Award-Winning CFA Tutors serving New York

A Master's in Financial Analysis from Rutgers University. I have 7+ years of experience in Finance and Technology. Professional Skills: ------------------- Accounting (GAAP) Financial Planning & Analysis Technology (SQL, SAP, SAS, Tableau,R etc.) ERP P&L Management Budgeting & Forecasting Project Management (PMP, AGILE) Risk Management

...risk, and developing optimal trading strategies from both a fundamental and technical perspective. In addition to my professional experience, I am highly analytical, detail-oriented, and have a strong product knowledge through my CFA candidacy and academic pursuits. I am excited to continue my learning and provide some of the knowledge I've gained throughout my career.

...academic background, real-world financial experience, and a passion for mentorship and community service, I am well-suited to guide students in both finance and test preparation. Whether you're struggling with complex financial models or aiming to ace standardized tests, you'll find in me an expert tutor ready to assist you every step of the way.

...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 also been a n adjunct university finance professor for 9 years that taught master's and undergraduate finance classes. I received my MBA from Rockhurst University in Kansas City, MO....

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.

...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 the most suitable approach right from the...

...believe in the potential for any student to achieve an A in every course and in every assignment. More so than a grade, my goal is to help students fall in love with the process of learning. Feedback from successful students has allowed me to recognize how effective the approaches toward tutoring mine have been...

...in Accounting from the Fischer School of Accounting at the University of Florida. (Go Gators!) Post graduation I obtained my CPA while working in Big 4 public accounting. Since then I've worked in back and middle office roles at some of the largest banking institutions in the world. I'm excited to bring my education and...

...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 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...

...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 and have learned methods of study to optimize both understanding the knowledge base and learning key...