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Juan M.

Patient - Finance Investments Capital Spanish - MBA

Patient - Finance Investments Capital Spanish - MBA

$199/hour

  • 1,205 hours tutoring

About Juan


Bio

I will educate you to understand and manage large sums of capital and cash flow through investment finance and corporate finance techniques. Learn to invest or advance your knowledge of the stock market and other financial markets. Learn how to protect your capital when the financial markets go down. Construct or modify your company's financial plan and strategy. You can apply this knowledge to the management of business loans having to do with working capital, SBA-related emergency impact...

I will educate you to understand and manage large sums of capital and cash flow through investment finance and corporate finance techniques. Learn to invest or advance your knowledge of the stock market and other financial markets. Learn how to protect your capital when the financial markets go down. Construct or modify your company's financial plan and strategy. You can apply this knowledge to the management of business loans having to do with working capital, SBA-related emergency impact loans, disaster recovery, debt service, credit ratios, and other financial obligations that impact the company's cash flow.

My clients include entrepreneurs, attorneys, private bankers, investment managers, working professionals and executives, and high net worth and ultra high net worth private investors (individuals and families). Additionally, I tutor and consult with graduate and undergraduate level students in business or business-related fields.

My education specialties include investment finance, financial management, and English/Spanish languages. My students attend universities, such as Stanford, Wharton, Columbia, Cornell, USC, UCLA, Pepperdine, Woodbury, Argosy, Loyola, Cal State, Lutheran, and others. I train and educate business executives in the field of finance.

I approach tutoring and consulting on a case by case basis. Every student client comes to me with different needs and expectations. Therefore, I select people that I believe I can help, and I adapt my teaching techniques to provide best results. I use examples, analogies, images, and creativity since everyone understands and retains concepts differently.

I earned a master's degree in business administration (MBA) from Duke University, a Bachelor's degree in Finance Honors and Marketing (double-major) from Texas Christian University, and I also completed the Chartered Financial Analyst (CFA) program. The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential awarded by CFA Institute; the largest global a


Education

Texas Christian Univ
Finance Honors Mktg
Duke Unversity
MBA

Policies

  • Hourly Rate: $199
  • Rate details: 24-hour change or cancellation notice or a full (1) hour will be charged. Same day, changes or cancellations will be one full (1) hour charge. PLEASE ACKNOWLEDGE THE CANCELLATION POLICY.
  • Lesson cancellation: 24 hours notice required
  • Background check passed on 12/8/2019

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Subjects

Business

Business,

Business

I worked as an equity research analyst covering under-followed small-capitalization companies misunderstood by Wall Street with unbiased and often contrarian recommendations at a Los Angeles-headquartered investment bank. Prior to the bank, I executed independent contractor projects by researching the competitive landscape for distinct industries and defining new venture opportunities. Additionally, I secured funding for a startup in the food services industry through two small business incubators, and I compiled and presented business plans and financial projections for a technology startup. My professional career began in 2000 working for three Texas-based hedge fund investment firms as an equity research analyst, trader, and assistant to the Chief Investment Officers at two of the firms.
Finance,

Finance

I have approximately eight years of buy side hedge fund management experience in an analyst role. Additionally, I have two years of sell side equity research experience at a middle markets investment bank. I also completed the Chartered Financial Analyst (CFA) designation.
Financial Accounting,

Financial Accounting

BBA in Finance and MBA; financial and managerial accounting courses taken with "A" grade. Experienced investment financial analyst. Passed all three CFA exams.
Series 63,

Series 63

I have an MBA from Duke University, and I passed the Series 63 exam on January 3, 2015.
Managerial Accounting

