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
Stephen McQuilling Stephen McQuilling's Invesco Ltd. Experience August 2010 - July 2011
Job Market Intelligence Analyst II
Industry Oil & Energy
Experience
National Oilwell Varco April 2015 - Present
National Oilwell Varco September 2014 - April 2015
Momentum Bay Associates LP July 2011 - September 2014
Invesco Ltd. August 2010 - July 2011
Deloitte February 2007 - June 2010
Skills
Renewable Energy, Energy, Sustainability, Management Consulting, Accounting, Financial Analysis, Finance
Education
Rice University - Jesse H. Jones Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Texas A&M University 2003 — 2006
Bachelor of Science, Economics
Memorial High School
National Oilwell Varco April 2015 - Present
National Oilwell Varco September 2014 - April 2015
Momentum Bay Associates LP July 2011 - September 2014
Invesco Ltd. August 2010 - July 2011
Deloitte February 2007 - June 2010
Skills
Renewable Energy, Energy, Sustainability, Management Consulting, Accounting, Financial Analysis, Finance
Education
Rice University - Jesse H. Jones Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Texas A&M University 2003 — 2006
Bachelor of Science, Economics
Memorial High School
Aaron Feldman Aaron Feldman's Invesco Ltd. Experience March 2011 - September 2014
Job Vice President at First Trust
Industry Financial Services
Experience
First Trust November 2014 - Present
Invesco US October 2014 - October 2014
Invesco Ltd. March 2011 - September 2014
Essex Realty Group, Inc. August 2006 - February 2011
Skills
Series 7, Mutual Funds, Investments, Brokerage, Asset Management, Separately Managed..., Financial Analysis, Investment Properties, ETFs, Series 63, Alternative Investments, Investment Strategies, Valuation, Asset Allocation, Securities, Investment Advisory, Financial Services, Investment Management, Strategic Financial..., Relationship Management, Commercial Real Estate, Real Estate, Real Estate Transactions, Wealth Management
Education
Miami University 2002 — 2006
BA
Berkeley Preparatory School 1988 — 2002
High School Diploma, K-12
First Trust November 2014 - Present
Invesco US October 2014 - October 2014
Invesco Ltd. March 2011 - September 2014
Essex Realty Group, Inc. August 2006 - February 2011
Skills
Series 7, Mutual Funds, Investments, Brokerage, Asset Management, Separately Managed..., Financial Analysis, Investment Properties, ETFs, Series 63, Alternative Investments, Investment Strategies, Valuation, Asset Allocation, Securities, Investment Advisory, Financial Services, Investment Management, Strategic Financial..., Relationship Management, Commercial Real Estate, Real Estate, Real Estate Transactions, Wealth Management
Education
Miami University 2002 — 2006
BA
Berkeley Preparatory School 1988 — 2002
High School Diploma, K-12
Bill Winters Bill Winters's Invesco Ltd. Experience September 2005 - April 2008
Job SAP Basis System Expert at LyondellBasell
Industry Chemicals
Experience
LyondellBasell May 2010 - Present
LyondellBasell April 2008 - May 2010
Invesco Ltd. September 2005 - April 2008
Invesco Ltd. July 2003 - September 2005
Strategic Network Consulting August 2000 - July 2003
LyondellBasell June 1999 - August 2000
CompuCom June 1997 - May 1999
Skills
SAP, SAP R/3, SAP Netweaver, SAP ERP, SAP BI, SAP Portal, Citrix, Citrix Metaframe, Microsoft Technologies, Blackberry Enterprise..., Blackberry, Blackberry OS, Network Load Balancing, SAN, Microsoft Exchange, Data Center, IT Management, Business Intelligence, Business Objects, SAP Basis, Data Migration, SAP Implementation, ITIL, IT Strategy, Integration
Education
New Mexico State University 1992 — 1997
BS, Mechanical Engineering
LyondellBasell May 2010 - Present
LyondellBasell April 2008 - May 2010
Invesco Ltd. September 2005 - April 2008
Invesco Ltd. July 2003 - September 2005
Strategic Network Consulting August 2000 - July 2003
LyondellBasell June 1999 - August 2000
CompuCom June 1997 - May 1999
Skills
SAP, SAP R/3, SAP Netweaver, SAP ERP, SAP BI, SAP Portal, Citrix, Citrix Metaframe, Microsoft Technologies, Blackberry Enterprise..., Blackberry, Blackberry OS, Network Load Balancing, SAN, Microsoft Exchange, Data Center, IT Management, Business Intelligence, Business Objects, SAP Basis, Data Migration, SAP Implementation, ITIL, IT Strategy, Integration
Education
New Mexico State University 1992 — 1997
BS, Mechanical Engineering
Alekhya Kammadanam's Invesco Ltd. Experience December 2013 - August 2014
Job Software Engineer Internship at Schlumberger Technologies
Industry Computer Software
Experience
The University Of Oklahoma, Norman October 2014 - Present
Schlumberger May 2015 - August 2015
Invesco Ltd. December 2013 - August 2014
Skills
Java, Visual Studio, C, C++, C#, Windows, Android, Core Java, PHP, Python, .NET, Autosys, Microsoft SQL Server, Databases, CSS, JavaScript, Eclipse, SysAid, Service-now.com, DBMS, sql, MVVM, Studio Manager, MongoDB, R
Education
The University of Oklahoma, Norman 2014 — 2016
Master's in Computer Science, Computer Science, A
Jawaharlal Nehru Technological University 2009 — 2013
Bachelor of Technology (B.Tech.), Computer Science, A
Narayana Junior College, Hyderabad, India. 2007 — 2009
Intermediate, Maths, Physics, Chemistry, 3.80
Brilliant Grammar High School 2000 — 2007
SSC, 3.80
The University Of Oklahoma, Norman October 2014 - Present
Schlumberger May 2015 - August 2015
Invesco Ltd. December 2013 - August 2014
Skills
Java, Visual Studio, C, C++, C#, Windows, Android, Core Java, PHP, Python, .NET, Autosys, Microsoft SQL Server, Databases, CSS, JavaScript, Eclipse, SysAid, Service-now.com, DBMS, sql, MVVM, Studio Manager, MongoDB, R
Education
The University of Oklahoma, Norman 2014 — 2016
Master's in Computer Science, Computer Science, A
Jawaharlal Nehru Technological University 2009 — 2013
Bachelor of Technology (B.Tech.), Computer Science, A
Narayana Junior College, Hyderabad, India. 2007 — 2009
Intermediate, Maths, Physics, Chemistry, 3.80
Brilliant Grammar High School 2000 — 2007
SSC, 3.80
Alexander Ian Carpenter, CFA Alexander Ian Carpenter, CFA's Invesco Ltd. Experience May 2000 - December 2001
Job Portfolio Manager | Senior Equity Analyst | Senior Credit Analyst | Latin America Specialist | Brazil | Emerging Markets
Industry Investment Management
Experience
Independent May 2014 - Present
Itaú Unibanco June 2011 - April 2014
Itaú Unibanco February 2010 - June 2011
Moody's Investors Service March 2007 - February 2010
HSBC Global Asset Managment November 2004 - March 2007
CFA Society Brazil January 2004 - May 2006
Moody's Investors Service August 2002 - November 2004
Invesco Ltd. May 2000 - December 2001
Banco Mercantil de Sao Paulo - Banco Finasa de Investimento March 1998 - May 2000
SR Rating / Duff & Phelps May 1997 - March 1998
Skills
Investment Management, Equities, Equity Research, Hedge Funds, Emerging Markets, Trading, Asset Management, Fixed Income, Financial Markets, Portfolio Management, Asset Managment, Capital Markets, Bloomberg, Latin America, Mutual Funds, Credit Analysis, Fixed Income Analysis, Bonds, Credit, Derivatives, Valuation
Education
Thunderbird School of Global Management 1994 — 1996
MBA, MBA, GPA: 3.8/4.0
Indiana University Bloomington 1987 — 1992
BA, Political Science, GPA: 3.6/4.0 in major
Independent May 2014 - Present
Itaú Unibanco June 2011 - April 2014
Itaú Unibanco February 2010 - June 2011
Moody's Investors Service March 2007 - February 2010
HSBC Global Asset Managment November 2004 - March 2007
CFA Society Brazil January 2004 - May 2006
Moody's Investors Service August 2002 - November 2004
Invesco Ltd. May 2000 - December 2001
Banco Mercantil de Sao Paulo - Banco Finasa de Investimento March 1998 - May 2000
SR Rating / Duff & Phelps May 1997 - March 1998
Skills
Investment Management, Equities, Equity Research, Hedge Funds, Emerging Markets, Trading, Asset Management, Fixed Income, Financial Markets, Portfolio Management, Asset Managment, Capital Markets, Bloomberg, Latin America, Mutual Funds, Credit Analysis, Fixed Income Analysis, Bonds, Credit, Derivatives, Valuation
Education
Thunderbird School of Global Management 1994 — 1996
MBA, MBA, GPA: 3.8/4.0
Indiana University Bloomington 1987 — 1992
BA, Political Science, GPA: 3.6/4.0 in major
Erica Ortega Erica Ortega's Invesco Ltd. Experience September 1995 - September 2006
Job Carnegie Vanguard Magnet Dept.
Industry Education Management
Experience
Houston ISD October 2006 - Present
Invesco Ltd. September 1995 - September 2006
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Financial Analysis, Access, Microsoft Word, Staff Development, PowerPoint, People Soft, Notary Public, Certified Notary..., Training, Bloomberg, Fixed Income
Education
Houston Community College 1995 — 1997
Associate of Arts (AA), Associates in Art
Houston ISD October 2006 - Present
Invesco Ltd. September 1995 - September 2006
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Financial Analysis, Access, Microsoft Word, Staff Development, PowerPoint, People Soft, Notary Public, Certified Notary..., Training, Bloomberg, Fixed Income
Education
Houston Community College 1995 — 1997
Associate of Arts (AA), Associates in Art
Ben Heidari's Invesco Ltd. Experience April 2014 - August 2015
Job Sr. Internal Associate at William Blair
Industry Financial Services
Experience
William Blair & Company August 2015 - Present
Invesco Ltd. April 2014 - August 2015
Edward Jones November 2012 - January 2014
State Farm Insurance November 2010 - November 2012
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science (BS), Finance, General
CBC
William Blair & Company August 2015 - Present
Invesco Ltd. April 2014 - August 2015
Edward Jones November 2012 - January 2014
State Farm Insurance November 2010 - November 2012
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science (BS), Finance, General
CBC
Audreana Roberson's Invesco Ltd. Experience August 2014 - Present
Job Treasury Analyst at Invesco Ltd.
Industry Accounting
Experience
Invesco Ltd. August 2014 - Present
Horne LLP April 2012 - March 2013
Potawatomi Bingo Casino August 2011 - December 2011
Tennessee Education Lottery June 2010 - August 2010
Stearns CPA Solution May 2008 - August 2009
Pick-N-Save October 2005 - April 2007
Skills
Accounts Payable, Auditing, Financial Planning, Journal Entries, Customer Service, Cash Handling, Ten Key, Strategic Financial..., Cash Flow, Variance Analysis, Accounting, Bookkeeping, Microsoft Word, Account Reconciliation, PowerPoint, Microsoft Office
Education
Texas Southern University 2015 — 2016
Master’s Degree, Accounting
Lane College 2007 — 2011
Bachelor of Science, Business Administration/Accounting
Lane College 2007 — 2011
Bachelor of Science, Business Administration; AccountingBryant Gumble Golf Tournament Scholarship
Invesco Ltd. August 2014 - Present
Horne LLP April 2012 - March 2013
Potawatomi Bingo Casino August 2011 - December 2011
Tennessee Education Lottery June 2010 - August 2010
Stearns CPA Solution May 2008 - August 2009
Pick-N-Save October 2005 - April 2007
Skills
Accounts Payable, Auditing, Financial Planning, Journal Entries, Customer Service, Cash Handling, Ten Key, Strategic Financial..., Cash Flow, Variance Analysis, Accounting, Bookkeeping, Microsoft Word, Account Reconciliation, PowerPoint, Microsoft Office
Education
Texas Southern University 2015 — 2016
Master’s Degree, Accounting
Lane College 2007 — 2011
Bachelor of Science, Business Administration/Accounting
Lane College 2007 — 2011
Bachelor of Science, Business Administration; AccountingBryant Gumble Golf Tournament Scholarship
Jim Skesavage Jim Skesavage's Invesco Ltd. Experience January 1993 - May 2002
Job Director of Marketing, Principal at Atlanta Capital Management
Industry Investment Management
Experience
Atlanta Capital Management May 2002 - Present
Invesco Ltd. January 1993 - May 2002
NationsBank Investment Management April 1989 - December 1992
Skills
Financial Services, Fund Of Funds, Institutional..., Integrated Marketing, Strategy, Strategic Partnerships, Thought Leadership, Private Equity, Financial Modeling, Wealth Management, Investment Advisory, Fixed Income, Emerging Markets, Retirement, Pensions, Options, Pension Funds, Management, Investments, Investment Management, Asset Management
Education
Mercer University - Stetson School of Business and Economics 1990 — 1991
M.B.A., Management
Loyola University Maryland 1977 — 1981
B.A., Business Administration
Bergen Catholic High School 1973 — 1977
Atlanta Capital Management May 2002 - Present
Invesco Ltd. January 1993 - May 2002
NationsBank Investment Management April 1989 - December 1992
Skills
Financial Services, Fund Of Funds, Institutional..., Integrated Marketing, Strategy, Strategic Partnerships, Thought Leadership, Private Equity, Financial Modeling, Wealth Management, Investment Advisory, Fixed Income, Emerging Markets, Retirement, Pensions, Options, Pension Funds, Management, Investments, Investment Management, Asset Management
Education
Mercer University - Stetson School of Business and Economics 1990 — 1991
M.B.A., Management
Loyola University Maryland 1977 — 1981
B.A., Business Administration
Bergen Catholic High School 1973 — 1977
Alla Gringaus Alla Gringaus's Invesco Ltd. Experience 1993 - 1997
Job Lead UX, Frontend, Performance, SEO
Industry Publishing
Experience
Gringaus Consulting, LLC February 2015 - Present
The Economist December 2013 - January 2015
Time Inc. January 2010 - December 2013
Time Inc. 2001 - 2010
Morgan Stanley 1999 - 2001
NorthPoint Solutions LLC 1997 - 2001
Invesco Ltd. 1993 - 1997
American Management Systems (AMS) 1994 - 1995
Odessa State Marine Academy September 1982 - August 1991
Skills
SEO, XML, AJAX, Microformats, Progressive Enhancement, Unobtrusive Javascript, Web 2.0, Accessibility, Web Standards, CMS, Social Media, Optimizing Performance, Emerging Technologies, Mentoring, Web Design, CSS, JavaScript, Integration, HTML, Digital Strategy, Content Management, User Experience, Start-ups, Strategic Partnerships, Product Management, Web Development, User Interface Design, Entrepreneurship, HTML 5, JSON, Front-end, User Interface, WordPress, Agile Methodologies, Email Marketing, Web Applications, E-commerce, jQuery, Web Analytics, Mobile Applications, Blogging, Content Strategy, Usability, User Experience Design, Website Development, Google Analytics, XHTML, Interaction Design, Drupal, Web Project Management
Education
New York University 2015 — 2015
UX program
Odessa State University, Ukraine 1976 — 1982
M.S. in Mathematics, Computing Algebra & Descrete Mathematics, 3.9
Gringaus Consulting, LLC February 2015 - Present
The Economist December 2013 - January 2015
Time Inc. January 2010 - December 2013
Time Inc. 2001 - 2010
Morgan Stanley 1999 - 2001
NorthPoint Solutions LLC 1997 - 2001
Invesco Ltd. 1993 - 1997
American Management Systems (AMS) 1994 - 1995
Odessa State Marine Academy September 1982 - August 1991
Skills
SEO, XML, AJAX, Microformats, Progressive Enhancement, Unobtrusive Javascript, Web 2.0, Accessibility, Web Standards, CMS, Social Media, Optimizing Performance, Emerging Technologies, Mentoring, Web Design, CSS, JavaScript, Integration, HTML, Digital Strategy, Content Management, User Experience, Start-ups, Strategic Partnerships, Product Management, Web Development, User Interface Design, Entrepreneurship, HTML 5, JSON, Front-end, User Interface, WordPress, Agile Methodologies, Email Marketing, Web Applications, E-commerce, jQuery, Web Analytics, Mobile Applications, Blogging, Content Strategy, Usability, User Experience Design, Website Development, Google Analytics, XHTML, Interaction Design, Drupal, Web Project Management
Education
New York University 2015 — 2015
UX program
Odessa State University, Ukraine 1976 — 1982
M.S. in Mathematics, Computing Algebra & Descrete Mathematics, 3.9
Brian Tremblay Brian Tremblay's Invesco Ltd. Experience September 2010 - March 2014
Job Regional Vice President at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments March 2014 - Present
Invesco Ltd. September 2010 - March 2014
Brewer Futures Group March 2008 - January 2010
Skills
Investments, Due Diligence, Finance, Business Development, Financial Analysis
Education
Miami University 2003 — 2007
Bachelor of Arts, Economics
RidgeWorth Investments March 2014 - Present
Invesco Ltd. September 2010 - March 2014
Brewer Futures Group March 2008 - January 2010
Skills
Investments, Due Diligence, Finance, Business Development, Financial Analysis
Education
Miami University 2003 — 2007
Bachelor of Arts, Economics
Dazia Ortiz's Invesco Ltd. Experience October 2014 - Present
Job Accounting Clerk at High Energy Lighting
Industry Accounting
Experience
Invesco Ltd. October 2014 - Present
High Energy Lighting July 2013 - October 2014
Skills
Bilingual-Spanish, MS Office Suite, Notary Public, QuickBooks, Accounts Payable, Bookkeeping, Accounts Receivable, Invoicing, Spreadsheets, Account Reconciliation, Data Entry, Tax Preparation, Financial Accounting, Accounting, Administrative..., Sales Tax, Telephone Skills, Financial Reporting
Education
University of Houston-Downtown 2011 — 2014
B.B.A, Accounting
Lone Star College System 2007 — 2011
Associates of Arts, Accounting
Invesco Ltd. October 2014 - Present
High Energy Lighting July 2013 - October 2014
Skills
Bilingual-Spanish, MS Office Suite, Notary Public, QuickBooks, Accounts Payable, Bookkeeping, Accounts Receivable, Invoicing, Spreadsheets, Account Reconciliation, Data Entry, Tax Preparation, Financial Accounting, Accounting, Administrative..., Sales Tax, Telephone Skills, Financial Reporting
Education
University of Houston-Downtown 2011 — 2014
B.B.A, Accounting
Lone Star College System 2007 — 2011
Associates of Arts, Accounting
Brian Rohr, CPA's Invesco Ltd. Experience June 2008 - August 2008
Job Product Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments November 2013 - Present
Nuveen Investments October 2011 - November 2013
KPMG LLP November 2009 - October 2011
Invesco Ltd. June 2008 - August 2008
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelors of Science, Accounting, Finance
Nuveen Investments November 2013 - Present
Nuveen Investments October 2011 - November 2013
KPMG LLP November 2009 - October 2011
Invesco Ltd. June 2008 - August 2008
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelors of Science, Accounting, Finance
Casey Zaunbrecher, PMP's Invesco Ltd. Experience November 2008 - November 2013
Job Senior Project Manager
Industry Architecture & Planning
Experience
Houston Airport System November 2013 - Present
Invesco Ltd. November 2008 - November 2013
The Methodist Hospital October 2007 - November 2008
Invesco Aim February 2005 - November 2007
Furniture Marketing Group November 2003 - August 2006
McCoy Workplace Solutions July 1998 - October 2003
Skills
Capital Project Planning, Budget Setting, Budget Monitoring, Strategic Communication..., Scheduling Tools, AutoCAD, MS Project, Microsoft Word, Microsoft Excel, Microsoft Power Point, Oracle Applications, Vendor Management, Managing Consultants, PMP Certification In..., PMP, Strategic Communications, Project Management, PowerPoint, Furniture, Project Planning, Space planning, Move Management, Construction, Contract Management, CAD, Project Coordination, Construction Management, Budgets, Project Portfolio..., Contract Negotiation
Education
Louisiana State University 1993 — 1998
Bachelor of Interior Design, Interior Design
Houston Airport System November 2013 - Present
Invesco Ltd. November 2008 - November 2013
The Methodist Hospital October 2007 - November 2008
Invesco Aim February 2005 - November 2007
Furniture Marketing Group November 2003 - August 2006
McCoy Workplace Solutions July 1998 - October 2003
Skills
Capital Project Planning, Budget Setting, Budget Monitoring, Strategic Communication..., Scheduling Tools, AutoCAD, MS Project, Microsoft Word, Microsoft Excel, Microsoft Power Point, Oracle Applications, Vendor Management, Managing Consultants, PMP Certification In..., PMP, Strategic Communications, Project Management, PowerPoint, Furniture, Project Planning, Space planning, Move Management, Construction, Contract Management, CAD, Project Coordination, Construction Management, Budgets, Project Portfolio..., Contract Negotiation
Education
Louisiana State University 1993 — 1998
Bachelor of Interior Design, Interior Design
Patrice Cayer Patrice Cayer's Invesco Ltd. Experience September 1999 - October 2001
Job Regional Vice President, Western Canada National Bank Investments
Industry Banking
Experience
National Bank of Canada February 2006 - Present
National Bank of Canada June 2002 - February 2006
National Bank of Canada October 2001 - June 2002
Invesco Ltd. September 1999 - October 2001
Invesco Ltd. December 1998 - September 1999
Skills
Executive Leadership, Business Development, Team Leadership, Thought Leadership, Strategic coaching, Team Building, Mentoring Sales training, Public Speaking, Investments, Mutual Funds, Financial market, Business Relationship..., Cross Selling, Practice Management, Expense Budget..., Relationship building, Staff management, Sales, Financial Markets, Leadership, Staff Management, Financial Services, Wealth Management, Equities, Securities, Coaching, Credit, Banking, Investment Strategies, Portfolio Management, Capital Markets, Retirement Planning
Education
Mount Allison University 1994 — 1998
National Bank of Canada February 2006 - Present
National Bank of Canada June 2002 - February 2006
National Bank of Canada October 2001 - June 2002
Invesco Ltd. September 1999 - October 2001
Invesco Ltd. December 1998 - September 1999
