Investment Banking Instructor

Resides In

New York


University of Liverpool


Accounting, Banking, Corporate Finance, General Business


  • Member of Investopedia's Financial Review Board
  • Highly experienced financial educator in a business context
  • Author of financial education content
  • Career focus on making financial concepts understandable to all


Amy is the CEO and Founder of OnPoint Learning, a financial training company delivering
training to financial professionals. She is an investment banking instructor with over 17
years experience of teaching analysts, associates and senior management within financial
institutions how to be more effective at their jobs.

Based in New York, Amy’s client list includes recognized Wall Street names as well as
educational institutions and non-profit organizations. Amy’s specialisms are accounting,
valuation, credit and financial modeling and Excel training, which draws on her background
in corporate finance. Amy’s classes are always practical, interactive and reflect the
experience of daily working life. Tutorials and lessons are conducted at the computer,
building models, using Excel and solving problems real-time and with real-company data.

Amy teaches continuing professional development classes as well as Exam Prep courses for
the CFA® qualification and she has taught in London, Hong Kong, Singapore, across the
Middle East, and in more than 15 North American cities.

As well as teaching in the classroom, Amy is an accomplished author of academic texts,
having written publications and contributed to accounting and investment banking
textbooks. She also produces e-learning content for leading industry online courses.

Amy is on the Financial Review Board of Investopedia, the world’s most visited source of
financial information on the internet. She also serves as board member to the Rapid Defense
Network, a non-profit law firm specializing in providing pro-bono legal advice to immigrants
who have been unlawfully detained.

Amy started her finance career with Deloitte, gaining the ACA qualification to become a
Chartered Accountant before moving into a corporate finance role.


Amy's career in professional education began after qualifying as a Chartered Accountant with Deloitte. Since then, she has taught finance industry professional qualifications and trained inside the world's leading financial institutions.