Award-Winning CFA Tutors serving Fountain Valley, CA

...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 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...

...experience performing valuation of pension liability amounts based on projected future cash flows. Excellent communication, presentation and interpersonal skills. Comfortable being a part of senior management with the ability to influence decision makers. Able to translate complicated technical information in a straightforward and cohesive manner that is easily understood by varying audiences. Consistently manage multiple...

...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 Cum Laude honors and an MBA with distinction from the NYU Stern School of Business with Dean's Award...

...passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until...

I enjoy helping students learn material in a way they can remember and apply in future coursework.... Perseverance trumps brilliance every time. Ask questions and work hard, and there's nothing you won't be able to understand.... I would begin by asking a few questions to see where a student is. I would then provide a useful note sheet and go over a refresher of some of the concepts we would be focusing on.

...many years, I have become an Microsolf Excel Power user and also a superior user of Power BI that is used for creating powerful information visualizations. I will be happy to share my knowledge to assist students gain a solid grasp of these tools. I have also developed a number of algorithmic trading systems in...

...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.

...connect theoretical knowledge with practical applications, ensuring students understand the relevance of their studies. I am dedicated to creating a supportive learning environment where students feel empowered to ask questions and engage deeply with the material. I am currently preparing for the CFA Level 3 exam, which keeps my knowledge fresh and allows me to...

...related courses including corporate finance, behavioral finance, derivative instruments and alternative investment assets. I believe in connecting classroom or theoretical finance concepts and real world applications. In my experience once a student is helped to make this connection, they almost never forget the subject matter. Outside of academia, I love reading ( fiction and non-fiction),...

...program, from 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...