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
Marc Little Marc Little's Invesco Ltd. Experience 2003 - 2015
Job Experienced DC and Variable Insurance Investment Only Account Executive
Industry Investment Management
Experience
Invesco Ltd. 2003 - 2015
Skills
Investment Only (IO), Separate Accounts, Separately Managed..., Subadvised, FINRA, '40 Act Mutual Fund, Variable Insurance Trust, Collective Trust, Relationship Management, Business Relationship..., Building New Business, Wrap Accounts, High Net Worth..., Variable Annuities, Variable Life, 529 Plans, Defined Contribution, Defined Benefit, COLI / BOLI, Asset Management, Asset Allocation, Investments
Education
The University of Texas at Austin
Invesco Ltd. 2003 - 2015
Skills
Investment Only (IO), Separate Accounts, Separately Managed..., Subadvised, FINRA, '40 Act Mutual Fund, Variable Insurance Trust, Collective Trust, Relationship Management, Business Relationship..., Building New Business, Wrap Accounts, High Net Worth..., Variable Annuities, Variable Life, 529 Plans, Defined Contribution, Defined Benefit, COLI / BOLI, Asset Management, Asset Allocation, Investments
Education
The University of Texas at Austin
Valerie Brennan Valerie Brennan's Invesco Ltd. Experience December 2011 - June 2013
Job Seeking parttime opportunity
Industry Financial Services
Experience
Invesco June 2013 - June 2014
Invesco Ltd. December 2011 - June 2013
Cobb Retirement Solutions December 2010 - November 2011
Invesco Ltd. April 2010 - November 2010
AIM Investments March 1994 - June 2006
Skills
Project Management, Relationship Management, Marketing Communications, Product Marketing, Business Development, Mutual Funds, Financial Services, Contract Negotiation, Sales Contracts, Databases, Retirement Planning, Customer Service, Brand Awareness, Sales Process, Proposal Writing, Editing, RFP, Institutional...
Education
The University of Texas at Austin 1990 — 1994
BBA, Marketing
Stratford High School 1986 — 1990
Invesco June 2013 - June 2014
Invesco Ltd. December 2011 - June 2013
Cobb Retirement Solutions December 2010 - November 2011
Invesco Ltd. April 2010 - November 2010
AIM Investments March 1994 - June 2006
Skills
Project Management, Relationship Management, Marketing Communications, Product Marketing, Business Development, Mutual Funds, Financial Services, Contract Negotiation, Sales Contracts, Databases, Retirement Planning, Customer Service, Brand Awareness, Sales Process, Proposal Writing, Editing, RFP, Institutional...
Education
The University of Texas at Austin 1990 — 1994
BBA, Marketing
Stratford High School 1986 — 1990
Steve Reyes Steve Reyes's Invesco Ltd. Experience July 2014 - Present
Job Global Information Delivery Services Analyst at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. July 2014 - Present
AIG January 2013 - July 2014
Invesco Ltd. January 1999 - January 2013
Morgan Stanley/Van Kampen Investments September 2005 - May 2010
Morgan Stanley/Van Kampen Investments January 1999 - 2010
Skills
Software Documentation, Management, SDLC, Analysis, Testing, Training, Requirements Gathering, Team Building, Business Requirements, Performance Management, Call Centers, Forecasting, Strategic Planning, Business Strategy, Insurance, Time Management, Coaching, Policy, Business Analysis, Requirements Analysis, Vendor Management, Business Process..., Process Improvement, Business Intelligence, Project Management
Education
The University of Texas at San Antonio 1996 — 1998
Bachelor's degree, Business Administration and Management, General
University of Texas at San Antonio 1996 — 1998
Bachelor's degree, Business & Administration
Invesco Ltd. July 2014 - Present
AIG January 2013 - July 2014
Invesco Ltd. January 1999 - January 2013
Morgan Stanley/Van Kampen Investments September 2005 - May 2010
Morgan Stanley/Van Kampen Investments January 1999 - 2010
Skills
Software Documentation, Management, SDLC, Analysis, Testing, Training, Requirements Gathering, Team Building, Business Requirements, Performance Management, Call Centers, Forecasting, Strategic Planning, Business Strategy, Insurance, Time Management, Coaching, Policy, Business Analysis, Requirements Analysis, Vendor Management, Business Process..., Process Improvement, Business Intelligence, Project Management
Education
The University of Texas at San Antonio 1996 — 1998
Bachelor's degree, Business Administration and Management, General
University of Texas at San Antonio 1996 — 1998
Bachelor's degree, Business & Administration
Tom Wald, CFA Tom Wald, CFA's Invesco Ltd. Experience January 1997 - October 2004
Job Chief Investment Officer at Transamerica Individual Savings & Retirement
Industry Investment Management
Experience
Transamerica Individual Savings & Retirement February 2014 - Present
Curian Capital August 2012 - February 2014
Tactical Allocation Group, LLC April 2010 - August 2011
Munder Capital Management January 2005 - October 2008
Invesco Ltd. January 1997 - October 2004
Munder Capital Management November 1994 - December 1996
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Tulane University 1979 — 1983
BA, Political Science
Transamerica Individual Savings & Retirement February 2014 - Present
Curian Capital August 2012 - February 2014
Tactical Allocation Group, LLC April 2010 - August 2011
Munder Capital Management January 2005 - October 2008
Invesco Ltd. January 1997 - October 2004
Munder Capital Management November 1994 - December 1996
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Tulane University 1979 — 1983
BA, Political Science
Andrea Dean Andrea Dean's Invesco Ltd. Experience September 2000 - July 2002
Job Interactive Managing Director
Industry Internet
Experience
Miles (formerly Weaver Multimedia) 2011 - 2014
Weaver Multimedia Group April 2007 - 2011
Sullivan Restaurant Group 2004 - 2007
Invesco Ltd. September 2000 - July 2002
Skills
Web Services, Web Design, Analytics, Digital Media, Web Analytics, Management, Scrum, Leadership, Content Strategy, CSS, Email Marketing, Analysis, SEM, SEO, Online Advertising, Online Marketing, User Experience, Social Media Marketing
Education
University of Colorado Boulder 1991 — 1995
Bachelor, Mathematics, Philosophy
Miles (formerly Weaver Multimedia) 2011 - 2014
Weaver Multimedia Group April 2007 - 2011
Sullivan Restaurant Group 2004 - 2007
Invesco Ltd. September 2000 - July 2002
Skills
Web Services, Web Design, Analytics, Digital Media, Web Analytics, Management, Scrum, Leadership, Content Strategy, CSS, Email Marketing, Analysis, SEM, SEO, Online Advertising, Online Marketing, User Experience, Social Media Marketing
Education
University of Colorado Boulder 1991 — 1995
Bachelor, Mathematics, Philosophy
Hau Pham Hau Pham's Invesco Ltd. Experience October 1999 - Present
Job Business Analyst/Project Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. October 1999 - Present
Skills
Business Analysis, Fixed Income, Equities, Portfolio Management, Requirements Gathering, Business Requirements, Trading Systems, Mutual Funds, SDLC, Project Management, Requirements Analysis, User Acceptance Testing, SQL, Crystal Reports, Embarcadero, Money Market, Trade Compliance, Legal Compliance, Charles River IMS, FX trading
Education
University of Houston 1996 — 1999
Bachelor of Business Administration (BBA), Management Information Systems, General
Invesco Ltd. October 1999 - Present
Skills
Business Analysis, Fixed Income, Equities, Portfolio Management, Requirements Gathering, Business Requirements, Trading Systems, Mutual Funds, SDLC, Project Management, Requirements Analysis, User Acceptance Testing, SQL, Crystal Reports, Embarcadero, Money Market, Trade Compliance, Legal Compliance, Charles River IMS, FX trading
Education
University of Houston 1996 — 1999
Bachelor of Business Administration (BBA), Management Information Systems, General
Derek Elko Derek Elko's Invesco Ltd. Experience June 2014 - August 2014
Job Student at The University of Texas at Austin
Industry
Experience
Invesco Ltd. June 2014 - August 2014
The University of Texas at Austin Peer Led Undergraduate Studying January 2013 - May 2013
Lockton Companies June 2012 - August 2012
Improve It! Consulting & Training May 2010 - August 2011
Skills
Microsoft Excel, Research, Bloomberg, Analysis, Statistics, Matlab, Leadership, Java, Management, Data Analysis, Teamwork, Quantitative Finance, Numerical Analysis, Statistical Data..., SAS
Education
The University of Texas at Austin 2010 — 2015
Studying Applied Mathematics, Minor Research Topic: Psychology, Environment, and Financial Decisions, 3.92/4.00
Invesco Ltd. June 2014 - August 2014
The University of Texas at Austin Peer Led Undergraduate Studying January 2013 - May 2013
Lockton Companies June 2012 - August 2012
Improve It! Consulting & Training May 2010 - August 2011
Skills
Microsoft Excel, Research, Bloomberg, Analysis, Statistics, Matlab, Leadership, Java, Management, Data Analysis, Teamwork, Quantitative Finance, Numerical Analysis, Statistical Data..., SAS
Education
The University of Texas at Austin 2010 — 2015
Studying Applied Mathematics, Minor Research Topic: Psychology, Environment, and Financial Decisions, 3.92/4.00
Derek Hummel Derek Hummel's Invesco Ltd. Experience 1997 - 2000
Job Regional Vice President Retirement Savings / 401(k)
Industry Financial Services
Experience
AXA - Retirement Services Group / 401(k) November 2013 - Present
ADP Retirement Services August 2007 - November 2013
John Hancock Retirement Plan Services 2003 - 2007
John Hancock Retirement Plan Services 2003 - 2007
Mercer Investment Consulting 2000 - 2003
Invesco Ltd. 1997 - 2000
Skills
Retirement Planning, Investments, 401k, Asset Allocation, Employee Benefits, Pensions, Sales, Mutual Funds, Marketing, Business Development, Cold Calling, Retirement, Series 63, Series 7
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
AXA - Retirement Services Group / 401(k) November 2013 - Present
ADP Retirement Services August 2007 - November 2013
John Hancock Retirement Plan Services 2003 - 2007
John Hancock Retirement Plan Services 2003 - 2007
Mercer Investment Consulting 2000 - 2003
Invesco Ltd. 1997 - 2000
Skills
Retirement Planning, Investments, 401k, Asset Allocation, Employee Benefits, Pensions, Sales, Mutual Funds, Marketing, Business Development, Cold Calling, Retirement, Series 63, Series 7
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Phil Ciulla Phil Ciulla's Invesco Ltd. Experience 2000 - Present
Job VP, Senior National Account Manager at Invesco
Industry Investment Management
Experience
AIM Investments February 2000 - Present
Invesco Ltd. 2000 - Present
Van Kampen Investments January 1994 - February 2000
Education
University of Houston Law Center 1993 — 1995
Law
University of Houston 1987 — 1991
AIM Investments February 2000 - Present
Invesco Ltd. 2000 - Present
Van Kampen Investments January 1994 - February 2000
Education
University of Houston Law Center 1993 — 1995
Law
University of Houston 1987 — 1991
Buerkie Klokpah Buerkie Klokpah's Invesco Ltd. Experience February 2010 - August 2011
Job Senior Internal Auditor at NCI Building Systems, Inc.
Industry Accounting
Experience
NCI Building Systems, Inc. April 2015 - Present
NCI Building Systems March 2014 - April 2015
NCI Building Systems August 2011 - March 2014
Invesco Ltd. February 2010 - August 2011
Stewart Financial Services June 2008 - January 2010
University of Houston Hilton Hotel September 2007 - May 2008
Skills
Financial Reporting, Accounting, Accounts Payable, Accounts Receivable, IFRS, Motivated self-starter, Multi Tasking, Corporate Social..., Social Skills, Corporate Finance, Team Leadership, Organizational..., Non-profit Volunteer, Church Events, Child Advocacy, Budgets, Financial Variance..., Account Reconciliation, Records Management, Bank Reconciliation
Education
University of Houston, C.T. Bauer College of Business 2006 — 2009
BBA, Accountancy & Taxation
Division of Business - Xavier University of Louisiana - New Orleans 2005 — 2006
NCI Building Systems, Inc. April 2015 - Present
NCI Building Systems March 2014 - April 2015
NCI Building Systems August 2011 - March 2014
Invesco Ltd. February 2010 - August 2011
Stewart Financial Services June 2008 - January 2010
University of Houston Hilton Hotel September 2007 - May 2008
Skills
Financial Reporting, Accounting, Accounts Payable, Accounts Receivable, IFRS, Motivated self-starter, Multi Tasking, Corporate Social..., Social Skills, Corporate Finance, Team Leadership, Organizational..., Non-profit Volunteer, Church Events, Child Advocacy, Budgets, Financial Variance..., Account Reconciliation, Records Management, Bank Reconciliation
Education
University of Houston, C.T. Bauer College of Business 2006 — 2009
BBA, Accountancy & Taxation
Division of Business - Xavier University of Louisiana - New Orleans 2005 — 2006
Daniel Blazei, CFA Daniel Blazei, CFA's Invesco Ltd. Experience 2010 - 2013
Job Assistant Vice President, Lloyds Bank
Industry Banking
Experience
Lloyds Bank Commercial Banking 2013 - Present
Invesco Ltd. 2010 - 2013
JPMorgan 2005 - 2010
Skills
Bloomberg, Financial Analysis, DCF, Financial Modeling, Portfolio Management, Valuation, Asset Managment, Investments, Investment Banking, Fixed Income, VBA, Corporate Finance, Commercial Banking, Loans
Education
University of Houston, C.T. Bauer College of Business
MBA, Finance
The University of Texas at Austin
BA, Economics
Lloyds Bank Commercial Banking 2013 - Present
Invesco Ltd. 2010 - 2013
JPMorgan 2005 - 2010
Skills
Bloomberg, Financial Analysis, DCF, Financial Modeling, Portfolio Management, Valuation, Asset Managment, Investments, Investment Banking, Fixed Income, VBA, Corporate Finance, Commercial Banking, Loans
Education
University of Houston, C.T. Bauer College of Business
MBA, Finance
The University of Texas at Austin
BA, Economics
Gerard Pollard Gerard Pollard's Invesco Ltd. Experience February 2007 - January 2012
Job Portfolio ManagerFixed Income at Patriot Wealth Management
Industry Investment Management
Experience
Patriot Wealth Management, Inc. March 2015 - Present
Invesco February 2012 - April 2014
Invesco Ltd. February 2007 - January 2012
Invesco Aim February 1998 - January 2007
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Investments, Bloomberg, Asset Managment, Municipal Bonds, Asset Management, Credit Analysis, ETFs, Equities, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Portfolio Management, Securities, Bonds
Education
University of Houston
B.B.A., Finance
University of St. Thomas (TX)
M.B.A., Finance
Patriot Wealth Management, Inc. March 2015 - Present
Invesco February 2012 - April 2014
Invesco Ltd. February 2007 - January 2012
Invesco Aim February 1998 - January 2007
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Investments, Bloomberg, Asset Managment, Municipal Bonds, Asset Management, Credit Analysis, ETFs, Equities, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Portfolio Management, Securities, Bonds
Education
University of Houston
B.B.A., Finance
University of St. Thomas (TX)
M.B.A., Finance
Paula Permenter Paula Permenter's Invesco Ltd. Experience July 1996 - April 2011
Job Public Finance Charter Schools
Industry Investment Banking
Experience
BB&T Capital Markets May 2013 - Present
Ziegler May 2011 - May 2013
Invesco Ltd. July 1996 - April 2011
Van Kampen American Capital 1988 - 1996
Skills
Series 7, Series 66, Series 79, High Yield Bonds, Fixed Income Analysis, Charter Schools, FINRA, Portfolio Management
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance, General
University of St. Thomas (TX)
Master of Business Administration (M.B.A.), Finance, General
BB&T Capital Markets May 2013 - Present
Ziegler May 2011 - May 2013
Invesco Ltd. July 1996 - April 2011
Van Kampen American Capital 1988 - 1996
Skills
Series 7, Series 66, Series 79, High Yield Bonds, Fixed Income Analysis, Charter Schools, FINRA, Portfolio Management
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance, General
University of St. Thomas (TX)
Master of Business Administration (M.B.A.), Finance, General
Khalid Adil Khalid Adil's Invesco Ltd. Experience July 2011 - August 2011
Job Unlocking technology for greater good.
