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Philip A.

Finance Practitioner/Recent Graduate ready to assist your studies

Dallas, TX (75204)

Travel radius
20 miles
Hourly fee
$45.00
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Hi! Please allow me to briefly introduce myself and establish how I might be able to effectively meet your tutoring needs.

My Background/Qualifications – I currently work for a leading financial-services firm after recently completing my Masters in Finance degree at a top ranked European business school. Before going back to school I spent several years working in corporate finance for a telecom company. I have competed and won awards in several activities, such as; the CFA Research Challenge, business-case studies, and investment research projects. Along the way I have mastered several software programs such as Microsoft Office and SQL. I generally love to compete and am encouraging of others who want to perform their best.

My Value Proposition – You have my word that you will get maximum effort of my tutoring abilities, leading to maximum results for you. I have a desire to see those whom I help succeed in their endeavors, and have recently just finished many of the same tests you are probably facing. I have won numerous academic competitions and graduated near the top of my respective classes, not by always being the smartest but by breaking down subject matter into workable processes. This familiarity with recent subject matter and being able to break the material down into sub-parts is directly transferable to your studies. I can provide fresh academic concepts and hands-on experience to bring the subject matter to life, and to give you the ‘why’ behind the ‘how’.

I look forward to working with you, let's go.

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Philip’s subjects

Corporate Training:
Test Preparation:
CFA
Business:
Accounting, Business, Economics, Finance, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Language:
Computer:
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, SQL
Math:

Accounting

My Masters program utilized concepts of Accounting and the CFA Program as well. I am proficient in both Financial and Managerial Accounting.

Algebra 1

I have long considered myself to be strong with numbers and this applies to Algebra as it is the foundation of many of the more advanced subjects in which I have trained. I have used Algebra consistently through my academic and professional career, and continue to do so even in my current job.

Business

I am a graduate of the Vlerick Business School and am a practicing financial trader. Previously I worked in a corporate finance role, working on both finance and general business projects and was able to significantly impact the company’s bottom-line. I enjoy reading about various business concepts in my free time and seek to begin my own business one day.

CFA

I have cleared the Level 1 exam of the CFA program while achieving marks in the upper 70th percentile in 8 of 10 exam topics. Currently I am working in a profession that utilizes many CFA exam subjects daily, and I plan on completing the Program in the future.

Economics

Economic principles are strongly linked with Finance which is the subject of my degrees and my profession. My CFA studies have thoroughly covered many Economics concepts, as well as me having read many books on Economics for recreation.

Finance

Finance was my major for both undergraduate and graduate schools, as well as the field of my profession for half a decade now. I have experience working in both corporate finance and financial markets, and generally have loved my experience in the field.

German

German was my minor in university and I still keep my German language skills usable by partaking in online courses and reading German language publications. I am proficient in my grammar and syntax.

Microsoft Excel

I have used Excel on a daily basis since about my junior year of university. I am proficient in most formulae and I even know just a bit with VBA and Macros. I have never had a problem with getting Excel to do exactly what I wanted, and I ask much of Excel.

SQL

I worked with SQL daily for two years in my previous job and was considered the resident SQL wizard in my office. I basically taught myself the program and still consider myself proficient.

Read all subject qualifications »

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Education

Texas Tech University (Finance)

Vlerick Business School (Master's)

Beyond Helpful! I needed help putting together an analysis on Excel and had no clue where to begin. My main problem was figuring out the formulas. That's where Phillip came in. Within an hour and a half he was able to help me understand everything that I needed to know in a way that I understood it. I highly recommend him! ...

— Meredith from Dallas, TX on 3/31/14);

Hourly fee

Standard Hourly Fee: $45.00

Cancellation: 3 hours notice required

Rate is negotiable

Travel policy

Philip will travel within 20 miles of Dallas, TX 75207.

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