Rachael H.
3 Investing lessons


























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...students, MBA students, and working professionals. Professionally, I have led financial planning, forecasting, pricing, investment analysis, and strategic decision-making projects for multinational organizations including Schneider Electric and AB ...
...students, MBA students, and working professionals. Professionally, I have led financial planning, forecasting, pricing, investment analysis, and strategic decision-making projects for multinational organizations including Schneider Electric and AB ...

During this time, I also instructed on parts of the CFA exam and led learning and development courses on capital markets at large investment firms. In addition to this experience, my career in the financial services industry has been as a...
During this time, I also instructed on parts of the CFA exam and led learning and development courses on capital markets at large investment firms. In addition to this experience, my career in the financial services industry has been as a...
Mark was an absolutely amazing tutor and I can't say enough great things, he helped me these last few months prepare and pass the Series 7, 63 and 65 exams!! I can honestly say that the amount I was able to learn and grasp through... - Alexandra, 32 lessons with Mark

...courses. I teach both foundational concepts and higher-level topics such as the time value of money, discounted cash flow, investment analysis, and financial decision-making. I break down complex formulas and concepts into clear step-by-step methods so...
...courses. I teach both foundational concepts and higher-level topics such as the time value of money, discounted cash flow, investment analysis, and financial decision-making. I break down complex formulas and concepts into clear step-by-step methods so...

I specialize in preparing students for the Securities Industry Essentials (SIE) exam, drawing on years of experience as a licensed financial professional. I held multiple FINRA licenses, including the Series 6, 7, 63, and 66, and most recently...
I specialize in preparing students for the Securities Industry Essentials (SIE) exam, drawing on years of experience as a licensed financial professional. I held multiple FINRA licenses, including the Series 6, 7, 63, and 66, and most recently...
Bruno was an outstanding tutor throughout my Series 66 preparation. He explained difficult topics like registration rules, investment advisers, portfolio management, and suitability in a way that was easy to understand and remembe... - Agam, 21 lessons with BRUNO

I earned an MBA in Quantitative Finance from NYU Stern, where I was a teaching assistant and an analyst for the Michael Price Student Investment Fund, and spent over 6 years building three statement models and valuations as an equity...
I earned an MBA in Quantitative Finance from NYU Stern, where I was a teaching assistant and an analyst for the Michael Price Student Investment Fund, and spent over 6 years building three statement models and valuations as an equity...
I started finance knowing nothing and finished with an A. Matt spent hours with me, made tons of custom practice questions and study guides, and explained everything until it made sense. Highly recommend! - Natalie, 9 lessons with Matthew

...questions. With more than 25 years of experience across portfolio management, investment research, and capital markets, while working at large money center banks and investment management firms, I bring real-world context to topics that can otherwise...
...questions. With more than 25 years of experience across portfolio management, investment research, and capital markets, while working at large money center banks and investment management firms, I bring real-world context to topics that can otherwise...

I hold an MBA with a Finance concentration and an Advanced Certificate in Investment from San Diego State University’s Fowler College of Business, where my coursework included security analysis and portfolio management, risk management,...
I hold an MBA with a Finance concentration and an Advanced Certificate in Investment from San Diego State University’s Fowler College of Business, where my coursework included security analysis and portfolio management, risk management,...

During my career, I have worked at both the SEC and state-licensed Investment Advisers. I have assisted many employees with the Series 65 exam. Also, I took the exam and passed on my first attempt. My deep understanding of the Uniform...
During my career, I have worked at both the SEC and state-licensed Investment Advisers. I have assisted many employees with the Series 65 exam. Also, I took the exam and passed on my first attempt. My deep understanding of the Uniform...

My early career included being an Accountant at GE Capital and being a Corporate Trainer for MS Office applications. From there, I moved into Business Development and then pursued my MBA to break into Investment Banking, where I enjoyed a...
My early career included being an Accountant at GE Capital and being a Corporate Trainer for MS Office applications. From there, I moved into Business Development and then pursued my MBA to break into Investment Banking, where I enjoyed a...
Michael is an amazing tutor with an impressive depth of knowledge that he knows exactly how to teach in a way I can understand. What truly sets him apart is his patience — he always takes the time to make sure I fully grasp each c... - Le, 59 lessons with Michael

