1
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0
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7y
Years active
Experience · 5 entries
All (5)
Investments (1)
2019
2005
Regional Vice President - Mid-Atlantic Region - Broker Dealer Channel
Aug 2005
Amundi, the leading European asset manager, ranking among the top 10 global players*, offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. This offering is enhanced with IT tools and services to cover the entire savings value chain. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than €2.3 trillion of assets** .
With its six international investment hubs**, financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape.
Amundi clients benefit from the expertise and advice of 5,600 employees in 35 countries.
*Source: IPE “Top 500 Asset Managers” published in June 2025, based on assets under management as at 31/12/2024
**Amundi data as at 30/09/2025
***Paris, London, Dublin, Milan, Tokyo and San Antonio (via our strategic partnership with Victory Capital)
2004
A
Allegiant Asset Management
Managing Director National Accounts
Jul 2004
2000
Vice President, Regional Wholesaler - Pacific Northwest
Mar 2000
Invesco is dedicated to helping investors around the world rethink possibility. Our comprehensive range of high-conviction investment capabilities is designed to help you build portfolios in more precise and impactful ways, and not just settle for average. This high-conviction approach is built on three core tenets:
- A pure focus on investing. Were solely dedicated to managing money. Each investment team is focused on finding the best opportunities for our clients.
- Diversity of thought. Were never dominated by a single opinion. We challenge and inspire each other to explore possibilities and uncover valuable insights.
- Passion to exceed. We dont settle for average. We share a passion to help investors build portfolios that exceed their expectations.
For disclosure, visit invesco.com/socialmedia.
BEFORE INVESTING, INVESTORS SHOULD CAREFULLY READ THE PROSPECTUS AND/OR SUMMARY PROSPECTUS AND CAREFULLY CONSIDER THE INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES. FOR THIS AND MORE COMPLETE INFORMATION ABOUT THE FUND(S), INVESTORS SHOULD ASK THEIR ADVISORS FOR A PROSPECTUS/SUMMARY PROSPECTUS OR VISIT INVESCO.COM/FUNDPROSPCTUS.
Invesco Distributors, Inc. is the U.S. distributor for Invesco Ltd.’s retail products. Invesco Distributors, Inc. is an indirect, wholly owned subsidiary of Invesco Ltd.
1999
Vice President, Northwest Financial Institution Division
Jul 1999
Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income, alternative, multi-asset, and factor and revenue-weighted-ETF strategies.
On May 24, 2019, Invesco Ltd. and Massachusetts Mutual Life Insurance Company (MassMutual) announced the successful completion of Invescos acquisition of OppenheimerFunds from MassMutual: http://bit.ly/31SJpCq
Invesco delivers tailored insights and outcome-oriented solutions for an investment experience that helps you get more out of life. Let’s invest in greater possibilities together.
For disclosure, visit invesco.com/socialmedia.
BEFORE INVESTING, INVESTORS SHOULD CAREFULLY READ THE PROSPECTUS AND/OR SUMMARY PROSPECTUS AND CAREFULLY CONSIDER THE INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES. FOR THIS AND MORE COMPLETE INFORMATION ABOUT THE FUND(S), INVESTORS SHOULD ASK THEIR ADVISORS FOR A PROSPECTUS/SUMMARY PROSPECTUS OR VISIT INVESCO.COM/FUNDPROSPCTUS.
Invesco Advisers, Inc. is an investment advisor and does not sell securities. Invesco Distributors, Inc. is a U.S. distributor for retail products. Each entity is a wholly owned, indirect subsidiary of Invesco Ltd.
