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
Jennifer Gilmore Jennifer Gilmore's Invesco Ltd. Experience 2007 - Present
Job Head of Stable Value Portfolio Management at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. 2007 - Present
Education
Rollins College - Crummer Graduate School of Business 2007 — 2009
Master of Business Administration (MBA), Finance, General
Transylvania University 2003 — 2007
Bachelor's degree, Finance, General
Invesco Ltd. 2007 - Present
Education
Rollins College - Crummer Graduate School of Business 2007 — 2009
Master of Business Administration (MBA), Finance, General
Transylvania University 2003 — 2007
Bachelor's degree, Finance, General
Bryan Beasley Bryan Beasley's Invesco Ltd. Experience 2011 - 2013
Job Financial Advisor
Industry Investment Management
Experience
Merrill Lynch 2014 - Present
AmWINS Group 2013 - 2014
Invesco Ltd. 2011 - 2013
Education
Rice University 2007 — 2011
Bachelor's degree, Economics
Texas A&M University 2006 — 2007
Merrill Lynch 2014 - Present
AmWINS Group 2013 - 2014
Invesco Ltd. 2011 - 2013
Education
Rice University 2007 — 2011
Bachelor's degree, Economics
Texas A&M University 2006 — 2007
Dominique Ware Dominique Ware's Invesco Ltd. Experience June 2012 - August 2012
Job Technical Project Manager at Conversant, Inc.
Industry Financial Services
Experience
Conversant, Inc. June 2014 - Present
DTZ, a UGL company June 2013 - August 2013
Invesco Ltd June 2012 - August 2012
Andy's Frozen Custard March 2006 - February 2008
Skills
Python, SQL, JavaScript, Node.js, Time Management, Teamwork, Leadership, Microsoft Word, Team Leadership, Critical Thinking, Dog Walking
Education
Northern Illinois University 2013 — 2014
Master of Science in Management Information Systems
Northern Illinois University 2009 — 2013
Bachelor of Science, Finance
plainfield north
Conversant, Inc. June 2014 - Present
DTZ, a UGL company June 2013 - August 2013
Invesco Ltd June 2012 - August 2012
Andy's Frozen Custard March 2006 - February 2008
Skills
Python, SQL, JavaScript, Node.js, Time Management, Teamwork, Leadership, Microsoft Word, Team Leadership, Critical Thinking, Dog Walking
Education
Northern Illinois University 2013 — 2014
Master of Science in Management Information Systems
Northern Illinois University 2009 — 2013
Bachelor of Science, Finance
plainfield north
Mark Kusnir Mark Kusnir's Invesco Ltd. Experience December 2006 - March 2010
Job Retirement Living
Industry Investment Management
Experience
Retirement Living May 2009 - Present
Invesco Ltd. December 2006 - March 2010
Invesco 2001 - 2006
INVESCO/AIM Investments December 1996 - July 2001
Claremont Technology Group August 1992 - November 1996
Federated Investors, Inc. July 1982 - August 1992
Skills
Investment Management..., Investment Technologies, Offshore Outsourcing, Project Management, Information Technology, Contractual Agreements, Consulting, Vendor Management, Outsourcing, CRM, Management, IT Strategy, Financial Services, Software Project..., Investments, Portfolio Management, Strategy, Capital Markets, Program Management, Asset Management, Business Analysis, SDLC, Operations Management, Leadership, Business Process..., Risk Management, Process Improvement, Disaster Recovery
Education
Penn State University 1977 — 1980
BS, Accounting
Retirement Living May 2009 - Present
Invesco Ltd. December 2006 - March 2010
Invesco 2001 - 2006
INVESCO/AIM Investments December 1996 - July 2001
Claremont Technology Group August 1992 - November 1996
Federated Investors, Inc. July 1982 - August 1992
Skills
Investment Management..., Investment Technologies, Offshore Outsourcing, Project Management, Information Technology, Contractual Agreements, Consulting, Vendor Management, Outsourcing, CRM, Management, IT Strategy, Financial Services, Software Project..., Investments, Portfolio Management, Strategy, Capital Markets, Program Management, Asset Management, Business Analysis, SDLC, Operations Management, Leadership, Business Process..., Risk Management, Process Improvement, Disaster Recovery
Education
Penn State University 1977 — 1980
BS, Accounting
Angie Russell Angie Russell's Invesco Ltd. Experience September 1999 - October 2012
Job Indepent Skin Care Consultant Esthetics Permanent Makeup Artist
Industry Health, Wellness and Fitness
Experience
Kyle Angelle State Farm April 2014 - April 2015
Invesco Ltd. September 1999 - October 2012
Skills
Series 7, Series 65, Series 63, Series 6, Licensed Property &..., Licensed Life & Health..., Risk Management, Mutual Funds, Retirement, Asset Allocation, Investments, Separately Managed..., ETFs, Manage client..., Investment Strategies, Alternative Investments, Business Relationship..., 401k, Retirement Planning
Education
San Jacinto College 2015 — 2016
Esthetics
University of Houston 2006 — 2010
PMU Training
Basic and Advanced Micropigmentation
Kyle Angelle State Farm April 2014 - April 2015
Invesco Ltd. September 1999 - October 2012
Skills
Series 7, Series 65, Series 63, Series 6, Licensed Property &..., Licensed Life & Health..., Risk Management, Mutual Funds, Retirement, Asset Allocation, Investments, Separately Managed..., ETFs, Manage client..., Investment Strategies, Alternative Investments, Business Relationship..., 401k, Retirement Planning
Education
San Jacinto College 2015 — 2016
Esthetics
University of Houston 2006 — 2010
PMU Training
Basic and Advanced Micropigmentation
Brett Grooms, MBA Brett Grooms, MBA's Invesco Ltd. Experience 1995 - 2003
Job Manager, Data Center Services Americas at Pearson
Industry Environmental Services
Experience
Pearson August 2015 - Present
Pearson Education August 2013 - August 2015
ARCADIS U.S. September 2003 - September 2013
SI International April 2003 - September 2003
Invesco Ltd. 1995 - 2003
Skills
IT Strategy, IT Management, IT Service Management, IT Operations, Windows Server 2008, Exchange Server 2010, Exchange Server 2007, Email Hosting, VMware ESX, Hyper-V, Data Center Architecture, Data Center Relocation, Windows 7, Active Directory, DNS, Mechanical, Data Center, Microsoft Exchange, Windows Server, Infrastructure, ITIL v3 Foundations..., Hardware, Disaster Recovery, Enterprise Software, Networking, SharePoint, Network Administration, System Administration, Citrix, VMware, rightsourcing, Virtualization, SAN, Strategy, Storage Area Networks, Microsoft Technologies, Integration
Education
Regis University 2005 — 2011
Masters, Business Administration
University of Colorado at Denver 1997 — 1999
BA, Business Information Systems
Oklahoma State University 1995 — 1997
Accounting
Pearson August 2015 - Present
Pearson Education August 2013 - August 2015
ARCADIS U.S. September 2003 - September 2013
SI International April 2003 - September 2003
Invesco Ltd. 1995 - 2003
Skills
IT Strategy, IT Management, IT Service Management, IT Operations, Windows Server 2008, Exchange Server 2010, Exchange Server 2007, Email Hosting, VMware ESX, Hyper-V, Data Center Architecture, Data Center Relocation, Windows 7, Active Directory, DNS, Mechanical, Data Center, Microsoft Exchange, Windows Server, Infrastructure, ITIL v3 Foundations..., Hardware, Disaster Recovery, Enterprise Software, Networking, SharePoint, Network Administration, System Administration, Citrix, VMware, rightsourcing, Virtualization, SAN, Strategy, Storage Area Networks, Microsoft Technologies, Integration
Education
Regis University 2005 — 2011
Masters, Business Administration
University of Colorado at Denver 1997 — 1999
BA, Business Information Systems
Oklahoma State University 1995 — 1997
Accounting
Michelle Agostine's Invesco Ltd. Experience April 1995 - January 1996
Job SVP, Integrated Marketing
Industry Financial Services
Experience
Aequitas Capital Management June 2014 - Present
RBO & Co. August 2012 - May 2014
RS Investments March 2008 - July 2012
Duckhorn Wine Company September 2004 - January 2008
Janus Capital Group January 1998 - April 2004
Founders Asset Management January 1996 - January 1998
Invesco Ltd. April 1995 - January 1996
Chiat/Day April 1994 - April 1995
Skills
Mutual Funds, Marketing, Marketing Communications, Marketing Strategy, Asset Managment, Investments, Email Marketing, Investor Relations, CRM, Relationship Management, Integrated Marketing, Product Marketing, Investment Management, Leadership, Creative Direction, Asset Management, E-commerce, Advertising
Education
Pepperdine University 1990 — 1994
BA, Advertising, Communications, Business
The Hockaday School 1987 — 1990
High School
Aequitas Capital Management June 2014 - Present
RBO & Co. August 2012 - May 2014
RS Investments March 2008 - July 2012
Duckhorn Wine Company September 2004 - January 2008
Janus Capital Group January 1998 - April 2004
Founders Asset Management January 1996 - January 1998
Invesco Ltd. April 1995 - January 1996
Chiat/Day April 1994 - April 1995
Skills
Mutual Funds, Marketing, Marketing Communications, Marketing Strategy, Asset Managment, Investments, Email Marketing, Investor Relations, CRM, Relationship Management, Integrated Marketing, Product Marketing, Investment Management, Leadership, Creative Direction, Asset Management, E-commerce, Advertising
Education
Pepperdine University 1990 — 1994
BA, Advertising, Communications, Business
The Hockaday School 1987 — 1990
High School
Tim Butler, CIMA®'s Invesco Ltd. Experience 2010 - July 2013
Job Regional Vice President at Keeley Funds
Industry Investment Management
Experience
Keeley funds July 2013 - Present
Invesco Ltd. 2010 - July 2013
Invesco Ltd. 2006 - 2010
Skills
Investments, Mutual Funds, Asset Allocation, Customer Relations, Series 7, Series 6, Series 66, Separately Managed..., ETFs, Wholesaling, Consultative Selling, Account Management, New Business Development, Retirement, Asset Management, Portfolio Management, Investment Strategies, Alternative Investments, Customer Service, Retirement Planning, Uniform Combined State..., Wealth Management, Wholesale
Education
Sam Houston State University 2002 — 2006
B.B.A, Business
Jersey Village
Keeley funds July 2013 - Present
Invesco Ltd. 2010 - July 2013
Invesco Ltd. 2006 - 2010
Skills
Investments, Mutual Funds, Asset Allocation, Customer Relations, Series 7, Series 6, Series 66, Separately Managed..., ETFs, Wholesaling, Consultative Selling, Account Management, New Business Development, Retirement, Asset Management, Portfolio Management, Investment Strategies, Alternative Investments, Customer Service, Retirement Planning, Uniform Combined State..., Wealth Management, Wholesale
Education
Sam Houston State University 2002 — 2006
B.B.A, Business
Jersey Village
Tank Wang's Invesco Ltd. Experience August 2014 - Present
Job Real Estate Valuation Analyst at Invesco
Industry Real Estate
Experience
Invesco Ltd. August 2014 - Present
Richland Investments May 2013 - July 2014
CDH Investments July 2011 - August 2011
China International Fund Management Co., Ltd June 2010 - July 2010
RMG Connect May 2008 - July 2008
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Microsoft Excel, Economics, Valuation, PowerPoint, Microsoft Word, Bloomberg, Corporate Finance, Finance, Mandarin, Accounting, English, Capital Markets, Investment Banking, Data Analysis, Investments, Portfolio Management, Customer Service
Education
Southern Methodist University 2012 — 2013
Master's degree, Finance, General
Penn State University 2008 — 2012
Bachelor of Science (BS), Economics, 3.7
Invesco Ltd. August 2014 - Present
Richland Investments May 2013 - July 2014
CDH Investments July 2011 - August 2011
China International Fund Management Co., Ltd June 2010 - July 2010
RMG Connect May 2008 - July 2008
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Microsoft Excel, Economics, Valuation, PowerPoint, Microsoft Word, Bloomberg, Corporate Finance, Finance, Mandarin, Accounting, English, Capital Markets, Investment Banking, Data Analysis, Investments, Portfolio Management, Customer Service
Education
Southern Methodist University 2012 — 2013
Master's degree, Finance, General
Penn State University 2008 — 2012
Bachelor of Science (BS), Economics, 3.7
Patrick Lawler's Invesco Ltd. Experience July 2015 - Present
Job Invesco Real Estate
Industry Real Estate
Experience
Invesco Ltd. July 2015 - Present
Beacon Capital Partners June 2014 - August 2014
GI Partners August 2011 - July 2013
Deutsche Bank January 2010 - August 2011
Seven Hills Partners June 2008 - January 2010
Skills
Investment Banking, Valuation, Venture Capital, Financial Modeling, Private Equity, LBO, Corporate Development, Corporate Finance, Business Development, Strategic Planning, Capital Markets, Mergers, Emerging Markets, M
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Stanford University 2004 — 2008
BA, Economics
Invesco Ltd. July 2015 - Present
Beacon Capital Partners June 2014 - August 2014
GI Partners August 2011 - July 2013
Deutsche Bank January 2010 - August 2011
Seven Hills Partners June 2008 - January 2010
Skills
Investment Banking, Valuation, Venture Capital, Financial Modeling, Private Equity, LBO, Corporate Development, Corporate Finance, Business Development, Strategic Planning, Capital Markets, Mergers, Emerging Markets, M
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Stanford University 2004 — 2008
BA, Economics
Andrew Will Andrew Will's Invesco Ltd. Experience August 2008 - November 2008
Job International Investment Strategist
Industry Investment Management
Experience
Hartford Investment Management September 2011 - Present
Invesco Ltd. August 2008 - November 2008
Skills
Portfolio Management, Investments, Fixed Income, Bloomberg, Asset Management, Investment Management, Investment Strategies, Mutual Funds, Financial Modeling, Capital Markets, Bonds, Bloomberg Terminal, Research, Analysis
Education
The Ohio State University 2009 — 2011
M.S., Applied Economics
Ohio Wesleyan University 2005 — 2009
B.A., Economics / Finance
Hartford Investment Management September 2011 - Present
Invesco Ltd. August 2008 - November 2008
Skills
Portfolio Management, Investments, Fixed Income, Bloomberg, Asset Management, Investment Management, Investment Strategies, Mutual Funds, Financial Modeling, Capital Markets, Bonds, Bloomberg Terminal, Research, Analysis
Education
The Ohio State University 2009 — 2011
M.S., Applied Economics
Ohio Wesleyan University 2005 — 2009
B.A., Economics / Finance
Lisa Cosentino-Robson Lisa Cosentino-Robson's Invesco Ltd. Experience May 2007 - March 2012
Job Dealer Relations Manager, Operations , Communications Manager
Industry Financial Services
Experience
Sun Life Global Investments November 2012 - Present
Invesco Ltd. May 2007 - March 2012
Invesco Ltd. May 2007 - March 2012
Invesco May 2007 - March 2012
Invesco Ltd. May 2004 - May 2007
Invesco Ltd. June 2000 - April 2004
Comtech January 1997 - June 2000
Skills
Instructional Design, Project Management, Operations Management, Customer Service, Customer Satisfaction, Customer Experience, Customer Retention, HTML, Dreamweaver, Flash, Photoshop, Microsoft Office, Strategic Communications, Mutual fund Operations, Relationship management, Sales Operations, Business Development, Team Building, Sales, Financial Services, Teamwork, Wealth Management, Coaching, Training
Education
Sheridan College 2009 — 2012
Project Management Certification
IFIC - investment funds in Canada
York University
Sun Life Global Investments November 2012 - Present
Invesco Ltd. May 2007 - March 2012
Invesco Ltd. May 2007 - March 2012
Invesco May 2007 - March 2012
Invesco Ltd. May 2004 - May 2007
Invesco Ltd. June 2000 - April 2004
Comtech January 1997 - June 2000
Skills
Instructional Design, Project Management, Operations Management, Customer Service, Customer Satisfaction, Customer Experience, Customer Retention, HTML, Dreamweaver, Flash, Photoshop, Microsoft Office, Strategic Communications, Mutual fund Operations, Relationship management, Sales Operations, Business Development, Team Building, Sales, Financial Services, Teamwork, Wealth Management, Coaching, Training
Education
Sheridan College 2009 — 2012
Project Management Certification
IFIC - investment funds in Canada
York University
Gordon Snider Gordon Snider's Invesco Ltd. Experience January 1998 - June 2005
Job Regional Manager at McCamish Systems, an Infosys Company
Industry Financial Services
Experience
McCamish Systems, an Infosys Company March 2012 - Present
East Broad Street LLC 2000 - Present
T. Rowe Price December 2011 - February 2012
SunGard Global Services March 2010 - October 2011
The Hartford April 2008 - January 2010
Merrill Lynch July 2005 - March 2008
Invesco Ltd. January 1998 - June 2005
Aon Consulting January 1994 - December 1997
T Rowe Price May 1987 - December 1993
Skills
401k, Retirement, Pensions, Investments, Mutual Funds, Retirement Planning, Employee Benefits, Defined Benefit, Financial Services, Business Analysis, Risk Management, Business Planning, Business Development, Outsourcing, CRM, Process Improvement, Business Process..., Management, Relationship Management, Insurance, Strategic Financial..., Leadership, Vendor Management, Wealth Management
Education
Penn State University 1983 — 1987
BS, Economics
St. Paul's School 1979 — 1983
McCamish Systems, an Infosys Company March 2012 - Present
East Broad Street LLC 2000 - Present
T. Rowe Price December 2011 - February 2012
SunGard Global Services March 2010 - October 2011
The Hartford April 2008 - January 2010
Merrill Lynch July 2005 - March 2008
Invesco Ltd. January 1998 - June 2005
Aon Consulting January 1994 - December 1997
T Rowe Price May 1987 - December 1993
Skills
401k, Retirement, Pensions, Investments, Mutual Funds, Retirement Planning, Employee Benefits, Defined Benefit, Financial Services, Business Analysis, Risk Management, Business Planning, Business Development, Outsourcing, CRM, Process Improvement, Business Process..., Management, Relationship Management, Insurance, Strategic Financial..., Leadership, Vendor Management, Wealth Management
Education
Penn State University 1983 — 1987
BS, Economics
St. Paul's School 1979 — 1983
Victor Carter Victor Carter's Invesco Ltd. Experience June 2008 - January 2013
Job IT Specialist at Berkeley Research Group LLC
Industry Research
Experience
Berkeley Research Group LLC June 2013 - Present
Invesco Ltd. June 2008 - January 2013
Invesco September 2003 - June 2008
Skills
Remote Access Solutions, Citrix, Dreamweaver, Informix, Autosys, HP Openview, ITIL, Active Directory, Business Objects, Portia, RSA SecurID, IBM Director, Windows 7, Windows XP Professional, Mac OS X, VMware Fusion, VMware Infrastructure, BMC Remedy, Visual Basic, Borland C++, MS Office Suite, Workload Control..., XenCenter, Microsoft Office 2010, Veritas NetBackup, Solarwinds, SCCM, Netbackup, Hardware, Data Center, Office 2010, Technical Support, XP, Help Desk Support, Troubleshooting, Servers, Windows XP, Disaster Recovery, Microsoft Office, Networking, Windows Server
Education
Our Lady of the Lake University 1999 — 2003
Bachelor of Science (BS), Computer Information Systems, 3.5
Texas Southern University 1993 — 1995
Pre Pharmacy
Berkeley Research Group LLC June 2013 - Present
Invesco Ltd. June 2008 - January 2013
Invesco September 2003 - June 2008
Skills
Remote Access Solutions, Citrix, Dreamweaver, Informix, Autosys, HP Openview, ITIL, Active Directory, Business Objects, Portia, RSA SecurID, IBM Director, Windows 7, Windows XP Professional, Mac OS X, VMware Fusion, VMware Infrastructure, BMC Remedy, Visual Basic, Borland C++, MS Office Suite, Workload Control..., XenCenter, Microsoft Office 2010, Veritas NetBackup, Solarwinds, SCCM, Netbackup, Hardware, Data Center, Office 2010, Technical Support, XP, Help Desk Support, Troubleshooting, Servers, Windows XP, Disaster Recovery, Microsoft Office, Networking, Windows Server
Education
Our Lady of the Lake University 1999 — 2003
Bachelor of Science (BS), Computer Information Systems, 3.5
Texas Southern University 1993 — 1995
Pre Pharmacy
Lori Comanich Lori Comanich's Invesco Ltd. Experience November 2010 - May 2013
Job Project Team Manager and Internal Consultant at Invesco
Industry Financial Services
Experience
Invesco May 2013 - Present
Invesco Ltd. November 2010 - May 2013
Ameriprise Financial March 2010 - October 2010
ESHBACH & COMpany December 2005 - March 2010
2003-2005 2003 - 2005
AIM Investments January 2000 - January 2003
Jackson National Life January 1999 - January 2000
AIM Investments January 1996 - January 1999
Skills
Investments, Management, Business Development, Leadership, Strategy, Training, Mutual Funds, Marketing, Financial Services, Series 7, Strategic Planning, Strategic Financial..., Program Management, Sales, Product Marketing
Education
Sam Houston State University
University of Houston-Clear Lake
BACHELOR, BUSINESS ADMINISTRATION; Business Management
Invesco May 2013 - Present
Invesco Ltd. November 2010 - May 2013
Ameriprise Financial March 2010 - October 2010
ESHBACH & COMpany December 2005 - March 2010
2003-2005 2003 - 2005
AIM Investments January 2000 - January 2003
Jackson National Life January 1999 - January 2000
AIM Investments January 1996 - January 1999
Skills
Investments, Management, Business Development, Leadership, Strategy, Training, Mutual Funds, Marketing, Financial Services, Series 7, Strategic Planning, Strategic Financial..., Program Management, Sales, Product Marketing
Education
Sam Houston State University
University of Houston-Clear Lake
BACHELOR, BUSINESS ADMINISTRATION; Business Management
Michel Arcand Michel Arcand's Invesco Ltd. Experience August 2000 - August 2007
Job Principal at IN8 Design Inc.
