...I am a licensed FINRA Series 65 for 15 years. 25 years in the Investment operations world with Fidelity, DE Shaw, Athena Capital Advisors and Windrose Advisors. Previously also held the Series 7, 24 (General Securities Principal) and 4 (Options Principal securities licenses). I have been tutorin... (read more)
...I use Excel to help run my business as well. I have been using Word and PowerPoint for over 25 years. I have assisted many colleagues in the use of both programs. (read more)