Invesco US
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Invesco US Employees
Employee
Years
Job
Industry
Brian Boatwright PMP, CSM Brian Boatwright PMP, CSM's Invesco US Experience March 2015 - Present
Job Manager PMO at Invesco US
Industry Investment Management
Experience
Invesco US March 2015 - Present
Invesco US April 2013 - Present
Invesco July 2010 - Present
Invesco January 2005 - April 2010
Invesco January 2004 - January 2005
Invesco January 2002 - January 2004
Invesco July 2000 - January 2002
Skills
Lean Management, Lean Transformation, A3 Thinking, Value Stream Mapping, Program Management, Continuous Improvement, Project Management, Agile Project Management, Project Portfolio..., Business Analysis, PMP, Certified Project..., Scrum, Risk Management, Leadership, Financial Systems, Network Security, Legal Compliance, Trade Compliance, Document Management, Charles River IMS, Process Improvement, Quality Improvement, Kaizen
Education
University of Houston 1998 — 2000
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
University of Houston-Clear Lake 1996 — 1998
Bachelor of Science (B.S.), Legal Studies, General
Invesco US March 2015 - Present
Invesco US April 2013 - Present
Invesco July 2010 - Present
Invesco January 2005 - April 2010
Invesco January 2004 - January 2005
Invesco January 2002 - January 2004
Invesco July 2000 - January 2002
Skills
Lean Management, Lean Transformation, A3 Thinking, Value Stream Mapping, Program Management, Continuous Improvement, Project Management, Agile Project Management, Project Portfolio..., Business Analysis, PMP, Certified Project..., Scrum, Risk Management, Leadership, Financial Systems, Network Security, Legal Compliance, Trade Compliance, Document Management, Charles River IMS, Process Improvement, Quality Improvement, Kaizen
Education
University of Houston 1998 — 2000
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
University of Houston-Clear Lake 1996 — 1998
Bachelor of Science (B.S.), Legal Studies, General
Candice Sifuentes Candice Sifuentes's Invesco US Experience June 2007 - February 2008
Job RN BSN BBA
Industry Hospital & Health Care
Experience
First Surgical Partners, LLC September 2014 - Present
HCA April 2014 - September 2014
MD Anderson Cancer Center September 2011 - April 2014
Invesco US June 2007 - February 2008
Consumer Direct Mortgage August 2002 - December 2005
Skills
Plastic Surgery, Facial Plastic &..., Registered Nurses, Operating Room, Surgery, Critical Care, BLS, Nursing, ACLS, Medical/Surgical, Acute Care, Hospitals, General Surgery, Surgical Instruments, Surgical Oncology, Inpatient, Patient Advocacy, Patient Safety, Medical-Surgical, Healthcare, Medicine, Leadership, Healthcare Information..., Customer Service, HIPAA, Strategic Planning, Music Production, Healthcare Management, Clinical Research
Education
The University of Texas Health Science Center at Houston 2009 — 2011
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
University of Houston 2004 — 2007
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
First Surgical Partners, LLC September 2014 - Present
HCA April 2014 - September 2014
MD Anderson Cancer Center September 2011 - April 2014
Invesco US June 2007 - February 2008
Consumer Direct Mortgage August 2002 - December 2005
Skills
Plastic Surgery, Facial Plastic &..., Registered Nurses, Operating Room, Surgery, Critical Care, BLS, Nursing, ACLS, Medical/Surgical, Acute Care, Hospitals, General Surgery, Surgical Instruments, Surgical Oncology, Inpatient, Patient Advocacy, Patient Safety, Medical-Surgical, Healthcare, Medicine, Leadership, Healthcare Information..., Customer Service, HIPAA, Strategic Planning, Music Production, Healthcare Management, Clinical Research
Education
The University of Texas Health Science Center at Houston 2009 — 2011
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
University of Houston 2004 — 2007
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Joanna Irwin Joanna Irwin's Invesco US Experience September 2007 - Present
Job Head of US Marketing at Invesco Distributors, Inc.
Industry Financial Services
Experience
Invesco US September 2007 - Present
Merrill Lynch July 2005 - September 2007
AMVESCAP Retirement, Inc. March 2002 - July 2005
Scient, Inc. (formerly iXL, Inc.) August 1999 - March 2002
Regence BlueShield September 1998 - July 1999
Stock Up, Inc. January 1997 - September 1998
Camera One August 1995 - December 1996
Education
University of North Carolina at Chapel Hill 1991 — 1995
B.A., Psychology and Radio, Television, Motion Pictures
The Westminster Schools
High School Diploma
Invesco US September 2007 - Present
Merrill Lynch July 2005 - September 2007
AMVESCAP Retirement, Inc. March 2002 - July 2005
Scient, Inc. (formerly iXL, Inc.) August 1999 - March 2002
Regence BlueShield September 1998 - July 1999
Stock Up, Inc. January 1997 - September 1998
Camera One August 1995 - December 1996
Education
University of North Carolina at Chapel Hill 1991 — 1995
B.A., Psychology and Radio, Television, Motion Pictures
The Westminster Schools
High School Diploma
Kirbe Llabra's Invesco US Experience 2015 - Present
Job Client Services at Invesco US
Industry Public Relations and Communications
Experience
Invesco US 2015 - Present
J&L Marketing, Inc. 2015 - Present
PLS Logistics Services 2014 - 2015
Intrigue Medical Spa 2011 - 2011
Skills
Sales, Marketing, Recruiting, Business Networking, Public Relations, Public Speaking, Graphic Design, News Writing, Report Writing, Media Relations, Organization, Event Planning, Event Management, Microsoft Office, Human Resources, Training, Logo Design, Brand Development, Business Development, Illustration, Customer Service, PowerPoint, Social Media
Education
University of Houston 2009 — 2013
Bachelor of Arts (B.A.), Public Relations, Business
Invesco US 2015 - Present
J&L Marketing, Inc. 2015 - Present
PLS Logistics Services 2014 - 2015
Intrigue Medical Spa 2011 - 2011
Skills
Sales, Marketing, Recruiting, Business Networking, Public Relations, Public Speaking, Graphic Design, News Writing, Report Writing, Media Relations, Organization, Event Planning, Event Management, Microsoft Office, Human Resources, Training, Logo Design, Brand Development, Business Development, Illustration, Customer Service, PowerPoint, Social Media
Education
University of Houston 2009 — 2013
Bachelor of Arts (B.A.), Public Relations, Business
Matthew Sullivan Matthew Sullivan's Invesco US Experience 2014 - Present
Job Vice President Finance and IT
Industry Telecommunications
Experience
Invesco US 2014 - Present
American Tower 2010 - 2014
American Tower 2009 - 2010
American Tower 2008 - 2009
American Tower 2006 - 2008
American Tower 2002 - 2006
Lend Lease 2000 - 2001
EY Consulting Practice 2000 - 2000
Deloitte: Management Solutions & Services Consulting 1996 - 2000
Deloitte 1994 - 1996
Skills
Telecommunications, Mergers & Acquisitions, Cross-functional Team..., Program Management, Vendor Management, Wireless, Strategy, Process Improvement, Due Diligence, Start-ups, Sarbanes-Oxley Act, Financial & Management..., Business Intelligence &..., Planning Budgeting &..., Information Technology..., Executive Business..., Project Management, Systems Production..., Business Process..., Performance Management..., Revenue & Expense..., Systems Selection &..., 6 SIGMA/Process..., Business Development, Business Acquisition..., Acquisition Integration, Strategic Partnerships, Executive Management, Business Strategy, IT Management, Management
Education
University of South Carolina - The Moore School of Business
Master's Degree, Accounting
University of South Carolina - The Moore School of Business
Bachelor's Degree, Finance
Invesco US 2014 - Present
American Tower 2010 - 2014
American Tower 2009 - 2010
American Tower 2008 - 2009
American Tower 2006 - 2008
American Tower 2002 - 2006
Lend Lease 2000 - 2001
EY Consulting Practice 2000 - 2000
Deloitte: Management Solutions & Services Consulting 1996 - 2000
Deloitte 1994 - 1996
Skills
Telecommunications, Mergers & Acquisitions, Cross-functional Team..., Program Management, Vendor Management, Wireless, Strategy, Process Improvement, Due Diligence, Start-ups, Sarbanes-Oxley Act, Financial & Management..., Business Intelligence &..., Planning Budgeting &..., Information Technology..., Executive Business..., Project Management, Systems Production..., Business Process..., Performance Management..., Revenue & Expense..., Systems Selection &..., 6 SIGMA/Process..., Business Development, Business Acquisition..., Acquisition Integration, Strategic Partnerships, Executive Management, Business Strategy, IT Management, Management
Education
University of South Carolina - The Moore School of Business
Master's Degree, Accounting
University of South Carolina - The Moore School of Business
Bachelor's Degree, Finance
Christopher Rynn Christopher Rynn's Invesco US Experience August 2014 - Present
Job Associate Analyst at Invesco
Industry Financial Services
Experience
Invesco US August 2014 - Present
Invesco US March 2013 - July 2014
Invesco US June 2011 - February 2013
Deutsche Bank June 2010 - June 2011
Deutsche Bank May 2009 - June 2010
Fisher Investments June 2008 - January 2009
Fisher Investments July 2007 - May 2008
Skills
SQL, Charles River IMS, Trading Systems, Finance, Software Project..., Financial Modeling, Trade Compliance, Change Management, Requirements Analysis, Problem Solving, Management, Investments, Asset Management
Education
University of Dayton 2002 — 2007
Bachelor of Science, Finance
Invesco US August 2014 - Present
Invesco US March 2013 - July 2014
Invesco US June 2011 - February 2013
Deutsche Bank June 2010 - June 2011
Deutsche Bank May 2009 - June 2010
Fisher Investments June 2008 - January 2009
Fisher Investments July 2007 - May 2008
Skills
SQL, Charles River IMS, Trading Systems, Finance, Software Project..., Financial Modeling, Trade Compliance, Change Management, Requirements Analysis, Problem Solving, Management, Investments, Asset Management
Education
University of Dayton 2002 — 2007
Bachelor of Science, Finance
DJ Ponder's Invesco US Experience January 2015 - Present
Job Internal Sales Consultant
Industry Financial Services
Experience
Invesco US January 2015 - Present
Invesco September 2013 - January 2015
Tulane Football Team 2008 - 2012
Skills
Critical Thinking, Problem Solving, Communication Skills, Leadership, Analysis, Data Analysis
Education
Tulane University 2008 — 2012
Bachelor of Arts (BA), Political Science
Invesco US January 2015 - Present
Invesco September 2013 - January 2015
Tulane Football Team 2008 - 2012
Skills
Critical Thinking, Problem Solving, Communication Skills, Leadership, Analysis, Data Analysis
Education
Tulane University 2008 — 2012
Bachelor of Arts (BA), Political Science
Caroline Sam Caroline Sam's Invesco US Experience March 2014 - Present
Job Financial Reporting at Invesco Inc.
