...My goal is to become an adjunct professor at a top university. Tutoring brings me joy and keeps me updated on financial topics. It's not just about sharing knowledge but also staying current in this ever-evolving field. (read more)
...I've tutored finance courses from basic undergraduate introduction to corporate finance through graduate level financial derivatives/applied finance in fixed income securities/financial analysis and valuation and many more! I am a licensed CPA who tutors undergraduate/MBA/graduate students in ma... (read more)
...I sat for the CFA Level 1 exam in 2002, and got my charter in 2004 after I passed Level 3. The series 7 exam is the general knowledge exam given to stock brokers. I actually passed this exam when I first entered the industry in the 90s. (read more)
...My personal style is to have some structured lessons but maintain a very student centered approach to make sure they are getting the information and the help required. I have a bachelor's degree from UC Davis in engineering and took many elective courses to round out my education. I am a sports nut who also loves the performing arts which helps me connect to all different types of people. (read more)
...As an investor in emerging companies I often have to speak and present publicly including press interviews, conference presentations, and pitches to large investor groups. In addition, I am a published author, podcaster, and have both received and given extensive media and presentation training.... (read more)