Industry Information Technology and Services
Experience
Poetic Systems September 2014 - Present
ExxonMobil January 2013 - March 2014
Softway Solutions, Inc September 2011 - December 2012
Lone Star College July 2009 - December 2012
Anadarko Petroleum May 2012 - August 2012
Invesco Ltd. July 2011 - August 2011
North Law October 2010 - June 2011
Kids, Cows & More August 2010 - December 2010
University of Houston January 2009 - June 2009
Spring Independent School District June 2008 - August 2008
Skills
SharePoint, SQL, JavaScript, Testing, Microsoft Office, WordPress, Crystal Reports, HTML, Java, VBScript, Systems Analysis, Visio, C++, CSS, Drupal, Analysis, HTML/CSS, XML, Dreamweaver, Visual Basic, Photoshop, MySQL, PHP, Mockups, Informatica, Autosys, Windows 7, OS X, Databases, Programming, jQuery, Information Technology, Microsoft SQL Server, Visual Studio, Usability, User-centered Design, User Stories, User Interface, User Experience, phpMyAdmin, Illustrator, UI/UX, Adobe Illustrator, 3D Modeling, 3D Printing, Laser Cutting, Backbone.js, AJAX, Plasma Cutting, Arduino
Education
University of Houston 2008 — 2012
Bachelor's Degree, Management Information Systems, 3.5 GPA
Poetic Systems September 2014 - Present
ExxonMobil January 2013 - March 2014
Softway Solutions, Inc September 2011 - December 2012
Lone Star College July 2009 - December 2012
Anadarko Petroleum May 2012 - August 2012
Invesco Ltd. July 2011 - August 2011
North Law October 2010 - June 2011
Kids, Cows & More August 2010 - December 2010
University of Houston January 2009 - June 2009
Spring Independent School District June 2008 - August 2008
Skills
SharePoint, SQL, JavaScript, Testing, Microsoft Office, WordPress, Crystal Reports, HTML, Java, VBScript, Systems Analysis, Visio, C++, CSS, Drupal, Analysis, HTML/CSS, XML, Dreamweaver, Visual Basic, Photoshop, MySQL, PHP, Mockups, Informatica, Autosys, Windows 7, OS X, Databases, Programming, jQuery, Information Technology, Microsoft SQL Server, Visual Studio, Usability, User-centered Design, User Stories, User Interface, User Experience, phpMyAdmin, Illustrator, UI/UX, Adobe Illustrator, 3D Modeling, 3D Printing, Laser Cutting, Backbone.js, AJAX, Plasma Cutting, Arduino
Education
University of Houston 2008 — 2012
Bachelor's Degree, Management Information Systems, 3.5 GPA
David Fernandes David Fernandes's Invesco Ltd. Experience September 2011 - May 2012
Job Product and Strategy Manager at Air Liquide
Industry Chemicals
Experience
Air Liquide August 2014 - Present
Air Liquide July 2012 - July 2014
Invesco Ltd. September 2011 - May 2012
Skills
Financial Analysis, Banking, Mutual Funds, Market Research, Industrial Gases, Finance, Financial Modeling, Microsoft Excel, Project Management, System Administration, Inventory Management, Forecasting, Negotiation, Business Development, Financial Reporting, Accounting, Analysis, Corporate Finance, CRM, Sales
Education
University of Houston
BBA, Finance
Air Liquide August 2014 - Present
Air Liquide July 2012 - July 2014
Invesco Ltd. September 2011 - May 2012
Skills
Financial Analysis, Banking, Mutual Funds, Market Research, Industrial Gases, Finance, Financial Modeling, Microsoft Excel, Project Management, System Administration, Inventory Management, Forecasting, Negotiation, Business Development, Financial Reporting, Accounting, Analysis, Corporate Finance, CRM, Sales
Education
University of Houston
BBA, Finance
Hal Clark, CFA Hal Clark, CFA's Invesco Ltd. Experience May 2011 - Present
Job Senior Client Portfolio Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. May 2011 - Present
Invesco Ltd. October 2006 - April 2011
Invesco Ltd. October 2004 - September 2006
JPMorgan Chase & Co. February 2002 - October 2004
JPMorgan Chase & Co. August 1999 - January 2002
Skills
Investments, Investment Management, Institutional..., Equity Research, Market Research, Portfolio Management, Portfolio Performance..., Client Relations, Client Services, Client Development, Client Liaison, Client Presentation, Marketing Communications, Product Marketing, Sales Presentations, Group Presentations, Board Presentations
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
Master of Business Administration (MBA)
University of Pennsylvania 1987 — 1991
Bachelor of Arts (BA)
The Westminster Schools 1975 — 1987
High School
Invesco Ltd. May 2011 - Present
Invesco Ltd. October 2006 - April 2011
Invesco Ltd. October 2004 - September 2006
JPMorgan Chase & Co. February 2002 - October 2004
JPMorgan Chase & Co. August 1999 - January 2002
Skills
Investments, Investment Management, Institutional..., Equity Research, Market Research, Portfolio Management, Portfolio Performance..., Client Relations, Client Services, Client Development, Client Liaison, Client Presentation, Marketing Communications, Product Marketing, Sales Presentations, Group Presentations, Board Presentations
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
Master of Business Administration (MBA)
University of Pennsylvania 1987 — 1991
Bachelor of Arts (BA)
The Westminster Schools 1975 — 1987
High School
Melania McCarley Melania McCarley's Invesco Ltd. Experience March 1998 - May 2007
Job Senior Vice President, Chief Development Officer at Bison Financial Group
Industry Investment Management
Experience
Bison Financial Group August 2014 - Present
VALIC June 2013 - July 2014
American Beacon Advisors March 2010 - March 2013
King Investment Advisros, Inc. August 2007 - December 2008
Invesco Ltd. March 1998 - May 2007
Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Securities, Asset Managment, Investment Management, Equities, Fixed Income, Hedge Funds, Separately Managed..., FINRA, Series 6, 401k, Life & Health Insurance...
Education
University of St. Thomas (TX) 2005 — 2007
Graduate, Masters International Business
University of Houston 1993 — 1997
BS, Economics minor in Spanish
Bison Financial Group August 2014 - Present
VALIC June 2013 - July 2014
American Beacon Advisors March 2010 - March 2013
King Investment Advisros, Inc. August 2007 - December 2008
Invesco Ltd. March 1998 - May 2007
Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Securities, Asset Managment, Investment Management, Equities, Fixed Income, Hedge Funds, Separately Managed..., FINRA, Series 6, 401k, Life & Health Insurance...
Education
University of St. Thomas (TX) 2005 — 2007
Graduate, Masters International Business
University of Houston 1993 — 1997
BS, Economics minor in Spanish
Bill Hurt Bill Hurt's Invesco Ltd. Experience October 2005 - September 2011
Job Business Development Executive at FlexShares ETFs / Northern Trust
Industry Financial Services
Experience
Northern Trust Asset Management January 2015 - Present
Northern Trust Asset Management September 2011 - December 2014
Invesco Ltd. October 2005 - September 2011
DWS Investments April 2002 - October 2005
Skills
ETFs, ETF Due Diligence, Separately Managed..., Mutual Funds, Social Media
Education
University of Dayton 1997 — 2001
Northern Trust Asset Management January 2015 - Present
Northern Trust Asset Management September 2011 - December 2014
Invesco Ltd. October 2005 - September 2011
DWS Investments April 2002 - October 2005
Skills
ETFs, ETF Due Diligence, Separately Managed..., Mutual Funds, Social Media
Education
University of Dayton 1997 — 2001
Lictor Arredondo Lictor Arredondo's Invesco Ltd. Experience October 2010 - August 2015
Job Asst. Tax Manager at Invesco Ltd.
Industry Accounting
Experience
BDO USA, LLP September 2015 - Present
Invesco Ltd. October 2010 - August 2015
Hein & Associates July 2008 - October 2010
Gainer, Donnelly & Desroches February 2007 - July 2008
United States Air Force May 1997 - August 2004
Education
University of Houston, C.T. Bauer College of Business 2004 — 2007
B.B.A., Accounting
BDO USA, LLP September 2015 - Present
Invesco Ltd. October 2010 - August 2015
Hein & Associates July 2008 - October 2010
Gainer, Donnelly & Desroches February 2007 - July 2008
United States Air Force May 1997 - August 2004
Education
University of Houston, C.T. Bauer College of Business 2004 — 2007
B.B.A., Accounting
Stephanie Swaim Stephanie Swaim's Invesco Ltd. Experience December 2011 - November 2012
Job Faculty, Accounting at North Lake College
Industry Accounting
Experience
North Lake College June 2013 - Present
Ernst & Young November 2012 - June 2013
Invesco Ltd. December 2011 - November 2012
Ernst & Young LLP October 2010 - December 2011
Celanese January 2008 - July 2008
Celanese 2006 - 2008
Hunton & Williams LLP 2004 - 2006
Skills
Tax, Account Reconciliation, Auditing, SEC filings, GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Accounting, Financial Reporting, US GAAP, Financial Analysis, CPA, External Audit, Financial Statements, Variance Analysis
Education
University of Texas at Dallas - Naveen Jindal School of Management 2009 — 2010
MS, Accounting
The University of Texas at Dallas 2006 — 2009
BS, Accounting and Information Management
North Lake College June 2013 - Present
Ernst & Young November 2012 - June 2013
Invesco Ltd. December 2011 - November 2012
Ernst & Young LLP October 2010 - December 2011
Celanese January 2008 - July 2008
Celanese 2006 - 2008
Hunton & Williams LLP 2004 - 2006
Skills
Tax, Account Reconciliation, Auditing, SEC filings, GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Accounting, Financial Reporting, US GAAP, Financial Analysis, CPA, External Audit, Financial Statements, Variance Analysis
Education
University of Texas at Dallas - Naveen Jindal School of Management 2009 — 2010
MS, Accounting
The University of Texas at Dallas 2006 — 2009
BS, Accounting and Information Management
Greg Kallus Greg Kallus's Invesco Ltd. Experience
Job Senior Internal Retirement Consultant at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd.
Skills
Alternative Investments, Investments, Mutual Funds, Series 6, Series 63, Series 7, Financial Services
Education
The University of Texas at Austin 1995 — 1998
BA, Business, Political Science
Invesco Ltd.
Skills
Alternative Investments, Investments, Mutual Funds, Series 6, Series 63, Series 7, Financial Services
Education
The University of Texas at Austin 1995 — 1998
BA, Business, Political Science
Taylor Truong Taylor Truong's Invesco Ltd. Experience May 2007 - February 2012
Job Adv. BA/PM Transfer Agency
Industry Investment Management
Experience
Invesco March 2012 - Present
Invesco Ltd. May 2007 - February 2012
Meridium June 1999 - May 2007
Skills
Business Analysis, Software Project..., Integration, Process Improvement, Data Warehousing, Visio, Vendor Management, Risk Management, Crystal Reports, Business Process, Business Process..., Microsoft SQL Server, Oracle, BMC Remedy, Data Transformation, Business Objects, SDLC, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Software Implementation, Databases, IT Service Management, Information Technology, Testing, PL/SQL, SSIS, Data Analysis, T-SQL, Training, MS Project, Disaster Recovery, Analysis, Change Management
Education
University of Houston
Bachelor of Business Administration (BBA), Management Information Systems, General
Invesco March 2012 - Present
Invesco Ltd. May 2007 - February 2012
Meridium June 1999 - May 2007
Skills
Business Analysis, Software Project..., Integration, Process Improvement, Data Warehousing, Visio, Vendor Management, Risk Management, Crystal Reports, Business Process, Business Process..., Microsoft SQL Server, Oracle, BMC Remedy, Data Transformation, Business Objects, SDLC, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Software Implementation, Databases, IT Service Management, Information Technology, Testing, PL/SQL, SSIS, Data Analysis, T-SQL, Training, MS Project, Disaster Recovery, Analysis, Change Management
Education
University of Houston
Bachelor of Business Administration (BBA), Management Information Systems, General
Isabel Ng Isabel Ng's Invesco Ltd. Experience July 2007 - Present
Job Project Manager
Industry Financial Services
Experience
Invesco Ltd. July 2007 - Present
Morgan Stanley 2003 - 2007
Skills
Program Management, Business Analysis, Project Management, Software Project..., Vendor Management, Requirements Gathering, Risk Management, PMO, Continuous Improvement, Project Portfolio..., IT Strategy, Business Process..., Data Warehousing, PMP, Actimize Trade..., Charles River..., Substantial Shareholder..., Solutions Atlantic RRS, Software Implementation
Education
State University of New York at Buffalo 1998 — 2002
Bachelor of Arts, Communication
Invesco Ltd. July 2007 - Present
Morgan Stanley 2003 - 2007
Skills
Program Management, Business Analysis, Project Management, Software Project..., Vendor Management, Requirements Gathering, Risk Management, PMO, Continuous Improvement, Project Portfolio..., IT Strategy, Business Process..., Data Warehousing, PMP, Actimize Trade..., Charles River..., Substantial Shareholder..., Solutions Atlantic RRS, Software Implementation
Education
State University of New York at Buffalo 1998 — 2002
Bachelor of Arts, Communication
Suzanne Christensen Suzanne Christensen's Invesco Ltd. Experience March 2011 - Present
Job Head of Enterprise Risk, Financial Planning & Analysis at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. March 2011 - Present
Franklin Templeton Investments February 1989 - March 2011
Education
University of Florida
Invesco Ltd. March 2011 - Present
Franklin Templeton Investments February 1989 - March 2011
Education
University of Florida
Christie Smith Lister Christie Smith Lister's Invesco Ltd. Experience November 2008 - Present
Job HR Business Partner at Invesco
Industry Financial Services
Experience
Invesco Ltd. November 2008 - Present
Invesco Ltd. July 2006 - November 2008
Houston ISD January 2005 - July 2006
Reid Property Advisors 2002 - 2005
Skills
Recruiting, College Recruiting, Human Resources, Applicant Tracking..., Onboarding, Interviews, Sourcing, Employee Relations, Talent Acquisition, PeopleSoft
Education
The University of Texas at Austin 1998 — 2002
B.S., Advertising
Stratford High School 1994 — 1998
Diploma
Invesco Ltd. November 2008 - Present
Invesco Ltd. July 2006 - November 2008
Houston ISD January 2005 - July 2006
Reid Property Advisors 2002 - 2005
Skills
Recruiting, College Recruiting, Human Resources, Applicant Tracking..., Onboarding, Interviews, Sourcing, Employee Relations, Talent Acquisition, PeopleSoft
Education
The University of Texas at Austin 1998 — 2002
B.S., Advertising
Stratford High School 1994 — 1998
Diploma
Greg Jenkins, CFA Greg Jenkins, CFA's Invesco Ltd. Experience June 2010 - Present
Job Senior Director at Invesco Ltd. Chair, Invesco DC Institute
Industry Investment Management
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management 2007 - 2010
Van Kampen Investments 2007 - 2010
Charles Schwab December 2001 - April 2007
Financial Engines January 2000 - December 2001
Scudder Investments 1997 - 2000
Invesco Aim 1992 - 1997
INVESCO Funds Group 1992 - 1997
Skills
Asset Allocation, Alternative Investments, Investment Management, Investment Advisory, 401k, Investment Strategies, Asset Management, Investments, Relationship Management, Separately Managed..., Series 3, Series 30, Series 79
Education
University of Colorado Boulder 1987 — 1991
BA, Economics
The University of Texas at Dallas 1998 — 2001
MBA, Finance
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management 2007 - 2010
Van Kampen Investments 2007 - 2010
Charles Schwab December 2001 - April 2007
Financial Engines January 2000 - December 2001
Scudder Investments 1997 - 2000
Invesco Aim 1992 - 1997
INVESCO Funds Group 1992 - 1997
Skills
Asset Allocation, Alternative Investments, Investment Management, Investment Advisory, 401k, Investment Strategies, Asset Management, Investments, Relationship Management, Separately Managed..., Series 3, Series 30, Series 79
Education
University of Colorado Boulder 1987 — 1991
BA, Economics
The University of Texas at Dallas 1998 — 2001
MBA, Finance
Carmenza Arreaga Carmenza Arreaga's Invesco Ltd. Experience September 2009 - May 2010
Job Accounting Analyst at PMI Comercio Internacional
Industry Accounting
Experience
PMI Comercio Internacional January 2011 - Present
Invesco Ltd. September 2009 - May 2010
Calpine June 2009 - February 2010
KPMG February 2009 - May 2009
Skills
Accounting, General Ledger, Financial Reporting, Account Reconciliation, Internal Controls, US GAAP, Fixed Assets, Spanish, Energy, Sarbanes-Oxley Act, Financial Analysis, QuickBooks, Microsoft Excel, Tax, GAAP, Financial Modeling, CPA, Corporate Finance, SEC filings, Auditing, Financial Accounting, Finance, Internal Audit
Education
University of Houston, C.T. Bauer College of Business 2005 — 2010
Mastery of Accountancy, Accounting
University of Houston
PMI Comercio Internacional January 2011 - Present
Invesco Ltd. September 2009 - May 2010
Calpine June 2009 - February 2010
KPMG February 2009 - May 2009
Skills
Accounting, General Ledger, Financial Reporting, Account Reconciliation, Internal Controls, US GAAP, Fixed Assets, Spanish, Energy, Sarbanes-Oxley Act, Financial Analysis, QuickBooks, Microsoft Excel, Tax, GAAP, Financial Modeling, CPA, Corporate Finance, SEC filings, Auditing, Financial Accounting, Finance, Internal Audit
Education
University of Houston, C.T. Bauer College of Business 2005 — 2010
Mastery of Accountancy, Accounting
University of Houston
Chris Devine Chris Devine's Invesco Ltd. Experience February 1998 - Present
Job Portfolio Manager at Invesco
Industry Investment Management
Experience
Invesco Ltd. February 1998 - Present
Education
University of Georgia - Terry College of Business 1996 — 1998
MBA
Wake Forest University 1988 — 1992
Invesco Ltd. February 1998 - Present
Education
University of Georgia - Terry College of Business 1996 — 1998
MBA
Wake Forest University 1988 — 1992
Bretaigne Black Bretaigne Black's Invesco Ltd. Experience August 1999 - April 2001
Job Sr. Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. November 2008 - Present
Deutsche Bank 2001 - 2008
Invesco Ltd. August 1999 - April 2001
Education
University of Alabama
Vanderbilt University
UBS Financial Services Inc. November 2008 - Present
Deutsche Bank 2001 - 2008
Invesco Ltd. August 1999 - April 2001
Education
University of Alabama
Vanderbilt University
Rea Heatherington Rea Heatherington's Invesco Ltd. Experience 2000 - 2003
Job Sr Product Manager at Jeppesen
Industry Aviation & Aerospace
Experience
Jeppesen 2003 - Present
Invesco Ltd. 2000 - 2003
US Navy 1980 - 2000
Skills
Aviation, Program Management, Military, Training, Process Improvement, Requirements Analysis, Quality Assurance, Cross-functional Team..., Project Management, Strategic Planning, Aerospace, Project Planning, Product Management, Systems Engineering, Integration, Six Sigma, Leadership, Analysis, Team Leadership, Security Clearance, DoD, Engineering Management
Education
University of San Diego 1985 — 1988
MBA
US Naval Academy 1976 — 1980
BS, Ocean Engineering
Jeppesen 2003 - Present
Invesco Ltd. 2000 - 2003
US Navy 1980 - 2000
Skills
Aviation, Program Management, Military, Training, Process Improvement, Requirements Analysis, Quality Assurance, Cross-functional Team..., Project Management, Strategic Planning, Aerospace, Project Planning, Product Management, Systems Engineering, Integration, Six Sigma, Leadership, Analysis, Team Leadership, Security Clearance, DoD, Engineering Management
Education
University of San Diego 1985 — 1988
MBA
US Naval Academy 1976 — 1980
BS, Ocean Engineering
Amy (March) Braden Amy (March) Braden's Invesco Ltd. Experience October 2009 - August 2012
Job Business Analyst
Industry Financial Services
Experience
Invesco Ltd. October 2009 - August 2012
INVESCO May 2005 - October 2009
AIM Investments October 2003 - May 2005
AIM Investments June 1999 - October 2003
Education
The University of Texas at Austin 1995 — 1999
BA, Business Economics
