Principal Trainer
Cara Marshall, Ph.D.
Cara has two decades of experience designing and delivering academic and industry training to finance professionals.
Cara has trained employees at many investment banks, hedge funds, commercial banks, and government agencies across the U.S., as well as in Toronto, London, Hong Kong, Singapore, and other locations around the world. She conducts training primarily in the following areas: various levels of Microsoft Excel, VBA, and Python, as well as in specific topics related to capital markets, modelling, and more. Cara is a a professor at Queens College, within the City University of New York. She is also currently the Director of the Graduate Program in Risk Management.
Clients
Cara has trained employees at: JP Morgan Chase, Goldman Sachs, Credit Suisse, Citi, Prudential, Lazard, Bank of China, BNP Paribas, Federal Housing Finance Agency, U.S. Department of Treasury, Barclays, Morgan Stanley, Bank of America Merrill Lynch, Nomura, Fidelity, Pinebridge, AMEX, Wells Fargo, and Instinet, among others.
Hybrid Courses
Our most popular hybrid courses offer participants a chance to learn through a variety of modes, helping reinforce concepts. It's the best of both worlds: unlimited access to our online course for 1 year, along with a two-part live workshop for each course.
All instruction is done outside of business hours, so there is no need for employees to take time off the desk. Participants get both online and live instruction (via Zoom). No need to reserve space or rent laptops and equipment.
Each 2-hour workshop (live via Zoom) gives participants an opportunity to work through a new finance-related project, reinforcing tools and concepts learned online, while having the ability to ask the instructor questions one-on-one.
Online Courses
We also offer inexpensive online training courses (no live instruction) designed for financial professionals, giving you the technical expertise to help you succeed. Our courses are designed to get you up to speed quickly and efficiently. Courses are self-paced so you can work from wherever you are, whenever is most convenient for you.
In-Person Industry Training
Decades of teaching and service, stellar course evaluations.
- In-person or live virtual training
- Tailored courses
- Curriculum Development
Project Consulting
Give us your project that needs work. We can help with projects related to Microsoft Excel, VBA, or Python. We will do our best to develop a solution to help you become more efficient and productive.