New York, NY, 10005
Joined on January, 2012
Any day at any time
Up to 5 minutes away for no additional charge
EducationI 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. I am also a CFA charter holder. I passed each of the CFA exams on the first try.
ExperienceI am the owner of Series 7 Exam Tutor (http://www.series7examtutor.com), a financial tutoring business that provides personalized tutoring for licensing exams such as the Series 7 as well as other exams such as the Series 6, the Series 24, the Series 65, the Series 66 and the Series 63. The tutoring is done in-person or via one-on-one video tutoring via Joinme or Skype. With Joinme or Skype, I can share my screen with students. Prior to starting Series 7 Exam Tutor in 2011, I worked in the investment industry for 20 years with the majority of this time focused on mutual fund investment analysis and portfolio management. I have worked for companies like Merrill Lynch, Evergreen Investments (part of Wells Fargo) and Lipper Analytical Services. I passed the Series 7 with a score of 94% and I completed the CFA program in 2002 after passing levels 1, 2 and 3 consecutively. I have also passed the Series 6, the Series 63, and the Series 65, all with relatively high scores.
HobbiesI enjoy watching my kids at their sports events. My son plays baseball and my daughter plays softball. I also like to going to games with my family. In addition, I enjoy watching Shark Tank
Inquire about this tutor
The tutor will respond if they are available/interested.