Invesco US
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Invesco US Employees
Employee
Years
Job
Industry
Ken Purnell Ken Purnell's Invesco US Experience May 2011 - Present
Job Senior Portfolio Manager at Invesco US
Industry Investment Management
Experience
Invesco US May 2011 - Present
Aegon USA 2007 - 2011
J.P. Morgan 2000 - 2007
Skills
Securitized Fixed..., Stable Value Portfolio..., Separate Fund Portfolio..., Chartered Financial...
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
Master of Business Administration (MBA), Finance, General
University of Kentucky 1980 — 1984
Bachelor of Business Administration (BBA), Business/Commerce, General
Invesco US May 2011 - Present
Aegon USA 2007 - 2011
J.P. Morgan 2000 - 2007
Skills
Securitized Fixed..., Stable Value Portfolio..., Separate Fund Portfolio..., Chartered Financial...
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
Master of Business Administration (MBA), Finance, General
University of Kentucky 1980 — 1984
Bachelor of Business Administration (BBA), Business/Commerce, General
Kristen Beaty Kristen Beaty's Invesco US Experience July 1998 - Present
Job Accounting Coordinator Professional
Industry Financial Services
Experience
Invesco US July 1998 - Present
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Leadership, Training, Accounting, SAP, SharePoint
Education
Houston Community College 2011 — 2013
Associate's degree, Business Administration, Management and Operations/Finance Industry
Invesco US July 1998 - Present
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Leadership, Training, Accounting, SAP, SharePoint
Education
Houston Community College 2011 — 2013
Associate's degree, Business Administration, Management and Operations/Finance Industry
Cole Kopacek Cole Kopacek's Invesco US Experience June 2014 - Present
Job Regional Vice President at Invesco US
Industry Investment Management
Experience
Invesco US June 2014 - Present
Invesco US August 2010 - June 2014
Junior Council Benefiting Lurie Children's Hospital of Chicago February 2011 - May 2014
JP Morgan Chase January 2010 - August 2010
Wells Fargo Wells Fargo Financial Headquarters 2007 - 2009
Wells Fargo Financial 2005 - 2007
Education
Iowa State University 2000 — 2004
Bachelors, Marketing, Management
University College Cork 2004 — 2004
School of Business
Invesco US June 2014 - Present
Invesco US August 2010 - June 2014
Junior Council Benefiting Lurie Children's Hospital of Chicago February 2011 - May 2014
JP Morgan Chase January 2010 - August 2010
Wells Fargo Wells Fargo Financial Headquarters 2007 - 2009
Wells Fargo Financial 2005 - 2007
Education
Iowa State University 2000 — 2004
Bachelors, Marketing, Management
University College Cork 2004 — 2004
School of Business
Joanna Goodhue Joanna Goodhue's Invesco US Experience April 2000 - April 2002
Job Executive District Manager with Arbonne
Industry Health, Wellness and Fitness
Experience
Arbonne International LLC July 2014 - Present
Deer Creek Middle School August 2009 - May 2011
Parker Post Office April 2007 - May 2009
Society for Mining, Metallurgy & Exploration Inc. (SME) September 2002 - August 2004
Invesco US April 2000 - April 2002
Skills
Customer Service, Data Entry, Experience Working with..., Nutrition, Team Leadership
Education
University of Colorado Denver 2010 — 2011
Elementary Education and Teaching
Arapahoe Community College 2009 — 2011
Elementary Education and Teaching
University of Nebraska at Kearney 1997 — 1998
William Jewell College 1994 — 1994
English and Sociology
Columbine High School 1989 — 1994
Diploma
Arbonne International LLC July 2014 - Present
Deer Creek Middle School August 2009 - May 2011
Parker Post Office April 2007 - May 2009
Society for Mining, Metallurgy & Exploration Inc. (SME) September 2002 - August 2004
Invesco US April 2000 - April 2002
Skills
Customer Service, Data Entry, Experience Working with..., Nutrition, Team Leadership
Education
University of Colorado Denver 2010 — 2011
Elementary Education and Teaching
Arapahoe Community College 2009 — 2011
Elementary Education and Teaching
University of Nebraska at Kearney 1997 — 1998
William Jewell College 1994 — 1994
English and Sociology
Columbine High School 1989 — 1994
Diploma
Douglas Gibbs's Invesco US Experience June 1993 - Present
Job Senior Fixed Income Analyst at Invesco US
Industry Financial Services
Experience
Invesco US June 1993 - Present
Skills
Bonds, High Yield, Fixed Income, Bloomberg, Asset Allocation, Capital Markets, Investment Management, Hedge Funds, Asset Management, Mutual Funds, Securities, Equities, Investments, Financial Analysis, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
Master of Business Administration (MBA), Finance, General
Illinois Wesleyan University 1988 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Invesco US June 1993 - Present
Skills
Bonds, High Yield, Fixed Income, Bloomberg, Asset Allocation, Capital Markets, Investment Management, Hedge Funds, Asset Management, Mutual Funds, Securities, Equities, Investments, Financial Analysis, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
Master of Business Administration (MBA), Finance, General
Illinois Wesleyan University 1988 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Christina Cartee Christina Cartee's Invesco US Experience March 2014 - June 2014
Job Marketing and Business Strategy
Industry Marketing and Advertising
Experience
J.P. Morgan September 2014 - March 2015
Invesco US March 2014 - June 2014
(Freelance) 2012 - April 2014
The Aspen Brands Company July 2009 - September 2009
Skills
Advertising, Social Networking, Social Media, Marketing Communications, Marketing, Account Management, Corporate Communications, Digital Marketing, Brand Awareness, Business Development, Market Analysis, International Business, Strategy, Emerging Markets, Media Relations, Public Relations, Microsoft Office, Management, Leadership
Education
Georgia Institute of Technology
Bachelor of Science (BS), International Affairs
Sciences Po Paris 2010 — 2010
International Exchange Program, Political Science
Université Paris Dauphine 2009 — 2009
International Exchange Program, International Business
J.P. Morgan September 2014 - March 2015
Invesco US March 2014 - June 2014
(Freelance) 2012 - April 2014
The Aspen Brands Company July 2009 - September 2009
Skills
Advertising, Social Networking, Social Media, Marketing Communications, Marketing, Account Management, Corporate Communications, Digital Marketing, Brand Awareness, Business Development, Market Analysis, International Business, Strategy, Emerging Markets, Media Relations, Public Relations, Microsoft Office, Management, Leadership
Education
Georgia Institute of Technology
Bachelor of Science (BS), International Affairs
Sciences Po Paris 2010 — 2010
International Exchange Program, Political Science
Université Paris Dauphine 2009 — 2009
International Exchange Program, International Business
Michael Coco Michael Coco's Invesco US Experience April 2010 - October 2012
Job Application Developer
Industry Computer Software
Experience
Southwestern Energy October 2012 - Present
Invesco US April 2010 - October 2012
Application Factory, Inc. September 2008 - April 2010
Games People Play (GPPGolf.com) August 2007 - September 2008
CHRISTUS Health 2007 - 2007
Skills
Microsoft SQL Server, C#, AJAX, VB.NET, Databases, LINQ, XML, jQuery, Oracle, HTML, ASP.NET, .NET, JavaScript, ASP, SQL, Web Development, Visual Basic, MySQL
Education
Lamar University 2002 — 2009
Bachelor of Science (B.S.), Computer Science
Southwestern Energy October 2012 - Present
Invesco US April 2010 - October 2012
Application Factory, Inc. September 2008 - April 2010
Games People Play (GPPGolf.com) August 2007 - September 2008
CHRISTUS Health 2007 - 2007
Skills
Microsoft SQL Server, C#, AJAX, VB.NET, Databases, LINQ, XML, jQuery, Oracle, HTML, ASP.NET, .NET, JavaScript, ASP, SQL, Web Development, Visual Basic, MySQL
Education
Lamar University 2002 — 2009
Bachelor of Science (B.S.), Computer Science
Ashley Preisinger Ashley Preisinger's Invesco US Experience May 1996 - March 2007
Job APT Executive Director, Emory Proton Therapy Center
Industry Investment Management
Experience
Advanced Particle Therapy, LLC November 2014 - Present
WNBA Atlanta Dream October 2012 - February 2014
Homrich Berg 2008 - October 2012
Jade River Capital Management May 2007 - May 2008
Invesco US May 1996 - March 2007
Skills
Asset Managment, Wealth Management, Investment Management, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Investment Advisory, Asset Allocation, Financial Analysis, Strategic Planning, Business Strategy, Personal Financial..., Asset Management, Finance, Strategy, Leadership, Business Development, Financial Planning
Education
Emory University - Goizueta Business School 1994 — 1996
Master of Business Administration (M.B.A.), International Finance
Georgetown University 1989 — 1993
Bachelor of Science (BS), International Politics and Russian
The Bocconi Institute, Milan, Italy
Money, Banking and Finance Track
Gornyi Institute, St. Petersburg, Russia
Intensive Russian Language Program
Advanced Particle Therapy, LLC November 2014 - Present
WNBA Atlanta Dream October 2012 - February 2014
Homrich Berg 2008 - October 2012
Jade River Capital Management May 2007 - May 2008
Invesco US May 1996 - March 2007
Skills
Asset Managment, Wealth Management, Investment Management, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Investment Advisory, Asset Allocation, Financial Analysis, Strategic Planning, Business Strategy, Personal Financial..., Asset Management, Finance, Strategy, Leadership, Business Development, Financial Planning
Education
Emory University - Goizueta Business School 1994 — 1996
Master of Business Administration (M.B.A.), International Finance
Georgetown University 1989 — 1993
Bachelor of Science (BS), International Politics and Russian
The Bocconi Institute, Milan, Italy
Money, Banking and Finance Track
Gornyi Institute, St. Petersburg, Russia
Intensive Russian Language Program
Anthony Calore Anthony Calore's Invesco US Experience May 2013 - November 2013
Job MBS Analyst at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management May 2014 - Present
Invesco US May 2013 - November 2013
National Institute of Environmental Health Sciences (NIEHS) July 2009 - August 2012
SRA International May 2008 - August 2008
Skills
Tradeweb, Yieldbook, Agency CMO, Agency MBS, Risk Management, Bloomberg Terminal, Intex, Python, R, Fixed Income, C++, Linux, NetApp Filers, MySQL, Oracle, Matlab, Portfolio Management, Java, Excel, Machine Learning, Project Management, Virtual Computing, Numerical Analysis, Computer Simulation, Option Pricing Models, DNSSEC, Networking, Network Security, Finance, BlackRock Aladdin, Quantitative Finance, Trading
Education
Georgia Institute of Technology 2012 — 2013
Master of Science (MS), Quantitative and Computational Finance
University of North Carolina at Chapel Hill 2005 — 2010
Bachelor of Science (B.S.), Mathematics and Computer Science
Voya Investment Management May 2014 - Present
Invesco US May 2013 - November 2013
National Institute of Environmental Health Sciences (NIEHS) July 2009 - August 2012
SRA International May 2008 - August 2008
Skills
Tradeweb, Yieldbook, Agency CMO, Agency MBS, Risk Management, Bloomberg Terminal, Intex, Python, R, Fixed Income, C++, Linux, NetApp Filers, MySQL, Oracle, Matlab, Portfolio Management, Java, Excel, Machine Learning, Project Management, Virtual Computing, Numerical Analysis, Computer Simulation, Option Pricing Models, DNSSEC, Networking, Network Security, Finance, BlackRock Aladdin, Quantitative Finance, Trading
Education
Georgia Institute of Technology 2012 — 2013
Master of Science (MS), Quantitative and Computational Finance
University of North Carolina at Chapel Hill 2005 — 2010
Bachelor of Science (B.S.), Mathematics and Computer Science
Sara Bushell Sara Bushell's Invesco US Experience May 2014 - Present
Job User Experience Designer
Industry Computer Software
Experience
Invesco US May 2014 - Present
Alltech Systems, Inc. October 2013 - May 2014
Perficient December 2011 - October 2013
Sogeti February 2011 - December 2011
Lone Star College February 2010 - May 2011
Comp-U-Dopt, Inc July 2010 - March 2011
Adobe Systems July 2008 - January 2010
Google May 2006 - September 2006
Episcopal High School June 1999 - August 2004
Skills
User-centered Design, Usability Testing
Education
Stanford University 2006 — 2008
MS, Computer Science, Human-Computer Interaction
Austin College 2003 — 2006
BA, Computer Science
Episcopal High School 1997 — 2001
Post Oak School 1991 — 1997
Invesco US May 2014 - Present
Alltech Systems, Inc. October 2013 - May 2014
Perficient December 2011 - October 2013
Sogeti February 2011 - December 2011
Lone Star College February 2010 - May 2011
Comp-U-Dopt, Inc July 2010 - March 2011
Adobe Systems July 2008 - January 2010
Google May 2006 - September 2006
Episcopal High School June 1999 - August 2004
Skills
User-centered Design, Usability Testing
Education
Stanford University 2006 — 2008
MS, Computer Science, Human-Computer Interaction
Austin College 2003 — 2006
BA, Computer Science
Episcopal High School 1997 — 2001
Post Oak School 1991 — 1997
Akshay Mishra's Invesco US Experience May 2015 - August 2015
Job Intern at Invesco US
Industry Financial Services
Experience
Georgia Institute of Technology August 2014 - Present
Invesco US May 2015 - August 2015
Automotive Exchange Private Limited October 2013 - April 2014
Virtusa July 2011 - July 2013
Skills
C++, C, Core Java, Java, SQL, Algorithms, Matlab, Statistics, Financial Analysis, Options Strategies, SAS, Data Analysis, Stochastic Processes, Spring, Spring Framework, Python, Hibernate, JSP, VBA
Education
Georgia Institute of Technology 2014 — 2015
Master's Degree, Quantitative And Computational Finance
IIT GUWAHATI 2007 — 2011
BTech, CHEMICAL SCIENCE AND TECHNOLOGY
Georgia Institute of Technology August 2014 - Present
Invesco US May 2015 - August 2015
Automotive Exchange Private Limited October 2013 - April 2014
Virtusa July 2011 - July 2013
Skills
C++, C, Core Java, Java, SQL, Algorithms, Matlab, Statistics, Financial Analysis, Options Strategies, SAS, Data Analysis, Stochastic Processes, Spring, Spring Framework, Python, Hibernate, JSP, VBA
Education
Georgia Institute of Technology 2014 — 2015
Master's Degree, Quantitative And Computational Finance
IIT GUWAHATI 2007 — 2011
BTech, CHEMICAL SCIENCE AND TECHNOLOGY
suzanne colgan suzanne colgan's Invesco US Experience September 2005 - May 2007
Job Senior Investor Relations Associate / Project Manager at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services January 2012 - Present
Citco Fund Services May 2007 - January 2012
Invesco US September 2005 - May 2007
Skills
Manage Client..., Project Management, Technology Integration, Investor Relations, Hedge Funds
Education
Dublin Institute of Technology 1999 — 2003
Bachelor of Business Administration (B.B.A.)
Dominican Convent, Griffith Avenue
Citco Fund Services January 2012 - Present
Citco Fund Services May 2007 - January 2012
Invesco US September 2005 - May 2007
Skills
Manage Client..., Project Management, Technology Integration, Investor Relations, Hedge Funds
Education
Dublin Institute of Technology 1999 — 2003
Bachelor of Business Administration (B.B.A.)
Dominican Convent, Griffith Avenue
Larisa Sanders's Invesco US Experience 2005 - 2011
Job Business Management & Client Relations Professional
Industry Investment Management
Experience
Morgan Stanley 2011 - Present
Women Energy Network 2013 - 2015
Invesco US 2005 - 2011
Touchstone Investments 2002 - 2005
Lincoln Financial Group 1996 - 2002
Skills
Portfolio Management, Financial Analysis, Fixed Income, Relationship Management, Business Development, Risk Management, Business Intelligence, Financial Services, Due Diligence, Investment Strategies, Series 63, Asset Management, Equities, Asset Allocation, Project Management, Business Strategy, Consultative Sales, Integrated Brand..., Strategic Planning, Profit Optimization, Mergers & Acquisitions, Market Research, New Market Expansion, Strategic Communications, Team Leadership, Cross Selling, Advanced Excel and..., Bloomberg Terminal, Thompson One, SunGard APT Pro Risk..., SNL, Salesforce.com, FactSet
Education
Indiana University—Purdue University Fort Wayne 2000 — 2002
Accounting and Finance Courses
Purdue University 1998 — 2000
Master of Science (MS), Applied Mathematics, Statistics
State University, Vietebsk, Belarus
Bachelor of Science, Mathematics
Morgan Stanley 2011 - Present
Women Energy Network 2013 - 2015
Invesco US 2005 - 2011
Touchstone Investments 2002 - 2005
Lincoln Financial Group 1996 - 2002
Skills
Portfolio Management, Financial Analysis, Fixed Income, Relationship Management, Business Development, Risk Management, Business Intelligence, Financial Services, Due Diligence, Investment Strategies, Series 63, Asset Management, Equities, Asset Allocation, Project Management, Business Strategy, Consultative Sales, Integrated Brand..., Strategic Planning, Profit Optimization, Mergers & Acquisitions, Market Research, New Market Expansion, Strategic Communications, Team Leadership, Cross Selling, Advanced Excel and..., Bloomberg Terminal, Thompson One, SunGard APT Pro Risk..., SNL, Salesforce.com, FactSet
Education
Indiana University—Purdue University Fort Wayne 2000 — 2002
Accounting and Finance Courses
Purdue University 1998 — 2000
Master of Science (MS), Applied Mathematics, Statistics
State University, Vietebsk, Belarus
Bachelor of Science, Mathematics
Frances Phosarath's Invesco US Experience July 2014 - Present
Job Compliance Officer at Invesco
Industry Financial Services
Experience
Invesco US July 2014 - Present
Scottrade November 2010 - July 2014
Scottrade October 2009 - November 2010
Worldwide Dedicated Services July 2008 - May 2009
Skills
Investments, Finance, Microsoft Office, Series 7, CRM, Banking, Financial Analysis, Microsoft Excel, Consulting, Public Speaking, Team Leadership, Sales, Relationship Management, Outlook, Financial Markets, Securities, Asset Allocation, Data Analysis, PowerPoint, Series 63, B2B, B2C, Customer Service, Options, FINRA, Business Development, Account Management, Leadership, Sales Process, Quota Achievement, Warm Calling, Logistics, Microsoft Word, Selling, Direct Sales, Customer Satisfaction
Education
Georgia Gwinnett College 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Gainesville State College 2007 — 2008
Associate of Arts (A.A.), Business Administration
Invesco US July 2014 - Present
Scottrade November 2010 - July 2014
Scottrade October 2009 - November 2010
Worldwide Dedicated Services July 2008 - May 2009
Skills
Investments, Finance, Microsoft Office, Series 7, CRM, Banking, Financial Analysis, Microsoft Excel, Consulting, Public Speaking, Team Leadership, Sales, Relationship Management, Outlook, Financial Markets, Securities, Asset Allocation, Data Analysis, PowerPoint, Series 63, B2B, B2C, Customer Service, Options, FINRA, Business Development, Account Management, Leadership, Sales Process, Quota Achievement, Warm Calling, Logistics, Microsoft Word, Selling, Direct Sales, Customer Satisfaction
Education
Georgia Gwinnett College 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Gainesville State College 2007 — 2008
Associate of Arts (A.A.), Business Administration
Shaunessy Bostic Shaunessy Bostic's Invesco US Experience October 2012 - September 2013
Job Analyst at Timmons Advisors LLC
Industry Financial Services
Experience
Timmons Advisors, LLC September 2013 - Present
Invesco US October 2012 - September 2013
Charles Schwab October 2008 - October 2012
Indymac Bank December 2007 - October 2008
Skills
Systems Analysis, Financial Accounting, Data Analysis, Databases, Data Mining, Access, MS Office Suite, Financial Reporting, Tax Preparation, Mortgage Servicing, Functional Analysis, Teamwork, Training Skills, Calculations, Mathematics, Retirement Services, Bankruptcy, Foreclosures, Budgeting, Retirement, Microsoft Office, Analysis, Finance, Mutual Funds, Financial Analysis, Investments, Management, Accounting, Leadership, Auditing, Financial Services, Microsoft Excel
Education
University of Houston - Bauer College of Business 2011 — 2013
Certificate in Accountancy, Accounting
Baylor University - Hankamer School of Business 2003 — 2007
Bachelor's in Business Administration, Finance
Timmons Advisors, LLC September 2013 - Present
Invesco US October 2012 - September 2013
Charles Schwab October 2008 - October 2012
Indymac Bank December 2007 - October 2008
Skills
Systems Analysis, Financial Accounting, Data Analysis, Databases, Data Mining, Access, MS Office Suite, Financial Reporting, Tax Preparation, Mortgage Servicing, Functional Analysis, Teamwork, Training Skills, Calculations, Mathematics, Retirement Services, Bankruptcy, Foreclosures, Budgeting, Retirement, Microsoft Office, Analysis, Finance, Mutual Funds, Financial Analysis, Investments, Management, Accounting, Leadership, Auditing, Financial Services, Microsoft Excel
Education
University of Houston - Bauer College of Business 2011 — 2013
Certificate in Accountancy, Accounting
Baylor University - Hankamer School of Business 2003 — 2007
Bachelor's in Business Administration, Finance
Ben Livingston Ben Livingston's Invesco US Experience May 2015 - July 2015
Job Student at Georgetown University
Industry Financial Services
Experience
Georgetown University Student Investment Fund January 2015 - Present
Invesco US May 2015 - July 2015
Georgetown University Computer Science Dep't August 2014 - May 2015
Invesco US June 2014 - August 2014
Skills
Excel models, Java, MySQL, Microsoft Office, Bloomberg, VBA, Valuation
Education
Georgetown University 2013 — 2017
Bachelor's Degree, Finance, Computer Science
University of Oxford 2015 — 2015
Georgetown University Student Investment Fund January 2015 - Present
Invesco US May 2015 - July 2015
Georgetown University Computer Science Dep't August 2014 - May 2015
Invesco US June 2014 - August 2014
Skills
Excel models, Java, MySQL, Microsoft Office, Bloomberg, VBA, Valuation
Education
Georgetown University 2013 — 2017
Bachelor's Degree, Finance, Computer Science
University of Oxford 2015 — 2015
Kyle Reinhardt Kyle Reinhardt's Invesco US Experience March 2015 - Present
Job Regional Sales Consultant at Invesco Ltd.
