Caitlyn S.
17 Investing lessons
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Your success is my priority. I have been preparing to work with you for many years. When we share our enthusiasm for finance, accounting, and investment, we will both be enriched by the experience. We will succeed together. How have I...
Your success is my priority. I have been preparing to work with you for many years. When we share our enthusiasm for finance, accounting, and investment, we will both be enriched by the experience. We will succeed together. How have I...
Always informative and teaches the basics as well as advanced knowledge. Even in the setting of an urgent and short meeting he can quickly adapt lessons to get students to the right place! - R, 24 lessons with Tihamiyou
I worked for two large financial firms for 13 years. The 63 is the state securities registration exam. I like to explain the differences between broker dealers and investment advisors to begin. I took the 63 when I first started working and...
I worked for two large financial firms for 13 years. The 63 is the state securities registration exam. I like to explain the differences between broker dealers and investment advisors to begin. I took the 63 when I first started working and...
I recently passed my Series 7 and I am happy to give a lot of the credit to Jason. Let me start off by saying he is worth every single penny. I previously used other tutors through Wyzant and a lot of them have preset presentation... - Sean, 3 lessons with Jason
...& World Report. Attended seminars spanning a wide range of areas including (but not limited to) consulting, investment banking, investment management, private equity, sales & trading, corporate and e-commerce, marketing, and advertising. Completed...
...& World Report. Attended seminars spanning a wide range of areas including (but not limited to) consulting, investment banking, investment management, private equity, sales & trading, corporate and e-commerce, marketing, and advertising. Completed...
I passed this exam TWICE, as a prior position did not require me to have this license and therefore the company allowed it to lapse. When I later joined a different firm, I had to retake the exam, which additionally cemented the information in my...
I passed this exam TWICE, as a prior position did not require me to have this license and therefore the company allowed it to lapse. When I later joined a different firm, I had to retake the exam, which additionally cemented the information in my...
"Bret is an exceptional tutor who played an absolutely pivotal role in my success on the Series 66 exam. Over the past month, his guidance and expertise were instrumental in helping me not just understand, but truly dominate this ... - Alex, 17 lessons with Brett
What I Offer: As an investment banker, I provide comprehensive coaching for both academic and professional success. Whether you're navigating competitive investment banking recruiting, preparing for behavioral interviews or...
What I Offer: As an investment banker, I provide comprehensive coaching for both academic and professional success. Whether you're navigating competitive investment banking recruiting, preparing for behavioral interviews or...
Since that time, I have worked for a number of registered broker-dealer firms as well as SEC registered investment advisory firms. I currently hold six securities licenses. I currently work in a compliance and supervisory role with a large...
Since that time, I have worked for a number of registered broker-dealer firms as well as SEC registered investment advisory firms. I currently hold six securities licenses. I currently work in a compliance and supervisory role with a large...
Austin is very Knowledgeable. Passed the Series 7 with his help. Highly recommend. Went over the important areas of the exam. Thank you for everything you did to help me on my path! - Devan, 2 lessons with Austin
...working for major investment banks. I have worked for a Big Four accounting firm as a valuation expert and also held jobs as Chief Financial Officer and Chief Executive Officer. I have taught CFA seminars at Wall Street Investment Banks and worked...
...working for major investment banks. I have worked for a Big Four accounting firm as a valuation expert and also held jobs as Chief Financial Officer and Chief Executive Officer. I have taught CFA seminars at Wall Street Investment Banks and worked...
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 have been tutoring for 8+ years and I love teaching professionals and students complex concepts in investment banking, private equity, and finance in an extremely easy to follow way. I have tutoring experience in finance /...
I have been tutoring for 8+ years and I love teaching professionals and students complex concepts in investment banking, private equity, and finance in an extremely easy to follow way. I have tutoring experience in finance /...
I messaged Jason at the last minute before a Superday I had with a firm and subsequently had a session the day of the interview to help prepare me via a mock interview / discussion after. Despite limited time to prepare for our se... - Josh, 2 lessons with Jason
...experience helping students succeed. I work as the Director of Development at a broker-dealer and am also a registered Investment Adviser Representative (IAR). In addition to my industry roles, I hold an MBA and professional designations, including...
...experience helping students succeed. I work as the Director of Development at a broker-dealer and am also a registered Investment Adviser Representative (IAR). In addition to my industry roles, I hold an MBA and professional designations, including...
Karen S. was a pleasure to work with. She made me feel very comfortable and took her time when explaining how the calculation would work. She has a great personality, and very easy to talk to. I highly recommend her if you are in ... - April
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 Tutoring...
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 Tutoring...
Arielle took me from scoring in the 50th percentile to the 97th percentile on the MCAT psych/soc section. She was able to help me find my weak points and change my perspective on test taking for this part of the exam. She is extre... - Alex, 26 lessons with Arielle
I have previously passed 5 license exams: the Series 7, 63, 65, 86 & 87. I hold the Chartered Alternative Investment (CAIA) and Financial Risk Management (FRM) designations and I am a level 3 CFA candidate. I'm a former trader,...
I have previously passed 5 license exams: the Series 7, 63, 65, 86 & 87. I hold the Chartered Alternative Investment (CAIA) and Financial Risk Management (FRM) designations and I am a level 3 CFA candidate. I'm a former trader,...
