Training and Consulting Consortium
Bob designs and delivers programs in both capital markets and asset management sectors as a lead instructor. Bob began his career at Chase (now part of J.P. Morgan) where he went through both their analyst and associate training programs (he was also credit trained in this process). After gaining experience working with middle market companies in the Tri-State region, Bob moved to WestLB to work with larger corporations up and down the East Coast of the U.S. With his strong credit background, he decided to transition into the capital markets side of the business by joining Credit Research and Trading (a boutique firm focused on distressed debt) where he was on the private (bank debt) trading desk. He then joined Credit Lyonnais (now part of Credit Agricole) to manage a portfolio of distressed debt and reorganized equities before transitioning to its Corporate Finance Group (its investment banking arm). Over time, he ended up running Credit Lyonnais’ investment banking business in North America.
In 2003, Bob launched a hedge fund using proprietary derivative trading strategies drawing from both his deep value credit experience and that of working with a large derivative platform at Credit Lyonnais Securities.
His teaching career started at 7city/Fitch Learning where he held several positions of increasing responsibility, including Managing Director, Head of Americas and Global Head of Asset Management and Capital Markets. He then started the capital markets training practice for Training The Street. In 2017 Bob launched the Training and Consulting Consortium to empower XP3RTs and enable clients to ethically utilize the best enterprise educators available.