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
Samuel Taylor Samuel Taylor's Invesco Ltd. Experience October 2011 - Present
Job Internal Sales Consultant
Industry Financial Services
Experience
Invesco Ltd. October 2011 - Present
Morgan Stanley Smith Barney March 2010 - August 2011
Edward Jones July 2009 - November 2009
Texas A&M University October 2007 - July 2009
Edward Jones July 2007 - July 2009
CenterPoint Energy June 2008 - August 2008
Skills
Mutual Funds, Unit Investment Trusts, Separately Managed..., Closed-end Funds, Series 7, Series 66, ETFs, Asset Management, Asset Allocation, Alternative Investments, Finance, Investments, Sales, Fixed Income, Securities, Wealth Management, Retirement Planning, Risk Management, Wealth Management..., Bloomberg Terminal, PowerPoint, SAP, Microsoft Word, Oracle, Microsoft Excel, Microsoft Office, Inventory Management, Budgets, Strategic Planning, Access, Management, Insurance, Asset Managment, Public Speaking, Financial Modeling, Equities, Analysis
Education
Texas A&M University 2005 — 2009
Bachelor of Business Administration, Finance
Invesco Ltd. October 2011 - Present
Morgan Stanley Smith Barney March 2010 - August 2011
Edward Jones July 2009 - November 2009
Texas A&M University October 2007 - July 2009
Edward Jones July 2007 - July 2009
CenterPoint Energy June 2008 - August 2008
Skills
Mutual Funds, Unit Investment Trusts, Separately Managed..., Closed-end Funds, Series 7, Series 66, ETFs, Asset Management, Asset Allocation, Alternative Investments, Finance, Investments, Sales, Fixed Income, Securities, Wealth Management, Retirement Planning, Risk Management, Wealth Management..., Bloomberg Terminal, PowerPoint, SAP, Microsoft Word, Oracle, Microsoft Excel, Microsoft Office, Inventory Management, Budgets, Strategic Planning, Access, Management, Insurance, Asset Managment, Public Speaking, Financial Modeling, Equities, Analysis
Education
Texas A&M University 2005 — 2009
Bachelor of Business Administration, Finance
Tereso Herrera Tereso Herrera's Invesco Ltd. Experience April 2015 - Present
Job Senior Human Resources Business Partner at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. April 2015 - Present
Dell February 2014 - April 2015
Dell February 2011 - February 2014
ConocoPhillips May 2010 - August 2010
Ascende January 2008 - August 2009
Education
Texas A&M University
Master of Science, Human Resource Management
Texas A&M University
Bachelor of Science, Human Resource Development
Invesco Ltd. April 2015 - Present
Dell February 2014 - April 2015
Dell February 2011 - February 2014
ConocoPhillips May 2010 - August 2010
Ascende January 2008 - August 2009
Education
Texas A&M University
Master of Science, Human Resource Management
Texas A&M University
Bachelor of Science, Human Resource Development
Katie Chang Katie Chang's Invesco Ltd. Experience May 2014 - August 2014
Job Student at Texas A&M University
Industry
Experience
Alamo Title Company June 2015 - August 2015
Invesco Ltd. May 2014 - August 2014
Education
Texas A&M University 2012 — 2016
Alamo Title Company June 2015 - August 2015
Invesco Ltd. May 2014 - August 2014
Education
Texas A&M University 2012 — 2016
Jed Miracle, CPA Jed Miracle, CPA's Invesco Ltd. Experience March 1997 - November 2003
Job Sr. Director of Financial Services
Industry Accounting
Experience
Goodwill Industries of Central Texas July 2010 - Present
Protestant Episcopal Cathedral Foundation May 2008 - February 2010
Elliott Davis June 2006 - January 2008
Freescale Semiconductor May 2005 - April 2006
Invesco Ltd. March 1997 - November 2003
Education
Texas State University 2003 — 2005
Masters, Accounting
The University of Texas at Austin 1992 — 1996
BA, Government
Goodwill Industries of Central Texas July 2010 - Present
Protestant Episcopal Cathedral Foundation May 2008 - February 2010
Elliott Davis June 2006 - January 2008
Freescale Semiconductor May 2005 - April 2006
Invesco Ltd. March 1997 - November 2003
Education
Texas State University 2003 — 2005
Masters, Accounting
The University of Texas at Austin 1992 — 1996
BA, Government
Chris Cleghorn's Invesco Ltd. Experience July 2007 - May 2010
Job Director, Portfolio Management at Invesco Real Estate
Industry Investment Management
Experience
Invesco Real Estate May 2010 - Present
Invesco Ltd. July 2007 - May 2010
RM Crowe May 2005 - June 2007
Ernst & Young LLP September 2001 - May 2005
Skills
Portfolio Management, Financial Analysis, Investment Properties, Investment Strategies, Acquisitions, Real Estate Financing, Real Estate Transactions, Disposition
Education
Texas Tech University 1996 — 2001
Masters of Science in Accounting, Business - Accounting
Invesco Real Estate May 2010 - Present
Invesco Ltd. July 2007 - May 2010
RM Crowe May 2005 - June 2007
Ernst & Young LLP September 2001 - May 2005
Skills
Portfolio Management, Financial Analysis, Investment Properties, Investment Strategies, Acquisitions, Real Estate Financing, Real Estate Transactions, Disposition
Education
Texas Tech University 1996 — 2001
Masters of Science in Accounting, Business - Accounting
Mary Juenke Mary Juenke's Invesco Ltd. Experience 2003 - April 2013
Job Fund Treasury Director at Invesco
Industry Financial Services
Experience
Invesco May 2013 - Present
Invesco Ltd. 2003 - April 2013
Invesco Aim 1998 - 2003
Invesco Aim 1994 - 1998
Skills
Fund Accounting, Mutual Funds, Financial Analysis, Accounting, Financial Modeling, Asset Managment, Account Reconciliation, Asset Management, Financial Services
Education
Texas A&M University 1987 — 1992
Bachelor of Business Administration, Accounting
Invesco May 2013 - Present
Invesco Ltd. 2003 - April 2013
Invesco Aim 1998 - 2003
Invesco Aim 1994 - 1998
Skills
Fund Accounting, Mutual Funds, Financial Analysis, Accounting, Financial Modeling, Asset Managment, Account Reconciliation, Asset Management, Financial Services
Education
Texas A&M University 1987 — 1992
Bachelor of Business Administration, Accounting
Trisha Bell Hancock Trisha Bell Hancock's Invesco Ltd. Experience January 2001 - Present
Job Senior Compliance Manager, Invesco
Industry Financial Services
Experience
Invesco Ltd. January 2001 - Present
Skills
Securities, FINRA
Education
Texas State University 1992 — 1996
Bachelor of Science
Invesco Ltd. January 2001 - Present
Skills
Securities, FINRA
Education
Texas State University 1992 — 1996
Bachelor of Science
Mandy Haskell Mandy Haskell's Invesco Ltd. Experience July 2011 - November 2014
Job Regional Director at Integrity Funds Distributor, Inc.
Industry Financial Services
Experience
Integrity Viking Funds December 2014 - Present
Invesco Ltd. July 2011 - November 2014
Advisors Asset Management, Inc. December 2006 - November 2010
Skills
Series 7, Mutual Funds, Asset Allocation, Separately Managed..., Investments, Portfolio Management, Series 63, Uniform Combined State..., Bonds, Alternative Investments, Fixed Income, Securities, ETFs, Investment Advisory, Wealth Management
Education
Texas Tech University 1997 — 2005
BS, Personal Financial Planning
Integrity Viking Funds December 2014 - Present
Invesco Ltd. July 2011 - November 2014
Advisors Asset Management, Inc. December 2006 - November 2010
Skills
Series 7, Mutual Funds, Asset Allocation, Separately Managed..., Investments, Portfolio Management, Series 63, Uniform Combined State..., Bonds, Alternative Investments, Fixed Income, Securities, ETFs, Investment Advisory, Wealth Management
Education
Texas Tech University 1997 — 2005
BS, Personal Financial Planning
Alex Tang Alex Tang's Invesco Ltd. Experience October 2014 - Present
Job Fund Accountant at Invesco
Industry Financial Services
Experience
Invesco Ltd. October 2014 - Present
Southwest Key Program July 2013 - December 2013
The University of Texas System June 2012 - August 2012
Education
The University of Texas at Austin 2011 — 2014
Bachelor's Degree, Finance, General
Invesco Ltd. October 2014 - Present
Southwest Key Program July 2013 - December 2013
The University of Texas System June 2012 - August 2012
Education
The University of Texas at Austin 2011 — 2014
Bachelor's Degree, Finance, General
Bobby Martin Bobby Martin's Invesco Ltd. Experience June 2009 - April 2012
Job Risk Analyst at Colonial Oil
Industry Oil & Energy
Experience
Colonial Oil April 2012 - Present
Invesco Ltd. June 2009 - April 2012
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Risk Management, Refined Products, Auditing, Commodity, PowerPoint, Microsoft Word
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance, General
Colonial Oil April 2012 - Present
Invesco Ltd. June 2009 - April 2012
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Risk Management, Refined Products, Auditing, Commodity, PowerPoint, Microsoft Word
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance, General
Ralph Terry's Invesco Ltd. Experience Director ITInvesco Aim1994 - Present
Job Head of Technical Infrastructure at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. Director ITInvesco Aim1994 - Present
Skills
Asset Managment, Vendor Management, Project Management, Equities, Risk Management, Trading Systems, Business Analysis, Investments, IT Strategy, Portfolio Management, Disaster Recovery, Fixed Income, SDLC, Data Center, Management
Education
Texas State University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Computer Science
Invesco Ltd. Director ITInvesco Aim1994 - Present
Skills
Asset Managment, Vendor Management, Project Management, Equities, Risk Management, Trading Systems, Business Analysis, Investments, IT Strategy, Portfolio Management, Disaster Recovery, Fixed Income, SDLC, Data Center, Management
Education
Texas State University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Computer Science
Jarrod Brown Jarrod Brown's Invesco Ltd. Experience January 2015 - Present
Job Associate Product Manager Fixed Income at Invesco
Industry Investment Management
Experience
Invesco Ltd. January 2015 - Present
SunTrust Investment Services December 2013 - December 2014
SunTrust Investment Services June 2012 - December 2013
E*TRADE Financial May 2011 - May 2012
First Investors Corporation May 2009 - August 2009
Education
The University of Georgia 2005 — 2009
B.S., Financial Planning
2015 CFA Level I Candidate in the CFA Program
Invesco Ltd. January 2015 - Present
SunTrust Investment Services December 2013 - December 2014
SunTrust Investment Services June 2012 - December 2013
E*TRADE Financial May 2011 - May 2012
First Investors Corporation May 2009 - August 2009
Education
The University of Georgia 2005 — 2009
B.S., Financial Planning
2015 CFA Level I Candidate in the CFA Program
Chun Hong Loh Chun Hong Loh's Invesco Ltd. Experience September 2014 - Present
Job Desktop Analyst at Invesco Ltd.
Industry Information Technology and Services
Experience
Invesco Ltd. September 2014 - Present
Texas Southern University June 2013 - August 2014
Texas Southern University September 2012 - May 2013
Varsity company International May 2010 - August 2012
Winona State University January 2011 - December 2011
Skills
Visual C#, Microsoft Excel, Microsoft Office, HTML, Microsoft Word, Visual Basic, Visual C++, Dreamweaver, Windows & Mac operating..., Chinese, SAP, Oracle SQL, Microsoft Office..., Adobe Fireworks, English, Bahasa Malaysia, Cantonese, Crystal Reports, Customer Service
Education
Texas Southern University 2012 — 2014
Master of Science (M.S.), Management Information Systems, General, 3.9/4.0
Winona State University 2009 — 2011
Bachelor of Science (B.S.), Management Information Systems, General, 3.02/4.00
Invesco Ltd. September 2014 - Present
Texas Southern University June 2013 - August 2014
Texas Southern University September 2012 - May 2013
Varsity company International May 2010 - August 2012
Winona State University January 2011 - December 2011
Skills
Visual C#, Microsoft Excel, Microsoft Office, HTML, Microsoft Word, Visual Basic, Visual C++, Dreamweaver, Windows & Mac operating..., Chinese, SAP, Oracle SQL, Microsoft Office..., Adobe Fireworks, English, Bahasa Malaysia, Cantonese, Crystal Reports, Customer Service
Education
Texas Southern University 2012 — 2014
Master of Science (M.S.), Management Information Systems, General, 3.9/4.0
Winona State University 2009 — 2011
Bachelor of Science (B.S.), Management Information Systems, General, 3.02/4.00
Kristie Burton's Invesco Ltd. Experience February 1999 - June 2003
Job Payroll Manager/AP & AR
Industry Machinery
Experience
The York Companies June 2010 - April 2014
Invesco Ltd. February 1999 - June 2003
National City Bank August 1991 - February 1999
Skills
Payroll, PeopleSoft, Employee Benefits, Microsoft Office, Talent Acquisition, Time Management, Hiring, Temporary Staffing, Technical Recruiting, Outlook, Accounts Receivable, Applicant Tracking..., Microsoft Excel, Sourcing, Employment Law, Talent Management, Accounting
Education
Sullivan University
The York Companies June 2010 - April 2014
Invesco Ltd. February 1999 - June 2003
National City Bank August 1991 - February 1999
Skills
Payroll, PeopleSoft, Employee Benefits, Microsoft Office, Talent Acquisition, Time Management, Hiring, Temporary Staffing, Technical Recruiting, Outlook, Accounts Receivable, Applicant Tracking..., Microsoft Excel, Sourcing, Employment Law, Talent Management, Accounting
Education
Sullivan University
Teri Brunsman Teri Brunsman's Invesco Ltd. Experience November 2010 - Present
Job Counsel at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. November 2010 - Present
INVESCO 2005 - November 2010
Western & Southern Financial Group 2004 - 2005
Union Central 1999 - 2004
Skills
Investments, Due Diligence, Fixed Income, Investment Advisory, Derivatives, Insurance, Corporate Law, Bloomberg, Analysis, Securities, Investment Management, Securities Regulation, ERISA, Private Equity, FINRA, Portfolio Management, Alternative Investments
Education
The George Washington University Law School 1981 — 1984
JD, law
University of Cincinnati 1978 — 1981
BA, Foreign Affairs
Walnut Hills High School 1974 — 1978
high school diploma
Invesco Ltd. November 2010 - Present
INVESCO 2005 - November 2010
Western & Southern Financial Group 2004 - 2005
Union Central 1999 - 2004
Skills
Investments, Due Diligence, Fixed Income, Investment Advisory, Derivatives, Insurance, Corporate Law, Bloomberg, Analysis, Securities, Investment Management, Securities Regulation, ERISA, Private Equity, FINRA, Portfolio Management, Alternative Investments
Education
The George Washington University Law School 1981 — 1984
JD, law
University of Cincinnati 1978 — 1981
BA, Foreign Affairs
Walnut Hills High School 1974 — 1978
high school diploma
Amy Blum's Invesco Ltd. Experience February 2011 - Present
Job Internal Wholesaler at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. February 2011 - Present
Merkel Financial Services January 2009 - January 2011
Ameriprise Financial January 2008 - December 2008
Nordstrom August 2007 - June 2008
Skills
Employee Benefits, Capital Markets, Microsoft Excel, 401k, Retirement Planning, Wealth Management, Sales Management, Financial Modeling, Mutual Funds, Asset Allocation, Series 7, Account Management, Insurance, Asset Management, PowerPoint, Investment Advisory, Sales, Marketing Strategy, Portfolio Management, Investment Strategies, Separately Managed..., Customer Service, Alternative Investments, Life Insurance, Financial Services, Fixed Annuities, Microsoft Office, Estate Planning, IRAs, Securities, Marketing, Retirement, Financial Analysis, Investments, Series 63, Strategic Financial..., Salesforce.com
Education
The Ohio State University 2005 — 2009
Invesco Ltd. February 2011 - Present
Merkel Financial Services January 2009 - January 2011
Ameriprise Financial January 2008 - December 2008
Nordstrom August 2007 - June 2008
Skills
