Hello! I'm a financial services professional with 8+ years of experience across trading, risk management, and order routing. I currently have obtained my SIE, as well as Series 7, 63, 57, and 52 exams, and look forward to helping you pass these exams as well. My educational background also includes a B.S. in Economics from the University of Texas at Dallas, as well as an MBA from Southern Methodist University.
My teaching style will work with a blend of the course material you've likely...
Hello! I'm a financial services professional with 8+ years of experience across trading, risk management, and order routing. I currently have obtained my SIE, as well as Series 7, 63, 57, and 52 exams, and look forward to helping you pass these exams as well. My educational background also includes a B.S. in Economics from the University of Texas at Dallas, as well as an MBA from Southern Methodist University.
My teaching style will work with a blend of the course material you've likely been provided by either your employer or you've obtained independently, as well as a mix of real world examples when applicable to help understand material better, drawing on my experience in the industry. I'll be able to provide experience both as a trader for retail and institutional clients, as well as experience in the clearance and settlement side of the industry from my time working within settlements.
I do not have prior formal tutoring experience, however I have a track record at previous firms of assisting in colleagues preparing for their licensing exams, and training new hires on systems and procedures at these firms. I hope to do whatever I can to help any student that comes to me pass their licensing exams confidently.
