Doug Carroll

Doug Carroll Email and Phone Number

CFA Content Specialist at UWorld @ UWorld
Doug Carroll's Location
Coppell, Texas, United States, United States
Doug Carroll's Contact Details

Doug Carroll work email

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About Doug Carroll

Financial instruments and markets training specialist, high energy, interactive classroom presenter and effective communicator in both VILT and digital training content. Varied experiences in sales, trading and investment management allow me to draw upon an unusually broad range of professional activities to connect training session content to attendees' day to day activities. Hands-on experience in the markets is supplemented by a rigorous grounding in the legal, regulatory and theoretical aspects of the financial markets gained while earning numerous professional licenses and pertinent college degrees, including master’s degrees in finance and economics.Adept at working effectively with diverse audiences in a variety of contexts; audiences and topics have run the gamut from “Capital Markets Overview” for industry neophytes to “Advanced Derivatives” for portfolio managers and trading desk personnel; comfortable delivering presentations to large audiences as well as conducting one-on-one or small group tutoring. While I most enjoy classroom training because of the immediacy of interaction and the ability to read the audience, I do have extensive experience with distance learning delivered via live webinars or video conferences as well as having developed digital training programs. I’ve had the good fortune to deliver training sessions in most of the major financial centers in Asia, Europe and the Americas.Partial list of program subject matter of training sessions over past several years:Bond MathCapital Market OverviewCapital Market EconomicsCommodity FuturesConvertible Securities and Equity Structured NotesEquity DerivativesFixed Income AnalyticsInterest Rate Futures and SwapsIntroduction to Derivative Products – Futures, Options and SwapsIntroduction to Fixed Income ProductsInvestment MathematicsMortgage Backed SecuritiesOption Pricing Portfolio ManagementYield Curve Analysis