Employee Benefits, Capital Markets, Microsoft Excel, 401k, Retirement Planning, Wealth Management, Sales Management, Financial Modeling, Mutual Funds, Asset Allocation, Series 7, Account Management, Insurance, Asset Management, PowerPoint, Investment Advisory, Sales, Marketing Strategy, Portfolio Management, Investment Strategies, Separately Managed..., Customer Service, Alternative Investments, Life Insurance, Financial Services, Fixed Annuities, Microsoft Office, Estate Planning, IRAs, Securities, Marketing, Retirement, Financial Analysis, Investments, Series 63, Strategic Financial..., Salesforce.com
Education
The Ohio State University 2005 — 2009
Tripp Norton, CFA Tripp Norton, CFA's Invesco Ltd. Experience February 2014 - July 2015
Job MBA Candidate, Class of 2017 at The University of Chicago Booth School of Business
Industry Investment Management
Experience
Invesco Ltd. February 2014 - July 2015
Invesco Ltd. May 2012 - February 2014
Invesco Ltd. May 2011 - May 2012
Invesco Ltd. June 2010 - May 2011
TheLotBank.com February 2009 - May 2011
The Norton Agency May 2004 - May 2011
Southern Capital Funds May 2004 - May 2011
Skills
Investments, Valuation, Financial Modeling, Financial Analysis, Finance, Investment Management, Asset Management, Bloomberg, Equity Research, Equities, Data Analysis, Real Estate, Analysis, Market Research, Asset Managment, Portfolio Management, FactSet, Strategy
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Strategic Management, Finance, and Managerial and Organizational Behavior
Georgia Institute of Technology - Georgia Tech College of Management 2008 — 2011
B.S., Management: Accounting and Finance, GPA: 3.92/4.0
Wofford College 2006 — 2008
Finance and Accounting
Invesco Ltd. February 2014 - July 2015
Invesco Ltd. May 2012 - February 2014
Invesco Ltd. May 2011 - May 2012
Invesco Ltd. June 2010 - May 2011
TheLotBank.com February 2009 - May 2011
The Norton Agency May 2004 - May 2011
Southern Capital Funds May 2004 - May 2011
Skills
Investments, Valuation, Financial Modeling, Financial Analysis, Finance, Investment Management, Asset Management, Bloomberg, Equity Research, Equities, Data Analysis, Real Estate, Analysis, Market Research, Asset Managment, Portfolio Management, FactSet, Strategy
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Strategic Management, Finance, and Managerial and Organizational Behavior
Georgia Institute of Technology - Georgia Tech College of Management 2008 — 2011
B.S., Management: Accounting and Finance, GPA: 3.92/4.0
Wofford College 2006 — 2008
Finance and Accounting
David Bradley David Bradley's Invesco Ltd. Experience December 2006 - Present
Job Global Liquidity
Industry Financial Services
Experience
Invesco Ltd. December 2006 - Present
Invesco Ltd. August 2001 - December 2006
AIM Investments October 2000 - July 2001
AIM Investments February 1998 - October 2000
Skills
Mutual Funds, Separately Managed..., Cash Management, Alternative Investments, Asset Management, Investments, Sales, Sales Management, Series 63, Series 7, Wealth Management, Team Leadership, Securities, Portfolio Management, Leadership Development, Leadership, Internal Audit
Education
Texas A&M University 1993 — 1997
Invesco Ltd. December 2006 - Present
Invesco Ltd. August 2001 - December 2006
AIM Investments October 2000 - July 2001
AIM Investments February 1998 - October 2000
Skills
Mutual Funds, Separately Managed..., Cash Management, Alternative Investments, Asset Management, Investments, Sales, Sales Management, Series 63, Series 7, Wealth Management, Team Leadership, Securities, Portfolio Management, Leadership Development, Leadership, Internal Audit
Education
Texas A&M University 1993 — 1997
Olga Sotomayor Olga Sotomayor's Invesco Ltd. Experience July 2010 - Present
Job Compliance Officer at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. July 2010 - Present
Invesco Aim Investments August 2007 - July 2010
Invesco August 2006 - August 2007
Invesco June 2005 - August 2006
InfoTech, Inc. October 2002 - June 2005
American Cancer Society March 2002 - October 2002
Motorola August 2000 - March 2002
Skills
Series 6, Series 7, Series 63, Series 65, Advisory Compliance, Training, Curriculum Development, Business Process..., Requirements Gathering, SharePoint
Education
Texas State University-San Marcos 1998 — 2000
Master of Arts (MA), Communication Studies
Texas A&M University 1994 — 1998
Bachelor of Arts (B.A.), Communication, General
Invesco Ltd. July 2010 - Present
Invesco Aim Investments August 2007 - July 2010
Invesco August 2006 - August 2007
Invesco June 2005 - August 2006
InfoTech, Inc. October 2002 - June 2005
American Cancer Society March 2002 - October 2002
Motorola August 2000 - March 2002
Skills
Series 6, Series 7, Series 63, Series 65, Advisory Compliance, Training, Curriculum Development, Business Process..., Requirements Gathering, SharePoint
Education
Texas State University-San Marcos 1998 — 2000
Master of Arts (MA), Communication Studies
Texas A&M University 1994 — 1998
Bachelor of Arts (B.A.), Communication, General
Ashley Davis's Invesco Ltd. Experience August 2015 - Present
Job Sr. Continuous Improvement Consultant
Industry Financial Services
Experience
Invesco Ltd. August 2015 - Present
Invesco Ltd. April 2012 - August 2015
SunTrust Bank September 2004 - March 2012
Cingular August 2001 - September 2002
ACG Professionals December 1999 - July 2001
Skills
HR Consulting, Policy Writing, Strategic Financial..., Business Analytics, Policy Analysis, Financial Planning, Global Talent..., I-9 Compliance, Process Redesign, Employee Training, Strategic Planning
Education
The University of Georgia 1991 — 1995
Bachelor of Business Administration, Human Resources Management
Invesco Ltd. August 2015 - Present
Invesco Ltd. April 2012 - August 2015
SunTrust Bank September 2004 - March 2012
Cingular August 2001 - September 2002
ACG Professionals December 1999 - July 2001
Skills
HR Consulting, Policy Writing, Strategic Financial..., Business Analytics, Policy Analysis, Financial Planning, Global Talent..., I-9 Compliance, Process Redesign, Employee Training, Strategic Planning
Education
The University of Georgia 1991 — 1995
Bachelor of Business Administration, Human Resources Management
Alexandra Temple's Invesco Ltd. Experience May 2014 - August 2014
Job BNSF Next Generation Leadership Program
Industry Marketing and Advertising
Experience
Invesco Ltd. May 2014 - August 2014
GE Oil & Gas May 2013 - August 2013
GE Oil & Gas May 2012 - July 2012
Wood Group July 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Communication, Microsoft Power Point, SharePoint, Social Networking, Leadership, Interpersonal Leadership, Social Media, Marketing, Facebook, Organizational..., PowerPoint, Human Resources, Accounts Payable, Microsoft Office, Teamwork, Public Speaking
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing, 3.4
Invesco Ltd. May 2014 - August 2014
GE Oil & Gas May 2013 - August 2013
GE Oil & Gas May 2012 - July 2012
Wood Group July 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Communication, Microsoft Power Point, SharePoint, Social Networking, Leadership, Interpersonal Leadership, Social Media, Marketing, Facebook, Organizational..., PowerPoint, Human Resources, Accounts Payable, Microsoft Office, Teamwork, Public Speaking
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing, 3.4
Audrey McCoy, CPA Audrey McCoy, CPA's Invesco Ltd. Experience May 2011 - January 2012
Job Senior Audit Associate at HLB Gross Collins, P.C.
Industry Accounting
Experience
HLB Gross Collins, P.C. September 2013 - Present
Office of the Vice President for Public Service and Outreach August 2012 - July 2013
Office of the Vice President for Public Service and Outreach February 2011 - May 2012
Invesco Ltd. May 2011 - January 2012
Skills
English Minor, Microsoft Office, Excel, Word, Accounting, Microsoft Word, Financial Accounting, Microsoft Excel, Account Reconciliation, Process Improvement, Communication Skills, Project Coordination, GAAP, Internal Controls
Education
The University of Georgia 2012 — 2013
Master of Accountancy
The University of Georgia 2008 — 2012
Bachelor of Business Administration, Accounting
HLB Gross Collins, P.C. September 2013 - Present
Office of the Vice President for Public Service and Outreach August 2012 - July 2013
Office of the Vice President for Public Service and Outreach February 2011 - May 2012
Invesco Ltd. May 2011 - January 2012
Skills
English Minor, Microsoft Office, Excel, Word, Accounting, Microsoft Word, Financial Accounting, Microsoft Excel, Account Reconciliation, Process Improvement, Communication Skills, Project Coordination, GAAP, Internal Controls
Education
The University of Georgia 2012 — 2013
Master of Accountancy
The University of Georgia 2008 — 2012
Bachelor of Business Administration, Accounting
Brian Houston, CRPC®, CRPS® Brian Houston, CRPC®, CRPS®'s Invesco Ltd. Experience June 2005 - July 2011
Job VP, Business Development at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management June 2011 - Present
ING U.S. Investment Management June 2011 - April 2014
Invesco Ltd. June 2005 - July 2011
Invesco Aim June 2000 - June 2005
Skills
Series 7, FINRA Series 6, Retirement, Pensions, New Business Development, Asset Management, 401k, Series 6, Series 66, Retirement Planning, IRA's, Mutual Funds, Investments, Defined Contribution, Series 63, ETFs, Alternative Investments, Relationship Management, Retirement Plan..., Institutional, Sales, Due Diligence, Institutional..., Qualified Retirement..., Asset Allocation
Education
Texas State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Voya Investment Management June 2011 - Present
ING U.S. Investment Management June 2011 - April 2014
Invesco Ltd. June 2005 - July 2011
Invesco Aim June 2000 - June 2005
Skills
Series 7, FINRA Series 6, Retirement, Pensions, New Business Development, Asset Management, 401k, Series 6, Series 66, Retirement Planning, IRA's, Mutual Funds, Investments, Defined Contribution, Series 63, ETFs, Alternative Investments, Relationship Management, Retirement Plan..., Institutional, Sales, Due Diligence, Institutional..., Qualified Retirement..., Asset Allocation
Education
Texas State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jennifer Mok Jennifer Mok's Invesco Ltd. Experience April 2011 - Present
Job Business Systems Analyst at Invesco Ltd.
Industry Financial Services
Experience
Invesco July 2013 - Present
Invesco Ltd. April 2011 - Present
Invesco Ltd. May 2008 - April 2011
Invesco Ltd. April 2006 - May 2008
Invesco Aim October 2004 - April 2006
Education
The University of Texas at Austin 1998 — 2002
BA, Economics
Dulles High School 1994 — 1998
Invesco July 2013 - Present
Invesco Ltd. April 2011 - Present
Invesco Ltd. May 2008 - April 2011
Invesco Ltd. April 2006 - May 2008
Invesco Aim October 2004 - April 2006
Education
The University of Texas at Austin 1998 — 2002
BA, Economics
Dulles High School 1994 — 1998
Joe Eldridge's Invesco Ltd. Experience October 1997 - May 1998
Job Financial Consultant
Industry Accounting
Experience
Azure Midstream Energy LLC 2012 - Present
Phytel, Inc. August 2011 - August 2012
AmerisourceBergen Specialty Group (ICS Division) May 2009 - May 2011
e-Rewards July 2006 - May 2009
Bombardier January 2005 - July 2006
Xanser (Kaneb Services) April 2000 - January 2005
Trinity Medical Center May 1998 - April 2000
Invesco Ltd. October 1997 - May 1998
Thousand Trails, LP January 1997 - October 1997
Baylor University Medical Center March 1992 - December 1996
Skills
Market Research, Sarbanes-Oxley Act, Management, Analysis, Process Improvement, Consistency, Leadership, Financial Analysis, Department Organization, GAAP Standards, Accounting, Training, Finance, Auditing, Payroll
Education
Texas Tech University 1987 — 1991
BBA, Accounting
Azure Midstream Energy LLC 2012 - Present
Phytel, Inc. August 2011 - August 2012
AmerisourceBergen Specialty Group (ICS Division) May 2009 - May 2011
e-Rewards July 2006 - May 2009
Bombardier January 2005 - July 2006
Xanser (Kaneb Services) April 2000 - January 2005
Trinity Medical Center May 1998 - April 2000
Invesco Ltd. October 1997 - May 1998
Thousand Trails, LP January 1997 - October 1997
Baylor University Medical Center March 1992 - December 1996
Skills
Market Research, Sarbanes-Oxley Act, Management, Analysis, Process Improvement, Consistency, Leadership, Financial Analysis, Department Organization, GAAP Standards, Accounting, Training, Finance, Auditing, Payroll
Education
Texas Tech University 1987 — 1991
BBA, Accounting
Ross Cunningham Ross Cunningham's Invesco Ltd. Experience June 2012 - August 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2013 - Present
Q Investments January 2013 - May 2013
Invesco Ltd. June 2012 - August 2012
Q Investments August 2011 - December 2011
UBS May 2011 - August 2011
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
BA, BS, BBA, Mathematics, Economics, Finance w/ Real Estate
Goldman Sachs June 2013 - Present
Q Investments January 2013 - May 2013
Invesco Ltd. June 2012 - August 2012
Q Investments August 2011 - December 2011
UBS May 2011 - August 2011
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
BA, BS, BBA, Mathematics, Economics, Finance w/ Real Estate
Jessica McDonald Jessica McDonald's Invesco Ltd. Experience July 2010 - March 2013
Job HR Business Partner
Industry Human Resources
Experience
Invesco Ltd. July 2010 - March 2013
Invesco Ltd. January 2008 - July 2010
Mercer May 2005 - December 2007
Skills
PeopleSoft, Microsoft Office, HRIS, Benefits, Compensation, Employee Relations, Performance Management, Organizational..., Job Matching, Strategic Partnerships, DDI Certified, Employee Benefits, Human Resources, HR Policies, Interviews, Training, HR Consulting, Job Descriptions, Onboarding, Workforce Planning, Succession Planning, Talent Management, Project Management, New Hire Orientations, Employee Engagement, Performance Appraisal, Employee Handbooks, Strategic HR, Deferred Compensation
Education
Texas A&M University - Mays Business School
BBA, Management, HR
Invesco Ltd. July 2010 - March 2013
Invesco Ltd. January 2008 - July 2010
Mercer May 2005 - December 2007
Skills
PeopleSoft, Microsoft Office, HRIS, Benefits, Compensation, Employee Relations, Performance Management, Organizational..., Job Matching, Strategic Partnerships, DDI Certified, Employee Benefits, Human Resources, HR Policies, Interviews, Training, HR Consulting, Job Descriptions, Onboarding, Workforce Planning, Succession Planning, Talent Management, Project Management, New Hire Orientations, Employee Engagement, Performance Appraisal, Employee Handbooks, Strategic HR, Deferred Compensation
Education
Texas A&M University - Mays Business School
BBA, Management, HR
Rudi Schadt Rudi Schadt's Invesco Ltd. Experience September 2010 - Present
Job Head of Alternative Risk at Invesco
Industry Investment Management
Experience
Invesco Ltd. September 2010 - Present
OppenheimerFunds February 2002 - January 2009
UBS Global Asset Management (Brinson) September 2000 - April 2001
State Street Global Advisors May 1997 - August 2000
SMU Cox School of Business August 1995 - April 1997
Commerz International Capital Management February 1988 - September 1990
Commerzbank January 1985 - January 1988
Skills
Global Asset Allocation, Risk Management, Asset Management, Asset Allocation, Investment Strategies, Equities, Tactical Asset...
Education
The University of Chicago Booth School of Business 1990 — 1995
PhD, Finance
University of Mannheim 1981 — 1983
Diplom / Masters, Economics
University of California, Los Angeles 1979 — 1980
PhD - course work, Economics
University of Colorado Boulder 1978 — 1979
Masters, not complete, Economics, Journalism
Invesco Ltd. September 2010 - Present
OppenheimerFunds February 2002 - January 2009
UBS Global Asset Management (Brinson) September 2000 - April 2001
State Street Global Advisors May 1997 - August 2000
SMU Cox School of Business August 1995 - April 1997
Commerz International Capital Management February 1988 - September 1990
Commerzbank January 1985 - January 1988
Skills
Global Asset Allocation, Risk Management, Asset Management, Asset Allocation, Investment Strategies, Equities, Tactical Asset...