I currently hold the FINRA Series 7, 66, and 24. My practice consists primarily of negotiating credit derivatives, an options platform, and private placements. I have many years of experience in preparing brokers for these exams. The series 66 can...
I currently hold the FINRA Series 7, 66, and 24. My practice consists primarily of negotiating credit derivatives, an options platform, and private placements. I have many years of experience in preparing brokers for these exams. The series 66 can...
Carlyle's tutoring and preparation for the FINRA Series 24 exam are truly exceptional. I cannot praise his program enough for the invaluable assistance it provided me in achieving success in this challenging exam. What makes Ca... - George, 100 lessons with Carlyle

I know exactly what it takes to pass these exams efficiently because I have done it myself and coached others through it professionally — not just as a tutor, but as a credentialed actuary invested in the next generation of the profession.
I know exactly what it takes to pass these exams efficiently because I have done it myself and coached others through it professionally — not just as a tutor, but as a credentialed actuary invested in the next generation of the profession.
Aron is a great tutor, was patient and spent a lot of time with me on each individual problem until I had gotten it right. Easy to talk to and knowledgeable about each topic. He helps me look at problems a different, more digest... - Brian, 4 lessons with Aron

We can then move on to more rigorous math and analytical questions that typical investment banks ask. Finally, as we advance, we can ensure an internship or job offer by tackling the most sophisticated investment banking technical...
We can then move on to more rigorous math and analytical questions that typical investment banks ask. Finally, as we advance, we can ensure an internship or job offer by tackling the most sophisticated investment banking technical...
Before I got on Wyzant, I actually had a genuinely difficult time finding a smart math tutor who can actually do the math that my math teacher assigned for homework. I even tried to find tutors who were teachers at my school but t... - Dina

I began my real estate career as a licensed agent in the competitive New York City market, gaining firsthand experience in transactions and client negotiations. I later worked in alternative investments at Cantor Fitzgerald, where I helped...
I began my real estate career as a licensed agent in the competitive New York City market, gaining firsthand experience in transactions and client negotiations. I later worked in alternative investments at Cantor Fitzgerald, where I helped...
Arseny helped me with my Series 66 and my Series 7. Passed both on my first try and there is no chance I would have passed first try without him. Super knowledgeable and was really good at helping me understand the topics by compa... - Jacob, 37 lessons with Arseny (Sunny)

I am very comfortable teaching and coaching on wide variety of business topics including general finance (equities, bonds, investments, personal finance), professional careers in internal and external audit, financial statement analysis,...
I am very comfortable teaching and coaching on wide variety of business topics including general finance (equities, bonds, investments, personal finance), professional careers in internal and external audit, financial statement analysis,...

My previous work experience includes time at a publicly traded real estate investment trust, large real estate private equity firm, as well as a multifamily developer. I have served in asset management, investment, operational, and...
My previous work experience includes time at a publicly traded real estate investment trust, large real estate private equity firm, as well as a multifamily developer. I have served in asset management, investment, operational, and...
I used Edward to work through a complicated development model that I was working on to improve my modeling proficiency. He was extremely knowledgeable when it came to figuring out complicated components of the model and I am very ... - Pete, 7 lessons with Edward

I help students and professionals prepare for investment banking and private equity interviews, from early recruiting conversations through Superdays. I am a private equity associate and former investment banking analyst with three...
I help students and professionals prepare for investment banking and private equity interviews, from early recruiting conversations through Superdays. I am a private equity associate and former investment banking analyst with three...
I reached out to Alejandro last minute during my summer internship at an investment bank before presenting my final project and he replied within a couple minutes and we were able to schedule a lesson later that day. I was able to... - Kristie, 3 lessons with Alejandro

I have over 10 years of experience training and tutoring individuals for the Series exams, with 15 years in the financial industry at three of the world's largest financial firms. The Series 65 qualifies candidates as investment...
I have over 10 years of experience training and tutoring individuals for the Series exams, with 15 years in the financial industry at three of the world's largest financial firms. The Series 65 qualifies candidates as investment...
I started studying for the Series 7 in August of ’25 using Kaplan. Five months, two failed attempts, and nearly $1,000 in exam fees later, I realized the way I was studying just wasn’t working. I googled “Series 7 tutor” and came ... - Hayden, 5 lessons with Jason

I have helped students with business plans, Income Statements and Balance Sheets. I have helped investors analyze investment ideas and build successful investment/trading portfolios.
I have helped students with business plans, Income Statements and Balance Sheets. I have helped investors analyze investment ideas and build successful investment/trading portfolios.
Search no further for a brilliant, gifted, passionate, and inspiring tutor! My son looked forward to sessions with Dr P. to help prepare for his business school final exams. Dr Park is extremely knowledgeable about all topics rel... - Shelby, 5 lessons with JD

