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Michael J.

Finance and Financial Tools Tutor

Wilsonville, OR (97070)

Travel radius
15 miles
Hourly fee
$45.00
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I teach undergraduate and graduate Finance courses at the University of Phoenix and tutor students there on a regular basis. I also teach Microsoft Excel courses for faculty members. I tutor on a wide range of subjects including Finance, Business, Public Speaking, exam prep for Oregon Life and Health and FINRA Series 7, Portuguese and several Microsoft Office applications including Outlook, Word, Excel and Access.

I am appreciated for explaining technical concepts in a way that is easy to understand and for my patience with people.

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Michael’s subjects

Business

I have more than 24 years of business experience from start-ups to Vice President level positions at Fortune 500 companies. I am currently life and health licensed in the State of Oregon and hold FINRA Series 7, 24, 63 and 65 licenses.

Finance

I teach undergraduate and graduate Finance courses at the University of Phoenix. I have a B.S. in Finance with a co-concentration in International Finance from Brigham Young University and an MBA from Northwestern University with an emphasis in Finance and Analysis.

Microsoft Access

I have developed several complex database applications using Microsoft Access including a vending business management system and a customer relationship management system for financial planners.

Microsoft Excel

I teach Excel courses to faculty members at the University of Phoenix and have taught Excel in many other venues. I've also provided consulting services to various companies and individuals on spreadsheet development. I use Excel daily in my financial planning practice.

Microsoft Outlook

I've used Microsoft Outlook daily since 1995. I use rules regularly to stream-line handling the over 50 emails I receive in a typical day. Calendering, archiving and using tasks are among the tips and tricks that I have learned along the way. I also use Outlook as the core of my time management philosophy.

Microsoft PowerPoint

I use PowerPoint regularly in my financial planning practice for client meetings and public presentations. I also use PowerPoint as an instructor at the University of Phoenix.

Microsoft Word

I have taught Microsoft Word courses in the past and use Word on a daily basis in my financial planning practice and as an instructor at the University of Phoenix.

Portuguese

I lived in Brazil for 14 months and left speaking pretty fluently. I converse on a regular basis with Brazilian friends both on the phone and via instant messaging.

Eu morei no Brasil por 14 mezes e saii falando mais ou menos fluentamente. Actualmente, falo com amigos brasileiros no telefone e no MSN...

Public Speaking

I have presented to audiences from small groups to more than 200 attendees. I teach on-campus courses at the University of Phoenix on a regular basis.

Series 7

I've been Series 7 licensed continually since 1988. I also hold Series 24, 63 and 65 licenses.

Read all subject qualifications »

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Education

Brigham Young University (Finance)

Northwestern University (MBA)

The Light finally clicked on. Michael was an amazing tutor. I was able to ask the same question in many different ways and he was very patient explaining it differently every time. Finally the lightbulb went off. Thank you for all of your help Michael. I feel a lot more confident. ...

— Shanna from Portland, OR on 9/7/13);

Hourly fee

Standard Hourly Fee: $45.00

Cancellation: 8 hours notice required

Because of travel time, I need to charge for at least one hour for each tutoring session.

Travel policy

Michael will travel within 15 miles of Wilsonville, OR 97070.

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Usually responds in about 4 hours

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