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October 11, 1944 - November 13, 2022
Dick Berry passed away at 78 after a long and courageous battle with cancer. Dick was Chief investment Officer of municipal bond investing at AIM and then Invesco where he worked for 25 years. He then joined other AIM Alumni at Brasada Capital for 10 years, where he was a Fixed Income Portfolio Manager. Dick was witty, hardworking, and compassionate towards everyone, and he saw a great return because of this throughout his life.
With more than 200 of our members having worked at the firm for twenty years or more, this blog story and the newsletter will feature stories from our members about their time with the firm.
The two strengths that have kept me at AIM/Invesco are the people and career progressionBryan Richardson
Manuel Castro celebrated 27 years with the firm this year. Manuel is a Senior Derivatives Analyst in Portfolio Operations. "In my 27 years with the firm, I have done settlements for Domestic, Foreign, Fixed Income, TBAs, Powershares and Money Market. "I am very blessed to still be working here," said Manuel. "Some of my fondest memories at AIM were the barbeques after reaching a billion in assets under management. The once a year picnic and most of all the Christmas party. But I also missed the quarterly meeting with Mr. Bauer( God rest his sole ) and then Mr. Bob Graham. I remember when I first started at AIM, Mr. Bauer came to our new employee orientation and took the time to meet us and tell us the beginning of AIM and how it was founded by Charles (Ted) Bauer, Bob Graham and Gary Crum. Now with the recent pandemic, I realized the importance of spending more time with family. I am very thankful to AIM Investments (AIM Family of Funds) for giving me the opportunity to start my investment career and still be working with Invesco."
Manuel is pictured in Las Vegas with his daughter, wife, and his father.
With the recent pandemic, I realize the importance of spending more time with familyManuel Castro
We were busier than a one-armed paper hangerConnie Porter
Bryan Richardson has been with the firm since 1995.
The company has often done a great job promoting from within...opening new doors for my careerBryan Richardson
"The two strengths that have kept me at AIM/Invesco for so many years are the people and continued career progression opportunities," said Bryan. "In terms of the people, many of my co-workers over the years have become some of my closest friends. We’ve been able to celebrate the most important things in life including weddings, the birth of children, kids graduating from high school and moving onto college, and retirement from Invesco and other firms. In terms of career progression opportunities, the company has often done a great job at promoting from within rather than going outside to fill positions, and that has always opened new doors for my career."
Rudy Cabarrubia is a Client Relationship Manager covering Retirement and Insurance Partners. "I began my career with AIM Funds in 1999 in the Transfer Agent as a Representative within the AIM Summit Group," said Rudy. "This team was a subset of Client Services that had the primary responsibilities of supporting clients invested in the AIM Summit Fund. After holding several positions in the Transfer Agent I found my calling at AIM/Invesco when I accepted a position in 2004 with the Distributor’s Institutional Business Development team. My early experiences on this team helped lay the foundation to a long-term career as a Client Relationship Manager partnering with some of the firms largest and most tenured clients in the Retirement and Insurance space.
What kept me at the firm has been the amazing people I've had the privilege of working with and the friendships built over the yearsRudy Cabarrubia
"What has kept me at the firm has been the amazing people I’ve had the privilege of working with and the friendships built over the years. Some of my closest friends today are with people I originally met at AIM.
Lidia will soon mark 25 years with the firm where she is a Senior Compliance Officer - Trust. "In 1999 I started off as an administrative assistant in the pricing group under the leadership of Mary Benson," said Lidia.
"With the help of the firm, I was able to go back to school, earn my finance degree and move up to assistant manager. One of my highlights in that team was in 2012 when I was offered a 4-month secondment in London with their pricing team. I had never been overseas before, and it was an unforgettable experience! I even had a chance to have a pint with Jeff Andrews! In 2014, as part of the company’s mentorship program, I was able to recognize it was time for a change and fortunately landed in my current group – Invesco’s Distributor’s compliance team supporting Invesco’s Trust Company. I am grateful for the people I have met along the way, many of whom have changed my life, but there are no words to describe how I will forever be appreciative in meeting Rudy Cabarrubia.
I am grateful for the people I have met along the way, many of whom changed my lifeLidia Resendiz
He made me realize there was so much more to life than just being behind those beige cubicle walls. Rudy solidified the definition of happiness for me."
Terri Fiedler is President and CEO of AIG Financial Distributors, the sales and distribution organization for AIG Life & Retirement. In this role, Terri oversees sales for the entire spectrum of protection, retirement savings and lifetime income solutions across a broad range of distribution channels.
Terri's first job in the Financial Services industry was with AIM as a marketing specialist (internal wholesaler) in 1993 before she was promoted to Key Account Manager in 1995. “I’ll never forget Patti Hefley helping me with formatting my resume before I was to interview with B.J. Thompson,” recalls Terri.
The founders and senior leadership at AIM ensured employees could earn increased responsibility and new rolesTerri Fiedler
B.J. hired Terri, and she was ready to prove herself as a Marketing Specialist. For the next nearly 20 years, Terri primarily focused on National Accounts for AIM and then Invesco, building up an impressive roster of wins and adding increasing levels of management responsibility. Then, in 2012, Terri joined AIG Life & Retirement as Executive Vice President, Strategic Accounts and began her role as CEO of AIG Financial Distributors in May 2019.
2021 Outstanding Woman in Banking and Finance
The Women’s Resource of Greater Houston recognized Terri as an Outstanding Woman in Banking and Finance at its largest annual fundraising event in Houston last year. The organization's mission of helping women and girls make choices toward becoming independent, productive and financially stable is a cause that Terri is passionate about.
“The Women’s Resource has created so many fantastic programs and tools to help women gain the financial skills and knowledge they need to improve their lives,” Terri notes. “I was so thankful to receive this recognition from an incredible organization that does such important work across the Houston community.”
Supporting Women in Financial Services
Terri’s leadership style has always been an inclusive, culture-driven one. She consistently demonstrates a willingness to share her expertise with others, particularly with female professionals.
I frequently encourage women to identify career opportunities that look like a stretch, but are actually a challenge they are ready to take onTerri Fiedler
“The founders and senior leadership at AIM ensured employees could earn increased responsibility and new roles, and I am grateful to have had the opportunity to achieve so much with AIM,” reflects Terri. “Still, the story across financial services is one where more senior levels of management become increasingly male-dominated. Clients would benefit from more female leaders throughout our industry.”
Several years ago, Fiedler worked with her colleagues at AIG Life & Retirement to create the Women in Distribution networking group. The group has become a setting for female colleagues to build relationships and help one another enhance their careers.
Clients would benefit from more female leaders throughout our industryTerri Fiedler
“One of the most significant moments in my career at AIM was when I became a Key Account Manager,” reflects Terri. “As I was considering this role, it felt far beyond what I was ready for at that time. Without the encouragement of my mentors and my husband, I might not have gone through with the application. Now, I frequently encourage women to identify career opportunities that look like a stretch, but are actually a challenge they are ready to take on.”
Today, the AIG networking group includes hundreds of colleagues across all levels in the organization. “It’s been such a pleasure to see so many women take advantage of our Women in Distribution Network to grow their professional careers,” says Terri. “Across our industry, we’ve seen many positive steps taken around diversity and I intend to do what I can to continue this progress in the years to come.”