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.

In the lead up to his investment banking career Ken was a professional trainer for many years both in professional practice and financial markets. This love of training was behind his decision to leave his banking career for roles in academia and professional training.

In his academic roles Kenneth delivers lectures at London School of Economics, Aston Business School and Roehampton Business School on financial analysis and equity valuation matters. He recently completed a doctorate at Aston Business School with a focus on how analysts make stock recommendation decisions.

Kenneth graduated from Trinity College, Dublin with a degree in Management Science. He is a Fellow of the Institute of Chartered Accountants, a member of the Institute of Taxation, a CFA Charterholder and a member of the Securities Institute.