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Juan M.

Patient to upskill and reskill you: 20+ years investments finance

Patient to upskill and reskill you: 20+ years investments finance

$199/hour

  • 1,560 hours tutoring

About Juan


Bio

I will educate you to 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, privare equity, and other markets. Learn how to be opportunistic with your capital as the financial markets go down. Construct or modify your company's financial plan and strategy.

My clients include entrepreneurs, startups, private and public companies, attorneys, private bankers, investment managers,...

I will educate you to 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, privare equity, and other markets. Learn how to be opportunistic with your capital as the financial markets go down. Construct or modify your company's financial plan and strategy.

My clients include entrepreneurs, startups, private and public companies, attorneys, private bankers, investment managers, working executives, and high net worth 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, 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 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. I also passed the FINRA exams: series 7, 63, 86, and 87.

My finance experience prior to help founding the current firm includes money management at investment firms (hedge funds) and equity research in investment banking.

I believe education is the act of going up to the mountain, bringing wood, and building a house. God blesses the person that exerts effort while believing in success.


Education

Neeley School of Business, Texas Christian University
Finance Honors Mktg
Duke University
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).
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).
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

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).
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).
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.
SAT Math, SAT Reading, SAT Writing, TOEFL

Ratings and Reviews


Rating

5.0 (303 ratings)
5 star
(299)
4 star
(1)
3 star
(1)
2 star
(0)
1 star
(2)

Reviews

best tutor out here

Juan is legit the best tutor out here!! So grateful to have him as a tutor he’s legit af. Learned more from him than I did from my teacher. Highly recommended

Brian, 4 lessons with Juan

extremely helpful!

Explained concepts very clearly and was able to clarify content. I feel much more confident with the material. Great tutor!

Andrea, 1 lesson with Juan

Very Knowledgeable

I appreciate how patient and how unintimidating Juan is. He is certainly overqualified and I was lucky to find him.

Donald, 2 lessons with Juan

best tutor out here

Juan is legit the best tutor out here!! So grateful to have him as a tutor he’s legit af. Learned more from him than I did from my teacher. Highly recommended

Brian, 4 lessons with Juan

Ex. Great teacher, very informative, and patient

Juan did a great job explaining to meet the fundamentals of the net president value, internal rate of return and basis point change for an offshore wind project. I highly recommend him if somebody needs help in finance.

Dennis, 2 lessons with Juan

Helped me understand the fundamentals

Juan was very patient and helped me understand the basic principles before we moved forward with my questions. I will be connecting with Juan for future tutoring.

John, 1 lesson with Juan

Great Teacher

Knowledgeable and patient. I will definitely reach out again for financial analysis assistance. He made sure I understood and asked me to interrupt when needed with questions. Awesome tutor!

Pamela, 2 lessons with Juan

Proficient and great tutor

Juan was great at helping me with my finance class. Highly recommend; we were able to get everything nailed down. He even met with me on short notice which was very helpful. Thanks

Dennis, 1 lesson with Juan

Very nice and patient tutor

He was very patient with me and was gave me some great tips on how to do well on my exam.He gave me insight on what types of answers the professor was looking for.

Dan, 1 lesson with Juan

Great tutor

Metrics to determine cost of capital which are extremely helpful in my line of work. I have a better understanding of the net asset value of a company. Looking at each metric has allowed me to understand analyst expectations.

Daniela, 9 lessons with Juan
Contact Juan

Response time: 1 hour

$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: 1 hour