Our expertise doesn't stop with our industry experience. As training professionals, we take learning and development seriously, and we possess the demonstrated teaching experience on top of our professional qualifications. Regardless of professional or teaching background, our instructors are required to complete their own learning journey and development lifecycle, in both finance and teaching methodologies. The result is true practitioners of finance and skills development who make a real impact in the classroom.
Professional Experience: Merrill Lynch – Investment Banking
Teaching Credentials: Kenan-Flagler Business School at UNC (Chapel Hill) – Adjunct Professor of Finance; The Field School (Washington, D.C.) – Teacher
Education: Princeton University – B.A., Economics (with honors)
Scott founded Training The Street in 1999 with the desire to combine his passion for finance and his love of teaching. In addition to his responsibilities as CEO and principal, Scott is an instructor, oversees content innovation for TTS, and is a lead relationship manager for the firm. Scott began his professional career as an analyst with Merrill Lynch´s M&A group in New York. After gaining transactional experience in a broad range of industries and with a wide spectrum of clients, Scott decided to draw more directly on his teaching gifts. He began working with Merrill´s Analyst and Associate Investment Banking Training Programs, ultimately becoming the lead instructor, content administrator, and manager. After Merrill, Scott felt a calling to contribute more directly to society and taught at The Field School in Washington, D.C., where he also coached several sports teams. Recognizing a need for analysts to gain a better grasp of financial modeling and corporate valuation, Scott decided to build on his classroom teaching experience and founded TTS to meet a rising demand for high-quality, hands-on instruction in the application of finance theory through real-world simulation.
Professional Experience: Morgan Stanley – Investment Banking; Bank of America Securities – Investment Banking
Education: The Wharton School, University of Pennsylvania – B.S., Economics, with concentrations in Finance and Information Systems
Based out of San Francisco, Billy heads all West Coast operations and has been with Training The Street since 2002. In addition to teaching, Billy is particularly interested in working with Excel macros and programming in Visual Basic to maximize modeling efficiencies for bankers. Billy also spearheads the development of the self-study materials and oversees technology initiatives, in addition to his role as principal and lead instructor. Billy began his investment banking career with Morgan Stanley´s Insurance group in New York, where he worked on M&A and equity transactions for large insurance companies. He then joined the Technology group at Bank of America Securities in Palo Alto and San Francisco, focusing on M&A, debt, and equity transactions in the semiconductor industry.
Professional Experience: Sonic Automotive – Financial Reporting; Deloitte & Touche – Assurance & Advisory Services
Education: Kenan-Flagler Business School at UNC (Chapel Hill) – M.S., Accounting; Davidson College – B.A., Economics
A Certified Public Accountant, Robert joined Training The Street in 2006 after a diverse career in the public accounting sector. In addition to his role as CFO, Robert heads the Charlotte office and oversees content development and delivery of financial statement analysis and accounting topics for TTS, leveraging his professional and teaching experience to teach IFRS and U.S. GAAP standards to global clients. As the Director of Financial Reporting at Sonic Automotive, an $8 billion public specialty retailer, Robert gained extensive experience as a preparer of financial statements. He also worked for Deloitte & Touche from 1996 to 2003, specializing in assurance and advisory services to public companies. Before that, Robert was a credit analyst with First Citizens Bank, a regional commercial bank.
Professional Experience: Morgan Stanley – Investment Banking and Global Capital Markets
Education: Brown University, M.S., Innovation, Management, and Entrepreneurship; and B.S. (magna cum laude), Mechanical Engineering
Kristen joined TTS 2009, leveraging her wide range of experience at Morgan Stanley, where she had roles in Equity Linked Products, Project & Structured Finance, and Investment Banking. Kristen began her career as an analyst on the Convertibles desk in the Global Capital Markets Division. During this time she helped price, structure, and execute equity linked securities and convertible offerings. She then moved to the Project & Structured finance team where she worked with sponsors and developers in the power and utility space. She focused on financing the construction of power plants, wind farms and transmission lines. Most recently Kristen worked in the Financial Sponsors Group within the Investment Banking Division. She has worked with private equity firms on transactions including LBOs, IPOs, recapitalizations and potential acquisitions.
