Neil is a freelance financial training consultant, based in Canary Wharf in London. For over a decade, he has been a non-executive director of two private companies. He is also the investment manager for a family office, following value investing principles.
Previously, Neil was a Senior Instructor at the UBS Research Academy. As part of the number-one-ranked Fundamental Analytics team, he was integral in building an EdTech platform, consisting of hundreds of audio, video and immersive ebook digital assets, including the “Build Better Models” manual.
Neil has spent over 20 years designing and delivering instructor-led training courses in financial statement analysis, financial forecasting and modelling in Excel and company valuation for equity and credit research analysts and portfolio managers. He has also taught M&A and LBO transaction modelling to M&A and leveraged finance bankers and private equity practitioners. He has worked in most of the major global financial centres, including London, New York, Amsterdam, Frankfurt, Zurich, Johannesburg, Hong Kong, Shanghai and Singapore.
Neil graduated with a Master’s degree in History from the University of Cambridge, focusing on modern economic history. He is a Fellow of the Institute of Chartered Accountants in England & Wales, having qualified as a Chartered Accountant in the Audit & Business Advisory practice of Arthur Andersen in London, while specializing in large public company audits, including News International and Balfour Beatty. He is also a CFA Charterholder, having prepared candidates for the program over several years, including as part of university Masters in Finance courses.