Education
The University of Chicago Booth School of Business 1990 — 1995
PhD, Finance
University of Mannheim 1981 — 1983
Diplom / Masters, Economics
University of California, Los Angeles 1979 — 1980
PhD - course work, Economics
University of Colorado Boulder 1978 — 1979
Masters, not complete, Economics, Journalism
Emma King Emma King's Invesco Ltd. Experience August 2010 - December 2010
Job Enterprise Adoptions Program at Dropbox
Industry Information Technology and Services
Experience
Dropbox April 2015 - Present
Dropbox January 2014 - Present
Dropbox October 2012 - Present
Epic July 2011 - May 2012
Invesco Ltd. August 2010 - December 2010
INTRUST Bank June 2007 - December 2008
Skills
Project Coordination, Microsoft Office, Software Project..., Staff Mentoring, Change Management, Risk Management, Time Management, People Management, Strategic Communications, Budgets, SaaS, Leadership, Start-ups, Management, Customer Service, Data Analysis, Strategy, Inbound Marketing, Recruiting, Project Management, CRM, Sales
Education
University of Kansas 2007 — 2011
Bachelor of Arts (B.A.), Economics, French
Université catholique de l'Ouest 2009 — 2009
Diplôme de Langue et de Culture Françaises, French Language and Literature
Dropbox April 2015 - Present
Dropbox January 2014 - Present
Dropbox October 2012 - Present
Epic July 2011 - May 2012
Invesco Ltd. August 2010 - December 2010
INTRUST Bank June 2007 - December 2008
Skills
Project Coordination, Microsoft Office, Software Project..., Staff Mentoring, Change Management, Risk Management, Time Management, People Management, Strategic Communications, Budgets, SaaS, Leadership, Start-ups, Management, Customer Service, Data Analysis, Strategy, Inbound Marketing, Recruiting, Project Management, CRM, Sales
Education
University of Kansas 2007 — 2011
Bachelor of Arts (B.A.), Economics, French
Université catholique de l'Ouest 2009 — 2009
Diplôme de Langue et de Culture Françaises, French Language and Literature
Alex Kotzur Alex Kotzur's Invesco Ltd. Experience October 2007 - June 2010
Job Technical Sales Representative at Packers Plus
Industry Oil & Energy
Experience
Packers Plus June 2014 - Present
Packers Plus October 2011 - June 2014
Halliburton July 2010 - October 2011
Invesco Ltd. October 2007 - June 2010
Skills
Business Development, Energy, Energy Industry, Natural Gas, Oil/Gas, Oilfield, Petroleum, Sales Operations, Contract Management, Gas, Completions, Supervisory Skills, Completion, Oil, Upstream, Drilling, Onshore, Oil & Gas
Education
Texas A&M University 2003 — 2007
BS, Technology Management
Packers Plus June 2014 - Present
Packers Plus October 2011 - June 2014
Halliburton July 2010 - October 2011
Invesco Ltd. October 2007 - June 2010
Skills
Business Development, Energy, Energy Industry, Natural Gas, Oil/Gas, Oilfield, Petroleum, Sales Operations, Contract Management, Gas, Completions, Supervisory Skills, Completion, Oil, Upstream, Drilling, Onshore, Oil & Gas
Education
Texas A&M University 2003 — 2007
BS, Technology Management
Erika Chopra Erika Chopra's Invesco Ltd. Experience August 2010 - September 2011
Job Senior Associate, Wealth Advisory Services at Northern Trust
Industry Investment Management
Experience
Northern Trust November 2013 - Present
Avalon Advisors, LLC September 2011 - November 2013
Invesco Ltd. August 2010 - September 2011
Mercer Advisors September 2009 - August 2010
Vanguard December 2005 - September 2009
Skills
Windows 98 / 2000 /..., Individual,..., Development of Training..., Strategy and Problem..., Purchasing Management,..., Customer & Partner..., PowerPoint, Problem Solving, Strategy, Microsoft Excel, Inventory Control, Curriculum Design, Asset Managment, Wealth Management, Relationship Management, Investments, Leadership, Mutual Funds, Investment Management, Management, Finance, Operations Management, Hedge Funds, Asset Allocation, Training, Alternative Investments, Securities, Financial Markets, Investment Advisory, Financial Services, CRM, High Net Worth..., Wealth Management..., Portfolio Management, Asset Management
Education
Syracuse University 1998 — 2002
Bachelor of Arts (BA), Psychology & Sociology
The Derryfield School 1992 — 1998
Northern Trust November 2013 - Present
Avalon Advisors, LLC September 2011 - November 2013
Invesco Ltd. August 2010 - September 2011
Mercer Advisors September 2009 - August 2010
Vanguard December 2005 - September 2009
Skills
Windows 98 / 2000 /..., Individual,..., Development of Training..., Strategy and Problem..., Purchasing Management,..., Customer & Partner..., PowerPoint, Problem Solving, Strategy, Microsoft Excel, Inventory Control, Curriculum Design, Asset Managment, Wealth Management, Relationship Management, Investments, Leadership, Mutual Funds, Investment Management, Management, Finance, Operations Management, Hedge Funds, Asset Allocation, Training, Alternative Investments, Securities, Financial Markets, Investment Advisory, Financial Services, CRM, High Net Worth..., Wealth Management..., Portfolio Management, Asset Management
Education
Syracuse University 1998 — 2002
Bachelor of Arts (BA), Psychology & Sociology
The Derryfield School 1992 — 1998
Pam O'Donnell Pam O'Donnell's Invesco Ltd. Experience June 1997 - July 2005
Job Web Developer
Industry Internet
Experience
Adecco Group November 2013 - Present
Pyramid Consulting April 2013 - November 2013
Utiliquest August 2011 - October 2012
Prosoft September 2010 - June 2011
Verizon Business October 2005 - March 2010
Kforce Inc. 2005 - 2008
Invesco Ltd. June 1997 - July 2005
Skills
Content Management, SharePoint, Usability, CSS, HTML, SEO, Dreamweaver, Web Content Management, Databases, Technical Recruiting, JavaScript, Business Analysis, XML, Online Marketing, XHTML, Web Design, User Experience
Education
The University of Georgia 1986 — 1991
ABJ, Journalism
Adecco Group November 2013 - Present
Pyramid Consulting April 2013 - November 2013
Utiliquest August 2011 - October 2012
Prosoft September 2010 - June 2011
Verizon Business October 2005 - March 2010
Kforce Inc. 2005 - 2008
Invesco Ltd. June 1997 - July 2005
Skills
Content Management, SharePoint, Usability, CSS, HTML, SEO, Dreamweaver, Web Content Management, Databases, Technical Recruiting, JavaScript, Business Analysis, XML, Online Marketing, XHTML, Web Design, User Experience
Education
The University of Georgia 1986 — 1991
ABJ, Journalism
Jay Turney Jay Turney's Invesco Ltd. Experience December 2011 - Present
Job Director, Corporate Properties Real Estate at Invesco Ltd.
Industry Airlines/Aviation
Experience
Invesco Ltd. December 2011 - Present
Delta Air Lines May 2004 - August 2011
Delta Air Lines November 2001 - May 2004
Delta Air Lines November 1998 - November 2001
Delta Air Lines January 1992 - November 1998
Rail-TEC, Inc. December 1986 - September 1989
CSX Transportation August 1985 - December 1986
Skills
Airports, Aviation, Budgets, Construction, Construction Management, Contract Management, Contract Negotiation, Leadership, Management, Negotiation, Procurement, Program Management, Project Management, Project Planning, Strategic Planning, Team Leadership
Education
The College of William and Mary - The Mason School of Business 1989 — 1991
MBA
University of Virginia 1981 — 1985
B.S., Civil Engineering
Invesco Ltd. December 2011 - Present
Delta Air Lines May 2004 - August 2011
Delta Air Lines November 2001 - May 2004
Delta Air Lines November 1998 - November 2001
Delta Air Lines January 1992 - November 1998
Rail-TEC, Inc. December 1986 - September 1989
CSX Transportation August 1985 - December 1986
Skills
Airports, Aviation, Budgets, Construction, Construction Management, Contract Management, Contract Negotiation, Leadership, Management, Negotiation, Procurement, Program Management, Project Management, Project Planning, Strategic Planning, Team Leadership
Education
The College of William and Mary - The Mason School of Business 1989 — 1991
MBA
University of Virginia 1981 — 1985
B.S., Civil Engineering
KC Sanjay KC Sanjay's Invesco Ltd. Experience February 2010 - April 2011
Job Sr. Real Estate Economist at Axiometrics, Inc.
Industry Real Estate
Experience
Axiometrics, Inc. August 2011 - Present
University of Phoenix June 2005 - Present
Real Estate by KC April 2011 - December 2011
Invesco Ltd. February 2010 - April 2011
Guaranty Bank/BBVA Compass November 2005 - September 2009
M/PF Research 2000 - 2006
MPF Research April 2000 - November 2005
Skills
Market Research, Portfolio Management, Location Intelligence, Academia, Sectors, STAT, Research, Forecasting, Market Analysis, Financial Modeling, Valuation, Analysis, Analytics, Commercial Real Estate, Due Diligence, Economics, Finance, Financial Analysis, Investments, Leadership, Management, Marketing Strategy, Mergers, Real Estate, Real Estate Economics, Statistics, Strategic Planning, Investment Properties, Real Estate Transactions, Data Analysis
Education
The University of Texas at Arlington - College of Business 1996 — 1998
MS Economics, Quantitative Economics
Washburn University 1993 — 1995
Economics and Political Science, Economics and Political Science
Central Wyoming College 1991 — 1993
AS, Economics
Axiometrics, Inc. August 2011 - Present
University of Phoenix June 2005 - Present
Real Estate by KC April 2011 - December 2011
Invesco Ltd. February 2010 - April 2011
Guaranty Bank/BBVA Compass November 2005 - September 2009
M/PF Research 2000 - 2006
MPF Research April 2000 - November 2005
Skills
Market Research, Portfolio Management, Location Intelligence, Academia, Sectors, STAT, Research, Forecasting, Market Analysis, Financial Modeling, Valuation, Analysis, Analytics, Commercial Real Estate, Due Diligence, Economics, Finance, Financial Analysis, Investments, Leadership, Management, Marketing Strategy, Mergers, Real Estate, Real Estate Economics, Statistics, Strategic Planning, Investment Properties, Real Estate Transactions, Data Analysis
Education
The University of Texas at Arlington - College of Business 1996 — 1998
MS Economics, Quantitative Economics
Washburn University 1993 — 1995
Economics and Political Science, Economics and Political Science
Central Wyoming College 1991 — 1993
AS, Economics
Roderick Ellis Roderick Ellis's Invesco Ltd. Experience April 2011 - Present
Job Chief Accounting Officer at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. April 2011 - Present
Invesco Ltd. May 2007 - April 2011
Invesco Ltd January 2001 - May 2007
Invesco Ltd February 1995 - December 2000
KPMG September 1988 - January 1995
Education
The University of Sheffield 1985 — 1988
BA, History
Invesco Ltd. April 2011 - Present
Invesco Ltd. May 2007 - April 2011
Invesco Ltd January 2001 - May 2007
Invesco Ltd February 1995 - December 2000
KPMG September 1988 - January 1995
Education
The University of Sheffield 1985 — 1988
BA, History
Paul Rasplicka, CFA Paul Rasplicka, CFA's Invesco Ltd. Experience January 1998 - March 2011
Job Managing Member at Yellowstone Investments, LLC
Industry Real Estate
Experience
Yellowstone Investments, LLC May 2012 - Present
Invesco Ltd. January 1998 - March 2011
Invesco Ltd. 1994 - 1997
Chase Investment Counsel 1992 - 1994
Skills
Mutual Funds, Alternative Investments, Asset Managment, Equities, Equity Research, Series 7, Portfolio Management, Investments, Asset Allocation, Investment Strategies, Investment Management, Funding, Valuation, Hedge Funds, Bloomberg, Wealth Management, Securities, Asset Management, Financial Modeling, Real Estate, Investment Advisory, Financial Advisory, Series 63, Fixed Income, Capital Markets, Finance, Institutional..., Private Equity, Bonds, Equity Valuation, Business Valuation, ETFs, Financial Structuring, Investment Banking, Investor Relations
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance, Accounting, Marketing
University of Colorado at Boulder - Leeds School of Business 1974 — 1978
BS, Finance
Yellowstone Investments, LLC May 2012 - Present
Invesco Ltd. January 1998 - March 2011
Invesco Ltd. 1994 - 1997
Chase Investment Counsel 1992 - 1994
Skills
Mutual Funds, Alternative Investments, Asset Managment, Equities, Equity Research, Series 7, Portfolio Management, Investments, Asset Allocation, Investment Strategies, Investment Management, Funding, Valuation, Hedge Funds, Bloomberg, Wealth Management, Securities, Asset Management, Financial Modeling, Real Estate, Investment Advisory, Financial Advisory, Series 63, Fixed Income, Capital Markets, Finance, Institutional..., Private Equity, Bonds, Equity Valuation, Business Valuation, ETFs, Financial Structuring, Investment Banking, Investor Relations
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance, Accounting, Marketing
University of Colorado at Boulder - Leeds School of Business 1974 — 1978
BS, Finance
Kent McGowan Kent McGowan's Invesco Ltd. Experience May 2010 - Present
Job Communications Coordinator at Invesco
Industry Marketing and Advertising
Experience
Invesco Ltd. May 2010 - Present
John Daugherty Realtors July 2009 - November 2009
Hubbell and Hudson November 2008 - January 2009
Adplex 2005 - 2008
American Color 2000 - 2005
Randalls Food Markets 1992 - 2000
Skills
Advertising, InDesign, Copywriting, Art Direction, QuarkXPress, Marketing, Pre-press, Marketing Communications, Direct Mail, Adobe Acrobat, Direct Marketing, Graphic Design, Account Management, Brochures, Customer Service, Project Management, Creative Direction
Education
Stephen F. Austin State University 1981 — 1985
BA, Communications/Advertising
Invesco Ltd. May 2010 - Present
John Daugherty Realtors July 2009 - November 2009
Hubbell and Hudson November 2008 - January 2009
Adplex 2005 - 2008
American Color 2000 - 2005
Randalls Food Markets 1992 - 2000
Skills
Advertising, InDesign, Copywriting, Art Direction, QuarkXPress, Marketing, Pre-press, Marketing Communications, Direct Mail, Adobe Acrobat, Direct Marketing, Graphic Design, Account Management, Brochures, Customer Service, Project Management, Creative Direction
Education
Stephen F. Austin State University 1981 — 1985
BA, Communications/Advertising
Jay Guthrie Jay Guthrie's Invesco Ltd. Experience July 2008 - May 2015
Job IT Director at SGS
Industry Information Technology and Services
Experience
SGS June 2015 - Present
Invesco Ltd. July 2008 - May 2015
Invesco Ltd. January 2003 - July 2008
Invesco Ltd. January 1998 - January 2003
Skills
Data Warehousing, Business Process, Siebel, IT Strategy, Business Intelligence, Project Management, Eagle PACE, Asset Management, IT Asset Management, Enterprise Architecture, CRM, Eagle, Front to Back Office, Performance Measurement, Oracle BIEE, IT Management, IT Outsourcing, Lean IT, Agile Project Management, IT Operations, Data Architecture, Data Warehouse..., Information Architecture, Informatica, Oracle, Data Integration, Vendor Management
Education
Texas A&M University 1993 — 1997
Bachelor of Business Administration (BBA), Management Information Systems
SGS June 2015 - Present
Invesco Ltd. July 2008 - May 2015
Invesco Ltd. January 2003 - July 2008
Invesco Ltd. January 1998 - January 2003
Skills
Data Warehousing, Business Process, Siebel, IT Strategy, Business Intelligence, Project Management, Eagle PACE, Asset Management, IT Asset Management, Enterprise Architecture, CRM, Eagle, Front to Back Office, Performance Measurement, Oracle BIEE, IT Management, IT Outsourcing, Lean IT, Agile Project Management, IT Operations, Data Architecture, Data Warehouse..., Information Architecture, Informatica, Oracle, Data Integration, Vendor Management
Education
Texas A&M University 1993 — 1997
Bachelor of Business Administration (BBA), Management Information Systems
Fay Ann Sherris, CPA's Invesco Ltd. Experience August 2010 - June 2014
Job Director of Financial Reporting at JMP Credit Advisors LLC and Harvest Capital Credit Corporation (NASDAQ: HCAP)
Industry Financial Services
Experience
JMP Credit Advisors LLC and Harvest Capital Credit Corporation (NASDAQ: HCAP) July 2014 - Present
Invesco Ltd. August 2010 - June 2014
Invesco Ltd. June 2008 - August 2010
The Home Depot March 2007 - June 2008
The Home Depot September 2005 - March 2007
The Home Depot September 2004 - September 2005
Deloitte & Touche September 2002 - September 2004
Skills
Financial Reporting, Forecasting, Asset Management, Project Management, Investor Relations, Communication Skills, SEC filings, Sarbanes-Oxley Act, Consolidation, Analysis, Financial Analysis, Internal Controls, Budgets, Financial Modeling, Finance, Accounting, Management, OLAP, Executive Reporting, Compliance, SEC Filings, Process Improvement, Auditing, US GAAP, Internal Audit, GAAP, Due Diligence
Education
The University of Georgia 1998 — 2002
Masters & BBA, Accounting
University of Georgia - Terry College of Business 1998 — 2002
MAcc, Accounting
University of Georgia - Terry College of Business 1998 — 2002
BBA, Accounting
JMP Credit Advisors LLC and Harvest Capital Credit Corporation (NASDAQ: HCAP) July 2014 - Present
Invesco Ltd. August 2010 - June 2014
Invesco Ltd. June 2008 - August 2010
The Home Depot March 2007 - June 2008
The Home Depot September 2005 - March 2007
The Home Depot September 2004 - September 2005
Deloitte & Touche September 2002 - September 2004
Skills
Financial Reporting, Forecasting, Asset Management, Project Management, Investor Relations, Communication Skills, SEC filings, Sarbanes-Oxley Act, Consolidation, Analysis, Financial Analysis, Internal Controls, Budgets, Financial Modeling, Finance, Accounting, Management, OLAP, Executive Reporting, Compliance, SEC Filings, Process Improvement, Auditing, US GAAP, Internal Audit, GAAP, Due Diligence
Education
The University of Georgia 1998 — 2002
Masters & BBA, Accounting
University of Georgia - Terry College of Business 1998 — 2002
MAcc, Accounting
University of Georgia - Terry College of Business 1998 — 2002
BBA, Accounting
Jennifer Hulak Jennifer Hulak's Invesco Ltd. Experience 2004 - 2006
Job Vice President, Corporate Communications at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank May 2011 - Present
SunTrust Bank January 2010 - June 2011
Burr & Forman LLP 2008 - 2009
Paul, Hastings, Janofsky & Walker LLP 2006 - 2008
Invesco Ltd. 2004 - 2006
INVESCO Institutional N.A. 2003 - 2004
Invesco Retirement 1999 - 2003
- 2000 - 2002
Invesco Retirement 1998 - 1999
Pan American Retirement 1997 - 1998
Skills
Strategic Partnerships, Marketing, Management, Business Development, Training, Project Management, Enterprise Software, Sales, Budgets, Mergers & Acquisitions, Sales Operations
Education
The University of Georgia 1987 — 1991
BA, Liberal Arts and Sciences/Liberal Studies
SunTrust Bank May 2011 - Present
SunTrust Bank January 2010 - June 2011
Burr & Forman LLP 2008 - 2009
Paul, Hastings, Janofsky & Walker LLP 2006 - 2008
Invesco Ltd. 2004 - 2006
INVESCO Institutional N.A. 2003 - 2004
Invesco Retirement 1999 - 2003
- 2000 - 2002
Invesco Retirement 1998 - 1999
Pan American Retirement 1997 - 1998
Skills
Strategic Partnerships, Marketing, Management, Business Development, Training, Project Management, Enterprise Software, Sales, Budgets, Mergers & Acquisitions, Sales Operations
Education
The University of Georgia 1987 — 1991
BA, Liberal Arts and Sciences/Liberal Studies
Jake Cohen's Invesco Ltd. Experience June 2015 - August 2015
Job Finance Student at University of Georgia
Industry Financial Services
Experience
Invesco Ltd. June 2015 - August 2015
Sideqik May 2014 - August 2014
KMS Technology Solutions January 2014 - July 2014
Robert W. Baird & Co. July 2013 - August 2013
HCA, Parallon Business Solution June 2012 - August 2012
Education
The University of Georgia
Finance, General
Invesco Ltd. June 2015 - August 2015
Sideqik May 2014 - August 2014
KMS Technology Solutions January 2014 - July 2014
Robert W. Baird & Co. July 2013 - August 2013
HCA, Parallon Business Solution June 2012 - August 2012
Education
The University of Georgia
Finance, General
Angelique Gibbs's Invesco Ltd. Experience October 2007 - Present