Skills
Executive Leadership, Business Development, Team Leadership, Thought Leadership, Strategic coaching, Team Building, Mentoring Sales training, Public Speaking, Investments, Mutual Funds, Financial market, Business Relationship..., Cross Selling, Practice Management, Expense Budget..., Relationship building, Staff management, Sales, Financial Markets, Leadership, Staff Management, Financial Services, Wealth Management, Equities, Securities, Coaching, Credit, Banking, Investment Strategies, Portfolio Management, Capital Markets, Retirement Planning
Education
Mount Allison University 1994 — 1998
Poulami Pal Poulami Pal's Invesco Ltd. Experience November 2014 - Present
Job Business Analyst / Project Manager
Industry Financial Services
Experience
Invesco Ltd. November 2014 - Present
ANALEC Infotech Private Limited November 2012 - December 2013
Williams F1 Team July 2012 - September 2012
Barclays Capital July 2007 - January 2011
Skills
Business Analysis, SDLC, Change Management, User Acceptance Testing, Quality Assurance, Business Requirements, Business Strategy, Financial Services, Oracle SQL, Unix, Autosys, Perforce, JIRA, Quality Center
Education
University of Oxford - Said Business School 2011 — 2012
MBA
Indian Institute of Technology, Kharagpur 2002 — 2007
Integrated M.Sc., 5 years, Maths and Computing
Invesco Ltd. November 2014 - Present
ANALEC Infotech Private Limited November 2012 - December 2013
Williams F1 Team July 2012 - September 2012
Barclays Capital July 2007 - January 2011
Skills
Business Analysis, SDLC, Change Management, User Acceptance Testing, Quality Assurance, Business Requirements, Business Strategy, Financial Services, Oracle SQL, Unix, Autosys, Perforce, JIRA, Quality Center
Education
University of Oxford - Said Business School 2011 — 2012
MBA
Indian Institute of Technology, Kharagpur 2002 — 2007
Integrated M.Sc., 5 years, Maths and Computing
Bria Brimmer's Invesco Ltd. Experience October 2014 - Present
Job Securites Pricing Analyst at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. October 2014 - Present
IBC Bank November 2013 - August 2014
Amplify Trading May 2013 - August 2013
South Carolina State University 2008 - 2012
South Carolina State University January 2011 - May 2011
Skills
Financial Accounting, Microsoft Excel, Peachtree, Quantitative Research, Management Accounting, Team Leadership, Business Analysis, Excel models, PowerPoint, Customer Service, Persuasive Speaker, Microsoft Office, Time Management, Analysis, Microsoft Word, Public Speaking, Research, Accounting, Project Management, Financial Analysis, Data Analysis, Access, Financial Reporting
Education
Hult International Business School 2012 — 2013
Master's degree (Current), International Finance
South Carolina State University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting
Invesco Ltd. October 2014 - Present
IBC Bank November 2013 - August 2014
Amplify Trading May 2013 - August 2013
South Carolina State University 2008 - 2012
South Carolina State University January 2011 - May 2011
Skills
Financial Accounting, Microsoft Excel, Peachtree, Quantitative Research, Management Accounting, Team Leadership, Business Analysis, Excel models, PowerPoint, Customer Service, Persuasive Speaker, Microsoft Office, Time Management, Analysis, Microsoft Word, Public Speaking, Research, Accounting, Project Management, Financial Analysis, Data Analysis, Access, Financial Reporting
Education
Hult International Business School 2012 — 2013
Master's degree (Current), International Finance
South Carolina State University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting
Cindy Jacisin Cindy Jacisin's Invesco Ltd. Experience June 2010 - October 2011
Job Travel Manager, USG Corporation
Industry Leisure, Travel & Tourism
Experience
University of Chicago November 2012 - February 2014
Invesco Ltd. June 2010 - October 2011
Van Kampen Investments / Morgan Stanley April 1999 - June 2010
American Express Business Travel December 1990 - April 1999
Skills
Travel Management, Contract Negotiation, Supplier Management, Strategic Planning, T&E Policy Development, Project Management, Executive Reporting, Customer Service, Event..., Supply Management, Sales, Budgets, Management, Leadership, Negotiation, Strategic Sourcing, CRM, Program Management, Cross-functional Team..., Process Improvement, Meeting Planning, Business Development, Account Management, Vendor Management, Competitive Analysis, Strategy, Team Building, Marketing, Event Management, Strategic Partnerships, Operations Management, Training, Marketing Strategy, Forecasting, New Business Development, Business Strategy, Change Management, Sales Management, Team Leadership, Marketing Communications, Salesforce.com, Business Process..., Trade Shows, Management Consulting, Market Research, Sales Operations, Business Planning, Business Analysis, Customer Satisfaction, Product Marketing
Education
Illinois State University
BS, Business Administration
University of Chicago November 2012 - February 2014
Invesco Ltd. June 2010 - October 2011
Van Kampen Investments / Morgan Stanley April 1999 - June 2010
American Express Business Travel December 1990 - April 1999
Skills
Travel Management, Contract Negotiation, Supplier Management, Strategic Planning, T&E Policy Development, Project Management, Executive Reporting, Customer Service, Event..., Supply Management, Sales, Budgets, Management, Leadership, Negotiation, Strategic Sourcing, CRM, Program Management, Cross-functional Team..., Process Improvement, Meeting Planning, Business Development, Account Management, Vendor Management, Competitive Analysis, Strategy, Team Building, Marketing, Event Management, Strategic Partnerships, Operations Management, Training, Marketing Strategy, Forecasting, New Business Development, Business Strategy, Change Management, Sales Management, Team Leadership, Marketing Communications, Salesforce.com, Business Process..., Trade Shows, Management Consulting, Market Research, Sales Operations, Business Planning, Business Analysis, Customer Satisfaction, Product Marketing
Education
Illinois State University
BS, Business Administration
Dawn Rorai Dawn Rorai's Invesco Ltd. Experience April 2012 - Present
Job Senior Channel Marketer at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. April 2012 - Present
Invesco Ltd. May 2002 - March 2012
AIM Investments May 2000 - May 2002
Van Kampen Funds May 1998 - May 2000
Skills
Project Management, New Business Development, PowerPoint, Microsoft Excel, Relationship Management, Mutual Funds, Team Building, Negotiation, Series 7, Microsoft Office, AAMS, Investments
Education
Naropa University
Studied Creative Writing
University of Houston-Downtown
Bachelor of Science (BS), Interdisciplinary Studies
Invesco Ltd. April 2012 - Present
Invesco Ltd. May 2002 - March 2012
AIM Investments May 2000 - May 2002
Van Kampen Funds May 1998 - May 2000
Skills
Project Management, New Business Development, PowerPoint, Microsoft Excel, Relationship Management, Mutual Funds, Team Building, Negotiation, Series 7, Microsoft Office, AAMS, Investments
Education
Naropa University
Studied Creative Writing
University of Houston-Downtown
Bachelor of Science (BS), Interdisciplinary Studies
K. Stuart Peskin, CFA K. Stuart Peskin, CFA's Invesco Ltd. Experience September 2009 - October 2011
Job Investment Director at Standard Life Investments
Industry Investment Management
Experience
Standard Life Investments October 2012 - Present
Invesco Ltd. September 2009 - October 2011
State Street Global Advisors August 1989 - July 2009
State Street Global Advisors August 2005 - January 2009
Southeast Relationship Management January 1995 - January 2005
SunTrust Bank 1986 - 1987
Skills
Asset Management, Investments, Equities, Emerging Markets, Alternative Investments, Portfolio Management, Institutional, Thought Leadership, Asset Allocation, Investment Strategies, Fixed Income, Customer Relations, Strategy, Hedge Funds, Investment Management, Asset Managment, Mutual Funds, Competitive Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 1987 — 1989
MBA, Finance
Tulane University 1981 — 1985
B.S., Economics
Standard Life Investments October 2012 - Present
Invesco Ltd. September 2009 - October 2011
State Street Global Advisors August 1989 - July 2009
State Street Global Advisors August 2005 - January 2009
Southeast Relationship Management January 1995 - January 2005
SunTrust Bank 1986 - 1987
Skills
Asset Management, Investments, Equities, Emerging Markets, Alternative Investments, Portfolio Management, Institutional, Thought Leadership, Asset Allocation, Investment Strategies, Fixed Income, Customer Relations, Strategy, Hedge Funds, Investment Management, Asset Managment, Mutual Funds, Competitive Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 1987 — 1989
MBA, Finance
Tulane University 1981 — 1985
B.S., Economics
Laura Butler, MS-HRM, PHR's Invesco Ltd. Experience May 2009 - January 2011
Job HR Manager at Baker Hughes
Industry Human Resources
Experience
Baker Hughes April 2015 - Present
Baker Hughes April 2013 - Present
Baker Hughes February 2012 - Present
Baker Hughes January 2011 - February 2012
Invesco Ltd. May 2009 - January 2011
Invesco Ltd. October 2006 - May 2009
Invesco Ltd. May 2005 - October 2006
Skills
Talent Acquisition, Applicant Tracking..., HRIS, Onboarding, Employee Relations, Taleo, HR Policies, Employee Benefits, Interviews, Leadership, Recruiting, Talent Management, Training, Workforce Planning, Performance Management, Succession Planning, Deferred Compensation, Personnel Management
Education
Houston Baptist University 2010 — 2012
MS, Human Resources Management
Texas A&M University 1999 — 2003
BA, Speech Communications, Minor in Business Administration
Universidad Pontificia de Salamanca 2002 — 2002
Spanish Language and Literature
Baker Hughes April 2015 - Present
Baker Hughes April 2013 - Present
Baker Hughes February 2012 - Present
Baker Hughes January 2011 - February 2012
Invesco Ltd. May 2009 - January 2011
Invesco Ltd. October 2006 - May 2009
Invesco Ltd. May 2005 - October 2006
Skills
Talent Acquisition, Applicant Tracking..., HRIS, Onboarding, Employee Relations, Taleo, HR Policies, Employee Benefits, Interviews, Leadership, Recruiting, Talent Management, Training, Workforce Planning, Performance Management, Succession Planning, Deferred Compensation, Personnel Management
Education
Houston Baptist University 2010 — 2012
MS, Human Resources Management
Texas A&M University 1999 — 2003
BA, Speech Communications, Minor in Business Administration
Universidad Pontificia de Salamanca 2002 — 2002
Spanish Language and Literature
A.J. Walker, CFP® CIMA®'s Invesco Ltd. Experience December 1989 - June 1998
Job Financial Consulting and Investment Advisory Leader
Industry Financial Services
Experience
Lake Jericho, LLC October 2014 - Present
The University of Chicago October 2014 - December 2014
Internal Revenue Service January 2013 - July 2013
New Covenant Trust Company November 2001 - April 2010
Invesco Ltd. December 1989 - June 1998
Skills
Portfolio Management, Fixed Income Trading, Equity Trading, Mutual Funds, ETFs, Liquidity Management, Performance Analysis, Performance Measurement, Endowment & Foundation..., Planned Giving, Gift Tax, Estate Planning, Estate Tax Planning, Client Development, Client Acquisition, Client Service, Client Retention, New Business Development, Product Design, Product Strategy, Product Development, Product Launch, Product Management, Business Process..., Business Process Design, Business Process..., Business Process..., Strategic Leadership, Strategic Analysis, Strategy Development, Strategic Planning, Business Strategy, Strategy, Asset Allocation, Analysis, Financial Services, Business Analysis, Fixed Income, CRM, Investments, Investment Strategies, Investment Management, Finance, Financial Advisory, Leadership, Wealth Management, Investment Advisory, Management, Relationship Management, Consulting
Education
Indiana University-Southeast 2002 — 2004
Masters, Business Administration
University of Louisville 1984 — 1989
Bachelor of Science, Business Economics (Finance Concentration)
Lake Jericho, LLC October 2014 - Present
The University of Chicago October 2014 - December 2014
Internal Revenue Service January 2013 - July 2013
New Covenant Trust Company November 2001 - April 2010
Invesco Ltd. December 1989 - June 1998
Skills
Portfolio Management, Fixed Income Trading, Equity Trading, Mutual Funds, ETFs, Liquidity Management, Performance Analysis, Performance Measurement, Endowment & Foundation..., Planned Giving, Gift Tax, Estate Planning, Estate Tax Planning, Client Development, Client Acquisition, Client Service, Client Retention, New Business Development, Product Design, Product Strategy, Product Development, Product Launch, Product Management, Business Process..., Business Process Design, Business Process..., Business Process..., Strategic Leadership, Strategic Analysis, Strategy Development, Strategic Planning, Business Strategy, Strategy, Asset Allocation, Analysis, Financial Services, Business Analysis, Fixed Income, CRM, Investments, Investment Strategies, Investment Management, Finance, Financial Advisory, Leadership, Wealth Management, Investment Advisory, Management, Relationship Management, Consulting
Education
Indiana University-Southeast 2002 — 2004
Masters, Business Administration
University of Louisville 1984 — 1989
Bachelor of Science, Business Economics (Finance Concentration)
Kurt Peavy, CRPS®'s Invesco Ltd. Experience 1999 - 2005
Job Client Relationship Consultant at Arthur J. Gallagher & Co.
Industry Investment Management
Experience
Arthur J. Gallagher & Co. February 2015 - Present
Keystone Retirement Group September 2013 - January 2015
BBVA Compass June 2007 - September 2013
BBVA Compass 2007 - September 2013
AIM Investments 1999 - 2005
Invesco Ltd. 1999 - 2005
Skills
Retirement, Pensions, Series 6, Series 63, Retirement Planning, Mutual Funds, Series 7, Sales, Asset Allocation, Financial Advisory, Portfolio Management, 401k, Investments, Relationship Management, 401(k) Service, 401(k) Administration, Chartered Retirement...
Education
McNeese State University 1993 — 1999
B.S, Business Management
McNeese State University 1993 — 1998
B.S., Business Management/Marketing
Arthur J. Gallagher & Co. February 2015 - Present
Keystone Retirement Group September 2013 - January 2015
BBVA Compass June 2007 - September 2013
BBVA Compass 2007 - September 2013
AIM Investments 1999 - 2005
Invesco Ltd. 1999 - 2005
Skills
Retirement, Pensions, Series 6, Series 63, Retirement Planning, Mutual Funds, Series 7, Sales, Asset Allocation, Financial Advisory, Portfolio Management, 401k, Investments, Relationship Management, 401(k) Service, 401(k) Administration, Chartered Retirement...
Education
McNeese State University 1993 — 1999
B.S, Business Management
McNeese State University 1993 — 1998
B.S., Business Management/Marketing
LaTandria Cayton's Invesco Ltd. Experience April 1997 - Present
Job Administrative Assistant at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. April 1997 - Present
Skills
Administrative..., Outlook, Microsoft Excel, Travel Arrangements, Spreadsheets, PowerPoint, Access, Microsoft Office, Event Planning, Office Administration, Office Management, Research
Education
Houston Community College 2012 — 2014
Invesco Ltd. April 1997 - Present
Skills
Administrative..., Outlook, Microsoft Excel, Travel Arrangements, Spreadsheets, PowerPoint, Access, Microsoft Office, Event Planning, Office Administration, Office Management, Research
Education
Houston Community College 2012 — 2014
Aziz Ali's Invesco Ltd. Experience May 2012 - January 2013
Job Investment Banking Analyst at Mooreland Partners
Industry Investment Banking
Experience
Mooreland Partners July 2014 - Present
BBVA Corporate & Investment Banking October 2013 - July 2014
PlaceIQ May 2013 - September 2013
Invesco Ltd. May 2012 - January 2013
Navigation Investments LP May 2011 - August 2011
Nalco June 2010 - August 2010
Skills
Stata, Economics, Statistics, Data Analysis, Research, Statistical Software, Facebook, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Social Media, Financial Modeling, Financial Analysis, Financial Statement..., Equity Valuation, Finance, Investment Banking, Access, Financial Reporting, Technology, Valuation, Corporate Finance, Mergers & Acquisitions, Bloomberg, Bloomberg Terminal
Education
New York University
Bachelor's Degree, Economics
Mooreland Partners July 2014 - Present
BBVA Corporate & Investment Banking October 2013 - July 2014
PlaceIQ May 2013 - September 2013
Invesco Ltd. May 2012 - January 2013
Navigation Investments LP May 2011 - August 2011
Nalco June 2010 - August 2010
Skills
Stata, Economics, Statistics, Data Analysis, Research, Statistical Software, Facebook, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Social Media, Financial Modeling, Financial Analysis, Financial Statement..., Equity Valuation, Finance, Investment Banking, Access, Financial Reporting, Technology, Valuation, Corporate Finance, Mergers & Acquisitions, Bloomberg, Bloomberg Terminal
Education
New York University
Bachelor's Degree, Economics
Mario Pandolfo's Invesco Ltd. Experience August 2015 - Present
Job Regional Vice President, Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. August 2015 - Present
Invesco Ltd. April 2012 - July 2015
Stifel Nicolaus July 2007 - March 2012
Skills
Series 7, Series 66, Equities, Trading, Mutual Funds, Portfolio Management, Asset Allocation, Equity Trading, Finance, Options
Education
Missouri State University 2006 — 2010
Finance
St. John Vianney HS 2002 — 2006
Invesco Ltd. August 2015 - Present
Invesco Ltd. April 2012 - July 2015
Stifel Nicolaus July 2007 - March 2012
Skills
Series 7, Series 66, Equities, Trading, Mutual Funds, Portfolio Management, Asset Allocation, Equity Trading, Finance, Options
Education
Missouri State University 2006 — 2010
Finance
St. John Vianney HS 2002 — 2006
Charles E. Burge, Jr. Charles E. Burge, Jr.'s Invesco Ltd. Experience March 2007 - Present
Job Senior Portfolio Manager and Corporate Trader
Industry Investment Management
Experience
Invesco Ltd. March 2007 - Present
Invesco May 2003 - March 2007
Invesco January 2002 - May 2003
Criterion Capital Management May 1994 - December 2001
Texas Commerce Investment Management Company April 1993 - May 1994
Skills
Investments, Portfolio Management, Fixed Income, Mutual Funds, Trading, Economics, Equities, Finance, Asset Managment, Asset Allocation, Global Macro, Valuation, Investment Management, Investment Strategies, Bloomberg, BlackRock Aladdin, Asset Management
Education
Rice University - Jesse H. Jones Graduate School of Management 1992 — 1994
Master of Business Administration (M.B.A.), Finance Concentration
Texas A&M University 1984 — 1988
Bachelor of Science (B.S.), Economics
Invesco Ltd. March 2007 - Present
Invesco May 2003 - March 2007
Invesco January 2002 - May 2003
Criterion Capital Management May 1994 - December 2001
Texas Commerce Investment Management Company April 1993 - May 1994
Skills
Investments, Portfolio Management, Fixed Income, Mutual Funds, Trading, Economics, Equities, Finance, Asset Managment, Asset Allocation, Global Macro, Valuation, Investment Management, Investment Strategies, Bloomberg, BlackRock Aladdin, Asset Management
Education
Rice University - Jesse H. Jones Graduate School of Management 1992 — 1994
Master of Business Administration (M.B.A.), Finance Concentration
Texas A&M University 1984 — 1988
Bachelor of Science (B.S.), Economics
Daniel McGarrigle, CAMS. Daniel McGarrigle, CAMS.'s Invesco Ltd. Experience February 2010 - August 2010
Job Anti Money Laundering Investigations Specialist at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates June 2014 - Present
Raymond James Financial Inc. November 2011 - June 2014
Invesco Ltd. February 2010 - August 2010
Legg Mason Asset Management 2008 - 2010
New Star Asset Management 2006 - 2008
City Equities 2004 - 2005
Barclays Global Investors - London 2001 - 2004
Singer and Friedlander November 2000 - October 2001
CGNU 1998 - 2000
Skills
Equities, Financial Risk, Asset Management, Investments, Banking, Finance, Due Diligence, Analysis, Mutual Funds, Fixed Income, Auditing, Hedge Funds, AML, Trading, Investment Management, Internal Audit, Management, Middle Office, Securities, Risk Management, Financial Services
Education
Middlesex University 1995 — 1998
BA Hons, Business
Raymond James & Associates June 2014 - Present
Raymond James Financial Inc. November 2011 - June 2014
Invesco Ltd. February 2010 - August 2010
Legg Mason Asset Management 2008 - 2010
New Star Asset Management 2006 - 2008
City Equities 2004 - 2005
Barclays Global Investors - London 2001 - 2004
Singer and Friedlander November 2000 - October 2001
CGNU 1998 - 2000
Skills
Equities, Financial Risk, Asset Management, Investments, Banking, Finance, Due Diligence, Analysis, Mutual Funds, Fixed Income, Auditing, Hedge Funds, AML, Trading, Investment Management, Internal Audit, Management, Middle Office, Securities, Risk Management, Financial Services
Education
Middlesex University 1995 — 1998
BA Hons, Business
Bridget Torregrosa's Invesco Ltd. Experience November 2008 - April 2015
Job Sr. Consultant at Cutter Associates
Industry Investment Management
Experience
Cutter Associates April 2015 - Present
Invesco Ltd. November 2008 - April 2015
Invesco 2006 - 2008
Invesco 2002 - 2006
Invesco 1998 - 2002
C&S Securities - Bank of America 1990 - 1993
Skills
