Award-Winning CFA Tutors serving Lodi, CA

...as I can remember. I love sharing this passion with those looking for help and support along their academic and professional journey. I have a Bachelors degree in Accounting from Florida Gulf Coast University in sunny Florida and a Masters degree in Accounting from the Fischer School of Accounting at the University of Florida. (Go...

...history of rising in duties and responsibilities throughout career. Have worked within investment and actuarial consulting firms. Able to analyze market data to support valuation conclusions primarily related to equity and debt investments. Several years of experience performing valuation of pension liability amounts based on projected future cash flows. Excellent communication, presentation and interpersonal skills....

...(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.

...am CPA(USA), CIA(USA) and CFA (Level 1 and 2 passed). Beside that I have approx. 14 years of audit and assurance multi-cultural experience across Big 4 firms like PwC and Deloitte at Dubai, London, Karachi and New York. I am specialized in teaching CPA (certified Public Accountant), CFA (chartered Financial Analyst) and CIA (certified internal...

...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 MT5 that will shortly be offered to clients. And finally, I am a CFA level 2 candidate, holding an MBA in finance from Pace University,...

...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...

...prior roles 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...

...I have also had experiences in my professional life where I have had to explain subject matter to both peer colleagues and senior colleagues. The areas I am looking to tutor are Finance, Investment Analysis, Introductory Financial Accounting, and Statistics. My favorite subject to teach is securities valuation because a lot of the concepts can...

...finance 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...

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.