I have several years of experience working for a Private Wealth Group managing $1.8 billion in Houston, TX. I have served in various roles including research, valuation, mergers and acquisitions, trading, and account management. I have previously worked for a multinational oil and gas services firm where I had the opportunity to live and work overseas.
I enjoy constantly learning and hold several professional certifications. I also truly enjoy mentoring others in the skills I have learned. I am here to help anyone in need of tutoring in any topics involving finance, mathematics, or general business. Also, I have recently passed the Series 65 and the CFP and CMT examinations, and I feel I could be of assistance for anyone interested in taking these, or related, examinations. I look forward to working with you!
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