Jamie Wilkie

Director, Specialized Products

Professional Experience:

  • Merrill Lynch, TD, UBS, Well Fargo — Investment Banking; Self-Employed Consultant — Energy Financial Modeling, Analysis & Communications


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


  • Chartered Financial Analyst, Advanced Financial Modeller

Get to know Jamie

Jamie is based in Alberta, Canada and helps drive specialized product commercialization & development (including oil & gas, financial communications & other industry-specific applications), in addition to being a Western Canada-based instructor.  Jamie spent approximately 12 years in investment banking with firms including Merrill Lynch, TD, UBS & Wells Fargo with a specialized focus on Energy & Infrastructure M&A, debt & equity transactions. In addition, he has consulted to publicly-traded & private equity-backed energy companies in the areas of financial communications, financial modeling & analysis.

**Training The Street acquired The Marquee Group in 2023.**