Award-Winning CFA Tutors serving North Bay, CA

...portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM

...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 a gift to me.

...do hold the Chartered Financial Analyst (CFA) designation. I have also been a grader of the level III CFA exam many times. I also am a Certified Financial Planner (CFP). I do enjoy tutoring investment management, corporate finance and financial planning. I believe finance is an art form that may not always have one answer....

...am a CPA and CFA III candidate. Looking to tutor students and professionals in finance and accounting. I know how challenging business topics and professional exams can be at first, based on my own personal experience. I am hoping to be a mentor and guide those who are looking to follow in a similar path...

...including an MS in Finance from the University of Iowa and MBA from Symbiosis. Possessing over 11 years of adeptness in financial planning, forecasting, and analysis. Demonstrated success in implementing strategies to drive business growth and enhance profitability. Proficient in analyzing financial data, developing models, and delivering insightful reports to facilitate decision-making.

...am a CFA charter-holder and a graduate from a top Business School in the US. I have years of experience tutoring peers in 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...

...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 to talk to, a good listener, and have a good sense of humor. I will...

...Finance specialization courses at the college level to MBA students and to corporate professionals for a specialized part-time MBA program. I have more than 10 years of working experience in the field of Financial Service Industry and Corporate Finance field which I believe would be a great addition to the skillset that I can bring...

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.

I am a tutor with experience in Finance, Accounting and Economics. I am happy to help students learn and advance their professional and academic careers. Personally, I am married with three kids. I teach online in the subjects mentioned above. While working professionally in finance is my occupation, teaching is what I truly love.

...that will shortly be offered to clients. And finally, I am a CFA level 2 candidate, holding an MBA in finance from Pace University, where I was a Graduate Teaching Assistant in the Management Science department. Here I tutored and lectured Quantitative Analysis, Quantitative Methods, and Statistical Analysis to graduate and undergraduate students.

...try to present material in a way that is relevant to the student, particularly that student who doesn't have a strong background in the subject. I have been tutoring and mentoring for many years, and find that my own understanding of a subject is improved with each person I that I teach. I hold a...

...markets and use that foundation to make a wide range of academic concepts practical, relevant, and engaging. I focus on meeting students where they are in their academic or professional journey, adapting lessons to align with their interests and goals. I also take the time to understand each student's unique background and motivations, creating a...

...am very excited to help students and professionals in the areas of finance, accounting, valuation, 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...

...grasp the material but also develop a deeper understanding of the subject matter. As a tutor, my goal is to empower my students to excel academically and professionally. Whether it's demystifying financial principles, preparing for professional certifications, or guiding aspiring professionals towards their career goals, I am committed to providing personalized guidance and support every...

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.

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

...is an experienced financial services professional with experience spanning investment research, corporate strategy, corporate development/M&A, innovation strategy and change management. He has held 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...