- About Us
Steve has over thirty years experience in the financial services industry including roles in retail banking with Barclays Bank PLC, wealth management and stockbroking operations and as a financial markets tutor with Barclays Bank Stockbrokers. Formerly, he was a UK training manager at Barclays Bank Stockbrokers, where he ran their financial services technical qualification training courses for seven years.
MCSI, IMC, CLDP
Steve is a consultant financial trainer with fifteen year experience in identifying, designing, delivering and evaluating financial services training. He has worked with a large number of major UK and international investment banks, stockbroking firms and fund managers. He has trained front, middle and operations staff. He is presently the author of two Chartered Institute for Securities & Investment (CISI) study workbooks for their Investment Operations Certificate and Capital Markets programmes and has written a number of regulatory study workbooks. He has also written study workbooks for the Dubai Financial Services Authority. Steve is a member of the Chartered Institute for Securities & Investment and is a member of various CISI syllabus and examination committees. He has been awarded the Certificate in Learning and Development Practice by the Chartered Institute of Personnel and Development.