Job Theatrical Arts Production Management
Industry Investment Management
Experience
Invesco Ltd. October 2007 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Event Management, PowerPoint, Nonprofits, Spreadsheets, Customer Service, Project Management, Public Speaking, Training, Event Planning
Education
Texas Southern University 1992 — 1994
Invesco Ltd. October 2007 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Event Management, PowerPoint, Nonprofits, Spreadsheets, Customer Service, Project Management, Public Speaking, Training, Event Planning
Education
Texas Southern University 1992 — 1994
Meredith Krause Meredith Krause's Invesco Ltd. Experience February 2011 - August 2012
Job Employee Relations Specialist at FMC Technologies
Industry Oil & Energy
Experience
FMC Technologies February 2015 - Present
FMC Technologies July 2014 - Present
Transocean June 2013 - July 2014
Transocean August 2012 - June 2013
Invesco Ltd. February 2011 - August 2012
Resource Staffing September 2009 - February 2011
Movero Technology September 2007 - April 2009
Career Consultants April 2007 - August 2007
The A List at Ashby Staffing November 2006 - March 2007
Skills
iApplicant, Kenexa, LinkedIn Recruiter, PeopleSoft, SkillMatch, Taleo, Microsoft Office, Microsoft Excel, Microsoft Word, Job Descriptions, Compensation & Benefit, Consulting, Data Analysis, Policy, LinkedIn, eEmpact, Monster, CareerBuilder, Twitter, Facebook, Corporate Databases, Skype, Personnel Management, Employee Benefits, Employment Law, Sourcing, Applicant Tracking..., Onboarding, Employee Relations, Talent Acquisition, Management, College Recruiting, Interviews, Career Development, Cold Calling, Interviewing Skills, Human Resources, Sales, Recruiting, Temporary Placement, Time Management, Screening Resumes, Executive Search, New Hire Orientations, Screening, Technical Recruiting, Databases, Benefits Negotiation, Hiring, Internet Recruiting
Education
Texas State University-San Marcos 2002 — 2006
BBA, Business Management
Westlake
FMC Technologies February 2015 - Present
FMC Technologies July 2014 - Present
Transocean June 2013 - July 2014
Transocean August 2012 - June 2013
Invesco Ltd. February 2011 - August 2012
Resource Staffing September 2009 - February 2011
Movero Technology September 2007 - April 2009
Career Consultants April 2007 - August 2007
The A List at Ashby Staffing November 2006 - March 2007
Skills
iApplicant, Kenexa, LinkedIn Recruiter, PeopleSoft, SkillMatch, Taleo, Microsoft Office, Microsoft Excel, Microsoft Word, Job Descriptions, Compensation & Benefit, Consulting, Data Analysis, Policy, LinkedIn, eEmpact, Monster, CareerBuilder, Twitter, Facebook, Corporate Databases, Skype, Personnel Management, Employee Benefits, Employment Law, Sourcing, Applicant Tracking..., Onboarding, Employee Relations, Talent Acquisition, Management, College Recruiting, Interviews, Career Development, Cold Calling, Interviewing Skills, Human Resources, Sales, Recruiting, Temporary Placement, Time Management, Screening Resumes, Executive Search, New Hire Orientations, Screening, Technical Recruiting, Databases, Benefits Negotiation, Hiring, Internet Recruiting
Education
Texas State University-San Marcos 2002 — 2006
BBA, Business Management
Westlake
Tyler Herbert Tyler Herbert's Invesco Ltd. Experience July 2015 - Present
Job Real Estate Acquisitions at Invesco
Industry Real Estate
Experience
Invesco Ltd. July 2015 - Present
Deloitte January 2013 - July 2015
University of Oxford September 2011 - November 2012
Fortress Investment Group (CWCapital) January 2010 - August 2011
Mark G. Anderson Consultants May 2009 - January 2010
Cassidy Turley June 2005 - May 2009
Skills
Financial Modeling, Financial Analysis, Investments, Due Diligence, Real Estate, Portfolio Management, Equities, Valuation, Loans, Business Planning, Finance, Corporate Finance, Private Equity, Asset Managment, Commercial Real Estate, Capital Markets, Business Strategy, Market Analysis, Entrepreneurship, Mergers & Acquisitions, Budgets, Venture Capital, Structured Finance, Real Estate Economics, Economics, Asset Management
Education
University of Oxford - Said Business School 2011 — 2012
MBA - Class of 2012, Focus: Private Equity, Real Estate
Stetson University 2002 — 2006
BBA, Finance
Invesco Ltd. July 2015 - Present
Deloitte January 2013 - July 2015
University of Oxford September 2011 - November 2012
Fortress Investment Group (CWCapital) January 2010 - August 2011
Mark G. Anderson Consultants May 2009 - January 2010
Cassidy Turley June 2005 - May 2009
Skills
Financial Modeling, Financial Analysis, Investments, Due Diligence, Real Estate, Portfolio Management, Equities, Valuation, Loans, Business Planning, Finance, Corporate Finance, Private Equity, Asset Managment, Commercial Real Estate, Capital Markets, Business Strategy, Market Analysis, Entrepreneurship, Mergers & Acquisitions, Budgets, Venture Capital, Structured Finance, Real Estate Economics, Economics, Asset Management
Education
University of Oxford - Said Business School 2011 — 2012
MBA - Class of 2012, Focus: Private Equity, Real Estate
Stetson University 2002 — 2006
BBA, Finance
Juan Velderrain's Invesco Ltd. Experience March 2011 - Present
Job Senior Continuous Improvement Consultant at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. March 2011 - Present
Citigroup September 2004 - March 2011
Citigroup January 2000 - September 2004
Citigroup July 1998 - January 2000
Expertec February 1998 - July 1998
AKRA May 1997 - December 1997
Softtek November 1996 - May 1997
Skills
Change Management, Process Improvement, PMO, Business Process, Project Management, IT Management, Management, Leadership, Strategic Planning, Telecommunications, Budgets, Data Center, Human Resources, Operational Excellence, Business Analysis, Risk Management, Strategy, Vendor Management, SDLC, Business Process..., Financial Services, Project Portfolio..., Program Management
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2010 — 2012
Master of Business Administration (MBA), Finance, General
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1992 — 1996
Bachelor's degree, Electronic Systems Engineering
Invesco Ltd. March 2011 - Present
Citigroup September 2004 - March 2011
Citigroup January 2000 - September 2004
Citigroup July 1998 - January 2000
Expertec February 1998 - July 1998
AKRA May 1997 - December 1997
Softtek November 1996 - May 1997
Skills
Change Management, Process Improvement, PMO, Business Process, Project Management, IT Management, Management, Leadership, Strategic Planning, Telecommunications, Budgets, Data Center, Human Resources, Operational Excellence, Business Analysis, Risk Management, Strategy, Vendor Management, SDLC, Business Process..., Financial Services, Project Portfolio..., Program Management
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2010 — 2012
Master of Business Administration (MBA), Finance, General
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1992 — 1996
Bachelor's degree, Electronic Systems Engineering
Joe Jennings, CPA, AIF® Joe Jennings, CPA, AIF®'s Invesco Ltd. Experience 1995 - 2005
Job Principal at Clear Investment Research, LLC
Industry Financial Services
Experience
Clear Investment Research, LLC October 2013 - Present
Argosy University September 2011 - Present
Clearview Group July 2010 - Present
Investment Research & Advisory Group 2006 - 2010
Invesco Ltd. 1995 - 2005
T. Rowe Price November 1984 - August 1992
Skills
Retirement, Series 7, Mutual Funds, 401k, Securities, Portfolio Management, Pensions, Investments, Retirement Plan..., Financial Advisory, Financial Services, Employee Benefits, Asset Management, Asset Allocation
Education
The Johns Hopkins University - Carey Business School 1987 — 1990
Master of Science (M.S.), Business Administration
University of Maryland 1977 — 1981
Bachelor of Arts (B.A.), Economics & Accounting
Clear Investment Research, LLC October 2013 - Present
Argosy University September 2011 - Present
Clearview Group July 2010 - Present
Investment Research & Advisory Group 2006 - 2010
Invesco Ltd. 1995 - 2005
T. Rowe Price November 1984 - August 1992
Skills
Retirement, Series 7, Mutual Funds, 401k, Securities, Portfolio Management, Pensions, Investments, Retirement Plan..., Financial Advisory, Financial Services, Employee Benefits, Asset Management, Asset Allocation
Education
The Johns Hopkins University - Carey Business School 1987 — 1990
Master of Science (M.S.), Business Administration
University of Maryland 1977 — 1981
Bachelor of Arts (B.A.), Economics & Accounting
Spencer Hough Spencer Hough's Invesco Ltd. Experience January 2012 - March 2014
Job Transaction Manager at ARA, A Newmark Company
Industry Real Estate
Experience
ARA, A Newmark Company July 2015 - Present
GE Capital Real Estate March 2014 - Present
Invesco Ltd. January 2012 - March 2014
Cantor Commercial Real Estate August 2011 - September 2011
Altus Group May 2011 - August 2011
The Oldham Goodwin Group, LLC January 2011 - June 2011
Integra Realty Resources June 2010 - August 2010
Skills
Asset Management, Commercial Real Estate, Due Diligence, Property Management, Real Estate Development, Appraisals, Finance, Real Estate Economics, Valuation, Portfolio Management, Financial Modeling
Education
Texas A&M University - Mays Business School 2010 — 2011
Master of Real Estate- MRE, Real Estate, 3.8 / 4.0
Texas A&M University - Mays Business School 2006 — 2010
Bachelor in Business Administration in Finance, Real Estate
Universitat Autònoma de Barcelona 2009 — 2009
International Business in Economics
ARA, A Newmark Company July 2015 - Present
GE Capital Real Estate March 2014 - Present
Invesco Ltd. January 2012 - March 2014
Cantor Commercial Real Estate August 2011 - September 2011
Altus Group May 2011 - August 2011
The Oldham Goodwin Group, LLC January 2011 - June 2011
Integra Realty Resources June 2010 - August 2010
Skills
Asset Management, Commercial Real Estate, Due Diligence, Property Management, Real Estate Development, Appraisals, Finance, Real Estate Economics, Valuation, Portfolio Management, Financial Modeling
Education
Texas A&M University - Mays Business School 2010 — 2011
Master of Real Estate- MRE, Real Estate, 3.8 / 4.0
Texas A&M University - Mays Business School 2006 — 2010
Bachelor in Business Administration in Finance, Real Estate
Universitat Autònoma de Barcelona 2009 — 2009
International Business in Economics
Shannon Strickler (Maloney), CPA Shannon Strickler (Maloney), CPA's Invesco Ltd. Experience September 2015 - Present
Job at
Industry Information Technology and Services
Experience
Invesco Ltd. September 2015 - Present
Deloitte August 2013 - September 2015
Deloitte & Touche September 2011 - August 2013
Deloitte September 2009 - December 2009
Skills
IT Audit, Auditing, External Audit, Internal Controls, IT Controls, Accounting, SOX, Enterprise Risk..., Sarbanes-Oxley, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Business Process..., Financial Accounting, Business Process
Education
Texas A&M University 2010 — 2011
Master of Science (M.S.), Management Information Systems, General
Texas A&M University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Invesco Ltd. September 2015 - Present
Deloitte August 2013 - September 2015
Deloitte & Touche September 2011 - August 2013
Deloitte September 2009 - December 2009
Skills
IT Audit, Auditing, External Audit, Internal Controls, IT Controls, Accounting, SOX, Enterprise Risk..., Sarbanes-Oxley, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Business Process..., Financial Accounting, Business Process
Education
Texas A&M University 2010 — 2011
Master of Science (M.S.), Management Information Systems, General
Texas A&M University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Jessica Dean, MBA Jessica Dean, MBA's Invesco Ltd. Experience June 2010 - September 2013
Job Investment Analyst at AIG VALIC
Industry Financial Services
Experience
VALIC September 2013 - Present
Invesco Ltd. June 2010 - September 2013
RIA in a Box January 2009 - March 2009
Van Kampen Funds November 2006 - August 2008
Van Kampen Investments March 2005 - November 2006
Pappadeaux Seafood Kitchen March 2004 - November 2004
Clark, Thomas & Winters August 2003 - January 2004
PBC Marketing April 2003 - August 2003
Texas State Senate January 2003 - April 2003
Skills
Customer Service, Financial Analysis, Microsoft Excel, Investments, Mutual Funds, Strategic Financial..., Finance, Analysis, Portfolio Management, Leadership, Retirement Planning, Sales, Marketing, Visio, Operations Management, Microsoft Office, Time Management, Financial Modeling, Project Management
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
Master, Business Administration
The University of Texas at Austin 2000 — 2004
Bachelor of Arts, Government, Business
VALIC September 2013 - Present
Invesco Ltd. June 2010 - September 2013
RIA in a Box January 2009 - March 2009
Van Kampen Funds November 2006 - August 2008
Van Kampen Investments March 2005 - November 2006
Pappadeaux Seafood Kitchen March 2004 - November 2004
Clark, Thomas & Winters August 2003 - January 2004
PBC Marketing April 2003 - August 2003
Texas State Senate January 2003 - April 2003
Skills
Customer Service, Financial Analysis, Microsoft Excel, Investments, Mutual Funds, Strategic Financial..., Finance, Analysis, Portfolio Management, Leadership, Retirement Planning, Sales, Marketing, Visio, Operations Management, Microsoft Office, Time Management, Financial Modeling, Project Management
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
Master, Business Administration
The University of Texas at Austin 2000 — 2004
Bachelor of Arts, Government, Business
Jaime Kelley's Invesco Ltd. Experience July 2009 - June 2012
Job Asset Management Analyst at Invesco
Industry Real Estate
Experience
Invesco June 2012 - Present
Invesco Ltd. July 2009 - June 2012
CBRE August 2008 - July 2009
McNeff Companies, Inc. 2000 - 2008
Moran & Company 2006 - 2006
Skills
Asset Managment, Valuation, Leases, Real Estate, Property Management, Financial Modeling, Microsoft Excel, Microsoft Office, Commercial Real Estate, Asset Management, Finance, Brokerage, Real Estate Economics, Investments, Due Diligence, Management, Budgets, Financial Analysis
Education
Texas A&M University - Mays Business School 2004 — 2007
BS, Finance
Invesco June 2012 - Present
Invesco Ltd. July 2009 - June 2012
CBRE August 2008 - July 2009
McNeff Companies, Inc. 2000 - 2008
Moran & Company 2006 - 2006
Skills
Asset Managment, Valuation, Leases, Real Estate, Property Management, Financial Modeling, Microsoft Excel, Microsoft Office, Commercial Real Estate, Asset Management, Finance, Brokerage, Real Estate Economics, Investments, Due Diligence, Management, Budgets, Financial Analysis
Education
Texas A&M University - Mays Business School 2004 — 2007
BS, Finance
Alisa Hovland Alisa Hovland's Invesco Ltd. Experience August 2010 - January 2012
Job Account Manager at The Infinite Agency
Industry Marketing and Advertising
Experience
The Infinite Agency November 2014 - Present
The Richards Group October 2012 - November 2014
Cinsay January 2012 - November 2012
Invesco Ltd. August 2010 - January 2012
TPC Group May 2009 - July 2009
Kimberly Public Affairs May 2008 - July 2008
Skills
Series 6, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Photoshop, QuarkXPress, Windows 7, Social Media, Social Media Marketing, Social Networking, Social Marketing, Public Relations, Wordpress, SEO, Email Marketing, Pinterest, Twitter, YouTube, Blogging, Social Media Blogging, Corporate Communications, Online Advertising, Account Management, Facebook, WordPress, Creative Writing, SEM, E-commerce, Marketing
Education
Texas Tech University 2006 — 2010
Texas Tech University - Rawls College of Business 2006 — 2010
B.A., Public Relations
The Infinite Agency November 2014 - Present
The Richards Group October 2012 - November 2014
Cinsay January 2012 - November 2012
Invesco Ltd. August 2010 - January 2012
TPC Group May 2009 - July 2009
Kimberly Public Affairs May 2008 - July 2008
Skills
Series 6, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Photoshop, QuarkXPress, Windows 7, Social Media, Social Media Marketing, Social Networking, Social Marketing, Public Relations, Wordpress, SEO, Email Marketing, Pinterest, Twitter, YouTube, Blogging, Social Media Blogging, Corporate Communications, Online Advertising, Account Management, Facebook, WordPress, Creative Writing, SEM, E-commerce, Marketing
Education
Texas Tech University 2006 — 2010
Texas Tech University - Rawls College of Business 2006 — 2010
B.A., Public Relations
Morgan Shaffer Morgan Shaffer's Invesco Ltd. Experience January 2015 - Present
Job Compliance Associate at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. January 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - December 2014
UGA Women in Business March 2012 - May 2013
Aufleger & Associates - An Ameriprise Financial Services Inc. practice May 2012 - August 2012
Aufleger & Associates - An Ameriprise Financial Services Inc. practice December 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Teamwork, English, Social Media, Leadership, Time Management, Budgets
Education
The University of Georgia 2011 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Gainesville State College 2010 — 2011
Core Curriculum
Oxford College of Emory University 2009 — 2009
Core Curriculum
Invesco Ltd. January 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - December 2014
UGA Women in Business March 2012 - May 2013
Aufleger & Associates - An Ameriprise Financial Services Inc. practice May 2012 - August 2012
Aufleger & Associates - An Ameriprise Financial Services Inc. practice December 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Teamwork, English, Social Media, Leadership, Time Management, Budgets
Education
The University of Georgia 2011 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Gainesville State College 2010 — 2011
Core Curriculum
Oxford College of Emory University 2009 — 2009
Core Curriculum
Jorden Meltz Jorden Meltz's Invesco Ltd. Experience July 2013 - Present
Job Collateralized Loan Obligation Analyst at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. July 2013 - Present
Ernst & Young October 2010 - July 2013
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science (B.S.), Double Major in Finance and Marketing
Invesco Ltd. July 2013 - Present
Ernst & Young October 2010 - July 2013
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science (B.S.), Double Major in Finance and Marketing
Brian Jurkash Brian Jurkash's Invesco Ltd. Experience July 2013 - Present
Job Portfolio Manager at Invesco US
Industry Investment Management
Experience
Invesco Ltd. July 2013 - Present
Invesco Ltd. September 2004 - June 2013
Invesco Ltd. January 2003 - September 2004
Invesco Ltd. April 2001 - January 2003
Skills
Equities, Bloomberg, Buy-side, Asset Allocation, Mutual Funds, Alternative Investments, Portfolio Management, Asset Managment, Investments, Equity Valuation, Valuation, Financial Modeling, Investment Strategies, Performance Attribution, Investment Management
Education
University of Houston 2002 — 2005
MBA, Finance
Stephen F. Austin State University 1996 — 1999
Business, Finance
Invesco Ltd. July 2013 - Present
Invesco Ltd. September 2004 - June 2013
Invesco Ltd. January 2003 - September 2004
Invesco Ltd. April 2001 - January 2003
Skills
Equities, Bloomberg, Buy-side, Asset Allocation, Mutual Funds, Alternative Investments, Portfolio Management, Asset Managment, Investments, Equity Valuation, Valuation, Financial Modeling, Investment Strategies, Performance Attribution, Investment Management
Education
University of Houston 2002 — 2005
MBA, Finance
Stephen F. Austin State University 1996 — 1999
Business, Finance
Darrell Anderson Darrell Anderson's Invesco Ltd. Experience March 2012 - Present
Job Manager, Fixed Income Investment Applications at Invesco Ltd.
