Dr. Andrew C. Temte, CFA

Biography:

Andrew Temte, PhD, CFA, is president of Kaplan Professional Education (KPE), a division of Kaplan Higher Education Group. As president of KPE, Dr. Temte is responsible for overseeing the following operating units:

• Kaplan University School of Professional and Continuing Education (PACE), helping individuals attain and maintain a wide array of industry-recognized licensures, certifications, and designations.
• Kaplan University College of Business and Technology, serving degree-seeking online and campus-based students.
• Hesser College, offering students online and campus-based degree and diploma programs in business, health, information technology, and general education.

In addition, Dr. Temte is responsible for the Enterprise Learning Solutions group which establishes and maintains corporate partnerships for Kaplan University.

Dr. Temte started his professional education career in 1990, working with Dr. Carl Schweser until 1999 to build Schweser Study Program into the global leader in CFA^® exam review. Upon the acquisition of Schweser Study Program by Kaplan, Inc. in 1999, Dr. Temte assumed leadership of the Kaplan Schweser organization. Under his direction, Kaplan Schweser became a leading global provider of innovative, efficient, and effective financial education solutions.

Dr. Temte earned his doctorate in finance at the University of Iowa with a concentration in international finance and investment theory. He holds the CFA designation and has over 16 years of university teaching experience in the areas of corporate finance, investments, and international finance.

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Dr. R. Douglas Van Eaton, CFA

Biography:

Before joining Kaplan Schweser as vice president of CFA Education 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.

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Dr. Tim Smaby, CFA, FRM

Biography:

Tim Smaby is Chief Learning Officer of Kaplan Schweser and Kaplan Financial Education, divisions of Kaplan Professional. Smaby joined the company in 2002 as the manager of the Level 2 CFA study materials. In his current role as CLO, Smaby oversees all content development and production for Kaplan Professional's insurance, securities, and advanced designations product lines.

Prior to joining Kaplan, Smaby was an associate professor of finance at Penn State Erie. Previously he held various positions in the banking industry with Bank One in Cincinnati, Ohio and First Republic Bank in Dallas, Texas.

Smaby is a CFA Charterholder and has also been awarded the Financial Risk Manager (FRM) designation. He holds a Ph.D. in finance from the University of Cincinnati, an MBA in finance from the University of Wisconsin, and a BS in economics from the University of Minnesota.

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Derek Burkett, CFA, FRM, CAIA

Biography:

Derek is a Senior Content Specialist for Kaplan Schweser. He specializes in writing and editing CFA^®, FRM^®, and CAIA^® review material and is the CAIA product line manager. 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 Kaplan Schweser in 2004, Derek worked as a business valuation consultant for a national consulting firm, performing various tangible asset and intangible asset valuations and damage analysis for securities litigation. Derek is a CFA charterholder, certified Financial Risk Manager, and CAIA member.

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Daniel Ham, CFA, FRM

Biography:

Mr. Ham holds both the BA Econ and MBA degrees from the University of .California at Irvine and began his career as investment broker.  He subsequently worked for PIMCO Advisors and Canterbury Consulting, both in Newport Beach CA and for Standard and Poor’s Compustat division in Colorado.  He has taught finance and economics at U. California Irvine, Cal State Long Beach, Chapman University, and San Diego City College.

From 2008 to 2012, Mr. Ham was Director of CFA Curriculum for Stalla CFA Review with responsibility for the production of study notes and related products for all three levels of the CFA Exam.  Candidates appreciate his knowledge of the entire CFA Curriculum and especially value his clear presentation of the more complex concepts and techniques.

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Jodi Joachim, CFA

Biography:

Jodi holds an MBA from the University of California at Berkeley and a B.A. in Economics from Gustavus Adolphus College. Jodi joined Kaplan Schweser in 2001 and until recently focused on CFA content development and support. Currently, she oversees the editing and online content teams and the professional development product line. Prior to joining Kaplan Schweser, she worked in the financial planning and analysis groups at the division and corporate levels of Gap, Inc. Prior to that, she was an examiner with the San Francisco office of the Federal Deposit Insurance Corporation (FDIC), specializing in real estate valuation and analysis. Jodi is an avid equestrian.

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Susan Lakatos, CFA, CFP

Biography:

Susan is a market professional specializing in equity and fixed income valuation, corporate finance, economics, and wealth management, with a focus on statistical and analytical methods and techniques. Susan previously was the global director, securities, at the New York Institute for Finance, where she was in charge of all global training on the financial markets and investments. In this capacity she supervised the development of materials and programs by the staff of instructors and trained personally for key clients.

