education
Herzing University-Atlanta 2011 — 2013
Associate of Science (AS), Legal Assistant/Paralegal
Louisiana Tech University
Yaniset Lambert's Invesco Ltd. Experience September 2011 - September 2012
Job Recent College Grad
Industry Financial Services
Experience
Nomura March 2014 - Present
Invesco Ltd. September 2011 - September 2012
Marc Anthony Productions January 2010 - August 2011
Aegis Capital May 2010 - April 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Streets & Maps, Adobe Professional, Citrix, Quicken, HTML, Entourage, Argus Modeling, Spreadsheets, Finance, Research, Microsoft Office, Front Office, Negotiation, Office Management
Education
Florida International University 2009 — 2011
BA, Finance/ International Business
Miami Dade College 2008 — 2009
A.A., Business Administration
Nomura March 2014 - Present
Invesco Ltd. September 2011 - September 2012
Marc Anthony Productions January 2010 - August 2011
Aegis Capital May 2010 - April 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Streets & Maps, Adobe Professional, Citrix, Quicken, HTML, Entourage, Argus Modeling, Spreadsheets, Finance, Research, Microsoft Office, Front Office, Negotiation, Office Management
Education
Florida International University 2009 — 2011
BA, Finance/ International Business
Miami Dade College 2008 — 2009
A.A., Business Administration
Allen Tsao MBA Allen Tsao MBA's Invesco Ltd. Experience February 2012 - June 2012
Job Accounting & Finance Professional MBA
Industry Financial Services
Experience
MBA Finance - University of St Thomas (Houston) AACSB accredited June 2012 - Present
Invesco Ltd. February 2012 - June 2012
Greatwood, Texas September 2010 - February 2012
Citgo Petroleum Corporation August 2007 - September 2010
Aegis Mortgage October 2006 - August 2007
JP Morgan Chase August 2005 - October 2006
University of St. Thomas-Houston June 2004 - December 2005
Coastal Banc December 1998 - June 2004
Extensive Experience in the Financial Services Industry May 1983 - December 1998
Skills
Financial Analysis, Accounting, Financial Modeling, Finance, Forecasting, Financial Reporting, Auditing, Risk Management, Valuation, Budgets, PeopleSoft, General Ledger, Process Improvement, SAP, Analysis, Strategic Financial..., Sarbanes-Oxley Act, Internal Controls, Cash Management, Portfolio Management, Bloomberg, Account Reconciliation, Balance Sheet Review, Benefits Management, US GAAP reporting, IFRS, Microsoft Excel, MS Excel Pivot Tables, Microsoft Office, MBA, Team Leadership, Investment Management, Loan Servicing, Mortgage Underwriting, Branch Management, Tax Preparation, Citrix, Mobius, Payroll, Financial Audits, Access, GAAP
Education
University of St. Thomas (TX) 2004 — 2005
MBA, Finance, 3.5
Houston Baptist University 1977 — 1983
BS, Management, Psychology & Accounting
MBA Finance - University of St Thomas (Houston) AACSB accredited June 2012 - Present
Invesco Ltd. February 2012 - June 2012
Greatwood, Texas September 2010 - February 2012
Citgo Petroleum Corporation August 2007 - September 2010
Aegis Mortgage October 2006 - August 2007
JP Morgan Chase August 2005 - October 2006
University of St. Thomas-Houston June 2004 - December 2005
Coastal Banc December 1998 - June 2004
Extensive Experience in the Financial Services Industry May 1983 - December 1998
Skills
Financial Analysis, Accounting, Financial Modeling, Finance, Forecasting, Financial Reporting, Auditing, Risk Management, Valuation, Budgets, PeopleSoft, General Ledger, Process Improvement, SAP, Analysis, Strategic Financial..., Sarbanes-Oxley Act, Internal Controls, Cash Management, Portfolio Management, Bloomberg, Account Reconciliation, Balance Sheet Review, Benefits Management, US GAAP reporting, IFRS, Microsoft Excel, MS Excel Pivot Tables, Microsoft Office, MBA, Team Leadership, Investment Management, Loan Servicing, Mortgage Underwriting, Branch Management, Tax Preparation, Citrix, Mobius, Payroll, Financial Audits, Access, GAAP
Education
University of St. Thomas (TX) 2004 — 2005
MBA, Finance, 3.5
Houston Baptist University 1977 — 1983
BS, Management, Psychology & Accounting
Paul Quarles, PSM1, CSPO, SA, CSP Paul Quarles, PSM1, CSPO, SA, CSP's Invesco Ltd. Experience 1998 - October 2004
Job Scrum Master/Agile Coach at Pinnacol Assurance
Industry Financial Services
Experience
Pinnacol Assurance June 2015 - Present
OppenheimerFunds July 2012 - Present
OppenheimerFunds June 2011 - July 2012
OppenheimerFunds January 2008 - June 2011
OppenheimerFunds June 2007 - January 2009
OppenheimerFunds October 2004 - June 2007
Invesco Ltd. 1998 - October 2004
Ernst & Young 1992 - 1999
Skills
Financial Services, Software Project..., Risk Management, Corporate Finance, Agile Methodologies, Human Resources, Management, Information Technology, Process Improvement, Leadership, Vendor Management, Business Analysis, Change Management, IT Strategy, Agile Project Management, Team Building, Program Management, Requirements Gathering, Disaster Recovery, Project Management, Back Office, Asset Managment, Enterprise Architecture, Team Leadership, Marketing, Strategy, Mutual Funds, Product Management, Strategic Planning, SDLC, Requirements Analysis, Business Process, Business Process..., Project Portfolio..., Business Intelligence, Visio, Integration, Business Ethics, Ethics, Information Ethics, Integrity, PMO, SharePoint, PMP, Cross-functional Team..., IT Management, SaaS, Enterprise Software, CRM, Asset Management
Education
Fuller Theological Seminary 2002 — 2006
MATS, Theological Studies
Texas A&M University 1990 — 1992
MS, Management Information Systems
Texas A&M University 1985 — 1990
BBA, Business Analysis and Research
Pinnacol Assurance June 2015 - Present
OppenheimerFunds July 2012 - Present
OppenheimerFunds June 2011 - July 2012
OppenheimerFunds January 2008 - June 2011
OppenheimerFunds June 2007 - January 2009
OppenheimerFunds October 2004 - June 2007
Invesco Ltd. 1998 - October 2004
Ernst & Young 1992 - 1999
Skills
Financial Services, Software Project..., Risk Management, Corporate Finance, Agile Methodologies, Human Resources, Management, Information Technology, Process Improvement, Leadership, Vendor Management, Business Analysis, Change Management, IT Strategy, Agile Project Management, Team Building, Program Management, Requirements Gathering, Disaster Recovery, Project Management, Back Office, Asset Managment, Enterprise Architecture, Team Leadership, Marketing, Strategy, Mutual Funds, Product Management, Strategic Planning, SDLC, Requirements Analysis, Business Process, Business Process..., Project Portfolio..., Business Intelligence, Visio, Integration, Business Ethics, Ethics, Information Ethics, Integrity, PMO, SharePoint, PMP, Cross-functional Team..., IT Management, SaaS, Enterprise Software, CRM, Asset Management
Education
Fuller Theological Seminary 2002 — 2006
MATS, Theological Studies
Texas A&M University 1990 — 1992
MS, Management Information Systems
Texas A&M University 1985 — 1990
BBA, Business Analysis and Research
Alexander E. Yaggy, CFA Alexander E. Yaggy, CFA's Invesco Ltd. Experience June 2010 - July 2010
Job Portfolio Manager at Cortina Asset Management
Industry Financial Services
Experience
Cortina Asset Management May 2011 - Present
Invesco Ltd. June 2010 - July 2010
Morgan Stanley Investment Management July 2004 - May 2010
Neuberger Berman September 1996 - June 2004
International Education Services, Tokyo Japan October 1995 - August 1996
Legg Mason January 1994 - August 1995
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Asset Management, Asset Allocation, Fixed Income, Series 7, Portfolio Management
Education
Drew University 1989 — 1993
Bachelor of Arts, History
Gilman School 1983 — 1989
Chartered Financial Analyst
Cortina Asset Management May 2011 - Present
Invesco Ltd. June 2010 - July 2010
Morgan Stanley Investment Management July 2004 - May 2010
Neuberger Berman September 1996 - June 2004
International Education Services, Tokyo Japan October 1995 - August 1996
Legg Mason January 1994 - August 1995
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Asset Management, Asset Allocation, Fixed Income, Series 7, Portfolio Management
Education
Drew University 1989 — 1993
Bachelor of Arts, History
Gilman School 1983 — 1989
Chartered Financial Analyst
Eric Hyde Eric Hyde's Invesco Ltd. Experience June 2010 - Present
Job Senior Investment Analyst at Invesco
Industry Investment Management
Experience
Invesco Ltd. June 2010 - Present
Van Kampen May 1990 - June 2010
Skills
Mutual Funds, Separately Managed..., Series 7, ETFs, Alternative Investments, Series 63, Asset Allocation, Investment Strategies, Investments, Series 65, Hedge Funds, Asset Managment, Equities, Portfolio Management, Fixed Income, Securities, Asset Management
Education
Eastern Illinois University 1985 — 1989
BA, Economics
Invesco Ltd. June 2010 - Present
Van Kampen May 1990 - June 2010
Skills
Mutual Funds, Separately Managed..., Series 7, ETFs, Alternative Investments, Series 63, Asset Allocation, Investment Strategies, Investments, Series 65, Hedge Funds, Asset Managment, Equities, Portfolio Management, Fixed Income, Securities, Asset Management
Education
Eastern Illinois University 1985 — 1989
BA, Economics
Kevin Means's Invesco Ltd. Experience June 1987 - July 1994
Job Founder and Principal at Select Alternative Investments
Industry Investment Management
Experience
Select Alternative Investments June 2012 - Present
Alpha Equity Management February 2000 - June 2011
Aeltus Investment Management Inc. July 1994 - December 1999
Invesco Management & Research February 1992 - July 1994
Invesco Ltd. June 1987 - July 1994
Skills
Equities, Hedge Funds, Asset Managment, Asset Allocation, Investment Strategies, Portfolio Management, Investments, Alternative Investments, Derivatives, Emerging Markets, Options, Portfolio Optimization, Global Macro, Hedging, Investment Management, Fixed Income, Equity Research, Managed Futures, Fund Of Funds, Quantitative Investing, Mutual Funds, ETFs, Securities
Education
University of Virginia - Darden Graduate School of Business Administration 1985 — 1987
Master of Business Administration (M.B.A.)
Fuller Theological Seminary 1980 — 1982
Master of Arts (MA), Theology/Theological Studies
William & Mary 1976 — 1980
BA, Economics
Select Alternative Investments June 2012 - Present
Alpha Equity Management February 2000 - June 2011
Aeltus Investment Management Inc. July 1994 - December 1999
Invesco Management & Research February 1992 - July 1994
Invesco Ltd. June 1987 - July 1994
Skills
Equities, Hedge Funds, Asset Managment, Asset Allocation, Investment Strategies, Portfolio Management, Investments, Alternative Investments, Derivatives, Emerging Markets, Options, Portfolio Optimization, Global Macro, Hedging, Investment Management, Fixed Income, Equity Research, Managed Futures, Fund Of Funds, Quantitative Investing, Mutual Funds, ETFs, Securities
Education
University of Virginia - Darden Graduate School of Business Administration 1985 — 1987
Master of Business Administration (M.B.A.)
