Joseph Fon: Series 22 course instructor
As a wealth management professional, I have learned that 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.
Education & Certification
- University of New Orleans - Bachelor of Science, Business Administration and Management
- University of Alabama - Master of Science, Economics
Subject Expertise
- Series 22
- Series 6
- SIE
- UK A Level Business
- +5 subjects
Mary: Series 22 course instructor
...within the Treasury Group where I priced, hedged, executed, and made markets on OTC derivatives, structured product and warrants held by the coveted AAA balance sheet. This multi-year experience proved to be mutually beneficial both to my professional career, as it was for the bank's global securities businesses (particularly US Equities and Swiss Treasury) that I diligently represented resulting in increasing customer business and attractive risk adjusted return on capital (RAROC). My career trajectory continued...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 22
- Series 66
- Series 10
- CFA
- +109 subjects
Hajra: Series 22 course instructor
...pressure of learning the materials and then passing the exams in the allotted time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace. I enjoy traveling when I can, either locally or internationally. Some of my favorite jaunts are those unassuming places that my family and I spontaneously drive to on a weekend off....
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 22
- Series 6
- Series 27
- Series 63
- +9 subjects
Raymond: Series 22 course instructor
I am committed to developing the talent I possess and sharing my life with others. I always enjoyed teaching but more importantly human development. As Socrates said so long ago, the unexamined life is not worth living. Sometimes, the gravity of questions outweigh all in life.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 22
- Insurance License
- Series 65
- Series 86
- +7 subjects
Derrick: Series 22 course instructor
...graduate of Colorado State University. I received my Master's degree in Finance with a specialization in Accounting. I have worked extensively in the banking and finance industry. I currently work for a private equity real estate firm as a registered representative. I currently have my series 22 and series 63 registration. My teaching philosophy is centered around the student. I believe in a personalized approach to learning. I currently focus on tutoring finance, history, Series...
Education & Certification
- University of Arizona - Bachelor in Arts, Political Science and Government
- Colorado State University - Masters in Business Administration, Finance
Subject Expertise
- Series 22
- Series 23
- Series 63
- Study Skills and Organization
- +7 subjects