Joseph Fon: Series 22 course instructor
As a wealth management professional, I have learned that my personal success is tied to how well I succeed in managing my clients wealth and that my success is tied to their success. As their wealth increases, so too does my satisfaction, happiness and compensation. As a Varsity Instructor, I will maintain the same values even though there will be no assets to manage.
Education & Certification
- University of New Orleans - Bachelor of Science, Business Administration and Management
- University of Alabama - Master of Science, Economics
Subject Expertise
- Series 22
- SIE
- Series 6
- UK A Level Business
- +5 subjects
Mary: Series 22 course instructor
...orders, a specialist, keeping an orderly book of all public orders, and floor manager, overseeing the daily operations. The environment was dynamic, highly demanding, requiring laser focus, preparation and stamina. An integral member of the firm, collaborating with other member firms and the Board of Governors, serving on committees, worked on new business initiatives, recruiting and training new hires from top universities. At the time, O'Connor was the largest market maker in the U.S. financial...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 22
- Exam IFM - Investment and Financial Markets
- Series 12 - NYSE Branch Manager
- Series 30
- +109 subjects
Hajra: Series 22 course instructor
...learning the materials and then passing the exams in the allotted time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace. I enjoy traveling when I can, either locally or internationally. Some of my favorite jaunts are those unassuming places that my family and I spontaneously drive to on a weekend off. We always...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 22
- SIE
- Series 7
- Series 27
- +9 subjects
Raymond: Series 22 course instructor
I am committed to developing the talent I possess and sharing my life with others. I always enjoyed teaching but more importantly human development. As Socrates said so long ago, the unexamined life is not worth living. Sometimes, the gravity of questions outweigh all in life.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 22
- Series 66
- Series 86
- Series 63
- +7 subjects
Derrick: Series 22 course instructor
...Colorado State University. I received my Master's degree in Finance with a specialization in Accounting. I have worked extensively in the banking and finance industry. I currently work for a private equity real estate firm as a registered representative. I currently have my series 22 and series 63 registration. My teaching philosophy is centered around the student. I believe in a personalized approach to learning. I currently focus on tutoring finance, history, Series 22, and...
Education & Certification
- University of Arizona - Bachelor in Arts, Political Science and Government
- Colorado State University - Masters in Business Administration, Finance
Subject Expertise
- Series 22
- Series 63
- Series 23
- Other
- +7 subjects