Industry Investment Management
Experience
Invesco US March 2015 - Present
FMS Wertmanagement Service GmbH April 2014 - March 2015
KLS Professional Advisors, LLC July 2012 - March 2014
Morgan Stanley Wealth Management January 2012 - April 2012
Merrill Lynch June 2011 - August 2011
AlphaWire - Industrial Wire & Cable May 2010 - August 2010
Skills
Financial Modeling, Investments, Bloomberg, Series 65, Series 63, Series 7, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Team Leadership, Process Optimization, Strategic Communications, Summit, Financial Analysis, Equities, Portfolio Management
Education
Drew University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Newton High School 2004 — 2008
Invesco US March 2015 - Present
FMS Wertmanagement Service GmbH April 2014 - March 2015
KLS Professional Advisors, LLC July 2012 - March 2014
Morgan Stanley Wealth Management January 2012 - April 2012
Merrill Lynch June 2011 - August 2011
AlphaWire - Industrial Wire & Cable May 2010 - August 2010
Skills
Financial Modeling, Investments, Bloomberg, Series 65, Series 63, Series 7, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Team Leadership, Process Optimization, Strategic Communications, Summit, Financial Analysis, Equities, Portfolio Management
Education
Drew University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Newton High School 2004 — 2008
Justin Maddox, MBA Justin Maddox, MBA's Invesco US Experience June 2014 - Present
Job Regional Vice President at INVESCO
Industry Investment Management
Experience
Invesco US June 2014 - Present
Invesco US June 2010 - June 2014
Chase May 2004 - June 2010
Skills
Mutual Funds, Investments, Securities, Financial Services, FINRA, Series 7, Finance, Asset Allocation, Wealth Management, Investment Strategies, ETFs, Asset Managment, Financial Advisory, Separately Managed..., Investment Advisory, Series 65, Banking, Sales, IRAs
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
MBA, Leadership & Change Management
Western Michigan University - Haworth College of Business 1999 — 2003
BBA, Finance
Invesco US June 2014 - Present
Invesco US June 2010 - June 2014
Chase May 2004 - June 2010
Skills
Mutual Funds, Investments, Securities, Financial Services, FINRA, Series 7, Finance, Asset Allocation, Wealth Management, Investment Strategies, ETFs, Asset Managment, Financial Advisory, Separately Managed..., Investment Advisory, Series 65, Banking, Sales, IRAs
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
MBA, Leadership & Change Management
Western Michigan University - Haworth College of Business 1999 — 2003
BBA, Finance
macky koulibaly macky koulibaly's Invesco US Experience October 2014 - January 2015
Job Senior Account Administrator at Caterpillar Financial
Industry Banking
Experience
Caterpillar Financial February 2015 - Present
Invesco US October 2014 - January 2015
Student Managed Investment Fund LLC August 2014 - December 2014
Capital Management Advisors June 2014 - August 2014
First International Bank May 2013 - August 2013
Skills
Corporate Finance, Banking, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Excel, Financial Services, Bloomberg, Investment Banking, Finance, Customer Service, Management, Public Speaking, Analysis, Team Leadership, Investments, Economics
Education
Kennesaw State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Baruch College, City University of New York (CUNY)
Caterpillar Financial February 2015 - Present
Invesco US October 2014 - January 2015
Student Managed Investment Fund LLC August 2014 - December 2014
Capital Management Advisors June 2014 - August 2014
First International Bank May 2013 - August 2013
Skills
Corporate Finance, Banking, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Excel, Financial Services, Bloomberg, Investment Banking, Finance, Customer Service, Management, Public Speaking, Analysis, Team Leadership, Investments, Economics
Education
Kennesaw State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Baruch College, City University of New York (CUNY)
Michael Baran Michael Baran's Invesco US Experience July 2015 - Present
Job Regional Consultant at AllianceBernstein
Industry Financial Services
Experience
Invesco US July 2015 - Present
AllianceBernstein April 2014 - July 2015
Las Vegas Wranglers 2013 - 2013
Cantor Fitzgerald June 2011 - August 2011
Skills
Loans, Finance, Investments, Capital Markets, Due Diligence
Education
Amherst College 2008 — 2012
Bachelor of Arts (BA), Economics
Amherst College 2008 — 2012
Bachelor of Arts (BA), Environmental Studies
Invesco US July 2015 - Present
AllianceBernstein April 2014 - July 2015
Las Vegas Wranglers 2013 - 2013
Cantor Fitzgerald June 2011 - August 2011
Skills
Loans, Finance, Investments, Capital Markets, Due Diligence
Education
Amherst College 2008 — 2012
Bachelor of Arts (BA), Economics
Amherst College 2008 — 2012
Bachelor of Arts (BA), Environmental Studies
Trevor Williams/Mobile's Invesco US Experience May 2015 - Present
Job Stable Value Client Management Invesco
Industry Investment Banking
Experience
Invesco US May 2015 - Present
Invesco US October 2014 - Present
Sodexo October 2013 - August 2014
Meyer Midwest Inc May 2014 - June 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Social Media, Team Leadership, Social Media Marketing, Teamwork, Analysis, Budgets
Education
Bellarmine University 2013 — 2017
Invesco US May 2015 - Present
Invesco US October 2014 - Present
Sodexo October 2013 - August 2014
Meyer Midwest Inc May 2014 - June 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Social Media, Team Leadership, Social Media Marketing, Teamwork, Analysis, Budgets
Education
Bellarmine University 2013 — 2017
Isabela Salas Isabela Salas's Invesco US Experience June 2014 - May 2015
Job Investment Analyst at Domain Capital Advisors LLC
Industry
Experience
Domain Capital Advisors LLC July 2015 - Present
Student Managed Investment Fund, LL December 2014 - Present
Invesco US June 2014 - May 2015
Student Managed Investment Fund, LLC May 2014 - December 2014
Kennesaw State University School of Accountnacy September 2012 - August 2014
Student Managed Investment Fund, LLC 2013 - May 2014
Rotary International August 2011 - May 2012
Skills
Leadership, Analysis, Spanish, Research, Teamwork, Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, Event Planning, Time Management, Higher Education, Data Entry, Fundraising, Community Outreach, Nonprofits, Public Relations, Corporate Finance, DCF Valuation, Equity Valuation, Problem Solving, Financial Analysis
Education
Kennesaw State University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Colegio Karl C. Parrish 1996 — 2011
Domain Capital Advisors LLC July 2015 - Present
Student Managed Investment Fund, LL December 2014 - Present
Invesco US June 2014 - May 2015
Student Managed Investment Fund, LLC May 2014 - December 2014
Kennesaw State University School of Accountnacy September 2012 - August 2014
Student Managed Investment Fund, LLC 2013 - May 2014
Rotary International August 2011 - May 2012
Skills
Leadership, Analysis, Spanish, Research, Teamwork, Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, Event Planning, Time Management, Higher Education, Data Entry, Fundraising, Community Outreach, Nonprofits, Public Relations, Corporate Finance, DCF Valuation, Equity Valuation, Problem Solving, Financial Analysis
Education
Kennesaw State University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Colegio Karl C. Parrish 1996 — 2011
Jameson Reid Wilson Jameson Reid Wilson's Invesco US Experience May 2014 - August 2014
Job Operations
Industry Financial Services
Experience
Senior Planning Advisors/Strategic Investment Advisors September 2015 - Present
Luken Investment Group August 2014 - May 2015
Invesco US May 2014 - August 2014
Kindred Healthcare June 2013 - August 2013
Galen College of Nursing June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Leadership, Microsoft Word, Public Speaking, Time Management, Financial Analysis, Customer Service, Research
Education
Belmont University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Belmont University - Jack C. Massey Graduate School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Senior Planning Advisors/Strategic Investment Advisors September 2015 - Present
Luken Investment Group August 2014 - May 2015
Invesco US May 2014 - August 2014
Kindred Healthcare June 2013 - August 2013
Galen College of Nursing June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Leadership, Microsoft Word, Public Speaking, Time Management, Financial Analysis, Customer Service, Research
Education
Belmont University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Belmont University - Jack C. Massey Graduate School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
James Lunsford James Lunsford's Invesco US Experience August 2002 - June 2008
Job Learning & Development
Industry Financial Services
Experience
Applied Catalysts April 2014 - September 2014
Priority Payment Systems August 2012 - April 2014
UBS August 2009 - December 2011
Invesco US August 2002 - June 2008
Northwestern Mutual February 2001 - January 2002
Skills
Financial Services, Call Centers, Management, Investments, Financial Analysis, Portfolio Management, Relationship Management, Account Management, Banking, Leadership, Training, Sales, Retirement, Risk Management, Series 7, Vendor Management, Business Development, Salesforce.com, Program Management, Analysis, Recruiting, Credit, Insurance, Series 63, Strategic Partnerships
Education
Dallas Theological Seminary 2008 — 2011
Master of Arts (M.A.), Biblical Studies
University of North Carolina at Chapel Hill 1995 — 1997
Bachelor of Arts, Political Science
Vanderbilt University 1993 — 1995
The Westminster Schools 1989 — 1993
Applied Catalysts April 2014 - September 2014
Priority Payment Systems August 2012 - April 2014
UBS August 2009 - December 2011
Invesco US August 2002 - June 2008
Northwestern Mutual February 2001 - January 2002
Skills
Financial Services, Call Centers, Management, Investments, Financial Analysis, Portfolio Management, Relationship Management, Account Management, Banking, Leadership, Training, Sales, Retirement, Risk Management, Series 7, Vendor Management, Business Development, Salesforce.com, Program Management, Analysis, Recruiting, Credit, Insurance, Series 63, Strategic Partnerships
Education
Dallas Theological Seminary 2008 — 2011
Master of Arts (M.A.), Biblical Studies
University of North Carolina at Chapel Hill 1995 — 1997
Bachelor of Arts, Political Science
Vanderbilt University 1993 — 1995
The Westminster Schools 1989 — 1993
Evan Weibel Evan Weibel's Invesco US Experience May 2015 - Present
Job Internal Sales Consultant with Invesco
Industry Financial Services
Experience
Invesco US May 2015 - Present
Ameriprise Financial Services, Inc. January 2013 - Present
Education
Nicholls State University 2010 — 2012
Bachelor of Science (BS), Finance
Itawamba Community College 2009 — 2010
Associate of Arts (AA)
Meridian Community College 2008 — 2009
Invesco US May 2015 - Present
Ameriprise Financial Services, Inc. January 2013 - Present
Education
Nicholls State University 2010 — 2012
Bachelor of Science (BS), Finance
Itawamba Community College 2009 — 2010
Associate of Arts (AA)
Meridian Community College 2008 — 2009
Derrick Manuel Derrick Manuel's Invesco US Experience December 2014 - Present
Job Invesco Regional Associate RIA Division
Industry Investment Management
Experience
Invesco US December 2014 - Present
Merrill Lynch September 2011 - December 2014
Bank of America May 2008 - September 2011
College Loan Corporation January 2006 - January 2008
Saint Xavier University May 2003 - December 2005
Skills
Loans, Finance, Credit, Asset Management, Banking, Budgets, CRM, Financial Modeling, Sales, Sales Management, Strategic Financial..., Securities, Series 7, Investments, Fixed Income, Financial Services, Financial Analysis, Customer Satisfaction, Management, Portfolio Management, Credit Analysis, Mutual Funds, Sales Operations, Wealth Management, Mortgage Lending, Valuation, Commercial Banking, Risk Management, Credit Risk, Relationship Management, Higher Education, Financial Planning, Commercial Lending, Business Development, Microsoft Excel, Retirement Planning
Education
Saint Xavier University 2003 — 2005
MS, Finance
Southern Illinois University, Carbondale 2002 — 2003
MS, Applied Mathematics
Saint Xavier University 1998 — 2002
BS, Actuarial Science
Governors State University
Master of Business Administration (M.B.A.), Supply Chain Management
Invesco US December 2014 - Present
Merrill Lynch September 2011 - December 2014
Bank of America May 2008 - September 2011
College Loan Corporation January 2006 - January 2008
Saint Xavier University May 2003 - December 2005
Skills
Loans, Finance, Credit, Asset Management, Banking, Budgets, CRM, Financial Modeling, Sales, Sales Management, Strategic Financial..., Securities, Series 7, Investments, Fixed Income, Financial Services, Financial Analysis, Customer Satisfaction, Management, Portfolio Management, Credit Analysis, Mutual Funds, Sales Operations, Wealth Management, Mortgage Lending, Valuation, Commercial Banking, Risk Management, Credit Risk, Relationship Management, Higher Education, Financial Planning, Commercial Lending, Business Development, Microsoft Excel, Retirement Planning
Education
Saint Xavier University 2003 — 2005
MS, Finance
Southern Illinois University, Carbondale 2002 — 2003
MS, Applied Mathematics
Saint Xavier University 1998 — 2002
BS, Actuarial Science
Governors State University
Master of Business Administration (M.B.A.), Supply Chain Management
Jason Bernier Jason Bernier's Invesco US Experience July 2015 - Present
Job Senior Execution Management System Developer at Invesco
Industry Computer Software
Experience
Invesco US July 2015 - Present
NOAA: National Oceanic & Atmospheric Administration under contract from SGT Inc August 2014 - June 2015
Goldman Sachs July 2010 - April 2014
Goldman Sachs June 2007 - August 2009
Lockheed Martin May 2005 - August 2006
Education
Hampton University 2007 — 2010
Master's Degree, Computer Science, 3.83
Hampton University 2003 — 2007
Bachelor's Degree, Computer Science, 3.37
Invesco US July 2015 - Present
NOAA: National Oceanic & Atmospheric Administration under contract from SGT Inc August 2014 - June 2015
Goldman Sachs July 2010 - April 2014
Goldman Sachs June 2007 - August 2009
Lockheed Martin May 2005 - August 2006
Education
Hampton University 2007 — 2010
Master's Degree, Computer Science, 3.83
Hampton University 2003 — 2007
Bachelor's Degree, Computer Science, 3.37
Sean Samson Sean Samson's Invesco US Experience February 2014 - February 2015
Job CT Analytics Analyst at BNY Mellon
Industry Banking
Experience
BNY Mellon February 2015 - Present
Invesco US February 2014 - February 2015
Enterprise Rent-A-Car May 2013 - August 2013
Incapital June 2012 - December 2012
Thistle Asset Consulting June 2011 - June 2012
Pi Kappa Alpha Kappa Mu Chapter September 2011 - May 2012
Broward County Parks and Recreation April 2006 - August 2009
Skills
PowerPoint, Microsoft Excel, Leadership, Teamwork, Financial Analysis, Critical Thinking, Microsoft Office, Research, Team Leadership, Microsoft Word, Strategic Planning, Project Management, Finance, Valuation, Data Analysis
Education
Florida International University 2007 — 2013
Bachelor of Arts (BA), Finance
University of Waterloo 2009 — 2012
No Degree, Mathematics, Minor in Economics
BNY Mellon February 2015 - Present
Invesco US February 2014 - February 2015
Enterprise Rent-A-Car May 2013 - August 2013
Incapital June 2012 - December 2012
Thistle Asset Consulting June 2011 - June 2012
Pi Kappa Alpha Kappa Mu Chapter September 2011 - May 2012
Broward County Parks and Recreation April 2006 - August 2009
Skills
PowerPoint, Microsoft Excel, Leadership, Teamwork, Financial Analysis, Critical Thinking, Microsoft Office, Research, Team Leadership, Microsoft Word, Strategic Planning, Project Management, Finance, Valuation, Data Analysis
Education
Florida International University 2007 — 2013
Bachelor of Arts (BA), Finance
University of Waterloo 2009 — 2012
No Degree, Mathematics, Minor in Economics
Karen Halsema's Invesco US Experience April 1986 - September 1991
Job Independent Real Estate Broker at Keller Williams
Industry Real Estate
Experience
Keller Williams Realty October 2003 - Present
Invesco US April 1986 - September 1991
Southmark Equities Corp. November 1981 - June 1985
Skills
Real Estate, Sellers, Real Estate Transactions, ABR, Buyer Representation, e-PRO, Relocation, Property, Investment Properties, New Home Sales, Condos, Short Sales, Single Family Homes, First Time Home Buyers, Foreclosures, Investors, Listings, Referrals, New Homes, Relocation Buyers, Seller Representation, Move Up Buyers, National Association of..., Vacation Homes, 1031 Exchanges, Real Property, Townhomes, Seniors, Buyers, Brokerage
Education
Indiana University Bloomington 1977 — 1981
AB, Journalism
Central Catholic High School, Lafayette, Indiana
Keller Williams Realty October 2003 - Present
Invesco US April 1986 - September 1991
Southmark Equities Corp. November 1981 - June 1985
Skills
Real Estate, Sellers, Real Estate Transactions, ABR, Buyer Representation, e-PRO, Relocation, Property, Investment Properties, New Home Sales, Condos, Short Sales, Single Family Homes, First Time Home Buyers, Foreclosures, Investors, Listings, Referrals, New Homes, Relocation Buyers, Seller Representation, Move Up Buyers, National Association of..., Vacation Homes, 1031 Exchanges, Real Property, Townhomes, Seniors, Buyers, Brokerage
Education
Indiana University Bloomington 1977 — 1981
AB, Journalism
Central Catholic High School, Lafayette, Indiana
Nathan Montgomery Nathan Montgomery's Invesco US Experience January 2002 - July 2005
Job Senior Accounting Leader | Controls | Transactional Accounting | Process Improvements | Strategic Partner
Industry Accounting
Experience
BlueLinx Corporation June 2015 - Present
The Wendy's Company June 2012 - February 2015
The Wendy's Company April 2009 - June 2012
Merrill Lynch (Princeton Retirement) July 2005 - April 2009
Invesco US January 2002 - July 2005
Invesco US January 2001 - December 2001
OneCoast October 1999 - December 2000
Turner Broadcasting System 1996 - October 1999
Skills
Process Improvement, Leadership, Shared Services, Accounts Receivable, Accounts Payable, Property Accounting, Accounting, Training, Management, Internal Controls, Sarbanes-Oxley Act
Education
Georgia State University
BA
BlueLinx Corporation June 2015 - Present
The Wendy's Company June 2012 - February 2015
The Wendy's Company April 2009 - June 2012
Merrill Lynch (Princeton Retirement) July 2005 - April 2009
Invesco US January 2002 - July 2005
Invesco US January 2001 - December 2001
OneCoast October 1999 - December 2000
Turner Broadcasting System 1996 - October 1999
Skills
Process Improvement, Leadership, Shared Services, Accounts Receivable, Accounts Payable, Property Accounting, Accounting, Training, Management, Internal Controls, Sarbanes-Oxley Act
Education
Georgia State University
BA
Margaret Baumann Margaret Baumann's Invesco US Experience May 2009 - August 2009
Job Global Distillates Trading Analyst at BP
Industry Oil & Energy
Experience
BP June 2015 - Present
Georgia Institute of Technology August 2012 - May 2014
Louisville Water Company May 2013 - August 2013
Louisville Water Company May 2012 - August 2012
Invesco US May 2009 - August 2009
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master's Degree, Masters of Science in Management, Magna Cum Laude
Georgia Institute of Technology 2010 — 2014
Bachelor's Degree, Chemical and Biomolecular Engineering, Magna Cum Laude
BP June 2015 - Present
Georgia Institute of Technology August 2012 - May 2014
Louisville Water Company May 2013 - August 2013
Louisville Water Company May 2012 - August 2012
Invesco US May 2009 - August 2009
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master's Degree, Masters of Science in Management, Magna Cum Laude
Georgia Institute of Technology 2010 — 2014
Bachelor's Degree, Chemical and Biomolecular Engineering, Magna Cum Laude
Jamie McDaniel, MBA's Invesco US Experience September 2000 - May 2004
Job The Carolinas Financial Network
Industry Marketing and Advertising
Experience
AARP April 2015 - June 2015
Breaker January 2015 - April 2015
Headway Workforce Solutions November 2013 - October 2014
Team Leadership Planning Branding Program Execution August 2013 - November 2013
Allscripts August 2011 - August 2013
PhoneTree July 2007 - July 2011
BB&T June 2005 - July 2007
Invesco US September 2000 - May 2004
First Union Securities September 1999 - May 2000
UBS Investment Bank December 1997 - September 1999
Skills
Email Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Lead Generation, Marketing, Salesforce.com, Social Media Marketing, Strategic Planning, Social Media, Marketing Management, B2B Marketing, Advertising, Public Relations, Product Marketing, Digital Marketing, Event Management, Web Analytics, Corporate Communications, Cross-functional Team..., Business Development, Leadership, Management, Newsletters, Sales, Brand Positioning..., Branding & Identity, Strategy, Pragmatic Marketing..., Marketo
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2004
MBA
Rhodes College 1990 — 1994
BA, History
Episcopal High School 1986 — 1990
AARP April 2015 - June 2015
Breaker January 2015 - April 2015
Headway Workforce Solutions November 2013 - October 2014
Team Leadership Planning Branding Program Execution August 2013 - November 2013
Allscripts August 2011 - August 2013
PhoneTree July 2007 - July 2011
BB&T June 2005 - July 2007
Invesco US September 2000 - May 2004
First Union Securities September 1999 - May 2000
UBS Investment Bank December 1997 - September 1999
Skills
Email Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Lead Generation, Marketing, Salesforce.com, Social Media Marketing, Strategic Planning, Social Media, Marketing Management, B2B Marketing, Advertising, Public Relations, Product Marketing, Digital Marketing, Event Management, Web Analytics, Corporate Communications, Cross-functional Team..., Business Development, Leadership, Management, Newsletters, Sales, Brand Positioning..., Branding & Identity, Strategy, Pragmatic Marketing..., Marketo
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2004
MBA
Rhodes College 1990 — 1994
BA, History
Episcopal High School 1986 — 1990
Carmelo Ruiz Carmelo Ruiz's Invesco US Experience July 2014 - Present
Job at
Industry Restaurants
Experience
Invesco US July 2014 - Present
Einstein Noah Restaurant Group, Inc. June 2010 - Present
Jimmy John's August 2008 - June 2010
Lettuce Entertain You Restaurants October 2006 - August 2008
RESTAURANTS-AMERICA February 2002 - September 2006
Skills
Development & delivery..., Management Training..., Employee Training, Team Building, Restaurant Management, Sales, Multi-unit, Income Statement, Franchising, Menu Development, Catering, Profit, Inventory Management, Food Safety, Customer Service, Hiring, Hospitality Management, Human Resources, Strategic Planning
Education
Columbia College Chicago
Bachelor's degree
Invesco US July 2014 - Present
Einstein Noah Restaurant Group, Inc. June 2010 - Present
Jimmy John's August 2008 - June 2010
Lettuce Entertain You Restaurants October 2006 - August 2008
RESTAURANTS-AMERICA February 2002 - September 2006
Skills
Development & delivery..., Management Training..., Employee Training, Team Building, Restaurant Management, Sales, Multi-unit, Income Statement, Franchising, Menu Development, Catering, Profit, Inventory Management, Food Safety, Customer Service, Hiring, Hospitality Management, Human Resources, Strategic Planning
Education
Columbia College Chicago
Bachelor's degree
Garrett Simpson Garrett Simpson's Invesco US Experience April 2014 - Present
Job Analyst at Invesco Real Estate
Industry Real Estate
Experience
Invesco US April 2014 - Present
Granberry Commercial Properties November 2012 - April 2014
Newmark Grubb Knight Frank November 2010 - October 2012
C. L. McDade & Company June 2008 - May 2009
Granberry Commercial Properties May 2006 - July 2006
Education
Baylor University
BACHELOR, BUSINESS ADMINISTRATION; Real Estate and Professional Selling
Invesco US April 2014 - Present
Granberry Commercial Properties November 2012 - April 2014
Newmark Grubb Knight Frank November 2010 - October 2012
C. L. McDade & Company June 2008 - May 2009
Granberry Commercial Properties May 2006 - July 2006
Education
Baylor University
BACHELOR, BUSINESS ADMINISTRATION; Real Estate and Professional Selling
Jim Cronin, CIMA's Invesco US Experience 1994 - 1996
Job Head of USIS Financial Advisors Broker/Dealer at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price November 2014 - Present
TS Capital, LLC May 2014 - November 2014
Sentinel Financial Services Company November 2006 - December 2013
MFS Investment Management 2000 - 2006
AllianceBernstein 1996 - 2000
Invesco US 1994 - 1996
LPL 1990 - 1992
American Finance Group 1985 - 1990
Education
Bentley University
Bachelor of Science (BS), Economics
T. Rowe Price November 2014 - Present
TS Capital, LLC May 2014 - November 2014
Sentinel Financial Services Company November 2006 - December 2013
MFS Investment Management 2000 - 2006
AllianceBernstein 1996 - 2000
Invesco US 1994 - 1996
LPL 1990 - 1992
American Finance Group 1985 - 1990
Education
Bentley University
Bachelor of Science (BS), Economics
Christopher Gore Christopher Gore's Invesco US Experience December 2014 - February 2015
Job Sharepoint Consultant at DTI LLC
Industry Computer Software
Experience
DTI LLC August 2015 - Present
Inquire Technologies, LLC January 2000 - Present
Invesco US December 2014 - February 2015
Munich Re July 2014 - February 2015
C3 April 2014 - July 2014
Centers for Disease Control and Prevention September 2013 - April 2014
Atlanta Housing Authority May 2013 - December 2013
Allscripts August 2012 - October 2012
Sandy Springs Police Department March 2012 - August 2012
Abel Solutions January 2012 - August 2012
Skills
SharePoint, Microsoft Office, Business Analysis, Business Strategy, Business Planning, Business Intelligence, Business Management, Small Business, Team Leadership, Technical Architecture, Technical Management, Technical Leadership, Technical Design, Graphic Design, Software Project..., Entrepreneur, Social Media, Technical Training, Cloud Computing, IT Strategy, IT Management, IT Governance, Video Games, Franchising, Solution Architecture, Enterprise Content..., Governance, Enterprise Architecture, Document Management, Consultancy, SharePoint Designer, Microsoft Technologies, Business Process..., MOSS 2007, Integration, Application Architecture, Enterprise Software, Professional Services, ECM, System Architecture, Information Management, InfoPath, Microsoft Office..., Strategy, Business Development, Architectures, Management, Architecture, Consulting, Information Architecture
Education
Kennesaw State University 2002 — 2004
Executive Masters of Business Administration, Executive Management
Kennesaw State University 2000 — 2002
Bachelors of Business Administration, Finance
Macon State College 1994 — 1998
Associates of Science, Business Information Technology
DTI LLC August 2015 - Present
Inquire Technologies, LLC January 2000 - Present
Invesco US December 2014 - February 2015
Munich Re July 2014 - February 2015
C3 April 2014 - July 2014
Centers for Disease Control and Prevention September 2013 - April 2014
Atlanta Housing Authority May 2013 - December 2013
Allscripts August 2012 - October 2012
Sandy Springs Police Department March 2012 - August 2012
Abel Solutions January 2012 - August 2012
Skills
SharePoint, Microsoft Office, Business Analysis, Business Strategy, Business Planning, Business Intelligence, Business Management, Small Business, Team Leadership, Technical Architecture, Technical Management, Technical Leadership, Technical Design, Graphic Design, Software Project..., Entrepreneur, Social Media, Technical Training, Cloud Computing, IT Strategy, IT Management, IT Governance, Video Games, Franchising, Solution Architecture, Enterprise Content..., Governance, Enterprise Architecture, Document Management, Consultancy, SharePoint Designer, Microsoft Technologies, Business Process..., MOSS 2007, Integration, Application Architecture, Enterprise Software, Professional Services, ECM, System Architecture, Information Management, InfoPath, Microsoft Office..., Strategy, Business Development, Architectures, Management, Architecture, Consulting, Information Architecture
Education
Kennesaw State University 2002 — 2004
Executive Masters of Business Administration, Executive Management
Kennesaw State University 2000 — 2002
Bachelors of Business Administration, Finance
Macon State College 1994 — 1998
Associates of Science, Business Information Technology
Suresh Tipirneni Suresh Tipirneni's Invesco US Experience February 2014 - December 2014
Job Java Portal Developer at HewlettPackard
Industry Information Technology and Services
Experience
HSOFT LLC August 2011 - Present
Hewlett-Packard January 2015 - September 2015
Invesco US February 2014 - December 2014
Reliant Energy April 2012 - January 2014
TEKsystems October 2011 - April 2012
University of Texas System April 2008 - September 2011
Gateway-IT 2011 - 2011
Alcatel-Lucent November 2004 - December 2007
Amsol November 2003 - December 2007
UBS March 2004 - October 2004
Skills
Content Management, Cheminformatics, Gas Industry, Bioinformatics, Proteomics, HL7, Unix, SDLC, Healthcare Information..., Java, Business Analysis, Systems Analysis, Databases, Java Enterprise Edition, Software Development, Portals, Enterprise Portals, Security, Enterprise Architecture, SOA, Solution Architecture, Agile Methodologies, Enterprise Software, Scrum, Requirements Analysis, Consulting
Education
University of Cincinnati 1995 — 1997
CS, MS
Villanova University 2011 — 2012
Certificate, IS Security
Jawaharlal Nehru Technological University 1991 — 1995
BTECH, MECH
HSOFT LLC August 2011 - Present
Hewlett-Packard January 2015 - September 2015
Invesco US February 2014 - December 2014
Reliant Energy April 2012 - January 2014
TEKsystems October 2011 - April 2012
University of Texas System April 2008 - September 2011
Gateway-IT 2011 - 2011
Alcatel-Lucent November 2004 - December 2007
Amsol November 2003 - December 2007
UBS March 2004 - October 2004
Skills
Content Management, Cheminformatics, Gas Industry, Bioinformatics, Proteomics, HL7, Unix, SDLC, Healthcare Information..., Java, Business Analysis, Systems Analysis, Databases, Java Enterprise Edition, Software Development, Portals, Enterprise Portals, Security, Enterprise Architecture, SOA, Solution Architecture, Agile Methodologies, Enterprise Software, Scrum, Requirements Analysis, Consulting
Education
University of Cincinnati 1995 — 1997
CS, MS
Villanova University 2011 — 2012
Certificate, IS Security
Jawaharlal Nehru Technological University 1991 — 1995
BTECH, MECH
Jeff Lynn Jeff Lynn's Invesco US Experience September 1999 - July 2001
Job Attorney, DavidJeffries, LLC
Industry Law Practice
Experience
david-jeffries, LLC, A Law Firm August 2009 - Present
Wells Real Estate Funds July 2001 - July 2009
Invesco US September 1999 - July 2001
Clinical Pathology Laboratories October 1996 - September 1999
Skills
Real Estate Transactions, Commercial Real Estate, Real Property, Property Law, Titles, Closings, Loan Closings, Refinance, Reverse Mortgages, Residential Mortgages, Investments, Strategic Financial..., Mediation, Trusts
Education
Atlanta's John Marshall Law School
Doctor of Law (J.D.), Legal Studies, General
Georgia Institute of Technology
Certification in Software Engineering
Guilford College
Bachelor of Arts (B.A.)
