Michael: Waterloo Series 3 course instructor
...to read on exactly how I gained this knowledge you can read my bio below I just wanted to be clear above of exactly what I can help with, below is where and how I gained my knowledge. All of what I know has been actually gained doing various jobs while I may of started...
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 3
- Series 44 - NYSE Arca Options Market Maker Exam
- Series 63
- SIE
- +14 subjects
Kevin: Waterloo Series 3 course instructor
...math, science, history, government, geography, accounting, finance and related business topics. One of my goals for each tutoring session is to keep the student engaged and challenged yet not overwhelmed. I use a number of teaching methods, including practice questions and topical computer related tools. I often ask for feedback and appreciate candid communication. I...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 3
- Series 65
- Series 66
- Series 24
- +41 subjects
Peter: Waterloo Series 3 course instructor
...started a broker-dealer from scratch, was a manager of other reps, and was a producer. To see my career path including all the licenses I obtained, view me at Broker Check: https://brokercheck.finra.org/individual/summary/1313689 and see that I had all the licenses. I also was the prime lead instructor for a Series 7 school years ago before...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 3
- Series 86
- Series 65
- Insurance License
- +42 subjects
Paul J : Waterloo Series 3 course instructor
...record in investment banking and commodity exchange settings. - Insightful CFA exam grader with deep understanding of exam requirements. - Successful stint in hedge fund environment, enhancing market insight. - Former Head of Trading Risk at major clearing house, overseeing significant operations. - Aims to mentor CFA candidates, combining rich industry background with exam expertise. Marine...
Education & Certification
- Pace University-New York - Masters in Business Administration, Business, General
Subject Expertise
- Series 3
- ARM - Associate in Risk Management
- FRM
- Series 32
- +58 subjects
Gregory: Waterloo Series 3 course instructor
...University of Chicago (Masters Degree.) I have 20 years experience using complex concepts in finance (stats, linear algebra, calculus) at JPMorgan and UBS. I teach stats, finance and programing in a user friendly way. I don't repeat the dry methods of text books. MATLAB is my main scripting language; I also use R and SPSS....
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 3
- Series 31
- Series 7
- Series 63
- +48 subjects
Jonathan: Waterloo Series 3 course instructor
...acquainted with many of the various subjects taught by varsity tutors. The courses I have taken in financial derivatives, business statistics and corporate financial analysis have given me a broad base knowledge, as well as a forum for exploration. My personal goal is to use the knowledge I have gained combined with my experience teaching...
Education & Certification
- St Johns University-New York - Bachelor of Science, Finance
- St Johns University-New York - Masters in Business Administration, Finance
Subject Expertise
- Series 3
- Insurance License
- Professional Certifications
- World Religions
- +75 subjects
Andrew: Waterloo Series 3 course instructor
...can use elements of a student's background to relate complex subjects in a way that is more familiar with the student. Outside of work, I am an avid sports fan, lover of books and movies, meeting new people and hanging out with friends. I enjoy traveling, having been to 19 countries on 4 continents and...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 3
- Series 7
- CPA
- Series 56 - Proprietary Trader Qualification Exam
- +70 subjects
Chi-Sun: Waterloo Series 3 course instructor
...truly understand the concepts and reasoning behind math, and not just learn how to apply formulas and do well on tests. Although they may get good grades, this will be useless later in life. In my teaching experience, when students actually learn the concepts and logic, not only does their math vastly improve, but they...
Education & Certification
- Massachusetts Institute of Technology - Bachelor of Science, Computer Science
Subject Expertise
- Series 3
- Exam IFM - Investment and Financial Markets
- Exam LTAM - Long-Term Actuarial Mathematics
- AAI - Accredited Adviser in Insurance
- +112 subjects
Ben: Waterloo Series 3 course instructor
...strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- Series 3
- Series 26
- WMCP - Wealth Management Certified Professional
- Series 79
- +39 subjects
Daniel: Waterloo Series 3 course instructor
Learn from a finance industry professional with nearly 2 decades of experience. Formally trained in Economics with an MBA in Finance. I am also a CFA Charterholder. My talent in explaining difficult concepts easy to understand!
Education & Certification
- Boston University - Bachelor in Arts, Economics
- FGV - Fundação Getulio Vargas - Masters in Business Administration, Finance
Subject Expertise
- Series 3
- Series 6
- Series 7
- CFA
- +10 subjects
Hal: Waterloo Series 3 course instructor
...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, and the independent channel. I developed and took an introducing brokerage firm through the entire FINRA (then NASD) creation and registration process. I attended what was then a...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 3
- Real Estate License - New York
- Series 52
- Series 63
- +171 subjects
Mary: Waterloo Series 3 course instructor
...Commodities, Fixed Income dictated by customer investment policies, the liberalization of markets, and the respective risk books. I accepted new business roles and appointments and was later recruited to work with other global derivatives groups (Deutsche, HSBC) overseeing Corporate Derivatives programs, customer options activities, European research produced in the UK for US institutional client.
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 3
- Series 10
- SIE
- Series 9
- +109 subjects
Michael: Waterloo Series 3 course instructor
...aviation. I have recently changed my career to move out of in-house financial services firms and focus completely on teaching. The way I prefer to teach and tutor is to work with the student, not lecture them. I try to find their strengths and weaknesses, the focus on increasing their strengths and improving on their...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 3
- Series 7
- FAA - Federal Aviation Administration examination
- Series 9
- +16 subjects