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Jimmy L.

Experienced Wall Street Analyast/CFA

New York, NY (10037)

Travel radius
10 miles
Hourly fee
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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.

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Jimmy’s subjects

Microsoft Excel
Accounting, Business, Economics, Finance, GMAT, Microsoft Excel
Accounting, Economics
Test Preparation:
Corporate Training:
Accounting, Business, Chinese, Economics, Finance, GMAT, Microsoft Excel


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.


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.


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.

Read all subject qualifications ยป

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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.

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Usually responds in about 2 hours

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