Award-Winning SIE Tutors in Lower East Side, NY

I am here to help you become as successful as possible.

...Over the next 15 years combined, I worked for two top 5 US Banks and one top 5 US Defense contractor before moving back into independent consulting in 2016. I have traveled, worked, and lived across the US, Europe, Central and South America, and some of the Middle East (while in the military). Either professionally...

...own firm. Currently, I am a level 3 CFA candidate and portfolio manager for my digital asset hedge fund. I focus on the fund's DeFi investment strategy, blockchain research, and protocol risk management. For students, (and interns), I have taught solidity, python, CFA level 1 and 2 material, Series 7, 63, and 65. I have...

...in identifying prospective clients and partnerships, and providing strategic leadership and direction. I also have experience working on private placements with US-based family offices through my affiliation with Crestmont Investments. Prior to Envoy West, I served as the Capital Investment Director at the Department for International Trade in Washington, D.C. I led a high-performing team...

I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.

...me by the New York City Police Department, to work for the Deputy Commissioner of Management and Budget. This soon turned into a position with the Police Commissioner's Office, working on neighborhood policing policy citywide. I have helped hundreds of people gain access to housing, jobs, hygiene, criminal justice reform, and affordable health care. In...

...nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed and took an introducing brokerage firm through the entire FINRA (then NASD) creation and registration process. I attended what was...

...as a primary source of income; I teach because I enjoy helping others enough to do it in my spare time. People don't care what you know until they know that you care. I'm supposed to write something here about my own achievements. I have an impressive resume by most peoples' standards. But my achievements...

...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.