Partner with Impact Partners Consulting and Distribution. Previously, Regional Director with Invesco representing the firms full lineup of mutual funds, ETFs and SMAs. Expertise centers on investment analysis, investment manager due diligence, and portfolio management. Nearly two decades of ...more

Partner with Impact Partners Consulting and Distribution. Previously, Regional Director with Invesco representing the firms full lineup of mutual funds, ETFs and SMAs. Expertise centers on investment analysis, investment manager due diligence, and portfolio management. Nearly two decades of financial services and consulting experience. RYDEX|SGI, Director and with the Actuarial Consulting Group as Director of Research. Also worked at Wachovia Securities where I served as Portfolio Strategist for the nearly $30 billion discretionary fee-based mutual fund platform and the $14 billion separate account manager platform. Financial Specialist with Wachovia Bank, N.A. and prior, a consultant for the health insurance and occupational safety & health (OSHA) industries. Also served as a Noncommissioned Officer in the United States Army.less