Meet Our Team
Introducing Our Dedicated Team Members
We are Analysts, Educators, and Creators.
Our team has extensive experience in both corporate finance and interactive e-learning content development. We have access to a vast network of supporters, partners, and companies in different markets across the globe.
CFI Instructors
Lisa Dorian
Co-Founder
Co-Founder
Lisa is Co-Founder of CFI Education. Although she had a successful career as a finance executive, Lisa decided to follow her passion for education in 2001 and never looked back. She has designed, developed, and delivered customized learning solutions to financial institutions and multi-national corporations across the globe. Her corporate experience gave her unique insight to share with commercial and corporate bankers, and her experience as a CFO gave her unique insight to share with corporate teams. After spending a few years in New York, Lisa decided to move back to Vancouver and now enjoys a somewhat retired lifestyle.
Glenn Hopper
AI & Finance
AI & Finance
Glenn is a technology-minded CFO with more than two decades of experience in finance and accounting leadership. He is a consultant and author who writes about the intersection of artificial intelligence and corporate finance. His book, Deep Finance: Corporate Finance in the Information Age, provides a digital transformation roadmap for businesses to follow to become data-driven organizations.
His expertise spans financial leadership and strategy, finance automation, data science, and operational efficiency. Glenn has a master's in finance from Harvard University with a graduate certificate in business analytics, and an MBA from Regis University.
Andrew Loo
Capital Markets
Capital Markets
Andrew joins CFI after a long career in the financial markets in Asia and is looking forward to bringing his experience to his new role as Director, Capital Markets. Outside of work, Andrew is most often found driving his kids around, on the golf course or indulging in his passion for wine, but never all three at the same time.
Duncan McKeen
EVP, Financial Modeling
EVP, Financial Modeling
Duncan is fascinated with pedagogy and loves course creation and design. He is an effective communicator with extensive experience teaching financial modeling, accounting, analysis & valuation. Prior to teaching, Duncan held senior equity research positions with top banks & brokerages. He has solid analytical skills with an Engineering degree, Master of Finance degree and a CFA Charter.
Noah Miller
ESG
ESG
Prior to launching Rho Impact, Noah Miller worked in ESG consulting, social entrepreneurship, and served in a variety of internal and external consulting capacities. Most recently he spent two years with Summit Strategy Group, serving as the Senior Director of their ESG Consulting and Stakeholder Engagement Practice. Noah has also been an internal management consultant for Keurig-Dr. Pepper (a US-based and publicly listed multinational) and advised global non-profits on revenue generation and program development.
Meeyeon Park
VP, Training & Content
VP, Training & Content
Meeyeon is based in Vancouver, BC. Having spent most of her career in Toronto, Meeyeon has previous experience in both the buy/sell-side of Finance with roles at Ontario Teachers Pension Plan in Fixed Income Portfolio Management and BMO Capital Markets in Investment Banking. Meeyeon holds a Bachelor of Business Administration, with High Distinction, from the University of Toronto.
Kyle Peterdy
Commercial Banking
Scott Powell
Co-Founder
Co-Founder
Scott is Co-Founder CFI Education. Now based in Vancouver, Scott spent a significant portion of his career in London, New York and Hong Kong. Scott has a passion for teaching with over 25 years of experience designing and delivering customized learning solutions for firms in the financial services industry including JP Morgan, Deutsche Bank, Bank of America Merrill Lynch, Credit Suisse, and HSBC, to name but a few.
Jeff Schmidt
VP, Financial Modeling
VP, Financial Modeling
Prior to joining CFI, for over a decade Jeff Schmidt taught financial modeling and valuation to thousands of students all over the world. Clients included some of the world’s largest corporations and financial institutions, as well as many of the most prestigious universities in the world.
Ryan Spendelow
Senior VP, Training & Curriculum
Senior VP, Training & Curriculum
Ryan joins CFI having spent over a decade designing and delivering training solutions for the investment banking and investment management industries around the globe. Based in London, Ryan is experienced at creating innovative training solutions that deconstruct complex products and ideas into simple to understand concepts.
