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I tutor in business subjects including finance and financial accounting. I also help young professionals to study and pass the FINRA securities licensing exams including the Series 7,6 and 65. I assist HS students with the college admission process, including essay writing.
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.
I have experience with tutoring in all financial accounting, corporate finance and investment accounting concepts - both in theory and in real-life applications. Finance and accounting courses were taken both at the undergrad (Providence College) and graduate school levels (Northeastern).
I have a degree in Business Management from Providence College, and I am halfway through my first year in the MBA program at Northeastern University. I have 20 years of business operations and management experience with large firms such as Fidelity Investments, and spent 10 years of my career with startup ventures with JP Morgan, DE Shaw, Athena Capital Advisors LLC and Curian Capital LLC. I am currently acting CFO with AutoFlex / Clean Cities in Baltimore, a firm launching car sharing services using alternative-fueled vehicles, including electric cars.
I have more than 20 years of experience in the securities industry across trading, operations, advisory services, capital markets and private investments.
Licensed FINRA Series 65 currently. Previously held the Series 7, 24 (General Securities Principal) and 4 (Options Principal securities licenses).
I am currently FINRA Series 65 licensed, as well as being previously Series 7, 24 (General Securities Principal), and 4 (Options Principal) licensed. I have worked in B/D operations and RIA operations, and have managed trading for different firms. I am currently working with two students on the Series 7, and have worked with two others in the last year. My approach is to concentrate on concepts the student needs the most help with, and use multiple learning resources other than the study manual to ensure success.
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