Fuller Theological Seminary 1980 — 1982
Master of Arts (MA), Theology/Theological Studies
William & Mary 1976 — 1980
BA, Economics
Edgar Holmann Edgar Holmann's Invesco Ltd. Experience 2007 - Present
Job Managing Director, Global Head of Corporate Development at Invesco
Industry Investment Management
Experience
Invesco Ltd. 2007 - Present
Micron Technology, Inc. 2002 - 2007
McKinsey & Company 1998 - 2001
VSIS, Inc. 1997 - 1998
Mitsubishi Electric 1995 - 1997
Skills
Product Management, Business Strategy, Asset Management, Corporate Development, Mergers & Acquisitions, Financial Modeling, Joint Ventures, Strategy, Start-ups, Leadership, Venture Capital, Valuation, Private Equity, Management, Due Diligence, Investments, Cross-functional Team..., Competitive Analysis, Executive Management, Strategic Partnerships, Management Consulting, Business Development, Portfolio Management, Entrepreneurship, Emerging Markets
Education
Stanford University 1987 — 1995
PhD, Electrical Engineering
Stanford University 1986 — 1987
M.S., Electrical Engineering
Georgia Institute of Technology 1982 — 1986
B.S., Electrical Engineering
Invesco Ltd. 2007 - Present
Micron Technology, Inc. 2002 - 2007
McKinsey & Company 1998 - 2001
VSIS, Inc. 1997 - 1998
Mitsubishi Electric 1995 - 1997
Skills
Product Management, Business Strategy, Asset Management, Corporate Development, Mergers & Acquisitions, Financial Modeling, Joint Ventures, Strategy, Start-ups, Leadership, Venture Capital, Valuation, Private Equity, Management, Due Diligence, Investments, Cross-functional Team..., Competitive Analysis, Executive Management, Strategic Partnerships, Management Consulting, Business Development, Portfolio Management, Entrepreneurship, Emerging Markets
Education
Stanford University 1987 — 1995
PhD, Electrical Engineering
Stanford University 1986 — 1987
M.S., Electrical Engineering
Georgia Institute of Technology 1982 — 1986
B.S., Electrical Engineering
Alec Grabowski's Invesco Ltd. Experience April 2011 - September 2011
Job Director, Clinical Operations Management at Evolent Health
Industry Hospital & Health Care
Experience
Evolent Health March 2015 - Present
WellStar Health System July 2014 - March 2015
WellStar Health System November 2013 - July 2014
WellStar Health System August 2012 - November 2013
The Raymond Corporation May 2012 - August 2012
WellStar Health System November 2011 - May 2012
Invesco Ltd. April 2011 - September 2011
Skills
Operations Management, Project Management, Management, Data Analysis, Healthcare Management, Team Building, Financial Analysis, Leadership, Lean Operations, Business Planning, Continuous Improvement, Lean Manufacturing, Healthcare improvement, Strategy, Strategic Partnerships, Population Health, Physician Relations, Healthcare, Healthcare Information..., Revenue Cycle, Analysis, Microsoft Excel, Logistics, Strategic Planning
Education
Georgia State University - J. Mack Robinson College of Business
Master of Healthcare Administration (MHA)
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration (MBA)
Kennesaw State University
BBA, Management (Operations Management)
Evolent Health March 2015 - Present
WellStar Health System July 2014 - March 2015
WellStar Health System November 2013 - July 2014
WellStar Health System August 2012 - November 2013
The Raymond Corporation May 2012 - August 2012
WellStar Health System November 2011 - May 2012
Invesco Ltd. April 2011 - September 2011
Skills
Operations Management, Project Management, Management, Data Analysis, Healthcare Management, Team Building, Financial Analysis, Leadership, Lean Operations, Business Planning, Continuous Improvement, Lean Manufacturing, Healthcare improvement, Strategy, Strategic Partnerships, Population Health, Physician Relations, Healthcare, Healthcare Information..., Revenue Cycle, Analysis, Microsoft Excel, Logistics, Strategic Planning
Education
Georgia State University - J. Mack Robinson College of Business
Master of Healthcare Administration (MHA)
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration (MBA)
Kennesaw State University
BBA, Management (Operations Management)
Kim Flinchum's Invesco Ltd. Experience 1996 - 2005
Job Vice President, EBS at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank December 2014 - Present
Divervisied Investment Advisors March 2009 - April 2011
Invesco Ltd. 1996 - 2005
AMVESCAP Retirement 1996 - 2005
F&G Life 1983 - 1992
Skills
401k, Defined Benefit, Series 63, Mutual Funds, Retirement, Series 7, Investments, Retirement Plan..., Asset Allocation, Financial Services, Retirement Planning, Securities, ERISA, Pensions, Fixed Annuities, Investment Advisory, Financial Advisory, Investment Strategies, Alternative Investments, Series 6, Management, Series 65, Relationship Management, Asset Management, Employee Benefits
Education
George Mason University 1974 — 1976
Bachelor of Science (BS), Business Administration
Hayfield High School
SunTrust Bank December 2014 - Present
Divervisied Investment Advisors March 2009 - April 2011
Invesco Ltd. 1996 - 2005
AMVESCAP Retirement 1996 - 2005
F&G Life 1983 - 1992
Skills
401k, Defined Benefit, Series 63, Mutual Funds, Retirement, Series 7, Investments, Retirement Plan..., Asset Allocation, Financial Services, Retirement Planning, Securities, ERISA, Pensions, Fixed Annuities, Investment Advisory, Financial Advisory, Investment Strategies, Alternative Investments, Series 6, Management, Series 65, Relationship Management, Asset Management, Employee Benefits
Education
George Mason University 1974 — 1976
Bachelor of Science (BS), Business Administration
Hayfield High School
Dale Mullis Dale Mullis's Invesco Ltd. Experience April 1991 - January 2005
Job Controller / Assistant Treasurer at Columbia Theological Seminary
Industry Higher Education
Experience
Columbia Theological Seminary January 2005 - Present
Invesco Ltd. April 1991 - January 2005
Stewart & Associates March 1986 - February 1991
Skills
Financial Statements, Account Reconciliation, Financial Reporting, Financial Analysis, Financial Modeling, Investment Valuation, Budgets, Accounts Payable, Fixed Assets, Accounts Receivable, Auditing, Journal Entries, Tax, Accruals, Bookkeeping, Bank Reconciliation, Management Accounting, Accounting, Public Speaking
Education
Georgia State University - J. Mack Robinson College of Business 1982 — 1987
B.B.A., Accounting - Business
Columbia Theological Seminary January 2005 - Present
Invesco Ltd. April 1991 - January 2005
Stewart & Associates March 1986 - February 1991
Skills
Financial Statements, Account Reconciliation, Financial Reporting, Financial Analysis, Financial Modeling, Investment Valuation, Budgets, Accounts Payable, Fixed Assets, Accounts Receivable, Auditing, Journal Entries, Tax, Accruals, Bookkeeping, Bank Reconciliation, Management Accounting, Accounting, Public Speaking
Education
Georgia State University - J. Mack Robinson College of Business 1982 — 1987
B.B.A., Accounting - Business
Chad Provost Chad Provost's Invesco Ltd. Experience May 2015 - Present
Job Associate Portfolio Manager at Invesco US
Industry Real Estate
Experience
Invesco Ltd. May 2015 - Present
Invesco Ltd. July 2013 - April 2015
Marriott International June 2012 - August 2012
Keystone Consulting Group September 2010 - August 2011
SunTrust Bank May 2008 - September 2010
Keystone Consulting Group September 2006 - May 2008
Keystone Consulting Group September 2003 - September 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Real Estate, Due Diligence, Risk Management, Asset Management, Commercial Real Estate, Investments, Corporate Finance, Finance, Bloomberg, Equities, Fixed Income, Portfolio Management, Management
Education
Georgetown University - The McDonough School of Business 2011 — 2013
Master of Business Administration
HEC Paris 2012 — 2012
Master of Business Administration (MBA) - Exchange
University of Florida - Warrington College Of Business 1999 — 2003
Bachelor of Science, Finance
Invesco Ltd. May 2015 - Present
Invesco Ltd. July 2013 - April 2015
Marriott International June 2012 - August 2012
Keystone Consulting Group September 2010 - August 2011
SunTrust Bank May 2008 - September 2010
Keystone Consulting Group September 2006 - May 2008
Keystone Consulting Group September 2003 - September 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Real Estate, Due Diligence, Risk Management, Asset Management, Commercial Real Estate, Investments, Corporate Finance, Finance, Bloomberg, Equities, Fixed Income, Portfolio Management, Management
Education
Georgetown University - The McDonough School of Business 2011 — 2013
Master of Business Administration
HEC Paris 2012 — 2012
Master of Business Administration (MBA) - Exchange
University of Florida - Warrington College Of Business 1999 — 2003
Bachelor of Science, Finance
Lenore Wilson Lenore Wilson's Invesco Ltd. Experience August 2008 - May 2009
Job Director of Client and Employee Engagement
Industry Financial Services
Experience
Atlantic Trust June 2015 - Present
Atlantic Trust May 2009 - June 2015
Invesco Ltd. August 2008 - May 2009
Rawle Murdy May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Word, Microsoft Office, Social Media, Marketing, Leadership, Management, Process Improvement, Strategic Planning, Event Planning, Customer Service, Sales
Education
University of Georgia - Terry College of Business 2011 — 2012
Certified Financial Planner Program
Georgia Institute of Technology 2003 — 2009
Bachelors, Industrial Design and Marketing
Atlantic Trust June 2015 - Present
Atlantic Trust May 2009 - June 2015
Invesco Ltd. August 2008 - May 2009
Rawle Murdy May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Word, Microsoft Office, Social Media, Marketing, Leadership, Management, Process Improvement, Strategic Planning, Event Planning, Customer Service, Sales
Education
University of Georgia - Terry College of Business 2011 — 2012
Certified Financial Planner Program
Georgia Institute of Technology 2003 — 2009
Bachelors, Industrial Design and Marketing
Susie Richerson Susie Richerson's Invesco Ltd. Experience 2010 - 2011
Job Science Teacher at Ridgeview Middle School
Industry Investment Management
Experience
Ridgeview Middle School June 2013 - Present
Our Lady of the Assumption School August 2012 - Present
Georgia State University June 2011 - August 2012
Invesco Ltd. 2010 - 2011
ING Nederland April 2001 - January 2010
Skills
People Management, International Project..., Executive Compensation, Coaching, Business Communications, Process Improvement, Middle School Math and..., Management, Team Building
Education
Georgia State University 2011 — 2012
Masters of Art Education, Middle School Math and Science
University of Iowa 1985 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance
Ridgeview Middle School June 2013 - Present
Our Lady of the Assumption School August 2012 - Present
Georgia State University June 2011 - August 2012
Invesco Ltd. 2010 - 2011
ING Nederland April 2001 - January 2010
Skills
People Management, International Project..., Executive Compensation, Coaching, Business Communications, Process Improvement, Middle School Math and..., Management, Team Building
Education
Georgia State University 2011 — 2012
Masters of Art Education, Middle School Math and Science
University of Iowa 1985 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance
Martina Carter's Invesco Ltd. Experience April 2002 - February 2005
Job Wealth Management Professional
Industry Financial Services
Experience
Jamaican Mango & Lime 2015 - Present
Registered Investment Advisor November 2014 - Present
Buckhead Capital Management August 2007 - August 2013
Harris myCFO Investment Adviosry Services LLC February 2005 - August 2007
Invesco Ltd. April 2002 - February 2005
Franklin Templeton Investments May 2000 - April 2002
Skills
Investments, Portfolio Management, Equities, Fixed Income, Asset Management, Alternative Investments, Portfolio Administration, Bloomberg, Equity Research, Mutual Funds, Asset Managment, Wealth Management, High Net Worth..., Bloomberg Terminal, Private Equity, Financial Services, Bonds, Axys, Superior Client Service, Account Reconciliation, Wealth Management..., Advent, Options, Financial Management..., Investment..., Investment Portfolios, Equity and Fixed Income..., Institutional..., Performance Attribution, Separately Managed..., Corporate Actions, NetX360, Pershing/NetX360, Portia, Moxy
Education
University of Phoenix 2005 — 2007
MBA
Florida Metropolitan University 1999 — 2002
Bachelors, Accounting
Jamaican Mango & Lime 2015 - Present
Registered Investment Advisor November 2014 - Present
Buckhead Capital Management August 2007 - August 2013
Harris myCFO Investment Adviosry Services LLC February 2005 - August 2007
Invesco Ltd. April 2002 - February 2005
Franklin Templeton Investments May 2000 - April 2002
Skills
Investments, Portfolio Management, Equities, Fixed Income, Asset Management, Alternative Investments, Portfolio Administration, Bloomberg, Equity Research, Mutual Funds, Asset Managment, Wealth Management, High Net Worth..., Bloomberg Terminal, Private Equity, Financial Services, Bonds, Axys, Superior Client Service, Account Reconciliation, Wealth Management..., Advent, Options, Financial Management..., Investment..., Investment Portfolios, Equity and Fixed Income..., Institutional..., Performance Attribution, Separately Managed..., Corporate Actions, NetX360, Pershing/NetX360, Portia, Moxy
Education
University of Phoenix 2005 — 2007
MBA
Florida Metropolitan University 1999 — 2002
Bachelors, Accounting
Heather D. Propst, MBA's Invesco Ltd. Experience 2000 - 2014
Job Director of Marketing at Convergent
Industry Financial Services
Experience
Convergent - Retirement Technology Experts 2014 - Present
Invesco Ltd. 2000 - 2014
Invesco Ltd. (Formerly AMVESCAP) 1999 - 2000
Invesco North America - Institutional Marketing 1995 - 1999
Invesco EBI Funds Group 1993 - 1995
Invesco Services EBI Funds Group 1992 - 1993
Organization Management 1991 - 1993
Skills
Leadership, Project Management, Marketing, Management, Customer Service, E-commerce, Marketing Communications, Corporate Communications, Strategy, Training, Relationship Management, Mutual Funds, Series 65, Asset Management, Asset Managment, Investments, Financial Services, Management Consulting, Business Planning, Communication, Client Services, Email Marketing, Social Media Marketing, Consulting, Business Process..., Building Relationships, Human Relationship, Project Planning, Vendor Management, Vendor Relationship..., Vendor Relationships, CRM
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
MBA, Executive
Continuing Ed Classes
Georgia State University - J. Mack Robinson College of Business
BBA, Marketing
Convergent - Retirement Technology Experts 2014 - Present
Invesco Ltd. 2000 - 2014
Invesco Ltd. (Formerly AMVESCAP) 1999 - 2000
Invesco North America - Institutional Marketing 1995 - 1999
Invesco EBI Funds Group 1993 - 1995
Invesco Services EBI Funds Group 1992 - 1993
Organization Management 1991 - 1993
Skills
Leadership, Project Management, Marketing, Management, Customer Service, E-commerce, Marketing Communications, Corporate Communications, Strategy, Training, Relationship Management, Mutual Funds, Series 65, Asset Management, Asset Managment, Investments, Financial Services, Management Consulting, Business Planning, Communication, Client Services, Email Marketing, Social Media Marketing, Consulting, Business Process..., Building Relationships, Human Relationship, Project Planning, Vendor Management, Vendor Relationship..., Vendor Relationships, CRM
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
MBA, Executive
Continuing Ed Classes
Georgia State University - J. Mack Robinson College of Business
BBA, Marketing
Jonathan Durocher Jonathan Durocher's Invesco Ltd. Experience November 2005 - November 2006
Job President and CEO, National Bank Investments
Industry Financial Services
Experience
National Bank Investments September 2014 - Present
National Bank Financial November 2008 - Present
National Bank Financial November 2006 - November 2008
Invesco Ltd. November 2005 - November 2006
National Bank Financial September 2003 - October 2005
Skills
Business Development, Investment Solutions, Wealth Management, Mutual Funds, Portfolio Managers..., Fee-Based Platforms, Leadership Development, Organic Growth..., Business Intelligence
Education
Harvard Division of Continuing Education 2014 — 2014
Leadership & Decision Making
HEC Montreal - McGill University - Université Sherbrooke
Sherbrooke University 2007 — 2010
MBA
McGill University 2004 — 2005
Graduate Diploma, Treasury Finance
HEC Montreal 2000 — 2003
BAA, Finance
National Bank Investments September 2014 - Present
National Bank Financial November 2008 - Present
National Bank Financial November 2006 - November 2008
Invesco Ltd. November 2005 - November 2006
National Bank Financial September 2003 - October 2005
Skills
Business Development, Investment Solutions, Wealth Management, Mutual Funds, Portfolio Managers..., Fee-Based Platforms, Leadership Development, Organic Growth..., Business Intelligence
Education
Harvard Division of Continuing Education 2014 — 2014
Leadership & Decision Making
HEC Montreal - McGill University - Université Sherbrooke
Sherbrooke University 2007 — 2010
MBA
McGill University 2004 — 2005
Graduate Diploma, Treasury Finance
HEC Montreal 2000 — 2003
BAA, Finance
Charles Donahue Charles Donahue's Invesco Ltd. Experience June 2011 - August 2011
Job Associate at Arsenal Capital Partners
Industry Financial Services
Experience
Arsenal Capital Partners August 2015 - Present
Perella Weinberg Partners September 2014 - July 2015
Sagent Advisors July 2013 - August 2014
Sagent Advisors June 2012 - July 2012
Invesco Ltd. June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word
Education
Emory University - Goizueta Business School 2009 — 2013
Finance, General
Arsenal Capital Partners August 2015 - Present
Perella Weinberg Partners September 2014 - July 2015
Sagent Advisors July 2013 - August 2014
Sagent Advisors June 2012 - July 2012
Invesco Ltd. June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word
Education
Emory University - Goizueta Business School 2009 — 2013
Finance, General
Nabeela Alidina Nabeela Alidina's Invesco Ltd. Experience November 2010 - November 2011
Job Senior Associate at PwC
Industry Accounting
Experience
PwC November 2013 - January 2015
AGH, LLC November 2011 - October 2013
Invesco Ltd. November 2010 - November 2011
Georgia Department of Audits and Accounts July 2009 - November 2010
Georgia Department of Audits & Accounts September 2008 - July 2009
Georgia Department of Audits & Accounts September 2007 - August 2008
Georgia Department of Audits & Accounts March 2006 - August 2007
Posada Properties, LLC June 2005 - December 2005
Skills
GAAP, Auditing, Finance, Financial Accounting, Accounting, Financial Analysis, Financial Reporting, Internal Controls, Managerial Finance, Budgets, Policy, Management Consulting, Project Management, Cross-functional Team..., Operational Planning, Strategic Planning, Business Strategy, Business Process..., Business Development, Marketing Strategy, Business Intelligence, Entrepreneurship, Internal Audit, Real Estate, Purchase Price..., Business Acquisition, Revenue Recognition, Due Diligence, Sarbanes-Oxley Act, Analysis, Variance Analysis, Financial Statements, Strategic Financial...
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship, Strategic Management & Operations Management
Georgia Southern University - College of Business Administration 2003 — 2005
BBA, Accounting and Finance
PwC November 2013 - January 2015
AGH, LLC November 2011 - October 2013
Invesco Ltd. November 2010 - November 2011
Georgia Department of Audits and Accounts July 2009 - November 2010
Georgia Department of Audits & Accounts September 2008 - July 2009
Georgia Department of Audits & Accounts September 2007 - August 2008
Georgia Department of Audits & Accounts March 2006 - August 2007
Posada Properties, LLC June 2005 - December 2005
Skills
GAAP, Auditing, Finance, Financial Accounting, Accounting, Financial Analysis, Financial Reporting, Internal Controls, Managerial Finance, Budgets, Policy, Management Consulting, Project Management, Cross-functional Team..., Operational Planning, Strategic Planning, Business Strategy, Business Process..., Business Development, Marketing Strategy, Business Intelligence, Entrepreneurship, Internal Audit, Real Estate, Purchase Price..., Business Acquisition, Revenue Recognition, Due Diligence, Sarbanes-Oxley Act, Analysis, Variance Analysis, Financial Statements, Strategic Financial...
