Award-Winning CFA Tutors serving Rockford, IL

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.

...Math, or Accounting work, or 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...

...have an excellent and well rounded mix of professional experience and educational foundation which allows me to bring context and examples to topics in order to help students fully understand the concepts being learned. I initially received an undergraduate degree in Information Systems from Texas Tech University and went to work for ExxonMobil as an...

...professional with over 15+ years 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...

...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.

...practical experience in: * Derivatives pricing, analytics, and portfolio management * Investments in equity, fixed income and alternatives * Financial statement analysis and corporate finance * Investment management and risk management I graduated from Yale School of Management with an MBA and had a Master of Science in Computational Finance from Tepper School of Business,...

...that "aha moment," realizing they just understood a concept that had eluded them. Most of my teaching experience has been at the college level, teaching and tutoring business classes in finance, financial accounting, marketing and economics. My first job out of college was teaching a GED class at Cook County Jail, with a focus on...

...Business School, and hold both CFA and CAIA Certificates. I can help you with anything in the field of economics or finance, as well as all three levels of the 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...

...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 Gators!) Post graduation I obtained my CPA while working in...

I am a recent grad from Providence College, dual degree in Finance and Math. Prior to Varsity Tutors, I had 3 years of tutoring subjects ranging from Math, Statistics to Finance and Accounting