Award-Winning CFA Tutors serving Rhode Island

...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 I performed complex financial analyses before subsequently working in Private Equity. Most recently,...

...tutor the students. I possess a Master of Business Administration degree and have also completed Specialized Corporate finance courses from UC Berkeley. I have taught 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 context of the exam in question, explain the complex in easy-to-understand terms, and seek feedback. In my other time, I engage in reading (mostly sci-fi), writing/speaking (articles/books) and arithmetic (manage hedge fund strategy). I am also an officer in Mensa US and serve on the board of the Spina Bifida Association of Northeastern New...

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!

...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 to work with you...

...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 until you are confident...

...experience performing financial analyses on firms, building 3-statement financial models, analyzing treasury and derivative instruments, performing treasury accounting, analysing financial statements, and conducting long and short-term 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...

...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 hedge fund). In addition...

...and commodity exchange settings. - Insightful CFA exam grader with deep understanding of exam requirements. - Successful stint in hedge fund environment, enhancing market insight. - Former Head of Trading Risk at major clearing house, overseeing significant operations. - Aims to mentor CFA candidates, combining rich industry background with exam expertise. Marine engineering degree MBA...

...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 you to find a study style that meets your needs, help you define...