Award-Winning CFA Tutors serving Rhode Island

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

...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...

...Chartered Financial Analyst with over 15 years work experience in financial and healthcare services across the areas of financial planning & analysis, financial product control and risk management. My experiences tutoring started in my undergraduate days, where I tutored fellow students in the subject areas of basic algebra, calculus and statistics. I have also had experiences...

...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 with a solid foundation in both scientific inquiry and analytical thinking. After graduation, I spent several years working in the consulting industry, where I honed...

...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 used for creating powerful information visualizations. I will be happy to...

...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 non-fiction), taking long walks to nowhere(the best way to think!) and working out.

...York Broker Dealer Certifications (Series 7 and Series 63), I bring a wealth of expertise and experience to the table. My journey in the corporate sector has equipped me with invaluable insights into the intricacies of finance and business management. However, it's my passion for education and mentorship that truly drives me. With four years...

...I'll have accomplished my job if I can be a foundational block to getting you closer to your goal. I graduated with a degree in Psychology and a minor in Economics. Since graduation, I worked in asset management as a portfolio manager while pursuing my CFA, and recently founded my own firm. Currently, I am...

I'm a financial professional working in private equity and have strong math, financial, accounting, economics, and science background. My undergrad was in engineering so I am well-versed in a wide variety of topics and look forward to helping you!