Industry Information Technology and Services
Experience
Invesco Ltd. March 2012 - Present
Invesco Ltd. September 2011 - February 2012
Invesco Ltd. August 2010 - August 2011
Invesco Ltd. October 2009 - July 2010
Invesco US August 1999 - October 2009
Andersen Consulting (now Accenture) January 1996 - August 1999
Skills
Asset Managment, Fixed Income, Equities, Charles River IMS, BlackRock Aladdin, Project Management, Program Management, Execution Management..., FIX, Trading Systems, Capital Markets, SDLC, Asset Management, Equity Trading, Securities, Business Analysis, Electronic Trading, Risk Management, Derivatives, Bloomberg, Investments, Portfolio Management
Education
Texas A&M University 1991 — 1995
BS
Invesco Ltd. March 2012 - Present
Invesco Ltd. September 2011 - February 2012
Invesco Ltd. August 2010 - August 2011
Invesco Ltd. October 2009 - July 2010
Invesco US August 1999 - October 2009
Andersen Consulting (now Accenture) January 1996 - August 1999
Skills
Asset Managment, Fixed Income, Equities, Charles River IMS, BlackRock Aladdin, Project Management, Program Management, Execution Management..., FIX, Trading Systems, Capital Markets, SDLC, Asset Management, Equity Trading, Securities, Business Analysis, Electronic Trading, Risk Management, Derivatives, Bloomberg, Investments, Portfolio Management
Education
Texas A&M University 1991 — 1995
BS
Blake Cmajdalka Blake Cmajdalka's Invesco Ltd. Experience 1996 - 2010
Job Head of Global Performance & Analytics at Invesco
Industry Financial Services
Experience
Invesco 2008 - Present
Invesco Ltd. 1996 - 2010
Skills
Performance Attribution, Asset Managment, Equities, Mutual Funds, Alternative Investments
Education
Texas A&M University 1998 — 2002
BA, Finance & Accounting
Invesco 2008 - Present
Invesco Ltd. 1996 - 2010
Skills
Performance Attribution, Asset Managment, Equities, Mutual Funds, Alternative Investments
Education
Texas A&M University 1998 — 2002
BA, Finance & Accounting
Rick Anthony Rick Anthony's Invesco Ltd. Experience June 2010 - September 2011
Job President at Professional Planning Group
Industry Financial Services
Experience
Professional Planning Group August 2012 - Present
Invesco Ltd. June 2010 - September 2011
INVESCO/INVESCO AIM 2009 - March 2011
Invesco Aim 2007 - 2009
AIM Investments January 2000 - October 2007
AIM Investments January 2007 - 2007
Glenbrook Life 1998 - 1999
Education
State University of New York College at Geneseo 1985 — 1989
B.A., History
Oneonta High School 1985 — 1985
Mount Assumption Institute 1981 — 1985
Professional Planning Group August 2012 - Present
Invesco Ltd. June 2010 - September 2011
INVESCO/INVESCO AIM 2009 - March 2011
Invesco Aim 2007 - 2009
AIM Investments January 2000 - October 2007
AIM Investments January 2007 - 2007
Glenbrook Life 1998 - 1999
Education
State University of New York College at Geneseo 1985 — 1989
B.A., History
Oneonta High School 1985 — 1985
Mount Assumption Institute 1981 — 1985
Paul Laderer Paul Laderer's Invesco Ltd. Experience December 2004 - May 2007
Job Manager Private Advisory Services at Curian Capital
Industry Financial Services
Experience
Curian Capital November 2012 - Present
Curian Capital November 2008 - November 2012
Jackson National Life May 2007 - November 2008
Invesco Ltd. December 2004 - May 2007
American Skandia October 2002 - October 2004
Progressive Insurance June 1999 - October 2002
Skills
Series 7, Series 63, Series 6, Life Insurance, Certified Fund, Series 99, 401k, Finance, Investments, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Insurance, Securities, Wholesale, Separately Managed..., Asset Allocation, Wealth Management
Education
The Ohio State University - The Max M. Fisher College of Business 1994 — 1999
BS/BA, Marketing
Curian Capital November 2012 - Present
Curian Capital November 2008 - November 2012
Jackson National Life May 2007 - November 2008
Invesco Ltd. December 2004 - May 2007
American Skandia October 2002 - October 2004
Progressive Insurance June 1999 - October 2002
Skills
Series 7, Series 63, Series 6, Life Insurance, Certified Fund, Series 99, 401k, Finance, Investments, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Insurance, Securities, Wholesale, Separately Managed..., Asset Allocation, Wealth Management
Education
The Ohio State University - The Max M. Fisher College of Business 1994 — 1999
BS/BA, Marketing
Dawn Polen's Invesco Ltd. Experience May 2005 - Present
Job Senior Project Manager at Invesco
Industry Investment Management
Experience
Invesco Ltd. May 2005 - Present
INVESCO August 1998 - May 2005
Invesco Ltd. August 1995 - July 1998
Skills
Project Management, Business Analysis, Process Improvement, SDLC, Project Portfolio..., Risk Management, Vendor Management, Management, Software Project..., Requirements Gathering, Requirements Analysis, Business Process..., Business Process
Education
Sullivan University 1993 — 1996
Invesco Ltd. May 2005 - Present
INVESCO August 1998 - May 2005
Invesco Ltd. August 1995 - July 1998
Skills
Project Management, Business Analysis, Process Improvement, SDLC, Project Portfolio..., Risk Management, Vendor Management, Management, Software Project..., Requirements Gathering, Requirements Analysis, Business Process..., Business Process
Education
Sullivan University 1993 — 1996
Kevin Sessions Kevin Sessions's Invesco Ltd. Experience July 1999 - December 1999
Job President at TalentQuest
Industry Human Resources
Experience
TalentQuest August 2008 - Present
TalentQuest November 2005 - August 2008
TalentQuest October 2004 - November 2005
WebRoomz August 2002 - October 2004
The Computer Psychologist August 2000 - August 2002
nschool.com January 2000 - July 2000
Invesco Ltd. July 1999 - December 1999
Skills
Performance Management, Succession Planning, Talent Assessment, Coaching, Alignment, Assessment Centers, Human Capital Management, Talent Management, Leadership Development, Organizational..., Employee Engagement, HR Strategy, Executive Coaching, 360 Feedback, Talent Acquisition, HR Consulting, Organizational..., Talent Development, Mentoring, Psychometrics, Hiring, Sales Management, Business Development, Building Relationships, Negotiation, Business Strategy, Management Consulting, Training, SaaS, Benefits Administration, Recruiting, Team Building, Personnel Management, Human Resources, Strategy, Strategic Planning, Consulting, Management Development, Sales, Organizational Design, Onboarding, Career Development, Applicant Tracking..., Executive Development, CRM, Employee Relations, Change Management, HRIS, Employee Training, Performance Improvement
Education
The University of Georgia 1993 — 1997
Bachelor of Arts, Communications
The Westminster Schools 1987 — 1993
TalentQuest August 2008 - Present
TalentQuest November 2005 - August 2008
TalentQuest October 2004 - November 2005
WebRoomz August 2002 - October 2004
The Computer Psychologist August 2000 - August 2002
nschool.com January 2000 - July 2000
Invesco Ltd. July 1999 - December 1999
Skills
Performance Management, Succession Planning, Talent Assessment, Coaching, Alignment, Assessment Centers, Human Capital Management, Talent Management, Leadership Development, Organizational..., Employee Engagement, HR Strategy, Executive Coaching, 360 Feedback, Talent Acquisition, HR Consulting, Organizational..., Talent Development, Mentoring, Psychometrics, Hiring, Sales Management, Business Development, Building Relationships, Negotiation, Business Strategy, Management Consulting, Training, SaaS, Benefits Administration, Recruiting, Team Building, Personnel Management, Human Resources, Strategy, Strategic Planning, Consulting, Management Development, Sales, Organizational Design, Onboarding, Career Development, Applicant Tracking..., Executive Development, CRM, Employee Relations, Change Management, HRIS, Employee Training, Performance Improvement
Education
The University of Georgia 1993 — 1997
Bachelor of Arts, Communications
The Westminster Schools 1987 — 1993
Kataryna Puhacz's Invesco Ltd. Experience November 2008 - October 2012
Job Director, Marketing Planning & Analytics at Invesco
Industry Investment Management
Experience
Invesco October 2012 - Present
Invesco Ltd. November 2008 - October 2012
AIM Trimark January 2003 - October 2008
Skills
Marketing Operations, Management Consulting, Asset Management, Portfolio Management, Financial Services, Investment Management, Financial Modeling, Financial Analysis, Vendor Management, Business Analysis, Process Improvement, Risk Management, Strategy, Project Management, CRM
Education
The University of British Columbia 1992 — 1997
Chemistry
Invesco October 2012 - Present
Invesco Ltd. November 2008 - October 2012
AIM Trimark January 2003 - October 2008
Skills
Marketing Operations, Management Consulting, Asset Management, Portfolio Management, Financial Services, Investment Management, Financial Modeling, Financial Analysis, Vendor Management, Business Analysis, Process Improvement, Risk Management, Strategy, Project Management, CRM
Education
The University of British Columbia 1992 — 1997
Chemistry
Natalie Walla Natalie Walla's Invesco Ltd. Experience 2000 - Present
Job Manager at Invesco
Industry Financial Services
Experience
Invesco Ltd. 2000 - Present
AIM Investments Plc 1998 - 2000
AIM Investments Plc 1996 - 1998
Education
Texas Tech University 1989 — 1994
B.A., Mathematics
Invesco Ltd. 2000 - Present
AIM Investments Plc 1998 - 2000
AIM Investments Plc 1996 - 1998
Education
Texas Tech University 1989 — 1994
B.A., Mathematics
Brandon Coonse's Invesco Ltd. Experience February 1999 - February 2002
Job Head of Market Strategy & Analysis Group | Strategy | Client Insights | Analysis
Industry Financial Services
Experience
UBS Wealth Management February 2012 - Present
UBS Wealth Management March 2010 - February 2012
UBS Wealth Management February 2008 - February 2010
Booz & Company September 2006 - December 2007
Cisco Systems June 2005 - August 2005
Smith Barney February 2002 - August 2004
Invesco Ltd. February 1999 - February 2002
Skills
Financial Modeling, Valuation, Portfolio Management, Investments, Financial Analysis, Corporate Development, Business Strategy, Competitive Analysis, Analytics, Strategy, Management Consulting, Leadership, Business Development, Start-ups, Marketing Strategy
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Strategic Management
University of North Carolina at Chapel Hill
BA, Economics
UBS Wealth Management February 2012 - Present
UBS Wealth Management March 2010 - February 2012
UBS Wealth Management February 2008 - February 2010
Booz & Company September 2006 - December 2007
Cisco Systems June 2005 - August 2005
Smith Barney February 2002 - August 2004
Invesco Ltd. February 1999 - February 2002
Skills
Financial Modeling, Valuation, Portfolio Management, Investments, Financial Analysis, Corporate Development, Business Strategy, Competitive Analysis, Analytics, Strategy, Management Consulting, Leadership, Business Development, Start-ups, Marketing Strategy
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Strategic Management
University of North Carolina at Chapel Hill
BA, Economics
Tracy Dean's Invesco Ltd. Experience October 2011 - Present
Job Manager, Program Management Office at Invesco
Industry Financial Services
Experience
Invesco Ltd. October 2011 - Present
Invesco Ltd. August 2007 - September 2011
Invesco Ltd. July 2005 - August 2007
Invesco Ltd. August 2000 - July 2005
Invesco Ltd. October 1997 - August 2000
Skills
Management, Business Process, Risk Management, Strategic Planning, Process Improvement, Program Management, Portfolio Management, Visio, PMO, Project Management, Marketing, Business Analysis, SharePoint, Relationship Management, Requirements Analysis, Business Process..., Vendor Management, Investments, Mutual Funds, Software Project..., Analysis, Requirements Gathering
Education
Texas A&M University 1990 — 1994
Bachelor of Science, Mathematics & Psychology
Invesco Ltd. October 2011 - Present
Invesco Ltd. August 2007 - September 2011
Invesco Ltd. July 2005 - August 2007
Invesco Ltd. August 2000 - July 2005
Invesco Ltd. October 1997 - August 2000
Skills
Management, Business Process, Risk Management, Strategic Planning, Process Improvement, Program Management, Portfolio Management, Visio, PMO, Project Management, Marketing, Business Analysis, SharePoint, Relationship Management, Requirements Analysis, Business Process..., Vendor Management, Investments, Mutual Funds, Software Project..., Analysis, Requirements Gathering
Education
Texas A&M University 1990 — 1994
Bachelor of Science, Mathematics & Psychology
Jay Boyd's Invesco Ltd. Experience June 1998 - Present
Job Senior Director, Head of Invesco Fixed Income Applications
Industry Investment Management
Experience
Invesco, Ltd June 1998 - Present
Ernst & Young August 1994 - May 1998
US Government January 1992 - August 1994
Skills
Fixed Income, Money Market, Portfolio Management, FX, Derivatives, Equities, Bonds, Offshoring, Swaps, Credit Derivatives, Interest Rate..., Trading Systems, Investments, Management Consulting, Energy, Asset Management, Asset Managment, Financial Services, Financial Risk, Strategy, Investment Management, Middle Office, Asset Allocation, Hedge Funds, Mutual Funds, Alternative Investments, Bloomberg, Investment Strategies, Securities, Trading
Education
Center for Creative Leadership 2004 — 2004
Texas A&M University 1989 — 1994
BBA, Management Information Systems
Invesco, Ltd June 1998 - Present
Ernst & Young August 1994 - May 1998
US Government January 1992 - August 1994
Skills
Fixed Income, Money Market, Portfolio Management, FX, Derivatives, Equities, Bonds, Offshoring, Swaps, Credit Derivatives, Interest Rate..., Trading Systems, Investments, Management Consulting, Energy, Asset Management, Asset Managment, Financial Services, Financial Risk, Strategy, Investment Management, Middle Office, Asset Allocation, Hedge Funds, Mutual Funds, Alternative Investments, Bloomberg, Investment Strategies, Securities, Trading
Education
Center for Creative Leadership 2004 — 2004
Texas A&M University 1989 — 1994
BBA, Management Information Systems
Manisha Babul, CPA's Invesco Ltd. Experience April 2010 - August 2015
Job SEC Reporting and Accounting Policy at Teradata
Industry Accounting
Experience
Teradata August 2015 - Present
Invesco Ltd. April 2010 - August 2015
Deloitte & Touche LLP November 2004 - March 2010
United Central Bank December 2003 - October 2004
A Morani & Associates PC September 2002 - November 2003
Khandelwal Jain & Co. Chartered Accountants June 1998 - May 1999
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, Internal Audit, GAAP, General Ledger, Variance Analysis, Account Reconciliation, SEC filings, Corporate Finance, Sarbanes-Oxley, US GAAP, Financial Statements, Revenue Recognition, QuickBooks, Income Tax, Financial Reporting, Financial Accounting, External Audit, Peachtree, Financial Analysis, CPA, Consolidation, Financial Audits, Tax Preparation, Finance, Strategic Financial..., Journal Entries
Education
The University of Texas at Arlington 2000 — 2002
BBA, Accounting
FINRA
Series 99 Certified
Texas State Board of Public Accountancy
CPA
University of Pune
Teradata August 2015 - Present
Invesco Ltd. April 2010 - August 2015
Deloitte & Touche LLP November 2004 - March 2010
United Central Bank December 2003 - October 2004
A Morani & Associates PC September 2002 - November 2003
Khandelwal Jain & Co. Chartered Accountants June 1998 - May 1999
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, Internal Audit, GAAP, General Ledger, Variance Analysis, Account Reconciliation, SEC filings, Corporate Finance, Sarbanes-Oxley, US GAAP, Financial Statements, Revenue Recognition, QuickBooks, Income Tax, Financial Reporting, Financial Accounting, External Audit, Peachtree, Financial Analysis, CPA, Consolidation, Financial Audits, Tax Preparation, Finance, Strategic Financial..., Journal Entries
Education
The University of Texas at Arlington 2000 — 2002
BBA, Accounting
FINRA
Series 99 Certified
Texas State Board of Public Accountancy
CPA
University of Pune
Jim Galpin's Invesco Ltd. Experience May 2009 - Present
Job Projects Team Lead at Invesco Ltd.
