An insider perspective on the financial services landscape in Connecticut. Connecticut is home to some of the largest financial services companies in the world. My six years at Fidelity gave me a deep understanding of this market.

Beyond the licenses, these exams taught me valuable lessons about preparation and discipline. Each exam required hundreds of hours of study.

The most important skill in financial services is not technical, it is relational. Clients do not care how much you know until they know how much you care.