Industry Design
Experience
IN8 Design Inc. July 2009 - Present
Cannon Design August 2007 - July 2009
Invesco Ltd. August 2000 - August 2007
Rice Brydone Limited October 1997 - September 2000
Cecconi Simone October 1992 - August 1997
Skills
Space planning, Furniture, Interior Architecture, Space-planning, Project Management, Project Planning, LEED AP, Furnishings, Interior Design, Submittals, Construction Management, Design Research, Rendering, AutoCAD, Sustainable Design, Residential Design
Education
Ryerson University 1982 — 1986
BAAID, Interior Design
IN8 Design Inc. July 2009 - Present
Cannon Design August 2007 - July 2009
Invesco Ltd. August 2000 - August 2007
Rice Brydone Limited October 1997 - September 2000
Cecconi Simone October 1992 - August 1997
Skills
Space planning, Furniture, Interior Architecture, Space-planning, Project Management, Project Planning, LEED AP, Furnishings, Interior Design, Submittals, Construction Management, Design Research, Rendering, AutoCAD, Sustainable Design, Residential Design
Education
Ryerson University 1982 — 1986
BAAID, Interior Design
Tracy Liberatore's Invesco Ltd. Experience October 2000 - July 2006
Job VP North American and Corporate Controller at Reader's Digest Association
Industry Media Production
Experience
Reader's Digest Association December 2013 - Present
Reader's Digest Association January 2012 - December 2013
Reader's Digest Association October 2010 - January 2012
Reader's Digest Association February 2008 - October 2010
Reader's Digest Association August 2006 - February 2008
Invesco Ltd. October 2000 - July 2006
Ernst & Young September 1997 - January 2000
Skills
US GAAP reporting, Financial Reporting, Accounting, Investor Relations..., Oracle E-Business Suite, SEC filings, Monthly Close Process, Project Management, Sarbanes-Oxley, Internal Controls, Auditing, Consolidation, Fixed Assets, Internal Audit, Variance Analysis, Finance, Accounts Payable, SEC, Hyperion HFM, Budgets, Mentoring, Financial Analysis, Managerial Finance, Sarbanes-Oxley Act
Education
Pace University
BBA, Public Accounting
Reader's Digest Association December 2013 - Present
Reader's Digest Association January 2012 - December 2013
Reader's Digest Association October 2010 - January 2012
Reader's Digest Association February 2008 - October 2010
Reader's Digest Association August 2006 - February 2008
Invesco Ltd. October 2000 - July 2006
Ernst & Young September 1997 - January 2000
Skills
US GAAP reporting, Financial Reporting, Accounting, Investor Relations..., Oracle E-Business Suite, SEC filings, Monthly Close Process, Project Management, Sarbanes-Oxley, Internal Controls, Auditing, Consolidation, Fixed Assets, Internal Audit, Variance Analysis, Finance, Accounts Payable, SEC, Hyperion HFM, Budgets, Mentoring, Financial Analysis, Managerial Finance, Sarbanes-Oxley Act
Education
Pace University
BBA, Public Accounting
Bernard Smith Bernard Smith's Invesco Ltd. Experience 2002 - 2003
Job Entrepreneur. Creator.
Industry Marketing and Advertising
Experience
Modellounge June 2009 - Present
Initiative: Keep-It-Clean February 2008 - Present
UA Marketing June 2007 - Present
Alloy 2003 - 2004
Invesco Ltd. 2002 - 2003
UBS Wealth Management 2001 - 2001
Skills
Social Media Marketing, Digital Marketing, Marketing, Digital Media, Creative Problem Solving, Advertising, Creative Direction, Management, Brand Development, Music, Social Media, Digital Strategy, Content Strategy
Education
St. Lawrence University
Bachelors, Sociology
The Rectory School
Trinity Pawling School
Modellounge June 2009 - Present
Initiative: Keep-It-Clean February 2008 - Present
UA Marketing June 2007 - Present
Alloy 2003 - 2004
Invesco Ltd. 2002 - 2003
UBS Wealth Management 2001 - 2001
Skills
Social Media Marketing, Digital Marketing, Marketing, Digital Media, Creative Problem Solving, Advertising, Creative Direction, Management, Brand Development, Music, Social Media, Digital Strategy, Content Strategy
Education
St. Lawrence University
Bachelors, Sociology
The Rectory School
Trinity Pawling School
Ann-Marie Walsh Ann-Marie Walsh's Invesco Ltd. Experience April 1998 - July 2005
Job Leader for EhlersDanlos Advocacy & Physician Training
Industry Nonprofit Organization Management
Experience
Atlanta - Advocacy for Ehlers Danlos Awareness and Physician Training April 2013 - Present
House Corporation May 2011 - Present
Lotsahelpinghands October 2010 - November 2011
Currell V. Berry, M.D. January 2009 - May 2011
Atlantic Trust (Invesco) August 2007 - October 2008
CB Richard Ellis/Trammell Crow July 2005 - June 2007
Invesco Ltd. April 1998 - July 2005
Invesco Capital Management, Ltd. May 1996 - April 1998
Ann-Marie Walsh dba Fine Line October 1989 - May 1996
Milbourne Corporation March 1994 - June 1995
Skills
Budgeting, Construction Management, Disaster Recovery, MS Project, Strategic Planning, Problem Solving, Team Building, Process Improvement, Capital Projects, Scheduling, Contract Management, Microsoft Office, Employee Relations, Team Leadership, Administration, Healthcare, Planning, Mentoring, Vendor Relations, Operations Management, Contract Negotiation, Non-profits, Patient Satisfaction, Life Safety, Client Service, HIPAA, Event Planning, Facilities Management, Outlook, PowerPoint, Project Planning, Risk Management, Word, Excel, Documentation, Coaching, Negotiation, Budgets, Software Documentation, Nonprofits, Public Speaking, Process Scheduler, Financial Services, Fundraising, Project Management, Program Management, Access, Management, Human Resources, Vendor Management
Education
Southern Polytechnic State University 1988 — 1990
MSTM
The University of Georgia 1974 — 1978
BFA
Atlanta - Advocacy for Ehlers Danlos Awareness and Physician Training April 2013 - Present
House Corporation May 2011 - Present
Lotsahelpinghands October 2010 - November 2011
Currell V. Berry, M.D. January 2009 - May 2011
Atlantic Trust (Invesco) August 2007 - October 2008
CB Richard Ellis/Trammell Crow July 2005 - June 2007
Invesco Ltd. April 1998 - July 2005
Invesco Capital Management, Ltd. May 1996 - April 1998
Ann-Marie Walsh dba Fine Line October 1989 - May 1996
Milbourne Corporation March 1994 - June 1995
Skills
Budgeting, Construction Management, Disaster Recovery, MS Project, Strategic Planning, Problem Solving, Team Building, Process Improvement, Capital Projects, Scheduling, Contract Management, Microsoft Office, Employee Relations, Team Leadership, Administration, Healthcare, Planning, Mentoring, Vendor Relations, Operations Management, Contract Negotiation, Non-profits, Patient Satisfaction, Life Safety, Client Service, HIPAA, Event Planning, Facilities Management, Outlook, PowerPoint, Project Planning, Risk Management, Word, Excel, Documentation, Coaching, Negotiation, Budgets, Software Documentation, Nonprofits, Public Speaking, Process Scheduler, Financial Services, Fundraising, Project Management, Program Management, Access, Management, Human Resources, Vendor Management
Education
Southern Polytechnic State University 1988 — 1990
MSTM
The University of Georgia 1974 — 1978
BFA
Scott Ballard Scott Ballard's Invesco Ltd. Experience September 2001 - Present
Job Director Engineering & Environmental, Invesco Real Estate
Industry Investment Management
Experience
Invesco Ltd. September 2001 - Present
U.S. Restaurant Properties 1998 - 2001
Mobil Oil Corporation 1990 - 1998
Mobil Oil Corporation 1990 - 1998
Mobil Oil Corporation 1990 - 1998
HENSEL PHELPS 1988 - 1989
TD Mechanical 1988 - 1988
Skills
Project Management, Due Diligence, Real Estate Development, Asset Management, Construction Management, Contract Management, Asset Managment, Facilities Management, Risk Management, Contract Negotiation
Education
Texas A&M University
Bachelor of Science (B.S.), Construction Science
Nova Southeastern University
Master of Business Administration (M.B.A.)
Invesco Ltd. September 2001 - Present
U.S. Restaurant Properties 1998 - 2001
Mobil Oil Corporation 1990 - 1998
Mobil Oil Corporation 1990 - 1998
Mobil Oil Corporation 1990 - 1998
HENSEL PHELPS 1988 - 1989
TD Mechanical 1988 - 1988
Skills
Project Management, Due Diligence, Real Estate Development, Asset Management, Construction Management, Contract Management, Asset Managment, Facilities Management, Risk Management, Contract Negotiation
Education
Texas A&M University
Bachelor of Science (B.S.), Construction Science
Nova Southeastern University
Master of Business Administration (M.B.A.)
Jeff Bergren's Invesco Ltd. Experience March 2012 - Present
Job Manager, Software Developer and Technical Trainer
Industry Investment Management
Experience
Invesco Ltd. March 2012 - Present
Invesco Ltd. January 2008 - March 2012
Ebit Information Systems 2006 - 2011
Invesco Ltd. January 2005 - January 2008
Invesco Ltd. January 2003 - January 2005
Quad Cities Online June 1999 - August 2002
Applied Systems June 2001 - August 2001
Skills
SharePoint, ASP.NET, SDLC, C#, VB.NET, Software Development, TFS, Microsoft SQL Server, .NET, IIS, Windows Server, Active Directory, Leadership, ITIL, Integration, Business Analysis, Build Automation, SQL Server, User Interface Design, XSLT, XPath, SEO, Teaching, Automation, Lean Process Improvement, Agile Project Management
Education
Purdue University 1998 — 2002
BS, Computer Technology
Invesco Ltd. March 2012 - Present
Invesco Ltd. January 2008 - March 2012
Ebit Information Systems 2006 - 2011
Invesco Ltd. January 2005 - January 2008
Invesco Ltd. January 2003 - January 2005
Quad Cities Online June 1999 - August 2002
Applied Systems June 2001 - August 2001
Skills
SharePoint, ASP.NET, SDLC, C#, VB.NET, Software Development, TFS, Microsoft SQL Server, .NET, IIS, Windows Server, Active Directory, Leadership, ITIL, Integration, Business Analysis, Build Automation, SQL Server, User Interface Design, XSLT, XPath, SEO, Teaching, Automation, Lean Process Improvement, Agile Project Management
Education
Purdue University 1998 — 2002
BS, Computer Technology
Stuart Schuldt Stuart Schuldt's Invesco Ltd. Experience January 2012 - Present
Job Global Head Fund Administration, ETF & UIT Investment Services
Industry Investment Management
Experience
Invesco Ltd. January 2012 - Present
Invesco Ltd. May 2010 - Present
Van Kampen Investments May 2007 - May 2010
Morgan Stanley May 2007 - May 2010
Northern Trust March 1998 - May 2007
Kemper Mutual Funds May 1993 - March 1998
Arthur Andersen & Co. September 1984 - May 1993
Skills
Asset Management
Education
Southern Methodist University 1980 — 1984
BBA, Accounting and Finance
Invesco Ltd. January 2012 - Present
Invesco Ltd. May 2010 - Present
Van Kampen Investments May 2007 - May 2010
Morgan Stanley May 2007 - May 2010
Northern Trust March 1998 - May 2007
Kemper Mutual Funds May 1993 - March 1998
Arthur Andersen & Co. September 1984 - May 1993
Skills
Asset Management
Education
Southern Methodist University 1980 — 1984
BBA, Accounting and Finance
San Juanita Ibarra San Juanita Ibarra's Invesco Ltd. Experience March 2010 - Present
Job Client Administration at Invesco Aim
Industry Financial Services
Experience
Invesco Ltd. March 2010 - Present
Amegy Bank July 2009 - March 2010
Comerica Bank December 2004 - December 2006
Andrade Enterprises December 2002 - December 2004
Education
University of Houston-Downtown 2008 — 2011
Bachelors, Accounting
San Jacinto College 2002 — 2008
Associates, Business Administration
Invesco Ltd. March 2010 - Present
Amegy Bank July 2009 - March 2010
Comerica Bank December 2004 - December 2006
Andrade Enterprises December 2002 - December 2004
Education
University of Houston-Downtown 2008 — 2011
Bachelors, Accounting
San Jacinto College 2002 — 2008
Associates, Business Administration
Ken Eberhardt Ken Eberhardt's Invesco Ltd. Experience August 2011 - Present
Job Bank Loan Reconcilliations
Industry Higher Education
Experience
Invesco Ltd. August 2011 - Present
Northern Illinois University August 2010 - October 2011
chicago Yacht Club May 2010 - August 2010
Prime International Trading Company February 2008 - August 2008
Education
Northern Illinois University 2010 — 2011
Master, Accounting Science
Northern Illinois University 2006 — 2011
Accountancy, Accountancy
Northern Illinois University 2006 — 2010
Bachelor of Science Accountancy; CPA, Accountancy
Invesco Ltd. August 2011 - Present
Northern Illinois University August 2010 - October 2011
chicago Yacht Club May 2010 - August 2010
Prime International Trading Company February 2008 - August 2008
Education
Northern Illinois University 2010 — 2011
Master, Accounting Science
Northern Illinois University 2006 — 2011
Accountancy, Accountancy
Northern Illinois University 2006 — 2010
Bachelor of Science Accountancy; CPA, Accountancy
Jennifer Goss Jennifer Goss's Invesco Ltd. Experience January 2000 - June 2002
Job Human Resources Generalist at Boston Market
Industry Restaurants
Experience
Boston Market April 2013 - Present
Boston Market May 2008 - April 2013
Power Equipment Company August 2002 - September 2007
Invesco Ltd. January 2000 - June 2002
XEL Communications, Inc. August 1993 - January 2000
Skills
Employee Relations, Human Resources, Microsoft Excel, Applicant Tracking..., Customer Service, Recruiting, Personnel Management, Onboarding, Hiring, Management, Deferred Compensation, Interviews, Training, New Hire Orientations, Team Building
Education
Regis University 2011 — 2015
Bachelor of Science, HR Management, 3.988 GPA
Mountain States Employers Council 2011 — 2011
Employment Law
T.H. Pickens Technical School 1992 — 1993
2) Certificates, Administrative Assistant & Legal Secretary, 4.0 GPA
Hinkley High School 1988 — 1992
Diploma, General
Boston Market April 2013 - Present
Boston Market May 2008 - April 2013
Power Equipment Company August 2002 - September 2007
Invesco Ltd. January 2000 - June 2002
XEL Communications, Inc. August 1993 - January 2000
Skills
Employee Relations, Human Resources, Microsoft Excel, Applicant Tracking..., Customer Service, Recruiting, Personnel Management, Onboarding, Hiring, Management, Deferred Compensation, Interviews, Training, New Hire Orientations, Team Building
Education
Regis University 2011 — 2015
Bachelor of Science, HR Management, 3.988 GPA
Mountain States Employers Council 2011 — 2011
Employment Law
T.H. Pickens Technical School 1992 — 1993
2) Certificates, Administrative Assistant & Legal Secretary, 4.0 GPA
Hinkley High School 1988 — 1992
Diploma, General
David Hueser David Hueser's Invesco Ltd. Experience April 1996 - April 2000
Job Team Lead, Product Portfolio Manager, Energy Efficiency at Xcel Energy
Industry Utilities
Experience
Xcel Energy February 2010 - Present
Great-West Life and Annuity Insurance Company December 2009 - February 2010
T. Rowe Price April 2000 - October 2009
Invesco Ltd. April 1996 - April 2000
MCI February 1993 - April 1996
Ronald James Direct December 1992 - February 1993
TeleCommunications, Inc. (TCI), Netlink satellite TV division February 1991 - December 1992
Comcast December 1988 - February 1991
Skills
Product Management, Product Development, Product Marketing, Energy Efficiency, Retirement Services, Retirement Income..., Investment Promotion, Services Marketing, Utilities, People Management, Competitive Analysis, Market Analysis, Cost Analysis, Profitability Analysis, Product Launches, Service Launches, Engineering Management, Competitive Strategy, Competitive Intelligence, Marketing Communications, Product Launch, Team Leadership, B2B, Program Management, Cost Benefit, Direct Marketing, Project Planning, Business Strategy, Budgets, Retirement, Marketing, Direct Mail, Management, Sales, Marketing Management, Analysis, P
Education
University of Colorado Denver 1991 — 1995
Masters, MBA Marketing emphasis
Old Dominion University 1984 — 1988
Bachelor's, BA Mass Communications, Marketing Minor
Xcel Energy February 2010 - Present
Great-West Life and Annuity Insurance Company December 2009 - February 2010
T. Rowe Price April 2000 - October 2009
Invesco Ltd. April 1996 - April 2000
MCI February 1993 - April 1996
Ronald James Direct December 1992 - February 1993
TeleCommunications, Inc. (TCI), Netlink satellite TV division February 1991 - December 1992
Comcast December 1988 - February 1991
Skills
Product Management, Product Development, Product Marketing, Energy Efficiency, Retirement Services, Retirement Income..., Investment Promotion, Services Marketing, Utilities, People Management, Competitive Analysis, Market Analysis, Cost Analysis, Profitability Analysis, Product Launches, Service Launches, Engineering Management, Competitive Strategy, Competitive Intelligence, Marketing Communications, Product Launch, Team Leadership, B2B, Program Management, Cost Benefit, Direct Marketing, Project Planning, Business Strategy, Budgets, Retirement, Marketing, Direct Mail, Management, Sales, Marketing Management, Analysis, P
Education
University of Colorado Denver 1991 — 1995
Masters, MBA Marketing emphasis
Old Dominion University 1984 — 1988
Bachelor's, BA Mass Communications, Marketing Minor
Andrew Wegner's Invesco Ltd. Experience September 2014 - Present
Job Internal Sales Consultant at Invesco
Industry Financial Services
Experience
Invesco Ltd. September 2014 - Present
UBS Financial Services, Inc. July 2010 - September 2014
Northwestern Mutual Financial Network June 2009 - June 2010
Toyota Financial Services May 2008 - August 2008
Education
Purdue University 2005 — 2009
Bachelor of Science in Management, Finance, Marketing
Invesco Ltd. September 2014 - Present
UBS Financial Services, Inc. July 2010 - September 2014
Northwestern Mutual Financial Network June 2009 - June 2010
Toyota Financial Services May 2008 - August 2008
Education
Purdue University 2005 — 2009
Bachelor of Science in Management, Finance, Marketing
Cody Moore's Invesco Ltd. Experience July 2011 - August 2013
Job Regional Vice President
Industry Financial Services
Experience
Invesco August 2013 - Present
Invesco Ltd. July 2011 - August 2013
Merrill Lynch August 2010 - July 2011
Skills
Financial Analysis, ETFs, Series 7, Series 63, Investment Strategies, Microsoft Office, Alternative Investments, Wealth Management..., Asset Allocation, Investment Advisory, Microsoft Excel, Investment Management, Separately Managed...
Education
Sam Houston State University 2008 — 2010
MBA, Economics
Invesco August 2013 - Present
Invesco Ltd. July 2011 - August 2013
Merrill Lynch August 2010 - July 2011
Skills
Financial Analysis, ETFs, Series 7, Series 63, Investment Strategies, Microsoft Office, Alternative Investments, Wealth Management..., Asset Allocation, Investment Advisory, Microsoft Excel, Investment Management, Separately Managed...
