INVESCO Retirement Plan Services
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INVESCO Retirement Plan Services Employees
Employee
Years
Job
Industry
Marianne Marvez, RPA Marianne Marvez, RPA's INVESCO Retirement Plan Services Experience March 2000 - July 2005
Job Vice President at Innovest Portfolio Solutions
Industry Financial Services
Experience
Innovest Portfolio Solutions February 2015 - Present
EMPOWER Retirement December 2011 - February 2015
Strategies, LLC - Denver November 2009 - October 2011
Resnik Partners February 2009 - August 2009
Merrill Lynch July 2005 - 2008
INVESCO Retirement Plan Services March 2000 - July 2005
MetLife Retirement Group July 1996 - March 2000
INVESCO Retirement Plan Services March 1989 - July 1996
Skills
Mutual Funds, Retirement, Sales, 401k, Series 6, Defined Benefit, Series 7, Investments, Retirement Planning, Management, Defined Contribution, Wealth Management, Investment Advisory, Pensions, Asset Allocation, Investment Management, Financial Services, Leadership, Deferred Compensation, Employee Benefits, Retirement Plan..., Securities, Mergers & Acquisitions, Investment Strategies, Finance, IRAs, FINRA, Asset Management, Financial Advisory, Series 63, Alternative Investments, CRM, Financial Planners, Fixed Annuities, Life Insurance, Executive Pay, Portfolio Management, ERISA, Relationship Management, Uniform Combined State..., Succession Planning, Strategic Financial..., Insurance, Benefits Administration, Equities, Small Business
Education
University of Denver 2007 — 2011
BA, Law and Society
St. Mary's Academy
High School Diploma
University of Northern Colorado
Business Administration
Innovest Portfolio Solutions February 2015 - Present
EMPOWER Retirement December 2011 - February 2015
Strategies, LLC - Denver November 2009 - October 2011
Resnik Partners February 2009 - August 2009
Merrill Lynch July 2005 - 2008
INVESCO Retirement Plan Services March 2000 - July 2005
MetLife Retirement Group July 1996 - March 2000
INVESCO Retirement Plan Services March 1989 - July 1996
Skills
Mutual Funds, Retirement, Sales, 401k, Series 6, Defined Benefit, Series 7, Investments, Retirement Planning, Management, Defined Contribution, Wealth Management, Investment Advisory, Pensions, Asset Allocation, Investment Management, Financial Services, Leadership, Deferred Compensation, Employee Benefits, Retirement Plan..., Securities, Mergers & Acquisitions, Investment Strategies, Finance, IRAs, FINRA, Asset Management, Financial Advisory, Series 63, Alternative Investments, CRM, Financial Planners, Fixed Annuities, Life Insurance, Executive Pay, Portfolio Management, ERISA, Relationship Management, Uniform Combined State..., Succession Planning, Strategic Financial..., Insurance, Benefits Administration, Equities, Small Business
Education
University of Denver 2007 — 2011
BA, Law and Society
St. Mary's Academy
High School Diploma
University of Northern Colorado
Business Administration
Becky Springer Becky Springer's INVESCO Retirement Plan Services Experience 1996 - 2005
Job CEO, Strategic Domestic Management
Industry Alternative Dispute Resolution
Experience
Self-employed February 1999 - Present
INVESCO Retirement 1996 - 2005
INVESCO Retirement Plan Services 1996 - 2005
Bank United of Texas 1992 - 1995
Skills
Management, Sales Operations, Strategic Planning, Sales, Project Management, Strategy, Marketing Strategy, Investments, Direct Sales, Leadership, Negotiation, New Business Development, Contract Negotiation, Asset Management, Customer Service
Education
Texas A&M University 1986 — 1990
Bachelor's degree, Finance, General
Bellaire High School 1982 — 1986
Self-employed February 1999 - Present
INVESCO Retirement 1996 - 2005
INVESCO Retirement Plan Services 1996 - 2005
Bank United of Texas 1992 - 1995
Skills
Management, Sales Operations, Strategic Planning, Sales, Project Management, Strategy, Marketing Strategy, Investments, Direct Sales, Leadership, Negotiation, New Business Development, Contract Negotiation, Asset Management, Customer Service
Education
Texas A&M University 1986 — 1990
Bachelor's degree, Finance, General
Bellaire High School 1982 — 1986
Maureen Jesuthasan,ITIL Expert Maureen Jesuthasan,ITIL Expert's INVESCO Retirement Plan Services Experience January 1996 - January 1997
Job
Industry Information Technology and Services
Experience
EMC January 2015 - Present
Nuveen Investments April 2011 - December 2014
Pactiv Corporation December 2002 - February 2011
U.S. Cellular July 2002 - November 2002
