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Matt C.

Houston, TX

$75/hr

Finance tutor currently working at a financial services firm

Background check passed as of 9/23/11
Usually responds in about 3 hours

Finance tutor currently working at a financial services firm

Message Matt

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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!

Warmest Regards,

Matt

Testimonials

"Excellent tutor! Matt was very patient and did a great job of ensuring I had a grasp of the fundamentals!"

- Micah, Cypress, TX on 3/10/12

"Great tutor in all aspects"

- Judith, Houston, TX on 12/5/13

"Great tutor!!"

- Carlos, Humble, TX on 8/3/13

"Just plain awesome!"

- Erica, Sugar Land, TX on 11/15/12

"THE MOST AWESOME TUTOR EVER!!!"

- Teresa, Richmond, TX on 6/20/12

"Finance 101"

- Claudio, Houston, TX on 6/5/12

"Great Tutor"

- Crichelle, Houston, TX on 5/4/12

"Exceptional tutor!"

- Philip, Houston, TX on 4/30/12

"Outstanding "

- Patti, Katy, TX on 3/3/12

"Great Tutor"

- Mindy, Houston, TX on 1/9/12
Math:
ACT Math, Actuarial Science, Algebra 1, Algebra 2, Differential Equations, Discrete Math, Econometrics, Linear Algebra, Logic, Prealgebra, SAT Math, SPSS, Statistics
Computer:
General Computer, Microsoft Excel,
Microsoft PowerPoint, Microsoft Windows, Microsoft Word, SPSS
Business:
Accounting, Business,
Economics, Finance, Marketing,
Microsoft Excel,
Microsoft PowerPoint, Microsoft Word, Tax Preparation
Homeschool:
Accounting, Algebra 1, Algebra 2, Economics, Prealgebra, SAT Math, Statistics
Test Preparation:
ACT Math, CFA,
SAT Math, Series 7
Corporate Training:
Accounting, Business,
Economics, Finance, General Computer, Microsoft Excel,
Microsoft Word, SPSS, Statistics

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 over 7 years of business experience serving in various industries including Oil and Gas and Financial Services.

CFA

I am currently a member of the CFA Institute and CFA Society of Houston. I passed Level II of the CFA exam in the Spring of 2014.

Marketing

I hold a B.A. degree in Marketing from Texas State University.

Microsoft Excel

I am highly proficient in using and teaching Excel. I currently use Excel on a daily basis in my full time career, primarily for Financial modeling. I am Certified in Valuation Modeling from Wall Street Prep.

Series 7

I have previously tutored Series 7 students in preparation for their exam. All of my prior students have passed the Series 7 exam, and I currently work in the Financial Services sector and can directly relate the material to real world examples.

Tax Preparation

I have passed the Certified Financial Planner (CFP) exam, which focuses on tax, personal finance, and investments.

Matt’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 Matt. View all of Matt’s resources

I thought I would share some of the online resources I use daily in business and which I recommend to my students: List of financial spreadsheets from professor Damodaran at NYU: http://pages.stern.nyu.edu/~adamodar/New_Home_Page/spreadsh.htm#cf Digital edition of ThinkMoney magazine available each month: http://www.thinkmoney-digital.com/thinkmoney EPFR Global provides data... read more

Texas State University
Business-Marketing
Tulane University
Master's

Education

Texas State University (Business-Marketing)

Tulane University (Master's)

Excellent tutor! Matt was very patient and did a great job of ensuring I had a grasp of the fundamentals! — He was very accommodating with regards to meeting location. We briefly discussed our backgrounds and then quickly got to work. He did an excellent job of explaining the theory behind the mechanics which was eye opening. Matt is truly an outstanding tutor! We have completed 4 sessions to date and I have absolutely no complaints! I was hesitant to post an additional review, as I didn't want to risk ...

— Micah, Cypress, TX on 3/10/12

Hourly fee

Standard Hourly Fee: $75.00

Cancellation: 6 hours notice required

Travel policy

Matt will travel within 40 miles of Houston, TX 77002.


About Matt

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!

Warmest Regards,

Matt

Testimonials

"Excellent tutor! Matt was very patient and did a great job of ensuring I had a grasp of the fundamentals!"

- Micah, Cypress, TX on 3/10/12

"Great tutor in all aspects"

- Judith, Houston, TX on 12/5/13

"Great tutor!!"

- Carlos, Humble, TX on 8/3/13

"Just plain awesome!"

- Erica, Sugar Land, TX on 11/15/12

"THE MOST AWESOME TUTOR EVER!!!"

- Teresa, Richmond, TX on 6/20/12

"Finance 101"

- Claudio, Houston, TX on 6/5/12

"Great Tutor"

- Crichelle, Houston, TX on 5/4/12

"Exceptional tutor!"

- Philip, Houston, TX on 4/30/12

"Outstanding "

- Patti, Katy, TX on 3/3/12

"Great Tutor"

- Mindy, Houston, TX on 1/9/12
}

Education

Texas State University
Business-Marketing
Tulane University
Master's

Education

Texas State University (Business-Marketing)

Tulane University (Master's)


Tutor Policies

Cancellation
6 hours notice required
Travel Radius
Travels within 40 miles of Houston, TX 77002

Matt’s Subjects

Math:
ACT Math, Actuarial Science, Algebra 1, Algebra 2, Differential Equations, Discrete Math, Econometrics, Linear Algebra, Logic, Prealgebra, SAT Math, SPSS, Statistics
Computer:
General Computer, Microsoft Excel,
Microsoft PowerPoint, Microsoft Windows, Microsoft Word, SPSS
Business:
Accounting, Business,
Economics, Finance, Marketing,
Microsoft Excel,
Microsoft PowerPoint, Microsoft Word, Tax Preparation
Homeschool:
Accounting, Algebra 1, Algebra 2, Economics, Prealgebra, SAT Math, Statistics
Test Preparation:
ACT Math, CFA,
SAT Math, Series 7
Corporate Training:
Accounting, Business,
Economics, Finance, General Computer, Microsoft Excel,
Microsoft Word, SPSS, Statistics

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.


Matt’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 Matt. View all of Matt’s resources

I thought I would share some of the online resources I use daily in business and which I recommend to my students: List of financial spreadsheets from professor Damodaran at NYU: http://pages.stern.nyu.edu/~adamodar/New_Home_Page/spreadsh.htm#cf Digital edition of ThinkMoney magazine available each month: http://www.thinkmoney-digital.com/thinkmoney EPFR Global provides data... read more


Background Check Status for Matt C.

Matt C. passed a background check on 9/23/11. The check was ordered by Matt through First Advantage. For more information, please review the background check information page.

After sending a message to Matt, you will be able to order a new background check for $7.99. As part of your tutor selection process, we encourage you to run updated background checks. Please also review the safety tips for hiring tutors.