• Professional Development
  • Medicine & Nursing
  • Arts & Crafts
  • Health & Wellbeing
  • Personal Development

278 Educators providing Financial Services courses

Meliora Advisory

meliora advisory

London

Tony Cotrupe brings over 30 years of experience in business valuations, investment banking, economic consulting, and private equity to Meliora Advisors. Tony began his career at Ernst & Young in its Financial Services Group, where he performed pre- and post-transaction valuations for companies in a variety of industries. He was also an economist in E&Y’s International Services Office, where he provided economic consulting services to multinational corporations for transfer pricing, strategic planning, cross-border transactions, and litigation support. From 2003 to 2006, Tony was a Director at Huron Consulting Group where he was responsible for Huron’s New York Financial Valuation Group. Tony led a team focusing on financial valuations for public and private companies. From 2006 to 2008, Tony was Senior Vice President at Paramax Corporation, a middle-market M&A advisory firm in Upstate NY focusing on middle market M&A and other advisory engagements. At Paramax, Tony also led the corporate advisory and valuation services efforts. Tony worked for eight years at J.P. Morgan Securities (formerly Chemical and Chase Securities), first as an investment banker in the Emerging Markets Investment Banking Group, where he structured debt and equity transactions for corporations in Brazil. Tony then started and ran the Private Equity Group within JPM’s Global Private Bank, where he sourced, structured, and executed venture capital and buyout transactions for high net worth clients worldwide. Tony also led the private equity fundraising effort, raising capital for large buyout firms including The Blackstone Group. After J.P. Morgan, Tony joined Gerard Klauer Mattison (GKM) as a Private Equity Fund consultant, providing fundraising and fund management for a fund of funds focused on venture capital and buyout investments. In 2009, Tony formed Meliora Advisors, LLC, a corporate advisory and consulting firm. Meliora Advisors has successfully executed projects in a broad array of industries, including: Aerospace, Biotechnology, Business Services, Financial Services, Food and Beverage, Healthcare, Heavy Manufacturing, Pharmaceuticals , Power/Electricity, Robotics HealthTech. Tony holds a Bachelor of Arts in Political Science and a Master of Business Administration in Finance and Economics, both from the University of Rochester. He is a CFA Charter holder and a member of the CFA Institute. He has spoken at conferences and taught classes on valuation, M&A, and private equity.

Cambridge Money Coaching

cambridge money coaching

5.0(2)

Cambridge

Dennis is a Certified Money Coach (CMC)® and the founder of Cambridge Money Coaching. Money Coaching is a framework for understanding the unconscious patterns, beliefs and behaviours around money that we all have. This understanding is the key to achieving true financial independence and success because it drives our ability to make considered, long-term financial decisions. This is particularly important when we face the challenges of a sudden change in circumstances. Money is at the centre of our lives, but very few of us have been taught how to understand it or manage it. With over 30 years’ experience in financial services, Dennis offers clear, practical guidance on how to address the common problems associated with money choices, patterns, and the day-to-day management of money issues. He holds an Investment Advice Diploma from the Chartered Institute of Securities and Investments (CISI). Dennis believes strongly in building money awareness and helping young people prepare for the challenges of today’s world. He has been a Business Adviser with Youth Enterprise and worked with Cambridge schools as a mentor and guide to careers in Finance. Dennis is a regular guest on BBC Radio Cambridgeshire and panellist at Wealth Industry and Wellbeing events in the UK. He is also a Money Coach trainer for the Money Coaching Institute of California. About Cambridge Money Coaching Coping with money issues, both practically and psychologically, can be a major life struggle for many people and yet there is very little help available. Money can trigger emotions and dealing with money issues can make us feel anxious, angry, ashamed and powerless. These responses affect our relationships at home and at work, and prevent us from realising our full potential. Cambridge Money Coaching was set up to help people deal with the many challenges that money brings: how do I understand my behaviour around money? how do I talk to my children about money? how do I learn about saving and managing money? how do I learn about financial literacy and financial wellbeing? how do I raise financially capable children? how do I develop good money habits? how do I talk to my partner about my money fears? how do I manage conflict around money? how do I find people I can trust? Cambridge Money Coaching offers support and clear, unbiased and unconflicted guidance on how to understand and navigate the world of money and finance.