Tim is responsible for representing Invesco Global Consulting’s personal and professional development programs to financial professionals across the west. Tim joined Invesco when the firm combined with OppenheimerFunds in 2019. Prior to joining OppenheimerFunds in 2014, he was head of training and development, as well as manager of the national sales desk, at Voya Investment Management.

Tim’s earlier experience includes serving as team manager and trainer at Charles Schwab & Co., Inc., where he managed teams of brokers and was a member of the training team that took Schwab’s financial professionals into the wealth management stage of their businesses. He began his career in financial services in 1996 as a financial professional with Prudential Securities. Tim earned a BS in organizational communications from the University of New Mexico, and he holds the Certified Fund Specialist, Chartered Mutual Fund Counselor and Certified Investment Management Analyst designations, as well as the Series 7, 9/10 and 63 registrations. He also earned an Associate Certified Coach designation from the International Coaching Federation in 2017. Tim lives in San Diego, California with his wife, Jessica, and their three kids.