Process Improvement, Project Management, Financial Services, Business Analysis, Business Process..., Business Process..., Business Process, Management Consulting, PMO, New Business Development, Cross-functional Team..., Program Management, Operations Management, Equities, Financial Analysis, Executive Management
Education
Louisiana Tech University 1988 — 1990
Bachelor's Degree, Economics, 3.5
AIU 2000 — 2002
Master of Business Administration (M.B.A.), International Business, 4.0
Cutter Associates April 2015 - Present
Invesco Ltd. November 2008 - April 2015
Invesco 2006 - 2008
Invesco 2002 - 2006
Invesco 1998 - 2002
C&S Securities - Bank of America 1990 - 1993
Skills
Process Improvement, Project Management, Financial Services, Business Analysis, Business Process..., Business Process..., Business Process, Management Consulting, PMO, New Business Development, Cross-functional Team..., Program Management, Operations Management, Equities, Financial Analysis, Executive Management
Education
Louisiana Tech University 1988 — 1990
Bachelor's Degree, Economics, 3.5
AIU 2000 — 2002
Master of Business Administration (M.B.A.), International Business, 4.0
Gregg Medendorp's Invesco Ltd. Experience May 2006 - August 2006
Job IT Manager: Creating financial and data solutions and improving efficiency for both customers and management
Industry Financial Services
Experience
Bank of Columbia February 2014 - Present
Lindsey Wilson College August 2011 - October 2013
Lindsey Wilson College June 2011 - July 2011
Lindsey Wilson College January 2011 - July 2011
First & Farmers National Bank, Inc August 2007 - December 2010
Lindsey Wilson College June 2010 - July 2010
Lindsey Wilson College June 2009 - July 2009
Lindsey Wilson College June 2008 - July 2008
Lindsey Wilson College 2005 - 2007
Invesco Ltd. May 2006 - August 2006
Skills
Microsoft Office, Supervisory Skills, Budgeting, Analysis, Budgets, Accounting, Leadership, Microsoft Word, Microsoft Excel, Teamwork, Process Improvement, Event Planning, Higher Education, Management, Social Networking, Finance, Accounts Payable, Teaching, Administration, Banking, Customer Service, PowerPoint
Education
Lindsey Wilson College 2002 — 2007
Bachelors, Math & Business, 3.76 GPA
Red Bird Mission School 1998 — 2002
Academic Diploma, 4.0 GPA
Bank of Columbia February 2014 - Present
Lindsey Wilson College August 2011 - October 2013
Lindsey Wilson College June 2011 - July 2011
Lindsey Wilson College January 2011 - July 2011
First & Farmers National Bank, Inc August 2007 - December 2010
Lindsey Wilson College June 2010 - July 2010
Lindsey Wilson College June 2009 - July 2009
Lindsey Wilson College June 2008 - July 2008
Lindsey Wilson College 2005 - 2007
Invesco Ltd. May 2006 - August 2006
Skills
Microsoft Office, Supervisory Skills, Budgeting, Analysis, Budgets, Accounting, Leadership, Microsoft Word, Microsoft Excel, Teamwork, Process Improvement, Event Planning, Higher Education, Management, Social Networking, Finance, Accounts Payable, Teaching, Administration, Banking, Customer Service, PowerPoint
Education
Lindsey Wilson College 2002 — 2007
Bachelors, Math & Business, 3.76 GPA
Red Bird Mission School 1998 — 2002
Academic Diploma, 4.0 GPA
HariKrishna Dasa's Invesco Ltd. Experience February 2011 - January 2014
Job Expert Application Developer at RBC Capital Markets
Industry Information Technology and Services
Experience
RBC Capital Markets March 2014 - Present
Invesco Ltd. February 2011 - January 2014
Invesco Ltd via Ness Technologies February 2010 - January 2011
Franklin Templeton Investments via Ness Technologies February 2007 - January 2010
Franklin Templeton Investments via Ness Technologies. February 2006 - January 2007
Skills
ASP.NET, C#, VB.NET, Web Services, Oracle, PL/SQL, Microsoft SQL Server, WCF, Crystal Reports, SSRS, TFS, Tortoise SVN, Design Patterns, XSLT, JavaScript, Hibernate, ADO.NET, jQuery, VSS, HTML, OOAD, DHTML, Infragistics, Microstrategy, OOP, UML, HTML + CSS, Enterprise Library, Excel, MSMQ, Visual Studio, SSIS, SSAS, DevExpress Controls, VBA, JIRA, Cisco Tidal Enterprise..., CA Work Load Automation, RESTful WebServices, WPF, ASP.NET MVC, ASP.NET AJAX, ASP.NET Web API, Sybase, IBM iSeries, Financial Services, Capital Markets, Fixed Income
Education
Jawaharlal Nehru Technological University 2000 — 2004
B.TECH, ECE, A
RBC Capital Markets March 2014 - Present
Invesco Ltd. February 2011 - January 2014
Invesco Ltd via Ness Technologies February 2010 - January 2011
Franklin Templeton Investments via Ness Technologies February 2007 - January 2010
Franklin Templeton Investments via Ness Technologies. February 2006 - January 2007
Skills
ASP.NET, C#, VB.NET, Web Services, Oracle, PL/SQL, Microsoft SQL Server, WCF, Crystal Reports, SSRS, TFS, Tortoise SVN, Design Patterns, XSLT, JavaScript, Hibernate, ADO.NET, jQuery, VSS, HTML, OOAD, DHTML, Infragistics, Microstrategy, OOP, UML, HTML + CSS, Enterprise Library, Excel, MSMQ, Visual Studio, SSIS, SSAS, DevExpress Controls, VBA, JIRA, Cisco Tidal Enterprise..., CA Work Load Automation, RESTful WebServices, WPF, ASP.NET MVC, ASP.NET AJAX, ASP.NET Web API, Sybase, IBM iSeries, Financial Services, Capital Markets, Fixed Income
Education
Jawaharlal Nehru Technological University 2000 — 2004
B.TECH, ECE, A
Sandra Harris, CFA Sandra Harris, CFA's Invesco Ltd. Experience September 2005 - January 2009
Job Partner at Prime II Management
Industry Financial Services
Experience
Prime II Management February 2014 - Present
Morgan Stanley December 2012 - December 2013
Federal Reserve Bank of New York October 2010 - December 2012
Nariman Point Advisors November 2009 - October 2010
PS Associates January 2009 - November 2009
Invesco Ltd. September 2005 - January 2009
Standard & Poor's July 1997 - September 2005
Merrill Lynch July 1987 - July 1997
HSBC 1983 - 1987
Skills
Structured Finance, Credit Derivatives, Credit, Corporate Finance, Commercial Paper, Product Management, Capital Markets, Fixed Income, Structured Products, Securitization, CDO, ABS, Derivatives, Hedge Funds, Bonds, Bloomberg, Leveraged Finance, Credit Risk, Financial Structuring, Securities, Product Marketing, Portfolio Management, Asset Allocation, Financial Markets, Financial Risk, Banking, Investments, Loans, Equities, Alternative Investments, MBS
Education
University of Southern California - Marshall School of Business
MBA, Finance
Mills College
BA, Mathematics
Rogers High School
Prime II Management February 2014 - Present
Morgan Stanley December 2012 - December 2013
Federal Reserve Bank of New York October 2010 - December 2012
Nariman Point Advisors November 2009 - October 2010
PS Associates January 2009 - November 2009
Invesco Ltd. September 2005 - January 2009
Standard & Poor's July 1997 - September 2005
Merrill Lynch July 1987 - July 1997
HSBC 1983 - 1987
Skills
Structured Finance, Credit Derivatives, Credit, Corporate Finance, Commercial Paper, Product Management, Capital Markets, Fixed Income, Structured Products, Securitization, CDO, ABS, Derivatives, Hedge Funds, Bonds, Bloomberg, Leveraged Finance, Credit Risk, Financial Structuring, Securities, Product Marketing, Portfolio Management, Asset Allocation, Financial Markets, Financial Risk, Banking, Investments, Loans, Equities, Alternative Investments, MBS
Education
University of Southern California - Marshall School of Business
MBA, Finance
Mills College
BA, Mathematics
Rogers High School
James Cushman James Cushman's Invesco Ltd. Experience March 1995 - April 2008
Job Director at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2008 - Present
Legg Mason Global Asset Management 2008 - Present
Invesco Ltd. March 1995 - April 2008
Skills
Mutual Funds, 529 Plans, Separately Managed..., Closed-end Funds, Retirement Planning, Capital Markets, Variable Annuities, Alternative Investments, Business Development, Business Strategy, ETFs
Education
Montclair State University 1984 — 1988
BS, Business Administration
Legg Mason May 2008 - Present
Legg Mason Global Asset Management 2008 - Present
Invesco Ltd. March 1995 - April 2008
Skills
Mutual Funds, 529 Plans, Separately Managed..., Closed-end Funds, Retirement Planning, Capital Markets, Variable Annuities, Alternative Investments, Business Development, Business Strategy, ETFs
Education
Montclair State University 1984 — 1988
BS, Business Administration
Colleen Tinker Colleen Tinker's Invesco Ltd. Experience February 1989 - September 2003
Job Auto Broker for Automotive Search, Inc.
Industry Automotive
Experience
Automotive Search, Inc. September 2006 - Present
Automotive Search, Inc January 2006 - Present
Knitting Knight February 2004 - October 2010
INVESCO July 1989 - September 2003
Invesco Ltd. February 1989 - September 2003
INVESCO Perpetual January 2001 - January 2003
INVESCO Funds January 1997 - January 2003
INVESCO Funds January 1993 - January 1997
INVESCO Funds January 1989 - January 1993
Skills
Mutual Funds, Investments, Asset Managment, Project Management, Portfolio Management, Negotiation, Financial Services, Sales Management, Series 7, Insurance, Relationship Management, Vendor Management, Operations Management, Business Strategy, Process Improvement, Management
Education
Metropolitan State College of Denver 1983 — 1987
Bachelor of Science, Marketing
Metropolitan State University of Denver 1983 — 1987
B.S. Marketing, Marketing
Broomfield High School 1979 — 1982
High Dipolma, Marketing
Automotive Search, Inc. September 2006 - Present
Automotive Search, Inc January 2006 - Present
Knitting Knight February 2004 - October 2010
INVESCO July 1989 - September 2003
Invesco Ltd. February 1989 - September 2003
INVESCO Perpetual January 2001 - January 2003
INVESCO Funds January 1997 - January 2003
INVESCO Funds January 1993 - January 1997
INVESCO Funds January 1989 - January 1993
Skills
Mutual Funds, Investments, Asset Managment, Project Management, Portfolio Management, Negotiation, Financial Services, Sales Management, Series 7, Insurance, Relationship Management, Vendor Management, Operations Management, Business Strategy, Process Improvement, Management
Education
Metropolitan State College of Denver 1983 — 1987
Bachelor of Science, Marketing
Metropolitan State University of Denver 1983 — 1987
B.S. Marketing, Marketing
Broomfield High School 1979 — 1982
High Dipolma, Marketing
Mark Lie Mark Lie's Invesco Ltd. Experience June 2010 - July 2011
Job Digital Concept Designer at Multi Packaging Solutions
Industry Graphic Design
Experience
Multi Packaging Solutions June 2013 - Present
ICCNexergy, Inc. April 2013 - June 2013
Catamaran June 2012 - February 2013
McDonald's Corporation October 2011 - April 2012
Invesco Ltd. June 2010 - July 2011
Van Kampen Investments (Morgan Stanley Investment Management) 1998 - June 2010
Metromail Corporation 1995 - January 1998
MSUFCU 1992 - 1994
Skills
QuarkXPress, Illustrator, Photoshop, Microsoft Office, Final Cut Studio, DVD Studio Pro, Sound Editing, After Effects, Graphic Design, Art Direction, Video, Adobe Creative Suite, InDesign, Print Production, Brochures, Logos, Graphics, Layout, Mac, Adobe Acrobat, Creative Direction, Pre-press, Production, Creative Development, Logo Design, WordPress, Copywriting, Proofreading, Creative Services, Direct Marketing, Packaging, Integrated Marketing, Posters, Photography, Marketing, Direct Mail, Visual Communication, Catalogs
Education
Michigan State University 1988 — 1992
BFA, Graphic Design/Sculpture
Michigan State University
Bachelor of Fine Arts (BFA), Graphic Design
Multi Packaging Solutions June 2013 - Present
ICCNexergy, Inc. April 2013 - June 2013
Catamaran June 2012 - February 2013
McDonald's Corporation October 2011 - April 2012
Invesco Ltd. June 2010 - July 2011
Van Kampen Investments (Morgan Stanley Investment Management) 1998 - June 2010
Metromail Corporation 1995 - January 1998
MSUFCU 1992 - 1994
Skills
QuarkXPress, Illustrator, Photoshop, Microsoft Office, Final Cut Studio, DVD Studio Pro, Sound Editing, After Effects, Graphic Design, Art Direction, Video, Adobe Creative Suite, InDesign, Print Production, Brochures, Logos, Graphics, Layout, Mac, Adobe Acrobat, Creative Direction, Pre-press, Production, Creative Development, Logo Design, WordPress, Copywriting, Proofreading, Creative Services, Direct Marketing, Packaging, Integrated Marketing, Posters, Photography, Marketing, Direct Mail, Visual Communication, Catalogs
Education
Michigan State University 1988 — 1992
BFA, Graphic Design/Sculpture
Michigan State University
Bachelor of Fine Arts (BFA), Graphic Design
Casey Brunner Casey Brunner's Invesco Ltd. Experience June 2010 - September 2011
Job Managing Director at The Rock Creek Group
Industry Investment Management
Experience
The Rock Creek Group April 2015 - Present
Hatteras Funds September 2011 - March 2015
Invesco Ltd. June 2010 - September 2011
Morgan Stanley Investment Management June 1999 - June 2010
Skills
Alternative Investments, Private Equity, Hedge Funds, Asset Management, Series 7, Asset Allocation, Series 6, Series 65, FINRA Series 6
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Indiana University - Kelley School of Business 1994 — 1998
B.S., Finance
The Rock Creek Group April 2015 - Present
Hatteras Funds September 2011 - March 2015
Invesco Ltd. June 2010 - September 2011
Morgan Stanley Investment Management June 1999 - June 2010
Skills
Alternative Investments, Private Equity, Hedge Funds, Asset Management, Series 7, Asset Allocation, Series 6, Series 65, FINRA Series 6
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Indiana University - Kelley School of Business 1994 — 1998
B.S., Finance
Karin Schamberger, CPA Karin Schamberger, CPA's Invesco Ltd. Experience May 1993 - October 2003
Job Controller Coffman Organization and Steward Mortgage Company
Industry Accounting
Experience
Various small businesses March 2005 - Present
Invesco Ltd. May 1993 - October 2003
Skills
Small Business, Accounting, Financial Analysis, Financial Reporting, CPA, Forensic Accounting
Education
Metropolitan State University of Denver 2002 — 2004
BS, Accounting
Regis University 1999 — 2001
MBA, Accounting
Metropolitan State University of Denver 1991 — 1993
BS, Finance
Various small businesses March 2005 - Present
Invesco Ltd. May 1993 - October 2003
Skills
Small Business, Accounting, Financial Analysis, Financial Reporting, CPA, Forensic Accounting
Education
Metropolitan State University of Denver 2002 — 2004
BS, Accounting
Regis University 1999 — 2001
MBA, Accounting
Metropolitan State University of Denver 1991 — 1993
BS, Finance
Eric J. Weigel Eric J. Weigel's Invesco Ltd. Experience May 1994 - July 1998
Job Managing Director at Global Focus Capital
Industry Investment Management
Experience
Global Focus Capital September 2013 - Present
Leuthold Weeden Capital Management July 2011 - August 2013
Hermes Fund Managers September 2009 - July 2011
Global Focus Research LLC June 2004 - April 2010
MFS Investment Management January 2007 - November 2008
Milestone International 2004 - 2006
Pioneer Investments 1998 - 2004
Invesco Ltd. May 1994 - July 1998
Chancellor LGT 1994 - 1998
Russell Investments 1989 - 1993
Skills
Global Macro, Tactical Asset..., Hedge Funds, Equities, Asset Management, Portfolio Management, Portfolio Structuring, Stock Picking, Entrepreneurship, Macroeconomics, Strategic Thinking, Asset Allocation, Investments, Asset Managment, Fixed Income, Investment Management, Capital Markets, Investment Strategies, Strategy, Securities, ETFs, Alternative Investments, Equity Research, Financial Risk, Bloomberg, Mutual Funds, Fund Of Funds, Emerging Markets, Bonds, Trading, Structured Finance, Derivatives, Options, Institutional..., Structured Products, Equity Derivatives, Financial Modeling, Valuation
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA, Finance
University of Minnesota-Twin Cities 1982 — 1984
Master of Science (MS), applied economics/statistics
Iowa State University 1979 — 1982
BS Honors, Agricultural Economics
Humboldt Schule - Costa Rica
Global Focus Capital September 2013 - Present
Leuthold Weeden Capital Management July 2011 - August 2013
Hermes Fund Managers September 2009 - July 2011
Global Focus Research LLC June 2004 - April 2010
MFS Investment Management January 2007 - November 2008
Milestone International 2004 - 2006
Pioneer Investments 1998 - 2004
Invesco Ltd. May 1994 - July 1998
Chancellor LGT 1994 - 1998
Russell Investments 1989 - 1993
Skills
Global Macro, Tactical Asset..., Hedge Funds, Equities, Asset Management, Portfolio Management, Portfolio Structuring, Stock Picking, Entrepreneurship, Macroeconomics, Strategic Thinking, Asset Allocation, Investments, Asset Managment, Fixed Income, Investment Management, Capital Markets, Investment Strategies, Strategy, Securities, ETFs, Alternative Investments, Equity Research, Financial Risk, Bloomberg, Mutual Funds, Fund Of Funds, Emerging Markets, Bonds, Trading, Structured Finance, Derivatives, Options, Institutional..., Structured Products, Equity Derivatives, Financial Modeling, Valuation
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA, Finance
University of Minnesota-Twin Cities 1982 — 1984
Master of Science (MS), applied economics/statistics
Iowa State University 1979 — 1982
BS Honors, Agricultural Economics
Humboldt Schule - Costa Rica
Anar Shah's Invesco Ltd. Experience November 1997 - July 2000
Job Vice President/ Alternative Investment Sales at Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank August 2012 - Present
Citi Private Bank June 2010 - August 2012
WaterStreet Investment Consultants October 2006 - March 2008
Citigroup August 2004 - February 2006
Morgan Stanely 2000 - 2004
Invesco Ltd. November 1997 - July 2000
Skills
Strategy, Business Development, Wealth Management, Alternative Investments, Market Research, Investments, Hedge Funds, Mutual Funds, Asset Managment, Portfolio Management, Valuation, Asset Management, Investment Management, Financial Services, Series 7, Equities
Education
Louisiana State University 1992 — 1997
Finance, Business
Citi Private Bank August 2012 - Present
Citi Private Bank June 2010 - August 2012
WaterStreet Investment Consultants October 2006 - March 2008
Citigroup August 2004 - February 2006
Morgan Stanely 2000 - 2004
Invesco Ltd. November 1997 - July 2000
Skills
Strategy, Business Development, Wealth Management, Alternative Investments, Market Research, Investments, Hedge Funds, Mutual Funds, Asset Managment, Portfolio Management, Valuation, Asset Management, Investment Management, Financial Services, Series 7, Equities
Education
Louisiana State University 1992 — 1997
Finance, Business
Jill Maybaum's Invesco Ltd. Experience December 2007 - December 2012
Job Retirement National Account Manager at Invesco US
Industry Financial Services
Experience
Invesco US January 2013 - Present
Invesco Ltd. December 2007 - December 2012
Van Kampen January 1997 - June 2010
KAMPEN INVESTMENTS January 2007 - January 2007
Van Kampen Investments January 2004 - January 2007
Van Kampen Investments January 1999 - January 2004
INVESCO VAN KAMPEN INVESTMENTS January 1999 - January 2004
Van Kampen Invesmtents January 1998 - January 1999
Van Kampen January 1998 - January 1999
Van Kampen January 1997 - January 1998
Skills
Mutual Funds, Marketing, CRM, Investments
Education
Lewis University 2005 — 2007
Masters, Business Administration
Lewis University 2001 — 2005
Bachelor, Business Administration
Marian Catholic 1984 — 1988
Joliet Junior College
Associate, Hospitality & Restaurant Management
Lewis University
Bachelor, Business Administration
Lewis University
Masters, Business Administration
Invesco US January 2013 - Present
Invesco Ltd. December 2007 - December 2012
Van Kampen January 1997 - June 2010
KAMPEN INVESTMENTS January 2007 - January 2007
Van Kampen Investments January 2004 - January 2007
Van Kampen Investments January 1999 - January 2004
INVESCO VAN KAMPEN INVESTMENTS January 1999 - January 2004
Van Kampen Invesmtents January 1998 - January 1999
Van Kampen January 1998 - January 1999
Van Kampen January 1997 - January 1998
Skills
Mutual Funds, Marketing, CRM, Investments
Education
Lewis University 2005 — 2007
Masters, Business Administration
Lewis University 2001 — 2005
Bachelor, Business Administration
Marian Catholic 1984 — 1988
Joliet Junior College
Associate, Hospitality & Restaurant Management
Lewis University
Bachelor, Business Administration
Lewis University
Masters, Business Administration
Felix Touchard's Invesco Ltd. Experience June 2010 - November 2012
Job Global asset manager
Industry Financial Services
Experience
Global Asset Manager April 2014 - Present
Invesco US January 2012 - April 2014
Invesco Ltd. June 2010 - November 2012
Van Kampen Investments December 2008 - July 2010
Van Kampen Investments 2006 - 2008
Morgan Stanley Investment Management March 2004 - November 2006
People's Bank 2003 - 2004
American Skandia 2000 - 2003
Education
Louisiana State University 1988 — 1993
Global Asset Manager April 2014 - Present
Invesco US January 2012 - April 2014
Invesco Ltd. June 2010 - November 2012
Van Kampen Investments December 2008 - July 2010
Van Kampen Investments 2006 - 2008
Morgan Stanley Investment Management March 2004 - November 2006
People's Bank 2003 - 2004
American Skandia 2000 - 2003
Education
Louisiana State University 1988 — 1993
Victor Collum, PMP, CSM Victor Collum, PMP, CSM's Invesco Ltd. Experience June 1999 - July 2002
Job Senior Project Manager at SquareTwo Financial
Industry Information Technology and Services
Experience
SquareTwo Financial April 2014 - Present
Great-West Financial September 2012 - April 2014
Great-West Financial September 2007 - October 2012
Fiserv ISS September 2006 - March 2007
Invesco Ltd. June 1999 - July 2002
Merrill Lynch January 1996 - May 1999
