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!
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.