McCallie
University of North Carolina at Chapel Hill
david-jeffries, LLC, A Law Firm August 2009 - Present
Wells Real Estate Funds July 2001 - July 2009
Invesco US September 1999 - July 2001
Clinical Pathology Laboratories October 1996 - September 1999
Skills
Real Estate Transactions, Commercial Real Estate, Real Property, Property Law, Titles, Closings, Loan Closings, Refinance, Reverse Mortgages, Residential Mortgages, Investments, Strategic Financial..., Mediation, Trusts
Education
Atlanta's John Marshall Law School
Doctor of Law (J.D.), Legal Studies, General
Georgia Institute of Technology
Certification in Software Engineering
Guilford College
Bachelor of Arts (B.A.)
McCallie
University of North Carolina at Chapel Hill
ida jeng's Invesco US Experience January 2014 - November 2014
Job IT Consultant at CA API Management
Industry Computer & Network Security
Experience
CA API Management November 2014 - Present
Invesco US January 2014 - November 2014
Pacific pulmonary April 2012 - May 2013
Starbucks May 2006 - April 2012
Skills
Java, JavaScript, C++, SQL, Python, HTML, Oracle, Data Structures, Object Oriented Design, Cryptography, Linux, CSS, Microsoft SQL Server, Customer Service, Databases, Public Speaking
Education
Kentucky State University 2009 — 2013
Bachelor's degree, Computer Science
Kentucky State University 2009 — 2013
Bachelor's degree, Computer Science
CA API Management November 2014 - Present
Invesco US January 2014 - November 2014
Pacific pulmonary April 2012 - May 2013
Starbucks May 2006 - April 2012
Skills
Java, JavaScript, C++, SQL, Python, HTML, Oracle, Data Structures, Object Oriented Design, Cryptography, Linux, CSS, Microsoft SQL Server, Customer Service, Databases, Public Speaking
Education
Kentucky State University 2009 — 2013
Bachelor's degree, Computer Science
Kentucky State University 2009 — 2013
Bachelor's degree, Computer Science
Casika Scrubbs Casika Scrubbs's Invesco US Experience April 2015 - Present
Job Pricing Analyst at Invesco
Industry Investment Management
Experience
Invesco US April 2015 - Present
Barclays September 2013 - December 2014
Vaughan Nelson March 2012 - September 2013
Deutsche Bank October 2007 - May 2010
Prudential Financial February 2005 - October 2007
Nationwide PEBSCO 1996 - 1998
Skills
Bloomberg, Portfolio Management, Valuation, Investments, Hedge Funds, Corporate Finance, Asset Management, Equity Research, Equity Derivatives, Equity Trading, Confirmation, Investment Banking, Investment Management, Capital Markets, Customer Service, Derivatives
Education
University of Houston 2001 — 2003
Bachelor of Business Administration (BBA), Finance, General
Keller Graduate School of Management of DeVry University
Invesco US April 2015 - Present
Barclays September 2013 - December 2014
Vaughan Nelson March 2012 - September 2013
Deutsche Bank October 2007 - May 2010
Prudential Financial February 2005 - October 2007
Nationwide PEBSCO 1996 - 1998
Skills
Bloomberg, Portfolio Management, Valuation, Investments, Hedge Funds, Corporate Finance, Asset Management, Equity Research, Equity Derivatives, Equity Trading, Confirmation, Investment Banking, Investment Management, Capital Markets, Customer Service, Derivatives
Education
University of Houston 2001 — 2003
Bachelor of Business Administration (BBA), Finance, General
Keller Graduate School of Management of DeVry University
Avinash Tarte Avinash Tarte's Invesco US Experience February 2015 - Present
Job Senior EMS Developer at Invesco US
Industry Investment Management
Experience
Invesco US February 2015 - Present
Barclays Capital , SingaporeAug 2008 - Today August 2008 - June 2013
Cognizant Technology Solutions February 2007 - August 2008
Sungard Offshore Services April 2004 - February 2007
PTC August 2000 - April 2004
SoftTech Engineers Pvt. Ltd August 1998 - July 2000
Skills
Perl, C++, Sybase, Solaris, Equities, Shell Scripting, Trading, Equity Trading, Exchange Connectivity, Linux, C, Trading Systems, FX Options, Market Data, Visual C++, Order Management, SQL, R, Matlab, SAS, Equities Technology, Derivatives Trading, Stata, VBA
Education
University of Michigan 2013 — 2014
Master of Science (MS), Financial Engineering
Pune University 1997 — 2000
M.B.A, Operations research and Systems Management
CDAC ACTS Pune 1998 — 1998
Diploma in Advanced Computing, Software Programming
College of Engineering Pune 1992 — 1996
Bachelor of engineering, Civil Engineering
Invesco US February 2015 - Present
Barclays Capital , SingaporeAug 2008 - Today August 2008 - June 2013
Cognizant Technology Solutions February 2007 - August 2008
Sungard Offshore Services April 2004 - February 2007
PTC August 2000 - April 2004
SoftTech Engineers Pvt. Ltd August 1998 - July 2000
Skills
Perl, C++, Sybase, Solaris, Equities, Shell Scripting, Trading, Equity Trading, Exchange Connectivity, Linux, C, Trading Systems, FX Options, Market Data, Visual C++, Order Management, SQL, R, Matlab, SAS, Equities Technology, Derivatives Trading, Stata, VBA
Education
University of Michigan 2013 — 2014
Master of Science (MS), Financial Engineering
Pune University 1997 — 2000
M.B.A, Operations research and Systems Management
CDAC ACTS Pune 1998 — 1998
Diploma in Advanced Computing, Software Programming
College of Engineering Pune 1992 — 1996
Bachelor of engineering, Civil Engineering
Jill Maybaum's Invesco US Experience January 2013 - Present
Job Retirement National Account Manager at Invesco US
Industry Financial Services
Experience
Invesco US January 2013 - Present
Invesco Ltd. December 2007 - December 2012
Van Kampen January 1997 - June 2010
KAMPEN INVESTMENTS January 2007 - January 2007
Van Kampen Investments January 2004 - January 2007
Van Kampen Investments January 1999 - January 2004
INVESCO VAN KAMPEN INVESTMENTS January 1999 - January 2004
Van Kampen Invesmtents January 1998 - January 1999
Van Kampen January 1998 - January 1999
Van Kampen January 1997 - January 1998
Skills
Mutual Funds, Marketing, CRM, Investments
Education
Lewis University 2005 — 2007
Masters, Business Administration
Lewis University 2001 — 2005
Bachelor, Business Administration
Marian Catholic 1984 — 1988
Joliet Junior College
Associate, Hospitality & Restaurant Management
Lewis University
Bachelor, Business Administration
Lewis University
Masters, Business Administration
Invesco US January 2013 - Present
Invesco Ltd. December 2007 - December 2012
Van Kampen January 1997 - June 2010
KAMPEN INVESTMENTS January 2007 - January 2007
Van Kampen Investments January 2004 - January 2007
Van Kampen Investments January 1999 - January 2004
INVESCO VAN KAMPEN INVESTMENTS January 1999 - January 2004
Van Kampen Invesmtents January 1998 - January 1999
Van Kampen January 1998 - January 1999
Van Kampen January 1997 - January 1998
Skills
Mutual Funds, Marketing, CRM, Investments
Education
Lewis University 2005 — 2007
Masters, Business Administration
Lewis University 2001 — 2005
Bachelor, Business Administration
Marian Catholic 1984 — 1988
Joliet Junior College
Associate, Hospitality & Restaurant Management
Lewis University
Bachelor, Business Administration
Lewis University
Masters, Business Administration
Elena Demidova Elena Demidova's Invesco US Experience 2006 - 2006
Job Manager, Commercial Strategy at CEMEX
Industry Oil & Energy
Experience
CEMEX September 2015 - Present
Shell Oil Company September 2012 - August 2015
Board of Directors, Jones School of Business Alumni Association, Rice University August 2012 - August 2015
Shell Global Solutions November 2010 - August 2012
Motiva Enterprises LLC, Shell JV June 2009 - November 2010
Shell Global Solutions June 2009 - September 2009
JPMorgan Chase 2007 - 2007
OTC inc January 2005 - December 2006
Invesco US 2006 - 2006
Tradix January 2004 - 2005
Skills
Leadership, Energy, Strategy, Contract Negotiation, Project Management, Petroleum, Procurement, Business Development, Risk Management, Oil & Gas, Natural Gas, Analysis, Oil&Gas, Oil/Gas, Financial Modeling, Oil, Upstream, Communication, Business Strategy, Energy Industry
Education
Jones Graduate School of Business, Rice University 2007 — 2009
MBA, Business Administration
Syracuse University 1998 — 1999
Master, Public Administration
CEMEX September 2015 - Present
Shell Oil Company September 2012 - August 2015
Board of Directors, Jones School of Business Alumni Association, Rice University August 2012 - August 2015
Shell Global Solutions November 2010 - August 2012
Motiva Enterprises LLC, Shell JV June 2009 - November 2010
Shell Global Solutions June 2009 - September 2009
JPMorgan Chase 2007 - 2007
OTC inc January 2005 - December 2006
Invesco US 2006 - 2006
Tradix January 2004 - 2005
Skills
Leadership, Energy, Strategy, Contract Negotiation, Project Management, Petroleum, Procurement, Business Development, Risk Management, Oil & Gas, Natural Gas, Analysis, Oil&Gas, Oil/Gas, Financial Modeling, Oil, Upstream, Communication, Business Strategy, Energy Industry
Education
Jones Graduate School of Business, Rice University 2007 — 2009
MBA, Business Administration
Syracuse University 1998 — 1999
Master, Public Administration
Meredith Gay Meredith Gay's Invesco US Experience July 1998 - June 2005
Job Accounting Consultant at Self Employed
Industry Accounting
Experience
Self Employed January 2010 - Present
Invesco US July 1998 - June 2005
Wilson & Nolan Management Corp. July 1996 - June 1998
Skills
CPA
Education
The University of Georgia 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Georgia State University 1996 — 1998
Master of Business Administration (MBA), Accounting
Self Employed January 2010 - Present
Invesco US July 1998 - June 2005
Wilson & Nolan Management Corp. July 1996 - June 1998
Skills
CPA
Education
The University of Georgia 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Georgia State University 1996 — 1998
Master of Business Administration (MBA), Accounting
Sam Musa, MBA, SSGB's Invesco US Experience July 2014 - March 2015
Job Six Sigma/Business Process Reengineering Consultant at PHH Corporation
Industry Information Technology and Services
Experience
Lost Penny Consulting Inc. August 2004 - Present
PHH Corporation March 2015 - Present
Invesco US July 2014 - March 2015
Union Bank March 2014 - July 2014
HSBC September 2013 - February 2014
BankUnited May 2013 - September 2013
Scotiabank July 2012 - April 2013
Lender Processing Services, Inc. (LPS) February 2012 - July 2012
Fidelity Investments February 2011 - January 2012
Wells Fargo 2009 - January 2012
Education
The George Washington University - School of Business 2013 — 2015
Master's of Science, Project Management
Lansbridge University 2007 — 2009
MBA, Operations & Technology
Ryerson University 1995 — 1999
Bachelor of Arts, Information Management
University of Toronto at Scarborough 1991 — 1996
BA, Economics
University of Toronto 1991 — 1994
BA, Economics
David & Marry Thomson
Lost Penny Consulting Inc. August 2004 - Present
PHH Corporation March 2015 - Present
Invesco US July 2014 - March 2015
Union Bank March 2014 - July 2014
HSBC September 2013 - February 2014
BankUnited May 2013 - September 2013
Scotiabank July 2012 - April 2013
Lender Processing Services, Inc. (LPS) February 2012 - July 2012
Fidelity Investments February 2011 - January 2012
Wells Fargo 2009 - January 2012
Education
The George Washington University - School of Business 2013 — 2015
Master's of Science, Project Management
Lansbridge University 2007 — 2009
MBA, Operations & Technology
Ryerson University 1995 — 1999
Bachelor of Arts, Information Management
University of Toronto at Scarborough 1991 — 1996
BA, Economics
University of Toronto 1991 — 1994
BA, Economics
David & Marry Thomson
Marc Montanari Marc Montanari's Invesco US Experience May 1995 - January 2004
Job Deputy Regional Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2011 - Present
First Republic Bank January 2006 - June 2011
Boston Private Bank April 2004 - December 2005
Invesco US May 1995 - January 2004
Putnam Investments August 1992 - May 1995
Boston Safe Deposit & Trust Company September 1986 - August 1992
IBM February 1985 - August 1986
Skills
Financial Services, Mutual Funds, Equities, Fixed Income, Relationship Management, Hedge Funds, Investment Management, Private Equity, Management, Estate Planning, Mortgage Lending, Marketing, Sales, High Net Worth..., Venture Capital
Education
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1986
Master of Business Administration (MBA), Finance, General
Arizona State University 1980 — 1984
Bachelors of Science, Business
First Republic Bank June 2011 - Present
First Republic Bank January 2006 - June 2011
Boston Private Bank April 2004 - December 2005
Invesco US May 1995 - January 2004
Putnam Investments August 1992 - May 1995
Boston Safe Deposit & Trust Company September 1986 - August 1992
IBM February 1985 - August 1986
Skills
Financial Services, Mutual Funds, Equities, Fixed Income, Relationship Management, Hedge Funds, Investment Management, Private Equity, Management, Estate Planning, Mortgage Lending, Marketing, Sales, High Net Worth..., Venture Capital
Education
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1986
Master of Business Administration (MBA), Finance, General
Arizona State University 1980 — 1984
Bachelors of Science, Business
Christopher Tackett's Invesco US Experience November 2001 - April 2014
Job Investment Management Professional
Industry Investment Management
Experience
Invesco US November 2001 - April 2014
Skills
Investments, Equities, Fixed Income, Alternative Investments, Bloomberg, Securities, Investment Management, Process Improvement, Microsoft Excel, Financial Services
Education
Eastern Kentucky University
Invesco US November 2001 - April 2014
Skills
Investments, Equities, Fixed Income, Alternative Investments, Bloomberg, Securities, Investment Management, Process Improvement, Microsoft Excel, Financial Services
Education
Eastern Kentucky University
Marty J. Flynn's Invesco US Experience July 1998 - May 2000
Job Institutional Equity Sales
Industry Financial Services
Experience
UBS Investment Bank June 2011 - April 2014
D.A. Davidson & Co. August 2010 - June 2011
Thomas Weisel Partners November 2009 - May 2010
Jefferies LLC April 2006 - December 2007
UBS Investment Bank June 2002 - March 2006
ABN AMRO Bank N.V. May 2000 - May 2002
Invesco US July 1998 - May 2000
University of TX @ Austin MBA investment Fund January 1997 - May 1997
Deutsche Bank July 1994 - August 1996
Nomura Research Institute November 1992 - July 1994
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (M.B.A.), Accounting and Finance
Fordham University 1987 — 1991
Bachelor's Degree, Finance, General
UBS Investment Bank June 2011 - April 2014
D.A. Davidson & Co. August 2010 - June 2011
Thomas Weisel Partners November 2009 - May 2010
Jefferies LLC April 2006 - December 2007
UBS Investment Bank June 2002 - March 2006
ABN AMRO Bank N.V. May 2000 - May 2002
Invesco US July 1998 - May 2000
University of TX @ Austin MBA investment Fund January 1997 - May 1997
Deutsche Bank July 1994 - August 1996
Nomura Research Institute November 1992 - July 1994
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (M.B.A.), Accounting and Finance
Fordham University 1987 — 1991
Bachelor's Degree, Finance, General
Imani Benjamin's Invesco US Experience July 2014 - Present
Job Sr. Derivatives Specialist at Invesco
Industry Financial Services
Experience
Invesco US July 2014 - Present
State Street Corporation August 2009 - Present
State Street Financial Bank August 2007 - August 2009
The Home Depot August 2003 - March 2007
Skills
Risk Management, Accounting, Banking, Customer Service, Financial Services, Finance, Management, Leadership, Microsoft Word, Microsoft Excel, Portfolio Management
Education
Eastern Nazarene College 2003 — 2007
Bachelor of Science (BSc), Pyschology and Sociology
Invesco US July 2014 - Present
State Street Corporation August 2009 - Present
State Street Financial Bank August 2007 - August 2009
The Home Depot August 2003 - March 2007
Skills
Risk Management, Accounting, Banking, Customer Service, Financial Services, Finance, Management, Leadership, Microsoft Word, Microsoft Excel, Portfolio Management
Education
Eastern Nazarene College 2003 — 2007
Bachelor of Science (BSc), Pyschology and Sociology
Colin Oberg Colin Oberg's Invesco US Experience April 2015 - Present
Job Real Estate Acquisitions at Invesco Ltd.
