Award-Winning CFA Tutors serving Utah

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 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.

...Lab Capital, a boutique financial consulting firm. I am a Deloitte and World Bank trained Corporate Finance 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...

...knowledge and helping students become independent learners. I think that seeking help where you are not clear is an important part of the independent learning process and it helps build confidence. I enjoy being part of that process of helping someone become more confident in what they are learning. I have an MBA from the...

...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 startups to multinational corporations, domestically and...

...of pursing a degree in Mathematics but quickly decided to dual-major in Mathematics and Economics in order to explore practical applications. While 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...

...coaching aspects of my work and that is the driving reason for providing tutoring to students. I 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...

...diverse sectors. - Proven track record in investment banking 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...

...graduate of the MBA Financial Management Program at Pace University, New York, 3.67 GPA. Passed all levels of the Chartered Financial Analyst Designation (CFA) and currently an FRM (Financial Risk Manager)-Part 2 candidate. I currently work as a business development intern at Pace SBDC. I have tutored for over 300 hours as an exceptional finance,...

...is passionate about empowering students through the process of learning. I believe in instilling students with problem solving skills to enhance their educational endeavors for a lifetime. I believe in utilizing strategies of learning from my backgrounds in Communication Studies, Women's Studies Gender Studies, and Social Work. I believe in the potential for any student...