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Schweser Full Time Faculty
全职研发团队伍

 

任何一个优秀的教育课程都源于它背后优秀的教育指导团队。我们组成了最有效、最有能力、在业界备受尊崇的专业导师、讲师研发团队来为您提供Schweser课程的学习。

Dr. Andrew C. Temte, CFA CFA – President  主席
Dr. Tim Smaby, CFA, FRM 高级副主席,负责讲师和课程教材内容
Dr. R. Douglas Van Eaton, CFA 副主席
Dr. Bruce Kuhlman, CFA, CAIA
副主席
David W. Wiley, CFA
部门副主席
David Ekstrom, CFA
副主席
Jodi Joachim,
CFA 内容开发部总监
Kurt Schuldes, CFA项目经理
Derek Burkett, CFA, FRM 高级内容专员
Craig S. Prochaska, CFA 内容专员
 
Eric Smith, CFA, FRM 高级项目经理



Dr. Andrew C. Temte, CFA – President  主席 CFA – President  主席Presid TOP

 

Andy Temte is President of Schweser, a Kaplan Professional Company. He has been with the company since its inception in 1991, working together with Dr. Carl Schweser until 1999 to build Schweser into the global leader in CFA? Exam review.

Andy Temte是Kaplan Professional公司Schweser产品的负责人。他1991年从公司建立初期,一直与Carl Schweser博士一起工作,在1999年建立起了Schweser产品,并使其成为全球CFA考试复习指导书的引领者。

Upon its acquisition by Kaplan, Inc. in 1999, Temte took the reins of the Schweser organization and has assembled a world-class team of internal faculty/staff and independent faculty contractors. Under his direction, Schweser has expanded its product line of premier study tools for the Chartered Financial Analyst? Exam to include a full online educational program, testing software, and interactive Video CDs.

在1990年被Kaplan收购之前,Temte负责Schweser公司的经营,组成了一批具有世界级水准的内部和独立讲师团队。在他的领导下,Schweser公司积极拓展CFA学习备考的产品线,包括一整套完整的在线教育课程,测试软件和交互式视频培训课程。

In 2001, Schweser purchased the venerable Study Seminar for Financial Analysts, as well as the Excel/JKE Exam Review in 2003. These acquisitions, along with diversified product lines that include study tools for the FRM? and CAIA Exams, have further bolstered Schweser’s position as the leading global provider of financial education solutions. Temte and his team are continually searching for new and innovative methods to effectively and efficiently deliver the best in financial education to Schweser’s clients.

在2001年Schweser公司买下了在业界地位很高的“金融分析师学习会”培训机构,随后在2003年,买下了Excel/JKE Exam Review,另一家知名的CFA培训机构。这些并购,连同Schweser多样化的产品线如:FRM、CAIA考试工具更加巩固了Schweser全球金融教育产品提供者的领先地位。Temte和他的团队还在不断研究能够将最好的金融教育产品有效提供给Schweser用户的方案。

Temte earned his doctorate in finance at the University of Iowa with a concentration in international finance and investment theory issues. He also has over a dozen years of university teaching experience in the areas of corporate finance, investments and international finance.

Temte 在University of Iowa获得了金融博士的头衔,主攻国际金融和投资理论。他在公司金融、投资和国际金融方面有超过12年的教学经历。

 

 

Dr. Tim Smaby, CFA, FRM - Senior Vice President of Faculty and Content
高级副主席,负责讲师和课程教材内容 --------------------------------------     ---------TOP

Tim has served as the CFA Level 2 Manager since joining Schweser in 2003. He also manages content development for Schweser and coordinates the Financial Risk Manager (FRM) review programs. Prior to joining Schweser, Tim served as an associate professor of finance and finance program chair at Penn State Erie. As the finance program chair he developed a new finance major based on the CFA Institute Body of Knowledge designed to encourage undergraduate students to enter the CFA? program. He has ten years of teaching experience at the undergraduate and graduate levels in the areas of investments, corporate finance, and international finance. In addition, he has published numerous articles in academic journals. Tim earned his doctoral degree in finance from the University of Cincinnati.

