"I have helped many students pass the FINRA exams, and young professionals develop their wealth mgmt career - and I'm very affordable! I enjoy seeing young professionals achieve their goals in working in financial services. I live in Connecticut and I am now retired after 25+ years as a financial services industry professional. I have a BS in Management, Minor in Accounting from Providence College and my MBA from Northeastern University in Boston.

My teaching style focuses on understanding your background, previous studies in finance, professional goals and how you learn. For FINRA exam prep I target the units that are the most challenging and understanding the fundamentals of a topic, how it relates to real-world practices, including capital markets and portfolio management. I am energetic and enjoy seeing students succeed and achieve their professional goals.

I held the FINRA Series 7, 6, 24, 65 and 4 in management roles with broker/dealers (Fidelity, DE Shaw/FarSight Financial) and wealth managers (Athena Capital, Windrose Advisors). I managed broker/dealer & RIA operations, trading, compliance and client services. I have an excellent understanding of investments across all asset classes, including hedge funds, PE/VC and other alternative investments.

I also work with HS students on their college essays & supplemental questions and young adults develop their securities industry and wealth management careers.

I have been part of investment firm startups and Fintech startups including Athena Capital Advisors, Arrakis for JP Morgan, and FarSight Financial for DE Shaw & Co. I more recently was a Real Estate agent for 2 years with Houlihan Lawrence Wareck D'Ostilio in Southeastern CT. I now manage homes on Airbnb for myself and a small number of clients, including our working farm in NH.

I have worked with young adults on college applications for years, and I have helped college grads with their career dev including resumes." less...