Finance tutor currently working at a financial services firm

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 CFP 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

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
Test Preparation:	ACT Math, CFA, SAT math, Series 7
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
Corporate Training:	accounting, business, economics, finance, general computer, Microsoft Excel, Microsoft Word, SPSS, statistics
Homeschool:	accounting, algebra 1, algebra 2, economics, prealgebra, SAT math, statistics

Business

I hold a CPIM (Certified in Production and Inventory Management) certification from APICS, and I have spent 3 years working as a Materials Manager in a manufacturing plant in Houston, TX.

CFA

I am an active member of the CFA Society of Houston and am preparing for the Level 1 test in the Spring of 2012.

Marketing

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

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.

Read all subject qualifications »

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 from Cypress, TX

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Hourly Fee

Standard Hourly Fee: $50.00

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Travel Policy

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

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Credit	For Only	You Save
$200 - $399	$190 - $379	5%
$400 - $999	$360 - $899	10%
$1,000 +	$850 +	15%

Matt C.