Experience Summary
Growing up as the son of a teacher I've always had an interest in helping others learn new skills and achieve their educational goals. This interest grew throughout my professional career and having worked hard to learn an industry - I thought would offer tutoring services at reasonable rates.
As an experienced professional I've had an extensive real-world experience that affords me certain perspective into the application of finance theory in the real world. My past positions include working as a finance services professional for a large Wall Street Bank. In addition, I've worked as an Analyst for a middle-market investment banking firm and extensively in structuring private real estate transactions. Currently, I work as a consultant helping real estate developers and owners grow their asset base by providing rigorous financial analysis to help make effective financial decisions.
I hold an undergraduate degree in finance and a graduate degree with honors in finance from Georgetown University. Moreover, I passed the CFA level one exam on my first attempt and completed courses in corporate finance, econometrics, advanced corporate valuation, financial accounting, portfolio management, investments, private equity real estate, among others.
I enjoy helping others succeed and hope that I have the opportunity to help you succeed in your endeavors.
Background:
- BS in Finance
- MS in Finance
- Series 7 score - 93 on the first attempt
- Series 66 score - 90 on the first attempt
- Microsoft Excel, Word expert