Industry Commercial Real Estate
Experience
Invesco US April 2015 - Present
HFF July 2014 - April 2015
HFF May 2012 - June 2014
Tishman Speyer June 2011 - August 2011
Core Plus Properties LLC November 2008 - August 2010
Core Plus Properties LLC September 2007 - October 2008
Skills
Market Analysis, Underwriting, Asset Management, Financial Modeling, Real Estate Transactions, Real Estate Development, Fundraising, Due Diligence, Argus Modeling, Real Estate Capital..., Excel Modeling, Commercial Real Estate..., Real Estate, Analysis, Commercial Real Estate, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Real Estate Finance
Colgate University 2003 — 2007
Bachelor of Arts (BA)
Invesco US April 2015 - Present
HFF July 2014 - April 2015
HFF May 2012 - June 2014
Tishman Speyer June 2011 - August 2011
Core Plus Properties LLC November 2008 - August 2010
Core Plus Properties LLC September 2007 - October 2008
Skills
Market Analysis, Underwriting, Asset Management, Financial Modeling, Real Estate Transactions, Real Estate Development, Fundraising, Due Diligence, Argus Modeling, Real Estate Capital..., Excel Modeling, Commercial Real Estate..., Real Estate, Analysis, Commercial Real Estate, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Real Estate Finance
Colgate University 2003 — 2007
Bachelor of Arts (BA)
Jeff Pierce Jeff Pierce's Invesco US Experience June 2015 - Present
Job Product Marketing Director at Invesco US
Industry Financial Services
Experience
Invesco US June 2015 - Present
IntercontinentalExchange January 2008 - March 2015
Simon Property Group 2004 - 2008
Skills
Marketing Communications, Social Media Marketing, Online Advertising, Marketing Strategy, Corporate Communications, Strategic Partnerships, Strategy, Marketing, Media Relations, Strategic Communications, Integrated Marketing, Public Relations, Social Media, Email Marketing, Management, Digital Marketing, Advertising, Strategic Planning, Leadership, Online Marketing, Brand Development, Event Planning, Direct Marketing, Business Development, Event Management
Education
Northwestern University 2015 — 2016
Master's Degree, Predictive Analytics
Georgia State University 2002 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Texas State University 1992 — 1996
BA, Communications
Invesco US June 2015 - Present
IntercontinentalExchange January 2008 - March 2015
Simon Property Group 2004 - 2008
Skills
Marketing Communications, Social Media Marketing, Online Advertising, Marketing Strategy, Corporate Communications, Strategic Partnerships, Strategy, Marketing, Media Relations, Strategic Communications, Integrated Marketing, Public Relations, Social Media, Email Marketing, Management, Digital Marketing, Advertising, Strategic Planning, Leadership, Online Marketing, Brand Development, Event Planning, Direct Marketing, Business Development, Event Management
Education
Northwestern University 2015 — 2016
Master's Degree, Predictive Analytics
Georgia State University 2002 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Texas State University 1992 — 1996
BA, Communications
Dixie Ann Hanes Dixie Ann Hanes's Invesco US Experience May 2001 - December 2006
Job Director Facilities at InvescoRetired
Industry Investment Management
Experience
Stewart M. Long & Associates, LLC October 2009 - Present
Invesco Lt January 2007 - September 2009
Invesco US May 2001 - December 2006
Bank of America 1990 - 2000
Skills
Asset Managment, Risk Management, Due Diligence, Portfolio Management, Process Improvement, Mergers & Acquisitions, Alternative Investments, Asset Management, Management, Investments, Equities, Financial Modeling
Education
Emory University
BA, Economics
Stewart M. Long & Associates, LLC October 2009 - Present
Invesco Lt January 2007 - September 2009
Invesco US May 2001 - December 2006
Bank of America 1990 - 2000
Skills
Asset Managment, Risk Management, Due Diligence, Portfolio Management, Process Improvement, Mergers & Acquisitions, Alternative Investments, Asset Management, Management, Investments, Equities, Financial Modeling
Education
Emory University
BA, Economics
Jacob Habibi's Invesco US Experience February 2015 - Present
Job Investment Grade Credit Analyst at Invesco
Industry Investment Management
Experience
Invesco US February 2015 - Present
INVESCO April 2008 - February 2015
INVESCO June 2007 - March 2008
INVESCO April 2003 - May 2007
INVESCO May 2001 - March 2003
Northwestern Mutual May 1999 - April 2001
Skills
Corporate Research, Investments, Capital Markets, Fixed Income, Asset Management, Bloomberg, Financial Analysis, Portfolio Management, Securities, Investment Banking, Trading
Education
Boston University 2007 — 2009
MSM, Banking and Financial Services
CFA Institute 2004 — 2006
CFA, Chartered Financial Analyst
University of Louisville 1998 — 2003
BSBA, Finance, Computer Information Systems
Invesco US February 2015 - Present
INVESCO April 2008 - February 2015
INVESCO June 2007 - March 2008
INVESCO April 2003 - May 2007
INVESCO May 2001 - March 2003
Northwestern Mutual May 1999 - April 2001
Skills
Corporate Research, Investments, Capital Markets, Fixed Income, Asset Management, Bloomberg, Financial Analysis, Portfolio Management, Securities, Investment Banking, Trading
Education
Boston University 2007 — 2009
MSM, Banking and Financial Services
CFA Institute 2004 — 2006
CFA, Chartered Financial Analyst
University of Louisville 1998 — 2003
BSBA, Finance, Computer Information Systems
Stormy Strickland Stormy Strickland's Invesco US Experience August 2014 - Present
Job Chairman's Council Representative at Invesco US
Industry Financial Services
Experience
Invesco US August 2014 - Present
Invesco US September 2013 - August 2014
Provost Umphrey Law Firm September 2012 - August 2013
Skills
Investments, Series 7, Series 66, Finance, Customer Service, Financial Services, Mutual Funds, Sales, Salesforce.com, Microsoft Office, Retirement, Qualified Retirement..., Team Leadership, Financial Analysis
Education
Lamar University 2009 — 2013
Bachelors of Business Administration in Finance, Finance, General
Invesco US August 2014 - Present
Invesco US September 2013 - August 2014
Provost Umphrey Law Firm September 2012 - August 2013
Skills
Investments, Series 7, Series 66, Finance, Customer Service, Financial Services, Mutual Funds, Sales, Salesforce.com, Microsoft Office, Retirement, Qualified Retirement..., Team Leadership, Financial Analysis
Education
Lamar University 2009 — 2013
Bachelors of Business Administration in Finance, Finance, General
Wilny Charmant's Invesco US Experience March 2014 - Present
Job Corporate Accounting Intern at Invesco US
Industry Investment Management
Experience
Invesco US March 2014 - Present
Skills
Customer Satisfaction, Customer Service, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Windows 7, Windows 8, Mac OS, iOS, Hewlett-Packard Printers, Data Entry, Account Reconciliation, Microsoft Office, Leadership, Event Management, Outlook, Teamwork, Accounting, Time Management
Education
Georgia State University 2015 — 2016
Master of Professional Accountancy (MPA)
Georgia State University 2011 — 2015
Bachelor of Business Administration (BBA)
Invesco US March 2014 - Present
Skills
Customer Satisfaction, Customer Service, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Windows 7, Windows 8, Mac OS, iOS, Hewlett-Packard Printers, Data Entry, Account Reconciliation, Microsoft Office, Leadership, Event Management, Outlook, Teamwork, Accounting, Time Management
Education
Georgia State University 2015 — 2016
Master of Professional Accountancy (MPA)
Georgia State University 2011 — 2015
Bachelor of Business Administration (BBA)
Atul Anand Atul Anand's Invesco US Experience September 2013 - Present
Job Consultant at Invesco US
Industry Financial Services
Experience
Invesco US September 2013 - Present
Northern Trust January 2012 - August 2013
Invesco Ltd. September 2008 - January 2012
Deloitte April 2007 - September 2008
Allstate Investments 1998 - 2007
Patni Computer Services July 1995 - May 1998
Skills
Order Management, Equities, Business Analysis, Trading Systems, Asset Managment, Back Office, Market Data, Capital Markets, SDLC, Portfolio Management, Derivatives, Trading, Hedge Funds, Data Warehousing, Requirements Analysis, Financial Markets, Electronic Trading, ETL, Asset Management, Vendor Management, Investments
Education
Jiwaji University 1992 — 1995
MCA, Computer Applications
Jiwaji University 1989 — 1992
BS, Mathematics
Invesco US September 2013 - Present
Northern Trust January 2012 - August 2013
Invesco Ltd. September 2008 - January 2012
Deloitte April 2007 - September 2008
Allstate Investments 1998 - 2007
Patni Computer Services July 1995 - May 1998
Skills
Order Management, Equities, Business Analysis, Trading Systems, Asset Managment, Back Office, Market Data, Capital Markets, SDLC, Portfolio Management, Derivatives, Trading, Hedge Funds, Data Warehousing, Requirements Analysis, Financial Markets, Electronic Trading, ETL, Asset Management, Vendor Management, Investments
Education
Jiwaji University 1992 — 1995
MCA, Computer Applications
Jiwaji University 1989 — 1992
BS, Mathematics
Raslyn Wooten Raslyn Wooten's Invesco US Experience August 2015 - Present
Job
Industry Marketing and Advertising
Experience
Invesco US August 2015 - Present
U.S. Bank November 2013 - August 2015
The Cuff Studio July 2013 - August 2015
Target January 2011 - July 2013
Target February 2010 - January 2011
Clear Channel Radio June 2008 - January 2009
ABC Radio July 2007 - June 2008
Reveal Communications Agency January 2000 - June 2007
MTV Networks November 2006 - March 2007
Skills
Spanish, Mandarin..., Social Media, Social Media Marketing, Public Relations, Event Management, Marketing Strategy, Event Planning, Corporate Communications, Public Speaking, Creative Writing, International Relations, Brand Management, Press Releases, Social Networking, Journalism, Comedy, Strategic Partnerships, Lifestyle Management, Fashion, Red Carpet, Influencer Marketing, Innovation Development, Business Development, Integrated Media Sales, Managing Agency..., Sponsorship Activation, Contract Negotiation, Relationship Enhancement, Relationship Marketing, Digital Media, Brand Awareness, Japanese, Marketing, Advertising, Media Planning, Integrated Marketing, Marketing Communications, Multi-channel Marketing, Brand Development, Costume Design, Film Production, Corporate Branding, Retail, Leadership, Management, Strategy, Strategic Planning, Sponsorship, Sales, Publicity
Education
Charles Sturt University 2005 — 2007
B.A., Communications; Broadcast Journalism and Global Politics
Howard University 1997 — 2000
Communications, Broadcast Journalism
Breck 1988 — 1997
high school diploma
Invesco US August 2015 - Present
U.S. Bank November 2013 - August 2015
The Cuff Studio July 2013 - August 2015
Target January 2011 - July 2013
Target February 2010 - January 2011
Clear Channel Radio June 2008 - January 2009
ABC Radio July 2007 - June 2008
Reveal Communications Agency January 2000 - June 2007
MTV Networks November 2006 - March 2007
Skills
Spanish, Mandarin..., Social Media, Social Media Marketing, Public Relations, Event Management, Marketing Strategy, Event Planning, Corporate Communications, Public Speaking, Creative Writing, International Relations, Brand Management, Press Releases, Social Networking, Journalism, Comedy, Strategic Partnerships, Lifestyle Management, Fashion, Red Carpet, Influencer Marketing, Innovation Development, Business Development, Integrated Media Sales, Managing Agency..., Sponsorship Activation, Contract Negotiation, Relationship Enhancement, Relationship Marketing, Digital Media, Brand Awareness, Japanese, Marketing, Advertising, Media Planning, Integrated Marketing, Marketing Communications, Multi-channel Marketing, Brand Development, Costume Design, Film Production, Corporate Branding, Retail, Leadership, Management, Strategy, Strategic Planning, Sponsorship, Sales, Publicity
Education
Charles Sturt University 2005 — 2007
B.A., Communications; Broadcast Journalism and Global Politics
Howard University 1997 — 2000
Communications, Broadcast Journalism
Breck 1988 — 1997
high school diploma
Dana Nichols-Frazier's Invesco US Experience February 2015 - Present
Job Associate Client Manager
Industry Investment Management
Experience
Invesco US February 2015 - Present
Mace Macro working with Invesco September 2009 - February 2015
Skills
Customer Service, Microsoft Excel, Social Media, Public Speaking, Operations Management, Team Leadership, Microsoft Word, Leadership, Contract Management, Event Planning, Teamwork, Outlook, Event Management, Microsoft Office, Social Networking, Customer Satisfaction, Data Entry, Strategic Planning, Supervisory Skills
Education
Indiana University-Southeast 2007 — 2016
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Indiana University-Southeast 2007 — 2016
Bachelor of Arts (B.A.), Communication and Media Studies
Invesco US February 2015 - Present
Mace Macro working with Invesco September 2009 - February 2015
Skills
Customer Service, Microsoft Excel, Social Media, Public Speaking, Operations Management, Team Leadership, Microsoft Word, Leadership, Contract Management, Event Planning, Teamwork, Outlook, Event Management, Microsoft Office, Social Networking, Customer Satisfaction, Data Entry, Strategic Planning, Supervisory Skills
Education
Indiana University-Southeast 2007 — 2016
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Indiana University-Southeast 2007 — 2016
Bachelor of Arts (B.A.), Communication and Media Studies
Charlotte Armitage's Invesco US Experience Compliance OfficerInvesco USSeptember 2008 - June 2010
Job Reporting Analyst at Invesco US
Industry Investment Management
Experience
Invesco US Compliance OfficerInvesco USSeptember 2008 - June 2010
Invesco US August 2007 - September 2008
Harman/Becker Automotive Systems May 2003 - November 2006
Skills
Accounting, Finance, Financial Analysis, Financial Services
Education
Indiana Wesleyan University 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration
Indiana University Bloomington 1998 — 2002
Bachelor of Education (BEd), English/Language Arts Teacher Education
Invesco US Compliance OfficerInvesco USSeptember 2008 - June 2010
Invesco US August 2007 - September 2008
Harman/Becker Automotive Systems May 2003 - November 2006
Skills
Accounting, Finance, Financial Analysis, Financial Services
Education
Indiana Wesleyan University 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration
Indiana University Bloomington 1998 — 2002
Bachelor of Education (BEd), English/Language Arts Teacher Education
Paul Lepkowski's Invesco US Experience February 2015 - Present
Job Internal Sales Consultant, National Wirehouse Division, Invesco Distributors, Inc.
Industry Financial Services
Experience
Invesco US February 2015 - Present
Skills
Sales, Investments, Customer Service, Business Analysis, Simulations, SAP, MS Project, Access, Forecasting, Microsoft Office, Marketing Strategy, Crystal Ball, Series 7
Education
Le Moyne College
Bachelor’s Degree, Finance & Business Analytics
Invesco US February 2015 - Present
Skills
Sales, Investments, Customer Service, Business Analysis, Simulations, SAP, MS Project, Access, Forecasting, Microsoft Office, Marketing Strategy, Crystal Ball, Series 7
Education
Le Moyne College
Bachelor’s Degree, Finance & Business Analytics
Richard Boykin's Invesco US Experience January 2015 - Present
Job Senior Data Analyst at Invesco US
Industry Banking
Experience
Invesco US January 2015 - Present
SunTrust Bank September 2013 - January 2015
Synergis November 2012 - September 2013
SunTrust Bank April 2011 - November 2012
Assurant Specialty Property January 2010 - April 2011
EarthLink June 2003 - March 2010
Skills
Microsoft SQL Server, SQL, Data Analysis, Process Improvement, Business Analysis, SharePoint, Salesforce.com, Business Objects, SSIS, Toad, Databases, Microsoft Access, Reporting Automation, SSRS, DB2, ETL, Database Design, Data Warehousing, VBA, Cognos, Microsoft Excel, Analysis, Master Data Management, Data Modeling, Visio, Metadata Management, Data Quality, Query Writing, Access
Education
Georgia Southern University 1997 — 2002
Bachelor of Business Administration, Information Systems
Invesco US January 2015 - Present
SunTrust Bank September 2013 - January 2015
Synergis November 2012 - September 2013
SunTrust Bank April 2011 - November 2012
Assurant Specialty Property January 2010 - April 2011
EarthLink June 2003 - March 2010
Skills
Microsoft SQL Server, SQL, Data Analysis, Process Improvement, Business Analysis, SharePoint, Salesforce.com, Business Objects, SSIS, Toad, Databases, Microsoft Access, Reporting Automation, SSRS, DB2, ETL, Database Design, Data Warehousing, VBA, Cognos, Microsoft Excel, Analysis, Master Data Management, Data Modeling, Visio, Metadata Management, Data Quality, Query Writing, Access
Education
Georgia Southern University 1997 — 2002
Bachelor of Business Administration, Information Systems
Brandon Green's Invesco US Experience September 2014 - Present
Job Inveso Desktop Support Analyst
Industry Information Technology and Services
Experience
Invesco US September 2014 - Present
Diabetes America June 2014 - September 2014
Tenaris November 2013 - June 2014
ExxonMobil April 2013 - November 2013
BP November 2012 - April 2013
AT&T July 2007 - November 2012
Skills
Laptops, Printers, VoIP, Computer Hardware, Customer Service, Training, Cabling, Social Networking, Sales, Social Media, Microsoft Office, Information Technology, SCCM, Hardware, Cat5, Cables, Wireless Networking, Electronics, Microsoft Word, Leadership, BMC Remedy, Remote Access, iPhone Support, iPad, Remote User Support, Break Fix, Creative Visualization, KVM Switches, DVI, VGA, Meeting Scheduling, RAM, HP, Asset Management, Software Installation, Fitness, Computers, Communication, Presentations, Problem Solving, Creative Writing, Android, Internet, iOS, Dell Computers, Active Directory, Windows 7, Technical Support, Networking, Troubleshooting
Education
Dillard University
Invesco US September 2014 - Present
Diabetes America June 2014 - September 2014
Tenaris November 2013 - June 2014
ExxonMobil April 2013 - November 2013
BP November 2012 - April 2013
AT&T July 2007 - November 2012
Skills
Laptops, Printers, VoIP, Computer Hardware, Customer Service, Training, Cabling, Social Networking, Sales, Social Media, Microsoft Office, Information Technology, SCCM, Hardware, Cat5, Cables, Wireless Networking, Electronics, Microsoft Word, Leadership, BMC Remedy, Remote Access, iPhone Support, iPad, Remote User Support, Break Fix, Creative Visualization, KVM Switches, DVI, VGA, Meeting Scheduling, RAM, HP, Asset Management, Software Installation, Fitness, Computers, Communication, Presentations, Problem Solving, Creative Writing, Android, Internet, iOS, Dell Computers, Active Directory, Windows 7, Technical Support, Networking, Troubleshooting
Education
Dillard University
Tina R. Ragin's Invesco US Experience August 2014 - Present
Job Senior Talent Acquisition Partner Taking Your Career to New Heights
Industry Financial Services
Experience
Invesco US August 2014 - Present
Ernst & Young September 2010 - August 2014
Bank of America January 2006 - June 2010
Bank of America January 2001 - January 2006
Skills
Talent Acquisition, Strategic Sourcing, Full-cycle Recruiting, Employee Relations, Human Resources, Diversity &..., Behavioural/Situational..., Cold Calling, Job Coaching, Workshop Facilitation, Social Networking, Relationship Management, Applicant Tracking...
Education
Georgia State University
Bachelor of Arts, Pol Sci/ Public Admin / Minor: English
Invesco US August 2014 - Present
Ernst & Young September 2010 - August 2014
Bank of America January 2006 - June 2010
Bank of America January 2001 - January 2006
Skills
Talent Acquisition, Strategic Sourcing, Full-cycle Recruiting, Employee Relations, Human Resources, Diversity &..., Behavioural/Situational..., Cold Calling, Job Coaching, Workshop Facilitation, Social Networking, Relationship Management, Applicant Tracking...
