Jo has over 20 years experience in the industry, and is a Fixed Income and Derivatives specialist. She graduated from Imperial College, London with a First Class Honours degree in Aeronautical Engineering. Her initial financial services career with JP Morgan saw her quickly rise to Director of Fixed Income based in South Africa at Barclays.
For the last 8 years Jo has been working as a Consultant to provide technical training for financial institutions on topics such as Derivatives in Fund Management, Exchange Traded Derivatives, Over the Counter Derivatives, Swaps, Fixed Income and Liability Driven Investments.
Jo supported many firms through the RDR transition writing and delivering CISI accredited gap-fill courses to many who complete specialist regulated activities. She also delivers CISI courses to college students to develop their knowledge of the financial services industry and is the CISI Principal Moderator for the extended project for Introduction to Securities and Investments for schools qualification. Jo holds the Level 7 Chartered Wealth Manager qualification, as well as other financial services related papers.
Jo is a very thorough and conscientious tutor whose background means she can adapt sessions to ensure delegates get the knowledge of how to apply the session content alongside the theory.
Recent projects include the design and delivery of ESMA Knowledge & Competence courses, delivery of individual gap-fill requirements for Derivatives and Securities, alongside the delivery of CISI qualifications.