Invesco Ltd. October 2009 - August 2012
INVESCO May 2005 - October 2009
AIM Investments October 2003 - May 2005
AIM Investments June 1999 - October 2003
Education
The University of Texas at Austin 1995 — 1999
BA, Business Economics
Kevin Horsley, CFA, CPA Kevin Horsley, CFA, CPA's Invesco Ltd. Experience December 2000 - March 2007
Job Senior Financial Professional, Analyst and Researcher
Industry Investment Management
Experience
Humana July 2015 - Present
Humana December 2012 - June 2015
Deutsche Asset Management March 2007 - June 2012
Invesco Ltd. December 2000 - March 2007
Invesco December 1995 - December 2000
Providian Corporation August 1994 - December 1995
Coopers & Lybrand August 1992 - August 1994
GTE/Contel Cellular June 1991 - June 1992
Skills
Investments, Asset Managment, Financial Analysis, Credit Research, Financial Modeling, Bloomberg, Process Improvement, Financial Risk, Risk Management, Investment Banking, Portfolio Management, Accounting, Banking, Credit Rating, Asset Allocation, Due Diligence, Fixed Income, Mergers & Acquisitions, Equities, Securities, Analysis, Hedge Funds, Credit, Investment Strategies, Finance, Investor Relations, ETFs, Mutual Funds, Financial Services, Alternative Investments, Trading, Bonds, Investment Management, Emerging Markets, Valuation, Equity Research, Derivatives, Institutional..., Capital Markets, Quantitative Analytics, Strategy, Private Equity, Financial Markets, Credit Analysis, Corporate Finance, Equity Valuation, Forecasting, Asset Management
Education
Center for Creative Leadership, Greensboro, NC
Leadership Development Program (LDP) graduate
Transylvania University
BA, Economics
Vanderbilt University - Owen Graduate School of Management
MBA, Accounting and Finance
Humana July 2015 - Present
Humana December 2012 - June 2015
Deutsche Asset Management March 2007 - June 2012
Invesco Ltd. December 2000 - March 2007
Invesco December 1995 - December 2000
Providian Corporation August 1994 - December 1995
Coopers & Lybrand August 1992 - August 1994
GTE/Contel Cellular June 1991 - June 1992
Skills
Investments, Asset Managment, Financial Analysis, Credit Research, Financial Modeling, Bloomberg, Process Improvement, Financial Risk, Risk Management, Investment Banking, Portfolio Management, Accounting, Banking, Credit Rating, Asset Allocation, Due Diligence, Fixed Income, Mergers & Acquisitions, Equities, Securities, Analysis, Hedge Funds, Credit, Investment Strategies, Finance, Investor Relations, ETFs, Mutual Funds, Financial Services, Alternative Investments, Trading, Bonds, Investment Management, Emerging Markets, Valuation, Equity Research, Derivatives, Institutional..., Capital Markets, Quantitative Analytics, Strategy, Private Equity, Financial Markets, Credit Analysis, Corporate Finance, Equity Valuation, Forecasting, Asset Management
Education
Center for Creative Leadership, Greensboro, NC
Leadership Development Program (LDP) graduate
Transylvania University
BA, Economics
Vanderbilt University - Owen Graduate School of Management
MBA, Accounting and Finance
Stephen Boylan Stephen Boylan's Invesco Ltd. Experience 2006 - 2007
Job Project Director at Infor
Industry Information Technology and Services
Experience
Infor February 2015 - Present
Credulus Systems International October 2008 - Present
International Capital and Management Company February 2014 - November 2014
ista North America April 2012 - May 2013
Liberty Power July 2011 - March 2012
Medical AIS 2008 - 2011
Invesco Ltd. 2006 - 2007
Client List 2000 - June 2006
Credulus Systems International 2003 - 2006
Epicor Software Corporation 1993 - 2003
Skills
Management Consulting, Program Management, Business Analysis, Integration, Customer Relations, Project Portfolio..., Application Portfolio..., Process Engineering, IT Audit, Mobile Applications, Digital Marketing, Utility Industry, Energy, Investment Banking, Oil & Gas Industry, Multilingual, PMO, SharePoint, Customer Service, SDLC, Cross-functional Team..., SaaS, Enterprise Software, Strategy
Education
Trinity College, Dublin 1987 — 1990
Medieval English & Italian
De La Salle College, Skerries, Co. Dublin 1982 — 1987
Infor February 2015 - Present
Credulus Systems International October 2008 - Present
International Capital and Management Company February 2014 - November 2014
ista North America April 2012 - May 2013
Liberty Power July 2011 - March 2012
Medical AIS 2008 - 2011
Invesco Ltd. 2006 - 2007
Client List 2000 - June 2006
Credulus Systems International 2003 - 2006
Epicor Software Corporation 1993 - 2003
Skills
Management Consulting, Program Management, Business Analysis, Integration, Customer Relations, Project Portfolio..., Application Portfolio..., Process Engineering, IT Audit, Mobile Applications, Digital Marketing, Utility Industry, Energy, Investment Banking, Oil & Gas Industry, Multilingual, PMO, SharePoint, Customer Service, SDLC, Cross-functional Team..., SaaS, Enterprise Software, Strategy
Education
Trinity College, Dublin 1987 — 1990
Medieval English & Italian
De La Salle College, Skerries, Co. Dublin 1982 — 1987
Herb Henion, MBA Herb Henion, MBA's Invesco Ltd. Experience 2000 - 2003
Job Enjoying the Challenges of Learning a New Industry
Industry Information Technology and Services
Experience
Comcast Cable August 2013 - Present
St. Pius X School 2012 - 2013
U.S. Global Investors 2007 - 2012
PropertyInfo Corporation 2006 - 2007
Hewlett Packard 2006 - 2006
Fiserv Output Solutions 2003 - 2005
Invesco Ltd. 2000 - 2003
Invesco Ltd. 1998 - 2000
Skills
Change Management, Vendor Relations, Relational Databases, Requirements Gathering, Business Analysis, SDLC, SQL, Problem Solving, Process Improvement, MS Project, Requirements Analysis, Data Analysis, Team Leadership, Customer Relations, Access, Project Planning, Analysis, Agile, SharePoint, Excel, Vendor Management, Integration, Microsoft Excel, Customer Service, Software Documentation, Business Process, Project Management, Cross-functional Team..., Testing, Databases, Training, Agile Methodologies, Leadership, Visio, Strategic Planning, Enterprise Software, Program Management
Education
University of the Incarnate Word 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, With Distinction
Tulane University
University of Houston
Bachelor of Science, Hotel & Restaurant Management
Comcast Cable August 2013 - Present
St. Pius X School 2012 - 2013
U.S. Global Investors 2007 - 2012
PropertyInfo Corporation 2006 - 2007
Hewlett Packard 2006 - 2006
Fiserv Output Solutions 2003 - 2005
Invesco Ltd. 2000 - 2003
Invesco Ltd. 1998 - 2000
Skills
Change Management, Vendor Relations, Relational Databases, Requirements Gathering, Business Analysis, SDLC, SQL, Problem Solving, Process Improvement, MS Project, Requirements Analysis, Data Analysis, Team Leadership, Customer Relations, Access, Project Planning, Analysis, Agile, SharePoint, Excel, Vendor Management, Integration, Microsoft Excel, Customer Service, Software Documentation, Business Process, Project Management, Cross-functional Team..., Testing, Databases, Training, Agile Methodologies, Leadership, Visio, Strategic Planning, Enterprise Software, Program Management
Education
University of the Incarnate Word 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, With Distinction
Tulane University
University of Houston
Bachelor of Science, Hotel & Restaurant Management
Katey Thomas Katey Thomas's Invesco Ltd. Experience April 2011 - Present
Job Manager, Corporate Events at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. April 2011 - Present
McKenna Long & Aldridge LLP February 2010 - April 2011
Ernst & Young September 2007 - February 2010
Ernst & Young LLP September 2006 - September 2007
Education
University of Georgia - Terry College of Business
Bachelors of Business Administration, Business Management
Invesco Ltd. April 2011 - Present
McKenna Long & Aldridge LLP February 2010 - April 2011
Ernst & Young September 2007 - February 2010
Ernst & Young LLP September 2006 - September 2007
Education
University of Georgia - Terry College of Business
Bachelors of Business Administration, Business Management
Bob Kuberski's Invesco Ltd. Experience February 2001 - December 2010
Job Managing Director, National Sales Manager at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments December 2010 - Present
Invesco Ltd. February 2001 - December 2010
Morgan Stanley 1998 - 2001
National Football League 1993 - 2000
United States Navy 1993 - 1995
Skills
Series 7, Series 63, Series 65, Series 24
Education
United States Naval Academy 1989 — 1993
B.S., Political Science
Ridley High School 1986 — 1989
H.S. Diploma
RidgeWorth Investments December 2010 - Present
Invesco Ltd. February 2001 - December 2010
Morgan Stanley 1998 - 2001
National Football League 1993 - 2000
United States Navy 1993 - 1995
Skills
Series 7, Series 63, Series 65, Series 24
Education
United States Naval Academy 1989 — 1993
B.S., Political Science
Ridley High School 1986 — 1989
H.S. Diploma
Anne Gerry Anne Gerry's Invesco Ltd. Experience December 2007 - Present
Job Senior Counsel at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd December 2007 - Present
The Home Depot February 2006 - December 2007
Arnall Golden Gregory LLP March 1999 - February 2006
Education
University of Florida
BA (History), Golden Key, Phi Kappa Phi
University of Florida - Fredric G. Levin College of Law
JD with honors
Invesco Ltd December 2007 - Present
The Home Depot February 2006 - December 2007
Arnall Golden Gregory LLP March 1999 - February 2006
Education
University of Florida
BA (History), Golden Key, Phi Kappa Phi
University of Florida - Fredric G. Levin College of Law
JD with honors
Elva Duong Elva Duong's Invesco Ltd. Experience August 2010 - June 2011
Job CPA Senior Accountant
Industry Financial Services
Experience
Buckeye Partners February 2014 - Present
Tiffany & Co. November 2013 - January 2014
EY October 2013 - January 2014
EY September 2011 - September 2013
Invesco Ltd. August 2010 - June 2011
PricewaterhouseCoopers June 2010 - August 2010
EY January 2010 - March 2010
PricewaterhouseCoopers June 2009 - August 2009
Invesco Aim June 2008 - May 2009
Law Office of Lan Huey Huang LLC February 2007 - August 2008
Skills
Fund Accounting, IFRS, Financial Reporting, Accounting, SEC filings, Financial Analysis, Internal Controls, US GAAP, Financial Modeling, Auditing, Sarbanes-Oxley Act, GAAP, Financial Accounting, Bloomberg, Microsoft Excel, General Ledger, External Audit, Account Reconciliation, CPA, Financial Statements
Education
University of Houston 2010 — 2011
Master of Science in Accountancy, Accounting, GPA: 3.7
University of Houston, C.T. Bauer College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting, GPA: 3.9
Buckeye Partners February 2014 - Present
Tiffany & Co. November 2013 - January 2014
EY October 2013 - January 2014
EY September 2011 - September 2013
Invesco Ltd. August 2010 - June 2011
PricewaterhouseCoopers June 2010 - August 2010
EY January 2010 - March 2010
PricewaterhouseCoopers June 2009 - August 2009
Invesco Aim June 2008 - May 2009
Law Office of Lan Huey Huang LLC February 2007 - August 2008
Skills
Fund Accounting, IFRS, Financial Reporting, Accounting, SEC filings, Financial Analysis, Internal Controls, US GAAP, Financial Modeling, Auditing, Sarbanes-Oxley Act, GAAP, Financial Accounting, Bloomberg, Microsoft Excel, General Ledger, External Audit, Account Reconciliation, CPA, Financial Statements
Education
University of Houston 2010 — 2011
Master of Science in Accountancy, Accounting, GPA: 3.7
University of Houston, C.T. Bauer College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting, GPA: 3.9
Tandra Terrell Tandra Terrell's Invesco Ltd. Experience September 2003 - Present
Job Equity Trading at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. September 2003 - Present
Skills
Bloomberg, CRD, Security APL, Series 7, Portia, Equity Trading, Charles River IMS, Fixed Income, Equities, Hedge Funds, Trading Systems, ETFs, Alternative Investments, Bloomberg Terminal, Investment Management, Electronic Trading, Awesomeness
Education
University of Alabama 1999 — 2003
B.S., Finance
Invesco Ltd. September 2003 - Present
Skills
Bloomberg, CRD, Security APL, Series 7, Portia, Equity Trading, Charles River IMS, Fixed Income, Equities, Hedge Funds, Trading Systems, ETFs, Alternative Investments, Bloomberg Terminal, Investment Management, Electronic Trading, Awesomeness
Education
University of Alabama 1999 — 2003
B.S., Finance
Yuri Crusca's Invesco Ltd. Experience May 2008 - February 2010
Job Procurement and Project Management: Third Party Risk, Supplier Management, Supply Chain
Industry Banking
Experience
Zions Bancorporation November 2012 - Present
Zions Bancorporation March 2010 - November 2012
Invesco Ltd. May 2008 - February 2010
Gregory & Cook Construction September 2006 - May 2008
Bank of America November 2005 - September 2006
Memorial Hermann Credit Union September 2001 - December 2004
Skills
Risk Management, Vendor Management, Financial Risk, Business Process..., Internal Audit, Process Improvement, Management, Finance, Analysis, Financial Analysis, Due Diligence, Risk Assessment, Auditing, Business Analysis, Data Privacy, Operational Risk, Project Management, Banking, Disaster Recovery, Compliance, Internal Controls, Training, Financial Services, Credit, Loans, Investments, Information Security, Business Continuity, Business Process, Sarbanes-Oxley Act, Portfolio Management, Security, Credit Risk, Supplier Risk Management, Business Process Mapping, AML, Change Management, Leadership, Strategic Planning, Customer Service, Microsoft Office, Supply Chain Management
Education
University of Houston 2003 — 2008
Bachelor of Business Administration (BBA), Finance
Zions Bancorporation November 2012 - Present
Zions Bancorporation March 2010 - November 2012
Invesco Ltd. May 2008 - February 2010
Gregory & Cook Construction September 2006 - May 2008
Bank of America November 2005 - September 2006
Memorial Hermann Credit Union September 2001 - December 2004
Skills
Risk Management, Vendor Management, Financial Risk, Business Process..., Internal Audit, Process Improvement, Management, Finance, Analysis, Financial Analysis, Due Diligence, Risk Assessment, Auditing, Business Analysis, Data Privacy, Operational Risk, Project Management, Banking, Disaster Recovery, Compliance, Internal Controls, Training, Financial Services, Credit, Loans, Investments, Information Security, Business Continuity, Business Process, Sarbanes-Oxley Act, Portfolio Management, Security, Credit Risk, Supplier Risk Management, Business Process Mapping, AML, Change Management, Leadership, Strategic Planning, Customer Service, Microsoft Office, Supply Chain Management
Education
University of Houston 2003 — 2008
Bachelor of Business Administration (BBA), Finance
Talha Hasan's Invesco Ltd. Experience June 2012 - August 2012
Job ITS Analyst at Anadarko Petroleum Corporation
Industry Oil & Energy
Experience
Anadarko Petroleum Corporation May 2014 - Present
BMC Software September 2013 - April 2014
Anadarko Petroleum Corporation May 2013 - August 2013
BMC Software September 2012 - January 2013
Invesco Ltd. June 2012 - August 2012
Texas Discount Electronics December 2011 - May 2012
Best Buy July 2009 - March 2011
Conn's March 2008 - July 2009
Circuit City November 2006 - March 2008
Skills
SharePoint, Process Improvement, Sales, Team Leadership, Customer Satisfaction, Oracle, Microsoft Office, Troubleshooting, IT Strategy, Sarbanes-Oxley Act, Data Analysis, Project Management, PowerShell, ServiceNow, GasPro Energy Trading
Education
University of Houston, C.T. Bauer College of Business 2010 — 2014
Bachelor of Business Administration, Management Information Systems
Anadarko Petroleum Corporation May 2014 - Present
BMC Software September 2013 - April 2014
Anadarko Petroleum Corporation May 2013 - August 2013
BMC Software September 2012 - January 2013
Invesco Ltd. June 2012 - August 2012
Texas Discount Electronics December 2011 - May 2012
Best Buy July 2009 - March 2011
Conn's March 2008 - July 2009
Circuit City November 2006 - March 2008
Skills
SharePoint, Process Improvement, Sales, Team Leadership, Customer Satisfaction, Oracle, Microsoft Office, Troubleshooting, IT Strategy, Sarbanes-Oxley Act, Data Analysis, Project Management, PowerShell, ServiceNow, GasPro Energy Trading
Education
University of Houston, C.T. Bauer College of Business 2010 — 2014
Bachelor of Business Administration, Management Information Systems
Ernesto Guevara, MBA's Invesco Ltd. Experience May 2005 - November 2009
Job Supply Chain Professional at FMC Technologies
Industry Oil & Energy
Experience
Rig Management Norway AS October 2013 - March 2014
EP ENERGY November 2011 - July 2013
Invesco Ltd. May 2005 - November 2009
Skills
Leadership, Business Strategy, Business Process..., Project Management, Procurement, Energy
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
MBA
University of Houston, C.T. Bauer College of Business 2001 — 2005
BBA, Management of Information Systems
Rig Management Norway AS October 2013 - March 2014
EP ENERGY November 2011 - July 2013
Invesco Ltd. May 2005 - November 2009
Skills
Leadership, Business Strategy, Business Process..., Project Management, Procurement, Energy
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
MBA
University of Houston, C.T. Bauer College of Business 2001 — 2005
BBA, Management of Information Systems
Emily Scudder, CFA, CPA Emily Scudder, CFA, CPA's Invesco Ltd. Experience June 2014 - August 2014
Job Equity Investment Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price August 2015 - Present
Invesco Ltd. June 2014 - August 2014
BMO Capital Markets August 2009 - May 2013
Ernst & Young September 2007 - August 2009
UC Santa Barbara September 2005 - June 2007
Skills
Valuation, Financial Modeling, Equity Research, Financial Analysis
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.), Majors: Finance; Accounting, Graduation with Honors; Palmer Scholar
University of California, Santa Barbara 2003 — 2007
BA, BS, Business Economics - Accounting and Financial Mathematics & Statistics, Highest Honors
T. Rowe Price August 2015 - Present
Invesco Ltd. June 2014 - August 2014
BMO Capital Markets August 2009 - May 2013
Ernst & Young September 2007 - August 2009
UC Santa Barbara September 2005 - June 2007
Skills
Valuation, Financial Modeling, Equity Research, Financial Analysis
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.), Majors: Finance; Accounting, Graduation with Honors; Palmer Scholar
University of California, Santa Barbara 2003 — 2007
BA, BS, Business Economics - Accounting and Financial Mathematics & Statistics, Highest Honors
Oscar Cajiao's Invesco Ltd. Experience February 2014 - Present
Job Regional Vice President at CI RAVEN &GIRALDO EXOTIC FRUITS
Industry Financial Services
Experience
CI RAVEN &GIRALDO EXOTIC FRUITS February 2015 - Present
VIVENTA August 2014 - Present
Equifax February 2014 - Present
Invesco Ltd. February 2014 - Present
Legg Mason February 2014 - Present
Primerica February 2014 - Present
Skills
Colombia's Real Estate..., International Investment, Financial Services, Financial Needs Analysis, Term Life Insurance, Mutual Funds, IRAs, Retirement Planning, Small Business..., Credit Scoring, Debt Settlement, College Savings Plans, 529 Plans, Education Funding, Emergency Funding, Import/Export Operations, Fresh Produce
Education
Fairleigh Dickinson University-Metropolitan Campus 2015 — 2017
Bachelor of Business Administration (B.B.A.), International Business
Universidad del Rosario 2009 — 2013
FINANCE AND ECONOMICS
CI RAVEN &GIRALDO EXOTIC FRUITS February 2015 - Present
VIVENTA August 2014 - Present
Equifax February 2014 - Present
Invesco Ltd. February 2014 - Present
Legg Mason February 2014 - Present
Primerica February 2014 - Present
Skills
