I tutor in business subjects including finance and accounting. I also help young professionals to study and pass the FINRA securities licensing exams including the Series 7,6 and 65.
I have a B.S degree in Business Management from Providence College, and my MBA from Northeastern University (2012), with a minor in Finance. My MBA classes used the case method which allowed me to leverage my extensive experience in investment management and business operations management. My professional background includes 7 years at Fidelity Investments, 6 years at Athena Capital Advisors, and I am currently the director of client service at a wealth management firm in Waltham. I have worked in both broker/dealer operations and RIA operations - overseeing trading, cashiering, margin, client service, performance reporting and investment administration.
My teaching style for quantitative subjects (finance, accounting) focuses on learning and understanding the fundamentals of a subject, and how it relates to real-world practices, including the corporate world and one's own personal financial management.
I have worked with young adults both as a mentor and as a tutor. I have mentored students in Acton (MA) and Little Rock (AR) through Big Brothers, and also through The John Andrew Mazie Memorial Foundation (Framingham Mass High School). I worked as a tutor with One with One in Boston, which matches adults with students from other countries. I worked with a young man from India who was new to the U.S. and was starting college.
I am energetic and enjoy seeing students succeed and achieve their goals.
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