Education
Sam Houston State University 2008 — 2010
MBA, Economics
Fong Li's Invesco Ltd. Experience October 2012 - August 2013
Job Financial Math graduate student at NCSU
Industry Financial Services
Experience
NC State University August 2014 - May 2015
Invesco Ltd. October 2012 - August 2013
AIG February 2009 - September 2011
ABN AMRO Bank N.V. June 2008 - October 2008
State Street June 2007 - April 2008
Skills
Fixed Income, Derivatives, Bloomberg, Mutual Funds, Financial Analysis, Equities, Securities, Options, Banking, Investments, Asset Management, Financial Engineering, Financial Modeling, Mathematical Modeling, Asset Managment, C++, Matlab, R, BlackRock Aladdin, Charles River IMS, Portia, Visual Studio, Microsoft Excel, Microsoft Word, Mathematics, Stochastic Calculus, Statistics
Education
North Carolina State University 2013 — 2015
Master's degree, Financial Mathematics, GPA 3.60
University of Michigan-Dearborn 2011 — 2012
Master of Science (MS), Finance, GPA 3.67
The University of Hong Kong 2003 — 2007
Bachelor's degree, Economics and Finance
NC State University August 2014 - May 2015
Invesco Ltd. October 2012 - August 2013
AIG February 2009 - September 2011
ABN AMRO Bank N.V. June 2008 - October 2008
State Street June 2007 - April 2008
Skills
Fixed Income, Derivatives, Bloomberg, Mutual Funds, Financial Analysis, Equities, Securities, Options, Banking, Investments, Asset Management, Financial Engineering, Financial Modeling, Mathematical Modeling, Asset Managment, C++, Matlab, R, BlackRock Aladdin, Charles River IMS, Portia, Visual Studio, Microsoft Excel, Microsoft Word, Mathematics, Stochastic Calculus, Statistics
Education
North Carolina State University 2013 — 2015
Master's degree, Financial Mathematics, GPA 3.60
University of Michigan-Dearborn 2011 — 2012
Master of Science (MS), Finance, GPA 3.67
The University of Hong Kong 2003 — 2007
Bachelor's degree, Economics and Finance
Jim Coppedge Jim Coppedge's Invesco Ltd. Experience July 1999 - March 2007
Job Chief Counsel Corporate and Governance; and General Counsel Group Retirement Division, AIG Consumer Insurance
Industry Financial Services
Experience
Life Insurance Council of New York January 2014 - Present
AIG April 2007 - Present
Invesco Ltd. July 1999 - March 2007
USAA May 1992 - June 1999
Skills
Securities, Hedge Funds, Alternative Investments, Investment Advisory, Licensing, Asset Managment, Investments, FINRA, Corporate Governance, Securities Regulation, Mergers, Litigation Management, Risk Management, Mergers & Acquisitions, Insurance, Corporate Law, Series 24, Financial Services, Asset Management
Education
St. Mary's University School of Law 1990 — 1993
Juris Doctor
Texas A&M University 1986 — 1990
BBA, Finance
Life Insurance Council of New York January 2014 - Present
AIG April 2007 - Present
Invesco Ltd. July 1999 - March 2007
USAA May 1992 - June 1999
Skills
Securities, Hedge Funds, Alternative Investments, Investment Advisory, Licensing, Asset Managment, Investments, FINRA, Corporate Governance, Securities Regulation, Mergers, Litigation Management, Risk Management, Mergers & Acquisitions, Insurance, Corporate Law, Series 24, Financial Services, Asset Management
Education
St. Mary's University School of Law 1990 — 1993
Juris Doctor
Texas A&M University 1986 — 1990
BBA, Finance
George Lynch George Lynch's Invesco Ltd. Experience 2001 - 2010
Job Hillside Advisors LLC
Industry Investment Management
Experience
Hillside Advisors LLC December 2014 - Present
KeyBanc Capital Markets 2011 - 2014
Invesco Ltd. 2001 - 2010
UBS Securities LLC 1997 - 2001
Salomon Brothers 1990 - 1997
Skills
Valuation, Portfolio Management, Fixed Income, Bonds, Investments, Investment Banking, Emerging Markets, Risk Management, Trading, Credit, High Yield, Capital Markets, Leveraged Finance, Equities, Bloomberg, Hedge Funds, Credit Derivatives, Securities, Finance, Equity Research, Series 7, Structured Finance, Financial Markets, CDS, Private Equity, Options, Mutual Funds, Structured Products, Derivatives, Asset Management, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Financial Structuring, Equity Derivatives, ETFs, Equity Valuation, High Yield Bonds, Corporate Finance, Mergers & Acquisitions
Education
Providence College 1974 — 1978
BS, Finance and Economics
Suffolk University - Sawyer Business School 1978 — 1980
MBA, Finance and Strategy
Hillside Advisors LLC December 2014 - Present
KeyBanc Capital Markets 2011 - 2014
Invesco Ltd. 2001 - 2010
UBS Securities LLC 1997 - 2001
Salomon Brothers 1990 - 1997
Skills
Valuation, Portfolio Management, Fixed Income, Bonds, Investments, Investment Banking, Emerging Markets, Risk Management, Trading, Credit, High Yield, Capital Markets, Leveraged Finance, Equities, Bloomberg, Hedge Funds, Credit Derivatives, Securities, Finance, Equity Research, Series 7, Structured Finance, Financial Markets, CDS, Private Equity, Options, Mutual Funds, Structured Products, Derivatives, Asset Management, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Financial Structuring, Equity Derivatives, ETFs, Equity Valuation, High Yield Bonds, Corporate Finance, Mergers & Acquisitions
Education
Providence College 1974 — 1978
BS, Finance and Economics
Suffolk University - Sawyer Business School 1978 — 1980
MBA, Finance and Strategy
Robert Jost Robert Jost's Invesco Ltd. Experience April 2007 - Present
Job Vice President at Invesco Senior Loan Asset Management
Industry Investment Management
Experience
Invesco Ltd. April 2007 - Present
Molex October 2005 - April 2007
Crowe Horwath LLP May 2003 - October 2005
Skills
Accounting, Microsoft Word, Investments
Education
Northern Illinois University 2001 — 2003
MSA, Masters in the Science of Accountancy
Thomas Aquinas College 1987 — 1991
BA, Liberal Arts
Invesco Ltd. April 2007 - Present
Molex October 2005 - April 2007
Crowe Horwath LLP May 2003 - October 2005
Skills
Accounting, Microsoft Word, Investments
Education
Northern Illinois University 2001 — 2003
MSA, Masters in the Science of Accountancy
Thomas Aquinas College 1987 — 1991
BA, Liberal Arts
Kathi Edwards, PHR, SHRM-CP Kathi Edwards, PHR, SHRM-CP's Invesco Ltd. Experience April 2000 - March 2002
Job Chief of Staff at Herndon Capital Management
Industry Investment Management
Experience
Herndon Capital Management, LLC June 2012 - Present
Nova Wealth Management Group November 2009 - June 2012
EARNEST Partners April 2005 - May 2008
Morgan Stanley November 2002 - November 2004
Invesco Ltd. April 2000 - March 2002
Skills
Mutual Funds, Process Improvement, Accounting, Marketing, Investments
Education
St. Mary's University 1992 — 1997
Bachelor of Business Administration, International Business
Herndon Capital Management, LLC June 2012 - Present
Nova Wealth Management Group November 2009 - June 2012
EARNEST Partners April 2005 - May 2008
Morgan Stanley November 2002 - November 2004
Invesco Ltd. April 2000 - March 2002
Skills
Mutual Funds, Process Improvement, Accounting, Marketing, Investments
Education
St. Mary's University 1992 — 1997
Bachelor of Business Administration, International Business
Elizabeth Spilman's Invesco Ltd. Experience January 2007 - February 2009
Job Director of Corporate Projects at CafePress Inc.
Industry Internet
Experience
CafePress Inc. October 2014 - Present
CafePress Inc. June 2014 - Present
CafePress Inc. February 2014 - Present
CafePress Inc. April 2013 - February 2014
CafePress.com April 2011 - April 2013
Humana January 2011 - May 2011
Humana April 2009 - January 2011
Invesco Ltd. January 2007 - February 2009
Skills
Agile Methodologies, SDLC, Process Improvement, Business Analysis, Cross-functional Team..., Visio, E-commerce, Software Project..., SQL, Product Management, Analytics, Quality Assurance, Management, Integration, Strategy, Scrum, Leadership
Education
Old Dominion University 1999 — 2003
BS, International Business
Old Dominion University
Bachelor of Business Administration (B.B.A.), International Business, International Business
CafePress Inc. October 2014 - Present
CafePress Inc. June 2014 - Present
CafePress Inc. February 2014 - Present
CafePress Inc. April 2013 - February 2014
CafePress.com April 2011 - April 2013
Humana January 2011 - May 2011
Humana April 2009 - January 2011
Invesco Ltd. January 2007 - February 2009
Skills
Agile Methodologies, SDLC, Process Improvement, Business Analysis, Cross-functional Team..., Visio, E-commerce, Software Project..., SQL, Product Management, Analytics, Quality Assurance, Management, Integration, Strategy, Scrum, Leadership
Education
Old Dominion University 1999 — 2003
BS, International Business
Old Dominion University
Bachelor of Business Administration (B.B.A.), International Business, International Business
Jon Pincus Jon Pincus's Invesco Ltd. Experience June 2003 - June 2006
Job SVP, Global Head of Investment Operations
Industry Investment Management
Experience
Northern Trust Corporation August 2014 - Present
Northern Trust Corporation June 2007 - July 2014
Cutter Associates June 2006 - June 2007
Invesco Ltd. June 2003 - June 2006
Invesco Ltd. March 2001 - June 2003
Legg Mason March 1999 - March 2001
Legg Mason June 1998 - March 1999
Bloomberg June 1997 - June 1998
Skills
Asset Management, Portfolio Management, Investments, Trading, Risk Management, Operations Management, Trading Systems, Platform Development, Product Development, Platform Integration, Management Consulting, Strategic Consulting, Business Analysis, Financial Services, Alternative Investments, Business Process..., Investment Management, Project Management, Business Development, Middle Office, Performance Measurement, Investment Advisory, Investment Strategies, Wealth Management, Strategy, Fixed Income, Hedge Funds, Equities, Mutual Funds, Securities, Derivatives, ETFs, Asset Managment, Equity Trading
Education
Rider University 1993 — 1997
Bachelor of Science, Business Administration / Finance / Marketing
Boys' Latin School of Maryland 1989 — 1993
Gilman
Northern Trust Corporation August 2014 - Present
Northern Trust Corporation June 2007 - July 2014
Cutter Associates June 2006 - June 2007
Invesco Ltd. June 2003 - June 2006
Invesco Ltd. March 2001 - June 2003
Legg Mason March 1999 - March 2001
Legg Mason June 1998 - March 1999
Bloomberg June 1997 - June 1998
Skills
Asset Management, Portfolio Management, Investments, Trading, Risk Management, Operations Management, Trading Systems, Platform Development, Product Development, Platform Integration, Management Consulting, Strategic Consulting, Business Analysis, Financial Services, Alternative Investments, Business Process..., Investment Management, Project Management, Business Development, Middle Office, Performance Measurement, Investment Advisory, Investment Strategies, Wealth Management, Strategy, Fixed Income, Hedge Funds, Equities, Mutual Funds, Securities, Derivatives, ETFs, Asset Managment, Equity Trading
Education
Rider University 1993 — 1997
Bachelor of Science, Business Administration / Finance / Marketing
Boys' Latin School of Maryland 1989 — 1993
Gilman
Jesse Washkau's Invesco Ltd. Experience June 2008 - May 2010
Job Maintenance Technician II Communications Technician at Young Life
Industry Information Technology and Services
Experience
Reliance Connects July 2012 - Present
Young Life May 2010 - Present
Young Life September 2008 - May 2010
Invesco Ltd. June 2008 - May 2010
IndSource, Inc June 2008 - March 2009
Brenau University June 2007 - June 2008
Equifax February 2007 - June 2007
Starbucks Coffee Company November 2006 - May 2007
Nazarene Compassionate Ministries May 2006 - November 2006
Olivet Nazarene University September 2004 - May 2006
Skills
Microsoft Office, Customer Service, Troubleshooting, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Windows, Public Speaking, Computer Hardware, Access, Leadership, Inventory Management, Mac OS X, Strategic Planning, System Administration, Networking, Technical Support, Software Installation, Time Management, Customer Satisfaction, Management, Network Administration, OS X
Education
Olivet Nazarene University 2002 — 2006
B.S., Criminal Justice
Hackettstown High 1998 — 2002
Reliance Connects July 2012 - Present
Young Life May 2010 - Present
Young Life September 2008 - May 2010
Invesco Ltd. June 2008 - May 2010
IndSource, Inc June 2008 - March 2009
Brenau University June 2007 - June 2008
Equifax February 2007 - June 2007
Starbucks Coffee Company November 2006 - May 2007
Nazarene Compassionate Ministries May 2006 - November 2006
Olivet Nazarene University September 2004 - May 2006
Skills
Microsoft Office, Customer Service, Troubleshooting, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Windows, Public Speaking, Computer Hardware, Access, Leadership, Inventory Management, Mac OS X, Strategic Planning, System Administration, Networking, Technical Support, Software Installation, Time Management, Customer Satisfaction, Management, Network Administration, OS X
Education
Olivet Nazarene University 2002 — 2006
B.S., Criminal Justice
Hackettstown High 1998 — 2002
Jay Hurley Jay Hurley's Invesco Ltd. Experience 1995 - Present
Job Managing Director, Invesco Real Estate
Industry Investment Management
Experience
Invesco Ltd. 1995 - Present
Skills
Portfolio Management, Real Estate, Alternative Investments, Investment Management, Capital Markets, Investment Strategies, Acquisitions
Education
Southern Methodist University - Cox School of Business 1986 — 1987
MBA, Finance
The University of Texas at Austin 1980 — 1984
BSCE, Structural Engineering
Invesco Ltd. 1995 - Present
Skills
Portfolio Management, Real Estate, Alternative Investments, Investment Management, Capital Markets, Investment Strategies, Acquisitions
Education
Southern Methodist University - Cox School of Business 1986 — 1987
MBA, Finance
The University of Texas at Austin 1980 — 1984
BSCE, Structural Engineering
Irena Zambovska Irena Zambovska's Invesco Ltd. Experience May 2010 - November 2011
Job Financial Reporting at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC January 2012 - Present
Invesco Ltd. May 2010 - November 2011
VinaKom Communications 2006 - 2008
VinaKom Communications October 2004 - May 2006
Skills
Financial Reporting, Financial Analysis, SEC filings, Mutual Funds, Accounting, Fund Accounting, Strategic Financial..., Auditing, Financial Modeling, Financial Accounting, Corporate Finance, Sarbanes-Oxley Act, Bloomberg, Valuation, Account Reconciliation, Hedge Funds, Forecasting, Budgets, Investments, Internal Audit
Education
Northeastern Illinois University
B.S.
Jackson National Asset Management, LLC January 2012 - Present
Invesco Ltd. May 2010 - November 2011
VinaKom Communications 2006 - 2008
VinaKom Communications October 2004 - May 2006
Skills
Financial Reporting, Financial Analysis, SEC filings, Mutual Funds, Accounting, Fund Accounting, Strategic Financial..., Auditing, Financial Modeling, Financial Accounting, Corporate Finance, Sarbanes-Oxley Act, Bloomberg, Valuation, Account Reconciliation, Hedge Funds, Forecasting, Budgets, Investments, Internal Audit
Education
Northeastern Illinois University
B.S.
