Gordon Lau, CIMA®

Experience

• 

  Prudential Securities

  Jan 1996 - Jan 2000

  Compliance Examination Supervisor
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  Merrill Lynch

  Jan 2000 - Jan 2011

  • Divisional Sales / Marketing Manager

    Jan 2008 - Jan 2011

  • Managed Solutions / PIA Specialist

    Jan 2003 - Jan 2008

  • Compliance Officer, Office of General Counsel

    Jan 2000 - Jan 2003
• 

  Invesco Ltd.

  Aug 2011 - May 2019

  Senior Director

  • Successfully led Invesco’s relationships with top tier clients Merrill Lynch and JPMorgan• Invesco is now ML's #4 asset manager partner (gross sales, all products, up from 10+) out of 200+ partners• Align Invesco’s priorities and resources with the client’s strategic goals• Grown Invesco’s brand and profile at ML by negotiating and winning national keynote speaking slots and frequent firmwide advertising• Led a team that efficiently marshals and manages Invesco’s broad resources for the benefit of the client and our firm• Won numerous key model portfolio placements with leading investment strategies at ML and JPM resulting in $ billions in new sales to Invesco.• Built Invesco’s profile front and center with ML’s home office. • Traveled with Invesco sales teams to make personal introductions and connections to the many ML FAs I’ve worked with over the years. Show less

• 

  FUSE Research Network

  May 2019 - May 2021

  Consultant / Contributing Writer
• 

  HighTower

  Jan 2020 - May 2020

  Director, Investor Relations
• 

  Wells Fargo Advisors

  Apr 2021 - now

  Branch Manager of WFA’s Bloomington, Champaign, Decatur, Peoria and Springfield, IL offices.

  • Branch Manager - Executive Director

    Aug 2024 - now

  • Market Sales Manager

    Jul 2023 - Aug 2024

  • Productivity Consultant

    Apr 2021 - Jul 2023