Education
Georgia State University
Bachelor of Arts, Pol Sci/ Public Admin / Minor: English
Linda Samuel, CTP's Invesco US Experience 2006 - 2006
Job SAP Treasury & InHouse Cash Consultant
Industry Management Consulting
Experience
IAM Treasury Services 2012 - Present
Halliburton 2012 - 2013
FMC Technologies 2008 - 2012
Synaptic Decisions 2007 - 2008
Invesco US 2006 - 2006
UST Global 2001 - 2004
Skills
Analysis, Risk Management, Financial Analysis, Corporate Finance, Strategic Financial..., FX Options, SAP In-House Cash, FX, Banking, Treasury, Cash Management, SAP, Internal Controls, Process Improvement, Financial Planning, Financial Modeling
Education
Rice University - Jesse H. Jones Graduate School of Management 2005 — 2007
Master of Business Administration (MBA), Finance & Accounting
University of Calicut - MES College of Engineering 1997 — 2001
Bachelor of Science (BS), Electronics Engineering
IAM Treasury Services 2012 - Present
Halliburton 2012 - 2013
FMC Technologies 2008 - 2012
Synaptic Decisions 2007 - 2008
Invesco US 2006 - 2006
UST Global 2001 - 2004
Skills
Analysis, Risk Management, Financial Analysis, Corporate Finance, Strategic Financial..., FX Options, SAP In-House Cash, FX, Banking, Treasury, Cash Management, SAP, Internal Controls, Process Improvement, Financial Planning, Financial Modeling
Education
Rice University - Jesse H. Jones Graduate School of Management 2005 — 2007
Master of Business Administration (MBA), Finance & Accounting
University of Calicut - MES College of Engineering 1997 — 2001
Bachelor of Science (BS), Electronics Engineering
Kwame M. Perry's Invesco US Experience July 2012 - November 2012
Job Independent Direct Consultant at KMP Technology
Industry Information Technology and Services
Experience
KMP Technology February 2015 - Present
Carrizo Oil & Gas, Inc. January 2014 - January 2015
Houston Community College System April 2004 - June 2014
The Liberty Group August 2013 - January 2014
Crane Worldwide Logistics January 2013 - September 2013
ExxonMobil November 2012 - February 2013
Invesco US July 2012 - November 2012
CenterPoint Energy August 2010 - October 2011
CenterPoint Energy June 2006 - August 2010
Retail Business & Data Analyst at SQL, SAP, PeopleSoft, Excel & Access Expertise June 2006 - August 2010
Skills
Business Intelligence, Organizational..., Facilitation, HRIS, Training Delivery, Organizational..., Leadership and..., Training Development, Team Leadership, Leadership, Visio, Training, Healthcare, Data Analysis, Technical Training, Enertia, Access, SharePoint, Project Management, SAP, Business Analysis, Management, Change Management, Microsoft Office, Customer Service, PeopleSoft, SQL, SSRS, PowerPoint, Operations Management, Business Strategy, Logistics, Oil & Gas Industry, Microsoft SQL Server, Business Process..., Vendor Management, Databases, Strategy, Business Process, Business Intelligence..., Human Resources, Salesforce.com, Root Cause Analysis, Data Mining, MCSA, T-SQL, Reporting & Analysis, Crystal Reports, Analysis, Process Improvement
Education
San Jacinto College 2015 — 2016
PMP Boot Camp Prep Extra
Quinnipiac University 2014 — 2016
Master's Degree
Houston Community College Systems 2000 — 2002
Associate's Degree
University of St. Thomas (TX) 1991 — 1996
Bachelors
Howard University 1987 — 1988
HSPVA
HS Diploma
San Jacinto College
KMP Technology February 2015 - Present
Carrizo Oil & Gas, Inc. January 2014 - January 2015
Houston Community College System April 2004 - June 2014
The Liberty Group August 2013 - January 2014
Crane Worldwide Logistics January 2013 - September 2013
ExxonMobil November 2012 - February 2013
Invesco US July 2012 - November 2012
CenterPoint Energy August 2010 - October 2011
CenterPoint Energy June 2006 - August 2010
Retail Business & Data Analyst at SQL, SAP, PeopleSoft, Excel & Access Expertise June 2006 - August 2010
Skills
Business Intelligence, Organizational..., Facilitation, HRIS, Training Delivery, Organizational..., Leadership and..., Training Development, Team Leadership, Leadership, Visio, Training, Healthcare, Data Analysis, Technical Training, Enertia, Access, SharePoint, Project Management, SAP, Business Analysis, Management, Change Management, Microsoft Office, Customer Service, PeopleSoft, SQL, SSRS, PowerPoint, Operations Management, Business Strategy, Logistics, Oil & Gas Industry, Microsoft SQL Server, Business Process..., Vendor Management, Databases, Strategy, Business Process, Business Intelligence..., Human Resources, Salesforce.com, Root Cause Analysis, Data Mining, MCSA, T-SQL, Reporting & Analysis, Crystal Reports, Analysis, Process Improvement
Education
San Jacinto College 2015 — 2016
PMP Boot Camp Prep Extra
Quinnipiac University 2014 — 2016
Master's Degree
Houston Community College Systems 2000 — 2002
Associate's Degree
University of St. Thomas (TX) 1991 — 1996
Bachelors
Howard University 1987 — 1988
HSPVA
HS Diploma
San Jacinto College
Darren Stabler Darren Stabler's Invesco US Experience January 2012 - January 2015
Job External Wholesaler at Catalyst Funds
Industry Investment Management
Experience
Catalyst Funds March 2015 - Present
Invesco US January 2012 - January 2015
BlackRock January 2008 - December 2011
Franklin Templeton Investments October 2005 - January 2008
WM Group of Funds May 2003 - September 2005
Bank of America March 2002 - April 2003
Van Kampen Funds February 1993 - February 2002
American Funds January 1990 - January 1993
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, Asset Allocation, Separately Managed..., Asset Management, Investments, ETFs, Series 6, Equities, Hedge Funds, Wealth Management, Fixed Income, Investment Strategies
Education
Arizona State University 1986 — 1989
Bachelor of Science (BS), Finance, General
Catalyst Funds March 2015 - Present
Invesco US January 2012 - January 2015
BlackRock January 2008 - December 2011
Franklin Templeton Investments October 2005 - January 2008
WM Group of Funds May 2003 - September 2005
Bank of America March 2002 - April 2003
Van Kampen Funds February 1993 - February 2002
American Funds January 1990 - January 1993
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, Asset Allocation, Separately Managed..., Asset Management, Investments, ETFs, Series 6, Equities, Hedge Funds, Wealth Management, Fixed Income, Investment Strategies
Education
Arizona State University 1986 — 1989
Bachelor of Science (BS), Finance, General
John Gerke John Gerke's Invesco US Experience September 1996 - Present
Job Head of Financial Corporate Services, Americas at Invesco
Industry Financial Services
Experience
Invesco US September 1996 - Present
Boeing April 1989 - August 1996
Education
Jones Graduate School of Business, Rice University 1993 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
Stephen F. Austin State University 1984 — 1988
Bachelor's Degree, Accounting and Finance
Invesco US September 1996 - Present
Boeing April 1989 - August 1996
Education
Jones Graduate School of Business, Rice University 1993 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
Stephen F. Austin State University 1984 — 1988
Bachelor's Degree, Accounting and Finance
EDDIE HOLDER EDDIE HOLDER's Invesco US Experience May 2013 - Present
Job Legal Intern at Invesco US
Industry Law Practice
Experience
Georgia State University September 2014 - Present
Invesco US May 2013 - Present
Skills
Listings, Critical Reading..., Writing Skills, Oral Communication and..., Management Skills
Education
Georgia State University College of Law 2010 — 2015
Bachelor's degree
Georgia State University September 2014 - Present
Invesco US May 2013 - Present
Skills
Listings, Critical Reading..., Writing Skills, Oral Communication and..., Management Skills
Education
Georgia State University College of Law 2010 — 2015
Bachelor's degree
Scott Pulkrabek, CIMA®, CRPS® Scott Pulkrabek, CIMA®, CRPS®'s Invesco US Experience June 1992 - August 1995
Job Vice President at Landmark Credit Union
Industry Investment Management
Experience
Landmark Investment Center October 2014 - Present
Cetera Advisor Network. Legacy Advisor Network Ltd. September 2012 - October 2014
Putnam Investments August 1995 - September 2012
Putnam Investments January 1998 - January 2002
Putnam Hartford Capital Manager of Variable Annuities August 1995 - January 1998
Invesco US June 1992 - August 1995
DWS Investments June 1989 - June 1992
Skills
Mutual Funds, Investments, Retirement Planning, Portfolio Management, Series 7, Financial Services, Securities, 401k, Asset Allocation, Wealth Management, Series 24, Series 65, Series 63
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2008
CIMA, Finance
College of Financial Planning 2006 — 2006
CRPS, Chartered Retirement Plan Specialist
Quinlan School of Business, Loyola University Chicago 1994 — 1996
MBA, Finance/Marketing
Iowa State University 1987 — 1989
Bachelor, Business Administration; Finance
Barrington High School
Landmark Investment Center October 2014 - Present
Cetera Advisor Network. Legacy Advisor Network Ltd. September 2012 - October 2014
Putnam Investments August 1995 - September 2012
Putnam Investments January 1998 - January 2002
Putnam Hartford Capital Manager of Variable Annuities August 1995 - January 1998
Invesco US June 1992 - August 1995
DWS Investments June 1989 - June 1992
Skills
Mutual Funds, Investments, Retirement Planning, Portfolio Management, Series 7, Financial Services, Securities, 401k, Asset Allocation, Wealth Management, Series 24, Series 65, Series 63
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2008
CIMA, Finance
College of Financial Planning 2006 — 2006
CRPS, Chartered Retirement Plan Specialist
Quinlan School of Business, Loyola University Chicago 1994 — 1996
MBA, Finance/Marketing
Iowa State University 1987 — 1989
Bachelor, Business Administration; Finance
Barrington High School
Dylan Kase Dylan Kase's Invesco US Experience June 2014 - August 2014
Job Credit Research Assistant at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company June 2015 - Present
Georgia Tech Investment Committee January 2015 - May 2015
Georgia Tech Investments Committee April 2014 - January 2015
Invesco US June 2014 - August 2014
Georgia Tech Investments Committee January 2014 - April 2014
Georgia Tech Investments Committee January 2013 - January 2014
ING U.S. May 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Statement..., Fundamental Analysis, Investments, Finance, Fixed Income, Asset Allocation, Investment Strategies, Equities, Mutual Funds, Portfolio Management
Education
Georgia Institute of Technology 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Loomis, Sayles & Company June 2015 - Present
Georgia Tech Investment Committee January 2015 - May 2015
Georgia Tech Investments Committee April 2014 - January 2015
Invesco US June 2014 - August 2014
Georgia Tech Investments Committee January 2014 - April 2014
Georgia Tech Investments Committee January 2013 - January 2014
ING U.S. May 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Statement..., Fundamental Analysis, Investments, Finance, Fixed Income, Asset Allocation, Investment Strategies, Equities, Mutual Funds, Portfolio Management
Education
Georgia Institute of Technology 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Daric Olson Daric Olson's Invesco US Experience June 2014 - Present
Job Internal Sales Consultant at Invesco
Industry Financial Services
Experience
Invesco US June 2014 - Present
Anixter March 2013 - June 2014
Anixter May 2011 - March 2013
Enterprise Rent-A-Car July 2009 - February 2011
Cbeyond October 2008 - April 2009
Skills
Sales, Sales Management, Logistics, Purchasing, Inventory Management, Account Management, New Business Development, Management, Direct Sales
Education
Iowa State University
Bachelor of Arts (BA), Communication, General
Invesco US June 2014 - Present
Anixter March 2013 - June 2014
Anixter May 2011 - March 2013
Enterprise Rent-A-Car July 2009 - February 2011
Cbeyond October 2008 - April 2009
Skills
Sales, Sales Management, Logistics, Purchasing, Inventory Management, Account Management, New Business Development, Management, Direct Sales
Education
Iowa State University
Bachelor of Arts (BA), Communication, General
William Bermel's Invesco US Experience May 2014 - August 2014
Job Operations Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Brighton House Associates September 2014 - November 2014
Invesco US May 2014 - August 2014
Rockville Links May 2010 - August 2012
The McNamara Group LLC December 2011 - February 2012
Skills
Social Networking, PowerPoint, Microsoft Office, Mac OS X, Facebook, Photoshop, Windows, Adobe Creative Suite, HTML, C, Microsoft Excel, Illustrator, Photography, Bloomberg Terminal, Oracle Applications, FactSet, Morningstar, Microsoft Word
Education
Bentley University 2012 — 2014
Bachelor's Degree, Finance, General
Nassau Community College 2011 — 2012
Liberal Arts and Sciences/Liberal Studies
University of Delaware 2010 — 2011
Liberal Arts and Sciences/Liberal Studies
Goldman Sachs January 2015 - Present
Brighton House Associates September 2014 - November 2014
Invesco US May 2014 - August 2014
Rockville Links May 2010 - August 2012
The McNamara Group LLC December 2011 - February 2012
Skills
Social Networking, PowerPoint, Microsoft Office, Mac OS X, Facebook, Photoshop, Windows, Adobe Creative Suite, HTML, C, Microsoft Excel, Illustrator, Photography, Bloomberg Terminal, Oracle Applications, FactSet, Morningstar, Microsoft Word
Education
Bentley University 2012 — 2014
Bachelor's Degree, Finance, General
Nassau Community College 2011 — 2012
Liberal Arts and Sciences/Liberal Studies
University of Delaware 2010 — 2011
Liberal Arts and Sciences/Liberal Studies
Jacklyn Stuopys Stermer Jacklyn Stuopys Stermer's Invesco US Experience August 2015 - Present
Job Corporate Meeting & Event Manager at Invesco
Industry Events Services
Experience
Invesco US August 2015 - Present
Cygnus Business Media / AC Business Media January 2012 - Present
The Blackstone Renaissance Hotel & Mercat a la Planxa November 2009 - January 2012
other May 2007 - November 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Budgets, Strategic Planning, Negotiation, Editing, Hospitality, Event Planning, Meeting Planning
Education
Eastern Illinois University
Bachelor of Science (B.S.), Hospitality Administration/Management
Invesco US August 2015 - Present
Cygnus Business Media / AC Business Media January 2012 - Present
The Blackstone Renaissance Hotel & Mercat a la Planxa November 2009 - January 2012
other May 2007 - November 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Budgets, Strategic Planning, Negotiation, Editing, Hospitality, Event Planning, Meeting Planning
Education
Eastern Illinois University
Bachelor of Science (B.S.), Hospitality Administration/Management
Clifford Strawder's Invesco US Experience January 2014 - Present
Job Signal Officer at Texas Army National Guard
Industry Investment Management
Experience
Texas Army National Guard November 2014 - Present
Invesco US January 2014 - Present
US Air Force Reserve October 2009 - November 2014
Woodforest National Bank September 2012 - January 2014
Afni August 2004 - May 2006
CUTCO Cutlery April 2003 - July 2005
Skills
Sales, Finance, Customer Service, Marketing, AutoCAD, Surveying, Microsoft Suites, Retail Banking, Outside Sales, Call Center, Cold Calling, Direct Sales, GIS, Typing, Computer Proficiency, Mutual Funds, Compliance Regulations, Financial Services, Banking, IRAs, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, Microsoft Word, Call Centers, Time Management, Sales Operations, Microsoft Office, Leadership, Public Speaking, Team Leadership, PowerPoint, Training
Education
University of Phoenix 2011 — 2013
Bachelor's degree, Finance, General, 3.6
Community College of the Air Force 2010 — 2012
Associate of Arts (A.A.), Construction Engineering Technologies
Tarrant High School 1997 — 2001
Advanced Diploma
Texas Army National Guard November 2014 - Present
Invesco US January 2014 - Present
US Air Force Reserve October 2009 - November 2014
Woodforest National Bank September 2012 - January 2014
Afni August 2004 - May 2006
CUTCO Cutlery April 2003 - July 2005
Skills
Sales, Finance, Customer Service, Marketing, AutoCAD, Surveying, Microsoft Suites, Retail Banking, Outside Sales, Call Center, Cold Calling, Direct Sales, GIS, Typing, Computer Proficiency, Mutual Funds, Compliance Regulations, Financial Services, Banking, IRAs, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, Microsoft Word, Call Centers, Time Management, Sales Operations, Microsoft Office, Leadership, Public Speaking, Team Leadership, PowerPoint, Training
Education
University of Phoenix 2011 — 2013
Bachelor's degree, Finance, General, 3.6
Community College of the Air Force 2010 — 2012
Associate of Arts (A.A.), Construction Engineering Technologies
Tarrant High School 1997 — 2001
Advanced Diploma
Joshua Grubbs's Invesco US Experience September 2014 - Present
Job Tax Intern at Invesco US
Industry Accounting
Experience
Invesco US September 2014 - Present
PwC January 2014 - April 2014
Canongate Golf Clubs May 2013 - August 2013
Skills
Microsoft Excel, Tax Returns, Tax Research, GoSystems, Team Work, Communication, Project Management
Education
Georgia State University 2014 — 2015
Master of Taxation
Georgia State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Invesco US September 2014 - Present
PwC January 2014 - April 2014
Canongate Golf Clubs May 2013 - August 2013
Skills
Microsoft Excel, Tax Returns, Tax Research, GoSystems, Team Work, Communication, Project Management
Education
Georgia State University 2014 — 2015
Master of Taxation
Georgia State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Americo Almaguer Americo Almaguer's Invesco US Experience October 2013 - Present
Job Communications Coordinator at Invesco US
Industry Marketing and Advertising
Experience
Invesco US October 2013 - Present
American General April 1995 - Present
American General Life Companies 2008 - 2009
Skills
Marketing Communications, Advertising, Insurance, Internal Communications, Social Media
Education
Art Institute of Houston 1986 — 1987
Milby 1983 — 1985
Invesco US October 2013 - Present
American General April 1995 - Present
American General Life Companies 2008 - 2009
Skills
Marketing Communications, Advertising, Insurance, Internal Communications, Social Media
Education
Art Institute of Houston 1986 — 1987
Milby 1983 — 1985
Tony Green Tony Green's Invesco US Experience July 1993 - February 1997
Job Identifying, Developing Process Improvement, Customer Excellence, Strategic Development, Communication and Execution
Industry Financial Services
Experience
Operational and Customer Value Centers of Excellence April 2014 - Present
Brown Financial Group January 2013 - March 2014
American Circulation Innovation November 2010 - June 2013
Eagle Business Strategies September 2006 - October 2009
Kiwanis Club of Johns Creek October 2006 - September 2009
INVESCO July 1993 - June 2005
Invesco Ltd. 2003 - 2005
AIM Investments 1997 - 2003
Invesco US July 1993 - February 1997
Edward Jones & Co. 1978 - 1993
Skills
Strategic Planning, Process Improvement, Team Building, Change Management, Risk Management, Operations Management, Vendor Management, Due Diligence, Business Strategy, Coaching, Leadership Development, New Business Development, Customer Service, Performance Management, Compliance, Client Issue Resolution, Maintaining Strong..., Customer Relations, Management Consulting, Problem Solving, Budgeting, Organizational..., Sales Management, Contract Negotiation, Negotiation, Product Development, Mentoring, Employee Relations, Team Leadership, Planning, Executive Management, Business Planning, Management, Investments, CRM, Project Management, Business Process..., Business Development, Customer Satisfaction, Project Planning, Business Analysis, Analysis, Marketing, Finance, Entrepreneurship, Talent Management, Sales, Financial Services, Mutual Funds, Consulting
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters Certifictes of Business Management, Business Marketing and Business Finance
Georgia State University
Operational and Customer Value Centers of Excellence April 2014 - Present
Brown Financial Group January 2013 - March 2014
American Circulation Innovation November 2010 - June 2013
Eagle Business Strategies September 2006 - October 2009
Kiwanis Club of Johns Creek October 2006 - September 2009
INVESCO July 1993 - June 2005
Invesco Ltd. 2003 - 2005
AIM Investments 1997 - 2003
Invesco US July 1993 - February 1997
Edward Jones & Co. 1978 - 1993
Skills
Strategic Planning, Process Improvement, Team Building, Change Management, Risk Management, Operations Management, Vendor Management, Due Diligence, Business Strategy, Coaching, Leadership Development, New Business Development, Customer Service, Performance Management, Compliance, Client Issue Resolution, Maintaining Strong..., Customer Relations, Management Consulting, Problem Solving, Budgeting, Organizational..., Sales Management, Contract Negotiation, Negotiation, Product Development, Mentoring, Employee Relations, Team Leadership, Planning, Executive Management, Business Planning, Management, Investments, CRM, Project Management, Business Process..., Business Development, Customer Satisfaction, Project Planning, Business Analysis, Analysis, Marketing, Finance, Entrepreneurship, Talent Management, Sales, Financial Services, Mutual Funds, Consulting
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters Certifictes of Business Management, Business Marketing and Business Finance
Georgia State University
Christina (Caropreso) Ryan Christina (Caropreso) Ryan's Invesco US Experience March 2015 - Present
Job Senior Accountant at Invesco Real Estate
Industry Accounting
Experience
Invesco US March 2015 - Present
PwC January 2014 - January 2015
PwC September 2012 - January 2014
PwC June 2011 - August 2011
Kenan-Flagler Business School August 2010 - May 2011
UNC Football August 2009 - May 2011
Marriott International May 2009 - July 2009
Skills
Accounting, Internal Controls, Auditing, US GAAP, SEC filings, Microsoft Excel, PowerPoint, Microsoft Office, Financial Accounting, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2012
Master of Accounting
ESADE Business School 2010 — 2010
Business Administration and Management, Foreign Exchange Student
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science, Business Administration
Invesco US March 2015 - Present
PwC January 2014 - January 2015
PwC September 2012 - January 2014
PwC June 2011 - August 2011
Kenan-Flagler Business School August 2010 - May 2011
UNC Football August 2009 - May 2011
Marriott International May 2009 - July 2009
Skills
Accounting, Internal Controls, Auditing, US GAAP, SEC filings, Microsoft Excel, PowerPoint, Microsoft Office, Financial Accounting, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2012
Master of Accounting
ESADE Business School 2010 — 2010
Business Administration and Management, Foreign Exchange Student
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science, Business Administration
Gokul Raman's Invesco US Experience July 2015 - Present
Job Team Lead, IT Eagle Services
Industry Investment Management
Experience
Invesco US July 2015 - Present
Cognizant Technology Solutions April 2006 - July 2015
HCL Technologies April 2005 - March 2006
HDFC Bank December 2002 - April 2004
Citigroup Global Services June 2000 - December 2002
Skills
Financial Services, Banking, Business Analysis, Requirements Gathering, Consulting, Requirements Analysis, Derivatives, Investment Banking, Capital Markets, Eagle PACE, Reference Data, Investment Accounting, Production..., Eagle STAR, Key Account Management, Relationship Management, Relationship Building, Accounting, Integration, Leadership, Finance, Mutual Funds, Business Development, Pre-sales
Education
Great Lakes Institute of Management 2004 — 2005
PGPM, Finance & Marketing
Ramakrishna Mission Vivekananda College 1997 — 2000
Bachelor of Commerce (B.Com.), Accounting and Finance
Invesco US July 2015 - Present
Cognizant Technology Solutions April 2006 - July 2015
HCL Technologies April 2005 - March 2006
HDFC Bank December 2002 - April 2004
Citigroup Global Services June 2000 - December 2002
Skills
Financial Services, Banking, Business Analysis, Requirements Gathering, Consulting, Requirements Analysis, Derivatives, Investment Banking, Capital Markets, Eagle PACE, Reference Data, Investment Accounting, Production..., Eagle STAR, Key Account Management, Relationship Management, Relationship Building, Accounting, Integration, Leadership, Finance, Mutual Funds, Business Development, Pre-sales
Education
Great Lakes Institute of Management 2004 — 2005
PGPM, Finance & Marketing
Ramakrishna Mission Vivekananda College 1997 — 2000
Bachelor of Commerce (B.Com.), Accounting and Finance
Walter Hallows Walter Hallows's Invesco US Experience July 2009 - Present
Job Senior Analyst Directory & Management Services at Invesco US
Industry Investment Management
Experience
Invesco US July 2009 - Present
Invesco US September 2004 - July 2009
Invesco US January 2000 - September 2004
Invesco US September 1996 - December 1999
American Teleprocessing Corporation July 1983 - September 1996
Skills