Colombia's Real Estate..., International Investment, Financial Services, Financial Needs Analysis, Term Life Insurance, Mutual Funds, IRAs, Retirement Planning, Small Business..., Credit Scoring, Debt Settlement, College Savings Plans, 529 Plans, Education Funding, Emergency Funding, Import/Export Operations, Fresh Produce
Education
Fairleigh Dickinson University-Metropolitan Campus 2015 — 2017
Bachelor of Business Administration (B.B.A.), International Business
Universidad del Rosario 2009 — 2013
FINANCE AND ECONOMICS
Deepa Kurian, CPA Deepa Kurian, CPA's Invesco Ltd. Experience 2002 - 2005
Job Assistant Controller at E2open
Industry Accounting
Experience
E2open September 2015 - Present
BMC Software 2011 - September 2015
Invesco Ltd. 2002 - 2005
Arthur Andersen LLP 1999 - 2002
Skills
US GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Analysis, GAAP, Auditing, Financial Accounting, Internal Controls, Mergers & Acquisitions, Technical Accounting..., Controllership Functions, SEC Financial Reporting, ERP, General Ledger, Oracle Applications, Hyperion, Process Automation, ERP Implementations, Offshore Operations, Intercompany..., Reporting & Analysis
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (B.B.A.), Accounting
E2open September 2015 - Present
BMC Software 2011 - September 2015
Invesco Ltd. 2002 - 2005
Arthur Andersen LLP 1999 - 2002
Skills
US GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Analysis, GAAP, Auditing, Financial Accounting, Internal Controls, Mergers & Acquisitions, Technical Accounting..., Controllership Functions, SEC Financial Reporting, ERP, General Ledger, Oracle Applications, Hyperion, Process Automation, ERP Implementations, Offshore Operations, Intercompany..., Reporting & Analysis
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (B.B.A.), Accounting
Jack Deino, CFA Jack Deino, CFA's Invesco Ltd. Experience January 2006 - August 2015
Job Head of Emerging Markets Portfolio Management at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. January 2006 - August 2015
APS Financial July 2004 - January 2006
Skills
Emerging Markets, Fixed Income, Mutual Funds, Finance, Asset Allocation, Bonds, Latin America, Financial Markets, Portfolio Management, Credit, Spanish, Hedge Funds, Investments, Trading, Capital Markets, Credit Derivatives
Education
The University of Texas at Austin 1987 — 1989
BA, Latin American Studies
Invesco Ltd. January 2006 - August 2015
APS Financial July 2004 - January 2006
Skills
Emerging Markets, Fixed Income, Mutual Funds, Finance, Asset Allocation, Bonds, Latin America, Financial Markets, Portfolio Management, Credit, Spanish, Hedge Funds, Investments, Trading, Capital Markets, Credit Derivatives
Education
The University of Texas at Austin 1987 — 1989
BA, Latin American Studies
Charles R Dewey's Invesco Ltd. Experience March 1992 - April 2007
Job VP, Relationship Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank 2007 - 2014
Invesco Ltd. March 1992 - April 2007
Skills
Banking, Commercial Lending, Financial Advisory, Financial Services, Investments, Loans, Mutual Funds, Retirement Planning, 401k, Retirement
Education
University of Colorado 1969 — 1974
BS, Marketing Business Adm, Business Adm
University of Colorado Boulder
BS, Business Administration
Wells Fargo Bank 2007 - 2014
Invesco Ltd. March 1992 - April 2007
Skills
Banking, Commercial Lending, Financial Advisory, Financial Services, Investments, Loans, Mutual Funds, Retirement Planning, 401k, Retirement
Education
University of Colorado 1969 — 1974
BS, Marketing Business Adm, Business Adm
University of Colorado Boulder
BS, Business Administration
R.J. Virata's Invesco Ltd. Experience September 2009 - March 2011
Job Associate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
Morgan Stanley September 2012 - December 2014
Invesco Ltd. September 2009 - March 2011
Merrill Lynch July 2007 - January 2009
Education
The University of Texas at Austin 2000 — 2006
B.A., Economics, Psychology
TIAA-CREF May 2015 - Present
Morgan Stanley September 2012 - December 2014
Invesco Ltd. September 2009 - March 2011
Merrill Lynch July 2007 - January 2009
Education
The University of Texas at Austin 2000 — 2006
B.A., Economics, Psychology
Juan Hartsfield's Invesco Ltd. Experience August 2004 - Present
Job Portfolio Manager at Invesco
Industry Financial Services
Experience
Invesco Ltd. August 2004 - Present
J.P. Morgan Asset Management July 2000 - August 2004
BOOZ ALLEN May 1998 - July 2000
EXXON COMPANY September 1994 - September 1997
Skills
Energy, Asset Managment, Equities, Equity Research, Mutual Funds, Portfolio Management, Analysis
Education
University of Michigan
School of Business AdministrationMasters, Business Administration
The University of Texas at Austin 1990 — 1994
Invesco Ltd. August 2004 - Present
J.P. Morgan Asset Management July 2000 - August 2004
BOOZ ALLEN May 1998 - July 2000
EXXON COMPANY September 1994 - September 1997
Skills
Energy, Asset Managment, Equities, Equity Research, Mutual Funds, Portfolio Management, Analysis
Education
University of Michigan
School of Business AdministrationMasters, Business Administration
The University of Texas at Austin 1990 — 1994
Sydney Blackett Sydney Blackett's Invesco Ltd. Experience November 2011 - Present
Job Senior RFP Specialist at Invesco
Industry Financial Services
Experience
Invesco Ltd. November 2011 - Present
Computershare January 2009 - August 2011
AllianceBernstein January 2007 - April 2008
AllianceBernstein November 2005 - January 2007
Schiff Hardin LLP 2002 - 2005
Education
University at Albany, SUNY 1997 — 2001
B.A., English
Bronx High School of Science 1993 — 1997
Invesco Ltd. November 2011 - Present
Computershare January 2009 - August 2011
AllianceBernstein January 2007 - April 2008
AllianceBernstein November 2005 - January 2007
Schiff Hardin LLP 2002 - 2005
Education
University at Albany, SUNY 1997 — 2001
B.A., English
Bronx High School of Science 1993 — 1997
Barbara (Gray) Eagleson, CMFC Barbara (Gray) Eagleson, CMFC's Invesco Ltd. Experience April 2012 - May 2014
Job Vice President, Investment Analyst
Industry Investment Management
Experience
Amegy Bank June 2014 - Present
Invesco Ltd. April 2012 - May 2014
Invesco Ltd. October 1999 - March 2012
Van Kampen Investments 1995 - 1999
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Separately Managed..., Investment Advisory, Investments, 401k, Retirement Planning, Wealth Management, Investment Strategies, Series 65, Series 6, IRAs, Alternative Investments, Asset Management, Equities, ETFs, Securities, FINRA, Series 24, Investment Management, Fixed Income, Fixed Annuities, Financial Services, Relationship Management, Sales, Marketing, Strategic Planning, Retirement, Portfolio Management, Business Development, National Accounts, Key Account Management, Building Relationships, Strategic Partnerships, Client Retention...
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Arts in Business Administration, Marketing
Amegy Bank June 2014 - Present
Invesco Ltd. April 2012 - May 2014
Invesco Ltd. October 1999 - March 2012
Van Kampen Investments 1995 - 1999
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Separately Managed..., Investment Advisory, Investments, 401k, Retirement Planning, Wealth Management, Investment Strategies, Series 65, Series 6, IRAs, Alternative Investments, Asset Management, Equities, ETFs, Securities, FINRA, Series 24, Investment Management, Fixed Income, Fixed Annuities, Financial Services, Relationship Management, Sales, Marketing, Strategic Planning, Retirement, Portfolio Management, Business Development, National Accounts, Key Account Management, Building Relationships, Strategic Partnerships, Client Retention...
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Arts in Business Administration, Marketing
Becky Flynn Becky Flynn's Invesco Ltd. Experience June 2010 - August 2010
Job Assurance Staff at EY
Industry Accounting
Experience
EY July 2013 - Present
Ernst & Young June 2012 - August 2012
Cherry, Bekaert & Holland June 2011 - August 2011
Alpha Chi Omega Sorority December 2009 - December 2010
Invesco Ltd. June 2010 - August 2010
Education
University of Georgia - Terry College of Business 2012 — 2012
Master of Accountancy (MAcc), Audit
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
EY July 2013 - Present
Ernst & Young June 2012 - August 2012
Cherry, Bekaert & Holland June 2011 - August 2011
Alpha Chi Omega Sorority December 2009 - December 2010
Invesco Ltd. June 2010 - August 2010
Education
University of Georgia - Terry College of Business 2012 — 2012
Master of Accountancy (MAcc), Audit
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Melissa Tirado, CPA Melissa Tirado, CPA's Invesco Ltd. Experience September 2007 - Present
Job Sr. Compliance Officer at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. September 2007 - Present
Education
University of Louisiana at Lafayette 2001 — 2006
Bachelor of Science (BS), Accounting
University of Louisiana at Lafayette 2001 — 2006
Bachelor of Arts (BA), Spanish Language and Literature
Universidad Autónoma de Guadalajara 2004 — 2004
Modern Languages
Universidad de Cantabria 2002 — 2002
Modern Languages
Invesco Ltd. September 2007 - Present
Education
University of Louisiana at Lafayette 2001 — 2006
Bachelor of Science (BS), Accounting
University of Louisiana at Lafayette 2001 — 2006
Bachelor of Arts (BA), Spanish Language and Literature
Universidad Autónoma de Guadalajara 2004 — 2004
Modern Languages
Universidad de Cantabria 2002 — 2002
Modern Languages
Van Phung Van Phung's Invesco Ltd. Experience June 2008 - August 2011
Job Financial Analyst at NYX Gaming Group Ltd
Industry Financial Services
Experience
Elmcore Group Inc. December 2013 - April 2015
Ceera Investments December 2012 - June 2013
Green Coast Capital January 2012 - March 2012
Meridian Partners August 2011 - November 2011
Invesco Ltd. June 2008 - August 2011
Education
University of Houston 2007 — 2009
Bachelors of Business Administration, Finance
The University of Texas at Austin 2006 — 2007
Economics
Elmcore Group Inc. December 2013 - April 2015
Ceera Investments December 2012 - June 2013
Green Coast Capital January 2012 - March 2012
Meridian Partners August 2011 - November 2011
Invesco Ltd. June 2008 - August 2011
Education
University of Houston 2007 — 2009
Bachelors of Business Administration, Finance
The University of Texas at Austin 2006 — 2007
Economics
Carey Kwan Carey Kwan's Invesco Ltd. Experience May 2000 - Present
Job .NET Developer at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. May 2000 - Present
Skills
VB.NET, T-SQL, SQL Server, ADO.NET, Crystal Reports, VBScript, ASP, Visual Studio, Visual Basic, Application Development, JavaScript, HTML, Microsoft SQL Server, Microsoft Technologies, ASP.NET, TFS, .NET
Education
University of Houston 1995 — 2000
BBA, MIS
Invesco Ltd. May 2000 - Present
Skills
VB.NET, T-SQL, SQL Server, ADO.NET, Crystal Reports, VBScript, ASP, Visual Studio, Visual Basic, Application Development, JavaScript, HTML, Microsoft SQL Server, Microsoft Technologies, ASP.NET, TFS, .NET
Education
University of Houston 1995 — 2000
BBA, MIS
Lee Grammier, PMP Lee Grammier, PMP's Invesco Ltd. Experience February 2012 - Present
Job Advanced BA/PM at Invesco Ltd.
Industry Oil & Energy
Experience
Invesco Ltd. February 2012 - Present
Invesco Ltd. February 2012 - February 2014
Spark Energy May 2011 - December 2011
MXenergy May 2010 - May 2011
Reliant Energy August 2004 - October 2009
Reliant Energy August 2004 - October 2009
Reliant Energy August 2004 - October 2009
Dell December 1999 - August 2004
Dell December 1999 - August 2004
Skills
PMP, Strategic Planning, Process Improvement, Problem Solving, Analysis, Segmentation, Customer Relations, Retail, Sales Management, Product Development, Business Analysis, Team Building, Marketing Strategy, Forecasting, Contract Negotiations, Team Leadership, Budgeting, Market Research, Excel, Negotiation, Energy, Microsoft Office, Contract Negotiation, Customer Service, Planning, Program Management, Online Marketing, Direct Marketing, Social Media, Marketing, Project Management, Microsoft Excel, Project Planning, New Business Development, Management, Leadership, Business Development, Budgets, Product Marketing, Business Process..., Sales, Pricing, Training, Business Process, Direct Sales, Sales Operations, Financial Analysis, Customer Satisfaction, Strategy
Education
The University of Texas at Austin 1995 — 1999
BA, Major: Economics Minor: Business Administration
University of Houston-Clear Lake 2013 — 2016
Master of Business Administration (MBA), Management Information Systems, General
Invesco Ltd. February 2012 - Present
Invesco Ltd. February 2012 - February 2014
Spark Energy May 2011 - December 2011
MXenergy May 2010 - May 2011
Reliant Energy August 2004 - October 2009
Reliant Energy August 2004 - October 2009
Reliant Energy August 2004 - October 2009
Dell December 1999 - August 2004
Dell December 1999 - August 2004
Skills
PMP, Strategic Planning, Process Improvement, Problem Solving, Analysis, Segmentation, Customer Relations, Retail, Sales Management, Product Development, Business Analysis, Team Building, Marketing Strategy, Forecasting, Contract Negotiations, Team Leadership, Budgeting, Market Research, Excel, Negotiation, Energy, Microsoft Office, Contract Negotiation, Customer Service, Planning, Program Management, Online Marketing, Direct Marketing, Social Media, Marketing, Project Management, Microsoft Excel, Project Planning, New Business Development, Management, Leadership, Business Development, Budgets, Product Marketing, Business Process..., Sales, Pricing, Training, Business Process, Direct Sales, Sales Operations, Financial Analysis, Customer Satisfaction, Strategy
Education
The University of Texas at Austin 1995 — 1999
BA, Major: Economics Minor: Business Administration
University of Houston-Clear Lake 2013 — 2016
Master of Business Administration (MBA), Management Information Systems, General
Daniel Saylor, CFA's Invesco Ltd. Experience January 2010 - Present
Job CMBS Structured Securities Research at Invesco Ltd.
Industry Investment Management
Experience
Invesco Mortgage Capital January 2010 - Present
Invesco Ltd. January 2010 - Present
Fort Washington Investment Advisors 2007 - January 2010
Skills
Fixed Income, Portfolio Management, Total Return, Structured Finance, Securitization, CMBS, MBS, CDO, CRE Debt, REIT, Trepp, Intex, CFA, Bloomberg, VBA, Structured Products, Commercial Real Estate, Alternative Investments, Hedge Funds, Asset Managment, Securities, Bloomberg Terminal, Investment Strategies, Fixed Income Analysis, Investments, Quantitative Analytics, Asset Management
Education
Xavier University - Williams College of Business 2005 — 2007
BSBA, Major Finance Minor Mathematics
United States Military Academy at West Point 2003 — 2005
Attended, Mathematics
Cincinnati Christian School 1999 — 2003
Invesco Mortgage Capital January 2010 - Present
Invesco Ltd. January 2010 - Present
Fort Washington Investment Advisors 2007 - January 2010
Skills
Fixed Income, Portfolio Management, Total Return, Structured Finance, Securitization, CMBS, MBS, CDO, CRE Debt, REIT, Trepp, Intex, CFA, Bloomberg, VBA, Structured Products, Commercial Real Estate, Alternative Investments, Hedge Funds, Asset Managment, Securities, Bloomberg Terminal, Investment Strategies, Fixed Income Analysis, Investments, Quantitative Analytics, Asset Management
Education
Xavier University - Williams College of Business 2005 — 2007
BSBA, Major Finance Minor Mathematics
United States Military Academy at West Point 2003 — 2005
Attended, Mathematics
Cincinnati Christian School 1999 — 2003
Alan Kittner Alan Kittner's Invesco Ltd. Experience June 2001 - July 2008
Job Consulting for healthcare entrepreneurs, investors and emerging growth companies
Industry Hospital & Health Care
Experience
Elmwood Associates July 2008 - Present
Pacific Business Group on Health March 2014 - November 2014
Evolent Health March 2013 - February 2014
The Advisory Board Company August 2008 - July 2013
Invesco Ltd. June 2001 - July 2008
Consensus Health (aka Onebody.com) December 1995 - February 2001
Montgomery Medical Ventures LP and LP II November 1984 - July 1995
Skills
Healthcare, Mergers, Start-ups, Business Strategy, Strategic Partnerships, Private Equity, Medical Devices, Entrepreneur, Mergers & Acquisitions, Entrepreneurship, Healthcare Information..., Business Development, Leadership, Strategic Planning, Corporate Development, Strategy, Venture Capital, Management, Cross-functional Team..., Healthcare Consulting, Business Planning, Healthcare Industry, Management Consulting, Consulting, Due Diligence
Education
Yale University - Yale School of Management 1982 — 1984
MBA, Business Administration and Management, General
University of California, Berkeley 1974 — 1979
BA, Independent Major
Elmwood Associates July 2008 - Present
Pacific Business Group on Health March 2014 - November 2014
Evolent Health March 2013 - February 2014
The Advisory Board Company August 2008 - July 2013
Invesco Ltd. June 2001 - July 2008
Consensus Health (aka Onebody.com) December 1995 - February 2001
Montgomery Medical Ventures LP and LP II November 1984 - July 1995
Skills
Healthcare, Mergers, Start-ups, Business Strategy, Strategic Partnerships, Private Equity, Medical Devices, Entrepreneur, Mergers & Acquisitions, Entrepreneurship, Healthcare Information..., Business Development, Leadership, Strategic Planning, Corporate Development, Strategy, Venture Capital, Management, Cross-functional Team..., Healthcare Consulting, Business Planning, Healthcare Industry, Management Consulting, Consulting, Due Diligence
Education
Yale University - Yale School of Management 1982 — 1984
MBA, Business Administration and Management, General
University of California, Berkeley 1974 — 1979
BA, Independent Major
Allison Ditzel Allison Ditzel's Invesco Ltd. Experience January 2011 - December 2012
Job Associate Vice President, Senior Client Service Manager at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust January 2015 - Present
Atlantic Trust December 2012 - Present
Invesco Ltd. January 2011 - December 2012
Mercer Investment Consulting June 2008 - January 2011
Highland Associates; Birmingham, AL June 2007 - August 2007
Skills
Hedge Funds, Mutual Funds, Asset Allocation, Portfolio Management, Investments, PowerPoint
Education
University of Georgia - Terry College of Business 2004 — 2008
Banking and Finance
University of Innsbruck 2006 — 2006
Study Abroad
Episcopal High School 2000 — 2004
Atlantic Trust January 2015 - Present
Atlantic Trust December 2012 - Present
Invesco Ltd. January 2011 - December 2012
Mercer Investment Consulting June 2008 - January 2011
Highland Associates; Birmingham, AL June 2007 - August 2007
Skills
Hedge Funds, Mutual Funds, Asset Allocation, Portfolio Management, Investments, PowerPoint
Education
University of Georgia - Terry College of Business 2004 — 2008
Banking and Finance
University of Innsbruck 2006 — 2006
Study Abroad
Episcopal High School 2000 — 2004
Joseph Stelzer Joseph Stelzer's Invesco Ltd. Experience November 2006 - August 2008
Job J.D. graduate, B.B.A. background
Industry Law Practice
Experience
Kastner Heritage Group, LLC January 2013 - Present
Beckman, Cherkassky, Dean & Associates PLLC January 2012 - January 2013
OGM Land Company (NKA Percheron, LLC) October 2010 - December 2011
Curves International September 2008 - May 2009
Invesco, Ltd November 2006 - August 2008
HP Security Division February 2006 - May 2006
Skills
Accounting, Legal Research, Legal Writing, Real Estate, Petroleum, Analysis, Energy Industry, Accounts Receivable, Leases, Minerals, Due Diligence, Title Opinions, Budgets, Research, Management, Microsoft Office, Account Reconciliation
Education
University of Houston Law Center 2006 — 2010
J.D.
