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Stephen F.

Effort, PA

$55/hour

Seasoned Financial Operations Specialist

In-person lessons

$55/Hour


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Kingsborough Community College
Marketing

Education

Kingsborough Community College (Marketing)

About Stephen

I have over 22 years in the Financial Services industry of which 15 years was employed at JP Morgan. My core expertise includes investor onboarding, investor services, AML/KYC, operational risk management, operations process reviews and financial systems/software implementations.

Primary investment products that I have experience in is Alternative Investments. This includes Hedge Funds, Hedge Fund of Funds and Private Equities. I also have experience in equities, bonds (fixed Income), foreign exchange trading, derivatives and futures/options. I spent over 7 tears on the New York Mercantile Exchange (NYMEX) in the energies and metals divisions. I was a clerk, a trader and a trading floor operations supervisor handling futures and options in crude oil, heating oil and gasoline as well as gold, silver and copper.

I have the ability to convert complex financial verbiage and language to more simplified terms that students and those who wish to learn about the financial markets easier to understand. I have excellent verbal and written communications to get my point across without confusing the reader or listener.

If you wish to learn more about the financial markets, the investment products and the operations that work behind the scenes, please contact me and I will make the learning experience less daunting and easy to understand.
I have over 22 years in the Financial Services industry of which 15 years was employed at JP Morgan. My core expertise includes investor onboarding, investor services, AML/KYC, operational risk management, operations process reviews and financial systems/software implementations.

Primary investment products that I have experience in is
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Policies
Cancellation
24 hours notice required
Travel Radius
Travels within 20 miles of Effort, PA 18330
In-person lessons
Business:
Business,
Finance

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.

Business

I have over 22 years in the financial services industry and within these twenty two years, I have gained much experience in the financial markets and the operations that are associated with them. I have experience in training teams and giving presentation sessions to teach mid to large size groups on financial operations and the compliance regulations that are set forth by corporations and governmental institutions. I have been commended by my peers and senior management on the training sessions I have provided.

Kingsborough Community College
Marketing

Education

Kingsborough Community College (Marketing)

Hourly rate

Standard Hourly Rate: $55.00

Cancellation: 24 hours notice required

Travel policy

Stephen will travel within 20 miles of Effort, PA 18330.