Arthur Andersen, LLC July 2001 - June 2002
NetEffect Corporation May 1999 - July 2001
Accenture September 1997 - May 1999
INVESCO Retirement Plan Services January 1996 - January 1997
CIGNA Health Care of Georgia January 1994 - January 1996
Skills
IT Strategy, IT Service Management, ITIL, Program Management, Operations Management, Optimization, Cost, IT Management, Service Management, IT Operations, Change Management, Vendor Management, PMO, Incident Management, Service Desk, Business Alignment, IT Transformation, Strategic Planning, People Management, Service Improvement, Process Engineering, Governance, Process Improvement, Team Building, BMC Remedy, Business Strategy, Team Leadership, IT Financial Management, Cross-functional Team..., Business Process..., IT Governance, Service Delivery, Enterprise Software, Management, Leadership, Business Process, Data Center, Information Technology, Strategy, Telecommunications, Team Management, Project Portfolio..., Project Planning, Integration, Enterprise Architecture, PRINCE2, Testing
Education
Berry College 1990 — 1991
Bachelor of Science, Psychology & English
Pink Elephant (PRINCE2) 2011 — 2011
Projects in Controlled Environments (PRINCE2)
Pink Elephant (ITIL) 2007 — 2011
ITIL Expert, Information Technology Infrastructure Library (ITIL)
CMMI Institute- Carnegie Mellon University 2015 — 2015
CMMI Associate, Capability Maturity Model Integration (CMMI)
Pink Elephant (Lean IT) 2015 — 2015
Lean IT Foundations, Lean IT Foundations: Using Lean Principles For Continual Service Improvement
EMC January 2015 - Present
Nuveen Investments April 2011 - December 2014
Pactiv Corporation December 2002 - February 2011
U.S. Cellular July 2002 - November 2002
Arthur Andersen, LLC July 2001 - June 2002
NetEffect Corporation May 1999 - July 2001
Accenture September 1997 - May 1999
INVESCO Retirement Plan Services January 1996 - January 1997
CIGNA Health Care of Georgia January 1994 - January 1996
Skills
IT Strategy, IT Service Management, ITIL, Program Management, Operations Management, Optimization, Cost, IT Management, Service Management, IT Operations, Change Management, Vendor Management, PMO, Incident Management, Service Desk, Business Alignment, IT Transformation, Strategic Planning, People Management, Service Improvement, Process Engineering, Governance, Process Improvement, Team Building, BMC Remedy, Business Strategy, Team Leadership, IT Financial Management, Cross-functional Team..., Business Process..., IT Governance, Service Delivery, Enterprise Software, Management, Leadership, Business Process, Data Center, Information Technology, Strategy, Telecommunications, Team Management, Project Portfolio..., Project Planning, Integration, Enterprise Architecture, PRINCE2, Testing
Education
Berry College 1990 — 1991
Bachelor of Science, Psychology & English
Pink Elephant (PRINCE2) 2011 — 2011
Projects in Controlled Environments (PRINCE2)
Pink Elephant (ITIL) 2007 — 2011
ITIL Expert, Information Technology Infrastructure Library (ITIL)
CMMI Institute- Carnegie Mellon University 2015 — 2015
CMMI Associate, Capability Maturity Model Integration (CMMI)
Pink Elephant (Lean IT) 2015 — 2015
Lean IT Foundations, Lean IT Foundations: Using Lean Principles For Continual Service Improvement
Karen Cortez Karen Cortez's INVESCO Retirement Plan Services Experience August 1998 - August 2000
Job Investment Management Consultant Relations
Industry Financial Services
Experience
Invesco Ltd. August 2004 - May 2008
Invesco Trust Company August 2000 - August 2004
Invesco Retirement Plan Services August 1998 - August 2000
National City Bank April 1997 - July 1998
Mellon Bank August 1993 - September 1996
Skills
Marketing, Finance, Asset Allocation, Leadership, Asset Management, Portfolio Management, Account Management, Mutual Funds, Banking, Series 7, Financial Analysis, Fixed Income, Investments, Alternative Investments, Relationship Management, Strategic Planning
Education
Bellarmine University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
The College of Wooster 1988 — 1992
Bachelor of Arts (BA), History
Invesco Ltd. August 2004 - May 2008
Invesco Trust Company August 2000 - August 2004
Invesco Retirement Plan Services August 1998 - August 2000
National City Bank April 1997 - July 1998
Mellon Bank August 1993 - September 1996
Skills
Marketing, Finance, Asset Allocation, Leadership, Asset Management, Portfolio Management, Account Management, Mutual Funds, Banking, Series 7, Financial Analysis, Fixed Income, Investments, Alternative Investments, Relationship Management, Strategic Planning