Industry Financial Services
Experience
Invesco US March 2014 - Present
Photography 2008 - Present
BNY Mellon February 2013 - January 2014
Sirius XM Radio Inc. 2012 - August 2012
Society of Prevention of Cruelty to Animals September 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Forecasting, Budgets, Financial Analysis, Financial Reporting, Photoshop, Social Media, Portfolio Management, Digital Photography, Non-profits, Lightroom, Team-oriented, Project Management, Nonprofits, Investment Banking, Account Reconciliation, Stock Market, Investments, Bloomberg Terminal, PowerPoint, Teamwork, Customer Service
Education
University of St. Thomas (TX) 2014 — 2016
Masters of Science in Accounting & Finance, Accounting and Finance
University of Houston 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Invesco US March 2014 - Present
Photography 2008 - Present
BNY Mellon February 2013 - January 2014
Sirius XM Radio Inc. 2012 - August 2012
Society of Prevention of Cruelty to Animals September 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Forecasting, Budgets, Financial Analysis, Financial Reporting, Photoshop, Social Media, Portfolio Management, Digital Photography, Non-profits, Lightroom, Team-oriented, Project Management, Nonprofits, Investment Banking, Account Reconciliation, Stock Market, Investments, Bloomberg Terminal, PowerPoint, Teamwork, Customer Service
Education
University of St. Thomas (TX) 2014 — 2016
Masters of Science in Accounting & Finance, Accounting and Finance
University of Houston 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Joseph Monardo's Invesco US Experience May 2013 - July 2013
Job Business Management Associate at General Mills
Industry Consumer Goods
Experience
General Mills August 2014 - Present
The Observer Newspaper, University of Notre Dame September 2010 - March 2014
Invesco US May 2013 - July 2013
Skills
Journalism, InDesign, Stata, Data Analysis
Education
University of Notre Dame 2010 — 2014
Bachelor of Arts (B.A)., International Economics
Marist School 2006 — 2010
High School Diploma
General Mills August 2014 - Present
The Observer Newspaper, University of Notre Dame September 2010 - March 2014
Invesco US May 2013 - July 2013
Skills
Journalism, InDesign, Stata, Data Analysis
Education
University of Notre Dame 2010 — 2014
Bachelor of Arts (B.A)., International Economics
Marist School 2006 — 2010
High School Diploma
Jacoby Wilkerson's Invesco US Experience January 2015 - Present
Job Fund Accountant PartTime/Contractor at Invesco US
Industry Financial Services
Experience
Invesco US January 2015 - Present
Invesco US May 2014 - August 2014
Junior Achievement of Houston August 2007 - March 2011
Skills
Financial Analysis, Managerial Finance, Financial Accounting, Statistics, Bookkeeping, Accounting, Cash Handling Experience, Cash Register, Cashiering, Public Relations, Public Speaking, Management, Adobe, Microsoft Office, Communication Skills, Net Asset Valuation, Data Analysis, Account Reconciliation
Education
University of Houston 2011 — 2015
Bachelor of Business Administration (BBA), Majoring Finance and Minor in Management, Magna Cum Laude
George Washington Carver Magnet High School 2007 — 2011
Magna Cum Laude Grad, Engineering, ranked 8th in graduating class out 153 students
Invesco US January 2015 - Present
Invesco US May 2014 - August 2014
Junior Achievement of Houston August 2007 - March 2011
Skills
Financial Analysis, Managerial Finance, Financial Accounting, Statistics, Bookkeeping, Accounting, Cash Handling Experience, Cash Register, Cashiering, Public Relations, Public Speaking, Management, Adobe, Microsoft Office, Communication Skills, Net Asset Valuation, Data Analysis, Account Reconciliation
Education
University of Houston 2011 — 2015
Bachelor of Business Administration (BBA), Majoring Finance and Minor in Management, Magna Cum Laude
George Washington Carver Magnet High School 2007 — 2011
Magna Cum Laude Grad, Engineering, ranked 8th in graduating class out 153 students
John Paul Borrego John Paul Borrego's Invesco US Experience November 2014 - Present
Job Fund Accountant 1
Industry Financial Services
Experience
Invesco US November 2014 - Present
U.S. Army September 2007 - September 2013
Investment Society January 2012 - May 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Research, Public Speaking, Financial Analysis, Accounting, Banking, Teaching, Market Research, Data Analysis, Management, Employee Training, Fitness Training
Education
The University of Texas at San Antonio 2009 — 2013
BBA in Finance, Investments and Securities
Univeristy of Texas at San Antonio 2009 — 2013
BBA of Finance
Invesco US November 2014 - Present
U.S. Army September 2007 - September 2013
Investment Society January 2012 - May 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Research, Public Speaking, Financial Analysis, Accounting, Banking, Teaching, Market Research, Data Analysis, Management, Employee Training, Fitness Training
Education
The University of Texas at San Antonio 2009 — 2013
BBA in Finance, Investments and Securities
Univeristy of Texas at San Antonio 2009 — 2013
BBA of Finance
Shaylyn Blake Shaylyn Blake's Invesco US Experience July 2014 - Present
Job Business Support Analyst Invesco Fixed Income
Industry Investment Management
Experience
Invesco US July 2014 - Present
Invesco US February 2014 - July 2014
Invesco Ltd. July 2012 - February 2014
Invesco July 2011 - July 2012
McDowell Pearman, LLC. February 2011 - July 2011
Hunting Creek May 2009 - June 2010
Integrity Homes and Renovations June 2005 - August 2007
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Communication, Variance Analysis, PeopleSoft, Time Management, Oracle, Accounting, Access, SharePoint, Databases, SEC filings, Oracle Discoverer, BlackRock Aladdin, Auditing, Microsoft Office, Journal Entries, Teamwork, Timely Decision Making, Financial Statements, Financial Reporting, Financial Accounting, Account Reconciliation, Internal Controls, Sarbanes-Oxley Act, US GAAP, Accruals, Outlook, Clarity
Education
University of South Carolina-Columbia 2007 — 2011
B.S., Accounting
Invesco US July 2014 - Present
Invesco US February 2014 - July 2014
Invesco Ltd. July 2012 - February 2014
Invesco July 2011 - July 2012
McDowell Pearman, LLC. February 2011 - July 2011
Hunting Creek May 2009 - June 2010
Integrity Homes and Renovations June 2005 - August 2007
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Communication, Variance Analysis, PeopleSoft, Time Management, Oracle, Accounting, Access, SharePoint, Databases, SEC filings, Oracle Discoverer, BlackRock Aladdin, Auditing, Microsoft Office, Journal Entries, Teamwork, Timely Decision Making, Financial Statements, Financial Reporting, Financial Accounting, Account Reconciliation, Internal Controls, Sarbanes-Oxley Act, US GAAP, Accruals, Outlook, Clarity
Education
University of South Carolina-Columbia 2007 — 2011
B.S., Accounting
Nirav Sheth Nirav Sheth's Invesco US Experience May 2014 - May 2015
Job Finance Intern at Shell
Industry Oil & Energy
Experience
Shell June 2015 - Present
Invesco US May 2014 - May 2015
WyzAnt Tutoring October 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English
Education
University of Houston 2011 — 2016
Bachelor of Business Administration (BBA), Accounting, Finance, Global Energy Management
Shell June 2015 - Present
Invesco US May 2014 - May 2015
WyzAnt Tutoring October 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English
Education
University of Houston 2011 — 2016
Bachelor of Business Administration (BBA), Accounting, Finance, Global Energy Management
Eric Grauer Eric Grauer's Invesco US Experience June 2015 - Present
Job Regional Associate
Industry Financial Services
Experience
Invesco US June 2015 - Present
West Suburban Bank January 2013 - June 2015
STC Capital Bank October 2012 - January 2013
First Midwest Bank June 2004 - July 2012
Skills
Commercial Lending, Loans, Financial Analysis, Commercial Banking, Sales, Portfolio Management, Sales Presentations, Business Analysis, Cash Management, Small Business, Consumer Lending, Banking, Small Business Lending, Management, Business Development, Customer Service, Finance, Credit, Mortgage Lending, Negotiation
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
St. Joseph High School 1997 — 2000
Invesco US June 2015 - Present
West Suburban Bank January 2013 - June 2015
STC Capital Bank October 2012 - January 2013
First Midwest Bank June 2004 - July 2012
Skills
Commercial Lending, Loans, Financial Analysis, Commercial Banking, Sales, Portfolio Management, Sales Presentations, Business Analysis, Cash Management, Small Business, Consumer Lending, Banking, Small Business Lending, Management, Business Development, Customer Service, Finance, Credit, Mortgage Lending, Negotiation
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
St. Joseph High School 1997 — 2000
Devangi Thakkar, CPA, CA Devangi Thakkar, CPA, CA's Invesco US Experience October 2014 - Present
Job CFA Level III candidate
Industry Financial Services
Experience
Invesco US October 2014 - Present
Invesco December 2013 - September 2014
Invesco August 2013 - November 2013
Invesco April 2013 - August 2013
National Stock Exchange of India Limited November 2009 - November 2010
BNP Paribas September 2008 - September 2009
J.M.Gada &Associates August 2007 - August 2008
Khimji Kunverji & Co. April 2006 - August 2007
Skills
Financial Reporting, US GAAP, IFRS, Audit, Financial Analysis, SOX, MS Office Suite, Business Objects, Sybase, FoxPro, Accounting, Variance Analysis, Budgeting, Auditing, Sarbanes-Oxley Act, Finance, Tax, Financial Audits, General Ledger, Financial Statements, Microsoft Office, Budgets, Business Planning, Financial Accounting, Bloomberg, Mutual Funds, Hedge Funds, Valuation, Financial Services, CPA, Portfolio Management, Asset Management, Fixed Income, Alternative Investments, Capital Markets, Banking, Derivatives, Analysis, Financial Modeling, Internal Controls, Management, Risk Management
Education
University of Houston-Victoria 2013 — 2014
Global Master of Business Administration (MBA), Accounting and Finance
University of Mumbai 2001 — 2006
Bachelor's degree, Financial Accounting, Auditing and Taxation, 3.75
Invesco US October 2014 - Present
Invesco December 2013 - September 2014
Invesco August 2013 - November 2013
Invesco April 2013 - August 2013
National Stock Exchange of India Limited November 2009 - November 2010
BNP Paribas September 2008 - September 2009
J.M.Gada &Associates August 2007 - August 2008
Khimji Kunverji & Co. April 2006 - August 2007
Skills
Financial Reporting, US GAAP, IFRS, Audit, Financial Analysis, SOX, MS Office Suite, Business Objects, Sybase, FoxPro, Accounting, Variance Analysis, Budgeting, Auditing, Sarbanes-Oxley Act, Finance, Tax, Financial Audits, General Ledger, Financial Statements, Microsoft Office, Budgets, Business Planning, Financial Accounting, Bloomberg, Mutual Funds, Hedge Funds, Valuation, Financial Services, CPA, Portfolio Management, Asset Management, Fixed Income, Alternative Investments, Capital Markets, Banking, Derivatives, Analysis, Financial Modeling, Internal Controls, Management, Risk Management
Education
University of Houston-Victoria 2013 — 2014
Global Master of Business Administration (MBA), Accounting and Finance
University of Mumbai 2001 — 2006
Bachelor's degree, Financial Accounting, Auditing and Taxation, 3.75
Alyce Mui Alyce Mui's Invesco US Experience December 2004 - May 2006
Job Account Manager at EMPOWER Retirement
Industry Financial Services
Experience
Empower Retirement April 2014 - Present
Empower Retirement February 2011 - April 2014
Empower Retirement November 2009 - February 2011
Invesco December 2004 - August 2009
Invesco May 2006 - May 2007
Invesco US December 2004 - May 2006
Skills
Series 6, Change Management, Process Improvement, Series 63, Mutual Funds, Investments, Leadership, 401k, Employee Training, Management, Retirement, Analysis, Call Centers, Strategy, Training
Education
University of Northern Colorado 2000 — 2004
BA, Economics
Empower Retirement April 2014 - Present
Empower Retirement February 2011 - April 2014
Empower Retirement November 2009 - February 2011
Invesco December 2004 - August 2009
Invesco May 2006 - May 2007
Invesco US December 2004 - May 2006
Skills
Series 6, Change Management, Process Improvement, Series 63, Mutual Funds, Investments, Leadership, 401k, Employee Training, Management, Retirement, Analysis, Call Centers, Strategy, Training
Education
University of Northern Colorado 2000 — 2004
BA, Economics
Jared Farris's Invesco US Experience May 2015 - Present
Job Fund Accountant
Industry Investment Management
Experience
Invesco US May 2015 - Present
Fidelity Investments January 2014 - April 2015
Noble Americas Energy Solutions, LLC July 2013 - December 2013
Fidelity Investments June 2012 - May 2013
Skills
Investments, Leadership, Investment Management, Auditing, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Teamwork, Data Analysis, Research, Team Leadership, Financial Analysis
Education
University of North Texas 2008 — 2013
Bachelor of Business Administration (BBA), Finance
Invesco US May 2015 - Present
Fidelity Investments January 2014 - April 2015
Noble Americas Energy Solutions, LLC July 2013 - December 2013
Fidelity Investments June 2012 - May 2013
Skills
Investments, Leadership, Investment Management, Auditing, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Teamwork, Data Analysis, Research, Team Leadership, Financial Analysis
Education
University of North Texas 2008 — 2013
Bachelor of Business Administration (BBA), Finance
Lauren Vahdani's Invesco US Experience August 2014 - Present
Job Internal Sales Consultant, Invesco
Industry Investment Management
Experience
Invesco US August 2014 - Present
BBVA Compass January 2014 - August 2014
BBVA Compass Wealth Management March 2013 - January 2014
BBVA Compass April 2012 - March 2013
BBVA Compass July 2011 - April 2012
Iris Experience, S.L. May 2010 - August 2010
Cystic Fibrosis Foundation August 2009 - December 2009
Skills
Banking, Marketing, Sales, Investments, Lead Generation, Team-oriented, Relationship Management, Customer Service, CRM, Financial Services, Portfolio Management, Communication Skills, Life Insurance, Personal Financial..., Loans, Commercial Banking, Blogging, Training
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
BBA, Major: Marketing, Minor: Spanish
Invesco US August 2014 - Present
BBVA Compass January 2014 - August 2014
BBVA Compass Wealth Management March 2013 - January 2014
BBVA Compass April 2012 - March 2013
BBVA Compass July 2011 - April 2012
Iris Experience, S.L. May 2010 - August 2010
Cystic Fibrosis Foundation August 2009 - December 2009
Skills
Banking, Marketing, Sales, Investments, Lead Generation, Team-oriented, Relationship Management, Customer Service, CRM, Financial Services, Portfolio Management, Communication Skills, Life Insurance, Personal Financial..., Loans, Commercial Banking, Blogging, Training
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
BBA, Major: Marketing, Minor: Spanish
Paul Crescini Paul Crescini's Invesco US Experience March 2015 - Present
Job Sr. eSupport Specialist at Invesco
Industry Investment Management
