About Me

FINRA exams are tough but passing them doesn't have to feel impossible. I know because I've done it. I passed the SIE and Series 7 on my very first attempts, and the Series 66 shortly after. Many finance professionals stumble on these same exams, but my study system and test-taking strategy gave me the edge. That's the exact framework I now use to help others succeed. My tutoring isn't just about covering material. It is about equipping you with the right mindset, structure, and strategies to maximize your chances on test day. Whether you're brand new to the material or bouncing back from a retake, I'll meet you where you are and guide you step by step toward mastery. With experience at top global investment banking institutions, I bring insider-level knowledge of the industry. And with a background in education, I know how to translate dense, technical content into clear, practical lessons that stick. My goal is simple: to give you the tools, structure, and mindset to not just take these exams, but to pass them with confidence. Your success is my success, and I'm eager to give you the tools to make these exams a milestone you conquer not one that holds you back!

Education & Certifications

Tutoring Subjects