Invesco US
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Invesco US Employees
Employee
Years
Job
Industry
Harvey Fladeland Harvey Fladeland's Invesco US Experience 2000 - 2003
Job Divisional Vice President at AXA
Industry Financial Services
Experience
AXA 2007 - Present
Ameriprise Financial Services, Inc. 2003 - 2007
Invesco US 2000 - 2003
MFS Investment Management 1999 - 2000
Piper Jaffray 1994 - 1998
Merrill Lynch 1993 - 1994
Bank of America InvestServices 1988 - 1993
Skills
Wealth Management, Financial Advisory, Series 63, Mutual Funds, Series 7, Investments, Asset Allocation, Investment Advisory, Fixed Annuities, Series 6, Variable Annuities, Separately Managed..., FINRA, 401k, ETFs, Retirement, Strategic Financial..., Series 65, Retirement Planning, Series 24, Uniform Combined State..., IRAs, Alternative Investments, Asset Management, Equities, Wealth Management..., Securities, Fixed Income, 529 Plans
Education
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (BS), Business Administration Econ/Finance/Management
AXA 2007 - Present
Ameriprise Financial Services, Inc. 2003 - 2007
Invesco US 2000 - 2003
MFS Investment Management 1999 - 2000
Piper Jaffray 1994 - 1998
Merrill Lynch 1993 - 1994
Bank of America InvestServices 1988 - 1993
Skills
Wealth Management, Financial Advisory, Series 63, Mutual Funds, Series 7, Investments, Asset Allocation, Investment Advisory, Fixed Annuities, Series 6, Variable Annuities, Separately Managed..., FINRA, 401k, ETFs, Retirement, Strategic Financial..., Series 65, Retirement Planning, Series 24, Uniform Combined State..., IRAs, Alternative Investments, Asset Management, Equities, Wealth Management..., Securities, Fixed Income, 529 Plans
Education
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (BS), Business Administration Econ/Finance/Management
Kenneth M. Misner Kenneth M. Misner's Invesco US Experience August 2014 - Present
Job Internal Sales Consultant at Invesco US
Industry Financial Services
Experience
Invesco US August 2014 - Present
Tiffany & Co. November 2011 - January 2015
Rice University IT March 2012 - May 2014
Rice University February 2012 - May 2014
Bloomberg January 2012 - May 2012
Tiffany & Co. November 2010 - January 2011
Skills
Spanish, Bloomberg, Economics, Customer Service, Italian, Opera, Public Speaking, Microsoft Excel, Piano, Community Outreach, Fundraising, Data Analysis, English, Sales, Leadership
Education
Rice University 2011 — 2014
Bachelor of Arts, Hispanic Studies, Business, 3.80/4.00
The University of Chicago 2012 — 2012
Yale University 2012 — 2012
Lone Star College - Montgomery 2010 — 2011
The Woodlands Preparatory School
High School Diploma
Champions School of Real Estate
Invesco US August 2014 - Present
Tiffany & Co. November 2011 - January 2015
Rice University IT March 2012 - May 2014
Rice University February 2012 - May 2014
Bloomberg January 2012 - May 2012
Tiffany & Co. November 2010 - January 2011
Skills
Spanish, Bloomberg, Economics, Customer Service, Italian, Opera, Public Speaking, Microsoft Excel, Piano, Community Outreach, Fundraising, Data Analysis, English, Sales, Leadership
Education
Rice University 2011 — 2014
Bachelor of Arts, Hispanic Studies, Business, 3.80/4.00
The University of Chicago 2012 — 2012
Yale University 2012 — 2012
Lone Star College - Montgomery 2010 — 2011
The Woodlands Preparatory School
High School Diploma
Champions School of Real Estate
Idell L. Johnson, MBA Idell L. Johnson, MBA's Invesco US Experience August 1999 - July 2005
Job Corporate Trust Associate Client Services Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2015 - Present
GEMSA Loan Services December 2014 - March 2015
Independent Bank Group, Inc. formally Bank of Houston July 2009 - August 2014
JP Morgan January 2007 - June 2009
1st Global August 2005 - September 2006
Invesco US August 1999 - July 2005
Skills
Credit, Loans, Finance, Payments, Management, Cash, Banking, Financial Analysis, Credit Risk, Corporate Finance, Commercial Banking, Portfolio Management, Accruals, Treasury Management, Trading, Leadership, Credit Analysis, Accounting, Cash Flow, Cash Management, Analysis, Funding, Account Reconciliation
Education
Texas Woman's University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas Southern University
Bachelor's Degree, Finance
BNY Mellon March 2015 - Present
GEMSA Loan Services December 2014 - March 2015
Independent Bank Group, Inc. formally Bank of Houston July 2009 - August 2014
JP Morgan January 2007 - June 2009
1st Global August 2005 - September 2006
Invesco US August 1999 - July 2005
Skills
Credit, Loans, Finance, Payments, Management, Cash, Banking, Financial Analysis, Credit Risk, Corporate Finance, Commercial Banking, Portfolio Management, Accruals, Treasury Management, Trading, Leadership, Credit Analysis, Accounting, Cash Flow, Cash Management, Analysis, Funding, Account Reconciliation
Education
Texas Woman's University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas Southern University
Bachelor's Degree, Finance
Christina Giese, CEBS Christina Giese, CEBS's Invesco US Experience 2001 - 2006
Job Senior Director of Benefits, Retirement Plans & Shared Services at Stage Stores
Industry Retail
Experience
Stage Stores 2008 - Present
Bank of America 2006 - 2008
Invesco US 2001 - 2006
Skills
Human Resources, Personnel Management, Employee Benefits, Benefits Administration, Onboarding, HRIS
Education
Texas Tech University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
GBA - Group Benefits Associate
University of Pennsylvania - The Wharton School
RPA - Retirement Plans Associate
Stage Stores 2008 - Present
Bank of America 2006 - 2008
Invesco US 2001 - 2006
Skills
Human Resources, Personnel Management, Employee Benefits, Benefits Administration, Onboarding, HRIS
Education
Texas Tech University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
GBA - Group Benefits Associate
University of Pennsylvania - The Wharton School
RPA - Retirement Plans Associate
Paul Salinas, Jr. Paul Salinas, Jr.'s Invesco US Experience December 2012 - August 2013
Job Valuation & Business Analytics at BDO
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
BDO USA, LLP September 2013 - November 2014
Invesco US December 2012 - August 2013
Cameron May 2012 - August 2012
KPMG US January 2012 - March 2012
Cameron May 2011 - August 2011
Cook, Johnston & Co. May 2010 - August 2010
Skills
Auditing, Sarbanes-Oxley Act, Accounting, Microsoft Office, Microsoft Excel, Internal Controls, Revenue Recognition, Internal Audit, Leadership, US GAAP, QuickBooks, PowerPoint, SharePoint, Visio, SOX 404, External Audit, Assurance, General Ledger, Account Reconciliation
Education
University of Houston, C.T. Bauer College of Business 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin 2007 — 2009
Pre-Physical Therapy
BDO USA, LLP December 2014 - Present
BDO USA, LLP September 2013 - November 2014
Invesco US December 2012 - August 2013
Cameron May 2012 - August 2012
KPMG US January 2012 - March 2012
Cameron May 2011 - August 2011
Cook, Johnston & Co. May 2010 - August 2010
Skills
Auditing, Sarbanes-Oxley Act, Accounting, Microsoft Office, Microsoft Excel, Internal Controls, Revenue Recognition, Internal Audit, Leadership, US GAAP, QuickBooks, PowerPoint, SharePoint, Visio, SOX 404, External Audit, Assurance, General Ledger, Account Reconciliation
Education
University of Houston, C.T. Bauer College of Business 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin 2007 — 2009
Pre-Physical Therapy
Brook Hutchinson's Invesco US Experience February 2001 - November 2005
Job Web Developer | Mobile Web App Developer at brookhutchinson.com
Industry Information Technology and Services
Experience
brookhutchinson.com September 2013 - Present
Lowe's Home Improvement July 2013 - August 2013
Shop Celebrity Boutique June 2006 - July 2013
Celebrity Boutique June 2006 - December 2011
Invesco US February 2001 - November 2005
ExxonMobil November 2000 - January 2001
BP April 2000 - September 2000
Chevron October 1999 - March 2000
Texaco May 1999 - July 1999
Halliburton January 1999 - April 1999
Skills
SEO, E-Commerce, Web..., Responsive Design, Github, phpMyAdmin, Database Design, Bootstrap 3, HTML5, Content Management, jQuery, jQuery Mobile, knockout js, E-commerce
Education
Southern Methodist University - Cox School of Business 1993 — 1997
Bachelor of Business Administration (BBA), Management Information Systems
brookhutchinson.com September 2013 - Present
Lowe's Home Improvement July 2013 - August 2013
Shop Celebrity Boutique June 2006 - July 2013
Celebrity Boutique June 2006 - December 2011
Invesco US February 2001 - November 2005
ExxonMobil November 2000 - January 2001
BP April 2000 - September 2000
Chevron October 1999 - March 2000
Texaco May 1999 - July 1999
Halliburton January 1999 - April 1999
Skills
SEO, E-Commerce, Web..., Responsive Design, Github, phpMyAdmin, Database Design, Bootstrap 3, HTML5, Content Management, jQuery, jQuery Mobile, knockout js, E-commerce
Education
Southern Methodist University - Cox School of Business 1993 — 1997
Bachelor of Business Administration (BBA), Management Information Systems
Blake Brown Blake Brown's Invesco US Experience November 2010 - March 2014
Job Retirement Services District Manager at ADP
Industry Financial Services
Experience
ADP February 2015 - Present
AIG Capital Partners May 2014 - February 2015
Invesco US November 2010 - March 2014
Skills
Series 7, Fixed Annuities, Series 6, Strategic Planning, Sales, Microsoft Office, Uniform Combined State..., Financial Analysis, Customer Service, Contract Negotiation, 401k, Variable Annuities, Retirement Plan...
Education
Texas A&M University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
ADP February 2015 - Present
AIG Capital Partners May 2014 - February 2015
Invesco US November 2010 - March 2014
Skills
Series 7, Fixed Annuities, Series 6, Strategic Planning, Sales, Microsoft Office, Uniform Combined State..., Financial Analysis, Customer Service, Contract Negotiation, 401k, Variable Annuities, Retirement Plan...
Education
Texas A&M University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Brett Proudfoot's Invesco US Experience May 2014 - Present
Job Sales Consultant Invesco Asset Management
Industry Financial Services
Experience
Invesco US May 2014 - Present
Morgan Stanley Wealth Management May 2011 - August 2013
Edgewood Valley Country Club March 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Access, Microsoft Word, Microsoft SQL Server, Analysis, Data Analysis
Education
Miami University 2010 — 2014
Bachelor of Science in Business, Finance, General
Miami University, Farmer School of Business 2010 — 2014
Bachelor of Science in Business, Finance, General
Invesco US May 2014 - Present
Morgan Stanley Wealth Management May 2011 - August 2013
Edgewood Valley Country Club March 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Access, Microsoft Word, Microsoft SQL Server, Analysis, Data Analysis
Education
Miami University 2010 — 2014
Bachelor of Science in Business, Finance, General
Miami University, Farmer School of Business 2010 — 2014
Bachelor of Science in Business, Finance, General
Jared Petersen Jared Petersen's Invesco US Experience January 2015 - Present
Job Senior OBIEE Developer at Invesco US
Industry Health, Wellness and Fitness
Experience
Invesco US January 2015 - Present
The Methodist Hospital System August 2004 - January 2015
Harris County February 1997 - August 1999
Skills
OBIEE, OBAW, Informatica, Business Objects, SSIS, SSRS, SSAS, Visual Studio Team..., Data Warehousing, Database Administration, ETL Tools, SAS, Microsoft BI Suite, ETL, SDLC, Business Intelligence, Analysis Services, SQL
Education
LeTourneau University 1999 — 2003
Bachelor of Business Administration (BBA)
San Jacinto Junior College 1997 — 1999
Associates of Applied Science, Computer Programming
Invesco US January 2015 - Present
The Methodist Hospital System August 2004 - January 2015
Harris County February 1997 - August 1999
Skills
OBIEE, OBAW, Informatica, Business Objects, SSIS, SSRS, SSAS, Visual Studio Team..., Data Warehousing, Database Administration, ETL Tools, SAS, Microsoft BI Suite, ETL, SDLC, Business Intelligence, Analysis Services, SQL
Education
LeTourneau University 1999 — 2003
Bachelor of Business Administration (BBA)
San Jacinto Junior College 1997 — 1999
Associates of Applied Science, Computer Programming
Aaron Feldman's Invesco US Experience October 2014 - October 2014
Job Vice President at First Trust
Industry Financial Services
Experience
First Trust November 2014 - Present
Invesco US October 2014 - October 2014
Invesco Ltd. March 2011 - September 2014
Essex Realty Group, Inc. August 2006 - February 2011
Skills
Series 7, Mutual Funds, Investments, Brokerage, Asset Management, Separately Managed..., Financial Analysis, Investment Properties, ETFs, Series 63, Alternative Investments, Investment Strategies, Valuation, Asset Allocation, Securities, Investment Advisory, Financial Services, Investment Management, Strategic Financial..., Relationship Management, Commercial Real Estate, Real Estate, Real Estate Transactions, Wealth Management
Education
Miami University 2002 — 2006
BA
Berkeley Preparatory School 1988 — 2002
High School Diploma, K-12
First Trust November 2014 - Present
Invesco US October 2014 - October 2014
Invesco Ltd. March 2011 - September 2014
Essex Realty Group, Inc. August 2006 - February 2011
Skills
Series 7, Mutual Funds, Investments, Brokerage, Asset Management, Separately Managed..., Financial Analysis, Investment Properties, ETFs, Series 63, Alternative Investments, Investment Strategies, Valuation, Asset Allocation, Securities, Investment Advisory, Financial Services, Investment Management, Strategic Financial..., Relationship Management, Commercial Real Estate, Real Estate, Real Estate Transactions, Wealth Management
Education
Miami University 2002 — 2006
BA
Berkeley Preparatory School 1988 — 2002
High School Diploma, K-12
Kellye McDade Kellye McDade's Invesco US Experience October 2014 - Present
Job Client Service Representative at Invesco US
Industry Financial Services
Experience
Invesco US October 2014 - Present
Merrill Lynch August 2013 - August 2014
Austin City Realty December 2012 - May 2013
Saint Andrew's Episcopal School February 2012 - May 2013
GLG - Gerson Lehrman Group September 2012 - November 2012
Meritage Events 2011 - 2012
Skills
Social Media, Facebook, Market Research, Event Planning, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Office, Social Media Marketing, Research, Valuation, Data Analysis, Blogging, Google Analytics, Microsoft Word, Public Relations
Education
St. Mary’s University, Twickenham 2013 — 2014
The University of Texas at Austin 2009 — 2013
Bachelor of Science in Communication Studies, Corporate Communication, Business Foundations Certificate, Senior
Invesco US October 2014 - Present
Merrill Lynch August 2013 - August 2014
Austin City Realty December 2012 - May 2013
Saint Andrew's Episcopal School February 2012 - May 2013
GLG - Gerson Lehrman Group September 2012 - November 2012
Meritage Events 2011 - 2012
Skills
Social Media, Facebook, Market Research, Event Planning, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Office, Social Media Marketing, Research, Valuation, Data Analysis, Blogging, Google Analytics, Microsoft Word, Public Relations
Education
St. Mary’s University, Twickenham 2013 — 2014
The University of Texas at Austin 2009 — 2013
Bachelor of Science in Communication Studies, Corporate Communication, Business Foundations Certificate, Senior
Ben Orser Ben Orser's Invesco US Experience 2000 - Present
Job Account Executive at Invesco US
Industry Investment Management
Experience
Invesco US 2000 - Present
Skills
Investments, Sales, Strategic Planning, Business Development, Asset Management, Marketing, Mutual Funds, Team Building, Management, Leadership
Education
Texas Tech University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Invesco US 2000 - Present
Skills
Investments, Sales, Strategic Planning, Business Development, Asset Management, Marketing, Mutual Funds, Team Building, Management, Leadership
Education
Texas Tech University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Goolsby Darryl Goolsby Darryl's Invesco US Experience April 2003 - July 2005
Job Investment Portfolio Coach & Retirement Planning Expert
Industry Financial Services
Experience
VALIC Sr. Retirement SpecialistVALICJune 2013 - Present
VALIC March 2012 - June 2013
VALIC June 2009 - March 2012
MetLife Investors November 2006 - February 2008
Chase July 2005 - October 2006
Invesco US April 2003 - July 2005
Skills
Mutual Funds, Wealth Management, Retirement, Retirement Planning, Series 7, Technical Analysis, Curriculum Development, Model Portfolios, Analytics, Employee Benefits, ERISA, Risk Analysis, Relationship Management, Idea Generation, Critical Thinking, New Program Development, Employee Training, Client Relations Skills, Presentations, Public Speaking, Team Leadership, Microsoft Office, General Insurance, Investment Advisory, Strategic Financial..., Investments, Asset Allocation, Fixed Annuities, Series 63, IRAs, Financial Services, Finance, 401k, Series 6, Uniform Combined State..., 401k Rollovers, Retirement Plan..., Series 65, Portfolio Management, Financial Planning
Education
Oklahoma Christian University 2014 — 2016
Master of Business Administration (M.B.A.), Financial Planning and Services
Prairie View A&M University 1999 — 2001
Bachelor's Degree, Marketing/Marketing Management, General
McNeese State University 1997 — 1999
Accounting and Finance
Central Sr High 1993 — 1997
VALIC Sr. Retirement SpecialistVALICJune 2013 - Present
VALIC March 2012 - June 2013
VALIC June 2009 - March 2012
MetLife Investors November 2006 - February 2008
Chase July 2005 - October 2006
Invesco US April 2003 - July 2005
Skills
Mutual Funds, Wealth Management, Retirement, Retirement Planning, Series 7, Technical Analysis, Curriculum Development, Model Portfolios, Analytics, Employee Benefits, ERISA, Risk Analysis, Relationship Management, Idea Generation, Critical Thinking, New Program Development, Employee Training, Client Relations Skills, Presentations, Public Speaking, Team Leadership, Microsoft Office, General Insurance, Investment Advisory, Strategic Financial..., Investments, Asset Allocation, Fixed Annuities, Series 63, IRAs, Financial Services, Finance, 401k, Series 6, Uniform Combined State..., 401k Rollovers, Retirement Plan..., Series 65, Portfolio Management, Financial Planning
Education
Oklahoma Christian University 2014 — 2016
Master of Business Administration (M.B.A.), Financial Planning and Services
Prairie View A&M University 1999 — 2001
Bachelor's Degree, Marketing/Marketing Management, General
McNeese State University 1997 — 1999
Accounting and Finance
Central Sr High 1993 — 1997
Kerri Turner's Invesco US Experience 2005 - 2007
Job Investment Analyst at Southeastern Advisory Services, Inc.