Education
Bellarmine University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
The College of Wooster 1988 — 1992
Bachelor of Arts (BA), History
Jeff Watson's INVESCO Retirement Plan Services Experience 1999 - 2004
Job Director of Process Improvement at ADP GlobalView Americas
Industry Information Technology and Services
Experience
ADP GlobalView Americas June 2012 - Present
ADP Comprehensive Outsourcing Services July 2008 - June 2012
ADP Comprehensive Outsourcing Services August 2005 - July 2008
Kellogg, Brown, & Root January 2005 - July 2005
Kellogg, Brown, & Root March 2004 - January 2005
INVESCO Retirement Plan Services 1999 - 2004
Meta4 USA 1998 - 2000
IBM Global Services 1996 - 1998
Hewitt Associates 1994 - 1996
Federal Reserve Bank of Atlanta May 1990 - October 1994
Skills
Business Intelligence, Software Project..., Process Improvement, Business Analysis, SDLC, Business Process..., Vendor Management, Change Management, Six Sigma, Business Process, Operations Management, Project Portfolio..., Program Management, Outsourcing, Requirements Analysis, PMP, PMO, Integration, Cross-functional Team..., Leadership
Education
Southern Polytechnic State University 2014 — 2015
Master's Degree, Systems Engineering
Southern Polytechnic State University 2012 — 2013
Master's Degree, Quality Assurance
Georgia State University - J. Mack Robinson College of Business 1989 — 1992
Master's Degree, Business with a specialization in Decision Science
Emory University 1985 — 1989
BA, Mathematics and Economics
ADP GlobalView Americas June 2012 - Present
ADP Comprehensive Outsourcing Services July 2008 - June 2012
ADP Comprehensive Outsourcing Services August 2005 - July 2008
Kellogg, Brown, & Root January 2005 - July 2005
Kellogg, Brown, & Root March 2004 - January 2005
INVESCO Retirement Plan Services 1999 - 2004
Meta4 USA 1998 - 2000
IBM Global Services 1996 - 1998
Hewitt Associates 1994 - 1996
Federal Reserve Bank of Atlanta May 1990 - October 1994
Skills
Business Intelligence, Software Project..., Process Improvement, Business Analysis, SDLC, Business Process..., Vendor Management, Change Management, Six Sigma, Business Process, Operations Management, Project Portfolio..., Program Management, Outsourcing, Requirements Analysis, PMP, PMO, Integration, Cross-functional Team..., Leadership
Education
Southern Polytechnic State University 2014 — 2015
Master's Degree, Systems Engineering
Southern Polytechnic State University 2012 — 2013
Master's Degree, Quality Assurance
Georgia State University - J. Mack Robinson College of Business 1989 — 1992
Master's Degree, Business with a specialization in Decision Science
Emory University 1985 — 1989
BA, Mathematics and Economics
Pat Reynolds's INVESCO Retirement Plan Services Experience April 1998 - October 1999
Job Client Services Manager at OneAmerica
Industry Financial Services
Experience
OneAmerica September 2014 - Present
Transamerica Retirement Solutions July 2006 - December 2012
OneAmerica November 2001 - July 2006
INVESCO Retirement Plan Services April 1998 - October 1999
CIGNA Retirement Plan Services December 1993 - March 1998
Skills
Retirement, Retirement Planning, 401k, Series 6, Series 63
Education
Georgia State University
Master's Degree, Personnel and Employment Relations
Georgia State University
Bachelor's Degree, Management
OneAmerica September 2014 - Present
Transamerica Retirement Solutions July 2006 - December 2012
OneAmerica November 2001 - July 2006
INVESCO Retirement Plan Services April 1998 - October 1999
CIGNA Retirement Plan Services December 1993 - March 1998
Skills
Retirement, Retirement Planning, 401k, Series 6, Series 63
Education
Georgia State University
Master's Degree, Personnel and Employment Relations
Georgia State University
Bachelor's Degree, Management
Jamie Hubbard's INVESCO Retirement Plan Services Experience January 1997 - January 2003
Job Chapter Administrator at World Presidents' Organization Rebel Chapter
Industry Civic & Social Organization
Experience
World Presidents' Organization - Rebel Chapter September 2012 - Present
INVESCO North America Institutional Marketing September 1997 - December 2007
INVESCO 1997 - 2007
INVESCO RETIREMENT PLAN SERVICES January 1997 - January 2003
Robinson Humphrey Co January 1994 - January 1997
Smith Barney 1993 - 1997
The Robinson Humphrey Company 1993 - 1997
Skills
Leadership
Education
University of Georgia 1993 — 1997
