Kelly

Certified Tutor

As a QuickBooks ProAdvisor and seasoned business owner with nearly 15 years of hands-on experience in manufacturing, inventory management, macroeconomics, forecasting, and all areas of accounting including financial, managerial, and cost. I bring a practical, real-world perspective to tutoring that no one can match without having lived it. My journey began in banking, where I excelled from 2006 to 2010, exceeding sales goals for financial products, explaining complex investments and loans, and building client relationships through clear communication and problem-solving.

This foundation propelled me into entrepreneurship, owning and operating two successful companies (since 2009), where I managed every financial aspect: from tax planning, itemized deductions, and bookkeeping, to financial forecasting during economic fluctuations, and inventory optimization in a manufacturing context. I hold a Bachelor's degree in Business Administration with a focus on Finance from Colorado Technical University where I graduated Summa Cum Laude, along with an Associate of Applied Science in Architecture and Design from the College of Southern Nevada, and additional studies at the University of Nevada, Las Vegas, I've combined academic excellence with proven expertise.

Since 2018, as a dedicated trader and investor with nearly ten years in financial markets, I've mastered fundamental and technical analysis, market structure, options, futures, risk management, and tax implications like capital gains, dividends, the wash sale rule, and Mark-to-Market elections. I execute advanced strategies to evaluate company viability through financial statements, honing skills in analytical thinking, risk assessment, and strategic decision-making.

I'm passionate about empowering students in finance, macroeconomics, financial accounting, and investing. Whether you're grappling with macroeconomic trends, mastering financial statements, navigating the complexities of accounting, or building investment portfolios with risk management in mind, I tailor sessions to your unique goals, blending theory with actionable insights from my extensive career. Let's transform your challenges into confident successes, I'm here to guide you with the depth only real experience provides.