Verified recordFinancial Services

Chris Werner

Senior Director Education Savings at Invesco Us

Based in Houston, United States

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Seniority

Director

Department

Education

Location

Houston

Industry

Financial Services

Company size

5K

Contact information

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Email

1 credit

c•••••••@invesco.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Chris Werner

I am currently Senior Director Education Savings with Invesco Distributors, Inc. I lead the team responsible for the RI CollegeBound 529 program. We specialize in 529 distribution, education, training and continuing education to Financial Advisors and Broker Dealers and their clients. I have held many positions related to 529 plans including: relationship management, sales, Investment Consultant relations. Before joining Invesco in 2020, I was part of OppenheimerFunds. Prior to my various roles with OppenheimerFunds I was a Regional Vice President with RydexFunds and Merrill Lynch Asset Management. My education includes a B.S. in Business from Colorado State University, a Master’s Degree in International Management from the University of Denver, and a Master’s in Security Analysis and Portfolio Management from Creighton University. I earned the CIMA designation in 2005 and am currently a CFA level candidate. I have held various positions in the investment industry for the last 22 years.

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