Award-Winning CFA Tutors serving Greece, NY

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.

...and my teaching style is conversational. I am a certified public accountant and chartered financial analyst. I enjoy teaching others about difficult subjects.I have an undergraduate degree in management and accounting and a masters in business with a concentration in accounting. I also have extensive knowledge and experience tutoring macro and micro economics.

...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 you are...

...exam for the gold standard in investment management and analysis. My degree is in financial calculus (management), economics, and entrepreneurship. Professionally I'm a equity trader, software business to business account executive (sales), and small business owner (music and art). I will work with you to find a study style that meets your needs, help you...

I'm a financial professional working in private equity and have strong math, financial, accounting, economics, and science background. My undergrad was in engineering so I am well-versed in a wide variety of topics and look forward to helping you!

...years experience performing financial analyses on firms, building 3-statement financial models, analyzing treasury and derivative instruments, performing treasury accounting, analysing financial statements, and conducting long and short-term financial forecasting. From my background and formal training over many years, I have become an Microsolf Excel Power user and also a superior user of Power BI that...

...they just understood a concept that had eluded them. Most of my teaching experience 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...

...teaching assistant for my Finance professors and helped my fellow students understand concepts that were not clear. I have also helped my fellow CFA candidates with concepts and practice questions and have tutored O levels students with Math problems. Since graduation I have been involved in the field of finance and investments and have helped...

...in execution trading at top financial institutions, I bring a practical, hands-on approach to CFA and Series 7 tutoring. My teaching is rooted in my own academic success, having graduated Magna Cum Laude with a BBA in Corporate Finance & Alternative Investments from University of Massachusetts-Amherst. I'm passionate about helping students not only succeed but...

...Certified Public Accountant of Kenya (CPA), Certified Information Systems Auditor (CISA), and New York Broker Dealer Certifications (Series 7 and Series 63), I bring a wealth of expertise and experience to the table. My journey in the corporate sector has equipped me with invaluable insights into the intricacies of finance and business management. However, it's...