Skills
Client Services, Developing Client..., Project Management, Retirement Plans, Social Media, Social Media Marketing, Digital Marketing, GTD, Getting Things Done, Operations, Customer Service, Account Management, Strategic Planning, Communications, Supervisory Skills, Workflow Analysis, Twitter, Facebook, LinkedIn, Online Branding, Outlook, Powerpoint, Excel, MS Project, Visio, Personal Finance, Social Networking, SDLC, SharePoint, Management, CRM, Salesforce.com, Business Process..., Google Analytics, Call Centers, Relationship Management, Leadership, Vendor Management, PMBOK, Agile Project Management, Software Project..., Certified Project..., Trade Shows, Business Analysis, Sales, Process Improvement, Program Management, Risk Management, Critical Thinking, Mutual Funds
Education
University of Denver 2012 — 2015
Masters in Organizational & Professional Communication, New Media & Internet Marketing
Metropolitan State College of Denver 2002 — 2006
B.S., Management & Business Administration
SquareTwo Financial April 2014 - Present
Great-West Financial September 2012 - April 2014
Great-West Financial September 2007 - October 2012
Fiserv ISS September 2006 - March 2007
Invesco Ltd. June 1999 - July 2002
Merrill Lynch January 1996 - May 1999
Skills
Client Services, Developing Client..., Project Management, Retirement Plans, Social Media, Social Media Marketing, Digital Marketing, GTD, Getting Things Done, Operations, Customer Service, Account Management, Strategic Planning, Communications, Supervisory Skills, Workflow Analysis, Twitter, Facebook, LinkedIn, Online Branding, Outlook, Powerpoint, Excel, MS Project, Visio, Personal Finance, Social Networking, SDLC, SharePoint, Management, CRM, Salesforce.com, Business Process..., Google Analytics, Call Centers, Relationship Management, Leadership, Vendor Management, PMBOK, Agile Project Management, Software Project..., Certified Project..., Trade Shows, Business Analysis, Sales, Process Improvement, Program Management, Risk Management, Critical Thinking, Mutual Funds
Education
University of Denver 2012 — 2015
Masters in Organizational & Professional Communication, New Media & Internet Marketing
Metropolitan State College of Denver 2002 — 2006
B.S., Management & Business Administration
Paul LeMire, CIMA Paul LeMire, CIMA's Invesco Ltd. Experience November 2007 - June 2010
Job Vice President at State Street
Industry Financial Services
Experience
State Street Global Advisors, SPDR's July 2010 - Present
Invesco Ltd. November 2007 - June 2010
Citi 1994 - 2001
Skills
Alternative Investments, Fixed Income, Asset Allocation, Investor Relations, Series 7, Mutual Funds, Asset Management, Investments, Hedge Funds, Asset Managment, Strategic Planning, Wealth Management, Bloomberg, Currency, Equities, Interest Rate..., ETFs, Series 63, Portfolio Management, Investment Management, Securities, Structured Finance, Business Analysis, Financial Services, Investment Strategies
Education
Wharton School of Business 2002 — 2002
CIMA
Polytechnic University 1987 — 1989
MS, Engineering
Mnhttan College
State Street Global Advisors, SPDR's July 2010 - Present
Invesco Ltd. November 2007 - June 2010
Citi 1994 - 2001
Skills
Alternative Investments, Fixed Income, Asset Allocation, Investor Relations, Series 7, Mutual Funds, Asset Management, Investments, Hedge Funds, Asset Managment, Strategic Planning, Wealth Management, Bloomberg, Currency, Equities, Interest Rate..., ETFs, Series 63, Portfolio Management, Investment Management, Securities, Structured Finance, Business Analysis, Financial Services, Investment Strategies
Education
Wharton School of Business 2002 — 2002
CIMA
Polytechnic University 1987 — 1989
MS, Engineering
Mnhttan College
Dennis Markey Dennis Markey's Invesco Ltd. Experience June 2008 - November 2008
Job
Industry Financial Services
Experience
BlackRock July 2011 - Present
PowerShares April 2010 - July 2011
PowerShares March 2006 - March 2010
Invesco Ltd. June 2008 - November 2008
Morgan Stanley 2005 - 2006
Morgan Stanley Smith Barney 2001 - 2004
Education
Michigan State University 2001 — 2004
BA
BlackRock July 2011 - Present
PowerShares April 2010 - July 2011
PowerShares March 2006 - March 2010
Invesco Ltd. June 2008 - November 2008
Morgan Stanley 2005 - 2006
Morgan Stanley Smith Barney 2001 - 2004
Education
Michigan State University 2001 — 2004
BA
Jordan Krugman, CTP Jordan Krugman, CTP's Invesco Ltd. Experience May 2015 - Present
Job Treasurer and Head of Finance & Corporate Services for Investments & Alternatives at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. May 2015 - Present
Invesco Ltd. May 2011 - Present
Invesco Ltd. November 2009 - May 2011
Invesco Ltd. November 2007 - November 2009
Gap Inc October 2003 - 2007
Smith Barney January 2000 - August 2003
Education
Santa Clara University 2004 — 2007
MBA
Middlebury College 1995 — 1999
BA
Westminster School, Simsbury CT 1993 — 1995
Invesco Ltd. May 2015 - Present
Invesco Ltd. May 2011 - Present
Invesco Ltd. November 2009 - May 2011
Invesco Ltd. November 2007 - November 2009
Gap Inc October 2003 - 2007
Smith Barney January 2000 - August 2003
Education
Santa Clara University 2004 — 2007
MBA
Middlebury College 1995 — 1999
BA
Westminster School, Simsbury CT 1993 — 1995
Dynara Eang's Invesco Ltd. Experience November 2013 - Present
Job Trading Assistant, Global Trading Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. November 2013 - Present
Invesco Ltd. September 2010 - November 2013
Four Seasons Hotel October 2009 - June 2010
Kennesaw State University August 2007 - May 2009
Skills
Customer Service, Microsoft Excel, Event Planning, Microsoft Office, PowerPoint, Marketing, Program Management
Education
Kennesaw State University - Michael J. Coles College of Business 2006 — 2010
BBA, Management, 3.8/4.0
Invesco Ltd. November 2013 - Present
Invesco Ltd. September 2010 - November 2013
Four Seasons Hotel October 2009 - June 2010
Kennesaw State University August 2007 - May 2009
Skills
Customer Service, Microsoft Excel, Event Planning, Microsoft Office, PowerPoint, Marketing, Program Management
Education
Kennesaw State University - Michael J. Coles College of Business 2006 — 2010
BBA, Management, 3.8/4.0
Atul Anand Atul Anand's Invesco Ltd. Experience September 2008 - January 2012
Job Consultant at Invesco US
Industry Financial Services
Experience
Invesco US September 2013 - Present
Northern Trust January 2012 - August 2013
Invesco Ltd. September 2008 - January 2012
Deloitte April 2007 - September 2008
Allstate Investments 1998 - 2007
Patni Computer Services July 1995 - May 1998
Skills
Order Management, Equities, Business Analysis, Trading Systems, Asset Managment, Back Office, Market Data, Capital Markets, SDLC, Portfolio Management, Derivatives, Trading, Hedge Funds, Data Warehousing, Requirements Analysis, Financial Markets, Electronic Trading, ETL, Asset Management, Vendor Management, Investments
Education
Jiwaji University 1992 — 1995
MCA, Computer Applications
Jiwaji University 1989 — 1992
BS, Mathematics
Invesco US September 2013 - Present
Northern Trust January 2012 - August 2013
Invesco Ltd. September 2008 - January 2012
Deloitte April 2007 - September 2008
Allstate Investments 1998 - 2007
Patni Computer Services July 1995 - May 1998
Skills
Order Management, Equities, Business Analysis, Trading Systems, Asset Managment, Back Office, Market Data, Capital Markets, SDLC, Portfolio Management, Derivatives, Trading, Hedge Funds, Data Warehousing, Requirements Analysis, Financial Markets, Electronic Trading, ETL, Asset Management, Vendor Management, Investments
Education
Jiwaji University 1992 — 1995
MCA, Computer Applications
Jiwaji University 1989 — 1992
BS, Mathematics
Carla LaFontaine Carla LaFontaine's Invesco Ltd. Experience May 2015 - Present
Job Assistant Tax Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. May 2015 - Present
Invesco Ltd. May 2013 - April 2015
Invesco Ltd. May 2008 - April 2013
Invesco Ltd. August 2006 - April 2008
Skills
Mutual Funds, Accounting, Microsoft Office, Financial Analysis, Business Analysis, Analysis
Education
Lone Star College
Associate of Science (A.S.), Accounting
Sam Houston State University
Bachelor of Business Administration (B.B.A.), Accounting
University of Phoenix
Master of Business Administration (M.B.A.)
Invesco Ltd. May 2015 - Present
Invesco Ltd. May 2013 - April 2015
Invesco Ltd. May 2008 - April 2013
Invesco Ltd. August 2006 - April 2008
Skills
Mutual Funds, Accounting, Microsoft Office, Financial Analysis, Business Analysis, Analysis
Education
Lone Star College
Associate of Science (A.S.), Accounting
Sam Houston State University
Bachelor of Business Administration (B.B.A.), Accounting
University of Phoenix
Master of Business Administration (M.B.A.)
Keith Hildibrand, PHR's Invesco Ltd. Experience June 2012 - February 2013
Job Benefits Manager at Gray Television
Industry Human Resources
Experience
Gray Television March 2015 - Present
HealthPort Technologies May 2013 - March 2015
Invesco Ltd. June 2012 - February 2013
Atlanta Hawks and Philips Arena September 2008 - November 2011
YMCA of Metropolitan Chicago March 2005 - September 2008
YMCA of Metropolitan Chicago April 2002 - March 2005
YMCA of Metropolitan Chicago July 2001 - April 2002
Skills
Policy Review, Employee Relations, Payroll Administration, Compliance, Employee Benefits, Procedure Development, Team Leadership, Technical Analysis, Retirement Plans, Open Enrollment, Payroll, Retirement Planning, Leadership, HRIS, Onboarding
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
MHRM, HR Management
University of Illinois at Urbana-Champaign 1995 — 2001
BA, Spanish Literature
Proviso East 1991 — 1995
Gray Television March 2015 - Present
HealthPort Technologies May 2013 - March 2015
Invesco Ltd. June 2012 - February 2013
Atlanta Hawks and Philips Arena September 2008 - November 2011
YMCA of Metropolitan Chicago March 2005 - September 2008
YMCA of Metropolitan Chicago April 2002 - March 2005
YMCA of Metropolitan Chicago July 2001 - April 2002
Skills
Policy Review, Employee Relations, Payroll Administration, Compliance, Employee Benefits, Procedure Development, Team Leadership, Technical Analysis, Retirement Plans, Open Enrollment, Payroll, Retirement Planning, Leadership, HRIS, Onboarding
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
MHRM, HR Management
University of Illinois at Urbana-Champaign 1995 — 2001
BA, Spanish Literature
Proviso East 1991 — 1995
Ella G. Shackleford's Invesco Ltd. Experience October 2004 - May 2006
Job Controller at Tidewater Rebar, LLC
Industry Building Materials
Experience
Tidewater Rebar, LLC December 2013 - Present
Gun Manufacturer, Private October 2011 - September 2013
Las Vegas Skin & Cancer Clinics February 2007 - July 2011
Invesco Ltd. October 2004 - May 2006
Countrywide Home Loans (purchased by Bank of America) March 1999 - May 2001
Nations Bank (Purchased by Bank of America) March 1998 - March 1999
Amoena, Inc. October 1986 - March 1998
Skills
Finance, Cash Flow, Financial Reporting, Forecasting, Payroll, Account Reconciliation, Budgets, Process Improvement, Customer Service, Leadership, Training, General Ledger, Microsoft Excel, Strategic Planning, Accounts Receivable, Accounts Payable, Accounting, Internal Controls, Analysis, Auditing, Financial Analysis, Financial Statements, Journal Entries, Managerial Finance, Invoicing, Financial Accounting, Accruals, QuickBooks, Budgeting, Cost Accounting, GAAP, Mergers & Acquisitions, Business Networking, Management
Education
Kennesaw State University - Michael J. Coles College of Business 1989 — 1992
Bachelor's Degree, Accounting
McEachern
Tidewater Rebar, LLC December 2013 - Present
Gun Manufacturer, Private October 2011 - September 2013
Las Vegas Skin & Cancer Clinics February 2007 - July 2011
Invesco Ltd. October 2004 - May 2006
Countrywide Home Loans (purchased by Bank of America) March 1999 - May 2001
Nations Bank (Purchased by Bank of America) March 1998 - March 1999
Amoena, Inc. October 1986 - March 1998
Skills
Finance, Cash Flow, Financial Reporting, Forecasting, Payroll, Account Reconciliation, Budgets, Process Improvement, Customer Service, Leadership, Training, General Ledger, Microsoft Excel, Strategic Planning, Accounts Receivable, Accounts Payable, Accounting, Internal Controls, Analysis, Auditing, Financial Analysis, Financial Statements, Journal Entries, Managerial Finance, Invoicing, Financial Accounting, Accruals, QuickBooks, Budgeting, Cost Accounting, GAAP, Mergers & Acquisitions, Business Networking, Management
Education
Kennesaw State University - Michael J. Coles College of Business 1989 — 1992
Bachelor's Degree, Accounting
McEachern
Melissa Drake Melissa Drake's Invesco Ltd. Experience 2005 - 2011
Job Sales Director at Nfinity Athletic
Industry Program Development
Experience
Nfinity Athletic March 2015 - Present
GTM Sportswear January 2011 - February 2015
Houston Aeros 2012 - 2013
Invesco Ltd. 2005 - 2011
Retail Concepts 2002 - 2005
Skills
Sales, CRM, Contract Negotiation, Project Management, Presentation Skills, Budget Management, Profit Margins, Account Management, Salesforce.com, Marketing, Social Media Marketing, Leadership, Customer Service, Event Planning, Microsoft Excel, Public Speaking, Management, PowerPoint, Microsoft Office, Inside Sales, Outside Sales, Customer Retention, Microsoft Word, Corporate Training, Microsoft Publisher, QuickBase, National Sales Training, Sales Analysis, Mutual Funds, 401k, Alternative Investments, Series 7, Asset Allocation, Series 6, Series 63, E-commerce, Social Media, Retail, Merchandising, Fashion Buying, Strategic Planning
Education
University of Houston
Bachelor of Science, Psychology/Business Administration
McNeese State University
Associates, General Studies
St. Louis Catholic High School
St. Louis Catholic High School
Nfinity Athletic March 2015 - Present
GTM Sportswear January 2011 - February 2015
Houston Aeros 2012 - 2013
Invesco Ltd. 2005 - 2011
Retail Concepts 2002 - 2005
Skills
Sales, CRM, Contract Negotiation, Project Management, Presentation Skills, Budget Management, Profit Margins, Account Management, Salesforce.com, Marketing, Social Media Marketing, Leadership, Customer Service, Event Planning, Microsoft Excel, Public Speaking, Management, PowerPoint, Microsoft Office, Inside Sales, Outside Sales, Customer Retention, Microsoft Word, Corporate Training, Microsoft Publisher, QuickBase, National Sales Training, Sales Analysis, Mutual Funds, 401k, Alternative Investments, Series 7, Asset Allocation, Series 6, Series 63, E-commerce, Social Media, Retail, Merchandising, Fashion Buying, Strategic Planning
Education
University of Houston
Bachelor of Science, Psychology/Business Administration
McNeese State University
Associates, General Studies
St. Louis Catholic High School
St. Louis Catholic High School
Daniel Applebaum Daniel Applebaum's Invesco Ltd. Experience May 2015 - August 2015
Job J.D. Candidate Class of 2017, University of Illinois College of Law
Industry Law Practice
Experience
Invesco Ltd. May 2015 - August 2015
EVRAZ North America May 2014 - August 2014
PwC June 2013 - August 2013
EVRAZ North America May 2012 - August 2012
Skills
Financial Reporting, Accounting, Financial Statement..., Management Accounting, Leadership, Teamwork, Critical Thinking, Business Strategy, Finance, Marketing, Microsoft Excel, PowerPoint, Visio, Organization &..., Risk Analysis, Problem Solving, Statistics, Economics, Data Analysis, Microsoft Office, Microsoft Word
Education
University of Illinois College of Law 2014 — 2017
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign - College of Business 2013 — 2014
Masters Degree, Accounting
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science (BS), Accountancy
National University of Singapore 2012 — 2012
Semester Exchange, Political Science and Government
Invesco Ltd. May 2015 - August 2015
EVRAZ North America May 2014 - August 2014
PwC June 2013 - August 2013
EVRAZ North America May 2012 - August 2012
Skills
Financial Reporting, Accounting, Financial Statement..., Management Accounting, Leadership, Teamwork, Critical Thinking, Business Strategy, Finance, Marketing, Microsoft Excel, PowerPoint, Visio, Organization &..., Risk Analysis, Problem Solving, Statistics, Economics, Data Analysis, Microsoft Office, Microsoft Word
Education
University of Illinois College of Law 2014 — 2017
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign - College of Business 2013 — 2014
Masters Degree, Accounting
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science (BS), Accountancy
National University of Singapore 2012 — 2012
Semester Exchange, Political Science and Government
Daniel Tallarico Daniel Tallarico's Invesco Ltd. Experience June 2012 - August 2012
Job Associate at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
Citi June 2013 - August 2015
Invesco Ltd. June 2012 - August 2012
Milwaukee Bucks Inc. October 2011 - April 2012
Chicago Zoological Society June 2007 - August 2011
Milwaukee Bucks Inc. October 2010 - April 2011
Journey House September 2010 - December 2010
Skills
Fixed Income, Financial Analysis, Investments, Equities, Series 7, Analysis, Series 63, Equity Research, Series 55, Portfolio Management, Securities, Valuation
Education
Marquette University 2009 — 2013
Bachelor of Science, Finance-AIM(Applied Investment Management)
Citi August 2015 - Present
Citi June 2013 - August 2015
Invesco Ltd. June 2012 - August 2012
Milwaukee Bucks Inc. October 2011 - April 2012
Chicago Zoological Society June 2007 - August 2011
Milwaukee Bucks Inc. October 2010 - April 2011
Journey House September 2010 - December 2010
Skills
Fixed Income, Financial Analysis, Investments, Equities, Series 7, Analysis, Series 63, Equity Research, Series 55, Portfolio Management, Securities, Valuation
Education
Marquette University 2009 — 2013
Bachelor of Science, Finance-AIM(Applied Investment Management)
Tracy Fielder Tracy Fielder's Invesco Ltd. Experience March 2010 - Present
Job Product Management Director & Strategist Rethinking Risk
Industry Investment Management
Experience
Invesco Ltd. March 2010 - Present
VALIC October 1999 - October 2009
Van Kampen Investments April 1997 - August 1999
Skills
Portfolio Management, Investments, ETFs, Insurance, Series 63, Series 7, Mutual Funds, Strategic Financial..., Financial Services, Asset Allocation, Investment Strategies, Alternative Investments, Hedge Funds, Equities, Financial Advisory, Retirement Planning, Asset Management, Financial Planning
Education
Houston Baptist University
Master of Business Administration (M.B.A.), Finance
University of Houston
Bachelor's Degree, Finance
Invesco Ltd. March 2010 - Present
VALIC October 1999 - October 2009
Van Kampen Investments April 1997 - August 1999
Skills
Portfolio Management, Investments, ETFs, Insurance, Series 63, Series 7, Mutual Funds, Strategic Financial..., Financial Services, Asset Allocation, Investment Strategies, Alternative Investments, Hedge Funds, Equities, Financial Advisory, Retirement Planning, Asset Management, Financial Planning
Education
Houston Baptist University
Master of Business Administration (M.B.A.), Finance
University of Houston
Bachelor's Degree, Finance
Jim Gilligan Jim Gilligan's Invesco Ltd. Experience 2010 - 2014
Job Managing Partner, Flat Coat Holdings
Industry Investment Management
Experience
Flat Coat Holdings 2014 - Present
Invesco Ltd. 2010 - 2014
Morgan Stanley 1996 - 2010
Van Kampen Investments 1994 - 2010
Skills
Asset Management, Investments, Equities, Alternative Investments, Fixed Income, Bloomberg, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
Master of Business Administration (M.B.A.), Accounting
Miami University 1976 — 1980
Bachelor's Degree, Finance/Ecomonics
Flat Coat Holdings 2014 - Present
Invesco Ltd. 2010 - 2014
Morgan Stanley 1996 - 2010
Van Kampen Investments 1994 - 2010
Skills
Asset Management, Investments, Equities, Alternative Investments, Fixed Income, Bloomberg, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
Master of Business Administration (M.B.A.), Accounting
Miami University 1976 — 1980
Bachelor's Degree, Finance/Ecomonics
Evan Roth Evan Roth's Invesco Ltd. Experience September 2010 - Present
Job Real Estate Acquisitions at Invesco Ltd.
Industry Commercial Real Estate
Experience
Invesco Ltd. September 2010 - Present
Realterm Global May 2009 - September 2010
Babcock & Brown March 2007 - May 2009
First Industrial Realty Trust August 2005 - March 2007
Education
New York University 2003 — 2007
MSc, Real Estate
New York University 1998 — 2001
BFA, Photography & Imaging, History
Invesco Ltd. September 2010 - Present
Realterm Global May 2009 - September 2010
Babcock & Brown March 2007 - May 2009
First Industrial Realty Trust August 2005 - March 2007
Education
New York University 2003 — 2007
MSc, Real Estate
New York University 1998 — 2001
BFA, Photography & Imaging, History
Ryan Reedom's Invesco Ltd. Experience June 2005 - December 2006
Job Owner/CEO at A Graceful Way InHome Care
Industry Hospital & Health Care
Experience
A Graceful Way In-Home Care August 2009 - Present
self December 1983 - Present
Schonfeld Securities January 2007 - January 2010
Opus Atlanta January 2007 - January 2010
Invesco Ltd. June 2005 - December 2006
INVESCO June 2005 - December 2006
Skills
Risk Management, Equities, Trading, Fixed Income, Management
Education
Morehouse College 2002 — 2006
Business Administration, Finance
Morehouse College 2002 — 2006
Bachelors, Arts; Business Administration Finance Concentration Spanish
Universidad de Alicante
Bachelor of Business Administration (B.B.A.)
