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Over 200 tutoring hours

Kelly K.

Foothill Ranch, CA

$55/hour

Business Finance/Investment Tutor

In-person lessons
Background check passed as of 8/12/15
5.0 average from 94 ratings
Financial Wiz
— Peter, Laguna Hills, CA on 11/19/16

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University of Southern California
Business
Duke University (The Fuqua School of Business)
MBA

Education

University of Southern California (Business)

Duke University (The Fuqua School of Business) (MBA)

About Kelly

If you are having trouble with finance or investment finance, I can help you. I've been a successful investment manager of institutional equity portfolios for over 25 years, which involves understanding of businesses and modeling company financial statements. I also have an in depth understanding of what financial attributes are important in making good investments, including balance sheets, managements, cash flows, return on capital and other concepts that are important in understanding and applying finance.

In addition to my business experience, I've studied business and finance at the University of Southern California, earning a Bachelor of Science, and at Duke University, earnings a Master of Business Administration. I also have a Chartered Financial Analyst designation, which requires passage of three rigorous exams taken in succession covering in depth topics in economics, accounting, finance, ethics, portfolio management, derivatives, fixed income and other areas. I have had experience in being both a teaching assistant at the college level and as a mentor and adviser to graduate students for Duke's MBA program. I also interview high school students students applying for admission to Duke.

If you are having trouble with finance or investment finance, I can help you. I've been a successful investment manager of institutional equity portfolios for over 25 years, which involves understanding of businesses and Read more

Policies
Travel Radius
Travels within 20 miles of Foothill Ranch, CA 92610
Background Check: Passed
In-person lessons

"Financial Wiz"

- Peter, Laguna Hills, CA on 11/19/16

"Great Finance & Accounting Tutor"

- Marcus, Santa Ana, CA on 9/22/16

"Very thorough and detail orientated tutor, always goes above and beyond!"

- Marta, Murrieta, CA on 9/2/16

"Very knowledge and helpful"

- Fiorella, Lake Forest, CA on 8/19/16

"Knowledgeable and patient tutor"

- Nanette, Sun City, CA on 7/30/16

"Can't thank Kelly enough"

- Nadia, Rancho Santa Margarita, CA on 7/6/16

"Highly recommended. Knowledgeable and direct"

- Wendy, Murrieta, CA on 4/30/16
Test Preparation:
Career Development

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.

Career Development

I have been a practitioner in the field of investment finance for over 25 years and currently am a portfolio manager and partner of a Southern California institutional equity investment firm. I am a Chartered Financial Analyst and have a BS degree in Business from the University of Southern California and an MBA from Duke University. My goal in this program is to help students understand finance and it's practical applications as well as understand the potential career opportunities in the field.

Finance

I have been in the investment management industry for 30 years as an fundamental stock research analyst and a portfolio manager of institutional equity portfolios. I graduated from The University of Southern California with a BS in Finance and from Duke University with an MBA in Investment Finance. I also have a Chartered Financial Analyst designation. In my spare time, I tutor and mentor students in finance to help them understand material as well as the practical applications of finance in future careers, in additional to achieving good outcomes and success in their courses in the field.

University of Southern California
Business
Duke University (The Fuqua School of Business)
MBA

Education

University of Southern California (Business)

Duke University (The Fuqua School of Business) (MBA)

Financial Wiz — Kelly has been a life saver, he is very patient and very helpful in explaining the material I needed his help on. ...

— Peter, Laguna Hills, CA on 11/19/16

Hourly rate

Standard Hourly Rate: $55.00

Travel policy

Kelly will travel within 20 miles of Foothill Ranch, CA 92610.