Data Center, Windows Server, Cisco Technologies, Integration, ITIL, Infrastructure, Active Directory, Technical Support, Solaris, Disaster Recovery, Vendor Management, Asset Management, Bloomberg, Networking, Management, System Administration, SharePoint, Active Directory..., DNS, Domain Management, HP Network Node Manager, Network Monitoring Tools, SCOM, IT Management, Visio, SCCM, IT Service Management, Business Continuity, Unix, Servers, IT Strategy, Incident Management, Leadership, Information Technology, Microsoft Technologies, Operating Systems, HP Openview, Software Installation, IT Operations, Software Documentation
Education
Technology Training Courses 1999 through 2013 1999 — 2013
Information Technology
Technology Classes 1994 - 1998 1994 — 1998
Information Technology
Houston Community College 1989 — 1992
Computer Science Technology
U.S. Navy Schools 1977 — 1978
Communications Systems
Invesco US July 2009 - Present
Invesco US September 2004 - July 2009
Invesco US January 2000 - September 2004
Invesco US September 1996 - December 1999
American Teleprocessing Corporation July 1983 - September 1996
Skills
Data Center, Windows Server, Cisco Technologies, Integration, ITIL, Infrastructure, Active Directory, Technical Support, Solaris, Disaster Recovery, Vendor Management, Asset Management, Bloomberg, Networking, Management, System Administration, SharePoint, Active Directory..., DNS, Domain Management, HP Network Node Manager, Network Monitoring Tools, SCOM, IT Management, Visio, SCCM, IT Service Management, Business Continuity, Unix, Servers, IT Strategy, Incident Management, Leadership, Information Technology, Microsoft Technologies, Operating Systems, HP Openview, Software Installation, IT Operations, Software Documentation
Education
Technology Training Courses 1999 through 2013 1999 — 2013
Information Technology
Technology Classes 1994 - 1998 1994 — 1998
Information Technology
Houston Community College 1989 — 1992
Computer Science Technology
U.S. Navy Schools 1977 — 1978
Communications Systems
Heather Hafemann Heather Hafemann's Invesco US Experience August 2006 - August 2007
Job Sr. Engineering Tech at Deep Gulf Energy
Industry Oil & Energy
Experience
Deep Gulf Energy July 2014 - Present
Kayne Anderson Capital Advisors May 2008 - June 2014
Confluence September 2007 - May 2008
Invesco US August 2006 - August 2007
Confluence January 2005 - August 2006
Strong Capital Management November 1999 - January 2005
Underwater Connection 2000 - 2005
Skills
Windows, VBScript, Microsoft Office, Microsoft SQL Server, Microsoft Excel, Project Management, PowerPoint, Microsoft Word, SQL, PHDWin, Powertools, DI Desktop
Education
Carroll College 2001 — 2004
BS, Computer Science & International Business
Deep Gulf Energy July 2014 - Present
Kayne Anderson Capital Advisors May 2008 - June 2014
Confluence September 2007 - May 2008
Invesco US August 2006 - August 2007
Confluence January 2005 - August 2006
Strong Capital Management November 1999 - January 2005
Underwater Connection 2000 - 2005
Skills
Windows, VBScript, Microsoft Office, Microsoft SQL Server, Microsoft Excel, Project Management, PowerPoint, Microsoft Word, SQL, PHDWin, Powertools, DI Desktop
Education
Carroll College 2001 — 2004
BS, Computer Science & International Business
Jo Elana Patterson's Invesco US Experience 2006 - 2007
Job Senior Tax Analyst at BP
Industry Accounting
Experience
BP 2015 - Present
SABIC 2014 - 2015
Kinder Morgan 2012 - 2014
ABIP CPAs & Advisors 2012 - 2012
LaPorte 2010 - 2011
US Army 1999 - 2011
Gainer Donnelly & Whitley Penn 2007 - 2010
Invesco US 2006 - 2007
Deloitte 2006 - 2006
Education
University of Houston-Victoria 2011 — 2012
Global MBA
Jackson State University 2002 — 2006
BBA
BP 2015 - Present
SABIC 2014 - 2015
Kinder Morgan 2012 - 2014
ABIP CPAs & Advisors 2012 - 2012
LaPorte 2010 - 2011
US Army 1999 - 2011
Gainer Donnelly & Whitley Penn 2007 - 2010
Invesco US 2006 - 2007
Deloitte 2006 - 2006
Education
University of Houston-Victoria 2011 — 2012
Global MBA
Jackson State University 2002 — 2006
BBA
Bronal Gary CBE's Invesco US Experience January 2001 — June 2003
Job Trust Officer at Wells Fargo
Industry Wealth Management, Banking
Experience
Wells Fargo May 2013 — Present
Kingdom Knock August 2004 — Present
Infovisa August 2012 — January 2013
Wells Fargo March 2011 — June 2012
BB&T October 2007 — March 2010
Aon May 2004 — March 2007
Invesco US January 2001 — June 2003
Skills
Blockchain Technology, Python, Estate Planning, Financial Planning, Trust Management, Executive Benefit..., Wealth Management, Trust Services, Record Keeping, Qualified Retirement..., Non-Qualified Deferred..., Economics, Retirement Savings, Retirement Planning, Administration, Customer Service, Social Media, Music Production, Event Planning, Social Networking, Hip Hop, Coaching, Microsoft Office, Social Media Marketing, Music, Public Speaking, Music Industry, Leadership, Public Relations, Team Building, Event Management, Management, Training, Microsoft Word
Education
Campbell University, Lundy-Fetterman School of Business 1993 — 1998
Bachelor of Business Administration (B.B.A.), Trust Management
University of Michigan - School of Information 2018 — 2018
Python Programming
Wells Fargo May 2013 — Present
Kingdom Knock August 2004 — Present
Infovisa August 2012 — January 2013
Wells Fargo March 2011 — June 2012
BB&T October 2007 — March 2010
Aon May 2004 — March 2007
Invesco US January 2001 — June 2003
Skills
Blockchain Technology, Python, Estate Planning, Financial Planning, Trust Management, Executive Benefit..., Wealth Management, Trust Services, Record Keeping, Qualified Retirement..., Non-Qualified Deferred..., Economics, Retirement Savings, Retirement Planning, Administration, Customer Service, Social Media, Music Production, Event Planning, Social Networking, Hip Hop, Coaching, Microsoft Office, Social Media Marketing, Music, Public Speaking, Music Industry, Leadership, Public Relations, Team Building, Event Management, Management, Training, Microsoft Word
Education
Campbell University, Lundy-Fetterman School of Business 1993 — 1998
Bachelor of Business Administration (B.B.A.), Trust Management
University of Michigan - School of Information 2018 — 2018
Python Programming
Christopher Godfrey's Invesco US Experience July 2013 - Present
Job Equity Analyst at Invesco US
Industry Investment Management
Experience
Invesco US July 2013 - Present
Goizueta Business School August 2011 - May 2013
Invesco Ltd. June 2012 - August 2012
Regions Business Capital November 2007 - May 2011
Pritchard Capital Partners June 2006 - October 2006
Skills
Mutual Funds, Loans, Valuation, Equities, Securities, Series 7, Underwriting, Series 63, Insurance, Financial Modeling, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Capital Markets, Investment Banking, Private Equity, Finance, Asset Management, Due Diligence, Fixed Income, Economics, Bloomberg
Education
Emory University - Goizueta Business School 2011 — 2013
Master of Business Administration (MBA)
Washington and Lee University 2002 — 2006
BA, Economics
Invesco US July 2013 - Present
Goizueta Business School August 2011 - May 2013
Invesco Ltd. June 2012 - August 2012
Regions Business Capital November 2007 - May 2011
Pritchard Capital Partners June 2006 - October 2006
Skills
Mutual Funds, Loans, Valuation, Equities, Securities, Series 7, Underwriting, Series 63, Insurance, Financial Modeling, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Capital Markets, Investment Banking, Private Equity, Finance, Asset Management, Due Diligence, Fixed Income, Economics, Bloomberg
Education
Emory University - Goizueta Business School 2011 — 2013
Master of Business Administration (MBA)
Washington and Lee University 2002 — 2006
BA, Economics
Lucas Simmons, CFA's Invesco US Experience 2014 - 2015
Job Credit Research Analyst
Industry Financial Services
Experience
Bank of America August 2009 - Present
Invesco US 2014 - 2015
Invesco US 2014 - 2015
Invesco US 2014 - 2015
Invesco US 2014 - 2015
Invesco US 2014 - 2015
State Street Bank 2007 - 2009
State Street Bank 2006 - 2007
International Research and Exchanges Board (IREX) 2003 - 2005
Peace Corps 2001 - 2003
Skills
Credit, Banking, Insurance, Portfolio Management, Credit Analysis, Fixed Income, Financial Modeling, Financial Institutions, Financial Analysis, Investments, Bloomberg, Risk Management, Capital Markets, Credit Risk, Financial Risk, Valuation, Equities, Financial Services, Finance, Derivatives, Series 63, Business Analysis, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
Master of Business Administration (MBA)
University of New Hampshire 1998 — 2000
Bachelor of Science (BS)
Boston University 1995 — 1997
Boston Security Analysts' Society CFA Prep
Bank of America August 2009 - Present
Invesco US 2014 - 2015
Invesco US 2014 - 2015
Invesco US 2014 - 2015
Invesco US 2014 - 2015
Invesco US 2014 - 2015
State Street Bank 2007 - 2009
State Street Bank 2006 - 2007
International Research and Exchanges Board (IREX) 2003 - 2005
Peace Corps 2001 - 2003
Skills
Credit, Banking, Insurance, Portfolio Management, Credit Analysis, Fixed Income, Financial Modeling, Financial Institutions, Financial Analysis, Investments, Bloomberg, Risk Management, Capital Markets, Credit Risk, Financial Risk, Valuation, Equities, Financial Services, Finance, Derivatives, Series 63, Business Analysis, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
Master of Business Administration (MBA)
University of New Hampshire 1998 — 2000
Bachelor of Science (BS)
Boston University 1995 — 1997
Boston Security Analysts' Society CFA Prep
Todd Spillane's Invesco US Experience December 2004 - August 2015
Job Chief Operating Officer at StarCompliance
Industry Financial Services
Experience
StarCompliance August 2015 - Present
INVESCO - US December 2004 - August 2015
Powershares March 2010 - December 2011
AIG 2003 - 2004
Nicholas-Applegate Capital Management 1994 - 1999
Nicholas Applegate 1994 - 1999
Skills
Mutual Funds, Securities, Alternative Investments, Hedge Funds, Series 7, Asset Management, Equities, FINRA, Risk Management, Investments, Series 63, Investment Advisory, Investment Management, Financial Services, Securities Regulation
Education
Western New England College School of Law 1984 — 1988
JD, Law
Fairfield University 1977 — 1981
Bachelor of Arts (B.A.), American Government and Politics (United States)
StarCompliance August 2015 - Present
INVESCO - US December 2004 - August 2015
Powershares March 2010 - December 2011
AIG 2003 - 2004
Nicholas-Applegate Capital Management 1994 - 1999
Nicholas Applegate 1994 - 1999
Skills
Mutual Funds, Securities, Alternative Investments, Hedge Funds, Series 7, Asset Management, Equities, FINRA, Risk Management, Investments, Series 63, Investment Advisory, Investment Management, Financial Services, Securities Regulation
Education
Western New England College School of Law 1984 — 1988
JD, Law
Fairfield University 1977 — 1981
Bachelor of Arts (B.A.), American Government and Politics (United States)
Brian Henze's Invesco US Experience September 2000 - March 2002
Job Investment Director, Asset Allocation Product Management at Wellington Management
Industry Financial Services
Experience
Wellington Management December 2013 - Present
Wellington Management December 2009 - December 2013
Wellington Management April 2006 - December 2009
Numeric Investors February 2003 - March 2006
Invesco US September 2000 - March 2002
Invesco US June 1999 - September 2000
Skills
Alternative Investments, Asset Allocation, Product Management, Product Development, Product Marketing, Risk Analysis, Portfolio Management, Investment Strategies, Investment Management, Asset Management, Mutual Funds, Equities, Fixed Income
Education
Bentley University 1993 — 1997
Bachelor of Science (B.S.), Economics and Finance
Wellington Management December 2013 - Present
Wellington Management December 2009 - December 2013
Wellington Management April 2006 - December 2009
Numeric Investors February 2003 - March 2006
Invesco US September 2000 - March 2002
Invesco US June 1999 - September 2000
Skills
Alternative Investments, Asset Allocation, Product Management, Product Development, Product Marketing, Risk Analysis, Portfolio Management, Investment Strategies, Investment Management, Asset Management, Mutual Funds, Equities, Fixed Income
Education
Bentley University 1993 — 1997
Bachelor of Science (B.S.), Economics and Finance
Tom Blakey's Invesco US Experience April 2014 - Present
Job Senior Equity Analyst at Invesco US
Industry Financial Services
Experience
Invesco US April 2014 - Present
Pyramis Global Advisors November 2012 - October 2013
Essex Investment Management August 2004 - November 2012
Baring Asset Management 2002 - 2004
Gerard Klauer Mattison 1999 - 2002
Gerard Klauer Mattison (now BMO Capital Markets) 1999 - 2002
State Street Capital 1995 - 1999
Skills
Equity Research, Equities, Investments, Mutual Funds, Bloomberg, Hedge Funds, Alternative Investments, Equity Valuation, Portfolio Management, Investment Management, Capital Markets, Asset Management, Investment Strategies, Independent Thinking, Financial Analysis
Education
Boston University 1995 — 1998
MBA, Finance
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Finance
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Invesco US April 2014 - Present
Pyramis Global Advisors November 2012 - October 2013
Essex Investment Management August 2004 - November 2012
Baring Asset Management 2002 - 2004
Gerard Klauer Mattison 1999 - 2002
Gerard Klauer Mattison (now BMO Capital Markets) 1999 - 2002
State Street Capital 1995 - 1999
Skills
Equity Research, Equities, Investments, Mutual Funds, Bloomberg, Hedge Funds, Alternative Investments, Equity Valuation, Portfolio Management, Investment Management, Capital Markets, Asset Management, Investment Strategies, Independent Thinking, Financial Analysis
Education
Boston University 1995 — 1998
MBA, Finance
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Finance
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Randall Avery's Invesco US Experience October 2014 - Present
Job Financial Analyst at Invesco US
Industry Media Production
Experience
Invesco US October 2014 - Present
Turner Broadcasting System December 2013 - October 2014
First Data Corporation October 2012 - November 2013
AutoTrader.com May 2011 - September 2012
Georgia-Pacific February 2008 - May 2011
Skills
Accounting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Forecasting, Financial Reporting, Microsoft Excel, QuickBooks, Internal Controls, Budgets, Financial Modeling, Access, Variance Analysis, Management, Hyperion Enterprise, Internal Audit, Financial Accounting, Analysis, Account Reconciliation, General Ledger
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2009
Bachelor of Business Administration, Accounting
Georgia State University - J. Mack Robinson College of Business 2004 — 2008
Bachelor of Business Administration, Finance
Invesco US October 2014 - Present
Turner Broadcasting System December 2013 - October 2014
First Data Corporation October 2012 - November 2013
AutoTrader.com May 2011 - September 2012
Georgia-Pacific February 2008 - May 2011
Skills
Accounting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Forecasting, Financial Reporting, Microsoft Excel, QuickBooks, Internal Controls, Budgets, Financial Modeling, Access, Variance Analysis, Management, Hyperion Enterprise, Internal Audit, Financial Accounting, Analysis, Account Reconciliation, General Ledger
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2009
Bachelor of Business Administration, Accounting
Georgia State University - J. Mack Robinson College of Business 2004 — 2008
Bachelor of Business Administration, Finance
Hua Tao's Invesco US Experience April 2014 - Present
Job Senior Quantitative Researcher at Invesco US
Industry Financial Services
Experience
Invesco US April 2014 - Present
June January 2012 - March 2014
Goldman Sachs June 2006 - December 2011
Skills
Program Trading, Trading System, Trading Systems, Equities, Fixed Income, Quantitative Finance, Electronic Trading, Derivatives, Hedge Funds
Education
University of Illinois at Urbana-Champaign 2000 — 2007
Ph.D., Mathematics
University of Illinois at Urbana-Champaign - College of Business 2005 — 2005
Master, Finance
University of Illinois at Urbana-Champaign 2000 — 2003
Master, Computational Science and Engineering
Beijing Normal University 1996 — 2000
BS, Math & CS
Emei No 2 High School
Invesco US April 2014 - Present
June January 2012 - March 2014
Goldman Sachs June 2006 - December 2011
Skills
Program Trading, Trading System, Trading Systems, Equities, Fixed Income, Quantitative Finance, Electronic Trading, Derivatives, Hedge Funds
Education
University of Illinois at Urbana-Champaign 2000 — 2007
Ph.D., Mathematics
University of Illinois at Urbana-Champaign - College of Business 2005 — 2005
Master, Finance
University of Illinois at Urbana-Champaign 2000 — 2003
Master, Computational Science and Engineering
Beijing Normal University 1996 — 2000
BS, Math & CS
Emei No 2 High School
Bea Spoerl's Invesco US Experience November 1991 - October 1995
Job National Accounts Manager at Cumberland Advisors
Industry Financial Services
Experience
Cumberland Advisors February 2014 - Present
UMB Fund Services December 2011 - July 2013
US Bancorp Fund Services, LLC April 2002 - December 2011
US Bancorp Fund Services, LLC August 1999 - April 2002
UMB Fund Services October 1995 - August 1999
Invesco US November 1991 - October 1995
Invesco US August 1989 - November 1991
Ready Mixed Concrete - Denver Colorado July 1987 - August 1989
Skills
LLC, Financial Services, Financial Reporting, General Ledger, Mutual Funds, Tax, Project Management, Accounting, Investments, Account Reconciliation, Fund Accounting, DST TA 2000, SEI Custody Systems, Sunguard Asset Arena, MFACT Fund Accounting..., Corporate Finance, Securities, Hedge Funds, Finance, Asset Management, Alternative Investments, Financial Analysis, Equities, Relationship Management, Portfolio Management, Due Diligence, Risk Management, Credit, Mergers & Acquisitions, Auditing, Management
Education
Georgia Regents University 1983 — 1987
BBA, Accounting
Cumberland Advisors February 2014 - Present
UMB Fund Services December 2011 - July 2013
US Bancorp Fund Services, LLC April 2002 - December 2011
US Bancorp Fund Services, LLC August 1999 - April 2002
UMB Fund Services October 1995 - August 1999
Invesco US November 1991 - October 1995
Invesco US August 1989 - November 1991
Ready Mixed Concrete - Denver Colorado July 1987 - August 1989
Skills
LLC, Financial Services, Financial Reporting, General Ledger, Mutual Funds, Tax, Project Management, Accounting, Investments, Account Reconciliation, Fund Accounting, DST TA 2000, SEI Custody Systems, Sunguard Asset Arena, MFACT Fund Accounting..., Corporate Finance, Securities, Hedge Funds, Finance, Asset Management, Alternative Investments, Financial Analysis, Equities, Relationship Management, Portfolio Management, Due Diligence, Risk Management, Credit, Mergers & Acquisitions, Auditing, Management
Education
Georgia Regents University 1983 — 1987
BBA, Accounting
Stu Novick, CFA's Invesco US Experience March 2014 - Present
Job Senior Equity Analyst at Invesco US
Industry Investment Banking
Experience
Invesco US March 2014 - Present
Bloomberg LP October 2013 - March 2014
Debtwire Analytics (division of Financial Times Group) December 2012 - October 2013
Xtract Research LLC (division of Financial Times Group) February 2012 - December 2012
Citigroup 1994 - February 2012
Hartford Steam Boiler (a division of Munich Re) 1993 - 1994
Thomas James Associates 1992 - 1993
Value Line 1989 - 1992
TIAA-CREF 1987 - 1988
Skills
Credit Analysis, Equity Research, Institutional Marketing, Convertible Bonds, Convertible Arbitrage, Report Writing, Presentation Development, Financial Analysis, Distressed Debt, High Yield, Options, CDS, Recruiting, Mentoring, Investments, Covenants, Covenant Compliance, Equities, Hedge Funds, Investment Banking, Capital Markets, Asset Management, Special Situations, Fixed Income, Bonds, Alternative Investments, Strategy, Valuation, Risk Management, Investor Relations, Mutual Funds, Capital Structure, Investment Management, Bloomberg, Credit, Financial Risk, Derivatives, Structured Products, Emerging Markets, Equity Derivatives, Credit Derivatives, Private Equity, Leveraged Finance, Structured Finance, Equity Valuation, Financial Markets, Equity Trading, LBO
Education
Columbia Business School 1988 — 1989
MBA, Finance/Int'l Business
State University of New York at Albany 1981 — 1985
BS, Business Administration/Psychology
Invesco US March 2014 - Present
Bloomberg LP October 2013 - March 2014
Debtwire Analytics (division of Financial Times Group) December 2012 - October 2013
Xtract Research LLC (division of Financial Times Group) February 2012 - December 2012
Citigroup 1994 - February 2012
Hartford Steam Boiler (a division of Munich Re) 1993 - 1994
Thomas James Associates 1992 - 1993
Value Line 1989 - 1992
TIAA-CREF 1987 - 1988
Skills
Credit Analysis, Equity Research, Institutional Marketing, Convertible Bonds, Convertible Arbitrage, Report Writing, Presentation Development, Financial Analysis, Distressed Debt, High Yield, Options, CDS, Recruiting, Mentoring, Investments, Covenants, Covenant Compliance, Equities, Hedge Funds, Investment Banking, Capital Markets, Asset Management, Special Situations, Fixed Income, Bonds, Alternative Investments, Strategy, Valuation, Risk Management, Investor Relations, Mutual Funds, Capital Structure, Investment Management, Bloomberg, Credit, Financial Risk, Derivatives, Structured Products, Emerging Markets, Equity Derivatives, Credit Derivatives, Private Equity, Leveraged Finance, Structured Finance, Equity Valuation, Financial Markets, Equity Trading, LBO
Education
Columbia Business School 1988 — 1989
MBA, Finance/Int'l Business
State University of New York at Albany 1981 — 1985
BS, Business Administration/Psychology
Kyle Huber's Invesco US Experience January 2014 - Present
Job Sr. BA/PM Alt. Inv. Apps at Invesco US
Industry Financial Services
Experience
Invesco US January 2014 - Present
Sungard - Investran 2008 - January 2014
KeyBank Real Estate Capital 1994 - 2008
Skills
Accounting, Financial Analysis, Management, Business Analysis, Finance, Asset Management
Education
Illinois State University 1988 — 1991
Bachelor, Accounting
Invesco US January 2014 - Present
Sungard - Investran 2008 - January 2014
KeyBank Real Estate Capital 1994 - 2008
Skills
Accounting, Financial Analysis, Management, Business Analysis, Finance, Asset Management
Education
Illinois State University 1988 — 1991
Bachelor, Accounting
Jennifer Salinas-Clark's Invesco US Experience 2006 - 2009
Job Supervisor, Advisor Services at Trust Company of America
Industry Financial Services
Experience
Trust Company of America April 2014 - Present
Trust Company of America September 2011 - March 2014
ALPS Fund Services, Inc. April 2010 - May 2011
Invesco US 2006 - 2009
Skills
Mutual Funds, Investments, Securities, Financial Services, Alternative Investments, Relationship Management, Portfolio Management, Asset Management, Series 6, 401k, FINRA, Fixed Annuities, Risk Management, Wealth Management, Asset Allocation, Investment Advisory, Fixed Income, Analysis, Hedge Funds, Finance, Bloomberg, Retirement
Education
Colorado State University-Pueblo 1998 — 2001
MBA and BA, Business Administration and Business Management
Trust Company of America April 2014 - Present
Trust Company of America September 2011 - March 2014
ALPS Fund Services, Inc. April 2010 - May 2011
Invesco US 2006 - 2009
Skills
Mutual Funds, Investments, Securities, Financial Services, Alternative Investments, Relationship Management, Portfolio Management, Asset Management, Series 6, 401k, FINRA, Fixed Annuities, Risk Management, Wealth Management, Asset Allocation, Investment Advisory, Fixed Income, Analysis, Hedge Funds, Finance, Bloomberg, Retirement
Education
Colorado State University-Pueblo 1998 — 2001
MBA and BA, Business Administration and Business Management
Andre Lanthier's Invesco US Experience March 2015 - Present
Job Information Management/Data Services IT Executive
Industry Financial Services
Experience
Invesco US March 2015 - Present
AIG July 2014 - December 2014
BMC Software March 2010 - March 2014
VXI Solutions, LLC 2005 - 2010
LPCS Inc 1991 - 2010
JJJ Container Services, LLC 2002 - 2005
(i)Structure 2000 - 2000
TransUnion 1999 - 2000
Level 3 Communications 1998 - 1999
Corporate Express 1994 - 1998
Skills
Business Intelligence, Enterprise Architecture, Data Warehousing, IT Strategy, Enterprise Software, Vendor Management, Master Data Management, SDLC, Software Development, Professional Services, Business Analysis, Strategy, Business Process, Management, Leadership, Project Portfolio..., Solution Architecture, IT Management, CRM, SaaS, Team Management, Service Delivery, Agile Methodologies, Business Process..., Analysis, Integration, Cloud Computing, IT Service Management, Data Modeling, Software Project..., Agile Project Management, ITIL, SOA, Microsoft Office, Team Leadership, PMP, Project Delivery, Requirements Analysis, Data Integration, ETL, Pre-sales, Data Architecture, Global Management, Global Delivery, Offshore Software..., Vendor Contracts, Department Budgeting, Vendor Relationships, Mentoring, Consulting
Education
Iowa State University 1983 — 1986
BS, Industrial Engineering
