Paul is Managing Director Consulting Development & Delivery for Invesco Global Consulting, where he is responsible for helping to build a world-class coaching and consulting organization and for evolving Invesco’s field force into high-level business and team consultants. He is an industry thought leader and speaker on such wide-ranging topics as team construction and performance, transformational leadership, providing historical and market perspective to ultra-high-net-worth clients, and building a life on purpose.

Paul joined Invesco when the firm combined with OppenheimerFunds in 2019. He began his career at Merrill Lynch, first as a financial professional and then as a complex director. He later moved to Smith Barney, where he led a professional development and consulting department for the top 10% of the firm’s financial professionals. While at Smith Barney, he also designed programs and capabilities such as the Smith Barney Institute, which seeks to construct high-performance practices and synergistic teams and to help them reach the next level of success. Paul earned a degree from the University of Arizona, and he holds the Series 7, 8, 23 and 63 registrations.

Paul is married to his college sweetheart, Susan, and they have three children: Shannon, TJ and David. Paul and his wife enjoy spending time with their grandchildren, Kiyah and James.