Doug Carroll's Current Company Details
UWorld

Uworld

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CFA Content Specialist at UWorld
Doug Carroll Work Experience Details
  • Uworld
    Cfa Content Specialist
    Uworld Mar 2019 - Present
    Dallas, Texas, Us
  • Daitac (Derivatives And Investments, Training And Consulting)
    Managing Principal
    Daitac (Derivatives And Investments, Training And Consulting) Sep 1984 - Present
    Financial training/consulting September 1984 - Present, full time since June 1998. Deliver impactful learning solutions on a broad array of topics related to financial instruments and markets. Specialize in classroom delivery of training typically related to one or more types of financial instruments (equities, fixed income, options, futures and/or swaps) usually with a focus on some combination of the following perspectives: contract characteristics; analysis/valuation; trading markets; investment or risk management applications. Extensive experience with design and development of classroom training programs as well as the design, development and delivery of digital and distance learning solutions.Investment Counseling/Advisory January 1992 - June 2008. Assignments included securities analysis, business valuation, trading strategy/portfolio evaluation.
  • Citicorp
    Director Investment Curriculum
    Citicorp Nov 1996 - Jun 1998
    The Citibank Private Bank. Responsible for curriculum supporting the investment related training requirements of over 3600 staff members worldwide. Primary duties included: supervising the maintenance and updating of existing training programs; identifying training needs/solutions for investment sales and trading units; investment training program design, development and delivery
  • Citicorp
    Investment Training Manager
    Citicorp Sep 1995 - Nov 1996
    The Citibank Private Bank. Responsible for delivery of training programs for US based sales and trading personnel, primarily concerned with financial instruments and related investment or trading strategies (e.g. derivatives, mutual funds, asset allocation, etc.). In conjunction with compliance department coordinated the design and delivery of securities supervisory procedures and compliance training.
  • Citicorp
    Director Investment, Operations And Systems Training
    Citicorp Sep 1994 - Jul 1995
    Citicorp Investment Services. Lead team of 8 professionals responsible for managing the development and delivery of training programs on the above areas for national sales force.
  • Citicorp
    Fixed Income Trader/Analyst
    Citicorp Mar 1994 - Sep 1994
    Citicorp Investment Services. Trading desk position entailing advising brokers on their clients’ portfolios and trading strategies as well as the execution of treasury and municipal securities transactions.
  • Citicorp
    Director Investment Product Training
    Citicorp Mar 1993 - Mar 1994
    Citicorp Investment Services. Reporting to Chief Investment Officer, hired to institute expanded training effort to support rapid growth of business. Managed the design and implementation of extensive training program intended to facilitate cultural change for banker transitioning to securities sales positions.
  • New York Institute Of Finance
    Director Custom Training Services
    New York Institute Of Finance Jan 1991 - Mar 1993
    New York, Ny, Us
    Managed all aspects of product line: sales; design, development and delivery of tailored financial/investment training programs; coordinating the activities of others in these same endeavors.
  • New York Institute Of Finance
    Senior Securities Consultant
    New York Institute Of Finance Feb 1988 - Jan 1991
    New York, Ny, Us
    Delivered training programs on a wide range of topics, mostly in the areas of derivatives, fixed income and securities analysis, but ranging to financial statement analysis to macroeconomics to introduction to the capital markets.
  • Longman Financial Services Institute
    Manager Curriculum Development
    Longman Financial Services Institute Mar 1986 - Jun 1987
    Responsible for the organization and supervision of a newly created department tasked with developing and revising text materials for ten securities and commodities futures licence examination preparatory courses.
  • Longman Financial Services Institute
    Senior Writer/Instructor
    Longman Financial Services Institute Apr 1985 - Mar 1986
    Developed new and revised existing course materials; used as showcase instructor to enter new markets or for key client programs; trained new instructors.
  • Security Schools Inc.
    Branch Manager/Senior Instructor
    Security Schools Inc. Jan 1983 - Apr 1985
    Supervised the marketing, administrative and personnel functions of the Chicago office, (staff - 5 professional and 3 clerical); taught full range of the firm’s course offerings (20+ license examination preparatory programs)
  • Security Schools Inc.
    Instructor
    Security Schools Inc. Mar 1981 - Jan 1983
    Responsible for presenting license examination preparatory courses for securities, commodities and insurance industries.
  • Madda Trading Company
    Account Executive
    Madda Trading Company Jun 1979 - Sep 1980
    Marketed firm’s commodities brokerage services to and consulted with speculative and hedging clientele. Dealt primarily with interest rate, currency and grain and futures.

Doug Carroll Skills

Equities Risk Management Capital Markets Fixed Income Derivatives Investments Financial Modeling Financial Analysis Financial Markets Portfolio Management Wealth Management Series 7 Trading Mutual Funds Securities Financial Planning Options Strategic Financial Planning Retirement Planning

Doug Carroll Education Details

  • University Of Chicago, Graduate School Of Business
    University Of Chicago, Graduate School Of Business
    Economics
  • Northern Illinois University, Graduate School
    Northern Illinois University, Graduate School
    Economics
  • Northern Illinois University
    Northern Illinois University
    Economics
  • United States Military Academy At West Point
    United States Military Academy At West Point

Frequently Asked Questions about Doug Carroll

What company does Doug Carroll work for?

Doug Carroll works for Uworld

What is Doug Carroll's role at the current company?

Doug Carroll's current role is CFA Content Specialist at UWorld.

What is Doug Carroll's email address?

Doug Carroll's email address is da****@****ail.com

What schools did Doug Carroll attend?

Doug Carroll attended University Of Chicago, Graduate School Of Business, Northern Illinois University, Graduate School, Northern Illinois University, United States Military Academy At West Point.

What skills is Doug Carroll known for?

Doug Carroll has skills like Equities, Risk Management, Capital Markets, Fixed Income, Derivatives, Investments, Financial Modeling, Financial Analysis, Financial Markets, Portfolio Management, Wealth Management, Series 7.

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