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Karen H.

Madison, CT

$60/hour

Securities FINRA Test prep series 7,63,65,66 more+Insurance license.

100+ Hours
4.9 average from 73 ratings
Knowledgeable and helpful
— OTIS, Barrington, IL on 11/23/16

$60/Hour


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Response time: 4 hours

Contact Karen

Quinnipiac
Business
University of New Haven
MBA
FINRA Institute at Wharton-CRCP
Other

Education

Quinnipiac (Business)

University of New Haven (MBA)

FINRA Institute at Wharton-CRCP (Other)

About Karen

I have the following active licenses: series 7, 65, 66, 3, 4, 24, 8 and 53. I know what it takes to study and pass an exam. I am currently working in the securities industry. I have a BS in Finance from Quinnipiac University and an MBA in Finance from University of New Haven. Tutoring allows me to share my 30 years of banking and investment experiences and offer guidance to a student. I maintain an active CT insurance license. My 10 years of sales experience and 20 years of management experience have made me an effective communicator. I am a visual learning and tutor using illistrustrations to improve the recall of information and concepts. I have organized and participated in many speaking engagements both in public and in corporate board rooms.

I enjoy a challenge and have consistently grown within my industry by enhancing my skills by taking classes and obtaining additional licesenes as well as taking on additional responsibilities. I enjoy meeting and working with new people. I am a positive person who can share my experiences to enhance a student's potential.
I have the following active licenses: series 7, 65, 66, 3, 4, 24, 8 and 53. I know what it takes to study and pass an exam. I am currently working in the securities industry. I have a BS in Finance from Quinnipiac University and an MBA in Finance from University of New Haven. Tutoring allows me to share my 30 years of banking and investment Read more

Policies
Cancellation
24 hours notice required
Travel Radius
Travels within 30 miles of Madison, CT 06443

"Knowledgeable and helpful"

- OTIS, Barrington, IL on 11/23/16
Karen replied on 11/24/2016

Thank you

"Knowledgeable, Patient, Prepared."

- Lynn, Santa Clara, CA on 9/18/17
Karen replied on 9/22/2017

Thank you very much for those kind words for it means alot to me to know that I was able to help and thank you again for the opportunity to be your tutor. I wish you all the best in the industry and in your career.

"Very Prepared"

- Mike And Dara, Morganville, NJ on 8/22/17
Karen replied on 8/24/2017

Thank you for your positive comments. I'm glad that I can add value.

"Very Helpful"

- Marc, Oak Park, CA on 5/18/17
Karen replied on 8/24/2017

Thank you for the opportunity to add value as your tutor.

"Awesome!"

- Mark, Pittsburgh, PA on 5/18/17
Karen replied on 7/1/2017

Thank you for the opportunity to be your tutor.

"Knowledgable and patient."

- Camille, Simi Valley, CA on 3/24/17
Karen replied on 3/24/2017

Thank you. Glad that I was able to clarify some items for you. Thank you for the opportunity to be your tutor.

"VERY KNOWLEDGABLE, PATIENT, AND HELPFUL TUTOR"

- Bruce, Encino, CA on 3/5/17
Karen replied on 7/1/2017

Thank you for the opportunity to be your tutor.

"Knowledgeable and patient tutor"

- Rossella, Westport, CT on 2/26/17
Karen replied on 7/1/2017

Thank you for the opportunity to be your tutor.

Math:
Microsoft Excel
English:
ESL/ESOL, Grammar, Proofreading,
Public Speaking,
Reading, Vocabulary
Test Preparation:
Career Development,
Series 63,
Series 7
Computer:
Microsoft Excel, Microsoft Word
Language:
ESL/ESOL, French, Reading
Special Needs:
Phonics, Reading, Study Skills
Elementary Education:
Grammar, Phonics, Reading, Spelling, Study Skills,
Vocabulary
Business:
Career Development,
Economics, ESL/ESOL, Finance, Microsoft Excel, Microsoft Word, Public Speaking,
Series 7

Approved subjects are in bold.

Approved subjects

In most cases, tutors gain approval in a subject by passing a proficiency exam. For some subject areas, like music and art, tutors submit written requests to demonstrate their proficiency to potential students. If a tutor is interested but not yet approved in a subject, the subject will appear in non-bold font. Tutors need to be approved in a subject prior to beginning lessons.

Career Development

Based on my own career development path, I can share my personal experiences with a student on how to always look for improvement and challenges that showcase your strengths and help identify areas for improvement.
I have a BS in Finance from Quinnicipac University, an MBA in Finance from Univeristy of New Haven and have 30 years of work experience in banking and securities.
I have held sales, management and compliance/audit positions during my career by constantly challenging and improving myself in all aspects of my development.

Proofreading

I review all correspondence and advertising in my current role. I also read multiple research reports on a daily basis.

Public Speaking

I have been in the investment banking industry for the past 30 years and have excellent speaking skills. I would be able to relate to students based on my personal experience and with helping colleagues prepare for public speaking events.

I previously worked in sales having hosted many public seminars to grow my business. I am currently in a mid-level management position which demands scheduling and conducting training sessions in both large and small groups. I have organized many seminars and marketing events for the public. I have made presentations at corporate events and board rooms. Based on the the topic and or audience, I have used technology to enhance a presentation along with handouts to engage the participants.

I have the experience and comfort level to share to a student.

Series 63

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac University and a MBA in Finance from University of New Haven. Let my 30 years of work experience in banking and securities help you obtain the necessary tools to navigate through the studying process. I am a visual teacher so the student can see what is happening and why.

Series 7

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac University and a MBA in Finance from University of New Haven. Let my 30 years of work experience in banking and securities help you obtain the necessary tools to navigate through the studying process. I am a visual teacher so the student can see what is happening and why.

Study Skills

I would like to offer my years of experience and helpful tips in providing study skill tutoring. Over my 30 years in the banking and investment industry, I have studied and successfully passed multiple exams along with annual continuing education courses. I have the series 3,4,6,7,8,24,54,63 and 65 licenses and know what it takes to help pass. I set timelines to ensure I get through the material along with various techniques I've used to help remember and recall things for the exams. I use flashcards along with problem drills to help illustrate concepts effectively. I have the ability to explain details in an understanding way with my tone of voice, personal attention and bring high energy to create and maintain enthusiasm for the subject matter.

Quinnipiac
Business
University of New Haven
MBA
FINRA Institute at Wharton-CRCP
Other

Education

Quinnipiac (Business)

University of New Haven (MBA)

FINRA Institute at Wharton-CRCP (Other)

Knowledgeable and helpful

We went over debt securities. She helped break down difficult parts of the chapter, so that I felt more comfortable with the subject matter. She was very patient & helpful. She asked me to explain it to her, so that I really had to know what I was talking about.

— OTIS, Barrington, IL on 11/23/16

Hourly rate

Standard Hourly Rate: $60.00

Cancellation: 24 hours notice required

Travel policy

Karen will travel within 30 miles of Madison, CT 06443.