
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.
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.
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.
1 Source: RA Prince & Associates, Inc. as of 3/31/20
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