A Graceful Way In-Home Care August 2009 - Present
self December 1983 - Present
Schonfeld Securities January 2007 - January 2010
Opus Atlanta January 2007 - January 2010
Invesco Ltd. June 2005 - December 2006
INVESCO June 2005 - December 2006
Skills
Risk Management, Equities, Trading, Fixed Income, Management
Education
Morehouse College 2002 — 2006
Business Administration, Finance
Morehouse College 2002 — 2006
Bachelors, Arts; Business Administration Finance Concentration Spanish
Universidad de Alicante
Bachelor of Business Administration (B.B.A.)
Jake Hartman's Invesco Ltd. Experience November 2010 - August 2011
Job Analyst
Industry Financial Services
Experience
Jackson National Asset Management, LLC November 2011 - Present
Invesco Ltd. November 2010 - August 2011
Draftfcb September 2009 - October 2010
Schering-Plough Pharmaceuticals June 2008 - August 2008
Indiana University January 2007 - May 2007
Skills
Finance, Financial Analysis, Auditing, Financial Modeling, Corporate Finance, Valuation, Financial Reporting, Internal Audit, Investments, Microsoft Excel, Accounting
Education
Indiana University - Kelley School of Business 2005 — 2009
Finance
Indiana University Bloomington
Bachelor's degree, Finance, General
Jackson National Asset Management, LLC November 2011 - Present
Invesco Ltd. November 2010 - August 2011
Draftfcb September 2009 - October 2010
Schering-Plough Pharmaceuticals June 2008 - August 2008
Indiana University January 2007 - May 2007
Skills
Finance, Financial Analysis, Auditing, Financial Modeling, Corporate Finance, Valuation, Financial Reporting, Internal Audit, Investments, Microsoft Excel, Accounting
Education
Indiana University - Kelley School of Business 2005 — 2009
Finance
Indiana University Bloomington
Bachelor's degree, Finance, General
Migene Kim Migene Kim's Invesco Ltd. Experience August 1998 - April 2005
Job Portfolio Manager at Madison Square Investors
Industry Investment Management
Experience
Madison Square Investors May 2005 - Present
Invesco Ltd. August 1998 - April 2005
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA, Finance
University of Pennsylvania 1990 — 1993
BA, Mathematics
Madison Square Investors May 2005 - Present
Invesco Ltd. August 1998 - April 2005
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA, Finance
University of Pennsylvania 1990 — 1993
BA, Mathematics
Terri Jennette, CPA Terri Jennette, CPA's Invesco Ltd. Experience October 2013 - Present
Job Experienced Functional Analyst
Industry Accounting
Experience
Invesco Ltd. October 2013 - Present
Randstad US September 2012 - April 2013
The Wendy's Company January 2009 - August 2012
AT&T Affiliate Services July 1999 - December 2008
Geologistics Americas Inc. January 1998 - June 1999
Worldspan May 1997 - January 1998
Worldspan June 1996 - May 1997
Worldspan July 1993 - June 1996
PICCUS & BERGMAN, INC. CPAs February 1990 - June 1993
Skills
Project Management, Oracle E-Business Suite, Process Improvement, Accounting, Accounts Payable, Financial Analysis, PeopleSoft, General Ledger, Business Process, Analysis, GAAP, Financial Reporting, Budgets, Financial Statements, Internal Controls, Finance, Management, Oracle
Education
John Carroll University 1986 — 1990
BSBA, Accounting
John Carroll University
Bachelor of Science in Business Administration, Accounting
Invesco Ltd. October 2013 - Present
Randstad US September 2012 - April 2013
The Wendy's Company January 2009 - August 2012
AT&T Affiliate Services July 1999 - December 2008
Geologistics Americas Inc. January 1998 - June 1999
Worldspan May 1997 - January 1998
Worldspan June 1996 - May 1997
Worldspan July 1993 - June 1996
PICCUS & BERGMAN, INC. CPAs February 1990 - June 1993
Skills
Project Management, Oracle E-Business Suite, Process Improvement, Accounting, Accounts Payable, Financial Analysis, PeopleSoft, General Ledger, Business Process, Analysis, GAAP, Financial Reporting, Budgets, Financial Statements, Internal Controls, Finance, Management, Oracle
Education
John Carroll University 1986 — 1990
BSBA, Accounting
John Carroll University
Bachelor of Science in Business Administration, Accounting
Robert Mumphrey, MBA, PMP Robert Mumphrey, MBA, PMP's Invesco Ltd. Experience 1997 - 2003
Job Executive Information Technology Leader
Industry Mechanical or Industrial Engineering
Experience
Baker Engineering & Risk Consultants, Inc. November 2011 - Present
Perdue Farms December 2007 - October 2011
BP 2006 - 2007
Nabors Industries 2003 - 2006
Invesco Ltd. 1997 - 2003
AT&T Bell Labs 1995 - 1997
Louisiana Department Of Transportation and Development 1992 - 1995
Skills
Disaster Recovery, Vendor Management, Data Center, Project Management, Desktop Computers, EMC Storage, IT Management, IT Strategy, SharePoint, IT Operations, ITIL, Integration, Process Improvement, Security, IT Service Management, Business Continuity, Active Directory, MS Project, Information Technology, Citrix, System Administration, Microsoft Technologies, Virtualization, Servers, Infrastructure, Network Administration, Windows Server, Storage, VMware
Education
University of Houston, C.T. Bauer College of Business 2005 — 2007
Master of Business Administration (M.B.A.), Management
Louisiana State University 1989 — 1991
Bachelor’s Degree, Electrical/Computer Engineering
Louisiana State University - Eunice 1987 — 1989
Associate’s Degree, General Studies
Baker Engineering & Risk Consultants, Inc. November 2011 - Present
Perdue Farms December 2007 - October 2011
BP 2006 - 2007
Nabors Industries 2003 - 2006
Invesco Ltd. 1997 - 2003
AT&T Bell Labs 1995 - 1997
Louisiana Department Of Transportation and Development 1992 - 1995
Skills
Disaster Recovery, Vendor Management, Data Center, Project Management, Desktop Computers, EMC Storage, IT Management, IT Strategy, SharePoint, IT Operations, ITIL, Integration, Process Improvement, Security, IT Service Management, Business Continuity, Active Directory, MS Project, Information Technology, Citrix, System Administration, Microsoft Technologies, Virtualization, Servers, Infrastructure, Network Administration, Windows Server, Storage, VMware
Education
University of Houston, C.T. Bauer College of Business 2005 — 2007
Master of Business Administration (M.B.A.), Management
Louisiana State University 1989 — 1991
Bachelor’s Degree, Electrical/Computer Engineering
Louisiana State University - Eunice 1987 — 1989
Associate’s Degree, General Studies
Charlie Ko's Invesco Ltd. Experience June 2012 - Present
Job Portfolio Manager and Senior Research Analyst at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. June 2012 - Present
Batterymarch Financial Management 2005 - June 2012
Batterymarch Financial Management 2003 - 2005
Batterymarch Financial Management 2000 - 2003
Consultant at The Hartford Financial Services Group 1999 - 2000
Emerging Markets Management 1998 - 1998
The MathWorks 1995 - 1997
The MathWorks 1994 - 1995
Skills
Equities, Financial Modeling, Valuation, Portfolio Management, Investment Management, Risk Management, Start-ups, Mergers & Acquisitions, Trading, Investments, Emerging Markets, Fixed Income, Investment Strategies, Business Development, Asset Management, Hedge Funds, Private Equity, Technical Analysis, Equity Research, Alternative Investments, Cross-functional Team..., Asset Allocation, Business Strategy, Bloomberg
Education
Yale University - Yale School of Management 1997 — 1999
MBA, Finance
Massachusetts Institute of Technology 1990 — 1994
BSME, Mechanical Engineering
Invesco Ltd. June 2012 - Present
Batterymarch Financial Management 2005 - June 2012
Batterymarch Financial Management 2003 - 2005
Batterymarch Financial Management 2000 - 2003
Consultant at The Hartford Financial Services Group 1999 - 2000
Emerging Markets Management 1998 - 1998
The MathWorks 1995 - 1997
The MathWorks 1994 - 1995
Skills
Equities, Financial Modeling, Valuation, Portfolio Management, Investment Management, Risk Management, Start-ups, Mergers & Acquisitions, Trading, Investments, Emerging Markets, Fixed Income, Investment Strategies, Business Development, Asset Management, Hedge Funds, Private Equity, Technical Analysis, Equity Research, Alternative Investments, Cross-functional Team..., Asset Allocation, Business Strategy, Bloomberg
Education
Yale University - Yale School of Management 1997 — 1999
MBA, Finance
Massachusetts Institute of Technology 1990 — 1994
BSME, Mechanical Engineering
Betsy Orr Betsy Orr's Invesco Ltd. Experience 1990 - 2002
Job Vice President, Director of Consultant Relations at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners August 2011 - Present
Calamos Investments 2010 - 2011
Principal Global Investors 2006 - 2009
Invesco Ltd. 1990 - 2002
Skills
Hedge Funds, Equities, Investments, Finance, Mutual Funds, Investment Management, Investment Strategies, Fixed Income, Asset Allocation, Alternative Investments, Asset Management, Private Equity, Securities, Wealth Management, Investment Advisory, Bloomberg, Portfolio Management, Client Services, Equity Research
Education
Millsaps College 1988 — 1989
Attended Else School of Management, MBA program
University of Tennessee-Knoxville 1981 — 1985
Bachelor of Science, Marketing, Finance
Chartwell Investment Partners August 2011 - Present
Calamos Investments 2010 - 2011
Principal Global Investors 2006 - 2009
Invesco Ltd. 1990 - 2002
Skills
Hedge Funds, Equities, Investments, Finance, Mutual Funds, Investment Management, Investment Strategies, Fixed Income, Asset Allocation, Alternative Investments, Asset Management, Private Equity, Securities, Wealth Management, Investment Advisory, Bloomberg, Portfolio Management, Client Services, Equity Research
Education
Millsaps College 1988 — 1989
Attended Else School of Management, MBA program
University of Tennessee-Knoxville 1981 — 1985
Bachelor of Science, Marketing, Finance
Ryan C. Jaggers, CFA Ryan C. Jaggers, CFA's Invesco Ltd. Experience 2007 - 2009
Job Head of North America Insurance Sales at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management September 2015 - Present
Delaware Investments, a member of the Macquarie Group November 2011 - August 2015
McDonnell Investment Management April 2009 - November 2011
Invesco Ltd. 2007 - 2009
INVESCO Institutional, N.A. 2002 - 2006
Zurich Scudder Investments 1999 - 2002
Duff & Phelps 1994 - 1999
Skills
Asset Management, Portfolio Management, Fixed Income, Client Service, Sales Management, Investments, Investment Management, Financial Services, Asset Managment, Mutual Funds, Strategy, Asset Allocation, Infrastructure, Private Equity, COLI, Alternative Investments, Product Management, Equities, Solution Development, Credit, Investment Strategies, Insurance, Series 7, Bonds, MBS
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance & Management Strategy
Indiana University - Kelley School of Business 1989 — 1992
BS, Finance
Morgan Stanley Investment Management September 2015 - Present
Delaware Investments, a member of the Macquarie Group November 2011 - August 2015
McDonnell Investment Management April 2009 - November 2011
Invesco Ltd. 2007 - 2009
INVESCO Institutional, N.A. 2002 - 2006
Zurich Scudder Investments 1999 - 2002
Duff & Phelps 1994 - 1999
Skills
Asset Management, Portfolio Management, Fixed Income, Client Service, Sales Management, Investments, Investment Management, Financial Services, Asset Managment, Mutual Funds, Strategy, Asset Allocation, Infrastructure, Private Equity, COLI, Alternative Investments, Product Management, Equities, Solution Development, Credit, Investment Strategies, Insurance, Series 7, Bonds, MBS
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance & Management Strategy
Indiana University - Kelley School of Business 1989 — 1992
BS, Finance
Blaise Grippa Blaise Grippa's Invesco Ltd. Experience September 2010 - Present
Job Regional Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. September 2010 - Present
Artisan Partners January 2010 - September 2010
AXA Equitable August 2008 - April 2009
JPMorgan Institutional Investments July 2001 - July 2008
Morgan Stanley June 1999 - July 2001
Keyence Corp. May 1998 - June 1999
Skills
Mutual Funds, Asset Managment, Separately Managed..., Series 7, Series 63, 401k, Alternative Investments, Asset Allocation, Asset Management, Finance, Hedge Funds, Investments, Retirement, Retirement Planning, Wealth Management, ETFs
Education
Don Bosco Prep High School 1994 — 1998
Manhattan College 1994 — 1998
Invesco Ltd. September 2010 - Present
Artisan Partners January 2010 - September 2010
AXA Equitable August 2008 - April 2009
JPMorgan Institutional Investments July 2001 - July 2008
Morgan Stanley June 1999 - July 2001
Keyence Corp. May 1998 - June 1999
Skills
Mutual Funds, Asset Managment, Separately Managed..., Series 7, Series 63, 401k, Alternative Investments, Asset Allocation, Asset Management, Finance, Hedge Funds, Investments, Retirement, Retirement Planning, Wealth Management, ETFs
Education
Don Bosco Prep High School 1994 — 1998
Manhattan College 1994 — 1998
John G. Alexander, CFA John G. Alexander, CFA's Invesco Ltd. Experience June 1998 - August 2001
Job Managing Partner, Portfolio Manager at CastlePoint Investment Group
Industry Investment Management
Experience
CastlePoint Investment Group, LLC August 2005 - Present
Cornerstone Investment Partners August 2001 - August 2005
Invesco Ltd. June 1998 - August 2001
AT&T May 1992 - May 1996
Skills
Portfolio Management, Securities Analysis, Investment Research, Investments, Valuation, Industry Analysis, Fundamental Research, Mutual Funds, Equity Valuation, Asset Management, Equity Research, Financial Modeling, Wealth Management, Investment Advisory, Business Valuation, Equities, Business Strategy
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (M.B.A.), Accounting and Finance
Indiana University Bloomington 1989 — 1992
B.S., Finance, Honors Program
CastlePoint Investment Group, LLC August 2005 - Present
Cornerstone Investment Partners August 2001 - August 2005
Invesco Ltd. June 1998 - August 2001
AT&T May 1992 - May 1996
Skills
Portfolio Management, Securities Analysis, Investment Research, Investments, Valuation, Industry Analysis, Fundamental Research, Mutual Funds, Equity Valuation, Asset Management, Equity Research, Financial Modeling, Wealth Management, Investment Advisory, Business Valuation, Equities, Business Strategy
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (M.B.A.), Accounting and Finance
Indiana University Bloomington 1989 — 1992
B.S., Finance, Honors Program
Craig Feldman's Invesco Ltd. Experience October 2010 - November 2013
Job Director Regional Sales at Performance Trust Asset Management
Industry Financial Services
Experience
PTAM (PT Asset Management, LLC) March 2015 - Present
PowerShares December 2013 - March 2015
Invesco Ltd. October 2010 - November 2013
UBS July 2008 - June 2010
JPMorgan Chase May 2007 - July 2008
Robert Half Technology September 2006 - February 2007
CDW Corporation September 2004 - September 2006
UBS Financial Services Inc June 2003 - August 2003
Skills
Series 7, Series 63, Investments, Asset Managment, Cold Calling, Strategic Financial..., Financial Services, Portfolio Management, Insurance, Sales, Financial Advisory, Securities, Equities, Wealth Management, New Business Development, Financial Analysis, Relationship Management, Retirement Planning, Asset Allocation, Territory Management, Separately Managed..., Risk Management, Unit Investment Trusts, ETFs, Personal Financial..., Mutual Funds
Education
Indiana University - Kelley School of Business 2000 — 2004
Bachelor of Science, Business; Marketing
Indiana University Bloomington 2000 — 2004
bachelors, business
Cooper City High School 1998 — 2000
PTAM (PT Asset Management, LLC) March 2015 - Present
PowerShares December 2013 - March 2015
Invesco Ltd. October 2010 - November 2013
UBS July 2008 - June 2010
JPMorgan Chase May 2007 - July 2008
Robert Half Technology September 2006 - February 2007
CDW Corporation September 2004 - September 2006
UBS Financial Services Inc June 2003 - August 2003
Skills
Series 7, Series 63, Investments, Asset Managment, Cold Calling, Strategic Financial..., Financial Services, Portfolio Management, Insurance, Sales, Financial Advisory, Securities, Equities, Wealth Management, New Business Development, Financial Analysis, Relationship Management, Retirement Planning, Asset Allocation, Territory Management, Separately Managed..., Risk Management, Unit Investment Trusts, ETFs, Personal Financial..., Mutual Funds
Education
Indiana University - Kelley School of Business 2000 — 2004
Bachelor of Science, Business; Marketing
Indiana University Bloomington 2000 — 2004
bachelors, business
Cooper City High School 1998 — 2000
Ken Goins's Invesco Ltd. Experience 2000 - 2006
Job SQL Server DBA at LyondellBasell
Industry Information Technology and Services
Experience
LyondellBasell December 2008 - Present
CSoft Technologies 2006 - Present
Lyondell October 2006 - December 2008
AIM Investments April 2000 - October 2006
Invesco Ltd. 2000 - 2006
SAIC / JSC - NASA February 1997 - April 2000
IMCAL (Imperial Calcasieu Regional Planning and Development Commission) August 1995 - February 1997
W.O. Moss Regional Medical Center October 1994 - July 1995
VISTA Chemical Company June 1993 - August 1993
Louisiana Tech Electrical Energy Research Team March 1992 - May 1993
Skills
DBA for SQL Server 2012, DBA for SQL Server..., Database Clusters, Database Disaster..., Database and database..., Troubleshooting..., Migration of database..., Analyzing and..., Lead various..., Databases, Troubleshooting, Testing, Disaster Recovery, Windows Server, Servers, SharePoint, Integration, VMware, Microsoft SQL Server, Project Management, SQL, Database Design, Management, T-SQL, Desktop Environment, Business Intelligence, Data Migration, Oracle
Education
McNeese State University 1994 — 1996
BS, Electrical Engineering
Additional Training Courses Taken:
Conferences Attended:
LyondellBasell December 2008 - Present
CSoft Technologies 2006 - Present
Lyondell October 2006 - December 2008
AIM Investments April 2000 - October 2006
Invesco Ltd. 2000 - 2006
SAIC / JSC - NASA February 1997 - April 2000
IMCAL (Imperial Calcasieu Regional Planning and Development Commission) August 1995 - February 1997
W.O. Moss Regional Medical Center October 1994 - July 1995
VISTA Chemical Company June 1993 - August 1993
Louisiana Tech Electrical Energy Research Team March 1992 - May 1993
Skills
DBA for SQL Server 2012, DBA for SQL Server..., Database Clusters, Database Disaster..., Database and database..., Troubleshooting..., Migration of database..., Analyzing and..., Lead various..., Databases, Troubleshooting, Testing, Disaster Recovery, Windows Server, Servers, SharePoint, Integration, VMware, Microsoft SQL Server, Project Management, SQL, Database Design, Management, T-SQL, Desktop Environment, Business Intelligence, Data Migration, Oracle
Education
McNeese State University 1994 — 1996
BS, Electrical Engineering
Additional Training Courses Taken:
Conferences Attended:
Greg Darnell's Invesco Ltd. Experience March 2014 - Present
Job
Industry Financial Services
Experience
Invesco Ltd. March 2014 - Present
Skills
Financial Analysis, Fixed Income, Stable Value, Investments
Education
Indiana University-Southeast 2009 — 2013
MBA and MSSF
Saint Louis University 2003 — 2007
Bachelor of Science in Business Administration
Invesco Ltd. March 2014 - Present
Skills
Financial Analysis, Fixed Income, Stable Value, Investments
Education
Indiana University-Southeast 2009 — 2013
MBA and MSSF
Saint Louis University 2003 — 2007
Bachelor of Science in Business Administration
Sherell D. Baker's Invesco Ltd. Experience November 2014 - Present
Job People Development Consultant at Invesco Ltd.
