"I am Adrian! I have a passion for sharing my knowledge from my education and career in the financial industry!
In terms of my educational credentials, I graduated magna cum laude from Boston University with a bachelor’s degree in business management with a concentration in finance and a minor in economics. I also earned a master’s degree in finance from Boston College and the Chartered Financial more...
"I am Adrian! I have a passion for sharing my knowledge from my education and career in the financial industry!
In terms of my educational credentials, I graduated magna cum laude from Boston University with a bachelor’s degree in business management with a concentration in finance and a minor in economics. I also earned a master’s degree in finance from Boston College and the Chartered Financial Analyst (CFA) certification from the CFA Institute.
In my professional career, I have extensive working experience in the banking, commercial real estate, financial markets, and asset management sectors. I worked as an accountant, an analyst (risk, investment performance, reporting), a consultant, and an executive. I have published seven industry articles so far. In my current role at Palm Street Consulting LLC, I am a consultant and a teacher. Since 2022, I have been teaching learners aged 10 to 18 investing in small group and 1 to 1 tutoring sessions.
I start with an initial free consultation where I listen to your needs and goals before discussing a plan of action. During my tutoring sessions, you have my undivided attention. You will be treated with respect, patience, and empathy. Business, Finance, and Investing can be complex topics to teach. I am committed to helping you master your subject by providing deep explanations, real-word examples, and nuances. If you are unsatisfied with my service, I’m happy to give you a free session or refund." less...
