About Me

I enjoy helping Financial Services employees achieve their long term career goals. Over the past three years I have been a full time tutor. Prior to becoming a tutor I held multiple roles in the Financial Services Industry, including serving clients as a Financial Advisor and leading Advisor teams as a Managing Director. Past Certifications Held Include: Certified Financial Planner (CFP). Certified Investment Management Analyst (CIMA). Series 7, Series 63; Series 66

Education & Certifications

Tutoring Subjects