Our team has extensive experience in both corporate finance and interactive e-learning content development. Through partnership with the Global Corporate Finance Society, we have access to a vast network of supporters, partners, and companies in different markets across the globe.
President and CEO
Focused. Driven. Passionate
Tim is an internet entrepreneur, financial analyst, ex-investment banker, and the CEO of the Corporate Finance Institute®. Since 2005, Tim has been an active participant in capital markets across a wide range of industries and transactions including mergers, acquisitions, divestitures, and capital raising totaling more than $3 billion in value. More About Tim »
Managing Director and CCO
Results-Focused. Practical. Innovative.
Scott is CFI’s Chief Creative Officer with over 25 years of experience designing learning solutions in the financial services industry. When not working, you will find Scott hiking in the mountains surrounding Vancouver.
Managing Director and CRO
Adventurous. Driven. Strategic.
Lisa, a former finance executive, is both a managing director at CFI, designing and delivering programs, and a Chief Risk Officer, developing and administering CFI’s internal policies and risk program. When not at work, you can find Lisa on her bike logging countless miles or running through any forest she can find!
Precise. Fast. Analytical.
Gwyn is responsible for CFI’s website, from the user interface to backend development. When he’s not behind the screen working with code, he enjoys globetrotting and learning about foreign cultures.
Director of Operations & Marketing
Ambitious. Entrepreneurial. Friendly.
With a multifaceted background in academics and marketing, Viktoriya is our Director of Operations and Marketing. She is passionate about planning creative marketing strategies behind our email campaigns, social media, website content, and offering top-notch customer support!
Director, Engagement and Learning Partnerships
Goal Oriented. Strategic. Driven.
Lonny is a sales consultant with over 13 years experience working with organizations around the world on their professional development programs. He is passionate about the great customer experience and finding the right solutions to meet the needs of his clients. Lonny is a father of 6 (or 8, if you count the two boxers!)
VP Learning and Development
Curious. Humorous. Family-Man.
Leveraging a long and varied career in financial services, Chris works in partnership with CFI clients to design and deliver objective-based training focused on their unique performance needs.
Learning and Development Manager
Calm. Considerate. Adventurous.
Yuting has a Master of Educational Technology and Learning Design from SFU and has been teaching and designing courses for learners from all over the world. She’s passionate about using adult education theories and various learning technologies to improve our students’ learning experience.
Visual Thinker. Storyteller. Creative
Bettsina takes care of CFI’s brand development and brings it to life through engaging interfaces and compelling videos. She has a Master of Digital Media and a Bachelor of Visual & Media Arts.
When not working, Bettsina can be found delving into data privacy, studying new skills or searching for the perfect flat white.
Katie Au Yeung
Detail-oriented. Adaptable. Enthusiastic.
Katie focuses on financial modeling and internal financial planning & analysis (FP&A) at CFI. She has a Bachelor of Business Administration with a specialization in Finance and is fond of working with numbers!
Ambitious. Determined. Cheerful.
Su is our development analyst and a primary point of contact for all customer inquiries at CFI. She ensures that we provide exceptional support and a positive experience for all of our students, and assists with various projects in marketing and other areas. She enjoys doing yoga in her spare time, and has been playing the piano since the age of 3!
Celso Trinidad Jr.
Goal-oriented. Persistent. Generous.
Celso is our very own grammar police who makes sure that our articles are flawless and all content is always in order. He’s easy to work with, the same way that he’s easy to please – just give him anything with peanut butter.
Loyal. Curious. Motivated.
Jorge works on a wide variety of content development projects for CFI, ranging from writing valuable resources for our site to creating Excel modeling templates. He has completed a BSc in Mathematics with a minor in Economics from the University of British Columbia and has a knack for numbers!
Adventurous. Patient. Adaptable.
Victor graduated from UBC's Sauder School of Business with a specialization in finance. He is working on content creation for CFI, including writing articles and creating financial models in Excel. He's always up for a challenge and loves working on projects that can teach him new skills!
Diligent. Compassionate. Ambitious.
Luke is a graduate from Dublin Institute of Technology (DIT), Ireland, where he gained an MSc in Digital Marketing. At CFI, he deals with all aspects of digital marketing from campaign ideation to paid advertising and strategy development. Luke is an avid piano player and huge Watford soccer fan!
Explorative. Empathetic. Empowering.
Flo is our multimedia designer who has her sleeves rolled up with CFI's UX, web design, marketing materials and educational graphics. She believes in the power of design — to shift mindsets, drive business strategy, and create impactful experiences. When she's not designing, Flo loves longboarding, illustrating, and vegan food.
Team Player. Innovative. Honest.
Ziyad has worked in the public practice for 8 years as accounting supervisor, gaining experience in tax, financial reporting and business consulting, which he currently assists with at CFI. In his spare time, Ziyad loves to play badminton and go for a bike ride.
Production and Office Coordinator
Motivated. Efficient. Organized.
Amy works with subject matter experts at CFI to develop course materials and supports operational business activities day-to-day. Outside of the office she enjoys practicing yoga and has a passion for music!
Executive Assistant to the CEO
Ambitious. Entrepreneurial. Vibrant.
Nilou is a dedicated executive assistant with 10+ years of experience in supporting entrepreneurs, board members, and executives. At CFI, she assists and works alongside the CEO to coordinate day-to-day operations, strategy development, and implementation. Outside of the office, Nilou works on her own beauty consultancy business!