Industry Human Resources
Experience
Invesco Ltd. November 2014 - Present
DCP Midstream January 2011 - Present
Pride International Inc June 2006 - November 2010
Pride International May 2005 - June 2006
Girl Scouts of San Jacinto Council February 2003 - May 2005
Houston ISD April 2001 - February 2003
Skills
Onboarding, Change Management, Talent Management, Succession Planning, Benefits Administration, Organizational..., Performance Management, Talent Acquisition, HR Policies, New Hire Orientations, Leadership Development, Human Resources, Workforce Planning, Organizational..., Training, Interviews, Leadership, Employee Benefits
Education
Houston Baptist University - College of Business and Economics 2004 — 2006
Master of Science, Human Resources Management
University of Houston 1992 — 1996
Bachelor of Science, Kinesiology
Invesco Ltd. November 2014 - Present
DCP Midstream January 2011 - Present
Pride International Inc June 2006 - November 2010
Pride International May 2005 - June 2006
Girl Scouts of San Jacinto Council February 2003 - May 2005
Houston ISD April 2001 - February 2003
Skills
Onboarding, Change Management, Talent Management, Succession Planning, Benefits Administration, Organizational..., Performance Management, Talent Acquisition, HR Policies, New Hire Orientations, Leadership Development, Human Resources, Workforce Planning, Organizational..., Training, Interviews, Leadership, Employee Benefits
Education
Houston Baptist University - College of Business and Economics 2004 — 2006
Master of Science, Human Resources Management
University of Houston 1992 — 1996
Bachelor of Science, Kinesiology
Kathy Valenta's Invesco Ltd. Experience 1985 - 2003
Job Senior Compliance Manager at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group April 2005 - Present
Janus Capital Group April 2005 - August 2012
Janus Capital Group April 2005 - October 2010
Invesco Ltd. 1985 - 2003
Invesco Ltd 1985 - 2003
Skills
Securities, Fixed Income, Bloomberg, Mutual Funds, FINRA, Alternative Investments, Asset Management, Investments, Financial Services, Investment Management, Equities, Investment Advisory, Asset Allocation, Wealth Management, Hedge Funds, Series 24, Capital Markets, Series 63, Series 7
Education
Illinois State University 1971 — 1975
Bacholor Degree, Education
Janus Capital Group April 2005 - Present
Janus Capital Group April 2005 - August 2012
Janus Capital Group April 2005 - October 2010
Invesco Ltd. 1985 - 2003
Invesco Ltd 1985 - 2003
Skills
Securities, Fixed Income, Bloomberg, Mutual Funds, FINRA, Alternative Investments, Asset Management, Investments, Financial Services, Investment Management, Equities, Investment Advisory, Asset Allocation, Wealth Management, Hedge Funds, Series 24, Capital Markets, Series 63, Series 7
Education
Illinois State University 1971 — 1975
Bacholor Degree, Education
Deanna Mieth's Invesco Ltd. Experience January 1996 - 2010
Job Compliance Officer at AIM Investments
Industry Financial Services
Experience
Invesco Ltd. January 1996 - 2010
Education
LeTourneau University 2002 — 2004
Invesco Ltd. January 1996 - 2010
Education
LeTourneau University 2002 — 2004
Timothy Victor's Invesco Ltd. Experience June 2010 - December 2010
Job Technologist
Industry Capital Markets
Experience
Getco LLC January 2011 - Present
Invesco Ltd. June 2010 - December 2010
Morgan Stanley October 2007 - June 2010
Motorola January 2004 - October 2007
Skills
C#, SQL, Python, Proprietary Trading, PnL, Clearing, PyQt, HDF5, WPF, C++/CLI, WCF, Options, Big Data, WinForms, Market Risk, .NET Remoting, jQuery, DevExpress Controls, Django, LinQ, ADRs, US Equities
Education
Northwestern University
MS, Computer Information Systems
Illinois Institute of Technology 1999 — 2003
BS, Electrical & Computer Engineering
Getco LLC January 2011 - Present
Invesco Ltd. June 2010 - December 2010
Morgan Stanley October 2007 - June 2010
Motorola January 2004 - October 2007
Skills
C#, SQL, Python, Proprietary Trading, PnL, Clearing, PyQt, HDF5, WPF, C++/CLI, WCF, Options, Big Data, WinForms, Market Risk, .NET Remoting, jQuery, DevExpress Controls, Django, LinQ, ADRs, US Equities
Education
Northwestern University
MS, Computer Information Systems
Illinois Institute of Technology 1999 — 2003
BS, Electrical & Computer Engineering
Mario Librizzi's Invesco Ltd. Experience June 2010 - October 2010
Job Visibility Services Team Lead
Industry Computer Software
Experience
Infogix, Inc. April 2011 - Present
Invesco Ltd. June 2010 - October 2010
Morgan Stanley September 2007 - May 2010
Rescigno's Marketing Connections January 2007 - September 2007
AMS Direct dba Professional Education Institute May 2002 - August 2006
gomembers, Inc. March 2000 - October 2001
Best Buy July 1995 - February 2000
Skills
Photoshop, Enterprise Software, Troubleshooting, Training, Marketing, Access, Microsoft Office, Microsoft Excel, InDesign, PowerPoint, Outlook, Microsoft Word, Customer Service, Illustrator, SQL, Analysis, CRM, Social Media, Marketing Strategy, Management, Databases, Sales, Leadership, Time Management, Product Management, Human Resources, Process Improvement, Sales Operations
Education
Lewis University 2005 — 2008
Bachelor of Science (BS), Business Administration, Management Information Systems, 3.94/4.00
Morton College 1995 — 1997
Associate of Arts (AA), General Studies
University of Illinois at Urbana-Champaign 1994 — 1995
General Studies
Infogix, Inc. April 2011 - Present
Invesco Ltd. June 2010 - October 2010
Morgan Stanley September 2007 - May 2010
Rescigno's Marketing Connections January 2007 - September 2007
AMS Direct dba Professional Education Institute May 2002 - August 2006
gomembers, Inc. March 2000 - October 2001
Best Buy July 1995 - February 2000
Skills
Photoshop, Enterprise Software, Troubleshooting, Training, Marketing, Access, Microsoft Office, Microsoft Excel, InDesign, PowerPoint, Outlook, Microsoft Word, Customer Service, Illustrator, SQL, Analysis, CRM, Social Media, Marketing Strategy, Management, Databases, Sales, Leadership, Time Management, Product Management, Human Resources, Process Improvement, Sales Operations
Education
Lewis University 2005 — 2008
Bachelor of Science (BS), Business Administration, Management Information Systems, 3.94/4.00
Morton College 1995 — 1997
Associate of Arts (AA), General Studies
University of Illinois at Urbana-Champaign 1994 — 1995
General Studies
Lindsey Haglage's Invesco Ltd. Experience June 2010 - Present
Job Regional Vice President
Industry Financial Services
Experience
Invesco US May 2012 - Present
Invesco Ltd. June 2010 - Present
Van Kampen Investments November 2007 - Present
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2010
MBA, Finance
Miami University 2003 — 2007
Invesco US May 2012 - Present
Invesco Ltd. June 2010 - Present
Van Kampen Investments November 2007 - Present
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2010
MBA, Finance
Miami University 2003 — 2007
Bob Drobny's Invesco Ltd. Experience May 2010 - Present
Job Operating Officer Bank Loans ISSM IVZ
Industry Financial Services
Experience
Invesco Ltd. May 2010 - Present
Morgan Stanley June 1996 - May 2010
Alexander Proudfoot June 1994 - June 1996
Education
Loyola University of Chicago 1991 — 1994
MBA, Finance
Illinois State University 1983 — 1987
BS, Marketing
Invesco Ltd. May 2010 - Present
Morgan Stanley June 1996 - May 2010
Alexander Proudfoot June 1994 - June 1996
Education
Loyola University of Chicago 1991 — 1994
MBA, Finance
Illinois State University 1983 — 1987
BS, Marketing
Virginia Bond's Invesco Ltd. Experience February 2009 - October 2013
Job Business Analytics Manager
Industry Financial Services
Experience
AIG Retirement Services October 2013 - Present
Invesco Ltd. February 2009 - October 2013
Brae Acres Board 2001 - 2013
AIM Investments March 1999 - February 2009
AIM Investments April 1994 - February 1999
Skills
Securities, Wealth Management, Series 7, Investments, Asset Managment, Mutual Funds, 401k, Portfolio Management, Sales, Series 63, Management, Separately Managed..., Sales Analysis, Manage Client..., Project Management, Siebel, Series 65, Series 6, Oracle Reports, Access
Education
LeTourneau University 2001 — 2004
Bachelor of Business Administration (BBA)
AIG Retirement Services October 2013 - Present
Invesco Ltd. February 2009 - October 2013
Brae Acres Board 2001 - 2013
AIM Investments March 1999 - February 2009
AIM Investments April 1994 - February 1999
Skills
Securities, Wealth Management, Series 7, Investments, Asset Managment, Mutual Funds, 401k, Portfolio Management, Sales, Series 63, Management, Separately Managed..., Sales Analysis, Manage Client..., Project Management, Siebel, Series 65, Series 6, Oracle Reports, Access
Education
LeTourneau University 2001 — 2004
Bachelor of Business Administration (BBA)
Melissa Hawkins's Invesco Ltd. Experience March 2015 - Present
Job Senior Compliance Officer
Industry Financial Services
Experience
Invesco Ltd. March 2015 - Present
Invesco Ltd. June 2011 - March 2015
Invesco Ltd. August 2010 - June 2011
Invesco Aim December 2006 - July 2010
AIM Investments June 1999 - December 2006
Schlumberger 1998 - 1999
Skills
Mutual Funds, FINRA, Series 6, Retirement, SharePoint, Licensing, Broker-Dealer, Investment Advisory, Financial Services, Series 7, Microsoft Excel, Due Diligence, Investments, Retirement Planning, Risk Management, Securities
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Plans Specialist, Retirement Plans
Houston Community College 2002 — 2005
AAS - Business Management
Invesco Ltd. March 2015 - Present
Invesco Ltd. June 2011 - March 2015
Invesco Ltd. August 2010 - June 2011
Invesco Aim December 2006 - July 2010
AIM Investments June 1999 - December 2006
Schlumberger 1998 - 1999
Skills
Mutual Funds, FINRA, Series 6, Retirement, SharePoint, Licensing, Broker-Dealer, Investment Advisory, Financial Services, Series 7, Microsoft Excel, Due Diligence, Investments, Retirement Planning, Risk Management, Securities
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Plans Specialist, Retirement Plans
Houston Community College 2002 — 2005
AAS - Business Management
Brian Sipich's Invesco Ltd. Experience November 2011 - Present
Job Quantitative Analyst at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. November 2011 - Present
Invesco Ltd. January 2008 - October 2011
Claymore Securities October 2005 - January 2008
Van Kampen Investments/Morgan Stanley August 1999 - September 2005
Skills
Fixed Income, Fund Administration, Finance, Mutual Funds, Asset Management, Investments, Hedge Funds, Fund Accounting, Financial Analysis, Bloomberg, Financial Reporting, Securities
Education
Miami University 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Millikin University 1993 — 1997
Bachelor of Science (B.S.), Finance
Invesco Ltd. November 2011 - Present
Invesco Ltd. January 2008 - October 2011
Claymore Securities October 2005 - January 2008
Van Kampen Investments/Morgan Stanley August 1999 - September 2005
Skills
Fixed Income, Fund Administration, Finance, Mutual Funds, Asset Management, Investments, Hedge Funds, Fund Accounting, Financial Analysis, Bloomberg, Financial Reporting, Securities
Education
Miami University 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Millikin University 1993 — 1997
Bachelor of Science (B.S.), Finance
Cindy Cameron's Invesco Ltd. Experience 2004 - 2006
Job COO / CFO at GEM Green Energy Money
Industry Financial Services
Experience
GEM Green Energy Money August 2015 - Present
Fritz's Salon & Spa December 2004 - Present
Invesco Ltd. 2004 - 2006
Invesco Ltd. 2000 - 2004
Invesco Ltd. 1996 - 2000
Abel Construction Company 1993 - 1996
Henderson Electric Company 1989 - 1993
Deloitte 1986 - 1989
Skills
Marketing, Strategic Planning, Finance, Marketing Strategy, Process Improvement, Small Business, Business Analysis, Financial Reporting, Forecasting, Team Building, Start-ups
Education
Marshall University 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
GEM Green Energy Money August 2015 - Present
Fritz's Salon & Spa December 2004 - Present
Invesco Ltd. 2004 - 2006
Invesco Ltd. 2000 - 2004
Invesco Ltd. 1996 - 2000
Abel Construction Company 1993 - 1996
Henderson Electric Company 1989 - 1993
Deloitte 1986 - 1989
Skills
Marketing, Strategic Planning, Finance, Marketing Strategy, Process Improvement, Small Business, Business Analysis, Financial Reporting, Forecasting, Team Building, Start-ups
Education
Marshall University 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Chad Wilpitz's Invesco Ltd. Experience January 2011 - Present
Job Global Performance Analyst at Invesco Ltd.
Industry Banking
Experience
Invesco Ltd. January 2011 - Present
Amegy Bank February 2007 - January 2011
AIM Investments 2000 - 2007
Education
LeTourneau University 2006 — 2008
MBA, Business
Invesco Ltd. January 2011 - Present
Amegy Bank February 2007 - January 2011
AIM Investments 2000 - 2007
Education
LeTourneau University 2006 — 2008
MBA, Business
John Moser's Invesco Ltd. Experience June 2010 - Present
Job Head of Product Marketing at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management January 2008 - June 2010
Morgan Stanley Investment Management December 2003 - January 2008
Van Kampen Investments March 1998 - December 2003
Skills
Editorial, Marketing Strategy, Marketing Communications, Digital Marketing, Product Marketing
Education
Lake Forest College
BA, Mathematics and English
University of Illinois at Chicago
MBA, Marketing and Information Systems
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management January 2008 - June 2010
Morgan Stanley Investment Management December 2003 - January 2008
Van Kampen Investments March 1998 - December 2003
Skills
Editorial, Marketing Strategy, Marketing Communications, Digital Marketing, Product Marketing
Education
Lake Forest College
BA, Mathematics and English
University of Illinois at Chicago
MBA, Marketing and Information Systems
Penny Jacobson-Boettcher's Invesco Ltd. Experience June 2011 - March 2012
Job Executive Assistant to the President at W&T Offshore
Industry Oil & Energy
Experience
W&T Offshore October 2014 - Present
Cardtronics October 2013 - September 2014
Apache Corporation March 2012 - October 2013
Invesco Ltd. June 2011 - March 2012
BBVA Compass July 2005 - June 2011
P&O Nedlloyd 2000 - 2005
Skills
Banking, Office Management, Paralegals, Executive..., Customer Service, Wealth Management..., Investments, Health and Safety, Secretarial Skills, Private Banking, Oil & Gas Industry, International Shipping, Contract Law, Proofreading, Editing, Strategic Planning, Business Continuity, Disaster Recovery, B2B, Market Research, Demographic Analysis, Financial Analysis, Risk Management, Negotiation, Finance, Operations Management, Management, Vendor Management, Change Management, Credit, Leadership, Project Management, Mergers & Acquisitions, Microsoft Office, Relationship Management, Logistics
Education
University of North Texas/PDI
Paralegal Certification
Houston Community College
W&T Offshore October 2014 - Present
Cardtronics October 2013 - September 2014
Apache Corporation March 2012 - October 2013
Invesco Ltd. June 2011 - March 2012
BBVA Compass July 2005 - June 2011
P&O Nedlloyd 2000 - 2005
Skills
Banking, Office Management, Paralegals, Executive..., Customer Service, Wealth Management..., Investments, Health and Safety, Secretarial Skills, Private Banking, Oil & Gas Industry, International Shipping, Contract Law, Proofreading, Editing, Strategic Planning, Business Continuity, Disaster Recovery, B2B, Market Research, Demographic Analysis, Financial Analysis, Risk Management, Negotiation, Finance, Operations Management, Management, Vendor Management, Change Management, Credit, Leadership, Project Management, Mergers & Acquisitions, Microsoft Office, Relationship Management, Logistics
Education
University of North Texas/PDI
Paralegal Certification
Houston Community College
John Kniola's Invesco Ltd. Experience July 2006 - Present
Job Senior Architect at Invesco
Industry Computer Software
Experience
Invesco Ltd. July 2006 - Present
Morgan Stanley 2006 - May 2010
travelclick 2004 - 2006
Education
Illinois College 1996 — 2000
Bachelor of Arts (B.A.), Computer Science
Invesco Ltd. July 2006 - Present
Morgan Stanley 2006 - May 2010
travelclick 2004 - 2006
Education
Illinois College 1996 — 2000
Bachelor of Arts (B.A.), Computer Science
John Radzinski, CFA's Invesco Ltd. Experience June 2010 - Present
Job Regional Director Invesco
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Van Kampen Investments June 2005 - June 2010
Mesirow Financial February 2004 - June 2005
Merrill Lynch Investment Managers 2002 - 2004
Merrill Lynch Investment Managers 1999 - 2002
Merrill Lynch 1997 - 1999
Education
Illinois Wesleyan University 1993 — 1997
BA, Finance / Risk Management
Deerfield High School 1989 — 1993
High School, High School
Invesco Ltd. June 2010 - Present
Van Kampen Investments June 2005 - June 2010
Mesirow Financial February 2004 - June 2005
Merrill Lynch Investment Managers 2002 - 2004
Merrill Lynch Investment Managers 1999 - 2002
Merrill Lynch 1997 - 1999
Education
Illinois Wesleyan University 1993 — 1997
BA, Finance / Risk Management
Deerfield High School 1989 — 1993
High School, High School
Felix Miller's Invesco Ltd. Experience March 2012 - Present
Job Senior Manager Finance
Industry Investment Management
Experience
Invesco Ltd. March 2012 - Present
Invesco Ltd. August 2010 - March 2012
Invesco Ltd. August 2006 - August 2010
Merrill Lynch July 2005 - August 2006
Invesco Ltd. August 2004 - July 2005
USEC Inc. August 2002 - July 2004
Barclays Investment Bank June 2000 - October 2001
Skills
Finance, Financial Analysis, Management, Business Analysis, Asset Management, Accounting, Investments, Financial Reporting, Financial Modeling, Forecasting, Mergers & Acquisitions, Analysis, Sarbanes-Oxley Act, Process Improvement, Due Diligence, Mutual Funds, Internal Controls, Financial Services, Requirements Analysis, Requirements Gathering
Education
Georgia Institute of Technology - Georgia Tech College of Management 1998 — 2000
Master of Business Administration (M.B.A.)
Marymount University 1994 — 1997
Bachelor's Degree, Economics
Invesco Ltd. March 2012 - Present
Invesco Ltd. August 2010 - March 2012
Invesco Ltd. August 2006 - August 2010
Merrill Lynch July 2005 - August 2006
Invesco Ltd. August 2004 - July 2005
USEC Inc. August 2002 - July 2004
Barclays Investment Bank June 2000 - October 2001
Skills
Finance, Financial Analysis, Management, Business Analysis, Asset Management, Accounting, Investments, Financial Reporting, Financial Modeling, Forecasting, Mergers & Acquisitions, Analysis, Sarbanes-Oxley Act, Process Improvement, Due Diligence, Mutual Funds, Internal Controls, Financial Services, Requirements Analysis, Requirements Gathering
Education
Georgia Institute of Technology - Georgia Tech College of Management 1998 — 2000
Master of Business Administration (M.B.A.)
