Invesco Global Consulting Who We Are
Our team is dedicated to delivering unique and creative solutions designed to help financial professionals grow, keep, and optimize their businesses.
Wayne is responsible for representing the Invesco Global Consulting coaching and consultation platform to financial professionals across the Midwest. He has regularly presented on a wide range of financial topics at industry conferences, webinars, and branch offices, and he has been interviewed by financial reporters seeking insight on practice management, wealth, and generational topics.
Prior to joining Invesco in 2020, Wayne was the head of intermediary distribution at Wells Fargo Asset Management, where he led a 140+ person team responsible for the distribution of mutual funds and separately managed accounts through broker/dealers, registered investment advisors, private banks, and retirement record-keepers. He also oversaw multiple strategic and leadership initiatives across the firm and served as an executive for the My Generation team member network. Previously, he was the national sales manager and a divisional manager at Wells Fargo Asset Management. Wayne holds the Certified Financial PlannerTM (CFP) and Certified Fund SpecialistTM (CFS) designations, as well as the Series 7, 24, and 63 registrations. He is a graduate of Millersville University, where he earned a BA in business administration.
Our team is dedicated to delivering unique and creative solutions designed to help financial professionals grow, keep, and optimize their businesses.
Invesco Global Consulting is the industry’s largest communication and consulting services group with a focus on financial professionals.¹ Our research-based resources and actionable insights are crafted to focus on four key aspects of your business: new business development, wealth management, practice management and client service
To learn more about Invesco Global Consulting services and resources, you can contact us here.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and CFP® in the US, which are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
1 Source: RA Prince & Associates, Inc. as of 3/31/20
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