Professional Experience: Maxim – Investment Banking; CSFB – Investment Banking
Teaching Credentials: Spanish language volunteer instructor, Centro de Educacion de Trabajadores
Education: University of Illinois – B.A., Business, with concentrations in Finance and International Business
Since joining TTS in 2004, Ofelia has led workshops in the U.S., South America, Europe, and the Middle East. Ofelia began her professional career at Credit Suisse First Boston in Chicago as an investment banking research assistant. She then moved to New York to work at Maxim, a boutique investment bank. There, she worked in the execution of mergers & acquisitions, private placements, and initial and secondary public offerings in industries ranging from healthcare to technology. Outside of TTS, Ofelia volunteers as a Spanish Language instructor for adults at Centro de Educacion de Trabajadores, a non-profit community organization. Ofelia spent a semester at Universidade de São Paulo in Brazil, studying economics and attending "mini" internships at businesses like BOVESPA and Andersen Consulting.
Professional Experience: Bank of America Merrill Lynch – Investment Banking; J.P. Morgan – Investment Banking
Teaching Credentials: JPMorgan Chase – Investment Banking Training Program Instructor (valuation, credit risk analysis, and proprietary modeling)
Education: Georgia State University – B.B.A., with a concentration in Accounting
Zane joined TTS UK 2009 with more than 10 years of investment banking experience. At TTS, he draws upon his previous experience as a global practitioner and instructor in the corporate sphere. Prior to joining TTS, Zane most recently worked in the London office of Bank of America Merrill Lynch, where he served as Vice President in the firm's EMEA Loan Execution and Management division. He has significant experience in structuring, documenting, and executing loan transactions for companies in the telecommunications, industrial, oil & gas, and insurance sectors. Zane commenced his professional career at J.P. Morgan., where he started out as an analyst in the Financial Sponsors group and later worked in the EMEA Restructuring a& Asset Recovery group. He then transitioned to become a full-time instructor at JPMorgan Chase for the valuation component of the Analyst and Associate Investment Banking Training Programs. He also taught credit risk analysis and the firm's proprietary financial projection model in the United States, Europe, Asia, and Australia.
Professional Experience: Insight Catastrophe Group – Business Development and Advisory Services; Citibank – Investment Banking
Education: UCLA – B.A., Business Economics, with a minor in Political Science
A 2009 addition to TTS, Karishma began her investment banking career in 2006 as a financial analyst with Citi's Consumer & Retail Group in New York. She later transitioned to the Financial Institutions Group where she focused on insurance and asset management companies. At Citi, Karishma worked on M&A, debt and equity transactions for a variety of clients. Following Citi, Karishma moved to Insight Catastrophe Group where she concentrated on business development efforts and advisory services in the property and casualty insurance space. She has previously been involved with Teach For India and has taught at the Breakthrough Collaborative in Hong Kong. At Teach for India, Karishma interned at the pilot summer training institute as an operations coordinator where she facilitated workshops with experienced practitioners on instruction and curriculum. At the Breakthrough Collaborative in Hong Kong, she spent three summers teaching economics and information technology to a group of high school students from low-income families.
Professional Experience: Bank of America Securities – Investment Banking; Merrill Lynch –Investment Banking
Teaching Credentials: Kellogg School of Management at Northwestern University – Adjunct Professor of Finance
Education: Kellogg School of Management at Northwestern University – M.B.A.; Emory University – B.A., Chemistry (Phi Beta Kappa)
Chirag joined Training The Street in 2003, after years of global experience in investment banking. In his role as principal and lead instructor for TTS, Chirag brings to the classroom his gift for teaching as well as his broad professional experience. As an instructor, Chirag has led training seminars in the United States, Latin America, Asia, Australia, Europe, and the Middle East. He is the recipient of several academic teaching awards, including the Certificate of Impact at the Kellogg School of Management. In the classroom, Chirag utilizes his experience teaching a leveraged buyout course at the business school level as well as his research experience focusing on private equity and venture capital investments in emerging markets. Outside of his teaching responsibilities, Chirag heads the Chicago office and is responsible for managing some of the operations functions of TTS. Chirag spent a number of years in Bank of America Securities' London and Paris offices, helping to expand their European presence. Prior to that, he was in the M&A Group, where he focused on sell-side advisory work in the Consumer & Retail sector. Chirag started his investment banking career as an analyst with Merrill Lynch's Private Placement Group in New York.
