- June
MS Word 2003 Level 2- 6/4
Equity Markets - 6/9
MS Excel 2003 Level 2- 6/11
Equity Trade Lifecycle - 6/16
Business Writing - 6/18
Presentation Skills - 6/25
- July
Brokerage Accounting Practices & Regulations - 7/8
Brokerage Operations - 7/9
MS PowerPoint Level 1- 7/9
Bond Trade Lifecycle - 7/16
Customer Protection Rule 15c3-3 - 7/22
Private Banking Practices - 7/28
Net Capital Rule 15c3-1 - 7/29
Global Trade, Settlement & Custody - 7/30
About Jerry O’Connell:
Jerry is a 30+ year veteran of the industry with real world experience in business processes and related technology. Along with his associates, he is dedicated to assisting firms in remaining competitive and compliant, with the ability to process business volumes without limits as to staff, procedures or applications. Visit www.jeremiahassociates.com for more details.
For more information about our services and learning programs, please visit our website:
www.jeremiahassociates.com
Delivering real-world solutions for business challenges.