Industry Investment Management
Experience
Southeastern Advisory Services, Inc. 2014 - Present
INVESCO 2007 - 2014
Invesco US 2005 - 2007
Invesco US 2002 - 2005
JPMorgan Chase 2000 - 2002
Skills
Bloomberg, Asset Management, Equities, Portfolio Management, Mutual Funds, Investments, Investment Strategies, Alternative Investments, Business Analysis, Asset Managment, Factset, Portia, Microsoft Excel, Fund Accounting, Superior Client Service, SQL Server Management..., Datastream, Microsoft Office, Microsoft Word, PowerPoint, MS Project, Visio, Barra Aegis, Security APL, FMC, Strategic Planning
Education
Nicholls State University 2005 — 2009
Bachelors of Science
Southeastern Advisory Services, Inc. 2014 - Present
INVESCO 2007 - 2014
Invesco US 2005 - 2007
Invesco US 2002 - 2005
JPMorgan Chase 2000 - 2002
Skills
Bloomberg, Asset Management, Equities, Portfolio Management, Mutual Funds, Investments, Investment Strategies, Alternative Investments, Business Analysis, Asset Managment, Factset, Portia, Microsoft Excel, Fund Accounting, Superior Client Service, SQL Server Management..., Datastream, Microsoft Office, Microsoft Word, PowerPoint, MS Project, Visio, Barra Aegis, Security APL, FMC, Strategic Planning
Education
Nicholls State University 2005 — 2009
Bachelors of Science
Andrew Dota Andrew Dota's Invesco US Experience June 1998 - December 2004
Job Product Support Analyst at Abila
Industry Computer Software
Experience
Abila March 2013 - Present
Sage May 2008 - March 2013
Texas County and District Retirement System January 2005 - May 2008
Invesco US June 1998 - December 2004
Skills
Software Product..., Product Management, Data Analysis, SaaS, Software Development, Cloud Computing, Agile Methodologies, Help Desk Support, Enterprise Software, IIS, Technical Support, Software Project..., Scrum, Agile Project Management, Software Implementation, Salesforce.com, Professional Services, CRM, Solution Selling
Education
The University of Texas at Austin
Economics
Abila March 2013 - Present
Sage May 2008 - March 2013
Texas County and District Retirement System January 2005 - May 2008
Invesco US June 1998 - December 2004
Skills
Software Product..., Product Management, Data Analysis, SaaS, Software Development, Cloud Computing, Agile Methodologies, Help Desk Support, Enterprise Software, IIS, Technical Support, Software Project..., Scrum, Agile Project Management, Software Implementation, Salesforce.com, Professional Services, CRM, Solution Selling
Education
The University of Texas at Austin
Economics
Eric Fracasso Eric Fracasso's Invesco US Experience January 2014 - Present
Job Regional Vice President at Invesco US
Industry Financial Services
Experience
Invesco US January 2014 - Present
RS Investments April 2013 - November 2013
Fidelity Investments December 1997 - March 2013
Fidelity Investments December 1996 - November 1997
Fidelity Investments March 1995 - November 1996
Lehman Brothers March 1994 - February 1995
Lehman Brothers March 1993 - March 1994
The Boston Company April 1991 - March 1993
Champion Triangle Corp. May 1990 - April 1991
Skills
Sales, Mutual Funds, 401k, 529 Plans, Variable Annuities, Financial Services, Investment Strategies, Fixed Income, Equities, Investment Management, Asset Allocation, Defined Contribution, Capital Markets, IRAs, Series 7, Series 63
Education
St. Lawrence University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Invesco US January 2014 - Present
RS Investments April 2013 - November 2013
Fidelity Investments December 1997 - March 2013
Fidelity Investments December 1996 - November 1997
Fidelity Investments March 1995 - November 1996
Lehman Brothers March 1994 - February 1995
Lehman Brothers March 1993 - March 1994
The Boston Company April 1991 - March 1993
Champion Triangle Corp. May 1990 - April 1991
Skills
Sales, Mutual Funds, 401k, 529 Plans, Variable Annuities, Financial Services, Investment Strategies, Fixed Income, Equities, Investment Management, Asset Allocation, Defined Contribution, Capital Markets, IRAs, Series 7, Series 63
Education
St. Lawrence University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Robert Piotrowski Robert Piotrowski's Invesco US Experience June 2012 - August 2012
Job Software Engineer at Shure Inc
Industry Computer Software
Experience
Shure Incorporated June 2015 - Present
Shure Incorporated May 2013 - May 2014
Northern Illinois University Housing and Dining Restech Dev Team January 2013 - May 2013
Invesco US June 2012 - August 2012
Skills
HTML, PHP, CSS, C#, XML, Linux, Microsoft SQL Server, .NET, ASP.NET MVC, jQuery, Objective-C, Software Development, JavaScript, MySQL, Java, Web Development
Education
Northern Illinois University 2009 — 2014
Bachelor’s Degree, Computer Science
Shure Incorporated June 2015 - Present
Shure Incorporated May 2013 - May 2014
Northern Illinois University Housing and Dining Restech Dev Team January 2013 - May 2013
Invesco US June 2012 - August 2012
Skills
HTML, PHP, CSS, C#, XML, Linux, Microsoft SQL Server, .NET, ASP.NET MVC, jQuery, Objective-C, Software Development, JavaScript, MySQL, Java, Web Development
Education
Northern Illinois University 2009 — 2014
Bachelor’s Degree, Computer Science
Urmil Shah Urmil Shah's Invesco US Experience December 2014 - Present
Job Change Strategist, Leadership Developer, Advisor
Industry Financial Services
Experience
Invesco US December 2014 - Present
Bobcat, Inc 2014 - 2014
Morgan Stanley 2011 - 2014
Ameriprise Financial Services, Inc. 2005 - 2011
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Invesco US December 2014 - Present
Bobcat, Inc 2014 - 2014
Morgan Stanley 2011 - 2014
Ameriprise Financial Services, Inc. 2005 - 2011
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Beth Bowles Beth Bowles's Invesco US Experience 1989 - 1995
Job Controller at Axiom Staffing Group
Industry Staffing and Recruiting
Experience
Axiom Staffing Group June 1999 - Present
Excel Temporary Service 1996 - 1999
Norrell 1995 - 1996
Invesco US 1989 - 1995
Georgia-Pacific LLC 1987 - 1989
Education
Presbyterian College 1983 — 1987
Bachelor of Science (B.S.) in Accounting
Axiom Staffing Group June 1999 - Present
Excel Temporary Service 1996 - 1999
Norrell 1995 - 1996
Invesco US 1989 - 1995
Georgia-Pacific LLC 1987 - 1989
Education
Presbyterian College 1983 — 1987
Bachelor of Science (B.S.) in Accounting
Michael Walling Michael Walling's Invesco US Experience 1900 - 1900
Job Development Director at Name Withheld
Industry Investment Management
Experience
Name Withheld April 2014 - Present
Cushing MLP Asset Management 1900 - September 1900
Fisher Investments October 1900 - 1900
Invesco US 1900 - 1900
Lincoln Financial Distributors 1900 - 1900
Skills
Strategic Planning, Continuing Education, Investment Management, Presentation Coaching, Selling, Alternative Investments, Emotional Intelligence, Asset Allocation, Motivational Speaking, Closed-end Funds, Team Building, New Business Development, Fixed Annuities, Financial Services, Retirement Planning, Equities, Financial Advisory, Strategy, Retirement, ETFs, Separately Managed...
Education
San Jose State University
Administration of Justice
West Valley College
Administration of Justice
Name Withheld April 2014 - Present
Cushing MLP Asset Management 1900 - September 1900
Fisher Investments October 1900 - 1900
Invesco US 1900 - 1900
Lincoln Financial Distributors 1900 - 1900
Skills
Strategic Planning, Continuing Education, Investment Management, Presentation Coaching, Selling, Alternative Investments, Emotional Intelligence, Asset Allocation, Motivational Speaking, Closed-end Funds, Team Building, New Business Development, Fixed Annuities, Financial Services, Retirement Planning, Equities, Financial Advisory, Strategy, Retirement, ETFs, Separately Managed...
Education
San Jose State University
Administration of Justice
West Valley College
Administration of Justice
Wynton Jordan Wynton Jordan's Invesco US Experience September 2014 - Present
Job Client Service Associate at Invesco US
Industry Investment Management
Experience
Invesco US September 2014 - Present
The Ohio State University August 2012 - May 2014
Boys & Girls Clubs of America June 2013 - August 2013
NAVSEA June 2012 - August 2012
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision, Senior
Martin Luther King, Jr. High School 2006 — 2010
International Baccalaureate Diploma; CP Honors & Distiction Diploma; Valedictorian, International Baccalaureate Diploma (Psychology Track)
Invesco US September 2014 - Present
The Ohio State University August 2012 - May 2014
Boys & Girls Clubs of America June 2013 - August 2013
NAVSEA June 2012 - August 2012
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision, Senior
Martin Luther King, Jr. High School 2006 — 2010
International Baccalaureate Diploma; CP Honors & Distiction Diploma; Valedictorian, International Baccalaureate Diploma (Psychology Track)
Octavio Tovar's Invesco US Experience December 2013 - March 2015
Job Bonds, Equities & Commodities Trader
Industry Capital Markets
Experience
WFG Investments, Inc. March 2015 - Present
Invesco US December 2013 - March 2015
Structured Markets Inc, CTA December 2011 - November 2013
Generic Trading / Assent / EchoTrade February 2004 - November 2011
LBRGroup / Granat Fund February 2003 - February 2004
Skills
Trading, Financial Markets, Trading Strategies, Equities, Technical Analysis, Risk Management, Commodities, Currency, Electronic Trading, Portfolio Management, Market Making, Customer Relationships, Order Processing, Trading Systems, Proprietary Trading, Derivatives, Asset Management, Commodity
Education
University of Exeter 1998 — 2000
MBA, Finance & Investment
Pontificia Universidad Javeriana 1992 — 1997
Bachelor's, Business Administration
WFG Investments, Inc. March 2015 - Present
Invesco US December 2013 - March 2015
Structured Markets Inc, CTA December 2011 - November 2013
Generic Trading / Assent / EchoTrade February 2004 - November 2011
LBRGroup / Granat Fund February 2003 - February 2004
Skills
Trading, Financial Markets, Trading Strategies, Equities, Technical Analysis, Risk Management, Commodities, Currency, Electronic Trading, Portfolio Management, Market Making, Customer Relationships, Order Processing, Trading Systems, Proprietary Trading, Derivatives, Asset Management, Commodity
Education
University of Exeter 1998 — 2000
MBA, Finance & Investment
Pontificia Universidad Javeriana 1992 — 1997
Bachelor's, Business Administration
Demi Maniaci Demi Maniaci's Invesco US Experience August 2014 - March 2015
Job Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Invesco US August 2014 - March 2015
Edward Jones May 2013 - August 2014
St. Louis High Performance Volleyball Club November 2011 - April 2014
Edward Jones May 2012 - May 2013
Skills
Sales, Time Management, Social Media, Microsoft Office, Leadership, Public Speaking
Education
Maryville University of Saint Louis 2015 — 2016
Master of Business Administration (MBA)
Maryville University of Saint Louis 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
St. Francis Borgia Regional HS 2006 — 2010
High School Diploma
Edward Jones April 2015 - Present
Invesco US August 2014 - March 2015
Edward Jones May 2013 - August 2014
St. Louis High Performance Volleyball Club November 2011 - April 2014
Edward Jones May 2012 - May 2013
Skills
Sales, Time Management, Social Media, Microsoft Office, Leadership, Public Speaking
Education
Maryville University of Saint Louis 2015 — 2016
Master of Business Administration (MBA)
Maryville University of Saint Louis 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
St. Francis Borgia Regional HS 2006 — 2010
High School Diploma
Harris K Maina Harris K Maina's Invesco US Experience February 2009 - August 2009
Job Customer Service Professional. Financial Services & Health Insurance: FINRA Series 6, 7 & 63. CO Accident and Health.
Industry Insurance
Experience
Connextions July 2013 - Present
Connextions February 2013 - July 2013
Connextions October 2012 - December 2012
OPPENHEIMERFUNDS, As an Ultimate Staffing Ambassador May 2012 - July 2012
Invesco US February 2009 - August 2009
Invesco US April 2005 - January 2009
Prudential Financial (which aquired American Skandia) March 2003 - December 2004
Janus Capital Group December 1999 - October 2002
Skills
Series 7, Series 6, Series 63, Customer Service, Mutual Funds, Variable Annuities, Business Correspondence, Teaching, Colorado Accident and...
Education
University of Denver
Took graduate classes., Comparative Politics
Ohio University
M.A., International Affairs
University of Nairobi
B.Ed., Education and Linguistics/Literature
Connextions July 2013 - Present
Connextions February 2013 - July 2013
Connextions October 2012 - December 2012
OPPENHEIMERFUNDS, As an Ultimate Staffing Ambassador May 2012 - July 2012
Invesco US February 2009 - August 2009
Invesco US April 2005 - January 2009
Prudential Financial (which aquired American Skandia) March 2003 - December 2004
Janus Capital Group December 1999 - October 2002
Skills
Series 7, Series 6, Series 63, Customer Service, Mutual Funds, Variable Annuities, Business Correspondence, Teaching, Colorado Accident and...
Education
University of Denver
Took graduate classes., Comparative Politics
Ohio University
M.A., International Affairs
University of Nairobi
B.Ed., Education and Linguistics/Literature
Mark Mckay Mark Mckay's Invesco US Experience September 2015 - Present
Job Client Services Representative at Invesco
Industry Financial Services
Experience
Invesco US September 2015 - Present
Vyrian Inc January 2015 - June 2015
Skills
Research, ArcGIS, Environmental Science, Ecology, Environmental Awareness, Teamwork, Sales, Marketing, Team Leadership, Data Analysis, Leadership, Time Management, Social Networking, Event Planning, Social Media
Education
Texas A&M University 2009 — 2014
Bachelor's Degree, Renewable Natural Resources
Invesco US September 2015 - Present
Vyrian Inc January 2015 - June 2015
Skills
Research, ArcGIS, Environmental Science, Ecology, Environmental Awareness, Teamwork, Sales, Marketing, Team Leadership, Data Analysis, Leadership, Time Management, Social Networking, Event Planning, Social Media
Education
Texas A&M University 2009 — 2014
Bachelor's Degree, Renewable Natural Resources
Brandy Bishop's Invesco US Experience August 2003 - June 2005
Job
Industry Marketing and Advertising
Experience
Sam Houston State University August 2014 - Present
Valassis January 2006 - Present
VALIC June 2005 - December 2005
Invesco US August 2003 - June 2005
Manpower April 2003 - August 2003
Turbine Air June 2000 - April 2001
Skills
Highly motivated..., Customer Service, Multi Tasking, Event Planning, Strategic Planning, Project Planning, Project Management, Time Management, Organization, Mutual Funds, Direct Mail, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Office Administration, Internal Audit, Quality Auditing, Data Analysis, Data Entry, Social Skills, Diversity & Inclusion
Education
Sam Houston State University 1995 — 2000
Business Administration and Management, General
Sam Houston State University August 2014 - Present
Valassis January 2006 - Present
VALIC June 2005 - December 2005
Invesco US August 2003 - June 2005
Manpower April 2003 - August 2003
Turbine Air June 2000 - April 2001
Skills
Highly motivated..., Customer Service, Multi Tasking, Event Planning, Strategic Planning, Project Planning, Project Management, Time Management, Organization, Mutual Funds, Direct Mail, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Office Administration, Internal Audit, Quality Auditing, Data Analysis, Data Entry, Social Skills, Diversity & Inclusion
Education
Sam Houston State University 1995 — 2000
Business Administration and Management, General
Curtis Hall Curtis Hall's Invesco US Experience April 2013 - Present
Job Assistant Controller at Invesco
Industry Financial Services
Experience
Invesco US April 2013 - Present
Invesco US March 2011 - April 2013
Ernst & Young January 2009 - March 2011
Skills
SEC filings, US GAAP, GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, CPA, Auditing, Financial Accounting, External Audit, Assurance, Accounting, Financial Analysis, Big 4, General Ledger
Education
Texas A&M University 2007 — 2008
Masters of Science, Accounting
University of Arkansas 2003 — 2007
BSBA, Accounting
Invesco US April 2013 - Present
Invesco US March 2011 - April 2013
Ernst & Young January 2009 - March 2011
Skills
SEC filings, US GAAP, GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, CPA, Auditing, Financial Accounting, External Audit, Assurance, Accounting, Financial Analysis, Big 4, General Ledger
Education
Texas A&M University 2007 — 2008
Masters of Science, Accounting
University of Arkansas 2003 — 2007
BSBA, Accounting
Jason Gibb's Invesco US Experience January 2002 - January 2006
Job Director: Information Technology | Solutions & Data Integration | Infrastructure | Architecture & Projects
Industry Information Technology and Services
Experience
Coeur Mining, Inc. September 2013 - August 2014
Newmont Mining Corporation March 2010 - September 2013
Aimco January 2009 - April 2010
MAXIMUS January 2006 - December 2008
Invesco US January 2002 - January 2006
HomeAdvisor January 1998 - January 2002
ExxonMobil January 1990 - January 1998
Rio Tinto January 1986 - January 1990
Geofluids Ltd January 1984 - January 1986
Skills
Data Center, Servers, Information Technology, Storage, Mining, IT Strategy, Business Process..., Vendor Management, IT Management, Business Analysis, Business Strategy, Business Intelligence, Hydraulic Fracturing, Active Directory, Strategic Planning, Process Improvement, ERP, Project Management, Integration, Oil & Gas Industry, Environmental..., Information Systems, Offshore Drilling, Horizontal Directional..., Geology, Executive Management, Mineral Exploration, SCADA, MES, Virtualization, Enterprise Software, Geological Mapping, Groundwater Modeling, Coal Mining, SaaS, SharePoint, Telecommunications, Data Warehousing, Public Safety, Australian, Engineering, SAP, Staff Management, Team Management, Risk Analysis, Data Integration, Ventilation, Supply Chain Management, Legal Compliance, Cloud Computing
Education
The University of Queensland 1989 — 1992
Master of Engineering (MEng), Mining and Mineral Engineering
Macquarie Graduate School of Management (MGSM) 1986 — 1987
Master of Engineering (M.Eng.), Geoscience and Economics
Queensland University of Technology 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Geology/Earth Science, General
MOOC (LSB) - company of the future
MOOC (LSB) - company of the future
MOOC (LSB) - company of the future
Coeur Mining, Inc. September 2013 - August 2014
Newmont Mining Corporation March 2010 - September 2013
Aimco January 2009 - April 2010
MAXIMUS January 2006 - December 2008
Invesco US January 2002 - January 2006
HomeAdvisor January 1998 - January 2002
ExxonMobil January 1990 - January 1998
Rio Tinto January 1986 - January 1990
Geofluids Ltd January 1984 - January 1986
Skills
Data Center, Servers, Information Technology, Storage, Mining, IT Strategy, Business Process..., Vendor Management, IT Management, Business Analysis, Business Strategy, Business Intelligence, Hydraulic Fracturing, Active Directory, Strategic Planning, Process Improvement, ERP, Project Management, Integration, Oil & Gas Industry, Environmental..., Information Systems, Offshore Drilling, Horizontal Directional..., Geology, Executive Management, Mineral Exploration, SCADA, MES, Virtualization, Enterprise Software, Geological Mapping, Groundwater Modeling, Coal Mining, SaaS, SharePoint, Telecommunications, Data Warehousing, Public Safety, Australian, Engineering, SAP, Staff Management, Team Management, Risk Analysis, Data Integration, Ventilation, Supply Chain Management, Legal Compliance, Cloud Computing
Education
The University of Queensland 1989 — 1992
Master of Engineering (MEng), Mining and Mineral Engineering
Macquarie Graduate School of Management (MGSM) 1986 — 1987
Master of Engineering (M.Eng.), Geoscience and Economics
Queensland University of Technology 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Geology/Earth Science, General
MOOC (LSB) - company of the future
MOOC (LSB) - company of the future
MOOC (LSB) - company of the future
Deborah Conner-Shaw's Invesco US Experience December 1997 - January 1998
Job Commercial & Residential Real Estate Management Consultant
Industry Management Consulting
Experience
Greenlight Development and Acquisition December 2013 - Present
Self-Employed Freelance Technical Writer January 2004 - November 2013
Pathfinder Recruitment Group June 2002 - February 2003
Pathfinder Recruitment Group September 2001 - March 2002
GeoLogics Corporation January 1998 - May 2001
Invesco US December 1997 - January 1998
Skills
Technical Writing, Training, Instructional Design, Instructional Technology, Instructor-led Training, Instruction, Adult Learning Theory, Adult Learning..., Adult Education, Teaching English as a..., University Teaching, Web Content, Web-based Research, Web-based Solutions, CBT
Education
Univeristy of Houston - Clear Lake 1994 — 1996
Master of Science (M.S.), Educational, Instructional, and Curriculum Supervision
The University of Texas at Austin 1991 — 1992
Texas Teachers Certification, Secondary Education and Teaching
The University of Texas at Austin 1989 — 1991
Bachelor of Arts (B.A.), English Language and Literature/Letters
Greenlight Development and Acquisition December 2013 - Present
Self-Employed Freelance Technical Writer January 2004 - November 2013
Pathfinder Recruitment Group June 2002 - February 2003
Pathfinder Recruitment Group September 2001 - March 2002
GeoLogics Corporation January 1998 - May 2001
Invesco US December 1997 - January 1998
Skills
Technical Writing, Training, Instructional Design, Instructional Technology, Instructor-led Training, Instruction, Adult Learning Theory, Adult Learning..., Adult Education, Teaching English as a..., University Teaching, Web Content, Web-based Research, Web-based Solutions, CBT
Education
Univeristy of Houston - Clear Lake 1994 — 1996
Master of Science (M.S.), Educational, Instructional, and Curriculum Supervision
The University of Texas at Austin 1991 — 1992
Texas Teachers Certification, Secondary Education and Teaching
The University of Texas at Austin 1989 — 1991
Bachelor of Arts (B.A.), English Language and Literature/Letters
Nhi Mai's Invesco US Experience January 2015 - Present
Job Student at University of Houston, C.T. Bauer College of Business
Industry Accounting
Experience
Invesco US January 2015 - Present
ACLU April 2014 - November 2014
Skills
Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Data Entry, Teamwork, Customer Service
Education
University of Houston, C.T. Bauer College of Business 2013 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Lone Star College System 2011 — 2012
Bachelor of Business Administration (B.B.A.)
Invesco US January 2015 - Present
ACLU April 2014 - November 2014
Skills
Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Data Entry, Teamwork, Customer Service
Education
University of Houston, C.T. Bauer College of Business 2013 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Lone Star College System 2011 — 2012
Bachelor of Business Administration (B.B.A.)