The University of Texas at Austin - Red McCombs School of Business 2002 — 2005
B.B.A, Finance/Accounting
Kastner Heritage Group, LLC January 2013 - Present
Beckman, Cherkassky, Dean & Associates PLLC January 2012 - January 2013
OGM Land Company (NKA Percheron, LLC) October 2010 - December 2011
Curves International September 2008 - May 2009
Invesco, Ltd November 2006 - August 2008
HP Security Division February 2006 - May 2006
Skills
Accounting, Legal Research, Legal Writing, Real Estate, Petroleum, Analysis, Energy Industry, Accounts Receivable, Leases, Minerals, Due Diligence, Title Opinions, Budgets, Research, Management, Microsoft Office, Account Reconciliation
Education
University of Houston Law Center 2006 — 2010
J.D.
The University of Texas at Austin - Red McCombs School of Business 2002 — 2005
B.B.A, Finance/Accounting
Imran Moosa CPA, MBA Imran Moosa CPA, MBA's Invesco Ltd. Experience February 2012 - September 2012
Job International Crude Oil Marketing Accountant at Oxy
Industry Oil & Energy
Experience
Oxy May 2014 - Present
Oxy September 2012 - May 2014
Invesco Ltd. February 2012 - September 2012
Ernst & Young January 2011 - July 2011
Harper and Pearson Company January 2009 - December 2010
Skills
Auditing, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Financial Statements, Strategic Financial..., GAAP, Business Analysis, Budgets, Internal Controls, Account Reconciliation, Databases, Microsoft Excel, Customer Service
Education
University of Houston, C.T. Bauer College of Business 2013 — 2015
Master of Business Administration (MBA), Oil & Gas
University of Houston, C.T. Bauer College of Business 2005 — 2009
BBA, Accounting
Oxy May 2014 - Present
Oxy September 2012 - May 2014
Invesco Ltd. February 2012 - September 2012
Ernst & Young January 2011 - July 2011
Harper and Pearson Company January 2009 - December 2010
Skills
Auditing, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Financial Statements, Strategic Financial..., GAAP, Business Analysis, Budgets, Internal Controls, Account Reconciliation, Databases, Microsoft Excel, Customer Service
Education
University of Houston, C.T. Bauer College of Business 2013 — 2015
Master of Business Administration (MBA), Oil & Gas
University of Houston, C.T. Bauer College of Business 2005 — 2009
BBA, Accounting
Mary Vares, CPA Mary Vares, CPA's Invesco Ltd. Experience July 1999 - January 2001
Job Vice President of Finance and Operations at Dallas Women's Foundation
Industry Nonprofit Organization Management
Experience
Dallas Women's Foundation January 2013 - Present
The United Way of Metropolitan Dallas July 2009 - December 2012
Thomas Edwards Group May 2008 - May 2009
The Episcopal School of Dallas March 2005 - May 2008
TDIndustries February 2004 - March 2005
TDIndustries January 2001 - February 2004
Invesco Ltd. July 1999 - January 2001
Crow Holdings September 1996 - July 1999
Crow Holdings September 1996 - June 1997
Skills
Financial Reporting, Tax, Accounting, Finance, Auditing, Accounts Receivable, Account Reconciliation, Fixed Assets, Financial Audits, Payroll, Journal Entries, Financial Statements
Education
The University of Texas at El Paso 1988 — 1990
BBA, Accounting
Dallas Women's Foundation January 2013 - Present
The United Way of Metropolitan Dallas July 2009 - December 2012
Thomas Edwards Group May 2008 - May 2009
The Episcopal School of Dallas March 2005 - May 2008
TDIndustries February 2004 - March 2005
TDIndustries January 2001 - February 2004
Invesco Ltd. July 1999 - January 2001
Crow Holdings September 1996 - July 1999
Crow Holdings September 1996 - June 1997
Skills
Financial Reporting, Tax, Accounting, Finance, Auditing, Accounts Receivable, Account Reconciliation, Fixed Assets, Financial Audits, Payroll, Journal Entries, Financial Statements
Education
The University of Texas at El Paso 1988 — 1990
BBA, Accounting
Sanam Hafiz Sanam Hafiz's Invesco Ltd. Experience March 2010 - November 2011
Job Intercompany Accountant at McKesson
Industry Financial Services
Experience
McKesson March 2012 - Present
Invesco Ltd. March 2010 - November 2011
Invesco Ltd. February 2010 - February 2011
Julius Baer July 2005 - October 2008
Julius Baer January 2004 - June 2005
Morgan Stanley June 2002 - August 2002
Skills
Finance, Financial Analysis, PeopleSoft, Financial Reporting, Corporate Finance, Financial Modeling, Accounting, SAP, Fund Accounting, Bank Reconciliation, Asset Management, Variance Analysis, BlackLine, Fixed Assets, SEC Financial Reporting, Commodity, Hedge Funds, Mutual Funds, Money Market Funds, NAV, Financial Statements, Bloomberg, GAAP, Ad Hoc Reporting
Education
University of California, Davis 1999 — 2003
Bachelor of Arts, Economics
Triple C School 1995 — 1999
High School Diploma
McKesson March 2012 - Present
Invesco Ltd. March 2010 - November 2011
Invesco Ltd. February 2010 - February 2011
Julius Baer July 2005 - October 2008
Julius Baer January 2004 - June 2005
Morgan Stanley June 2002 - August 2002
Skills
Finance, Financial Analysis, PeopleSoft, Financial Reporting, Corporate Finance, Financial Modeling, Accounting, SAP, Fund Accounting, Bank Reconciliation, Asset Management, Variance Analysis, BlackLine, Fixed Assets, SEC Financial Reporting, Commodity, Hedge Funds, Mutual Funds, Money Market Funds, NAV, Financial Statements, Bloomberg, GAAP, Ad Hoc Reporting
Education
University of California, Davis 1999 — 2003
Bachelor of Arts, Economics
Triple C School 1995 — 1999
High School Diploma
Mariah Sheikh Mariah Sheikh's Invesco Ltd. Experience May 2010 - August 2010
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte July 2013 - Present
Little Green Beans, LLC. May 2012 - February 2013
Deloitte January 2012 - March 2012
HRSS CPAs & Advisors May 2011 - August 2011
Invesco Ltd. May 2010 - August 2010
Skills
Bookkeeping, QuickBooks, Auditing, Accounting
Education
The University of Texas at Austin 2008 — 2013
Master of Professional Accounting (MPA), Accounting
Deloitte July 2013 - Present
Little Green Beans, LLC. May 2012 - February 2013
Deloitte January 2012 - March 2012
HRSS CPAs & Advisors May 2011 - August 2011
Invesco Ltd. May 2010 - August 2010
Skills
Bookkeeping, QuickBooks, Auditing, Accounting
Education
The University of Texas at Austin 2008 — 2013
Master of Professional Accounting (MPA), Accounting
Julio Cesar Guzman, CFA, PMP's Invesco Ltd. Experience April 2015 - Present
Job
Industry Financial Services
Experience
Invesco Ltd. April 2015 - Present
Invesco Ltd. April 2013 - March 2015
Invesco Ltd. July 2010 - March 2013
Cougar Investment Fund, LLC September 2009 - December 2010
Continental Airlines June 2009 - August 2009
TomorrowNow June 2006 - October 2008
Waste Management January 2006 - May 2006
Dell March 2005 - December 2005
Waste Management July 2004 - March 2005
Dell February 2002 - July 2004
Skills
SharePoint, Analysis, Business Analysis, Program Management, Project Management, Business Process, Databases, Requirements Gathering, Cross-functional Team..., Visio, Strategy, Business Process..., Management, Financial Modeling, SDLC, Business Intelligence, SAP, PeopleSoft, Microsoft SQL Server, PMO, Quality Assurance, Portfolio Management, Oracle, Data Analysis, Project Planning, E-commerce, Business Objects, VBA, Requirements Analysis, Performance Attribution, Performance Measurement, Analytics, Process Improvement, Equities, SQL, Fixed Income, Software Project..., Data Warehousing, Python
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Concentration in Finance
University of Houston, C.T. Bauer College of Business 1997 — 2001
BBA, Management Information Systems
Bellaire High 1993 — 1997
Invesco Ltd. April 2015 - Present
Invesco Ltd. April 2013 - March 2015
Invesco Ltd. July 2010 - March 2013
Cougar Investment Fund, LLC September 2009 - December 2010
Continental Airlines June 2009 - August 2009
TomorrowNow June 2006 - October 2008
Waste Management January 2006 - May 2006
Dell March 2005 - December 2005
Waste Management July 2004 - March 2005
Dell February 2002 - July 2004
Skills
SharePoint, Analysis, Business Analysis, Program Management, Project Management, Business Process, Databases, Requirements Gathering, Cross-functional Team..., Visio, Strategy, Business Process..., Management, Financial Modeling, SDLC, Business Intelligence, SAP, PeopleSoft, Microsoft SQL Server, PMO, Quality Assurance, Portfolio Management, Oracle, Data Analysis, Project Planning, E-commerce, Business Objects, VBA, Requirements Analysis, Performance Attribution, Performance Measurement, Analytics, Process Improvement, Equities, SQL, Fixed Income, Software Project..., Data Warehousing, Python
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Concentration in Finance
University of Houston, C.T. Bauer College of Business 1997 — 2001
BBA, Management Information Systems
Bellaire High 1993 — 1997
Jason Pham's Invesco Ltd. Experience 2008 - Present
Job
Industry Computer Software
Experience
Invesco Ltd. 2008 - Present
BlueThread Technologies 2007 - January 2008
avanade September 2005 - May 2007
Skills
SharePoint, .NET, SSRS, Microsoft SQL Server, Microsoft Technologies, C#, ASP.NET, IIS, TFS, WCF, Microsoft Office..., T-SQL, SharePoint Designer, Software Development, Integration, XML, Architecture, Visual Studio, SQL Server, Web Development, Web Parts, InfoPath, Portals, ADO.NET, Enterprise Content..., Windows Azure, Office 365, Cloud-based
Education
University of Houston 2000 — 2005
Bachelor's Degree
Invesco Ltd. 2008 - Present
BlueThread Technologies 2007 - January 2008
avanade September 2005 - May 2007
Skills
SharePoint, .NET, SSRS, Microsoft SQL Server, Microsoft Technologies, C#, ASP.NET, IIS, TFS, WCF, Microsoft Office..., T-SQL, SharePoint Designer, Software Development, Integration, XML, Architecture, Visual Studio, SQL Server, Web Development, Web Parts, InfoPath, Portals, ADO.NET, Enterprise Content..., Windows Azure, Office 365, Cloud-based
Education
University of Houston 2000 — 2005
Bachelor's Degree
Jennifer Tickle's Invesco Ltd. Experience 2005 - Present
Job Product Manager at Invesco Aim
Industry Financial Services
Experience
Invesco Aim 2005 - Present
Invesco Ltd. 2005 - Present
Invesco Aim Investments 1995 - Present
Education
University of Houston 1998 — 2002
MBA, Finance
The University of Texas at Austin 1991 — 1995
Invesco Aim 2005 - Present
Invesco Ltd. 2005 - Present
Invesco Aim Investments 1995 - Present
Education
University of Houston 1998 — 2002
MBA, Finance
The University of Texas at Austin 1991 — 1995
Shakeera Bennings's Invesco Ltd. Experience March 2010 - June 2013
Job State Income Tax Expert
Industry Accounting
Experience
PwC May 2015 - Present
Amazon July 2013 - April 2015
Invesco Ltd. March 2010 - June 2013
Wendy's Arby's Group January 2009 - March 2010
Deloitte Tax LLP May 2002 - October 2008
Andersen June 2000 - May 2002
Skills
State Tax, Tax, Tax Research, Tax Accounting, Tax Credits, Corporate Tax, Income Tax, Compliance, CPA
Education
University of Florida 1999 — 2000
M.A. International Business
University of Florida 1995 — 1999
B.S. of Accounting
PwC May 2015 - Present
Amazon July 2013 - April 2015
Invesco Ltd. March 2010 - June 2013
Wendy's Arby's Group January 2009 - March 2010
Deloitte Tax LLP May 2002 - October 2008
Andersen June 2000 - May 2002
Skills
State Tax, Tax, Tax Research, Tax Accounting, Tax Credits, Corporate Tax, Income Tax, Compliance, CPA
Education
University of Florida 1999 — 2000
M.A. International Business
University of Florida 1995 — 1999
B.S. of Accounting
Andrew Fritsch's Invesco Ltd. Experience 2010 - October 2012
Job Senior Compliance Officer at Invesco
Industry Financial Services
Experience
Invesco US March 2014 - Present
Invesco July 2012 - Present
Invesco Ltd. 2010 - October 2012
AIM Investments 2008 - 2010
INVESCO AIM 2006 - 2008
The Daily Cougar 2001 - 2003
Skills
Mutual Funds, Copywriting, Marketing Communications, Investments, Journalism, Financial Services, Editing, Marketing, Relationship Management, Microsoft Office, Market Research, Series 6, ETFs, Securities, FINRA, Series 7, Alternative Investments, Equities, Finance, Investment Management, Series 63, Due Diligence
Education
University of Houston 1999 — 2003
B.A., Advertising
Invesco US March 2014 - Present
Invesco July 2012 - Present
Invesco Ltd. 2010 - October 2012
AIM Investments 2008 - 2010
INVESCO AIM 2006 - 2008
The Daily Cougar 2001 - 2003
Skills
Mutual Funds, Copywriting, Marketing Communications, Investments, Journalism, Financial Services, Editing, Marketing, Relationship Management, Microsoft Office, Market Research, Series 6, ETFs, Securities, FINRA, Series 7, Alternative Investments, Equities, Finance, Investment Management, Series 63, Due Diligence
Education
University of Houston 1999 — 2003
B.A., Advertising
Darci Pearce's Invesco Ltd. Experience March 2012 - Present
Job Internal Sales Consultant
Industry Investment Management
Experience
Invesco Ltd. March 2012 - Present
INVESCO July 2007 - March 2012
AIM Investments April 2005 - June 2007
AIM Investments April 2002 - April 2005
AIM Investments August 2000 - April 2002
Skills
Series 6, Series 7, Series 63
Education
University of Houston 1995 — 2000
Bachelor of Arts (B.A.), History
Invesco Ltd. March 2012 - Present
INVESCO July 2007 - March 2012
AIM Investments April 2005 - June 2007
AIM Investments April 2002 - April 2005
AIM Investments August 2000 - April 2002
Skills
Series 6, Series 7, Series 63
Education
University of Houston 1995 — 2000
Bachelor of Arts (B.A.), History
Marc Sileo's Invesco Ltd. Experience June 2012 - April 2013
Job Assistant Vice President at The Blackstone Group/GSO Capital Partners
Industry Investment Management
Experience
The Blackstone Group / GSO Capital Partners April 2013 - Present
Invesco Ltd. June 2012 - April 2013
Strategic Value Partners 2006 - May 2012
UBS Investment Bank 2002 - 2006
Stanfield Capital Partners 2000 - 2002
Skills
Hedge Funds, Loans, Derivatives, Investment Banking, Fixed Income, Capital Markets, Asset Management, Securities, Bonds, Middle Office, Structured Products, Equities, Bloomberg, Alternative Investments
Education
University of Connecticut 1993 — 1997
Economics
The Blackstone Group / GSO Capital Partners April 2013 - Present
Invesco Ltd. June 2012 - April 2013
Strategic Value Partners 2006 - May 2012
UBS Investment Bank 2002 - 2006
Stanfield Capital Partners 2000 - 2002
Skills
Hedge Funds, Loans, Derivatives, Investment Banking, Fixed Income, Capital Markets, Asset Management, Securities, Bonds, Middle Office, Structured Products, Equities, Bloomberg, Alternative Investments
Education
University of Connecticut 1993 — 1997
Economics
John Haase, CIMA's Invesco Ltd. Experience June 2010 - December 2011
Job Head of Marketing at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments January 2012 - Present
Invesco Ltd. June 2010 - December 2011
Morgan Stanley June 2007 - June 2010
ING Investment Management August 2004 - June 2007
Safeco Mutual Funds 1998 - 2004
Skills
Investment Management, Certified Investment..., Product Management, Portfolio Marketing, Mutual Funds, Asset Managment, Investments, Asset Management, Due Diligence, Asset Allocation, Alternative Investments, Retirement, ETFs, Series 63, Series 7
Education
University of Arizona 1991 — 1994
BSBA, Marketing
Sentinel Investments January 2012 - Present
Invesco Ltd. June 2010 - December 2011
Morgan Stanley June 2007 - June 2010
ING Investment Management August 2004 - June 2007
Safeco Mutual Funds 1998 - 2004
Skills
Investment Management, Certified Investment..., Product Management, Portfolio Marketing, Mutual Funds, Asset Managment, Investments, Asset Management, Due Diligence, Asset Allocation, Alternative Investments, Retirement, ETFs, Series 63, Series 7
Education
University of Arizona 1991 — 1994
BSBA, Marketing
Marc Shmerling, CFA's Invesco Ltd. Experience July 2010 - Present
Job Equity Analyst at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. July 2010 - Present
Motorola May 2005 - July 2008
Motorola, 3G Product Development May 2005 - July 2008
Motorola Mobile Devices May 2005 - July 2008
Skills
Asset Management, Financial Analysis, Financial Modeling, Competitive Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA, Business Administration and Management, General
University of Michigan 1999 — 2005
Masters of science and engineering, Electrical Engineering
Invesco Ltd. July 2010 - Present
Motorola May 2005 - July 2008
Motorola, 3G Product Development May 2005 - July 2008
Motorola Mobile Devices May 2005 - July 2008
Skills
Asset Management, Financial Analysis, Financial Modeling, Competitive Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA, Business Administration and Management, General
University of Michigan 1999 — 2005
Masters of science and engineering, Electrical Engineering
Jeremy Koziol's Invesco Ltd. Experience February 2011 - Present
Job Senior Financial Analyst Paris at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. February 2011 - Present
INVESCO 2002 - Present
Education
University of Cincinnati 1999 — 2002
MA/MBA
University of Hartford 1995 — 1999
Invesco Ltd. February 2011 - Present
INVESCO 2002 - Present
Education
University of Cincinnati 1999 — 2002
MA/MBA
University of Hartford 1995 — 1999
Larry Wagner's Invesco Ltd. Experience July 1997 - October 1998
Job Senior Manager, Global BioScience Planning & Reporting at Baxter International Inc.