Professional Experience: Merrill Lynch – Investment Banking
Education: Stanford Law School – J.D. (with honors); Georgetown University – B. S. (summa cum laude), Business Administration, with a concentration in Finance and Accounting and minor in English
Alex joined TTS in 2005 after spending several years with Merrill Lynch's M&A Group in New York. Alex brings to the TTS classroom a broad range of transactional experience, which allows him to comprehensively cover the full valuation of various companies in his function. Additionally, Alex is responsible for leading the development of company case study materials for the summer training season. During his time at Merrill, he worked on complex transactions drawn from a diverse range of different industries, including Industrials, Biotech, Retail, Real Estate, Gaming, and Internet. Prior to his investment banking career, Alex became familiar with the financial services arena in his capacity as a legal professional performing due diligence, drafting documents related to mergers and acquisitions of technology and energy companies, and gaining experience in the full public filing process.
Professional Experience: Chase/JP Morgan; WestLB; Credit Research and Trading; Credit Lyonnais/Crèdit Agricole; STORM Capital Management; 7city/Fitch Learning
Education: Tulane University (A.B. Freeman School of Business) – B.S., Finance; Chartered Financial Analyst
Bob serendipitously found his way into training by guest lecturing for his finance professor, combining his passion for finance and his joy of teaching. In addition to being responsible for running the Asset Management and Capital Markets practice for Training The Street, Bob designs and delivers the Firm's programs in these sectors of the financial services industry as a lead instructor. Bob began his career at Chase (now part of J.P. Morgan) where he went through both their analyst and associate training programs (he was also credit trained in this process). After gaining lending experience working with middle market companies in the Tri-State region, Bob decided to pursue a lending career for larger corporations up and down the East Coast of the U.S. With his strong credit background, he decided to transition into the capital markets side of the business by joining Credit Research and Trading (a boutique firm focused on distressed debt) where he was on the private (bank debt) trading desk. He then joined Credit Lyonnais (now part of Crèdit Agricole) to manage a portfolio of distressed debt and reorganized equities before transitioning to its Corporate Finance Group (its investment banking arm). Over time, he ended up running Credit Lyonnais' investment banking business in North America. In 2003, Bob launched a hedge fund using proprietary derivative trading strategies drawing from both his deep value credit experience and that of working with a large derivative platform at Credit Lyonnais Securities. His teaching career started at 7city/Fitch Learning where he held several positions of increasing responsibility, including Managing Director, Head of Americas and Global Head of Asset Management and Capital Markets. He also volunteers teaching financial literacy to inner-city high school students. He is a member of the New York Society of Securities Analysts ("NYSSA").
Professional Experience: Syven Global Services
Education: CFA Charterholder; Stern School of Business at New York University – M.B.A. (with distinction and Stern Scholar designation), with concentrations in Finance, Strategy, and Global Business; University of Mysore, India – B.S., Engineering
Thej joined TTS in 2007 as an instructor and information technology advisor. Thej is the co-founder and COO of Syven Global Services, a research and analytics firm. Primarily working with investment banking clients, Thej is an expert on financial services outsourcing initiatives. During his 15 years of professional experience, Thej has worked with senior bankers for several high profile transactions, across industry sectors, to identify and execute outsourced financial analysis projects. Thej's deal experience covers the research aspect both on the buy side and sell side and spans M&A, financing, and investment and transaction restructuring. Thej is a CFA Charterholder and is an active member of the CFA Institute, Beta Gamma Sigma honor society, and NYSSA (New York Society of Security Analysts). He currently serves as the Vice-Chair for NYSSA's Career Development Committee.
Professional Experience: J.P. Morgan – Equity Research, Capital Markets, and Investment Banking
Education: University of Montana, B.S., Business, with an emphasis in Finance
Josh joined TTS in 2005 and has been teaching ever since. Josh, who has successfully passed level II of the CFA, has a diverse background within the banking and investing communities, having worked as both an investment banker and an equity analyst for nearly a decade. In addition to teaching at many of our investment banking clients, Josh takes a leadership role with TTS's investment research clients. Josh began his professional career in Chase Securities healthcare investment banking group in New York where he focused on managed care and hospital companies. Later, Josh worked in J.P. Morgan's London office in debt capital markets before spending several years in equity research in London where he covered the European pharmaceuticals sector.
