Award-Winning CFA Tutors serving Davis, CA

...am Eagle Scout and hold the Chartered Financial Analyst designation. I have worked and traveled the globe, including time spent in institutional money management at Citigroup and UBS in London, England as well as in entrepreneurial hedge fund management across America (CA, CT, AL). Along the path, I taught college-level finance classes to acclaim and...

...and portfolio management * Investments in equity, fixed income and alternatives * Financial statement analysis and corporate finance * Investment management and risk management I graduated from Yale School of Management with an MBA and had a Master of Science in Computational Finance from Tepper School of Business, Carnegie Mellon University. I became CFA charter...

...continued my studies in liberal arts, slowly but surely I developed a passion for finance which guided me beginning my career at a multi-family office advising clients in portfolio management. While working in a number of roles through my 20s, I attained my CFA Charter. It would be my pleasure to work with you on...

...the University of Pennsylvania. I also am a Chartered Financial Analyst (CFA) with extensive experience in the financial and investment industries. Before entering industry, I was an Assistant Professor of Economics at Rutgers University. I have a passion for helping make complex topics understandable to students and applying concepts to real life situations.

...mix of professional experience and educational foundation which allows me to bring context and examples to topics in order to help students fully understand the concepts being learned. I initially received an undergraduate degree in Information Systems from Texas Tech University and went to work for ExxonMobil as an applications developer and project manager. During...

...Accountant of Kenya (CPA), Certified Information Systems Auditor (CISA), and New York Broker Dealer Certifications (Series 7 and Series 63), I bring a wealth of expertise and experience to the table. My journey in the corporate sector has equipped me with invaluable insights into the intricacies of finance and business management. However, it's my passion...

...strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM

...from point A to point B and making sure that they understand their subject areas of focus. I am a hands on coaching through encouragement type of tutor. I use 7 different formats to reach the students at their point of need. I also have experience tutoring students on the ACT and SAT. I look...

...CIA(USA) and CFA (Level 1 and 2 passed). Beside that I have approx. 14 years of audit and assurance multi-cultural experience across Big 4 firms like PwC and Deloitte at Dubai, London, Karachi and New York. I am specialized in teaching CPA (certified Public Accountant), CFA (chartered Financial Analyst) and CIA (certified internal auditor). My...

...it to be a very important, challenging and rewarding occupation. I have worked in the investment management and financial planning industry for 25 years. I currently work for a Registered Investment Advisory (RIA) firm that handles complex client relationships. I have also been an adjunct university finance professor for 9 years that taught master's and...

...and my teaching style is conversational. I am a certified public accountant and chartered financial analyst. I enjoy teaching others about difficult subjects.I have an undergraduate degree in management and accounting and a masters in business with a concentration in accounting. I also have extensive knowledge and experience tutoring macro and micro economics.

...in Economics from the State University of New York at Binghamton, a CFA charter and 10+ years of experience in the financial services industry, which equips me with a strong foundation in financial principles. My teaching philosophy centers around creating a supportive learning environment where students feel empowered to ask questions and engage deeply with...

...trading at top financial institutions, I bring a practical, hands-on approach to CFA and Series 7 tutoring. My teaching is rooted in my own academic success, having graduated Magna Cum Laude with a BBA in Corporate Finance & Alternative Investments from University of Massachusetts-Amherst. I'm passionate about helping students not only succeed but feel confident...

I'm a financial professional working in private equity and have strong math, financial, accounting, economics, and science background. My undergrad was in engineering so I am well-versed in a wide variety of topics and look forward to helping you!

...performing financial analyses on firms, building 3-statement financial models, analyzing treasury and derivative instruments, performing treasury accounting, analysing financial statements, and conducting long and short-term financial forecasting. From my background and formal training over many years, I have become an Microsolf Excel Power user and also a superior user of Power BI that is used...

...in International Economics and International Political Economy. I received a B.S. in Business Administration-Finance from the University of Southern California. I am passionate about macroeconomics, finance, investing, statistics and enjoy tutoring in those and other quantitative fields. I have been through the CFA and GMAT exam prep processes. Knowing how grueling they can be -...

Recent graduate from the Masters program in Finance from the University of Miami. Looking to help students expand their understanding of Math, Finance, and Economics.

...Officer to Chief Financial Officer and Chies Executive Officer roles. My teaching and real-world experience gives me a unique perspective when it comes to helping a student learn. I have also lectured on Wall Street in the CFA program and created e-Learning platforms and course content across Economics, Statistics, Accounting and all areas of Finance....

...education. What you are learning isn't all theory, after all. I'll have accomplished my job if I can be a foundational block to getting you closer to your goal. I graduated with a degree in Psychology and a minor in Economics. Since graduation, I worked in asset management as a portfolio manager while pursuing my...

I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.