Award-Winning CFA Tutors serving Edmond, OK

...which I successfully obtained my Charter. I have spent the entirety of my professional career in corporate finance, accounting/controlling, and investing, specifically in technology, media/internet, and telecommunications, from startups to multinational corporations, domestically and internationally. Along the way, I have worked for FTI Consulting, ProSiebenSat.1, BBC Studios, and Whitman Capital (a tech-focused hedge fund). In...

...teaching CPA (certified 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...

...my students by tailoring my approach to their individual learning styles, ensuring that they not only grasp the concepts but also develop confidence in their abilities. I am dedicated to helping each student achieve their academic goals and realize their potential in the finance field. My interests include: fashion, street jazz, travel, and cooking.

...grader of the level III CFA exam many times. I also am a Certified Financial Planner (CFP). I do enjoy tutoring investment management, corporate finance 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...

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.

...While I 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...

...are finance, accounting, investments, statistics and economics. I have had my own investment management firm for a decade. I am a CFA charter holder. I promise to make your learning experience thorough and add a little humor from time to time. You will leave with a better sense of the subject matter.

...is encouraged, and success becomes inevitable. I believe that education is not just about acquiring knowledge; it's about unlocking potential and fostering growth. With my diverse skill set, comprehensive knowledge, and unwavering dedication, I am confident in my ability to inspire, motivate, and mentor the next generation of finance professionals. Together, let's embark on a...

...how they learn and then tailor my instruction/help accordingly. I make things simple to understand with examples, analogies and relevant real-life anecdotes. I understand the challenges a student faces as I have successfully put four children through Big Ten and similar universities all the way to an MBA. They all work for major corporations with...

...Post graduation I obtained my CPA while working in Big 4 public accounting. Since then I've worked in back and middle office roles at some of the largest banking institutions in the world. I'm excited to bring my education and 10+ years of professional experience to help others learn accounting, finance, and other business disciplines.