FX Wallace's Invesco US Experience September 1998 - 1999
Job Wicked Smart Productions
Industry Media Production
Experience
Wicked Smart Productions January 2013 - Present
Entercom May 2013 - November 2013
Neural Interactive October 2012 - April 2013
Outlook Music / Royal Standard Music May 2006 - October 2012
What Are Records? (W.A.R?) August 2001 - April 2006
What Are Records? (W.A.R?) October 1999 - August 2001
Invesco US September 1998 - 1999
Skills
Media Relations,..., Promotions, Business..., Marketing Communications, Social Media Marketing, Television, Advertising, Media Relations, Digital Media, Music, New Media, Entertainment, Broadcast, Video Production, Copywriting, Content Strategy, Video Editing, Video, Creative Direction, Film
Education
University of Kansas
Bachelor's degree, Communications
Regis Jesuit Highschool
Wicked Smart Productions January 2013 - Present
Entercom May 2013 - November 2013
Neural Interactive October 2012 - April 2013
Outlook Music / Royal Standard Music May 2006 - October 2012
What Are Records? (W.A.R?) August 2001 - April 2006
What Are Records? (W.A.R?) October 1999 - August 2001
Invesco US September 1998 - 1999
Skills
Media Relations,..., Promotions, Business..., Marketing Communications, Social Media Marketing, Television, Advertising, Media Relations, Digital Media, Music, New Media, Entertainment, Broadcast, Video Production, Copywriting, Content Strategy, Video Editing, Video, Creative Direction, Film
Education
University of Kansas
Bachelor's degree, Communications
Regis Jesuit Highschool
Brenda Y. Robles Brenda Y. Robles's Invesco US Experience January 2015 - March 2015
Job Human Resources Professional
Industry Management Consulting
Experience
Invesco US January 2015 - March 2015
Perspectives Charter Schools July 2014 - September 2014
S&C Electric Company September 2013 - June 2014
Lifeway Foods, Inc. March 2008 - December 2013
Children's Home + Aid Society of Illinois October 2005 - June 2007
Law Office of Victor Armendariz 2004 - 2005
Skills
Human Resources, Training, Employee Relations, Recruiting, Employee Benefits, Labor Relations, HRIS, Employee Engagement, Onboarding, Personnel Management, Affirmative Action, Employee Training, HR Policies, Benefits Administration, Payroll, Applicant Tracking..., Workforce Planning, New Hire Orientations, Job Analysis, Budgets, Organizational..., Interviews, Customer Service, Emergency Management, Succession Planning, Hiring, College Recruiting, Career Development, Talent Acquisition, ADP Payroll, Screening, FMLA, Resume Writing, HAACP Practioner, SQF, E-Verify
Education
Northeastern Illinois University 2012 — 2013
Bachelor's Degree, Interdisciplinary Studies- Human Resource Development & Sociology
Wilbur Wright College 2003 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Invesco US January 2015 - March 2015
Perspectives Charter Schools July 2014 - September 2014
S&C Electric Company September 2013 - June 2014
Lifeway Foods, Inc. March 2008 - December 2013
Children's Home + Aid Society of Illinois October 2005 - June 2007
Law Office of Victor Armendariz 2004 - 2005
Skills
Human Resources, Training, Employee Relations, Recruiting, Employee Benefits, Labor Relations, HRIS, Employee Engagement, Onboarding, Personnel Management, Affirmative Action, Employee Training, HR Policies, Benefits Administration, Payroll, Applicant Tracking..., Workforce Planning, New Hire Orientations, Job Analysis, Budgets, Organizational..., Interviews, Customer Service, Emergency Management, Succession Planning, Hiring, College Recruiting, Career Development, Talent Acquisition, ADP Payroll, Screening, FMLA, Resume Writing, HAACP Practioner, SQF, E-Verify
Education
Northeastern Illinois University 2012 — 2013
Bachelor's Degree, Interdisciplinary Studies- Human Resource Development & Sociology
Wilbur Wright College 2003 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Austin Barrett Austin Barrett's Invesco US Experience June 2014 - July 2015
Job Audit Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2015 - Present
Invesco US June 2014 - July 2015
Skills
Oracle Applications, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, BlackLine, Clarity, Tax Preparation
Education
Mercer University - Stetson School of Business and Economics 2013 — 2015
Master of Business Administration (MBA) and Master of Accountancy
Mercer University - Stetson School of Business and Economics 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, 3.66
Grant Thornton LLP August 2015 - Present
Invesco US June 2014 - July 2015
Skills
Oracle Applications, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, BlackLine, Clarity, Tax Preparation
Education
Mercer University - Stetson School of Business and Economics 2013 — 2015
Master of Business Administration (MBA) and Master of Accountancy
Mercer University - Stetson School of Business and Economics 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, 3.66
Ryan Coyle Ryan Coyle's Invesco US Experience May 2014 - August 2014
Job Search Consultant at Jackson & Coker
Industry Staffing and Recruiting
Experience
Jackson & Coker June 2015 - Present
Trinity Accounting Group January 2015 - April 2015
Invesco US May 2014 - August 2014
Latin American and Caribbean Studies Institute January 2014 - May 2014
Skills
Microsoft Office, Spanish, Microsoft Word, Time Management, Recruiting, Sales
Education
The University of Georgia 2011 — 2015
Public Relations
Universitat de València 2013 — 2013
Spanish Language and Literature, 4.0
Blessed Trinity Catholic High School 2007 — 2011
Jackson & Coker June 2015 - Present
Trinity Accounting Group January 2015 - April 2015
Invesco US May 2014 - August 2014
Latin American and Caribbean Studies Institute January 2014 - May 2014
Skills
Microsoft Office, Spanish, Microsoft Word, Time Management, Recruiting, Sales
Education
The University of Georgia 2011 — 2015
Public Relations
Universitat de València 2013 — 2013
Spanish Language and Literature, 4.0
Blessed Trinity Catholic High School 2007 — 2011
David Shiao David Shiao's Invesco US Experience April 2015 - Present
Job Fund Accountant II at Invesco
Industry Financial Services
Experience
Invesco US April 2015 - Present
Invesco US August 2014 - March 2015
AllianceBernstein February 2013 - August 2014
Chasse Consulting: Sales Strategies, Inc. January 2012 - May 2012
University of Texas System June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Auditing, Data Analysis, Social Media Marketing, Time Management, Business Development, Microsoft Word, Financial Analysis, Analysis, Financial Modeling, Economics
Education
The University of Texas at Austin 2008 — 2012
B.A., Economics
Invesco US April 2015 - Present
Invesco US August 2014 - March 2015
AllianceBernstein February 2013 - August 2014
Chasse Consulting: Sales Strategies, Inc. January 2012 - May 2012
University of Texas System June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Auditing, Data Analysis, Social Media Marketing, Time Management, Business Development, Microsoft Word, Financial Analysis, Analysis, Financial Modeling, Economics
Education
The University of Texas at Austin 2008 — 2012
B.A., Economics
Andrew Hendrix Andrew Hendrix's Invesco US Experience March 2014 - Present
Job Data Governance Analyst at Invesco
Industry Investment Management
Experience
Invesco US March 2014 - Present
Skills
Data Governance, Metadata Management, Data Analysis, Data Management, Data Quality, Data Quality Control, Agile Methodolgy, Business Analytics, Standards Compliance, Financial Analysis, Microsoft Excel, Market Research, Public Speaking, Impromptu Speaking, International Relations, Economics, Political Science, Public Policy, Politics, Research, International Political..., Policy Analysis, Strategic Planning, International Economics, Event Management, Adobe Creative Suite, SharePoint, International Trade, Risk Analytics, Intellectual Property, Risk Management, Operational Risk, Event Planning, Foreign Policy, Analysis, Metadata Standards, Corporate Website...
Education
London School of Economics and Political Science 2011 — 2012
Master of Science, International Political Economy with Merit Honors, Thesis with Distinction Honors
University of Oxford 2009 — 2010
Academic Year Program - Magdalen College, Economics, International Relations
Southern Methodist University 2007 — 2011
Bachelor of Science, Economics with Financial Applications, Cum Laude, Honors in Liberal Arts
Southern Methodist University 2007 — 2011
Bachelor of Arts, Public Policy, Political Science, Cum Laude, Honors in Liberal Arts
Invesco US March 2014 - Present
Skills
Data Governance, Metadata Management, Data Analysis, Data Management, Data Quality, Data Quality Control, Agile Methodolgy, Business Analytics, Standards Compliance, Financial Analysis, Microsoft Excel, Market Research, Public Speaking, Impromptu Speaking, International Relations, Economics, Political Science, Public Policy, Politics, Research, International Political..., Policy Analysis, Strategic Planning, International Economics, Event Management, Adobe Creative Suite, SharePoint, International Trade, Risk Analytics, Intellectual Property, Risk Management, Operational Risk, Event Planning, Foreign Policy, Analysis, Metadata Standards, Corporate Website...
Education
London School of Economics and Political Science 2011 — 2012
Master of Science, International Political Economy with Merit Honors, Thesis with Distinction Honors
University of Oxford 2009 — 2010
Academic Year Program - Magdalen College, Economics, International Relations
Southern Methodist University 2007 — 2011
Bachelor of Science, Economics with Financial Applications, Cum Laude, Honors in Liberal Arts
Southern Methodist University 2007 — 2011
Bachelor of Arts, Public Policy, Political Science, Cum Laude, Honors in Liberal Arts
Jane Rauscher Jane Rauscher's Invesco US Experience March 2015 - Present
Job Valuations Coordinator at Invesco
Industry Real Estate
Experience
Invesco US March 2015 - Present
MetLife July 2010 - December 2014
Integra Realty Resources January 2006 - July 2010
KB Home July 2004 - January 2006
Bank of America September 2002 - July 2004
Skills
Underwriting, Valuation, Loan Servicing, Loan Documentation, Appraisals
Education
Texas Tech University - Rawls College of Business 1998 — 2002
Finance, Real Estate
Invesco US March 2015 - Present
MetLife July 2010 - December 2014
Integra Realty Resources January 2006 - July 2010
KB Home July 2004 - January 2006
Bank of America September 2002 - July 2004
Skills
Underwriting, Valuation, Loan Servicing, Loan Documentation, Appraisals
Education
Texas Tech University - Rawls College of Business 1998 — 2002
Finance, Real Estate
Patricia Gilmore Patricia Gilmore's Invesco US Experience August 1997 - January 2000
Job Senior Analyst at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines December 2001 - Present
Invesco US August 1997 - January 2000
Education
Southern Illinois University, Edwardsville
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Washington
Bachelor of Arts (BA), Accounting
Delta Air Lines December 2001 - Present
Invesco US August 1997 - January 2000
Education
Southern Illinois University, Edwardsville
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Washington
Bachelor of Arts (BA), Accounting
Gregory Michael's Invesco US Experience January 2015 - May 2015
Job Fortune 500 Corporate Communications Consultant
Industry Marketing and Advertising
Experience
West Coast Advertising/Promotion firm (confidential) April 2015 - Present
Invesco US January 2015 - May 2015
Chevron February 2009 - July 2014
Halliburton March 2008 - February 2009
PDVSA, BMC Software, Schlumberger, CB&I, Chevron ITC June 2005 - March 2008
San Francisco Chronicle December 1986 - June 2005
Times Mirror (LA Times, Houston Post, Denver Post, Dallas Times Herald) April 1982 - November 1984
Tampa Bay Times January 1981 - April 1982
Skills
Energy Policy, Change Management, Speech Writing, Focus Groups, Campaign, Questionnaires, Moderating, Biographies, Campaign Management, Case Studies, Ghostwriting, Feature Articles, Legislative, Information Architecture, ITIL, Information Risk..., IT Audit, Public Policy, Shale Gas, Reservoir Management, Organizational Design, Process Improvement, Biography, Campaigns, Training, Risk Management, Newsletters, Advertising, Human Resources, Project Management, Legislative Relations, Online Moderation, Petroleum, Strategy, Corporate Communications, Press Releases, Leadership, Marketing Communications, Blogging, Program Management, Marketing, Technical Writing, Online Advertising, Internal Communications, Public Speaking, Interviews, Strategic Communications, Marketing Copy, Energy, Editing
Education
The University of Dallas 1983 — 1986
MBA -- Graduate School of Management, Business Administration
Rowan University
BA, Communications, Journalism, Public Relations and Marketing
West Coast Advertising/Promotion firm (confidential) April 2015 - Present
Invesco US January 2015 - May 2015
Chevron February 2009 - July 2014
Halliburton March 2008 - February 2009
PDVSA, BMC Software, Schlumberger, CB&I, Chevron ITC June 2005 - March 2008
San Francisco Chronicle December 1986 - June 2005
Times Mirror (LA Times, Houston Post, Denver Post, Dallas Times Herald) April 1982 - November 1984
Tampa Bay Times January 1981 - April 1982
Skills
Energy Policy, Change Management, Speech Writing, Focus Groups, Campaign, Questionnaires, Moderating, Biographies, Campaign Management, Case Studies, Ghostwriting, Feature Articles, Legislative, Information Architecture, ITIL, Information Risk..., IT Audit, Public Policy, Shale Gas, Reservoir Management, Organizational Design, Process Improvement, Biography, Campaigns, Training, Risk Management, Newsletters, Advertising, Human Resources, Project Management, Legislative Relations, Online Moderation, Petroleum, Strategy, Corporate Communications, Press Releases, Leadership, Marketing Communications, Blogging, Program Management, Marketing, Technical Writing, Online Advertising, Internal Communications, Public Speaking, Interviews, Strategic Communications, Marketing Copy, Energy, Editing
Education
The University of Dallas 1983 — 1986
MBA -- Graduate School of Management, Business Administration
Rowan University
BA, Communications, Journalism, Public Relations and Marketing
Brooke Butcher Brooke Butcher's Invesco US Experience April 2015 - Present
Job Closing Services
Industry Real Estate
Experience
Invesco US April 2015 - Present
Old Republic Title Company February 2014 - April 2015
Old Republic Title Company June 2009 - February 2014
American Eagle Title Insurance Company May 2007 - August 2008
Skills
Public Relations, Marketing, Customer Service, Budgets, Project Management, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Contract Negotiation, Outlook, Management, Negotiation, Account Management, PowerPoint, Project Planning, Training, Event Management, Event Planning, Strategic Planning, Residential Homes, Social Media Marketing, Public Speaking, Commercial Real Estate, Team Leadership
Education
Oklahoma State University 2005 — 2009
Business Administration, General Business, Management
Invesco US April 2015 - Present
Old Republic Title Company February 2014 - April 2015
Old Republic Title Company June 2009 - February 2014
American Eagle Title Insurance Company May 2007 - August 2008
Skills
Public Relations, Marketing, Customer Service, Budgets, Project Management, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Contract Negotiation, Outlook, Management, Negotiation, Account Management, PowerPoint, Project Planning, Training, Event Management, Event Planning, Strategic Planning, Residential Homes, Social Media Marketing, Public Speaking, Commercial Real Estate, Team Leadership
Education
Oklahoma State University 2005 — 2009
Business Administration, General Business, Management
Jason Ogden Jason Ogden's Invesco US Experience June 2010 - Present
Job Regional Vice President at Invesco, External Wholesaler
Industry Financial Services
Experience
Invesco US June 2010 - Present
Van Kampen Investments April 2007 - May 2010
First American Title Company July 2003 - March 2007
BearingPoint, Inc. July 2002 - July 2003
Arthur Andersen LLP December 1994 - June 2002
Chicago White Sox June 1992 - October 1994
Skills
Business Development, Management Consulting, Investments, Mutual Funds, Sales Management, Strategy, Project Management, Recruiting, Sales, Management, Leadership, Finance, Investment Management, Securities, Consulting, Budgets, Financial Services, Series 63, ETFs
Education
Rice University 1989 — 1992
Bachelor of Arts (B.A.)
Invesco US June 2010 - Present
Van Kampen Investments April 2007 - May 2010
First American Title Company July 2003 - March 2007
BearingPoint, Inc. July 2002 - July 2003
Arthur Andersen LLP December 1994 - June 2002
Chicago White Sox June 1992 - October 1994
Skills
Business Development, Management Consulting, Investments, Mutual Funds, Sales Management, Strategy, Project Management, Recruiting, Sales, Management, Leadership, Finance, Investment Management, Securities, Consulting, Budgets, Financial Services, Series 63, ETFs
Education
Rice University 1989 — 1992
Bachelor of Arts (B.A.)
Christopher McBee Christopher McBee's Invesco US Experience August 2014 - Present
Job Internal Wholesaler at Invesco US
Industry Financial Services
Experience
Invesco US August 2014 - Present
IMG Financial Group July 2009 - July 2014
Hewlett-Packard May 2007 - August 2007
Education
Texas A&M University 2005 — 2008
BBA, Finance
Texas A&M University - Mays Business School 2005 — 2008
BBA, Finance
Invesco US August 2014 - Present
IMG Financial Group July 2009 - July 2014
Hewlett-Packard May 2007 - August 2007
Education
Texas A&M University 2005 — 2008
BBA, Finance
Texas A&M University - Mays Business School 2005 — 2008
BBA, Finance
Jacob Rodriguez Jacob Rodriguez's Invesco US Experience May 2006 - December 2006
Job Metal Building Specialist
Industry Mining & Metals
Experience
Metals 2 Go August 2014 - Present
Empowered To Connect June 2014 - Present
Frank Group Inc. February 2014 - July 2014
Keller Williams Realty Murfreesboro, TN January 2013 - January 2014
Adventures In Missions January 2007 - January 2013
Adventures In Missions May 2006 - November 2007
Invesco US May 2006 - December 2006
Foley's - May Department Stores 2001 - 2006
Skills
Operations Management, Leadership Development, International Logistics, Non-profit Leadership, Peacekeeping, Management, Training, Logistics, Recruiting, International Missions, Budgets, Human Resources, Facilities Management, Retail Buying, Crisis Management, Risk Management, Fundraising, International Travel, Cross Cultural..., Business Development, Event Management, Audio Visual Integration, Child Advocacy, Team Management, Public Speaking, Customer Service, Leadership, Team Building, Strategic Planning
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Arts (B.A.), Economics
Eastwood High School
Metals 2 Go August 2014 - Present
Empowered To Connect June 2014 - Present
Frank Group Inc. February 2014 - July 2014
Keller Williams Realty Murfreesboro, TN January 2013 - January 2014
Adventures In Missions January 2007 - January 2013
Adventures In Missions May 2006 - November 2007
Invesco US May 2006 - December 2006
Foley's - May Department Stores 2001 - 2006
Skills
Operations Management, Leadership Development, International Logistics, Non-profit Leadership, Peacekeeping, Management, Training, Logistics, Recruiting, International Missions, Budgets, Human Resources, Facilities Management, Retail Buying, Crisis Management, Risk Management, Fundraising, International Travel, Cross Cultural..., Business Development, Event Management, Audio Visual Integration, Child Advocacy, Team Management, Public Speaking, Customer Service, Leadership, Team Building, Strategic Planning
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Arts (B.A.), Economics
Eastwood High School
Kenisha Duplechain's Invesco US Experience June 2003 - October 2007
Job Sr. Operational Due Diligence Analyst at Salient Partners, L.P.
Industry Investment Management
Experience
Salient Partners, L.P. May 2013 - Present
Salient Partners March 2013 - Present
Charles River Development December 2007 - January 2009
Invesco US June 2003 - October 2007
Invesco US June 1999 - June 2003
Skills
Fund Of Funds, Asset Management, Equities, Hedge Funds, Alternative Investments, Investment Management, Bloomberg, Mutual Funds, Asset Allocation, Securities, Finance
Education
Texas Woman's University
Master of Business Administration (M.B.A.)
Salient Partners, L.P. May 2013 - Present
Salient Partners March 2013 - Present
Charles River Development December 2007 - January 2009
Invesco US June 2003 - October 2007
Invesco US June 1999 - June 2003
Skills
Fund Of Funds, Asset Management, Equities, Hedge Funds, Alternative Investments, Investment Management, Bloomberg, Mutual Funds, Asset Allocation, Securities, Finance
Education
Texas Woman's University
Master of Business Administration (M.B.A.)
