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Finance | Econ | FINRA + More | Get Study Plans + Cheat Sheets
Matthew P.

5.0 (9 ratings)

27 hours tutoring

Your first lesson is backed by our Good Fit Guarantee
Hourly Rate: $70
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Response time: 1 hour

About Matthew

Bio

I help undergraduate and MBA students and FINRA candidates get through finance without drowning in slides or formula decks. I taught Investments and Financial Management to over 350 students at the University of North Florida, built those courses from scratch, and was nominated most impactful professor in consecutive semesters. Many people who contact me can follow a lecture and still freeze on a multi-step problem. That is the gap the first session is built to close.

Before we meet I...

I help undergraduate and MBA students and FINRA candidates get through finance without drowning in slides or formula decks. I taught Investments and Financial Management to over 350 students at the University of North Florida, built those courses from scratch, and was nominated most impactful professor in consecutive semesters. Many people who contact me can follow a lecture and still freeze on a multi-step problem. That is the gap the first session is built to close.

Before we meet I review what you send: a syllabus, homework set, exam outline, or FINRA content map. You leave with a written study plan and a cheat sheet built from that material. For a college or MBA class, the sheet uses your course's notation. For the SIE or Series 7, 63, 65, 86, or 87, it covers the rules and decision points on the test. Sheets for different exams stay separate.

Sessions stay simple. I work one idea at a time, walk through a full example, then have you do the next one out loud. I define terms in plain English and write variables in words as well as symbols. That pace helps students who read slowly, students with dyslexia, and anyone who freezes once the numbers start moving.

I earned a BBA in Finance from Temple and an MBA in Quantitative Finance from NYU Stern, where I was a teaching assistant and an analyst for the Michael Price Student Investment Fund. I passed CFA Level I and have held the Series 7, 63, 65, 86, and 87 licenses. I spent over three years as an equity research analyst at Susquehanna International Group and Credit Suisse. I also analyzed bank reports at the Philadelphia Fed, reviewed filings as a FINRA examiner, and later led investor relations at a NYSE-listed company. I use that work to explain why a formula or rule exists, not only how to memorize it.

I also teach valuation and the skills used to think and work like an investor, along with accounting, economics, and finance career prep. Send the syllabus, exam name, or next problem set and I will tell you how I would use the first hour.

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Education

Temple University
Finance
New York University
MBA

Policies

  • Hourly Rate: $70
  • Rate details: I offer group rate discounts that get larger with more students.
  • Lesson cancellation: 24 hours notice required

  • No background check

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

Business

Business

I taught finance courses at the University of North Florida’s Coggin College of Business to over 350 students, designing every course from the ground up, and students nominated me as the most impactful professor in back to back semesters. Professionally, I have built and presented multi-year growth and market expansion strategies directly to C-suite leadership, and I have done freelance strategy consulting for companies in the outdoor recreation and airline industries along with several small businesses. I hold an MBA in Quantitative Finance from NYU Stern, passed CFA Level 1, and spent over three years as a Wall Street equity research analyst studying how real companies compete and make money. Whether you are working through a business strategy case, a management or entrepreneurship course, or the finance and accounting side of a business degree, I can connect the framework to how it actually plays out in practice.
Career Development

Career Development

I hold an MBA in Quantitative Finance from NYU Stern and passed CFA Level 1. Throughout my career I have mentored and developed junior team members, from equity research associates at Susquehanna International Group and Credit Suisse to investor relations staff at my current company, building formal mentorship programs along the way. As an adjunct professor at the University of North Florida, I built a Wall Street guest speaker series featuring practitioners from firms including RBC, Macquarie, Jefferies, and UBS, and I used my professional network to help a former student land a job on Wall Street. I coach students and professionals on resumes, interview preparation, and how to break into competitive finance roles, drawing on my own network and hiring experience.
Finance

Finance

I hold an MBA in Quantitative Finance from NYU Stern and passed CFA Level 1. I spent over three years as an equity research analyst at Susquehanna International Group and Credit Suisse, building 3-statement financial models and valuation analyses, including DCF, comparables, and accretion/dilution, for public companies. I currently serve as interim Head of Investor Relations at a NYSE-listed company, working directly with the CFO on financial analysis and communication. As an adjunct finance professor at the University of North Florida, I taught Investments and Financial Management to over 350 students across five sections and built the courses' modeling and valuation curriculum from scratch.
Financial Accounting

Financial Accounting

My MBA from NYU Stern included a concentration in Accounting alongside Quantitative Finance. As a Wall Street equity research analyst at Susquehanna International Group and Credit Suisse, I built and maintained 3-statement financial models for public companies, which requires a deep, applied understanding of how the income statement, balance sheet, and cash flow statement connect. At Credit Suisse I led a multi-year analysis comparing GAAP to Adjusted results to assess the quality of reported earnings, and as a FINRA examiner and Federal Reserve analyst I reviewed financial records and regulatory filings, identifying over $350 million combined in misreporting. I can teach financial accounting both from the textbook and from the perspective of someone who has used it professionally to catch where the numbers don't hold up.
GMAT

GMAT

I scored in the 90th percentile on the GMAT and used that score to get into the MBA program at NYU Stern, where I concentrated in Quantitative Finance. My strongest section is Quant, since my career since business school has been built on applied math and financial modeling as a Wall Street equity research analyst. I also taught undergraduate Investments and Financial Management at the University of North Florida, so I have direct classroom experience explaining quantitative concepts clearly. I can help with the full test, but I am strongest on the Quant and Integrated Reasoning sections given my finance background.
Macroeconomics