Tim Vipond
Co-Founder
Co-Founder
Tim is the Chair of the Board of CFI Education. He has extensive experience as an internet entrepreneur, in financial analysis and investment banking. Beginning in 2005 Tim Vipond was an active participant in the capital markets with a wide range of experience spanning investment banking, investment management, and corporate development. Tim holds BA from Dartmouth College (Hanover, NH), an MBA from the Sauder School of Business at the University of British Columbia (Vancouver, BC), and is a certified Financial Modeling & Valuation Analyst (FMVA)®.
More About Tim »
Helen Wale
Leadership Skills
Leadership Skills
Helen is an experienced Human Resources and Organizational Development professional holding a Certified Executive Coach designation. She is passionate about learning, supporting individuals to maximise their personal and professional skills through teaching, facilitating and individual coaching. Outside of work, Helen is an enthusiastic kayaker and has a fascination with genealogy.
Joseph Yeates
BIDA
Joseph Yeates
BIDA
Joseph is passionate about driving better decision-making by creating, curating, and communicating insights from data. A data enthusiast with a background in Retail Banking, he is an advocate for making advanced analytics more accessible to a wider audience by integrating them into business intelligence solutions. He has completed a few half-marathons and is aiming to complete a full marathon one day - probably while listening to his favorite podcasts!
Seb Taylor
VP, Product
VP, Product
Seb Taylor is passionate about business intelligence, a world where data transformation and automation meet analytical superpowers. Sebastian has a degree in Economics and Finance and has spent the last 12 years working across Energy, Finance and Retail delivering analytical and automation solutions. As a fun fact, Seb once swam in the chilly waters of the Antarctic.
Leadership Team
Anna Talerico
CEO
CEO
Anna is an entrepreneur & investor with a background in online training and B2B enterprise software. She loves building high-performing teams with a focus on capital efficient go-to-market, people development, and culture. Outside of work, Anna splits her time between Nashville & New York and enjoys spending time with her husband and two children.
Jim Nida
CFO
CFO
Jim Nida is an experienced CFO with a strong background in finance leadership, having held executive roles at RealSelf, EnergySavvy, and Microsoft. He holds an MBA from the Tuck School of Business at Dartmouth College and has extensive experience in corporate development and startups. Jim lives in Seattle, Washington with his wife and three children. In his spare time, he enjoys outdoor activities in the Pacific Northwest.
Angie Baliem
COO
COO
As a former leader in education, Angie transitioned to the eLearning sector in 2018. Having led Customer Success, Account Management and Sales teams at Linux Academy, A Cloud Guru and Pluralsight she is passionate about building a strong customer-centric experience. Angie is located in Texas, she enjoys spending time with her husband and three children.
Ryan MacGregor
Chief Product Officer, Macabacus
Chief Product Officer, Macabacus
Ryan is a serial entrepreneur and former investment banker (Credit Suisse and Lehman Brothers), who earned an MBA from the University of Chicago Booth School of Business after serving in the U.S. Navy as a submarine officer. He founded and served as CEO of Macabacus, which was acquired by Corporate Finance Institute® (CFI) in 2021. Ryan currently heads CFI's enterprise software division and is the driving force behind Macabacus' business, sales, and product strategies.
Gwyn Pritchett
EVP, CTO
EVP, CTO
Gwyn leads CFI’s technology strategy, driving innovation and aligning technology initiatives with business goals. With over 20 years of experience, he oversees technology development, implementation, and operations. Over his 7 years at CFI, his role has culminated in responsibility for CFI's product, including design, engineering, and data. He excels at building high-performing engineering and data teams. Outside of work, Gwyn lives in Vancouver, Canada, and enjoys winter sports, travel, and learning languages.
Kristen O'Brien
Head of GTM, Macabacus
Kristen O'Brien
Head of GTM, Macabacus
Kristen proudly leads the highly-collaborative and hungry Sales, Customer Success, Marketing, and Support teams at Macabacus. Kristen is passionate about building authentic, high-performing, and customer-centric teams to ensure the best possible value-driven experience for our customers. Passionate about revenue enablement, operations, and project management you can find Kristen crossing t’s and dotting i’s to ensure the success of the team and our customer’s experience. Outside of work, Kristen enjoys spending time with her family, reading a book, being outdoors, and painting.