Experience
Invesco US March 2015 - Present
Invesco US September 2012 - February 2015
Invesco September 2011 - August 2012
Invesco November 2007 - August 2011
Invesco April 2005 - October 2007
Invesco July 1999 - April 2005
Skills
HTML, CSS, Web Development, Email Marketing, Email Marketing Software, Dreamweaver, HTML Emails, ExactTarget, Adobe Creative Suite, Brainshark, Photoshop, SharePoint, JavaScript, Visio, User Interface Design, XML, HTML 5, Webinar Management, E-Learning, jQuery, Flash, SQL, jQuery UI, Sound Editing, Video Editing, SurveyMonkey, CMS, HTML5
Education
University of Houston 1997 — 2001
Information Technology
Invesco US March 2015 - Present
Invesco US September 2012 - February 2015
Invesco September 2011 - August 2012
Invesco November 2007 - August 2011
Invesco April 2005 - October 2007
Invesco July 1999 - April 2005
Skills
HTML, CSS, Web Development, Email Marketing, Email Marketing Software, Dreamweaver, HTML Emails, ExactTarget, Adobe Creative Suite, Brainshark, Photoshop, SharePoint, JavaScript, Visio, User Interface Design, XML, HTML 5, Webinar Management, E-Learning, jQuery, Flash, SQL, jQuery UI, Sound Editing, Video Editing, SurveyMonkey, CMS, HTML5
Education
University of Houston 1997 — 2001
Information Technology
Jackie Wilhite's Invesco US Experience July 2013 - Present
Job Senior Afternoon Reporting Analyst at Invesco US
Industry Investment Management
Experience
Invesco US July 2013 - Present
Mattress Firm July 2012 - May 2013
University of North Texas September 2008 - May 2012
University of North Texas June 2008 - May 2012
WCHL Vilcom August 2011 - December 2011
Mary Kay Inc. June 2009 - December 2011
Royal- T Child Development Center May 2006 - August 2008
Skills
Press Releases, InDesign, Photoshop, Final Cut Pro, Recruiting, Marketing Strategy, Public Speaking, Event Planning, Social Media, Research, PowerPoint, Microsoft Office, Facebook, Editing, Customer Service, Public Relations, Microsoft Word, Student Affairs, Social Networking, Mattresses, Sales, Management
Education
University of North Texas 2008 — 2012
BACHLOR OF ARTS, Communication
Invesco US July 2013 - Present
Mattress Firm July 2012 - May 2013
University of North Texas September 2008 - May 2012
University of North Texas June 2008 - May 2012
WCHL Vilcom August 2011 - December 2011
Mary Kay Inc. June 2009 - December 2011
Royal- T Child Development Center May 2006 - August 2008
Skills
Press Releases, InDesign, Photoshop, Final Cut Pro, Recruiting, Marketing Strategy, Public Speaking, Event Planning, Social Media, Research, PowerPoint, Microsoft Office, Facebook, Editing, Customer Service, Public Relations, Microsoft Word, Student Affairs, Social Networking, Mattresses, Sales, Management
Education
University of North Texas 2008 — 2012
BACHLOR OF ARTS, Communication
Adanna Okoye Adanna Okoye's Invesco US Experience September 2014 - Present
Job Investment Fund Accounting
Industry Accounting
Experience
Invesco US September 2014 - Present
KPMG US January 2014 - March 2014
Amegy Bank April 2013 - December 2013
Wells Fargo July 2011 - April 2013
Linca Home Health Services June 2006 - August 2011
Skills
Cash Management, Credit, Cross Selling, Financial Statements, Risk Management, Regression Analysis, Linear Regression, Time Series Analysis, Loss Prevention, Loss Mitigation, Compliance, US GAAP, COSO Framework, Account Reconciliation, Microsoft Office, Analysis, Accounting, Auditing, Finance, Financial Analysis, Microsoft Excel, Microsoft Word
Education
University of Houston, C.T. Bauer College of Business 2013 — 2015
Master of Accountancy (MAcc), Accounting, 3.8
University of Houston 2009 — 2011
Bachelor of Science (B.S.), Economics, 3.4
Invesco US September 2014 - Present
KPMG US January 2014 - March 2014
Amegy Bank April 2013 - December 2013
Wells Fargo July 2011 - April 2013
Linca Home Health Services June 2006 - August 2011
Skills
Cash Management, Credit, Cross Selling, Financial Statements, Risk Management, Regression Analysis, Linear Regression, Time Series Analysis, Loss Prevention, Loss Mitigation, Compliance, US GAAP, COSO Framework, Account Reconciliation, Microsoft Office, Analysis, Accounting, Auditing, Finance, Financial Analysis, Microsoft Excel, Microsoft Word
Education
University of Houston, C.T. Bauer College of Business 2013 — 2015
Master of Accountancy (MAcc), Accounting, 3.8
University of Houston 2009 — 2011
Bachelor of Science (B.S.), Economics, 3.4
Mitchell Seebach Mitchell Seebach's Invesco US Experience July 2015 - Present
Job Internal Wholesaler
Industry Capital Markets
Experience
Invesco US July 2015 - Present
Northern Trust Corporation July 2014 - July 2015
Thomson Reuters May 2013 - July 2014
Lockton Companies January 2013 - March 2013
Arthur J. Gallagher & Co. June 2012 - August 2012
Skills
Series 7, Series 63, Series 65, ETFs, Capital Markets, Equities, FX Spot, Fixed Income, Commodity Markets, Equity Derivatives, FX Derivatives, Equity Research, FX Options, Mutual Funds, Customer Service, Forwards, Futures, Swaps, Options, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Missouri-Columbia 2008 — 2012
Bachelor's Degree, Finance and Banking
Invesco US July 2015 - Present
Northern Trust Corporation July 2014 - July 2015
Thomson Reuters May 2013 - July 2014
Lockton Companies January 2013 - March 2013
Arthur J. Gallagher & Co. June 2012 - August 2012
Skills
Series 7, Series 63, Series 65, ETFs, Capital Markets, Equities, FX Spot, Fixed Income, Commodity Markets, Equity Derivatives, FX Derivatives, Equity Research, FX Options, Mutual Funds, Customer Service, Forwards, Futures, Swaps, Options, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Missouri-Columbia 2008 — 2012
Bachelor's Degree, Finance and Banking
Christine Luong's Invesco US Experience March 2015 - Present
Job Sr. Mobile Developer
Industry Information Technology and Services
Experience
Invesco US March 2015 - Present
Invesco US November 2012 - March 2015
USAA September 2011 - November 2012
USAA January 2011 - September 2011
Marble Printing Solutions October 2008 - December 2010
Continental Airlines May 2010 - August 2010
University of Houston January 2010 - April 2010
Best Buy April 2008 - November 2008
Geek Squad August 2006 - April 2008
Skills
PHP, C++, Objective-C, Java, MySQL, C, Android, Agile Methodologies, Databases, iOS, Mobile Applications, JavaScript, CSS, SharePoint, iOS development, Illustrator, InDesign, Photoshop, Eclipse, HTML, jQuery, JSP, Dreamweaver, Assembly, Wicket, JSON, HTML 5, AJAX, Xcode, Git, iPad, iPhone, Microsoft Office, Scrum, Project Management, Software Development, Mobile Devices
Education
University of Houston 2007 — 2010
BS, Computer Engineering Technology, Global Business
University of St. Thomas 2005 — 2010
BA, Mathematics
Invesco US March 2015 - Present
Invesco US November 2012 - March 2015
USAA September 2011 - November 2012
USAA January 2011 - September 2011
Marble Printing Solutions October 2008 - December 2010
Continental Airlines May 2010 - August 2010
University of Houston January 2010 - April 2010
Best Buy April 2008 - November 2008
Geek Squad August 2006 - April 2008
Skills
PHP, C++, Objective-C, Java, MySQL, C, Android, Agile Methodologies, Databases, iOS, Mobile Applications, JavaScript, CSS, SharePoint, iOS development, Illustrator, InDesign, Photoshop, Eclipse, HTML, jQuery, JSP, Dreamweaver, Assembly, Wicket, JSON, HTML 5, AJAX, Xcode, Git, iPad, iPhone, Microsoft Office, Scrum, Project Management, Software Development, Mobile Devices
Education
University of Houston 2007 — 2010
BS, Computer Engineering Technology, Global Business
University of St. Thomas 2005 — 2010
BA, Mathematics
David Dac Calderhead David Dac Calderhead's Invesco US Experience 1996 - 1999
Job Currently looking for a new opportunity in sales, analysis or compliance using FINRA Series 7, 63, 53, 4, 24 licenses
Industry Investment Management
Experience
MVP American Securities January 2015 - March 2015
NEXT Financial Group, Inc. October 2012 - July 2014
BBVA Compass July 2011 - May 2012
The Endowment Fund - Salient Partners April 2008 - August 2009
Charles Schwab March 2005 - May 2008
Invesco US 1996 - 1999
Invesco US 1996 - 1999
Skills
FINRA Series 7, 63, 4,..., Investments, Financial Services, Mutual Funds, Portfolio Management, Asset Allocation, Financial Risk, Due Diligence, Asset Management, Wealth Management, Hedge Funds, Alternative Investments, Series 7
Education
University of Notre Dame
University of Houston-Victoria
Master of Business Administration (MBA), Sales, Statistics, Analysis, Leadership, Accounting, Management strategy, Economics.
MVP American Securities January 2015 - March 2015
NEXT Financial Group, Inc. October 2012 - July 2014
BBVA Compass July 2011 - May 2012
The Endowment Fund - Salient Partners April 2008 - August 2009
Charles Schwab March 2005 - May 2008
Invesco US 1996 - 1999
Invesco US 1996 - 1999
Skills
FINRA Series 7, 63, 4,..., Investments, Financial Services, Mutual Funds, Portfolio Management, Asset Allocation, Financial Risk, Due Diligence, Asset Management, Wealth Management, Hedge Funds, Alternative Investments, Series 7
Education
University of Notre Dame
University of Houston-Victoria
Master of Business Administration (MBA), Sales, Statistics, Analysis, Leadership, Accounting, Management strategy, Economics.
MARYLYN VAN MARYLYN VAN's Invesco US Experience September 2014 - Present
Job Fund Accountant at Invesco
Industry Accounting
Experience
Invesco US September 2014 - Present
Canady&Canady PC February 2013 - September 2014
Coosemans Inc., Houston February 2012 - January 2013
Skills
Financial Reporting, Accounting, Microsoft Excel, Microsoft Office, General Ledger, Analysis, Peachtree, QuickBooks, CCH- ProSystem
Education
University of Houston 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
Invesco US September 2014 - Present
Canady&Canady PC February 2013 - September 2014
Coosemans Inc., Houston February 2012 - January 2013
Skills
Financial Reporting, Accounting, Microsoft Excel, Microsoft Office, General Ledger, Analysis, Peachtree, QuickBooks, CCH- ProSystem
Education
University of Houston 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
Matthew Kogler Matthew Kogler's Invesco US Experience January 2015 - Present
Job Internal Retirement Consultant at Invesco US
Industry Financial Services
Experience
Invesco US January 2015 - Present
Edward Jones March 2014 - December 2014
Physician Consulting Services January 2013 - March 2014
Mid America Management LLC January 2009 - January 2013
Mid America Learning LLC January 2007 - January 2009
Allied Therapy and Diagnostics January 2004 - January 2007
Skills
Operating Room, Sales, Interpersonal..., Hospitals, Team Leadership, Surgery, Analytical Skills, Resourceful..., Spine, Written & Oral..., Creative Strategy, Employee Training, Pharmaceutical Sales, Cold Calling, Series 7, Series 66, Financial Advising, Portfolio Assessment, Portfolio Performance...
Education
University of Houston-Downtown
Bachelor of Business Administration (BBA), Business Administration and Management, General
Invesco US January 2015 - Present
Edward Jones March 2014 - December 2014
Physician Consulting Services January 2013 - March 2014
Mid America Management LLC January 2009 - January 2013
Mid America Learning LLC January 2007 - January 2009
Allied Therapy and Diagnostics January 2004 - January 2007
Skills
Operating Room, Sales, Interpersonal..., Hospitals, Team Leadership, Surgery, Analytical Skills, Resourceful..., Spine, Written & Oral..., Creative Strategy, Employee Training, Pharmaceutical Sales, Cold Calling, Series 7, Series 66, Financial Advising, Portfolio Assessment, Portfolio Performance...
Education
University of Houston-Downtown
Bachelor of Business Administration (BBA), Business Administration and Management, General
Victoria Ramos's Invesco US Experience October 2013 - April 2014
Job Staff Accountant at ABS Consulting
Industry Accounting
Experience
ABS Consulting May 2015 - Present
Andrew Francis, CPA August 2014 - May 2015
Aggreko May 2014 - August 2014
Invesco US October 2013 - April 2014
University of Houston January 2013 - October 2013
J.Crew April 2012 - May 2013
Skills
Teamwork, Time Management, Microsoft Office, Leadership, Event Planning, Customer Service, Bilingual-English/Spanis..., Public Speaking, Social Networking, Social Media, QuickBooks, Fundraising, Critical Thinking, Event Management, OS X
Education
University of Houston 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
ABS Consulting May 2015 - Present
Andrew Francis, CPA August 2014 - May 2015
Aggreko May 2014 - August 2014
Invesco US October 2013 - April 2014
University of Houston January 2013 - October 2013
J.Crew April 2012 - May 2013
Skills
Teamwork, Time Management, Microsoft Office, Leadership, Event Planning, Customer Service, Bilingual-English/Spanis..., Public Speaking, Social Networking, Social Media, QuickBooks, Fundraising, Critical Thinking, Event Management, OS X
Education
University of Houston 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Ryan Avina Ryan Avina's Invesco US Experience September 2013 - Present
Job Portfolio Analyst, Equity/Alts Analytics at Invesco
Industry Investment Management
Experience
Invesco US September 2013 - Present
Invesco US September 2007 - August 2013
Invesco US January 2004 - August 2007
Invesco US August 2000 - December 2003
Skills
GIPS Compliance, StatPro, Bloomberg Terminal, Mutual Funds, ETFs, Lipper, Zephyr Style Advisor, Microsoft Excel, Performance Measurement, Eagle PACE, Portia, Composites, Performance Benchmarking, GIPS, Performance Analysis, Project Management, Investments, Bloomberg, FINRA, Series 6, Databases, Auditing, Analytics, Equity Research, Portfolio Performance..., Portfolio Management, Financial Services, Asset Management
Education
University of Houston, C.T. Bauer College of Business 1996 — 2000
Bachelor of Business Administration, Finance
Kingwood High School 1991 — 1994
Invesco US September 2013 - Present
Invesco US September 2007 - August 2013
Invesco US January 2004 - August 2007
Invesco US August 2000 - December 2003
Skills
GIPS Compliance, StatPro, Bloomberg Terminal, Mutual Funds, ETFs, Lipper, Zephyr Style Advisor, Microsoft Excel, Performance Measurement, Eagle PACE, Portia, Composites, Performance Benchmarking, GIPS, Performance Analysis, Project Management, Investments, Bloomberg, FINRA, Series 6, Databases, Auditing, Analytics, Equity Research, Portfolio Performance..., Portfolio Management, Financial Services, Asset Management
Education
University of Houston, C.T. Bauer College of Business 1996 — 2000
Bachelor of Business Administration, Finance
Kingwood High School 1991 — 1994
Lindsay Schroll's Invesco US Experience June 2014 - Present
Job Senior Securities Analyst at Invesco US
Industry Investment Management
Experience
Invesco US June 2014 - Present
Bank of America Merrill Lynch May 2009 - July 2012
UBS Investment Bank May 2007 - May 2009
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.)
Yale University 2001 — 2005
Economics
Invesco US June 2014 - Present
Bank of America Merrill Lynch May 2009 - July 2012
UBS Investment Bank May 2007 - May 2009
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.)
