Award-Winning CFA Tutors serving Huntersville, NC

...currently mentor several professionals and am tutoring one for the CFA Level 1 exam. I am also an expert in all aspects of the GMAT. I enjoy teaching the most when I see the light of understanding turn on in the student and not just academically but with real-world applicability whenever possible (especially regarding investing)....

I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.

...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 define a program, and determine steps for your mastery. I'm easy...

...students - understanding 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...

...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 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...

...I was the 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...

...With a background 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...

...complex concepts into simple language and teach students in an easy-to-understand manner. I am also an MBA graduate with a GMAT score of 660 and an IELTS score of 8. I look forward to teaching students to help them achieve the same results I did using the most suitable approach right from the get-go.

...have 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...

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.

...consulting industry, where I honed my problem-solving and communication skills. Driven by a desire to further expand my knowledge and skills, I embarked on a new path and pursued an MBA at Yale School of Management. During my time there, I not only gained a comprehensive understanding of business principles but also delved into the...

...in the field of economics or finance, as well as all three levels of the CFA exam and both levels of the CAIA exam. I have long had a passion for teaching and pride myself on being able to distill complex topics into more understandable concepts. I have a lot of experience with standardized tests...

...(Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is a gift to me.

...received my MBA from Rockhurst 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...

...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...

Learn from a finance industry professional with nearly 2 decades of experience. Formally trained in Economics with an MBA in Finance. I am also a CFA Charterholder. My talent in explaining difficult concepts easy to understand!

...explore practical applications. 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...

...spent 30 years in the investment industry managing equity portfolios and as a research analyst. I am also a commercial instrument multiengine pilot. I'm looking forward to giving the help kids and young adults may need in Algebra in a stress free fun but productive environment. If there are any student pilots out there, I...

...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 as a Director of Finance for a Private...

...CFA 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...