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship, Strategic Management & Operations Management
Georgia Southern University - College of Business Administration 2003 — 2005
BBA, Accounting and Finance
Diane Donaldson Diane Donaldson's Invesco Ltd. Experience 2001 - 2006
Job Office Systems & Support Manager at Popeyes Louisiana Kitchen
Industry Information Technology and Services
Experience
Popeyes Louisiana Kitchen June 2013 - Present
GoodCents March 2010 - June 2013
The Hartford 2005 - 2010
Invesco Ltd. 2001 - 2006
Georgia Society of CPAs 2000 - 2001
Skills
Active Directory, Troubleshooting, SharePoint, Software Documentation, Servers, Windows, DNS, Technical Support, Microsoft Exchange, DHCP, IIS, Management, Disaster Recovery, XP, MS Project, Process Improvement, Business Analysis, Access, Program Management, System Administration, Analysis, Microsoft Office, Visio, Vendor Management, Call Centers, Microsoft SQL Server, Operating Systems, Windows XP, Databases, Windows 7, Integration
Education
Gwinnett Technical College 2000 — 2001
Continuing Education Credits in Information Technology
Kansas State University 1989 — 1993
Business Administration Candidate
Grant High School
Southern Polytechnic State University
Popeyes Louisiana Kitchen June 2013 - Present
GoodCents March 2010 - June 2013
The Hartford 2005 - 2010
Invesco Ltd. 2001 - 2006
Georgia Society of CPAs 2000 - 2001
Skills
Active Directory, Troubleshooting, SharePoint, Software Documentation, Servers, Windows, DNS, Technical Support, Microsoft Exchange, DHCP, IIS, Management, Disaster Recovery, XP, MS Project, Process Improvement, Business Analysis, Access, Program Management, System Administration, Analysis, Microsoft Office, Visio, Vendor Management, Call Centers, Microsoft SQL Server, Operating Systems, Windows XP, Databases, Windows 7, Integration
Education
Gwinnett Technical College 2000 — 2001
Continuing Education Credits in Information Technology
Kansas State University 1989 — 1993
Business Administration Candidate
Grant High School
Southern Polytechnic State University
Tony Green Tony Green's Invesco Ltd. Experience 2003 - 2005
Job Identifying, Developing Process Improvement, Customer Excellence, Strategic Development, Communication and Execution
Industry Financial Services
Experience
Operational and Customer Value Centers of Excellence April 2014 - Present
Brown Financial Group January 2013 - March 2014
American Circulation Innovation November 2010 - June 2013
Eagle Business Strategies September 2006 - October 2009
Kiwanis Club of Johns Creek October 2006 - September 2009
INVESCO July 1993 - June 2005
Invesco Ltd. 2003 - 2005
AIM Investments 1997 - 2003
Invesco US July 1993 - February 1997
Edward Jones & Co. 1978 - 1993
Skills
Strategic Planning, Process Improvement, Team Building, Change Management, Risk Management, Operations Management, Vendor Management, Due Diligence, Business Strategy, Coaching, Leadership Development, New Business Development, Customer Service, Performance Management, Compliance, Client Issue Resolution, Maintaining Strong..., Customer Relations, Management Consulting, Problem Solving, Budgeting, Organizational..., Sales Management, Contract Negotiation, Negotiation, Product Development, Mentoring, Employee Relations, Team Leadership, Planning, Executive Management, Business Planning, Management, Investments, CRM, Project Management, Business Process..., Business Development, Customer Satisfaction, Project Planning, Business Analysis, Analysis, Marketing, Finance, Entrepreneurship, Talent Management, Sales, Financial Services, Mutual Funds, Consulting
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters Certifictes of Business Management, Business Marketing and Business Finance
Georgia State University
Operational and Customer Value Centers of Excellence April 2014 - Present
Brown Financial Group January 2013 - March 2014
American Circulation Innovation November 2010 - June 2013
Eagle Business Strategies September 2006 - October 2009
Kiwanis Club of Johns Creek October 2006 - September 2009
INVESCO July 1993 - June 2005
Invesco Ltd. 2003 - 2005
AIM Investments 1997 - 2003
Invesco US July 1993 - February 1997
Edward Jones & Co. 1978 - 1993
Skills
Strategic Planning, Process Improvement, Team Building, Change Management, Risk Management, Operations Management, Vendor Management, Due Diligence, Business Strategy, Coaching, Leadership Development, New Business Development, Customer Service, Performance Management, Compliance, Client Issue Resolution, Maintaining Strong..., Customer Relations, Management Consulting, Problem Solving, Budgeting, Organizational..., Sales Management, Contract Negotiation, Negotiation, Product Development, Mentoring, Employee Relations, Team Leadership, Planning, Executive Management, Business Planning, Management, Investments, CRM, Project Management, Business Process..., Business Development, Customer Satisfaction, Project Planning, Business Analysis, Analysis, Marketing, Finance, Entrepreneurship, Talent Management, Sales, Financial Services, Mutual Funds, Consulting
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters Certifictes of Business Management, Business Marketing and Business Finance
Georgia State University
Thomas G. Anderson, MBA's Invesco Ltd. Experience February 2015 - Present
Job Trainer of Sales Champions
Industry Investment Management
Experience
Invesco Ltd. February 2015 - Present
Answer Financial July 2012 - January 2015
American General Life Companies April 2010 - July 2012
Prudential Annuities April 2008 - 2009
MassMutual Financial Group May 2006 - March 2008
AXA CLIENT SOLUTIONS January 2000 - January 2006
MetLife January 1997 - January 1999
Skills
Coaching, Sales Management, Instructional Design, Employee Engagement, B2B, Management, Team Building, Training, Sales, CRM, Business Planning, Team Management, Marketing, Program Management, Recruiting, Leadership, Sales Process, Onboarding, Employee Training, Staff Development, Customer Retention, Insurance, Employee Benefits, Process Improvement, Performance Management, Time Management, Cold Calling, Strategy, Leadership Development, Team Leadership, Call Centers, Account Management
Education
University of Phoenix 2002 — 2004
MBA, Business management, marketing, finance
Fordham University
Bachelors, English Lit
Invesco Ltd. February 2015 - Present
Answer Financial July 2012 - January 2015
American General Life Companies April 2010 - July 2012
Prudential Annuities April 2008 - 2009
MassMutual Financial Group May 2006 - March 2008
AXA CLIENT SOLUTIONS January 2000 - January 2006
MetLife January 1997 - January 1999
Skills
Coaching, Sales Management, Instructional Design, Employee Engagement, B2B, Management, Team Building, Training, Sales, CRM, Business Planning, Team Management, Marketing, Program Management, Recruiting, Leadership, Sales Process, Onboarding, Employee Training, Staff Development, Customer Retention, Insurance, Employee Benefits, Process Improvement, Performance Management, Time Management, Cold Calling, Strategy, Leadership Development, Team Leadership, Call Centers, Account Management
Education
University of Phoenix 2002 — 2004
MBA, Business management, marketing, finance
Fordham University
Bachelors, English Lit
Anthony Camilleri, AAMS Anthony Camilleri, AAMS's Invesco Ltd. Experience June 2010 - October 2013
Job Regional Vice President at Capital Group
Industry Investment Management
Experience
Capital Group November 2013 - Present
Invesco Ltd. June 2010 - October 2013
DWS Investments June 2006 - June 2010
Evergreen Investments November 2003 - June 2006
Travelers January 2001 - November 2003
OppenheimerFunds January 1999 - December 2000
Merrill Lynch September 1996 - December 1998
Skills
Mutual Funds, Portfolio Management, Accredited Asset..., Life & Health Insurance..., Series 7,26,63,65, Separately Managed..., ETFs, Financial Advisory, Finance, Strategic Financial..., Banking
Education
Molloy College 1992 — 1994
B of A, Business Management
Hofstra University 1990 — 1992
Business Management
Capital Group November 2013 - Present
Invesco Ltd. June 2010 - October 2013
DWS Investments June 2006 - June 2010
Evergreen Investments November 2003 - June 2006
Travelers January 2001 - November 2003
OppenheimerFunds January 1999 - December 2000
Merrill Lynch September 1996 - December 1998
Skills
Mutual Funds, Portfolio Management, Accredited Asset..., Life & Health Insurance..., Series 7,26,63,65, Separately Managed..., ETFs, Financial Advisory, Finance, Strategic Financial..., Banking
Education
Molloy College 1992 — 1994
B of A, Business Management
Hofstra University 1990 — 1992
Business Management
Brian Hartigan, CFA Brian Hartigan, CFA's Invesco Ltd. Experience July 2000 - Present
Job Director Product Development & Management Invesco Unit Trust
Industry Investment Management
Experience
Invesco Ltd. July 2000 - Present
Skills
Mutual Funds
Education
DePaul University 2001 — 2002
MBA, Finance
University of St. Thomas 1996 — 2000
BA- Business, Finance
Nazareth Academy
Invesco Ltd. July 2000 - Present
Skills
Mutual Funds
Education
DePaul University 2001 — 2002
MBA, Finance
University of St. Thomas 1996 — 2000
BA- Business, Finance
Nazareth Academy
Aylin Ongurer Aylin Ongurer's Invesco Ltd. Experience June 2010 - Present
Job Team Lead, DB Services at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley 2001 - June 2010
Van Kampen Investments 1996 - 2001
NOAA 1990 - 1993
Skills
Sybase, Data Warehousing, SQL, Disaster Recovery, SDLC
Education
George Mason University 1989 — 1994
BS, Computer Science
George Mason University - School of Business
MS, Information Systems
Invesco Ltd. June 2010 - Present
Morgan Stanley 2001 - June 2010
Van Kampen Investments 1996 - 2001
NOAA 1990 - 1993
Skills
Sybase, Data Warehousing, SQL, Disaster Recovery, SDLC
Education
George Mason University 1989 — 1994
BS, Computer Science
George Mason University - School of Business
MS, Information Systems
Mike McHale Mike McHale's Invesco Ltd. Experience December 2010 - Present
Job Head of Global Corporate Services and Chief Procurement Officer at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. December 2010 - Present
Invesco Ltd. March 2007 - Present
The Home Depot July 2006 - March 2007
Mirant January 2005 - May 2006
Delta Air Lines February 1992 - January 2005
Skills
Strategic Sourcing, Procurement, Cross-functional Team..., Supply Chain Management, Vendor Management, Sourcing, Strategy, Building Relationships, Change Management, Operations Management, Leadership, Outsourcing, Management, Business Process..., Process Improvement, Negotiation, Supply Management, Recruiting, Supply Chain, Global Sourcing, Forecasting, Contract Management, Six Sigma, Telecommunications, Program Management, Contract Negotiation, Business Transformation, Team Leadership, Executive Management
Education
Georgia Institute of Technology 1985 — 1991
Bachelor of Science, Industrial & Systems Engineering
St. Pius X 1982 — 1985
Invesco Ltd. December 2010 - Present
Invesco Ltd. March 2007 - Present
The Home Depot July 2006 - March 2007
Mirant January 2005 - May 2006
Delta Air Lines February 1992 - January 2005
Skills
Strategic Sourcing, Procurement, Cross-functional Team..., Supply Chain Management, Vendor Management, Sourcing, Strategy, Building Relationships, Change Management, Operations Management, Leadership, Outsourcing, Management, Business Process..., Process Improvement, Negotiation, Supply Management, Recruiting, Supply Chain, Global Sourcing, Forecasting, Contract Management, Six Sigma, Telecommunications, Program Management, Contract Negotiation, Business Transformation, Team Leadership, Executive Management
Education
Georgia Institute of Technology 1985 — 1991
Bachelor of Science, Industrial & Systems Engineering
St. Pius X 1982 — 1985
David Swan David Swan's Invesco Ltd. Experience August 2011 - Present
Job Accounting at Invesco
Industry Accounting
Experience
Invesco Ltd. August 2011 - Present
Magnolia Audio Video July 2009 - August 2011
Holland & Company September 2006 - January 2009
Eclectic Furniture December 2003 - September 2006
Skills
Accounting, Financial Analysis, General Ledger, Accounts Receivable, Sales, Inventory Management, Account Reconciliation, GAAP, Retail, Variance Analysis, Oracle, Blackline, Microsoft Excel
Education
Georgia State University - J. Mack Robinson College of Business
Master of Professional Accountancy
University of Virginia 1999 — 2003
BA, Economics
Invesco Ltd. August 2011 - Present
Magnolia Audio Video July 2009 - August 2011
Holland & Company September 2006 - January 2009
Eclectic Furniture December 2003 - September 2006
Skills
Accounting, Financial Analysis, General Ledger, Accounts Receivable, Sales, Inventory Management, Account Reconciliation, GAAP, Retail, Variance Analysis, Oracle, Blackline, Microsoft Excel
Education
Georgia State University - J. Mack Robinson College of Business
Master of Professional Accountancy
University of Virginia 1999 — 2003
BA, Economics
Gerard J. Lian's Invesco Ltd. Experience June 2010 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
NYU Wagner School 2009 - 2014
Morgan Stanley Investment Management February 2000 - June 2010
NFMA 2000 - 2006
American Express 1984 - 1991
Skills
Credit analysis, municipal finance law, teaching, Bonds, Municipalities, Credit Analysis, Bloomberg, Asset Managment, Portfolio Management, Fixed Income, Capital Markets, Equities, Asset Management, Alternative Investments, Securities, Project Finance, Investments, Hedge Funds, Financial Modeling, Asset Allocation, Financial Analysis, Teaching, Investment Banking, Structured Finance, Series 7
Education
New York University Wagner School 1984 — 1987
MPA, Municipal Finance
Rutgers University School of Law - Camden 1978 — 1981
JD, Commercial and Real Property law
Drew University 1973 — 1977
BA, cum laude, History and American Studies
Saint Anselm
Invesco Ltd. June 2010 - Present
NYU Wagner School 2009 - 2014
Morgan Stanley Investment Management February 2000 - June 2010
NFMA 2000 - 2006
American Express 1984 - 1991
Skills
Credit analysis, municipal finance law, teaching, Bonds, Municipalities, Credit Analysis, Bloomberg, Asset Managment, Portfolio Management, Fixed Income, Capital Markets, Equities, Asset Management, Alternative Investments, Securities, Project Finance, Investments, Hedge Funds, Financial Modeling, Asset Allocation, Financial Analysis, Teaching, Investment Banking, Structured Finance, Series 7
Education
New York University Wagner School 1984 — 1987
MPA, Municipal Finance
Rutgers University School of Law - Camden 1978 — 1981
JD, Commercial and Real Property law
Drew University 1973 — 1977
BA, cum laude, History and American Studies
Saint Anselm
Jason Tronni Jason Tronni's Invesco Ltd. Experience February 2000 - September 2008
Job Vice President Operations at Vedanta Capital
Industry Venture Capital & Private Equity
Experience
Vedanta Capital September 2008 - Present
Invesco Ltd. February 2000 - September 2008
Skills
Asset Managment, Asset Management
Education
Eckerd College 1996 — 1999
BA, Business Management
Vedanta Capital September 2008 - Present
Invesco Ltd. February 2000 - September 2008
Skills
Asset Managment, Asset Management
Education
Eckerd College 1996 — 1999
BA, Business Management
Logan Allin's Invesco Ltd. Experience August 2010 - June 2012
Job VP of Business Development, CFO, and CIO at ONEHOPE, Inc
Industry Venture Capital & Private Equity
Experience
ONEHOPE, Inc September 2013 - Present
Point Digital Finance July 2015 - Present
BridgeAthletic March 2013 - Present
SoFi June 2012 - Present
Addepar March 2013 - Present
Zanbato March 2013 - Present
Eleven James September 2014 - Present
Scorpion Computer Services January 2010 - Present
ONEHOPE Wine June 2013 - September 2013
Invesco Ltd. August 2010 - June 2012
Skills
Hedge Funds, Asset Management, Portfolio Management, Wealth Management, Investments, Family Office, Private Banking, Private Equity, Venture Capital, Valuation, Equities, Asset Managment, Due Diligence, Capital Markets, Business Strategy, Investment Management, Strategic Financial..., Strategy, Management Consulting, Business Development, Financial Services, Entrepreneurship, CRM, Financial Modeling, Strategic Planning, Finance, Management, Corporate Finance, Alternative Investments, Leadership, Mergers, Financial Analysis, Business Transformation, Corporate Development, Emerging Markets, Executive Management, Start-ups, Fixed Income, Risk Management, Mergers & Acquisitions, Investment Banking, Product Management, Consulting, M&A experience, Restructuring, Outsourcing, Relationship Management, Investor Relations, Financial Markets, Securities
Education
Stanford University Graduate School of Business 2012 — 2013
Master of Science in Management, Sloan Master's Program
The University of Chicago - Booth School of Business 2012 — 2012
CPWA®, Chartered Private Wealth Advisor(SM)
University of Pennsylvania - The Wharton School 2011 — 2011
CIMA®, Certified Investment Management Analyst(SM)
University of California, Los Angeles 2009 — 2009
Extension, Financial Planning and Analysis
Duke University 1999 — 2003
BA, Public Policy & Political Science, Minor in Economics
Sacred Heart Preparatory 1996 — 1999
HS Diploma
Hinsdale Central High School 1995 — 1996
ONEHOPE, Inc September 2013 - Present
Point Digital Finance July 2015 - Present
BridgeAthletic March 2013 - Present
SoFi June 2012 - Present
Addepar March 2013 - Present
Zanbato March 2013 - Present
Eleven James September 2014 - Present
Scorpion Computer Services January 2010 - Present
ONEHOPE Wine June 2013 - September 2013
Invesco Ltd. August 2010 - June 2012
Skills
Hedge Funds, Asset Management, Portfolio Management, Wealth Management, Investments, Family Office, Private Banking, Private Equity, Venture Capital, Valuation, Equities, Asset Managment, Due Diligence, Capital Markets, Business Strategy, Investment Management, Strategic Financial..., Strategy, Management Consulting, Business Development, Financial Services, Entrepreneurship, CRM, Financial Modeling, Strategic Planning, Finance, Management, Corporate Finance, Alternative Investments, Leadership, Mergers, Financial Analysis, Business Transformation, Corporate Development, Emerging Markets, Executive Management, Start-ups, Fixed Income, Risk Management, Mergers & Acquisitions, Investment Banking, Product Management, Consulting, M&A experience, Restructuring, Outsourcing, Relationship Management, Investor Relations, Financial Markets, Securities
Education
Stanford University Graduate School of Business 2012 — 2013
Master of Science in Management, Sloan Master's Program
The University of Chicago - Booth School of Business 2012 — 2012
CPWA®, Chartered Private Wealth Advisor(SM)
University of Pennsylvania - The Wharton School 2011 — 2011
CIMA®, Certified Investment Management Analyst(SM)
University of California, Los Angeles 2009 — 2009
Extension, Financial Planning and Analysis
Duke University 1999 — 2003
BA, Public Policy & Political Science, Minor in Economics
Sacred Heart Preparatory 1996 — 1999
HS Diploma
Hinsdale Central High School 1995 — 1996
Joseph Edelstein, CFA's Invesco Ltd. Experience June 2010 - August 2010
Job Vice President at Stephens Inc.
