Reecha Goyal
Steve Kirkman
Elements of Finance
Personal Financial Planning and Investment
for People Living in China

Reecha brings with her almost a decade of rich and diverse experience in banking, consulting, and training services at major banks and multinational companies, including positions as bank branch head, operations manager, ISO trainer, Sarbanes-Oxley (SOX) and internal auditor.  As branch head at ICICI, she led her branch in achieving higher profitability through her extensive knowledge of the finance market and business operations (budgeting, auditing, strategy planning, corporate governance, and CRM), as well as achieving or exceeding branch goals for mutual funds, life insurance, General insurance, Fixed deposits, etc..  Reecha holds an MBA degree in finance from Rai University (India) and an honors bachelor's degree of commerce from Punjab University (India), as well as the NSE's Certification in Financial Markets (NCFM) and JAIIB certification (Indian Institute of Banking & Finance).  In addition to working as a bank branch head and a consultant on ISO Certification, SCM, SOP, Budgeting & MIS for companies like Modi Xerox, Arcus, and Spectranet, Reecha has broad teaching and training experience as an ISO trainer for multinational companies, a lecturer for postgraduate students in finance, banking, and business, as well as a trainer in various fields such as retail banking, customer service, negotiation skills, business management, and product training.  Reecha is a natural leader in her career and an effective teacher and trainer with a genuine passion for sharing her knowledge and experience with others.  From a basic mathematical question to a complete portfolio of financial market strategies, Reecha has the ability to explain things in terms that are easy to understand.


Steve brings with him 25 years of finance and investment experience spanning four continents and a broad range of positions in the UK, France, Taiwan, New Zealand, and Australia, including positions as head of research, stockbroker, fund manager, and financial adviser.  Steve has led finance departments in some of the largest investment companies in Asia and Europe, including Schroders, Norwich Union Asset Management, and CLSA.  He currently manages portfolios in stocks, bonds, funds, real estate, liquid and asset management, and estate planning, with a special focus on offshore company formation, banking, and international accounting.  He holds a master's degree in applied finance and investment, a joint honors bachelor's degree in maths and economics, and a diploma in financial services from the prestigious Plan Australia.  Steve also holds numerous accreditations and certificates in financial analysis and property/capital management, as well as financial modeling and equity analysis, and is currently an examiner for Kaplan professional masters and postgraduate diploma investment courses.  In addition to working as a full-time financial consultant and stockbroker for Patersons Securities, Steve operates his own financial consultancy, specializing in practical solutions for multinational corporate finance as well as expatriate personal finance.  Steve also has years of experience as a finance and insurance analyst, designing and brokering mortgages and business loans, as well as managing corporate and institutional investments.  Formally head analyst for Taiwan Equities/Asia Securities Group, Schroder Securities, and Credit Lyonnais Securities Asia, Steve also worked as an economist, equities analyst, and European fund manager for Aviva's Investment Management Department.  Steve delivers a variety of cutting edge global financial management seminars both on site here at ELC and also as part of ELC's extension programs, specializing in full-service investment and brokering, financial analysis, research, and training.  Steve's approach to finances is extremely practical and down-to-earth, always accessible and willing to explain things in terms that everyone can understand.

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Elements of Finance
Personal Finance
 

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