Brooklyn, NY, 11201
Joined on May, 2014
Any day at any time
Up to 45 minutes away for no additional charge
EducationCFA Charterholder - CFA Institute
MS Financial Statement Analysis & Securities Valuation, Baruch College
GPA - 3.8
BBA Pace University:
Major - Finance
Minor - Accounting
Regular Member (Charterholder)- CFA Institute
Member - New York Society of Security Analysts(NYSSA)
Work experience as an analyst for a boutique buy side investment management firm. Worked with Mutual, Hedge, and Multi-Asset Real Return Funds
Academic background with a focus on Finance and Accounting at undergraduate and graduate level.
Successfully completed the CFA program (levels 1, 2, and 3)
I have taken classes and am proficient in:
Fixed Income Valuation
Financial Statement Analysis
Tutoring will be fully customizable based on the students needs.
Investing - I chose to concentrate my studies (undergrad, graduate, CFA) on finance and financial statement analysis to become a better equity investor. I use several valuation methodologies when analyzing a company.
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