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.

Paul started his career at Lloyds Banking Group in 1998 and held a variety of positions in finance divisions across the retail bank. Paul led a team to develop various financial decision making tools for retail banking sales directors including the analytical insight models behind Lloyds Banking Group’s successful bid to become the main banking sponsor for the London 2012 Olympic Games. In 2007 Paul joined Lloyds Banking Group’s Retail
Mortgage Finance division to deliver strategic income management capabilities to sales directors and later, as Head of Commercial Finance, led a finance team to support the UK’s number one mortgage lender.

Since leaving banking in 2010, Paul has worked with a number of leading UK and international universities, lecturing on MBA programmes (winner of the University of Liverpool’s Teaching Excellence award 2014/15) and developing postgraduate programmes for professional accountants. Paul has held the positions of Senior Global Examiner for the Chartered Institute of Management Accountants (CIMA) for the Performance Management
paper and Assistant Examiner for the Association of Chartered Certified Accountants (ACCA). Paul has been an advisor to CIMA in the strategic development of the qualification that resulted in the adoption of the new framework for the 2015 syllabus and examinations for the qualification.

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.

Tuo previously worked for three of the biggest global media groups as an experienced telecommunication engineer, focusing on global sports events like the Olympics and world championships. After making the decision to pursue a career in finance, Tuo achieved his second master’s degree with a distinction grade at Cass Business School in MSc Real Estate Investment.

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.

Having reached director level, Petter moved to Deutsche Bank where he held a similar position. Petter holds a MSc from the Stockholm School of Economics and has been a CFA charter holder since 2004. Outside of the world of finance, Petter enjoys an outdoors lifestyle and has, for instance, planted over 100,000 trees!