Marymount University 1994 — 1997
Bachelor's Degree, Economics
Richard Nield's Invesco Ltd. Experience July 2000 - Present
Job Portfolio Manager Intl Equities at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. July 2000 - Present
OMERS April 1998 - April 2000
Education
McGill University 1990 — 1995
Bachelor Of Commerce, Finance & Intl Business
Invesco Ltd. July 2000 - Present
OMERS April 1998 - April 2000
Education
McGill University 1990 — 1995
Bachelor Of Commerce, Finance & Intl Business
Ron Klotter's Invesco Ltd. Experience June 2001 - April 2005
Job Managing Director at Strategic Investment Group
Industry Financial Services
Experience
Strategic Investment Group March 2014 - Present
R.V. Kuhns & Associates February 2011 - March 2014
Ennis Knupp & Associates 2010 - 2011
Invesco Ltd. June 2001 - April 2005
Wellington Management April 1997 - April 2000
Skills
Product Management, Equities, Leadership, Alternative Investments, Asset Allocation, Hedge Funds, Asset Management, Investment Strategies, Investments, Investment Management, Mutual Funds, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1983 — 1984
MBA, Business
Miami University 1978 — 1982
BS, Finance
Strategic Investment Group March 2014 - Present
R.V. Kuhns & Associates February 2011 - March 2014
Ennis Knupp & Associates 2010 - 2011
Invesco Ltd. June 2001 - April 2005
Wellington Management April 1997 - April 2000
Skills
Product Management, Equities, Leadership, Alternative Investments, Asset Allocation, Hedge Funds, Asset Management, Investment Strategies, Investments, Investment Management, Mutual Funds, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1983 — 1984
MBA, Business
Miami University 1978 — 1982
BS, Finance
Michelle Jackson, MBA's Invesco Ltd. Experience May 2007 - December 2008
Job Sr. Treasury Analyst at SHALEINLAND
Industry Mining & Metals
Experience
Shale-Inland September 2014 - Present
CEVA Logistics May 2011 - September 2014
AssuranceAmerica April 2010 - May 2011
Interactive Advisory Software February 2009 - December 2009
Invesco Ltd. May 2007 - December 2008
Invesco Aim October 1998 - May 2007
Skills
Corporate Treasury, Forecasting Models, Cash Flow Forecasting, Liquidity Management, SOX, Investor Relations, Banking Relationships, Cash Management, Cash Flow, Treasury Management, Sarbanes-Oxley Act, Managerial Finance, Forecasting, Financial Analysis, Finance, Treasury
Education
Keller Graduate School of Management of DeVry University
MAFM
Keller Graduate School of Management of DeVry University 2004 — 2006
MBA
Stephen F. Austin State University 1994 — 1998
BBA
Shale-Inland September 2014 - Present
CEVA Logistics May 2011 - September 2014
AssuranceAmerica April 2010 - May 2011
Interactive Advisory Software February 2009 - December 2009
Invesco Ltd. May 2007 - December 2008
Invesco Aim October 1998 - May 2007
Skills
Corporate Treasury, Forecasting Models, Cash Flow Forecasting, Liquidity Management, SOX, Investor Relations, Banking Relationships, Cash Management, Cash Flow, Treasury Management, Sarbanes-Oxley Act, Managerial Finance, Forecasting, Financial Analysis, Finance, Treasury
Education
Keller Graduate School of Management of DeVry University
MAFM
Keller Graduate School of Management of DeVry University 2004 — 2006
MBA
Stephen F. Austin State University 1994 — 1998
BBA
Denis Sakhno's Invesco Ltd. Experience February 2012 - June 2013
Job Mortgage Advisor
Industry Financial Services
Experience
CIBC March 2014 - Present
Invesco Canada June 2013 - October 2013
Invesco Ltd. February 2012 - June 2013
City of Ottawa July 2011 - October 2011
Statistics Canada May 2010 - December 2010
Privy Council Office February 2009 - September 2009
Skills
French, Research, English, International Business, PowerPoint, mutual funds, Investments, Economics, Market Research, Analysis, Financial Analysis, Mutual Funds, Corporate Finance, Financial Modeling, Valuation, Finance
Education
University of Ottawa / Université d'Ottawa 2007 — 2011
Bcomm, Finance
Reims Management School / ESC Reims 2011 — 2011
International Management Program
CIBC March 2014 - Present
Invesco Canada June 2013 - October 2013
Invesco Ltd. February 2012 - June 2013
City of Ottawa July 2011 - October 2011
Statistics Canada May 2010 - December 2010
Privy Council Office February 2009 - September 2009
Skills
French, Research, English, International Business, PowerPoint, mutual funds, Investments, Economics, Market Research, Analysis, Financial Analysis, Mutual Funds, Corporate Finance, Financial Modeling, Valuation, Finance
Education
University of Ottawa / Université d'Ottawa 2007 — 2011
Bcomm, Finance
Reims Management School / ESC Reims 2011 — 2011
International Management Program
Kevin Britt, CIMA®'s Invesco Ltd. Experience February 2007 - September 2014
Job Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2014 - Present
Invesco Ltd. February 2007 - September 2014
Invesco Aim December 2005 - February 2007
Invesco Aim May 2005 - December 2005
Invesco Aim December 2000 - May 2005
Banc One Securities May 2000 - October 2000
Morgan Stanley Dean Witter July 1999 - May 2000
Education
Lamar University
BBA, Marketing
MFS Investment Management September 2014 - Present
Invesco Ltd. February 2007 - September 2014
Invesco Aim December 2005 - February 2007
Invesco Aim May 2005 - December 2005
Invesco Aim December 2000 - May 2005
Banc One Securities May 2000 - October 2000
Morgan Stanley Dean Witter July 1999 - May 2000
Education
Lamar University
BBA, Marketing
Matt Dahlgren's Invesco Ltd. Experience February 2011 - November 2011
Job Manager Loan Accounting at CoBank
Industry Banking
Experience
CoBank November 2011 - Present
Invesco Ltd. February 2011 - November 2011
Morgan Stanley / Van Kampen December 2007 - April 2009
Morgan Stanley / Van Kampen May 2006 - December 2007
The UPS Store January 2000 - February 2004
Skills
Loans, Mutual Funds, Management, Account Reconciliation, Settlement, Investment Management, Loan Servicing, Syndications, Fixed Income, Swaps, Equities, Banking
Education
University of Illinois at Chicago 2003 — 2005
MBA, Finance
Miami University 1991 — 1995
BA, American Studies
Semester at Sea 1994 — 1994
CoBank November 2011 - Present
Invesco Ltd. February 2011 - November 2011
Morgan Stanley / Van Kampen December 2007 - April 2009
Morgan Stanley / Van Kampen May 2006 - December 2007
The UPS Store January 2000 - February 2004
Skills
Loans, Mutual Funds, Management, Account Reconciliation, Settlement, Investment Management, Loan Servicing, Syndications, Fixed Income, Swaps, Equities, Banking
Education
University of Illinois at Chicago 2003 — 2005
MBA, Finance
Miami University 1991 — 1995
BA, American Studies
Semester at Sea 1994 — 1994
Martha Metcalf's Invesco Ltd. Experience August 2000 - July 2005
Job Portfolio Manager at Credit Suisse
Industry Investment Management
Experience
Credit Suisse August 2005 - Present
Invesco Ltd. August 2000 - July 2005
J.P. Morgan Investment Management Inc. September 1995 - July 2000
Education
Mount Holyoke College 1984 — 1987
BA, International Political Economy
Credit Suisse August 2005 - Present
Invesco Ltd. August 2000 - July 2005
J.P. Morgan Investment Management Inc. September 1995 - July 2000
Education
Mount Holyoke College 1984 — 1987
BA, International Political Economy
Jessica Huang, CFA's Invesco Ltd. Experience June 2010 - December 2013
Job Vice President
Industry Financial Services
Experience
BlackRock December 2013 - Present
Invesco Ltd. June 2010 - December 2013
Morgan Stanley June 2007 - June 2010
NERA Economic Consulting June 2006 - August 2006
General Dynamics AIS June 2004 - August 2004
Skills
Series 7, Fixed Income, Mutual Funds, Product Management, Competitive Analysis, Asset Managment, Product Marketing, Investments, Product Development, Market Research, Due Diligence, Emerging Markets, Investment Management, Asset Management, Equities, Data Analysis
Education
Massachusetts Institute of Technology 2003 — 2007
BS, Mechanical Engineering, Management
BlackRock December 2013 - Present
Invesco Ltd. June 2010 - December 2013
Morgan Stanley June 2007 - June 2010
NERA Economic Consulting June 2006 - August 2006
General Dynamics AIS June 2004 - August 2004
Skills
Series 7, Fixed Income, Mutual Funds, Product Management, Competitive Analysis, Asset Managment, Product Marketing, Investments, Product Development, Market Research, Due Diligence, Emerging Markets, Investment Management, Asset Management, Equities, Data Analysis
Education
Massachusetts Institute of Technology 2003 — 2007
BS, Mechanical Engineering, Management
Yoginder Kak's Invesco Ltd. Experience January 2011 - June 2015
Job Research Analyst, Global Equity at Lord Abbett
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2015 - Present
Invesco Ltd. January 2011 - June 2015
Goldin Associates October 2009 - January 2011
Praesidium Investment Management January 2009 - July 2010
AllianceBernstein 1998 - 2008
Hughes Network Systems 1996 - 1998
Siemens Ltd. 1988 - 1994
Skills
Energy, Valuation, Equity Research, Financial Modeling, Equities, Investments, Asset Managment, Portfolio Management, Investment Management, Capital Markets, Asset Management, Corporate Finance, Finance, Restructuring, Financial Services, Bloomberg, Hedge Funds
Education
Tulane University 1994 — 1996
MBA, Finance
Tulane University - A.B. Freeman School of Business 1994 — 1996
MBA, Finance
Indian Institute of Technology (Banaras Hindu University), Varanasi 1984 — 1988
B.Tech, Electrical Engineering
Lord, Abbett & Co. LLC September 2015 - Present
Invesco Ltd. January 2011 - June 2015
Goldin Associates October 2009 - January 2011
Praesidium Investment Management January 2009 - July 2010
AllianceBernstein 1998 - 2008
Hughes Network Systems 1996 - 1998
Siemens Ltd. 1988 - 1994
Skills
Energy, Valuation, Equity Research, Financial Modeling, Equities, Investments, Asset Managment, Portfolio Management, Investment Management, Capital Markets, Asset Management, Corporate Finance, Finance, Restructuring, Financial Services, Bloomberg, Hedge Funds
Education
Tulane University 1994 — 1996
MBA, Finance
Tulane University - A.B. Freeman School of Business 1994 — 1996
MBA, Finance
Indian Institute of Technology (Banaras Hindu University), Varanasi 1984 — 1988
B.Tech, Electrical Engineering
Sue Freas's Invesco Ltd. Experience September 2007 - February 2009
Job Peoplefocused Technologist
Industry Information Technology and Services
Experience
Vertical Communications February 2014 - Present
ZirMed January 2011 - February 2014
ZirMed July 2009 - January 2011
The Alexander Group April 2009 - May 2009
Invesco Ltd September 2007 - February 2009
OneAmerica March 2001 - August 2007
Conseco July 1994 - March 2001
Skills
Software Project..., Team Leadership, Process Improvement, Cross-functional Team..., Analysis, Project Management, Requirements Gathering, SDLC, Agile Methodologies, Scrum, Leadership, Kanban, Cross-functional Team..., Mentoring, Software Lifecycle..., SaaS, Agile Project Management, Software Engineering, Software Quality..., Product Development, Healthcare Information..., Software Development, Integration, Software Documentation, Program Management, Requirements Analysis, Management, Business Process, Cloud Computing, Quality Assurance
Education
Indiana University-Southeast 2008 — 2010
BGS, Humanities
Ivy Tech Community College 2003 — 2007
AAS, Computer Information Systems
Vertical Communications February 2014 - Present
ZirMed January 2011 - February 2014
ZirMed July 2009 - January 2011
The Alexander Group April 2009 - May 2009
Invesco Ltd September 2007 - February 2009
OneAmerica March 2001 - August 2007
Conseco July 1994 - March 2001
Skills
Software Project..., Team Leadership, Process Improvement, Cross-functional Team..., Analysis, Project Management, Requirements Gathering, SDLC, Agile Methodologies, Scrum, Leadership, Kanban, Cross-functional Team..., Mentoring, Software Lifecycle..., SaaS, Agile Project Management, Software Engineering, Software Quality..., Product Development, Healthcare Information..., Software Development, Integration, Software Documentation, Program Management, Requirements Analysis, Management, Business Process, Cloud Computing, Quality Assurance
Education
Indiana University-Southeast 2008 — 2010
BGS, Humanities
Ivy Tech Community College 2003 — 2007
AAS, Computer Information Systems
Alicia Newnam's Invesco Ltd. Experience June 2012 - September 2012
Job Executive Assistant at Russell Reynolds Associates
Industry Executive Office
Experience
Russell Reynolds Associates November 2014 - Present
Assurant Specialty Property October 2013 - November 2014
Georgia Institute of Technology September 2012 - October 2013
Invesco Ltd. June 2012 - September 2012
Egon Zehnder International January 2011 - February 2012
Wendy's/Arby's Group, Inc. October 2007 - January 2011
Real Commissions, LLC March 2006 - October 2007
Children's Healthcare of Atlanta January 2003 - March 2006
MCPc May 2002 - January 2003
Aon Hewitt June 1998 - April 2002
Skills
Administrative..., Leadership, Human Resources, Talent Acquisition, Outlook, Time Management, Budgets, Customer Service, Employee Relations, Team Building
Education
Indiana University Bloomington
Kennesaw State University
Russell Reynolds Associates November 2014 - Present
Assurant Specialty Property October 2013 - November 2014
Georgia Institute of Technology September 2012 - October 2013
Invesco Ltd. June 2012 - September 2012
Egon Zehnder International January 2011 - February 2012
Wendy's/Arby's Group, Inc. October 2007 - January 2011
Real Commissions, LLC March 2006 - October 2007
Children's Healthcare of Atlanta January 2003 - March 2006
MCPc May 2002 - January 2003
Aon Hewitt June 1998 - April 2002
Skills
Administrative..., Leadership, Human Resources, Talent Acquisition, Outlook, Time Management, Budgets, Customer Service, Employee Relations, Team Building
Education
Indiana University Bloomington
Kennesaw State University
Laura Tuttle Strickland's Invesco Ltd. Experience March 2011 - December 2012
Job Senior Tax Accountant / CPA Candidate
Industry Financial Services
Experience
Universal Weather and Aviation, Inc. December 2012 - February 2013
Invesco Ltd. March 2011 - December 2012
Invesco Ltd. March 2010 - March 2011
Invesco Ltd. August 2007 - March 2010
AIM Investments April 2006 - August 2007
Houston Casualty Company April 2005 - October 2005
Galtney Enterprises, Inc. February 2004 - April 2005
The Clerkley Watkins Group October 2002 - January 2004
Upper Kirby District 1999 - 2000
Skills
Tax, International Tax, Mutual Funds, Corporate Actions, Tax Research, Tax Return Preparation, Microsoft Office 2007, Accounting, Tax Accounting, Auditing, General Ledger, Corporate Tax, Tax Preparation, Income Tax, Financial Statements
Education
University of Houston-Downtown 2004 — 2007
Bachelor's of Business Adminstration, Accounting, 3.25
Houston Community College 2002 — 2004
Associate of Arts, Pre-Business, 3.2
Robert E. Lee High School 1996 — 1999
High School Diploma
Bronxville High School 1994 — 1996
Universal Weather and Aviation, Inc. December 2012 - February 2013
Invesco Ltd. March 2011 - December 2012
Invesco Ltd. March 2010 - March 2011
Invesco Ltd. August 2007 - March 2010
AIM Investments April 2006 - August 2007
Houston Casualty Company April 2005 - October 2005
Galtney Enterprises, Inc. February 2004 - April 2005
The Clerkley Watkins Group October 2002 - January 2004
Upper Kirby District 1999 - 2000
Skills
Tax, International Tax, Mutual Funds, Corporate Actions, Tax Research, Tax Return Preparation, Microsoft Office 2007, Accounting, Tax Accounting, Auditing, General Ledger, Corporate Tax, Tax Preparation, Income Tax, Financial Statements
Education
University of Houston-Downtown 2004 — 2007
Bachelor's of Business Adminstration, Accounting, 3.25
Houston Community College 2002 — 2004
Associate of Arts, Pre-Business, 3.2
Robert E. Lee High School 1996 — 1999
High School Diploma
Bronxville High School 1994 — 1996
Carla Minahan's Invesco Ltd. Experience 1999 - 2004
Job Investment Operations and Accounting Professional
Industry Investment Management
Experience
Lamkin Wealth Management November 2014 - Present
PNC Wealth Management March 2012 - April 2014
Cornerstone Techologies, LLC August 2011 - March 2012
Valhalla Capital Partners May 2006 - June 2009
Hilliard Lyons May 2005 - May 2006
Invesco Ltd. 1999 - 2004
Skills
Microsoft Excel, Trading, Equities, Investments, Fixed Income, Structured Products, Teamwork, Mutual Funds, Bloomberg, Investment Management, Finance, Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Financial Analysis, Microsoft Office, Customer Service
Education
Northern Virginia Community College 1994 — 1996
Associates, Applied Sciences
Indiana University Bloomington 1983 — 1984
Business Communications, Work toward general business degree
Lamkin Wealth Management November 2014 - Present
PNC Wealth Management March 2012 - April 2014
Cornerstone Techologies, LLC August 2011 - March 2012
Valhalla Capital Partners May 2006 - June 2009
Hilliard Lyons May 2005 - May 2006
Invesco Ltd. 1999 - 2004
Skills
Microsoft Excel, Trading, Equities, Investments, Fixed Income, Structured Products, Teamwork, Mutual Funds, Bloomberg, Investment Management, Finance, Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Financial Analysis, Microsoft Office, Customer Service
Education
Northern Virginia Community College 1994 — 1996
Associates, Applied Sciences
Indiana University Bloomington 1983 — 1984
Business Communications, Work toward general business degree
Ingrid Baker's Invesco Ltd. Experience February 1999 - Present
Job Head of Emerging Market Equities at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. February 1999 - Present
HSBC Asset Management September 1997 - January 1999
AIG Global Investment Group March 1994 - September 1997
AIG 1994 - 1997
Banco Santander de Negocios 1991 - 1994
Skills
Emerging Markets, Fixed Income, Bloomberg, Equities, Portfolio Management, Corporate Finance, Asset Management, Hedge Funds, Investments, Alternative Investments, Mergers & Acquisitions, Capital Markets, Risk Management, Equity Research, Investment Management, Private Equity, Mutual Funds, Valuation, Securities, Financial Modeling, Asset Allocation, Investment Banking, Financial Markets, Financial Structuring, Bonds, Investment Advisory, Investment Strategies, Equity Valuation, Wealth Management, Investor Relations, Due Diligence, Derivatives, Options, Trading, Structured Finance
Education
IESE Business School 1988 — 1990
MBA, Strategy
Oberlin College
Liberal Arts, International Politics
Invesco Ltd. February 1999 - Present
HSBC Asset Management September 1997 - January 1999
AIG Global Investment Group March 1994 - September 1997
AIG 1994 - 1997
Banco Santander de Negocios 1991 - 1994
Skills
Emerging Markets, Fixed Income, Bloomberg, Equities, Portfolio Management, Corporate Finance, Asset Management, Hedge Funds, Investments, Alternative Investments, Mergers & Acquisitions, Capital Markets, Risk Management, Equity Research, Investment Management, Private Equity, Mutual Funds, Valuation, Securities, Financial Modeling, Asset Allocation, Investment Banking, Financial Markets, Financial Structuring, Bonds, Investment Advisory, Investment Strategies, Equity Valuation, Wealth Management, Investor Relations, Due Diligence, Derivatives, Options, Trading, Structured Finance
Education
IESE Business School 1988 — 1990
MBA, Strategy
Oberlin College
Liberal Arts, International Politics
Daniel Krause's Invesco Ltd. Experience June 2010 - April 2011
Job Counterpoint Mutual Funds, LLC
Industry Financial Services
Experience
Counterpoint Mutual Funds, LLC February 2015 - Present
Sierra Investment Management May 2011 - January 2015
Invesco Ltd. June 2010 - April 2011
Van Kampen Investments April 2004 - June 2010
AllianceBernstein June 1999 - April 2004
OppenheimerFunds April 1997 - June 1999
Exchange Network Services Inc. August 1994 - March 1999
Merrill Lynch June 1996 - April 1997
Nicholas Applegate February 1995 - May 1996
Stephens Inc. April 1993 - February 1995
Skills
Mutual Funds, Series 7, Series 63, Series 6, ETFs, Alternative Investments, Asset Allocation, 401k, Series 65, Investment Advisory, Series 24, Wealth Management, Retirement Planning, Fixed Annuities, Investment Strategies, Securities, Retirement, Investments, Uniform Combined State..., Asset Managment, Equities, IRAs, Financial Services, FINRA, Asset Management
Education
John Carroll University
BS, Psychology
Counterpoint Mutual Funds, LLC February 2015 - Present
Sierra Investment Management May 2011 - January 2015
Invesco Ltd. June 2010 - April 2011
Van Kampen Investments April 2004 - June 2010
AllianceBernstein June 1999 - April 2004
OppenheimerFunds April 1997 - June 1999
Exchange Network Services Inc. August 1994 - March 1999
Merrill Lynch June 1996 - April 1997
Nicholas Applegate February 1995 - May 1996
Stephens Inc. April 1993 - February 1995
Skills
Mutual Funds, Series 7, Series 63, Series 6, ETFs, Alternative Investments, Asset Allocation, 401k, Series 65, Investment Advisory, Series 24, Wealth Management, Retirement Planning, Fixed Annuities, Investment Strategies, Securities, Retirement, Investments, Uniform Combined State..., Asset Managment, Equities, IRAs, Financial Services, FINRA, Asset Management
Education
John Carroll University
BS, Psychology
Brad Flaugher's Invesco Ltd. Experience July 2009 - September 2009
Job Chief Breadman at Bread Factory Studios
Industry Information Technology and Services
Experience
Bread Factory Studios August 2015 - Present
Offline Publishing LLC August 2013 - Present
London School of Economics 2011 - Present
RedCurrent June 2014 - August 2015
Walleye Trading August 2010 - August 2014
SRT Technologies October 2009 - August 2010
Invesco Ltd. July 2009 - September 2009
Kalamazoo College March 2006 - April 2009
BDO LLP July 2008 - September 2008
RMKI Research Institute September 2006 - September 2007
Education
The London School of Economics and Political Science (LSE) 2009 — 2010
MSc, Economic History
Kalamazoo College 2005 — 2009
BA, Honors Economics, Honors Computer Science
Bread Factory Studios August 2015 - Present
Offline Publishing LLC August 2013 - Present
London School of Economics 2011 - Present
RedCurrent June 2014 - August 2015
Walleye Trading August 2010 - August 2014
SRT Technologies October 2009 - August 2010
Invesco Ltd. July 2009 - September 2009
Kalamazoo College March 2006 - April 2009
BDO LLP July 2008 - September 2008
RMKI Research Institute September 2006 - September 2007
Education
The London School of Economics and Political Science (LSE) 2009 — 2010
MSc, Economic History
Kalamazoo College 2005 — 2009
BA, Honors Economics, Honors Computer Science
Jay McCraw, CIMA®, CAS's Invesco Ltd. Experience May 2007 - Present
Job Regional Vice President at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. May 2007 - Present
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Series 6, Series 65, ETFs, Alternative Investments, Fixed Annuities, Asset Allocation, Investments, 401k, Variable Annuities, Retirement Planning, Asset Managment, Retirement, Wealth Management, Investment Strategies
Education
Lamar University 1999 — 2000
Master of Science (MS)
Lamar University 1993 — 1997
Bachelor of Science (BS)
Invesco Ltd. May 2007 - Present
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Series 6, Series 65, ETFs, Alternative Investments, Fixed Annuities, Asset Allocation, Investments, 401k, Variable Annuities, Retirement Planning, Asset Managment, Retirement, Wealth Management, Investment Strategies
Education
Lamar University 1999 — 2000
Master of Science (MS)
Lamar University 1993 — 1997
Bachelor of Science (BS)
Jeffrey Kimont's Invesco Ltd. Experience 2011 - Present
Job Senior Developer at Invesco Ltd.
Industry Information Technology and Services
Experience
Invesco Ltd. 2011 - Present
Illinois Institute of Technology January 1994 - Present
Fry, Inc. September 2010 - January 2011
KMF Enterprises Inc. February 2008 - September 2010
Lucent Technologies April 1996 - September 2001
AT&T Bell Labs 1982 - 1996
Education
University of Illinois at Chicago 2005 — 2006
Masters Certificate, Bioengineering/Bioinformatics
North Central College 1987 — 1989
MCS, Computer Science
Illinois Institute of Technology 1986 — 1987
Computer Science
Midwest College of Engineering/IIT 1982 — 1986
BSEE, Electrical Engineering
Parkland College 1980 — 1982
AEET, Electronics Engineering Technology
John A. Logan College 1978 — 1980
AAS, Applied Science and Engineering
Invesco Ltd. 2011 - Present
Illinois Institute of Technology January 1994 - Present
Fry, Inc. September 2010 - January 2011
KMF Enterprises Inc. February 2008 - September 2010
Lucent Technologies April 1996 - September 2001
AT&T Bell Labs 1982 - 1996
Education
University of Illinois at Chicago 2005 — 2006
Masters Certificate, Bioengineering/Bioinformatics
North Central College 1987 — 1989
MCS, Computer Science
Illinois Institute of Technology 1986 — 1987
Computer Science
Midwest College of Engineering/IIT 1982 — 1986
BSEE, Electrical Engineering
Parkland College 1980 — 1982
AEET, Electronics Engineering Technology
John A. Logan College 1978 — 1980
AAS, Applied Science and Engineering
Anita Boyer's Invesco Ltd. Experience
Job Executive Assistant at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd.
Skills
Outlook, Customer Service, Access, PowerPoint, Microsoft Excel
Education
Lee College
Invesco Ltd.
