Experience

Financial Edge Training

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Jan 2018 - Present

  Financial Edge provides financial institutions and consultancies with a complete financial training solution, including financial analysis, modeling, valuation, deal analysis (LBO and M&A), and a suite of continuing education programs. Our approach is to use the best trainers currently available, build highly customizable programs and ensure that every individual who attends our courses has the knowledge and confidence to deliver in their business area to the best of their ability. We also focus on using innovative e-learning to truly bring the subject matter alive. In just 24 months we have taught over 8,000 new hire professionals to the leading investment banks in New York and London Show less



Oxford Brookes University

• United Kingdom
• Higher Education
• 500 - 600 Employee

• Associate Lecturer

  • Feb 2017 - Present

  MSc Finance Programme Associate Lecturer MSc Finance Programme Associate Lecturer



ACW CONSULTING

• United States
• Information Technology & Services
• 1 - 100 Employee

• Director

  • Jul 2016 - Dec 2017

  FINANCIAL TRAINING DELIVERY Expert technical training at all levels – from intern to senior executive cross product training TRAINING CONSULTING Leading to success - enabling teams to grow and deliver results in a global environment FINANCIAL TRAINING DELIVERY Expert technical training at all levels – from intern to senior executive cross product training TRAINING CONSULTING Leading to success - enabling teams to grow and deliver results in a global environment



Taking a break

• Advertising Services
• 1 - 100 Employee

• Taking a break

  • Jan 2016 - Jun 2016

  Taking my first career break - will be looking for new opportunities in due course Taking my first career break - will be looking for new opportunities in due course



Wilmington Plc/AMT Training

• Managing Director

  • Feb 2015 - Dec 2015

  Wilmington Finance is a client focused knowledge area delivering the highest quality and tailored services to companies in the accounting and banking sectors. The Division consists of AMT Training and Mercia Group. - Divisional Director Wilmington Finance and Member of Wilmington Executive Committee Overall responsibility for strategic and financial planning; acquisition review; eLearning strategy Wilmington Finance is a client focused knowledge area delivering the highest quality and tailored services to companies in the accounting and banking sectors. The Division consists of AMT Training and Mercia Group. - Divisional Director Wilmington Finance and Member of Wilmington Executive Committee Overall responsibility for strategic and financial planning; acquisition review; eLearning strategy



AMT Training

• United Kingdom
• Professional Training and Coaching
• 1 - 100 Employee

• Managing Director

  • Oct 2006 - Dec 2015

  Global financial training firm with offices in London, Hong Kong and New York. Delivery of inhouse tailored training programmes and public courses. Main clients consist of top 10 investment banks globally, asset management firms, management consultants, accountancy and law firms, and business schools. AMT is owned by Wilmington plc. 2015 – Divisional Director (Finance Division), Wilmington plc 2012 – 2015 – Managing Director AMT 2006 – 2012 – Managing Director AMT EMEA & US Managed global firm from London head office. Instrumental in client acquisition and retention, recruitment and development of team, business development of new revenue streams, development of elearning and edelivery, financial management and budgeting. Delivery of training programs to global clients. Latterly appointed divisional director of Wilmington’s Finance Division whilst continuing to manage and lead Adkins Matchett & Toy. Expert in following topics: 1. Financial statement analysis with particular link to company strategy 2. Credit analysis and credit rating assessment 3. Financial modelling – business plan/scenario analysis/divisional analysis 4. Company valuation – peer group analysis, transaction analysis, DCF (traditional & two stage approach), LBO 5. Deal structuring – M&A analysis including sale & purchase agreements, LBO structuring, divestitures 6. Capital raising – equity and debt capital markets Global audiences taught: investment bankers, equity research, law profession, private equity, management consultancies, corporates, universities and business schools Show less


BG Consulting
• Australia
• Business Consulting and Services
• Training Consultant

  • 1998 - 2006


BT Alex.Brown

• United States

• Senior Associate

  • 1996 - 1998

  Investment banking - M&A advisory Investment banking - M&A advisory



Bank of Bermuda

• United States
• Banking

• Associate

  • 1994 - 1996

  Corporate finance advisory - reinsurance investments Corporate finance advisory - reinsurance investments



Lehman Brothers Holdings Inc.

• Financial Services
• 1 - 100 Employee

• Analyst

  • 1992 - 1994

  M&A advisory M&A advisory