Top Series 55 Tutors serving Windsor
Andrew: Windsor Series 55 tutor
...also have a MBA from UNC's Kenan-Flagler Business School with a Finance Concentration. I recently completed my MS in Finance from Georgetown. I have worked for the Federal Reserve Board of Governors, investment banks, and a private equity firm; so, I have experience in the applied application of academic theory. I am adept at teaching...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 55
- Series 7
- Series 63
- Series 3
- +70 subjects
Jorge: Windsor Series 55 tutor
...in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a disciplined and structured manner. By doing so, they gain confidence and focus on maximizing...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 55
- CFP
- Series 31
- Series 65
- +38 subjects
S: Windsor Series 55 tutor
...a long career in equity trading and trading technology. I hold an MBA in Finance from the Yale School of Management and a B.S. in Finance from the University of Montana. I am an avid skier, and teach skiing part time as well. For the past 7 years I have been a small business owner....
Education & Certification
- The University of Montana - Bachelor in Business Administration, Finance
- Yale University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 55
- Exam IFM - Investment and Financial Markets
- FINRA - Financial Industry Regulatory Authority
- Series 7 - General Securities Representative Exam (Stockbroker)
- +69 subjects
Michael: Windsor Series 55 tutor
...can also help with compliance questions regarding order handling, proper investment fit, confidentiality rules. Equally as important is the able to see what is coming and to be flexible in your career choice, I have had to switch my focus, client base, trading style, learn new techniques and strategies due to technological advancements, change on...
Education & Certification
- Long Island University-C W Post Campus - Bachelor of Science, Finance
- CUNY Bernard M Baruch College - Master of Science, Finance
Subject Expertise
- Series 55
- Exam IFM - Investment and Financial Markets
- Series 7
- Series 63
- +14 subjects
Dennis: Windsor Series 55 tutor
...at 17 years old and earned some licenses along the way (7, 63, 55 and 24 supervisory principal). Life is easiest when armed with a variety of skill sets. So learn a little of everything but specialize in something that you feel like learning, even if there will be no test or recognition. Your education...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 55
- Series 24
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +49 subjects
Mary: Windsor Series 55 tutor
...in various financial centers - Chicago, Zurich, London, Paris, Tokyo, Hong Kong. My assignment was in the bank's headquarters of Zurich, Switzerland within the Treasury Group where I priced, hedged, executed, and made markets on OTC derivatives, structured product and warrants held by the coveted AAA balance sheet. This multi-year experience proved to be mutually...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 55
- CAIA Level II
- Series 3
- Series 24
- +109 subjects
Peter: Windsor Series 55 tutor
...here to help you learn! I'm from Northern Virginia, went to Langley High School and then American University where I played Division 1 golf. After college, I've been a finance professional for close to a decade, mentoring and tutoring younger professionals/students along the way. I'm looking forward to helping you learn and grow as we...
Education & Certification
- American University - Bachelor of Economics, Economics
Subject Expertise
- Series 55
- Series 63
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +20 subjects
Private Series 55 Tutoring in Windsor
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