Tim自2003年进入Schweser公司以来担任CFA Level 2课程经理。他也同时管理Schweser的课程内容开发和负责FRM复习课程的协调。在进入Schweser公司以前,他在Penn State Erie担任金融副教授和金融课程主席。作为金融课程主席,他开发了一个以CFA知识构架为核心的新金融专业来鼓励本科生进入CFA课程的学习。他有10多年对本科生、研究生在投资、公司融资和国际金融方面的教授经验。另外,他还在学术刊物上发表了多篇文章。他拥有University of Cincinnati金融博士学位。

 

 

Dr. R. Douglas Van Eaton, CFA - Vice President
副主席                                    -----TOP

Before joining Schweser as vice president and Level 1 manager, Doug taught finance at Texas Christian University, the University of North Texas, and the University of Washington. Prior to that, he spent six years with the brokerage firm of Dean Witter. He has published articles in both academic and professional journals, including the Financial Analysts Journal, Journal of Investing, Review of Quantitative Finance and Accounting, and the Financial Services Review. His work has been cited in the CFA digest and won an award from the CFP Board of Examiners. Doug also has many years of experience teaching financial professionals, including CFA exam review courses for the Dallas Society of Financial Analysts (DSFA) and JKE (Excel) Exam Review, as well as seminars for the American Institute of Certified Public Accountants (AICPA) in finance, accounting, and funds management. Doug’s education includes a master’s degree in economics and a doctorate in finance, both from the University of Washington.

Doug在进入Schweser公司成为副主席和Level 1课程经理以前,曾在Texas Christian University, the University of North Texas, and the University of Washington教授金融专业。再之前,他在Dean Witter(摩根斯坦利)投资银行服务了六年。他目前已经在学术和专业刊物上,如Financial Analysts Journal, Journal of Investing, Review of Quantitative Finance and Accounting, and the Financial Services Review发表了多篇文章。他的工作得到CFP考试委员会的嘉奖,也常被CFA协会引用。Doug有多年在DSFA、JKE CFA考试复习的经验,他也在美国注册会计师协会(AICPA)讲授金融,会计和基金管理课程。他是University of Washington的经济学硕士和金融博士。

 

 

Dr. Bruce Kuhlman, CFA, CAIA - Vice President
副主席 --               -----------------------------      ---------------TOP

Bruce is Vice President and Level 3 Manager at Schweser Study Program. He received his MBA and PhD, both in finance, from the University of Florida and taught undergraduate and graduate corporate finance and investments for sixteen years prior to joining Schweser in 2002. Bruce is also director of the Study Seminar for Financial Analysts (a service of Schweser Study Program) at the University of Windsor in Windsor, Ontario, Canada, author of CFA? Fundamentals, and creator and primary editor of CFA? Fundamentals: the Schweser Guide to Success Video Series.

Bruce是Schweser公司的副主席以及CFA Level 3 的课程经理。他是University of Florida的MBA 、PhD。在2002年加入Schweser公司之前,他教授研究生和本科生企业金融和投资16年。Bruce也是University of Windsor in Windsor, Ontario, Canada” 金融分析师学习会”的总监,CFA? Fundamentals的作者,the Schweser Guide to Success Video Series的创建者和主要编辑。

 

 

David W. Wiley, CFA - Division Vice President
部门副主席 -----------------------------------                  ------------TOP

Dave is Vice President of Curriculum for Schweser Study Program and Director of the Koppel & Wiley CFA review courses in Europe and the Study Seminar for Financial Analysts (SSFA) at the University of Windsor. Before the companies were acquired by Schweser Study Program, he was a partner with Koppel & Wiley and Excel Exam Review (previously JKE Exam Review).

Dave是Schweser学习课程副主席、欧洲Koppel & Wiley CFA和University of Windsor SSFA总监。在其公司被Schweser Study Program收购之前,他是Koppel & Wiley and Excel Exam Review的合伙人。

Dave has over 21 years’ experience in securities analysis and financial project management, with specific concentration in business valuations, credit risk analysis, and disposition of financially troubled assets. In 1982 Dave received an MBA from the Fuqua School of Business at Duke University; and in 1986 he was awarded the CFA designation and is a member of the CFA Institute. As a member of the CFA Society of Dallas-Fort Worth (CFAS-DFW), he has served as Education Chair since 1990 and is a past president. Dave founded CFAS-DFW’s Weekly CFA Review Course and Study Program and has directed the program since its inception in 1989.

Dave在证券分析和金融项目管理方面有21年的工作经历,主要集中在企业估值、信用风险分析和金融问题资产处置。1982年Dave从Duke University拿到了MBA学位;1986年成为CFA持有人和CFA会员。作为CFAS-DFW的一员,他自1990年以来担任过教育主席和前任会长。他于1989年创建了CFAS-DFW’s CFA每周复习课程和学习课程。

 

 

David Ekstrom, CFA - Vice President
副主席 -----------------------------------                     -----------TOP

David is Vice President of Curriculum for Schweser Study Program, as well as the Director of Schweser’s Continuing Professional Education Program. He is the chief architect of Schweser’s Practice Exams for all three levels of the CFA program.

David 是Schweser学习课程副主席和Schweser继续职业教育课程总监。他是CFA整个三级课程Schweser模拟考试的主要创造者。
David’s background includes portfolio management, equity analysis, and development and administration of employee benefit plans and personal trusts. He is a past director of the CFA Society of Dallas-Fort Worth (CFA-DFW). He has taught review classes for the CFA-DFW for 15 years, since receiving his CFA charter in 1990. David also has taught at numerous private CFA review courses in North America, South Africa, and Europe, specializing in economics, debt investments and derivatives. He has prepared CFA review notes and practice exams for the last 16 years, as a principal of JKE Exam Review, Inc. and Excel Exam Review, Inc. JKE and Excel were acquired by Schweser in 2003.

