Award-Winning CFA Tutors serving Huntersville, NC

...Arts in Finance (summa cum laude) and Master of Arts in Economics. I also am Eagle Scout and hold the Chartered Financial Analyst designation. I have worked and traveled the globe, including time spent in institutional money management at Citigroup and UBS in London, England as well as in entrepreneurial hedge fund management across America...

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.

...with the CFA level 1 and 2. The CFA is a professional 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...

...university in Texas, currently. I have working experience in several industries from Chief Operating Officer to Chief Financial Officer and Chies Executive Officer roles. My teaching and real-world experience gives me a unique perspective when it comes to helping a student learn. I have also lectured on Wall Street in the CFA program and created...

...expression change in students' faces when they have that "aha moment," realizing 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...

...pursue CFA (Chartered Financial Analyst) certification. While in university 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...

...complex financial concepts and apply them in real-world scenarios. 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...

...as a finance professional. I love to break down 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...

...63, 65, and 7 on the first attempts, and 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...

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.

...tutoring with you. With a diverse academic background and a deep understanding of test-taking strategies, I am dedicated to helping ambitious students excel in their studies and reach their full potential. I began my educational journey at Harvard College, where I pursued a major in Neurobiology and minor in economics. This interdisciplinary approach provided me...

...a Master's in Finance from the Brandeis International Business School, and hold both CFA and CAIA Certificates. I can help you with anything 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...

...am a seasoned Investment Professional holding MBA (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...

...exposure to in the past. I chose a career in finance because I find it to be a very important, challenging and rewarding occupation. I have worked in the investment management and financial planning industry for 25 years. I currently work for a Registered Investment Advisory (RIA) firm that handles complex client relationships. I have...

...graduated with a BA, MA and PhD 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...

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!

...to dual-major in Mathematics and Economics in order to 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...

...and Operations Management. I am a retired CFA who 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....

...be high school work, undergraduate/graduate level Finance, Economics, Math, or Accounting work, or CFA exam prep I graduated Summa Cum Laude (top 5% 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...

...economics, particularly those currently seeking or contemplating completing the 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...