
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
- Series 31
- Series 57
- CFA
- +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
- SIE
- Series 16
- Series 51
- +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
- IB Business & Management
- +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 65
- Series 24
- Series 63
- +24 subjects

Sakshi: Series 99 course instructor
...Assistant at Queen's, where I guide students in Math, Economics, Finance, English, Social Impact, and Diversity & Inclusion. While I tutor a wide range of subjects, I am most passionate about English, Math, Economics and Business Management. I particularly enjoy helping students prepare for standardised tests, where we often make the most progress and have the most fun working on logical reasoning, quantitative skills, and writing. I strongly believe education is key to improving one's...
Education & Certification
- Queen's University - Masters in Business Administration, Business, General
Subject Expertise
- Series 99
- TExES - Texas Examinations of Educator Standards
- SCOR-P - SCOR Professional
- IFMA - International Facility Management Association
- +498 subjects