Award-Winning CFA Tutors serving Carlsbad, CA

...University in Kansas City, MO. I received my bachelor's degree in business administration with a concentration in psychology from the University of Kansas in Lawrence. I do hold the Chartered Financial Analyst (CFA) designation. I have also been a grader of the level III CFA exam many times. I also am a Certified Financial Planner...

...Looking to tutor students and professionals in finance and accounting. I know how challenging business topics and professional exams can be at first, based on my own personal experience. I am hoping to be a mentor and guide those who are looking to follow in a similar path and further advance their careers and finance/accounting...

...in Economics from 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...

...accounting and finance case studies. In addition, I have an advanced knowledge base in microeconomics and macroeconomics concepts. On the data analytics side, I can use Python and Pandas to analyze any data in a Jupyter Notebook environment. With Python, I will help you identify & classify data, clean/wrangle, predict and interpret data using Matplotlib...

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.

Experienced portfolio manager, 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,...

...subjects pop to life, using real-world examples and applications so the student develops an intuitive understanding of the subject matter, rather than just trying to commit formulas, etc. to short term memory. My undergraduate degree was in Criminal Justice Sciences (which lead me to teaching at Cook County Jail). I have an MBA from the...

...Public Accountant), CFA (chartered Financial Analyst) and CIA (certified internal auditor). My favorite subjects are Financial reporting and Auditing as I have practical exposure along with theoretical. My philosophy is mutual participation by myself and student as I do not want one-way discourse but input from students during class in order to ensure what is...

...experience spanning investment research, corporate strategy, corporate development/M&A, innovation strategy and change management. He has held prior roles at Bank of America 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...

...myself on being able to distill complex topics into more understandable concepts. I have a lot of experience with standardized tests and have learned methods of study to optimize both understanding the knowledge base and learning key tips for synthesizing and answering questions. In my spare time I enjoy playing basketball, snowboarding, and reading fantasy...