Invesco Global Consulting Who we are

Invesco Global Consulting is dedicated to delivering unique and creative solutions designed to help financial professionals grow, keep, and optimize their businesses.

Get to know our team:

Paul Brunswick

Head of Invesco Global Consulting
Wayne Badorf CFP®, CFS®, BFA™

Managing Director, Consulting Strategy and Execution, Invesco Global Consulting
Lisa Kueng

Managing Director, Business Development, Invesco Global Consulting
Jay Therrien

Managing Director of Executive Consulting, Invesco Global Consulting
Carl King

Senior Director, Executive Consultant, Invesco Global Consulting
Shannon Losey

Senior Director, Executive Consultant, Invesco Global Consulting
Tom Rocco CIMA®

Senior Director, Executive Consultant, Invesco Global Consulting
Maura Scherer

Senior Director, Executive Consultant, Invesco Global Consulting
Dave Thomas CRPC®

Senior Director, Executive Consultant, Invesco Global Consulting
John Thorpe

Senior Director, Executive Consultant, Invesco Global Consulting
Tim Wilkinson CFS®, CMFC®, CIMA®, ACC®

Senior Director, Executive Consultant, Invesco Global Consulting
Rob Kochel

Director, Consulting Development & Delivery, Invesco Global Consulting
Amanda Lambert

Practice Engagement Specialist, Invesco Global Consulting

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How to demonstrate your worth to your clients

New Business Development

How to ask for referrals

Practice Management

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Attain and retain high-net-worth clients

How to tell your story to prospective clients

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Invesco Global Consulting programs are for illustrative, informational and educational purposes. We make no guarantee that participation in any programs or utilization of their content will result in increased business for any financial professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Chartered Mutual Fund Counselor℠ and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA" and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.

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