Sebastian was nothing short of a game changer for me. He was the 4th Tutor I have used over my testing journey and the others did not even compare. Sebastian breaks down test taking techniques to make them simple, helps you unders... - Sean, 8 lessons with Sebastian
Mastering the English language is tough, but it can be great fun. Time spent working towards your English language goals is a sound investment in your personal, academic, and professional success. I hold a master's degree in Adult...
Mastering the English language is tough, but it can be great fun. Time spent working towards your English language goals is a sound investment in your personal, academic, and professional success. I hold a master's degree in Adult...
If you are looking for a tutor who will exceed your expectations, Maggie is that person. Her vibrant outgoing personality makes tutoring sessions fun and engaging, while her incredible teaching skills, extensive experience, and t... - Zulfia, 54 lessons with Maggie
Every business requires some form of investment and a sufficient number of customers to whom its output can be sold at profit on a consistent basis. It is generally believed that the more sales that are made above the service or product...
Every business requires some form of investment and a sufficient number of customers to whom its output can be sold at profit on a consistent basis. It is generally believed that the more sales that are made above the service or product...
Funminiyi provided me with valuable insights and practical knowledge on the Capsim simulation, which allows participants to run a virtual company and make strategic business decisions. He helped me develop a deeper understanding... - Jolena, 5 lessons with Funminiyi
I am a finance and accounting Tutor with over two years experience tutoring corporate finance and accounting to college students and professionals. I also worked as an investment banker in M&A and other complex transactions and I have...
I am a finance and accounting Tutor with over two years experience tutoring corporate finance and accounting to college students and professionals. I also worked as an investment banker in M&A and other complex transactions and I have...
A really great session that was super helpful. It is very evident that Kalydosos has a strong grasp on the concepts I’m learning in class. Thank you again! - Victoria, 5 lessons with Kalydosos
I hold an undergraduate degree in Finance, Investments, and Banking. My professional journey spans 15 years on Wall Street, where I worked in investment banking (specializing in Mergers & Acquisitions) and hedge funds, focusing...
I hold an undergraduate degree in Finance, Investments, and Banking. My professional journey spans 15 years on Wall Street, where I worked in investment banking (specializing in Mergers & Acquisitions) and hedge funds, focusing...
Seeing someone finally start to understand the material brings me great satisfaction and reminds me why I started tutoring in the first place. As a tutor, I not only focus on explaining the material, but I am also personally invested in the...
Seeing someone finally start to understand the material brings me great satisfaction and reminds me why I started tutoring in the first place. As a tutor, I not only focus on explaining the material, but I am also personally invested in the...
UChicago BA Economics, 2+2 Admit to Harvard Business School, MBA with Honors, Rapidly promoted to Managing Director, Morgan Stanley, Investment Banking. Also served as Partner in Private Equity and Partner in Venture Capital Highly...
UChicago BA Economics, 2+2 Admit to Harvard Business School, MBA with Honors, Rapidly promoted to Managing Director, Morgan Stanley, Investment Banking. Also served as Partner in Private Equity and Partner in Venture Capital Highly...
During my transition out of the US Army, Josh was instrumental in helping me learn concepts related to private equity, investment banking, accounting, and corporate finance. He also assisted me with my business school applications... - Danny, 7 lessons with Joshua
I am familiar will all industry study prep materials and can also share supplemental resources with you. I am an expert in the most frequently tested topics including; suitability, options, municipal bonds, debt, investment companies, and...
I am familiar will all industry study prep materials and can also share supplemental resources with you. I am an expert in the most frequently tested topics including; suitability, options, municipal bonds, debt, investment companies, and...
I can't thank Garth enough, as my job depended on passing the S7. I did not pass the S7 on my first attempt, but was able to succeed the second time, with the help of Garth. Specifically, he helped me to understand Options/Opti... - Adrian, 3 lessons with Garth
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
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
...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...
Patient, thoughtful, and intelligent are just a few words that come to mind when I think about how Kylie guided me through my paper. She did an amazing job helping me craft a research paper that I could be proud of. Whenever my br... - JT, 5 lessons with Kylie
Bio I am a late-stage financial professional with decades of real-world experience in corporate finance and investments. Currently applying for an adjunct professor role with an online university, I bring both academic rigor and...
Bio I am a late-stage financial professional with decades of real-world experience in corporate finance and investments. Currently applying for an adjunct professor role with an online university, I bring both academic rigor and...
Id say I've had over ten meetings with Steven, and he is an incredibly knowledgeable yet down-to-earth professional. He has provided tremendous value professionally and personally, significantly impacting my course and career. Des... - Brian, 16 lessons with Steven
During my career on Wall Street I covered macroeconomics, geo-economics and politics for Bloomberg and round table discussions at the Rockefeller Club. I applied my insights to investment considerations, M&A and commodity...
During my career on Wall Street I covered macroeconomics, geo-economics and politics for Bloomberg and round table discussions at the Rockefeller Club. I applied my insights to investment considerations, M&A and commodity...
This professor excels at fostering effective word choice and interactive communication, which has significantly improved my ability to handle important meetings. I highly recommend him - Pascale, 12 lessons with Professor Alan
...to grasp. I have been educating my clients for years on the following topics - retirement, tax, insurance, estate, and investment planning. I am patient and understand that people have different ways of understanding things. I can adapt my language...
...to grasp. I have been educating my clients for years on the following topics - retirement, tax, insurance, estate, and investment planning. I am patient and understand that people have different ways of understanding things. I can adapt my language...
17 Investing lessons
13 Investing lessons
9 Investing lessons
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