Yale University 2001 — 2005
Economics
Aurovon Mahapatra's Invesco US Experience December 2012 - March 2014
Job Accountant at HRSS CPAs & Advisors
Industry Accounting
Experience
HRSS CPAs & Advisors April 2015 - Present
HOTEL SOLUTIONS, INC. August 2014 - December 2014
WinPark March 2014 - June 2014
Invesco US December 2012 - March 2014
Braun Property Management March 2008 - March 2014
Scottrade March 2011 - December 2012
Skills
Accounting, Valuation, Financial Analysis, Accounts Payable, Banking, Management, Finance, Microsoft Office, Account Reconciliation, Accounts Receivable, Microsoft Excel, QuickBooks, Financial Reporting, Payroll, Tax, Budgets, Strategic Financial..., Auditing, Bloomberg Terminal, Reuters, Bloomberg Software, Bloomberg, Real Estate, Commercial Real Estate, Commercial Leasing, Real Estate Transactions, Unix
Education
University of Houston-Downtown
BBA, Accounting
HRSS CPAs & Advisors April 2015 - Present
HOTEL SOLUTIONS, INC. August 2014 - December 2014
WinPark March 2014 - June 2014
Invesco US December 2012 - March 2014
Braun Property Management March 2008 - March 2014
Scottrade March 2011 - December 2012
Skills
Accounting, Valuation, Financial Analysis, Accounts Payable, Banking, Management, Finance, Microsoft Office, Account Reconciliation, Accounts Receivable, Microsoft Excel, QuickBooks, Financial Reporting, Payroll, Tax, Budgets, Strategic Financial..., Auditing, Bloomberg Terminal, Reuters, Bloomberg Software, Bloomberg, Real Estate, Commercial Real Estate, Commercial Leasing, Real Estate Transactions, Unix
Education
University of Houston-Downtown
BBA, Accounting
Will Willis Will Willis's Invesco US Experience April 2015 - Present
Job Team Lead at Invesco US
Industry Investment Banking
Experience
Invesco US April 2015 - Present
JPMorgan Chase February 2014 - March 2015
JPMorgan Chase June 2008 - January 2014
The Houston Chronicle September 2006 - June 2008
Harris County Public Library August 2003 - September 2006
Idea Integration February 2000 - August 2003
Skills
Perl, Linux, SQL, Unix, Agile Methodologies, Solaris, Apache, Windows, Unix Shell Scripting, Shell Scripting, Trading Systems, Project Management, Business Analysis, Fixed Income, Certified Scrum Master..., Databases, Software Development, Web Applications, PHP, Management, Leadership
Education
University of Houston-Downtown 2004 — 2007
B.B.A., Computer Information Systems
Invesco US April 2015 - Present
JPMorgan Chase February 2014 - March 2015
JPMorgan Chase June 2008 - January 2014
The Houston Chronicle September 2006 - June 2008
Harris County Public Library August 2003 - September 2006
Idea Integration February 2000 - August 2003
Skills
Perl, Linux, SQL, Unix, Agile Methodologies, Solaris, Apache, Windows, Unix Shell Scripting, Shell Scripting, Trading Systems, Project Management, Business Analysis, Fixed Income, Certified Scrum Master..., Databases, Software Development, Web Applications, PHP, Management, Leadership
Education
University of Houston-Downtown 2004 — 2007
B.B.A., Computer Information Systems
David Kendall David Kendall's Invesco US Experience January 2015 - August 2015
Job Acquisitions Associate at HCP
Industry Real Estate
Experience
HCP September 2015 - Present
Invesco US January 2015 - August 2015
Colony American Homes August 2013 - August 2014
Irvine Company February 2010 - August 2013
Davis Partners January 2009 - January 2010
Skills
Disposition, Leases, Real Estate Development, Real Estate, Property Management, Construction, Location Intelligence, Corporate Real Estate, Contractors, Construction Management, Marketing, Asset Management, Real Estate Economics, Tenant, Tenant Improvement, Investors, Real Estate Transactions, Lease Administration, Entitlements, Investment Properties, Lease Negotiations, Dispositions
Education
University of Southern California 2007 — 2009
BS, Real Estate Development
HCP September 2015 - Present
Invesco US January 2015 - August 2015
Colony American Homes August 2013 - August 2014
Irvine Company February 2010 - August 2013
Davis Partners January 2009 - January 2010
Skills
Disposition, Leases, Real Estate Development, Real Estate, Property Management, Construction, Location Intelligence, Corporate Real Estate, Contractors, Construction Management, Marketing, Asset Management, Real Estate Economics, Tenant, Tenant Improvement, Investors, Real Estate Transactions, Lease Administration, Entitlements, Investment Properties, Lease Negotiations, Dispositions
Education
University of Southern California 2007 — 2009
BS, Real Estate Development
Rehman Momin Rehman Momin's Invesco US Experience January 2014 - May 2014
Job Experienced Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PwC September 2014 - Present
PricewaterhouseCoopers September 2014 - June 2015
Invesco US January 2014 - May 2014
PwC January 2013 - March 2013
Inner Beneficial Network June 2010 - July 2012
Inner Beneficial Network June 2008 - June 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Financial Analysis, Teamwork, Financial Reporting, Access, Auditing
Education
University of Houston 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
University of Houston 2009 — 2014
Master of Science (M.S.), Accounting
PwC September 2014 - Present
PricewaterhouseCoopers September 2014 - June 2015
Invesco US January 2014 - May 2014
PwC January 2013 - March 2013
Inner Beneficial Network June 2010 - July 2012
Inner Beneficial Network June 2008 - June 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Financial Analysis, Teamwork, Financial Reporting, Access, Auditing
Education
University of Houston 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
University of Houston 2009 — 2014
Master of Science (M.S.), Accounting
Kimberly Stockdale Kimberly Stockdale's Invesco US Experience August 2015 - Present
Job Talent Acquisition Specialist at Invesco US
Industry Staffing and Recruiting
Experience
Invesco US August 2015 - Present
Ajilon Professional Staffing March 2013 - Present
iland Internet Solutions June 2012 - February 2013
University of Houston August 2006 - December 2011
Skills
Sales, Customer Service, Microsoft Office, Recruiting, Social Media, Social Networking, Leadership, Public Speaking, Social Media Marketing, Event Planning, Event Management, Email Marketing, Business Development, Marketing, Human Resources
Education
University of Houston 2006 — 2011
Bachelor of Science, Interdisciplinary Studies
University of Houston
Bachelor of Science, Studies; Education
Invesco US August 2015 - Present
Ajilon Professional Staffing March 2013 - Present
iland Internet Solutions June 2012 - February 2013
University of Houston August 2006 - December 2011
Skills
Sales, Customer Service, Microsoft Office, Recruiting, Social Media, Social Networking, Leadership, Public Speaking, Social Media Marketing, Event Planning, Event Management, Email Marketing, Business Development, Marketing, Human Resources
Education
University of Houston 2006 — 2011
Bachelor of Science, Interdisciplinary Studies
University of Houston
Bachelor of Science, Studies; Education
Ryan Daltry Ryan Daltry's Invesco US Experience September 2014 - Present
Job Sales Incentive Analyst
Industry Investment Management
Experience
Invesco US September 2014 - Present
Valassis May 2011 - September 2014
Lowe’s Home Improvement January 2007 - May 2011
Skills
Microsoft Office, Team Leadership, Result Oriented, Dependable Team Player, Highly Dedicated, Sense Of Urgency, Trusted, Open to New Ideas, Oracle
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Science, Finance, GPA: 3.76
Texas State University, McCoy College of Business Administration 2003 — 2008
Bachelor of Business Administration, Accounting
Invesco US September 2014 - Present
Valassis May 2011 - September 2014
Lowe’s Home Improvement January 2007 - May 2011
Skills
Microsoft Office, Team Leadership, Result Oriented, Dependable Team Player, Highly Dedicated, Sense Of Urgency, Trusted, Open to New Ideas, Oracle
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Science, Finance, GPA: 3.76
Texas State University, McCoy College of Business Administration 2003 — 2008
Bachelor of Business Administration, Accounting
Donna F. Anderson, CFA Donna F. Anderson, CFA's Invesco US Experience August 1998 - September 2007
Job Vice President and Corporate Governance Specialist at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price September 2007 - Present
Invesco US August 1998 - September 2007
Dyer, Robertson & Lamme July 1996 - July 1998
Skills
Corporate Governance, Executive Pay, Corporate Social..., Proxy Voting, Investments, Equities, Mutual Funds, Equity Research, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1996
M.B.A.
Trinity University 1985 — 1989
B.A.
T. Rowe Price September 2007 - Present
Invesco US August 1998 - September 2007
Dyer, Robertson & Lamme July 1996 - July 1998
Skills
Corporate Governance, Executive Pay, Corporate Social..., Proxy Voting, Investments, Equities, Mutual Funds, Equity Research, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1996
M.B.A.
Trinity University 1985 — 1989
B.A.
Andy Apostol Andy Apostol's Invesco US Experience August 2014 - Present
Job Senior Account Manager at Invesco US
Industry Investment Management
Experience
Invesco US August 2014 - Present
Galliard Capital Management October 2010 - August 2014
Dwight Asset Management May 2007 - September 2010
INVESCO 1991 - 2007
Chevron USA June 1989 - March 1991
Skills
Fixed Income, Bloomberg, Investment Management, Equities, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Relationship Management, Investments, Hedge Funds, Portfolio Management, Asset Managment, Trading, Bonds, Investment Strategies, Capital Markets
Education
University of Oregon - Charles H. Lundquist College of Business 1985 — 1989
Business Administration and Management, General
Invesco US August 2014 - Present
Galliard Capital Management October 2010 - August 2014
Dwight Asset Management May 2007 - September 2010
INVESCO 1991 - 2007
Chevron USA June 1989 - March 1991
Skills
Fixed Income, Bloomberg, Investment Management, Equities, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Relationship Management, Investments, Hedge Funds, Portfolio Management, Asset Managment, Trading, Bonds, Investment Strategies, Capital Markets
Education
University of Oregon - Charles H. Lundquist College of Business 1985 — 1989
Business Administration and Management, General
Ralph Guerrero's Invesco US Experience May 1996 - January 1997
Job Director of Engagement Services, Americas Energy at OpenLink Financial
Industry Information Technology and Services
Experience
OpenLink Financial April 2014 - Present
SunGard Global Services June 2000 - April 2014
Pennzoil June 1998 - June 2000
Invesco US May 1996 - January 1997
Skills
IT Strategy, Program Management, Process Improvement, Project Management, Leadership, Software Project..., Business Process, Project Delivery, Software Development, SDLC, Business Analysis, Business Process..., Requirements Analysis, Consulting, Requirements Gathering, Business Intelligence, Integration, Management, IT Management, PMP, PMO, Vendor Management, Risk Management, Management Consulting, SharePoint, Change Management, Enterprise Architecture, Agile Methodologies, Project Portfolio...
Education
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1998
Bachelor of Business Administration (BBA), Management Information Systems, Communications
OpenLink Financial April 2014 - Present
SunGard Global Services June 2000 - April 2014
Pennzoil June 1998 - June 2000
Invesco US May 1996 - January 1997
Skills
IT Strategy, Program Management, Process Improvement, Project Management, Leadership, Software Project..., Business Process, Project Delivery, Software Development, SDLC, Business Analysis, Business Process..., Requirements Analysis, Consulting, Requirements Gathering, Business Intelligence, Integration, Management, IT Management, PMP, PMO, Vendor Management, Risk Management, Management Consulting, SharePoint, Change Management, Enterprise Architecture, Agile Methodologies, Project Portfolio...
Education
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1998
Bachelor of Business Administration (BBA), Management Information Systems, Communications
Randall Gayle's Invesco US Experience May 1999 - December 2005
Job Director at Perficient
Industry Information Technology and Services
Experience
Perficient January 2011 - November 2014
Southwestern Energy June 2010 - January 2011
Accenture May 2006 - June 2010
Invesco US May 1999 - December 2005
DELOITTE AND TOUCHE CONSULTING GROUP/DRT SYSTEMS February 1996 - May 1999
Skills
Data Architecture, Business Intelligence, Data Quality, Data Integration, Master Data Management, Data Governance, Database Design, Enterprise Architecture, Data Center, Databases, Oracle, Informatica, Integration, SDLC, Microsoft SQL Server, Enterprise Software, Architecture, Agile Methodologies, Information Management, DB2, Data Migration, Data Management, Vendor Management, SSIS, Data Modeling, Data Warehousing, SSRS, ETL, Performance Tuning, Pre-sales, Architectures
Education
University of Louisiana at Lafayette
B.S.
Perficient January 2011 - November 2014
Southwestern Energy June 2010 - January 2011
Accenture May 2006 - June 2010
Invesco US May 1999 - December 2005
DELOITTE AND TOUCHE CONSULTING GROUP/DRT SYSTEMS February 1996 - May 1999
Skills
Data Architecture, Business Intelligence, Data Quality, Data Integration, Master Data Management, Data Governance, Database Design, Enterprise Architecture, Data Center, Databases, Oracle, Informatica, Integration, SDLC, Microsoft SQL Server, Enterprise Software, Architecture, Agile Methodologies, Information Management, DB2, Data Migration, Data Management, Vendor Management, SSIS, Data Modeling, Data Warehousing, SSRS, ETL, Performance Tuning, Pre-sales, Architectures
Education
University of Louisiana at Lafayette
B.S.
