Mary: Series 22 course instructor
...US domestic equity markets into global markets - Asia, Latin America, Europe as well as into other asset classes FX, Commodities, Fixed Income dictated by customer investment policies, the liberalization of markets, and the respective risk books. I accepted new business roles and appointments and was later recruited to work with other global derivatives groups (Deutsche, HSBC) overseeing Corporate Derivatives programs, customer options activities, European research produced in the UK for US institutional client.
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 22
- CAIA Level II
- Series 55
- CAIA
- +109 subjects
Joseph Fon: Series 22 course instructor
As a wealth management professional, I have learned that my personal success is tied to how well I succeed in managing my clients wealth and that my success is tied to their success. As their wealth increases, so too does my satisfaction, happiness and compensation. As a Varsity Instructor, I will maintain the same values even though there will be no assets to manage.
Education & Certification
- University of New Orleans - Bachelor of Science, Business Administration and Management
- University of Alabama - Master of Science, Economics
Subject Expertise
- Series 22
- SIE
- Series 6
- UK A Level Business
- +5 subjects
Raymond: Series 22 course instructor
I am committed to developing the talent I possess and sharing my life with others. I always enjoyed teaching but more importantly human development. As Socrates said so long ago, the unexamined life is not worth living. Sometimes, the gravity of questions outweigh all in life.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 22
- Insurance License
- Series 31
- Series 86
- +7 subjects
Derrick: Series 22 course instructor
...Master's degree in Finance with a specialization in Accounting. I have worked extensively in the banking and finance industry. I currently work for a private equity real estate firm as a registered representative. I currently have my series 22 and series 63 registration. My teaching philosophy is centered around the student. I believe in a personalized approach to learning. I currently focus on tutoring finance, history, Series 22, and Series 63 exam preparation.
Education & Certification
- University of Arizona - Bachelor in Arts, Political Science and Government
- Colorado State University - Masters in Business Administration, Finance
Subject Expertise
- Series 22
- Series 63
- Series 23
- Social Studies
- +7 subjects