Paul Smith's Email & Phone Number

💼 Past Experience

Paul CFA has over 15 years of experience in the financial modeling industry. He started his career as a Financial Modeling Instructor at SustainFinance, a private equity firm. After teaching for several years, he founded Financial Modeling Institute in 2004. FMI is a private equity firm that provides financial modeling teaching and research services. As a Director at Financial Modeling Institute, he has a predominant role in providing daily support to employees. He is also a Senior Adviser at Inflection Point Intelligence Ltd. and a Non Executive Director at Diginex Limited. He also leads the Asia Pacific team at The Credit Suisse Group. As a CEO at Warlencourt Limited, he was responsible for all aspects of the company, including financial modeling, trading, and investment. He also served as CEO at Asia Alternative Asset Partners from January 2006 to January 2012. He has been a Managing Director at Ermitage International Ltd since January 1984. He also served as President and CEO at CFA Institute from January 2015 to September 2019. In his previous role as Assistant Manager at PricewaterhouseCoopers, he was responsible for all financial modeling processes at the company.

🎓 Education

Paul CFA's education began with studying economics and business at the University of Oxford. After completing his undergraduate studies, he worked as a research associate at JPMorgan Chase& Co., before beginning his own financial consulting firm. In 2007, he graduate from the University of Oxford with a degree in economics.While at the University of Oxford, CFA also studied environmental accounting and financial Reporting. After completing his undergraduate studies, he started his own financial consulting firm in 2007. In 2008, he attained his masters in business administration from the University of Oxford.As a business consultant, CFA has worked with a number of clients, including JPMorgan Chase& Co., Bank of America Merrill Lynch, and Citigroup. He has also published a few articles dealing with financial consulting. His most recent paper is “Commission-Free Investing: A Primer”.

💡 Technical & Interpersonal Skills

Paul CFA's Professional and Technical experience:Founding Partner at SustainFinanceAnalyst at Inflection Point Intelligence LtdNon Executive Director at Diginex LimitedCEO at Warlencourt LimitedChairman and CEO at Asia Alternative Asset PartnersManaging Director, Asia Pacific at CFA InstituteAssistant Manager at PricewaterhouseCoopersPaul CFA's interpersonal skills:Leader of Credentialing organisation in Financial ModelingAnalyst at Inflection Point Intelligence LtdNon Executive Director at Diginex LimitedCEO at Warlencourt LimitedChairman and CEO at Asia Alternative Asset PartnersManaging Director, Asia Pacific at CFA InstituteAssistant Manager at PricewaterhouseCoopers