Ehsan Hashmani Ehsan Hashmani's Invesco US Experience April 2015 - Present
Job BA/PM
Industry Information Technology and Services
Experience
Invesco US April 2015 - Present
Skills
SQL, XML, JavaScript, Leadership, Microsoft Office, HTML, Sales, VBScript, CSS, Time Management, Access, Acting, Hustle, Public Speaking, SharePoint, Short Films, Visio, Visual Basic, Project Management, Data Analysis, Microsoft SQL Server, Databases, Analysis, Business Analysis, Microsoft Word, Microsoft Excel
Education
University of Houston, C.T. Bauer College of Business 2007 — 2012
Bachelor of Business Administration, Management Information Systems
Invesco US April 2015 - Present
Skills
SQL, XML, JavaScript, Leadership, Microsoft Office, HTML, Sales, VBScript, CSS, Time Management, Access, Acting, Hustle, Public Speaking, SharePoint, Short Films, Visio, Visual Basic, Project Management, Data Analysis, Microsoft SQL Server, Databases, Analysis, Business Analysis, Microsoft Word, Microsoft Excel
Education
University of Houston, C.T. Bauer College of Business 2007 — 2012
Bachelor of Business Administration, Management Information Systems
Livia Raman's Invesco US Experience 1998 - 2013
Job Compliance
Industry Oil & Energy
Experience
Phillips 66 2013 - Present
Invesco US 1998 - 2013
Education
University of Houston
Bachelor’s Degree, Economics
Phillips 66 2013 - Present
Invesco US 1998 - 2013
Education
University of Houston
Bachelor’s Degree, Economics
Prakash Mammen's Invesco US Experience September 2014 - Present
Job Analyst at Invesco
Industry Investment Management
Experience
Invesco US September 2014 - Present
Canyon Golf Market August 2012 - August 2014
Golden Chick June 2008 - June 2012
Skills
Organized Multi-tasker, Adaptable to Changes, Handle Multiple..., Analytical Reasoning, Strategic Leadership, Customer Satisfaction, Sales, Accounts Receivable, Leadership, Management, Social Media, Social Networking, Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Teamwork, Time Management, Finance, Team Leadership, Financial Analysis
Education
The University of Texas at San Antonio 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Invesco US September 2014 - Present
Canyon Golf Market August 2012 - August 2014
Golden Chick June 2008 - June 2012
Skills
Organized Multi-tasker, Adaptable to Changes, Handle Multiple..., Analytical Reasoning, Strategic Leadership, Customer Satisfaction, Sales, Accounts Receivable, Leadership, Management, Social Media, Social Networking, Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Teamwork, Time Management, Finance, Team Leadership, Financial Analysis
Education
The University of Texas at San Antonio 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Jesse Fink, CFA Jesse Fink, CFA's Invesco US Experience June 2015 - Present
Job
Industry Investment Management
Experience
Invesco US June 2015 - Present
U.S. Department of the Treasury March 2012 - July 2014
FBR Capital Markets May 2010 - January 2012
Skills
Finance, Investment Banking, Capital Markets, Financial Analysis, Valuation, Financial Modeling
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Finance
Invesco US June 2015 - Present
U.S. Department of the Treasury March 2012 - July 2014
FBR Capital Markets May 2010 - January 2012
Skills
Finance, Investment Banking, Capital Markets, Financial Analysis, Valuation, Financial Modeling
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Finance
Tamara Galleaud Tamara Galleaud's Invesco US Experience June 2014 - Present
Job Retirement Operations Representative at Invesco US
Industry Media Production
Experience
Invesco US June 2014 - Present
Our Moment Video August 2011 - Present
R. A. Briggs and Company August 2005 - July 2011
First Health August 2003 - April 2004
Aetna (Formerly Prudential Healthcare) May 1997 - March 2003
Skills
Office Management, Health Insurance, Benefits Administration, Business Objects, Video Production, Video Editing, Sports, Training, Leadership, Management, Weddings, Strategic Planning, Media Production, Customer Service, Editing, Public Speaking, Team Building, Microsoft Excel, Microsoft Office
Education
University of Phoenix 2010 — 2013
Bachelor of Science (BS), Business Management
Invesco US June 2014 - Present
Our Moment Video August 2011 - Present
R. A. Briggs and Company August 2005 - July 2011
First Health August 2003 - April 2004
Aetna (Formerly Prudential Healthcare) May 1997 - March 2003
Skills
Office Management, Health Insurance, Benefits Administration, Business Objects, Video Production, Video Editing, Sports, Training, Leadership, Management, Weddings, Strategic Planning, Media Production, Customer Service, Editing, Public Speaking, Team Building, Microsoft Excel, Microsoft Office
Education
University of Phoenix 2010 — 2013
Bachelor of Science (BS), Business Management
Laura Olmedo's Invesco US Experience August 2000 - May 2003
Job Financial Services Representative at New York Life Insurance Company
Industry Financial Services
Experience
Voya Investment Management May 2003 - November 2014
Invesco US August 2000 - May 2003
MetLife October 1997 - August 2000
Skills
Mutual Funds, Financial Services, Variable Annuities, Fixed Annuities, 401(k) Rollovers, Asset Protection, Education Funding..., Multi-Generational..., Long-Term Care Insurance, Supplements to Employee..., Retirement Planning, Business Insurance..., Wealth Transfer..., Investments, Retirement, Equities, Estate Planning, Insurance
Education
University of Colorado at Boulder
BA, Psychology
Voya Investment Management May 2003 - November 2014
Invesco US August 2000 - May 2003
MetLife October 1997 - August 2000
Skills
Mutual Funds, Financial Services, Variable Annuities, Fixed Annuities, 401(k) Rollovers, Asset Protection, Education Funding..., Multi-Generational..., Long-Term Care Insurance, Supplements to Employee..., Retirement Planning, Business Insurance..., Wealth Transfer..., Investments, Retirement, Equities, Estate Planning, Insurance
Education
University of Colorado at Boulder
BA, Psychology
Kenneth Vereen, Jr. Kenneth Vereen, Jr.'s Invesco US Experience June 2015 - Present
Job NonAgency RMBS Credit Analyst at Invesco US
Industry Investment Management
Experience
Invesco US June 2015 - Present
Deutsche Bank July 2011 - May 2015
University of Kentucky May 2010 - August 2010
UBS Wealth Management January 2010 - May 2010
Merrill Lynch January 2009 - May 2009
Skills
Structured Finance, Financial Modeling, Trading, Financial Structuring, Capital Markets, VBA, Risk Management, Fixed Income, Financial Analysis, Investments, Bloomberg, Series 7, Series 63, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Masters, Finance
University of Kentucky 2006 — 2010
Bachelor, Finance
University of Kentucky 2006 — 2010
Bachelor, Economics
Invesco US June 2015 - Present
Deutsche Bank July 2011 - May 2015
University of Kentucky May 2010 - August 2010
UBS Wealth Management January 2010 - May 2010
Merrill Lynch January 2009 - May 2009
Skills
Structured Finance, Financial Modeling, Trading, Financial Structuring, Capital Markets, VBA, Risk Management, Fixed Income, Financial Analysis, Investments, Bloomberg, Series 7, Series 63, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Masters, Finance
University of Kentucky 2006 — 2010
Bachelor, Finance
University of Kentucky 2006 — 2010
Bachelor, Economics
Meribeth Rigoni-Schmidt Meribeth Rigoni-Schmidt's Invesco US Experience June 2015 - Present
Job Experienced Marketing and Event manager
Industry Marketing and Advertising
Experience
Invesco US June 2015 - Present
Cygnus Business Media April 2012 - April 2015
Accenture October 2001 - May 2011
American Express September 1995 - September 1997
Grant Thornton LLP 1989 - June 1993
Skills
Event Management, Marketing Communications, Logistical Planning, Event Marketing, Newsletter Writing, Collateral Management, Meeting Planning, Trade Show Management, Marketing Management, Trade Shows, Event Planning, Marketing Strategy, Newsletters, Integrated Marketing, Logistics, Marketing, Management, Media Relations, Contract Negotiation, Budgets, Project Management, Social Media, Leadership, Public Relations
Education
University of Iowa 1982 — 1987
Bachelor of Arts, Communication Studies
Invesco US June 2015 - Present
Cygnus Business Media April 2012 - April 2015
Accenture October 2001 - May 2011
American Express September 1995 - September 1997
Grant Thornton LLP 1989 - June 1993
Skills
Event Management, Marketing Communications, Logistical Planning, Event Marketing, Newsletter Writing, Collateral Management, Meeting Planning, Trade Show Management, Marketing Management, Trade Shows, Event Planning, Marketing Strategy, Newsletters, Integrated Marketing, Logistics, Marketing, Management, Media Relations, Contract Negotiation, Budgets, Project Management, Social Media, Leadership, Public Relations
Education
University of Iowa 1982 — 1987
Bachelor of Arts, Communication Studies
Cyril Ihaza Cyril Ihaza's Invesco US Experience June 2009 - May 2010
Job Measurement Analyst Station Log Project at Sunoco Logistics
Industry Oil & Energy
Experience
Sunoco Logistics February 2015 - June 2015
Houston Independent School District, May 2014 - October 2014
Bechtel Equipment Operations August 2011 - March 2014
Internal Revenue Service February 2011 - April 2011
Invesco US June 2009 - May 2010
Deloitte February 2009 - April 2009
Industrial Info Resources August 2007 - February 2009
Skills
Project Control, Cost Management, Cost Control, Auditing, Tax, Budgets, Microsoft Excel, Accounts Payable, Contract Management, Accounting, Financial Reporting, Account Reconciliation, Accounts Receivable, SAP, Microsoft Office, Payroll, Project Planning, Financial Analysis, Management, General Ledger
Education
University of Houston 2006 — 2009
Bachelor of Arts (B.A.), Accounting
University of Houston 2006 — 2009
Bachelor in Accounting, Accounting
Sunoco Logistics February 2015 - June 2015
Houston Independent School District, May 2014 - October 2014
Bechtel Equipment Operations August 2011 - March 2014
Internal Revenue Service February 2011 - April 2011
Invesco US June 2009 - May 2010
Deloitte February 2009 - April 2009
Industrial Info Resources August 2007 - February 2009
Skills
Project Control, Cost Management, Cost Control, Auditing, Tax, Budgets, Microsoft Excel, Accounts Payable, Contract Management, Accounting, Financial Reporting, Account Reconciliation, Accounts Receivable, SAP, Microsoft Office, Payroll, Project Planning, Financial Analysis, Management, General Ledger
Education
University of Houston 2006 — 2009
Bachelor of Arts (B.A.), Accounting
University of Houston 2006 — 2009
Bachelor in Accounting, Accounting
Michele Tran Michele Tran's Invesco US Experience May 2014 - August 2014
Job Teaching Assistant at University of Houston, C.T. Bauer College of Business
Industry Accounting
Experience
University of Houston, C.T. Bauer College of Business September 2015 - Present
McConnell & Jones CPAs June 2015 - August 2015
EY January 2015 - March 2015
Invesco US May 2014 - August 2014
University of Houston February 2014 - May 2014
Neighborhood Centers Inc. December 2013 - April 2014
University of Houston August 2013 - December 2013
Skills
Personal Income Tax..., Accounting, Microsoft Word, Microsoft Excel, Peachtree, Microsoft Dynamics, Access, Time Management, Photography, Procurement, Budgets, Analysis, Financial Reporting, Tax, Finance, Auditing, Financial Accounting, Microsoft Office, PowerPoint, Social Media
Education
University of Houston 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
University of Houston, C.T. Bauer College of Business September 2015 - Present
McConnell & Jones CPAs June 2015 - August 2015
EY January 2015 - March 2015
Invesco US May 2014 - August 2014
University of Houston February 2014 - May 2014
Neighborhood Centers Inc. December 2013 - April 2014
University of Houston August 2013 - December 2013
Skills
Personal Income Tax..., Accounting, Microsoft Word, Microsoft Excel, Peachtree, Microsoft Dynamics, Access, Time Management, Photography, Procurement, Budgets, Analysis, Financial Reporting, Tax, Finance, Auditing, Financial Accounting, Microsoft Office, PowerPoint, Social Media
Education
University of Houston 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
David Bachert's Invesco US Experience 2008 - 2015
Job Communications Professional in transition
Industry Public Relations and Communications
Experience
Invesco US 2008 - 2015
Invesco US 2000 - 2007
Invesco US June 1995 - 1999
Houston Post 1989 - 1995
Skills
Mutual Funds, Asset Management, Alternative Investments, Marketing, Investments, Hedge Funds, Risk Management, Securities, Equities, Media Relations, Investment Management, Corporate Communications, Fixed Income
Education
University of Houston
B.A., Journalism
Invesco US 2008 - 2015
Invesco US 2000 - 2007
Invesco US June 1995 - 1999
Houston Post 1989 - 1995
Skills
Mutual Funds, Asset Management, Alternative Investments, Marketing, Investments, Hedge Funds, Risk Management, Securities, Equities, Media Relations, Investment Management, Corporate Communications, Fixed Income
Education
University of Houston
B.A., Journalism
Andrea Genus Andrea Genus's Invesco US Experience October 1999 - February 2003