Cher Murphy Cher Murphy's Invesco Ltd. Experience February 1999 - October 2004
Job Managing Director at Allegis Partners
Industry Staffing and Recruiting
Experience
Allegis Partners (a division of Major, Lindsey & Africa LLC) 2015 - Present
Hanold Associates LLC February 2012 - January 2015
Cole Capital May 2011 - February 2012
Quatro One Consulting June 2010 - May 2011
Waste Management, Inc. June 2009 - June 2010
Heidrick & Struggles August 2007 - February 2009
Thomson Reuters October 2005 - July 2007
Invesco Ltd. February 1999 - October 2004
Skills
Talent Acquisition, Leadership, Recruiting, Talent Management, Human Resources, Executive Search, Financial Services, Succession Planning, Organizational..., Leadership Development, Deferred Compensation, Training, Management, Personnel Management, Strategy, Mergers & Acquisitions, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master's of Science, Organizational Development
University of Houston
Anthropology
Allegis Partners (a division of Major, Lindsey & Africa LLC) 2015 - Present
Hanold Associates LLC February 2012 - January 2015
Cole Capital May 2011 - February 2012
Quatro One Consulting June 2010 - May 2011
Waste Management, Inc. June 2009 - June 2010
Heidrick & Struggles August 2007 - February 2009
Thomson Reuters October 2005 - July 2007
Invesco Ltd. February 1999 - October 2004
Skills
Talent Acquisition, Leadership, Recruiting, Talent Management, Human Resources, Executive Search, Financial Services, Succession Planning, Organizational..., Leadership Development, Deferred Compensation, Training, Management, Personnel Management, Strategy, Mergers & Acquisitions, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master's of Science, Organizational Development
University of Houston
Anthropology
Harsh Gupta Harsh Gupta's Invesco Ltd. Experience May 2000 - Present
Job Global Information Technology Professional
Industry Investment Management
Experience
Invesco Ltd. May 2000 - Present
Invesco US December 2011 - Present
Invesco Aim May 2000 - Present
Invesco Ltd. August 2006 - September 2008
Reynolds & Reynolds October 1998 - May 2000
Claremont Technology September 1993 - September 1998
Price Waterhouse February 1993 - September 1993
Skills
SDLC, Business Intelligence, Program Management, Business Analysis, CRM, Portfolio Management, Vendor Management, Outsourcing, Management, PMO, Integration, Financial Services, Analysis, Change Management, Project Management, Risk Management, IT Strategy, Requirements Gathering, IT Management, Asset Management, Investments, Team Leadership, Business Process..., Capital Markets, Budgets, Process Improvement, Offshore Management, Offshoring, Offshore Software..., Asset Managment, Analytics, Project Planning, Outsourcing Management, IT Transformation, Captives, Strategy, Mergers & Acquisitions..., Client Communication, Agile, Lean Management, Lean Thinking
Education
The University of Texas at Dallas 1991 — 1997
MS, Mgmt Administrative Science
Sam Houston State University 1988 — 1991
MBA, Finance / Accounting
Mahanagar Boys High School
High School
University of Lucknow
BS, Mathmatics, Geology & Physics
Invesco Ltd. May 2000 - Present
Invesco US December 2011 - Present
Invesco Aim May 2000 - Present
Invesco Ltd. August 2006 - September 2008
Reynolds & Reynolds October 1998 - May 2000
Claremont Technology September 1993 - September 1998
Price Waterhouse February 1993 - September 1993
Skills
SDLC, Business Intelligence, Program Management, Business Analysis, CRM, Portfolio Management, Vendor Management, Outsourcing, Management, PMO, Integration, Financial Services, Analysis, Change Management, Project Management, Risk Management, IT Strategy, Requirements Gathering, IT Management, Asset Management, Investments, Team Leadership, Business Process..., Capital Markets, Budgets, Process Improvement, Offshore Management, Offshoring, Offshore Software..., Asset Managment, Analytics, Project Planning, Outsourcing Management, IT Transformation, Captives, Strategy, Mergers & Acquisitions..., Client Communication, Agile, Lean Management, Lean Thinking
Education
The University of Texas at Dallas 1991 — 1997
MS, Mgmt Administrative Science
Sam Houston State University 1988 — 1991
MBA, Finance / Accounting
Mahanagar Boys High School
High School
University of Lucknow
BS, Mathmatics, Geology & Physics
Margaret Mair Margaret Mair's Invesco Ltd. Experience May 2010 - May 2012
Job RFP manager at Invesco
Industry Financial Services
Experience
Invesco May 2012 - Present
Invesco Ltd. May 2010 - May 2012
AllianceBernstein April 2007 - March 2009
Madison Square Investors September 2003 - April 2007
Skills
Asset Management, Competitive Analysis, Equities, Investments, Marketing, Portfolio Management
Education
State University of New York at Buffalo - School of Management 1999 — 2003
BS Business Administration, Business
Iroquois High School 1995 — 1999
Invesco May 2012 - Present
Invesco Ltd. May 2010 - May 2012
AllianceBernstein April 2007 - March 2009
Madison Square Investors September 2003 - April 2007
Skills
Asset Management, Competitive Analysis, Equities, Investments, Marketing, Portfolio Management
Education
State University of New York at Buffalo - School of Management 1999 — 2003
BS Business Administration, Business
Iroquois High School 1995 — 1999
Tammy Blackburn Tammy Blackburn's Invesco Ltd. Experience June 1996 - Present
Job Pricing & Corporate Actions at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. June 1996 - Present
Skills
Corporate Actions
Education
Our Lady of the Lake University 2005 — 2007
Masters, Business
Texas A&M University 1992 — 1996
Bachelor of Science, Psychology
Invesco Ltd. June 1996 - Present
Skills
Corporate Actions
Education
Our Lady of the Lake University 2005 — 2007
Masters, Business
Texas A&M University 1992 — 1996
Bachelor of Science, Psychology
Clint Harris, CFA Clint Harris, CFA's Invesco Ltd. Experience August 2008 - Present
Job
Industry Investment Management
Experience
Invesco Ltd. August 2008 - Present
Invesco Ltd. May 2006 - August 2008
Invesco Ltd. May 2004 - May 2006
Skills
Macroeconomics, Public Speaking, Equities, Mutual Funds
Education
Oglethorpe University 1995 — 1999
BA, Economics, Marketing, International Business
Invesco Ltd. August 2008 - Present
Invesco Ltd. May 2006 - August 2008
Invesco Ltd. May 2004 - May 2006
Skills
Macroeconomics, Public Speaking, Equities, Mutual Funds
Education
Oglethorpe University 1995 — 1999
BA, Economics, Marketing, International Business
Ron Caldwell Ron Caldwell's Invesco Ltd. Experience June 2003 - April 2008
Job Vice President, Regional Sales Director at Salient Parters
Industry Financial Services
Experience
Salient Partners February 2014 - Present
William Blair & Company December 2011 - February 2014
Suburban Parent Magazine 2012 - 2014
Guggenheim Funds August 2009 - January 2012
Allianz Life 2008 - 2009
Invesco Ltd. June 2003 - April 2008
Invesco Aim 2003 - 2008
Morgan Stanley 1997 - 2002
Lord Abbett 1996 - 1997
Nuveen Investments 1987 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Investments, Financial Planning, Asset Allocation, CIMA, Series 63, ETFs, Series 6, Wholesaling, Public Speaking, Series 65, Strategic Financial..., Equities, Portfolio Management, Hedge Funds, Wholesale, Separately Managed..., Alternative Investments, Investment Strategies, Wealth Management..., Wealth Management, 401k, Financial Services, Series 24, Financial Advisory, Uniform Combined State..., Retirement Planning, Life Insurance, Investment Advisory, Retirement, Fixed Income, FINRA, Estate Planning, Investment Management, Fixed Annuities, Bonds, Certified Financial..., IRAs, Wealth, Finance, Sales, Strategy, Financial Analysis, Relationship Management
Education
Southern Methodist University 1994 — 1996
MLA, liberal arts
The University of Texas at Austin 1978 — 1980
BBA, Finance
Carroll High 1974 — 1978
Salient Partners February 2014 - Present
William Blair & Company December 2011 - February 2014
Suburban Parent Magazine 2012 - 2014
Guggenheim Funds August 2009 - January 2012
Allianz Life 2008 - 2009
Invesco Ltd. June 2003 - April 2008
Invesco Aim 2003 - 2008
Morgan Stanley 1997 - 2002
Lord Abbett 1996 - 1997
Nuveen Investments 1987 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Investments, Financial Planning, Asset Allocation, CIMA, Series 63, ETFs, Series 6, Wholesaling, Public Speaking, Series 65, Strategic Financial..., Equities, Portfolio Management, Hedge Funds, Wholesale, Separately Managed..., Alternative Investments, Investment Strategies, Wealth Management..., Wealth Management, 401k, Financial Services, Series 24, Financial Advisory, Uniform Combined State..., Retirement Planning, Life Insurance, Investment Advisory, Retirement, Fixed Income, FINRA, Estate Planning, Investment Management, Fixed Annuities, Bonds, Certified Financial..., IRAs, Wealth, Finance, Sales, Strategy, Financial Analysis, Relationship Management
Education
Southern Methodist University 1994 — 1996
MLA, liberal arts
The University of Texas at Austin 1978 — 1980
BBA, Finance
Carroll High 1974 — 1978
Weiyi(Richard) Fan's Invesco Ltd. Experience 2003 - 2007
Job Technology Expert, Software Development
Industry Investment Management
Experience
Dimensional Fund Advisors June 2007 - Present
Invesco Ltd. 2003 - 2007
Technomation 1997 - 2003
Skills
XML, Java, Integration, IT Operations, WCF, Vendor Management, Software Development, VBA, Citrix, Windows Server, Equities, C++, Visio, IIS, Databases, SharePoint, C#, Unix, Database Design, .NET, ASP.NET, Software Project..., Enterprise Architecture, Web Applications, Web Services, Visual Studio, Visual Basic, SSIS, Architectures, ETL, SOA, ASP, Crystal Reports, Software Design, VB.NET, JavaScript, Solution Architecture, Business Intelligence, Requirements Gathering, Microsoft Technologies, jQuery, Scrum, Software Engineering, MySQL, T-SQL, PostgreSQL, VMware
Education
Shanghai Jiao Tong University
University of Sussex
Dimensional Fund Advisors June 2007 - Present
Invesco Ltd. 2003 - 2007
Technomation 1997 - 2003
Skills
XML, Java, Integration, IT Operations, WCF, Vendor Management, Software Development, VBA, Citrix, Windows Server, Equities, C++, Visio, IIS, Databases, SharePoint, C#, Unix, Database Design, .NET, ASP.NET, Software Project..., Enterprise Architecture, Web Applications, Web Services, Visual Studio, Visual Basic, SSIS, Architectures, ETL, SOA, ASP, Crystal Reports, Software Design, VB.NET, JavaScript, Solution Architecture, Business Intelligence, Requirements Gathering, Microsoft Technologies, jQuery, Scrum, Software Engineering, MySQL, T-SQL, PostgreSQL, VMware
Education
Shanghai Jiao Tong University
University of Sussex
Jett Fisher's Invesco Ltd. Experience January 2015 - Present
Job RFP Specialist at Invesco
Industry Financial Services
Experience
Invesco Ltd. January 2015 - Present
CTPartners 2014 - 2015
AlphaSights April 2013 - June 2013
Bridgewater Associates 2011 - 2013
OppenheimerFunds June 2011 - August 2011
Skills
Research, Teaching, Microsoft Excel, Spanish, Marketing Strategy, Writing, Hedge Funds, Industry Research, Reporting & Analysis, Report Writing, Microsoft Office, Coaching, Market Research, Recruiting, RFP, RFP Generation
Education
Sewanee-The University of the South 2007 — 2011
B.A., English
University of Oxford 2009 — 2009
St. John's College, British Studies at Oxford
El Casal de Barcelona 2007 — 2007
Outward Bound 2006 — 2006
Invesco Ltd. January 2015 - Present
CTPartners 2014 - 2015
AlphaSights April 2013 - June 2013
Bridgewater Associates 2011 - 2013
OppenheimerFunds June 2011 - August 2011
Skills
Research, Teaching, Microsoft Excel, Spanish, Marketing Strategy, Writing, Hedge Funds, Industry Research, Reporting & Analysis, Report Writing, Microsoft Office, Coaching, Market Research, Recruiting, RFP, RFP Generation
Education
Sewanee-The University of the South 2007 — 2011
B.A., English
University of Oxford 2009 — 2009
St. John's College, British Studies at Oxford
El Casal de Barcelona 2007 — 2007
Outward Bound 2006 — 2006
Maria Halai's Invesco Ltd. Experience May 2012 - Present
Job Senior IT Project Manager/Business Analyst Investment Operations Applications at Invesco
Industry Banking
Experience
Invesco Ltd. May 2012 - Present
Citi July 2011 - May 2012
Credit Suisse April 2008 - June 2011
Merrill Lynch 2004 - 2008
Skills
Derivatives, Credit Derivatives, Middle Office, Trading Systems, Fixed Income, Equities, Investment Banking, Interest Rate..., Capital Markets, Prime Brokerage, Business Analysis, Back Office, Options, Electronic Trading, Bloomberg, Structured Products, Swaps, Equity Derivatives, FX Options, Hedge Funds, CDS, Settlement, Market Data, SDLC, Financial Services, Banking, Securities, Finance, Financial Markets, Project Management
Education
Northeastern University 2003 — 2007
Bachelors of Science in Business Administration, Management Information Systems
Invesco Ltd. May 2012 - Present
Citi July 2011 - May 2012
Credit Suisse April 2008 - June 2011
Merrill Lynch 2004 - 2008
Skills
Derivatives, Credit Derivatives, Middle Office, Trading Systems, Fixed Income, Equities, Investment Banking, Interest Rate..., Capital Markets, Prime Brokerage, Business Analysis, Back Office, Options, Electronic Trading, Bloomberg, Structured Products, Swaps, Equity Derivatives, FX Options, Hedge Funds, CDS, Settlement, Market Data, SDLC, Financial Services, Banking, Securities, Finance, Financial Markets, Project Management
Education
Northeastern University 2003 — 2007
Bachelors of Science in Business Administration, Management Information Systems
Christine Nicole Stone's Invesco Ltd. Experience June 2015 - Present
Job Hospitality Receptionist & Facilities Assistant
Industry Facilities Services
Experience
Mace Macro June 2015 - Present
Invesco Ltd. June 2015 - Present
Christine Nicole Music 2006 - Present
Corbett Personnel Services, Inc. March 2015 - June 2015
Texas Tech University February 2013 - February 2015
Harvest Children's Academy January 2010 - January 2013
Physical Therapy Associates June 2005 - December 2012
Barbizon Modeling and Entertainment August 2009 - December 2011
Skills
Music, Vocal, Teaching, Event Management, Entertainment, Singing, Songwriting, Social Media, Film, Event Planning, Musical Theatre, Management, Theatre, Recording, Performing Arts, Social Networking, Advertising, Customer Service, Public Speaking, Computer Aided Dispatch, Dispatching, Microsoft Excel, Telecommunications
Education
South Plains College 2006 — 2009
Associate's Degree, Applied Arts Vocal Commercial Music, 3.68
Trinity Christian High School 1992 — 2006
High School, 3.6
Mace Macro June 2015 - Present
Invesco Ltd. June 2015 - Present
Christine Nicole Music 2006 - Present
Corbett Personnel Services, Inc. March 2015 - June 2015
Texas Tech University February 2013 - February 2015
Harvest Children's Academy January 2010 - January 2013
Physical Therapy Associates June 2005 - December 2012
Barbizon Modeling and Entertainment August 2009 - December 2011
Skills
Music, Vocal, Teaching, Event Management, Entertainment, Singing, Songwriting, Social Media, Film, Event Planning, Musical Theatre, Management, Theatre, Recording, Performing Arts, Social Networking, Advertising, Customer Service, Public Speaking, Computer Aided Dispatch, Dispatching, Microsoft Excel, Telecommunications
Education
South Plains College 2006 — 2009
Associate's Degree, Applied Arts Vocal Commercial Music, 3.68
Trinity Christian High School 1992 — 2006
High School, 3.6
Kevin Ramsier Kevin Ramsier's Invesco Ltd. Experience 1998 - 2008
Job M&A Advisor & Entrepreneur
Industry Investment Banking
Experience
VESTICOR Advisors March 2014 - Present
Infinity Investment Partners March 2013 - Present
RESCON January 2014 - Present
SWAT Environmental January 2003 - Present
F-Squared Investments March 2014 - March 2015
SWAT Environmental May 2011 - September 2013
Curian Capital October 2008 - February 2011
Invesco Ltd. 1998 - 2008
Education
Ohio Wesleyan University 1990 — 1993
Bachelor of Arts (BA), Economics
VESTICOR Advisors March 2014 - Present
Infinity Investment Partners March 2013 - Present
RESCON January 2014 - Present
SWAT Environmental January 2003 - Present
F-Squared Investments March 2014 - March 2015
SWAT Environmental May 2011 - September 2013
Curian Capital October 2008 - February 2011
Invesco Ltd. 1998 - 2008
Education
Ohio Wesleyan University 1990 — 1993
Bachelor of Arts (BA), Economics
John Mangieri John Mangieri's Invesco Ltd. Experience 2003 - 2008
Job Manager, MidMarket Sales at Reliant Energy
Industry Oil & Energy
Experience
Reliant Energy June 2013 - Present
Reliant Energy May 2012 - June 2013
Entrust Energy November 2011 - May 2012
Spark Energy December 2010 - October 2011
Direct Energy May 2008 - December 2010
Invesco Ltd. 2003 - 2008
Education
University of St. Thomas (TX) 2006 — 2008
Masters of Business Administration, Finance and Marketing
Purdue University - Krannert School of Management 1998 — 2003
Bachelor of science, Management
Reliant Energy June 2013 - Present
Reliant Energy May 2012 - June 2013
Entrust Energy November 2011 - May 2012
Spark Energy December 2010 - October 2011
Direct Energy May 2008 - December 2010
Invesco Ltd. 2003 - 2008
Education
University of St. Thomas (TX) 2006 — 2008
Masters of Business Administration, Finance and Marketing
Purdue University - Krannert School of Management 1998 — 2003
Bachelor of science, Management
Nicholas Stenger's Invesco Ltd. Experience May 2015 - Present
Job ETF Product Strategy Intern at Invesco PowerShares
Industry Financial Services
Experience
Invesco Ltd. May 2015 - Present
Stenger Enterprises, LLC. 2013 - April 2015
Stonebridge Country Club April 2010 - October 2014
Tennis For Life April 2009 - August 2013
Skills
Tennis, Sales, Marketing, Computer Proficiency, SEO, Social Media Marketing, Social Media, Apple OS, Sports, Entrepreneurship, Web Design, Club, Social Networking, Hospitality, Public Speaking, Marketing Communications, Advertising, Marketing Strategy, Facebook, Customer Service, Microsoft Excel, Leadership, Investments
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2017
Bachelor of Arts (B.A.), Accounting
Wheaton College 2013 — 2014
Business, Economics
Naperville North High School 2009 — 2013
Invesco Ltd. May 2015 - Present
Stenger Enterprises, LLC. 2013 - April 2015
Stonebridge Country Club April 2010 - October 2014
Tennis For Life April 2009 - August 2013
Skills
Tennis, Sales, Marketing, Computer Proficiency, SEO, Social Media Marketing, Social Media, Apple OS, Sports, Entrepreneurship, Web Design, Club, Social Networking, Hospitality, Public Speaking, Marketing Communications, Advertising, Marketing Strategy, Facebook, Customer Service, Microsoft Excel, Leadership, Investments
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2017
Bachelor of Arts (B.A.), Accounting
Wheaton College 2013 — 2014
Business, Economics
Naperville North High School 2009 — 2013
Kien Taing, CPA's Invesco Ltd. Experience June 2008 - May 2010
Job Managing Director at Intact Solutions Group LLC
Industry Accounting
Experience
Intact Solutions Group LLC February 2015 - Present
J Curve LLC May 2013 - February 2015
Invesco Mortgage Capital Inc. May 2010 - May 2013
Invesco Ltd. June 2008 - May 2010
PricewaterhouseCoopers 2003 - 2008
Federal Home Loan Bank of Atlanta June 2001 - May 2003
Skills
SEC filings, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, GAAP, Financial Analysis, CPA, Accounting, Auditing, Sarbanes-Oxley, Financial Modeling, Business Development, Contract Recruitment, Capital Raising, Investor Relations, Corporate Tax, Shared Services, Outsourced Solutions
Education
Oglethorpe University 1999 — 2003
Bachelor of Science, Accounting
Intact Solutions Group LLC February 2015 - Present
J Curve LLC May 2013 - February 2015
Invesco Mortgage Capital Inc. May 2010 - May 2013
Invesco Ltd. June 2008 - May 2010
PricewaterhouseCoopers 2003 - 2008
Federal Home Loan Bank of Atlanta June 2001 - May 2003
Skills
SEC filings, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, GAAP, Financial Analysis, CPA, Accounting, Auditing, Sarbanes-Oxley, Financial Modeling, Business Development, Contract Recruitment, Capital Raising, Investor Relations, Corporate Tax, Shared Services, Outsourced Solutions
Education
Oglethorpe University 1999 — 2003
Bachelor of Science, Accounting
Aaron Schmitz Aaron Schmitz's Invesco Ltd. Experience May 2012 - August 2012
Job Managing Director at NorthWest Holdings Management LLC
Industry Real Estate
Experience
NorthWest Holdings Management LLC June 2007 - Present
KeyPoint Capital Management December 2013 - April 2014
Invesco Ltd. May 2012 - August 2012
Keypoint Capital Management January 2012 - April 2012
West Houston Indoor May 2000 - August 2011
Booz Allen Hamilton August 2007 - February 2011
Sprinkler Warehouse Inc June 2004 - August 2007
The Screamer Company November 2005 - August 2006
Skills
Program Management, Business Development, Project Management, Management Consulting, Investments, Analysis, Real Estate, Strategic Consulting, Systems Engineering, Business Strategy, Real Estate Investment, IT Strategy, Enterprise Architecture, Strategy, Entrepreneurship, Real Estate Finance, Small Business..., Software Project..., Technology Integration, Investment Properties, SEO, Search Engine..., Team Leadership, New Business Development, Equity Research, Real Estate Private..., Hedge Funds, Bloomberg, Asset Management, Property Management, Financial Analysis, Financial Modeling, Management
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Real Estate, Strategy & Entrepreneurship
The University of Texas at Austin 2003 — 2007
BS, Mathematics, Business Administration, Computer Science
NorthWest Holdings Management LLC June 2007 - Present
KeyPoint Capital Management December 2013 - April 2014
Invesco Ltd. May 2012 - August 2012
Keypoint Capital Management January 2012 - April 2012
West Houston Indoor May 2000 - August 2011
Booz Allen Hamilton August 2007 - February 2011
Sprinkler Warehouse Inc June 2004 - August 2007
The Screamer Company November 2005 - August 2006
Skills
Program Management, Business Development, Project Management, Management Consulting, Investments, Analysis, Real Estate, Strategic Consulting, Systems Engineering, Business Strategy, Real Estate Investment, IT Strategy, Enterprise Architecture, Strategy, Entrepreneurship, Real Estate Finance, Small Business..., Software Project..., Technology Integration, Investment Properties, SEO, Search Engine..., Team Leadership, New Business Development, Equity Research, Real Estate Private..., Hedge Funds, Bloomberg, Asset Management, Property Management, Financial Analysis, Financial Modeling, Management