Industry Capital Markets
Experience
Stephens Inc. March 2015 - Present
Stephens Inc. July 2014 - March 2015
Stephens Inc. May 2011 - July 2014
Goizueta Business School August 2009 - May 2011
Invesco Ltd. June 2010 - August 2010
BMO Capital Markets March 2007 - June 2009
Raymond James June 2005 - March 2007
Rebsamen Trust, University of Arkansas August 2004 - May 2005
Tyson Foods, Inc. January 2004 - March 2005
Education
Emory University - Goizueta Business School 2009 — 2011
Master of Business Administration (MBA)
University of Arkansas at Fayetteville 2001 — 2005
BSBA, Finance
University of Wisconsin at Platteville 2003 — 2003
Summer Study Abroad Program in Seville, Spain
Stephens Inc. March 2015 - Present
Stephens Inc. July 2014 - March 2015
Stephens Inc. May 2011 - July 2014
Goizueta Business School August 2009 - May 2011
Invesco Ltd. June 2010 - August 2010
BMO Capital Markets March 2007 - June 2009
Raymond James June 2005 - March 2007
Rebsamen Trust, University of Arkansas August 2004 - May 2005
Tyson Foods, Inc. January 2004 - March 2005
Education
Emory University - Goizueta Business School 2009 — 2011
Master of Business Administration (MBA)
University of Arkansas at Fayetteville 2001 — 2005
BSBA, Finance
University of Wisconsin at Platteville 2003 — 2003
Summer Study Abroad Program in Seville, Spain
Christopher Godfrey's Invesco Ltd. Experience June 2012 - August 2012
Job Equity Analyst at Invesco US
Industry Investment Management
Experience
Invesco US July 2013 - Present
Goizueta Business School August 2011 - May 2013
Invesco Ltd. June 2012 - August 2012
Regions Business Capital November 2007 - May 2011
Pritchard Capital Partners June 2006 - October 2006
Skills
Mutual Funds, Loans, Valuation, Equities, Securities, Series 7, Underwriting, Series 63, Insurance, Financial Modeling, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Capital Markets, Investment Banking, Private Equity, Finance, Asset Management, Due Diligence, Fixed Income, Economics, Bloomberg
Education
Emory University - Goizueta Business School 2011 — 2013
Master of Business Administration (MBA)
Washington and Lee University 2002 — 2006
BA, Economics
Invesco US July 2013 - Present
Goizueta Business School August 2011 - May 2013
Invesco Ltd. June 2012 - August 2012
Regions Business Capital November 2007 - May 2011
Pritchard Capital Partners June 2006 - October 2006
Skills
Mutual Funds, Loans, Valuation, Equities, Securities, Series 7, Underwriting, Series 63, Insurance, Financial Modeling, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Capital Markets, Investment Banking, Private Equity, Finance, Asset Management, Due Diligence, Fixed Income, Economics, Bloomberg
Education
Emory University - Goizueta Business School 2011 — 2013
Master of Business Administration (MBA)
Washington and Lee University 2002 — 2006
BA, Economics
Ned Moore's Invesco Ltd. Experience 1992 - 2000
Job CFA, Director, Managed Product Strategies
Industry Financial Services
Experience
Bey-Douglas November 2008 - Present
Merrill Lynch 2006 - October 2008
Allegiant Asset Management January 2005 - October 2006
American Express 2002 - 2004
INVESCO, Plc/AMVESCAP, Plc [Atlanta, Georgia] 1992 - 2001
INVESCO 1993 - 2000
Invesco Ltd. 1992 - 2000
Skills
Marketing, Securities, Financial Services, Product Management
Education
Emory University - Goizueta Business School 1990 — 1992
MBA
Sewanee-The University of the South 1980 — 1984
BA, English
Bey-Douglas November 2008 - Present
Merrill Lynch 2006 - October 2008
Allegiant Asset Management January 2005 - October 2006
American Express 2002 - 2004
INVESCO, Plc/AMVESCAP, Plc [Atlanta, Georgia] 1992 - 2001
INVESCO 1993 - 2000
Invesco Ltd. 1992 - 2000
Skills
Marketing, Securities, Financial Services, Product Management
Education
Emory University - Goizueta Business School 1990 — 1992
MBA
Sewanee-The University of the South 1980 — 1984
BA, English
Michael Dressler's Invesco Ltd. Experience April 2010 - November 2012
Job Manager, Desktop Services at Invesco Ltd.
Industry Investment Management
Experience
Invesco November 2012 - Present
Invesco Ltd. April 2010 - November 2012
JetBlue Airways April 2007 - April 2010
JetBlue Airways May 2005 - April 2007
Ipsos-NA 2002 - 2005
The NPD Group, Inc. 1997 - 2002
Skills
Software Documentation, ITIL, SharePoint, Active Directory, Windows Server, Process Improvement, Project Management, Windows 7, XP, Microsoft Exchange, Management, Cisco Technologies, Customer Service, Databases, Disaster Recovery, Information Technology, Technical Support, VPN, Vendor Management, Windows XP
Education
Briarcliff College 1999 — 1999
MCSE, Microsoft MCSE Courses
Hofstra University 1995 — 1997
BBA, Management
Nassau Community College 1992 — 1994
AA, Liberal Arts and Sciences
Invesco November 2012 - Present
Invesco Ltd. April 2010 - November 2012
JetBlue Airways April 2007 - April 2010
JetBlue Airways May 2005 - April 2007
Ipsos-NA 2002 - 2005
The NPD Group, Inc. 1997 - 2002
Skills
Software Documentation, ITIL, SharePoint, Active Directory, Windows Server, Process Improvement, Project Management, Windows 7, XP, Microsoft Exchange, Management, Cisco Technologies, Customer Service, Databases, Disaster Recovery, Information Technology, Technical Support, VPN, Vendor Management, Windows XP
Education
Briarcliff College 1999 — 1999
MCSE, Microsoft MCSE Courses
Hofstra University 1995 — 1997
BBA, Management
Nassau Community College 1992 — 1994
AA, Liberal Arts and Sciences
Leah Boccia's Invesco Ltd. Experience October 2009 - Present
Job Business Support Manager, Invesco Fixed Income
Industry Investment Management
Experience
Invesco Ltd. October 2009 - Present
BBDO Atlanta October 2007 - May 2009
Blue Sky Agency October 2006 - October 2007
BBDO Atlanta August 2005 - October 2006
Skills
Marketing Communications, Marketing Strategy, Integrated Marketing, Digital Marketing, Marketing, Direct Marketing, Advertising, Market Research, Email Marketing, Online Advertising, Mutual Funds, Account Management, Social Media, Digital Strategy, Brand Management, Strategic Planning, Interactive Marketing, Project Management
Education
DePaul University 2001 — 2005
Bachelors, Commerce
Invesco Ltd. October 2009 - Present
BBDO Atlanta October 2007 - May 2009
Blue Sky Agency October 2006 - October 2007
BBDO Atlanta August 2005 - October 2006
Skills
Marketing Communications, Marketing Strategy, Integrated Marketing, Digital Marketing, Marketing, Direct Marketing, Advertising, Market Research, Email Marketing, Online Advertising, Mutual Funds, Account Management, Social Media, Digital Strategy, Brand Management, Strategic Planning, Interactive Marketing, Project Management
Education
DePaul University 2001 — 2005
Bachelors, Commerce
Tom Jovic's Invesco Ltd. Experience June 2010 - Present
Job Bank Loan Operations Manager at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Van Kampen Investments March 2006 - June 2010
JPMorgan Chase Bank September 1998 - September 2005
Skills
Loans, Credit, Risk Management, Credit Risk, Financial Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, Business Administration
Northern Illinois University 1994 — 1998
BS, OMIS
Invesco Ltd. June 2010 - Present
Van Kampen Investments March 2006 - June 2010
JPMorgan Chase Bank September 1998 - September 2005
Skills
Loans, Credit, Risk Management, Credit Risk, Financial Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, Business Administration
Northern Illinois University 1994 — 1998
BS, OMIS
Chris Winand's Invesco Ltd. Experience February 2011 - Present
Job Regional Vice President at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. February 2011 - Present
Van Kampen Investments January 2006 - February 2011
Scudder Investments July 2003 - December 2005
Skills
Mutual Funds, Series 7, Financial Services, Alternative Investments, Asset Allocation, ETFs, Wealth Management, Asset Management, Series 63, Separately Managed..., Securities, Investment Strategies, Series 6, Series 65, 401k
Education
DePauw University 1999 — 2003
Biology, Communications, Honors Scholar Program
Invesco Ltd. February 2011 - Present
Van Kampen Investments January 2006 - February 2011
Scudder Investments July 2003 - December 2005
Skills
Mutual Funds, Series 7, Financial Services, Alternative Investments, Asset Allocation, ETFs, Wealth Management, Asset Management, Series 63, Separately Managed..., Securities, Investment Strategies, Series 6, Series 65, 401k
Education
DePauw University 1999 — 2003
Biology, Communications, Honors Scholar Program
Brendan McGill's Invesco Ltd. Experience September 2013 - Present
Job Counsel at Invesco
Industry Legal Services
Experience
Invesco Ltd. September 2013 - Present
Mohawk Industries January 2011 - September 2013
Alston & Bird LLP September 2004 - December 2010
U.S. Court of Appeals, 11th Circuit August 2003 - August 2004
Skills
Securities Regulation, Corporate Governance, Mergers, Joint Ventures, Securities Offerings, Private Equity, Corporate Law, International..., Mergers & Acquisitions, Securities, Financial Services, Corporate Finance, Legal Compliance, Acquisitions
Education
University of Virginia School of Law 2000 — 2003
JD
Duke University 1996 — 2000
B.A., Political Science
Marist 1990 — 1996
High School Diploma
Invesco Ltd. September 2013 - Present
Mohawk Industries January 2011 - September 2013
Alston & Bird LLP September 2004 - December 2010
U.S. Court of Appeals, 11th Circuit August 2003 - August 2004
Skills
Securities Regulation, Corporate Governance, Mergers, Joint Ventures, Securities Offerings, Private Equity, Corporate Law, International..., Mergers & Acquisitions, Securities, Financial Services, Corporate Finance, Legal Compliance, Acquisitions
Education
University of Virginia School of Law 2000 — 2003
JD
Duke University 1996 — 2000
B.A., Political Science
Marist 1990 — 1996
High School Diploma
Robert. Kent's Invesco Ltd. Experience March 1993 - April 1996
Job Vice President, National Sales Director
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
JPMorgan May 1996 - July 2013
Invesco Ltd. March 1993 - April 1996
Towers Perrin January 1988 - March 1993
Skills
Asset Management, Mutual Funds, Series 63, 401k, Series 7, Employee Benefits, Retirement, Wealth Management, Financial Services, Retirement Planning, Investments, Alternative Investments, Pensions, Securities, Asset Allocation
Education
Georgia Institute of Technology 1981 — 1985
Management Science
Wells Fargo July 2013 - Present
JPMorgan May 1996 - July 2013
Invesco Ltd. March 1993 - April 1996
Towers Perrin January 1988 - March 1993
Skills
Asset Management, Mutual Funds, Series 63, 401k, Series 7, Employee Benefits, Retirement, Wealth Management, Financial Services, Retirement Planning, Investments, Alternative Investments, Pensions, Securities, Asset Allocation
Education
Georgia Institute of Technology 1981 — 1985
Management Science
Jon Lawson's Invesco Ltd. Experience June 2010 - June 2011
Job Director Product Marketing at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments June 2011 - Present
Invesco Ltd. June 2010 - June 2011
Morgan Stanley Investment Management March 2007 - June 2010
BlackRock July 2004 - March 2007
Morgan Stanley Investment Management June 1997 - June 2004
Paine Webber - Mitchell Hutchins September 1992 - May 1997
Education
Fordham University - Graduate School of Business Administration 2001 — 2005
M.B.A
University of Delaware 1988 — 1992
B.S.
NVOT 1984 — 1988
Guggenheim Investments June 2011 - Present
Invesco Ltd. June 2010 - June 2011
Morgan Stanley Investment Management March 2007 - June 2010
BlackRock July 2004 - March 2007
Morgan Stanley Investment Management June 1997 - June 2004
Paine Webber - Mitchell Hutchins September 1992 - May 1997
Education
Fordham University - Graduate School of Business Administration 2001 — 2005
M.B.A
University of Delaware 1988 — 1992
B.S.
