Corporate Training Experience
Our expert instructors have provided corporate finance training for top banks and institutions from around the world, including:
Meet Our Team
We Are Analysts, Bankers, Trainers, and Creators
Our team has extensive collective experience in finance & banking, training, online learning and software development. We're passionate about empowering finance and banking professionals anywhere, at any level, with the skills, confidence, and tools to advance their careers.
CFI™ Board
Chair of the Board
Tim Vipond
Chair of the Board
Tim is the Chair of the Board of CFI Education. He has extensive experience as an internet entrepreneur, in financial analysis and investment banking. Beginning in 2005 Tim Vipond was an active participant in the capital markets with a wide range of experience spanning investment banking, investment management, and corporate development. Tim holds BA from Dartmouth College (Hanover, NH), an MBA from the Sauder School of Business at the University of British Columbia (Vancouver, BC), and is a certified Financial Modeling & Valuation Analyst (FMVA)®.
More About Tim »
Chief Content Officer
Scott Powell
Chief Content Officer
Scott is Co-Founder and Chief Creative Officer of CFI Education. Now based in Vancouver, Scott spent a significant portion of his career in London, New York and Hong Kong. Scott has a passion for teaching with over 25 years of experience designing and delivering customized learning solutions for firms in the financial services industry including JP Morgan, Deutsche Bank, Bank of America Merrill Lynch, Credit Suisse, and HSBC, to name but a few.
Elephant
Jeremiah Daly
Elephant
Jeremiah co-founded Elephant in 2015. He co-leads the firm's investment activities and management. Jeremiah is on the boards of CFI Education, KnowBe4, A Cloud Guru, Mosyle and several other Elephant investments.
Prior to co-founding Elephant, Jeremiah was an investor at Accel, Highland Capital Partners and Summit Partners. He started his career at Silicon Valley Bank and Gold Hill Capital. Jeremiah holds an AB in Government from Dartmouth College where he captained the golf team.
Elephant
Julie Effron
Elephant
Julie joined Elephant in 2016 and is currently a Partner at the firm. She is on the boards of CFI Education and AIHR, and also serves as a board observer for several other Elephant investments including A Cloud Guru, another leader in the eLearning space.
Prior to joining Elephant, Julie was an investor at Insight Venture Partners. She also previously co-founded ALICE, a hotel operations software company that raised $39M in financing before being acquired by Expedia. In 2020, she was recognized by Forbes 30 Under 30 for Venture Capital. Julie holds a BA in Economics from the University of Pennsylvania.
Arthur Ventures
Ryan Kruizenga
Arthur Ventures
Ryan has been a Partner at Arthur Ventures since joining the firm in 2016. Ryan joined Arthur Ventures from Mainsail Partners where he focused on growth-stage B2B software investments. Prior to Mainsail, Ryan was the founder of a software startup, an investor with Summit Partners, and a member of the Technology Investment Banking team at Piper Jaffray. Arthur Ventures has a portfolio of e-learning businesses including CFI Education, Cybrary, Datacamp, Linux Academy (acquired by A Cloud Guru). Ryan graduated from the University of St. Thomas with a degree in Entrepreneurship.
Elsevier / RELX
YS Chi
Elsevier / RELX
International businessman and thought leader in publishing, education and information solutions serving as Elsevier’s Chairman and RELX’s Director of Corporate Affairs. Former President of International Publishers Association and Association of American Publishers. Distinguished Visiting Professor at Korea Advanced Institute of Science and Technology (KAIST). Independent director of CFI Education and Ingram Industries. Board Member at Princeton University Press, Ban Ki-Moon Foundation, and Educational Testing Services. Advisory Board Member at KAIST, University of Surrey and Southern Federal State University.
Executive Team
CEO
Anna Talerico
CEO
Anna is an entrepreneur & investor with a background in online training and B2B enterprise software. She loves building high-performing teams with a focus on capital efficient go-to-market, people development, and culture. Outside of work, Anna splits her time between Nashville & New York and enjoys spending time with her husband and two children.
