Executive Consultant, Invesco Global Consulting

Dave Thomas CRPC®


David represents the Invesco Global Consulting coaching and consultation platform to financial professionals across the mid-Atlantic region. In that role, he offers a depth of experience in creating, building and growing financial professionals’ skills as they pertain to their businesses and the people they serve.

David joined Invesco when the firm combined with OppenheimerFunds in 2019. Prior to his current role, he was a senior advisor consultant at OppenheimerFunds for the Northern Virginia and Richmond area. In that role, he took a consultative approach to supporting financial professionals by taking time to understand their businesses and offering a broad range of insights, tools and resources designed to enhance the success of their practices. Before joining OppenheimerFunds in 1994, David worked as a financial professional at Independent Financial Marketing Group in its bank division. He also held the position of financial professional at Capital Financial Group and began his career at Mutual of New York. David holds the Series 7 and 63 registrations and the Chartered Retirement Planning Counselor designation. He earned a BBA in finance and an MBA from James Madison University.

Dave resides in Arlington, Virginia.

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