Wayne is responsible for representing the Invesco Global Consulting coaching and consultation platform to financial professionals across the Midwest. He has regularly presented on a wide range of financial topics at industry conferences, webinars, and branch offices, and he has been interviewed by financial reporters seeking insight on practice management, wealth, and generational topics.
Prior to joining Invesco in 2020, Wayne was the head of intermediary distribution at Wells Fargo Asset Management, where he led a 140+ person team responsible for the distribution of mutual funds and separately managed accounts through broker/dealers, registered investment advisors, private banks, and retirement record-keepers. He also oversaw multiple strategic and leadership initiatives across the firm and served as an executive for the My Generation team member network. Previously, he was the national sales manager and a divisional manager at Wells Fargo Asset Management. Wayne holds the Certified Financial PlannerTM (CFP) and Certified Fund SpecialistTM (CFS) designations, as well as the Series 7, 24, and 63 registrations. He is a graduate of Millersville University, where he earned a BA in business administration. |
Jay specializes in practice development, team leadership, communication, collaboration and adult-learning behavior. He and his team provide coaching to financial professionals across the country, and he frequently speaks regionally and nationally on behalf of Invesco Global Consulting (IGC). Jay is also a member of the IGC Leadership Team, which focuses on helping financial professionals grow, keep and optimize their practices in a complex and competitive business environment.
A keynote speaker, executive coach and author, Jay has worked in the financial services industry since 1999. His writing has been featured in multiple industry publications, and he is the coauthor of The Three Commitments of Leadership: How Clarity, Stability and Rhythm Create Great Leaders.1
Jay joined Invesco in 2019 when the firm combined with OppenheimerFunds. Previously, he was a Director of Business Consulting and head of CEO Advisor Institute Marketing at OppenheimerFunds. Prior to these positions, Jay held various leadership roles in the financial industry, including head of learning and development, national sales manager and head of professional development at ING, MassMutual and The Hartford, respectively. Jay earned a degree in economics and finance from the University of Massachusetts and a BS in business management from Western Governors University. He holds the Series 7 and 63 industry registrations.
Jay lives in Longmeadow, Massachusetts, with his wife and three daughters. In his free time, he enjoys writing music with his kids and coaching their sports teams from the sidelines. He also leads a nonprofit music school
in Springfield, Massachusetts. |
