Experience Summary
With 15 years of finance-related experience and 10 years of Licensing teaching expertise, I helped over 2,000 learners successfully pass FINRA/NASAA exams while working for Fidelity Investments. My programs posted pass rates that always exceeded company goals and my students consistently ranked me as a top-tier Facilitator, including a 100% top-box (7/7) rating from 300+ learners for three straight years (2015-2018).
In March of 2018, I left my Principal Facilitator position to focus full-time on tutoring. After years of providing dry and difficult-to-understand materials from top licensing vendors, I sought to revolutionize the way the Series 6, Series 7, Series 9/10, Series 63, Series 65, and the Series 66 is taught.
Teaching Style
My philosophy is simple: complicated financial concepts can be easily understood when broken down into small, clear, and fun pieces.
I teach you how to better understand the testable material, give you interesting real-world examples for context, and help you build your test-taking skills along the way. My style of teaching works because I aim to have a discussion (not a lecture). The more we can have a conversation, the more comfortable you'll be with the material.
