Financepts instructors are finance professionals,
capable of translating financial concepts into practical applications.
This real-world experience gives us the solid foundation needed to
help banks and professionals generate more business and build better
business relationships.
Our instructors have more than 15 years of experience creating and
conducting finance seminars for the domestic and international banking
communities and more than 35 years of combined banking experience
as investment bankers, seminar designers and instructors. We have
served top banks worldwide, including institutions in Australasia,
Europe, the United Kingdom and the Americas.Charles F. Clement 3rd -
Instructor
Charlie has over 20 years of investment
banking experience with predecessor firms of UBS and Lehman
Brothers. In addition, he possesses over 10 years of educational experience
having taught at institutions in Asia, Australia, Germany, the United
Kingdom, France and the Americas. Mr. Clement holds a B.S.E. from
Princeton University in mechanical and aerospace sciences and an M.B.A.
in finance from Columbia University.
Victoria J. Harris - Instructor
Victoria has over 5 years of investment
banking experience with Merrill Lynch and over 7 years of global educational
experience having taught clients based in Asia, Australia, France,
Germany, the United Kingdom and the United States. Ms. Harris holds
an A.B. in economics and political science from Smith College.
Paul D. Lynch, Consultant
– Instructor/Researcher
Paul
has over ten years of consulting and work experience with financial
institutions, financial consulting firms and law firms. His areas
of expertise include corporate finance, financial accounting and
capital markets. Paul holds a B.A. degree in economics and an M.B.A.
in professional accounting from Rutgers University and an M.B.A.,
with concentrations with concentrations in analytic finance, financial
management and statistics from the University of Chicago and an
M.B.A. in professional accounting from Rutgers University Graduate
School of Management.
Kirsten S. Wolf, CFA, Consultant
– Researcher
Kirsten has over 4 years of research
experience, 4 years as a portfolio analyst reviewing futures and treasury
hedges, problem loans, securitizations and CMO derivatives as well
as over 4 years as an accountant. Kirsten is a member of the NYSSA
and AIMR and has an M.B.A. and B.S. from Clarkson University. |