Jamie Wilkie

Instructor

Professional Experience:

  • Merrill Lynch, TD, UBS, Wells Fargo — Investment Banking
  • Self-Employed Consultant — Energy Financial Modeling, Analysis and Communications

Education:

  • University of Calgary – Bachelor of Commerce with concentration in Finance

Certifications:

  • CFA® Charterholder

Get to know Jamie

Jamie has worked with Training the Street (and predecessor firms) since 2019, delivering a wide range of programmes. His areas of expertise include data analytics and data science (Excel, VBA, Python, Power BI, Tableau), AI tools (Copilot and ChatGPT), data communications, and oil and gas financial analysis. Jamie prides himself on bringing energy and approachability to the classroom and in being able to answer tough questions that solve real-world bottlenecks.

Before transitioning to teaching, Jamie spent 12 years in investment banking with firms including Merrill Lynch, TD, UBS and Wells Fargo, with a specialized focus on Energy and Infrastructure M&A, as well as debt and equity transactions. He has also consulted to publicly-traded and private equity-backed energy companies in the areas of financial communications, financial modeling and analysis.