Industry Information Services
Experience
Invesco Ltd. May 2009 - Present
Odyssey (Currently Tenemos) August 2008 - March 2009
JP Morgan Chase April 2007 - August 2008
Invesco Ltd. January 1998 - April 2007
Skills
Business Analysis, Business Process, Project Management, Integration, Analysis, Vendor Management, SQL, Management, SDLC, Process Improvement, Portfolio Management, Microsoft SQL Server, Team Leadership, Financial Services, Asset Management, Business Requirements, Requirements Analysis, SWIFT Messaging
Education
University of Houston 2007 — 2010
MBA
Texas A&M University 1993 — 1997
BA
Katy High School 1989 — 1993
Invesco Ltd. May 2009 - Present
Odyssey (Currently Tenemos) August 2008 - March 2009
JP Morgan Chase April 2007 - August 2008
Invesco Ltd. January 1998 - April 2007
Skills
Business Analysis, Business Process, Project Management, Integration, Analysis, Vendor Management, SQL, Management, SDLC, Process Improvement, Portfolio Management, Microsoft SQL Server, Team Leadership, Financial Services, Asset Management, Business Requirements, Requirements Analysis, SWIFT Messaging
Education
University of Houston 2007 — 2010
MBA
Texas A&M University 1993 — 1997
BA
Katy High School 1989 — 1993
Nate Dierking CFP®, CIMA®'s Invesco Ltd. Experience January 2012 - Present
Job Divisional Sales Director at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. January 2012 - Present
Invesco Ltd. June 2010 - December 2011
Van Kampen Investments March 2005 - May 2010
Van Kampen Investments January 2004 - March 2005
ABN AMRO 2003 - 2004
Education
The University of Chicago - Booth School of Business 2004 — 2008
MBA, Strategic Management, Managerial & Organizational Behavior, Accounting
University of Nebraska-Lincoln 1999 — 2003
BSBA, Finance
Invesco Ltd. January 2012 - Present
Invesco Ltd. June 2010 - December 2011
Van Kampen Investments March 2005 - May 2010
Van Kampen Investments January 2004 - March 2005
ABN AMRO 2003 - 2004
Education
The University of Chicago - Booth School of Business 2004 — 2008
MBA, Strategic Management, Managerial & Organizational Behavior, Accounting
University of Nebraska-Lincoln 1999 — 2003
BSBA, Finance
Christopher Harrod's Invesco Ltd. Experience February 2013 - Present
Job Finance Technologist
Industry Investment Management
Experience
Invesco Ltd. February 2013 - Present
Nomura 2008 - 2012
Lehman Brothers 2005 - 2008
Lehman Brothers 2004 - 2005
Summit Systems 2000 - 2004
Skills
Software Project..., Data Warehousing, Agile Methodologies, Equities, Unix, C++, C#, SQL, Business Analysis, Data Analysis
Education
University of Illinois at Urbana-Champaign 2009 — 2010
Graduate Certificates, Business Management for Engineers, Strategic Technology Management
The University of Texas at Austin 1996 — 2000
Bachelor of Science (BS), Computer Science
Invesco Ltd. February 2013 - Present
Nomura 2008 - 2012
Lehman Brothers 2005 - 2008
Lehman Brothers 2004 - 2005
Summit Systems 2000 - 2004
Skills
Software Project..., Data Warehousing, Agile Methodologies, Equities, Unix, C++, C#, SQL, Business Analysis, Data Analysis
Education
University of Illinois at Urbana-Champaign 2009 — 2010
Graduate Certificates, Business Management for Engineers, Strategic Technology Management
The University of Texas at Austin 1996 — 2000
Bachelor of Science (BS), Computer Science
Carolyn Gibbs, CFA's Invesco Ltd. Experience June 2010 - Present
Job Senior Strategist at Invesco
Industry Financial Services
Experience
Invesco June 2013 - Present
Invesco Ltd. June 2010 - Present
Invesco Ltd. January 2009 - June 2010
AIM Management Inc. March 2000 - January 2009
AIM Management, Inc. January 1995 - March 2000
AIM Management, Inc. October 1992 - January 1995
Northwest Airlines inc 1991 - 1992
Northwest Airlines inc 1991 - 1992
Northwest Airlines inc 1991 - 1992
Northwest Airlines inc 1991 - 1992
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Texas Christian University 1979 — 1983
BA, English / General Business minor
Invesco June 2013 - Present
Invesco Ltd. June 2010 - Present
Invesco Ltd. January 2009 - June 2010
AIM Management Inc. March 2000 - January 2009
AIM Management, Inc. January 1995 - March 2000
AIM Management, Inc. October 1992 - January 1995
Northwest Airlines inc 1991 - 1992
Northwest Airlines inc 1991 - 1992
Northwest Airlines inc 1991 - 1992
Northwest Airlines inc 1991 - 1992
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Texas Christian University 1979 — 1983
BA, English / General Business minor
Andrew Lill, CIMA®'s Invesco Ltd. Experience June 2010 - Present
Job Regional Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. June 2010 - Present
DWS Investments- Deutsche Asset Management 2005 - 2010
Schwab Institutional 2001 - 2004
Commerce Capital Markets, Inc. October 1996 - 2000
PHILADELPHIA INDUSTRIAL DEVELOPMENT CORP. September 1993 - October 1996
Skills
Mutual Funds, Investment Advisory, ETFs, Structured Products, Alternative Investments, Series 7, Series 63, Series65, Investments, Securities, Financial Advisory, Finance, Asset Allocation, Bonds, Wealth Management
Education
University of Pennsylvania - The Wharton School 2014 — 2014
CIMA®, Certified Investment Management Analyst®
Syracuse University - Martin J. Whitman School of Management 1986 — 1990
Bachelor of Science (B.S.), Finance
Invesco Ltd. June 2010 - Present
DWS Investments- Deutsche Asset Management 2005 - 2010
Schwab Institutional 2001 - 2004
Commerce Capital Markets, Inc. October 1996 - 2000
PHILADELPHIA INDUSTRIAL DEVELOPMENT CORP. September 1993 - October 1996
Skills
Mutual Funds, Investment Advisory, ETFs, Structured Products, Alternative Investments, Series 7, Series 63, Series65, Investments, Securities, Financial Advisory, Finance, Asset Allocation, Bonds, Wealth Management
Education
University of Pennsylvania - The Wharton School 2014 — 2014
CIMA®, Certified Investment Management Analyst®
Syracuse University - Martin J. Whitman School of Management 1986 — 1990
Bachelor of Science (B.S.), Finance
Mallory Carr's Invesco Ltd. Experience August 1995 - Present
Job National Account Manager at Invesco Aim
Industry Financial Services
Experience
Invesco Ltd. August 1995 - Present
Education
Texas Tech University 1988 — 1993
BA, Marketing & Management
Invesco Ltd. August 1995 - Present
Education
Texas Tech University 1988 — 1993
BA, Marketing & Management
Steve Simons, CIMA's Invesco Ltd. Experience October 2006 - December 2011
Job RIA Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard December 2011 - Present
Invesco Ltd. October 2006 - December 2011
MLIM - Mercury Advisors 2005 - 2006
Goldman Sachs Asset Management 2002 - 2004
Skills
Series 7, Separately Managed..., Investments, Mutual Funds, ETFs, Asset Allocation, Alternative Investments
Education
Western Kentucky University 1996 — 1998
Bachelor of Science (BSc), Business Administration
Tennessee Technological University 1993 — 1996
Vanguard December 2011 - Present
Invesco Ltd. October 2006 - December 2011
MLIM - Mercury Advisors 2005 - 2006
Goldman Sachs Asset Management 2002 - 2004
Skills
Series 7, Separately Managed..., Investments, Mutual Funds, ETFs, Asset Allocation, Alternative Investments
Education
Western Kentucky University 1996 — 1998
Bachelor of Science (BSc), Business Administration
Tennessee Technological University 1993 — 1996
Erik Olson, CPA, CFA's Invesco Ltd. Experience August 2004 - Present
Job Sr Manager Financial Planning & Analysis
Industry Financial Services
Experience
Invesco Ltd. August 2004 - Present
Reliant Energy January 2003 - July 2004
Reliant Energy May 2002 - December 2002
Reliant Energy May 2000 - April 2002
Education
Texas A&M University - Mays Business School 1997 — 1999
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1989 — 1992
BBA, Accounting
Invesco Ltd. August 2004 - Present
Reliant Energy January 2003 - July 2004
Reliant Energy May 2002 - December 2002
Reliant Energy May 2000 - April 2002
Education
Texas A&M University - Mays Business School 1997 — 1999
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1989 — 1992
BBA, Accounting
Bill Canny's Invesco Ltd. Experience June 1994 - Present
Job Officer
Industry Financial Services
Experience
Invesco Ltd. June 1994 - Present
Education
Texas State University 1988 — 1993
Invesco Ltd. June 1994 - Present
Education
Texas State University 1988 — 1993
Kellie Veazey, CFA's Invesco Ltd. Experience June 2004 - Present
Job Syndicate Trading at Invesco
Industry Investment Management
Experience
Invesco Ltd. June 2004 - Present
AIM Investments March 1999 - June 2004
AIM investments December 1995 - March 1999
Education
Texas Tech University 1987 — 1992
MBA, Finance
Invesco Ltd. June 2004 - Present
AIM Investments March 1999 - June 2004
AIM investments December 1995 - March 1999
Education
Texas Tech University 1987 — 1992
MBA, Finance
Kevin Holt's Invesco Ltd. Experience June 2010 - Present
Job Senior Portfolio Manager/Managing Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley 1999 - 2010
Education
The University of Chicago Booth School of Business 1993 — 1995
Invesco Ltd. June 2010 - Present
Morgan Stanley 1999 - 2010
Education
The University of Chicago Booth School of Business 1993 — 1995
Kevin Conroy's Invesco Ltd. Experience July 2015 - Present
Job Associate Portfolio Manager at Invesco Real Estate
Industry Commercial Real Estate
Experience
Invesco Ltd. July 2015 - Present
Invesco US January 2012 - July 2015
Invesco US January 2011 - December 2011
US Bank June 2007 - January 2011
Skills
Valuation, Real Estate, Fund Analysis, Investment Selection, Credit Analysis, Underwriting, Portfolio Management, Financial Modeling, Financial Analysis, Excel, Capital Markets, Mortgage Banking, Investments, Asset Management, Commercial Real Estate
Education
Texas A&M University - Mays Business School 2004 — 2007
BBA, Finance
Invesco Ltd. July 2015 - Present
Invesco US January 2012 - July 2015
Invesco US January 2011 - December 2011
US Bank June 2007 - January 2011
Skills
Valuation, Real Estate, Fund Analysis, Investment Selection, Credit Analysis, Underwriting, Portfolio Management, Financial Modeling, Financial Analysis, Excel, Capital Markets, Mortgage Banking, Investments, Asset Management, Commercial Real Estate
Education
Texas A&M University - Mays Business School 2004 — 2007
BBA, Finance
Michelle Walla's Invesco Ltd. Experience May 2000 - February 2004
Job Senior Treasury Analyst at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard July 2014 - February 2015
Hewlett-Packard July 2013 - June 2014
Wells Fargo Private Bank June 2012 - August 2012
JPMorgan Chase November 2008 - July 2011
JPMorgan Chase May 2007 - October 2008
JPMorgan Chase May 2005 - March 2007
JPMorgan Chase February 2004 - May 2005
Invesco Ltd. May 2000 - February 2004
Skills
Series 7, Asset Allocation, Personal Finance, Financial Statement..., Credit Analysis, Market Analysis, Research, Series 63, CRM, Wealth Management, Financial Analysis, Financial Modeling, MS Excel Pivot Tables, Valuation, Leadership, Banking, Spanish, Problem Solving, Team Building, Series 66, Texas Health and Life..., Strategic Financial..., Corporate Finance, Investments, Equities, Finance, Fixed Income, Strategy, Financial Services, Mutual Funds, Analysis, Credit, Financial Advisory, Business Planning, Trading, Bonds, Bloomberg, Asset Management, Capital Markets
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance and Accounting
The University of Texas at Austin
B.A., Economics
Hewlett-Packard July 2014 - February 2015
Hewlett-Packard July 2013 - June 2014
Wells Fargo Private Bank June 2012 - August 2012
JPMorgan Chase November 2008 - July 2011
JPMorgan Chase May 2007 - October 2008
JPMorgan Chase May 2005 - March 2007
JPMorgan Chase February 2004 - May 2005
Invesco Ltd. May 2000 - February 2004
Skills
Series 7, Asset Allocation, Personal Finance, Financial Statement..., Credit Analysis, Market Analysis, Research, Series 63, CRM, Wealth Management, Financial Analysis, Financial Modeling, MS Excel Pivot Tables, Valuation, Leadership, Banking, Spanish, Problem Solving, Team Building, Series 66, Texas Health and Life..., Strategic Financial..., Corporate Finance, Investments, Equities, Finance, Fixed Income, Strategy, Financial Services, Mutual Funds, Analysis, Credit, Financial Advisory, Business Planning, Trading, Bonds, Bloomberg, Asset Management, Capital Markets
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance and Accounting
The University of Texas at Austin
B.A., Economics
Shelby Hutto-Stegent's Invesco Ltd. Experience June 2010 - June 2013
Job Sales Strategy Manager at Invesco
Industry Financial Services
Experience
Invesco June 2013 - November 2014
Invesco Ltd. June 2010 - June 2013
Invesco Aim October 2004 - June 2010
AIM Investments March 2002 - October 2004
AIM Investments May 2000 - March 2002
Skills
Mutual Funds, Investments, Asset Managment, ETFs, Marketing, Risk Management, Business Development, Portfolio Management, Management, Financial Services, Series 7, Asset Management, Asset Allocation, Separately Managed..., Series 63, Wealth Management, Investment Strategies, Alternative Investments, Relationship Management, Investment Management
Education
Texas State University 1996 — 2000
Invesco June 2013 - November 2014
Invesco Ltd. June 2010 - June 2013
Invesco Aim October 2004 - June 2010
AIM Investments March 2002 - October 2004
AIM Investments May 2000 - March 2002
Skills
Mutual Funds, Investments, Asset Managment, ETFs, Marketing, Risk Management, Business Development, Portfolio Management, Management, Financial Services, Series 7, Asset Management, Asset Allocation, Separately Managed..., Series 63, Wealth Management, Investment Strategies, Alternative Investments, Relationship Management, Investment Management
Education
Texas State University 1996 — 2000
Debi Kiemsteadt's Invesco Ltd. Experience 1992 - 2012
Job Officer at Invesco
Industry Financial Services
Experience
AIM Investments OfficerInvesco AIM2006 - Present
Invesco Ltd. 1992 - 2012
Invesco Ltd. 2003 - 2010
AIM 1990 - 2007
AIM 1990 - 2007
Education
Texas State University 1988 — 1992
BBA, Marketing
AIM Investments OfficerInvesco AIM2006 - Present
Invesco Ltd. 1992 - 2012
Invesco Ltd. 2003 - 2010
AIM 1990 - 2007
AIM 1990 - 2007
Education
Texas State University 1988 — 1992
BBA, Marketing
Troy Avina's Invesco Ltd. Experience 2000 - 2011
Job CMA Supervisor at AIM Investments
Industry Financial Services
Experience
AIM Investments SupervisorInvesco Aim2007 - Present
Invesco Ltd. 2000 - 2011
Education
Texas A&M University 1993 — 1998
AIM Investments SupervisorInvesco Aim2007 - Present
Invesco Ltd. 2000 - 2011
Education
Texas A&M University 1993 — 1998
Crissie Wisdom's Invesco Ltd. Experience August 1996 - Present
Job AML Compliance Officer and Fraud Prevention Manager
Industry Financial Services
Experience
Invesco Ltd. August 1996 - Present
Skills
Risk Management, AML, Mutual Funds, Financial Risk, Series 6, Process Improvement, FINRA, Series 26, Certified Anti-Money..., Privacy Issues, USA PATRIOT Act, Certified Fraud Examiner
Education
Texas Tech University 1987 — 1991
BA
Invesco Ltd. August 1996 - Present
Skills
Risk Management, AML, Mutual Funds, Financial Risk, Series 6, Process Improvement, FINRA, Series 26, Certified Anti-Money..., Privacy Issues, USA PATRIOT Act, Certified Fraud Examiner
Education
Texas Tech University 1987 — 1991
BA
Janet Luby, CFA's Invesco Ltd. Experience September 2011 - Present
Job Portfolio Manager and Senior Equity Analyst at Invesco
Industry Financial Services
Experience
Invesco Ltd. September 2011 - Present
Amegy Bank, N.A. June 2010 - September 2011
Legacy Asset Management August 2009 - August 2010
Van Kampen Investments July 1995 - December 2007
Invesco Aim June 1992 - June 1995
Invesco Aim July 1987 - June 1992
Education
Texas A&M University
B.B.A., Finance
Invesco Ltd. September 2011 - Present
Amegy Bank, N.A. June 2010 - September 2011
Legacy Asset Management August 2009 - August 2010
Van Kampen Investments July 1995 - December 2007
Invesco Aim June 1992 - June 1995
Invesco Aim July 1987 - June 1992
Education
Texas A&M University
B.B.A., Finance
Gail Edmiston, RID, LEED AP ID+C's Invesco Ltd. Experience October 1995 - November 2012