Invesco US March 2015 - Present
AIG July 2014 - December 2014
BMC Software March 2010 - March 2014
VXI Solutions, LLC 2005 - 2010
LPCS Inc 1991 - 2010
JJJ Container Services, LLC 2002 - 2005
(i)Structure 2000 - 2000
TransUnion 1999 - 2000
Level 3 Communications 1998 - 1999
Corporate Express 1994 - 1998
Skills
Business Intelligence, Enterprise Architecture, Data Warehousing, IT Strategy, Enterprise Software, Vendor Management, Master Data Management, SDLC, Software Development, Professional Services, Business Analysis, Strategy, Business Process, Management, Leadership, Project Portfolio..., Solution Architecture, IT Management, CRM, SaaS, Team Management, Service Delivery, Agile Methodologies, Business Process..., Analysis, Integration, Cloud Computing, IT Service Management, Data Modeling, Software Project..., Agile Project Management, ITIL, SOA, Microsoft Office, Team Leadership, PMP, Project Delivery, Requirements Analysis, Data Integration, ETL, Pre-sales, Data Architecture, Global Management, Global Delivery, Offshore Software..., Vendor Contracts, Department Budgeting, Vendor Relationships, Mentoring, Consulting
Education
Iowa State University 1983 — 1986
BS, Industrial Engineering
Melissa Farr's Invesco US Experience January 2001 - January 2007
Job Technology Solutions Consultant
Industry Information Technology and Services
Experience
Apple January 2012 - Present
Western Horticultural Services 2011 - 2011
KB Home 2009 - 2010
Texas A&M University 2007 - 2009
Invesco US January 2001 - January 2007
Skills
Real Estate, Sustainability, Financial Analysis, Budgets, Management, Negotiation, Finance, Accounting, Microsoft Excel, Construction, Construction Management, Customer Service, Process Scheduler, Competitive Analysis, PowerPoint, Microsoft Word, Mergers & Acquisitions, QuickBooks, Contract Negotiation, Real Estate Development, Analysis, Insurance, Leadership, Project Management, Sales, Project Planning, Business Development, Strategic Planning
Education
Texas A&M University 2007 — 2008
MS, Land and Real Estate Development
Houston Baptist University - College of Business and Economics 1996 — 2000
B.A., Finance and Fine Art
Apple January 2012 - Present
Western Horticultural Services 2011 - 2011
KB Home 2009 - 2010
Texas A&M University 2007 - 2009
Invesco US January 2001 - January 2007
Skills
Real Estate, Sustainability, Financial Analysis, Budgets, Management, Negotiation, Finance, Accounting, Microsoft Excel, Construction, Construction Management, Customer Service, Process Scheduler, Competitive Analysis, PowerPoint, Microsoft Word, Mergers & Acquisitions, QuickBooks, Contract Negotiation, Real Estate Development, Analysis, Insurance, Leadership, Project Management, Sales, Project Planning, Business Development, Strategic Planning
Education
Texas A&M University 2007 — 2008
MS, Land and Real Estate Development
Houston Baptist University - College of Business and Economics 1996 — 2000
B.A., Finance and Fine Art
Brad Rosenberg, MSF, CETF, CHP's Invesco US Experience July 2014 - Present
Job Business Analyst/Project Manager at Invesco US
Industry Financial Services
Experience
Invesco US July 2014 - Present
Performance Trust Capital Partners January 2013 - July 2014
Performance Trust Capital Partners April 2012 - December 2012
Guggenheim Partners January 2012 - April 2012
Guggenheim Funds Distributors, Inc January 2011 - December 2011
UBS Global Asset Management November 2008 - December 2010
State Street Bank and Trust Company September 2007 - November 2008
State Street Bank & Trust October 2006 - September 2007
Investor's Bank & Trust Company June 2005 - September 2006
Skills
Bloomberg, Fixed Income, Capital Markets, Mutual Funds, Financial Reporting, Investment Products, Securities, Financial Services, Microsoft Office, MorningStar Direct, Excel, ETFs, Financial Markets, Hedge Funds, Alternative Investments, Fund Accounting, Investments, PowerPoint, Word, Outlook, Zephyr StyleAdvisor, Lehman Point, GIMII, Barclays Capital LIve, Hedge Fund Strategies, Hedge Fund Due Diligence, Hedge Fund Portfolio..., Fund Of Funds, Offshore Funds, Master Limited..., Bloomberg Data License, Exchange Traded Notes, Eagle PACE
Education
Brandeis International Business School 2007 — 2009
Masters of Science, Finance
Muhlenberg College 2001 — 2005
Bachelors of Arts, Business Administration (Managarial Finance) and International Studies (Global Trade)
SIT: Switzerland 2004 — 2004
Invesco US July 2014 - Present
Performance Trust Capital Partners January 2013 - July 2014
Performance Trust Capital Partners April 2012 - December 2012
Guggenheim Partners January 2012 - April 2012
Guggenheim Funds Distributors, Inc January 2011 - December 2011
UBS Global Asset Management November 2008 - December 2010
State Street Bank and Trust Company September 2007 - November 2008
State Street Bank & Trust October 2006 - September 2007
Investor's Bank & Trust Company June 2005 - September 2006
Skills
Bloomberg, Fixed Income, Capital Markets, Mutual Funds, Financial Reporting, Investment Products, Securities, Financial Services, Microsoft Office, MorningStar Direct, Excel, ETFs, Financial Markets, Hedge Funds, Alternative Investments, Fund Accounting, Investments, PowerPoint, Word, Outlook, Zephyr StyleAdvisor, Lehman Point, GIMII, Barclays Capital LIve, Hedge Fund Strategies, Hedge Fund Due Diligence, Hedge Fund Portfolio..., Fund Of Funds, Offshore Funds, Master Limited..., Bloomberg Data License, Exchange Traded Notes, Eagle PACE
Education
Brandeis International Business School 2007 — 2009
Masters of Science, Finance
Muhlenberg College 2001 — 2005
Bachelors of Arts, Business Administration (Managarial Finance) and International Studies (Global Trade)
SIT: Switzerland 2004 — 2004
Chad Churchwell's Invesco US Experience November 2000 - January 2003
Job Analytical, ResultsDriven Customer Service Relationship Manager
Industry Financial Services
Experience
TD Ameritrade Institutional January 2011 - October 2014
TD Ameritrade Institutional August 2008 - January 2011
Overland High School Football 2011 - 2011
Fiserv ISS April 2006 - August 2008
Aim Investments May 2003 - April 2006
INVESCO January 2003 - May 2003
Invesco US November 2000 - January 2003
Invesco US June 2000 - November 2000
Skills
Financial Services, Portfolio Management, Series 63, Asset Managment, Series 7, Investments, 401k, Mutual Funds, Relationship Management, Retirement Planning, Asset Management, Risk Management, Separately Managed..., Securities, Salesforce.com, Customer Satisfaction, Long-term Customer..., CRM, Finance
Education
University of Northern Colorado 1998 — 2000
Bachelor, Finance
Colorado State University 1995 — 1998
General Studies
TD Ameritrade Institutional January 2011 - October 2014
TD Ameritrade Institutional August 2008 - January 2011
Overland High School Football 2011 - 2011
Fiserv ISS April 2006 - August 2008
Aim Investments May 2003 - April 2006
INVESCO January 2003 - May 2003
Invesco US November 2000 - January 2003
Invesco US June 2000 - November 2000
Skills
Financial Services, Portfolio Management, Series 63, Asset Managment, Series 7, Investments, 401k, Mutual Funds, Relationship Management, Retirement Planning, Asset Management, Risk Management, Separately Managed..., Securities, Salesforce.com, Customer Satisfaction, Long-term Customer..., CRM, Finance
Education
University of Northern Colorado 1998 — 2000
Bachelor, Finance
Colorado State University 1995 — 1998
General Studies
Terrence J. Miller CFA's Invesco US Experience 1985 - 2001
Job TETON
Industry Investment Management
Experience
TETON January 2014 - Present
Buckhead Capital Management April 2002 - December 2013
Invesco US 1985 - 2001
Merrill Lynch 1981 - 1985
Skills
Alternative Investments, Asset Management, Equities, Investments, Portfolio Management, Asset Allocation, Private Equity, Fixed Income, Valuation, Financial Modeling, Due Diligence, Wealth Management, Equity Research, Bloomberg, Financial Analysis
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA
University of Dayton 1978 — 1981
BS, Finance
Serra 1974 — 1977
TETON January 2014 - Present
Buckhead Capital Management April 2002 - December 2013
Invesco US 1985 - 2001
Merrill Lynch 1981 - 1985
Skills
Alternative Investments, Asset Management, Equities, Investments, Portfolio Management, Asset Allocation, Private Equity, Fixed Income, Valuation, Financial Modeling, Due Diligence, Wealth Management, Equity Research, Bloomberg, Financial Analysis
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA
University of Dayton 1978 — 1981
BS, Finance
Serra 1974 — 1977
Michael McLauchlan's Invesco US Experience September 2014 - Present
Job Regional Vice President Invesco
Industry Financial Services
Experience
Invesco US September 2014 - Present
Guggenheim Funds June 2006 - September 2014
Morgan Stanley June 2005 - June 2006
Skills
ETFs, Separately Managed..., Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investment Strategies, Fixed Annuities, Investments
Education
Illinois State University 2001 — 2005
Bachelors of Science, Finance and Economics
Invesco US September 2014 - Present
Guggenheim Funds June 2006 - September 2014
Morgan Stanley June 2005 - June 2006
Skills
ETFs, Separately Managed..., Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investment Strategies, Fixed Annuities, Investments
Education
Illinois State University 2001 — 2005
Bachelors of Science, Finance and Economics
Brandon Humphryes, CFA's Invesco US Experience January 1996 - December 2003
Job Portfolio Manager at Trust Company of America
Industry Financial Services
Experience
Trust Company of America October 2014 - Present
Vectra Bank Colorado March 2011 - October 2014
Mountain Asset Management 2010 - 2011
SunCorp Corporate CU January 2009 - March 2010
First Data Corporation 2004 - 2008
Invesco US January 1996 - December 2003
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Asset Management, Mutual Funds, Securities, Alternative Investments, Bloomberg, Finance, Financial Services, Series 7, Fixed Income, Wealth Management, Valuation
Education
Rutgers Business School 1993 — 1995
Master of Business Administration (MBA), Finance, General, 3.2
Fort Lewis College 1989 — 1993
Bachelor of Arts (B.A.), Business Administration - Finance, 3.2
Trust Company of America October 2014 - Present
Vectra Bank Colorado March 2011 - October 2014
Mountain Asset Management 2010 - 2011
SunCorp Corporate CU January 2009 - March 2010
First Data Corporation 2004 - 2008
Invesco US January 1996 - December 2003
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Asset Management, Mutual Funds, Securities, Alternative Investments, Bloomberg, Finance, Financial Services, Series 7, Fixed Income, Wealth Management, Valuation
Education
Rutgers Business School 1993 — 1995
Master of Business Administration (MBA), Finance, General, 3.2
Fort Lewis College 1989 — 1993
Bachelor of Arts (B.A.), Business Administration - Finance, 3.2
Ed Urbano, FRM's Invesco US Experience July 2015 - Present
Job Product Management Director at Invesco
Industry Investment Management
Experience
Invesco US July 2015 - Present
Principal Financial Group 2013 - July 2015
PACIFIC INVESTMENT MANAGEMENT COMPANY (PIMCO) 2005 - 2012
M&N Trading November 2004 - August 2005
Cargill 1993 - 2004
Skills
Bloomberg, Asset Management, Investments, Product Management, Asset Managment, Risk Management, Trading, Hedging, Asset Allocation, Bonds, Commodity, Fixed Income, Investment Management, Options, Financial Markets, Portfolio Management, Due Diligence, Strategy, Hedge Funds, Derivatives, Securities, Alternative Investments
Education
Dartmouth College
BA, Economics
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
Invesco US July 2015 - Present
Principal Financial Group 2013 - July 2015
PACIFIC INVESTMENT MANAGEMENT COMPANY (PIMCO) 2005 - 2012
M&N Trading November 2004 - August 2005
Cargill 1993 - 2004
Skills
Bloomberg, Asset Management, Investments, Product Management, Asset Managment, Risk Management, Trading, Hedging, Asset Allocation, Bonds, Commodity, Fixed Income, Investment Management, Options, Financial Markets, Portfolio Management, Due Diligence, Strategy, Hedge Funds, Derivatives, Securities, Alternative Investments
Education
Dartmouth College
BA, Economics
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
Tana Lawrence's Invesco US Experience January 1999 - September 2007
Job Business Improvement/Project Management at Phixios
Industry Information Technology and Services
Experience
Phixios August 2015 - Present
Fiserv September 2014 - August 2015
USAA April 2012 - April 2014
U.S. Global Investors, Inc October 2007 - May 2012
Invesco US January 1999 - September 2007
Skills
Mutual Funds, Compliance, Financial Analysis, Data Analysis, Reconciliations, Escheatment, Trade Analysis, Create Queries, Forms..., Broker Dealer..., NSCC FundSERV, Defined Contribution, Analysis, Cash Management, Financial Services, Microsoft Excel, Account Reconciliation, Alternative Investments, Customer Service, Equities, Financial Modeling, Fixed Income, Investments, Microsoft Office, Portfolio Management, Process Improvement, Project Management, Relationship Management, Securities, Series 63, Trading, Valuation
Education
University of the Incarnate Word 2009 — 2011
Bachelor of Arts, Organizational Leadership
Colorado Technical University 2013 — 2016
Master’s Degree, Project Management, 3.70
San Antonio College 2008 — 2009
Phixios August 2015 - Present
Fiserv September 2014 - August 2015
USAA April 2012 - April 2014
U.S. Global Investors, Inc October 2007 - May 2012
Invesco US January 1999 - September 2007
Skills
Mutual Funds, Compliance, Financial Analysis, Data Analysis, Reconciliations, Escheatment, Trade Analysis, Create Queries, Forms..., Broker Dealer..., NSCC FundSERV, Defined Contribution, Analysis, Cash Management, Financial Services, Microsoft Excel, Account Reconciliation, Alternative Investments, Customer Service, Equities, Financial Modeling, Fixed Income, Investments, Microsoft Office, Portfolio Management, Process Improvement, Project Management, Relationship Management, Securities, Series 63, Trading, Valuation
Education
University of the Incarnate Word 2009 — 2011
Bachelor of Arts, Organizational Leadership
Colorado Technical University 2013 — 2016
Master’s Degree, Project Management, 3.70
San Antonio College 2008 — 2009
Cathy McLagan's Invesco US Experience June 2006 - Present
Job Head of RFP & Consultant Databases at INVESCO
Industry Investment Management
Experience
Invesco US June 2006 - Present
Skills
RFP, Separately Managed..., Institutional, Investment Strategies, Mutual Funds, Fixed Income, Asset Allocation, Equities, Alternative Investments
Education
Agnes Scott College 1993 — 1997
BA, Economics
Invesco US June 2006 - Present
Skills
RFP, Separately Managed..., Institutional, Investment Strategies, Mutual Funds, Fixed Income, Asset Allocation, Equities, Alternative Investments
Education
Agnes Scott College 1993 — 1997
BA, Economics
Arsalan Siddiqui's Invesco US Experience May 2013 - December 2013
Job Senior Consultant at Deloitte
Industry Information Technology and Services
Experience
Deloitte September 2012 - Present
Invesco US May 2013 - December 2013
McDonald's Corporation March 2013 - July 2013
Motorola Solutions March 2012 - March 2013
LG&E & KU February 2013 - February 2013
Deloitte Consulting August 2010 - August 2012
Gilead Sciences August 2010 - January 2012
PAREXEL August 2009 - May 2010
Dot Hill Systems 2008 - 2009
Beachbody April 2008 - August 2008
Skills
Oracle E-Business Suite, Oracle Applications, PL/SQL, ERP, Business Process, Business Intelligence, Requirements Analysis, SDLC, Business Analysis, Oracle, Business Process..., Consulting, Solution Architecture, Integration, IT Strategy, Oracle HR, Software Development..., Oracle Cloud Project..., Oracle Cloud Financial, Accounting operations, Financial Systems..., Project Management, ERP Financial Training, Business Process..., Financial Reporting, Leadership, Microsoft Project, User Acceptance Testing, Cloud Applications, Software Project..., Business Process Design, SQL, Enterprise Software, Requirements Gathering, Oracle Financials
Education
Wayne State University 2003 — 2006
Bechlor of Science, Electrical and Computer Engineering, 3.7
City Colleges of Chicago-Harry S Truman College 2001 — 2003
Associate of Science (A.S.), Associates, Honor Roll
Marc Garneau Collegiate Institute 1997 — 2000
High School Deploma - Honor Roll, High School/Secondary Diplomas and Certificates
Deloitte September 2012 - Present
Invesco US May 2013 - December 2013
McDonald's Corporation March 2013 - July 2013
Motorola Solutions March 2012 - March 2013
LG&E & KU February 2013 - February 2013
Deloitte Consulting August 2010 - August 2012
Gilead Sciences August 2010 - January 2012
PAREXEL August 2009 - May 2010
Dot Hill Systems 2008 - 2009
Beachbody April 2008 - August 2008
Skills
Oracle E-Business Suite, Oracle Applications, PL/SQL, ERP, Business Process, Business Intelligence, Requirements Analysis, SDLC, Business Analysis, Oracle, Business Process..., Consulting, Solution Architecture, Integration, IT Strategy, Oracle HR, Software Development..., Oracle Cloud Project..., Oracle Cloud Financial, Accounting operations, Financial Systems..., Project Management, ERP Financial Training, Business Process..., Financial Reporting, Leadership, Microsoft Project, User Acceptance Testing, Cloud Applications, Software Project..., Business Process Design, SQL, Enterprise Software, Requirements Gathering, Oracle Financials
Education
Wayne State University 2003 — 2006
Bechlor of Science, Electrical and Computer Engineering, 3.7
City Colleges of Chicago-Harry S Truman College 2001 — 2003
Associate of Science (A.S.), Associates, Honor Roll
Marc Garneau Collegiate Institute 1997 — 2000
High School Deploma - Honor Roll, High School/Secondary Diplomas and Certificates
David A. Parker's Invesco US Experience August 2009 - February 2010
Job President & CEO at Vladvix, Inc
Industry Capital Markets
Experience
Vladvix, Inc November 2013 - Present
JPMorgan Chase May 2011 - June 2014
Merrill Lynch February 2010 - January 2011
Invesco US August 2009 - February 2010
SunTrust Robinson Humphrey January 2005 - August 2009
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation, Financial Analysis, Capital Markets, Portfolio Management, Bloomberg, Equities, Investments, Fixed Income, Mergers & Acquisitions
Education
Rinker School of Business 2005 — 2006
MBA, Finance
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.Sc.), Kinesiology and Exercise Science
Vladvix, Inc November 2013 - Present
JPMorgan Chase May 2011 - June 2014
Merrill Lynch February 2010 - January 2011
Invesco US August 2009 - February 2010
SunTrust Robinson Humphrey January 2005 - August 2009
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation, Financial Analysis, Capital Markets, Portfolio Management, Bloomberg, Equities, Investments, Fixed Income, Mergers & Acquisitions
Education
Rinker School of Business 2005 — 2006
MBA, Finance
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.Sc.), Kinesiology and Exercise Science
Adam Lunardini's Invesco US Experience September 1998 - May 1999
Job VP of Sales, Annuities, Delaware Life Insurance Company
Industry Financial Services
Experience
Delaware Life Insurance Company December 2013 - Present
Fidelity & Guaranty Life August 2009 - December 2013
Sun Life Financial September 2004 - August 2009
Sun Life Financial/Keyport Life Insurance Company March 2001 - August 2004
Keyport Life Insurance Company/Sun Life Financial September 1999 - February 2001
Invesco US September 1998 - May 1999
Northwestern Mutual June 1996 - August 1998
Skills
Microsoft Excel, Investments, Retirement Planning, Microsoft Office, Risk Management, Leadership, Management, Financial Analysis, Athletic Performance, Persistency, Minimalism, Entertainment, Human Anatomy, Hygiene, Personal Training
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Holyoke High School 1990 — 1994
High School
Delaware Life Insurance Company December 2013 - Present
Fidelity & Guaranty Life August 2009 - December 2013
Sun Life Financial September 2004 - August 2009
Sun Life Financial/Keyport Life Insurance Company March 2001 - August 2004
Keyport Life Insurance Company/Sun Life Financial September 1999 - February 2001
Invesco US September 1998 - May 1999
Northwestern Mutual June 1996 - August 1998
Skills
Microsoft Excel, Investments, Retirement Planning, Microsoft Office, Risk Management, Leadership, Management, Financial Analysis, Athletic Performance, Persistency, Minimalism, Entertainment, Human Anatomy, Hygiene, Personal Training
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Holyoke High School 1990 — 1994
High School
Greg Visser, CPA, CFE's Invesco US Experience August 2014 - Present
Job Internal Auditor at Invesco
Industry Financial Services
Experience
Invesco US August 2014 - Present
Waste Management August 2013 - August 2014
Georgia Department of Audits and Accounts August 2012 - August 2013
Waste Management June 2011 - July 2012
White Eagle Golf Club May 2009 - September 2009
Skills
CPA, Auditing, Accounting, US GAAP, Risk Assessment, Leadership, Organization, Microsoft Office, Sarbanes-Oxley Act, Account Reconciliation, Accounts Payable, Internal Controls, Finance, Internal Audit, GAAP, Financial Analysis, Microsoft Excel
Education
Illinois State University 2006 — 2011
B.S./M.P.A, Accounting
Neuqua Valley 2002 — 2006
Invesco US August 2014 - Present
Waste Management August 2013 - August 2014
Georgia Department of Audits and Accounts August 2012 - August 2013
Waste Management June 2011 - July 2012
White Eagle Golf Club May 2009 - September 2009
Skills
CPA, Auditing, Accounting, US GAAP, Risk Assessment, Leadership, Organization, Microsoft Office, Sarbanes-Oxley Act, Account Reconciliation, Accounts Payable, Internal Controls, Finance, Internal Audit, GAAP, Financial Analysis, Microsoft Excel
Education
Illinois State University 2006 — 2011
B.S./M.P.A, Accounting
Neuqua Valley 2002 — 2006
Anjan Arja's Invesco US Experience 2009 - 2014
Job IT Analyst at cabsinc
Industry Information Technology and Services
Experience
CABSINC November 2009 - Present
Invesco US 2009 - 2014
TCS March 2002 - November 2009
Education
Indian Institute of Technology, Delhi 2000 — 2002
M.Tech
Jawaharlal Nehru Technological University 1996 — 1999
B.Tech, Civil Engineering
Ravindra Bharathi Public School 1990 — 1992
CABSINC November 2009 - Present
Invesco US 2009 - 2014
TCS March 2002 - November 2009
Education
Indian Institute of Technology, Delhi 2000 — 2002
M.Tech
Jawaharlal Nehru Technological University 1996 — 1999
B.Tech, Civil Engineering
Ravindra Bharathi Public School 1990 — 1992
Muntasir Ahsan's Invesco US Experience April 2014 - Present
Job Developer at Invesco US
Industry Computer Software
Experience
Invesco US April 2014 - Present
Norfolk Southern Corp. February 2012 - March 2014
Dr. Donald Freeman November 2007 - September 2009
Ajani Investments, INC January 2007 - October 2007
Skills
Function Generator, Multisim, C++, Java, VHDL, ASP.NET, .NET, Visual Basic, HTML, Korn Shell, SQL, Unix, PLC, Oracle SQL, C, SharePoint, Linux, Software Development, SDLC, Programming, Embedded Systems, Visio, Testing, Databases, PL/SQL, Project Management, Security, Operating Systems, Troubleshooting, Hardware, Integration, Eclipse, MySQL, TCP/IP, XML, System Administration, Windows, JavaScript, C#, Active Directory, Software Documentation, PHP, XP, Network Administration, Disaster Recovery, Windows 7, Network Security, Computer Hardware, Networking, Technical Writing
Education
DeVry University 2007 — 2010
Bachelor of Science Degree, Computer Engineering Technology
Invesco US April 2014 - Present
Norfolk Southern Corp. February 2012 - March 2014
Dr. Donald Freeman November 2007 - September 2009
Ajani Investments, INC January 2007 - October 2007
Skills
Function Generator, Multisim, C++, Java, VHDL, ASP.NET, .NET, Visual Basic, HTML, Korn Shell, SQL, Unix, PLC, Oracle SQL, C, SharePoint, Linux, Software Development, SDLC, Programming, Embedded Systems, Visio, Testing, Databases, PL/SQL, Project Management, Security, Operating Systems, Troubleshooting, Hardware, Integration, Eclipse, MySQL, TCP/IP, XML, System Administration, Windows, JavaScript, C#, Active Directory, Software Documentation, PHP, XP, Network Administration, Disaster Recovery, Windows 7, Network Security, Computer Hardware, Networking, Technical Writing
Education
DeVry University 2007 — 2010
Bachelor of Science Degree, Computer Engineering Technology
Jovan Marconi's Invesco US Experience February 2015 - September 2015
Job Team Lead Business Analyst/Project Manager at Invesco
Industry Investment Management
Experience
Legal & General Investment Management September 2015 - Present
Invesco US February 2015 - September 2015
Invesco January 2014 - February 2015
AEGON October 2010 - December 2013
Mercer Investment Consulting June 2004 - October 2010
Mercer Investment Consulting March 2002 - June 2004
Mercer Investment Consulting June 1999 - March 2002
Skills
