
Mary: Series 99 test prep instructor
...maker in the U.S. financial options exchanges and had been looking to partner with a larger financial institution. The firm entered into a joint venture with Swiss Bank creating the opportunity to become part of a newly formed global team deployed as financial engineers in various financial centers - Chicago, Zurich, London, Paris, Tokyo, Hong Kong. My assignment was in the bank's headquarters of Zurich, Switzerland within the Treasury Group where I priced, hedged, executed,...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 99
- Series 72
- Series 24
- Series 66
- +109 subjects

Hal: Series 99 test prep instructor
...as a national educator in investments for a Fortune 20 firm. My background includes having been licensed as a Certified Public Accountant, Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and a variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I took the Securities Industry Essentials Exam (SIE), and...
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 10
- Series 3
- Series 66
- +171 subjects

Ranga: Series 99 test prep 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
- AP Computer Science Principles
- +31 subjects

Karen: Series 99 test prep 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 87
- Real Estate License
- Series 7
- +24 subjects

Sakshi: Series 99 test prep instructor
...honed my expertise in subjects like economics, finance, and business strategy, building on a solid foundation from my Bachelor's in Commerce. With over 2 years of tutoring experience, I am dedicated to 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...
Education & Certification
- Queen's University - Masters in Business Administration, Business, General
Subject Expertise
- Series 99
- CMA - Certified Management Accountant
- CFP
- SHRM-CP - Society for Human Resource Management- Certified Professional
- +498 subjects