Eric: Lowell Series 3 course instructor
I am a passionate financial planner that enjoys getting to help others learn financial planning and personal finance.
Education & Certification
- College of William and Mary - Bachelor in Arts, Economics
- University of North Carolina at Chapel Hill - Masters in Business Administration, Investments and Securities
Subject Expertise
- Series 3
- Series 65
- Series 79
- Series 86
- +10 subjects
Michael: Lowell Series 3 course instructor
...and a PhD in Finance from Capella University. Since earning my PhD in 2020, I have been instructing at three online universities, teaching finance, accounting, and emergency management. I am also a Commercial Pilot and Certified Flight Instructor at a local airport where I teach ground school and flight to student pilots. I really like teaching in general, and enjoy when I can learn something and then pass it on to others. That is what...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 3
- Series 24
- Exam IFM - Investment and Financial Markets
- Series 66
- +16 subjects
Kevin: Lowell Series 3 course instructor
...Patent Holder with the US Patent Office, I know that learning is a great investment. My passion for teaching comes from a life long passion for learning. Im a Masters Degree graduate of Washington University in St. Louis (Olin School of Business: Finance emphasis) and also received my Bachelor of Science in Accounting from Truman State University. Both students and parents say that I help students succeed and realize their own potential with improved confidence,...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 3
- Series 66
- Series 6
- CPA
- +41 subjects
Daniel: Lowell 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 7
- CFA
- Series 6
- +10 subjects
Hal: Lowell Series 3 course instructor
...that personal growth and betterment are natural to each individual whether it be economic, intellectual, or spiritual. Learning is unique to each person and each person, who has the interest, will benefit from 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...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 3
- Series 65
- Series 99
- Series 82
- +171 subjects
Peter: Lowell Series 3 course instructor
...You are entering a world where it is a "win win," meaning you help others with their finances and make money doing so. These licenses are so valuable, that you have the potential to make as much money, if not more money than doctors and lawyers. You do not need a secondary degree, you just need to pass the tests. You would want me as at tutor mainly because of my experience. My expertise is...
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 65
- Series 10
- IBEW - International Brotherhood of Electrical Workers
- +42 subjects
Andrew: Lowell Series 3 course instructor
...a dual BA in Economics and Psychology, with a Math minor. I also have a MBA from UNC's Kenan-Flagler Business School with a Finance Concentration. I recently completed my MS in Finance from Georgetown. I have worked for the Federal Reserve Board of Governors, investment banks, and a private equity firm; so, I have experience in the applied application of academic theory. I am adept at teaching economics and finance, as well as topics in...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 3
- Series 56 - Proprietary Trader Qualification Exam
- Series 55
- Series 63
- +70 subjects
Ben: Lowell Series 3 course instructor
Experienced portfolio manager, 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
- CFA
- CPA
- Series 63
- +38 subjects
Gregory: Lowell Series 3 course instructor
...and Financial Mathematics at The 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. 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 3
- Series 63
- Exam FM - Financial Mathematics
- Series 31
- +48 subjects
Michael: Lowell Series 3 course instructor
...derivative trading platform I was offered a position on an equity derivatives brokerage desk as a sales/trader for an inter-dealer broker. Here I acted like an extension of my clients trading desks executing delta neutral trades, risk reversals and many other strategies either on a held or not held basis. Held means I am given the price by the client to fill and not held means the order is at my discretion to pick the...
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
- Exam IFM - Investment and Financial Markets
- Series 44 - NYSE Arca Options Market Maker Exam
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
Paul J : Lowell Series 3 course instructor
- 25 years of seasoned option trading involvement across diverse sectors. - Proven track 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 engineering degree MBA in business CFA
Education & Certification
- Pace University-New York - Masters in Business Administration, Business, General
Subject Expertise
- Series 3
- FRM
- Series 32
- CRM - Certified Risk Manager
- +58 subjects
Chi-Sun: Lowell 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 also learn to enjoy math, which is the ultimate goal. My qualifications include excelling at all high school math competitions...
Education & Certification
- Massachusetts Institute of Technology - Bachelor of Science, Computer Science
Subject Expertise
- Series 3
- Series 7 - General Securities Representative Exam (Stockbroker)
- Exam P - Probability
- Exam FM - Financial Mathematics
- +112 subjects
Jonathan: Lowell Series 3 course instructor
...with a concentration in finance, I am well 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 others to be a great tutor and overall resource for students.
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
- GMAT Verbal Reasoning
- Math
- +75 subjects