Experience Summary
Specific to the series 6,7 (SIE) 57, 65 and 66, I have 17 years experience as a tutor; 17 years as a Wall Street portfolio manager; Executive coach and university professor of finance; Passed all required securities licensure exams, 7,66 and insurance; manage a consultancy that provides change management, financial analysis and STRESS MANAGEMENT; Two master degrees,1 in counseling,1 in business; Ph.D.(c) with concentrations in organization psychology and business management; Consult in the areas of public speaking, writing and business development; Honest, patient, professional and thorough with an excellent sense of humor! I am heavily invested in the success of my students and consulting clients!
Teaching Style
My teaching style is conversational and structured for the individual. I'll simultaneously show you how to work with tight time constraints while tutoring you on how to pass your exam.
My Hobbies
My hobbies include playing pool, strength training and volunteerism for literacy, animal rights and the empowerment of women in corporate America. I mentor youth in the areas of entrepreneurship, self motivation and self confidence.
Other Comments
I utilize professional techniques, such as stress management, as well as the importance of a work / life balance. A career in the financial services industry is very stressful and provokes anxiety while preparing for securities exams. Stress and anxiety exacerbates and compounds when under pressure, particularly if your career is on the line. As a financial expert and clinical counselor, I'm committed to empowering my students to be in control of their lives and achieve their goals. This process can be instrumental in the learning and retention curve while preparing for securities exams.