Education & Certification
- University of California-Los Angeles - Bachelor of Science, Economics
Subject Expertise
- Series 87
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 7
- +10 subjects

Mary: Series 87 test prep instructor
Certified Series 87 Prep Instructor
...Tokyo, Hong Kong. My assignment was in the bank's headquarters of Zurich, Switzerland within the Treasury Group where I priced, hedged, executed, and made markets on OTC derivatives, structured product and warrants held by the coveted AAA balance sheet. This multi-year experience proved to be mutually beneficial both to my professional career, as it was for the bank's global securities businesses (particularly US Equities and Swiss Treasury) that I diligently represented resulting in increasing customer...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 87
- Series 55
- Series 7
- Series 79
- +109 subjects
Education & Certification
- Shandong Finance Institute - Bachelor in Arts, Marketing
- The Texas AM University System Office - Master of Science, Finance
Subject Expertise
- Series 87
- CFA
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +22 subjects
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