NVOT 1984 — 1988
Brian Binder's Invesco Ltd. Experience June 2010 - August 2012
Job Managing Director, President of Deutsche Funds and Head of Fund Administration
Industry Financial Services
Experience
Deutsche Bank November 2013 - Present
Invesco Ltd. June 2010 - August 2012
Morgan Stanley Investment Management June 2008 - May 2010
Morgan Stanley Investment Management November 2003 - May 2008
Morgan Stanley Investment Management September 2000 - October 2003
Van Kampen Investments August 1996 - August 2000
Van Kampen Investments March 1994 - July 1996
Skills
Mutual Funds, Alternative Investments, ETFs, Asset Management, Financial Markets, Asset Allocation, Wealth Management, Series 63, Investment Management, Asset Managment, Equities, Investment Strategies, Separately Managed..., Investments, Management, Securities, Fixed Income, Strategic Planning, Strategy, Finance, Financial Analysis, Investment Advisory, Series 6, Business Strategy, Marketing Strategy, Product Marketing, Product Management, Financial Modeling, Sales Operations, Legal Compliance, Organizational Design, Board Relations, Regulatory Affairs, Mergers, Unit Trusts, Presentation Coaching, Philanthropy, Series 26, Human Resources, Transfer Agency, Technology, Communication Skills, Distribution Strategies, Expert Witness, Acquisition Integration, 1940 Act, Closed-end Funds, Brand Developement, Mergers & Acquisitions, Mergers
Education
Eastern Illinois University 1991 — 1994
B.S. in Business Administration, Finance
Proviso West High School 1987 — 1990
Deutsche Bank November 2013 - Present
Invesco Ltd. June 2010 - August 2012
Morgan Stanley Investment Management June 2008 - May 2010
Morgan Stanley Investment Management November 2003 - May 2008
Morgan Stanley Investment Management September 2000 - October 2003
Van Kampen Investments August 1996 - August 2000
Van Kampen Investments March 1994 - July 1996
Skills
Mutual Funds, Alternative Investments, ETFs, Asset Management, Financial Markets, Asset Allocation, Wealth Management, Series 63, Investment Management, Asset Managment, Equities, Investment Strategies, Separately Managed..., Investments, Management, Securities, Fixed Income, Strategic Planning, Strategy, Finance, Financial Analysis, Investment Advisory, Series 6, Business Strategy, Marketing Strategy, Product Marketing, Product Management, Financial Modeling, Sales Operations, Legal Compliance, Organizational Design, Board Relations, Regulatory Affairs, Mergers, Unit Trusts, Presentation Coaching, Philanthropy, Series 26, Human Resources, Transfer Agency, Technology, Communication Skills, Distribution Strategies, Expert Witness, Acquisition Integration, 1940 Act, Closed-end Funds, Brand Developement, Mergers & Acquisitions, Mergers
Education
Eastern Illinois University 1991 — 1994
B.S. in Business Administration, Finance
Proviso West High School 1987 — 1990
Jonathan Taylor, CPA's Invesco Ltd. Experience May 2010 - December 2014
Job Manager of Tax Accounting at Nucor Corporation
Industry Mining & Metals
Experience
Nucor Corporation December 2014 - Present
Invesco Ltd. May 2010 - December 2014
PricewaterhouseCoopers September 2006 - June 2010
PricewaterhouseCoopers September 2005 - August 2006
PricewaterhouseCoopers January 2005 - May 2005
Skills
Financial Reporting, Accounting, Financial Analysis, Tax, CPA, GAAP, Internal Controls, SEC filings, Sarbanes-Oxley Act, US GAAP
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
Masters, Tax
Winthrop University 2004 — 2005
MBA
Winthrop University 1999 — 2003
BS BADM, Finance
Nucor Corporation December 2014 - Present
Invesco Ltd. May 2010 - December 2014
PricewaterhouseCoopers September 2006 - June 2010
PricewaterhouseCoopers September 2005 - August 2006
PricewaterhouseCoopers January 2005 - May 2005
Skills
Financial Reporting, Accounting, Financial Analysis, Tax, CPA, GAAP, Internal Controls, SEC filings, Sarbanes-Oxley Act, US GAAP
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
Masters, Tax
Winthrop University 2004 — 2005
MBA
Winthrop University 1999 — 2003
BS BADM, Finance
Brian Cox, CPA's Invesco Ltd. Experience January 2010 - May 2012
Job Senior Tax Accountant at Schlumberger
Industry Accounting
Experience
Schlumberger May 2012 - Present
Invesco Ltd. January 2010 - May 2012
Briggs & Veselka Co. October 2008 - December 2009
BKD, LLP August 2005 - October 2008
American Cancer Society August 2004 - December 2004
BKD, LLP February 2004 - May 2004
Skills
Tax Accounting, Accounting, Tax, Income Tax, Tax Research, Corporate Tax, Tax Preparation, Fixed Assets, General Ledger, US GAAP, Financial Accounting, GAAP
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2005
Master in Professional Accounting & Bachelor of Business Administration, Accounting
ESCP Europe 2003 — 2003
Study Abroad, International Accounting
Schlumberger May 2012 - Present
Invesco Ltd. January 2010 - May 2012
Briggs & Veselka Co. October 2008 - December 2009
BKD, LLP August 2005 - October 2008
American Cancer Society August 2004 - December 2004
BKD, LLP February 2004 - May 2004
Skills
Tax Accounting, Accounting, Tax, Income Tax, Tax Research, Corporate Tax, Tax Preparation, Fixed Assets, General Ledger, US GAAP, Financial Accounting, GAAP
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2005
Master in Professional Accounting & Bachelor of Business Administration, Accounting
ESCP Europe 2003 — 2003
Study Abroad, International Accounting
Jeff Burnette, PMP's Invesco Ltd. Experience May 2000 - September 2005
Job Contractor, Client Services
Industry Financial Services
Experience
BridgePoint Group, LLC April 2012 - January 2014
Woodburn LLC October 2005 - 2011
Invesco Ltd. May 2000 - September 2005
Invesco Ltd. September 1998 - May 2000
Skills
Customer Relations, Software Project..., SDLC, Process Improvement, Process Development, Problem Solving, Business Analysis, New Business Development, Sales Management, Software Documentation, Project Management, Program Management, Operations Management, Business Requirements, Customer Service, Strategic Planning, Leadership, Management, Team Leadership
Education
High Point University
BS, Business Administration
BridgePoint Group, LLC April 2012 - January 2014
Woodburn LLC October 2005 - 2011
Invesco Ltd. May 2000 - September 2005
Invesco Ltd. September 1998 - May 2000
Skills
Customer Relations, Software Project..., SDLC, Process Improvement, Process Development, Problem Solving, Business Analysis, New Business Development, Sales Management, Software Documentation, Project Management, Program Management, Operations Management, Business Requirements, Customer Service, Strategic Planning, Leadership, Management, Team Leadership
Education
High Point University
BS, Business Administration
Stacey Reeve's Invesco Ltd. Experience March 2011 - December 2014
Job Performance Management and Total Rewards Execution at SunTrust
Industry Banking
Experience
SunTrust December 2014 - Present
Invesco Ltd. March 2011 - December 2014
RLG Macy's / Macy's South July 2004 - December 2004
Mail Boxes Etc. October 2000 - April 2004
Jack in the Box, Inc April 1999 - October 2000
Academic Press July 1997 - April 1999
National Steel & Shipbuilding Co July 1995 - July 1997
National Health Laboratories, Inc April 1995 - July 1995
Transamerica Financial Services August 1994 - February 1995
Skills
Budgeting, Compensation, Excel, PowerPoint, Analysis, Financial Analysis, Deferred Compensation, Accounting, Human Resources, Financial Reporting, Forecasting, Leadership Development, Budgets, Strategic Planning, Finance, Auditing, Microsoft Excel, Employee Benefits, Management, Financial Modeling, Market Pricing
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
MBA, Human Resources
California Polytechnic State University 1990 — 1994
Bachelor of Science, Business Administration; Accounting
Kearny High School Salutatorian
SunTrust December 2014 - Present
Invesco Ltd. March 2011 - December 2014
RLG Macy's / Macy's South July 2004 - December 2004
Mail Boxes Etc. October 2000 - April 2004
Jack in the Box, Inc April 1999 - October 2000
Academic Press July 1997 - April 1999
National Steel & Shipbuilding Co July 1995 - July 1997
National Health Laboratories, Inc April 1995 - July 1995
Transamerica Financial Services August 1994 - February 1995
Skills
Budgeting, Compensation, Excel, PowerPoint, Analysis, Financial Analysis, Deferred Compensation, Accounting, Human Resources, Financial Reporting, Forecasting, Leadership Development, Budgets, Strategic Planning, Finance, Auditing, Microsoft Excel, Employee Benefits, Management, Financial Modeling, Market Pricing
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
MBA, Human Resources
California Polytechnic State University 1990 — 1994
Bachelor of Science, Business Administration; Accounting
Kearny High School Salutatorian
Anupama Nimak's Invesco Ltd. Experience 2004 - 2007
Job IT Team Lead at invesco
Industry Financial Services
Experience
invesco March 2013 - Present
INVESCO 2008 - March 2013
INVESCO 2007 - 2010
Invesco Ltd. 2004 - 2007
Skills
Software Project..., Business Analysis for..., Trading Systems
Education
University of Houston 1993 — 1996
MS, Computer science
University of Pune 1988 — 1992
M. Sc, Physics
Fergusson College 1985 — 1988
BSc, Physics
invesco March 2013 - Present
INVESCO 2008 - March 2013
INVESCO 2007 - 2010
Invesco Ltd. 2004 - 2007
Skills
Software Project..., Business Analysis for..., Trading Systems
Education
University of Houston 1993 — 1996
MS, Computer science
University of Pune 1988 — 1992
M. Sc, Physics
Fergusson College 1985 — 1988
BSc, Physics
Aaron Uhde, CFA's Invesco Ltd. Experience November 2009 - Present
Job Chief Administrative Officer, Invesco Fixed Income at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. November 2009 - Present
Invesco July 2007 - November 2009
Invesco Ltd. December 2005 - July 2007
Invesco Ltd. December 2002 - December 2005
Invesco Ltd. November 2000 - November 2002
Invesco Ltd. April 1999 - November 2000
Invesco Ltd. March 1998 - July 1998
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MBA, Finance
University of Iowa 1991 — 1994
BA
Invesco Ltd. November 2009 - Present
Invesco July 2007 - November 2009
Invesco Ltd. December 2005 - July 2007
Invesco Ltd. December 2002 - December 2005
Invesco Ltd. November 2000 - November 2002
Invesco Ltd. April 1999 - November 2000
Invesco Ltd. March 1998 - July 1998
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MBA, Finance
University of Iowa 1991 — 1994
BA
Sipola Ongewe's Invesco Ltd. Experience January 2001 - December 2002
Job VP, Process Design Consultant, Bank of America
Industry Banking
Experience
Bank of America October 2014 - Present
Raydiant Consulting Inc. October 2013 - Present
ProActive Managament Consulting, LLC January 2011 - January 2013
ProActive Management Consulting December 2008 - January 2013
Sipola Skincare, LLC January 2007 - February 2010
Imageplus and Rejuva MediSpa September 2006 - May 2007
Wells Real Estate Funds January 2003 - April 2006
Invesco Ltd. January 2001 - December 2002
Skills
Business Process..., Project Management, Leadership, Start-ups, Business Analysis, Six Sigma, Program Management, Strategic Planning, Business Strategy, Data Mining, Minitab, SAS, Business Intelligence, Lean Tools, Microsoft Excel, Visio, Data Analysis, SQL, Process Improvement, Operations Management, New Business Development, Quality Assurance, Continuous Improvement, Consulting
Education
Georgia State University 2013 — 2014
Lean Six Sigma Black Belt
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
MBA, Business Analysis and Operations Management
Luther College 1995 — 1999
B.A., Economics and Chemistry
Saint Mary's School Nairobi, Kenya 1992 — 1993
International Baccalaureate Diploma
Loreto Convent Msongari
Primary and Secondary School
Bank of America October 2014 - Present
Raydiant Consulting Inc. October 2013 - Present
ProActive Managament Consulting, LLC January 2011 - January 2013
ProActive Management Consulting December 2008 - January 2013
Sipola Skincare, LLC January 2007 - February 2010
Imageplus and Rejuva MediSpa September 2006 - May 2007
Wells Real Estate Funds January 2003 - April 2006
Invesco Ltd. January 2001 - December 2002
Skills
Business Process..., Project Management, Leadership, Start-ups, Business Analysis, Six Sigma, Program Management, Strategic Planning, Business Strategy, Data Mining, Minitab, SAS, Business Intelligence, Lean Tools, Microsoft Excel, Visio, Data Analysis, SQL, Process Improvement, Operations Management, New Business Development, Quality Assurance, Continuous Improvement, Consulting
Education
Georgia State University 2013 — 2014
Lean Six Sigma Black Belt
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
MBA, Business Analysis and Operations Management
Luther College 1995 — 1999
B.A., Economics and Chemistry
Saint Mary's School Nairobi, Kenya 1992 — 1993
International Baccalaureate Diploma
Loreto Convent Msongari
Primary and Secondary School
Robert Tysver, CPA's Invesco Ltd. Experience April 2009 - January 2015
Job Finance and accounting professional
Industry Accounting
Experience
Invesco Ltd. April 2009 - January 2015
Porter Keadle Moore February 2006 - March 2009
Large & Gilbert, P.C. January 2004 - February 2006
Thomas Howell Ferguson P.A. CPAs August 2002 - January 2004
Skills
SEC filings, Financial Analysis, Accounting, Internal Controls, Sarbanes-Oxley Act, GAAP, Sarbanes-Oxley, CPA, Financial Reporting, Corporate Finance, Financial Accounting, Variance Analysis, Financial Statements, US GAAP, General Ledger
Education
Florida State University - College of Business 1997 — 2002
Bachelor of Science (BS), Accounting
Florida State University - College of Business 1997 — 2002
Bachelor of Science (BS), Finance, General
Invesco Ltd. April 2009 - January 2015
Porter Keadle Moore February 2006 - March 2009
Large & Gilbert, P.C. January 2004 - February 2006
Thomas Howell Ferguson P.A. CPAs August 2002 - January 2004
Skills
SEC filings, Financial Analysis, Accounting, Internal Controls, Sarbanes-Oxley Act, GAAP, Sarbanes-Oxley, CPA, Financial Reporting, Corporate Finance, Financial Accounting, Variance Analysis, Financial Statements, US GAAP, General Ledger
Education
Florida State University - College of Business 1997 — 2002
Bachelor of Science (BS), Accounting
Florida State University - College of Business 1997 — 2002
Bachelor of Science (BS), Finance, General
Bruce Norton's Invesco Ltd. Experience 1997 - 2002
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Datazyne, Inc. 2003 - Present
High Country River Outfitters 2001 - 2003
Invesco Ltd. 1997 - 2002
Aon Consulting 1996 - 1997
Alexander & Alexander Consulting 1994 - 1997
Skills
SQL, Project Management, Microsoft SQL Server, Microsoft Office, Business Analysis, Java, New Business Development, Fixed Income
Education
Georgia State University
University of Florida
Datazyne, Inc. 2003 - Present
High Country River Outfitters 2001 - 2003
Invesco Ltd. 1997 - 2002
Aon Consulting 1996 - 1997
Alexander & Alexander Consulting 1994 - 1997
Skills
SQL, Project Management, Microsoft SQL Server, Microsoft Office, Business Analysis, Java, New Business Development, Fixed Income
Education
Georgia State University
University of Florida
Robert Moriarty Jr.'s Invesco Ltd. Experience January 2015 - Present
Job Senior Associate Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. January 2015 - Present
Invesco Ltd. June 2012 - Present
Education
Franklin & Marshall College 2006 — 2010
BA, Business
Invesco Ltd. January 2015 - Present
Invesco Ltd. June 2012 - Present
Education
Franklin & Marshall College 2006 — 2010
BA, Business
Tammie Gadomski's Invesco Ltd. Experience January 2009 - January 2013
Job Vice President, Passive Marketing Manager at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2013 - Present
Invesco January 2013 - September 2013
Invesco Ltd. January 2009 - January 2013
Van Kampen Investments 2004 - 2009
JPMorgan Chase 2003 - 2004
UBS Financial Services 2002 - 2003
Morgan Stanley 2000 - 2002
Skills
Financial Services, Marketing, Morningstar, Mutual Funds, Portfolio Management, Securities, Asset Allocation, Series 63, Series 7, Asset Management, Equities, Wealth Management
Education
Eastern Illinois University 1996 — 2000
BA, Speech Communication, Business Administration
Deutsche Bank September 2013 - Present
Invesco January 2013 - September 2013
Invesco Ltd. January 2009 - January 2013
Van Kampen Investments 2004 - 2009
JPMorgan Chase 2003 - 2004
UBS Financial Services 2002 - 2003
Morgan Stanley 2000 - 2002
Skills