Her background as an investment analyst and advisor encompasses covers a wide range of financial instruments and clients. Her positions include managing editor street insight for TheStreet.com, director of research for Veronis Suhler, a merchant/investment bank; president of Ananda Advisors in New York; vice president in investment strategy for Kidder, Peabody & Co.; and economist for Washington Analysis Corp., then a subsidiary of Prudential Securities.  Susan was appointed by the United States Secretary of Labor to the U.S. Department of Labor Business Research Advisory Council, which oversees construction and release of economic indicators, including the Consumer Price Index and employment data, and served for ten years.  She was invited to the White House in recognition of her service.

A specialist in Wealth Management and the Capital Markets, Susan has more than a decade of teaching experience and has delivered programs worldwide, including an international economic conference on financial markets and corporate restructuring, with speakers including: Hon. Alan Greenspan, Chairman of the Federal Reserve; Hon. Janet Yellen, Chairman of the Council of Economic Advisors; Ambassador Charlene Barshefsky, U. S. Trade representative; and other key players in world financial markets.

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Craig Prochaska, CFA

Biography:

Craig joined Kaplan 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.

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Kurt Schuldes, CFA, CAIA

Biography:

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 Kaplan Schweser in 2000 Kurt worked as a financial advisor for a national broker dealer managing client accounts for eight years. At Kaplan Schweser, he works in the content department primarily at CFA Level III. Kurt received his CFA charter in 2005 and the CAIA designation in 2010.

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Eric Smith, CFA, FRM

Biography:

Eric has been with Kaplan Schweser since 2003. He currently specializes in the development of CFA Level 3 content and is the team leader for the FRM designation product line. He earned his bachelor of science in finance from the University of Wisconsin-La Crosse and is currently enrolled in the MBA program at the University of Nebraska. Eric is a CFA charterholder and a certified Financial Risk Manager.

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Kent Westlund, CFA, FRM, CAIA

Biography:

Kent joined the Schweser faculty 2010 working primarily with Level III candidates and currently serves as a Content Specialist for Level II of the CFA Curriculum.  Kent holds the Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), and Chartered Financial Analyst (CFA) designations. Kent earned an M.B.A. degree from the Ross School of Business at the University of Michigan and worked as an intern with Deutsche Bank in their asset management department in New York.  He also holds a B.S. degree in electrical engineering and was a licensed professional engineer and global commodity manager for electronics manufacturing at Celestica prior to pursuing a career in finance. 

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Dr. H. Kent Baker, Ph.D., CFA, CMA

Biography:

Kent is University Professor of Finance and Kogod Research Professor at the Kogod School of Business, American University. He has more than 35 years of teaching experience at the university level and received numerous teaching awards. Over the past 10 years, he has presented more than 90 CFA prep programs in the U.S., Canada, and Europe for Kaplan Schweser, Goldman Sachs, Credit Suisse, UBS, Investment Analysts Society of Chicago, New York Society of Security Analysts, CFA Society of Washington, and Study Seminar for Financial Analysts. He has consulting and training experience with more than 100 organizations and presented more than 650 other training and executive programs on such topics as asset allocation, quantitative methods, credit analysis, and financial management. Kent is a prolific scholar with more than 150 publications in academic and professional journals including The Journal of Finance, Journal of Financial and Quantitative Analysis, Financial Management, Financial Analysts Journal, Journal of Portfolio Management, Journal of Investing, and Harvard Business Review. He is also the author or editor of more than a dozen books of which his three most recent books published by John Wiley & Sons are Behavioral Finance - Investors, Corporations, and Markets (2010), Corporate Governance - A Synthesis of Theory, Research, and Practice (2010), and Dividends and Dividend Policy (2009).

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Jonathan Bone, ACA, CFA

Biography:

After graduating, Jonathan trained and qualified as a Chartered Accountant with BDO Stoy Hayward. Jonathan joined the Chartered division of Kaplan Financial in July 1999 and has been teaching ACA, the subjects included Corporate Finance and Business and Financial Management. In January 2001 Jonathan did a 6-month tour of duty with Financial Markets and then joined on a full time basis in December 2001. His main teaching responsibilities are SII Certificate in Regulations, Securities and Derivatives, all three levels of the CFA, the IMC and non-exam public courses, including Analysis of Financial Statements. This is a particular area of Jonathan's expertise and he has developed and delivered a number of Financial Accounting based programs to an extensive range of clients.

