"Wall St. Training conducted an intense session over the course of several days for our Analysts. ...the Trainees took away very practical skills in the use of Excel and in proper financial modeling techniques..."

JACK RABUN,
Senior Associate, Training Coordinator, Grail Partners LLC

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  WALL ST. TRAINING CLIENT LIST

  Selected Current and Past Clients Include:

  • Alliance of Merger & Acquisition Advisors
  • Banc of America Securities
  • Bank of Tokyo - Mitsubishi UFJ
  • Barlow Partners Inc
  • Baruch University - Investment Banking Club
  • Benfield Advisory
  • Boston University – MSIM Program
  • Capital Group Companies
  • Champlain Investments
  • CIBC Equity Research
  • CIBC High Yield Research
  • CIBC Investment Banking
  • CIT Group
  • Citigroup
  • CLSA Asia
  • Commerzbank
  • Concordia University
  • Credit Suisse Group
  • Deutsche Bank
  • Dow Jones Indexes
  • FactSet Research Systems
  • Fidelity Management & Research
  • FitchRatings
  • Fredericks Michael & Co.
  • GE Global Business Development
  • GE Private Equity
  • GE Private Equity Hong Kong Asia
  • GE Private Equity London
  • Grail Partners
  • Greenhill Investment Banking
  • Greywolf Capital
  • Guy Carpenter / MMC Securities
  • Hales & Company
  • HypoVereinsbank (HVB Group)
  • ING Leveraged Finance Group
  • Inroads
  • JPMorgan Asset Management
  • JPMorgan Private Bank
  • J&W Seligman
  • Kimelman & Baird LLC
  • Lazard Investment Banking Asia
  • Lexis Nexis Martindale-Hubbell
  • Lehman Brothers
  • Loomis Sayles & Company
  • MetLife (Metropolitan Life Insurance Company)
  • Needham & Company
  • PricewaterhouseCoopers
  • Sidoti & Company
  • Simmons & Company International
  • TD Securities Investment Banking
  • The Deal
  • TIAA-CREF
  • TPG (Texas Pacific Group)
  • Unifund Asset Management
  • UOB (United Overseas Bank) Investment Banking
  • Updata Advisors
  • Wells Fargo
  • World Bank - IFC (International Finance Corp)



  Third-Party Affiliations

  • NYIF (New York Institute of Finance)
  • Professional Continuing Education Partner with:
      NYSSA (New York Society of Security Analysts)
      HKSFA (Hong Kong Society of Financial Analysts Society)
      SSFA (CFA Singapore)
      BSAS (Boston Security Analysts Society)
      CFASF (CFA Society of San Francisco)
      CFAC (CFA Society of Chicago)
      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



  Corporate Attendees

In addition to our clients, below is a partial list of companies from which employees have attended our courses:

  • 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
  • Blackstone Group
  • BNP Paribas
  • Brown Brothers Harriman
  • Calyon Financial
  • Cantor Fitzgerald
  • Capital Bridge
  • Caxton Associates
  • Cendant Corporation
  • Chubb & Son Insurance Group
  • CIT 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
  • Wachovia Securities
  • Wellington Management



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.



"Not knowing how to model is not knowing how to think"