Industry Accounting
Experience
Baxter International Inc. September 2012 - Present
Baxter International Inc. January 2010 - Present
Baxter International Inc. November 2006 - January 2010
Baxter International Inc. February 2006 - November 2006
Baxter International Inc. January 2004 - February 2006
Nestle USA February 2001 - January 2004
Chef America April 2000 - February 2001
Chef America May 1999 - April 2000
Chef America October 1998 - May 1999
Invesco Ltd. July 1997 - October 1998
Skills
ERP, Six Sigma, Cost Accounting, Business Intelligence, Variance Analysis, Budgets, Accounting, Auditing, IT Strategy, Cognos, Finance, Management, JD Edwards, Manufacturing, Leadership, Consolidation, Business Strategy, Data Warehousing, Training, Logistics, Sarbanes-Oxley, Strategic Financial..., Hyperion Enterprise, Strategy, Project Management, Forecasting, Financial Analysis, Managerial Finance, Financial Accounting, Cash Flow, Strategic Planning, Business Process..., Financial Reporting, Financial Forecasting, Capital Budgeting, General Ledger, Pharmaceutical Industry, Data Analysis, Decision Support, Income Statement, P, Project Planning, Due Diligence, US GAAP, Sarbanes-Oxley Act, Financial Audits, Internal Controls, Acquisition Integration
Education
University of Denver 1992 — 1997
Master's degree, Accounting
University of Denver 1992 — 1997
Bachelor of Science (B.S.), Accounting
Baxter International Inc. September 2012 - Present
Baxter International Inc. January 2010 - Present
Baxter International Inc. November 2006 - January 2010
Baxter International Inc. February 2006 - November 2006
Baxter International Inc. January 2004 - February 2006
Nestle USA February 2001 - January 2004
Chef America April 2000 - February 2001
Chef America May 1999 - April 2000
Chef America October 1998 - May 1999
Invesco Ltd. July 1997 - October 1998
Skills
ERP, Six Sigma, Cost Accounting, Business Intelligence, Variance Analysis, Budgets, Accounting, Auditing, IT Strategy, Cognos, Finance, Management, JD Edwards, Manufacturing, Leadership, Consolidation, Business Strategy, Data Warehousing, Training, Logistics, Sarbanes-Oxley, Strategic Financial..., Hyperion Enterprise, Strategy, Project Management, Forecasting, Financial Analysis, Managerial Finance, Financial Accounting, Cash Flow, Strategic Planning, Business Process..., Financial Reporting, Financial Forecasting, Capital Budgeting, General Ledger, Pharmaceutical Industry, Data Analysis, Decision Support, Income Statement, P, Project Planning, Due Diligence, US GAAP, Sarbanes-Oxley Act, Financial Audits, Internal Controls, Acquisition Integration
Education
University of Denver 1992 — 1997
Master's degree, Accounting
University of Denver 1992 — 1997
Bachelor of Science (B.S.), Accounting
Chris Blackburn's Invesco Ltd. Experience 1997 - 2005
Job Financial Consultant at E*TRADE Financial Corporation
Industry Investment Management
Experience
E*TRADE Financial Corporation July 2014 - Present
Morgan Stanley February 2005 - June 2014
Invesco Ltd. 1997 - 2005
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Alternative Investments, Hedge Funds, Finance, Asset Management, Fixed Income, Mutual Funds, Investment Strategies, Series 7, Wealth Management, Bloomberg
Education
University of Houston
Bachelor of Business Administration (BBA), Finance, General
E*TRADE Financial Corporation July 2014 - Present
Morgan Stanley February 2005 - June 2014
Invesco Ltd. 1997 - 2005
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Alternative Investments, Hedge Funds, Finance, Asset Management, Fixed Income, Mutual Funds, Investment Strategies, Series 7, Wealth Management, Bloomberg
Education
University of Houston
Bachelor of Business Administration (BBA), Finance, General
Jeff Germany's Invesco Ltd. Experience June 2006 - Present
Job Real Estate Applications Team Lead
Industry Financial Services
Experience
Invesco Ltd. June 2006 - Present
Invesco Aim January 2001 - June 2006
AIM Investments 2001 - 2006
Skills
Project Management, Vendor Management, Business Analysis, IT Management, IT Strategy, Risk Management, Disaster Recovery, Trading Systems, Requirements Analysis, Asset Management, Market Data, ITIL, Portfolio Management, Software Project...
Education
University of Houston 1997 — 2000
MIS, Business Administration, Management Information Systems
Invesco Ltd. June 2006 - Present
Invesco Aim January 2001 - June 2006
AIM Investments 2001 - 2006
Skills
Project Management, Vendor Management, Business Analysis, IT Management, IT Strategy, Risk Management, Disaster Recovery, Trading Systems, Requirements Analysis, Asset Management, Market Data, ITIL, Portfolio Management, Software Project...
Education
University of Houston 1997 — 2000
MIS, Business Administration, Management Information Systems
Jeff Dieter's Invesco Ltd. Experience April 1996 - Present
Job Senior Portfolio Specialist at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. April 1996 - Present
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Separately Managed..., ETFs, Series 7
Education
University of Colorado Boulder
Invesco Ltd. April 1996 - Present
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Separately Managed..., ETFs, Series 7
Education
University of Colorado Boulder
Kirpatrick Slaughter's Invesco Ltd. Experience August 2010 - Present
Job Senior Analyst at Invesco
Industry Information Technology and Services
Experience
Invesco Ltd. August 2010 - Present
iSolutions Group August 2009 - 2012
BSES, Inc October 2007 - January 2010
Skills
Disaster Recovery, Business Analysis, SDLC, Asset Managment, Financial Services, Visio, Program Management, Information Technology, PMP, Asset Management, SharePoint, Requirements Analysis, ITIL, Portfolio Management, CRM, Process Improvement, Business Process..., Risk Management, Integration, Vendor Management, Management, Change Management, Project Management, IT Management, Project Portfolio..., IT Service Management, PMO, IT Strategy, Software Project..., IT Operations, Business Intelligence, Resource Management, Governance, Outsourcing, Data Center, Enterprise Architecture, Software Documentation, MS Project, Data Warehousing, Databases, Solution Architecture, Service Delivery, System Deployment, Cloud Computing
Education
Troy University 1993 — 1997
Bachelor of Applied Science (BASc), Computer and Information Sciences and Support Services
Troy University 1993 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General
Invesco Ltd. August 2010 - Present
iSolutions Group August 2009 - 2012
BSES, Inc October 2007 - January 2010
Skills
Disaster Recovery, Business Analysis, SDLC, Asset Managment, Financial Services, Visio, Program Management, Information Technology, PMP, Asset Management, SharePoint, Requirements Analysis, ITIL, Portfolio Management, CRM, Process Improvement, Business Process..., Risk Management, Integration, Vendor Management, Management, Change Management, Project Management, IT Management, Project Portfolio..., IT Service Management, PMO, IT Strategy, Software Project..., IT Operations, Business Intelligence, Resource Management, Governance, Outsourcing, Data Center, Enterprise Architecture, Software Documentation, MS Project, Data Warehousing, Databases, Solution Architecture, Service Delivery, System Deployment, Cloud Computing
Education
Troy University 1993 — 1997
Bachelor of Applied Science (BASc), Computer and Information Sciences and Support Services
Troy University 1993 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ian Carpe's Invesco Ltd. Experience March 2014 - Present
Job Asset Manager at Invesco Ltd.
Industry Real Estate
Experience
Invesco Ltd. March 2014 - Present
BlackRock June 2006 - March 2014
The White House January 2006 - June 2006
UC Berkeley Executive Campus Planning Committee October 2005 - May 2006
Berkeley Consulting September 2003 - May 2006
US Army Corps of Engineers March 2006 - April 2006
Pulte Homes May 2005 - August 2005
SunCal Companies May 2004 - January 2005
Century Housing May 2004 - August 2004
City of Irvine January 2000 - December 2003
Skills
Asset Management, Argus Modeling, Market Analysis, Budgeting, Forecasting, Real Estate Investment, Investment Management, Lease Negotiations, Landlord, Redevelopment, Appraisals, Underwriting, Dispositions, Problem Solving, Leases, Real Estate, Valuation, Land Acquisition, Financial Analysis, Risk Management, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Investment Properties, Research, Policy, Affordable Housing, Real Estate Private..., Due Diligence, Market Research, Disposition, Investments, Financial Modeling, Microsoft Excel, Alternative Investments, Private Equity, Property, Analysis, Industrial Buildings, Office Buildings, Apartments, Real Estate Financing, Brokerage, Mergers & Acquisitions, Real Estate Development, Finance, Corporate Real Estate, Property Management, Tenant, Lease Administration
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts, Political Science, City and Regional Planning, Public Policy
Woodbridge High School 1998 — 2002
Invesco Ltd. March 2014 - Present
BlackRock June 2006 - March 2014
The White House January 2006 - June 2006
UC Berkeley Executive Campus Planning Committee October 2005 - May 2006
Berkeley Consulting September 2003 - May 2006
US Army Corps of Engineers March 2006 - April 2006
Pulte Homes May 2005 - August 2005
SunCal Companies May 2004 - January 2005
Century Housing May 2004 - August 2004
City of Irvine January 2000 - December 2003
Skills
Asset Management, Argus Modeling, Market Analysis, Budgeting, Forecasting, Real Estate Investment, Investment Management, Lease Negotiations, Landlord, Redevelopment, Appraisals, Underwriting, Dispositions, Problem Solving, Leases, Real Estate, Valuation, Land Acquisition, Financial Analysis, Risk Management, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Investment Properties, Research, Policy, Affordable Housing, Real Estate Private..., Due Diligence, Market Research, Disposition, Investments, Financial Modeling, Microsoft Excel, Alternative Investments, Private Equity, Property, Analysis, Industrial Buildings, Office Buildings, Apartments, Real Estate Financing, Brokerage, Mergers & Acquisitions, Real Estate Development, Finance, Corporate Real Estate, Property Management, Tenant, Lease Administration
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts, Political Science, City and Regional Planning, Public Policy
Woodbridge High School 1998 — 2002
Cassi Snoek, PMP's Invesco Ltd. Experience July 2003 - Present
Job Project Manager
Industry Financial Services
Experience
Invesco Ltd. July 2003 - Present
Skills
Business Analysis, Project Management, SDLC, Vendor Management, Risk Management, Requirements Gathering, PMP, MS Project, Visio, PMO, Business Process..., Project Portfolio..., Microsoft Project, Mutual Funds, Financial Services, Process Improvement, Analysis
Education
The University of Texas at Austin 1994 — 1999
Invesco Ltd. July 2003 - Present
Skills
Business Analysis, Project Management, SDLC, Vendor Management, Risk Management, Requirements Gathering, PMP, MS Project, Visio, PMO, Business Process..., Project Portfolio..., Microsoft Project, Mutual Funds, Financial Services, Process Improvement, Analysis
Education
The University of Texas at Austin 1994 — 1999
Sandra Thomann's Invesco Ltd. Experience February 2014 - Present
Job
Industry Investment Management
Experience
Invesco Ltd. February 2014 - Present
Invesco Ltd. February 2012 - February 2014
Invesco Ltd. July 2010 - February 2012
Ministre de l'Education Nationale October 2009 - May 2010
Merrill Lynch December 2008 - May 2009
Dominion June 2008 - August 2008
Skills
Morningstar Direct, Lipper, Zephyr Style Advisor, Microsoft Office, Bloomberg Terminal, Asset Managment, Series 6, Mutual Funds, Institutional..., Morningstar, Competitive Analysis, Asset Management, Equities, Alternative Investments
Education
University of Richmond - Robins School of Business 2005 — 2009
Bachelor of Science, Business Administration
Université Paris Dauphine 2008 — 2008
Economics
The Lovett School 2001 — 2005
Invesco Ltd. February 2014 - Present
Invesco Ltd. February 2012 - February 2014
Invesco Ltd. July 2010 - February 2012
Ministre de l'Education Nationale October 2009 - May 2010
Merrill Lynch December 2008 - May 2009
Dominion June 2008 - August 2008
Skills
Morningstar Direct, Lipper, Zephyr Style Advisor, Microsoft Office, Bloomberg Terminal, Asset Managment, Series 6, Mutual Funds, Institutional..., Morningstar, Competitive Analysis, Asset Management, Equities, Alternative Investments
Education
University of Richmond - Robins School of Business 2005 — 2009
Bachelor of Science, Business Administration
Université Paris Dauphine 2008 — 2008
Economics
The Lovett School 2001 — 2005
Zeenat Shah's Invesco Ltd. Experience June 2010 - Present
Job Unit Coordinator at Morgan Stanley
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley January 2000 - June 2010
Education
University of Houston 1995 — 1999
Invesco Ltd. June 2010 - Present
Morgan Stanley January 2000 - June 2010
Education
University of Houston 1995 — 1999
Tia Tolliver's Invesco Ltd. Experience April 2015 - Present
Job Administration at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. April 2015 - Present
Expeditors International April 2004 - April 2015
Expeditors International April 2004 - April 2015
Skills
Logistics, Logistics Management, 3PL, Transportation, Supply Chain, Supply Chain Management, Warehousing, Operations Management, Inventory Management, Process Improvement, Continuous Improvement, Contract Management, Negotiation
Education
University of Alabama 1999 — 2004
Bachelor of Science (BS), Marketing
Invesco Ltd. April 2015 - Present
Expeditors International April 2004 - April 2015
Expeditors International April 2004 - April 2015
Skills
Logistics, Logistics Management, 3PL, Transportation, Supply Chain, Supply Chain Management, Warehousing, Operations Management, Inventory Management, Process Improvement, Continuous Improvement, Contract Management, Negotiation
Education
University of Alabama 1999 — 2004
Bachelor of Science (BS), Marketing
Geossie Pasuquin's Invesco Ltd. Experience November 2004 - Present
Job Internal Sales Consultant at Invesco
Industry Financial Services
Experience
Invesco Ltd. November 2004 - Present
AIM Investments June 2000 - October 2004
Skills
Series 7, Management, Sales, Mutual Funds, Alternative Investments, Investments, Asset Allocation, Series 63, Investment Strategies
Education
University of Houston, C.T. Bauer College of Business 1992 — 1996
Invesco Ltd. November 2004 - Present
AIM Investments June 2000 - October 2004
Skills
Series 7, Management, Sales, Mutual Funds, Alternative Investments, Investments, Asset Allocation, Series 63, Investment Strategies
Education
University of Houston, C.T. Bauer College of Business 1992 — 1996
Suesan Pruitt's Invesco Ltd. Experience June 1999 - Present
Job Senior Trader at Invesco
Industry Financial Services
Experience
Invesco Ltd. June 1999 - Present
VanKampen 1999 - 2010
Skills
Equities, Bloomberg, Hedge Funds, Trading, Electronic Trading, Equity Trading, Stock Trading, Series 6, Series 7, series 55
Education
University of Houston 1997 — 2005
Invesco Ltd. June 1999 - Present
VanKampen 1999 - 2010
Skills
Equities, Bloomberg, Hedge Funds, Trading, Electronic Trading, Equity Trading, Stock Trading, Series 6, Series 7, series 55
Education
University of Houston 1997 — 2005
Troy Pilgreen's Invesco Ltd. Experience 1997 - Present
Job Vice President at Invesco Aim
Industry Financial Services
Experience
Invesco Ltd. 1997 - Present
Education
University of Houston, C.T. Bauer College of Business 1998 — 2000
MBA, Finance
University of Houston, C.T. Bauer College of Business
BBA, Finance, Electrical Engineering
University of Houston
Invesco Ltd. 1997 - Present
Education
University of Houston, C.T. Bauer College of Business 1998 — 2000
MBA, Finance
University of Houston, C.T. Bauer College of Business
BBA, Finance, Electrical Engineering
University of Houston
Jonathan O'Brien's Invesco Ltd. Experience April 1996 - July 1999
Job Chief Financial Officer at Proskauer Rose LLP
Industry Law Practice
Experience
Proskauer Rose LLP September 2015 - Present
LumiFi January 2015 - August 2015
The Boston Consulting Group January 2011 - December 2014
Fidelity Worldwide Investment August 1999 - December 2010
Invesco Ltd. April 1996 - July 1999
Coopers & Lybrand September 1995 - April 1996
KPMG UK September 1990 - June 1995
Skills
Asset Managment, Mutual Funds, Internal Controls, SAS70, Investments, Capital Markets, Venture Capital, Asset Management, Corporate Finance, Private Equity, Due Diligence, Financial Services, Valuation, Finance, Financial Modeling, Investment Management, Emerging Markets, Hedge Funds, Investment Banking, Mergers & Acquisitions, Management
Education
Institute of Chartered Accountants in England and Wales 1990 — 1994
Chartered Accountant, FCA
University of Exeter 1986 — 1990
Bachelor of Arts (BA), Economics and Politics
Proskauer Rose LLP September 2015 - Present
LumiFi January 2015 - August 2015
The Boston Consulting Group January 2011 - December 2014
Fidelity Worldwide Investment August 1999 - December 2010
Invesco Ltd. April 1996 - July 1999
Coopers & Lybrand September 1995 - April 1996
KPMG UK September 1990 - June 1995
Skills
Asset Managment, Mutual Funds, Internal Controls, SAS70, Investments, Capital Markets, Venture Capital, Asset Management, Corporate Finance, Private Equity, Due Diligence, Financial Services, Valuation, Finance, Financial Modeling, Investment Management, Emerging Markets, Hedge Funds, Investment Banking, Mergers & Acquisitions, Management
Education
Institute of Chartered Accountants in England and Wales 1990 — 1994
Chartered Accountant, FCA
University of Exeter 1986 — 1990
Bachelor of Arts (BA), Economics and Politics
Leslie Fletcher's Invesco Ltd. Experience February 2014 - Present
Job Chief Administrative Officer, Legal and Compliance
Industry Financial Services
Experience
Invesco Ltd. February 2014 - Present
Inveso Ltd 2006 - February 2014
Invesco Ltd. January 1999 - June 2005
Nations Healthcare September 1993 - December 1998
KPMG January 1989 - August 1993
Skills
401k, Accounting, Alternative Investments, Asset Management, Asset Managment, CPA, Due Diligence, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Investments, Mergers, Mutual Funds, Strategic Financial...