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Real Estate, Strategy & Entrepreneurship
The University of Texas at Austin 2003 — 2007
BS, Mathematics, Business Administration, Computer Science
Alesia Coffman's Invesco Ltd. Experience April 2006 - May 2012
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Investment Management
Experience
True North Advisors October 2013 - August 2015
ISN May 2012 - June 2013
Invesco Ltd. April 2006 - May 2012
Westwood Holdings Group January 2004 - April 2006
John McStay Investment Counsel 2000 - 2005
Skills
Investment Management, Alternative Investments, Asset Management, Equities, Investment Strategies, Mutual Funds, Portfolio Management, Hedge Funds, Investments, Financial Modeling, Fixed Income, Valuation, Capital Markets, Securities, Equity Research, Strategy, Business Strategy
Education
Saint Leo University
Bachelor of Business Administration, Business Management & Finance
True North Advisors October 2013 - August 2015
ISN May 2012 - June 2013
Invesco Ltd. April 2006 - May 2012
Westwood Holdings Group January 2004 - April 2006
John McStay Investment Counsel 2000 - 2005
Skills
Investment Management, Alternative Investments, Asset Management, Equities, Investment Strategies, Mutual Funds, Portfolio Management, Hedge Funds, Investments, Financial Modeling, Fixed Income, Valuation, Capital Markets, Securities, Equity Research, Strategy, Business Strategy
Education
Saint Leo University
Bachelor of Business Administration, Business Management & Finance
Jeff Przylucki Jeff Przylucki's Invesco Ltd. Experience January 2012 - March 2012
Job
Industry Information Technology and Services
Experience
Polaris Solutions March 2012 - Present
Invesco Ltd. January 2012 - March 2012
Sogeti USA April 2007 - March 2012
SSAB August 2008 - December 2011
Software Architects Inc June 1995 - April 2007
Skills
Consulting, Microsoft Technologies, TFS, WCF, C#, .NET, Requirements Analysis, Microsoft SQL Server, Enterprise Architecture, ASP.NET, SQL, VB.NET, Agile Methodologies, SOA, Integration, SDLC, Solution Architecture, SSRS, Business Intelligence, SharePoint
Education
Northern Illinois University 1991 — 1995
BS
Polaris Solutions March 2012 - Present
Invesco Ltd. January 2012 - March 2012
Sogeti USA April 2007 - March 2012
SSAB August 2008 - December 2011
Software Architects Inc June 1995 - April 2007
Skills
Consulting, Microsoft Technologies, TFS, WCF, C#, .NET, Requirements Analysis, Microsoft SQL Server, Enterprise Architecture, ASP.NET, SQL, VB.NET, Agile Methodologies, SOA, Integration, SDLC, Solution Architecture, SSRS, Business Intelligence, SharePoint
Education
Northern Illinois University 1991 — 1995
BS
Brendan Jonland Brendan Jonland's Invesco Ltd. Experience June 2010 - December 2012
Job Regional Vice President at American Funds
Industry Financial Services
Experience
American Funds January 2013 - Present
Invesco Ltd. June 2010 - December 2012
Invesco Ltd. July 2006 - June 2010
UBS Global Asset Management May 2005 - August 2005
Education
Northwestern University 2007 — 2008
Certification, Certified Financial Planner
University of Illinois at Urbana-Champaign 2001 — 2005
Bacehlor's Degree
American Funds January 2013 - Present
Invesco Ltd. June 2010 - December 2012
Invesco Ltd. July 2006 - June 2010
UBS Global Asset Management May 2005 - August 2005
Education
Northwestern University 2007 — 2008
Certification, Certified Financial Planner
University of Illinois at Urbana-Champaign 2001 — 2005
Bacehlor's Degree
Mila Gayao, PHR Mila Gayao, PHR's Invesco Ltd. Experience 2001 - 2012
Job Human Resource Professional Specialized in Training and Development
Industry Investment Management
Experience
Invesco Ltd. 2001 - 2012
Mental Health and Mental Retardation Authority of Harris County July 1992 - January 2001
Skills
Instructional Design, Instructor-led Training, Instructional Manuals, Technical Writing, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Project Management, Human Resources, Policy
Education
Pamantasan ng Lungsod ng Maynila
Bachelor of Business Administration (B.B.A.), Management
Invesco Ltd. 2001 - 2012
Mental Health and Mental Retardation Authority of Harris County July 1992 - January 2001
Skills
Instructional Design, Instructor-led Training, Instructional Manuals, Technical Writing, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Project Management, Human Resources, Policy
Education
Pamantasan ng Lungsod ng Maynila
Bachelor of Business Administration (B.B.A.), Management
Travis Morgan Travis Morgan's Invesco Ltd. Experience June 2011 - Present
Job Director Internal Audit at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. June 2011 - Present
Ernst & Young December 2006 - May 2011
Grant Thornton LLP August 2005 - November 2006
Farmers Insurance August 2001 - August 2005
Skills
Internal Audit, Risk Management, Internal Controls, Auditing, Enterprise Risk..., Sarbanes-Oxley Act, Sarbanes-Oxley, IT Audit, Risk Assessment, Financial Risk, Certified Fraud Examiner, Fraud Investigations, Fraud Detection, Anti Money Laundering, Internal Audit..., SAS70, SOC 1
Education
University of Washington 1998 — 2000
BS, Zoology
Seattle Pacific University 1996 — 1998
Invesco Ltd. June 2011 - Present
Ernst & Young December 2006 - May 2011
Grant Thornton LLP August 2005 - November 2006
Farmers Insurance August 2001 - August 2005
Skills
Internal Audit, Risk Management, Internal Controls, Auditing, Enterprise Risk..., Sarbanes-Oxley Act, Sarbanes-Oxley, IT Audit, Risk Assessment, Financial Risk, Certified Fraud Examiner, Fraud Investigations, Fraud Detection, Anti Money Laundering, Internal Audit..., SAS70, SOC 1
Education
University of Washington 1998 — 2000
BS, Zoology
Seattle Pacific University 1996 — 1998
Jeffrey Hale AIFA® Jeffrey Hale AIFA®'s Invesco Ltd. Experience 1999 - 2008
Job Senior Consultant at Pentegra
Industry Financial Services
Experience
Pentegra Retirement Services January 2010 - Present
USI Consulting Group November 2008 - April 2009
Merrill Lynch November 1999 - November 2008
Invesco Ltd. 1999 - 2008
T Rowe Price September 1994 - September 1999
T. Rowe Price September 1994 - January 1997
Skills
Retirement, Pensions, Investments, Portfolio Management, Retirement Planning, Employee Benefits, Defined Benefit, Finance, ERISA, 401k, Mergers & Acquisitions, Wealth Management, Asset Allocation, Banking, Mutual Funds, Defined Contribution, Leadership, Strategic Financial..., Investment Management, Relationship Management, Asset Management, Deferred Compensation, Investment Advisory, Financial Advisory, Investment Strategies, Plan Design, Benefits Administration, Mergers, FINRA, Fiduciary Management, Hedge Funds, Due Diligence, ERISA 3(21) Fiduciary, ERISA 3(38) Fiduciary
Education
University of Wisconsin-Stevens Point 1990 — 1992
Master’s Degree, Organizational Communication
University of South Florida 1988 — 1990
Bachelor’s Degree, Industrial and Organizational Psychology
St. Petersburg College 1985 — 1988
Associate’s Degree
Pentegra Retirement Services January 2010 - Present
USI Consulting Group November 2008 - April 2009
Merrill Lynch November 1999 - November 2008
Invesco Ltd. 1999 - 2008
T Rowe Price September 1994 - September 1999
T. Rowe Price September 1994 - January 1997
Skills
Retirement, Pensions, Investments, Portfolio Management, Retirement Planning, Employee Benefits, Defined Benefit, Finance, ERISA, 401k, Mergers & Acquisitions, Wealth Management, Asset Allocation, Banking, Mutual Funds, Defined Contribution, Leadership, Strategic Financial..., Investment Management, Relationship Management, Asset Management, Deferred Compensation, Investment Advisory, Financial Advisory, Investment Strategies, Plan Design, Benefits Administration, Mergers, FINRA, Fiduciary Management, Hedge Funds, Due Diligence, ERISA 3(21) Fiduciary, ERISA 3(38) Fiduciary
Education
University of Wisconsin-Stevens Point 1990 — 1992
Master’s Degree, Organizational Communication
University of South Florida 1988 — 1990
Bachelor’s Degree, Industrial and Organizational Psychology
St. Petersburg College 1985 — 1988
Associate’s Degree
Lou Kafkes's Invesco Ltd. Experience June 2010 - February 2012
Job Senior Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2012 - Present
Invesco Ltd. June 2010 - February 2012
Morgan Stanley (Van Kampen Investments) January 2003 - June 2010
Morgan Stanley (Van Kampen Investments) January 2001 - January 2003
Information Resources, Inc January 1998 - January 2001
Zenith Electronics Corporation January 1997 - January 1998
Sweetheart Cup Company, Inc January 1994 - January 1997
Skills
Executive Management, Strategic Planning, Operational Excellence, Team Building, Process Improvement, Performance Metrics, Project Execution, Financial Analysis, Financial Modeling, Data Analysis, Data Interpretation, Microsoft Office, Play-by-play, Fundraising
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Operations Management and Marketing
Northwestern University
Bachelor of Science (B.S.), Industrial Engineering and Management Science
Nuveen Investments July 2012 - Present
Invesco Ltd. June 2010 - February 2012
Morgan Stanley (Van Kampen Investments) January 2003 - June 2010
Morgan Stanley (Van Kampen Investments) January 2001 - January 2003
Information Resources, Inc January 1998 - January 2001
Zenith Electronics Corporation January 1997 - January 1998
Sweetheart Cup Company, Inc January 1994 - January 1997
Skills
Executive Management, Strategic Planning, Operational Excellence, Team Building, Process Improvement, Performance Metrics, Project Execution, Financial Analysis, Financial Modeling, Data Analysis, Data Interpretation, Microsoft Office, Play-by-play, Fundraising
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Operations Management and Marketing
Northwestern University
Bachelor of Science (B.S.), Industrial Engineering and Management Science
Aamil Noorani Aamil Noorani's Invesco Ltd. Experience August 2010 - Present
Job Adv. Business Intelligence Analyst at Invesco Ltd.
Industry Information Technology and Services
Experience
Invesco Ltd. August 2010 - Present
Invesco Aim April 2010 - August 2010
Skills
Crystal Reports, Microsoft SQL Server, Data Modeling, Databases, T-SQL, SQL, Business Analysis, Business Intelligence..., Oracle, Access, Unix, SSRS, Informatica, Business Intelligence, SharePoint
Education
University of Houston 2005 — 2009
Bachelor, Computer Information Systems
North Harris College 2004 — 2005
Associates, Information Systems
St. Petersburg College 2002 — 2004
Associates, Health Information Systems
Invesco Ltd. August 2010 - Present
Invesco Aim April 2010 - August 2010
Skills
Crystal Reports, Microsoft SQL Server, Data Modeling, Databases, T-SQL, SQL, Business Analysis, Business Intelligence..., Oracle, Access, Unix, SSRS, Informatica, Business Intelligence, SharePoint
Education
University of Houston 2005 — 2009
Bachelor, Computer Information Systems
North Harris College 2004 — 2005
Associates, Information Systems
St. Petersburg College 2002 — 2004
Associates, Health Information Systems
Brian Parkinson Brian Parkinson's Invesco Ltd. Experience February 2002 - February 2004
Job Project Manager Americas SFDC Deployment Lead at HewlettPackard
Industry Marketing and Advertising
Experience
Hewlett-Packard June 2013 - Present
Hewlett-Packard/TEKsystems April 2012 - Present
AMD/Liaison Resources April 2011 - April 2012
Hoovers Inc. September 2009 - May 2010
Hoovers Inc. March 2005 - August 2009
Invesco Ltd. February 2002 - February 2004
Invesco Ltd. April 1996 - January 2002
Invesco Ltd. February 1994 - March 1996
Skills
Quality Assurance, Project Management, WebEx, Call Center, Sales Operations
Education
San Diego State University-California State University 1988 — 1993
BS, Bachelor of Science- Business Administration (Management)
Hewlett-Packard June 2013 - Present
Hewlett-Packard/TEKsystems April 2012 - Present
AMD/Liaison Resources April 2011 - April 2012
Hoovers Inc. September 2009 - May 2010
Hoovers Inc. March 2005 - August 2009
Invesco Ltd. February 2002 - February 2004
Invesco Ltd. April 1996 - January 2002
Invesco Ltd. February 1994 - March 1996
Skills
Quality Assurance, Project Management, WebEx, Call Center, Sales Operations
Education
San Diego State University-California State University 1988 — 1993
BS, Bachelor of Science- Business Administration (Management)
Daniel A. Kostyk CFA Daniel A. Kostyk CFA's Invesco Ltd. Experience June 2004 - March 2010
Job Portfolio Management & Power / Energy Engineering
Industry Financial Services
Experience
Invesco Ltd. June 2004 - March 2010
Invesco Ltd. September 1998 - June 2004
Invesco Ltd. June 1995 - March 1998
Fluor Daniel January 1984 - June 1995
Education
The University of Chicago Booth School of Business 1992 — 1994
Northwestern University 1974 — 1978
BSME, Mechanical Enginering
Invesco Ltd. June 2004 - March 2010
Invesco Ltd. September 1998 - June 2004
Invesco Ltd. June 1995 - March 1998
Fluor Daniel January 1984 - June 1995
Education
The University of Chicago Booth School of Business 1992 — 1994
Northwestern University 1974 — 1978
BSME, Mechanical Enginering
Liam Grace Liam Grace's Invesco Ltd. Experience 2003 - 2006
Job Commercial Sales & Leasing Associate at Beau Box Commercial Real Estate
Industry Commercial Real Estate
Experience
Beau Box Commercial Real Estate April 2014 - Present
Butler Callahan Holdings 2012 - 2014
Lincoln Property Company Commercial, Inc. 2006 - 2010
Invesco Ltd. 2003 - 2006
Skills
Commercial Leasing, Acquisitions, Real Estate Development, Underwriting, Business Development
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master's degree, Finance, General
Southern Methodist University 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Economics
Woodberry Forest School 1994 — 1998
High School
Beau Box Commercial Real Estate April 2014 - Present
Butler Callahan Holdings 2012 - 2014
Lincoln Property Company Commercial, Inc. 2006 - 2010
Invesco Ltd. 2003 - 2006
Skills
Commercial Leasing, Acquisitions, Real Estate Development, Underwriting, Business Development
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master's degree, Finance, General
Southern Methodist University 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Economics
Woodberry Forest School 1994 — 1998
High School
Justin Levantino, CIMA Justin Levantino, CIMA's Invesco Ltd. Experience 2008 - March 2011
Job Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock April 2015 - Present
Calamos Investments November 2012 - April 2015
ETF Securities April 2011 - November 2012
Invesco Aim April 2008 - March 2011
Invesco Ltd. 2008 - March 2011
Skills
Asset Management, Series 7, ETFs, Mutual Funds, Investments, Asset Managment
Education
Sam Houston State University 1999 — 2003
B.B.A, Marketing
BlackRock April 2015 - Present
Calamos Investments November 2012 - April 2015
ETF Securities April 2011 - November 2012
Invesco Aim April 2008 - March 2011
Invesco Ltd. 2008 - March 2011
Skills
Asset Management, Series 7, ETFs, Mutual Funds, Investments, Asset Managment
Education
Sam Houston State University 1999 — 2003
B.B.A, Marketing
Jeff Shaddix, MBA, PMP Jeff Shaddix, MBA, PMP's Invesco Ltd. Experience 2000 - 2002
Job Program/Project Management Expert
Industry Oil & Energy
Experience
Chevron July 2014 - Present
Chevron July 2013 - July 2014
Baker Hughes November 2011 - July 2013
Gexa Energy July 2011 - November 2011
CEVA Logistics September 2007 - July 2011
Continental Airlines 2006 - 2007
First Data Corp 2003 - 2006
Invesco Ltd. 2000 - 2002
New York Yankees May 1998 - September 1998
Skills
IT Management, Software Implementation, Process Improvement, Vendor Management, Business Analysis, Project Management, ITIL, SDLC, Change Management, Program Management, Business Process..., IT Strategy, Visio, PMO, Business Process, Requirements Analysis, Integration, MS Project, PMP, Software Project..., Microsoft Exchange, Product Management, Project Planning, Business Strategy, Risk Management, Agile Methodologies, IT Service Management, Business Intelligence, Software Development, Scrum, PMO Development, Infrastructure..., Applications..., Active Directory, Project Manager..., Contract Negotiation, Service Management, Oil/Gas, Oilfield, Energy, Finance, MBA, Cost Savings Strategies, Requirements Gathering, Leadership, Budget Estimating, Lean Management, Presenting to Senior..., Project Portfolio..., Information Technology
Education
Regis University - MBA 2006 — 2011
MBA, MBA-Operations Management / Master's Certificate in Project Management
University of Houston-Downtown - BS 2000 — 2000
BS
Texas Christian University 1996 — 1998
Rice University 1994 — 1996
Chevron July 2014 - Present
Chevron July 2013 - July 2014
Baker Hughes November 2011 - July 2013
Gexa Energy July 2011 - November 2011
CEVA Logistics September 2007 - July 2011
Continental Airlines 2006 - 2007
First Data Corp 2003 - 2006
Invesco Ltd. 2000 - 2002
New York Yankees May 1998 - September 1998
Skills
IT Management, Software Implementation, Process Improvement, Vendor Management, Business Analysis, Project Management, ITIL, SDLC, Change Management, Program Management, Business Process..., IT Strategy, Visio, PMO, Business Process, Requirements Analysis, Integration, MS Project, PMP, Software Project..., Microsoft Exchange, Product Management, Project Planning, Business Strategy, Risk Management, Agile Methodologies, IT Service Management, Business Intelligence, Software Development, Scrum, PMO Development, Infrastructure..., Applications..., Active Directory, Project Manager..., Contract Negotiation, Service Management, Oil/Gas, Oilfield, Energy, Finance, MBA, Cost Savings Strategies, Requirements Gathering, Leadership, Budget Estimating, Lean Management, Presenting to Senior..., Project Portfolio..., Information Technology
Education
Regis University - MBA 2006 — 2011
MBA, MBA-Operations Management / Master's Certificate in Project Management
University of Houston-Downtown - BS 2000 — 2000
BS
Texas Christian University 1996 — 1998
Rice University 1994 — 1996
Rami Singh's Invesco Ltd. Experience June 2002 - June 2004
Job Entreprenuer
Industry Investment Management
Experience
Ambac September 2009 - August 2015
General Motors Asset Management June 2006 - September 2009
Invesco Ltd. June 2002 - June 2004
Morgan Stanley Dean Witter March 2000 - September 2001
Skills
Fixed Income, Derivatives, Investments, Valuation, Operations Management, Fair Market Value, Asset Managment, Pricing Analysis, Loan Pricing, Securities, Trading, Bloomberg, Hedge Funds, Alternative Investments, Asset Management, Risk Management, Equities
Education
Pace University - Lubin School of Business 1997 — 2001
BBA, Finance, Accounting
Ambac September 2009 - August 2015
General Motors Asset Management June 2006 - September 2009
Invesco Ltd. June 2002 - June 2004
Morgan Stanley Dean Witter March 2000 - September 2001
Skills
Fixed Income, Derivatives, Investments, Valuation, Operations Management, Fair Market Value, Asset Managment, Pricing Analysis, Loan Pricing, Securities, Trading, Bloomberg, Hedge Funds, Alternative Investments, Asset Management, Risk Management, Equities
Education
Pace University - Lubin School of Business 1997 — 2001
BBA, Finance, Accounting
Howie Guarini Howie Guarini's Invesco Ltd. Experience April 1998 - March 2000
Job Software Developer at Voya Financial
Industry Financial Services
Experience
Voya Financial April 2000 - Present
Morgan Stanley Investment Management 2002 - 2005
Invesco Ltd. April 1998 - March 2000
GE Capital March 1996 - April 1998
MCI April 1993 - March 1996
Education
Shippensburg University of Pennsylvania 1988 — 1992
Bachelor's Degree, Business Information Systems
Churchville Elementary
Churchville Elementary
Churchville Elementary
Voya Financial April 2000 - Present
Morgan Stanley Investment Management 2002 - 2005
Invesco Ltd. April 1998 - March 2000
GE Capital March 1996 - April 1998
MCI April 1993 - March 1996
Education
Shippensburg University of Pennsylvania 1988 — 1992
Bachelor's Degree, Business Information Systems
Churchville Elementary
Churchville Elementary
Churchville Elementary
Melanie Hoffman Melanie Hoffman's Invesco Ltd. Experience June 2010 - August 2011
Job Vice President, DCIO Channel Marketing Manager at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments August 2011 - Present
Invesco Ltd. June 2010 - August 2011
Morgan Stanley Investment Management May 2006 - June 2010
PNC Financial Services May 2002 - May 2006
Federated Investors February 2001 - May 2002
Education
Robert Morris University
Nuveen Investments August 2011 - Present
Invesco Ltd. June 2010 - August 2011
Morgan Stanley Investment Management May 2006 - June 2010
PNC Financial Services May 2002 - May 2006
Federated Investors February 2001 - May 2002
Education
Robert Morris University
Preete Bhatia's Invesco Ltd. Experience 2011 - 2011
Job FVP, Human Resources Business Partner at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank November 2013 - Present
SunTrust Bank March 2013 - Present
Novelis January 2012 - March 2013
Novelis February 2011 - January 2012
Invesco Ltd. 2011 - 2011
ING Americas April 2007 - December 2010
ING Americas December 2004 - April 2007
Hewitt Associates June 1998 - July 1999
Skills
Process Improvement, Deferred Compensation, Human Resources, Executive Pay, Incentive Programs, Market Pricing, Personnel Management, Employee Benefits, Benchmarking, HR Consulting, HRIS, PeopleSoft, Employee Relations, Performance Management, Succession Planning, HR Policies, Vendor Management, Talent Management, Employee Engagement, Benefits Administration, Change Management, Strategic HR, Training, Workforce Planning
Education
World at Work 2010 — 2010
CCP, Certified Compensation Prof.
Southern Polytechnic State University 1999 — 2001
MSc, Management Information Systems
University of Arkansas 1994 — 1998
BBA, Computer Information Systems
SunTrust Bank November 2013 - Present
SunTrust Bank March 2013 - Present
Novelis January 2012 - March 2013
Novelis February 2011 - January 2012
Invesco Ltd. 2011 - 2011
ING Americas April 2007 - December 2010
ING Americas December 2004 - April 2007
Hewitt Associates June 1998 - July 1999
Skills
Process Improvement, Deferred Compensation, Human Resources, Executive Pay, Incentive Programs, Market Pricing, Personnel Management, Employee Benefits, Benchmarking, HR Consulting, HRIS, PeopleSoft, Employee Relations, Performance Management, Succession Planning, HR Policies, Vendor Management, Talent Management, Employee Engagement, Benefits Administration, Change Management, Strategic HR, Training, Workforce Planning
Education
World at Work 2010 — 2010
CCP, Certified Compensation Prof.
