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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • CEO and Founder
      • Jan 1993 - Present

      - Successfully trained over 500,000 financial planners, brokers, traders, and investment bankers to pass their required FINRA exams and acquire the knowledge necessary to excel in their careers - Offered a traditional classroom experience, live online interactive courses, financial education seminars, customized training solutions for corporations, and private one-on-one instruction - Created and delivered programs geared for everyone from interns and international students to… Show more - Successfully trained over 500,000 financial planners, brokers, traders, and investment bankers to pass their required FINRA exams and acquire the knowledge necessary to excel in their careers - Offered a traditional classroom experience, live online interactive courses, financial education seminars, customized training solutions for corporations, and private one-on-one instruction - Created and delivered programs geared for everyone from interns and international students to advisors and executives Show less - Successfully trained over 500,000 financial planners, brokers, traders, and investment bankers to pass their required FINRA exams and acquire the knowledge necessary to excel in their careers - Offered a traditional classroom experience, live online interactive courses, financial education seminars, customized training solutions for corporations, and private one-on-one instruction - Created and delivered programs geared for everyone from interns and international students to… Show more - Successfully trained over 500,000 financial planners, brokers, traders, and investment bankers to pass their required FINRA exams and acquire the knowledge necessary to excel in their careers - Offered a traditional classroom experience, live online interactive courses, financial education seminars, customized training solutions for corporations, and private one-on-one instruction - Created and delivered programs geared for everyone from interns and international students to advisors and executives Show less

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