Professional Experience: Merrill Lynch – Investment Banking; Deutsche Bank – Global Markets
Education: Claremont McKenna College – B.A. (magna cum laude, with honors), Philosophy, Politics, and Economics; with a dual degree in Economics
Van joined TTS in 2007 and has conducted training sessions in the United States, Asia, and the Middle East. He started his finance career at Deutsche Bank's Derivative Modeling Validation Group in London before moving into investment banking at Merrill Lynch's Investment Banking Group in Los Angeles where he worked as a generalist covering the retail, technology, and consumer industries. He then moved to New York within Merrill to join their Financial Institutions Investment Banking Group where he completed over a dozen equity, debt, merger and acquisitions, and leveraged buyout transactions for banks, exchanges, broker-dealers, insurance brokers, and asset managers.
Professional Experience: Robertson Stephens – Investment Banking; Goldman Sachs – Investment Banking; Merrill Lynch – Equity Research
Teaching Credentials: Aberdeen High School (Aberdeen, MD) – Teacher
Education: Georgetown University – B.S., Finance
Marc joined TTS in 2008 with a focus on learning and development for equity professionals. To complement his role as an instructor with TTS, Marc spearheads internal instructor development and collaborates with instructors to define and implement teaching strategies and learning outcomes. Marc began his investment banking career in 2001, first as an analyst at Robertson Stephens, where he advised technology companies, and later at Goldman Sachs, where he covered industrials. Marc then transitioned to an equity research role at Merrill Lynch, where he focused on industrial technology companies. Before joining TTS, Marc spent several years developing his teaching skills and instructional style, teaching business education and coaching soccer at a high school in his home state of Maryland.
Professional Experience: Bear Stearns Merchant Banking/BSMB; UBS – Investment Banking
Education: The Wharton School at the University of Pennsylvania – B.S., Economics, with concentrations in Finance and Information Systems
Ross joined TTS in 2006 from Bear Stearns Merchant Banking/BSMB, a private equity affiliate of Bear Stearns & Co, Inc., where he was responsible for the execution of transactions in the consumer products and healthcare industries. Ross began his banking career with a summer internship at Salomon Smith Barney in 2000. He joined UBS in 2001 as an analyst in the M&A group, executing a number of transactions in a wide variety of industries, including consumer products, healthcare and financial services.
Professional Experience: Citi Global Markets
Education: University of Chicago Booth School of Business - MBA, with concentration in Quantitative Finance; Indian Institute of Technology, Delhi - B.Tech, Mechanical Engineering.
Rahul joined TTS in the summer of 2012 after spending 5 years with Citi Global Markets. Rahul started his finance career at Citi in 2005 with a summer internship. He returned to Citi in 2006 to trade Equity Derivatives focusing on the Technology sector. He went on to manage portfolios of Stocks and Derivatives in several different sectors with a focus on Event Driven Trading and Special Situations. Rahul currently co-manages a deep-value fund focused on Indian equities.
Professional Experience: Credit Suisse – Investment Banking; Citigroup – Investment Banking and Alternative Investments
Education: Georgetown University – M.B.A.; Delhi University – B.Com (with honors)
Ankur joined TTS in 2009 and is based out of India, where he focuses on the expansion of TTS's operations in the Asia-Pacific region. Ankur has led seminars in many global locales, including China, Hong Kong, and Singapore in Asia; Abu Dhabi, Dubai, Qatar, and Nigeria in the Middle East and Africa; Austria in Europe; and the U.S. Ankur started his investment banking career at Citigroup's Strategy and M&A group where he focused on identifying growth opportunities in the North America and EMEA regions. He then worked for the Citigroup Pension Investments Group as part of the team responsible for building the Emerging Markets Long Only Equity portfolio for Citigroup's U.S. Defined Benefit Plan. Ankur's passion for M&A and dynamism of the EMEA region then spurred a move to Credit Suisse's M&A group in London where he worked as a generalist, covering in particular FIG (emerging markets banking and alternative investments), spirits, media, telecom, airlines and white goods. He is a certified Chartered Accountant from the Institute of the Chartered Accountants of India.