CFO
Kevin Mellor
CFO
Kevin has led finance and legal functions within small to mid-sized tech organizations for the last twenty years. He has a passion for streamlining systems and processes to enable businesses to scale more efficiently. He enjoys mentoring his team and watching them grow in their careers. He likes to spend time with his excellent wife, four daughters, and dogs when away from the office.
EVP, Head of Product
Ryan MacGregor
EVP, Head of Product
Ryan is a serial entrepreneur and former investment banker (Credit Suisse and Lehman Brothers), who earned an MBA from the University of Chicago Booth School of Business after serving in the U.S. Navy as a submarine officer. He founded and served as CEO of Macabacus, which was acquired by Corporate Finance Institute® (CFI) in 2021. Ryan currently heads CFI's enterprise software division and is the driving force behind Macabacus' business, sales, and product strategies.
EVP, CTO
Gwyn Pritchett
CPO
Tom Haslett
CPO
Thomas leads product at CFI and is continually working to improve the platform experience and build innovative features. His experience in eLearning dates back to 2016, having led Product at Linux Academy, and the platform integration team at A Cloud Guru. Outside of work, Thomas enjoys mountain biking, retro gaming, and road trips in his RV.
SVP, Content Operations
Tia Williams
VP, Sales
Angie Baliem
VP, Sales
As a former leader in education, Angie transitioned to the eLearning sector in 2018. Having led Customer Success, Account Management and Sales teams at Linux Academy, A Cloud Guru and Pluralsight she is passionate about building a strong customer-centric experience. Angie is located in Texas, she enjoys spending time with her husband and three children.
VP, Marketing
Ankur Arora
VP, Marketing
Ankur leads marketing at CFI and is passionate about understanding the needs of finance and banking professionals to deliver educational content and resources that help them be more productive and skilled. Ankur has years of experience in online learning and management consulting at Deloitte. Outside work, Ankur enjoys traveling, hiking, and spending time with his wife and two kids. Connect with him on LinkedIn if you would like to share your story.
VP, Content
Ryan Spendelow
VP, Content
Ryan joins CFI having spent over a decade designing and delivering training solutions for the investment banking and investment management industries around the globe. Based in London, Ryan is experienced at creating innovative training solutions that deconstruct complex products and ideas into simple to understand concepts.
EVP, Financial Modeling
Duncan McKeen
EVP, Financial Modeling
Duncan is fascinated with pedagogy and loves course creation and design. He is an effective communicator with extensive experience teaching financial modeling, accounting, analysis & valuation. Prior to teaching, Duncan held senior equity research positions with top banks & brokerages. He has solid analytical skills with an Engineering degree, Master of Finance degree and a CFA Charter.
VP, Financial Modeling
Jeff Schmidt
VP, Financial Modeling
Prior to joining CFI, for over a decade Jeff Schmidt taught financial modeling and valuation to thousands of students all over the world. Clients included some of the world’s largest corporations and financial institutions, as well as many of the most prestigious universities in the world.
VP of Capital Markets
Andrew Loo
VP of Capital Markets
Andrew joins CFI after a long career in the financial markets in Asia and is looking forward to bringing his experience to his new role as Director, Capital Markets. Outside of work, Andrew is most often found driving his kids around, on the golf course or indulging in his passion for wine, but never all three at the same time.
VP, CBCA
Kyle Peterdy
VP, BIDA
Seb Taylor
VP, BIDA
Seb Taylor is passionate about business intelligence, a world where data transformation and automation meet analytical superpowers. Sebastian has a degree in Economics and Finance and has spent the last 12 years working across Energy, Finance and Retail delivering analytical and automation solutions. As a fun fact, Seb once swam in the chilly waters of the Antarctic.
VP, FPWM
Meeyeon Park
VP, FPWM
Meeyeon is based in Vancouver, BC. Having spent most of her career in Toronto, Meeyeon has previous experience in both the buy/sell-side of Finance with roles at Ontario Teachers Pension Plan in Fixed Income Portfolio Management and BMO Capital Markets in Investment Banking. Meeyeon holds a Bachelor of Business Administration, with High Distinction, from the University of Toronto.
