Donna Wilson
Upper Montclair,NJ
Summary
Experienced asset manager with over three decades of experience leading investment solutions and dynamic teams. Proven track record of driving company objectives while nurturing team growth. Expert in client relations, stakeholder communication, and partnership building. Advocate for positive corporate culture and empowering women and people of color in finance.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Managing Director
Invesco Wealth Management Platforms
New York, NY
07.2018 - Current
- Member of the Wealth Management Platforms Leadership team.
- Managed team that presented Invesco's investment capabilities to research professionals overseeing fund due diligence at wealth management intermediaries.
- Added 250 investment capabilities annually on platform for past three years including Mutual Funds, ETFs, SMAs, Private Markets, and Models.
Head of Client Portfolio Management
Invesco Quantitative Strategies
New York, New York
09.1999 - 06.2018
- Promoted in 2004 to Global Management Team, responsible for strategic planning and direction.
- Surrogate portfolio manager responsible for managing relationships with pension fund fiduciaries.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Developed unique investment options to effectively cater to client preferences.
- Collaborated with cross-functional teams to successfully achieve organizational objectives.
Education
MBA - Finance
Wharton School of Business, University of PA
Philadelphia, PABachelor of Arts - Economics
Hampton University
Hampton, VASkills
- Investment Management
- Wealth Management Distribution
- Building Client Relationships
- Trusted Leader
- Proficient Orator
- Digital Disruption and Strategy
- Leading and Managing Change
- Culture Champion
Certification
- Executive IQ by Money Management Institute Alumni. May 2024
- Introduction to Digital Transformation, University of Virginia Darden School, January 2024
- General Securities Principal, August 2018
Board of Directors
- Women's Bond Club of NY - Member since 2016, now serving as Treasurer on its Executive Committee
Business Affinity Groups
- Co-Founded Invesco's Women's Network in 2010 and now co-chair Global Advisory Committee
- Serve on Executive Steering Committee of Invesco's Black Professionals Network
Timeline
Managing Director
Invesco Wealth Management Platforms
07.2018 - Current
Head of Client Portfolio Management
Invesco Quantitative Strategies
09.1999 - 06.2018
MBA - Finance
Wharton School of Business, University of PA
Bachelor of Arts - Economics
Hampton University
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