
Mary: Series 99 course instructor
...businesses (particularly US Equities and Swiss Treasury) that I diligently represented resulting in increasing customer business and attractive risk adjusted return on capital (RAROC). My career trajectory continued to expand beyond US domestic equity markets into global markets - Asia, Latin America, Europe as well as into other asset classes FX, Commodities, Fixed Income dictated by customer investment policies, the liberalization of markets, and the respective risk books. I accepted new business roles and appointments...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 99
- Series 38
- Series 39
- CAIA Level II
- +109 subjects

Hal: Series 99 course instructor
...the best possible learning situation that can be provided and consequently contribute to the whole of society. No one method applies to all. It is my goal to focus on the individual, adapt my methods to their needs, and inspire them to succeed. I enjoyed a nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel,...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 99
- Series 16
- CIMA
- Series 6
- +171 subjects

Ranga: Series 99 course instructor
I am highly passionate about teaching professional courses and helping students to be successful in their academics and career. My core subjects are business management, project management, agile development life cycle, Lean methodologies, and Six Sigma. I also help develop students knowledge and skills on Microsoft Excel, Word, Powerpoint, MS Access, MS Visio, MS Project and teach some of the most frequently used features, format, formulas.
Education & Certification
- University of Madras - Bachelor in Arts, Administrative Assistance and Secretarial Science
- Indira Gandhi National Open University - Master of Science, Computer Science
Subject Expertise
- Series 99
- SAFe - Scaled Agile Framework Exam
- Six Sigma
- Microsoft Office
- +31 subjects

Karen: Series 99 course instructor
...degree from Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and relate it to something that makes...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 99
- Series 66
- Series 26
- Series 10
- +24 subjects

Sakshi: Series 99 course instructor
...making complex concepts in Math, English, and Business accessible and engaging for my students. My teaching philosophy centers around fostering a collaborative and interactive learning environment, where I break down challenging topics using real-world examples and case-based learning. I believe in the power of personal finance education, helping students understand budgeting and investment to empower their decision-making. My passion for teaching is rooted in my love for learning and connecting with students, ensuring they not...
Education & Certification
- Queen's University - Masters in Business Administration, Business, General
Subject Expertise
- Series 99
- SOPD - System Operator / Power Dispatching Test
- Series 28
- USMLE Step 3
- +498 subjects