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John B.

Accomplished & Experienced FO Financial Services Professional

New York, NY (10006)

Travel radius
30 miles
Hourly fee
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I am currently employed as a sell-side Equity Research Associate at a prominent NYC broker/dealer firm and have a deep and intimate knowledge of the financial services industry. I hold FINRA/NASD Series 7, 63, 86 & 87 licenses and have passed Level I and Level II of the CFA exams. I am a June 2014 CFA Level III candidate.

I am a graduate of the George Washington University and earned my Bachelor's of Business Administration in Finance in 2007.

I have a diverse educational background but am offering tutoring services in mathematics, finance, accounting and other business subjects.

Specifically, I would like to tutor those seeking their Series 7 and Series 63 licenses, but can also offer assistance for CFA Level I candidates preparing for their examinations. Further, I can help all types of students and professionals with business subjects, including computer programs like Microsoft Excel.

Tutoring sessions are tailored to your needs, and I am ALWAYS available for help or last minute preparation.

I look forward to hearing from you.


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John’s subjects

Algebra 1, Algebra 2, Linear Algebra, Prealgebra, Precalculus, Probability, SAT Math
English, Grammar, Public Speaking, Reading, Vocabulary, Writing
Biology, Mechanical Engineering, Physical Science, Physics
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Windows, Microsoft Word, Networking (Computer), QuickBooks, SAS
Social Studies
Elementary Education:
Elementary (K-6th), Elementary Math, Elementary Science, Grammar, Phonics, Reading, Study Skills, Vocabulary
Special Needs:
Accounting, Business, Economics, Finance, GMAT, GRE, Marketing, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Public Speaking, QuickBooks, Tax Preparation
Accounting, Algebra 1, Algebra 2, Biology, Economics, Elementary (K-6th), English, Physics, Prealgebra, Precalculus, Reading, SAT Math, Study Skills, Writing
Test Preparation:
CFA, College Counseling, GED, GMAT, GRE, PSAT, SAT Math, Series 63, Series 7
Bodybuilding, Chess, Fitness, Golf, Poker
Corporate Training:
Accounting, Business, College Counseling, Economics, Finance, GMAT, Grammar, Microsoft Excel, Microsoft Word, Networking (Computer), Public Speaking


I hold my Bachelors in Business Administration, Finance from the George Washington University.


I have passed Level I (June 2009) and Level II (June 2010) of the CFA examinations.

My score breakdown for both levels are available upon request.


Poker is one of my favorite past time activities and allows me to apply math and strategy skills I've learned in my financial studies and use everyday in my job.

I have many hours of live table time at major casinos in NJ and Las Vegas and real world experience to share.

I specialize in cash games, and mainly play 2-5 NL HE, having graduated from 1-2 NL HE about 2 years ago.

Series 63

I currently hold my FINRA Series 63 license.

Series 7

I currently hold my FINRA Series 7 license.

Tax Preparation

Each year I prepare my own taxes and have a strong accounting background.

Accounting courses were considered core curriculum in the Finance degree I earned and I have a strong understanding of the theory and application of tax accounting.

Read all subject qualifications ยป

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George Washington University (Finance)

The CFA Institute - Passed Level I and Level II of the CFA Examinations (Enrolled)

Hourly fee

Standard Hourly Fee: $60.00

Cancellation: 2 hours notice required

Travel policy

John will travel within 30 miles of New York, NY 10006.

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Usually responds in about 7 hours

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