B.A, Journalism
The University of Georgia 1989 — 1993
The University of Georgia 1989 — 1993
World Presidents' Organization - Rebel Chapter September 2012 - Present
INVESCO North America Institutional Marketing September 1997 - December 2007
INVESCO 1997 - 2007
INVESCO RETIREMENT PLAN SERVICES January 1997 - January 2003
Robinson Humphrey Co January 1994 - January 1997
Smith Barney 1993 - 1997
The Robinson Humphrey Company 1993 - 1997
Skills
Leadership
Education
University of Georgia 1993 — 1997
B.A, Journalism
The University of Georgia 1989 — 1993
The University of Georgia 1989 — 1993
Deborah Varco's INVESCO Retirement Plan Services Experience 2000 - 2003
Job Privacy Representative System Security at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2011 - Present
Merrill Lynch October 2000 - October 2011
Princeton Retirement Group 2005 - 2008
AMVESCAP Retirement, Inc. October 2000 - July 2005
Invesco Retirement Plan Services 2000 - 2003
IFG 1997 - 2000
Thomas James Associates 1990 - 1997
Boettcher & Company 1990 - 1991
Education
Regis University
BS, Business Administration
Bank of America Merrill Lynch October 2011 - Present
Merrill Lynch October 2000 - October 2011
Princeton Retirement Group 2005 - 2008
AMVESCAP Retirement, Inc. October 2000 - July 2005
Invesco Retirement Plan Services 2000 - 2003
IFG 1997 - 2000
Thomas James Associates 1990 - 1997
Boettcher & Company 1990 - 1991
Education
Regis University
BS, Business Administration
Fred Braley, CPA's INVESCO Retirement Plan Services Experience 1999 - 2000
Job Consultant providing CFO/Controller Services
Industry Financial Services
Experience
Consultant August 2014 - Present
Aetna Corporation 2012 - April 2014
Information Technology Systems 2007 - 2012
Technical Papers Corporation 2002 - 2007
Liberty Mutual Insurance 2001 - 2002
INVESCO Retirement Plan Services 1999 - 2000
INVESCO Retirement Plan Services 1995 - 1998
INVESCO Boston 1986 - 1995
Skills
Controllers, Financial Reporting, Forecasting, Finance, Internal Controls, Financial Modeling, Accounting, Mergers & Acquisitions, Risk Management, Budgets, Analysis, Cash Management, Process Improvement, Auditing, General Ledger, Management, Cash Flow, Accounts Receivable, Accounts Payable, Payroll, Internal Audit
Education
Boston University - School of Management
MBA, Finance
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Accounting
Consultant August 2014 - Present
Aetna Corporation 2012 - April 2014
Information Technology Systems 2007 - 2012
Technical Papers Corporation 2002 - 2007
Liberty Mutual Insurance 2001 - 2002
INVESCO Retirement Plan Services 1999 - 2000
INVESCO Retirement Plan Services 1995 - 1998
INVESCO Boston 1986 - 1995
Skills
Controllers, Financial Reporting, Forecasting, Finance, Internal Controls, Financial Modeling, Accounting, Mergers & Acquisitions, Risk Management, Budgets, Analysis, Cash Management, Process Improvement, Auditing, General Ledger, Management, Cash Flow, Accounts Receivable, Accounts Payable, Payroll, Internal Audit
Education
Boston University - School of Management
MBA, Finance
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Accounting
Arline Alexander's INVESCO Retirement Plan Services Experience December 1993 - February 2000
Job Experienced Retirement Plan Services Professional
Industry Financial Services
Experience
J.P.Morgan Retirement Plan Services February 2002 - July 2010
J.P. Morgan Retirement Plan Services March 2000 - February 2002
INVESCO Retirement Plan Services December 1993 - February 2000
Mercer September 1985 - December 1993
Skills
ERISA, Retirement Planning, 401(k), Relationship Management, Financial Services, Customer Service, Training Development..., Mutual Funds, Series 7, Defined Contribution, Strategy, CRM, Securities, 401k, Management, Retirement, Asset Management, Investments, Series 63
Education
Georgia State University
B.A., M.Ed.:, Education, Sociology, Psychology
J.P.Morgan Retirement Plan Services February 2002 - July 2010
J.P. Morgan Retirement Plan Services March 2000 - February 2002
INVESCO Retirement Plan Services December 1993 - February 2000
Mercer September 1985 - December 1993
Skills
ERISA, Retirement Planning, 401(k), Relationship Management, Financial Services, Customer Service, Training Development..., Mutual Funds, Series 7, Defined Contribution, Strategy, CRM, Securities, 401k, Management, Retirement, Asset Management, Investments, Series 63
Education
Georgia State University
B.A., M.Ed.:, Education, Sociology, Psychology