Chris Werner
Senior Director Education Savings at Invesco US | Houston, Texas, United States
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Chris Werner is a seasoned professional in the financial services industry, currently serving as the Senior Director of Education Savings at Invesco Distributors, Inc. In this pivotal role, Chris spearheads the distribution efforts for the Rhode Island CollegeBound Advisor-sold 529 plan, a vital resource for families looking to invest in their children's education. With a deep understanding of 529 plans, Chris leads a dedicated team of three, focusing on the education and training of Financial Advisors and Broker Dealers, ensuring they are well-equipped to guide their clients through the intricacies of education savings.
Under Chris's leadership, the team has developed comprehensive training programs that not only enhance the knowledge of financial professionals but also empower them to effectively communicate the benefits of 529 plans to their clients. This commitment to education is critical in a landscape where families are increasingly seeking ways to manage the rising costs of higher education. Chris's expertise in investments, asset allocation, and wealth management enables him to provide valuable insights into how 529 plans can fit into broader financial strategies.
In addition to his role in distribution and relationship management with the Rhode Island 529 staff, Chris has a proven track record in alternative investments and mutual funds, which further enriches his approach to education savings. His extensive experience, including holding Series 7 and Series 24 licenses, positions him as a trusted resource in the industry. As he continues to drive the success of the RI CollegeBound program, Chris remains dedicated to fostering a culture of learning and collaboration, ensuring that both financial advisors and their clients have the tools they need to achieve their education savings goals.
Senior Director Education Savings at Invesco US in December 2019 to Present
Vice President, Distribution & Investments at OppenheimerFunds, Inc. in September 2015 to December 2019
Vice President, College Savings Consultant at OppenheimerFunds, Inc. in January 2010 to September 2015
Vice President, Due Diligence--529 Investment Analyst at OppenheimerFunds, Inc. in January 2009 to December 2009
Vice President, Key Accounts, Due Diligence Manager at OppenheimerFunds, Inc. in January 2008 to December 2008
Vice President, External Wholesaler at OppenheimerFunds, Inc. in June 2004 to December 2007
Investment Consultant, External Wholesaler at Rydex Investments in January 2000 to June 2004
Separately Managed Accounts Sales at MERRILL LYNCH GLOBAL ASSET MANAGEMENT LIMITED in January 1998 to January 2000
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Investments
Alternative Investments
Mutual Funds
Asset Allocation
Separately Managed Accounts
Series 7
Hedge Funds
Series 63
Finance
Wealth Management
Series 24
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Discover more about Invesco USWhat is Chris Werner email address?
Email Chris Werner at [email protected]. This email is the most updated Chris Werner email found in 2026.
What is Chris Werner phone number?
Chris Werner phone number is +13037601088 and +12123230727.
How to contact Chris Werner?
To contact Chris Werner send an email to [email protected]. If you want to call Chris Werner try calling on +13037601088 and +12123230727. (updated on October 29, 2024)
What company does Chris Werner work for?
Chris Werner works for Invesco US
What is Chris Werner's role at Invesco US?
Chris Werner is Senior Director Education Savings
What industry does Chris Werner work in?
Chris Werner works in the Investment Management industry.
Chris Werner Email Addresses
Chris Werner Phone Numbers
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