Southern Polytechnic State University 1999 — 2001
MSc, Management Information Systems
University of Arkansas 1994 — 1998
BBA, Computer Information Systems
Steven Lumpkin's Invesco Ltd. Experience November 2000 - January 2012
Job Director of Talent Acquisition at Nalco Champion
Industry Human Resources
Experience
Nalco Champion May 2014 - Present
Transocean January 2012 - May 2014
Invesco Ltd. November 2000 - January 2012
Skills
Talent Management, Strategic HR, HR Transformation, Employee Relations, Succession Planning, Talent Acquisition, Compensation, Metrics, Interviewing, Organizational Design, Talent Development, Applicant Tracking..., Recruitment/Retention, Executive Search, Full-cycle Recruiting, Technical Recruiting, Onboarding, Human Capital Management, Workforce Planning, Immigration, HRIS, Performance Management, Hiring, PeopleSoft, Sales Recruitment, Direct Recruiting, Organizational..., Employer Branding, HR Consulting, Executive Compensation, Employee Engagement, College Recruiting, Sourcing, Internet Recruiting, HR Policies, Employment Law, Management, Recruiting, Interviews, Deferred Compensation, Staffing Services, Personnel Management, Temporary Placement, Benefits Administration, New Hire Orientations, Job Descriptions, Taleo, Human Resources, Leadership, Training
Education
Radford University 1990 — 1995
BBA, Marketing
Kempsville High School, Va. Beach, VA
Nalco Champion May 2014 - Present
Transocean January 2012 - May 2014
Invesco Ltd. November 2000 - January 2012
Skills
Talent Management, Strategic HR, HR Transformation, Employee Relations, Succession Planning, Talent Acquisition, Compensation, Metrics, Interviewing, Organizational Design, Talent Development, Applicant Tracking..., Recruitment/Retention, Executive Search, Full-cycle Recruiting, Technical Recruiting, Onboarding, Human Capital Management, Workforce Planning, Immigration, HRIS, Performance Management, Hiring, PeopleSoft, Sales Recruitment, Direct Recruiting, Organizational..., Employer Branding, HR Consulting, Executive Compensation, Employee Engagement, College Recruiting, Sourcing, Internet Recruiting, HR Policies, Employment Law, Management, Recruiting, Interviews, Deferred Compensation, Staffing Services, Personnel Management, Temporary Placement, Benefits Administration, New Hire Orientations, Job Descriptions, Taleo, Human Resources, Leadership, Training
Education
Radford University 1990 — 1995
BBA, Marketing
Kempsville High School, Va. Beach, VA
D.J. Venn, CFA's Invesco Ltd. Experience July 2011 - June 2013
Job Senior Vice President at Onyx Equities
Industry Commercial Real Estate
Experience
Onyx Equities January 2015 - Present
Onyx Equities June 2013 - December 2014
Invesco Ltd. July 2011 - June 2013
Urdang Capital Management January 2007 - July 2011
Skills
Real Estate Economics, Asset Management, Investments, Commercial Real Estate, Real Estate Financing, Acquisitions, Argus Modeling, Lease Negotiations, Investment Properties, Real Estate Transactions, Disposition, Real Estate Private..., Real Estate Development, Real Estate, Valuation, Due Diligence, Brokerage, Dispositions
Education
Penn State University 2002 — 2006
Bachelor of Science (BS), Finance, General
Onyx Equities January 2015 - Present
Onyx Equities June 2013 - December 2014
Invesco Ltd. July 2011 - June 2013
Urdang Capital Management January 2007 - July 2011
Skills
Real Estate Economics, Asset Management, Investments, Commercial Real Estate, Real Estate Financing, Acquisitions, Argus Modeling, Lease Negotiations, Investment Properties, Real Estate Transactions, Disposition, Real Estate Private..., Real Estate Development, Real Estate, Valuation, Due Diligence, Brokerage, Dispositions
Education
Penn State University 2002 — 2006
Bachelor of Science (BS), Finance, General
Danielle Davis, AAMS's Invesco Ltd. Experience September 2011 - July 2013
Job Strategic Account Manager at AIG
Industry Financial Services
Experience
AIG July 2013 - Present
Invesco Ltd. September 2011 - July 2013
Invesco Ltd. July 2005 - September 2011
Invesco Ltd. April 2001 - July 2005
Invesco Ltd. August 2000 - April 2001
Skills
Series 7, Series 65, Series 63, Life Insurance, Alternative Investments, Asset Allocation, Asset Management, Investments, Mutual Funds, National Accounts, Series 6, Securities, Relationship Management, Financial Services, Investment Strategies
Education
Southern Methodist University - Cox School of Business 1996 — 2000
AIG July 2013 - Present
Invesco Ltd. September 2011 - July 2013
Invesco Ltd. July 2005 - September 2011
Invesco Ltd. April 2001 - July 2005
Invesco Ltd. August 2000 - April 2001
Skills
Series 7, Series 65, Series 63, Life Insurance, Alternative Investments, Asset Allocation, Asset Management, Investments, Mutual Funds, National Accounts, Series 6, Securities, Relationship Management, Financial Services, Investment Strategies
Education
Southern Methodist University - Cox School of Business 1996 — 2000
Rhonda Dixon-Gunner's Invesco Ltd. Experience July 2000 - Present
Job Senior Officer at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. July 2000 - Present
Invesco Aim 2000 - Present
OppenheimerFunds 1982 - 2000
Skills
Financial Services, Mutual Funds, Asset Managment, Securities, Portfolio Management, Relationship Management, Series 7, Investments, Alternative Investments, Equities, Wealth Management, 401k, Life Insurance, Asset Management, Hedge Funds, Asset Allocation, Investment Management, Retirement Planning, Fixed Income, Risk Management, Series 63, ETFs
Education
Regis University
Bachelor of Science (BS), Business Administration and Management, General
Invesco Ltd. July 2000 - Present
Invesco Aim 2000 - Present
OppenheimerFunds 1982 - 2000
Skills
Financial Services, Mutual Funds, Asset Managment, Securities, Portfolio Management, Relationship Management, Series 7, Investments, Alternative Investments, Equities, Wealth Management, 401k, Life Insurance, Asset Management, Hedge Funds, Asset Allocation, Investment Management, Retirement Planning, Fixed Income, Risk Management, Series 63, ETFs
Education
Regis University
Bachelor of Science (BS), Business Administration and Management, General
Kristen L McDowell's Invesco Ltd. Experience March 2015 - Present
Job Senior Digital Business Analyst Team Lead at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. March 2015 - Present
Invesco March 2008 - March 2015
Invesco Aim January 2004 - March 2008
AIM Investments August 2000 - January 2004
AIM Investments June 1999 - August 2000
Skills
User Experience, Series 7, Investments, Requirements Gathering, Analysis, Client Services, Business Analysis, Process Improvement, Series 6, Sales, Customer Service, Mutual Funds
Education
Sam Houston State University 1994 — 1999
BBA, Marketing
Invesco Ltd. March 2015 - Present
Invesco March 2008 - March 2015
Invesco Aim January 2004 - March 2008
AIM Investments August 2000 - January 2004
AIM Investments June 1999 - August 2000
Skills
User Experience, Series 7, Investments, Requirements Gathering, Analysis, Client Services, Business Analysis, Process Improvement, Series 6, Sales, Customer Service, Mutual Funds
Education
Sam Houston State University 1994 — 1999
BBA, Marketing
Val Valdois Jr's Invesco Ltd. Experience December 2014 - Present
Job Senior Compliance Officer at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. December 2014 - Present
Helvea February 2007 - December 2012
Lombard Odier June 2006 - January 2007
Helvea May 2005 - May 2006
AIM Management (now Invesco) 1998 - 2005
Skills
Traders, Asset Management, Capital Markets, Foreign Exchange, Sales, Investment Banking, Business Strategy, Electronic Trading, New Business Development, Financial Markets, Investment Strategies, Equity Research, Portfolio Management, Settlement, Bloomberg, Equity Trading, Mutual Funds, Investments, Equities, Trading, Securities, Due Diligence, Management, Trading Systems, Financial Analysis, Risk Management, Currency, Equity Valuation, Customer Service, Emerging Markets
Education
Oklahoma State University
Bachelor of Science (BS), Business Administration and Management, General
University of Oklahoma
Invesco Ltd. December 2014 - Present
Helvea February 2007 - December 2012
Lombard Odier June 2006 - January 2007
Helvea May 2005 - May 2006
AIM Management (now Invesco) 1998 - 2005
Skills
Traders, Asset Management, Capital Markets, Foreign Exchange, Sales, Investment Banking, Business Strategy, Electronic Trading, New Business Development, Financial Markets, Investment Strategies, Equity Research, Portfolio Management, Settlement, Bloomberg, Equity Trading, Mutual Funds, Investments, Equities, Trading, Securities, Due Diligence, Management, Trading Systems, Financial Analysis, Risk Management, Currency, Equity Valuation, Customer Service, Emerging Markets
Education
Oklahoma State University
Bachelor of Science (BS), Business Administration and Management, General
University of Oklahoma
Tanya Micek's Invesco Ltd. Experience 1990 - May 2005
Job Head of Funds at Thomson Reuters
Industry Investment Management
Experience
Thomson Reuters July 2014 - Present
Thomson Reuters June 2011 - Present
Thomson Reuters September 2010 - August 2011
Thomson Reuters 2006 - March 2011
Oppenheimer 2005 - 2006
INVESCO Funds Group / Aim Investments January 1990 - May 2005
Invesco Ltd. 1990 - May 2005
Mountain States Bank 1986 - 1990
Skills
Cross-cultural Teams, New Business Development, Business Process..., Customer Experience, Strategic Planning, Project Leadership, Operational Excellence, Leadership, Mutual Funds, Project Management, Financial Services, Business Analysis, Employee Training, Analysis, Program Management, Team Leadership, Portfolio Management, Investments, Integration, Management, Process Improvement, Databases, Equities, Fixed Income, Securities, Mergers & Acquisitions, Quality Assurance, Requirements Analysis
Education
Regis University
Thomson Reuters July 2014 - Present
Thomson Reuters June 2011 - Present
Thomson Reuters September 2010 - August 2011
Thomson Reuters 2006 - March 2011
Oppenheimer 2005 - 2006
INVESCO Funds Group / Aim Investments January 1990 - May 2005
Invesco Ltd. 1990 - May 2005
Mountain States Bank 1986 - 1990
Skills
Cross-cultural Teams, New Business Development, Business Process..., Customer Experience, Strategic Planning, Project Leadership, Operational Excellence, Leadership, Mutual Funds, Project Management, Financial Services, Business Analysis, Employee Training, Analysis, Program Management, Team Leadership, Portfolio Management, Investments, Integration, Management, Process Improvement, Databases, Equities, Fixed Income, Securities, Mergers & Acquisitions, Quality Assurance, Requirements Analysis
Education
Regis University
Erin Breslin's Invesco Ltd. Experience June 2010 - Present
Job Manager at Invesco Ltd
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley November 2006 - September 2010
Mahoney Cohen & Company, CPA, P.C. 2003 - 2006
Education
Providence College 1999 — 2003
Invesco Ltd. June 2010 - Present
Morgan Stanley November 2006 - September 2010
Mahoney Cohen & Company, CPA, P.C. 2003 - 2006
Education
Providence College 1999 — 2003
Elizabeth Oesterling's Invesco Ltd. Experience February 2012 - Present
Job Compensation Analyst at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. February 2012 - Present
Invesco Ltd. January 1998 - February 2012
Invesco Retirement Inc. 1998 - 2005
Skills
401k, Deferred Compensation, Employee Benefits
Education
Salem College 1979 — 1983
Invesco Ltd. February 2012 - Present
Invesco Ltd. January 1998 - February 2012
Invesco Retirement Inc. 1998 - 2005
Skills
401k, Deferred Compensation, Employee Benefits
Education
Salem College 1979 — 1983
Lisa Masten's Invesco Ltd. Experience February 2012 - Present
Job Team Lead/Project Manager at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. February 2012 - Present
Invesco Ltd. September 2008 - February 2012
McDonnell Investment Management March 2005 - August 2008
Morgan Stanley Investment Management April 2000 - January 2005
Skills
Fixed Income, Vendor Management, Equities, Trading Systems, Asset Management, SDLC, Management, Project Management, Portfolio Management, Requirements Gathering, Derivatives, Investment Management, Business Analysis, Integration, Back Office, Asset Managment
Education
North Central College 1999 — 2001
BA, Finance and Computer Science
Invesco Ltd. February 2012 - Present
Invesco Ltd. September 2008 - February 2012
McDonnell Investment Management March 2005 - August 2008
Morgan Stanley Investment Management April 2000 - January 2005
Skills
Fixed Income, Vendor Management, Equities, Trading Systems, Asset Management, SDLC, Management, Project Management, Portfolio Management, Requirements Gathering, Derivatives, Investment Management, Business Analysis, Integration, Back Office, Asset Managment
Education
North Central College 1999 — 2001
BA, Finance and Computer Science
Brian O'Connell's Invesco Ltd. Experience June 2012 - Present
Job Divisional Sales Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. June 2012 - Present
PowerShares 2011 - June 2012
Invesco June 2010 - June 2012
Van Kampen Investments July 2007 - June 2010
Van Kampen Investments April 2001 - March 2003
Van Kampen Investments January 1999 - March 2001
Skills
Series 7, Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, Sales, Series 63, Morningstar, FINRA, Series 24, Series 65, ETFs
Education
Saint Mary's University of Minnesota 1991 — 1995
Invesco Ltd. June 2012 - Present
PowerShares 2011 - June 2012
Invesco June 2010 - June 2012
Van Kampen Investments July 2007 - June 2010
Van Kampen Investments April 2001 - March 2003
Van Kampen Investments January 1999 - March 2001
Skills
Series 7, Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, Sales, Series 63, Morningstar, FINRA, Series 24, Series 65, ETFs
Education
Saint Mary's University of Minnesota 1991 — 1995
Kimberly Klesel's Invesco Ltd. Experience November 2010 - Present
Job Data Managment Representative at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. November 2010 - Present
INVESCO AIM December 2004 - June 2011
Wal-Mart May 1998 - December 2004
Tomball Ford August 1998 - May 2001
Education
Sam Houston State University 1998 — 2003
BA, Sociology
Invesco Ltd. November 2010 - Present
INVESCO AIM December 2004 - June 2011
Wal-Mart May 1998 - December 2004
Tomball Ford August 1998 - May 2001
Education
Sam Houston State University 1998 — 2003
BA, Sociology
Donny Thoresen's Invesco Ltd. Experience June 2002 - April 2004
Job Chief Operating Officer, Weeks Ventures
Industry Investment Management
Experience
Weeks Ventures, LLC April 2004 - Present
Weeks Robinson Properties September 2008 - February 2011
Invesco Ltd. June 2002 - April 2004
Merrill Lynch December 2001 - May 2002
Education
University of Georgia - Terry College of Business 2004 — 2006
MBA, Finance
Presbyterian College 1997 — 2001
Bachelor of Science, Business Admin/Economics
Weeks Ventures, LLC April 2004 - Present
Weeks Robinson Properties September 2008 - February 2011
Invesco Ltd. June 2002 - April 2004
Merrill Lynch December 2001 - May 2002
Education
University of Georgia - Terry College of Business 2004 — 2006
MBA, Finance
Presbyterian College 1997 — 2001
Bachelor of Science, Business Admin/Economics
S. Allen Williams's Invesco Ltd. Experience 1998 - 2001
Job Separate Account Consultant at MetLife
Industry Insurance
Experience
MetLife May 2001 - Present
Invesco Ltd. 1998 - 2001
AMVESCAP Retirement Services (INVESCO) 1998 - 2001
INVESCO Retirement, Inc. 1998 - 2001
AMVESCAP Retirement Inc. 1997 - 2001
Citi 1981 - 1994
Skills
Microsoft Word, Microsoft Excel, PowerPoint, FMS, OmniPlus, Institutional..., Pensions, Teamwork, Process Improvement, Separate Accounts, Account Reconciliation, Defined Benefit, PeopleSoft, Payroll, Access, Investments, 401k, Mutual Funds, Insurance, Fixed Annuities, Employee Benefits, Financial Services, Exceptional People..., Retirement, Business Analysis, Customer Service
Education
State University of New York College at Buffalo 1979 — 1984
Concord Baptist elementary School 1969 — 1972
MetLife May 2001 - Present
Invesco Ltd. 1998 - 2001
AMVESCAP Retirement Services (INVESCO) 1998 - 2001
INVESCO Retirement, Inc. 1998 - 2001
AMVESCAP Retirement Inc. 1997 - 2001
Citi 1981 - 1994
Skills
Microsoft Word, Microsoft Excel, PowerPoint, FMS, OmniPlus, Institutional..., Pensions, Teamwork, Process Improvement, Separate Accounts, Account Reconciliation, Defined Benefit, PeopleSoft, Payroll, Access, Investments, 401k, Mutual Funds, Insurance, Fixed Annuities, Employee Benefits, Financial Services, Exceptional People..., Retirement, Business Analysis, Customer Service
Education
State University of New York College at Buffalo 1979 — 1984
Concord Baptist elementary School 1969 — 1972
Wendy Horton's Invesco Ltd. Experience March 2000 - Present
Job Senior Graphic Designer
Industry Design
Experience
Candidly Beautiful Photographic Collections February 2010 - Present
Invesco Ltd. March 2000 - Present
Skills
Graphic Design, Multimedia, Microsoft Office, Photography, Photoshop, Adobe Creative Suite, Web Design, Digital Photography, Illustrator, Dreamweaver, InDesign, Layout, Online Marketing, Marketing Communications, Email Marketing, PowerPoint, Event Planning, HTML, Word, Art, Baking, Graphics, Marketing, QuarkXPress, Brochures, Microsoft Word, Newsletters, Advertising, Pre-press, Social Media Marketing, Social Media, Social Networking, Corporate Branding, Creative Writing, Logo Design, Mac
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1999
BS, Marketing
Candidly Beautiful Photographic Collections February 2010 - Present
Invesco Ltd. March 2000 - Present
Skills
Graphic Design, Multimedia, Microsoft Office, Photography, Photoshop, Adobe Creative Suite, Web Design, Digital Photography, Illustrator, Dreamweaver, InDesign, Layout, Online Marketing, Marketing Communications, Email Marketing, PowerPoint, Event Planning, HTML, Word, Art, Baking, Graphics, Marketing, QuarkXPress, Brochures, Microsoft Word, Newsletters, Advertising, Pre-press, Social Media Marketing, Social Media, Social Networking, Corporate Branding, Creative Writing, Logo Design, Mac
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1999
BS, Marketing
David P. Dewberry, CCP / CECP's Invesco Ltd. Experience 2000 - December 2002
Job Head, Performance, Reward and Benefits (PRB) Delivery, Americas at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank September 2014 - Present
SunTrust Bank August 2013 - September 2014
Pearl Meyer & Partners September 2006 - October 2012
The Bankers Bank August 2003 - September 2006
Invesco Ltd. 2000 - December 2002
Mercer Human Resource Consulting May 1998 - 2000
SunTrust Bank May 1997 - September 1997
United States Army May 1989 - September 1993
Skills
Compensation, Executive Compensation, Incentive Programs, Succession Planning, Banking, Performance Management, Mergers, Governance, Equity Compensation, Executive Pay, Executive Management, Deferred Compensation, Mergers, Leadership, Employee Benefits, Management, Strategy
Education
University of Georgia - Terry College of Business
MBA, Corporate Finance, Investments, International Management
St. Mary's University
BA (Summa Cum Laude), Political Science, Spanish
Standard Chartered Bank September 2014 - Present
SunTrust Bank August 2013 - September 2014
Pearl Meyer & Partners September 2006 - October 2012
The Bankers Bank August 2003 - September 2006
Invesco Ltd. 2000 - December 2002
Mercer Human Resource Consulting May 1998 - 2000
SunTrust Bank May 1997 - September 1997
United States Army May 1989 - September 1993
Skills
Compensation, Executive Compensation, Incentive Programs, Succession Planning, Banking, Performance Management, Mergers, Governance, Equity Compensation, Executive Pay, Executive Management, Deferred Compensation, Mergers, Leadership, Employee Benefits, Management, Strategy
Education
University of Georgia - Terry College of Business
MBA, Corporate Finance, Investments, International Management
St. Mary's University
BA (Summa Cum Laude), Political Science, Spanish
Teresa Oxford's Invesco Ltd. Experience March 2005 - January 2012
Job Attorney
Industry Financial Services
Experience
American Beacon Advisors February 2015 - Present
Axiom January 2012 - February 2015
Invesco Ltd. March 2005 - January 2012
Law Office of Teresa A. Oxford June 2003 - March 2005
U. S. Global Investors, Inc. June 2000 - June 2003
Bexar County District Attorney's Office 1999 - 2000
First Interstate Bank 1989 - 1991
H. D. Vest Financial Services March 1985 - March 1989
Skills
Securities
Education
St. Mary's University School of Law 1994 — 1997
Juris Doctor, Law
University of Texas at Arlington 1981 — 1985
BBA, Finance
L. D. Bell High School 1973 — 1976
FINRA at Wharton
CRCP
American Beacon Advisors February 2015 - Present
Axiom January 2012 - February 2015
Invesco Ltd. March 2005 - January 2012
Law Office of Teresa A. Oxford June 2003 - March 2005
U. S. Global Investors, Inc. June 2000 - June 2003
Bexar County District Attorney's Office 1999 - 2000
First Interstate Bank 1989 - 1991
H. D. Vest Financial Services March 1985 - March 1989
Skills
Securities
Education
St. Mary's University School of Law 1994 — 1997
Juris Doctor, Law
University of Texas at Arlington 1981 — 1985
BBA, Finance
L. D. Bell High School 1973 — 1976
FINRA at Wharton
CRCP
Davis Smith's Invesco Ltd. Experience 1999 - 2001
Job Senior Analyst at Western Asset Management
Industry Financial Services
Experience
Western Asset Management 2003 - Present
Invesco Ltd. 1999 - 2001
Credit Suisse 1996 - 1999
Transamerica 1994 - 1996
Conseco Capital Management January 1989 - May 1995
Skills
Fixed Income, Bloomberg, Investments, Bonds, Asset Management, Derivatives, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Alternative Investments, Capital Markets, Investment Management, Mutual Funds, Investment Strategies, Asset Allocation, Equity Research
Education
Purdue University - Krannert School of Management 1987 — 1988
MS, Management
Purdue University 1985 — 1987
Master of Science (MS), Economics
Western Asset Management 2003 - Present
Invesco Ltd. 1999 - 2001
Credit Suisse 1996 - 1999
Transamerica 1994 - 1996
Conseco Capital Management January 1989 - May 1995
Skills
Fixed Income, Bloomberg, Investments, Bonds, Asset Management, Derivatives, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Alternative Investments, Capital Markets, Investment Management, Mutual Funds, Investment Strategies, Asset Allocation, Equity Research
Education
Purdue University - Krannert School of Management 1987 — 1988
MS, Management
Purdue University 1985 — 1987
Master of Science (MS), Economics
Holly Donovan, MBA, CRPS's Invesco Ltd. Experience January 2010 - Present