Equities, Investments, Fixed Income, Valuation, Mutual Funds, Bloomberg, Analysis, Securities, Customer Relations, PowerPoint, Statistics, Data Analysis, Business Analysis, Performance Attribution, Outlook, Benchmarking, Derivatives, System Implementations, Investment Performance, Project Management, SDLC, CIPM, GIPS Compliance, Data Management, Asset Management, Six Sigma, Lean Projects, Budgets, Benefit Cost Analysis, Risk Assessment, Attribution, Eagle PACE, Pension Funds, Institutional..., Defined Benefit, Financial Services, Process Improvement, Investment Management, Quantitative Analytics, Series 7, Series 63, Requirements Gathering, Pensions, Investment Advisory, Innovation, Creativity, Creative Strategy, Investment Strategies, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
MBA
Northeastern Illinois University 1996 — 1999
B.S., Finance
Legal & General Investment Management September 2015 - Present
Invesco US February 2015 - September 2015
Invesco January 2014 - February 2015
AEGON October 2010 - December 2013
Mercer Investment Consulting June 2004 - October 2010
Mercer Investment Consulting March 2002 - June 2004
Mercer Investment Consulting June 1999 - March 2002
Skills
Equities, Investments, Fixed Income, Valuation, Mutual Funds, Bloomberg, Analysis, Securities, Customer Relations, PowerPoint, Statistics, Data Analysis, Business Analysis, Performance Attribution, Outlook, Benchmarking, Derivatives, System Implementations, Investment Performance, Project Management, SDLC, CIPM, GIPS Compliance, Data Management, Asset Management, Six Sigma, Lean Projects, Budgets, Benefit Cost Analysis, Risk Assessment, Attribution, Eagle PACE, Pension Funds, Institutional..., Defined Benefit, Financial Services, Process Improvement, Investment Management, Quantitative Analytics, Series 7, Series 63, Requirements Gathering, Pensions, Investment Advisory, Innovation, Creativity, Creative Strategy, Investment Strategies, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
MBA
Northeastern Illinois University 1996 — 1999
B.S., Finance
Japen Patel's Invesco US Experience August 2013 - August 2014
Job Corporate Accountant I Invesco USA
Industry Outsourcing/Offshoring
Experience
Infor August 2014 - June 2015
Invesco US August 2013 - August 2014
RYLA Inc. April 2009 - December 2010
Skills
QuickBooks, Accounts Payable, Microsoft Excel, Accounts Receivable, Accounting, PeopleSoft, Microsoft Office, Customer Service, Call Center, ADP Payroll, Payroll, Garnishments, 10 Key, Budgets, Data Entry, Bookkeeping, Microsoft Word, PowerPoint, HRIS, Spreadsheets, Journal Entries, Time Management
Education
Kennesaw State University 2005 — 2010
BA, Accounting
Infor August 2014 - June 2015
Invesco US August 2013 - August 2014
RYLA Inc. April 2009 - December 2010
Skills
QuickBooks, Accounts Payable, Microsoft Excel, Accounts Receivable, Accounting, PeopleSoft, Microsoft Office, Customer Service, Call Center, ADP Payroll, Payroll, Garnishments, 10 Key, Budgets, Data Entry, Bookkeeping, Microsoft Word, PowerPoint, HRIS, Spreadsheets, Journal Entries, Time Management
Education
Kennesaw State University 2005 — 2010
BA, Accounting
Emily van der Waals's Invesco US Experience December 2014 - Present
Job Compliance Officer at Invesco US
Industry Legal Services
Experience
Invesco US December 2014 - Present
Invesco July 2010 - Present
Nationwide Building Society January 2008 - December 2009
Jordans Limited September 2006 - January 2008
KPMG October 2004 - September 2006
EDF Energy January 2004 - August 2004
EDF Energy November 2003 - January 2004
Compass Group UK & Ireland June 2001 - July 2002
Skills
CRM, Recruiting, Management, Corporate Governance, Governance, Financial Services, Project Management, Legal Research, Company Law, Company Secretarial Work, Legal Writing, Close Attention to..., Organization, Financial Regulation, Securities Regulation, Analysis, Corporate Law, Due Diligence, Employment Law, Risk Management
Education
University of Exeter 2003 — 2004
LLM, International Business Law
University of Wales, Aberystwyth 1999 — 2003
B. Sc (Econ), Business
Invesco US December 2014 - Present
Invesco July 2010 - Present
Nationwide Building Society January 2008 - December 2009
Jordans Limited September 2006 - January 2008
KPMG October 2004 - September 2006
EDF Energy January 2004 - August 2004
EDF Energy November 2003 - January 2004
Compass Group UK & Ireland June 2001 - July 2002
Skills
CRM, Recruiting, Management, Corporate Governance, Governance, Financial Services, Project Management, Legal Research, Company Law, Company Secretarial Work, Legal Writing, Close Attention to..., Organization, Financial Regulation, Securities Regulation, Analysis, Corporate Law, Due Diligence, Employment Law, Risk Management
Education
University of Exeter 2003 — 2004
LLM, International Business Law
University of Wales, Aberystwyth 1999 — 2003
B. Sc (Econ), Business
William Pfeffer's Invesco US Experience October 2014 - Present
Job Series 6 Licensed Representative
Industry Financial Services
Experience
Invesco US October 2014 - Present
Willis Group US September 2014 - September 2014
Wells Fargo September 2013 - July 2014
Mr. Sticker August 2009 - July 2010
Made E-Z, Inc June 2008 - August 2009
YHW Management Consultant Services Inc July 2007 - June 2008
Skills
Access, Management, Troubleshooting, Data Entry, Program Management, Microsoft Excel, Microsoft Office, QuickBooks, Accounting, PowerPoint, Account Reconciliation, Bookkeeping, Financial Statements, Inspection, Information Technology, Customer Service, Operations Management, Time Management, Microsoft Word, Sales, Applicant Tracking..., Technical Recruiting, Leadership
Education
Blinn College 2011 — 2013
Associate's Degree, Business Administration and Management, General
Klein High School 2005 — 2009
Graduate Diploma 2009
Invesco US October 2014 - Present
Willis Group US September 2014 - September 2014
Wells Fargo September 2013 - July 2014
Mr. Sticker August 2009 - July 2010
Made E-Z, Inc June 2008 - August 2009
YHW Management Consultant Services Inc July 2007 - June 2008
Skills
Access, Management, Troubleshooting, Data Entry, Program Management, Microsoft Excel, Microsoft Office, QuickBooks, Accounting, PowerPoint, Account Reconciliation, Bookkeeping, Financial Statements, Inspection, Information Technology, Customer Service, Operations Management, Time Management, Microsoft Word, Sales, Applicant Tracking..., Technical Recruiting, Leadership
Education
Blinn College 2011 — 2013
Associate's Degree, Business Administration and Management, General
Klein High School 2005 — 2009
Graduate Diploma 2009
Bill Barron's Invesco US Experience 2000 - 2002
Job CEO at Penbay Solutions
Industry
Experience
Penbay Solutions January 2008 - Present
Deutsche Asset Management 2002 - 2006
Invesco US 2000 - 2002
Invesco US 1992 - 1999
Skills
GIS, Geomatics, InVision Solution Suite, Geography, ArcGIS
Education
Harvard University
Penbay Solutions January 2008 - Present
Deutsche Asset Management 2002 - 2006
Invesco US 2000 - 2002
Invesco US 1992 - 1999
Skills
GIS, Geomatics, InVision Solution Suite, Geography, ArcGIS
Education
Harvard University
Ivan Bakrac's Invesco US Experience May 2014 - Present
Job Head of Fixed Income MultiSector Portfolio Management at Invesco US
Industry Investment Management
Experience
Invesco US May 2014 - Present
Franklin Templeton Investments March 2005 - April 2014
Skills
Fixed Income, Asset Allocation, Global Macro, Credit Derivatives, Portfolio Management, Fixed Income Strategies, Bonds, Risk Management, Interest Rate..., FX Swaps, Options Strategies, Alternative Investments, Equities
Education
Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Polytechnic University
Master of Science (MSc), Financial Engineering
Invesco US May 2014 - Present
Franklin Templeton Investments March 2005 - April 2014
Skills
Fixed Income, Asset Allocation, Global Macro, Credit Derivatives, Portfolio Management, Fixed Income Strategies, Bonds, Risk Management, Interest Rate..., FX Swaps, Options Strategies, Alternative Investments, Equities
Education
Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Polytechnic University
Master of Science (MSc), Financial Engineering
Kim Moore, CPA's Invesco US Experience 2015 - Present
Job Assistant Cotroller at Invesco
Industry Accounting
Experience
Invesco US 2015 - Present
Invesco US 2012 - June 2015
Macfarlan Capital Partners November 2011 - December 2012
Terramesa Resorts January 2010 - November 2011
KPMG January 2009 - December 2009
Education
The University of Texas at Arlington - College of Business 2008 — 2008
Master, Taxation
Baylor University - Hankamer School of Business 2004 — 2007
BBA, Accounting
Invesco US 2015 - Present
Invesco US 2012 - June 2015
Macfarlan Capital Partners November 2011 - December 2012
Terramesa Resorts January 2010 - November 2011
KPMG January 2009 - December 2009
Education
The University of Texas at Arlington - College of Business 2008 — 2008
Master, Taxation
Baylor University - Hankamer School of Business 2004 — 2007
BBA, Accounting
Tristian Gee's Invesco US Experience March 2015 - Present
Job Corporate Accountant II at Invesco US
Industry Accounting
Experience
Invesco US March 2015 - Present
Invesco US June 2014 - Present
American Safety Insurance April 2013 - June 2014
IKEA Group June 2009 - June 2012
Skills
Microsoft Excel, Microsoft Word, Customer Service, Analysis, Sales, Accounting, Microsoft Office, Financial Reporting, PowerPoint, Financial Analysis, Financial Accounting, Account Reconciliation, General Ledger, Auditing, Outlook, Access, Accounts Receivable
Education
Clark Atlanta University 2011 — 2012
Master of Arts (M.A.), Accounting
Clark Atlanta University 2007 — 2011
Bachelor of Arts (B.A.), Accounting
Invesco US March 2015 - Present
Invesco US June 2014 - Present
American Safety Insurance April 2013 - June 2014
IKEA Group June 2009 - June 2012
Skills
Microsoft Excel, Microsoft Word, Customer Service, Analysis, Sales, Accounting, Microsoft Office, Financial Reporting, PowerPoint, Financial Analysis, Financial Accounting, Account Reconciliation, General Ledger, Auditing, Outlook, Access, Accounts Receivable
Education
Clark Atlanta University 2011 — 2012
Master of Arts (M.A.), Accounting
Clark Atlanta University 2007 — 2011
Bachelor of Arts (B.A.), Accounting
Kyle Hardin's Invesco US Experience November 2014 - Present
Job Internal Wholesaler at Invesco US
Industry Higher Education
Experience
Invesco US November 2014 - Present
Performance Trust Capital Partners August 2011 - November 2014
Bank of America May 2011 - August 2011
United States Marine Corps September 2006 - April 2011
Toyota Financial Services May 2010 - August 2010
Skills
Analysis, Risk Management, Capital Markets, Electronic Trading, FINRA, Fixed Income, Leadership, Team Leadership, Bloomberg Terminal, Financial Analysis, Data Analysis, Organizational..., Economics, Public Speaking, Management, Team Building, Strategic Planning, Government, Time Management, Military Experience, Morningstar, Security Clearance, Securities, Series 7
Education
Illinois State University
Bachelors, Economics
Invesco US November 2014 - Present
Performance Trust Capital Partners August 2011 - November 2014
Bank of America May 2011 - August 2011
United States Marine Corps September 2006 - April 2011
Toyota Financial Services May 2010 - August 2010
Skills
Analysis, Risk Management, Capital Markets, Electronic Trading, FINRA, Fixed Income, Leadership, Team Leadership, Bloomberg Terminal, Financial Analysis, Data Analysis, Organizational..., Economics, Public Speaking, Management, Team Building, Strategic Planning, Government, Time Management, Military Experience, Morningstar, Security Clearance, Securities, Series 7
Education
Illinois State University
Bachelors, Economics
Allen Hermon, MBA, CFA, MPA's Invesco US Experience November 2014 - Present
Job Analyst/ Project Manager at Invesco US
Industry Financial Services
Experience
Invesco US November 2014 - Present
Aldridge Connors, LLP February 2013 - October 2014
Herndon Capital Management, LLC November 2011 - October 2012
YieldQuest March 2004 - August 2010
Intercept Inc May 2003 - January 2004
Morgan Stanley September 2002 - December 2002
Lawson Software 2000 - 2002
Skills
Microsoft VB/ VBA..., ERM Systems- Lawson..., Bloomberg, NetSuite,..., Oracle 8 DBA, Microsoft..., Microsoft Products..., Various Scripting..., Financial Modeling, Finance
Education
Georgia State University 2014 — 2017
Bachelor's Degree, Mathematics
Georgia State University 2011 — 2012
Master's degree, Accounting, 3.94
Kennesaw State University 1998 — 1999
Master of Business Administration (M.B.A.), Finance, General, 3.7
Kennesaw State University 1995 — 1998
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.4
Southern Illinois University, Carbondale 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Computer Science, 3.3
Invesco US November 2014 - Present
Aldridge Connors, LLP February 2013 - October 2014
Herndon Capital Management, LLC November 2011 - October 2012
YieldQuest March 2004 - August 2010
Intercept Inc May 2003 - January 2004
Morgan Stanley September 2002 - December 2002
Lawson Software 2000 - 2002
Skills
Microsoft VB/ VBA..., ERM Systems- Lawson..., Bloomberg, NetSuite,..., Oracle 8 DBA, Microsoft..., Microsoft Products..., Various Scripting..., Financial Modeling, Finance
Education
Georgia State University 2014 — 2017
Bachelor's Degree, Mathematics
Georgia State University 2011 — 2012
Master's degree, Accounting, 3.94
Kennesaw State University 1998 — 1999
Master of Business Administration (M.B.A.), Finance, General, 3.7
Kennesaw State University 1995 — 1998
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.4
Southern Illinois University, Carbondale 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Computer Science, 3.3
Cassandra Springer's Invesco US Experience January 2014 - Present
Job Financial Reporting Accountant at Invesco US
Industry Financial Services
Experience
Invesco US January 2014 - Present
State Street Financial Group January 2013 - January 2014
State Street Bank April 2011 - January 2013
Skills
Outlook, Mutual Funds, Securities, Bloomberg, Fixed Income, Global Custody, Fund Administration, Equities, Corporate Actions, Derivatives, Bloomberg Terminal, Financial Services, Microsoft Excel, Auditing, Finance
Education
Northeastern University 2010 — 2012
Harvard University 2007 — 2009
Boston College 2002 — 2006
Invesco US January 2014 - Present
State Street Financial Group January 2013 - January 2014
State Street Bank April 2011 - January 2013
Skills
Outlook, Mutual Funds, Securities, Bloomberg, Fixed Income, Global Custody, Fund Administration, Equities, Corporate Actions, Derivatives, Bloomberg Terminal, Financial Services, Microsoft Excel, Auditing, Finance
Education
Northeastern University 2010 — 2012
Harvard University 2007 — 2009
Boston College 2002 — 2006
Amy Cudd's Invesco US Experience March 2014 - Present
Job Invesco Corporate Accounting
Industry Financial Services
Experience
Invesco US March 2014 - Present
ING March 2013 - February 2014
RPC, Inc. August 2007 - 2012
Kennesaw State University January 2006 - May 2008
Deloitte January 2006 - July 2007
Skills
Sarbanes-Oxley Act, Financial Analysis, Accounting, Financial Reporting, Managerial Finance, General Ledger, Finance, Cash Flow, Account Reconciliation, Accounts Payable, Auditing, Corporate Finance, Hyperion Enterprise, IFRS, Sarbanes-Oxley, Variance Analysis, Internal Controls, Microsoft Excel
Education
Kennesaw State University - Michael J. Coles College of Business
BBA, Accounting
Kennesaw State University - Michael J. Coles College of Business
MBA, Accounting
Invesco US March 2014 - Present
ING March 2013 - February 2014
RPC, Inc. August 2007 - 2012
Kennesaw State University January 2006 - May 2008
Deloitte January 2006 - July 2007
Skills
Sarbanes-Oxley Act, Financial Analysis, Accounting, Financial Reporting, Managerial Finance, General Ledger, Finance, Cash Flow, Account Reconciliation, Accounts Payable, Auditing, Corporate Finance, Hyperion Enterprise, IFRS, Sarbanes-Oxley, Variance Analysis, Internal Controls, Microsoft Excel
Education
Kennesaw State University - Michael J. Coles College of Business
BBA, Accounting
Kennesaw State University - Michael J. Coles College of Business
MBA, Accounting
Simon Mumford's Invesco US Experience April 2001 - Present
Job Supervisor at Invesco Aim
Industry Financial Services
Experience
Invesco US April 2001 - Present
Skills
Mutual Funds, Series 6, Customer Service, Securities, Equities, Series 26, Risk Management, Asset Management, Business Analysis, Investments
Education
University of Houston-Victoria 2004 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Angelo State University 1992 — 1997
Bachelor of Business Administration (BBA), Finance, General
Invesco US April 2001 - Present
Skills
Mutual Funds, Series 6, Customer Service, Securities, Equities, Series 26, Risk Management, Asset Management, Business Analysis, Investments
Education
University of Houston-Victoria 2004 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Angelo State University 1992 — 1997
Bachelor of Business Administration (BBA), Finance, General
Ann Ginsburg's Invesco US Experience May 2014 - Present
Job Senior Market Analyst at Invesco US
Industry Investment Management
Experience
Invesco US May 2014 - Present
self-employed 2009 - Present
Invesco February 2008 - May 2010
Morgan Stanley June 1997 - April 2001
Valores Finamex 1994 - 1997
Skills
Financial Analysis, Economic Research, Marketing Communications, Financial Markets, Emerging Markets, Bloomberg, Capital Markets, Equity Research, Economics
Education
Cornell University 1986 — 1988
MA, Economics
Cornell University 1981 — 1985
BS, Industrial and Labor Relations
Invesco US May 2014 - Present
self-employed 2009 - Present
Invesco February 2008 - May 2010
Morgan Stanley June 1997 - April 2001
Valores Finamex 1994 - 1997
Skills
Financial Analysis, Economic Research, Marketing Communications, Financial Markets, Emerging Markets, Bloomberg, Capital Markets, Equity Research, Economics
Education
Cornell University 1986 — 1988
MA, Economics
Cornell University 1981 — 1985
BS, Industrial and Labor Relations
Ben Pickell's Invesco US Experience September 2013 - Present
Job Transfer agency at Invesco US
Industry Political Organization
Experience
Invesco US September 2013 - Present
County Executives of America June 2012 - Present
Williamson County May 2012 - June 2012
The Home Depot September 2007 - January 2010
Skills
Politics, Public Policy, Research, Policy Analysis, Social Media, Political Campaigns, International Relations, Political Science, Microsoft Office, Public Relations, Public Speaking, Event Planning, Community Outreach, Nonprofits, Microsoft Excel
Education
The University of Texas at Dallas 2011 — 2013
Bachelor's degree, Economics
Georgetown University 2012 — 2012
Economics, 3.5
Invesco US September 2013 - Present
County Executives of America June 2012 - Present
Williamson County May 2012 - June 2012
The Home Depot September 2007 - January 2010
Skills
Politics, Public Policy, Research, Policy Analysis, Social Media, Political Campaigns, International Relations, Political Science, Microsoft Office, Public Relations, Public Speaking, Event Planning, Community Outreach, Nonprofits, Microsoft Excel
Education
The University of Texas at Dallas 2011 — 2013
Bachelor's degree, Economics
Georgetown University 2012 — 2012
Economics, 3.5
Josiah Oakley's Invesco US Experience May 2014 - Present
Job Tax Intern at Invesco US
Industry Accounting
Experience
Invesco US May 2014 - Present
PwC January 2014 - April 2014
Invesco December 2012 - December 2013
Deloitte October 2013 - November 2013
West Corporation April 2011 - November 2012
Advance Tax Preparation January 2010 - November 2012
Advance Tax Preparation January 2010 - September 2012
School 4 U LLC April 2011 - August 2011
Kroger April 2010 - April 2011
Skills
Accounts Receivable, Customer Service, Time Management, Invoicing, Spreadsheets, Account Reconciliation, Tax Preparation, Access, Data Entry, Call Centers, Journal Entries, Management, Variance Analysis, Sales, Oracle, Outlook, Multi-state tax returns, Corporate Tax, State and Local Tax
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2015
Master's Degree, Taxation
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Bachelor of Business Administration, Accounting
Georgia Perimeter College 2010 — 2012
Associate of Science (A.S.), Business Administration
Invesco US May 2014 - Present
PwC January 2014 - April 2014
Invesco December 2012 - December 2013
Deloitte October 2013 - November 2013
West Corporation April 2011 - November 2012
Advance Tax Preparation January 2010 - November 2012
Advance Tax Preparation January 2010 - September 2012
School 4 U LLC April 2011 - August 2011
Kroger April 2010 - April 2011
Skills
Accounts Receivable, Customer Service, Time Management, Invoicing, Spreadsheets, Account Reconciliation, Tax Preparation, Access, Data Entry, Call Centers, Journal Entries, Management, Variance Analysis, Sales, Oracle, Outlook, Multi-state tax returns, Corporate Tax, State and Local Tax
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2015
Master's Degree, Taxation
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Bachelor of Business Administration, Accounting
Georgia Perimeter College 2010 — 2012
Associate of Science (A.S.), Business Administration
sal albanese's Invesco US Experience January 1999 - December 2003
Job
Industry
Experience
Allegaert Berger Vogel January 2014 - Present
Mesirow Financial January 2004 - December 2013
Invesco US January 1999 - December 2003
Member New York City Council November 1982 - December 1997
John Jay College January 1990 - January 1996
St. Joseph's College January 1978 - January 1986
New York City Board of Education January 1972 - October 1982
Skills
Microsoft Excel, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML, Editing, C++, C, Java
Education
Brooklyn Law School 1986 — 1990
Juris Doctor (J.D.)
New York University 1976 — 1980
Master's Degree, Health Science
CUNY at York College 1969 — 1972
Bachelor's Degree, Education
John Jay High School
Academic Degree
Sullivan County Community College
Allegaert Berger Vogel January 2014 - Present
Mesirow Financial January 2004 - December 2013
Invesco US January 1999 - December 2003
Member New York City Council November 1982 - December 1997
John Jay College January 1990 - January 1996
St. Joseph's College January 1978 - January 1986
New York City Board of Education January 1972 - October 1982
Skills
Microsoft Excel, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML, Editing, C++, C, Java
Education
Brooklyn Law School 1986 — 1990
Juris Doctor (J.D.)
New York University 1976 — 1980
Master's Degree, Health Science
CUNY at York College 1969 — 1972
Bachelor's Degree, Education
John Jay High School
Academic Degree
Sullivan County Community College
Parag Saxena's Invesco US Experience October 1988 - April 2006
Job CEO at Vedanta Capital
Industry Venture Capital & Private Equity
Experience
Vedanta Capital May 1983 - Present
Invesco US October 1988 - April 2006
Citi May 1983 - October 1988
Skills
Venture Capital, Growth Capital, Healthcare, Telecommunications
Education
University of Pennsylvania - The Wharton School 1981 — 1982
Master of Business Administration (MBA), Finance
Indian Institute of Technology, Bombay 1971 — 1977
Bachelor of Technology (B.Tech.), Chemical Engineering
Vedanta Capital May 1983 - Present
Invesco US October 1988 - April 2006
Citi May 1983 - October 1988
Skills
Venture Capital, Growth Capital, Healthcare, Telecommunications
Education
University of Pennsylvania - The Wharton School 1981 — 1982
Master of Business Administration (MBA), Finance
Indian Institute of Technology, Bombay 1971 — 1977
Bachelor of Technology (B.Tech.), Chemical Engineering
Elisa Guillory-Jackson, MBA's Invesco US Experience May 2002 - October 2004
Job Senior Financial Analyst at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services February 2009 - Present
BBVA Compass October 2004 - February 2009
Invesco US May 2002 - October 2004
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Budget Process, Financial Variance..., Process Management, Business Process..., Microsoft Excel, Hyperion Planning, Cognos
Education
Houston Baptist University
Master of Business Administration (M.B.A.), Finance, General
Louisiana State University
Bachelor's Degree, Sociology and Political Science w/ a Minor in Spanish
Discover Financial Services February 2009 - Present
BBVA Compass October 2004 - February 2009
Invesco US May 2002 - October 2004
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Budget Process, Financial Variance..., Process Management, Business Process..., Microsoft Excel, Hyperion Planning, Cognos
Education
Houston Baptist University
Master of Business Administration (M.B.A.), Finance, General
Louisiana State University
Bachelor's Degree, Sociology and Political Science w/ a Minor in Spanish
Jason Leder's Invesco US Experience 1995 - 2015
Job Investment Management Professional
Industry Investment Management
Experience
Invesco US 1995 - 2015
Salomon Brothers June 1993 - February 1995
Skills
Investment Management, Capital Markets, Portfolio Management, Alternative Investments, Asset Management
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Invesco US 1995 - 2015
Salomon Brothers June 1993 - February 1995
Skills
Investment Management, Capital Markets, Portfolio Management, Alternative Investments, Asset Management
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance