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John B.

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Financial Services Professional with 7 years Experience

New York, NY 10006

Male ( Age 41 )

Member since:12/2013

Rates from $50 to $70

I can perfom tutoring:

On-line
In-home
Group

Will travel up to 30 miles

Additional Policies:

Materials not included in rate but available. Cancellation fee of $10 with less than an hour notice.

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About Me

Experience Summary

Seasoned financial services professional with deep finance and accounting knowledge complemented by strong interpersonal skills. I perform financial analysis, generate research ideas, and author investment pieces used by clients to facilitate investments. I am an effective tutor in that I am able to quickly identify where a student needs help and develop a targeted approach to that student's efforts. I am highly experienced in test preparation, specifically breaking material down into manageable sections, setting and achieving goals and developing effective study plans.

Credentials

Type	Level	Year	Title	Issued By
Degree	Bachelors	2007	Finance	The George Washington University
Certification	CFA	2009	Passed Level I of the CFA examin...	CFA Institute.
Certification	CFA	2010	Passed Level II of the CFA exami...	CFA Institute
Certification	Series 7	2010	Series 7 license holder	FINRA
Certification	Series 63	2010	Series 7 license holder	FINRA
Certification	Series 86	2010	Series 86 license holder	FINRA
Certification	Series 87	2010	Series 87 license holder	FINRA

Subject Commentary

Accounting	This is one of my top subjects! Proficiency: Expert
Have a BBA in Finance from a ranked university. Passed Level I and Level II of the CFA examinations, arguably the most difficult examinations in busines. Hold Series 7, Series 63, Series 86 and Series 87 licenses.
Business	This is one of my top subjects! Proficiency: Expert
Employed as Senior Financial Analyst in Corporate Finance at a Fortune 500 company
Finance	This is one of my top subjects! Proficiency: Expert
Have a BBA in Finance from a ranked university. Passed Level I and Level II of the CFA examinations, arguably the most difficult examinations in busines. Hold Series 7, Series 63, Series 86 and Series 87 licenses.
Microsoft Excel	Proficiency: Expert
As a finance professional, Microsoft Excel is a core tool for me and I have been working with the software since 2007 daily.
Speaking	Proficiency: Expert
I regularly give presentations to clients and can communicate ideas effectively.

All Subjects I Tutor

Accounting
ACT
Algebra
Algebra I
Algebra II
Business
College Algebra

Continuing Education
Economics
Finance
GED
Geometry
GRE
Homework Help

Logic
Math
Microsoft Excel
Pre-Algebra
Pre-Calculus
PSAT
Resume Writing

SAT - Math
SERIES 7
Speaking
Study Skills
Test Preparation
Typing Skills