New York, NY, 10005
Joined on August, 2014
Any day at any time
Up to 30 minutes away for no additional charge
EducationThe Wharton School of The University of Pennsylvania
Dual Concentration: Statistics and Finance.
4.1/4.0 CUM GPA (broke their scale) in advanced level mathematics and statistics.
Chartered Financial Analyst (CFA) Designation
Member in good standing of pedigreed CFA Designation
Awarded by CFA Institute in August 2000
ExperienceWharton School graduate with 4.1/4.0 GPA at Columbia in advanced mathematics. Double major in Finance and Statistics.
I have been professionally tutoring for more than 10 years and am a member of The Penn Club, The Wharton Club, CFA Institute and New York Society of Securities Analysts.
I was Series 7 licensed for 20 years as Vice-President at firms such as Merrill Lynch, Oppenheimer and Lehman Brothers after which I launched and ran my own investment advisory firm on Wall Street for 15 years. I have over 30 years of being intimately involved in all aspects of the real world application of Series 7 matters and have tutored the subject for more than 10 years both individually and at the top Series 7 tutoring firms.
Moreover, I am currently serving as Managing Partner in a major Financial Services Recruitment firm and thus can contribute an even deeper real world dimension to all aspects of the pursuit of a Series 7 license and a career in the investment profession.
Having owned and operated my own investment advisory firm on Wall Street for over twenty years, I believe that I am uniquely qualified in areas involving Series 7 Test Prep, Finance, Statistics and Accounting. Moreover, pursuing my Ph.D. in Economics and having attained a 4.1/4.0 GPA at Columbia in advanced mathematics allows me to most effectively teach areas of Statistics and Economics and the other areas of mathematics.
Finally, having graduated from The Wharton School and attaining a perfect score on the GMAT permits me to coach the serious student in the attainment of acceptance into an Ivy League University of his or her choice.
Discount Package Rates are Available.
HobbiesSkydiving, SCUBA, Skiing, Boating and mathematics
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