Macroeconomics

I minored in Economics at Temple University alongside my Finance degree. Early in my career I worked as a Financial Reports Analyst at the Federal Reserve Bank of Philadelphia, where I produced trend analyses on member banks that were submitted to the Board of Governors to support monetary policy decisions and analyzed bank stress-testing data. As a Wall Street equity research analyst at Credit Suisse and Susquehanna International Group, I built thematic research on macroeconomic shifts and consumer spending trends to inform investment recommendations. My background is applied and practitioner-focused rather than academic, so I am strongest teaching how monetary and fiscal policy actually move markets and company results, not PhD-level theory.
Managerial Accounting

Managerial Accounting

My MBA from NYU Stern included a concentration in Accounting alongside Quantitative Finance. As a Wall Street equity research analyst at Credit Suisse, I built margin bridges and cost-structure analysis, along with sensitivity models around commodity costs, pricing actions, and volume elasticity, the same cost-volume-profit concepts at the core of managerial accounting. In my current corporate strategy role, I have built and presented business cases and capital allocation strategy to C-suite leadership, drawing on the same decision-making frameworks managerial accounting teaches. I focus on the internal decision-making side of the subject, cost behavior, budgeting, and capital budgeting, applied the way real companies actually use it.
Marketing

Marketing

I have spent my career on the research and messaging side of marketing rather than campaign execution. As a Wall Street equity research analyst at Susquehanna International Group and Credit Suisse, I led consumer research and survey analysis on spending behavior, product preferences, and competitive positioning for public companies. As interim Head of Investor Relations at a NYSE-listed company, I direct all external messaging and narrative, including investor presentations, fact sheets, and market perception studies that shape how the business is understood externally. I hold an MBA in Quantitative Finance from NYU Stern and passed CFA Level 1, and I regularly partner with corporate marketing teams on brand messaging and communications strategy.
MBA

MBA

I hold an MBA in Quantitative Finance from NYU Stern, where I was a teaching assistant for Business and Investing and an analyst for the Michael Price Student Investment Fund. I have since spent over four years as a Wall Street equity research analyst at Susquehanna International Group and Credit Suisse, and I currently serve as interim Head of Investor Relations at a NYSE-listed company. As an adjunct professor at the University of North Florida, I have taught Investments and Financial Management to over 350 undergraduate and graduate students, and I guest lectured graduate students in Foundations of FinTech. I focus my MBA tutoring on finance, corporate finance, investments, financial modeling, and valuation, drawing on both my own MBA coursework and my experience building financial models professionally.
Poker

Poker

I have played poker for over 15 years, including multiple World Series of Poker cashes and other tournament cashes, and I am a consistently profitable cash game player. My game is built on modern tournament theory, including ICM, positional ranges, and GTO versus exploitative adjustments, which I study using tools like GTO Wizard and resources like Modern Poker Theory. I can teach both cash and tournament strategy, from fundamentals to the leaks that separate a break-even player from a winning one. I focus on concrete, actionable adjustments rather than vague advice, the same way I approach any technical subject.
Series 65

Series 65

I hold the Series 65 license along with Series 7, 63, 86, and 87, and I passed CFA Level 1. Before my career in equity research and investor relations, I spent over two years as a FINRA examiner, where I evaluated client portfolios for suitability and reviewed investment advisers' compliance with securities regulations, the same regulatory and suitability material tested on the Series 65. I also hold an MBA in Quantitative Finance from NYU Stern and have three-plus years of Wall Street equity research experience, which covers the investment vehicles and economics portions of the exam. I can teach the exam from both sides, the regulatory rules I enforced as an examiner and the investment concepts I applied as an analyst.
Series 7

Series 7

I held the Series 7 license along with Series 63, 65, 86, and 87, and I passed CFA Level 1. Before my career in equity research and investor relations, I spent over two years as a FINRA examiner, reviewing broker-dealers' trading activity, sales practices, and compliance with securities regulations, the same subject matter tested on the Series 7. I also hold an MBA in Quantitative Finance from NYU Stern and have over three years of Wall Street equity research experience covering securities products, market structure, and investment analysis. I can teach the exam from both sides, the rules and enforcement perspective I built as an examiner and the practical securities knowledge I applied as an analyst.
SIE Exam (Securities)

SIE Exam (Securities)

I hold the SIE certificate along with Series 7, 63, 65, 86, and 87, and I passed CFA Level 1. Before my career in equity research and investor relations, I spent over two years as a FINRA examiner, reviewing broker-dealers' compliance with the same regulatory framework, market structure, and prohibited practices tested on the SIE. I also hold an MBA in Quantitative Finance from NYU Stern and have over three years of Wall Street equity research experience, which covers the securities products and market knowledge the exam tests. Since the SIE is the foundation for the Series 7 and other securities exams, I can walk students through both the material itself and how it's actually used once you're in the industry.
Algebra 1
Microeconomics
Study Skills
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Ratings and Reviews

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Reviews

Excellent Tutor

I have been working with Matthew to prep for the SIE. He has been excellent so far and has really helped me specifically with bonds + options. He is very smart and teaches concepts thoroughly. He pushes me to stretch my current skills and I look forward to continuing to prep with him for future exams I have to take.

Deirdre, 1 lesson with Matthew
Hourly Rate: $70
Response time: 1 hour
Contact Matthew