Adjunct Professor Corporate Trainer
Resume:
Peter A. Gibowicz
Danbury, CT 06811
*****@****************.***
E MPLOYMENT
Sacred Heart University, Fairfield, CT
Adjunct Professor Finance Department
April 2024 – present
Bull & Bear Training Co., Inc.
Financial Training Consultant / Corporate Trainer
May 1993 – present
PUBLISHING / MATERIAL DEVELOPMENT
Write and edit easy-to-follow instructional guides; and aided in the development and testing of computer-based-training, Learning Management Systems (incl. BlackBoard), and e-distance learning to help individuals study for FINRA, NFA, and NASAA administered qualification exams
Research and incorporate new and/or revised Self-Regulatory Organization rules, Federal securities laws, and Federal tax laws into instructional materials to keep them current
Review FINRA Member Notices to integrate information into study materials
Respond as a SME (Subject Matter Expert) to content-related questions regarding the FINRA/NASAA/CFTC licensing exams
Using CRM, ensured data integrity of regulatory content pertaining to the securities industry, including updating, verifying, and adding new relevant content to securities exam prep INSTRUCTION / CONSULTATION
Teach financial classes and/or securities examination preparation curriculum nationally for among the following companies – in-person and remote/virtual class sizes from 1 to over 100 people:
Allstate and American Stock Exchange
Bank of America
Charles Schwab and Citigroup
Fidelity Investments
Greenwich Capital Markets
Instinet
JP Morgan
Merrill Lynch and Morgan Stanley
Oppenheimer
Robinhood and Royal Bank of Scotland
TD Ameritrade and T-Rowe
UBS
Wells Fargo
DESIGN / PROMOTION
Designed and updated original website and content for a securities training school
Promoted and marketed abridged versions of stockbroker licencing exam books Citicorp Investment Services, Long Island City, NY Product Trainer / Assistant Manager
March – November 1994
Ensured that Investment Consultants had necessary product knowledge to make suitable recommendations to customers based on investors' financial profiles and investment objectives
Aided in the development and implementation of instructional materials for training programs which assisted registered reps in helping customers formulate investment and financial goals
Created a computer-driven algorithm which generated a buy/sell/hold list for closed-end funds
Developed an EXCEL macro which the trading area used to count and code all incoming calls E DUCATION
University of CINCINNATI, Cincinnati, OH
MASTER OF BUSINESS ADMINISTRATION
CONCENTRATION: FINANCE
June 1996
University of MASSACHUSETTS, Amherst, MA
BACHELOR OF SCIENCE, PSYCHOLOGY
December 1989
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