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    Wall St. Training Client List

    Selected Current and Past Clients Include:
    • Banc of America Securities
    • Bank of Tokyo - Mitsubishi UFJ
    • Baruch University - Investment Banking Club
    • Benfield Advisory
    • Boston University – MSIM Program
    • Capital Group Companies
    • CIBC Equity Research
    • CIBC High Yield Research
    • CIBC Investment Banking
    • Citigroup Inc
    • Commerzbank
    • Concordia University
    • Credit Suisse Group
    • Deutsche Bank
    • Dow Jones Indexes
    • FactSet Research Systems
    • Fidelity Management & Research
    • FitchRatings
    • GE Private Equity
    • GE Private Equity Hong Kong Asia
    • GE Private Equity London
    • Grail Partners LLC
    • Greenhill Investment Banking
    • Guy Carpenter / MMC Securities
    • Hales & Company
    • HypoVereinsbank (HVB Group)
    • ING Leveraged Finance Group
    • JPMorgan Asset Management
    • JPMorgan Private Bank
    • Kimelman & Baird LLC
    • Lexis Nexis Martindale-Hubbell
    • Loomis Sayles & Company
    • MetLife (Metropolitan Life Insurance Company)
    • Needham & Company
    • Sidoti & Company
    • Simmons & Company International
    • TD Securities Investment Banking
    • The Deal
    • TIAA-CREF
    • Unifund Asset Management
    Third-Party Affiliations
    • Professional Continuing Education Partner with:
        NYSSA (New York Society of Security Analysts)
        HKSFA (Hong Kong Society of Financial Analysts Society)
        BSAS (Boston Security Analysts Society)
        SCFAS (Stamford CFA Society)
    • CFA instructor for Stalla, one of the largest international CFA test-prep providers
    • Former Adjunct Professor at Baruch and Hunter Colleges
    Corporate Attendees
    In addition to our clients, below is a partial list of companies from which employees have attended our courses:

    • A.M. Best Company
    • ABN AMRO Bank
    • ACE Group
    • Aegis Insurance Services
    • AIG Global Investment Group
    • Alliance Bernstein
    • Alliance Capital
    • Alternative Investment Management
    • AMBAC Financial Group, Inc.
    • American Appraisal Associates
    • American Express Financial Advisors
    • Arnhold & S. Bleichroeder, Inc.
    • Barclays Capital
    • Baring Asset Management
    • Bear Stearns
    • Blackstone Group
    • BNP Paribas
    • Brown Brothers Harriman
    • Calyon Financial
    • Cantor Fitzgerald
    • Capital Bridge
    • Caxton Associates
    • Cendant Corporation
    • Chubb & Son Insurance Group
    • CIT Group
    • Deloitte & Touche LLP
    • Dresdner Kleinwort Wasserstein
    • Duff & Phelps, LLC
    • DZ Bank AG
    • Eaton Vance Management
    • Emigrant Savings Bank
    • EnTrust Capital
    • Ernst & Young
    • Evergreen Investments
    • F.L. Putnam Investment Mgt., Co.
    • Federal Reserve Bank of NY
    • Fiduciary Trust Co., Int'l.
    • First Albany Capital
    • FMV Opinions, Inc.
    • General Atlantic Partners
    • Gerson Lehrman Group
    • Goldman, Sachs & Co.
    • HSBC Asset Management Inc.
    • Innovest Strategic Value Advisors
    • Instinet Group
    • INVESCO
    • KPMG LLP
    • Legg Mason
    • Lehman Brothers
    • Merrill Lynch & Co.
    • Moody's Investors Service
    • Morgan Stanley
    • MSD Capital LP
    • Neuberger Berman, LLC
    • New York Life Insurance Company
    • Oppenheimer & Co., Inc.
    • Perry Capital
    • Pershing LLC
    • PricewaterhouseCoopers
    • Prudential Investments
    • Putnam Investments
    • Societe Generale
    • Standard & Poor's
    • State Street Global Advisors
    • Thomson Financial
    • UBS
    • Wachovia Securities
    • Wellington Management
    Wall St. Training is currently working with several other corporations to provide customized training services and programs in the areas of Investment Banking, Equity Research (buy-side and sell-side), Private Equity, Asset Management and Credit Analysis. If you are interested in learning more, or to become a client, please contact us.