Andrew: Cambridge Series 63 course instructor
...achieve success both inside and outside of the classroom. I 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...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 63
- CPA
- Series 56 - Proprietary Trader Qualification Exam
- Series 7
- +70 subjects
Brian: Cambridge Series 63 course instructor
...analyst and investment specialist for a brokerage firm. I abruptly changed direction and joined the military where I spent close to a decade serving in the United States Army Special Forces. I approach tutoring with a "no quit" attitude as I have done with many things in my life. Together we will make it happen!
Education & Certification
- Johnson Wales University-Providence - Bachelor in Arts, Finance
Subject Expertise
- Series 63
- Series 7
- Series 24
- Series 66
- +18 subjects
Kyle: Cambridge Series 63 course instructor
...to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship as well!
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 63
- Series 7
- Insurance License
- SIE
- +11 subjects
DonnaPia: Cambridge Series 63 course instructor
I see my role as a tutor as one in which I first create an environment that facilitates learning while I provide the supplemental instruction. In this way, I will also be working to build the student's confidence to help them succeed in their academic pursuits.
Education & Certification
- Towson University - Bachelor in Arts, Psychology
- University of Baltimore - Certificate, Business Administration and Management
Subject Expertise
- Series 63
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- History
- +75 subjects
Jim: Cambridge Series 63 course instructor
...I tailor my approach to each learner's unique style, building genuine connections that help them master complex financial concepts and achieve meaningful progress. I am continually inspired by the opportunity to make finance accessible and relatable for all learners. Outside of tutoring, I am a certified drone pilot and enjoy expressing my creativity through fashion...
Education & Certification
- University of Wisconsin – Stout - Bachelor's, Hotel & Restaurant Management
Subject Expertise
- Series 63
- SIE
- Series 57
- Series 9
- +11 subjects
Education & Certification
- Pepperdine University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 65
- Series 66
- Real Estate License
- +65 subjects
Dana: Cambridge Series 63 course instructor
Dana Johnson is a Business Instructor, Bitcoin enthusiast, Motivator, and a Financial Consultant who started his career in the music business after graduating from the American College of Switzerland. He also worked as a Financial Advisor for JP Morgan Chase, Merrill Lynch, and Santander Bank before starting his own firm Johnson Capital Global Advisory.
Education & Certification
- American College of Switzerland - Bachelor in Arts, Economics
- New York University - Master of Arts, Music Management and Merchandising
Subject Expertise
- Series 63
- Insurance License
- Series 31
- Series 7 - General Securities Representative Exam (Stockbroker)
- +27 subjects
DeSean: Cambridge Series 63 course instructor
...B.S.B.A. in Personal Financial Planning, a B.S.B.A. in Finance, and a B.A. in Communication Studies. I do not like micromanagement, although I do believe a tutor and student should have a vested interest to benefit the student. In my free time, I enjoy long walks with my wife and playing the alto. saxophone.
Education & Certification
- Kutztown University of Pennsylvania - Bachelor of Science, Finance
- Kutztown University of Pennsylvania - Bachelor of Science, Financial Planning
- Kutztown University of Pennsylvania - Bachelor in Arts, Communication, General
Subject Expertise
- Series 63
- Series 7
- Series 6
- SIE
- +14 subjects
Kristin: Cambridge Series 63 course instructor
I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
Education & Certification
- Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
- Lewis University - Masters in Business Administration, Agricultural Business
Subject Expertise
- Series 63
- Series 66
- Series 7
- SIE
- +1 subjects
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 65
- Series 7
- Insurance License
- +8 subjects
Claudio: Cambridge Series 63 course instructor
...with diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered Representative (Series 7)
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 6
- +34 subjects
John: Cambridge Series 63 course instructor
...where I was responsible for executing various equity and equity derivative products on behalf of hedge funds. Part of my background includes analyzing market trends, managing portfolio risk, and developing optimal trading strategies from both a fundamental and technical perspective. In addition to my professional experience, I am highly analytical, detail-oriented, and have a strong...
Education & Certification
- Marist College - Bachelor of Science, Business Administration and Management
- Marist College - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- Series 57
- CFA
- Series 7
- +20 subjects
Heberto: Cambridge Series 63 course instructor
...the writing and math assessments, as those tend to be challenging to many students. I believe in ensuring students are able to think independently and have the confidence to understand the material. I believe the subjects I tutor are necessary for students to succeed and I want to impart what I know to students. In...
Education & Certification
- University of Colorado Boulder - Bachelor of Science, Economics
- Harvard University - Master of Science, Public Policy Analysis
Subject Expertise
- Series 63
- SIE
- CFA
- Series 79
- +44 subjects
Dennis: Cambridge Series 63 course instructor
...trader, analyst and writer. I started at the NY brokerage firm Bear Stearns 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...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 55
- +49 subjects
Joshua: Cambridge Series 63 course instructor
...students to have fun while learning, and know why they are learning certain topics. I can use my 15 years of industry experience to share how learning topics would be applied during real life situations. I want my student to not only pass their exam, but also have confidence in their future careers.
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Insurance License
- Series 66
- CFP
- +8 subjects
Education & Certification
- Carnegie Mellon University - Masters in Business Administration, Business Statistics
Subject Expertise
- Series 63
- FINRA - Financial Industry Regulatory Authority
- SIE
- Series 7
- +25 subjects
James: Cambridge Series 63 course instructor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- Series 63
- Series 79
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 10
- +25 subjects
Gregory: Cambridge Series 63 course instructor
...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. I enjoy math and science, and I tutor my own children (7 and 10)
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 63
- Series 31
- Exam FM - Financial Mathematics
- Series 3
- +48 subjects
Ramona: Cambridge Series 63 course instructor
...finance because we earn money and spend money, but we don't really know how to manage it and make it work for us. I enjoy reading, spending time at the beach or near water and traveling My goal is to visit all 50 states. Currently I have visited 32. My teaching philosophy is that I...
Education & Certification
- University of North Florida - Bachelor in Business Administration, Business Administration and Management
- Patten University - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Series 23
- PMP
- Series 6
- +16 subjects
Hajra: Cambridge Series 63 course instructor
...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...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 63
- SIE
- Series 82
- Series 65
- +9 subjects