Award-Winning CFA Tutors serving Alexandria, VA

...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...

...Master's degrees, including an MS in Finance from the University of Iowa and MBA from Symbiosis. Possessing over 11 years of adeptness in financial planning, forecasting, and analysis. Demonstrated success in implementing strategies to drive business growth and enhance profitability. Proficient in analyzing financial data, developing models, and delivering insightful reports to facilitate decision-making.

...in solving accounting related problems. Quickbooks is the concentration of my professional practice. I am a QuickBooks Pro-advisor and I am ready to help clients with the software as well related accounting issues. Insurance license exam is another area of my expertise, as I have nailed the exam after fairly short period of preparation. I...

...and financial planning. I believe finance is an art form that may not always have one answer. My style is one of calmness and patience with students. I may not always have the answer right away but will get it. I do also believe the basics are completely understood before we move on to more...

...subjects are the theory of the firm, portfolio theory (capital allocation to risky assets, optimal risky portfolios, risk and return); the Capital Asset Pricing Model (CAPM); security analysis (macroeconomic and industry analysis, equity valuation models and financial statement analysis). I currently work as an analyst at a small business development agency. Some of my hobbies...

...has been at the college level, teaching and tutoring business classes in finance, financial accounting, marketing and economics. My first job out of college was teaching a GED class at Cook County Jail, with a focus on math and English. I am a strong believer in making what seems to be dry or boring subjects...

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.

I am passionate about teaching and mentoring. I have been teaching students from middle school to college and covered many different subjects including but not limted to pre-algebra, algebra, geometry, statistics, admision exams such as SAT and GRE, various languages such as Korean and Mandarin.

...Merrill Lynch, JPMorgan Chase, The Federal Reserve Bank of New York, ISI Group (now Evercore ISI) and in renewables/infrastructure private equity. He received a B.A. from Washington University in St. Louis with Magna Cum Laude honors and an MBA with distinction from the NYU Stern School of Business with Dean's Award honors (awarded to top...

...MBA with an emphasis in finance from USC, I tutor Finance students and CFA candidates preparing for the Levels 1 and 2 exams. Having had careers in finance and education, my objective as a finance tutor is to explain concepts in straightforward terms with everyday examples. I aim to give life to the dynamics and...