Kathleen Adkins - Instructor and Co-founder of AMT

Kathleen has taught modeling and financial analysis to thousands of analysts and finance professionals on Wall Street, in the City of London, and other locations worldwide. Kathleen’s training experience includes founding The Adkins Group in 1984 to provide seminars in financial skills, presentation skills and management development.
Kathleen authored Build Business Spreadsheets Using Excel 2000, 2nd Ed., and our popular workbook on constructing financial models, as well as AMT's Download & Go Excel Prep for Financial Modeling. Kathleen is a pilot and motor cyclist and has ridden cross country on her BMW motorbike. She is passionate about developing energy efficient housing and is just finishing her first building project.

Martin Andersen - Instructor and Coach

Prior to joining Adkins, Matchett & Toy, Martin Anderson had four years of finance experience as an investment banker at JPMorgan and a research analyst at Citadel Investment Group. With a passion for teaching, Martin brings the classroom to life with real world examples drawn from practical experience in M&A, capital raising and equity investing in the consumer products and health care industries. 
Martin holds a BA in mathematics from Columbia University, and speaks Danish.

Edward Ascoli - Instructor

Prior to joining AMT, Edward worked for Goldman Sachs in London and New York, for their in-house product training team. During his time at Goldman, he traveled to different offices around the world training and advising investment banking and equity research analysts, as well as external clients on Goldman Sachs’ valuation methodologies. He was also a global technical advisor for the investment banking division.

Edward is very involved in content development on advanced modeling topics at AMT and has built many of our fully integrated LBO, M&A and DCF models. He also authored both the Modeling and Power Modeling midnight manuals which are crucial reference texts for all participants in our global training programs. In his four years with AMT, Edward has taught a broad range of basic and advanced subjects including accounting, financial modeling and equity valuation techniques. He has delivered Analyst and Associate programs worldwide for clients such as Credit Suisse, Deutsche Bank, Goldman Sachs, UBS and many others. He has taught programs for M&A, Equity Research and Private Equity professionals in the U.S., Europe and in Asia. Edward holds a B.A. degree in economics from the University of Sussex.

Sophie Blanpain-Forder - Instructor

Sophie Blanpain-Forder is an independent consultant with over 15 years experience at some major financial institutions. Sophie graduated with highest honours from L’Institut d’Etudes Politiques de Paris. On graduation she joined the Economics and Strategy team at Lehman Brothers. At Credit Suisse and Citibank she worked on equity strategy, quantitative stock selection tools and asset allocation. She worked at Morley Fund Management, one of the UK largest asset managers, where she was latterly head of equity research. Sophie specializes in training equity valuation, financial modeling and portfolio management. She is a retained speaker for the CFA institute

Chris Cordone - Instructor and Coach

Chris has been working with Adkins Matchett & Toy for over five years.  Previously, he was an investment banking analyst and associate at JP Morgan in New York working in the Leveraged Finance area.  He also managed the IB Training and Recruiting Programs there.  Chris lives in LA with his beagle, Frank and practices yoga in his spare time.

Stefano De Cesaris - Instructor

Stefano has worked for Goldman Sachs in London, in the Advisory Group as well as in the Equity Research department, which gave him a solid first-hand experience of financial modeling and valuation. His involvement in numerous M&A transactions is the source of real life examples that he refers to when working with AMT's clients. Stefano is also a Visiting Lecturer at the CASS Business School in London, where he teaches Financial Statements Analysis to the students of the MSc Banking and International Finance. Stefano has a passion for teaching, and his style is enriched by his training in Neuro-Linguistic Programming and in Accelerated Learning. Fluent in English, Italian and Russian, Stefano holds a degree in Finance and is FSA registered.

Claire Dean - Instructor and Coach

Claire is a qualified Chartered Accountant and has been delivering training courses on accounting and banking since 1996. She has worked extensively with Ernst & Young’s partners and managers and their key clients to convert their accounting knowledge to International Financial Reporting standards between 2004 and 2006. She then joined Ernst & Young as a consultant to advise FTSE100 clients on technical aspects of UK and International Financial Reporting and to assist with the financial reporting aspects of M&A deals. Claire is an enthusiastic and engaging tutor who teaches and coaches on a number of AMT’s courses. She also trains the large accountancy students in the ICAEW examinations and provides general finance training for the management teams at various high street retailers.

Dr Colin Dooling - Instructor

Colin joined AMT in 2003 and prior to becoming an instructor was responsible for managing global sales through his role as senior account manager. He has extensive knowledge of the AMT training portfolio. Before joining AMT, Colin worked in technical roles within the Telecoms industry, completing his PhD in Physics. Colin has been instrumental in designing the structure of our entry level and continuing professional development training programs and is passionate about designing curricula that can add value to the business and a career path for participants.