Professional Experience: A.G. Edwards – Investment Banking; BMO Capital Markets – Investment Banking; PricewaterhouseCoopers – Mergers & Acquisitions Tax
Education: University of Illinois at Urbana-Champaign – B.S., Accounting; M.S., Accounting; M.S., Tax
Utkarsh joined TTS in 2012, after years of investment banking and public accounting experience. Utkarsh began his investment banking career with A.G. Edwards’ Healthcare group in Saint Louis, MO. He then joined BMO Capital Markets where he worked in the Food & Consumer and Mergers & Acquisitions groups in Chicago, focusing primarily on M&A transactions in the Food industry. From there, Utkarsh joined the Mergers & Acquisitions Tax group at PricewaterhouseCoopers LLP.
Professional Experience: Bear Stearns – Investment Banking; Deutsche Bank – Investment Banking; Bank of America – Investment Banking; Principal Partners – Investment Banking & Asset Management; Creative Conservation – Non-profit
Teaching Credentials: Bear Stearns – Investment Banking Training Program Instructor; Bank of America – led Investment Banking training programs for Healthcare team, India offshoring initiative and the Brazilian M&A team
Education: Pepperdine University – B.S. in Business Administration (cum laude)
Darren joined TTS in 2010 with over a decade of international investment banking experience covering a wide range of industries and geographies. Most recently he was a partner at Principal Partners, a Brazilian investment banking advisory and asset management firm based in São Paulo, Brazil where he led the execution of debt, equity-hybrid and M&A transactions. Prior to Brazil, he worked as an investment banker at leading bulge bracket investment banks including Bank of America, Deutsche Bank and Bear Stearns in New York and London. Darren is an experienced trainer who developed, implemented and led financial modeling and valuation training initiatives at Bear Stearns and Bank of America in the US, Europe, India and Brazil. He also serves on the board of directors of Creative Conservation, a 501 C-3 non-government organization engaged in environmental education initiatives which he co-founded in 2001.
Professional Experience: Jones Lang LaSalle – Public Institutions Group; KeyBank – Investment Banking
Education: Kenan-Flagler Business School at UNC (Chapel Hill) – M.B.A.; University of Richmond – B.A. in Economics and minors in Business Administration and Spanish
Prior to joining Training The Street in 2008, Erin was an associate with the Public Institutions Group at Jones Lang LaSalle, focusing on the structuring and financing of large scale public-private real estate developments. In 2003 she began her career at KeyBank where Erin completed rotational positions in Capital Markets, Commercial Banking, and Real Estate Capital as a part of Key's Commercial and Investment Banking Program. Erin also proudly serves as a Captain in the United States Army Reserve.
Professional Experience: Bank of America Merrill Lynch – Global Capital Markets
Education: University of Chicago – B.A., Economics, B.S., Mathematics with Specialization in Economics
Rick joined TTS in 2012 after completing the analyst program at Bank of America Merrill Lynch, where he was an analyst in the Global Capital Markets group in New York. As part of a team specializing in derivatives, he advised clients across a broad range of industries on the use of interest rate and foreign currency derivatives to manage risk in debt portfolios and in cross-border M&A. He has successfully passed level II of the CFA and has earned the FRM certification.
Professional Experience: JP Morgan – Credit Research and Structured Finance Research; Citi – Equity Specialist Sales; Macquarie – Japanese Equity Sales; Copal Partners – Business Development
Education: University of Virginia – B.Sc., Finance, Accounting and MIS; CFA Charterholder; Series 7; Series 63
Parul joined TTS in 2010 as an Associate Instructor and a client relationship management specialist. She began her finance career conducting credit research on high-grade TMT companies at J.P. Morgan Chase in 2002. She then joined J.P. Morgan's Structured Finance Group, where she analyzed the ABS and CDO markets. Parul's interest in equities led her to Citi, where she joined the trading desk as an Equity Specialist focused on the Technology sector. As part of this role, she analyzed equity research reports, financial statements, news flow, and supply chain ramifications in order to generate actionable buy/sell tech stock ideas for mutual funds and hedge funds. After several years at Citi, Parul joined Macquarie Capital where she combined her passion for technology stocks and Asian companies to became a Japanese Equity Salesperson covering Japanese equities for US based buy-side clients, generating over $4 million in annual equity commissions. Most recently, Parul was a Director of Business Development at Copal Partners, where she drove revenue expansion for new and existing clients in the US across hedge funds, mutual funds, investment banks, and private equity firms. She is a CFA Charterholder, and Series 7 and Series 63 certified. She has been involved in adult education in New York for English/Math GED tutoring at an Adult Learning Center, and for workforce development and interview prep at the Henry Street Settlement.
