Since 2015, Stuart took a step away from BPP Professional Education to
seek a wider scope of training. Since then Stuart has delivered courses to
both finance and non-finance employees to aid with private equity
takeovers, departmental development and has even designed a number
of university graduate programs.

Stuart’s aim of financial training is to break the stereotype that technical
knowledge can’t be entertaining. He believes that all people want to
understand, learn new things and that people want to develop. His focus
is to understand where a delegate’s current knowledge and experience
level is so that he can connect to this and relate the new knowledge to
where they are now in a realistic and fun way. He is keen to sift through
and clarify the technical language so that delegates can understand the
core concepts.

Andrea began her investment banking career in the M&A team at Lehman Brothers and managed private equity as well as media and technology transactions. Prior to joining Financial Edge Andrea managed AMT Training globally and she is an associate lecturer on corporate finance at Oxford Brookes University.

Later she was recruited to join the high yield department at Drexel Burnham Lambert.  She helped start the bank debt trading desk at what is now JP Morgan Chase and ran a proprietary trading desk at Barclays Capital. Shelly’s training experience includes financial statement analysis, modeling, valuation for equity, fixed income and special situation investments.

Following graduation, Nick started his career as an audit/accounts clerk at an accountancy firm in Liverpool. During his four years in practice he gained a breadth of experience across all disciplines of accountancy while completing work for a large variety of clients. He also became ICAEW qualified in 2007.

On leaving practice in 2008 Nick joined Kaplan financial, initially as a lecturer, specializing in management accounting and financial management. While teaching at Kaplan, Nick taught subjects across all the major accountancy qualifications and consistently received excellent student feedback. In 2013 Nick took on the role of National Account Manager for Kaplan’s largest client (Price Waterhouse Coopers); part of the role involved designing and delivering the bespoke training product used for PwC’s ICAEW graduate intake of approximately 900 students each year. During Nick’s tenure, a new blended learning product was implemented for PwC which won an award for the ‘Best Use of Blended Learning’ in the UK. Nick also oversaw the operational management of the PwC account and reported directly into the MD of Kaplan.

Nick joined the University of Liverpool in 2015 as a lecturer on the Accounting and Finance programme where he leads modules on management accounting and finance. His student feedback is consistently outstanding and each year he has received a staff award for the quality of his teaching and has also been the recipient (twice) of the ‘Early Career Award for Teaching’.

Nick is an assistant examiner for two ICAEW papers (Business Strategy and Strategic Business Management) and writes for the ICAS Advanced Finance paper.

In his spare time he enjoys spending time with his beloved wife and dog, he is also an extremely keen golfer playing off a handicap of 10.

With previous experience as an internal instructor and the passion to bring world-class financial training to Chinese clients, Tuo joined Financial Edge Training in 2019. He is responsible for building FE’s presence in the mainland China market, travelling frequently between Beijing, Shanghai and London.