Alison Hennell - Instructor and Coach

Alison has 12 years experience in the design and delivery of tailored financial learning programs for blue chip companies.  Her delivery style is stimulating and challenging and she brings her subject to life by using anecdotes and topical business news to illustrate and explain key points. Alison qualified as a chartered accountant with PricewaterhouseCoopers working in audit and corporate finance in London and Sydney.  Alison also lecturers at Ashridge and Henley business schools; she is the author of Shareholder Value Explained, published by the Financial Times. Alison is a keen skier and darts player!

Matthew Holaves - Instructor

Matthew gained his finance experience as an associate with Bank of America’s TMT investment banking group where he worked on variety of M&A and financing transactions. Prior to his investment banking career, he was a manager with Arthur Andersen’s M&A due diligence group where he advised private equity groups, strategic buyers and commercial lenders. Matthew earned his MBA in finance from The Wharton School and dual Bachelor degrees in accounting and music from Northern Illinois University. He is also a CPA and series 7 and 63 licensed. In his free time, Matthew enjoys running, cooking, attending classical music concerts and studying history.

Bob Jones - Instructor and Coach

Bob Jones has been a trainer and consultant for Fortune-500 clients and major investment banks for the past eighteen years. Bob conducts specialized courses in financial modeling and advanced Excel. He also has vast expertise teaching other Microsoft Office software, including Project. Bob’s personable style and attention to detail help students grasp the most complex issues and techniques of financial modeling. Bob was a two-time All American at Manhattan College and a member of the 1973 NCAA Championship Track Team.  Bob's hobbies include deep sea fishing, boating, and collecting baseball memorabilia.

Yuliya Keselman - Instructor

Yuliya draws her financial experience from Lehman Brothers Investment Banking division and Monitor Group MAST financial and strategic advisory services in London, New York and Moscow. Yuliya has covered a wide range of industries including healthcare, consumer, insurance, metals and mining, industrials, and oil and gas. Yuliya graduated from University of Pennsylvania with a triple degree in Finance, Accounting, and French Literature. She also holds a Masters in Political Science from the London School of Economics. In her spare time Yuliya enjoys writing, biking, and yoga.

Dr. Bridget Lyons - Instructor and Coach

Dr. Bridget Lyons teaches finance topics ranging from corporate finance and capital budgeting to investment analysis and financial modeling. Since 1995 she has been a member of the faculty of the John F. Welch College of Business at Sacred Heart University, where she is currently Chair of the Department of Economics & Finance and is the recipient of both teaching and research awards. Dr. Lyons has published in a number of journals including Strategic Finance, Journal of Cost Management and Journal of Business & Economic Studies and has developed Excel content for several finance texts. Her current research interests include valuation, performance metrics, and investigations into the appropriate adjustment to the discount rate for risky cash outflows. Bridget enjoys movies, travel and hiking with her two terriers.

Kieron Maguire - Instructor

Kieran has taught globally on financial reporting issues since 1989. He currently teaches at a business school in the UK, and has introduced IFRS to the degree program there at both undergraduate and postgraduate levels. He is a contributor to the IFRS Certificate and Diploma awards of the Institute of Chartered Accountants, where he is also currently an examiner as part of their professional qualification program. He originally qualified as an accountant in 1986, specializing in corporate investigations and recovery. His main interests are cricket, Brighton football club and indie music. He lives with his wife, two children, dog, cat, rabbit and guinea pigs in Manchester.

Alastair Matchett - Instructor and Co-founder of AMT

AMT's co-founder Alastair Matchett started his finance career at JP Morgan’s London advisory unit after attending the internationally renowned Morgan Finance Program in New York. In addition to working as investment banker, he also helped design and manage training for the bank. Alastair went on to manage a portfolio of private equity investments for Investors in Industry and negotiate equity financing for leveraged buyouts. Since co-founding AMT, Alastair has designed complete training programs for both analyst and associate entry classes for some of Wall Street’s major investment banks. Alastair is the author of AMT's Introduction to Accounting for Finance, widely known as Wall Street’s popular “green book” for new analysts and the Valuation Midnight Manual. Alastair loves to horse-ride and to trek the wilds when on holiday.

Aalok Mody - Instructor

Aalok has approximately 5 years of Wall Street experience. Most recently, he was an investment banker with Thomas Weisel Partners, where he was a member of the Electronics & Applied Technologies team focusing on M&A and capital raising. Prior to TWP, Aalok was an M&A banker with Duff & Phelps, where he executed primarily consumer industry transactions. Earlier in his career, he was an FX Sales Associate with Forex Capital Markets. Aalok obtained his B.S. from Columbia University and is Series 7 and 63 licensed. In his spare time, Aalok loves to play tennis, day-trade, work out and watch movies.

Mary Moore - Instructor and Managing Director of AMT Americas

Mary has been teaching bankers, all around the globe, for many years concentrating on accounting, financial modeling and valuation. Mary brings these subjects to life for finance professionals, both at entry level and for those with experience. Mary is an accountant by qualification and has co-authored Mergers and Acquisitions, published by the Institute of Chartered Accountants in England and Wales. She has also written both of the accounting Midnight Manuals published by AMT. Mary is an avid reader, plays tennis, skis and scuba dives in her spare time.  She is currently learning to rollerblade the loop in Central Park.