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Jeffery Chang, CFA, CPA, CFE

Biography:

Jeff Chang has over 10 years of experience in the financial services and investment management field. During his professional career, he has worked as a consultant, investment manager, and securities trader. Jeff is currently the co-founder and managing director of Convexcel Asset Management. He started his career at the World Bank in its East Asia Pacific sector. He continued his career at Freddie Mac and Primatics Financial Consulting, developing an expertise in fixed income and mortgage securities, as well as risk management. Jeff also worked for FBR, a middle-market investment bank, where he worked with their trading platform.

Jeff is a CFA® charterholder, a Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and holds Series 7 and Series 63 securities licenses. He attended the United States Naval Academy and Georgetown University.

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Dr. Peter DaDalt

Biography:

Peter is an assistant professor at the University of Rhode Island and has taught CFA classes for four years.   In addition, he has twelve years’ experience teaching corporate finance, markets and institutions, and investments at schools including Southern Illinois University and Georgia State University. He earned a PhD in finance from Georgia State University in 1998, and has published research on corporate governance, risk management, earnings manipulations, and analyst forecasts in journals such as the Journal of Futures Markets, Journal of Corporate Finance, and Journal of Financial Research.

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Dr. Andrew Holmes, CFA

Biography:

Andrew is a finance faculty member at Brigham Young University. Before returning to academia, he was the former Senior Editor of Kaplan Schweser's CFA Level II study notes and has worked with the CFA curriculum and CFA candidates for a number of years. In addition to his instruction with Kaplan Schweser, he has accumulated well over 15 years of full-time teaching experience and has published or presented numerous articles in several areas of finance, including banking, real estate, personal finance, and investments. Andrew brings substantial academic and industry experience as well as excellent teaching credentials. He is a sought-after presenter for CFA Level I & II preparation seminars.

Andrew obtained his doctorate from the University of Houston and has taught at the University of Houston, Sam Houston State University, and Brigham Young University. In addition to being the recipient of several teaching awards, he also has significant experience with executive MBA programs and executive development programs.

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Philip Morey, CFA, FCCA, MSI

Biography:

Phil has over 17 years experience as a financial trainer as well as many years as a financial and management accountant.  Between 1994 and 2010 he worked for BPP Holdings plc in London, initially as a tutor and subsequently as Chief Executive of the UK Financial Services Division and Managing Director of UK Professional Education.  Phil currently provides consulting and training services to educational institutions and professional organizations through the firm he founded in 2011.

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Dr. Mark Potter

Biography:

Mark has been a Professor of Finance at Babson College since 1997. He has taught at the undergraduate, graduate and executive education levels and helped to develop curriculum and teaching materials. Course topics taught at Babson include valuation, corporate financial planning, equity/business analysis, financial management, mutual funds, and the integrated core curriculum. He has also taught at Suffolk University and the University of Massachusetts-Amherst. Mark has 17 years experience teaching CFA review classes.

Mark has worked with Fidelity Investments since 1998 and did consulting work for the Michel/Shaked Group from 1997–1999. His research has appeared in such publications as the Journal of Financial Research, Journal of Business and Economic Studies, Journal of Financial Education, Mergers & Acquisitions, and Derivatives Quarterly, among others. Areas of expertise include mutual fund and portfolio performance, alternative investment Strategies, and educational research.

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Jorge Salazar, CFA

Biography:

Jorge has more than seven years of experience in his role as an economist assisting multinationals with restructuring their cross border transactions and helping them increase profitability on a global basis. Jorge started his consulting career with PricewaterhouseCoopers in 2001 and now works as a manager with Deloitte & Touche in Calgary, Alberta. Jorge’s areas of expertise include valuation and migration of intangible property, determination of arm’s length royalty rates and interest rates and establishing arm’s length compensation for intercompany services.

Before becoming a full time consultant, Jorge took several teaching positions at the University of La Plata and the Catholic University of La Plata. Jorge taught Economics, Advanced Macroeconomics, Finance, Calculus, Statistics and Econometrics. Jorge obtained his degree of Licenciado en Economia from the University of La Plata and also completed a post-graduate degree in economics from the same university. Jorge earned his CFA designation in 2008.

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