Job Premier Account Manager
Industry Insurance
Experience
Prudential Financial October 2013 - Present
Vantiv December 2009 - August 2012
UBS Wealth Management January 2006 - December 2009
National Processing Company July 2003 - August 2005
Invesco US October 1999 - February 2003
Coastal Banc, ssb June 1998 - October 1999
Chase September 1993 - June 1998
Skills
Customer Service, Research, Social Media, Teamwork, Public Speaking, Marketing, Business Development, Event Planning, Securities License, Merchant Services, Relationship Management, Payment Card Processing, Account Management, Call Center, Coaching, Training, Portfolio Management, Administrative..., Call Centers, Sales, Data Entry, Retail, Management, Sales Management, Recruiting
Education
Trident University International 2009 — 2013
Bachelor of Science (B.S.), Business Administration/Finance
Prudential Financial October 2013 - Present
Vantiv December 2009 - August 2012
UBS Wealth Management January 2006 - December 2009
National Processing Company July 2003 - August 2005
Invesco US October 1999 - February 2003
Coastal Banc, ssb June 1998 - October 1999
Chase September 1993 - June 1998
Skills
Customer Service, Research, Social Media, Teamwork, Public Speaking, Marketing, Business Development, Event Planning, Securities License, Merchant Services, Relationship Management, Payment Card Processing, Account Management, Call Center, Coaching, Training, Portfolio Management, Administrative..., Call Centers, Sales, Data Entry, Retail, Management, Sales Management, Recruiting
Education
Trident University International 2009 — 2013
Bachelor of Science (B.S.), Business Administration/Finance
Doug Asiello Doug Asiello's Invesco US Experience 2001 - 2014
Job Portfolio Manager, Invesco
Industry Investment Management
Experience
Invesco Ltd. 2014 - Present
Invesco US 2001 - 2014
Education
University of Pennsylvania - The Lauder Institute
University of Pennsylvania - The Wharton School
Vanderbilt University
heidelberg high school
heidelberg high school
heidelberg high school
Invesco Ltd. 2014 - Present
Invesco US 2001 - 2014
Education
University of Pennsylvania - The Lauder Institute
University of Pennsylvania - The Wharton School
Vanderbilt University
heidelberg high school
heidelberg high school
heidelberg high school
Steven Lorch Steven Lorch's Invesco US Experience 2007 - 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2011 - Present
Valvtechnologies, Inc. February 2008 - August 2011
Invesco US 2007 - 2008
Education
University of Arizona, Eller College of Management 2004 — 2007
Bachelor of Science (B.S.), Business Management
University of Westminster
Bachelor of Science (B.S.), Business Management Coursework
Episcopal High School
River Oaks Elementary
Trafton Academy
Wells Fargo Advisors September 2011 - Present
Valvtechnologies, Inc. February 2008 - August 2011
Invesco US 2007 - 2008
Education
University of Arizona, Eller College of Management 2004 — 2007
Bachelor of Science (B.S.), Business Management
University of Westminster
Bachelor of Science (B.S.), Business Management Coursework
Episcopal High School
River Oaks Elementary
Trafton Academy
Krishna Soma Krishna Soma's Invesco US Experience November 2011 - Present
Job Senior Real Estate Securities Analyst at Invesco
Industry Investment Management
Experience
Invesco US November 2011 - Present
Duff & Phelps Investment Management Co. November 2007 - October 2011
Northern Trust Global Investments July 2001 - November 2007
Education
Chartered Financial Analyst
University of Michigan
BA, Economics
Invesco US November 2011 - Present
Duff & Phelps Investment Management Co. November 2007 - October 2011
Northern Trust Global Investments July 2001 - November 2007
Education
Chartered Financial Analyst
University of Michigan
BA, Economics
Jeff Ukegbu Jeff Ukegbu's Invesco US Experience February 2007 - Present
Job Corporate Action Analyst
Industry Information Technology and Services
Experience
Invesco US February 2007 - Present
AO Solutions Corp January 2011 - October 2014
Prince and Associates, Esq. LLC November 2003 - October 2006
Skills
Analysis, Management, Microsoft Excel, Microsoft Office, Business Analysis, Financial Analysis, Budgets, Access, Leadership, Customer Service, Process Improvement, PowerPoint, Strategic Planning, Training, Research, Team Leadership, Public Speaking, Business Intelligence, Business Process, Data Analysis, Finance, Networking, Financial Reporting, Databases, Risk Management, Team Building, Account Reconciliation, Troubleshooting, Analytics, System Deployment, Financial Statements, Project Management
Education
University of Houston-Victoria 2013 — 2015
Master's Degree, Information Technology
ETEC 2011 — 2013
CCNA certification, CCNA VoIP certification, & CCNP certification (2015), System, Networking, and LAN/WAN Management/Manager
University of Houston, C.T. Bauer College of Business 2003 — 2005
Bachelor's Degree, Accounting and Finance
Invesco US February 2007 - Present
AO Solutions Corp January 2011 - October 2014
Prince and Associates, Esq. LLC November 2003 - October 2006
Skills
Analysis, Management, Microsoft Excel, Microsoft Office, Business Analysis, Financial Analysis, Budgets, Access, Leadership, Customer Service, Process Improvement, PowerPoint, Strategic Planning, Training, Research, Team Leadership, Public Speaking, Business Intelligence, Business Process, Data Analysis, Finance, Networking, Financial Reporting, Databases, Risk Management, Team Building, Account Reconciliation, Troubleshooting, Analytics, System Deployment, Financial Statements, Project Management
Education
University of Houston-Victoria 2013 — 2015
Master's Degree, Information Technology
ETEC 2011 — 2013
CCNA certification, CCNA VoIP certification, & CCNP certification (2015), System, Networking, and LAN/WAN Management/Manager
University of Houston, C.T. Bauer College of Business 2003 — 2005
Bachelor's Degree, Accounting and Finance
Pham Mong-Hoa's Invesco US Experience August 2006 - March 2007
Job Retail Operations Process Manager
Industry Utilities
Experience
NRG Energy December 2014 - Present
NRG Energy November 2011 - December 2014
Reliant Energy July 2010 - November 2011
Reliant Energy April 2007 - August 2009
Invesco US August 2006 - March 2007
Skills
Contract Management, Customer Service, Project Management, Access, Analysis
Education
University of Houston 2003 — 2006
BBA in Finance and Marketing, BBA in Finance and Marketing
NRG Energy December 2014 - Present
NRG Energy November 2011 - December 2014
Reliant Energy July 2010 - November 2011
Reliant Energy April 2007 - August 2009
Invesco US August 2006 - March 2007
Skills
Contract Management, Customer Service, Project Management, Access, Analysis
Education
University of Houston 2003 — 2006
BBA in Finance and Marketing, BBA in Finance and Marketing
Kieran Lavery's Invesco US Experience October 2014 - Present
Job Senior Fund Accountant at Invesco
Industry Financial Services
Experience
Invesco US October 2014 - Present
Invesco US February 2014 - September 2014
Fidelity Investments December 2013 - February 2014
Fidelity Investments June 2012 - December 2013
COMMONWEALTH FINANCIAL January 2010 - May 2012
Skills
Mutual Funds, Accounting, Finance, Financial Analysis, Management, Customer Service, Microsoft Excel, Sales, Team Leadership, Time Management, Leadership, Team Building, Spreadsheets, Data Analysis
Education
University of Pittsburgh 2008 — 2012
BS, BUSINESS ADMINISTRATION; Finance and Economics
Invesco US October 2014 - Present
Invesco US February 2014 - September 2014
Fidelity Investments December 2013 - February 2014
Fidelity Investments June 2012 - December 2013
COMMONWEALTH FINANCIAL January 2010 - May 2012
Skills
Mutual Funds, Accounting, Finance, Financial Analysis, Management, Customer Service, Microsoft Excel, Sales, Team Leadership, Time Management, Leadership, Team Building, Spreadsheets, Data Analysis
Education
University of Pittsburgh 2008 — 2012
BS, BUSINESS ADMINISTRATION; Finance and Economics
Erin Odom Erin Odom's Invesco US Experience June 2015 - Present
Job Controller at Invesco Real Estate
Industry Real Estate
Experience
Invesco US June 2015 - Present
Invesco US March 2014 - May 2015
Texas Health Partners January 2012 - March 2014
Ernst & Young September 2010 - January 2012
Ernst & Young September 2007 - August 2010
Ernst & Young September 2004 - August 2007
Ernst & Young September 2002 - August 2004
Skills
GAAP, Financial Reporting, External Audit, Internal Controls, US GAAP, Financial Accounting, CPA, Accounting, Sarbanes-Oxley Act, Assurance, SEC filings, Revenue Recognition, Big 4, General Ledger, Sarbanes-Oxley
Education
Trinity University 1997 — 2002
Masters, Accounting
Invesco US June 2015 - Present
Invesco US March 2014 - May 2015
Texas Health Partners January 2012 - March 2014
Ernst & Young September 2010 - January 2012
Ernst & Young September 2007 - August 2010
Ernst & Young September 2004 - August 2007
Ernst & Young September 2002 - August 2004
Skills
GAAP, Financial Reporting, External Audit, Internal Controls, US GAAP, Financial Accounting, CPA, Accounting, Sarbanes-Oxley Act, Assurance, SEC filings, Revenue Recognition, Big 4, General Ledger, Sarbanes-Oxley
Education
Trinity University 1997 — 2002
Masters, Accounting
Connie Porter, PMP's Invesco US Experience January 2013 - Present
Job Sr. Programmer/Systems Analyst/PMP at Invesco US
Industry Financial Services
Experience
Invesco US January 2013 - Present
Invesco April 1995 - Present
Skills
SDLC, Requirements Analysis, Requirements Gathering, Business Analysis, Equities, Vendor Management, Software Project..., Financial Services, Process Improvement, Integration, SharePoint, SQL, Trading Systems, Back Office, Microsoft SQL Server, Business Process, Analysis, Unix, PMP, Portia, Software Documentation, Solution Architecture, Oracle
Education
University of Houston 1988 — 1991
Invesco US January 2013 - Present
Invesco April 1995 - Present
Skills
SDLC, Requirements Analysis, Requirements Gathering, Business Analysis, Equities, Vendor Management, Software Project..., Financial Services, Process Improvement, Integration, SharePoint, SQL, Trading Systems, Back Office, Microsoft SQL Server, Business Process, Analysis, Unix, PMP, Portia, Software Documentation, Solution Architecture, Oracle
Education
University of Houston 1988 — 1991
Andrew Fritsch's Invesco US Experience March 2014 - Present
Job Senior Compliance Officer at Invesco
Industry Financial Services
Experience
Invesco US March 2014 - Present
Invesco July 2012 - Present
Invesco Ltd. 2010 - October 2012
AIM Investments 2008 - 2010
INVESCO AIM 2006 - 2008
The Daily Cougar 2001 - 2003
Skills
Mutual Funds, Copywriting, Marketing Communications, Investments, Journalism, Financial Services, Editing, Marketing, Relationship Management, Microsoft Office, Market Research, Series 6, ETFs, Securities, FINRA, Series 7, Alternative Investments, Equities, Finance, Investment Management, Series 63, Due Diligence
Education
University of Houston 1999 — 2003
B.A., Advertising
Invesco US March 2014 - Present
Invesco July 2012 - Present
Invesco Ltd. 2010 - October 2012
AIM Investments 2008 - 2010
INVESCO AIM 2006 - 2008
The Daily Cougar 2001 - 2003
Skills
Mutual Funds, Copywriting, Marketing Communications, Investments, Journalism, Financial Services, Editing, Marketing, Relationship Management, Microsoft Office, Market Research, Series 6, ETFs, Securities, FINRA, Series 7, Alternative Investments, Equities, Finance, Investment Management, Series 63, Due Diligence
Education
University of Houston 1999 — 2003
B.A., Advertising
Jay Sammons, CPA, CFA's Invesco US Experience October 2014 - Present
Job Investment Analyst, Invesco Fixed Income
Industry Investment Management
Experience
Invesco US October 2014 - Present
Unum Group September 2011 - October 2014
The Coca-Cola Company May 2010 - August 2010
Powell & Booth, PC February 2007 - June 2009
Education
University of Georgia - Terry College of Business 2009 — 2011
MBA 2011, Corporate Finance, Real Estate
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Invesco US October 2014 - Present
Unum Group September 2011 - October 2014
The Coca-Cola Company May 2010 - August 2010
Powell & Booth, PC February 2007 - June 2009
Education
University of Georgia - Terry College of Business 2009 — 2011
MBA 2011, Corporate Finance, Real Estate
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Paul Wisniewski's Invesco US Experience 2000 - 2003
Job Assistant Vice President Enterprise Ops at GTE Financial
Industry Financial Services
Experience
GTE Financial 2011 - Present
The Depository Trust & Clearing Corporation 2009 - 2011
GTE Federal Credit Union 2003 - 2009
Invesco US 2000 - 2003
Education
University of Central Florida
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
University of Denver
Master of Business Administration (M.B.A.)
GTE Financial 2011 - Present
The Depository Trust & Clearing Corporation 2009 - 2011
GTE Federal Credit Union 2003 - 2009
Invesco US 2000 - 2003
Education
University of Central Florida
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
University of Denver
Master of Business Administration (M.B.A.)