Job ★ Facilities Design and Construction Manager ★
Industry Facilities Services
Experience
KBR, Inc. February 2014 - Present
Invesco Ltd. October 1995 - November 2012
AIM Investments 1995 - 2005
Mitchell Energy and Development Corporation 1990 - 1995
Pacific Crest Mills 1988 - 1990
Contract Floor Covering Inc. 1987 - 1988
The Methodist Hospital 1986 - 1987
Sonat, Inc. 1981 - 1986
Skills
Project Management, Facilities Management, Construction Management, Contract Negotiation, Space-planning, Contract Management, Project Planning, Strategic Planning, Asset Managment, Budgets, LEED, Furniture, Project Coordination, Move Management, MS Project, Program Management, Interior Design, Change Management, Microsoft Excel, PowerPoint, Vendor Management, Management, Operations Management, Risk Management, Asset Management, Customer Service, Space planning, Process Improvement, Leadership, LEED AP, Training, Business Analysis, Team Leadership, Corporate Real Estate, Interior Architecture, Submittals, Procurement, Construction, Process Scheduler, Negotiation, Proposal Writing, Sustainability, Leases, Commercial Real Estate, Property Management, Team Building, Architectures, Location Intelligence, Design Research, Energy
Education
Texas State University-San Marcos 1978 — 1980
Bachelor of Science (B.S.), Interior Design
University of Houston 1975 — 1978
Bellaire High School
Bellaire High School
Bellaire High School
KBR, Inc. February 2014 - Present
Invesco Ltd. October 1995 - November 2012
AIM Investments 1995 - 2005
Mitchell Energy and Development Corporation 1990 - 1995
Pacific Crest Mills 1988 - 1990
Contract Floor Covering Inc. 1987 - 1988
The Methodist Hospital 1986 - 1987
Sonat, Inc. 1981 - 1986
Skills
Project Management, Facilities Management, Construction Management, Contract Negotiation, Space-planning, Contract Management, Project Planning, Strategic Planning, Asset Managment, Budgets, LEED, Furniture, Project Coordination, Move Management, MS Project, Program Management, Interior Design, Change Management, Microsoft Excel, PowerPoint, Vendor Management, Management, Operations Management, Risk Management, Asset Management, Customer Service, Space planning, Process Improvement, Leadership, LEED AP, Training, Business Analysis, Team Leadership, Corporate Real Estate, Interior Architecture, Submittals, Procurement, Construction, Process Scheduler, Negotiation, Proposal Writing, Sustainability, Leases, Commercial Real Estate, Property Management, Team Building, Architectures, Location Intelligence, Design Research, Energy
Education
Texas State University-San Marcos 1978 — 1980
Bachelor of Science (B.S.), Interior Design
University of Houston 1975 — 1978
Bellaire High School
Bellaire High School
Bellaire High School
Lorna Sorley's Invesco Ltd. Experience January 1995 - Present
Job Manager, Data Management at INVESCO
Industry Financial Services
Experience
Invesco Ltd. January 1995 - Present
INVESCO (AIM Investments) 2000 - 2006
Northern Trust Bank of Texas October 1988 - March 1994
American Capital Management 1970 - 1988
Skills
Finance, Risk Management, Mutual Funds, Data Management, Investments, Asset Management, Business Analysis, Vendor Management, SDLC, Financial Services, Data Warehousing
Education
University of Houston 1974 — 1978
MBA, Finance
Sweet Briar College 1964 — 1968
BA, History
Invesco Ltd. January 1995 - Present
INVESCO (AIM Investments) 2000 - 2006
Northern Trust Bank of Texas October 1988 - March 1994
American Capital Management 1970 - 1988
Skills
Finance, Risk Management, Mutual Funds, Data Management, Investments, Asset Management, Business Analysis, Vendor Management, SDLC, Financial Services, Data Warehousing
Education
University of Houston 1974 — 1978
MBA, Finance
Sweet Briar College 1964 — 1968
BA, History
Tara Bueno, AAMS's Invesco Ltd. Experience May 1998 - September 2006
Job American Beacon Regional Vice President
Industry Financial Services
Experience
American Beacon Advisors March 2012 - Present
Stephens Investment Management Group September 2006 - December 2011
Invesco Ltd. May 1998 - September 2006
Skills
Asset Managment
Education
University of Houston, C.T. Bauer College of Business 2000 — 2003
MBA, Finance
Texas A&M University 1993 — 1997
BBA, Marketing
American Beacon Advisors March 2012 - Present
Stephens Investment Management Group September 2006 - December 2011
Invesco Ltd. May 1998 - September 2006
Skills
Asset Managment
Education
University of Houston, C.T. Bauer College of Business 2000 — 2003
MBA, Finance
Texas A&M University 1993 — 1997
BBA, Marketing
Spencer Scott's Invesco Ltd. Experience April 2015 - Present
Job Manager, FP&A at Invesco
Industry Financial Services
Experience
Invesco Ltd. April 2015 - Present
Invesco Ltd. August 2005 - April 2015
Chase Paymentech May 2001 - July 2005
Skills
Finance, Financial Analysis, Leadership, Vendor Management, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Valuation, Financial Services, Forecasting, Risk Management
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2002
MBA, Finance/Investments
Vanderbilt University 1992 — 1996
BA, Economics
Invesco Ltd. April 2015 - Present
Invesco Ltd. August 2005 - April 2015
Chase Paymentech May 2001 - July 2005
Skills
Finance, Financial Analysis, Leadership, Vendor Management, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Valuation, Financial Services, Forecasting, Risk Management
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2002
MBA, Finance/Investments
Vanderbilt University 1992 — 1996
BA, Economics
Gabe Birdsall's Invesco Ltd. Experience 1995 - February 2008
Job portfolio manager at Brasada Capital Management
Industry Financial Services
Experience
Brasada Capital Management May 2008 - Present
Invesco Ltd. 1995 - February 2008
Skills
Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Mutual Funds, Equity Research, Investments, Bloomberg, Investment Management, Valuation, ETFs, Equities, Derivatives, Investment Strategies, Capital Markets, Investment Advisory, Trading, Performance Attribution, Electronic Trading, Value Investing, Retirement Planning, Trading Systems, Series 6, Mergers, Venture Capital, Series 65, Stock Picking, Risk Management, Equity Valuation, Series 7, Fixed Income, Securities, Equity Trading, Options, Bloomberg Terminal, Financial Modeling, Investment Banking, Hedging, Technical Analysis, Stock Trading, Stocks, Asset Allocation
Education
Stephen F. Austin State University
Bachelor's degree, Finance, General
University of St. Thomas (TX)
Master of Business Administration (MBA), Finance and International Business
Brasada Capital Management May 2008 - Present
Invesco Ltd. 1995 - February 2008
Skills
Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Mutual Funds, Equity Research, Investments, Bloomberg, Investment Management, Valuation, ETFs, Equities, Derivatives, Investment Strategies, Capital Markets, Investment Advisory, Trading, Performance Attribution, Electronic Trading, Value Investing, Retirement Planning, Trading Systems, Series 6, Mergers, Venture Capital, Series 65, Stock Picking, Risk Management, Equity Valuation, Series 7, Fixed Income, Securities, Equity Trading, Options, Bloomberg Terminal, Financial Modeling, Investment Banking, Hedging, Technical Analysis, Stock Trading, Stocks, Asset Allocation
Education
Stephen F. Austin State University
Bachelor's degree, Finance, General
University of St. Thomas (TX)
Master of Business Administration (MBA), Finance and International Business
Jahnathan Braquet's Invesco Ltd. Experience 2008 - Present
Job Senior Developer / SWIFT Admin at Invesco Ltd.
Industry Information Technology and Services
Experience
Invesco Ltd. 2008 - Present
RSA Corp March 2007 - December 2008
Halliburton 2006 - 2007
NASA Johnson Space Center 2004 - 2006
Skills
Visual Basic, SQL, .NET, C#, VB.NET, WCF, AJAX, Microsoft SQL Server, Oracle, Visual Studio, Databases, Integration, Unix, Database Administration, Windows, XML, WPF, XAML, BizTalk, Swift Alliance, Atmel AVR, Arduino, Disaster Recovery, Web Services, Design Patterns
Education
Texas A&M University 1999 — 2004
B.S. C.E., Computer Engineering (Elec Eng Spec)
Invesco Ltd. 2008 - Present
RSA Corp March 2007 - December 2008
Halliburton 2006 - 2007
NASA Johnson Space Center 2004 - 2006
Skills
Visual Basic, SQL, .NET, C#, VB.NET, WCF, AJAX, Microsoft SQL Server, Oracle, Visual Studio, Databases, Integration, Unix, Database Administration, Windows, XML, WPF, XAML, BizTalk, Swift Alliance, Atmel AVR, Arduino, Disaster Recovery, Web Services, Design Patterns
Education
Texas A&M University 1999 — 2004
B.S. C.E., Computer Engineering (Elec Eng Spec)
J.D'mitri Pinkney, MSMIS's Invesco Ltd. Experience June 2012 - October 2012
Job Technology Analyst at Accenture
Industry Information Technology and Services
Experience
Accenture May 2014 - Present
NASA - National Aeronautics and Space Administration August 2012 - April 2014
Invesco Ltd. June 2012 - October 2012
Robert Half Technology August 2011 - June 2012
Texas Southern University June 2011 - September 2011
Jani King January 2010 - April 2011
Cricket Communications June 2009 - January 2010
Cricket Communications January 2009 - June 2009
AT&T Wireless November 2008 - January 2009
AT&T Wireless August 2008 - November 2008
Skills
Visio, Access, Leadership, SharePoint, Microsoft Excel, Customer Service, PowerPoint, Team Leadership, Microsoft Word, Team Building, SAP, Windows, Business Analysis, Data Analysis, Outlook, SQL, SDLC, Unix, HTML, Adobe Creative Suite, Web Development, VPN, Windows XP, Windows Vista, GIS systems, Application Lifecycle..., Commodity Risk...
Education
Texas Southern University 2011 — 2013
Master of Science, Management Information Systems, 3.58 (Completed)
University of Louisiana at Lafayette 2003 — 2008
Business Adminstration, Marketing
Accenture May 2014 - Present
NASA - National Aeronautics and Space Administration August 2012 - April 2014
Invesco Ltd. June 2012 - October 2012
Robert Half Technology August 2011 - June 2012
Texas Southern University June 2011 - September 2011
Jani King January 2010 - April 2011
Cricket Communications June 2009 - January 2010
Cricket Communications January 2009 - June 2009
AT&T Wireless November 2008 - January 2009
AT&T Wireless August 2008 - November 2008
Skills
Visio, Access, Leadership, SharePoint, Microsoft Excel, Customer Service, PowerPoint, Team Leadership, Microsoft Word, Team Building, SAP, Windows, Business Analysis, Data Analysis, Outlook, SQL, SDLC, Unix, HTML, Adobe Creative Suite, Web Development, VPN, Windows XP, Windows Vista, GIS systems, Application Lifecycle..., Commodity Risk...
Education
Texas Southern University 2011 — 2013
Master of Science, Management Information Systems, 3.58 (Completed)
University of Louisiana at Lafayette 2003 — 2008
Business Adminstration, Marketing
Kenneth Hinojosa's Invesco Ltd. Experience May 2010 - May 2014
Job State Farm Agent
Industry Insurance
Experience
State Farm June 2014 - Present
Invesco Ltd. May 2010 - May 2014
Invesco Ltd. November 2006 - May 2010
Skills
Mutual Funds, Series 63, Series 6, Series 7, Investments, Financial Services, Alternative Investments, Retirement Planning, Asset Management, Retirement
Education
Texas State University 1994 — 1999
BBA, Finance
Deer park
La Porte High School
State Farm June 2014 - Present
Invesco Ltd. May 2010 - May 2014
Invesco Ltd. November 2006 - May 2010
Skills
Mutual Funds, Series 63, Series 6, Series 7, Investments, Financial Services, Alternative Investments, Retirement Planning, Asset Management, Retirement
Education
Texas State University 1994 — 1999
BBA, Finance
Deer park
La Porte High School
Justin Kelly, CISSP's Invesco Ltd. Experience March 2015 - Present
Job Director of Internal Audit at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. March 2015 - Present
Invesco Ltd. April 2009 - February 2015
KPMG January 2005 - April 2009
Education
Texas A&M University - Mays Business School 2003 — 2004
MS, Finance
Texas A&M University - Mays Business School 1998 — 2002
BBA, Information & Operations Management
Invesco Ltd. March 2015 - Present
Invesco Ltd. April 2009 - February 2015
KPMG January 2005 - April 2009
Education
Texas A&M University - Mays Business School 2003 — 2004
MS, Finance
Texas A&M University - Mays Business School 1998 — 2002
BBA, Information & Operations Management
Fred DeSerio's Invesco Ltd. Experience September 2002 - January 2015
Job Nikko Asset Management, Senior Managing Director, Head of Sales and CoHead of Business, The Americas
Industry Investment Management
Experience
Nikko Asset Management January 2015 - Present
Invesco Ltd. September 2002 - January 2015
Segal Rogerscasey January 1996 - September 2002
American International Group February 1995 - July 1996
Morgan Stanley June 1992 - February 1995
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Fixed Income, Institutional, Asset Allocation, Institutional Sales, Asset Management, Equities, Mutual Funds, Investment Advisory, Financial Services, Investment Management, Investments, Series 7, Investment Strategies, Private Equity
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Bachelor of Arts, Finance
Nikko Asset Management January 2015 - Present
Invesco Ltd. September 2002 - January 2015
Segal Rogerscasey January 1996 - September 2002
American International Group February 1995 - July 1996
Morgan Stanley June 1992 - February 1995
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Fixed Income, Institutional, Asset Allocation, Institutional Sales, Asset Management, Equities, Mutual Funds, Investment Advisory, Financial Services, Investment Management, Investments, Series 7, Investment Strategies, Private Equity
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Bachelor of Arts, Finance
Robert Trotter's Invesco Ltd. Experience January 1997 - February 2007
Job Technology VP at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors March 2007 - Present
Invesco Ltd. January 1997 - February 2007
Skills
Electronic Trading, Strategic Planning, Fixed Income, IT Management, Management, Relationship Management, Business Process, Capital Markets, Investment Management, Requirements Analysis, Mutual Funds, Trading, Back Office, Project Planning, Asset Managment, Project Management, Team Management, Risk Management, Emerging Markets, Bonds, Investments, Alternative Investments, Derivatives, Process Improvement, IT Operations, Visio, Mergers, SharePoint, Equity Trading, Financial Services, Portfolio Management, Business Process..., Disaster Recovery, Market Data, Equities, Securities, Hedge Funds, Bloomberg, Vendor Management, Business Continuity..., Business Intelligence, Financial Markets, Business Continuity, Requirements Gathering, IT Strategy, Trading Systems, FX Options, Business Analysis, Wealth Management
Education
Southwest Texas State University 1988 — 1989
Master of Business Administration (MBA)
Southwest Texas State University 1978 — 1980
Bachelor of Business Administration (BBA), Marketing and Management
Dimensional Fund Advisors March 2007 - Present
Invesco Ltd. January 1997 - February 2007
Skills
Electronic Trading, Strategic Planning, Fixed Income, IT Management, Management, Relationship Management, Business Process, Capital Markets, Investment Management, Requirements Analysis, Mutual Funds, Trading, Back Office, Project Planning, Asset Managment, Project Management, Team Management, Risk Management, Emerging Markets, Bonds, Investments, Alternative Investments, Derivatives, Process Improvement, IT Operations, Visio, Mergers, SharePoint, Equity Trading, Financial Services, Portfolio Management, Business Process..., Disaster Recovery, Market Data, Equities, Securities, Hedge Funds, Bloomberg, Vendor Management, Business Continuity..., Business Intelligence, Financial Markets, Business Continuity, Requirements Gathering, IT Strategy, Trading Systems, FX Options, Business Analysis, Wealth Management
Education
Southwest Texas State University 1988 — 1989
Master of Business Administration (MBA)
Southwest Texas State University 1978 — 1980
Bachelor of Business Administration (BBA), Marketing and Management
Margaret Beavans's Invesco Ltd. Experience May 2008 - Present
Job Due Diligence Manager at Invesco Ltd.
