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Pat S.

Manitou Springs, CO

$50/hour

Experience and enthusiasm create results

In-person lessons

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Ohio University
Sociology, Education
Ohio University
Master's

Education

Ohio University (Sociology, Education)

Ohio University (Master's)

About Pat

I have contributed over 20 years to the success of financial businesses; including accounting, business operations, and daily task management. I earned a B.A. in Sociology and Education, a M.A. in SPSS; as well as several accounting courses; I successfully completed the NCUA Financial Analysis certification. I have completed CE credits in Finance, Ethics, Insurance Licensing , held a Series 7 license, been accountable for Million Dollar businesses, and managed teams of dozens of workers.

With a commitment to excellence, we will work as a team to achieve realistic goals, clear understandings, and have a bit of fun in the process. I will contribute expertise in business operations, financial acumen, career strategies; I will focus on theory and practice. My teaching/tutoring methods are interactive and based on real life situations, applications, and uses. I encourage open communication, relevant questions, and your effort in learning new skills.

I have taught math, finance, tax accounting, various customer service strategies, facilitated meetings, and encouraged all participants to find the ways to become successful as they define it. I appreciate the team approach to learning new information and encouraging the use of that knowledge in the workplace. My values are integrity, high ethical standards, and a focus on the task at hand; I believe in results.

Public speaking is often a matter of organization and sheer courage. It is a result of confidence building and belief that the message is as important as the person conveying it. I can help you do that!
I will listen, observe, and coach.



I have coached, cajoled, and task managed hundreds of people through the years; I have had a successful career myself.
The most gratifying part has been discovering that a person I knew , and helped, years ago is now in the C Suite, or a terrific entrepreneur, or is helping other folks on the path to success. It may be as simple as understanding personal goals, fitting the needed skills into those goals, and executing a thought out plan.

I began my career as a Math Instructor for adults returning to college. A few years later, I excelled as a Stockbroker, becoming certified as a Tax Accountant; rising to the Regional Manager position for 4 states. I contributed years as a Credit Union Branch Manager; then onto managing a $4 Million dollar per day vault, finally retiring as a CEO, after converting an operating system, revising/writing dozens of policies and procedures.
I am quite familiar with the daily operations of business and finance. I offer expertise in P&L, loans, accounts, budgets, forecasting, project plans, and operations.

I am available from very morning (I am an early riser!) to early evening, with flexible hours, and welcoming open communication. How may I help you find success and excellence?
Let's talk about how we can work together. Ask the questions, share your concerns, let me know how and when you are available.
I have contributed over 20 years to the success of financial businesses; including accounting, business operations, and daily task management. I earned a B.A. in Read more

Policies
Cancellation
24 hours notice required
Travel Radius
Travels within 20 miles of Manitou Springs, CO 80829
In-person lessons
Test Preparation:
Career Development
Business:
Business,
Career Development,
Finance

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.

Business

I have contributed over 20 years to the success of financial businesses; including accounting, business operations, and daily task management.
I earned a B.A. in Sociology and Education, an M.A. in SPSS; as well as several accounting courses; I successfully completed the NCUA Financial Analysis certification. I have completed CE credits in Finance, Ethics, Insurance Licensing , held a Series 7 license, been accountable for Million Dollar businesses, and managed teams of dozens of workers.

Career Development

In managing teams of entry level workers as well as highly experienced professionals, I know what works for people seeking to advance in their respective careers. One on one coaching for these individuals and teams was a daily opportunity. I used active listening skills, asked relevant questions as to goals and skills, and helped to prepare the "maps" to success.

Ohio University
Sociology, Education
Ohio University
Master's

Education

Ohio University (Sociology, Education)

Ohio University (Master's)

Hourly rate

Standard Hourly Rate: $50.00

Cancellation: 24 hours notice required

Travel policy

Pat will travel within 20 miles of Manitou Springs, CO 80829.