. ------- EXPERTISE & CREDENTIALS ------- For Finance Students and Professionals: - CERTIFIED FINANCIAL PLANNER EXAM (CFP)® Exam Prep - Licensing Exam Prep for Investment Adviser Reps & Agents (Series 63, Series 65,...
. ------- EXPERTISE & CREDENTIALS ------- For Finance Students and Professionals: - CERTIFIED FINANCIAL PLANNER EXAM (CFP)® Exam Prep - Licensing Exam Prep for Investment Adviser Reps & Agents (Series 63, Series 65,...
Ok so I won't go into my whole history with studying for and ultimately passing the CFP exam, but essentially, I took it the first time and did not pass, and then I decided to hire Cindy to study with my second time around, and I ... - Peter, 21 lessons with Cindy

Struggling to find your authentic voice or staring at a blank page? I can offer you a boost in self-confidence and help you see that you really do have an interesting story to tell. I coach students at all levels of proficiency at any stage of...
Struggling to find your authentic voice or staring at a blank page? I can offer you a boost in self-confidence and help you see that you really do have an interesting story to tell. I coach students at all levels of proficiency at any stage of...
My daughter had Mary for helping her in reading , vocabulary and writing . I noticed a tremendous amount of improvement in about 6 classes . She is good at making my daughter understand in her own pace and always encouraging and g... - Malatee, 101 lessons with Mary

Students who have adopted advised approaches have averaged a 515, and over half have obtained 1+ perfect subsection score. I have time-proven methods to help you do the same IF you're willing to invest the work. How This Works:...
Students who have adopted advised approaches have averaged a 515, and over half have obtained 1+ perfect subsection score. I have time-proven methods to help you do the same IF you're willing to invest the work. How This Works:...
Arielle is truly a life changing tutor, I had tried other MCAT resources and truly she revolutionized how I thought, approached questions, and my confidence going into my exam. Not only is she super knowledgeable on content, but s... - Lily, 16 lessons with Arielle

I have over eight years of experience helping my students succeed in AP Biology, IB Biology, high school biology, and college biology. I'm deeply invested in my students' learning and would love to help you succeed in your...
I have over eight years of experience helping my students succeed in AP Biology, IB Biology, high school biology, and college biology. I'm deeply invested in my students' learning and would love to help you succeed in your...
Jeremy was great at helping my son prepare for AP Environmental Science. He was well prepared and effective with breaking down the challenging data skills he will need. He thoroughly understands the class requirements and skills n... - Ted

When schools were online during the pandemic, I volunteered my time to any K-12 kids struggling to learn math, using online tools like Lucid Whiteboard and Desmos. I am deeply invested in making math accessible to anyone who wants to learn....
When schools were online during the pandemic, I volunteered my time to any K-12 kids struggling to learn math, using online tools like Lucid Whiteboard and Desmos. I am deeply invested in making math accessible to anyone who wants to learn....

I recently earned an International MBA and a Master of Science in Finance from Florida International University (GPA 3.86), after completing a dual BBA in International Business & Finance (GPA 3.94, summa cum laude). I've passed Level I of the...
I recently earned an International MBA and a Master of Science in Finance from Florida International University (GPA 3.86), after completing a dual BBA in International Business & Finance (GPA 3.94, summa cum laude). I've passed Level I of the...

...relationships provide a significant learning advantage. Anyone can provide study material, but a teacher who takes the time to invest in and understand students is the key to real motivation. No matter the goal, I’ll be cheering you on and helping wherever...
...relationships provide a significant learning advantage. Anyone can provide study material, but a teacher who takes the time to invest in and understand students is the key to real motivation. No matter the goal, I’ll be cheering you on and helping wherever...
Working with Kylie was one of the best decisions I made during my medical school application process. Her edits were thoughtful, precise, and elevated my writing without ever losing my voice. She has an exceptional ability to clar... - Andrew, 6 lessons with Kylie
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11 Investing lessons
2 Investing lessons
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Investing tutoring online connects learners with experts for personalized, one-on-one education on stocks, portfolio management, and financial planning. Platforms like Wyzant, AmazingTalker, and MentorCruise offer flexible sessions, covering topics from beginner basics to advanced trading strategies for adults, teens, and college students.
Investing can feel complex, but with guided instruction, learners can understand how to build a portfolio, manage risk, and navigate market trends. Working with a tutor helps break down investing concepts into manageable steps and gives learners the confidence to make informed financial decisions.
Wyzant supports learners by providing access to experienced investing tutors who tailor lessons to each student’s goals, experience, and schedule. Through personalized online sessions, students gain practical skills and knowledge to succeed in today’s financial markets.
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