Lario Albarran Lario Albarran's Invesco US Experience May 2014 - Present
Job APS Investment Operations Intern at Invesco US
Industry Computer Software
Experience
Invesco US May 2014 - Present
ConocoPhillips May 2013 - Present
Wilke Lab at the University of Texas at Austin August 2012 - December 2012
IC² Institute August 2012 - December 2012
Google June 2011 - July 2011
Skills
Java, Python, Mac OS, Linux, Public Speaking, Programming, C, Bilingual, Android Development
Education
The University of Texas at Austin
Bachelor of Science (BS), Computer Science
Invesco US May 2014 - Present
ConocoPhillips May 2013 - Present
Wilke Lab at the University of Texas at Austin August 2012 - December 2012
IC² Institute August 2012 - December 2012
Google June 2011 - July 2011
Skills
Java, Python, Mac OS, Linux, Public Speaking, Programming, C, Bilingual, Android Development
Education
The University of Texas at Austin
Bachelor of Science (BS), Computer Science
James Denissen James Denissen's Invesco US Experience April 2013 - Present
Job Associate Valuations Manager at Invesco US
Industry Commercial Real Estate
Experience
Invesco US April 2013 - Present
Integra Realty Resources August 2007 - Present
Integra Realty Resources May 2006 - August 2007
Skills
Real Estate Economics, Valuation, Appraisals, Financial Modeling, Due Diligence, Real Estate, Financial Analysis, Market Analysis, Analysis, Finance, Foreclosures
Education
Southern Methodist University 2003 — 2007
BS, Economics
Southern Methodist University - Cox School of Business 2003 — 2007
BBA, Finance
Invesco US April 2013 - Present
Integra Realty Resources August 2007 - Present
Integra Realty Resources May 2006 - August 2007
Skills
Real Estate Economics, Valuation, Appraisals, Financial Modeling, Due Diligence, Real Estate, Financial Analysis, Market Analysis, Analysis, Finance, Foreclosures
Education
Southern Methodist University 2003 — 2007
BS, Economics
Southern Methodist University - Cox School of Business 2003 — 2007
BBA, Finance
Fred Jacobs Fred Jacobs's Invesco US Experience June 2002 - June 2004
Job Manager at Avanade
Industry Management Consulting
Experience
Avanade December 2014 - Present
Avanade March 2013 - December 2014
Daugherty Business Solutions August 2012 - March 2013
Deloitte Consulting October 2010 - August 2012
Deloitte Consulting July 2007 - October 2010
INVESCO PLC June 2004 - June 2007
Invesco US June 2002 - June 2004
Skills
Management Consulting, Change Management, Business Process..., Business Analysis, Process Improvement, PMO, Risk Management, Program Management, Financial Analysis, Project Management, PMP, Business Process, Business Process..., Business Intelligence, SAP, Business Process Design, ERP, Business Transformation, Project Portfolio..., Visio, MS Project
Education
Louisiana State University 1996 — 2001
B.S., Finance and Accounting
University of Phoenix 2003 — 2004
MBA
Avanade December 2014 - Present
Avanade March 2013 - December 2014
Daugherty Business Solutions August 2012 - March 2013
Deloitte Consulting October 2010 - August 2012
Deloitte Consulting July 2007 - October 2010
INVESCO PLC June 2004 - June 2007
Invesco US June 2002 - June 2004
Skills
Management Consulting, Change Management, Business Process..., Business Analysis, Process Improvement, PMO, Risk Management, Program Management, Financial Analysis, Project Management, PMP, Business Process, Business Process..., Business Intelligence, SAP, Business Process Design, ERP, Business Transformation, Project Portfolio..., Visio, MS Project
Education
Louisiana State University 1996 — 2001
B.S., Finance and Accounting
University of Phoenix 2003 — 2004
MBA
Rachel Boynton, CPA Rachel Boynton, CPA's Invesco US Experience September 2014 - Present
Job
Industry Financial Services
Experience
Invesco US September 2014 - Present
Skills
Financial Analysis, Forecasting, Data Analysis, Microsoft Excel, PowerPoint, Corporate Finance, Essbase, Competitive Analysis, Mergers, Market Research, Finance, Strategic Financial..., Microsoft Office, Financial Reporting, Due Diligence, Accounting, Strategic Planning, Business Strategy, Financial Modeling, Budgets, Analysis, Sarbanes-Oxley Act
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (MBA) Candidate
The University of Texas at Austin 2003 — 2008
BBA, MPA, Business Honors, Masters in Professional Accounting
Invesco US September 2014 - Present
Skills
Financial Analysis, Forecasting, Data Analysis, Microsoft Excel, PowerPoint, Corporate Finance, Essbase, Competitive Analysis, Mergers, Market Research, Finance, Strategic Financial..., Microsoft Office, Financial Reporting, Due Diligence, Accounting, Strategic Planning, Business Strategy, Financial Modeling, Budgets, Analysis, Sarbanes-Oxley Act
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (MBA) Candidate
The University of Texas at Austin 2003 — 2008
BBA, MPA, Business Honors, Masters in Professional Accounting
Felix Touchard's Invesco US Experience January 2012 - April 2014
Job Global asset manager
Industry Financial Services
Experience
Global Asset Manager April 2014 - Present
Invesco US January 2012 - April 2014
Invesco Ltd. June 2010 - November 2012
Van Kampen Investments December 2008 - July 2010
Van Kampen Investments 2006 - 2008
Morgan Stanley Investment Management March 2004 - November 2006
People's Bank 2003 - 2004
American Skandia 2000 - 2003
Education
Louisiana State University 1988 — 1993
Global Asset Manager April 2014 - Present
Invesco US January 2012 - April 2014
Invesco Ltd. June 2010 - November 2012
Van Kampen Investments December 2008 - July 2010
Van Kampen Investments 2006 - 2008
Morgan Stanley Investment Management March 2004 - November 2006
People's Bank 2003 - 2004
American Skandia 2000 - 2003
Education
Louisiana State University 1988 — 1993
Beau Ryan Beau Ryan's Invesco US Experience 1997 - 2005
Job SVP & COO at Rockspring Capital
Industry Real Estate
Experience
Rockspring Capital 2007 - Present
Landry's Restaurants 2005 - 2007
Invesco US 1997 - 2005
Skills
Capital, Financial Modeling, Investments, Strategic Planning, Analysis, Real Estate, Asset Management, Private Equity, Due Diligence, Financial Analysis, Negotiation, SEC reporting, Accounting, Financial Reporting, Cash Management
Education
University of Houston, C.T. Bauer College of Business 2001 — 2003
MBA, Finance
The University of Texas at Austin 1992 — 1996
BA, Public Relations
Rockspring Capital 2007 - Present
Landry's Restaurants 2005 - 2007
Invesco US 1997 - 2005
Skills
Capital, Financial Modeling, Investments, Strategic Planning, Analysis, Real Estate, Asset Management, Private Equity, Due Diligence, Financial Analysis, Negotiation, SEC reporting, Accounting, Financial Reporting, Cash Management
Education
University of Houston, C.T. Bauer College of Business 2001 — 2003
MBA, Finance
The University of Texas at Austin 1992 — 1996
BA, Public Relations
John Zerr John Zerr's Invesco US Experience March 2006 - Present
Job Managing Director & General Counsel, Invesco Management Group, Inc.
Industry Investment Management
Experience
Invesco US March 2006 - Present
Pilgrim Baxter & Associates, Ltd. November 1995 - December 2005
Delaware Investments September 1994 - November 1995
Ballard Spahr LLP September 1987 - September 1994
The Central and East European Law Initiative - American Bar Association May 1992 - October 1993
Skills
Mergers & Acquisitions, Due Diligence, Corporate Governance, Contract Negotiation, Private Equity, Corporate Law, Negotiation, Business Strategy, Corporate Finance, Litigation, Joint Ventures, Securities
Education
Temple University - James E. Beasley School of Law 1984 — 1987
Juris Doctor, Law
Ursinus College 1980 — 1984
Bachelor of Arts (BA), Economics
LaSalle College High School 1976 — 1980
High School Diploma
Invesco US March 2006 - Present
Pilgrim Baxter & Associates, Ltd. November 1995 - December 2005
Delaware Investments September 1994 - November 1995
Ballard Spahr LLP September 1987 - September 1994
The Central and East European Law Initiative - American Bar Association May 1992 - October 1993
Skills
Mergers & Acquisitions, Due Diligence, Corporate Governance, Contract Negotiation, Private Equity, Corporate Law, Negotiation, Business Strategy, Corporate Finance, Litigation, Joint Ventures, Securities
Education
Temple University - James E. Beasley School of Law 1984 — 1987
Juris Doctor, Law
Ursinus College 1980 — 1984
Bachelor of Arts (BA), Economics
LaSalle College High School 1976 — 1980
High School Diploma
Samuel Hikspoors Samuel Hikspoors's Invesco US Experience February 2014 - Present
Job Investment Strategist
Industry Investment Management
Experience
Invesco US February 2014 - Present
RGM Advisors, LLC October 2010 - January 2014
CPP Investment Board May 2008 - September 2010
University of Toronto September 2004 - December 2007
TD Securities May 2007 - September 2007
Education
University of Toronto
Ph.D.
The University of British Columbia
M.Sc.
Université de Montréal
B.Sc.
Invesco US February 2014 - Present
RGM Advisors, LLC October 2010 - January 2014
CPP Investment Board May 2008 - September 2010
University of Toronto September 2004 - December 2007
TD Securities May 2007 - September 2007
Education
University of Toronto
Ph.D.
The University of British Columbia
M.Sc.
Université de Montréal
B.Sc.
Aaron Roberts, CPA's Invesco US Experience November 2014 - Present
Job Financial Reporting at Invesco
Industry Accounting
Experience
Invesco US November 2014 - Present
EY July 2013 - November 2014
Grant Thornton LLP January 2011 - June 2013
Louisiana Air National Guard December 2004 - November 2010
Armentor & Associates December 2008 - September 2010
United States Air Force October 2000 - September 2004
Skills
Financial Accounting, Financial Analysis, US GAAP, Business Combinations, SEC filings, Technical Accounting..., Financial Statements
Education
Louisiana State University
Master of Science (M.S.), Accounting
Louisiana State University
Bachelor of Science (B.S.), Accounting
College of the Air Force
Associate of Science (A.S.), Military Information Systems Technology
Invesco US November 2014 - Present
EY July 2013 - November 2014
Grant Thornton LLP January 2011 - June 2013
Louisiana Air National Guard December 2004 - November 2010
Armentor & Associates December 2008 - September 2010
United States Air Force October 2000 - September 2004
Skills
Financial Accounting, Financial Analysis, US GAAP, Business Combinations, SEC filings, Technical Accounting..., Financial Statements
Education
Louisiana State University
Master of Science (M.S.), Accounting
Louisiana State University
Bachelor of Science (B.S.), Accounting
College of the Air Force
Associate of Science (A.S.), Military Information Systems Technology
Alif Makani's Invesco US Experience January 2012 - February 2013
Job Business Analyst at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan Chase August 2014 - Present
State Farm Insurance February 2013 - April 2014
Invesco US January 2012 - February 2013
Cameron Road Enterprises April 2010 - December 2011
Citi April 2009 - February 2010
Merrill Lynch October 2006 - March 2009
Skills
Access, Financial Analysis, SDLC, Property & Casualty..., Business Analysis, Data Analysis, Insurance, Health Insurance, Life Insurance, RUP Methodologies, Agile & Waterfall..., Mutual Funds, Quality Assurance, Microsoft Office..., Microsoft Office 2007, Microsoft Excel, Visio, SharePoint, Change Management, Customer Service, Requirements Analysis, Salesforce.com, Microsoft Word, Microsoft Office, Leadership, Financial Services, Vendor Management, Process Improvement, Analytics, Risk Management, Business Intelligence, Finance, User Acceptance Testing, Business Process, Management, Gap Analysis, Scrum, Test Cases, Test Planning, Release Management, CRM, Test Strategy, Business Process Design, Functional Requirements, Business Planning, Requirements Gathering, User Stories, Testing, Agile Methodologies, Analysis
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics/Business Administration
University of Kansas 2002 — 2003
Bachelors, Business, Management, Marketing, and Related Support Services
J.P. Morgan Chase August 2014 - Present
State Farm Insurance February 2013 - April 2014
Invesco US January 2012 - February 2013
Cameron Road Enterprises April 2010 - December 2011
Citi April 2009 - February 2010
Merrill Lynch October 2006 - March 2009
Skills
Access, Financial Analysis, SDLC, Property & Casualty..., Business Analysis, Data Analysis, Insurance, Health Insurance, Life Insurance, RUP Methodologies, Agile & Waterfall..., Mutual Funds, Quality Assurance, Microsoft Office..., Microsoft Office 2007, Microsoft Excel, Visio, SharePoint, Change Management, Customer Service, Requirements Analysis, Salesforce.com, Microsoft Word, Microsoft Office, Leadership, Financial Services, Vendor Management, Process Improvement, Analytics, Risk Management, Business Intelligence, Finance, User Acceptance Testing, Business Process, Management, Gap Analysis, Scrum, Test Cases, Test Planning, Release Management, CRM, Test Strategy, Business Process Design, Functional Requirements, Business Planning, Requirements Gathering, User Stories, Testing, Agile Methodologies, Analysis
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics/Business Administration
University of Kansas 2002 — 2003
Bachelors, Business, Management, Marketing, and Related Support Services
Monique Tyson Monique Tyson's Invesco US Experience July 2015 - Present
Job People Development
Industry Human Resources
Experience
Invesco US July 2015 - Present
Tyson Consulting April 2012 - April 2015
American Nurses Association February 2014 - January 2015
Booz Allen Hamilton October 2002 - February 2012
American Association for Clinical Chemistry April 2000 - September 2002
Smith Bucklin & Associates August 1998 - April 2000
Skills
Program Management, Management Consulting, Strategy, Strategic Planning, Change Management, Leadership, Management, Leadership Development, Event Planning, Regulatory Compliance, Process Improvement, Talent Acquisition, Recruiting, Event Management
Education
Prince George's Community College
Business Administration and Management, General
University of Maryland University College
Business Administration and Management, General
Invesco US July 2015 - Present
Tyson Consulting April 2012 - April 2015
American Nurses Association February 2014 - January 2015
Booz Allen Hamilton October 2002 - February 2012
American Association for Clinical Chemistry April 2000 - September 2002
Smith Bucklin & Associates August 1998 - April 2000
Skills
Program Management, Management Consulting, Strategy, Strategic Planning, Change Management, Leadership, Management, Leadership Development, Event Planning, Regulatory Compliance, Process Improvement, Talent Acquisition, Recruiting, Event Management
Education
Prince George's Community College
Business Administration and Management, General
University of Maryland University College
Business Administration and Management, General
Harsh Gupta Harsh Gupta's Invesco US Experience December 2011 - Present
Job Global Information Technology Professional
Industry Investment Management
Experience
Invesco Ltd. May 2000 - Present
Invesco US December 2011 - Present
Invesco Aim May 2000 - Present
Invesco Ltd. August 2006 - September 2008
Reynolds & Reynolds October 1998 - May 2000
Claremont Technology September 1993 - September 1998
Price Waterhouse February 1993 - September 1993
Skills
SDLC, Business Intelligence, Program Management, Business Analysis, CRM, Portfolio Management, Vendor Management, Outsourcing, Management, PMO, Integration, Financial Services, Analysis, Change Management, Project Management, Risk Management, IT Strategy, Requirements Gathering, IT Management, Asset Management, Investments, Team Leadership, Business Process..., Capital Markets, Budgets, Process Improvement, Offshore Management, Offshoring, Offshore Software..., Asset Managment, Analytics, Project Planning, Outsourcing Management, IT Transformation, Captives, Strategy, Mergers & Acquisitions..., Client Communication, Agile, Lean Management, Lean Thinking
Education
The University of Texas at Dallas 1991 — 1997
MS, Mgmt Administrative Science
Sam Houston State University 1988 — 1991
MBA, Finance / Accounting
Mahanagar Boys High School
High School
University of Lucknow
BS, Mathmatics, Geology & Physics
Invesco Ltd. May 2000 - Present
Invesco US December 2011 - Present
Invesco Aim May 2000 - Present
Invesco Ltd. August 2006 - September 2008
Reynolds & Reynolds October 1998 - May 2000
Claremont Technology September 1993 - September 1998
Price Waterhouse February 1993 - September 1993
Skills
SDLC, Business Intelligence, Program Management, Business Analysis, CRM, Portfolio Management, Vendor Management, Outsourcing, Management, PMO, Integration, Financial Services, Analysis, Change Management, Project Management, Risk Management, IT Strategy, Requirements Gathering, IT Management, Asset Management, Investments, Team Leadership, Business Process..., Capital Markets, Budgets, Process Improvement, Offshore Management, Offshoring, Offshore Software..., Asset Managment, Analytics, Project Planning, Outsourcing Management, IT Transformation, Captives, Strategy, Mergers & Acquisitions..., Client Communication, Agile, Lean Management, Lean Thinking
Education
The University of Texas at Dallas 1991 — 1997
MS, Mgmt Administrative Science
Sam Houston State University 1988 — 1991
MBA, Finance / Accounting
Mahanagar Boys High School
High School
University of Lucknow
BS, Mathmatics, Geology & Physics
Michael DeJong's Invesco US Experience February 2014 - Present
Job Internal Sales Consultant at Invesco US
Industry Financial Services
Experience
Invesco US February 2014 - Present
Invesco June 2013 - August 2013
Skills
Mutual Funds, Sales, Securities, Series 7, Finance
Education
Taylor University 2011 — 2014
Bachelor of Science (BS), Finance, General, 3.89
Taylor University 2011 — 2014
Bachelor of Science (BS), Finance, General
Invesco US February 2014 - Present
Invesco June 2013 - August 2013
Skills
Mutual Funds, Sales, Securities, Series 7, Finance
Education
Taylor University 2011 — 2014
Bachelor of Science (BS), Finance, General, 3.89
Taylor University 2011 — 2014
Bachelor of Science (BS), Finance, General
Christi Young's Invesco US Experience January 1999 - September 2004
Job Founder and President, CY Communicate
Industry Internet
Experience
Self-employed March 2012 - Present
Invesco US January 1999 - September 2004
Van Kampen Investments 1997 - 1999
Bernard Hodes Advertising/Recruitment Enhancement Services January 1996 - May 1997
Skills
Web Services, Web Project Management, Web Development, Web Content Management, Event Planning, Marketing, Marketing Strategy, Social Media, Public Relations, Web Analytics, Non-profit Volunteering, Project Planning, Technical Writing
Education
Texas A&M University 1991 — 1995
Bachelor’s Degree, Communication, Journalism, and Related Programs
Cypress Creek High School 1988 — 1991
Self-employed March 2012 - Present
Invesco US January 1999 - September 2004
Van Kampen Investments 1997 - 1999
Bernard Hodes Advertising/Recruitment Enhancement Services January 1996 - May 1997
Skills
Web Services, Web Project Management, Web Development, Web Content Management, Event Planning, Marketing, Marketing Strategy, Social Media, Public Relations, Web Analytics, Non-profit Volunteering, Project Planning, Technical Writing
Education
Texas A&M University 1991 — 1995
Bachelor’s Degree, Communication, Journalism, and Related Programs
Cypress Creek High School 1988 — 1991
Danielle Singer, CFA's Invesco US Experience June 2014 - Present
Job Senior Client Portfolio Manager, Multi Asset at Invesco US
Industry Investment Management
Experience
Invesco US June 2014 - Present
UBS Global Asset Management May 2012 - May 2014
UBS Global Asset Management August 2007 - May 2012
UBS Global Asset Management February 2006 - August 2007
UBS Wealth Management March 2004 - February 2006
Deutsche Bank May 2002 - March 2004
American Express Financial Advisors January 2002 - March 2002
Skills
Asset Managment, Mutual Funds, Series 7, Fixed Income, Equities, Asset Allocation, Portfolio Management, Investments, Bloomberg, Investment Management, Fund Of Funds, Securities, Derivatives, Valuation, Investment Strategies, Series 3, Series 66, French, Chartered Financial..., Alternative Investments, Hedge Funds, Institutional..., Pension Funds, Quantitative Analytics, Separately Managed..., Equity Research, ETFs, Asset Management, Bonds, FINRA, Emerging Markets
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Analytic Finance, Econometrics, Economics
Middlebury College 1997 — 2001
B.A., International Politics & Economics; French
The Chapin School 1985 — 1997
Invesco US June 2014 - Present
UBS Global Asset Management May 2012 - May 2014
UBS Global Asset Management August 2007 - May 2012
UBS Global Asset Management February 2006 - August 2007
UBS Wealth Management March 2004 - February 2006
Deutsche Bank May 2002 - March 2004
American Express Financial Advisors January 2002 - March 2002
Skills
Asset Managment, Mutual Funds, Series 7, Fixed Income, Equities, Asset Allocation, Portfolio Management, Investments, Bloomberg, Investment Management, Fund Of Funds, Securities, Derivatives, Valuation, Investment Strategies, Series 3, Series 66, French, Chartered Financial..., Alternative Investments, Hedge Funds, Institutional..., Pension Funds, Quantitative Analytics, Separately Managed..., Equity Research, ETFs, Asset Management, Bonds, FINRA, Emerging Markets
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Analytic Finance, Econometrics, Economics
Middlebury College 1997 — 2001
B.A., International Politics & Economics; French
The Chapin School 1985 — 1997
Stephanie Dal Santo Stephanie Dal Santo's Invesco US Experience September 2015 - Present
Job at Invesco
Industry Financial Services
Experience
Invesco US September 2015 - Present
Invesco US November 2013 - Present
Edward Jones October 2009 - October 2013
The Zambia Project September 2005 - June 2009
Skills