Jonathan Fong's Invesco US Experience August 2009 - April 2014
Job
Industry Financial Services
Experience
Invesco US August 2009 - April 2014
KPMG 2005 - 2009
Skills
Financial Reporting, Business Analysis, Valuation, Financial Analysis, Financial Modeling, Risk Management, Due Diligence, SharePoint, Business Intelligence, Sarbanes-Oxley Act, Analysis, Data Analysis, Entrepreneurship, Business Process..., Corporate Finance, Finance, Internal Controls
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2005
Bachelor of Arts (B.A.); Master of Professional Accounting
Invesco US August 2009 - April 2014
KPMG 2005 - 2009
Skills
Financial Reporting, Business Analysis, Valuation, Financial Analysis, Financial Modeling, Risk Management, Due Diligence, SharePoint, Business Intelligence, Sarbanes-Oxley Act, Analysis, Data Analysis, Entrepreneurship, Business Process..., Corporate Finance, Finance, Internal Controls
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2005
Bachelor of Arts (B.A.); Master of Professional Accounting
Jason Britz's Invesco US Experience December 1999 - December 2002
Job Manager Portfolio Operations at INVESCO
Industry Investment Management
Experience
INVESCO January 2003 - Present
Invesco US December 1999 - December 2002
Skills
Mutual Funds, Investments, Equities, Fixed Income, Alternative Investments, Bloomberg, Securities, Risk Management, Derivatives
Education
University of Louisville 1995 — 1999
Bachelor's degree, Finance, General
Holy Cross High School 1991 — 1995
INVESCO January 2003 - Present
Invesco US December 1999 - December 2002
Skills
Mutual Funds, Investments, Equities, Fixed Income, Alternative Investments, Bloomberg, Securities, Risk Management, Derivatives
Education
University of Louisville 1995 — 1999
Bachelor's degree, Finance, General
Holy Cross High School 1991 — 1995
Michelle Pakron's Invesco US Experience October 2014 - Present
Job UX Strategy and Design for Web & Mobile
Industry Information Technology and Services
Experience
Invesco US October 2014 - Present
Michelle Pakron Design December 1998 - Present
Mississippi Interactive subsidiary of NIC, USA July 2011 - August 2014
PAR Products 2009 - December 2013
Particles Collide July 2013 - October 2013
Stewart Enterprises September 2001 - June 2011
Vi-Comm March 2001 - September 2001
Active Pixel June 2000 - February 2001
Cynthia Hutchinson Communications December 1998 - March 2000
Skills
User Interface Design, SharePoint, Web Design, Information Architecture, HTML, Web Development, CSS, User Experience, Web Applications, Graphic Design, User Experience Design, Web Design, Content, &..., Web Analytics, User Interface, CMS, Web Project Management, SharePoint Designer, jQuery, Dreamweaver, Wireframes, Mobile Applications, JavaScript, Web 2.0, Web Content, Adobe Creative Suite, Web Application Design, Website Development, WordPress, Requirements Analysis, Google Analytics, Technical Writing, Information Discovery..., Functional Requirements, Workflow, Enterprise Content..., Creative Direction, HTML5, Customer Support, Mobile Design, Design Manager, SharePoint 2010, SharePoint 2007, HTML 5, Software Documentation, Agile Methodologies, Scrum
Education
University of New Orleans 1994 — 2000
Graphic Design, Psychology, Biology
Invesco US October 2014 - Present
Michelle Pakron Design December 1998 - Present
Mississippi Interactive subsidiary of NIC, USA July 2011 - August 2014
PAR Products 2009 - December 2013
Particles Collide July 2013 - October 2013
Stewart Enterprises September 2001 - June 2011
Vi-Comm March 2001 - September 2001
Active Pixel June 2000 - February 2001
Cynthia Hutchinson Communications December 1998 - March 2000
Skills
User Interface Design, SharePoint, Web Design, Information Architecture, HTML, Web Development, CSS, User Experience, Web Applications, Graphic Design, User Experience Design, Web Design, Content, &..., Web Analytics, User Interface, CMS, Web Project Management, SharePoint Designer, jQuery, Dreamweaver, Wireframes, Mobile Applications, JavaScript, Web 2.0, Web Content, Adobe Creative Suite, Web Application Design, Website Development, WordPress, Requirements Analysis, Google Analytics, Technical Writing, Information Discovery..., Functional Requirements, Workflow, Enterprise Content..., Creative Direction, HTML5, Customer Support, Mobile Design, Design Manager, SharePoint 2010, SharePoint 2007, HTML 5, Software Documentation, Agile Methodologies, Scrum
Education
University of New Orleans 1994 — 2000
Graphic Design, Psychology, Biology
Michael Becconsall's Invesco US Experience July 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Invesco US July 2014 - Present
RS Funds, Guardian Investor Services September 2009 - December 2013
PLANCO August 1993 - August 2009
The Hartford / PLANCO 2000 - 2009
Education
University of Connecticut 1988 — 1993
Invesco US July 2014 - Present
RS Funds, Guardian Investor Services September 2009 - December 2013
PLANCO August 1993 - August 2009
The Hartford / PLANCO 2000 - 2009
Education
University of Connecticut 1988 — 1993
Alyssa Maloney's Invesco US Experience November 2013 - Present
Job Business Intelligence Manager
Industry Financial Services
Experience
Invesco US November 2013 - Present
Invesco June 2010 - Present
Morgan Stanley January 2008 - May 2010
Morgan Stanley January 2005 - December 2007
Skills
Asset Management
Education
University of Pennsylvania 1994 — 1998
Invesco US November 2013 - Present
Invesco June 2010 - Present
Morgan Stanley January 2008 - May 2010
Morgan Stanley January 2005 - December 2007
Skills
Asset Management
Education
University of Pennsylvania 1994 — 1998
Robin Craig's Invesco US Experience March 2015 - Present
Job Director of Financials Systems & Projects at Invesco
Industry Financial Services
Experience
Invesco US March 2015 - Present
The Junior League of Atlanta, Inc. January 2013 - Present
Invesco US July 2011 - February 2015
Junior League of Greater Fort Lauderdale 1992 - January 2013
Franklin Templeton Investments March 1994 - June 2011
Ernst & Young 1990 - 1994
Skills
Financial Analysis, Business Analysis, Process Improvement, PeopleSoft, Financial Reporting, CPA, Auditing, Business Process..., Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Services, Strategic Financial..., Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1991
Master of Accounting, Financial Accounting
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Science, Business Administration
J.P. Taravella High School 1983 — 1986
diploma, college prep
Invesco US March 2015 - Present
The Junior League of Atlanta, Inc. January 2013 - Present
Invesco US July 2011 - February 2015
Junior League of Greater Fort Lauderdale 1992 - January 2013
Franklin Templeton Investments March 1994 - June 2011
Ernst & Young 1990 - 1994
Skills
Financial Analysis, Business Analysis, Process Improvement, PeopleSoft, Financial Reporting, CPA, Auditing, Business Process..., Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Services, Strategic Financial..., Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1991
Master of Accounting, Financial Accounting
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Science, Business Administration
J.P. Taravella High School 1983 — 1986
diploma, college prep
Bryan Treadway's Invesco US Experience January 2015 - Present
Job Internal Sales Consultant, National Wirehouse Division, Invesco Distributors, Inc.
Industry Financial Services
Experience
Invesco US January 2015 - Present
UBS Wealth Management June 2013 - November 2014
Texas World Wide Insurance September 2011 - June 2013
Direct Energy April 2007 - September 2011
Shell Energy Service Co. June 2004 - April 2007
Skills
Series 7, Series 66, Finance, Strategic Financial..., Portfolio Management, 401k, Private Foundations, Investments, Oil & Gas Industry, Small Business Lending, Mutual Funds, Wealth Management, Asset Management, Trading, Financial Services, Securities, Financial Analysis, Asset Allocation, Risk Management, Equities, Financial Modeling, Financial Advisory, Hedging, Investment Strategies, Options, Relationship Management, Fixed Income, Negotiation, Financial Planning
Education
University of Houston 1998 — 2003
Bachelor of Science (B.S.)
Invesco US January 2015 - Present
UBS Wealth Management June 2013 - November 2014
Texas World Wide Insurance September 2011 - June 2013
Direct Energy April 2007 - September 2011
Shell Energy Service Co. June 2004 - April 2007
Skills
Series 7, Series 66, Finance, Strategic Financial..., Portfolio Management, 401k, Private Foundations, Investments, Oil & Gas Industry, Small Business Lending, Mutual Funds, Wealth Management, Asset Management, Trading, Financial Services, Securities, Financial Analysis, Asset Allocation, Risk Management, Equities, Financial Modeling, Financial Advisory, Hedging, Investment Strategies, Options, Relationship Management, Fixed Income, Negotiation, Financial Planning
Education
University of Houston 1998 — 2003
Bachelor of Science (B.S.)
Toni P. Moninger's Invesco US Experience January 2000 - September 2004
Job Senior Vice President, Enspire Investments
Industry Financial Services
Experience
Enspire Investments April 2015 - Present
Lincoln Financial Distributors October 2010 - October 2012
Lincoln Financial Distributors May 2007 - August 2010
Old Mutual Capital September 2004 - July 2005
Invesco US January 2000 - September 2004
Coca-Cola Enterprises December 1996 - January 2000
Coopers & Lybrand, LLC September 1991 - February 1995
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, Investments, Asset Managment, ETFs, Sales Management, Key Account..., Sales, Series 24, Series 7, Series 66, CIMA, CPA, Strategic Planning, Distribution Strategy..., Relationship Management, Strategy, Financial Services, Series 63, Asset Management, Uniform Combined State...
Education
University of Florida 1986 — 1991
BS and MAcc, Accounting
Enspire Investments April 2015 - Present
Lincoln Financial Distributors October 2010 - October 2012
Lincoln Financial Distributors May 2007 - August 2010
Old Mutual Capital September 2004 - July 2005
Invesco US January 2000 - September 2004
Coca-Cola Enterprises December 1996 - January 2000
Coopers & Lybrand, LLC September 1991 - February 1995
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, Investments, Asset Managment, ETFs, Sales Management, Key Account..., Sales, Series 24, Series 7, Series 66, CIMA, CPA, Strategic Planning, Distribution Strategy..., Relationship Management, Strategy, Financial Services, Series 63, Asset Management, Uniform Combined State...
Education
University of Florida 1986 — 1991
BS and MAcc, Accounting
April Palomo's Invesco US Experience 2015 - Present
Job at Invesco
Industry Financial Services
Experience
Invesco US 2015 - Present
Invesco October 2010 - Present
INVESCO November 2007 - October 2010
Skills
Citrix, Asset Managment, SCCM, Active Directory, Bloomberg, BMC Remedy, Windows 7, Market Data, Blackberry, Windows Server, Lotus Notes, Factset, BIDS Trading, ITG Channel, ITG Triton, Blockcross, Intrinsic, Tamale, Liquidnet, Microsoft Office, SharePoint, Fits, Business Analysis, Equities
Education
University of Houston 1997 — 2001
Bachelor's degree, Management Information Systems, General
Invesco US 2015 - Present
Invesco October 2010 - Present
INVESCO November 2007 - October 2010
Skills
Citrix, Asset Managment, SCCM, Active Directory, Bloomberg, BMC Remedy, Windows 7, Market Data, Blackberry, Windows Server, Lotus Notes, Factset, BIDS Trading, ITG Channel, ITG Triton, Blockcross, Intrinsic, Tamale, Liquidnet, Microsoft Office, SharePoint, Fits, Business Analysis, Equities
Education
University of Houston 1997 — 2001
Bachelor's degree, Management Information Systems, General
Christopher Freel, CFA's Invesco US Experience February 2013 - Present
Job Trader U.S. Investment Grade Credit at Invesco US
Industry Investment Management
Experience
Invesco US February 2013 - Present
Invesco Ltd. April 2012 - March 2013
Invesco October 2010 - May 2012
NZX August 2008 - October 2009
NZX December 2007 - August 2008
Skills
Bonds, Microsoft Excel, Data Analysis, Microsoft Office, Process Improvement, Investments, Trading, Financial Analysis, Financial Modeling, Capital Markets, Risk Management
Education
University of Louisville 2001 — 2007
Bachelors of Science in Business Administration, Finance
Invesco US February 2013 - Present
Invesco Ltd. April 2012 - March 2013
Invesco October 2010 - May 2012
NZX August 2008 - October 2009
NZX December 2007 - August 2008
Skills
Bonds, Microsoft Excel, Data Analysis, Microsoft Office, Process Improvement, Investments, Trading, Financial Analysis, Financial Modeling, Capital Markets, Risk Management
Education
University of Louisville 2001 — 2007
Bachelors of Science in Business Administration, Finance
Elizabeth Panzl's Invesco US Experience February 2014 - Present
Job Business Intelligence Analyst at Invesco
Industry Financial Services
Experience
Invesco US February 2014 - Present
CFI Group January 2013 - January 2014
CFI Group July 2010 - January 2013
CFI Group December 2009 - July 2010
Thomson Reuters July 2009 - December 2009
Skills
SPSS, Excel, SQL, Microsoft Office, Customer Insight, Data Management, Survey Research, Data Analysis, Analytics, Data Mining, Databases, Statistical Modeling
Education
University of Michigan 2005 — 2009
Bachelor of Arts, Economics
Invesco US February 2014 - Present
CFI Group January 2013 - January 2014
CFI Group July 2010 - January 2013
CFI Group December 2009 - July 2010
Thomson Reuters July 2009 - December 2009
Skills
SPSS, Excel, SQL, Microsoft Office, Customer Insight, Data Management, Survey Research, Data Analysis, Analytics, Data Mining, Databases, Statistical Modeling
Education
University of Michigan 2005 — 2009
Bachelor of Arts, Economics
Ingrid Neeme's Invesco US Experience April 1998 - December 2003
Job Executive Assistant to the Chief Financial Officer & General Counsel at Dentsu Aegis Network
Industry Marketing and Advertising
Experience
Dentsu Aegis Network May 2015 - Present
WPP Group November 2010 - December 2014
Trafelet & Company September 2008 - November 2009
MSD Capital November 2004 - June 2008
Invesco US April 1998 - December 2003
Skills
Executive Calendar..., Travel Management, Microsoft Office, Team Management, Management, Marketing Communications, Diary Management, Budgets, Time Management, Executive..., Social Media, Business Strategy
Education
School name:
University of Leicester
Art History, Criticism and Conservation
Dentsu Aegis Network May 2015 - Present
WPP Group November 2010 - December 2014
Trafelet & Company September 2008 - November 2009
MSD Capital November 2004 - June 2008
Invesco US April 1998 - December 2003
Skills
Executive Calendar..., Travel Management, Microsoft Office, Team Management, Management, Marketing Communications, Diary Management, Budgets, Time Management, Executive..., Social Media, Business Strategy
Education
School name:
University of Leicester
Art History, Criticism and Conservation
Andrew Scherer's Invesco US Experience July 2010 - June 2012
Job Russell Investments Director, DC Business
Industry Investment Management
Experience
Russell Investments March 2013 - Present
Invesco US July 2010 - June 2012
Morgan Stanley Investment Management/Van Kampen Investments October 1993 - June 2010
Barclays Investment Bank June 1992 - September 1993
Bear Stearns September 1985 - September 1989
Skills
Alternative Investments, Series 7, Portfolio Management, Mutual Funds, Asset Management, Investments, Fixed Income, Asset Allocation, ETFs, Hedge Funds, Investment Management
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
Master of Business Administration (M.B.A.)
University of Michigan 1981 — 1985
Bachelor's Degree
Russell Investments March 2013 - Present
Invesco US July 2010 - June 2012
Morgan Stanley Investment Management/Van Kampen Investments October 1993 - June 2010
Barclays Investment Bank June 1992 - September 1993
Bear Stearns September 1985 - September 1989
Skills
Alternative Investments, Series 7, Portfolio Management, Mutual Funds, Asset Management, Investments, Fixed Income, Asset Allocation, ETFs, Hedge Funds, Investment Management
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
Master of Business Administration (M.B.A.)