Professional Experience: Duke Energy, Inc., Progress Energy, Inc. – Financial Reporting; Deloitte & Touche – Assurance & Advisory Services
Education: East Carolina University – B.S., Accounting
A Certified Public Accountant, Wayne joined Training The Street in 2013 after a twenty-year career in public and corporate accounting, specializing in complex accounting transactions and financial reporting matters. At Progress Energy, a Fortune 250 diversified energy company, Wayne led the group responsible for accounting policy and technical accounting, including mergers, acquisitions and divestitures. Wayne began his career with Deloitte & Touche, where he focused on high-growth entrepreneurial and emerging public companies. Wayne's public accounting experience includes four initial public offerings and debt placements, and various acquisition, merger, and due diligence transactions. His industry experience includes energy and utilities, technology, software, retail, venture capital, and manufacturing.
Professional Experience: Investment Banking Analyst – Meridian Partners
Education: University of Richmond – B.A., Philosophy, Political Science
Jeffrey joined Training The Street in 2012. Before joining Training The Street, Jeffrey was an analyst at Meridian Partners, a boutique investment bank in New York. As a generalist at Meridian Partners, Jeffrey worked on a variety of medium sized transactions primarily in technology and manufacturing. Prior to investment baking, Jeffrey joined Teach For America, a non-profit organization that aims to eliminate educational inequality in the United States. With Teach For America, Jeffrey taught 4th grade at an at-risk elementary school in Colorado. Jeffrey graduated magna cum laude from the University of Richmond with a Bachelors of Arts in Philosophy and Political Science.
Professional Experience: J.P. Morgan Securities - Investment Banking
Education: University of Virginia Darden School of Business - M.B.A., University of California at San Diego - B.A., Economics, B.S., Biochemistry
Scott joined Training The Street in 2013. He joins us with over 10 years of experience in financial services, including roles in asset management, investment banking, and private equity. Most recently, Scott was a Vice President in J.P. Morgan's Global M&A Investment Banking group in New York, where he executed over $65 billion worth of transactions. Scott has experience working with a wide spectrum of clients across a broad range of industries. His transactional experience includes cross-border, buy-side, sell-side, merger of equals, defense / activism and fairness opinion engagements. Scott is also a CFA charterholder and active member of the CFA Institute and New York Society of Security Analysts (NYSSA).
Professional Experience: BMO Capital Markets – Investment Banking; RT Capital Investments – Hedge Fund; VCAP Investment Group – Financial Services
Education: Morehouse College – B.A., Business Administration with a concentration in finance
Sean started his finance career as an Investment Banking Analyst at BMO Capital Markets in Chicago, IL where he worked on a variety of M&A transactions across the food and consumer space. After his time with BMO Capital Markets, Sean co-founded RT Capital Investments, an organization specializing in equity and derivatives investing. In addition to working at RT Capital, Sean assists VCAP Investment Group, a financial services firm in Los Angeles with the creation of a wide range of models for various transactions. He started at Training The Street Summer 2013. Sean attended Morehouse College and received a B.A. in Business Administration with a concentration in finance.
Professional Experience: Deloitte Financial Advisory – Business Valuation; Willamette Management Associates – Forensic Analysis; Chicago Partners – Disputes & Investigations; LECG – Antitrust & Disputes
Education: Fordham University – MBA; The George Washington University – B.A., International Affairs, focus on International Economics
Anika joined TTS in 2015 as an Associate Instructor and a client relationship management specialist. She began her career in litigation consulting where she calculated damages for complex arbitration cases. Anika also has substantial M&A and intangible asset valuation experience. She has consulted to technology companies on significant M&A valuations, large banks on bankruptcy and fraudulent transfer issues and provided financial opinions to various industry groups. Most recently she worked within the Business Valuation group at Deloitte where she focused on valuations, purchase price allocations and goodwill impairments within the TMT and Private Equity sectors.