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The two most important things that should be taught in school are Personal Finance and MS Excel. With those two skills you can take your true passion in life and turn it into a rewarding business/career.
I come from a family of educators and the core of my business is educating individuals about their own financial situation. I taught at a local CMS high school starting in math and then moving to the business and finance classes, but quickly learned the traditional classroom setting would not provide the flexibility to teach students what they desperately needed most.
I graduated from UNC Charlotte in 2010 with a BSBA in Finance and a BS in Economics and will soon be returning for their Master's in Accountancy program.
I typically work with high school (15+) and college students in their coursework for General Math, Finance program, Economics, Statistics, Accounting, Econometrics (Stats on steroids), as well as adults to better understand their business and "Back Office" duties: Accounting, MS Outlook contact management, Mail Merges, MS Excel and Photoshop (for social media content, logos, brochures).
As a finance major I studied textbook accounting theory and put it to practical use by fixing accounting records for business owners that put it off because it wasn't their strong suit. I have merged accounting records for a company with multiple divisions into one chart of accounts which passed an external audit when completed.
I passed the NASD Series63 with an 80%. However, I failed my first attempt because I took it too lightly after passing the Series 7 with relative ease. I currently hold and active license and am registered with a Broker/Dealer.
I passed the test with an 82%. I currently hold and active Series 7 license from FINRA and am registered with a Broker/Dealer.
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