Job Sr. Defined Contribution Marketer at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. January 2010 - Present
Hartford Life January 2007 - December 2010
Principal Financial Group December 2003 - August 2006
Benefit Services Corporation 1999 - 2003
Skills
Marketing Communications, Retirement, Retirement Planning, Leadership, Investments, Series 7, Pensions, Employee Benefits, CRM, Defined Contribution, Market Research, Competitive Analysis, Financial Services, Public Speaking, Series 63, Mutual Funds, Asset Allocation, Access, 401k, Project Management, Series 6, Product Development, Fixed Annuities, Asset Management, Relationship Management, FINRA, Marketing, Qualified Retirement..., Retirement Plan..., Institutional..., Investment Strategies, 403 b, Defined Benefit, Alternative Investments, Series 65, Series 24, Investment Advisory
Education
Oglethorpe University
MBA
Invesco Ltd. January 2010 - Present
Hartford Life January 2007 - December 2010
Principal Financial Group December 2003 - August 2006
Benefit Services Corporation 1999 - 2003
Skills
Marketing Communications, Retirement, Retirement Planning, Leadership, Investments, Series 7, Pensions, Employee Benefits, CRM, Defined Contribution, Market Research, Competitive Analysis, Financial Services, Public Speaking, Series 63, Mutual Funds, Asset Allocation, Access, 401k, Project Management, Series 6, Product Development, Fixed Annuities, Asset Management, Relationship Management, FINRA, Marketing, Qualified Retirement..., Retirement Plan..., Institutional..., Investment Strategies, 403 b, Defined Benefit, Alternative Investments, Series 65, Series 24, Investment Advisory
Education
Oglethorpe University
MBA
Alan Gray's Invesco Ltd. Experience 1994 - 2004
Job Vice President at Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
Wellesley Investment Advisors, Inc. January 2013 - Present
Access Distribution Partners, LLC January 2012 - January 2013
Piedmont Capital Distributors October 2010 - January 2012
Alan Gray Financial Services March 2009 - January 2012
Lincoln Financial Distributors 2007 - 2009
FFB Equity Parnters 2004 - 2007
AIM Investments 1994 - 2004
Invesco Ltd. 1994 - 2004
Alliance Capital Management 1989 - 1992
Balcor American Express 1976 - 1986
Skills
Mutual Funds, Asset Management, Separately Managed..., Financial Advisory, Fixed Annuities, Asset Managment, Series 63, Alternative Investments, Investments, Series 7, Asset Allocation, Financial Services, Investment Management, Team Building, Investment Advisory, Series 6, FINRA, Financial Planners, Wealth, Equities, Fixed Income, Series 24, Portfolio Management, Securities, 401k, ETFs, Series 65, IRAs, High Net Worth..., Wealth Management..., Retirement, Retirement Planning, Wealth Management, Public Speaking, Real Estate, Investment Strategies, Investment Properties, Selling, Variable Annuities, Bonds, Annuity, Hedge Funds, Pensions, Wholesaling, Annuities, Insurance, Series 66, Sales Management, Consultative Selling, Real Estate Investment
Education
Southern Illinois University, Carbondale 1969 — 1973
BS, Accounting
Wellesley Investment Advisors, Inc. January 2013 - Present
Access Distribution Partners, LLC January 2012 - January 2013
Piedmont Capital Distributors October 2010 - January 2012
Alan Gray Financial Services March 2009 - January 2012
Lincoln Financial Distributors 2007 - 2009
FFB Equity Parnters 2004 - 2007
AIM Investments 1994 - 2004
Invesco Ltd. 1994 - 2004
Alliance Capital Management 1989 - 1992
Balcor American Express 1976 - 1986
Skills
Mutual Funds, Asset Management, Separately Managed..., Financial Advisory, Fixed Annuities, Asset Managment, Series 63, Alternative Investments, Investments, Series 7, Asset Allocation, Financial Services, Investment Management, Team Building, Investment Advisory, Series 6, FINRA, Financial Planners, Wealth, Equities, Fixed Income, Series 24, Portfolio Management, Securities, 401k, ETFs, Series 65, IRAs, High Net Worth..., Wealth Management..., Retirement, Retirement Planning, Wealth Management, Public Speaking, Real Estate, Investment Strategies, Investment Properties, Selling, Variable Annuities, Bonds, Annuity, Hedge Funds, Pensions, Wholesaling, Annuities, Insurance, Series 66, Sales Management, Consultative Selling, Real Estate Investment
Education
Southern Illinois University, Carbondale 1969 — 1973
BS, Accounting
Brittanni Below, MBA's Invesco Ltd. Experience May 2011 - March 2013
Job HR Business Partner, Health Coach, and Certified Fitness Instructor
Industry Health, Wellness and Fitness
Experience
Invesco March 2013 - Present
Brittanni Below March 2013 - Present
Invesco Ltd. May 2011 - March 2013
ITT Technical Institute November 2010 - April 2011
Bay Area Human Resources Management Association January 2010 - December 2010
ERF Wireless July 2005 - November 2010
Skills
Human Resources, PeopleSoft, HR Consulting, Onboarding, Employment Law, Employee Relations, Recruiting, Taleo, Compass, Performance Management, Organizational..., Benefits Administration, Employee Benefits, Workers Compensation, New Hire Orientations, Career Development, Team Building, Personnel Management, Interviews, Job Descriptions, Start-ups, Conflict Resolution, Payroll, Policy, College Recruiting, Workforce Planning, Training, FMLA, Coaching, Succession Planning, HRIS, Microsoft Office, HR Policies, Customer Service, Talent Management, Analysis, Leadership Development
Education
Texas A&M University-Commerce 2011 — 2013
MBA, Business Administration
University of Houston-Clear Lake 2007 — 2010
Bachelor of Science, Business Management, Human Resources
San Jacinto College 2004 — 2007
Associate of Arts, Business Administration
Invesco March 2013 - Present
Brittanni Below March 2013 - Present
Invesco Ltd. May 2011 - March 2013
ITT Technical Institute November 2010 - April 2011
Bay Area Human Resources Management Association January 2010 - December 2010
ERF Wireless July 2005 - November 2010
Skills
Human Resources, PeopleSoft, HR Consulting, Onboarding, Employment Law, Employee Relations, Recruiting, Taleo, Compass, Performance Management, Organizational..., Benefits Administration, Employee Benefits, Workers Compensation, New Hire Orientations, Career Development, Team Building, Personnel Management, Interviews, Job Descriptions, Start-ups, Conflict Resolution, Payroll, Policy, College Recruiting, Workforce Planning, Training, FMLA, Coaching, Succession Planning, HRIS, Microsoft Office, HR Policies, Customer Service, Talent Management, Analysis, Leadership Development
Education
Texas A&M University-Commerce 2011 — 2013
MBA, Business Administration
University of Houston-Clear Lake 2007 — 2010
Bachelor of Science, Business Management, Human Resources
San Jacinto College 2004 — 2007
Associate of Arts, Business Administration
Ryan Kulik, MBA, CAIA's Invesco Ltd. Experience August 2005 - June 2011
Job Morgan Stanley Merchant Bank & Real Estate Investing
Industry Financial Services
Experience
Morgan Stanley Merchant Bank & Real Estate Investing August 2014 - Present
Morgan Stanley Alternative Investment Partners June 2011 - August 2014
INVESCO Ltd August 2005 - June 2011
Morgan Stanley January 2009 - June 2010
Morgan Stanley May 2006 - January 2009
Morgan Stanley August 2005 - May 2006
Countrywide Financial Corp December 2004 - July 2005
Merrill Lynch & Co., Inc June 2003 - August 2004
Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Mutual Funds, Series 66, Private Equity, Series 7, Series 63, Asset Allocation, Equities, FINRA, Investment Strategies, Fixed Income, Securities, Bonds, Investment Products, ETFs, Wealth Management, Financial Advisory, Financial Markets, Customer Relations, Investment Advisory, Sales Management, Siebel, Morningstar, Capital Markets, Competitive Analysis, IRA's, New Business Development, Finance
Education
Rutgers University-New Brunswick 2008 — 2011
Masters of Business Administration, Finance
Seton Hall University 2000 — 2005
Bachelor, Communication
Morgan Stanley Merchant Bank & Real Estate Investing August 2014 - Present
Morgan Stanley Alternative Investment Partners June 2011 - August 2014
INVESCO Ltd August 2005 - June 2011
Morgan Stanley January 2009 - June 2010
Morgan Stanley May 2006 - January 2009
Morgan Stanley August 2005 - May 2006
Countrywide Financial Corp December 2004 - July 2005
Merrill Lynch & Co., Inc June 2003 - August 2004
Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Mutual Funds, Series 66, Private Equity, Series 7, Series 63, Asset Allocation, Equities, FINRA, Investment Strategies, Fixed Income, Securities, Bonds, Investment Products, ETFs, Wealth Management, Financial Advisory, Financial Markets, Customer Relations, Investment Advisory, Sales Management, Siebel, Morningstar, Capital Markets, Competitive Analysis, IRA's, New Business Development, Finance
Education
Rutgers University-New Brunswick 2008 — 2011
Masters of Business Administration, Finance
Seton Hall University 2000 — 2005
Bachelor, Communication
Edward Kolczynski CFA's Invesco Ltd. Experience January 2005 - January 2009
Job Director of Capital Markets at Consolidated Investment Group
Industry Investment Management
Experience
Consolidated Investment Group August 2013 - August 2014
Consolidated Investment Group August 2010 - August 2013
Aurora Bank FSB 2009 - August 2010
Invesco Ltd. January 2005 - January 2009
Invesco Ltd. August 2002 - January 2005
Invesco Ltd. January 1998 - August 2002
Invesco Ltd. January 1997 - January 1998
Skills
Equity Research, Asset Managment, Investments, Financial Modeling, Portfolio Management, Fundamental Analysis, Hedge Funds, Private Equity, Equities, Due Diligence, Mutual Funds, Asset Allocation, Mergers & Acquisitions, Financial Analysis
Education
Regis University 2000 — 2002
MBA
University of Colorado Denver 1992 — 1996
Bachelor
Consolidated Investment Group August 2013 - August 2014
Consolidated Investment Group August 2010 - August 2013
Aurora Bank FSB 2009 - August 2010
Invesco Ltd. January 2005 - January 2009
Invesco Ltd. August 2002 - January 2005
Invesco Ltd. January 1998 - August 2002
Invesco Ltd. January 1997 - January 1998
Skills
Equity Research, Asset Managment, Investments, Financial Modeling, Portfolio Management, Fundamental Analysis, Hedge Funds, Private Equity, Equities, Due Diligence, Mutual Funds, Asset Allocation, Mergers & Acquisitions, Financial Analysis
Education
Regis University 2000 — 2002
MBA
University of Colorado Denver 1992 — 1996
Bachelor
Oliver Buckley's Invesco Ltd. Experience July 1996 - September 2000
Job Investment Management Professional in Boston
Industry Investment Management
Experience
Retired 2014 - Present
Columbia Management July 2011 - July 2014
Mellon Capital Management September 2000 - December 2010
Invesco Ltd. July 1996 - September 2000
Martingale Asset Management November 1994 - July 1996
Barra 1989 - 1993
Skills
Investments, Portfolio Management, Equities, Asset Management, Investment Strategies, Investment Management, Mutual Funds
Education
University of California, Berkeley, Haas School of Business 1986 — 1988
MBA, Finance
Stanford University 1977 — 1979
M.S., Engineering-Economic Systems
Stanford University 1971 — 1975
B.S., Mathematical Sciences
Retired 2014 - Present
Columbia Management July 2011 - July 2014
Mellon Capital Management September 2000 - December 2010
Invesco Ltd. July 1996 - September 2000
Martingale Asset Management November 1994 - July 1996
Barra 1989 - 1993
Skills
Investments, Portfolio Management, Equities, Asset Management, Investment Strategies, Investment Management, Mutual Funds
Education
University of California, Berkeley, Haas School of Business 1986 — 1988
MBA, Finance
Stanford University 1977 — 1979
M.S., Engineering-Economic Systems
Stanford University 1971 — 1975
B.S., Mathematical Sciences
Isobel Russell's Invesco Ltd. Experience 2009 - Present
Job Regional Sales at Invesco
Industry Financial Services
Experience
Invesco Ltd. 2009 - Present
IA Clarington 2005 - 2009
IA Clarington 2005 - 2005
IA Clarington 2004 - 2005
CIBC 2000 - 2004
Skills
Mutual Funds, Wealth Management, ETFs, Investments, Investment Strategies, Investment Advisory, Asset Management, Asset Allocation, Securities, Alternative Investments, Financial Services, Portfolio Management, Relationship Management, Financial Advisory
Education
Queen's University 2000 — 2004
Invesco Ltd. 2009 - Present
IA Clarington 2005 - 2009
IA Clarington 2005 - 2005
IA Clarington 2004 - 2005
CIBC 2000 - 2004
Skills
Mutual Funds, Wealth Management, ETFs, Investments, Investment Strategies, Investment Advisory, Asset Management, Asset Allocation, Securities, Alternative Investments, Financial Services, Portfolio Management, Relationship Management, Financial Advisory
Education
Queen's University 2000 — 2004
Philip Yarrow, CFA's Invesco Ltd. Experience June 2010 - Present
Job Team Leader and Portfolio Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. June 2010 - Present
Van Kampen Investments July 2005 - December 2010
JP Morgan (fka Bank One/First Chicago) July 1995 - July 2005
Lakeshore Athletic Club September 1991 - July 1995
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
University of Nottingham 1988 — 1991
BS, Math and Economics
Invesco Ltd. June 2010 - Present
Van Kampen Investments July 2005 - December 2010
JP Morgan (fka Bank One/First Chicago) July 1995 - July 2005
Lakeshore Athletic Club September 1991 - July 1995
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
University of Nottingham 1988 — 1991
BS, Math and Economics
Erik Gilliland's Invesco Ltd. Experience April 2014 - Present
Job Research, Director at Invesco Ltd.
Industry Real Estate
Experience
Invesco Ltd April 2014 - Present
Invesco Ltd. October 2011 - April 2014
AMB Property Corporation January 2011 - October 2011
AMB Property Corporation July 2004 - January 2011
Colliers Keenan July 2003 - July 2004
Property & Portfolio Research March 2001 - July 2003
Binswanger 1998 - 2000
Skills
Access, Analysis, Analytics, Commercial Real Estate, Data Analysis, Forecasting, Investments, Market Analysis, Market Research, Real Estate, Real Estate Economics, Statistics, Economics
Education
West Virginia University 1995 — 1998
MA, Economics
Rutgers University – Camden 1990 — 1995
BA, Economics
Middlesex High School
Invesco Ltd April 2014 - Present
Invesco Ltd. October 2011 - April 2014
AMB Property Corporation January 2011 - October 2011
AMB Property Corporation July 2004 - January 2011
Colliers Keenan July 2003 - July 2004
Property & Portfolio Research March 2001 - July 2003
Binswanger 1998 - 2000
Skills
Access, Analysis, Analytics, Commercial Real Estate, Data Analysis, Forecasting, Investments, Market Analysis, Market Research, Real Estate, Real Estate Economics, Statistics, Economics
Education
West Virginia University 1995 — 1998
MA, Economics
Rutgers University – Camden 1990 — 1995
BA, Economics
Middlesex High School
Kim Crow's Invesco Ltd. Experience June 2002 - May 2007
Job Accounting/ Administrative Assistant
Industry Accounting
Experience
Jaeger Products September 2011 - Present
NEXT Financial Group May 2007 - July 2008
Invesco Ltd. June 2002 - May 2007
Invesco Ltd. August 2000 - June 2002
Education
Lone Star College - Community College 2009 — 2011
Associate of Applied Science, Accounting
Sam Houston State University 1997 — 1999
BBA, Business Management
North Harris Montgomery Community College 1994 — 1997
n/a, basics
Jaeger Products September 2011 - Present
NEXT Financial Group May 2007 - July 2008
Invesco Ltd. June 2002 - May 2007
Invesco Ltd. August 2000 - June 2002
Education
Lone Star College - Community College 2009 — 2011
Associate of Applied Science, Accounting
Sam Houston State University 1997 — 1999
BBA, Business Management
North Harris Montgomery Community College 1994 — 1997
n/a, basics
Stephane Prunet's Invesco Ltd. Experience April 1995 - April 1998
Job Founder & CEO, Kensho Capital LLC
Industry Financial Services
Experience
Kensho Capital March 2012 - Present
Equilateral Partners June 2013 - Present
Ecole Bilingue de Berkeley 2013 - Present
AXA Investment Managers January 2011 - August 2012
AXA Investment Managers May 2007 - January 2011
AXA Rosenberg August 2003 - January 2011
AXA Investment Managers Deutschland September 2002 - August 2003
Self Trade October 1999 - September 2002
Cortal Consors April 1998 - October 1999
Invesco Ltd. April 1995 - April 1998
Skills
Strategy, Management, Risk Management, Leadership, Strategic Planning, Investments, Marketing, Equities, Consulting, Investment Management, Asset Management, Hedge Funds, Alternative Investments, International Sales, Financial Markets, Portfolio Management, Private Equity, Product Marketing, Asset Managment, Management Consulting, Emerging Markets, Institutional, Business Strategy, Due Diligence, Capital Markets, Asset Allocation
Education
Sciences Po 2005 — 2007
Master's degree, Economics
Sciences Po 1985 — 1987
Master's degree, Economics, History
Kensho Capital March 2012 - Present
Equilateral Partners June 2013 - Present
Ecole Bilingue de Berkeley 2013 - Present
AXA Investment Managers January 2011 - August 2012
AXA Investment Managers May 2007 - January 2011
AXA Rosenberg August 2003 - January 2011
AXA Investment Managers Deutschland September 2002 - August 2003
Self Trade October 1999 - September 2002
Cortal Consors April 1998 - October 1999
Invesco Ltd. April 1995 - April 1998
Skills
Strategy, Management, Risk Management, Leadership, Strategic Planning, Investments, Marketing, Equities, Consulting, Investment Management, Asset Management, Hedge Funds, Alternative Investments, International Sales, Financial Markets, Portfolio Management, Private Equity, Product Marketing, Asset Managment, Management Consulting, Emerging Markets, Institutional, Business Strategy, Due Diligence, Capital Markets, Asset Allocation
Education
Sciences Po 2005 — 2007
Master's degree, Economics
Sciences Po 1985 — 1987
Master's degree, Economics, History
Adam Schrier, CFA's Invesco Ltd. Experience June 2012 - Present
Job Fixed Income Product Manager at Invesco
Industry Investment Management
Experience
Invesco Ltd. June 2012 - Present
UBS Global Asset Management November 2010 - June 2012
Morgan Stanley Investment Management March 2005 - November 2010
GE Industrial Systems June 2001 - August 2001
Skills
Investments, Fixed Income, Finance, Hedge Funds, Asset Management, Mutual Funds, Fund Of Funds, Bloomberg, Asset Managment, Investment Management, Derivatives, Cash Management, Product Development, Capital Markets, ETFs, Morningstar Direct, Commentaries, Performance Analysis, High Yield Bonds, Emerging Markets, BlackRock Aladdin, Middle Office, Product Management, Process Improvement, Treasury Management, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Corporate Finance, Management
Rutgers University-New Brunswick
BA, Economics
Invesco Ltd. June 2012 - Present
UBS Global Asset Management November 2010 - June 2012
Morgan Stanley Investment Management March 2005 - November 2010
GE Industrial Systems June 2001 - August 2001
Skills
Investments, Fixed Income, Finance, Hedge Funds, Asset Management, Mutual Funds, Fund Of Funds, Bloomberg, Asset Managment, Investment Management, Derivatives, Cash Management, Product Development, Capital Markets, ETFs, Morningstar Direct, Commentaries, Performance Analysis, High Yield Bonds, Emerging Markets, BlackRock Aladdin, Middle Office, Product Management, Process Improvement, Treasury Management, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Corporate Finance, Management
Rutgers University-New Brunswick
BA, Economics
Jennifer Cassity's Invesco Ltd. Experience July 2008 - Present
Job Product Marketer at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. July 2008 - Present
Summit Energy September 2006 - July 2008
Miller Zell January 2005 - August 2006
Invesco Ltd. April 2004 - January 2005
Invesco Ltd. (formerly National Asset Management) May 2000 - February 2004
John Deere April 1997 - February 2000
Information Systems of Florida March 1995 - February 1997
Wolf Camera & Video, Inc. September 1990 - February 1995
Service Merchandise, Inc. June 1989 - September 1990
Skills
Investments, Fixed Income, Marketing, Asset Managment, Business Analysis, Financial Analysis, Microsoft Excel, Forecasting, Analysis, Financial Modeling, Mutual Funds
Education
Purdue University 1985 — 1989
B.S., Retail Management
Invesco Ltd. July 2008 - Present
Summit Energy September 2006 - July 2008
Miller Zell January 2005 - August 2006
Invesco Ltd. April 2004 - January 2005
Invesco Ltd. (formerly National Asset Management) May 2000 - February 2004
John Deere April 1997 - February 2000
Information Systems of Florida March 1995 - February 1997
Wolf Camera & Video, Inc. September 1990 - February 1995
Service Merchandise, Inc. June 1989 - September 1990
Skills
Investments, Fixed Income, Marketing, Asset Managment, Business Analysis, Financial Analysis, Microsoft Excel, Forecasting, Analysis, Financial Modeling, Mutual Funds
Education
Purdue University 1985 — 1989
B.S., Retail Management
Daniel Rawson's Invesco Ltd. Experience January 2015 - Present
Job Derivatives Business Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. January 2015 - Present
Invesco Ltd. March 2014 - December 2014
Invesco Ltd. January 2013 - February 2014
Invesco Ltd. April 2011 - January 2013
Invesco Ltd. May 2010 - April 2011
Willerby Holiday Homes November 2007 - April 2010
autoTEQ November 2005 - October 2007
Trustmarque Solutions 2004 - 2005
Northrop Grumman 2002 - 2003
Skills
Process Improvement, Business Analysis, Project Delivery, IT Strategy, Asset Management, Project Management, IT Management, MS Project, Leadership, Business Intelligence, Visio, ITIL, Change Management, Requirements Analysis, SharePoint, Vendor Management, SDLC, Management, Risk Management, Strategy
Education
Staffordshire University 2000 — 2004
BSc (Hons), Business Information Technology
Invesco Ltd. January 2015 - Present
Invesco Ltd. March 2014 - December 2014
Invesco Ltd. January 2013 - February 2014
Invesco Ltd. April 2011 - January 2013
Invesco Ltd. May 2010 - April 2011
Willerby Holiday Homes November 2007 - April 2010
autoTEQ November 2005 - October 2007
Trustmarque Solutions 2004 - 2005
Northrop Grumman 2002 - 2003
Skills
Process Improvement, Business Analysis, Project Delivery, IT Strategy, Asset Management, Project Management, IT Management, MS Project, Leadership, Business Intelligence, Visio, ITIL, Change Management, Requirements Analysis, SharePoint, Vendor Management, SDLC, Management, Risk Management, Strategy
Education
Staffordshire University 2000 — 2004
BSc (Hons), Business Information Technology
Stephanie Abbott's Invesco Ltd. Experience April 2012 - Present
Job Senior Developer Investment Operations at Invesco Ltd.
