CFA, CPA, MBA, Finance professional tutor

Jason O.

With a rich background as a CPA, CFA charter holder, and MBA, I bring a wealth of knowledge and experience to my tutoring sessions. My 10 years experience as a tutor (college students and adults) and guest professor have equipped me with the ability to convey complex financial and accounting concepts in an accessible and engaging manner. I excel in both one-on-one and classroom settings, ensuring that each student receives the personalized attention they need to succeed. My approach is tailored to the unique learning styles and goals of each individual, fostering an environment where students feel confident and supported in their journey toward mastering the material.

In addition to my academic credentials, I have extensive professional experience in fixed income, asset liability management, and financial modeling. This hands-on experience allows me to provide real-world insights and practical applications of the concepts covered in the CPA and CFA exams. Whether guiding a student through the intricacies of financial reporting or helping them grasp the complexities of investment analysis, I am committed to their success. My tutoring sessions are not just about passing the exams but about building a deep, enduring understanding of the subject matter that students can carry forward in their professional careers.