Toze Francisco, CFA, AFM, CFM

Co-Head of Data Science at Training The Street

Toze Francisco, CFA, AFM, CFM has a diverse work experience spanning several prominent companies and roles in the finance industry. Toze began their career at RBC Capital Markets, where they worked in the Canadian Institutional Equities, Global Research, Global Markets Program from 2010 to 2015. Following this, Toze joined The Marquee Group in 2015 as a Principal, specializing in financial modeling and data analysis training. Toze then transitioned to the Financial Modeling Institute (FMI) in 2017, taking on the role of Director to promote global awareness and discipline in financial modeling through exams and accreditation programs. Most recently, Toze became Co-Head of Data Science at Training The Street in April 2023, following the company's acquisition of The Marquee Group. Training The Street is a leading provider of finance training and skills development, offering integrated teaching solutions for applied finance fundamentals.

Toze Francisco, CFA, AFM, CFM, holds a Bachelor's Degree in Bachelor of Mathematics from the University of Waterloo. Toze also earned a Bachelor's Degree in Bachelor of Business Administration from Wilfrid Laurier University. Additionally, they have obtained certifications including Accredited Financial Modeler (AFM) from the Financial Modeling Institute (FMI), Chartered Financial Analyst (CFA) from the CFA Institute, and Chartered Financial Modeler (CFM) from the Financial Modeling Institute (FMI). The specific dates of obtaining these certifications are not provided.

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Timeline

  • Co-Head of Data Science

    April, 2023 - present