
Joseph
Certified Tutor
I obtained my Bachelor of Science, Business Administration in Organizational Leadership, as an adult student while actively working and advancing my career in Financial and Investment Services. Having held several senior management, training, and business coaching positions has allowed me to develop a unique perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing education throughout one's lifetime and in sharing knowledge with others as much as possible. I am a Certified Financial Educator (CFEd), and hold the Corporate Trainer Certified, and Remote Workforce Management Certified credentials, in addition to several project management designations.
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Undergraduate Degree: University of Phoenix - Associate in Science, Business, General
My interests include classic cars, motorcycle touring, pet rescue, fitness and nutrition, hockey, and soccer.
- Insurance License
- Professional Certifications
- Real Estate License
- Series 24
- Series 6
- Series 63
- Series 65
- Series 66
- Series 7
- SIE