Corporate Training

Business,

Business

I worked as an equity research analyst covering under-followed small-capitalization companies misunderstood by Wall Street with unbiased and often contrarian recommendations at a Los Angeles-headquartered investment bank. Prior to the bank, I executed independent contractor projects by researching the competitive landscape for distinct industries and defining new venture opportunities. Additionally, I secured funding for a startup in the food services industry through two small business incubators, and I compiled and presented business plans and financial projections for a technology startup. My professional career began in 2000 working for three Texas-based hedge fund investment firms as an equity research analyst, trader, and assistant to the Chief Investment Officers at two of the firms.
ESL/ESOL,

ESL/ESOL

Top master's degree in business (finance and marketing), with heavy emphasis in communication. Experienced GMAT Verbal Tutor/Teacher. Sell side investment research analyst (position includes frequent verbal and written English communication with institutional clientele).
Finance,

Finance

I have approximately eight years of buy side hedge fund management experience in an analyst role. Additionally, I have two years of sell side equity research experience at a middle markets investment bank. I also completed the Chartered Financial Analyst (CFA) designation.
Spanish

Spanish

I was born and raised in Latin America (Colombia and Ecuador) receiving bilingual middle school and high school college-prep education. Additionally, I completed summer internships at large corporations in Ecuador: Coca Cola and McCann Ericsson (advertising agency). I moved to the United States to begin undergraduate education in Fort Worth, Texas (Texas Christian University - TCU).

English

ESL/ESOL,

ESL/ESOL

Top master's degree in business (finance and marketing), with heavy emphasis in communication. Experienced GMAT Verbal Tutor/Teacher. Sell side investment research analyst (position includes frequent verbal and written English communication with institutional clientele).
ACT English, SAT Reading, SAT Writing, TOEFL

Homeschool

ESL/ESOL,

ESL/ESOL

Top master's degree in business (finance and marketing), with heavy emphasis in communication. Experienced GMAT Verbal Tutor/Teacher. Sell side investment research analyst (position includes frequent verbal and written English communication with institutional clientele).
Spanish,

Spanish

I was born and raised in Latin America (Colombia and Ecuador) receiving bilingual middle school and high school college-prep education. Additionally, I completed summer internships at large corporations in Ecuador: Coca Cola and McCann Ericsson (advertising agency). I moved to the United States to begin undergraduate education in Fort Worth, Texas (Texas Christian University - TCU).
Algebra 1, Algebra 2, Biology, Geometry, Prealgebra, SAT Math, SAT Reading

Language

ESL/ESOL,

ESL/ESOL

Top master's degree in business (finance and marketing), with heavy emphasis in communication. Experienced GMAT Verbal Tutor/Teacher. Sell side investment research analyst (position includes frequent verbal and written English communication with institutional clientele).
Spanish,

Spanish

I was born and raised in Latin America (Colombia and Ecuador) receiving bilingual middle school and high school college-prep education. Additionally, I completed summer internships at large corporations in Ecuador: Coca Cola and McCann Ericsson (advertising agency). I moved to the United States to begin undergraduate education in Fort Worth, Texas (Texas Christian University - TCU).
TOEFL

Math

ACT Math, Algebra 1, Algebra 2, Geometry, Prealgebra, SAT Math

Most Popular

ESL/ESOL,

ESL/ESOL

Top master's degree in business (finance and marketing), with heavy emphasis in communication. Experienced GMAT Verbal Tutor/Teacher. Sell side investment research analyst (position includes frequent verbal and written English communication with institutional clientele).
Spanish,

Spanish

I was born and raised in Latin America (Colombia and Ecuador) receiving bilingual middle school and high school college-prep education. Additionally, I completed summer internships at large corporations in Ecuador: Coca Cola and McCann Ericsson (advertising agency). I moved to the United States to begin undergraduate education in Fort Worth, Texas (Texas Christian University - TCU).
Algebra 1, Algebra 2, Biology, Geometry, Prealgebra

Other

ESL/ESOL,

ESL/ESOL

Top master's degree in business (finance and marketing), with heavy emphasis in communication. Experienced GMAT Verbal Tutor/Teacher. Sell side investment research analyst (position includes frequent verbal and written English communication with institutional clientele).
Finance

Finance

I have approximately eight years of buy side hedge fund management experience in an analyst role. Additionally, I have two years of sell side equity research experience at a middle markets investment bank. I also completed the Chartered Financial Analyst (CFA) designation.