Industry Computer Software
Experience
Invesco Ltd. April 2012 - Present
Manatron Incorporated November 2009 - November 2010
Shoptech Industrial Software January 2001 - October 2009
Skills
Microsoft SQL Server, Oracle SQL, SQL, Sybase SQL Anywhere, Access, C#, Crystal Reports, Windows, ASP.NET, ASP.NET AJAX, .NET, HTML, VB.NET, Visual Basic, Autosys, Delphi, Visual Studio, Business Objects, XML, SharePoint, Visio, Microsoft Excel, Infragistics, Dundas, Wise Installer, Toad, Agile Methodologies
Education
Northern Kentucky University
B.S., Marketing, Information Systems secondary
University of Cincinnati
A.A., Business Administration
Invesco Ltd. April 2012 - Present
Manatron Incorporated November 2009 - November 2010
Shoptech Industrial Software January 2001 - October 2009
Skills
Microsoft SQL Server, Oracle SQL, SQL, Sybase SQL Anywhere, Access, C#, Crystal Reports, Windows, ASP.NET, ASP.NET AJAX, .NET, HTML, VB.NET, Visual Basic, Autosys, Delphi, Visual Studio, Business Objects, XML, SharePoint, Visio, Microsoft Excel, Infragistics, Dundas, Wise Installer, Toad, Agile Methodologies
Education
Northern Kentucky University
B.S., Marketing, Information Systems secondary
University of Cincinnati
A.A., Business Administration
Jonathan Rabinowitz's Invesco Ltd. Experience June 2010 - April 2014
Job Managing Director/Portfolio Manager at Highbridge Capital Management
Industry Investment Management
Experience
Highbridge Capital Management April 2014 - Present
Invesco Ltd. June 2010 - April 2014
Morgan Stanley Investment Management August 2005 - June 2010
CIBC World Markets October 2000 - August 2005
Mizuho Financial Group July 1997 - October 2000
Deloitte 1994 - 1997
Deloitte 1994 - 1997
Skills
Asset Managment, Asset Management, Finance, Capital Markets, Fixed Income, Loans
Education
Pace University - Lubin School of Business 1991 — 1994
Pace University-Pleasantville/Briarcliff Campus 1986 — 1991
Highbridge Capital Management April 2014 - Present
Invesco Ltd. June 2010 - April 2014
Morgan Stanley Investment Management August 2005 - June 2010
CIBC World Markets October 2000 - August 2005
Mizuho Financial Group July 1997 - October 2000
Deloitte 1994 - 1997
Deloitte 1994 - 1997
Skills
Asset Managment, Asset Management, Finance, Capital Markets, Fixed Income, Loans
Education
Pace University - Lubin School of Business 1991 — 1994
Pace University-Pleasantville/Briarcliff Campus 1986 — 1991
Matt Balda's Invesco Ltd. Experience June 2010 - August 2011
Job Head of Fixed Income IT Front Office at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price April 2015 - Present
UBS Global Asset Management August 2011 - April 2015
Invesco Ltd. June 2010 - August 2011
Morgan Stanley 2001 - 2010
Computer Sciences Corporation 1997 - 2000
Skills
Fixed Income, Program Management, Asset Management, Trading Systems, Trading, Portfolio Management, Foreign Exchange, Capital Markets, Analytics, Investment Management, Management, Derivatives, Investments, Mutual Funds, Project Management, IT Strategy, Business Analysis, Hedge Funds
Education
Northwestern University 2009 — 2014
MS, Computer Information Systems
University of Illinois at Urbana-Champaign 1990 — 1993
BS, Civil Engineering
T. Rowe Price April 2015 - Present
UBS Global Asset Management August 2011 - April 2015
Invesco Ltd. June 2010 - August 2011
Morgan Stanley 2001 - 2010
Computer Sciences Corporation 1997 - 2000
Skills
Fixed Income, Program Management, Asset Management, Trading Systems, Trading, Portfolio Management, Foreign Exchange, Capital Markets, Analytics, Investment Management, Management, Derivatives, Investments, Mutual Funds, Project Management, IT Strategy, Business Analysis, Hedge Funds
Education
Northwestern University 2009 — 2014
MS, Computer Information Systems
University of Illinois at Urbana-Champaign 1990 — 1993
BS, Civil Engineering
Gabrielle Brown's Invesco Ltd. Experience August 2008 - June 2013
Job Stock Plan Administrator at Google
Industry Internet
Experience
Google July 2013 - Present
Invesco Ltd. August 2008 - June 2013
Skills
Equity Compensation, Problem Solving, Client Relations, Project Management, Reporting, Vendor Relations, Plan Reconciliation, Equities, Financial Analysis, Public Speaking
Education
Spelman College 2003 — 2007
Bachelor of Arts, Economics, Management & Organization
Santa Clara University
Candidate for CEP designation (Level 2 completed)
Google July 2013 - Present
Invesco Ltd. August 2008 - June 2013
Skills
Equity Compensation, Problem Solving, Client Relations, Project Management, Reporting, Vendor Relations, Plan Reconciliation, Equities, Financial Analysis, Public Speaking
Education
Spelman College 2003 — 2007
Bachelor of Arts, Economics, Management & Organization
Santa Clara University
Candidate for CEP designation (Level 2 completed)
Kelly Bertier's Invesco Ltd. Experience September 1997 - February 2009
Job Today is a blank canvas, create a masterpiece!
Industry Executive Office
Experience
Chattahoochee Hills Eventing June 2015 - Present
Morgan Consultants, Inc. December 2014 - March 2015
Berkshire Hathaway HomeServices Georgia Properties November 2012 - December 2013
Self Employed February 2009 - November 2011
Invesco Ltd. September 1997 - February 2009
National Association of Securities Dealers 1992 - 1997
Uniglobe Travel International 1990 - 1992
US Army 1986 - 1992
Skills
Human Resources, Problem Solving, Customer Service, Real Estate, Selling, Investments, Management, Investment Properties, Training, Leadership, Asset Management, Negotiation, Property Management, Budgets, Contract Negotiation, Lean Six Sigma
Education
Oglethorpe University 1994 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
Chattahoochee Hills Eventing June 2015 - Present
Morgan Consultants, Inc. December 2014 - March 2015
Berkshire Hathaway HomeServices Georgia Properties November 2012 - December 2013
Self Employed February 2009 - November 2011
Invesco Ltd. September 1997 - February 2009
National Association of Securities Dealers 1992 - 1997
Uniglobe Travel International 1990 - 1992
US Army 1986 - 1992
Skills
Human Resources, Problem Solving, Customer Service, Real Estate, Selling, Investments, Management, Investment Properties, Training, Leadership, Asset Management, Negotiation, Property Management, Budgets, Contract Negotiation, Lean Six Sigma
Education
Oglethorpe University 1994 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
Philippe Dabo's Invesco Ltd. Experience 2014 - February 2015
Job Franklin Templeton Institutional
Industry Investment Management
Experience
Franklin Templeton Investments March 2015 - Present
Invesco Ltd. 2014 - February 2015
First National Financial LP July 2013 - April 2014
Koda Media Group February 2013 - June 2013
Aviva Canada May 2011 - August 2011
Aviva Canada May 2010 - August 2010
Malachi, Gordon & Associates Accounting and Law Firm January 2009 - August 2009
Aviva Canada January 2008 - August 2008
Skills
Financial Analysis, Insurance, Budgets, Accounting, Leadership, Risk Management, Underwriting, Property & Casualty..., Finance, Teamwork, Financial Risk
Education
Ryerson University 2008 — 2012
BComm, Accounting Major, Finance Minor
Franklin Templeton Investments March 2015 - Present
Invesco Ltd. 2014 - February 2015
First National Financial LP July 2013 - April 2014
Koda Media Group February 2013 - June 2013
Aviva Canada May 2011 - August 2011
Aviva Canada May 2010 - August 2010
Malachi, Gordon & Associates Accounting and Law Firm January 2009 - August 2009
Aviva Canada January 2008 - August 2008
Skills
Financial Analysis, Insurance, Budgets, Accounting, Leadership, Risk Management, Underwriting, Property & Casualty..., Finance, Teamwork, Financial Risk
Education
Ryerson University 2008 — 2012
BComm, Accounting Major, Finance Minor
Benjamin Salcetti's Invesco Ltd. Experience June 2010 - September 2010
Job Consultant at Galt & Company
Industry Management Consulting
Experience
Galt & Company May 2014 - Present
Marakon August 2011 - May 2014
Invesco Ltd. June 2010 - September 2010
Locke Lord Bissell & Liddell LLP 2009 - 2009
Ellis & Ellis of Ameriprise Financial 2006 - 2009
Skills
Corporate Finance, Financial Modeling, Valuation, Strategic Consulting, Corporate Development, Economics, Microsoft Excel
Education
Northwestern University 2007 — 2011
Bachelor of Arts, Economics, Mathematics and Spanish
Universitat Pompeu Fabra 2009 — 2009
Humanitats
Galt & Company May 2014 - Present
Marakon August 2011 - May 2014
Invesco Ltd. June 2010 - September 2010
Locke Lord Bissell & Liddell LLP 2009 - 2009
Ellis & Ellis of Ameriprise Financial 2006 - 2009
Skills
Corporate Finance, Financial Modeling, Valuation, Strategic Consulting, Corporate Development, Economics, Microsoft Excel
Education
Northwestern University 2007 — 2011
Bachelor of Arts, Economics, Mathematics and Spanish
Universitat Pompeu Fabra 2009 — 2009
Humanitats
Mark Whitehouse's Invesco Ltd. Experience 2010 - 2011
Job Regional Director at Baron Capital
Industry Investment Management
Experience
Baron Capital September 2011 - Present
Invesco Ltd. 2010 - 2011
Van Kampen Investments 2005 - 2010
Eaton Vance 1991 - 2005
Skills
Series 7, Separately Managed...
Education
Southern New Hampshire University 1993 — 1996
MBA
University of Massachusetts, Amherst 1987 — 1991
MS
Baron Capital September 2011 - Present
Invesco Ltd. 2010 - 2011
Van Kampen Investments 2005 - 2010
Eaton Vance 1991 - 2005
Skills
Series 7, Separately Managed...
Education
Southern New Hampshire University 1993 — 1996
MBA
University of Massachusetts, Amherst 1987 — 1991
MS
Damon Hall's Invesco Ltd. Experience May 2004 - April 2011
Job Global Credit Risk Analyst at BP
Industry Investment Management
Experience
BP August 2011 - Present
Invesco Ltd. May 2004 - April 2011
Invesco Aim June 1999 - May 2004
Skills
Risk Management, Securities, Series 7, Investments, Mutual Funds, Equities, Asset Managment, Finance, Portfolio Management, Strategic Financial..., Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Financial Analysis, Wealth Management, Financial Modeling, Asset Allocation, Series 63, Financial Services
Education
Rice University 1996 — 1999
MBA, Finance
University of Houston 1990 — 1992
BBA, Finance
BP August 2011 - Present
Invesco Ltd. May 2004 - April 2011
Invesco Aim June 1999 - May 2004
Skills
Risk Management, Securities, Series 7, Investments, Mutual Funds, Equities, Asset Managment, Finance, Portfolio Management, Strategic Financial..., Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Financial Analysis, Wealth Management, Financial Modeling, Asset Allocation, Series 63, Financial Services
Education
Rice University 1996 — 1999
MBA, Finance
University of Houston 1990 — 1992
BBA, Finance
Dee Ross's Invesco Ltd. Experience April 2008 - Present
Job Senior Client Portfolio Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. April 2008 - Present
US Trust/Bank of America 1993 - 2008
Education
Portland State University
Economics
Invesco Ltd. April 2008 - Present
US Trust/Bank of America 1993 - 2008
Education
Portland State University
Economics
Rochelle Manalo Brown's Invesco Ltd. Experience March 2006 - June 2012
Job Financial Reporting
Industry Investment Management
Experience
Guggenheim Investments May 2013 - Present
Jackson National Asset Management, LLC December 2011 - May 2013
Invesco Ltd. March 2006 - June 2012
Hollywood Casino October 2004 - March 2006
Certified Security Systems, Inc. October 2002 - October 2004
Skills
Financial Reporting, Financial Analysis, SEC filings, Accounting, Financial Accounting, Mutual Funds, Account Reconciliation, Analysis, Investments, Asset Management, Bloomberg, Fund Administration, General Ledger, Internal Audit, Internal Controls, Financial Statements
Education
Northern Illinois University 2009 — 2010
Master in Business Administration
University of Illinois at Chicago 2000 — 2004
Bachelor of Science, Accounting
Guggenheim Investments May 2013 - Present
Jackson National Asset Management, LLC December 2011 - May 2013
Invesco Ltd. March 2006 - June 2012
Hollywood Casino October 2004 - March 2006
Certified Security Systems, Inc. October 2002 - October 2004
Skills
Financial Reporting, Financial Analysis, SEC filings, Accounting, Financial Accounting, Mutual Funds, Account Reconciliation, Analysis, Investments, Asset Management, Bloomberg, Fund Administration, General Ledger, Internal Audit, Internal Controls, Financial Statements
Education
Northern Illinois University 2009 — 2010
Master in Business Administration
University of Illinois at Chicago 2000 — 2004
Bachelor of Science, Accounting
Jill Schimmack's Invesco Ltd. Experience 1994 - 1996
Job Sr. Consultant Omni Solution Architect at Aon Hewitt
Industry Management Consulting
Experience
Aon Hewitt September 2011 - Present
Enterprise Iron Financial Industry Solutions, Inc. 2008 - September 2011
Princeton Retirement Group 1998 - 2008
AMVESCAP 1996 - 1998
Invesco Ltd. 1994 - 1996
Specialized Support Services 1991 - 1994
Unisys 1983 - 1990
Skills
Business Analysis, Financial Services, Process Improvement, Vendor Management, 401k, Project Management, SDLC, Retirement, Pensions, Requirements Gathering, Requirements Analysis, Analysis, Management, Testing, Business Process..., Risk Management, Quality Assurance, Business Requirements, Defined Benefit, Defined Contribution
Education
Oglethorpe University 1980 — 1985
BBA, Accounting
Aon Hewitt September 2011 - Present
Enterprise Iron Financial Industry Solutions, Inc. 2008 - September 2011
Princeton Retirement Group 1998 - 2008
AMVESCAP 1996 - 1998
Invesco Ltd. 1994 - 1996
Specialized Support Services 1991 - 1994
Unisys 1983 - 1990
Skills
Business Analysis, Financial Services, Process Improvement, Vendor Management, 401k, Project Management, SDLC, Retirement, Pensions, Requirements Gathering, Requirements Analysis, Analysis, Management, Testing, Business Process..., Risk Management, Quality Assurance, Business Requirements, Defined Benefit, Defined Contribution
Education
Oglethorpe University 1980 — 1985
BBA, Accounting
Mona Rodgers's Invesco Ltd. Experience September 2000 - April 2010
Job Accounting Professional
Industry Financial Services
Experience
Invesco Ltd. September 2000 - April 2010
JPMorgan Chase August 1986 - May 2000
Education
Oklahoma State University
BBA, Accounting
Invesco Ltd. September 2000 - April 2010
JPMorgan Chase August 1986 - May 2000
Education
Oklahoma State University
BBA, Accounting
Joe Rotondo's Invesco Ltd. Experience October 1998 - Present
Job Senior Portfolio Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. October 1998 - Present
IBJ Whitehall 1995 - 1997
JPMorgan Chase 1990 - 1995
Education
London School of Economics and Political Science 1997 — 1998
Master of Science (MSc), International Accounting and Finance
Rutgers University
Bachelor of Science (BS), Economics
Invesco Ltd. October 1998 - Present
IBJ Whitehall 1995 - 1997
JPMorgan Chase 1990 - 1995
Education
London School of Economics and Political Science 1997 — 1998
Master of Science (MSc), International Accounting and Finance
Rutgers University
Bachelor of Science (BS), Economics
Chris Ranocchia's Invesco Ltd. Experience June 2015 - August 2015
Job Private Equity Intern at Rosewood Private Investments
Industry Financial Services
Experience
Invesco Ltd. June 2015 - August 2015
CIFC Asset Management May 2014 - August 2014
Swerve Cafe January 2012 - June 2012
Education
Southern Methodist University - Cox School of Business 2012 — 2016
Bachelor of Business Administration, Finance, with concentration in Energy Management, 3.68
Invesco Ltd. June 2015 - August 2015
CIFC Asset Management May 2014 - August 2014
Swerve Cafe January 2012 - June 2012
Education
Southern Methodist University - Cox School of Business 2012 — 2016
Bachelor of Business Administration, Finance, with concentration in Energy Management, 3.68
Thomas Bastian's Invesco Ltd. Experience 2003 - Present
Job Portfolio Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. 2003 - Present
Skills
Portfolio Management, Asset Management, Institutional..., Mutual Funds
Education
University of Michigan 1990 — 1992
Master of Business Administration (MBA)
St. John's University 1982 — 1986
Bachelor of Arts (B.A.), Accounting
Invesco Ltd. 2003 - Present
Skills
Portfolio Management, Asset Management, Institutional..., Mutual Funds
Education
University of Michigan 1990 — 1992
Master of Business Administration (MBA)
St. John's University 1982 — 1986
Bachelor of Arts (B.A.), Accounting
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group