"Since 2016, I have been educating and consulting people on managing capital and cash flow through investment finance, corporate finance, accounting, statistics, and general business techniques, both quantitative and qualitative.

Our finance tutoring and consulting system has been the result of hundreds of hours of research and implementation work with entrepreneurs, startups, private and public companies, attorneys, private bankers, investment managers, executives, and family offices.

My team and I at Moderation Investments have also researched and applied our work with graduate and undergraduate level students in business or business-related fields in universities, such as Stanford, Wharton, Columbia, Cornell, USC, UCLA, Pepperdine, Georgetown, and many others in the United States, United Kingdom, Europe, Africa, and Asia.

I approach tutoring and consulting on a case-by-case basis. Every student client comes with different needs and expectations. Therefore, I select people that I believe I can help and using our adaptive system, and we target excellent results.

Personal background: a master's degree (MBA) from Duke University, a Bachelor's degree in Finance Honors and Marketing (double-major) from Texas Christian University, and I also completed the Chartered Financial Analyst and earned the CFA designation. Additionally, I passed FINRA exams: SIE, 7, 63, 86, and 87.

My finance experience, prior to helping the foundation of our firm, includes high profile money management at investment firms (hedge funds) and equity research in investment banking for over ten (10) years.

Do you see a man who excels in his work? He will stand before kings; He will not stand before unknown men. - Proverb" less...