Award-Winning CFA Tutors serving Apple Valley, CA

...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

I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.

...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. My...

...and currently an FRM (Financial Risk Manager)-Part 2 candidate. I currently work as a business development intern at Pace SBDC. I have tutored for over 300 hours as an exceptional finance, economics, statistics, accounting (financial and managerial) and CFA tutor. I have extensive experience in accounting, investment and finance case studies using Microsoft Excel. I...

...is structured yet adaptable, ensuring that students not only master the material but also develop a deeper understanding of key concepts and real-world applications. Having worked in financial analysis, investment research, and business strategy, I bring practical insights to my tutoring, helping students bridge the gap between theory and practice. Whether you're preparing for a...

...prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served...

...an experienced strategic finance professional and startup advisor. I love entrepreneurship and enjoy teaching business-related topics such as Finance and general management. I was a teaching assistant for general management while in business school. I have an MBA in Finance from University of Maryland, College Park. I also hold the CFA and CAIA designations. I...

...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.

...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 1%...

...am dedicated to helping ambitious students excel in their studies and reach their full potential. I began my educational journey at Harvard College, where I pursued a major in Neurobiology and minor in economics. This interdisciplinary approach provided me with a solid foundation in both scientific inquiry and analytical thinking. After graduation, I spent several...