John Kennedy
VP, Engineering
VP, Engineering
John is part of the Macabacus—and now CFI™—team. As an engineer with a broad range of skills, he leads engineering for Macabacus. He is curious and passionate about everything tech-related and likes to tinker in his free time, automating everything he can in his personal life. John is an avid outdoor enthusiast, spending his outdoor time skiing, snowboarding, mountain biking, and sailing.
Alexander Lisogurskiy
VP, Engineering
VP, Engineering
Using his teaching background, experience in building e-learning solutions, team management and analytical skills, Alex leads engineering for CFI’s Learning Management System. Alex holds a Ph.D. in Control Systems Engineering and in his spare time enjoys mountaineering and travel.
Seb Taylor
VP, Product
VP, Product
Seb Taylor is passionate about business intelligence, a world where data transformation and automation meet analytical superpowers. Sebastian has a degree in Economics and Finance and has spent the last 12 years working across Energy, Finance and Retail delivering analytical and automation solutions. As a fun fact, Seb once swam in the chilly waters of the Antarctic.
Jackie Chmura
VP, Customer Experience
VP, Customer Experience
Jackie has a 10-year background in B2B software and online training. She loves to build high-performing, collaborative teams with a focus on Customer Success, Relationship Management and Renewal Management. Jackie is located in Texas; outside of work she enjoys spending time with her friends and family, two Shetland Sheepdogs Tyler and Joey, and trying new restaurants with her husband.
Brittany Couch
VP, Marketing
VP, Marketing
Brittany directs customer acquisition for the CFI marketing team. With over 15 years in growth marketing tactics, Brittany is passionate about understanding the buyers journey, leveraging SEO, and building and scaling quality marketing programs. Outside work, Brittany enjoys spending time outdoors, exploring new places, and quality time with friends and family.
Dion Travagliante
Director of Sales
Director of Sales
Dion oversees the Sales and Account Management team at Macabacus. He is a Fintech veteran and has spent the past 16+ years in a variety of sales/leadership roles including at FactSet, MSCI, and AlphaSense. Outside of work, he is an avid golfer and enjoys spending time with his family.
Rahul Gill
Manager of Product & Customer Enablement - Macabacus
Rahul Gill
Manager of Product & Customer Enablement - Macabacus
Rahul oversees the Customer Enablement team at Macabacus. He brings several years of experience in financial services, including roles at Deloitte and KPMG, and is a long-time Office power user. Rahul is a highly valued and trusted resource for both our customers and the Go-To-Market (GTM) team.
Vig Venkataraman
Senior Director, Marketing
Senior Director, Marketing
Vig Venkataraman leads several Marketing functions at CFI including Growth, Lifecycle, Web, Product & Content Marketing. He brings 13+ years of experience across a wide range of industries - Retail E-Commerce, Financial Services, FinTech and now, Education - and is passionate about creating customer-centric marketing strategies & programs. Vig lives in the Chicago area with his wife, a newborn and two dogs. He enjoys traveling, spending time with family and listening to his favorite songs on repeat.
Vijay Maharaj
Director, FP&A
Director, FP&A
Vijay has been working in FP&A for tech companies for over 10 years. He is a firm believer in the power of FP&A in empowering stakeholders to make informed decisions. He earned his Master of Arts in Economics at University of Texas at Austin. Outside of work, he enjoys spending time with his family, bouldering, and traveling.
Kim Stithem
Controller in Finance
Controller in Finance
A self-motivated and organized professional with 20+ years of both private, internal and public accounting experience. Compiled and analyzed forecasts, budgets, and actuals for both public and private companies that range from under $20 million to over a billion dollars in revenue. Highly involved in the implementation and management of the accounting systems and reporting tools used at each company. More than 15 years of supervisory experience that includes building, training, developing and mentoring teams. Key contributor in the development or continued collaboration with other departments to meet the company’s overall annual objectives.
Pavel Nacev
Director of Analytics & Engineering
Director of Analytics & Engineering
Pavel’s passion is playing around with data and finding new and quicker ways to visually represent and analyze it. Pavel routinely works with millions of rows of structured & unstructured data, transforming them into meaningful insights for business leaders. As well as managing all of CFI’s internal analytics, Pavel helps develop our BIDA courses.