Microsoft Office, Microsoft Excel, Wealth Management..., SPSS, Retirement Planning, 401k Rollovers, Uniform Combined State..., Series 7, Saving for Education, Retirement, Wealth Management, IRAs, Investment Advisory, College Savings Plans, Mutual Funds, 529 Plans, Financial Analysis, Market Analysis, Investment Strategies, Project Management, Team Management, Professional Mentoring
Education
St. Norbert College 2005 — 2009
Bachelor of Arts (B.A.), Economics and Political Science
Sturgeon Bay High School 2001 — 2005
Invesco US September 2015 - Present
Invesco US November 2013 - Present
Edward Jones October 2009 - October 2013
The Zambia Project September 2005 - June 2009
Skills
Microsoft Office, Microsoft Excel, Wealth Management..., SPSS, Retirement Planning, 401k Rollovers, Uniform Combined State..., Series 7, Saving for Education, Retirement, Wealth Management, IRAs, Investment Advisory, College Savings Plans, Mutual Funds, 529 Plans, Financial Analysis, Market Analysis, Investment Strategies, Project Management, Team Management, Professional Mentoring
Education
St. Norbert College 2005 — 2009
Bachelor of Arts (B.A.), Economics and Political Science
Sturgeon Bay High School 2001 — 2005
Jasmine Patel's Invesco US Experience 2013 - 2015
Job Global AML Audit Associate at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase & Co. 2015 - Present
Invesco US 2013 - 2015
EY September 2012 - November 2013
Bank of New York Mellon May 2011 - August 2011
Rothstein Kass June 2011 - June 2011
UBS September 2010 - May 2011
Skills
HTML, JavaScript, Bloomberg Terminal, Financial Statement..., RIA, Microsoft Excel, Private Equity, Sarbanes-Oxley, GAAP, Financial Reporting, Auditing, Financial Services, PowerPoint, Microsoft Word, Access
Education
Rutgers Graduate Business School 2012 — 2013
MS, Financial Accountancy
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
BS, Accounting
Dr. Ronald E. McNair Academic High School 2004 — 2008
JPMorgan Chase & Co. 2015 - Present
Invesco US 2013 - 2015
EY September 2012 - November 2013
Bank of New York Mellon May 2011 - August 2011
Rothstein Kass June 2011 - June 2011
UBS September 2010 - May 2011
Skills
HTML, JavaScript, Bloomberg Terminal, Financial Statement..., RIA, Microsoft Excel, Private Equity, Sarbanes-Oxley, GAAP, Financial Reporting, Auditing, Financial Services, PowerPoint, Microsoft Word, Access
Education
Rutgers Graduate Business School 2012 — 2013
MS, Financial Accountancy
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
BS, Accounting
Dr. Ronald E. McNair Academic High School 2004 — 2008
Samantha Samolu's Invesco US Experience October 2014 - Present
Job Client Service Representative at Invesco US
Industry Financial Services
Experience
Invesco US October 2014 - Present
Fidelity Investments April 2008 - October 2014
National Development and Research Institute January 2009 - May 2009
HomEq April 2007 - April 2008
The Salvation Army October 2006 - March 2007
Charlotte Russe May 2006 - September 2006
Skills
Outlook, Customer Service, Data Entry, Microsoft Office, PowerPoint, Critical Thinking, Microsoft Excel, Microsoft Word, Research, Time Management, Teamwork, NICE, Visio, SharePoint, Lotus Notes, SQL, Call Centers, Program Management, Leadership, Team Leadership
Education
North Carolina State University 2004 — 2009
B.A, Women and Gender Studies
West Rowan High School 2000 — 2004
Diploma
Invesco US October 2014 - Present
Fidelity Investments April 2008 - October 2014
National Development and Research Institute January 2009 - May 2009
HomEq April 2007 - April 2008
The Salvation Army October 2006 - March 2007
Charlotte Russe May 2006 - September 2006
Skills
Outlook, Customer Service, Data Entry, Microsoft Office, PowerPoint, Critical Thinking, Microsoft Excel, Microsoft Word, Research, Time Management, Teamwork, NICE, Visio, SharePoint, Lotus Notes, SQL, Call Centers, Program Management, Leadership, Team Leadership
Education
North Carolina State University 2004 — 2009
B.A, Women and Gender Studies
West Rowan High School 2000 — 2004
Diploma
Alex J. Graf, MBA CRPC® Alex J. Graf, MBA CRPC®'s Invesco US Experience September 2014 - Present
Job Institutional Business Development
Industry Investment Management
Experience
Invesco US September 2014 - Present
Allianz Life September 2012 - August 2014
Allianz Life May 2008 - September 2012
IKON Office solutions March 2007 - May 2008
Skills
CRM, Sales, Direct Sales, Relationship Management, Business Development, Retirement, Financial Services, Marketing, Variable Annuities, Series 63, Territory Management, Indexed Annuities, Life Insurance, Mutual Funds, 401k, Account Management, Salesforce.com, Retirement Planning, New Business Development, Investments, IRAs, Lead Generation, Sales Presentations, Insurance, Segmentation, series 7, Asset Allocation, Customer Service, Public Speaking, Wealth Management..., Cold Calling, Building Relationships, Webinar Development, B2B, Tax Free Income, Broker-Dealer, Sales Process, Fixed Income, ETFs, Separately Managed..., Leadership, Management, Strategic Partnerships, Strategic Planning, Analysis, Training, Financial Planning
Education
University of Saint Thomas - School of Business 2010 — 2014
MBA, Business, Management, Marketing, and Related Support Services
Portland State University - School of Business 2004 — 2006
BS, International Marketing Management
North Hennepin Community College 2002 — 2004
Associate of Arts (A.A.), Art/Art Studies, General
Park Center 2000 — 2002
Invesco US September 2014 - Present
Allianz Life September 2012 - August 2014
Allianz Life May 2008 - September 2012
IKON Office solutions March 2007 - May 2008
Skills
CRM, Sales, Direct Sales, Relationship Management, Business Development, Retirement, Financial Services, Marketing, Variable Annuities, Series 63, Territory Management, Indexed Annuities, Life Insurance, Mutual Funds, 401k, Account Management, Salesforce.com, Retirement Planning, New Business Development, Investments, IRAs, Lead Generation, Sales Presentations, Insurance, Segmentation, series 7, Asset Allocation, Customer Service, Public Speaking, Wealth Management..., Cold Calling, Building Relationships, Webinar Development, B2B, Tax Free Income, Broker-Dealer, Sales Process, Fixed Income, ETFs, Separately Managed..., Leadership, Management, Strategic Partnerships, Strategic Planning, Analysis, Training, Financial Planning
Education
University of Saint Thomas - School of Business 2010 — 2014
MBA, Business, Management, Marketing, and Related Support Services
Portland State University - School of Business 2004 — 2006
BS, International Marketing Management
North Hennepin Community College 2002 — 2004
Associate of Arts (A.A.), Art/Art Studies, General
Park Center 2000 — 2002
Santiago Vidales Hildebrandt's Invesco US Experience July 2015 - September 2015
Job Portfolio Manager Assistant Internship at Invesco US
Industry Financial Services
Experience
Invesco US July 2015 - September 2015
Ross Stores, Inc. May 2014 - April 2015
Montana S.A. May 2013 - July 2013
Entrepreneur Business January 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Entrepeneur, Teamwork, English, Team Leadership, Business Strategy, Spanish, Entrepreneurship, Leadership, Strategic Planning, Management, Sales, Strategy, Negotiation, Finance, Retail, Training, Analysis, Marketing Strategy, Recruiting, Marketing, Project Management, Financial Analysis, Portfolio Management, Investments, Start-ups, Business Planning
Education
University of Oxford 2015 — 2015
Economics
The University of Georgia 2013 — 2015
Bachelor's degree, Economics, 3.75 GPA
Valdosta State University 2012 — 2013
International Business
Invesco US July 2015 - September 2015
Ross Stores, Inc. May 2014 - April 2015
Montana S.A. May 2013 - July 2013
Entrepreneur Business January 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Entrepeneur, Teamwork, English, Team Leadership, Business Strategy, Spanish, Entrepreneurship, Leadership, Strategic Planning, Management, Sales, Strategy, Negotiation, Finance, Retail, Training, Analysis, Marketing Strategy, Recruiting, Marketing, Project Management, Financial Analysis, Portfolio Management, Investments, Start-ups, Business Planning
Education
University of Oxford 2015 — 2015
Economics
The University of Georgia 2013 — 2015
Bachelor's degree, Economics, 3.75 GPA
Valdosta State University 2012 — 2013
International Business
Ellen Hurt Ellen Hurt's Invesco US Experience June 2010 - March 2012
Job Manager, Development Accounting at Infigen Energy
Industry Renewables & Environment
Experience
Infigen Energy February 2014 - Present
Infigen Energy October 2012 - February 2014
Invesco US June 2010 - March 2012
KPMG US September 2007 - June 2010
Skills
Internal Controls, Accounting, Sarbanes-Oxley Act, Consolidation, General Ledger, Auditing
Education
Texas Tech University 2002 — 2007
MSA, Accounting
Infigen Energy February 2014 - Present
Infigen Energy October 2012 - February 2014
Invesco US June 2010 - March 2012
KPMG US September 2007 - June 2010
Skills
Internal Controls, Accounting, Sarbanes-Oxley Act, Consolidation, General Ledger, Auditing
Education
Texas Tech University 2002 — 2007
MSA, Accounting
Matt Cimino Matt Cimino's Invesco US Experience May 2015 - August 2015
Job Global Performance Measurement and Risk Analyst Intern
Industry Oil & Energy
Experience
Invesco US May 2015 - August 2015
Palm Beach Tan June 2014 - August 2014
Center for Instructional Services October 2013 - May 2014
Moraga Country Club May 2013 - August 2013
Clark Hall August 2012 - May 2013
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2016
Bachelor's Degree, Finance with minors in Accounting and Energy Management, Junior
Campolindo High School 2008 — 2012
High School
Invesco US May 2015 - August 2015
Palm Beach Tan June 2014 - August 2014
Center for Instructional Services October 2013 - May 2014
Moraga Country Club May 2013 - August 2013
Clark Hall August 2012 - May 2013
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2016
Bachelor's Degree, Finance with minors in Accounting and Energy Management, Junior
Campolindo High School 2008 — 2012
High School
Vickie Thom-Perez Vickie Thom-Perez's Invesco US Experience March 2000 - October 2005
Job Licensed Realtor at RE/MAX
Industry Real Estate
Experience
RE/MAX Cinco Ranch September 2014 - Present
State Farm Insurance Agency October 1990 - September 2014
The Greensheet March 2007 - October 2008
AIG Travel March 2006 - March 2007
Invesco US March 2000 - October 2005
Morgan Stanley October 1993 - March 2000
Skills
Call Center..., Call center start-up, Call Center Development, Call Centers, Sales Management, Advertising Sales, Financial Services, Property & Casualty..., Health Insurance, Life Insurance, Real Estate License, Insurance, Marketing
Education
Texas A&M University 1990 — 1993
Bachelor’s Degree, Marketing/Marketing Management, General, 3.75
RE/MAX Cinco Ranch September 2014 - Present
State Farm Insurance Agency October 1990 - September 2014
The Greensheet March 2007 - October 2008
AIG Travel March 2006 - March 2007
Invesco US March 2000 - October 2005
Morgan Stanley October 1993 - March 2000
Skills
Call Center..., Call center start-up, Call Center Development, Call Centers, Sales Management, Advertising Sales, Financial Services, Property & Casualty..., Health Insurance, Life Insurance, Real Estate License, Insurance, Marketing
Education
Texas A&M University 1990 — 1993
Bachelor’s Degree, Marketing/Marketing Management, General, 3.75
JaCorey Brazile JaCorey Brazile's Invesco US Experience March 2010 - Present
Job Analyst at Invesco Investment Services
Industry Financial Services
Experience
Invesco US March 2010 - Present
Enterprise Rent-A-Car August 2006 - December 2008
Walmart August 2003 - July 2006
Skills
Mutual Funds, Financial Services, Series 6, FINRA, Microsoft Office, Customer Service, Leadership, Microsoft Excel, Project Management, 401k, Investments, Securities, Sales
Education
Sam Houston State University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Invesco US March 2010 - Present
Enterprise Rent-A-Car August 2006 - December 2008
Walmart August 2003 - July 2006
Skills
Mutual Funds, Financial Services, Series 6, FINRA, Microsoft Office, Customer Service, Leadership, Microsoft Excel, Project Management, 401k, Investments, Securities, Sales
Education
Sam Houston State University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Manuel N. Sousa's Invesco US Experience 1998 - 2004
Job Applying innovative human capital management strategies to build enterprise value
Industry Venture Capital & Private Equity
Experience
. January 2015 - Present
OpenText Corporation 2012 - January 2015
RBC, Royal Bank 2010 - 2012
T-Mobile January 2006 - April 2008
Saks Fifth Avenue 2004 - 2006
Invesco US 1998 - 2004
Skills
Strategy, Executive Compensation, Compensation Committee, Strategic Human..., Leading & Managing..., Talent Assessment &..., Succession Planning, High Performance..., Mergers, Acquisitions,..., Process management &..., Performance Management..., Leadership assessment..., Public Speaking, Project Management, Project Coordination, Investments, Executive Development, Executive Coaching, Career Development...
Education
McMaster University
BA
. January 2015 - Present
OpenText Corporation 2012 - January 2015
RBC, Royal Bank 2010 - 2012
T-Mobile January 2006 - April 2008
Saks Fifth Avenue 2004 - 2006
Invesco US 1998 - 2004
Skills
Strategy, Executive Compensation, Compensation Committee, Strategic Human..., Leading & Managing..., Talent Assessment &..., Succession Planning, High Performance..., Mergers, Acquisitions,..., Process management &..., Performance Management..., Leadership assessment..., Public Speaking, Project Management, Project Coordination, Investments, Executive Development, Executive Coaching, Career Development...
Education
McMaster University
BA
Chris Ledbetter Chris Ledbetter's Invesco US Experience August 2015 - Present
Job Senior Fund Accountant at TPG Capital
Industry Accounting
Experience
Invesco US August 2015 - Present
TPG Capital June 2014 - August 2015
KPMG US August 2011 - June 2014
TPG Capital October 2009 - July 2011
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Auditing, Internal Controls, GAAP, US GAAP, Financial Statements, Finance, Corporate Finance
Education
The University of Texas at Arlington 2005 — 2010
Bachelor's of Business Administration, Accounting
University of Texas at Arlington 2005 — 2010
Bachelors of Business Administration, Accounting
Invesco US August 2015 - Present
TPG Capital June 2014 - August 2015
KPMG US August 2011 - June 2014
TPG Capital October 2009 - July 2011
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Auditing, Internal Controls, GAAP, US GAAP, Financial Statements, Finance, Corporate Finance
Education
The University of Texas at Arlington 2005 — 2010
Bachelor's of Business Administration, Accounting
University of Texas at Arlington 2005 — 2010
Bachelors of Business Administration, Accounting
Jordan Winterfeld Jordan Winterfeld's Invesco US Experience November 2014 - Present
Job Regional Vice President, Invesco
Industry Financial Services
Experience
Invesco US November 2014 - Present
Invesco October 2009 - November 2014
Invesco Aim July 2008 - October 2009
AIM Investments September 2006 - July 2008
Skills
Public Speaking, Microsoft Excel, Microsoft Word, Outstanding..., Empathy, Intuition, 401k, Alternative Investments, ETFs, FINRA, Hedge Funds, Marketing, Mutual Funds, Sales, Separately Managed..., Series 24, Series 6, Series 63, Series 65, Series 7, Wealth Management
Education
Texas A&M University 2002 — 2006
Bachelor of Arts (BA), Communication, General
Invesco US November 2014 - Present
Invesco October 2009 - November 2014
Invesco Aim July 2008 - October 2009
AIM Investments September 2006 - July 2008
Skills
Public Speaking, Microsoft Excel, Microsoft Word, Outstanding..., Empathy, Intuition, 401k, Alternative Investments, ETFs, FINRA, Hedge Funds, Marketing, Mutual Funds, Sales, Separately Managed..., Series 24, Series 6, Series 63, Series 65, Series 7, Wealth Management
Education
Texas A&M University 2002 — 2006
Bachelor of Arts (BA), Communication, General
Stephen Miley Stephen Miley's Invesco US Experience November 2004 - March 2007
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial March 2007 - Present
Invesco US November 2004 - March 2007
Invesco US January 2001 - November 2004
Fidelity January 1998 - January 2001
Skills
Investment Advisory, Separately Managed..., Mutual Funds, ETFs, Qualified Retirement..., ERISA, 401k, Profit Sharing, Defined Benefit, Pensions, Series 65, Hold Series 7, Fiduciary Services, Investments
Education
Suffolk University
Bachelor of Business Administration (B.B.A.), Finance, General
Nationwide Financial March 2007 - Present
Invesco US November 2004 - March 2007
Invesco US January 2001 - November 2004
Fidelity January 1998 - January 2001
Skills
Investment Advisory, Separately Managed..., Mutual Funds, ETFs, Qualified Retirement..., ERISA, 401k, Profit Sharing, Defined Benefit, Pensions, Series 65, Hold Series 7, Fiduciary Services, Investments
Education
Suffolk University
Bachelor of Business Administration (B.B.A.), Finance, General
Abdon Bolivar Abdon Bolivar's Invesco US Experience 1999 - 2002
Job Founder of Incentive Assurance LLC
Industry Investment Management
Experience
Incentive Assurance LLC 2013 - Present
AQR Capital Management 2002 - 2013
Invesco US 1999 - 2002
Deloitte 1998 - 1999
U.S. Securities and Exchange Commission 1994 - 1998
Skills
Hedge Funds
Education
Queens College
Bachelor's Degree, Accounting
Incentive Assurance LLC 2013 - Present
AQR Capital Management 2002 - 2013
Invesco US 1999 - 2002
Deloitte 1998 - 1999
U.S. Securities and Exchange Commission 1994 - 1998
Skills
Hedge Funds
Education
Queens College
Bachelor's Degree, Accounting
Scott Zuehlke Scott Zuehlke's Invesco US Experience January 2005 - January 2009
Job
Industry Oil & Energy
Experience
Halcon Resources December 2011 - Present
Geokinetics June 2010 - December 2011
Hercules Offshore June 2009 - June 2010
Invesco US January 2005 - January 2009
Skills
Oil, Energy, Energy Industry, Asset Management, Equities, Investor Relations, Mergers, Microsoft Excel, Petroleum, Investments, Capital Markets, Financial Analysis
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA)
University of Houston
Master of Business Administration (MBA)
Halcon Resources December 2011 - Present
Geokinetics June 2010 - December 2011
Hercules Offshore June 2009 - June 2010
Invesco US January 2005 - January 2009
Skills
Oil, Energy, Energy Industry, Asset Management, Equities, Investor Relations, Mergers, Microsoft Excel, Petroleum, Investments, Capital Markets, Financial Analysis
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA)
University of Houston
Master of Business Administration (MBA)
Amal Abdallah Amal Abdallah's Invesco US Experience April 2015 - Present
Job Sales Strategy & Marketing Professional
Industry Financial Services
Experience
Invesco US April 2015 - Present
Clover Global Solutions, LP June 2013 - February 2015
Brownbook May 2013 - June 2013
Cudd Energy Services March 2012 - May 2013
Infinite Family January 2012 - March 2012
Sapient Global Markets January 2012 - March 2012
Retna Media January 2011 - December 2011
Clear Channel Communications January 2010 - May 2010
Skills
Bilingual, Computer Literate, Copy Editing, Social Media, Press Releases, SEO, Facebook, Blogging, Media Relations, Editing, Marketing Communications, Online Marketing, New Media, Non-profits, Public Relations, Ap Style, Advertising, Event Planning, Copywriting, Social Networking, Newsletters, Creative Writing, Microsoft Office, Leadership, Research, Creative Direction, Photoshop, Training, Journalism, Email Marketing, Corporate Communications, Brand Development, Management, Public Speaking, Internal Communications, Marketing Strategy, Strategic Communications, Time Management, Publicity, Event Management, Social Media Measurement, Content Strategy, WordPress, Broadcast, Marketing, Social Media Marketing, Magazines
Education
University of St. Thomas (TX) 2015 — 2017
Master of Business Administration (M.B.A.), Marketing
University of Michigan 2006 — 2010
Bachelor of Arts, Communications
The American University in Cairo 2007 — 2008
Non-Degree/Study Abroad Program, Journalism and Mass Communications
Invesco US April 2015 - Present
Clover Global Solutions, LP June 2013 - February 2015
Brownbook May 2013 - June 2013
Cudd Energy Services March 2012 - May 2013
Infinite Family January 2012 - March 2012
Sapient Global Markets January 2012 - March 2012
Retna Media January 2011 - December 2011
Clear Channel Communications January 2010 - May 2010
Skills
Bilingual, Computer Literate, Copy Editing, Social Media, Press Releases, SEO, Facebook, Blogging, Media Relations, Editing, Marketing Communications, Online Marketing, New Media, Non-profits, Public Relations, Ap Style, Advertising, Event Planning, Copywriting, Social Networking, Newsletters, Creative Writing, Microsoft Office, Leadership, Research, Creative Direction, Photoshop, Training, Journalism, Email Marketing, Corporate Communications, Brand Development, Management, Public Speaking, Internal Communications, Marketing Strategy, Strategic Communications, Time Management, Publicity, Event Management, Social Media Measurement, Content Strategy, WordPress, Broadcast, Marketing, Social Media Marketing, Magazines
Education
University of St. Thomas (TX) 2015 — 2017
Master of Business Administration (M.B.A.), Marketing
University of Michigan 2006 — 2010
Bachelor of Arts, Communications
The American University in Cairo 2007 — 2008
Non-Degree/Study Abroad Program, Journalism and Mass Communications
Evan G. Dittmar Evan G. Dittmar's Invesco US Experience June 2015 - Present
Job Fund Accountant at Invesco
Industry Financial Services
Experience
Invesco US June 2015 - Present
UMB Fund Services October 2014 - June 2015
New Berlin Eisenhower Football February 2013 - June 2015
UMB Fund Services January 2014 - October 2014
UMB Fund Services February 2013 - January 2014
U.S. Bank June 2012 - February 2013
Johnny O's Sports Lounge April 2011 - May 2012
Madison City Channel August 2010 - March 2012
Aflac May 2011 - August 2011
Skills
