Ofelia Salgado

Instructor

Professional Experience:

  • Credit Suisse
  • Maxim Group
  • Training The Street
  • Teamshares
  • CFL (non-profit)
  • Fordham University (adjunct professor)

Education:

  • University of Illinois

Get to know Ofelia

Ofelia Salgado is an experienced financial training consultant and educator specializing in financial modeling and valuation. For over 20 years, she has delivered training programs to professionals at leading financial institutions and business schools globally. She began her career in investment banking at a global bank and a middle-market firm, where she developed hands-on experience in M&A, valuation, and deal execution.

Beyond traditional finance training, Ofelia brings a distinctive operational perspective from her work developing and coaching leaders of small and mid-sized businesses across multiple industries. In this role, she trained company executives on managing P&Ls, improving performance, and making strategic decisions, bridging the gap between financial theory and real-world business operations. Through her work supporting worker-owned businesses and entrepreneurs from underrepresented communities, she has also helped individuals build and sustain their own businesses, further deepening her understanding of how finance drives outcomes at every level.

Ofelia is an energetic and highly engaging trainer who is passionate about making complex financial topics accessible and practical. She uses real-world examples, interactive exercises, and discussion-based learning to ensure participants not only understand the material but can apply it immediately in their roles.