Sheila Oak - Instructor

Prior to joining AMT, Sheila worked with top Investment Banks in the Securitization market where she modeled various structured products. These products consisted of Mortgage Back Securities and Collateralized Debt Obligations. In conjunction with this, Sheila also taught bond modeling to incoming analysts and was deeply involved with the enhancement of structured finance training materials. Sheila received her B.S. in Information Technology Engineering from George Mason University. In her spare time she enjoys working out, teaching dance, skiing and traveling.

John Pinedo - Instructor

John specializes in equity analysis and valuation and has a decade of experience training investment bankers and fund managers. John has developed and led equity analysis courses for analysts and sales staff at the top investment banks in the UK and overseas.  John is a qualified accountant and has taught towards the CFA charter and SII Diploma for many years. He brings a passion and enthusiasm for his subject coupled with an emphasis on practical application. To relax, John enjoys gardening, and swimming.

Rama Ratnam - Instructor

Since joining AMT, Rama has taught a broad range of basic and advanced subjects; including accounting, modeling and valuation techniques. He has trained and coached both associates and analysts in the U.S. and Asia for clients such as, HSBC, CLSA, Goldman Sachs, Lehman Brothers and Deutsche Bank. In addition to client training, Rama is responsible for launching and managing AMT’s Certified Investment Banking Analyst program in India. Prior to joining AMT, Rama was with Citigroup India where he worked in investment banking, both in analysis and in a training capacity. He also had previous experience at a US based hedge fund in India. Rama has a passion for teaching, and holds a masters degree in finance.

Silvia Sendrow - Coach

As part of the AMT team, Silvia has been teaching and coaching analysts and bankers for six years.  Her areas of expertise include accounting, finance and modeling.  Silvia’s professional experience includes fixed income and equity analysis, and institutional sales.  Currently, Silvia is pursuing a PhD in Organizational Management at Rutgers University.  Her areas of interest include Innovation Networks, Knowledge Creation, Accumulation, and Transfer in the context of rapidly-changing technologies, and Organizational Transformation and Change. In her spare time, Silvia enjoys hiking, cross country skiing, cooking, and watching foreign films.

Aasha Shamsuddin - Instructor

Winnie Sze - Instructor

Winnie Sze joined AMT after 14 years as an investment banker with Royal Bank of Canada and UBS. Her broad experience included structuring credit swaps, managing a loan portfolio, and trading options on Eurodollar futures at the Chicago Mercantile Exchange. A gifted instructor, Winnie was a member of the UBS internal education team, where she taught graduates through managing directors, and clients in corporate finance and global markets. She also taught one semester with the University of Chicago Graduate Program in Financial Engineering. Winnie is the proprietor of the London art gallery, August Art.

Dr. Norman Toy - Instructor and Co-founder of AMT

Dr. Norman Toy has taught financial math, capital markets, corporate finance and financial analysis at investment banks for over 30 years. A member of the faculty of Columbia Graduate School of Business, he teaches advanced corporate finance, and debt markets in the School’s Executive MBA Program. His experience also includes management posts at Columbia University’s Health Sciences Division and its College of Physicians and Surgeons, and he was also a director and principal of the financial counseling firm of Brownson, Rehmus & Foxworth, Inc.  Dr. Toy’s research interests include capital markets, valuation and corporate finance.  He is the author of articles on finance, marketing and statistics, and his books include Introduction to Financial Math, and Capital Markets Math, published by AMT. Norm likes to read, hike, exercise his two dogs, and keep track of two teenage sons.

Sue Turner - Instructor

Sue has been teaching finance for many years to a broad range of participants. She qualified as a Chartered Accountant in England and Wales and worked in London with Arthur Andersen as a specialist in private equity transactions. During her time there she designed and delivered Andersen business consulting courses which lead to her decision to teach full time. Sue has authored a study manual on financial management and control for Reed Business School. She is a killer squash player and also enjoys gardening for relaxation.

Andrea Ward - Instructor and Managing Director of AMT EMEA

Andrea started her investment banking career with Lehman Brothers in London working on M&A execution across a variety of sectors (advising on energy/paper& packaging/pharmaceutical and technology transactions).  She then joined the corporate finance department of the Bank of Bermuda advising on IPOs on the Bermudian stock exchange and structuring investments in reinsurance funds.  Andrea went on to join BT Alex. Brown’s global M&A department focusing on cross-border transactions in the media and technology sector, mainly in their London office. In 1998 Andrea joined BG Consulting, a financial training company offering bespoke programs to investment banks and corporates where she developed and managed the valuation & modeling area.  Andrea has designed graduate and associate programs for major investment banks and trained hundreds of bankers from intern to senior level.  In addition, she provides courses in German to corporate and relationship bankers. Andrea qualified as a commercial banker in Germany prior to graduating from the Otto Beisheim School of Corporate Management (WHU) as a Diplomkauffrau (MBA equivalent).