Financial Services, Marketing, Morningstar, Mutual Funds, Portfolio Management, Securities, Asset Allocation, Series 63, Series 7, Asset Management, Equities, Wealth Management
Education
Eastern Illinois University 1996 — 2000
BA, Speech Communication, Business Administration
Brian Maute's Invesco Ltd. Experience January 2008 - April 2011
Job Director at Deutsche Asset & Wealth Managent
Industry Financial Services
Experience
Deutsche Asset & Wealth Management May 2011 - Present
Invesco Ltd January 2008 - April 2011
Morgan Stanley Investment Management - Van Kampen Investments January 2005 - December 2007
Morgan Stanley Investment Management - Van Kampen Investments January 2001 - January 2005
Van Kampen Investments August 1998 - January 2001
Skills
Product Placement, Investments, Sales Management, Mutual Funds, Asset Management, Alternative Investments, Wholesaling, National Accounts, Wholesale, Financial Services, Strategic Partnerships, Competitive Analysis, Asset Managment, Business Development, Finance, Portfolio Management, Securities, Series 7, Series 63, Asset Allocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Business Adminstration
University of Iowa 1993 — 1997
Bachelors of Buisness Adminstration, Finance
Deutsche Asset & Wealth Management May 2011 - Present
Invesco Ltd January 2008 - April 2011
Morgan Stanley Investment Management - Van Kampen Investments January 2005 - December 2007
Morgan Stanley Investment Management - Van Kampen Investments January 2001 - January 2005
Van Kampen Investments August 1998 - January 2001
Skills
Product Placement, Investments, Sales Management, Mutual Funds, Asset Management, Alternative Investments, Wholesaling, National Accounts, Wholesale, Financial Services, Strategic Partnerships, Competitive Analysis, Asset Managment, Business Development, Finance, Portfolio Management, Securities, Series 7, Series 63, Asset Allocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Business Adminstration
University of Iowa 1993 — 1997
Bachelors of Buisness Adminstration, Finance
Sharyse Fleming's Invesco Ltd. Experience April 2009 - January 2012
Job Accounting Analyst Project Management at GE Capital
Industry Accounting
Experience
GE Capital March 2014 - Present
Windsor Health Group January 2012 - March 2014
Invesco Ltd. April 2009 - January 2012
Constangy, Brooks & Smith LLP July 2007 - April 2009
Georgia State University October 2006 - July 2007
CVS Pharmacy June 2003 - April 2007
Delta Airlines September 2003 - December 2003
Skills
Accounting, Financial Analysis, Accounts Payable, Accounts Receivable, Account Reconciliation, Financial Reporting, Outlook, Microsoft Excel, Microsoft Office, Journal Entries, Variance Analysis, PowerPoint, Financial Accounting, Microsoft Word, Customer Service, General Ledger, Financial Statements, Invoicing, Access, Finance
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2008
BBA, Accounting, Managerial Science
GE Capital March 2014 - Present
Windsor Health Group January 2012 - March 2014
Invesco Ltd. April 2009 - January 2012
Constangy, Brooks & Smith LLP July 2007 - April 2009
Georgia State University October 2006 - July 2007
CVS Pharmacy June 2003 - April 2007
Delta Airlines September 2003 - December 2003
Skills
Accounting, Financial Analysis, Accounts Payable, Accounts Receivable, Account Reconciliation, Financial Reporting, Outlook, Microsoft Excel, Microsoft Office, Journal Entries, Variance Analysis, PowerPoint, Financial Accounting, Microsoft Word, Customer Service, General Ledger, Financial Statements, Invoicing, Access, Finance
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2008
BBA, Accounting, Managerial Science
Chris Quinson's Invesco Ltd. Experience April 2006 - Present
Job Regional Vice President at Invesco
Industry Financial Services
Experience
Invesco Ltd. April 2006 - Present
Franklin Templeton Investments August 2004 - March 2006
Oppenheimer Funds 1996 - 2004
Skills
Mutual Funds, ETFs, Financial Advisory, Financial Services, Hedge Funds, Investments, Retirement Planning, Wealth Management, Series 7, Series 63, Securities, Portfolio Management, Investment Strategies, Asset Management, Asset Allocation, Alternative Investments
Education
Denison University 1987 — 1991
Invesco Ltd. April 2006 - Present
Franklin Templeton Investments August 2004 - March 2006
Oppenheimer Funds 1996 - 2004
Skills
Mutual Funds, ETFs, Financial Advisory, Financial Services, Hedge Funds, Investments, Retirement Planning, Wealth Management, Series 7, Series 63, Securities, Portfolio Management, Investment Strategies, Asset Management, Asset Allocation, Alternative Investments
Education
Denison University 1987 — 1991
Craig Falduto's Invesco Ltd. Experience June 2010 - Present
Job Executive Director at Invesco
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley 1998 - May 2010
Van Kampen Investments 1991 - 1998
Skills
Portfolio Management, Trading, Investment Management, Credit Analysis, Municipal Bonds, Corporates, Sovereign Debt, Unit Investment Trusts, Unit Trusts, Mutual Funds, Financial Analysis, Bond Markets, Fixed Income Analysis, Fixed Income Strategies, Asset Allocation, Bloomberg, Securities, Investment Advisory, Investment Strategies, Financial Modeling, ETFs
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1998
MBA, Finance
Invesco Ltd. June 2010 - Present
Morgan Stanley 1998 - May 2010
Van Kampen Investments 1991 - 1998
Skills
Portfolio Management, Trading, Investment Management, Credit Analysis, Municipal Bonds, Corporates, Sovereign Debt, Unit Investment Trusts, Unit Trusts, Mutual Funds, Financial Analysis, Bond Markets, Fixed Income Analysis, Fixed Income Strategies, Asset Allocation, Bloomberg, Securities, Investment Advisory, Investment Strategies, Financial Modeling, ETFs
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1998
MBA, Finance
Dana Peixotto's Invesco Ltd. Experience October 2011 - April 2013
Job Project Consultant at InvestTech Systems Consulting
Industry Investment Banking
Experience
InvestTech Systems Consulting April 2013 - Present
Invesco Ltd. October 2011 - April 2013
JPMorgan Chase January 2010 - September 2011
JPMorgan Chase November 2007 - December 2009
JPMorgan Chase May 2007 - November 2007
Intel Corporation November 2004 - May 2006
Intel Corporation June 2004 - October 2004
Skills
SDLC, Business Analysis, Software Project..., SQL, Agile Methodologies, Oracle, Requirements Analysis, Visio, Unix, Agile Project Management, Vendor Management, Requirements Gathering, Microsoft SQL Server, Informatica, Crystal Reports, Object Oriented Design, MS Project, Autosys, HTML, XML, Technology Change..., Analysis, Software Documentation, Web Services, C#, Project Management
Education
University of Houston 2008 — 2010
Master of Business Administration (M.B.A.), International Business
Ecole centrale de Paris 2006 — 2007
Masters, Computer Science and Telecommunications
University of Washington 1999 — 2004
BS, Computer Science
University of Washington 1999 — 2004
BA, French
InvestTech Systems Consulting April 2013 - Present
Invesco Ltd. October 2011 - April 2013
JPMorgan Chase January 2010 - September 2011
JPMorgan Chase November 2007 - December 2009
JPMorgan Chase May 2007 - November 2007
Intel Corporation November 2004 - May 2006
Intel Corporation June 2004 - October 2004
Skills
SDLC, Business Analysis, Software Project..., SQL, Agile Methodologies, Oracle, Requirements Analysis, Visio, Unix, Agile Project Management, Vendor Management, Requirements Gathering, Microsoft SQL Server, Informatica, Crystal Reports, Object Oriented Design, MS Project, Autosys, HTML, XML, Technology Change..., Analysis, Software Documentation, Web Services, C#, Project Management
Education
University of Houston 2008 — 2010
Master of Business Administration (M.B.A.), International Business
Ecole centrale de Paris 2006 — 2007
Masters, Computer Science and Telecommunications
University of Washington 1999 — 2004
BS, Computer Science
University of Washington 1999 — 2004
BA, French
Ben Boyd's Invesco Ltd. Experience March 2015 - Present
Job RFP Manager Fixed Income
Industry Investment Management
Experience
Invesco Ltd. March 2015 - Present
Blinds and Designs Ltd 2006 - March 2015
Roswell High School 2003 - 2006
Skills
New Business Development, Real Estate, Strategic Planning, Sales Management, Interior Design, Sales, Marketing Strategy, Negotiation, Business Strategy, Marketing, Digital Marketing, CRM, Management
Education
Emory University - Goizueta Business School 2011 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management, General
Wake Forest University 1993 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Lassiter High School
Lassiter High School
Invesco Ltd. March 2015 - Present
Blinds and Designs Ltd 2006 - March 2015
Roswell High School 2003 - 2006
Skills
New Business Development, Real Estate, Strategic Planning, Sales Management, Interior Design, Sales, Marketing Strategy, Negotiation, Business Strategy, Marketing, Digital Marketing, CRM, Management
Education
Emory University - Goizueta Business School 2011 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management, General
Wake Forest University 1993 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Lassiter High School
Lassiter High School
Robert Sohmer's Invesco Ltd. Experience 1983 - 2000
Job Realtor at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate - JD Real Estate April 2011 - Present
Redgate Real Estate 2004 - 2011
Invesco Ltd. 1983 - 2000
J.P. Morgan Investment Management, Inc. NY 1976 - 1983
Skills
Investment Properties, Real Estate, Buyer Representation, Condos, First Time Home Buyers, Sellers, Single Family Homes, Investments, Asset Managment, Negotiation
Education
Fordham University - Graduate School of Business Administration
MBA Finance, Concentration Investments
Ohio Wesleyan University
BA, Economics; Psychology, Politics & Government
Villanova University
Postgraduate Studies
William Raveis Real Estate - JD Real Estate April 2011 - Present
Redgate Real Estate 2004 - 2011
Invesco Ltd. 1983 - 2000
J.P. Morgan Investment Management, Inc. NY 1976 - 1983
Skills
Investment Properties, Real Estate, Buyer Representation, Condos, First Time Home Buyers, Sellers, Single Family Homes, Investments, Asset Managment, Negotiation
Education
Fordham University - Graduate School of Business Administration
MBA Finance, Concentration Investments
Ohio Wesleyan University
BA, Economics; Psychology, Politics & Government
Villanova University
Postgraduate Studies
Bryan Eckelman's Invesco Ltd. Experience 1998 - 2008
Job Regional VP American Beacon Advisor
Industry Financial Services
Experience
American Beacon Advisors January 2010 - Present
Multi-Funds March 2009 - February 2010
AIM Investments October 1998 - 2008
Invesco Ltd. 1998 - 2008
Skills
Separately Managed..., Mutual Funds, Alternative Investments, ETFs, Sales, Broker-Dealer, Series 63, Series 7, Asset Allocation, Investments, Securities
Education
Elmira College 1975 — 1979
BS, Sociology-Criminal Justice
American Beacon Advisors January 2010 - Present
Multi-Funds March 2009 - February 2010
AIM Investments October 1998 - 2008
Invesco Ltd. 1998 - 2008
Skills
Separately Managed..., Mutual Funds, Alternative Investments, ETFs, Sales, Broker-Dealer, Series 63, Series 7, Asset Allocation, Investments, Securities
Education
Elmira College 1975 — 1979
BS, Sociology-Criminal Justice
Ross Ellis, CPA's Invesco Ltd. Experience March 2010 - February 2011
Job Business Analyst, CFA Level 2 Candidate
Industry Accounting
Experience
DAK Americas July 2012 - Present
McGladrey February 2011 - June 2012
Invesco Ltd. March 2010 - February 2011
Cherry, Bekaert & Holland January 2008 - November 2009
Skills
Audit, Financial Analysis, Investments, Reconciliations, GAAP, US GAAP, Financial Accounting, SOX, Auditing, Accounting, Account Reconciliation, Strategic Financial..., Analysis
Education
Georgia Southern University 2001 — 2007
Accounting, Finance, Finance/Accounting
DAK Americas July 2012 - Present
McGladrey February 2011 - June 2012
Invesco Ltd. March 2010 - February 2011
Cherry, Bekaert & Holland January 2008 - November 2009
Skills
Audit, Financial Analysis, Investments, Reconciliations, GAAP, US GAAP, Financial Accounting, SOX, Auditing, Accounting, Account Reconciliation, Strategic Financial..., Analysis
Education
Georgia Southern University 2001 — 2007
Accounting, Finance, Finance/Accounting
Dyice Ellis-Beckham's Invesco Ltd. Experience May 2010 - Present
Job Managing Director, Institutional Sales at Invesco
Industry Investment Management
Experience
Invesco Ltd. May 2010 - Present
Satellite Asset Management October 2008 - December 2009
Lehman Brothers Asset Management August 2003 - September 2008
Deutsche Asset Management April 2001 - July 2003
General Motors Asset Management June 1996 - March 2001
Skills
Hedge Funds, Equities, Alternative Investments, Investments, Securities, Valuation, Fixed Income, Derivatives, Investment Management, Equity Research, Financial Modeling, Series 7, Asset Allocation, Series 3, Institutional Sales, Investor Relations, Mutual Funds, Investment Strategies
Education
Harvard Business School 1994 — 1996
MBA, General Management
GMI Engineering & Management Institute (Kettering University) 1988 — 1992
B.S.M.S, Marketing
Renaissance High School 1984 — 1988
College Preparatory
Invesco Ltd. May 2010 - Present
Satellite Asset Management October 2008 - December 2009
Lehman Brothers Asset Management August 2003 - September 2008
Deutsche Asset Management April 2001 - July 2003
General Motors Asset Management June 1996 - March 2001
Skills
Hedge Funds, Equities, Alternative Investments, Investments, Securities, Valuation, Fixed Income, Derivatives, Investment Management, Equity Research, Financial Modeling, Series 7, Asset Allocation, Series 3, Institutional Sales, Investor Relations, Mutual Funds, Investment Strategies
Education
Harvard Business School 1994 — 1996
MBA, General Management
GMI Engineering & Management Institute (Kettering University) 1988 — 1992
B.S.M.S, Marketing
Renaissance High School 1984 — 1988
College Preparatory
Kim Keever's Invesco Ltd. Experience September 2007 - December 2008
Job Chief Information Security Officer at Cox Communications
Industry Information Technology and Services
Experience
Cox Communications August 2014 - Present
The Coca-Cola Company Bottling Investments Group June 2014 - July 2014
The Coca-Cola Company October 2010 - May 2014
Coca-Cola Enterprises June 2009 - September 2010
Invesco Ltd. September 2007 - December 2008
Invesco Retirment Plan Services November 1994 - March 2002
Andersen Consulting September 1987 - November 1994
Skills
IT Audit, Information Security, Sarbanes-Oxley Act, Security, Team Building, Internal Controls, Access Control, Process Improvement, Auditing, Vendor Management, Disaster Recovery, Internal Audit, Governance, Business Analysis, Information Security..., Information Technology, PCI DSS, Business Continuity, CISSP, COBIT, Vulnerability Assessment, ISO 27001, CISA, Enterprise Risk..., Risk Management, Business Process, Risk Assessment, IT Management, Leadership
Education
Georgia Institute of Technology 1983 — 1987
Cox Communications August 2014 - Present
The Coca-Cola Company Bottling Investments Group June 2014 - July 2014
The Coca-Cola Company October 2010 - May 2014
Coca-Cola Enterprises June 2009 - September 2010
Invesco Ltd. September 2007 - December 2008
Invesco Retirment Plan Services November 1994 - March 2002
Andersen Consulting September 1987 - November 1994
Skills
IT Audit, Information Security, Sarbanes-Oxley Act, Security, Team Building, Internal Controls, Access Control, Process Improvement, Auditing, Vendor Management, Disaster Recovery, Internal Audit, Governance, Business Analysis, Information Security..., Information Technology, PCI DSS, Business Continuity, CISSP, COBIT, Vulnerability Assessment, ISO 27001, CISA, Enterprise Risk..., Risk Management, Business Process, Risk Assessment, IT Management, Leadership
Education
Georgia Institute of Technology 1983 — 1987
Olivia Clark's Invesco Ltd. Experience June 2010 - December 2010
Job Tax Technology Services at EY
Industry Accounting
Experience
EY March 2014 - Present
NAAAP 2009 - 2014
Deloitte Tax LLP January 2011 - August 2012
Peking and Tokyo May 2002 - January 2012
Invesco Ltd. June 2010 - December 2010
Georgia State University August 2009 - June 2010
Deloitte AG June 2009 - August 2009
Georgia-Pacific LLC January 2009 - May 2009
The Product Source June 2006 - May 2007
Skills
Accounting, Auditing, Financial Analysis, Data Analysis, Financial Reporting, Sarbanes-Oxley Act, GAAP, Business Intelligence, Financial Modeling, Financial Accounting, Business Process...
