...The 63 is the state securities registration exam. I like to explain the differences between broker dealers and investment advisors to begin. I took the 63 when I first started working and then took the 66, which combines the 65 and 63. (read more)
...I recently joined the New York teaching fellows and Algebra, Algebra 2 and Trigonometry will be subjects in that I will teach. I have a dozen or so history and humanities classes. I can connect this material with a strong background in economics and business, I have minors in Math and Stats including 4 semesters of Calculus plus linear algebra and differential equations. (read more)
...You can profit from my practical experience and academic credentials. While I now run my own consulting firm, for most of my career I worked for international financial institutions in the capital markets area. As a senior manager I was responsible for all aspects of my department’s operation. (read more)
...I have 22 plus years of financial accounting experience. I've been tutoring since 2017.I'm a CPA with a masters and bachelor degree in accounting. I started tutoring in 2017 when I retired from my full time accounting career of 22 years. (read more)
...Have 3 years of teaching experience in Corporate Finance and Investing to students of age 16-30, in both small classroom settings and 1-on-1s. Gained 12 years of practical experience working as an investment analyst at hedge funds and as a Director of Finance at IT startups. Graduated from the Wharton School of the University of Pennsylvania in 2012, majoring in Finance and Accounting. (read more)