Experience Summary
Financial services industry management consultant, tenure in public finance investment banking, fixed income product management, investment analysis, sales management and training. New financial advisor training manager for Charles Schwab and Wells Fargo Private Client Services. Held Series 7 and 66 for over 20 years.
Teaching Style
Consultative, hands-on approach, ability to bring "real world" experience to bear on material while maintaining emphasis on skills and techniques necessary to successfully complete the FINRA exam. Ability to adapt to the specific learning styles of students.