
Mary: Series 82 course instructor
...stock options and futures. My training began in the trading pit, side by side senior traders for whom I would be responsible for tracking delta positions, hedging trades, communicating with the partners, and learning options theory to prepare for a three-week intensive in house options course in Chicago with a peer group. We were close-knit, collaborative and hand-picked for what would be a rigorous and unique learning experience to set a foundation for our respective...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 82
- CIMA
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +109 subjects

Daniel: Series 82 course instructor
...diplomatic mission, supporting senior civil servants in developing and implementing policies and programs that boost trade and investment. As the Founder of Envoy West, I specialize in U.S market entry strategies, go-to-market planning, and business development for technology companies. I have successfully completed over 40 market entry projects, helping clients navigate the complexities of the U.S. market. My expertise lies in identifying prospective clients and partnerships, and providing strategic leadership and direction. I also have...
Education & Certification
- Nottingham Trent University - Bachelor of Science, International Relations
Subject Expertise
- Series 82
- SIE
- Series 63
- FINRA - Financial Industry Regulatory Authority
- +1 subjects