Education
University of Georgia - Terry College of Business 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting
Invesco Ltd. February 2014 - Present
Inveso Ltd 2006 - February 2014
Invesco Ltd. January 1999 - June 2005
Nations Healthcare September 1993 - December 1998
KPMG January 1989 - August 1993
Skills
401k, Accounting, Alternative Investments, Asset Management, Asset Managment, CPA, Due Diligence, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Investments, Mergers, Mutual Funds, Strategic Financial...
Education
University of Georgia - Terry College of Business 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting
Emily Brody's Invesco Ltd. Experience June 2010 - June 2013
Job Vice President, Private Wealth Management Client Marketing, Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2013 - Present
Invesco Ltd. June 2010 - June 2013
Morgan Stanley Investment Management January 2005 - May 2010
Dreyfus March 1997 - December 2004
Oppenheimer Capital August 1994 - February 1997
Skills
Product Marketing, Series 7, Marketing Strategy, Series 63, Direct Mail, Product Management
Education
University at Albany, SUNY 1990 — 1994
BS, Magna Cum Laude, Business Administration – Finance/Marketing
Deutsche Bank July 2013 - Present
Invesco Ltd. June 2010 - June 2013
Morgan Stanley Investment Management January 2005 - May 2010
Dreyfus March 1997 - December 2004
Oppenheimer Capital August 1994 - February 1997
Skills
Product Marketing, Series 7, Marketing Strategy, Series 63, Direct Mail, Product Management
Education
University at Albany, SUNY 1990 — 1994
BS, Magna Cum Laude, Business Administration – Finance/Marketing
Gisele Maragos's Invesco Ltd. Experience October 2006 - Present
Job Regulatory Services Sr. Analyst at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. October 2006 - Present
Education
University of Houston, C.T. Bauer College of Business
Marketing, Business, Management, Marketing
Invesco Ltd. October 2006 - Present
Education
University of Houston, C.T. Bauer College of Business
Marketing, Business, Management, Marketing
Rob Swofford's Invesco Ltd. Experience July 2004 - Present
Job Data Center Management at Invesco
Industry Information Technology and Services
Experience
Invesco Ltd. July 2004 - Present
Skills
SQL, Disaster Recovery, Integration, ITIL, Microsoft SQL Server, Cisco IOS, Enterprise Storage, Data Center Management, Telecommunication..., Data Center Power..., Data Center Cooling, Data Center Cable Plant..., Data Center..., Data Center Fire..., Data Center Access..., Servers, .NET, Cloud Computing, Data Center, Software Development, Business Intelligence, Microsoft Exchange, Project Portfolio..., Infrastructure, Testing, Project Management, System Deployment, VoIP, Infrastructure..., Vendor Management, Troubleshooting, Telephony, Security, Virtualization, IP, Process Improvement, Telecommunications, Citrix, VMware, SharePoint, Program Management, Solaris, Active Directory, Enterprise Software, Team Leadership
Education
The University of Texas at Austin
Bachelor's Degree
Invesco Ltd. July 2004 - Present
Skills
SQL, Disaster Recovery, Integration, ITIL, Microsoft SQL Server, Cisco IOS, Enterprise Storage, Data Center Management, Telecommunication..., Data Center Power..., Data Center Cooling, Data Center Cable Plant..., Data Center..., Data Center Fire..., Data Center Access..., Servers, .NET, Cloud Computing, Data Center, Software Development, Business Intelligence, Microsoft Exchange, Project Portfolio..., Infrastructure, Testing, Project Management, System Deployment, VoIP, Infrastructure..., Vendor Management, Troubleshooting, Telephony, Security, Virtualization, IP, Process Improvement, Telecommunications, Citrix, VMware, SharePoint, Program Management, Solaris, Active Directory, Enterprise Software, Team Leadership
Education
The University of Texas at Austin
Bachelor's Degree
Chadd Baugher's Invesco Ltd. Experience October 1996 - May 2005
Job Sales Manager at Great American Financial Resources
Industry Financial Services
Experience
Great American Insurance April 2010 - Present
Genworth Financial 2006 - 2009
Sunlife Financial June 2005 - July 2006
Invesco Ltd. October 1996 - May 2005
Education
University of Houston 1994 — 1999
BS, Industrial Distribution
Great American Insurance April 2010 - Present
Genworth Financial 2006 - 2009
Sunlife Financial June 2005 - July 2006
Invesco Ltd. October 1996 - May 2005
Education
University of Houston 1994 — 1999
BS, Industrial Distribution
Ivy McLemore's Invesco Ltd. Experience 2004 - 2012
Job Director of Intermediary Communications at Guggenheim Partners
Industry Public Relations and Communications
Experience
Guggenheim Partners August 2014 - Present
Ivy McLemore & Associates, LLC November 2012 - August 2014
Invesco Ltd. 2004 - 2012
AIM Investments 1999 - 2004
AIM Funds 1993 - 1999
The Houston Post 1979 - 1993
The Associated Press 1974 - 1979
Skills
Advertising Management, Corporate Marketing, Event Management, Strategic Media..., Internal Communications, Presentation Coaching, Shareholder Relations, Hedge Funds, Equities, Speech Writing, Strategic Communications, Mutual Funds, Written Communication, Asset Allocation, Crisis Communications, Investments, Investment Strategies, Series 6, Alternative Investments, FINRA, ETFs, Investment Management, Marketing, Brand Development, Shareholder, Media Relations, Publications, Public Relations, Newsletters, Public Affairs, Communication Training, Advertising, Strategy, Investor Relations, Spokesperson, Thought Leadership, Copy Editing, Communications Planning, Editing, Publicity, Corporate Communications, Creative Direction, Press Releases, Content Development, Financial Communications, Journalism, Web Content, Message Development, Copywriting, Integrated Marketing
Education
University of Houston 1975 — 1979
Bachelor of Arts (BA), Journalism
University of Houston 1975 — 1979
Bachelor of Arts (B.A.), Journalism
Guggenheim Partners August 2014 - Present
Ivy McLemore & Associates, LLC November 2012 - August 2014
Invesco Ltd. 2004 - 2012
AIM Investments 1999 - 2004
AIM Funds 1993 - 1999
The Houston Post 1979 - 1993
The Associated Press 1974 - 1979
Skills
Advertising Management, Corporate Marketing, Event Management, Strategic Media..., Internal Communications, Presentation Coaching, Shareholder Relations, Hedge Funds, Equities, Speech Writing, Strategic Communications, Mutual Funds, Written Communication, Asset Allocation, Crisis Communications, Investments, Investment Strategies, Series 6, Alternative Investments, FINRA, ETFs, Investment Management, Marketing, Brand Development, Shareholder, Media Relations, Publications, Public Relations, Newsletters, Public Affairs, Communication Training, Advertising, Strategy, Investor Relations, Spokesperson, Thought Leadership, Copy Editing, Communications Planning, Editing, Publicity, Corporate Communications, Creative Direction, Press Releases, Content Development, Financial Communications, Journalism, Web Content, Message Development, Copywriting, Integrated Marketing
Education
University of Houston 1975 — 1979
Bachelor of Arts (BA), Journalism
University of Houston 1975 — 1979
Bachelor of Arts (B.A.), Journalism
Brian Markey's Invesco Ltd. Experience 2004 - 2007
Job AVP National Sales at Cavanal Hill Investment Management
Industry Financial Services
Experience
Cavanal Hill Investment Management June 2009 - Present
Allstate Financial June 2007 - March 2009
Invesco Ltd. 2004 - 2007
Guaranty Bank 2001 - 2004
Van Kampen 1998 - 2001
Van Kampen Investments 1996 - 1998
Education
The University of Texas at Austin 1988 — 1991
Bachelors, English
Cavanal Hill Investment Management June 2009 - Present
Allstate Financial June 2007 - March 2009
Invesco Ltd. 2004 - 2007
Guaranty Bank 2001 - 2004
Van Kampen 1998 - 2001
Van Kampen Investments 1996 - 1998
Education
The University of Texas at Austin 1988 — 1991
Bachelors, English
Michael Foy's Invesco Ltd. Experience July 2009 - Present
Job at Invesco Ltd.
Industry Accounting
Experience
Invesco Ltd. July 2009 - Present
PricewaterhouseCoopers 1997 - June 2009
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP 1995 - 1996
Education
University of Florida
Invesco Ltd. July 2009 - Present
PricewaterhouseCoopers 1997 - June 2009
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP 1995 - 1996
Education
University of Florida
Chris McMeans's Invesco Ltd. Experience August 2008 - Present
Job Senior Equity Analyst at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. August 2008 - Present
Lighthouse Capital Management September 2006 - June 2008
Van Kampen Investments January 1999 - September 2006
Skills
Equity Research, Asset Management, Portfolio Management, Hedge Funds, Equities
Education
University of Houston 2003 — 2006
Masters, Business Administration
The University of Texas at Austin 1995 — 1998
Bachelor, Economics
Invesco Ltd. August 2008 - Present
Lighthouse Capital Management September 2006 - June 2008
Van Kampen Investments January 1999 - September 2006
Skills
Equity Research, Asset Management, Portfolio Management, Hedge Funds, Equities
Education
University of Houston 2003 — 2006
Masters, Business Administration
The University of Texas at Austin 1995 — 1998
Bachelor, Economics
Dave Gluch , CFA's Invesco Ltd. Experience 2012 - Present
Job Client Portfolio Manager
Industry Investment Management
Experience
Invesco Aim 2012 - Present
Invesco Ltd. 2012 - Present
Education
The University of Texas at Austin 1987 — 1991
BBA, Finance
Invesco Aim 2012 - Present
Invesco Ltd. 2012 - Present
Education
The University of Texas at Austin 1987 — 1991
BBA, Finance
Brenda Horton's Invesco Ltd. Experience June 2000 - December 2008
Job Financial Operations Specialist
Industry Investment Banking
Experience
Bank of America March 2010 - Present
Invesco Ltd. June 2000 - December 2008
UAB May 1998 - June 2000
Regions Bank 1987 - 1994
Skills
Typing, Office Administration, Administrative..., Microsoft Word, Microsoft Excel, Microsoft Office, Trading Systems, Accounts Payable, Accounts Receivable, Retail Banking, Teller Operations, Data Entry, Event Planning, Staff Supervision, System Monitoring, Medical Terminology, Human Resources, Banking, Accounting, Finance, Filing, Office Management, Travel Arrangements, Loans, Time Management, Invoicing, Outlook, Trading, Account Reconciliation, 10 Key, Teamwork, Call Centers, Expenses, Cash Management, Microsoft Office 2007
Education
Jefferson State Jr College
Business Management
University of Alabama at Birmingham
Business Management
Bank of America March 2010 - Present
Invesco Ltd. June 2000 - December 2008
UAB May 1998 - June 2000
Regions Bank 1987 - 1994
Skills
Typing, Office Administration, Administrative..., Microsoft Word, Microsoft Excel, Microsoft Office, Trading Systems, Accounts Payable, Accounts Receivable, Retail Banking, Teller Operations, Data Entry, Event Planning, Staff Supervision, System Monitoring, Medical Terminology, Human Resources, Banking, Accounting, Finance, Filing, Office Management, Travel Arrangements, Loans, Time Management, Invoicing, Outlook, Trading, Account Reconciliation, 10 Key, Teamwork, Call Centers, Expenses, Cash Management, Microsoft Office 2007
Education
Jefferson State Jr College
Business Management
University of Alabama at Birmingham
Business Management
Quy Ngo's Invesco Ltd. Experience June 2005 - March 2009
Job Software Developer
Industry Information Technology and Services
Experience
Harris County March 2009 - Present
Houston Dynamo 2011 - Present
Invesco Ltd. June 2005 - March 2009
Skills
Xcode, Microsoft Dynamics, Visual Studio, Visual C#, .NET, Microsoft SQL Server, SQL, JavaScript, SSRS, Microsoft Reporting..., Microsoft CRM, Siebel
Education
University of Houston 2003 — 2005
B.S, Computer Engineering
University of St. Thomas (TX) 1999 — 2002
B.A, Mathematics
Harris County March 2009 - Present
Houston Dynamo 2011 - Present
Invesco Ltd. June 2005 - March 2009
Skills
Xcode, Microsoft Dynamics, Visual Studio, Visual C#, .NET, Microsoft SQL Server, SQL, JavaScript, SSRS, Microsoft Reporting..., Microsoft CRM, Siebel
Education
University of Houston 2003 — 2005
B.S, Computer Engineering
University of St. Thomas (TX) 1999 — 2002
B.A, Mathematics
Davis Paddock's Invesco Ltd. Experience July 2001 - Present
Job Senior Equity Analyst at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. July 2001 - Present
Ocean Energy September 1996 - March 1999
Merrill Lynch 1994 - 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
MBA, Finance
Invesco Ltd. July 2001 - Present
Ocean Energy September 1996 - March 1999
Merrill Lynch 1994 - 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
MBA, Finance
Billy O'Neil's Invesco Ltd. Experience May 2003 - April 2008
Job Vice President at Simmons & Company International
Industry Investment Banking
Experience
Simmons & Company International August 2014 - Present
Simmons & Company International August 2012 - August 2014
Citi February 2011 - August 2012
Brasada Capital Management June 2009 - August 2009
Invesco Ltd. May 2003 - April 2008
Education
The University of Texas at Austin 2008 — 2010
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
Simmons & Company International August 2014 - Present
Simmons & Company International August 2012 - August 2014
Citi February 2011 - August 2012
Brasada Capital Management June 2009 - August 2009
Invesco Ltd. May 2003 - April 2008
Education
The University of Texas at Austin 2008 — 2010
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
Dixie Green's Invesco Ltd. Experience July 2000 - Present
Job Wholesale Vice President
Industry Financial Services
Experience
Invesco Ltd. July 2000 - Present
Skills
Wholesale, Asset Management, Series 6, Fixed Annuities, IRAs, Separately Managed..., Mutual Funds, Series 7, 401k, Wealth Management, Investments, Investment Advisory, Asset Allocation, ETFs, Alternative Investments, Series 63, Strategic Financial..., Retirement, Retirement Planning, Securities, Series 24, Asset Managment, Life Insurance, Investment Strategies, Financial Advisory, Series 65, Risk Management, Hedge Funds, Relationship Management, Insurance, Defined Contribution, Fixed Income, Uniform Combined State..., Estate Planning, FINRA, Investment Management, Financial Analysis, Bloomberg, Trading, Long-term Care, Portfolio Management, Equity Research, Variable Annuities, Equities, Private Equity, Pensions, Financial Services
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Accounting and Finance
Invesco Ltd. July 2000 - Present
Skills
Wholesale, Asset Management, Series 6, Fixed Annuities, IRAs, Separately Managed..., Mutual Funds, Series 7, 401k, Wealth Management, Investments, Investment Advisory, Asset Allocation, ETFs, Alternative Investments, Series 63, Strategic Financial..., Retirement, Retirement Planning, Securities, Series 24, Asset Managment, Life Insurance, Investment Strategies, Financial Advisory, Series 65, Risk Management, Hedge Funds, Relationship Management, Insurance, Defined Contribution, Fixed Income, Uniform Combined State..., Estate Planning, FINRA, Investment Management, Financial Analysis, Bloomberg, Trading, Long-term Care, Portfolio Management, Equity Research, Variable Annuities, Equities, Private Equity, Pensions, Financial Services
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Accounting and Finance
Scott Hisamoto's Invesco Ltd. Experience 1996 - 2005
Job Director Sales
Industry Financial Services
Experience
Charles Schwab January 2012 - Present
Charles Schwab September 2008 - December 2011
Merrill Lynch 2005 - 2008
Invesco Ltd. 1996 - 2005
Education
University of Colorado Boulder
Charles Schwab January 2012 - Present
Charles Schwab September 2008 - December 2011
Merrill Lynch 2005 - 2008
Invesco Ltd. 1996 - 2005
Education
University of Colorado Boulder
David Shupp's Invesco Ltd. Experience September 1997 - Present
Job Senior Developer at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. September 1997 - Present
Rockwell Space Operations Company October 1987 - August 1997
McDonnel Douglas March 1985 - October 1987
Skills
Unix, Visual Basic, Programming, C
Education
The University of Texas at Austin 1976 — 1982
BS, Aerospace Engineering
Invesco Ltd. September 1997 - Present
Rockwell Space Operations Company October 1987 - August 1997
McDonnel Douglas March 1985 - October 1987
Skills
Unix, Visual Basic, Programming, C
Education
The University of Texas at Austin 1976 — 1982
BS, Aerospace Engineering
Pei Weng's Invesco Ltd. Experience July 2000 - Present
Job Senior Risk Analyst at Invesco Advisors
Industry Financial Services
Experience
Invesco Ltd. July 2000 - Present
Bank of America Capital Management September 1993 - June 2000
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA, Management
Washington University in St. Louis 1991 — 1993
Masters in Science, Computer Science
Tsinghua University 1984 — 1989
Bachelor of Engineering, Industrial Automation
Invesco Ltd. July 2000 - Present
Bank of America Capital Management September 1993 - June 2000
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA, Management
Washington University in St. Louis 1991 — 1993
Masters in Science, Computer Science
Tsinghua University 1984 — 1989
Bachelor of Engineering, Industrial Automation
John Segner's Invesco Ltd. Experience February 1997 - January 2009
Job Private Investor
Industry Investment Management
Experience
Private Investor January 2009 - Present
Invesco Ltd. February 1997 - January 2009
Skills
Asset Managment, Portfolio Management, Investments, Alternative Investments, Equities, Wealth Management, Risk Management, Mutual Funds, Valuation, Asset Management, Capital Markets, Investment Strategies, Fixed Income, Hedge Funds, Series 7, Investment Management
Education
The University of Texas at Austin
MBA, Finance
University of Alabama
BS, Civil Engineering
Private Investor January 2009 - Present
Invesco Ltd. February 1997 - January 2009
Skills
Asset Managment, Portfolio Management, Investments, Alternative Investments, Equities, Wealth Management, Risk Management, Mutual Funds, Valuation, Asset Management, Capital Markets, Investment Strategies, Fixed Income, Hedge Funds, Series 7, Investment Management
Education
The University of Texas at Austin
MBA, Finance
University of Alabama
BS, Civil Engineering
Doug Gooding's Invesco Ltd. Experience October 2002 - Present
Job Managing Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. October 2002 - Present
Franklin Templeton Investments 1998 - 2002
Gartmore Global Partners 1996 - 1998
Education
The University of Texas at Austin 1980 — 1982
Invesco Ltd. October 2002 - Present
Franklin Templeton Investments 1998 - 2002
Gartmore Global Partners 1996 - 1998
Education
The University of Texas at Austin 1980 — 1982
Rod Canion's Invesco Ltd. Experience 1993 - Present
Job Director at Invesco Ltd.
