"I am a current CFA charterholder working in a research and trading role at an investment management firm. I also have several years of experience in tutoring college and adult learners dating back to my time in college as an English grammar and essay writing tutor. I began formally tutoring finance students after successfully helping colleagues with their exams (e.g. FINRA Series exams, CFA exams). I desire to help current CFA exam candidates, FINRA exam candidates, and general finance students pass their tests / classes and advance their careers in the industry. In terms of professional tests and credentials:

- Series 65 (September 2017)

- Passed CFA L1 exam, June 2019 on first attempt

- Passed CFA L2 exam, May 2021 on first attempt

- Passed CFA L3 exam, May 2022 on first attempt

- CFA Charterholder effective August 2022

In terms of professional experience, I have worked on the buyside for over six years, with hands-on experience in research (fixed income, equity, global macro) and trading (primarily fixed income). I find that this real world experience helps me better understand academic material and communicate it to students with real life examples, which helps solidify the material in practice and not just in theory. My tutoring philosophy starts with helping students determine how they best learn. Once a student learns how they best digest material, the studying process becomes much simpler and enjoyable, and it helps me as a tutor better craft our time to fit their preferences. I also like to bring in real-world applications and examples into the tutoring process, as I find this not only helps students better engage, but also shows students the value of the material at hand.

I have had success in passing financial exams in my own life and want to share my methods with other students so they too can advance their careers. Please reach out if you're interested in working together!" less...