I am the owner of Finance Exam Tutor, a financial tutoring business that provides customized tutoring for the CFA exam and the Series 7 Exam as well as for undergraduate and graduate level finance courses. Prior to launching Finance Exam Tutor, I worked in finance for 20 years with the majority of this time focused on mutual fund investment analysis and portfolio management. I have worked for large companies such as Merrill Lynch and Evergreen Investments but have also worked for smaller firms as well. I also have an entrepreneurial spirit and left Evergreen Investments to launch Timeless Capital management, which specialized in mutual fund research. Throughout my career, I have sought to mentor younger colleagues whenever possible, especially those enrolled in the CFA program. I completed the CFA program in 2002 after passing levels 1, 2 and 3 consecutively. I also passed the Series 7 Exam with a score of 94%. In addition, I hold an M.B.A. in Finance & Investments from the Zicklin School of Business at Baruch College and a B.A. in Finance & Economics from the City University of New York - Baccalaureate Program.
Tutoring Fee and Tutors Availability
Monday, Tuesday, Thursday, Friday, Saturday
Long Term or Open-Ended Tutoring Commitments.
$40.00 to $75.00
This tutor offers a sliding scale for students with economic hardships.