Industry Internet
Experience
Encore Health Resources 2010 - Present
ChaCha 2004 - Present
Invesco Ltd. 1993 - Present
Auditude 2007 - February 2011
Questia Media 1999 - 2010
Insource Technology 1992 - 2006
Compaq Computer Corporation 1982 - 1991
Texas Instruments 1968 - 1981
Skills
Storytelling, Start-ups, Cross-functional Team..., Strategy, Leadership, Product Management, Contract Negotiation, Program Management, Venture Capital, Competitive Analysis, Strategic Partnerships, Product Development, Product Marketing, Business Strategy, Business Development, Integration, Project Management, Team Leadership, Books, Executive Management, Outsourcing, Cloud Computing, Strategic Planning, Business Analysis, Vendor Management, IT Strategy, New Business Development, Go-to-market Strategy, Entrepreneurship, Negotiation, Management, Mergers & Acquisitions, Financial Modeling, Change Management, Process Improvement, Marketing Strategy, Enterprise Software, Business Intelligence, SaaS, Data Center, Business Process..., Management Consulting, Access
Education
University of Houston 1962 — 1968
Master of Science, Electrical and Electronics Engineering
Encore Health Resources 2010 - Present
ChaCha 2004 - Present
Invesco Ltd. 1993 - Present
Auditude 2007 - February 2011
Questia Media 1999 - 2010
Insource Technology 1992 - 2006
Compaq Computer Corporation 1982 - 1991
Texas Instruments 1968 - 1981
Skills
Storytelling, Start-ups, Cross-functional Team..., Strategy, Leadership, Product Management, Contract Negotiation, Program Management, Venture Capital, Competitive Analysis, Strategic Partnerships, Product Development, Product Marketing, Business Strategy, Business Development, Integration, Project Management, Team Leadership, Books, Executive Management, Outsourcing, Cloud Computing, Strategic Planning, Business Analysis, Vendor Management, IT Strategy, New Business Development, Go-to-market Strategy, Entrepreneurship, Negotiation, Management, Mergers & Acquisitions, Financial Modeling, Change Management, Process Improvement, Marketing Strategy, Enterprise Software, Business Intelligence, SaaS, Data Center, Business Process..., Management Consulting, Access
Education
University of Houston 1962 — 1968
Master of Science, Electrical and Electronics Engineering
Canon Coleman's Invesco Ltd. Experience 1999 - Present
Job Senior Portfolio Manager, Invesco Small Cap Value
Industry Investment Management
Experience
Invesco Ltd. 1999 - Present
Invesco Ltd. November 2006 - June 2010
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
University of Florida 1992 — 1993
MS, Accounting
University of Florida 1986 — 1990
BS, Accounting
Invesco Ltd. 1999 - Present
Invesco Ltd. November 2006 - June 2010
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
University of Florida 1992 — 1993
MS, Accounting
University of Florida 1986 — 1990
BS, Accounting
Vincent Wei, CPA's Invesco Ltd. Experience March 2014 - Present
Job Sr. Fund Tax Accountant
Industry Accounting
Experience
Invesco Ltd. March 2014 - Present
Invesco Ltd. March 2010 - February 2014
GLO CPAs LLLP April 2008 - January 2010
Foxconn NSGT October 2007 - February 2008
Skills
Account Reconciliation, QuickBooks, Accounts Receivable, Microsoft Excel, Bookkeeping, Payroll, Financial Planners, SAP, Microsoft Word, Microsoft Office, Customer Service, Accounting Applications, Auditing, SEC filings
Education
University of Houston 2008 — 2009
Master Science, Accounting
University of Houston 2003 — 2009
Bachelor of Business Administration, Accounting
Invesco Ltd. March 2014 - Present
Invesco Ltd. March 2010 - February 2014
GLO CPAs LLLP April 2008 - January 2010
Foxconn NSGT October 2007 - February 2008
Skills
Account Reconciliation, QuickBooks, Accounts Receivable, Microsoft Excel, Bookkeeping, Payroll, Financial Planners, SAP, Microsoft Word, Microsoft Office, Customer Service, Accounting Applications, Auditing, SEC filings
Education
University of Houston 2008 — 2009
Master Science, Accounting
University of Houston 2003 — 2009
Bachelor of Business Administration, Accounting
Keith Pinchbeck's Invesco Ltd. Experience April 2005 - Present
Job Senior Tax Analyst at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. April 2005 - Present
Invesco Ltd. October 2000 - April 2005
Office Depot 1990 - 2000
Skills
Mutual Funds, Microsoft Excel, Outlook, Microsoft Word, Series 6, Customer Service, Sales, Tax, Management
Education
University of Houston 1984 — 1990
Bachelor of Arts, Journalism '90
Invesco Ltd. April 2005 - Present
Invesco Ltd. October 2000 - April 2005
Office Depot 1990 - 2000
Skills
Mutual Funds, Microsoft Excel, Outlook, Microsoft Word, Series 6, Customer Service, Sales, Tax, Management
Education
University of Houston 1984 — 1990
Bachelor of Arts, Journalism '90
Tom Gerhardt's Invesco Ltd. Experience 1999 - March 2014
Job Business Development
Industry Staffing and Recruiting
Experience
STAT Source, Inc. October 2014 - Present
1P410 Sports Ventures, LLC. September 2014 - Present
Cy-Hope June 2013 - December 2014
Impact Sports Complex May 2013 - September 2014
Invesco Ltd. 1999 - March 2014
The Briarwood School January 1997 - December 1999
AIM Investments June 1992 - February 1996
Skills
Corporate Development, Sports Management, Investments, Alternative Investments, Sports Coaching, Investment Management, Investment Strategies, Mutual Funds, Asset Management, Portfolio Management, Asset Allocation, Equities, Bloomberg, Series 7, Securities, Hedge Funds, Wealth Management, Fixed Income
Education
University of St. Thomas (TX) 1999 — 2001
MBA, Finance
Trinity University 1987 — 1991
Bachelor of Arts (B.A.), Communication and Media Studies
Stratford High School 1983 — 1987
High School
STAT Source, Inc. October 2014 - Present
1P410 Sports Ventures, LLC. September 2014 - Present
Cy-Hope June 2013 - December 2014
Impact Sports Complex May 2013 - September 2014
Invesco Ltd. 1999 - March 2014
The Briarwood School January 1997 - December 1999
AIM Investments June 1992 - February 1996
Skills
Corporate Development, Sports Management, Investments, Alternative Investments, Sports Coaching, Investment Management, Investment Strategies, Mutual Funds, Asset Management, Portfolio Management, Asset Allocation, Equities, Bloomberg, Series 7, Securities, Hedge Funds, Wealth Management, Fixed Income
Education
University of St. Thomas (TX) 1999 — 2001
MBA, Finance
Trinity University 1987 — 1991
Bachelor of Arts (B.A.), Communication and Media Studies
Stratford High School 1983 — 1987
High School
Jennifer Pettine's Invesco Ltd. Experience April 2007 - Present
Job Senior Event Planner at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. April 2007 - Present
Baylor College of Medicine October 2005 - August 2006
Skills
Event Planning, Budgets, Customer Service, Event Management, Events, Marketing, Sponsorship Programs
Education
University of Houston 2000 — 2005
Bachelors of Science, Hotel & Restaurant Management
Invesco Ltd. April 2007 - Present
Baylor College of Medicine October 2005 - August 2006
Skills
Event Planning, Budgets, Customer Service, Event Management, Events, Marketing, Sponsorship Programs
Education
University of Houston 2000 — 2005
Bachelors of Science, Hotel & Restaurant Management
Julian Zagars's Invesco Ltd. Experience November 2005 - Present
Job Product Strategy Manager at Invesco Aim
Industry Financial Services
Experience
Invesco Ltd. November 2005 - Present
Invesco Ltd. September 2002 - November 2005
Invesco Ltd. September 2001 - August 2002
Invesco Ltd. September 1998 - August 2001
Education
University of Houston, C.T. Bauer College of Business 2004 — 2006
MBA
University of St. Thomas (TX) 1994 — 1998
BBA, Business Administration
Invesco Ltd. November 2005 - Present
Invesco Ltd. September 2002 - November 2005
Invesco Ltd. September 2001 - August 2002
Invesco Ltd. September 1998 - August 2001
Education
University of Houston, C.T. Bauer College of Business 2004 — 2006
MBA
University of St. Thomas (TX) 1994 — 1998
BBA, Business Administration
Chandra Davis Steward's Invesco Ltd. Experience March 2004 - September 2012
Job
Industry
Experience
Invesco 2012 - Present
Invesco Ltd. March 2004 - September 2012
Skills
ITIL
Education
University of Houston 1988 — 1995
Bachelor of Science (BS), Information Technology
Charles H. Milby High School
Invesco 2012 - Present
Invesco Ltd. March 2004 - September 2012
Skills
ITIL
Education
University of Houston 1988 — 1995
Bachelor of Science (BS), Information Technology
Charles H. Milby High School
Geoff Keeling, CFA's Invesco Ltd. Experience June 1995 - June 2010
Job Investment Consultant at NFP Retirement
Industry Investment Management
Experience
NFP Retirement November 2014 - Present
Twinhawk Capital November 2010 - 2012
Invesco Ltd. June 1995 - June 2010
Skills
Portfolio Management, Investments, Securities, Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Equities, Mutual Funds, Equity Research, Asset Managment, Asset Allocation, Series 7, Investment Management, ETFs, Wealth Management, Investment Strategies, Equity Valuation, Due Diligence
Education
The University of Texas at Austin
BBA Finance, Finance, Business
NFP Retirement November 2014 - Present
Twinhawk Capital November 2010 - 2012
Invesco Ltd. June 1995 - June 2010
Skills
Portfolio Management, Investments, Securities, Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Equities, Mutual Funds, Equity Research, Asset Managment, Asset Allocation, Series 7, Investment Management, ETFs, Wealth Management, Investment Strategies, Equity Valuation, Due Diligence
Education
The University of Texas at Austin
BBA Finance, Finance, Business
Catherine A. Crandall's Invesco Ltd. Experience Sr. Account ExecutiveInvesco1996 - Present
Job Senior Account Executive at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. Sr. Account ExecutiveInvesco1996 - Present
VanKampen Investments 2001 - 2010
Morgan Stanley Investment Management 1996 - 2010
Skills
Mutual Funds, Series 7, Asset Allocation, Fixed Income, Asset Management, Series 63
Education
University of California, Berkeley, Haas School of Business 1985 — 1987
BS, Finance
Invesco Ltd. Sr. Account ExecutiveInvesco1996 - Present
VanKampen Investments 2001 - 2010
Morgan Stanley Investment Management 1996 - 2010
Skills
Mutual Funds, Series 7, Asset Allocation, Fixed Income, Asset Management, Series 63
Education
University of California, Berkeley, Haas School of Business 1985 — 1987
BS, Finance
Joshua Varghese's Invesco Ltd. Experience February 2011 - Present
Job Fund Accountant at Invesco Ltd.
Industry Accounting
Experience
Invesco Ltd. February 2011 - Present
Skills
Account Reconciliation
Education
University of Houston 2007 — 2010
BBA, Accounting
Invesco Ltd. February 2011 - Present
Skills
Account Reconciliation
Education
University of Houston 2007 — 2010
BBA, Accounting
Bryan Unterhalter's Invesco Ltd. Experience 1997 - 2007
Job Market Investment Director and Sr. Portfolio Manager at US Trust
Industry Investment Management
Experience
US Trust 2014 - Present
American Century Investments 2008 - 2014
Baylor College of Medicine Endowment Fund 2007 - 2008
Invesco Ltd. 1997 - 2007
Education
The University of Texas at Austin 1987 — 1991
BA, Government
University of St. Thomas (TX) 1997 — 1999
MBA, Finance
Stratford High School
Stratford High School
US Trust 2014 - Present
American Century Investments 2008 - 2014
Baylor College of Medicine Endowment Fund 2007 - 2008
Invesco Ltd. 1997 - 2007
Education
The University of Texas at Austin 1987 — 1991
BA, Government
University of St. Thomas (TX) 1997 — 1999
MBA, Finance
Stratford High School
Stratford High School
Bill Toomey, CIMA's Invesco Ltd. Experience 1994 - May 2011
Job Sales Director at Legg Mason
Industry Investment Management
Experience
Legg Mason June 2011 - Present
Invesco Ltd. 1994 - May 2011
Education
The University of Texas at Austin 1989 — 1993
BBA, International Business
Legg Mason June 2011 - Present
Invesco Ltd. 1994 - May 2011
Education
The University of Texas at Austin 1989 — 1993
BBA, International Business
Charles R Dewey's Invesco Ltd. Experience March 1992 - April 2007
Job VP, Relationship Manager at Wells Fargo Institutional Retirement and Trust
Industry Banking
Experience
Wells Fargo Institutional Retirement and Trust April 2007 - Present
Invesco Ltd. March 1992 - April 2007
Education
University of Colorado Boulder 1969 — 1974
BS, Business
Wells Fargo Institutional Retirement and Trust April 2007 - Present
Invesco Ltd. March 1992 - April 2007
Education
University of Colorado Boulder 1969 — 1974
BS, Business
Mark Zinsmeyer's Invesco Ltd. Experience June 2008 - April 2011
Job Capital Markets Professional
Industry Capital Markets
Experience
Invesco Ltd. June 2008 - April 2011
Invesco Ltd. May 2006 - June 2008
Jefferson Pilot Financial April 2001 - August 2005
Education
The University of Texas at Austin 1986 — 1992
BBA, Finance
Invesco Ltd. June 2008 - April 2011
Invesco Ltd. May 2006 - June 2008
Jefferson Pilot Financial April 2001 - August 2005
Education
The University of Texas at Austin 1986 — 1992
BBA, Finance
HEATHER EISENHARDT's Invesco Ltd. Experience June 2004 - July 2012
Job Channel Marketing at Invesco
Industry Investment Management
Experience
Invesco July 2012 - Present
Invesco Ltd. June 2004 - July 2012
Merrill Lynch July 1995 - 2003
Skills
Asset Managment, Financial Analysis, Business Development, Market Analysis, Active Directory, Marketing, Microsoft Excel, Management, Sales, Strategic Planning, Organizational..., Mutual Funds, Asset Management, Investments, Separately Managed...
Education
University of Houston 1989 — 2003
Bachelor of Arts, English
Invesco July 2012 - Present
Invesco Ltd. June 2004 - July 2012
Merrill Lynch July 1995 - 2003
Skills
Asset Managment, Financial Analysis, Business Development, Market Analysis, Active Directory, Marketing, Microsoft Excel, Management, Sales, Strategic Planning, Organizational..., Mutual Funds, Asset Management, Investments, Separately Managed...
Education
University of Houston 1989 — 2003
Bachelor of Arts, English
Brett Taaffe's Invesco Ltd. Experience November 2000 - August 2011
Job Financial Advisor
Industry Financial Services
Experience
Invesco Ltd. November 2000 - August 2011
Education
The University of Texas at Austin 1995 — 2000
Invesco Ltd. November 2000 - August 2011
Education
The University of Texas at Austin 1995 — 2000
Ed Dix's Invesco Ltd. Experience
Job Fulfillment Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd.
Skills
Process Improvement, Operations Management, Management, Order Fulfillment, Inventory Management, Inventory Control, Order Processing, Distribution Center..., Logistics Management, Warehousing
Education
University of Houston 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
Invesco Ltd.
Skills
Process Improvement, Operations Management, Management, Order Fulfillment, Inventory Management, Inventory Control, Order Processing, Distribution Center..., Logistics Management, Warehousing
Education
University of Houston 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
Randy Paas's Invesco Ltd. Experience October 2006 - March 2007
Job Head of Institutional Distribution, Americas
Industry Investment Management
Experience
First State Investments July 2014 - Present
First State Investments October 2013 - Present
Deutsche Asset Management March 2007 - January 2012
Invesco Ltd. October 2006 - March 2007
Invesco Ltd. January 2001 - September 2006
PRIMCO Capital Management November 1993 - January 2000
INVESCO Funds Group March 1993 - September 1993
Aetna May 1991 - March 1993
Aetna April 1989 - April 1991
Aetna October 1987 - March 1989
Education
University of Arkansas at Fayetteville 1981 — 1985
BSBA, Marketing & Finance
First State Investments July 2014 - Present
First State Investments October 2013 - Present
Deutsche Asset Management March 2007 - January 2012
Invesco Ltd. October 2006 - March 2007
Invesco Ltd. January 2001 - September 2006
PRIMCO Capital Management November 1993 - January 2000
INVESCO Funds Group March 1993 - September 1993
Aetna May 1991 - March 1993
Aetna April 1989 - April 1991
Aetna October 1987 - March 1989
Education
University of Arkansas at Fayetteville 1981 — 1985
BSBA, Marketing & Finance
Eva Lok's Invesco Ltd. Experience January 2011 - March 2012
Job Accounting Analyst at Huntsman
Industry Chemicals
Experience
Huntsman March 2012 - Present
Invesco Ltd. January 2011 - March 2012
Invesco Ltd. March 2010 - January 2011
Invesco Ltd. October 2007 - March 2010
University of Houston February 2006 - October 2007
University of Houston September 2005 - February 2006
Skills
Mutual Funds, Accounting, Auditing, Account Reconciliation, Financial Accounting
Education
University of Houston 2005 — 2006
Master of Science, Accountancy
University of Houston 2001 — 2005
Bachelor of Business Administration, Accounting
University of Houston 2001 — 2005
Bachelor of Arts, Communications - Public Relations
Huntsman March 2012 - Present
Invesco Ltd. January 2011 - March 2012
Invesco Ltd. March 2010 - January 2011
Invesco Ltd. October 2007 - March 2010
University of Houston February 2006 - October 2007
University of Houston September 2005 - February 2006
Skills
Mutual Funds, Accounting, Auditing, Account Reconciliation, Financial Accounting
Education
University of Houston 2005 — 2006
Master of Science, Accountancy
University of Houston 2001 — 2005
Bachelor of Business Administration, Accounting
University of Houston 2001 — 2005
Bachelor of Arts, Communications - Public Relations
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group