Experience Summary
Years of tutoring students in FINRA exams. Have tutored SIE, Series 7, 79, 82, 63, and 24. Progressed to partnership level at Merrill Lynch and Morgan Stanley on Wall Street. Founded own investment bank 5 years ago. Teach for enjoyment. Have tutored for local financial institutions, and students have flown in from various cities on the east coast to stay in hotels for me to tutor them.
Teaching Style
Content plus coaching in test taking strategies to reduce anxiety. Organization of materials.
My Hobbies
Comedy, music, reading, tutoring. Enjoy travelling to new places. Enjoy working on investment banking projects including raising capital and selling companies (mergers & acquisitions). Enjoy investing on a personal level.