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WALL ST. TRAINING CLIENT LIST |
| Selected* Current and Past Clients Include: |
Investment Banks
- Bank of America Merrill Lynch
- Benfield Advisory
- CIBC Equity Research (now Oppenheimer)
- CIBC High Yield Research (now Oppenheimer)
- Oppenheimer Investment Banking (formerly CIBC)
- Citigroup
- Credit Suisse Group
- Deutsche Bank
- Fredericks Michael & Co.
- Grail Partners
- Greenhill Investment Banking
- Guy Carpenter / MMC Securities
- Hales & Company
- Lazard Investment Banking Asia
- Needham & Company
- Simmons & Company International
- TD Securities Investment Banking
- Updata Advisors
- vFinance
Buy-Side Asset Mgmt & Sell-Side Research Firms
- AB Capital
- Broadpoint
- BTIG LLC
- Capital Group Companies
- Champlain Investments
- CLSA Asia
- Fidelity Management & Research
- ICAP
- JPMorgan Asset Management
- JPMorgan Private Bank
- J&W Seligman
- Kennedy Capital Management
- Kimelman & Baird LLC
- Lehman Brothers Equity Research (now Barclays)
- Loomis Sayles & Company
- Sidoti & Company
- TIAA-CREF
- Wellington Management
Private Equity & Hedge Funds
- Barlow Partners Inc
- GE Global Business Development
- GE Private Equity
- GE Private Equity Hong Kong Asia
- GE Private Equity London
- Greywolf Capital
- Pomona Capital
- TPG (Texas Pacific Group)
- Unifund Asset Management
- World Bank - IFC (International Finance Corp)
Commercial Banks / Credit
- Bank of Tokyo - Mitsubishi UFJ
- CIT Group
- Commerzbank
- FitchRatings
- HypoVereinsbank (HVB Group)
- ING Leveraged Finance Group
- UOB (United Overseas Bank) Investment Banking
- Wells Fargo
Universities
- Augsburg College
- Baruch University
- Boston University
- Concordia University
- Cornell University
- Fordham University
- Michigan State University
- University of Maryland
- University of Southern California
Corporate Clients & Other
- Alliance of Merger & Acquisition Advisors
- Dow Jones Indexes
- FactSet Research Systems
- Hormel Foods
- Inroads
- Lexis Nexis Martindale-Hubbell
- MetLife (Metropolitan Life Insurance Company)
- Nationwide Insurance
- Phillip Morris
- PricewaterhouseCoopers Transaction Services
- SEIU
- The Deal
* Note: Many of our clients specifically requested confidentiality and so they are not listed here.
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- NYIF (New York Institute of Finance)
- Professional Continuing Education Partner with:
NYSSA (New York Society of Security Analysts)
CFAC (CFA Society of Chicago)
BSAS (Boston Security Analysts Society)
CFASF (CFA Society of San Francisco)
HKSFA (Hong Kong Society of Financial Analysts Society)
CFA-China (Shanghai & Beijing)
SSFA (CFA Singapore)
TCFA (CFA Society of Toronto)
SCFAS (Stamford CFA Society)
- CFA instructor for Stalla, one of the largest international CFA test-prep providers
- Former Adjunct Professor at Baruch and Hunter Colleges
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In addition to our clients, below is a partial list of companies from which employees have attended our courses:
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- A.M. Best Company
- ABN AMRO Bank
- ACE Group
- Aegis Insurance Services
- AIG Global Investment Group
- Alliance Bernstein
- Alliance Capital
- Alternative Investment Management
- AMBAC Financial Group, Inc.
- American Appraisal Associates
- American Express Financial Advisors
- Arnhold & S. Bleichroeder, Inc.
- Barclays Capital
- Baring Asset Management
- Bear Stearns (formerly)
- Blackstone Group
- BNP Paribas
- Brown Brothers Harriman
- Calyon Financial
- Cantor Fitzgerald
- Capital Bridge
- Caxton Associates
- Cendant Corporation
- Chubb & Son Insurance Group
- Deloitte & Touche LLP
- Dresdner Kleinwort Wasserstein
- Duff & Phelps, LLC
- DZ Bank AG
- Eaton Vance Management
- Emigrant Savings Bank
- EnTrust Capital
- Ernst & Young
- Evergreen Investments
- F.L. Putnam Investment Mgt., Co.
- Federal Reserve Bank of NY
- Fiduciary Trust Co., Int'l.
- First Albany Capital
- FMV Opinions, Inc.
- General Atlantic Partners
- Gerson Lehrman Group
- Goldman, Sachs & Co.
- HSBC Asset Management Inc.
- Innovest Strategic Value Advisors
- Instinet Group
- INVESCO
- KPMG LLP
- Legg Mason
- Merrill Lynch & Co.
- Moody's Investors Service
- Morgan Stanley
- MSD Capital LP
- Neuberger Berman, LLC
- New York Life Insurance Company
- Oppenheimer & Co., Inc.
- Perry Capital
- Pershing LLC
- PricewaterhouseCoopers
- Prudential Investments
- Putnam Investments
- Societe Generale
- Standard & Poor's
- State Street Global Advisors
- Thomson Financial
- UBS
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Wall St. Training is currently working with several other corporations to provide customized training services and programs in the areas of Investment Banking, Equity Research (buy-side and sell-side), Private Equity, Asset Management and Credit Analysis. If you are interested in learning more, or to become a client, please contact us.
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