Mary: Series 99 course instructor
...businesses (particularly US Equities and Swiss Treasury) that I diligently represented resulting in increasing customer business and attractive risk adjusted return on capital (RAROC). My career trajectory continued to expand beyond US domestic equity markets into global markets - Asia, Latin America, Europe as well as into other asset classes FX, Commodities, Fixed Income dictated by customer investment policies, the liberalization of markets, and the respective risk books. I accepted new business roles and appointments...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 99
- CAIA Level I
- Exam IFM - Investment and Financial Markets
- CAIA
- +109 subjects
Hal: Series 99 course instructor
...the best possible learning situation that can be provided and consequently contribute to the whole of society. No one method applies to all. It is my goal to focus on the individual, adapt my methods to their needs, and inspire them to succeed. I enjoyed a nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel,...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 99
- CPA
- CFP
- Series 9
- +171 subjects
Ranga: Series 99 course instructor
I am highly passionate about teaching professional courses and helping students to be successful in their academics and career. My core subjects are business management, project management, agile development life cycle, Lean methodologies, and Six Sigma. I also help develop students knowledge and skills on Microsoft Excel, Word, Powerpoint, MS Access, MS Visio, MS Project and teach some of the most frequently used features, format, formulas.
Education & Certification
- University of Madras - Bachelor in Arts, Administrative Assistance and Secretarial Science
- Indira Gandhi National Open University - Master of Science, Computer Science
Subject Expertise
- Series 99
- SAFe - Scaled Agile Framework Exam
- Six Sigma
- USACO
- +31 subjects
Karen: Series 99 course instructor
...degree from Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and relate it to something that makes...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 99
- Series 63
- Series 10
- Real Estate License
- +24 subjects
Sakshi: Series 99 course instructor
Master's student in International Business with a background in Commerce, specializing in accounting and marketing. Experienced Teaching Assistant and tutor who loves making Math, English, Economics, and Business concepts simple and relatable. I enjoy helping students prepare for standardized tests by building their logic, writing, and problem-solving skills in a fun, encouraging way. Passionate about creating a positive learning environment where students feel confident and curious.
Education & Certification
- Queen's University - Masters in Business Administration, Business, General
Subject Expertise
- Series 99
- Series 38
- Series 24
- SAEE - The Special Agent Entrance Exam
- +498 subjects