Customer Service, Insurance, Excel, Microsoft Office, PowerPoint, Public Finance, Access, Direct Sales, Media Production, Streaming Media, Outlook, Microsoft Excel, Finance, Investments
Education
University of Wisconsin-Madison 2009 — 2012
Bachelors of Science, Economics
University of Wisconsin-Platteville 2008 — 2009
Bachelors of Science, General Business
St. Norbert College 2007 — 2007
Bachelors of Science, General Business, AROTC
Invesco US June 2015 - Present
UMB Fund Services October 2014 - June 2015
New Berlin Eisenhower Football February 2013 - June 2015
UMB Fund Services January 2014 - October 2014
UMB Fund Services February 2013 - January 2014
U.S. Bank June 2012 - February 2013
Johnny O's Sports Lounge April 2011 - May 2012
Madison City Channel August 2010 - March 2012
Aflac May 2011 - August 2011
Skills
Customer Service, Insurance, Excel, Microsoft Office, PowerPoint, Public Finance, Access, Direct Sales, Media Production, Streaming Media, Outlook, Microsoft Excel, Finance, Investments
Education
University of Wisconsin-Madison 2009 — 2012
Bachelors of Science, Economics
University of Wisconsin-Platteville 2008 — 2009
Bachelors of Science, General Business
St. Norbert College 2007 — 2007
Bachelors of Science, General Business, AROTC
Stuart Mals Stuart Mals's Invesco US Experience May 2014 - August 2014
Job Financial Analyst at Equifax
Industry Financial Services
Experience
Equifax June 2015 - Present
University of Georgia August 2012 - May 2015
Invesco US May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Leadership, Teamwork, Customer Service
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
University of Georgia - Terry College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Equifax June 2015 - Present
University of Georgia August 2012 - May 2015
Invesco US May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Leadership, Teamwork, Customer Service
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
University of Georgia - Terry College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Cherie (Lim) Nguyen Cherie (Lim) Nguyen's Invesco US Experience June 2014 - Present
Job Assistant Manager of Financial Reporting at Invesco US
Industry Accounting
Experience
Invesco US June 2014 - Present
EY July 2013 - June 2014
GenOn Energy February 2012 - June 2013
Southern Union Company May 2007 - January 2012
The Battalion July 2005 - May 2007
Skills
SEC Reporting, Financial Reporting, Business Modeling, Accounting, Financial Analysis, Financial Modeling, Consulting, Technical Accounting..., Big 4, Forecasting, Budgets, XBRL, Cognos, WebFilings, SEC filings, Sarbanes-Oxley Act, SEC Filings, GAAP, Internal Controls
Education
University of Houston 2011 — 2013
MBA
Texas A&M University 2003 — 2007
Bachelor of Arts, Accounting
Invesco US June 2014 - Present
EY July 2013 - June 2014
GenOn Energy February 2012 - June 2013
Southern Union Company May 2007 - January 2012
The Battalion July 2005 - May 2007
Skills
SEC Reporting, Financial Reporting, Business Modeling, Accounting, Financial Analysis, Financial Modeling, Consulting, Technical Accounting..., Big 4, Forecasting, Budgets, XBRL, Cognos, WebFilings, SEC filings, Sarbanes-Oxley Act, SEC Filings, GAAP, Internal Controls
Education
University of Houston 2011 — 2013
MBA
Texas A&M University 2003 — 2007
Bachelor of Arts, Accounting
Pete McCulloch Pete McCulloch's Invesco US Experience June 2014 - Present
Job Sales at Invesco US
Industry Financial Services
Experience
Invesco US June 2014 - Present
Custom House Global Funds Services Ltd. April 2013 - November 2013
Lombard Street Research August 2012 - April 2013
Strategas Research Partners November 2006 - February 2011
CITIGROUP GLOBAL MARKETS February 2005 - November 2006
Skills
Series 7, Series 66, Uniform Combined State..., Series 63, Equities, Investments, Portfolio Management, Fixed Income, Bloomberg, Investment Strategies, Capital Markets, Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Hedge Funds, FINRA, Equity Research, Securities, Financial Markets, Fund Of Funds, Venture Capital, Trading, Options, ETFs, Asset Management, Sales
Education
Loyola University Maryland 2000 — 2004
Bachelor's Degree, Political Science and General Business
Delbarton
Invesco US June 2014 - Present
Custom House Global Funds Services Ltd. April 2013 - November 2013
Lombard Street Research August 2012 - April 2013
Strategas Research Partners November 2006 - February 2011
CITIGROUP GLOBAL MARKETS February 2005 - November 2006
Skills
Series 7, Series 66, Uniform Combined State..., Series 63, Equities, Investments, Portfolio Management, Fixed Income, Bloomberg, Investment Strategies, Capital Markets, Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Hedge Funds, FINRA, Equity Research, Securities, Financial Markets, Fund Of Funds, Venture Capital, Trading, Options, ETFs, Asset Management, Sales
Education
Loyola University Maryland 2000 — 2004
Bachelor's Degree, Political Science and General Business
Delbarton
Bob Magni Bob Magni's Invesco US Experience 1996 - 2007
Job Director of Technology at Wooster School
Industry Primary/Secondary Education
Experience
Wooster School June 2007 - Present
Invesco US 1996 - 2007
Skills
Curriculum Design, Classroom, Curriculum Development, Teaching, Educational Leadership, Staff Development, Tutoring, E-Learning, Lesson Planning, Nonprofits, Public Speaking, Fundraising, Social Media, Special Education, Editing, Higher Education, Program Development, Spanish, Volunteer Management
Education
New York University
Master's degree, Computer Science
University of Massachusetts, Amherst
Bachelor's degree, Education
Wooster School June 2007 - Present
Invesco US 1996 - 2007
Skills
Curriculum Design, Classroom, Curriculum Development, Teaching, Educational Leadership, Staff Development, Tutoring, E-Learning, Lesson Planning, Nonprofits, Public Speaking, Fundraising, Social Media, Special Education, Editing, Higher Education, Program Development, Spanish, Volunteer Management
Education
New York University
Master's degree, Computer Science
University of Massachusetts, Amherst
Bachelor's degree, Education
Maryjane Eseadi, CPA Maryjane Eseadi, CPA's Invesco US Experience May 2014 - December 2014
Job Senior Tax Analyst at DresserRand Company
Industry Insurance
Experience
Dresser-Rand Company January 2015 - Present
Invesco US May 2014 - December 2014
American General Life Companies December 2009 - April 2014
Thomson Reuters 2007 - 2009
Deloitte 2005 - 2007
Continental Trust Bank 1999 - 2002
Skills
Tax, Accounting, Financial Reporting, Property Tax, Tax Research, Tax Accounting, Financial Analysis, Strategic Financial..., Auditing, Fixed Assets, Finance, Process Improvement, Microsoft Excel, SEC filings, GAAP
Education
Texas Woman's University 2006 — 2008
MBA, Business Adminstration
University of Benin 1993 — 1997
Bachelors, Accounting
Dresser-Rand Company January 2015 - Present
Invesco US May 2014 - December 2014
American General Life Companies December 2009 - April 2014
Thomson Reuters 2007 - 2009
Deloitte 2005 - 2007
Continental Trust Bank 1999 - 2002
Skills
Tax, Accounting, Financial Reporting, Property Tax, Tax Research, Tax Accounting, Financial Analysis, Strategic Financial..., Auditing, Fixed Assets, Finance, Process Improvement, Microsoft Excel, SEC filings, GAAP
Education
Texas Woman's University 2006 — 2008
MBA, Business Adminstration
University of Benin 1993 — 1997
Bachelors, Accounting
Chris Hines Chris Hines's Invesco US Experience May 2011 - April 2013
Job Controller at Anson Group of Funds
Industry Investment Management
Experience
Anson Group of Funds March 2013 - Present
Invesco US May 2011 - April 2013
Rothstein Kass October 2008 - May 2011
Education
Southern Methodist University 2007 — 2008
Master's Degree, Accounting
Southern Methodist University 2003 — 2007
Bachelor's Degree, Accounting
Anson Group of Funds March 2013 - Present
Invesco US May 2011 - April 2013
Rothstein Kass October 2008 - May 2011
Education
Southern Methodist University 2007 — 2008
Master's Degree, Accounting
Southern Methodist University 2003 — 2007
Bachelor's Degree, Accounting
James Alford James Alford's Invesco US Experience August 2014 - June 2015
Job Client and Professional Services Senior Leader
Industry Financial Services
Experience
Citisoft February 2014 - Present
Northern Trust Corporation August 2015 - Present
Invesco US August 2014 - June 2015
Invesco US February 2014 - August 2014
State Street 2012 - 2013
Omgeo 2007 - 2012
Omgeo 2006 - 2007
Omgeo 2003 - 2006
Thomson Financial ESG 2000 - 2003
Thomson Financial ESG 1996 - 2000
Skills
Reference Data, Financial Services, Product Management, Business Analysis, Fixed Income, Trading Systems, Back Office, Technical Support, Equities, Team Management, Salesforce.com, Risk Management, Professional Services, Management, Strategy, CRM, Derivatives, Team Building, Integration, Market Data, Account Management, SDLC, Agile Methodologies, Vendor Management, Settlement, Team Leadership, Business Process, Executive Management, Technology Integration, Leadership, SaaS
Education
Syracuse University
BA, Major in Economics, Minor in English
Citisoft February 2014 - Present
Northern Trust Corporation August 2015 - Present
Invesco US August 2014 - June 2015
Invesco US February 2014 - August 2014
State Street 2012 - 2013
Omgeo 2007 - 2012
Omgeo 2006 - 2007
Omgeo 2003 - 2006
Thomson Financial ESG 2000 - 2003
Thomson Financial ESG 1996 - 2000
Skills
Reference Data, Financial Services, Product Management, Business Analysis, Fixed Income, Trading Systems, Back Office, Technical Support, Equities, Team Management, Salesforce.com, Risk Management, Professional Services, Management, Strategy, CRM, Derivatives, Team Building, Integration, Market Data, Account Management, SDLC, Agile Methodologies, Vendor Management, Settlement, Team Leadership, Business Process, Executive Management, Technology Integration, Leadership, SaaS
Education
Syracuse University
BA, Major in Economics, Minor in English
Darrell Anderson Darrell Anderson's Invesco US Experience August 1999 - October 2009
Job Manager, Fixed Income Investment Applications at Invesco Ltd.
Industry Information Technology and Services
Experience
Invesco Ltd. March 2012 - Present
Invesco Ltd. September 2011 - February 2012
Invesco Ltd. August 2010 - August 2011
Invesco Ltd. October 2009 - July 2010
Invesco US August 1999 - October 2009
Andersen Consulting (now Accenture) January 1996 - August 1999
Skills
Asset Managment, Fixed Income, Equities, Charles River IMS, BlackRock Aladdin, Project Management, Program Management, Execution Management..., FIX, Trading Systems, Capital Markets, SDLC, Asset Management, Equity Trading, Securities, Business Analysis, Electronic Trading, Risk Management, Derivatives, Bloomberg, Investments, Portfolio Management
Education
Texas A&M University 1991 — 1995
BS
Invesco Ltd. March 2012 - Present
Invesco Ltd. September 2011 - February 2012
Invesco Ltd. August 2010 - August 2011
Invesco Ltd. October 2009 - July 2010
Invesco US August 1999 - October 2009
Andersen Consulting (now Accenture) January 1996 - August 1999
Skills
Asset Managment, Fixed Income, Equities, Charles River IMS, BlackRock Aladdin, Project Management, Program Management, Execution Management..., FIX, Trading Systems, Capital Markets, SDLC, Asset Management, Equity Trading, Securities, Business Analysis, Electronic Trading, Risk Management, Derivatives, Bloomberg, Investments, Portfolio Management
Education
Texas A&M University 1991 — 1995
BS
Aaron Rosenthal Aaron Rosenthal's Invesco US Experience May 2014 - August 2014
Job Credit Analyst at Amegy Bank
Industry Banking
Experience
Amegy Bank January 2015 - Present
Invesco US May 2014 - August 2014
Lewis Energy Group June 2013 - August 2013
Eagle Securities August 2012 - June 2013
Tresten Sneed & Associates May 2009 - August 2009
Skills
Microsoft Excel, Research, Microsoft Office, Teamwork, Financial Analysis, Finance, Energy, Investments, Negotiation, Cash Flow, Analysis, Accounting, Risk Management, Financial Modeling, Financial Risk
Education
The University of Texas at Austin 2010 — 2014
Bachelor's Degree
Memorial Senior High School 2006 — 2010
Amegy Bank January 2015 - Present
Invesco US May 2014 - August 2014
Lewis Energy Group June 2013 - August 2013
Eagle Securities August 2012 - June 2013
Tresten Sneed & Associates May 2009 - August 2009
Skills
Microsoft Excel, Research, Microsoft Office, Teamwork, Financial Analysis, Finance, Energy, Investments, Negotiation, Cash Flow, Analysis, Accounting, Risk Management, Financial Modeling, Financial Risk
Education
The University of Texas at Austin 2010 — 2014
Bachelor's Degree
Memorial Senior High School 2006 — 2010
Greg Townsend Greg Townsend's Invesco US Experience January 2000 - November 2003
Job Consumer Goods Professional
Industry Consumer Goods
Experience
VAPRO Supply March 2015 - Present
RJ Reynolds December 2007 - January 2015
RJ Reynolds Tobacco Co April 2007 - December 2007
RJ Reynolds Tobacco Co August 2006 - April 2007
RJ Reynolds Tobacco Co September 2004 - August 2006
Guaranty Bank February 2004 - August 2004
Invesco US January 2000 - November 2003
Farmers Insurance January 1998 - December 1999
Skills
Business Planning, Account Management, Coaching, Management, Key Account Development, Sales, Sales Management, Retail, Strategic Planning, Leadership, Budgets, Employee Training, Forecasting, New Business Development, Sales Operations, Trade Marketing, Program Management, Negotiation, Team Building, Marketing, Training, Team Management, Thought Leadership, Market Planning, Competitive Analysis, Merchandising, Pricing, FMCG, Customer Insight, B2B, Market Analysis, Strategy, Marketing Management, Inventory Management, Team Leadership
Education
Texas State University-San Marcos 1991 — 1995
BA, Public Administration
VAPRO Supply March 2015 - Present
RJ Reynolds December 2007 - January 2015
RJ Reynolds Tobacco Co April 2007 - December 2007
RJ Reynolds Tobacco Co August 2006 - April 2007
RJ Reynolds Tobacco Co September 2004 - August 2006
Guaranty Bank February 2004 - August 2004
Invesco US January 2000 - November 2003
Farmers Insurance January 1998 - December 1999
Skills
Business Planning, Account Management, Coaching, Management, Key Account Development, Sales, Sales Management, Retail, Strategic Planning, Leadership, Budgets, Employee Training, Forecasting, New Business Development, Sales Operations, Trade Marketing, Program Management, Negotiation, Team Building, Marketing, Training, Team Management, Thought Leadership, Market Planning, Competitive Analysis, Merchandising, Pricing, FMCG, Customer Insight, B2B, Market Analysis, Strategy, Marketing Management, Inventory Management, Team Leadership
Education
Texas State University-San Marcos 1991 — 1995
BA, Public Administration
Krisanne Naudin's Invesco US Experience January 2005 - January 2011
Job Executive Administrator at Trendsetter Engineering, Inc.
Industry Investment Management
Experience
Trendsetter Engineering, Inc. October 2014 - Present
Noble Drilling February 2013 - October 2014
Covariance Capital Management September 2011 - January 2013
Invesco US January 2005 - January 2011
Invesco US April 2003 - March 2005
Skills
Portfolio Management, Investments, Investment Management, Mutual Funds, Equities, Administration, Alternative Investments, Marketing, Due Diligence, Investment Strategies, Securities, Management, Asset Management, Series 7, Administrative..., Asset Allocation, Hedge Funds
Education
Shawnee State University 1983 — 1985
Associate's degree, Occupational Therapy/Therapist
Trendsetter Engineering, Inc. October 2014 - Present
Noble Drilling February 2013 - October 2014
Covariance Capital Management September 2011 - January 2013
Invesco US January 2005 - January 2011
Invesco US April 2003 - March 2005
Skills
Portfolio Management, Investments, Investment Management, Mutual Funds, Equities, Administration, Alternative Investments, Marketing, Due Diligence, Investment Strategies, Securities, Management, Asset Management, Series 7, Administrative..., Asset Allocation, Hedge Funds
Education
Shawnee State University 1983 — 1985
Associate's degree, Occupational Therapy/Therapist
Tawny Delacruz, CRM, CIC's Invesco US Experience April 2007 - August 2013
Job Risk & Safety Manager at Century Golf Partners Managment
Industry Insurance
Experience
Century Golf August 2013 - Present
Lockton Companies - Invesco Real Estate (Contracted with Client) August 2008 - August 2013
Invesco US April 2007 - August 2013
Aon Risk Solutions - Invesco Real Estate (Contract Basis) 2006 - 2008
Sparrow Health System August 2003 - April 2007
State Farm Insurance 2000 - 2003
Skills
Underwriting, Risk Management, Insurance, Loans, Claims, Coverage, Renewals, Liability, Claims Management, Portfolios, Brokers, Risk, Property & Casualty..., Commercial Insurance, Casualty, Risk Mitigation, General Liability, General Insurance, Professional Liability, Insurance Claims, Health Insurance, Due Diligence, Compliance, Financial Reporting, Risk Assessment, Bonds, Auditing, Portfolio Management, Asset Management, Umbrella, Valuation, Contract Review, Negotiation, D&O, Claim, Litigation Management, Financial Risk, Captives, Employee Benefits, Reinsurance, Executive Management, Commercial Lines, Workers Compensation, Management, Subrogation, Excess, Claims Resolution, Claim Investigation, Accident, Customer Service
Education
Michigan State University 2000 — 2003
Bachelor's degree, Communications & Marketing
Michigan State University 1991 — 1993
Bachelor of Arts, Marketing and Communications
Century Golf August 2013 - Present
Lockton Companies - Invesco Real Estate (Contracted with Client) August 2008 - August 2013
Invesco US April 2007 - August 2013
Aon Risk Solutions - Invesco Real Estate (Contract Basis) 2006 - 2008
Sparrow Health System August 2003 - April 2007
State Farm Insurance 2000 - 2003
Skills
Underwriting, Risk Management, Insurance, Loans, Claims, Coverage, Renewals, Liability, Claims Management, Portfolios, Brokers, Risk, Property & Casualty..., Commercial Insurance, Casualty, Risk Mitigation, General Liability, General Insurance, Professional Liability, Insurance Claims, Health Insurance, Due Diligence, Compliance, Financial Reporting, Risk Assessment, Bonds, Auditing, Portfolio Management, Asset Management, Umbrella, Valuation, Contract Review, Negotiation, D&O, Claim, Litigation Management, Financial Risk, Captives, Employee Benefits, Reinsurance, Executive Management, Commercial Lines, Workers Compensation, Management, Subrogation, Excess, Claims Resolution, Claim Investigation, Accident, Customer Service
Education
Michigan State University 2000 — 2003
Bachelor's degree, Communications & Marketing
Michigan State University 1991 — 1993
Bachelor of Arts, Marketing and Communications
John W. Waelti John W. Waelti's Invesco US Experience April 2015 - Present
Job Corporate Communications | Media Relations
Industry Public Relations and Communications
Experience
Invesco US April 2015 - Present
WBBM Newsradio (CBS) March 2015 - Present
WBBM Newsradio (CBS) September 2011 - March 2015
Virtual Radiologic / Dolan Media Co. 2007 - 2010
MWW Group 2005 - 2007
Thrivent Financial 2000 - 2004
Thrivent Financial 1998 - 2000
Skills
Investor Relations, Media Relations, Expert Writer, Corporate Communications, Public Speaking, Public Relations, Crisis Communications, Strategic Communications, Editing, Social Media, Marketing Communications, Press Releases, Journalism, Communications Planning, Copywriting, Newsletters, Internal Communications, News Writing, Communication Training, Marketing, Marketing Strategy, Speech Writing, Editorial, Broadcast Journalism, Leadership
Education
University of Wisconsin-Madison
Bachelor of Arts (BA), Economics, German
Southern Methodist University
Master of Business Administration (MBA)
Albert-Ludwigs-Universität Freiburg im Breisgau
Junior Year Abroad in Germany
Invesco US April 2015 - Present
WBBM Newsradio (CBS) March 2015 - Present
WBBM Newsradio (CBS) September 2011 - March 2015
Virtual Radiologic / Dolan Media Co. 2007 - 2010
MWW Group 2005 - 2007
Thrivent Financial 2000 - 2004
Thrivent Financial 1998 - 2000
Skills
Investor Relations, Media Relations, Expert Writer, Corporate Communications, Public Speaking, Public Relations, Crisis Communications, Strategic Communications, Editing, Social Media, Marketing Communications, Press Releases, Journalism, Communications Planning, Copywriting, Newsletters, Internal Communications, News Writing, Communication Training, Marketing, Marketing Strategy, Speech Writing, Editorial, Broadcast Journalism, Leadership
Education
University of Wisconsin-Madison
Bachelor of Arts (BA), Economics, German
Southern Methodist University
Master of Business Administration (MBA)
Albert-Ludwigs-Universität Freiburg im Breisgau
Junior Year Abroad in Germany
Maxine Woods's Invesco US Experience May 2014 - August 2014
Job Recruiter at BAL
Industry Legal Services
Experience
Berry Appleman & Leiden LLP August 2015 - Present
Object Technology Solutions Inc., February 2015 - July 2015
Emerson Process Management October 2014 - December 2014
Invesco US May 2014 - August 2014
FuelQuest June 2012 - March 2014
Baker Hughes November 2011 - May 2012
Waste Management, Inc. January 2011 - June 2011
Perficient August 2010 - January 2011
DynCorp International March 2010 - May 2010
IDEA June 2008 - March 2010
Skills
Sourcing, Recruiting, Applicant Tracking..., Temporary Placement, Interviews, Talent Acquisition, Internet Recruiting, Training, Technical Recruiting, Management, Hiring, SDLC, Project Management, Consulting, Contract Recruitment, Staff Augmentation, College Recruiting, Benefits Negotiation, Permanent Placement, Staffing Services, Business Development, Job Descriptions, Talent Management, HR Consulting, Strategy, Cold Calling, Networking, Employee Engagement, Taleo, Oil/Gas, Project Coordination, Program Management, Corporate Recruiting, Temporary Staffing, Executive Search, Vendor Management, Workforce Planning, Assessment Center, Strategic Sourcing, Screening Resumes, Information Technology, State Politics, Political Campaigns, Employer Branding, Full-cycle Recruiting, Internships, RPOs, Full-life Cycle...
