SERIES 7 Tutors & Teachers for Lessons, Instruction or Help in Island Heights, NJ

I am open to mentor & teach high school & college level business courses, Securities licenses(series 7). Also open to teach trading to those that would like to learn Wall Street Trader with MBA in Finance and Securities licenses and 25 years of experience. I can help you pass SERIES 7, PREPARATION & ASSISTANCE WITH HIGH SCHOOL & COLLEGE LEVEL BUSINESS/FINANCE COURSES. TUTORING CAN BE DONE ON LINE OR IN PERSON. NO PROMISES TO PASSING THE TEST TOMORROW. JUST HARD WORK AND DEDICATION, STRATEGY & CONCENTRATION - SUCCESS WILL FOLLOW. RATES NEGOTIABLE.

$ 70.00

average per hour

($60.00-$80.00)

Range

SMBC New York May 2021 – Present Sr. KYC Analyst/ KYC Compliance/Corporate & Investment Banking • Review all documents for KYC CDD and EDD recertifications/periodic reviews. • Review CDD Forms and UBO and CP ID documents • Disposition all negative news alerts and PEP alerts. • Conduct risk assessment and AML advisory on clients based on type of business and negative information. • Review and source/research all KYC/CIP documentation • Document review of IMA’s, corporate formation documents, Form BD and Form ADV • Knowledge of WorldCheck, LexisNexis, Dow Jones Risk Center, D&B Hoovers Intessa San Paolo Bank Jan 2018 – May 2021 Consultant/Due Diligence Officer/KYC Operations/Corporate & Investment Banking • Review all documents for KYC SDD, RDD and EDD recertifications. • Conduct risk assessment and AML advisory on clients based on type of business and negative informatio

$ 50.00

per hour

Over twenty years experience in business and financial services. Served and Corporate Trainer and Training Consultant in numerous environments, training Accountants and other professionals in the areas of Professional Development and Licensing and Certification. Have also served as Adjunct Instructor at Fairleigh Dickinson University Petrocelli College of Professional Studies teaching Certified Financial Planning coursework in the areas of Taxationand Financial Planning. Have also taught computer applications as part of my duties. I evaluate the student's degree of familiarity with the subject to see what areas need the most attention. I affirm the student's strengths and reinforce their ability to grasp the subject, using a conversational style with interim "checking" questions to secure agreement that the material covered thus far is understandable. I make the learning interacti

$ 44.50

average per hour

($47.00-$56.00)

Range

I am passionate about the field of education providing individualized instruction to meet the needs of each child to ensure their success. Understanding, patient, intuitive to various learning styles, flexible and reliable are some adjectives I would utilize about myself. By providing proper communication to the learner on their respective level taking into consideration the gifted, regular and special needs student, I have made a different to my student's future. As a Dean's list student both on the undergraduate as well as the graduate level, I have achieved excellence in education as a teacher, Vice Principal and Professor. Formerly, I completely set up from scratch a four year vocational program in the areas of Marketing/Technology encompassing the ordering of supplies/equipment, writing curriculum published by the State of NJ, setting up a school store and membership in the Distri

$ 44.50

average per hour

($50.00-$53.00)

Range