image

Profile

KT represents Invesco Global Consulting’s personal and professional development programs to financial professionals across the Southeast. She has a passion for working with financial professionals and coaching them on marketing and business development initiatives.

KT joined Invesco in 2019 when the firm combined with OppenheimerFunds. Before joining OppenheimerFunds, she held several leadership positions over the course of two decades at Morgan Stanley and Smith Barney, including director of marketing for their consulting group, director of marketing for Smith Barney Asset Management’s private portfolio group, director of the firm’s branch marketing, and head of the firm’s relationship management team. In addition, she was the head of marketing for all products under Investment Services and Client Solutions. She also presented in branch offices and at major training events around the nation, and hosted an internal TV program, The Power of Marketing. KT earned a degree in marketing communications from The Ohio State University and holds the Series 7, 24, and 63 registrations.

success failure

Start the conversation.

To learn more about Invesco Global Consulting services and resources, you can contact us here. 

Start the conversation.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

When you interact with us, we may collect information about you which constitutes personal data under applicable laws and regulations. Our privacy notice explains how we use and protect your personal data.