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Jimmy L.

New York, NY

$75/hr

Experienced Wall Street Analyast/CFA

Replies in 5 hours

Experienced Wall Street Analyast/CFA

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I am an experienced Wall Street analyst, but by training, I am a professor.

Other than a stack of diplomas and certificates, I have profound experience in finance and a lot of real-life examples to help students understand hard concepts.

Over the past 2 decades, I studied modern finance, accounting, personal/corporate tax, and many biology subjects.

Right now, I am fully licensed equity research analyst, with series 7, 63, 86 and 87 licenses. I am also a CFA charter holder.

Over the past eight years, I enjoyed teaching junior analyst and interns all aspect of finance, such as equities, option & futures and credit analysis. Many of my students got excellent jobs at top-tier investments banks.

What I enjoy most about teaching is to see the relief and joy from my students.

Computer:
Microsoft Excel
Language:
Chinese
Business:
Accounting, Business,
Economics, Finance, GMAT, Microsoft Excel
Homeschool:
Accounting, Economics
Test Preparation:
CFA,
GMAT, Series 63,
Series 7
Corporate Training:
Accounting, Business,
Chinese,
Economics, Finance, GMAT, Microsoft Excel

Approved subjects are in bold.

Approved subjects

In most cases, tutors gain approval in a subject by passing a proficiency exam. For some subject areas, like music and art, tutors submit written requests to demonstrate their proficiency to potential students. If a tutor is interested but not yet approved in a subject, the subject will appear in non-bold font. Tutors need to be approved in a subject prior to beginning lessons.

Business

I have been a sell-side equity research analyst for the past 7 years. My daily tasks include analyzing public companies' strategy, management, execution and competition. I believe my first-hand experience plus what I learned in Business school and the CFA process give me deep understanding about modern business operations.

CFA

I received my CFA designation 3 years ago. I have been training interns at MBA level for the 7 years and are confident about my ability to passed on my knowledge to students. Many of my former interns got positions in top-tier investments banks.

Chinese

I am a native Chinese speaker and completed my college education in China. I received my PhD and MBA here in the states and have been working in either academic or financial sectors since 1999. By training through my PhD work, I am a professor in my heart. Over the past 2 decades of professional work, I have training many students with diverse background, ranging from high school kids, to MD candidates.

Series 63

I passed my Series 63 exam 7 years ago with a large margin.

Currently, I am a fully licensed Equity Analyst. My daily tasks involve using many concepts and rules of the Series 63 test.

Series 7

I passed my Series 7 exam 7 years ago with a large margin.

Currently, I am a fully licensed Equity Analyst. My daily tasks involve using many concepts and rules in the Series 7 test.

Jimmy’s Resources

Tutors have the ability to create educational resources and share them with the WyzAnt community. Here are some of the resources created by Jimmy. View all of Jimmy’s resources

You did question 1 right   For Question 2: you need to figure out the lender's net cash outflow at year 0. "There is 1 point due to the lender when the loan is made".  Net cash out is $1,400,000 x(1-1%)=$1,386,000 Now, for calculation: PV=-1,386,000, PMT=$10,777.40,...

U. of Science & Technology of China
Biology
SUNY Downstate Medical Center
PhD
Fordham University
MBA

Education

U. of Science & Technology of China (Biology)

SUNY Downstate Medical Center (PhD)

Fordham University (MBA)

Hourly fee

Standard Hourly Fee: $75.00

Cancellation: 4 hours notice required

Travel policy

Jimmy will travel within 10 miles of New York, NY 10037.


About Jimmy

I am an experienced Wall Street analyst, but by training, I am a professor.

Other than a stack of diplomas and certificates, I have profound experience in finance and a lot of real-life examples to help students understand hard concepts.

Over the past 2 decades, I studied modern finance, accounting, personal/corporate tax, and many biology subjects.

Right now, I am fully licensed equity research analyst, with series 7, 63, 86 and 87 licenses. I am also a CFA charter holder.

Over the past eight years, I enjoyed teaching junior analyst and interns all aspect of finance, such as equities, option & futures and credit analysis. Many of my students got excellent jobs at top-tier investments banks.

What I enjoy most about teaching is to see the relief and joy from my students.

Education

U. of Science & Technology of China
Biology
SUNY Downstate Medical Center
PhD
Fordham University
MBA

Education

U. of Science & Technology of China (Biology)

SUNY Downstate Medical Center (PhD)

Fordham University (MBA)


Tutor Policies

Cancellation
4 hours notice required
Travel Radius
Travels within 10 miles of New York, NY 10037

Jimmy’s Subjects

Computer:
Microsoft Excel
Language:
Chinese
Business:
Accounting, Business,
Economics, Finance, GMAT, Microsoft Excel
Homeschool:
Accounting, Economics
Test Preparation:
CFA,
GMAT, Series 63,
Series 7
Corporate Training:
Accounting, Business,
Chinese,
Economics, Finance, GMAT, Microsoft Excel

Approved subjects are in bold.

Approved subjects

In most cases, tutors gain approval in a subject by passing a proficiency exam. For some subject areas, like music and art, tutors submit written requests to demonstrate their proficiency to potential students. If a tutor is interested but not yet approved in a subject, the subject will appear in non-bold font. Tutors need to be approved in a subject prior to beginning lessons.


Jimmy’s Resources

Tutors have the ability to create educational resources and share them with the WyzAnt community. Here are some of the resources created by Jimmy. View all of Jimmy’s resources

You did question 1 right   For Question 2: you need to figure out the lender's net cash outflow at year 0. "There is 1 point due to the lender when the loan is made".  Net cash out is $1,400,000 x(1-1%)=$1,386,000 Now, for calculation: PV=-1,386,000, PMT=$10,777.40,...


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