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
EY March 2014 - Present
NAAAP 2009 - 2014
Deloitte Tax LLP January 2011 - August 2012
Peking and Tokyo May 2002 - January 2012
Invesco Ltd. June 2010 - December 2010
Georgia State University August 2009 - June 2010
Deloitte AG June 2009 - August 2009
Georgia-Pacific LLC January 2009 - May 2009
The Product Source June 2006 - May 2007
Skills
Accounting, Auditing, Financial Analysis, Data Analysis, Financial Reporting, Sarbanes-Oxley Act, GAAP, Business Intelligence, Financial Modeling, Financial Accounting, Business Process...
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
Noel Joanne Keith's Invesco Ltd. Experience June 2010 - Present
Job Sr HR Business Partner Invesco
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Van Kampen Investments December 1990 - May 2010
Skills
Financial Services, Talent Management, Succession Planning, Recruiting, Employee Relations, Performance Management, Leadership Development, Employment Law, Employee Recognition, Workforce Planning, Onboarding, Compensation & Benefit, Employee Training, HRIS, Applicant Tracking...
Education
Eastern Illinois University
Bachelor of Science (BS), Marketing
Invesco Ltd. June 2010 - Present
Van Kampen Investments December 1990 - May 2010
Skills
Financial Services, Talent Management, Succession Planning, Recruiting, Employee Relations, Performance Management, Leadership Development, Employment Law, Employee Recognition, Workforce Planning, Onboarding, Compensation & Benefit, Employee Training, HRIS, Applicant Tracking...
Education
Eastern Illinois University
Bachelor of Science (BS), Marketing
Marquette Chester's Invesco Ltd. Experience July 2000 - October 2010
Job Managing Director at WL Ross & Co. LLC
Industry Investment Management
Experience
WL Ross & Co. LLC October 2010 - Present
Invesco Ltd. July 2000 - October 2010
Skills
Alternative Investments, Asset Management, Asset Allocation, Series 63, Series 7, Private Equity, Asset Managment, Investment Advisory, Investments, Portfolio Management, Valuation, Hedge Funds, Series 65, Equities, Fixed Income, Investment Strategies, Investment Management, Capital Markets, Mutual Funds, Due Diligence, Institutional..., Fund Of Funds, Securities, Financial Modeling, Series 24, Wealth Management, Separately Managed..., ETFs, Equity Trading, FINRA, Equity Research, High Yield, Bloomberg, Investment Banking, Bonds, LBO, Derivatives, Pensions, Pension Funds, Equity Valuation, Financial Services, Structured Products, Emerging Markets, Options, Uniform Combined State..., Investor Relations, Equity Derivatives, Swaps, 401k, Private Placements
Education
Duke University 1979 — 1983
AB, Economics
WL Ross & Co. LLC October 2010 - Present
Invesco Ltd. July 2000 - October 2010
Skills
Alternative Investments, Asset Management, Asset Allocation, Series 63, Series 7, Private Equity, Asset Managment, Investment Advisory, Investments, Portfolio Management, Valuation, Hedge Funds, Series 65, Equities, Fixed Income, Investment Strategies, Investment Management, Capital Markets, Mutual Funds, Due Diligence, Institutional..., Fund Of Funds, Securities, Financial Modeling, Series 24, Wealth Management, Separately Managed..., ETFs, Equity Trading, FINRA, Equity Research, High Yield, Bloomberg, Investment Banking, Bonds, LBO, Derivatives, Pensions, Pension Funds, Equity Valuation, Financial Services, Structured Products, Emerging Markets, Options, Uniform Combined State..., Investor Relations, Equity Derivatives, Swaps, 401k, Private Placements
Education
Duke University 1979 — 1983
AB, Economics
Ellen England's Invesco Ltd. Experience 1998 - 1999
Job Education Team Specialist at Georgia Aquarium
Industry Financial Services
Experience
Georgia Aquarium March 2012 - Present
Georgia Aquarium February 2007 - Present
Nationwide Financial July 2007 - September 2009
Merrill Lynch 2005 - 2006
AMVESCAP 1999 - 2005
Invesco Ltd. 1998 - 1999
Canada Life 1997 - 1998
Pension Financial Services 1989 - 1997
Skills
401k, Retirement, Pensions, Benefits Administration, Plan Design, Retirement Services, Client Service, Deferred Compensation, Customer Relations, Financial Services, Customer Service, Business Planning, Team Building, Investments, Strategic Planning, Process Improvement, Employee Benefits, Retirement Planning, Insurance, Training, Financial Advisory, Leadership, Recruiting, Vendor Management, Human Resources, Employee Relations, Management, CRM, Sales, Time Management, Public Speaking, Nonprofits
Education
Georgia State University
Druid Hills High School
Georgia Aquarium March 2012 - Present
Georgia Aquarium February 2007 - Present
Nationwide Financial July 2007 - September 2009
Merrill Lynch 2005 - 2006
AMVESCAP 1999 - 2005
Invesco Ltd. 1998 - 1999
Canada Life 1997 - 1998
Pension Financial Services 1989 - 1997
Skills
401k, Retirement, Pensions, Benefits Administration, Plan Design, Retirement Services, Client Service, Deferred Compensation, Customer Relations, Financial Services, Customer Service, Business Planning, Team Building, Investments, Strategic Planning, Process Improvement, Employee Benefits, Retirement Planning, Insurance, Training, Financial Advisory, Leadership, Recruiting, Vendor Management, Human Resources, Employee Relations, Management, CRM, Sales, Time Management, Public Speaking, Nonprofits
Education
Georgia State University
Druid Hills High School
Matt Hanna's Invesco Ltd. Experience March 2010 - Present
Job Regional Vice President
Industry Financial Services
Experience
Invesco Ltd. March 2010 - Present
UBS October 2006 - March 2009
Morgan Stanley March 2004 - October 2006
Education
Frostburg State University 2000 — 2003
B.A., Business Administration
Invesco Ltd. March 2010 - Present
UBS October 2006 - March 2009
Morgan Stanley March 2004 - October 2006
Education
Frostburg State University 2000 — 2003
B.A., Business Administration
Douglas Tyre's Invesco Ltd. Experience June 2010 - September 2010
Job Director at Cipperman Compliance Services, LLC
Industry Financial Services
Experience
Cipperman Compliance Services, LLC April 2014 - Present
Echo Point Investment Management, LLC October 2010 - January 2014
Invesco Ltd. June 2010 - September 2010
Morgan Stanley Investment Management March 2004 - May 2010
Skills
Asset Managment, Asset Allocation, Mutual Funds, Alternative Investments, Fixed Income, Investment Strategies, Series 63, Bloomberg, Securities, Investment Management, Capital Markets, Financial Services, Asset Management
Education
Villanova University
Master of Business Administration (MBA)
Cornell University 1998 — 2002
Bachelor of Science (BS), Hotel/Motel Administration/Management
The Haverford School 1994 — 1998
Cipperman Compliance Services, LLC April 2014 - Present
Echo Point Investment Management, LLC October 2010 - January 2014
Invesco Ltd. June 2010 - September 2010
Morgan Stanley Investment Management March 2004 - May 2010
Skills
Asset Managment, Asset Allocation, Mutual Funds, Alternative Investments, Fixed Income, Investment Strategies, Series 63, Bloomberg, Securities, Investment Management, Capital Markets, Financial Services, Asset Management
Education
Villanova University
Master of Business Administration (MBA)
Cornell University 1998 — 2002
Bachelor of Science (BS), Hotel/Motel Administration/Management
The Haverford School 1994 — 1998
Nancy Tomassone's Invesco Ltd. Experience June 2015 - Present
Job Global Assurance Officer
Industry Investment Management
Experience
Invesco Ltd. June 2015 - Present
Invesco Ltd. December 2008 - May 2015
Skills
Internal Audit, Mutual Funds, Risk Management, Alternative Investments, Hedge Funds, Due Diligence, Financial Risk, Enterprise Risk..., Asset Management, IT Audit, Sarbanes-Oxley Act, AML, Information Security..., PCI DSS, Internal Controls, SAS70, Operational Risk..., Financial Analysis, Financial Services
Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance, General
Seton Hall University
Bachelor of Science (BS), Economics
Invesco Ltd. June 2015 - Present
Invesco Ltd. December 2008 - May 2015
Skills
Internal Audit, Mutual Funds, Risk Management, Alternative Investments, Hedge Funds, Due Diligence, Financial Risk, Enterprise Risk..., Asset Management, IT Audit, Sarbanes-Oxley Act, AML, Information Security..., PCI DSS, Internal Controls, SAS70, Operational Risk..., Financial Analysis, Financial Services
Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance, General
Seton Hall University
Bachelor of Science (BS), Economics
Kate Prevost's Invesco Ltd. Experience September 2014 - Present
Job Manager, RFP at Invesco
Industry Financial Services
Experience
Invesco Ltd. September 2014 - Present
AllianceBernstein January 2012 - September 2014
Bernstein Global Wealth Management November 2005 - December 2011
Skills
Asset Management, Investments, Management, Equities, Alternative Investments, Series 7, Asset Allocation, Financial Analysis, Hedge Funds, Financial Modeling
Education
Emory University - Goizueta Business School 2007 — 2010
MBA, Corporate Finance, Strategy
University of Florida 1999 — 2003
BA, Economics, History, French
Invesco Ltd. September 2014 - Present
AllianceBernstein January 2012 - September 2014
Bernstein Global Wealth Management November 2005 - December 2011
Skills
Asset Management, Investments, Management, Equities, Alternative Investments, Series 7, Asset Allocation, Financial Analysis, Hedge Funds, Financial Modeling
Education
Emory University - Goizueta Business School 2007 — 2010
MBA, Corporate Finance, Strategy
University of Florida 1999 — 2003
BA, Economics, History, French
Paul Callahan's Invesco Ltd. Experience February 2006 - May 2007
Job Intermediary Payments Supervisor at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company November 2011 - Present
Invesco Aim October 2000 - September 2009
Invesco Ltd. February 2006 - May 2007
Invesco Ltd. March 2003 - March 2006
Invesco Ltd. October 2000 - March 2003
Resources Trust Company April 1999 - October 2000
Skills
Mutual Funds, Investments, Series 6, Financial Services, Series 63, Relationship Management, Asset Managment, Portfolio Management, Alternative Investments, Risk Management, Financial Analysis, FINRA, Business Analysis, Process Improvement, ETFs, Asset Allocation, Customer Service, Securities, 401k, Life Insurance, Series 7, Hedge Funds, Bloomberg, Fixed Income, Wealth Management
Education
Fort Lewis College
ALPS, A DST Company November 2011 - Present
Invesco Aim October 2000 - September 2009
Invesco Ltd. February 2006 - May 2007
Invesco Ltd. March 2003 - March 2006
Invesco Ltd. October 2000 - March 2003
Resources Trust Company April 1999 - October 2000
Skills
Mutual Funds, Investments, Series 6, Financial Services, Series 63, Relationship Management, Asset Managment, Portfolio Management, Alternative Investments, Risk Management, Financial Analysis, FINRA, Business Analysis, Process Improvement, ETFs, Asset Allocation, Customer Service, Securities, 401k, Life Insurance, Series 7, Hedge Funds, Bloomberg, Fixed Income, Wealth Management
Education
Fort Lewis College
Laura Potchen's Invesco Ltd. Experience April 2015 - Present
Job Corporate InsuranceInvesco
Industry Insurance
Experience
Invesco Ltd. April 2015 - Present
YP September 2012 - Present
The Wendy's Company April 2011 - September 2012
The Wendy's Company September 2010 - April 2011
The Wendy's Company June 2010 - September 2010
Hodges-Mace Benefits Group, Inc. September 2009 - June 2010
Education
Florida State University 2005 — 2009
Bachelor of Science, Finance and Entrepreneurship
Invesco Ltd. April 2015 - Present
YP September 2012 - Present
The Wendy's Company April 2011 - September 2012
The Wendy's Company September 2010 - April 2011
The Wendy's Company June 2010 - September 2010
Hodges-Mace Benefits Group, Inc. September 2009 - June 2010
Education
Florida State University 2005 — 2009
Bachelor of Science, Finance and Entrepreneurship
James Stevens's Invesco Ltd. Experience 2010 - 2012
Job Business Development Director Defined Contribution at Russell Investments
Industry Financial Services
Experience
Russell Investments September 2014 - Present
TRUSTIVO LLC and TRUSTIVO Technologies December 2012 - September 2014
Invesco Ltd. 2010 - 2012
Van Kampen Investments/Morgan Stanley Investment Management 1996 - 2010
Fidelity Investments 1994 - 1996
PaineWebber 1987 - 1995
Skills
Sales Management, Defined Contribution, Investment Strategies, Account Management, Marketing Strategy, Sub-Advisory, New Business Development, Mutual Funds, Relationship Management, Portfolio Management, Business Development, CRM, Leadership, Series 7, Strategic Partnerships, Strategy, Alternative Investments, Wealth Management, Asset Management, Investments
Education
Denison University
BA, Economics
Russell Investments September 2014 - Present
TRUSTIVO LLC and TRUSTIVO Technologies December 2012 - September 2014
Invesco Ltd. 2010 - 2012
Van Kampen Investments/Morgan Stanley Investment Management 1996 - 2010
Fidelity Investments 1994 - 1996
PaineWebber 1987 - 1995
Skills
Sales Management, Defined Contribution, Investment Strategies, Account Management, Marketing Strategy, Sub-Advisory, New Business Development, Mutual Funds, Relationship Management, Portfolio Management, Business Development, CRM, Leadership, Series 7, Strategic Partnerships, Strategy, Alternative Investments, Wealth Management, Asset Management, Investments
Education
Denison University
BA, Economics
Jill McGarry's Invesco Ltd. Experience June 1997 - March 2003
Job Tour Director
Industry Leisure, Travel & Tourism
Experience
Financial Soundings 2011 - 2011
The Hartford March 2008 - May 2009
Merrill Lynch March 2003 - March 2008
Invesco Ltd. June 1997 - March 2003
State Street June 1993 - June 1997
Putnam Investments January 1992 - June 1993
Watson Wyatt November 1983 - January 1992
U.S. News & World Report February 1981 - November 1983
U.S. Department of State June 1979 - February 1981
Skills
Tour Director, 401(k) / Retirement...
Education
Georgetown University 1977 — 1980
B.A., Government / International Relations
International Tour Management Institute
Financial Soundings 2011 - 2011
The Hartford March 2008 - May 2009
Merrill Lynch March 2003 - March 2008
Invesco Ltd. June 1997 - March 2003
State Street June 1993 - June 1997
Putnam Investments January 1992 - June 1993
Watson Wyatt November 1983 - January 1992
U.S. News & World Report February 1981 - November 1983
U.S. Department of State June 1979 - February 1981
Skills
Tour Director, 401(k) / Retirement...
