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Former Wall Street Sr. Executive, 15+ Years Institutional Trading
Jack N.

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Hourly Rate: $150

About Jack


Bio

My approach to teaching is rooted in my own journey as an engineer who transitioned into the highest levels of global finance. I graduated with a Bachelor of Applied Science in Electrical Engineering from the University of Waterloo, a background that fundamentally shaped how I look at problems. After university, I spent over fifteen years on Wall Street, eventually becoming an Executive at multiple global banks where I ran billion-dollar trading desks. I have spent my career simplifying...

My approach to teaching is rooted in my own journey as an engineer who transitioned into the highest levels of global finance. I graduated with a Bachelor of Applied Science in Electrical Engineering from the University of Waterloo, a background that fundamentally shaped how I look at problems. After university, I spent over fifteen years on Wall Street, eventually becoming an Executive at multiple global banks where I ran billion-dollar trading desks. I have spent my career simplifying difficult concepts.
I have mentored dozens of junior analysts and associates, guiding them through one-on-one sessions on everything from stochastic calculus to yield curve modeling. I led large training workshops for global trading teams in New York, London, and Singapore on all concepts of high finance including trading, compliance and risk. My methods are hands-on and conversational. I am a master of Excel and VBA and I use the same multi-billion dollar scenarios I managed in my career to give students a "ground truth" understanding of the material. Whether I am prepping a student for a high-stakes "Superday" interview at a top bank or helping an MBA student navigate a rigorous quantitative course, I adapt my style to your specific goals.
I primarily work with university students and career professionals who need more than just a surface-level explanation. Because I have lived the math/models I teach, I can offer insights that a traditional path simply cannot. I have taught/guided students of all ages, from early-career professionals in their twenties to seasoned executives looking to sharpen their technical edge. I believe that anyone can master quantitative finance and Wall St. if it is explained through the lens of experience. I bring my engineering roots and Wall Street experience to every session.


Education

University of Waterloo
Electrical Engineeri

Policies


Schedule

Jack hasn’t set a schedule.


Approved Subjects

Business

Business

I bring over 15 years of institutional experience as an Executive Director at Jefferies and a Director at TD Securities, where I managed a $15B balance sheet. My background as a University of Waterloo Electrical Engineer allows me to teach business concepts through the lens of first-principles logic and rigorous data analysis. I specialize in bridging the gap between academic theory and real-world execution, having mentored dozens of professionals in market microstructure, risk management, and strategic decision-making.
Career Development

Career Development

As a former Executive Director at Jefferies and Head of US Treasury Trading at TD Securities, I have spent over a decade hiring, mentoring, and promoting high-performing professionals in the world's most competitive environments. I specialize in "Superday" interview preparation, resume architecture for Tier 1 investment banks, and navigating the transition from STEM backgrounds into quantitative finance. My approach focuses on mastering the institutional standards of elite firms, providing students with the "insider" perspective required to secure and excel in front-office roles.
Interview Prep

Interview Prep

I provide an insider’s perspective on the recruitment process at Tier 1 investment banks, drawing on my experience as an Executive Director and desk head who led global trading teams. My coaching goes beyond standard answers to focus on the technical "ground truth" and behavioral excellence required for front-office roles, including intensive preparation for "Superday" interviews. Leveraging my background in Electrical Engineering and quantitative finance, I help candidates master the rigorous technical assessments and case studies used by elite firms in New York, London, and Singapore.
Project Management

Project Management

I specialize in teaching the practical application of project management within the fast-paced fintech and institutional finance sectors. As an Electrical Engineer and former Executive Director, I have spearheaded the rebuilding of multi-billion dollar electronic trading platforms, managing everything from software development cycles to global regulatory compliance. My methodology focuses on "hands-on" execution, teaching students how to manage complex stakeholders, reduce system latencies, and lead technical teams through the successful launch of innovative financial technologies
Real Estate

Real Estate

Investor across SFR, Multi-Family, Syndicate and alternative investments. Have purchased, managed and sold real estate and currently operate as a full time real estate professional. Can help with filtering for and managing investments as well as helping with significant tax beneficial strategies.
Series 63

Series 63

As a former Executive Director at Jefferies and Head of US Treasury Trading at TD Securities, I have spent over a decade managing $15B balance sheets involving US Treasuries, Futures, and interest rate derivatives. I hold the FINRA Series 3, 7, 24, and 63 certifications and have a deep, practitioner-level understanding of the commodities and futures markets. My approach focuses on bridging the gap between exam theory and real-world trading logic, helping students master complex margin requirements, hedging strategies, and regulatory frameworks.
Finance
Microsoft Excel
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Hourly Rate: $150
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