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A 25 year career in Corporate Finance, PE and Investment Banking.
David P.

1,366 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $63
Response time: 1 hour

About David


Bio

After 7 years of undergraduate and graduate work in Finance, I spent the following 10 years in commercial and corporate banking for Bank of America and Banamex, USA in senior management positions throughout California. Since then, I have been a successful business owner of commercial real estate and technology start-ups including Vikktoria, as seen on Wefunder.

I can provide extensive educational and career counseling services in finance, accounting, and commercial and investment banking....

After 7 years of undergraduate and graduate work in Finance, I spent the following 10 years in commercial and corporate banking for Bank of America and Banamex, USA in senior management positions throughout California. Since then, I have been a successful business owner of commercial real estate and technology start-ups including Vikktoria, as seen on Wefunder.

I can provide extensive educational and career counseling services in finance, accounting, and commercial and investment banking. I understand what a company is looking for when graduating from college. I completed my B.S. in Finance from San Diego Sate University and my graduate work in Northern California in International Banking.

My father was a lecturer in Physics and Engineering for several universities. I enjoy teaching and have helped my children become very productive business leaders in Finance for large scale companies in California. I would be honored to help you as you advance in your journey and education.


Education

San Diego State University
Finance
Commercial Banker's Development Degree, B of A
Masters

Policies


Schedule

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Approved Subjects

Business

Business

Over 7 years of undergraduate and graduate studies in Finance and International Banking. Worked for large corporate lenders such as Bank of America, Banamex USA and Citibank in senior management and contract debt negotiations. Private equity and debt syndications over the past 25 years.
Financial Accounting

Financial Accounting

I have an extensive financial accounting background in company operations and commercial real estate development. This includes my position as the CFO of an SAAS technology based legal services platform called Vikktoria, as seen on Wefunder. I have also spent the past 25 years in commercial equity syndications for projects requiring strong K-1 accounting for over a 50 different entities. and partnerships.
Interview Prep

Interview Prep

Approximately 15% of my over 1,200 hours tutoring has been interview prep work as part of the session. This includes prep for positions in Investment Banking, Private Equity, Corporate Banking, Bond markets and Accounting. I have received very positive feedback from the students I have helped. . I completed my B.S. in Finance from San Diego Sate University and my graduate work in Northern California in International Banking.
Project Management

Project Management

I have spent the last 25 years in project management, including investment banking activities in private equity and debt placements. I have managed real estate development projects from the acquisition stages through completion of construction, and to the sales of the finished product in multiple states. Additionally, I have owned and managed my own commercial real estate portfolio of 800 multi-family units comprised of 40 separate buildings.
Real Estate

Real Estate

In addition to my 25 plus years in Corporate Finance, I have also been a Licensed Commercial/Residential Broker in California sice 1998. Many of the case studies I work with for students involve Excel Modeling for Commercial real estate. I have worked with students on a graduate real estate level at Columbia, Wharton and Harvard over the past 2 years.
Finance
Macroeconomics

Examples of Expertise


David has provided examples of their subject expertise by answering 6 questions submitted by students on Wyzant’s Ask an Expert.

David P.'s Photo

Questions? Contact David before you book.

Still have questions?

Contact David
Response time: 1 hour

Ratings and Reviews


Rating

5.0 (275 ratings)
5 star
(271)
4 star
(3)
3 star
(0)
2 star
(0)
1 star
(1)

Reviews

Knowledgeable and patient

I had a complex research paper work that needed to be completed. David assisted me with an outline and went even further by helping me understand what it is I needed to do. I completed it on time and I am pleased with my results. I recommend David’s assistance. I will be using him again.

Stanley , 20 lessons with David

great teacher and explain good

He is a great teacher He things well And major too like how education will be needed and requirement even stuff to get into a higher spot then others

Samuel, 1 lesson with David

Great attention to detail

David did a great job taking the time to help me analyze my RE multi family investment model. David made sure to make the content and information relevant to current market conditions which helped put things into perspective. I found our sessions to be helpful and informative.

Mario, 2 lessons with David

Patient and methodical!

Very knowledgeable and explained everything from a real life perspective which makes it so much easier to understand the concepts!

Sofie, 16 lessons with David

Wonderful teacher, extremely patient and kind.

David is a great tutor who seeks to personally understand your needs. He is patient, and offers to adjust his pace allowing me to understand the material better. He is also very kind and ensures that you have time to ask questions and review problems as much as needed.

Ellie, 38 lessons with David

Great teacher, very patient!

“I had the pleasure of working with David as my tutor, and I couldn’t be more impressed with the experience. He demonstrated exceptional knowledge in the subject matter, communicated concepts clearly, and was incredibly patient throughout our sessions. David tailored his teaching approach to fit my needs, which made a huge difference in my understanding and confidence. His professionalism and dedication to helping me succeed were evident every step of the way. I highly recommend David to anyone looking for a skilled and supportive tutor. Thank you for doing such a great job!”

Rell, 31 lessons with David

Patient and methodical!

Very knowledgeable and explained everything from a real life perspective which makes it so much easier to understand the concepts!

Sofie, 16 lessons with David

Great tutor

My son enjoys working with David!!! He is familiar with commercial banking, valuations, and Investments. Sometimes professors don’t explain content in detail. (Lots of slides) My son had 3 sessions before mid-terms and received an A in 2 classes still waiting for grade in one class! If you want to learn the material contact David

Olivia, 5 lessons with David

Great Tutor! Patient and methodical!

Very knowledgeable and explained everything in a way that it was easy to understand. Showed care for the student and made sure to cover all the material in the session.

Sofie, 16 lessons with David

Very informative and patient.

We went over cash flow statements (NWC, Cap Ex,). He helped me understand what goes where and why. It's very clear that his professional experience is extensive, and he was able to use it to teach me very well.

Jacob, 1 lesson with David
Hourly Rate: $63
Response time: 1 hour
Contact David