Skills
Outlook, Customer Service, Access, PowerPoint, Microsoft Excel
Education
Lee College
Keith Ragland, CFA's Invesco Ltd. Experience August 2005 - May 2011
Job Portfolio Manager at Invesco
Industry Investment Management
Experience
Invesco May 2011 - Present
Invesco Ltd. August 2005 - May 2011
Skills
Portfolio Management
Education
Indiana University-Southeast
MBA
Indiana University-Southeast 1998 — 2001
Bachelors of Business, Finance
Invesco May 2011 - Present
Invesco Ltd. August 2005 - May 2011
Skills
Portfolio Management
Education
Indiana University-Southeast
MBA
Indiana University-Southeast 1998 — 2001
Bachelors of Business, Finance
Barclay Fuss's Invesco Ltd. Experience March 1999 - July 2005
Job Relationship Manager at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group January 2013 - Present
The Hartford April 2008 - December 2012
Merrill Lynch August 2005 - March 2008
Invesco Ltd. March 1999 - July 2005
Education
Miami University 1988 — 1992
Bachelor of Science (B.S.), Management: Organizational Behavior and Management Information Systems
MassMutual Financial Group January 2013 - Present
The Hartford April 2008 - December 2012
Merrill Lynch August 2005 - March 2008
Invesco Ltd. March 1999 - July 2005
Education
Miami University 1988 — 1992
Bachelor of Science (B.S.), Management: Organizational Behavior and Management Information Systems
Doug McGraw's Invesco Ltd. Experience December 2009 - March 2013
Job Portfolio Manager at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management March 2013 - Present
Invesco Ltd. December 2009 - March 2013
Morgan Stanley Investment Management 2003 - 2008
Morgan Stanley Investment Management 2001 - 2003
Peace Corps 1999 - 1999
Peace Corps 1996 - 1998
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
MBA, Investments
Miami University 1990 — 1994
B.S., Finance
Manulife Asset Management March 2013 - Present
Invesco Ltd. December 2009 - March 2013
Morgan Stanley Investment Management 2003 - 2008
Morgan Stanley Investment Management 2001 - 2003
Peace Corps 1999 - 1999
Peace Corps 1996 - 1998
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
MBA, Investments
Miami University 1990 — 1994
B.S., Finance
Bridget Benton, CPA's Invesco Ltd. Experience June 2010 - August 2010
Job Accountant at Global Payments
Industry Accounting
Experience
Global Payments February 2013 - May 2015
Kelley Boshell Toole & Ellison, LLP January 2011 - October 2012
Invesco Ltd. June 2010 - August 2010
True North Resource Advisors LLC April 2010 - July 2010
SunTrust Banks May 2009 - July 2009
Bath & Body Works October 2006 - November 2007
Silverbacks Soccer Club 2002 - 2006
Self-Employed April 1998 - October 2000
Leonard Nelms, CPA, PC March 1996 - September 1999
Skills
Accounting, Tax, Auditing, Internal Audit, Sales, Payroll, Internal Controls, QuickBooks, Accounts Payable, Financial Reporting, Accounts Receivable, Bookkeeping, Financial Accounting, Microsoft Excel, Financial Analysis, Budgets, Tax Preparation, GAAP, Finance, Leadership, Account Reconciliation, General Ledger, Sarbanes-Oxley Act, Financial Statements, Fixed Assets, Journal Entries, Peachtree, Bank Reconciliation, CPA, US GAAP, Piano Education, Piano Performance
Education
Kennesaw State University - Michael J. Coles College of Business 1999 — 2009
Bachelor of Business Administration in Accounting, Accounting
Global Payments February 2013 - May 2015
Kelley Boshell Toole & Ellison, LLP January 2011 - October 2012
Invesco Ltd. June 2010 - August 2010
True North Resource Advisors LLC April 2010 - July 2010
SunTrust Banks May 2009 - July 2009
Bath & Body Works October 2006 - November 2007
Silverbacks Soccer Club 2002 - 2006
Self-Employed April 1998 - October 2000
Leonard Nelms, CPA, PC March 1996 - September 1999
Skills
Accounting, Tax, Auditing, Internal Audit, Sales, Payroll, Internal Controls, QuickBooks, Accounts Payable, Financial Reporting, Accounts Receivable, Bookkeeping, Financial Accounting, Microsoft Excel, Financial Analysis, Budgets, Tax Preparation, GAAP, Finance, Leadership, Account Reconciliation, General Ledger, Sarbanes-Oxley Act, Financial Statements, Fixed Assets, Journal Entries, Peachtree, Bank Reconciliation, CPA, US GAAP, Piano Education, Piano Performance
Education
Kennesaw State University - Michael J. Coles College of Business 1999 — 2009
Bachelor of Business Administration in Accounting, Accounting
Jeffrey So, CPA's Invesco Ltd. Experience February 2015 - Present
Job Senior Business Intelligence Analyst at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. February 2015 - Present
Invesco August 2013 - January 2015
ING December 2010 - August 2013
ING September 2002 - December 2010
ING January 2000 - August 2002
Georgia-Pacific LLC January 1998 - January 2000
Skills
Hyperion Essbase, Microsoft SharePoint, Microsoft Excel, HFM, Internal Controls, Financial Modeling, Essbase, Hyperion Enterprise, Sarbanes-Oxley Act, SharePoint, Financial Analysis, Financial Reporting, US GAAP, Accounting, Insurance, PeopleSoft, Management, General Ledger, Variance Analysis, Consolidation, Finance, IFRS, SEC filings, Analysis, GAAP, Risk Management, Account Reconciliation, Corporate Finance, Process Improvement, Budgets, Financial Statements, Sarbanes-Oxley, CPA, External Audit, Financial Accounting, Internal Audit, Hyperion, SEC Filings, Auditing, Financial Planning, Forecasting, Investments, Financial Services
Education
Mercer University - Stetson School of Business and Economics 1994 — 1997
BBA, Accounting, Finance
Invesco Ltd. February 2015 - Present
Invesco August 2013 - January 2015
ING December 2010 - August 2013
ING September 2002 - December 2010
ING January 2000 - August 2002
Georgia-Pacific LLC January 1998 - January 2000
Skills
Hyperion Essbase, Microsoft SharePoint, Microsoft Excel, HFM, Internal Controls, Financial Modeling, Essbase, Hyperion Enterprise, Sarbanes-Oxley Act, SharePoint, Financial Analysis, Financial Reporting, US GAAP, Accounting, Insurance, PeopleSoft, Management, General Ledger, Variance Analysis, Consolidation, Finance, IFRS, SEC filings, Analysis, GAAP, Risk Management, Account Reconciliation, Corporate Finance, Process Improvement, Budgets, Financial Statements, Sarbanes-Oxley, CPA, External Audit, Financial Accounting, Internal Audit, Hyperion, SEC Filings, Auditing, Financial Planning, Forecasting, Investments, Financial Services
Education
Mercer University - Stetson School of Business and Economics 1994 — 1997
BBA, Accounting, Finance
DAWN WHITE BROWN's Invesco Ltd. Experience February 2000 - June 2001
Job Seeking Employment
Industry Financial Services
Experience
Merrill Lynch February 2004 - February 2009
Invesco Aim 1997 - 2009
AMVESCAP March 2003 - February 2004
AMVESCAP June 2001 - March 2003
Invesco Ltd. February 2000 - June 2001
Invesco Ltd. December 1997 - February 2000
Education
Morris Brown College 1989 — 1994
BS, Business Administration
Merrill Lynch February 2004 - February 2009
Invesco Aim 1997 - 2009
AMVESCAP March 2003 - February 2004
AMVESCAP June 2001 - March 2003
Invesco Ltd. February 2000 - June 2001
Invesco Ltd. December 1997 - February 2000
Education
Morris Brown College 1989 — 1994
BS, Business Administration
Lowell Holmes's Invesco Ltd. Experience 2010 - 2011
Job Senior ManagerTax Reporting at Caesars Entertainment Corporation
Industry Accounting
Experience
Caesars Entertainment Corporation 2013 - Present
Southwest Water Company (department outsourced) 2011 - 2012
Invesco Ltd. 2010 - 2011
Stewart Title 2008 - 2010
Dynegy (Bankrupt) 2005 - 2008
Westlake Chemical 2000 - 2005
Hagemeyer North America 1998 - 2000
Kaiser Aluminum (Bankrupt) 1995 - 1998
J.P. Morgan Chase 1992 - 1995
Ernst & Young January 1991 - May 1992
Skills
Tax Accounting, PeopleSoft, SAP, Corptax, Hyperion, OneSource, Forensic Accounting, Income Tax, Sales Tax, Property Tax, Accounting, Tax Compliance, Mergers, Tax Audits, Due Diligence, Excel, Tax, International Tax, Corporate Tax, Word, Tax Research, FIN 48, CPA, Tax Advisory, Sales & Use Tax, State Tax, Restructuring, Tax Law, Tax Preparation, Tax Returns, FAS 5, Financial Analysis, Tax Reporting, Forecasting, FAS109, Business Process..., Partnership Taxation, VAT, US Tax, Indirect Taxation, Corporate Tax Planning, Transfer Pricing, US GAAP, Fixed Assets, SEC filings, Internal Controls, Account Reconciliation, Financial Statements, Consolidation, Auditing
Education
Louisiana State University 1986 — 1990
B. S., Accounting
Caesars Entertainment Corporation 2013 - Present
Southwest Water Company (department outsourced) 2011 - 2012
Invesco Ltd. 2010 - 2011
Stewart Title 2008 - 2010
Dynegy (Bankrupt) 2005 - 2008
Westlake Chemical 2000 - 2005
Hagemeyer North America 1998 - 2000
Kaiser Aluminum (Bankrupt) 1995 - 1998
J.P. Morgan Chase 1992 - 1995
Ernst & Young January 1991 - May 1992
Skills
Tax Accounting, PeopleSoft, SAP, Corptax, Hyperion, OneSource, Forensic Accounting, Income Tax, Sales Tax, Property Tax, Accounting, Tax Compliance, Mergers, Tax Audits, Due Diligence, Excel, Tax, International Tax, Corporate Tax, Word, Tax Research, FIN 48, CPA, Tax Advisory, Sales & Use Tax, State Tax, Restructuring, Tax Law, Tax Preparation, Tax Returns, FAS 5, Financial Analysis, Tax Reporting, Forecasting, FAS109, Business Process..., Partnership Taxation, VAT, US Tax, Indirect Taxation, Corporate Tax Planning, Transfer Pricing, US GAAP, Fixed Assets, SEC filings, Internal Controls, Account Reconciliation, Financial Statements, Consolidation, Auditing
Education
Louisiana State University 1986 — 1990
B. S., Accounting
Michael Barron's Invesco Ltd. Experience 1998 - 2000
Job Senior Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon June 2013 - Present
ICC Capital January 2011 - June 2013
Revolution Capital July 2008 - January 2011
Knott Capital 2000 - 2008
Invesco Ltd. 1998 - 2000
Skills
Alternative Investments, Asset Management, Portfolio Management, Investments, Equities, Real Estate Investment, Sales Management, Hedge Funds, Mutual Funds, Coaching, Public Speaking, Publicity, Leadership, Team Building, Asset Managment, Wealth Management, Trading, Private Banking, Investment Properties, Investment Management, Wealth, Asset Allocation, Estate Planning
Education
Villanova University 1988 — 1991
BS, Business Admin/English
MIT 1999 — 2000
Commercial Real Estate Development & Finance
The Hill School 1983 — 1987
BNY Mellon June 2013 - Present
ICC Capital January 2011 - June 2013
Revolution Capital July 2008 - January 2011
Knott Capital 2000 - 2008
Invesco Ltd. 1998 - 2000
Skills
Alternative Investments, Asset Management, Portfolio Management, Investments, Equities, Real Estate Investment, Sales Management, Hedge Funds, Mutual Funds, Coaching, Public Speaking, Publicity, Leadership, Team Building, Asset Managment, Wealth Management, Trading, Private Banking, Investment Properties, Investment Management, Wealth, Asset Allocation, Estate Planning
Education
Villanova University 1988 — 1991
BS, Business Admin/English
MIT 1999 — 2000
Commercial Real Estate Development & Finance
The Hill School 1983 — 1987
Anne Levy, CISA's Invesco Ltd. Experience January 2012 - Present
Job Information Governance Manager at Novartis
Industry Medical Devices
Experience
Novartis March 2015 - Present
Invesco Ltd. January 2012 - Present
Invesco January 2010 - December 2011
AIM Investments February 2006 - December 2009
AIM investments January 2005 - February 2006
AIM Investments January 1998 - August 2000
MCI Corporation June 1989 - May 1996
Skills
Information Technology, Asset Managment, IT Risk Management, Identity Management, Database Monitoring, Asset Management, Sarbanes-Oxley Act, Governance, Internal Controls, Management, Analysis, Information Security, Risk Management, Business Analysis, Budgets, COBIT, IT Management, IT Audit, Enterprise Risk..., Integration, SDLC
Education
L.S.U.
Bachelor of Arts (B.A.), Journalism
Novartis March 2015 - Present
Invesco Ltd. January 2012 - Present
Invesco January 2010 - December 2011
AIM Investments February 2006 - December 2009
AIM investments January 2005 - February 2006
AIM Investments January 1998 - August 2000
MCI Corporation June 1989 - May 1996
Skills
Information Technology, Asset Managment, IT Risk Management, Identity Management, Database Monitoring, Asset Management, Sarbanes-Oxley Act, Governance, Internal Controls, Management, Analysis, Information Security, Risk Management, Business Analysis, Budgets, COBIT, IT Management, IT Audit, Enterprise Risk..., Integration, SDLC
Education
L.S.U.
Bachelor of Arts (B.A.), Journalism
Jude Dant, CIPM's Invesco Ltd. Experience October 2004 - March 2013
Job Account Onboarding Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco March 2013 - Present
Invesco Ltd. October 2004 - March 2013
Invesco Ltd. February 2002 - October 2004
Hilliard Lyons July 2000 - February 2002
Skills
Data Analysis, Performance Analysis, Series 7, Institutional..., Performance Measurement
Education
Murray State University 1996 — 2000
Bachelors, Finance
Trinity High School
Invesco March 2013 - Present
Invesco Ltd. October 2004 - March 2013
Invesco Ltd. February 2002 - October 2004
Hilliard Lyons July 2000 - February 2002
Skills
Data Analysis, Performance Analysis, Series 7, Institutional..., Performance Measurement
Education
Murray State University 1996 — 2000
Bachelors, Finance
Trinity High School
Linda Thoun Maxwell's Invesco Ltd. Experience August 2011 - October 2013
Job Product Operations Marketer at Invesco US
Industry Investment Management
Experience
Invesco US March 2015 - Present
Invesco October 2013 - February 2015
Invesco Ltd. August 2011 - October 2013
Invesco Ltd. October 2007 - August 2011
Invesco Ltd. September 2006 - August 2007
Saltgrass Steakhouse May 2002 - October 2006
Havin's & Associates September 2001 - 2003
Skills
Mutual Funds, Product Marketing, Project Management, Continuous Improvement, Time Management, Microsoft Office, Series 6, Client Services, Team Leadership, Institutional..., Financial Services, Closed-end Funds, Money Market Funds, Institutional Investors, Client Education, Client Service Oriented, Highly detail oriented, Efficiency, Organization, Mentoring
Education
University of Houston 2012 — 2015
Master of Business Administration (M.B.A.), 3.9 GPA
University of Houston 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
Midland College 2000 — 2002
General Studies
Invesco US March 2015 - Present
Invesco October 2013 - February 2015
Invesco Ltd. August 2011 - October 2013
Invesco Ltd. October 2007 - August 2011
Invesco Ltd. September 2006 - August 2007
Saltgrass Steakhouse May 2002 - October 2006
Havin's & Associates September 2001 - 2003
Skills
Mutual Funds, Product Marketing, Project Management, Continuous Improvement, Time Management, Microsoft Office, Series 6, Client Services, Team Leadership, Institutional..., Financial Services, Closed-end Funds, Money Market Funds, Institutional Investors, Client Education, Client Service Oriented, Highly detail oriented, Efficiency, Organization, Mentoring
Education
University of Houston 2012 — 2015
Master of Business Administration (M.B.A.), 3.9 GPA
University of Houston 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
Midland College 2000 — 2002
General Studies
Laura Janssen's Invesco Ltd. Experience 2010 - 2011
Job Sales Analyst at RockPile Energy Services
Industry Oil & Energy
Experience
RockPile Energy Services June 2014 - May 2015
Jones Lang LaSalle May 2013 - April 2014
BDO USA, LLP January 2012 - May 2013
Invesco Ltd. 2010 - 2011
Invesco Ltd. 2008 - 2010
Iron Data Solutions December 2007 - September 2008
Smiley Bishop & Porter LLP January 2006 - December 2007
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, Month End Close, Year-end Close, Internal Audit, External Audit, Internal & External..., Financial Reporting, SEC Financial Reporting, Hyperion Planning, Internal Financial..., Variance Analysis, Variance Explanations, General Ledger, Cash Flow Statements, Audit Reports, Auditing, Recruiting, Account Reconciliation, Accounts Receivable, Accounts Payable, Revenue Recognition, Revenue Forecasting, Revenue Analysis, Internal Controls, Budget Forecasts, Microsoft Excel, MS Excel Pivot Tables, Vlookup, Oracle, Hyperion Enterprise, Blackline, APT, nVision, Agriculture, Fixed Assets, Journal Entries, US GAAP, Financial Audits, Financial Statement..., Invoicing, Project Management, Accruals, Corporate Finance, Forecasting
Education
Kennesaw State University - Michael J. Coles College of Business
Middle Georgia College
Middle Georgia College
RockPile Energy Services June 2014 - May 2015
Jones Lang LaSalle May 2013 - April 2014
BDO USA, LLP January 2012 - May 2013
Invesco Ltd. 2010 - 2011
Invesco Ltd. 2008 - 2010
Iron Data Solutions December 2007 - September 2008
Smiley Bishop & Porter LLP January 2006 - December 2007
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, Month End Close, Year-end Close, Internal Audit, External Audit, Internal & External..., Financial Reporting, SEC Financial Reporting, Hyperion Planning, Internal Financial..., Variance Analysis, Variance Explanations, General Ledger, Cash Flow Statements, Audit Reports, Auditing, Recruiting, Account Reconciliation, Accounts Receivable, Accounts Payable, Revenue Recognition, Revenue Forecasting, Revenue Analysis, Internal Controls, Budget Forecasts, Microsoft Excel, MS Excel Pivot Tables, Vlookup, Oracle, Hyperion Enterprise, Blackline, APT, nVision, Agriculture, Fixed Assets, Journal Entries, US GAAP, Financial Audits, Financial Statement..., Invoicing, Project Management, Accruals, Corporate Finance, Forecasting
Education
Kennesaw State University - Michael J. Coles College of Business
Middle Georgia College
Middle Georgia College
Charles D. Shepherd, CFA's Invesco Ltd. Experience 2000 - 2004
Job Senior Vice President/Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust 2009 - Present
Wachovia, A Wells Fargo Company 2006 - 2009
Fifth Third 2005 - 2006
National City 2004 - 2005
Invesco Ltd. 2000 - 2004
First Union 1996 - 2000
North Carolina Trust 1993 - 1996
SunTrust Bank 1988 - 1993
Skills
Separately Managed..., Asset Allocation, Managed Accounts, High Net Worth..., Portfolios, Investment Strategies, Investment Advisory, Mutual Funds
Education
Millsaps College 1984 — 1988
BBA, Business & Finance
Washington School 1980 — 1984
High School, High School Diploma
U.S. Trust 2009 - Present
Wachovia, A Wells Fargo Company 2006 - 2009
Fifth Third 2005 - 2006
National City 2004 - 2005
Invesco Ltd. 2000 - 2004
First Union 1996 - 2000
North Carolina Trust 1993 - 1996
SunTrust Bank 1988 - 1993
Skills
Separately Managed..., Asset Allocation, Managed Accounts, High Net Worth..., Portfolios, Investment Strategies, Investment Advisory, Mutual Funds
Education
Millsaps College 1984 — 1988
BBA, Business & Finance
Washington School 1980 — 1984
High School, High School Diploma
Jose Sagbini's Invesco Ltd. Experience September 2010 - Present
Job Corp Action Analyst at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. September 2010 - Present
Van Kampen Investments 2003 - 2010
Education
University of St. Thomas (TX) 2006 — 2008
Master of Business Administration (MBA), International Business
Houston Baptist University 1998 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
Invesco Ltd. September 2010 - Present
Van Kampen Investments 2003 - 2010
Education
University of St. Thomas (TX) 2006 — 2008
Master of Business Administration (MBA), International Business
Houston Baptist University 1998 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
Martin J. McFadden's Invesco Ltd. Experience January 2001 - June 2001
Job Vice President
Industry Financial Services
Experience
First Trust Portfolios L.P. April 2010 - Present
First Trust Portfolios L.P. July 2003 - April 2010
First Trust Portfolios Canada June 2002 - June 2003
First Trust Portfolios L.P. June 2001 - June 2002
Invesco Ltd. January 2001 - June 2001
Skills
Series 7, Series 63, Canadian Securities..., National Speaker
Education
Indiana University Bloomington 1996 — 2000
Bachelor of Arts (B.A.), Journalism and Business
Mount Carmel High School 1992 — 1996
First Trust Portfolios L.P. April 2010 - Present
First Trust Portfolios L.P. July 2003 - April 2010
First Trust Portfolios Canada June 2002 - June 2003
First Trust Portfolios L.P. June 2001 - June 2002
Invesco Ltd. January 2001 - June 2001
Skills
Series 7, Series 63, Canadian Securities..., National Speaker
Education
Indiana University Bloomington 1996 — 2000
Bachelor of Arts (B.A.), Journalism and Business
Mount Carmel High School 1992 — 1996
Robert Decina's Invesco Ltd. Experience 1995 - 2012
Job Investment Management Professional
Industry Investment Management
Experience
Invesco Ltd. 1995 - 2012
Education
NYU 1971 — 1974
Bachelor of Science (BSc), Information Technology
BrookdaleCommunity College 1968 — 1971
Associate of Arts and Sciences (AAS), Information Technology
Invesco Ltd. 1995 - 2012
Education
NYU 1971 — 1974
Bachelor of Science (BSc), Information Technology
BrookdaleCommunity College 1968 — 1971
Associate of Arts and Sciences (AAS), Information Technology
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group