Science

Biology

Summer

ESL/ESOL,

ESL/ESOL

Top master's degree in business (finance and marketing), with heavy emphasis in communication. Experienced GMAT Verbal Tutor/Teacher. Sell side investment research analyst (position includes frequent verbal and written English communication with institutional clientele).
Spanish,

Spanish

I was born and raised in Latin America (Colombia and Ecuador) receiving bilingual middle school and high school college-prep education. Additionally, I completed summer internships at large corporations in Ecuador: Coca Cola and McCann Ericsson (advertising agency). I moved to the United States to begin undergraduate education in Fort Worth, Texas (Texas Christian University - TCU).
Algebra 1, Algebra 2, Biology, Geometry, SAT Math

Test Preparation

Series 63,

Series 63

I have an MBA from Duke University, and I passed the Series 63 exam on January 3, 2015.
ACT English, ACT Math, SAT Math, SAT Reading, SAT Writing, TOEFL

Ratings and Reviews


Rating

5.0 (207 ratings)
5 star
(205)
4 star
(1)
3 star
(0)
2 star
(0)
1 star
(1)

Reviews

Very knowledgeable, committed, fast

Juan helped in a very complex case in corporate finance. He was very thorough, knowledgeable, diligent and goes above and beyond to make sure the student succeeds. Very professional!!! Looking forward to learn more things in the future.

Malini, 2 lessons with Juan

Highly Recommended - Easy to work with

Juan has a deep understanding of complex finance material and is an excellent teacher. He is adaptable and has a wonderful personality. I have worked with tutors in the past and Juan is one of the easiest people I have worked with. You can tell he has a natural aptitude for teaching and enjoys it.

Jennifer, 9 lessons with Juan

Excellent teaching, very practical!

Complex principles distilled into small pearls of knowledge! Helped me structure a framework for investment planning, based on his previous real world financial experience!

Joseph, 1 lesson with Juan

Juan is fantastic!

Juan is extremely smart, one of the kindest people you’ll ever meet, but most importantly he talks to me on my level. He knows his stuff but adds real world context that is amazingly helpful. For reference I am a Masters of Finance student. I would recommend to anyone needing help in finance.

Rob, 9 lessons with Juan

Great Teacher

Juan M. Really helped me in managerial accounting he was patient and he explained everything in details. I would definitely recommend him.

H, 7 lessons with Juan

Excellent accounting tutor

Juan helped me out with managerial accounting. He is patient and explains concepts very clearly, and makes learning fun! Really enjoyed the session and highly recommend Juan!

Saurav, 1 lesson with Juan

soooo goood!!!

I loved my class!! I can’t wait for the next session! Juan is patient and explains terms and concepts really well! I feel super smart after my class :)

Dorota , 10 lessons with Juan

a great teacher

I have been working with Juan for a couple of months and he is incredibly knowledgeable helpful and can explain concepts very well. Also, he actually cares and takes a genuine interest in the goals you wish to achieve. Highly recommended

Karina, 13 lessons with Juan

Financial Modeling

Great at understanding the model and figuring it out quickly, and was able to help me understand in a timely manner! Very personable and easy to work with! I would highly recommend Juan!

Dimitri, 7 lessons with Juan

Knowledgeable and Exceptional Tutor

Juan helped me understand a very specific Case Study related to investment banking and walked me through step by step what needed to be done. Amazing tutor, I cannot recommend him enough!

Gerson, 1 lesson with Juan
Contact Juan

Response time: 2 hours

$199/hour

Juan M.'s Photo

Juan M.

$199/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

  • Find the right fit, or your first hour is free

Contact Juan

Response time: 2 hours