Experience

Invesco Ltd.

• United States
• Financial Services
• 700 & Above Employee

• Senior Director, Business Strategy & Reporting

  • May 2021 - Present

  Atlanta, Georgia, United States Responsible for building, fostering, and maintaining new strategic relationships related to the Americas business by leveraging the resources of the entire firm. Passion for identifying client problems & opportunities, opening doors, and presenting Invesco’s broad capabilities to deliver client solutions.

• Director, Business Strategy & Reporting

  • Oct 2019 - May 2021

  Atlanta, Georgia, United States Within the Business Strategy and Reporting unit of the Chief Operating Officer of the America’s the team is responsible for accelerating and driving key strategic priorities along with supporting operating rhythm for leadership.

• Strategic Insights Director

  • Apr 2018 - Oct 2019

  Greater Atlanta Area The Strategic Insights Director (SID) is part of Invesco’s Wealth Management Intermediaries business (WMI) focused on the Americas retail market place. The Strategic Insights Director stays at the forefront of external and internal forces impacting WMI and continually identifies opportunities to grow the business and/or increase operational efficiencies while simultaneously ensuring client needs are being met.



Invesco Canada

• Canada
• Financial Services
• 200 - 300 Employee

• AVP Strategy and Business Intelligence

  • Sep 2017 - Apr 2018

  Toronto, Ontario, Canada Identify macro industry trends against organizational strengths and weaknesses to optimize Invesco’s competitive position in the marketplace. Deliver business intelligence and client insights that marketing, sales and senior leaders across the Canadian business.

• AVP, Corporate Strategy & Sales Operations

  • Dec 2013 - Sep 2017

  Toronto, Canada Area Work closely with existing senior sales and management executives including the President and COO of Invesco Canada. Assist in the planning and development of Invesco Canada’s objectives including the identification of organizational strengths and weaknesses as well as providing recommendations for operational efficiencies and client segmentation optimization. Responsible for developing and maintaining tools for strategic analysis and leading projects for implementation of strategy.

• Manager, Sales Operations

  • Oct 2011 - Dec 2013

  Toronto, Canada Area

• Manager, Regional Associates for the Prairies

  • Apr 2010 - Oct 2011

• Regional Sales Associate

  • Feb 2007 - Apr 2010

• Client Relationship Representative

  • Apr 2006 - Feb 2007