University of Michigan 1981 — 1985
Bachelor's Degree
Michelle Pham, MBA's Invesco US Experience 2006 - 2007
Job Accountant at Sanchez Oil & Gas Corporation
Industry Oil & Energy
Experience
U.S. Bank May 2008 - February 2014
BNY Mellon 2007 - 2008
Invesco US 2006 - 2007
Merrill Lynch 2005 - 2005
Skills
Finance, Financial Analysis, Financial Reporting, Microsoft Office, Banking, Microsoft Excel, Financial Modeling, PowerPoint, Account Reconciliation, Financial Services, Microsoft Word, Access, Portfolio Management, Customer Service
Education
University of Houston-Victoria
MBA, Finance
University of Houston, C.T. Bauer College of Business
BBA, Finance and Marketing
U.S. Bank May 2008 - February 2014
BNY Mellon 2007 - 2008
Invesco US 2006 - 2007
Merrill Lynch 2005 - 2005
Skills
Finance, Financial Analysis, Financial Reporting, Microsoft Office, Banking, Microsoft Excel, Financial Modeling, PowerPoint, Account Reconciliation, Financial Services, Microsoft Word, Access, Portfolio Management, Customer Service
Education
University of Houston-Victoria
MBA, Finance
University of Houston, C.T. Bauer College of Business
BBA, Finance and Marketing
Andrew Toon's Invesco US Experience October 2014 - Present
Job Assistant Manager Pricing at Invesco US
Industry Financial Services
Experience
Invesco US October 2014 - Present
Reliance Trust Company July 2013 - October 2014
Reliance Trust Company November 2010 - July 2013
Reliance Trust Company 2007 - 2010
Skills
Operations Management, Business Process..., Microsoft Excel, Access, Financial Analysis, Mutual Funds, Bloomberg Terminal, Bloomberg Data License, Pricing Research, Financial Services, Investments, Data Analysis, Project Management, Business Analysis, Customer Service, Risk Management, Process Improvement, Microsoft Office, Access Database, Data Entry, Security Operations, Market Data, Business Coaching, Training & Development
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor's degree, Finance, General
University of Georgia - Terry College of Business 2004 — 2007
Finance, Finance, General
Invesco US October 2014 - Present
Reliance Trust Company July 2013 - October 2014
Reliance Trust Company November 2010 - July 2013
Reliance Trust Company 2007 - 2010
Skills
Operations Management, Business Process..., Microsoft Excel, Access, Financial Analysis, Mutual Funds, Bloomberg Terminal, Bloomberg Data License, Pricing Research, Financial Services, Investments, Data Analysis, Project Management, Business Analysis, Customer Service, Risk Management, Process Improvement, Microsoft Office, Access Database, Data Entry, Security Operations, Market Data, Business Coaching, Training & Development
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor's degree, Finance, General
University of Georgia - Terry College of Business 2004 — 2007
Finance, Finance, General
Sailee Deshpande, PMP®'s Invesco US Experience September 2015 - Present
Job Senior Java Consultant
Industry Information Technology and Services
Experience
Invesco US September 2015 - Present
Bank of Singapore February 2014 - June 2014
Citi Bank October 2011 - May 2013
HSBC Global Technology India November 2004 - April 2011
Skills
Core Java, J2EE, SDLC, Requirements Analysis, Requirements Gathering, Project Management, HP Quality Center, JSP, SQL
Education
University of Pune 2000 — 2004
Bachelor of Engineering, Electronics
S.P College 1998 — 2000
Higher Secondary School, Science
St. Miras School 1987 — 1998
SSC
Invesco US September 2015 - Present
Bank of Singapore February 2014 - June 2014
Citi Bank October 2011 - May 2013
HSBC Global Technology India November 2004 - April 2011
Skills
Core Java, J2EE, SDLC, Requirements Analysis, Requirements Gathering, Project Management, HP Quality Center, JSP, SQL
Education
University of Pune 2000 — 2004
Bachelor of Engineering, Electronics
S.P College 1998 — 2000
Higher Secondary School, Science
St. Miras School 1987 — 1998
SSC
Joe Christianson's Invesco US Experience February 2014 - May 2014
Job Internal Sales Consultant at Invesco US
Industry Financial Services
Experience
Invesco US February 2014 - May 2014
BlackRock May 2012 - March 2014
UBS Wealth Management May 2014 - 2014
The Bank of New York Mellon Trust Company March 2011 - May 2012
The Bank of New York Mellon Trust Company February 2007 - March 2011
The Bank of New York June 2005 - February 2007
Skills
Derivatives, Investments, Bonds, Financial Analysis, Loans, Analysis, Leadership, Trading, Management, Account Reconciliation, Bloomberg, Microsoft Excel, Fixed Income, Financial Modeling, Portfolio Management, Valuation, Hedge Funds, Asset Management, Mutual Funds, Capital Markets, Financial Services, Structured Finance, Corporate Finance, Finance
Education
The University of Iowa College of Law Iowa 2001 — 2003
University of Houston 1997 — 2001
B.S, Mathematics
Invesco US February 2014 - May 2014
BlackRock May 2012 - March 2014
UBS Wealth Management May 2014 - 2014
The Bank of New York Mellon Trust Company March 2011 - May 2012
The Bank of New York Mellon Trust Company February 2007 - March 2011
The Bank of New York June 2005 - February 2007
Skills
Derivatives, Investments, Bonds, Financial Analysis, Loans, Analysis, Leadership, Trading, Management, Account Reconciliation, Bloomberg, Microsoft Excel, Fixed Income, Financial Modeling, Portfolio Management, Valuation, Hedge Funds, Asset Management, Mutual Funds, Capital Markets, Financial Services, Structured Finance, Corporate Finance, Finance
Education
The University of Iowa College of Law Iowa 2001 — 2003
University of Houston 1997 — 2001
B.S, Mathematics
Tony Gebben's Invesco US Experience September 2008 - Present
Job Unit Trust Syndicate and Underwriting Senior Specialist at Invesco Unit Trusts
Industry Investment Management
Experience
Invesco US September 2008 - Present
Wells Fargo Advisors June 2007 - September 2008
Ameriprise Financial Services, Inc. June 2006 - March 2007
Skills
Uniform Combined State..., Series 24, Series 7, Series 66, Investments, Unit Trusts, Unit Investment Trusts, Relationship Management, Account Management, Financial Markets
Education
University of Nebraska-Lincoln 2014 — 2017
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Arts, Economics
Invesco US September 2008 - Present
Wells Fargo Advisors June 2007 - September 2008
Ameriprise Financial Services, Inc. June 2006 - March 2007
Skills
Uniform Combined State..., Series 24, Series 7, Series 66, Investments, Unit Trusts, Unit Investment Trusts, Relationship Management, Account Management, Financial Markets
Education
University of Nebraska-Lincoln 2014 — 2017
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Arts, Economics
Sheldon Joiner's Invesco US Experience January 2014 - Present
Job Fund Accountant Valuations
Industry Financial Services
Experience
Invesco US January 2014 - Present
Invesco October 2013 - January 2014
T-Mobile 2005 - 2012
Skills
Management, Customer Service, Sales Presentations, Human Resources, Marketing Strategy, Account Management, Recruiting, Contract Negotiation, New Business Development, Wireless, Product Marketing, Cross-functional Team..., Telecommunications, Finance, Strategic Planning, Social Media, Microsoft Word, Training, SAP, Employee Training, Microsoft Office, PowerPoint, Microsoft Excel, Inventory Management, Leadership Development, Sales Operations, Building Relationships, Business Development, Sales, Team Building, Sales Management, Leadership, Retail, Operations Management, Team Leadership, Cold Calling, Customer Experience, Direct Sales, Customer Satisfaction, Customer Retention, Auditing, Mutual Funds, Trading, Accounting
Education
University of Houston-Downtown 2011 — 2013
Bachelor of Arts (BA), Finance, 3.4
Invesco US January 2014 - Present
Invesco October 2013 - January 2014
T-Mobile 2005 - 2012
Skills
Management, Customer Service, Sales Presentations, Human Resources, Marketing Strategy, Account Management, Recruiting, Contract Negotiation, New Business Development, Wireless, Product Marketing, Cross-functional Team..., Telecommunications, Finance, Strategic Planning, Social Media, Microsoft Word, Training, SAP, Employee Training, Microsoft Office, PowerPoint, Microsoft Excel, Inventory Management, Leadership Development, Sales Operations, Building Relationships, Business Development, Sales, Team Building, Sales Management, Leadership, Retail, Operations Management, Team Leadership, Cold Calling, Customer Experience, Direct Sales, Customer Satisfaction, Customer Retention, Auditing, Mutual Funds, Trading, Accounting
Education
University of Houston-Downtown 2011 — 2013
Bachelor of Arts (BA), Finance, 3.4
Charles Evans's Invesco US Experience May 2013 - Present
Job Director of Business Intelligence and Data Strategy at Invesco
Industry Investment Management
Experience
Invesco US May 2013 - Present
Invesco US October 2011 - April 2013
Invesco US June 2010 - September 2011
Invesco US June 2009 - May 2010
Invesco US June 2007 - May 2009
Invesco US April 2005 - June 2007
Education
University of Houston 2001 — 2004
Finance
Invesco US May 2013 - Present
Invesco US October 2011 - April 2013
Invesco US June 2010 - September 2011
Invesco US June 2009 - May 2010
Invesco US June 2007 - May 2009
Invesco US April 2005 - June 2007
Education
University of Houston 2001 — 2004
Finance
Rachael Boles's Invesco US Experience April 2008 - Present
Job Senior Brand Marketing Specialist at Invesco Distributors, Inc.
Industry Investment Management
Experience
Invesco US April 2008 - Present
Houston Chronicle 2004 - April 2009
Skills
Copywriting, Copy Editing, Social Media, Editing, Blogging
Education
University of Houston
Bachelor's Degree, Journalism
Invesco US April 2008 - Present
Houston Chronicle 2004 - April 2009
Skills
Copywriting, Copy Editing, Social Media, Editing, Blogging
Education
University of Houston
Bachelor's Degree, Journalism
Danish (Dan) Dhukka's Invesco US Experience September 2013 - Present
Job Client Service Rep. at Invesco US
Industry Financial Services
Experience
Invesco US September 2013 - Present
Wells Fargo Bank October 2011 - September 2013
Skills
Series 6, Loans, Credit, Banking, Consumer Lending, Cross Selling, Wealth Management, Investments, Small Business Lending, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Lending, Commercial Banking, Loan Origination, Lines Of Credit, Mortgage Banking
Education
University of Houston 2006 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Invesco US September 2013 - Present
Wells Fargo Bank October 2011 - September 2013
Skills
Series 6, Loans, Credit, Banking, Consumer Lending, Cross Selling, Wealth Management, Investments, Small Business Lending, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Lending, Commercial Banking, Loan Origination, Lines Of Credit, Mortgage Banking
Education
University of Houston 2006 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
James Gassman's Invesco US Experience August 2000 - September 2005
Job Senior Equity Analyst at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management July 2014 - Present
Thornburg Investment Management July 2011 - Present
Robert W. Baird & Co. September 2006 - July 2011
Invesco US August 2000 - September 2005
Southwest Securities July 1998 - August 2000
Capital Group October 1993 - July 1996
Skills
Equities, Portfolio Management, Investments, Asset Management, Mutual Funds, Financial Modeling, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of the Pacific - Eberhardt School of Business 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Thornburg Investment Management July 2014 - Present
Thornburg Investment Management July 2011 - Present
Robert W. Baird & Co. September 2006 - July 2011
Invesco US August 2000 - September 2005
Southwest Securities July 1998 - August 2000
Capital Group October 1993 - July 1996
Skills
Equities, Portfolio Management, Investments, Asset Management, Mutual Funds, Financial Modeling, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of the Pacific - Eberhardt School of Business 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Brian Koester's Invesco US Experience January 2014 - Present
Job Client Services at Invesco US
Industry Financial Services
Experience
Invesco US January 2014 - Present
Discount Tire Company November 2008 - December 2013
Skills
Series 6, Access, Microsoft Excel, Customer Satisfaction, Financial Analysis, PowerPoint, Time Management
Education
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Finance
Invesco US January 2014 - Present
Discount Tire Company November 2008 - December 2013
Skills
Series 6, Access, Microsoft Excel, Customer Satisfaction, Financial Analysis, PowerPoint, Time Management
Education
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Finance
Jonathan Salzberg's Invesco US Experience December 2014 - February 2015
Job Fund (Valuation) Accountant II at Hand Benefits & Trust
Industry Capital Markets
Experience
Hand Benefits & Trust May 2015 - Present
General Electric (Power & Water) March 2015 - April 2015
Invesco US December 2014 - February 2015
Bankers Life November 2006 - November 2009
Computer Science Corporation Credit Services January 2006 - July 2006
US Navy November 1998 - January 2006
Skills
Analysis, Financial Analysis, Microsoft Excel, Project Management, Management, Customer Service, Microsoft Word, PowerPoint, Leadership, Research, Finance, Marketing, Budgets, Risk Management, Excel VBA, R-studio, Matlab, SQL, C++, Asset Management, Equity Research Analysis, Data Mining analysis &..., Business Strategy &..., Risk Analysis, SAP, PeopleSoft, Training, Investments, Accounting, Financial Modeling, Portfolio Accounting..., Eagle Investment System, Mobius, Oracle Financials, Aladdin, Microsoft Office, Access
Education
University of Houston 2009 — 2014
Bachelor of Science (B.S.), Financial Mathematics
University of Houston
Hand Benefits & Trust May 2015 - Present
General Electric (Power & Water) March 2015 - April 2015
Invesco US December 2014 - February 2015
Bankers Life November 2006 - November 2009
Computer Science Corporation Credit Services January 2006 - July 2006
US Navy November 1998 - January 2006
Skills
Analysis, Financial Analysis, Microsoft Excel, Project Management, Management, Customer Service, Microsoft Word, PowerPoint, Leadership, Research, Finance, Marketing, Budgets, Risk Management, Excel VBA, R-studio, Matlab, SQL, C++, Asset Management, Equity Research Analysis, Data Mining analysis &..., Business Strategy &..., Risk Analysis, SAP, PeopleSoft, Training, Investments, Accounting, Financial Modeling, Portfolio Accounting..., Eagle Investment System, Mobius, Oracle Financials, Aladdin, Microsoft Office, Access
Education
University of Houston 2009 — 2014
Bachelor of Science (B.S.), Financial Mathematics
University of Houston
Sharon Lester's Invesco US Experience October 1996 - November 2010
Job Director of Investment Operations at Bridgeway Capital Management, Inc.
Industry Investment Management
Experience
Bridgeway Capital Management, Inc. December 2010 - Present
Invesco US October 1996 - November 2010
Westcap Securities January 1992 - October 1996
Education
University of Houston-Downtown 1973 — 1978
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bridgeway Capital Management, Inc. December 2010 - Present
Invesco US October 1996 - November 2010
Westcap Securities January 1992 - October 1996
Education
University of Houston-Downtown 1973 — 1978
Bachelor of Business Administration (BBA), Business Administration and Management, General