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
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Can also tutor:CPA, CFA, FRM and 39 more subjects.
Education
University of Amsterdam - Bachelor of Economics, Economics
...for the students to 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...
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...from University of Phoenix 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...
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...MBA 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.
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...& Associates, the Chicago-based pioneer of options trading and risk management becoming a floor member of the Philadelphia Stock Exchange trading single 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...
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...Carolina, Chapel Hill with 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...
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...Accountant), MBA and inventive 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...
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- 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...
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...I am a tutor. 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...
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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!
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...While marketing an equity 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...
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...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)
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...foundation of society and 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,...
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Our interview process, stringent qualifications, and background screening ensure that only the best Series 3 tutors in Winnetka, IL work with Varsity Tutors. To assure a successful experience, you're paired with one of these qualified tutors by an expert director - and we stand behind that match with our money-back guarantee.
Receive personally tailored Series 3 lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
Winnetka Series 3 Tutoring FAQ
If you want to buy or sell commodities futures in the United States, you need to pass the Series 3 (National Commodities Futures Exam). This test is designed by the National Futures Association (NFA) and administered by the Financial Industry Regulatory Authority (FINRA) to assess whether a candidate has the knowledge of futures markets and pertinent regulations necessary to work as a trading professional. If you are having a hard time preparing for the test, Varsity Tutors can help you find an expert Series 3 tutor who can assist you.
The Series 3 is divided into two parts, each of which must be passed individually in order to pass the overall test. Part 1 consists of 85 multiple-choice questions on a broad array of futures-related topics, including Futures Trading Theory, Option Premiums, Types of Orders, Hedging Futures, and Speculating. It can feel overwhelming, but your Series 3 tutor can work with you on every topic until you are ready to move on to the next one. You are also encouraged to ask any questions you have if you fail to understand something, allowing you to seek clarification before you feel hopelessly lost.
Part 2 consists of 35 multiple-choice questions that cover the rules and regulations traders are expected to follow, including the NFA's regulations as well as those associated with the New York Stock Exchange (NYSE). No matter how well you do on Part 1, any grade below a 70 on this section will cause you to fail the entire exam. The questions aren't especially challenging, but there is a lot of rote memorization involved. Your Series 3 tutor can help you come up with a mnemonic device to help you remember everything.
You only have two and a half hours to complete both parts of the Series 3, so time management is another important component of your test prep. Your Series 3 tutor can provide practice exams to give you a realistic sense of how long you have, helping you budget your time accordingly. Learning how questions are worded in advance can also help you feel more confident on exam day.
If you're ready to work with an expert Series 3 tutor but aren't sure how to get started, we can help you find somebody who suits your academic and scheduling needs. You and your tutor can meet through our mobile-compatible Live Learning Platform to make tutoring sessions more convenient than ever before. It offers a myriad of features to provide all of the benefits of a face-to-face study session online, including a virtual whiteboard and video chat functionality. Reach out to us today for more information.
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