
Fun Facts
I enjoy music - playing the guitar and the keyboard. Songwriting skills are in development!
Tennis anyone?
Or, volleyball.
Soccer - usually the goalkeeper!
About Me
I will educate you to understand and manage large sums of capital and cash flow through investment finance or corporate finance techniques.
My clients include entrepreneurs, attorneys, private bankers, investment managers, working professionals and executives, and high net worth and ultra high net worth private investors. Additionally, I tutor and consult with graduate and undergraduate level students in business or business-related fields.
Experience
My finance practical experience includes money management at investment firms (hedge funds) and equity research in investment banking.
I have been tutoring and consulting independently, full-time, since 2016.
Approach
I approach tutoring and consulting on a case by case basis. Every student client comes to me with different needs and expectations. Therefore, I select people that I believe I can help, and I adapt my teaching techniques to provide best results. I use examples, analogies, images, and creativity since everyone understands and retains concepts differently.
Request Me NowBusiness Tutoring
I majored in Finance and Marketing, BBA, and completed a Master's degree in Business taking courses in finance, accounting, marketing, management, operations, and other general business courses. I scored a 4.0 GPA in finance undergrad and 3.6 GPA in the MBA program. Additionally, I have employee and entrepreneurial experience.
Finance Tutoring
I graduated with honors in finance with a 4.0 GPA undergrad. I also completed the Chartered Financial Analyst (CFA) program. Additionally, I worked as an analyst for 8 years for investment funds and 2 years in an investment bank.
Accounting Tutoring
I completed accounting courses in financial accounting, managerial accounting, intermediate financial accounting I, and intermediate financial accounting II. My grades were A, A, A, and B respectively. Additionally, I worked as a fundamental equity research analyst and have tutored accounting for 3 years.
Microsoft Excel Tutoring
I completed university courses in information technology and management information systems with an "A" grade in both. I worked as an equity research financial analyst for 9 years doing financial modeling in Excel. I have also tutored finance and accounting using Excel for three years.
Writing Tutoring
I was a publishing equity research financial analyst for a investment brokerage firm for two years. Additionally, I wrote many research papers during my bachelor's and master's degree studies in finance and marketing. I have also tutored business writing for 3 years.
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