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Financial Training

The professionals at R. G. Quintero & Co. provide public and in-house training for leading securities and investment firms, banks, accounting firms, law firms, financial information companies, international organizations, and training firms.  Ron Quintero is one of the most active CFA® trainers in the world.  We have led seminars in more than 60 cities throughout the U.S., and in more than 20 countries outside of the U.S. located on 5 continents.  Our weekly CFA review programs are available in New York and Stamford, Connecticut.  We have an extensive library of more more than 10,000 pages of proprietary content, as well as numerous case studies and electronic files.

Partial List of Seminar Topics

• Accounting (including topics such as FASB 123R, 141R, 142, 157, and 159)
• Analyzing and valuing equities, fixed-income securities, options, warrants, real estate, alternative investments, and intangible assets
• Bankruptcy
• Business plans
• Business valuations
• CFA Exam preparation (Levels I, II, and III)
• Corporate finance
• Credit risk
• Discounted cash flow analysis
• Due diligence
• Economics
• Equity valuation
• Financial projections and forecasts
• Financial modeling
• Financial statement analysis
• Financing a business
• Global Investment Performance Standards
• Goodwill impairment analyses
• Initial public offerings
• Investment banking
• Managing a business
• Mergers & acquisitions
• Negotiation strategy
• Portfolio management
• Private banking
• Private equity
• Professional ethics
• Quantitative analysis
• Quantitative equity analysis
• Turnarounds & workouts
• Valuation modeling
• Valuing early-stage companies
• Valuing financial instruments
• Venture capital

Representative Clients

• Accounting firms—American Institute of CPAs, Arthur Andersen, CPA Associates International, KPMG, Marcum, Margolin Winer & Evens, Moore Stephens, New York State Society of CPAs, Public Company Accounting Oversight Board (PCAOB), RSM Albazie, Weiser
• Banks—Bank of China, Bank of Montreal, The Bank of New York, Barclays Bank, CIBC, Citigroup, Credit Lyonaisse, FirstCaribbean, FleetBoston, HSBC, NatWest, Royal Bank of Canada (RBC), Royal Bank of Scotland (RBS), Sun Bank, UBS, Wilmington Trust Corp.
• Financial Information Companies—Bloomberg, Standard & Poor's, Thomson Financial
• International Organizations—Asian Development Bank, Inter-American Development Bank, International Monetary Fund, The World Bank
• Law firms—Latham & Watkins, Morgan Lewis & Bockius, Sullivan & Cromwell
• Professional organizations—American Institute of CPAs, Association of Certified Turnaround Professionals, Association for Corporate Growth, Broadcast Financial Management Association, Financial Executives Institute, Financial Women's Association, New York Society of Security Analysts, Stamford CFA Society, Turnaround Management Association
• Financial companies—Barclays Capital, Charles Schwab, China Industrial Development Bank, CIBC Oppenheimer, Citigroup, Credit Suisse First Boston, Global Investment House, Goldman Sachs, KBC Financial Products, Mekong Capital, Quad Capital, Rasmala Investments, Salomon Smith Barney, TD Securities, UBS, Vina Capital Group, Wells Fargo Advisors, White Mountain Insurance Group
• Training organizations—Accounting Conferences and Seminars (ACS), Banking Institute of the Republic of China, Capital Roundtable, Center for Professional Education (CPE), Duke Corporate Education, Enterprise Development Center, The Expert Institute, Eureka Financial, Financial Training Partners, FitchLearning, Global Financial Markets Institute, Globecon, Greater Newark Enterprises Corporation, Institute of International Research, Institute of International Research, Midwest Universities Consortium for International Activities (MUCIA), The New Jersey Center for Innovation Acceleration, New York Institute of Finance, New York University School of Continuing and Professional Studies, 7city, Sharp Seminars, Technology Training, Terrapinn Financial Training, wallace cititraining
• Universities (as adjunct faculty member or lecturer)—Columbia University, Duke University, Michigan State University, New Jersey Institute of Technology, New School for Social Research, New York University Stern School of Business, Rutgers University, University of New Hampshire, University of North Carolina, University of Rochester Simon Graduate School of Business, Zicklin School of Business (formerly Bernard Baruch College)