David的学术背景包括投资组合管理,股票分析,员工福利计划和个人信托的发展和管理。他是CFA-DFW的前任总监。自他1990年拿到CFA,他已经在CFA-DFW教授复习课15年了。David在北美、南非、欧洲教授多堂涉及经济、债券投资和衍生品CFA复习课。作为JKE Exam Review, Inc Excel Exam Review, Inc校长,他从事CFA复习笔记和模拟考试的工作有16年。2003年Schweser 收购了JKE和Excel。

 

 

Jodi Joachim, CFA - Director of Content Development
内容开发部总监 ----------------------------------                -------------TOP

Jodi是加州伯克利大学的MBA。Jodi在2001年加入了Schweser公司,现在致力于教材内容质量的管理。在加入Schweser公司之前,她在GAP公司负责财务规划和分析。之前,她曾经担任联邦保险公司“Federal Deposit Insurance Corporation (FDIC)”旧金山分公司的检察员,负责房地产估值与分析。Jodi 是一个马术爱好者。

 

 

Kurt Schuldes, CFA - Project Manager
项目经理 ------------------------------                    ---------------TOP

Kurt earned his MBA with a concentration in economics from the University of Tampa and a Bachelor of Science degree from the University of Wisconsin La Crosse. Prior to joining Schweser in 2000 Kurt worked as a financial advisor for a national broker dealer managing client accounts for eight years. At Schweser, he works in the content department primarily with the various online programs. Kurt received his CFA charter in 2005.

Kurt在University of Tampa获得了经济学专业的MBA和University of Wisconsin La Crosse的理学学士。在他2000年加入Schweser公司之前,他从是长达8年的金融顾问工作,为客户进行资产管理。在Schweser公司,他在教材内容部工作,主要负责多种在线课程。Kurt在2005年成为了CFA持有人。

 

 

Derek Burkett, CFA, FRM - Senior Content Specialist
高级内容专员 ----------------------            -      --------------------TOP

Derek is a Content Specialist for Schweser. His current role includes writing and editing CFA?, FRM?, and CAIA? review material as well as material for Schweser Continuing Education. Derek holds an M.S. in finance from the University of Denver and a B.S. in economics from Texas A&M University. Prior to joining Schweser, Derek worked as a business valuation consultant for CBIZ Valuation Group, Inc. His valuation experience includes purchase price allocations, gift and estate tax valuations, family limited partnership valuations, intangible asset valuation, intangible asset impairment testing, public and private company valuations, and damage analysis for securities litigation.

Derek是Schweser公司的内容专员。他目前的工作包括:编写CFA、FRM和CAIA复习材料以及Schweser继续教育的教材。Derek毕业于丹佛大学,获得了金融专业的理学硕士和得克萨斯A&M 大学经济学学士学位。在加入Schweser公司之前,他在CBIZ Valuation Group担任商务评估顾问。他的评估经历包括购买价的设置,赠送及遗产继承税估价,家庭有限合伙估值,无形资产估值,无形资产减值测试,公共和私人企业估值,以及证券诉讼的损伤分析。

 

 

Craig S. Prochaska, CFA - Content Specialist
内容专员 --------------------------                   -------------------TOP

Craig joined Schweser in July 2006 as a Content Specialist. He spent 18 years with Bank One Corporation and its predecessor First Chicago Corporation, in positions including forecast economist and editor of capital markets research. Craig holds an MBA in business economics from DePaul University and a bachelor of science in finance from the University of Illinois at Chicago.

Craig自2006年作为一名内容专员加入Schweser公司,之前他在Bank One Corporation任职18年,担任预测经济学家和资本市场研究编辑,这家公司的前身是First Chicago Corporation。Craig毕业于伊利诺大学芝加哥分校的经济学专业,是德保尔大学企业经济学的MBA。

 

 

Eric Smith, CFA, FRM - Senior Project Manager
高级项目经理 -------------------            -----      -----------------TOP

Eric has been with Schweser since 2003. At Schweser, Eric specializes in the development of CFA Level 3 content and is the team leader for the Financial Risk Manager (FRM) designation product line. He earned his bachelor of science in finance from the University of Wisconsin - La Crosse. Eric is a CFA Charterholder and a certified Financial Risk Manager.

Eric2003年进入Schweser公司,专攻CFA Level 3考试内容和FRM考试产品的研发。他本人是威斯康辛大学拉克罗司分校的金融学士,是CFA和FRM持有人。

 

 

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