Education
Georgetown University 1977 — 1980
B.A., Government / International Relations
International Tour Management Institute
Matthew McEachern's Invesco Ltd. Experience 2005 - 2006
Job Global Director, Sales Planning and Performance Management
Industry Consumer Goods
Experience
Anheuser-Busch InBev April 2015 - Present
Labatt Breweries of Canada July 2013 - April 2015
Labatt Breweries of Canada 2009 - July 2013
Hewitt Associates 2006 - 2009
Invesco Ltd. 2005 - 2006
Skills
Strategic Planning, Investment Strategies, Financial Analysis, Equities, Asset Allocation, Portfolio Management, Performance Management, Employee Benefits, Compensation & Benefits
Education
Dalhousie University 2000 — 2005
Commerce, Finance
Anheuser-Busch InBev April 2015 - Present
Labatt Breweries of Canada July 2013 - April 2015
Labatt Breweries of Canada 2009 - July 2013
Hewitt Associates 2006 - 2009
Invesco Ltd. 2005 - 2006
Skills
Strategic Planning, Investment Strategies, Financial Analysis, Equities, Asset Allocation, Portfolio Management, Performance Management, Employee Benefits, Compensation & Benefits
Education
Dalhousie University 2000 — 2005
Commerce, Finance
Ginsburg-Esterl Ann's Invesco Ltd. Experience Vice PresidentMorgan Stanley Dean WitterJune 1997 - April 2001
Job Senior Marketing Manager (Continental Europe) at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. Vice PresidentMorgan Stanley Dean WitterJune 1997 - April 2001
Education
Cornell University 1981 — 1988
BS, MA, Economics
Invesco Ltd. Vice PresidentMorgan Stanley Dean WitterJune 1997 - April 2001
Education
Cornell University 1981 — 1988
BS, MA, Economics
Jeff Nipp's Invesco Ltd. Experience May 2014 - Present
Job Managing Director, Head of Invesco Solutions at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. May 2014 - Present
BlackRock November 2008 - April 2014
Watson Wyatt Investment Consulting June 1998 - October 2008
Towers Perrin October 1988 - May 1998
Skills
Institutional Investors, Asset Allocation, Investment Strategies, Alternative Investments, Fund Of Funds, Institutional..., Fixed Income, Investment Management, Hedge Funds, Mutual Funds, Private Equity, Asset Management, Manager Selection, Financial Services, Equities
Education
Duke University - The Fuqua School of Business 1983 — 1985
MBA
Mercer University - Stetson School of Business and Economics 1979 — 1983
BBA, Communications; Business
Invesco Ltd. May 2014 - Present
BlackRock November 2008 - April 2014
Watson Wyatt Investment Consulting June 1998 - October 2008
Towers Perrin October 1988 - May 1998
Skills
Institutional Investors, Asset Allocation, Investment Strategies, Alternative Investments, Fund Of Funds, Institutional..., Fixed Income, Investment Management, Hedge Funds, Mutual Funds, Private Equity, Asset Management, Manager Selection, Financial Services, Equities
Education
Duke University - The Fuqua School of Business 1983 — 1985
MBA
Mercer University - Stetson School of Business and Economics 1979 — 1983
BBA, Communications; Business
Art Fong's Invesco Ltd. Experience September 2009 - Present
Job Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. September 2009 - Present
Morgan Stanley September 2003 - September 2009
Lend Lease Real Estate 1994 - 2003
Richard Ellis Inc. 1984 - 1993
Education
Golden Gate University 1982 — 1984
Master of Business Administration (MBA), Finance, General, 3.85
Invesco Ltd. September 2009 - Present
Morgan Stanley September 2003 - September 2009
Lend Lease Real Estate 1994 - 2003
Richard Ellis Inc. 1984 - 1993
Education
Golden Gate University 1982 — 1984
Master of Business Administration (MBA), Finance, General, 3.85
Veronica Adame Dhodapkar's Invesco Ltd. Experience May 2007 - May 2011
Job Vice President of Operations at Portfolio Pathway, LLC
Industry Financial Services
Experience
Portfolio Pathway LLC May 2011 - Present
Invesco Ltd. May 2007 - May 2011
Harris Associates October 2000 - May 2007
Skills
Mutual Funds, Fund Accounting, Securities, Equities, Asset Managment, Accounting, Asset Management, Bloomberg, Financial Services, Fund Administration
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Master of Business Administration
Loyola University of Chicago 1995 — 1999
Bachelor of Science, Accounting
Portfolio Pathway LLC May 2011 - Present
Invesco Ltd. May 2007 - May 2011
Harris Associates October 2000 - May 2007
Skills
Mutual Funds, Fund Accounting, Securities, Equities, Asset Managment, Accounting, Asset Management, Bloomberg, Financial Services, Fund Administration
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Master of Business Administration
Loyola University of Chicago 1995 — 1999
Bachelor of Science, Accounting
Kristi Townsend's Invesco Ltd. Experience May 2014 - December 2014
Job Tax Associate at PwC
Industry Accounting
Experience
PwC January 2015 - Present
Invesco Ltd. May 2014 - December 2014
PwC January 2014 - April 2014
Laurel Heights Hospital July 2006 - January 2014
Laurel Heights Hospital July 2006 - January 2014
Central State Hospital August 2004 - July 2006
Hibbett Sports March 2003 - December 2004
Skills
Social Services, Treatment, Teaching, Hospitals, Physicians, Career Counseling, Supervisory Skills, Sales, Personal Development, Clinical Research, Public Health, Staff Supervision, Volunteer Management, Workshop Facilitation, Fundraising, Plannning, Volunteering, Psychiatry, Therapeutic Recreation, Tax
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2012
Master of Taxation, Tax Law/Taxation
Georgia State University, Robinson College of Business 2013 — 2014
Master of Taxation, Tax Accounting
The University of Georgia 2000 — 2004
B.S., Therapeutic Recreation
University of Georgia, College of Education 2000 — 2004
Bachelor of Science, Recreation and Leisure Studies, Therapeutic Recreation
PwC January 2015 - Present
Invesco Ltd. May 2014 - December 2014
PwC January 2014 - April 2014
Laurel Heights Hospital July 2006 - January 2014
Laurel Heights Hospital July 2006 - January 2014
Central State Hospital August 2004 - July 2006
Hibbett Sports March 2003 - December 2004
Skills
Social Services, Treatment, Teaching, Hospitals, Physicians, Career Counseling, Supervisory Skills, Sales, Personal Development, Clinical Research, Public Health, Staff Supervision, Volunteer Management, Workshop Facilitation, Fundraising, Plannning, Volunteering, Psychiatry, Therapeutic Recreation, Tax
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2012
Master of Taxation, Tax Law/Taxation
Georgia State University, Robinson College of Business 2013 — 2014
Master of Taxation, Tax Accounting
The University of Georgia 2000 — 2004
B.S., Therapeutic Recreation
University of Georgia, College of Education 2000 — 2004
Bachelor of Science, Recreation and Leisure Studies, Therapeutic Recreation
Jeff Gorvits's Invesco Ltd. Experience June 1995 - Present
Job Principle Developer at Invesco Ltd
Industry Financial Services
Experience
Invesco Ltd. June 1995 - Present
Invesco 2008 - 2013
Morgan Stanley October 2002 - May 2010
Van Kampen Funds June 1995 - June 2002
Skills
Windows development, Web Development, C#, Java, WCF, Entity Framework, LINQ, ASP.NET, JavaScript, XML, SQL Server, SSRS, SSIS, SSAS, WPF, Prism, Microsoft SQL Server, .NET, Analysis Services, PL/SQL, ASP, Visual Studio, Software Development, Windows, Unix
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1990
Computer Career program, Computer Science
Technical University, Kharkov
Certificate in Computer Science, Computer
Technical University, Kharkov, Ukraine
MS in Electrical engineering, Electrical engineering
Invesco Ltd. June 1995 - Present
Invesco 2008 - 2013
Morgan Stanley October 2002 - May 2010
Van Kampen Funds June 1995 - June 2002
Skills
Windows development, Web Development, C#, Java, WCF, Entity Framework, LINQ, ASP.NET, JavaScript, XML, SQL Server, SSRS, SSIS, SSAS, WPF, Prism, Microsoft SQL Server, .NET, Analysis Services, PL/SQL, ASP, Visual Studio, Software Development, Windows, Unix
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1990
Computer Career program, Computer Science
Technical University, Kharkov
Certificate in Computer Science, Computer
Technical University, Kharkov, Ukraine
MS in Electrical engineering, Electrical engineering
John Schorle's Invesco Ltd. Experience 2008 - November 2012
Job Senior Analyst, Mutual Funds at Invesco
Industry Financial Services
Experience
Invesco July 2012 - Present
Invesco Ltd. 2008 - November 2012
Invesco Ltd. 2005 - 2008
JP Morgan 2001 - 2005
Invesco Ltd. 1998 - 2001
Skills
Bonds, Fund Accounting, Asset Managment, Fixed Income, Fixed Income Analysis, Trading, Investments, Asset Management, Mutual Funds, Financial Analysis, Capital Markets, Investment Advisory, Bloomberg, High Yield, Portfolio Management, Securities
Education
DePaul University 1992 — 1995
BA, Economics
Certification
Registered CPA
Invesco July 2012 - Present
Invesco Ltd. 2008 - November 2012
Invesco Ltd. 2005 - 2008
JP Morgan 2001 - 2005
Invesco Ltd. 1998 - 2001
Skills
Bonds, Fund Accounting, Asset Managment, Fixed Income, Fixed Income Analysis, Trading, Investments, Asset Management, Mutual Funds, Financial Analysis, Capital Markets, Investment Advisory, Bloomberg, High Yield, Portfolio Management, Securities
Education
DePaul University 1992 — 1995
BA, Economics
Certification
Registered CPA
Manvir Heir's Invesco Ltd. Experience June 2010 - December 2010
Job Associate at Dorilton Capital
Industry Financial Services
Experience
Dorilton Capital July 2015 - Present
Lazard March 2014 - June 2015
SunTrust Robinson Humphrey June 2012 - March 2014
SunTrust Robinson Humphrey May 2011 - August 2011
Invesco Ltd. June 2010 - December 2010
Goizueta Business School September 2009 - May 2010
Indiana Department of Workforce Development May 2009 - January 2010
Education
Emory University - Goizueta Business School 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Emory University 2008 — 2011
Mathematics (Minor)
Dorilton Capital July 2015 - Present
Lazard March 2014 - June 2015
SunTrust Robinson Humphrey June 2012 - March 2014
SunTrust Robinson Humphrey May 2011 - August 2011
Invesco Ltd. June 2010 - December 2010
Goizueta Business School September 2009 - May 2010
Indiana Department of Workforce Development May 2009 - January 2010
Education
Emory University - Goizueta Business School 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Emory University 2008 — 2011
Mathematics (Minor)
Shelly Simpson, CFA, CAIA's Invesco Ltd. Experience 1992 - 2001
Job First Vice President, Senior Portfolio Strategist at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank 2006 - Present
State of Georgia's Division of Investment Services 2001 - 2003
Invesco Ltd. 1992 - 2001
Cambridge Associates 1986 - 1989
Education
Georgia Institute of Technology 1994 — 1996
M.S.M., Finance and Accounting, Master of Science in Management
University of Virginia 1981 — 1985
B.A., Mathematics
SunTrust Bank 2006 - Present
State of Georgia's Division of Investment Services 2001 - 2003
Invesco Ltd. 1992 - 2001
Cambridge Associates 1986 - 1989
Education
Georgia Institute of Technology 1994 — 1996
M.S.M., Finance and Accounting, Master of Science in Management
University of Virginia 1981 — 1985
B.A., Mathematics
Melody Suarez's Invesco Ltd. Experience May 2012 - December 2012
Job Certified Public Accountant at Unum
Industry Accounting
Experience
Unum May 2013 - Present
Invesco Ltd. May 2012 - December 2012
Connective Tutoring, LLC May 2009 - May 2011
Georgia Tech Special Programs Office January 2009 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Customer Service
Education
Georgia Institute of Technology 2007 — 2011
Bachelor of Science (BS), Business Management - Finance
Unum May 2013 - Present
Invesco Ltd. May 2012 - December 2012
Connective Tutoring, LLC May 2009 - May 2011
Georgia Tech Special Programs Office January 2009 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Customer Service
Education
Georgia Institute of Technology 2007 — 2011
Bachelor of Science (BS), Business Management - Finance
Christopher Burgess, CPA's Invesco Ltd. Experience March 2011 - February 2013
Job Corporate Controller at iSend, LLC
Industry Accounting
Experience
iSend, LLC March 2015 - Present
accesso Technology Group, plc February 2013 - February 2015
Invesco Ltd. March 2011 - February 2013
KPMG, LLP October 2009 - March 2011
Skills
Variance Analysis, Accounting, Journal Entries, External Audit, Account Reconciliation, Internal Controls, Financial Statements, Auditing, US GAAP, Sarbanes-Oxley Act, GAAP, Financial Reporting, Financial Analysis, Financial Accounting
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
Master of Professional Accountancy, Accounting
Kennesaw State University - Michael J. Coles College of Business 2004 — 2007
Bachelor of Business Administration, Accounting
iSend, LLC March 2015 - Present
accesso Technology Group, plc February 2013 - February 2015
Invesco Ltd. March 2011 - February 2013
KPMG, LLP October 2009 - March 2011
Skills
Variance Analysis, Accounting, Journal Entries, External Audit, Account Reconciliation, Internal Controls, Financial Statements, Auditing, US GAAP, Sarbanes-Oxley Act, GAAP, Financial Reporting, Financial Analysis, Financial Accounting
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
Master of Professional Accountancy, Accounting
Kennesaw State University - Michael J. Coles College of Business 2004 — 2007
Bachelor of Business Administration, Accounting
Amanda Willian, CFA's Invesco Ltd. Experience August 2011 - Present
Job Business Analyst, Principal Fixed Income Applications at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. August 2011 - Present
AEGON August 2005 - July 2011
Hilliard Lyons May 1999 - August 2005
Education
Georgetown College
Bachelors, Mathematics
University of Louisville
MBA, Business
Invesco Ltd. August 2011 - Present
AEGON August 2005 - July 2011
Hilliard Lyons May 1999 - August 2005
Education
Georgetown College
Bachelors, Mathematics
University of Louisville
MBA, Business
Beth Good's Invesco Ltd. Experience February 1998 - Present
Job Senior Vice President at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. February 1998 - Present
First Chicago NBD Bank 1993 - 1998
Skills
Separately Managed..., Series 7, Institutional, Money Market
Education
Franklin University 1985 — 1989
Bachelor of Science, Finance
Invesco Ltd. February 1998 - Present
First Chicago NBD Bank 1993 - 1998
Skills
Separately Managed..., Series 7, Institutional, Money Market
Education
Franklin University 1985 — 1989
Bachelor of Science, Finance
Clay W. Manley, CFA's Invesco Ltd. Experience 2001 - Present
Job Portfolio Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. 2001 - Present
Education
Emory University - Goizueta Business School 1999 — 2001
MBA
Vanderbilt University 1991 — 1995
BA
Invesco Ltd. 2001 - Present
Education
Emory University - Goizueta Business School 1999 — 2001
MBA
Vanderbilt University 1991 — 1995
BA
Emma Vicenzi's Invesco Ltd. Experience December 2007 - Present
Job Sr. Sales Assistant at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. December 2007 - Present
Education
Georgia State University
BS, Business Administration and Management, General
Invesco Ltd. December 2007 - Present
Education
Georgia State University
BS, Business Administration and Management, General
Debra Wodarczak Buckley's Invesco Ltd. Experience September 1999 - Present
Job Sr Retirement Specialist at Invesco Ltd
Industry Investment Management
Experience
Invesco Ltd. September 1999 - Present
Van Kampen Funds January 1996 - September 1999
HSBC January 1984 - November 1995
Skills
Retirement, 401k, Mutual Funds, Series 63, Series 6, Retirement Planning, Pensions, Investment Advisory, IRAs, 403 b, Customer Service, Financial Services, Retirement Plan..., Qualified Retirement...
Education
Erie Community College
Busines Administration
Invesco Ltd. September 1999 - Present
Van Kampen Funds January 1996 - September 1999
HSBC January 1984 - November 1995
Skills
Retirement, 401k, Mutual Funds, Series 63, Series 6, Retirement Planning, Pensions, Investment Advisory, IRAs, 403 b, Customer Service, Financial Services, Retirement Plan..., Qualified Retirement...
Education
Erie Community College
Busines Administration
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group