Education
Texas Southern University 1994 — 1999
Bachelor's Degree, Political Science
Berry Appleman & Leiden LLP August 2015 - Present
Object Technology Solutions Inc., February 2015 - July 2015
Emerson Process Management October 2014 - December 2014
Invesco US May 2014 - August 2014
FuelQuest June 2012 - March 2014
Baker Hughes November 2011 - May 2012
Waste Management, Inc. January 2011 - June 2011
Perficient August 2010 - January 2011
DynCorp International March 2010 - May 2010
IDEA June 2008 - March 2010
Skills
Sourcing, Recruiting, Applicant Tracking..., Temporary Placement, Interviews, Talent Acquisition, Internet Recruiting, Training, Technical Recruiting, Management, Hiring, SDLC, Project Management, Consulting, Contract Recruitment, Staff Augmentation, College Recruiting, Benefits Negotiation, Permanent Placement, Staffing Services, Business Development, Job Descriptions, Talent Management, HR Consulting, Strategy, Cold Calling, Networking, Employee Engagement, Taleo, Oil/Gas, Project Coordination, Program Management, Corporate Recruiting, Temporary Staffing, Executive Search, Vendor Management, Workforce Planning, Assessment Center, Strategic Sourcing, Screening Resumes, Information Technology, State Politics, Political Campaigns, Employer Branding, Full-cycle Recruiting, Internships, RPOs, Full-life Cycle...
Education
Texas Southern University 1994 — 1999
Bachelor's Degree, Political Science
Manohar Pavuluri's Invesco US Experience January 2004 - October 2011
Job Consultant at CoreMatrix Systems
Industry Oil & Energy
Experience
NRG Energy July 2013 - Present
Nuage Group August 2013 - December 2013
Shell Oil Company October 2011 - July 2013
Invesco US January 2004 - October 2011
Skills
Siebel, Business Intelligence, Integration, CRM, ETL, EAI, Database Design, Salesforce.com, Informatica, Solution Architect, Business Process, Cloud Computing
Education
University of Oklahoma
Masters, Computer Science
Osmania University
BS, Mechanical Engineering
NRG Energy July 2013 - Present
Nuage Group August 2013 - December 2013
Shell Oil Company October 2011 - July 2013
Invesco US January 2004 - October 2011
Skills
Siebel, Business Intelligence, Integration, CRM, ETL, EAI, Database Design, Salesforce.com, Informatica, Solution Architect, Business Process, Cloud Computing
Education
University of Oklahoma
Masters, Computer Science
Osmania University
BS, Mechanical Engineering
Lu Ren's Invesco US Experience 2001 - 2006
Job Director Xbox Live Subscriptions
Industry Banking
Experience
Microsoft January 2010 - Present
Washington Mutual March 2007 - January 2010
Garden Ridge 2006 - 2007
Invesco US 2001 - 2006
Education
The University of Texas at Austin
Master’s Degree, Master in Accounting, BA in finance
University of Washington, Michael G. Foster School of Business
Master of Business Administration (M.B.A.)
Microsoft January 2010 - Present
Washington Mutual March 2007 - January 2010
Garden Ridge 2006 - 2007
Invesco US 2001 - 2006
Education
The University of Texas at Austin
Master’s Degree, Master in Accounting, BA in finance
University of Washington, Michael G. Foster School of Business
Master of Business Administration (M.B.A.)
Christi Ginn's Invesco US Experience September 2010 - August 2012
Job Documentation Specialist at NACE International, The Corrosion Society
Industry Writing and Editing
Experience
NACE International, The Corrosion Society March 2014 - Present
PDHengineer January 2013 - March 2014
Ninevah Group June 2012 - September 2012
Invesco US September 2010 - August 2012
Revention May 2007 - June 2010
TOUSA August 2004 - May 2007
TOUSA 2004 - 2007
StataCorp August 1997 - April 2004
Skills
Training, Microsoft Excel, Marketing, Employee Training, Marketing Communications, Disaster Recovery, Customer Service, Leadership, Business Analysis, Social Media, Technical Writing, Software Documentation, Project Management, Visio, Public Speaking, Research, Microsoft Word, Social Networking, Microsoft Office, Editing, SharePoint
Education
Texas A&M University 1999 — 2001
Master of Education (M.Ed.), Educational/Instructional Technology
Texas A&M University 1995 — 1997
Bachelor of Science (B.S.), Psychology
NACE International, The Corrosion Society March 2014 - Present
PDHengineer January 2013 - March 2014
Ninevah Group June 2012 - September 2012
Invesco US September 2010 - August 2012
Revention May 2007 - June 2010
TOUSA August 2004 - May 2007
TOUSA 2004 - 2007
StataCorp August 1997 - April 2004
Skills
Training, Microsoft Excel, Marketing, Employee Training, Marketing Communications, Disaster Recovery, Customer Service, Leadership, Business Analysis, Social Media, Technical Writing, Software Documentation, Project Management, Visio, Public Speaking, Research, Microsoft Word, Social Networking, Microsoft Office, Editing, SharePoint
Education
Texas A&M University 1999 — 2001
Master of Education (M.Ed.), Educational/Instructional Technology
Texas A&M University 1995 — 1997
Bachelor of Science (B.S.), Psychology
Lindsey Haglage's Invesco US Experience May 2012 - Present
Job Regional Vice President
Industry Financial Services
Experience
Invesco US May 2012 - Present
Invesco Ltd. June 2010 - Present
Van Kampen Investments November 2007 - Present
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2010
MBA, Finance
Miami University 2003 — 2007
Invesco US May 2012 - Present
Invesco Ltd. June 2010 - Present
Van Kampen Investments November 2007 - Present
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2010
MBA, Finance
Miami University 2003 — 2007
Kevin Conroy's Invesco US Experience January 2012 - July 2015
Job Associate Portfolio Manager at Invesco Real Estate
Industry Commercial Real Estate
Experience
Invesco Ltd. July 2015 - Present
Invesco US January 2012 - July 2015
Invesco US January 2011 - December 2011
US Bank June 2007 - January 2011
Skills
Valuation, Real Estate, Fund Analysis, Investment Selection, Credit Analysis, Underwriting, Portfolio Management, Financial Modeling, Financial Analysis, Excel, Capital Markets, Mortgage Banking, Investments, Asset Management, Commercial Real Estate
Education
Texas A&M University - Mays Business School 2004 — 2007
BBA, Finance
Invesco Ltd. July 2015 - Present
Invesco US January 2012 - July 2015
Invesco US January 2011 - December 2011
US Bank June 2007 - January 2011
Skills
Valuation, Real Estate, Fund Analysis, Investment Selection, Credit Analysis, Underwriting, Portfolio Management, Financial Modeling, Financial Analysis, Excel, Capital Markets, Mortgage Banking, Investments, Asset Management, Commercial Real Estate
Education
Texas A&M University - Mays Business School 2004 — 2007
BBA, Finance
Philip Durst's Invesco US Experience 2004 - 2006
Job Chief Investment Officer at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management July 2006 - Present
Invesco US 2004 - 2006
John McStay Investment Counsel 2002 - 2004
Skills
Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Private Equity, Valuation, Equities, Due Diligence, Investments, Financial Modeling
Education
Southern Methodist University - Cox School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
University of North Texas 1989 — 1993
Bachelor’s Degree, Accounting
Tolleson Wealth Management July 2006 - Present
Invesco US 2004 - 2006
John McStay Investment Counsel 2002 - 2004
Skills
Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Private Equity, Valuation, Equities, Due Diligence, Investments, Financial Modeling
Education
Southern Methodist University - Cox School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
University of North Texas 1989 — 1993
Bachelor’s Degree, Accounting
Moon Liu's Invesco US Experience March 2006 - Present
Job Tax Manager at INVESCO
Industry Financial Services
Experience
Invesco US March 2006 - Present
Invesco US June 1996 - February 2006
Pryor, Salley & Associates February 1996 - April 1996
Skills
Tax, Corporate Tax, Fund Accounting, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Microsoft Office, Microsoft Excel, Account Reconciliation, US GAAP, General Ledger
Education
The University of Texas at Austin 1995 — 1996
Master of Professional Accounting, Taxation
Sam Houston State University 1991 — 1994
Bachelor of Business Administration (BBA), Accounting
Invesco US March 2006 - Present
Invesco US June 1996 - February 2006
Pryor, Salley & Associates February 1996 - April 1996
Skills
Tax, Corporate Tax, Fund Accounting, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Microsoft Office, Microsoft Excel, Account Reconciliation, US GAAP, General Ledger
Education
The University of Texas at Austin 1995 — 1996
Master of Professional Accounting, Taxation
Sam Houston State University 1991 — 1994
Bachelor of Business Administration (BBA), Accounting
Cynthia Smith's Invesco US Experience September 1995 - Present
Job Manager, Portfolio Support at Invesco US
Industry Financial Services
Experience
Invesco US September 1995 - Present
Invesco June 2010 - 2013
Van Kampen Investments September 2008 - June 2010
Van Kampen Investments January 2006 - September 2008
Skills
Mutual Funds, Portfolio Management, Investments, Asset Allocation, Securities, Business Process..., Banking, Financial Risk, Program Management, Mergers & Acquisitions, Management, Equities, Fixed Income, Asset Management, Risk Management, Process Improvement, Series 63, Alternative Investments, Project Management, Financial Analysis
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
LeTourneau University 1999 — 2001
Bachelor's, Business Administration
Invesco US September 1995 - Present
Invesco June 2010 - 2013
Van Kampen Investments September 2008 - June 2010
Van Kampen Investments January 2006 - September 2008
Skills
Mutual Funds, Portfolio Management, Investments, Asset Allocation, Securities, Business Process..., Banking, Financial Risk, Program Management, Mergers & Acquisitions, Management, Equities, Fixed Income, Asset Management, Risk Management, Process Improvement, Series 63, Alternative Investments, Project Management, Financial Analysis
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
LeTourneau University 1999 — 2001
Bachelor's, Business Administration
Brandon de la Torre's Invesco US Experience May 2012 - Present
Job Internal Sales Manager at Invesco Ltd.
Industry Financial Services
Experience
Invesco US May 2012 - Present
Invesco US August 2010 - May 2012
Invesco US August 2009 - August 2010
Invesco US June 2006 - August 2009
Invesco US January 2001 - June 2006
Invesco US January 1999 - January 2001
Skills
Series 7, Series 66, Series 24, Series 6, Series 26, Sales Management, Leadership, Staff Development, Interviews, Sales, Budgets, Sales Operations, Sales Compensation..., Uniform Combined State..., FINRA, 401k, Wholesale, Mutual Funds, Securities, Sales Compensation...
Education
University of Houston Law Center 1998 — 1998
N/A, Law
Stephen F. Austin State University 1994 — 1998
BBA, Finance
Invesco US May 2012 - Present
Invesco US August 2010 - May 2012
Invesco US August 2009 - August 2010
Invesco US June 2006 - August 2009
Invesco US January 2001 - June 2006
Invesco US January 1999 - January 2001
Skills
Series 7, Series 66, Series 24, Series 6, Series 26, Sales Management, Leadership, Staff Development, Interviews, Sales, Budgets, Sales Operations, Sales Compensation..., Uniform Combined State..., FINRA, 401k, Wholesale, Mutual Funds, Securities, Sales Compensation...
Education
University of Houston Law Center 1998 — 1998
N/A, Law
Stephen F. Austin State University 1994 — 1998
BBA, Finance
Randy Grad's Invesco US Experience October 2013 - March 2015
Job Charles River IMS expert
Industry Investment Management
Experience
Capital Group March 2015 - Present
Villain Technology Partners January 2011 - Present
Randy Jay Grad, LLC 2009 - Present
Wealth and Investment Management at Barclays August 2012 - June 2015
Invesco US October 2013 - March 2015
Deutsche Asset Management October 2010 - August 2012
Goldman Sachs March 2010 - October 2010
InSource Consulting December 2009 - March 2010
IFST Professionals April 2009 - December 2009
Compliance Science January 2008 - March 2009
Skills
Equities, Business Analysis, Fixed Income, Investment Management, Trading, SDLC, Order Management, Bloomberg, Charles River IMS, Trading Systems, Integration, Business Requirements, Financial Services, Asset Management, Project Management, Business Intelligence, Financial Markets, SQL, Portfolio Management, Hedge Funds, Derivatives, Securities, Investments, Microsoft SQL Server, Requirements Gathering, Options, Electronic Trading, FX Options, Alternative Investments, Investment Banking, Mutual Funds, Oracle, Crystal Reports, Business Objects, Production Support, Autosys, Eagle PACE, Market Data, Capital Markets, Solution Architecture, Enterprise Architecture
Education
The University of Connecticut School of Business 1997 — 2001
BS, MIS
Manchester High
Capital Group March 2015 - Present
Villain Technology Partners January 2011 - Present
Randy Jay Grad, LLC 2009 - Present
Wealth and Investment Management at Barclays August 2012 - June 2015
Invesco US October 2013 - March 2015
Deutsche Asset Management October 2010 - August 2012
Goldman Sachs March 2010 - October 2010
InSource Consulting December 2009 - March 2010
IFST Professionals April 2009 - December 2009
Compliance Science January 2008 - March 2009
Skills
Equities, Business Analysis, Fixed Income, Investment Management, Trading, SDLC, Order Management, Bloomberg, Charles River IMS, Trading Systems, Integration, Business Requirements, Financial Services, Asset Management, Project Management, Business Intelligence, Financial Markets, SQL, Portfolio Management, Hedge Funds, Derivatives, Securities, Investments, Microsoft SQL Server, Requirements Gathering, Options, Electronic Trading, FX Options, Alternative Investments, Investment Banking, Mutual Funds, Oracle, Crystal Reports, Business Objects, Production Support, Autosys, Eagle PACE, Market Data, Capital Markets, Solution Architecture, Enterprise Architecture
Education
The University of Connecticut School of Business 1997 — 2001
BS, MIS
Manchester High
Kelly Hurt's Invesco US Experience 1998 - 2001
Job Associate Director
Industry Real Estate
Experience
UBS 2015 - Present
Stream Realty Partners, L.P. June 2012 - June 2015
Behringer Harvard August 2005 - May 2012
Holt Lunsford Commercial October 2002 - July 2005
Westdale Asset Management January 2001 - October 2002
Invesco US 1998 - 2001
Trammell Crow Company 1990 - 1997
CF Accountants and Consultants 1985 - 1990
Skills
Leases, Investments, Due Diligence, Investment Properties, Disposition, Budgets, Accounting, Commercial Real Estate, Asset Management, Valuation, Acquisitions, Property Management, Real Estate Economics, Budget, Microsoft Office, Financial Analysis, Financial Reporting, Real Estate, Cash Flow, Dispositions
Education
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
UBS 2015 - Present
Stream Realty Partners, L.P. June 2012 - June 2015
Behringer Harvard August 2005 - May 2012
Holt Lunsford Commercial October 2002 - July 2005
Westdale Asset Management January 2001 - October 2002
Invesco US 1998 - 2001
Trammell Crow Company 1990 - 1997
CF Accountants and Consultants 1985 - 1990
Skills
Leases, Investments, Due Diligence, Investment Properties, Disposition, Budgets, Accounting, Commercial Real Estate, Asset Management, Valuation, Acquisitions, Property Management, Real Estate Economics, Budget, Microsoft Office, Financial Analysis, Financial Reporting, Real Estate, Cash Flow, Dispositions
Education
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
Lucille Sheng-French, CPA's Invesco US Experience February 2013 - Present
Job Finance & Accounting Consultant
Industry Financial Services
Experience
Invesco US February 2013 - Present
RGP August 2012 - February 2013
ING January 2006 - April 2012
GE Energy January 2005 - December 2005
ING December 2000 - December 2004
Aetna, INC. 1991 - December 2000
Skills
Controllership Functions, Mergers & Acquisitions, Divestitures, Financial due diligence, Internal Controls, accounting policy, Financial Reporting, SEC Financial Reporting, SOX 404, US GAAP, International..., Financial Accounting, Cross-functional Team..., Project Management, Business Process..., Leadership, Financial Planning &..., Managment Reporting, Finance Integration
Education
The University of Connecticut School of Business
Bachelor of Science in Business Administration
Invesco US February 2013 - Present
RGP August 2012 - February 2013
ING January 2006 - April 2012
GE Energy January 2005 - December 2005
ING December 2000 - December 2004
Aetna, INC. 1991 - December 2000
Skills
Controllership Functions, Mergers & Acquisitions, Divestitures, Financial due diligence, Internal Controls, accounting policy, Financial Reporting, SEC Financial Reporting, SOX 404, US GAAP, International..., Financial Accounting, Cross-functional Team..., Project Management, Business Process..., Leadership, Financial Planning &..., Managment Reporting, Finance Integration
Education
The University of Connecticut School of Business
Bachelor of Science in Business Administration
Sara Sciortino's Invesco US Experience June 2015 - Present
Job HR Contractor at Invesco US
Industry Logistics and Supply Chain
Experience
Invesco US June 2015 - Present
Parcelite July 2011 - June 2015
Invesco US June 2010 - December 2010
Morgan Stanley Investment Management June 2000 - June 2010
Skills
Performance Management, Employee Relations, Benefits Administration, Recruiting, Human Resources, Onboarding, Succession Planning, HRIS, Talent Management, Employee Benefits, Talent Acquisition, Employee Engagement, Training, Leadership, Change Management, Management
Education
Michigan State University 1992 — 1996
Bachelor of Arts, Business
Invesco US June 2015 - Present
Parcelite July 2011 - June 2015
Invesco US June 2010 - December 2010
Morgan Stanley Investment Management June 2000 - June 2010
Skills
Performance Management, Employee Relations, Benefits Administration, Recruiting, Human Resources, Onboarding, Succession Planning, HRIS, Talent Management, Employee Benefits, Talent Acquisition, Employee Engagement, Training, Leadership, Change Management, Management
Education
Michigan State University 1992 — 1996
Bachelor of Arts, Business
Christopher Crawford, MBA's Invesco US Experience February 2014 - Present
Job Sales Consultant at Invesco Southern California Territory
Industry Financial Services
Experience
Invesco US February 2014 - Present
IMA, Inc December 2011 - June 2013
Bacchus Foundation May 2013 - Present
The Kansas City Club 2012 - Present
United Way of Kansas City 2013 - Present
Arthur J. Gallagher & Co. August 2009 - December 2011
Americo Financial Life and Annuity June 2008 - August 2008
Lockton Companies June 2007 - August 2007
Tumminia Lincoln Mercury Mazda June 2006 - August 2006
Skills
Insurance, Risk Management, Direct Sales, Financial Analysis, Critical Thinking, Business Analysis, Strategic Leadership, Business Strategy, Complex Problem Solving, Cross-functional Team..., Contract Negotiation, Strategic Planning, New Business Development, Active Listening, Risk Analysis, Risk Assessment, Mergers & Acquisitions, Financial Accounting, Enterprise Risk..., Strategic Partnerships, Operations Management, Salesforce.com, Excel, PowerPoint, Word, Microsoft Works, Organizational..., Sales, Property & Casualty..., Employee Benefits, Negotiation, Program Management, Commercial Insurance
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master of Business Administration (MBA)- Executive Program/Global Business Leadership
Southern Methodist University 2005 — 2009
BSFA, Economics with Financial Applications
Rockhurst Jesuit High School 2001 — 2005
Invesco US February 2014 - Present
IMA, Inc December 2011 - June 2013
Bacchus Foundation May 2013 - Present
The Kansas City Club 2012 - Present
United Way of Kansas City 2013 - Present
Arthur J. Gallagher & Co. August 2009 - December 2011
Americo Financial Life and Annuity June 2008 - August 2008
Lockton Companies June 2007 - August 2007
Tumminia Lincoln Mercury Mazda June 2006 - August 2006
Skills
Insurance, Risk Management, Direct Sales, Financial Analysis, Critical Thinking, Business Analysis, Strategic Leadership, Business Strategy, Complex Problem Solving, Cross-functional Team..., Contract Negotiation, Strategic Planning, New Business Development, Active Listening, Risk Analysis, Risk Assessment, Mergers & Acquisitions, Financial Accounting, Enterprise Risk..., Strategic Partnerships, Operations Management, Salesforce.com, Excel, PowerPoint, Word, Microsoft Works, Organizational..., Sales, Property & Casualty..., Employee Benefits, Negotiation, Program Management, Commercial Insurance
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master of Business Administration (MBA)- Executive Program/Global Business Leadership
Southern Methodist University 2005 — 2009
BSFA, Economics with Financial Applications
Rockhurst Jesuit High School 2001 — 2005
Philip Armstrong's Invesco US Experience August 2015 - Present
Job Associate Portfolio Manager at Invesco US
Industry Financial Services
Experience
Invesco US August 2015 - Present
BlackRock March 2014 - July 2015
BlackRock June 2010 - March 2014
Kelley Drye & Warren LLP July 2009 - June 2010
Skidmore College September 2005 - May 2009
Skills
CRE, DCF, Microsoft Excel, Commercial Real Estate, Debt, Equity, SQL, Bloomberg, Finance, Equities, Financial Markets, Analytics, Asset Management, Capital Markets, Financial Modeling, Fixed Income, Portfolio Management, Structured Finance, Valuation, Financial Analysis, Investments
Education
Skidmore College 2005 — 2009
BS, Economics, Business
Invesco US August 2015 - Present
BlackRock March 2014 - July 2015
BlackRock June 2010 - March 2014
Kelley Drye & Warren LLP July 2009 - June 2010
Skidmore College September 2005 - May 2009
Skills
