
S: Mission Viejo CAIA test prep instructor
...I am a former Wall Street professional with a long career in equity trading and trading technology. I hold an MBA in Finance from the Yale School of Management and a B.S. in Finance from the University of Montana. I am an avid skier, and teach skiing part time as well. For the past 7...
Education & Certification
- The University of Montana - Bachelor in Business Administration, Finance
- Yale University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CAIA
- Series 65
- CFA
- CPA
- +70 subjects

John: Mission Viejo CAIA test prep instructor
...students has allowed me to recognize how effective the approaches toward tutoring mine have been for all learning types in various academic subjects. While my tutoring students gain much from their experiences from me, I equally gain so much insight and knowledge from the students I tutor. I have a passion for learning and my...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CAIA
- ARM-E - Associate in Management-Enterprise Risk Management
- Certified Medical Assistant Exam
- FS Exam - Professional Licensed Surveyor Fundamentals of Surveying Exam
- +455 subjects

Sebastian: Mission Viejo CAIA test prep instructor
I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- CAIA
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 65
- +14 subjects