I am a financial trainer currently based in Singapore. I am an American-born British citizen who has taught students on 4 continents, including over a dozen countries so far. I specialise in teaching securities, derivatives, risk, and operations for delegates ranging from pre-interns to senior officers. I also prepare students for the CFA® Level I examination.
I began my career in the financial services industry in 1994 as an intern at Merrill Lynch before completing a degree in Business Administration from Villanova University.
After I graduated, I worked in market data services at Paine Webber before moving into a role as a financial analyst for global corporate equity derivatives at Lehman Brothers, where I was responsible for hedge, swap and cash reconciliations of all equity swap books.
In 1998, I joined Credit Suisse Financial Products as a trader operations specialist, where I worked with the OTC traders and acquired a great deal of product knowledge of fixed income and equity OTC derivatives, and, perhaps most importantly, a risk awareness of the operations process.
I transferred to the London office of Credit Suisse and moved to a role as front office business support. Here I dealt with fixed income and equity futures, FX, Eurobonds, European government bonds and US corporate bonds. While I was in this role, I earned a Master’s degree in Finance from London Business School. For the final 4 years of my time at Credit Suisse, I was an institutional broker whose main clients were hedge funds and midsize European banks. I left as a Vice President in Listed Derivatives.
I needed a change, so after a year of travel and relaxation, I decided that I wanted to teach.
Now I train towards the CFA qualification and design and deliver a range of technical finance training courses and graduate programmes for clients. I’m based in Singapore and I have trained in a number of countries across the region and the world.