CRE, DCF, Microsoft Excel, Commercial Real Estate, Debt, Equity, SQL, Bloomberg, Finance, Equities, Financial Markets, Analytics, Asset Management, Capital Markets, Financial Modeling, Fixed Income, Portfolio Management, Structured Finance, Valuation, Financial Analysis, Investments
Education
Skidmore College 2005 — 2009
BS, Economics, Business
Donald Best's Invesco US Experience February 2012 - Present
Job Regional Vice PresidentInvesco
Industry Financial Services
Experience
Invesco US February 2012 - Present
Van Kampen/Invesco Ltd. December 2006 - February 2012
Skills
Mutual Funds, Separately Managed..., Investments, Sales, Portfolio Management, Series 63, Series 6, Series 7, Series 65, Asset Managment, Asset Allocation, Alternative Investments, Uniform Combined State..., Selling, Investment Strategies, Sales Operations, FINRA
Education
Michigan State University 1997 — 2001
BA, Eli Broad College of Business
Invesco US February 2012 - Present
Van Kampen/Invesco Ltd. December 2006 - February 2012
Skills
Mutual Funds, Separately Managed..., Investments, Sales, Portfolio Management, Series 63, Series 6, Series 7, Series 65, Asset Managment, Asset Allocation, Alternative Investments, Uniform Combined State..., Selling, Investment Strategies, Sales Operations, FINRA
Education
Michigan State University 1997 — 2001
BA, Eli Broad College of Business
Travette Webster's Invesco US Experience 2010 - Present
Job Global Investment Firm Supervisor
Industry Investment Management
Experience
Invesco US 2010 - Present
Skills
American Sign Language, Microsoft Office, Public Speaking, Event Planning, Research, Microsoft Excel, PowerPoint, Customer Service, Leadership, Nonprofits, Management
Education
The University of Texas at Austin 2005 — 2009
Bachelor's degree, Microbiology, General
Prairie View A&M University 2012 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Invesco US 2010 - Present
Skills
American Sign Language, Microsoft Office, Public Speaking, Event Planning, Research, Microsoft Excel, PowerPoint, Customer Service, Leadership, Nonprofits, Management
Education
The University of Texas at Austin 2005 — 2009
Bachelor's degree, Microbiology, General
Prairie View A&M University 2012 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Jesse Frazier's Invesco US Experience 2007 - 2009
Job Chief Compliance Officer, Invesco Investment Advisers, LLC at Invesco
Industry Investment Management
Experience
Invesco March 2013 - Present
Invesco Ltd. 2009 - 2013
Invesco US 2007 - 2009
Invesco US 2006 - 2007
Invesco US 2003 - 2006
Invesco US 2000 - 2003
Invesco US 1998 - 2000
Van Kampen Funds 1997 - 1998
Van Kampen Funds 1996 - 1997
Oppenheimer & Co. Inc. 1996 - 1996
Skills
Securities Regulation, Mutual Funds, Asset Managment, Series 24, Management, UCITS, AML, FINRA, Alternative Investments, Series 7, Securities, Charles River IMS, Hedge Funds, Series 63, Investment Management, ETFs, Asset Management
Education
University of Houston-Victoria 2005 — 2007
MBA, School of Business
Stephen F. Austin State University 1991 — 1996
Bachelor of Arts
Invesco March 2013 - Present
Invesco Ltd. 2009 - 2013
Invesco US 2007 - 2009
Invesco US 2006 - 2007
Invesco US 2003 - 2006
Invesco US 2000 - 2003
Invesco US 1998 - 2000
Van Kampen Funds 1997 - 1998
Van Kampen Funds 1996 - 1997
Oppenheimer & Co. Inc. 1996 - 1996
Skills
Securities Regulation, Mutual Funds, Asset Managment, Series 24, Management, UCITS, AML, FINRA, Alternative Investments, Series 7, Securities, Charles River IMS, Hedge Funds, Series 63, Investment Management, ETFs, Asset Management
Education
University of Houston-Victoria 2005 — 2007
MBA, School of Business
Stephen F. Austin State University 1991 — 1996
Bachelor of Arts
Adrian Moonian's Invesco US Experience August 2015 - Present
Job Senior Marketing Analytics Analyst at Invesco US
Industry Financial Services
Experience
Invesco US August 2015 - Present
JPMorgan Chase June 2014 - August 2015
Moody's Corporation June 2013 - June 2014
Morgan Stanley August 2008 - September 2011
Citi 2006 - 2007
Skills
Financial Modeling, Quantitative Analytics, Financial Services, Analytics, Fixed Income
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2005
BS, Finance
Invesco US August 2015 - Present
JPMorgan Chase June 2014 - August 2015
Moody's Corporation June 2013 - June 2014
Morgan Stanley August 2008 - September 2011
Citi 2006 - 2007
Skills
Financial Modeling, Quantitative Analytics, Financial Services, Analytics, Fixed Income
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2005
BS, Finance
Linda Thoun Maxwell's Invesco US Experience March 2015 - Present
Job Product Operations Marketer at Invesco US
Industry Investment Management
Experience
Invesco US March 2015 - Present
Invesco October 2013 - February 2015
Invesco Ltd. August 2011 - October 2013
Invesco Ltd. October 2007 - August 2011
Invesco Ltd. September 2006 - August 2007
Saltgrass Steakhouse May 2002 - October 2006
Havin's & Associates September 2001 - 2003
Skills
Mutual Funds, Product Marketing, Project Management, Continuous Improvement, Time Management, Microsoft Office, Series 6, Client Services, Team Leadership, Institutional..., Financial Services, Closed-end Funds, Money Market Funds, Institutional Investors, Client Education, Client Service Oriented, Highly detail oriented, Efficiency, Organization, Mentoring
Education
University of Houston 2012 — 2015
Master of Business Administration (M.B.A.), 3.9 GPA
University of Houston 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
Midland College 2000 — 2002
General Studies
Invesco US March 2015 - Present
Invesco October 2013 - February 2015
Invesco Ltd. August 2011 - October 2013
Invesco Ltd. October 2007 - August 2011
Invesco Ltd. September 2006 - August 2007
Saltgrass Steakhouse May 2002 - October 2006
Havin's & Associates September 2001 - 2003
Skills
Mutual Funds, Product Marketing, Project Management, Continuous Improvement, Time Management, Microsoft Office, Series 6, Client Services, Team Leadership, Institutional..., Financial Services, Closed-end Funds, Money Market Funds, Institutional Investors, Client Education, Client Service Oriented, Highly detail oriented, Efficiency, Organization, Mentoring
Education
University of Houston 2012 — 2015
Master of Business Administration (M.B.A.), 3.9 GPA
University of Houston 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
Midland College 2000 — 2002
General Studies
Chad J. Hart's Invesco US Experience September 2014 - Present
Job Senior Network Architect at Invesco
Industry Information Technology and Services
Experience
Invesco US September 2014 - Present
Willbros Group, Inc. March 2014 - September 2014
Technical & Scientific Application, Inc. (TSA) October 2011 - March 2014
All Covered March 2008 - October 2011
Skills
Cisco Technologies, Data Center, Virtualization, Network Security, Firewalls, Network Design, Network Engineering, Wireless Networking, Security, DNS, Active Directory, Servers, Troubleshooting, Cloud Computing, Windows Server, IT Service Management, Vendor Management, IT Operations, ITIL, Cisco Routers, Switches, VoIP, Disaster Recovery, Project Management, Information Security, Enterprise Architecture
Education
University of Houston-Downtown 2011 — 2013
Bachelor of Science (BS), Applied Mathematics
Texas A&M University 1999 — 2002
Computer Science
Invesco US September 2014 - Present
Willbros Group, Inc. March 2014 - September 2014
Technical & Scientific Application, Inc. (TSA) October 2011 - March 2014
All Covered March 2008 - October 2011
Skills
Cisco Technologies, Data Center, Virtualization, Network Security, Firewalls, Network Design, Network Engineering, Wireless Networking, Security, DNS, Active Directory, Servers, Troubleshooting, Cloud Computing, Windows Server, IT Service Management, Vendor Management, IT Operations, ITIL, Cisco Routers, Switches, VoIP, Disaster Recovery, Project Management, Information Security, Enterprise Architecture
Education
University of Houston-Downtown 2011 — 2013
Bachelor of Science (BS), Applied Mathematics
Texas A&M University 1999 — 2002
Computer Science
Jessica Cole's Invesco US Experience October 2014 - September 2015
Job Chief Compliance Officer for Jefferson National Financial
Industry Financial Services
Experience
Jefferson National Financial September 2015 - Present
Invesco US October 2014 - September 2015
Wednesday's Child, Inc. 2001 - October 2014
Invesco US June 2011 - September 2014
AEGON Asset Management 2010 - May 2011
Transamerica Investment Management, LLC 2010 - May 2011
Transamerica Investment Services, LLC 2010 - May 2011
American College of Investment Counsel 2006 - May 2011
AEGON USA Investment Management, LLC 2004 - May 2011
AEGON USA Investment Management, LLC 2002 - 2004
Skills
Investments, Due Diligence, Financial Services, Securities, Fixed Income, Investment Management, Operational Risk..., Financial Risk, Investment Advisory, Corporate Governance, Risk Management, Asset Management, Capital Markets, Derivatives, Mutual Funds, Securities Regulation, Corporate Finance, Compliance, Insurance, Hedge Funds, Bloomberg, Corporate Law, Banking
Education
Louis D. Brandeis School of Law at the University of Louisville 1997 — 2000
JD, 2000
University of Louisville 1991 — 1995
Bachelor of Science in Business Administration, Accounting
North Harrison High School 1987 — 1991
High School Diploma
Jefferson National Financial September 2015 - Present
Invesco US October 2014 - September 2015
Wednesday's Child, Inc. 2001 - October 2014
Invesco US June 2011 - September 2014
AEGON Asset Management 2010 - May 2011
Transamerica Investment Management, LLC 2010 - May 2011
Transamerica Investment Services, LLC 2010 - May 2011
American College of Investment Counsel 2006 - May 2011
AEGON USA Investment Management, LLC 2004 - May 2011
AEGON USA Investment Management, LLC 2002 - 2004
Skills
Investments, Due Diligence, Financial Services, Securities, Fixed Income, Investment Management, Operational Risk..., Financial Risk, Investment Advisory, Corporate Governance, Risk Management, Asset Management, Capital Markets, Derivatives, Mutual Funds, Securities Regulation, Corporate Finance, Compliance, Insurance, Hedge Funds, Bloomberg, Corporate Law, Banking
Education
Louis D. Brandeis School of Law at the University of Louisville 1997 — 2000
JD, 2000
University of Louisville 1991 — 1995
Bachelor of Science in Business Administration, Accounting
North Harrison High School 1987 — 1991
High School Diploma
William Weston's Invesco US Experience
Job Internal Sales Consultant at Invesco US
Industry Financial Services
Experience
Invesco US
Skills
Public Speaking, Customer Service, Financial Analysis, Leadership, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Photoshop, Social Media, Microsoft Office
Education
The University of Texas at Austin 2008 — 2011
The University of Texas at Austin 2007 — 2011
Bachelor of Arts (B.A.), Economics
Invesco US
Skills
Public Speaking, Customer Service, Financial Analysis, Leadership, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Photoshop, Social Media, Microsoft Office
Education
The University of Texas at Austin 2008 — 2011
The University of Texas at Austin 2007 — 2011
Bachelor of Arts (B.A.), Economics
Lisa Curran-Barker's Invesco US Experience January 1995 - July 2003
Job Trust Administrator at Rockland Trust Company
Industry Banking
Experience
Rockland Trust Company November 2007 - Present
Invesco US January 1995 - July 2003
BNY Mellon January 1993 - June 1995
Education
Providence College 1984 — 1988
Finance, General
Rockland Trust Company November 2007 - Present
Invesco US January 1995 - July 2003
BNY Mellon January 1993 - June 1995
Education
Providence College 1984 — 1988
Finance, General
Curtis Hollis's Invesco US Experience January 2014 - Present
Job Fund Accountant at Invesco US
Industry Banking
Experience
Invesco US January 2014 - Present
Invesco US June 2013 - December 2013
Argonaut Group August 2010 - December 2010
Bank of America February 2009 - August 2010
U.V. Country January 2007 - February 2009
Skills
Internal Audit, Financial Modeling, Underwriting, Microsoft Office, Investment Banking, Microsoft Excel, Financial Analysis, Data Analysis, Account Reconciliation, Accounts Receivable, Accounts Payable, Mutual Funds, Derivatives, Equity Trading, Foreign Currency..., Bloomberg Terminal, Fixed Income, Annual Reports, Managing Database, Team Leadership, SAP Portal, Operations Management, SOX Compliancy, Business Process..., Fund Accounting, Account Management, G/L Reconciliations, Corporate Finance, Communication, Customer Service, Strategic Planning, Risk Analysis, Timely Decision Making, Time Management, Credit Risk, Risk Assessment, Commercial Insurance, Warehouse Management, Internal Controls, Process Control, Banking, Sarbanes-Oxley Act
Education
Texas Southern University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Invesco US January 2014 - Present
Invesco US June 2013 - December 2013
Argonaut Group August 2010 - December 2010
Bank of America February 2009 - August 2010
U.V. Country January 2007 - February 2009
Skills
Internal Audit, Financial Modeling, Underwriting, Microsoft Office, Investment Banking, Microsoft Excel, Financial Analysis, Data Analysis, Account Reconciliation, Accounts Receivable, Accounts Payable, Mutual Funds, Derivatives, Equity Trading, Foreign Currency..., Bloomberg Terminal, Fixed Income, Annual Reports, Managing Database, Team Leadership, SAP Portal, Operations Management, SOX Compliancy, Business Process..., Fund Accounting, Account Management, G/L Reconciliations, Corporate Finance, Communication, Customer Service, Strategic Planning, Risk Analysis, Timely Decision Making, Time Management, Credit Risk, Risk Assessment, Commercial Insurance, Warehouse Management, Internal Controls, Process Control, Banking, Sarbanes-Oxley Act
Education
Texas Southern University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Erik Buchel's Invesco US Experience May 2014 - August 2014
Job Investment Banking Analyst at Wells Fargo Securities
Industry
Experience
Wells Fargo Securities June 2015 - Present
Invesco US May 2014 - August 2014
KPMG June 2013 - August 2013
Chapwood Investments, LLC January 2013 - May 2013
Failsafe Media Company May 2012 - August 2012
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Finance and Economics, 3.92
Wells Fargo Securities June 2015 - Present
Invesco US May 2014 - August 2014
KPMG June 2013 - August 2013
Chapwood Investments, LLC January 2013 - May 2013
Failsafe Media Company May 2012 - August 2012
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Finance and Economics, 3.92
Niccolo Buchelli's Invesco US Experience February 2015 - Present
Job Fund Accountant I at Invesco US
Industry Investment Management
Experience
Invesco US February 2015 - Present
Angelos's Pizza & Pasta March 2010 - Present
Invesco US May 2014 - February 2015
Skills
Finance, Accounting, Teamwork, Financial Reporting, Financial Analysis, Microsoft Excel, Statistics, Research, Investments, Leadership, Futures Trading, Critical Thinking, Performance Attribution, Data Analysis, PowerPoint, Time Management, Familiar with Spanish..., Analysis, Microsoft Office, Customer Service, Software Documentation, Equity Valuation, Microsoft Word, Mutual Funds, Equities, Modern Portfolio Theory, Derivatives, Fundamental Analysis
Education
University of Houston 2013 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Overall GPA- 3.699, Finance GPA- 3.76
San Jacinto College 2011 — 2012
A.A, Business Administration, GPA 3.8
Clear Lake High School 2007 — 2011
High School Diploma, 4.4
.
Invesco US February 2015 - Present
Angelos's Pizza & Pasta March 2010 - Present
Invesco US May 2014 - February 2015
Skills
Finance, Accounting, Teamwork, Financial Reporting, Financial Analysis, Microsoft Excel, Statistics, Research, Investments, Leadership, Futures Trading, Critical Thinking, Performance Attribution, Data Analysis, PowerPoint, Time Management, Familiar with Spanish..., Analysis, Microsoft Office, Customer Service, Software Documentation, Equity Valuation, Microsoft Word, Mutual Funds, Equities, Modern Portfolio Theory, Derivatives, Fundamental Analysis
Education
University of Houston 2013 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Overall GPA- 3.699, Finance GPA- 3.76
San Jacinto College 2011 — 2012
A.A, Business Administration, GPA 3.8
Clear Lake High School 2007 — 2011
High School Diploma, 4.4
.
Shannon Zeng's Invesco US Experience July 2015 - Present
Job CPA, Chartered Accountant
Industry Accounting
Experience
Invesco US July 2015 - Present
Invesco December 2013 - July 2015
Invesco April 2013 - November 2013
Neighborhood Centers Inc. January 2013 - April 2013
Bongiorno & Partners (VIC) Pty Ltd March 2012 - May 2012
KBH Partners Pty Ltd September 2008 - October 2011
Education
Monash University 2005 — 2007
Master of Practising Accounting & Business Law
Invesco US July 2015 - Present
Invesco December 2013 - July 2015
Invesco April 2013 - November 2013
Neighborhood Centers Inc. January 2013 - April 2013
Bongiorno & Partners (VIC) Pty Ltd March 2012 - May 2012
KBH Partners Pty Ltd September 2008 - October 2011
Education
Monash University 2005 — 2007
Master of Practising Accounting & Business Law
Nima Parikh, CPA's Invesco US Experience June 2014 - Present
Job Assistant Controller at Invesco US
Industry Investment Banking
Experience
Invesco US June 2014 - Present
Goldman Sachs November 2008 - June 2014
Capital Analytics June 2008 - November 2008
Hitachi Consulting October 2007 - June 2008
Deloitte May 2006 - October 2007
Skills
Financial Reporting, Real Estate, Financial Accounting, Accounting, Financial Modeling, CPA, Private Equity, GAAP, US GAAP, Financial Analysis, Expatriate Tax
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin 2001 — 2005
Master in Professional Accounting (MPA), Accounting
Invesco US June 2014 - Present
Goldman Sachs November 2008 - June 2014
Capital Analytics June 2008 - November 2008
Hitachi Consulting October 2007 - June 2008
Deloitte May 2006 - October 2007
Skills
Financial Reporting, Real Estate, Financial Accounting, Accounting, Financial Modeling, CPA, Private Equity, GAAP, US GAAP, Financial Analysis, Expatriate Tax
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin 2001 — 2005
Master in Professional Accounting (MPA), Accounting
Enrique Pinon's Invesco US Experience 2000 - 2004
Job IT Operations Manager at Forest Grove School District
Industry Information Technology and Services
Experience
Forest Grove School District July 2015 - Present
Forest Grove School District 2007 - June 2015
Texas Department of Insurance 2004 - 2007
Invesco US 2000 - 2004
Invesco US 1998 - 2000
Invesco US 1996 - 1998
Skills
Technology Integration, Microsoft Office, Project Management, Educational Technology, Team Leadership, Process Improvement, Active Directory, Network Administration, Windows Server, DNS, Microsoft Exchange, Cisco IOS, Cisco Wireless, Cisco Routers, Cisco VoIP, VMware, Group Policy, Technology Coaching
Education
The University of Texas at Austin 1992 — 1995
Bachelor of Arts (B.A.), Economics
Forest Grove School District July 2015 - Present
Forest Grove School District 2007 - June 2015
Texas Department of Insurance 2004 - 2007
Invesco US 2000 - 2004
Invesco US 1998 - 2000
Invesco US 1996 - 1998
Skills
Technology Integration, Microsoft Office, Project Management, Educational Technology, Team Leadership, Process Improvement, Active Directory, Network Administration, Windows Server, DNS, Microsoft Exchange, Cisco IOS, Cisco Wireless, Cisco Routers, Cisco VoIP, VMware, Group Policy, Technology Coaching
Education
The University of Texas at Austin 1992 — 1995
Bachelor of Arts (B.A.), Economics
Rich Carney, CFA's Invesco US Experience January 2000 - June 2004
Job Research Analyst at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group March 2015 - Present
Gerlach, Way, Scarth & Associates May 2014 - February 2015
Platte River Capital June 2009 - November 2013
The Boston Company Asset Management, LLC September 2007 - January 2009
Silvergate Capital Management August 2004 - August 2007
Invesco US January 2000 - June 2004
Fidelity Investments January 1997 - January 2000
Lipper Analytical Services May 1994 - January 1997
Education
Northeastern University 1998 — 2000
Master's degree, Finance, General
Rutgers University-New Brunswick 1988 — 1991
Bachelor of Arts (B.A.), Economics
Janus Capital Group March 2015 - Present
Gerlach, Way, Scarth & Associates May 2014 - February 2015
Platte River Capital June 2009 - November 2013
The Boston Company Asset Management, LLC September 2007 - January 2009
Silvergate Capital Management August 2004 - August 2007
Invesco US January 2000 - June 2004
Fidelity Investments January 1997 - January 2000
Lipper Analytical Services May 1994 - January 1997
Education
Northeastern University 1998 — 2000
Master's degree, Finance, General
Rutgers University-New Brunswick 1988 — 1991
Bachelor of Arts (B.A.), Economics
Heather (Middlebrook) Byrnes's Invesco US Experience January 1998 - October 2001
Job
Industry
Experience
Enron October 2001 - May 2002
Invesco US January 1998 - October 2001
Education
Texas A&M University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Enron October 2001 - May 2002
Invesco US January 1998 - October 2001
Education
Texas A&M University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Ashley Vallone's Invesco US Experience August 2012 - Present
Job Travel and Event Specialist at Invesco US
Industry Investment Management
Experience
Invesco US August 2012 - Present
Education
Texas Christian University 2008 — 2012
Invesco US August 2012 - Present
Education
Texas Christian University 2008 — 2012
Carrie Westfall's Invesco US Experience
Job Retirement and Insurance Sales Consultant at Invesco US
Industry Investment Management
Experience
Invesco US
Education
Texas A&M University 1991 — 1995
Bachelor of Arts (B.A.)
Invesco US
Education
Texas A&M University 1991 — 1995
Bachelor of Arts (B.A.)