Director, BIDA
Joseph Yeates
Joseph Yeates
Director, BIDA
Joseph is passionate about driving better decision-making by creating, curating, and communicating insights from data. A data enthusiast with a background in Retail Banking, he is an advocate for making advanced analytics more accessible to a wider audience by integrating them into business intelligence solutions. He has completed a few half-marathons and is aiming to complete a full marathon one day - probably while listening to his favorite podcasts!
Director, Learning and Development
Yuting Zhao
Director, Learning and Development
Yuting has a Master of Educational Technology and Learning Design from SFU and has been teaching and designing courses for learners from all over the world. She’s passionate about using adult education theories and various learning technologies to improve our students’ learning experience.
VP of Leadership Skills
Helen Wale
VP of Leadership Skills
Helen is an experienced Human Resources and Organizational Development professional holding a Certified Executive Coach designation. She is passionate about learning, supporting individuals to maximise their personal and professional skills through teaching, facilitating and individual coaching. Outside of work, Helen is an enthusiastic kayaker and has a fascination with genealogy.
VP of Engineering
John Kennedy
VP of Engineering
John is part of the Macabacus—and now CFI™—team. As an engineer with a broad range of skills, he leads engineering for Macabacus. He is curious and passionate about everything tech-related and likes to tinker in his free time, automating everything he can in his personal life. John is an avid outdoor enthusiast, spending his outdoor time skiing, snowboarding, mountain biking, and sailing.
VP of Engineering
Alexander Lisogurskiy
VP of Engineering
Using his teaching background, experience in building e-learning solutions, team management and analytical skills, Alex leads engineering for CFI’s Learning Management System. Alex holds a Ph.D. in Control Systems Engineering and in his spare time enjoys mountaineering and travel.
Senior Director of Customer Experience
Jackie Chmura
Senior Director of Customer Experience
Jackie has a 10-year background in B2B software and online training. She loves to build high-performing, collaborative teams with a focus on Customer Success, Relationship Management and Renewal Management. Jackie is located in Texas; outside of work she enjoys spending time with her friends and family, two Shetland Sheepdogs Tyler and Joey, and trying new restaurants with her husband.
Director, Customer Support
Maria De Le Salcedo
Maria De Le Salcedo
Director, Customer Support
Maria is responsible for delivering outstanding customer support, deeply digital, self-serve focused to enhance the brand and customer-experience of CFI’s learners. Maria gained her passion for customer experience from her ten years of work experience in the customer service industry, five of those years working in a managerial and supervisory role. She gained her expertise in management and innovation from the Master’s of Management program in Smith School of Business, Kingston, Ontario. Outside of work, you can find her at spin class or at Barry's Bootcamp.
Head of GTM, Macabacus
Kristen O'Brien
Kristen O'Brien
Head of GTM, Macabacus
Kristen proudly leads the highly-collaborative and hungry Sales, Customer Success, Marketing, and Support teams at Macabacus. Kristen is passionate about building authentic, high-performing, and customer-centric teams to ensure the best possible value-driven experience for our customers. Passionate about revenue enablement, operations, and project management you can find Kristen crossing t’s and dotting i’s to ensure the success of the team and our customer’s experience. Outside of work, Kristen enjoys spending time with her family, reading a book, being outdoors, and painting.
Director, Sales Development
Elizabeth Couch
Elizabeth Couch
Director, Sales Development
Elizabeth leads sales development at CFI. She works closely with both marketing and sales leadership to identify new business opportunities and expand the CFI brand. A results- and data-driven leader, she is also responsible for developing efficient processes and resources that optimize for scale as we grow. Elizabeth is an avid baker, audiobook junkie, and bernedoodle dog-mom.
Join Our Team
Be part of a growing team dedicated to helping finance professionals everywhere drive their careers.
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