Amy Leyson-Cadiz
Director, Learning & Development Operations
Director, Learning & Development Operations
Amy is the Senior Manager, Learning Production and Design of CFI Education, bringing with her over 15 years of experience in the eLearning design space. Her career began in the Philippines, flourished in Singapore and continues in Vancouver. Specializing in developing eLearning solutions for specialized schools, Amy has also excelled in managing webcasting projects for multinational corporations such as Unilever and Olam International. This blend of experiences has honed her skills in crafting engaging learning experiences that cater to diverse audiences.
Ryan Spendelow
Senior VP, Training & Curriculum
Senior VP, Training & Curriculum
Ryan joins CFI having spent over a decade designing and delivering training solutions for the investment banking and investment management industries around the globe. Based in London, Ryan is experienced at creating innovative training solutions that deconstruct complex products and ideas into simple to understand concepts.
CFI™ Board
Tim Vipond
Co-Founder
Co-Founder
Tim is the Chair of the Board of CFI Education. He has extensive experience as an internet entrepreneur, in financial analysis and investment banking. Beginning in 2005 Tim Vipond was an active participant in the capital markets with a wide range of experience spanning investment banking, investment management, and corporate development. Tim holds BA from Dartmouth College (Hanover, NH), an MBA from the Sauder School of Business at the University of British Columbia (Vancouver, BC), and is a certified Financial Modeling & Valuation Analyst (FMVA)®.
More About Tim »
Scott Powell
Co-Founder
Co-Founder
Scott is Co-Founder of CFI Education. Now based in Vancouver, Scott spent a significant portion of his career in London, New York and Hong Kong. Scott has a passion for teaching with over 25 years of experience designing and delivering customized learning solutions for firms in the financial services industry including JP Morgan, Deutsche Bank, Bank of America Merrill Lynch, Credit Suisse, and HSBC, to name but a few.
Jeremiah Daly
Elephant
Elephant
Jeremiah co-founded Elephant in 2015. He co-leads the firm's investment activities and management. Jeremiah is on the boards of CFI Education, KnowBe4, A Cloud Guru, Mosyle and several other Elephant investments.
Prior to co-founding Elephant, Jeremiah was an investor at Accel, Highland Capital Partners and Summit Partners. He started his career at Silicon Valley Bank and Gold Hill Capital. Jeremiah holds an AB in Government from Dartmouth College where he captained the golf team.
Jason Shein
Elephant
Elephant
Jason is a Partner at Elephant and joined the firm in 2019. In addition to CFI, he sits on the boards of Elephant portfolio companies including AIHR and Welligence, and also serves as a board observer for several Elephant investments. Prior to joining Elephant, Jason was an investor at General Atlantic and worked closely with growth-stage software & e-learning businesses there. Jason holds a BA in Science, Technology and Society from the University of Pennsylvania.
Ryan Kruizenga
Arthur Ventures
Arthur Ventures
Ryan has been a Partner at Arthur Ventures since joining the firm in 2016. Ryan joined Arthur Ventures from Mainsail Partners where he focused on growth-stage B2B software investments. Prior to Mainsail, Ryan was the founder of a software startup, an investor with Summit Partners, and a member of the Technology Investment Banking team at Piper Jaffray. Arthur Ventures has a portfolio of e-learning businesses including CFI Education, Cybrary, Datacamp, Linux Academy (acquired by A Cloud Guru). Ryan graduated from the University of St. Thomas with a degree in Entrepreneurship.
YS Chi
Elsevier / RELX
Elsevier / RELX
International businessman and thought leader in publishing, education and information solutions serving as Elsevier’s Chairman and RELX’s Director of Corporate Affairs. Former President of International Publishers Association and Association of American Publishers. Distinguished Visiting Professor at Korea Advanced Institute of Science and Technology (KAIST). Independent director of CFI Education and Ingram Industries. Board Member at Princeton University Press, Ban Ki-Moon Foundation, and Educational Testing Services. Advisory Board Member at KAIST, University of Surrey and Southern Federal State University.
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