Industry Real Estate
Experience
Invesco Ltd. May 2008 - Present
Milestone Management May 2005 - May 2008
Munsch Hardt Kopf & Harr, P.C. June 2000 - May 2005
Strasburger & Price LLP 1997 - 2000
Skills
Corporate Law, Real Estate Transactions, Due Diligence, Real Estate, Real Estate Development
Education
Tennessee Temple University 1979 — 1983
BS, education
Invesco Ltd. May 2008 - Present
Milestone Management May 2005 - May 2008
Munsch Hardt Kopf & Harr, P.C. June 2000 - May 2005
Strasburger & Price LLP 1997 - 2000
Skills
Corporate Law, Real Estate Transactions, Due Diligence, Real Estate, Real Estate Development
Education
Tennessee Temple University 1979 — 1983
BS, education
Kirk Anderson's Invesco Ltd. Experience March 1994 - February 2008
Job Investment Consultant
Industry Investment Management
Experience
NJA Investment Consulting LLC January 2013 - Present
Shoreford Partners LLC December 2012 - Present
Highland Capital Management, L.P. June 2011 - December 2012
Carlson Capital, L.P. May 2008 - November 2010
Invesco Ltd. March 1994 - February 2008
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Equity Research, Bloomberg, Asset Allocation, Industry Analysis, Buy-side, Mutual Funds, Excel, Asset Management, Relative Value, Alternative Investments, Fixed Income, Asset Managment, High Yield, Competitive Analysis, Wealth Management, Microsoft Excel, Bonds, Investment Management, Equity Valuation
Education
University of Houston, C.T. Bauer College of Business 1998 — 2001
MS, Finance
Texas A&M University 1987 — 1992
BA, Political Science
NJA Investment Consulting LLC January 2013 - Present
Shoreford Partners LLC December 2012 - Present
Highland Capital Management, L.P. June 2011 - December 2012
Carlson Capital, L.P. May 2008 - November 2010
Invesco Ltd. March 1994 - February 2008
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Equity Research, Bloomberg, Asset Allocation, Industry Analysis, Buy-side, Mutual Funds, Excel, Asset Management, Relative Value, Alternative Investments, Fixed Income, Asset Managment, High Yield, Competitive Analysis, Wealth Management, Microsoft Excel, Bonds, Investment Management, Equity Valuation
Education
University of Houston, C.T. Bauer College of Business 1998 — 2001
MS, Finance
Texas A&M University 1987 — 1992
BA, Political Science
Joe Serio's Invesco Ltd. Experience June 1993 - July 2005
Job Project Director at Bank of America
Industry Investment Banking
Experience
Bank of America December 2013 - Present
Bank of America May 2005 - Present
Merrill Lynch July 2005 - December 2008
Invesco Ltd. June 1993 - July 2005
INVESCO Retirement 1997 - 2005
AMVESCAP Retirement, Inc. 2002 - 2004
MetLife August 1979 - June 1996
Outward Bound Adventures 1980 - 1984
Skills
SQL, Statistics, Unix, IDMS, Project Management, Business Analysis, Software Documentation, Process Improvement, Project Planning, Financial Services, Six Sigma, SDLC, Leadership, Team Building, Disaster Recovery, Risk Management, Business Process..., Strategy, Requirements Analysis, Visio, MS Project, Analysis, Vendor Management, Business Intelligence, Requirements Gathering, Management, PMO, IT Strategy, CRM, Outsourcing
Education
State University of New York College at Plattsburgh 1970 — 1974
bs, marketing
outward bound
Bank of America December 2013 - Present
Bank of America May 2005 - Present
Merrill Lynch July 2005 - December 2008
Invesco Ltd. June 1993 - July 2005
INVESCO Retirement 1997 - 2005
AMVESCAP Retirement, Inc. 2002 - 2004
MetLife August 1979 - June 1996
Outward Bound Adventures 1980 - 1984
Skills
SQL, Statistics, Unix, IDMS, Project Management, Business Analysis, Software Documentation, Process Improvement, Project Planning, Financial Services, Six Sigma, SDLC, Leadership, Team Building, Disaster Recovery, Risk Management, Business Process..., Strategy, Requirements Analysis, Visio, MS Project, Analysis, Vendor Management, Business Intelligence, Requirements Gathering, Management, PMO, IT Strategy, CRM, Outsourcing
Education
State University of New York College at Plattsburgh 1970 — 1974
bs, marketing
outward bound
Lauren Hooks's Invesco Ltd. Experience August 2002 - November 2012
Job Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. August 2002 - November 2012
Georgia Retirement Systems 2001 - 2002
Education
University of Georgia - Terry College of Business 1997 — 2001
The Lovett School
The University of Georgia
Invesco Ltd. August 2002 - November 2012
Georgia Retirement Systems 2001 - 2002
Education
University of Georgia - Terry College of Business 1997 — 2001
The Lovett School
The University of Georgia
Justina Richards, CTP's Invesco Ltd. Experience August 2008 - Present
Job Treasury Manager, N.A. Treasury at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. August 2008 - Present
Morgan Stanley March 2006 - August 2008
Wells Fargo, formerly known as Wachovia November 1999 - August 2006
Skills
Treasury, Cash Management, Payments, Liquidity Management, Relationship Management, Analysis, Finance, Banking, Cash Positioning, Treasury Management, Cash Forecasting, Banking Services, Cash Flow Forecasting, Financial Analysis, Financial Services, Accounting, Investments
Education
State University of New York College at Plattsburgh 1991 — 1995
Business
Invesco Ltd. August 2008 - Present
Morgan Stanley March 2006 - August 2008
Wells Fargo, formerly known as Wachovia November 1999 - August 2006
Skills
Treasury, Cash Management, Payments, Liquidity Management, Relationship Management, Analysis, Finance, Banking, Cash Positioning, Treasury Management, Cash Forecasting, Banking Services, Cash Flow Forecasting, Financial Analysis, Financial Services, Accounting, Investments
Education
State University of New York College at Plattsburgh 1991 — 1995
Business
John Antonangeli's Invesco Ltd. Experience 2009 - 2013
Job Senior Manager Application Development, CIBC
Industry Information Technology and Services
Experience
CIBC January 2014 - Present
Invesco Ltd. 2009 - 2013
Liberty Mutual Insurance Company 2006 - 2009
Skills
Vendor Management, Business Analysis, Process Improvement, Requirements Gathering
Education
Suffolk University - Sawyer Business School 1998 — 2001
Masters, Business Administration
University of Massachusetts, Amherst 1988 — 1992
Bachelors, Political Science, Economics
CIBC January 2014 - Present
Invesco Ltd. 2009 - 2013
Liberty Mutual Insurance Company 2006 - 2009
Skills
Vendor Management, Business Analysis, Process Improvement, Requirements Gathering
Education
Suffolk University - Sawyer Business School 1998 — 2001
Masters, Business Administration
University of Massachusetts, Amherst 1988 — 1992
Bachelors, Political Science, Economics
Krystal Grier's Invesco Ltd. Experience August 2007 - June 2014
Job Manager at Caesars Entertainment Corporation
Industry Hospitality
Experience
Caesars Entertainment Corporation June 2014 - Present
Invesco Ltd. August 2007 - June 2014
The Home Depot January 2005 - March 2007
Skills
SEC filings, Sarbanes-Oxley Act, US GAAP, Internal Controls, GAAP, Financial Analysis, Accounting, Financial Reporting, CPA, Account Reconciliation, Financial Accounting
Education
The University of Georgia 2000 — 2004
BBA, Accounting
Caesars Entertainment Corporation June 2014 - Present
Invesco Ltd. August 2007 - June 2014
The Home Depot January 2005 - March 2007
Skills
SEC filings, Sarbanes-Oxley Act, US GAAP, Internal Controls, GAAP, Financial Analysis, Accounting, Financial Reporting, CPA, Account Reconciliation, Financial Accounting
Education
The University of Georgia 2000 — 2004
BBA, Accounting
Donaldson Harper's Invesco Ltd. Experience March 2007 - March 2012
Job A hard working individual.
Industry Financial Services
Experience
Scottrade October 2014 - Present
Visionary Asset Management September 2013 - October 2014
Visionary Asset Management September 2013 - October 2014
Premier America Credit Union / LPL September 2012 - April 2013
Chase March 2012 - September 2012
Invesco Ltd. March 2007 - March 2012
Invesco Ltd. May 2006 - March 2007
Invesco Ltd. September 2004 - May 2006
Invesco Ltd. October 2003 - September 2004
Allstate Insurance Co September 2001 - October 2003
Skills
Investments, Leadership, Asset Management, Finance, Financial Analysis, Financial Services, Mutual Funds, Retirement, Securities, Series 63, Series 7, Series 6, Portfolio Management
Education
Texas Southern University 1994 — 1999
BS, Mathematics
Scottrade October 2014 - Present
Visionary Asset Management September 2013 - October 2014
Visionary Asset Management September 2013 - October 2014
Premier America Credit Union / LPL September 2012 - April 2013
Chase March 2012 - September 2012
Invesco Ltd. March 2007 - March 2012
Invesco Ltd. May 2006 - March 2007
Invesco Ltd. September 2004 - May 2006
Invesco Ltd. October 2003 - September 2004
Allstate Insurance Co September 2001 - October 2003
Skills
Investments, Leadership, Asset Management, Finance, Financial Analysis, Financial Services, Mutual Funds, Retirement, Securities, Series 63, Series 7, Series 6, Portfolio Management
Education
Texas Southern University 1994 — 1999
BS, Mathematics
John Marklund, PMP's Invesco Ltd. Experience November 2002 - November 2007
Job Independent IT Consultant
Industry Information Technology and Services
Experience
EOG Resources February 2010 - Present
Self Employed November 2001 - Present
Ventyx June 2009 - February 2010
The Structure Group November 2007 - June 2009
Invesco Ltd. November 2002 - November 2007
Woodlands Technology April 2001 - October 2002
Baker Hughes August 2000 - May 2001
Compaq May 1997 - July 2000
Skills
Requirements Analysis, C#, Software Project..., .NET, Oracle, Microsoft SQL Server, Agile Methodologies, Web Services, XML, Business Analysis, WCF, SQL, MVVM, Prism, WPF, TFS, VB.NET, SSRS, Integration, SDLC, Databases, Business Intelligence, Project Management, Software Development
Education
Texas A&M University 1993 — 1998
BS, Computer Engineering
EOG Resources February 2010 - Present
Self Employed November 2001 - Present
Ventyx June 2009 - February 2010
The Structure Group November 2007 - June 2009
Invesco Ltd. November 2002 - November 2007
Woodlands Technology April 2001 - October 2002
Baker Hughes August 2000 - May 2001
Compaq May 1997 - July 2000
Skills
Requirements Analysis, C#, Software Project..., .NET, Oracle, Microsoft SQL Server, Agile Methodologies, Web Services, XML, Business Analysis, WCF, SQL, MVVM, Prism, WPF, TFS, VB.NET, SSRS, Integration, SDLC, Databases, Business Intelligence, Project Management, Software Development
Education
Texas A&M University 1993 — 1998
BS, Computer Engineering
Edna Chen's Invesco Ltd. Experience August 2011 - December 2014
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Invesco Ltd. August 2011 - December 2014
UBS Wealth Management June 2008 - December 2009
Smith Barney August 2006 - June 2008
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Finance
Morgan Stanley January 2015 - Present
Invesco Ltd. August 2011 - December 2014
UBS Wealth Management June 2008 - December 2009
Smith Barney August 2006 - June 2008
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Finance
Jesse Frazier's Invesco Ltd. Experience 2009 - 2013
Job Chief Compliance Officer, Invesco Investment Advisers, LLC at Invesco
Industry Investment Management
Experience
Invesco March 2013 - Present
Invesco Ltd. 2009 - 2013
Invesco US 2007 - 2009
Invesco US 2006 - 2007
Invesco US 2003 - 2006
Invesco US 2000 - 2003
Invesco US 1998 - 2000
Van Kampen Funds 1997 - 1998
Van Kampen Funds 1996 - 1997
Oppenheimer & Co. Inc. 1996 - 1996
Skills
Securities Regulation, Mutual Funds, Asset Managment, Series 24, Management, UCITS, AML, FINRA, Alternative Investments, Series 7, Securities, Charles River IMS, Hedge Funds, Series 63, Investment Management, ETFs, Asset Management
Education
University of Houston-Victoria 2005 — 2007
MBA, School of Business
Stephen F. Austin State University 1991 — 1996
Bachelor of Arts
Invesco March 2013 - Present
Invesco Ltd. 2009 - 2013
Invesco US 2007 - 2009
Invesco US 2006 - 2007
Invesco US 2003 - 2006
Invesco US 2000 - 2003
Invesco US 1998 - 2000
Van Kampen Funds 1997 - 1998
Van Kampen Funds 1996 - 1997
Oppenheimer & Co. Inc. 1996 - 1996
Skills
Securities Regulation, Mutual Funds, Asset Managment, Series 24, Management, UCITS, AML, FINRA, Alternative Investments, Series 7, Securities, Charles River IMS, Hedge Funds, Series 63, Investment Management, ETFs, Asset Management
Education
University of Houston-Victoria 2005 — 2007
MBA, School of Business
Stephen F. Austin State University 1991 — 1996
Bachelor of Arts
Marie Jordon's Invesco Ltd. Experience March 2009 - Present
Job
Industry Financial Services
Experience
Invesco Ltd. March 2009 - Present
Skills
Asset Managment, Series 7, Mutual Funds, Series 63, Bloomberg, Series 6, Investment Strategies, Asset Management, FINRA, Investment Management, Separately Managed..., Equities, Financial Services
Education
Texas A&M University 1994 — 1998
BBA
Invesco Ltd. March 2009 - Present
Skills
Asset Managment, Series 7, Mutual Funds, Series 63, Bloomberg, Series 6, Investment Strategies, Asset Management, FINRA, Investment Management, Separately Managed..., Equities, Financial Services
Education
Texas A&M University 1994 — 1998
BBA
Emily Myre's Invesco Ltd. Experience May 2012 - Present
Job Internal Sales Consultant at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. May 2012 - Present
TD Tom Davies May 2011 - May 2012
Nordstrom October 2009 - May 2011
American Folklore Theatre 2007 - 2009
Skills
CRM, Customer Service, Sales, Microsoft Office, Sales Management, Email Marketing
Education
Taylor University 2005 — 2009
Bachelors, Communication Studies integrated with Theatre Arts
Invesco Ltd. May 2012 - Present
TD Tom Davies May 2011 - May 2012
Nordstrom October 2009 - May 2011
American Folklore Theatre 2007 - 2009
Skills
CRM, Customer Service, Sales, Microsoft Office, Sales Management, Email Marketing
Education
Taylor University 2005 — 2009
Bachelors, Communication Studies integrated with Theatre Arts
Linda Felchak's Invesco Ltd. Experience Senior Project ManagerInvesco Ltd.September 2013 - Present
Job Manager, Portfolio Operations at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. Senior Project ManagerInvesco Ltd.September 2013 - Present
Skills
Asset Management, Equities, Fixed Income, OTC Derivatives
Education
Texas A&M University - Mays Business School 1977 — 1980
BBA, Finance
Invesco Ltd. Senior Project ManagerInvesco Ltd.September 2013 - Present
Skills
Asset Management, Equities, Fixed Income, OTC Derivatives
Education
Texas A&M University - Mays Business School 1977 — 1980
BBA, Finance
Steve Turman's Invesco Ltd. Experience
Job Sr Portfolio Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd.
Skills
Mutual Funds, Asset Allocation, Separately Managed..., Alternative Investments, Fixed Income, Municipal Bonds, Portfolio Management, Bloomberg, Buy-side, Investment Management, Asset Managment, Investments, Wealth Management, Risk Management, Investment Strategies, Bonds, High Yield, Asset Management, Credit Analysis, Securities, High Yield Bonds
Education
The University of Texas at Arlington
Tyler Junior College
Invesco Ltd.
Skills
Mutual Funds, Asset Allocation, Separately Managed..., Alternative Investments, Fixed Income, Municipal Bonds, Portfolio Management, Bloomberg, Buy-side, Investment Management, Asset Managment, Investments, Wealth Management, Risk Management, Investment Strategies, Bonds, High Yield, Asset Management, Credit Analysis, Securities, High Yield Bonds
Education
The University of Texas at Arlington
Tyler Junior College
Sarina Freedland's Invesco Ltd. Experience July 2001 - October 2002
Job Senior Investment Officer, Catalyst Corporate FCU
Industry Financial Services
Experience
Catalyst Corporate FCU September 2011 - Present
Georgia Corporate Federal Credit Union February 2004 - September 2011
Invesco Ltd. July 2001 - October 2002
Invesco Ltd. May 1996 - July 2001
Education
The University of Georgia 1976 — 1979
ABJ, Journalism
Catalyst Corporate FCU September 2011 - Present
Georgia Corporate Federal Credit Union February 2004 - September 2011
Invesco Ltd. July 2001 - October 2002
Invesco Ltd. May 1996 - July 2001
Education
The University of Georgia 1976 — 1979
ABJ, Journalism
Tiffany Duane's Invesco Ltd. Experience May 2010 - July 2011
Job CEO at Duane Household
Industry Real Estate
Experience
Duane Household July 2014 - Present
Invesco October 2012 - July 2014
Duane Household January 2012 - October 2012
Invesco Real Estate June 2007 - December 2011
Invesco Ltd. May 2010 - July 2011
Invesco Real Estate February 2005 - June 2007
KPMG September 2002 - January 2005
Skills
Financial Reporting, Financial Analysis, Accounting, Commercial Real Estate, Performance Measurement, Auditing, Financial Audits, Microsoft Office, Real Estate, Internal Controls, Budgets
Education
Texas A&M University 2001 — 2002
Masters of Science, Accounting
Texas A&M University 1997 — 2001
Bachelor of Business Administration (B.B.A.)
Duane Household July 2014 - Present
Invesco October 2012 - July 2014
Duane Household January 2012 - October 2012
Invesco Real Estate June 2007 - December 2011
Invesco Ltd. May 2010 - July 2011
Invesco Real Estate February 2005 - June 2007
KPMG September 2002 - January 2005
Skills
Financial Reporting, Financial Analysis, Accounting, Commercial Real Estate, Performance Measurement, Auditing, Financial Audits, Microsoft Office, Real Estate, Internal Controls, Budgets
Education
Texas A&M University 2001 — 2002
Masters of Science, Accounting
Texas A&M University 1997 — 2001
Bachelor of Business Administration (B.B.A.)
Kyle Lang's Invesco Ltd. Experience April 2011 - April 2012
Job Manager Fiscal Operations at Suddenlink Communications
Industry Telecommunications
Experience
Suddenlink Communications January 2014 - Present
Suddenlink Communications May 2012 - January 2014
Invesco Ltd. April 2011 - April 2012
Johnson & Johnson December 2010 - April 2011
Lockheed Martin April 2008 - December 2010
Texas Tech University System May 2007 - February 2008
US Army January 2000 - January 2004
Skills
Human Resources, Internal Audit, Finance, Budgets, Investments, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Reporting, Access Database, Visual Basic, SAP, Sarbanes-Oxley, SOX Compliancy, Compliance
Education
Texas Tech University - Rawls College of Business 2004 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Cathedral High School
Suddenlink Communications January 2014 - Present
Suddenlink Communications May 2012 - January 2014
Invesco Ltd. April 2011 - April 2012
Johnson & Johnson December 2010 - April 2011
Lockheed Martin April 2008 - December 2010
Texas Tech University System May 2007 - February 2008
US Army January 2000 - January 2004
Skills
Human Resources, Internal Audit, Finance, Budgets, Investments, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Reporting, Access Database, Visual Basic, SAP, Sarbanes-Oxley, SOX Compliancy, Compliance
Education
Texas Tech University - Rawls College of Business 2004 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Cathedral High School
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group