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Experienced Finance Professional with CFA
Adrian W.

5.0 (5 ratings)

53 hours tutoring

Your first lesson is backed by our Good Fit Guarantee
Hourly Rate: $100
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About Adrian

Bio

I am Adrian! I have a passion for sharing my knowledge from my education and career in the financial industry!

In terms of my educational credentials, I graduated magna cum laude from Boston University with a bachelor’s degree in business management with a concentration in finance and a minor in economics. I also earned a master’s degree in finance from Boston College and the Chartered Financial Analyst (CFA) certification from the CFA Institute.

In my professional career, I have...

I am Adrian! I have a passion for sharing my knowledge from my education and career in the financial industry!

In terms of my educational credentials, I graduated magna cum laude from Boston University with a bachelor’s degree in business management with a concentration in finance and a minor in economics. I also earned a master’s degree in finance from Boston College and the Chartered Financial Analyst (CFA) certification from the CFA Institute.

In my professional career, I have extensive working experience in the banking, commercial real estate, financial markets, and asset management sectors. I worked as an accountant, an analyst (risk, investment performance, reporting), a consultant, and an executive. I have published seven industry articles so far. In my current role at Palm Street Consulting LLC, I am a consultant and a teacher. Since 2022, I have been teaching learners aged 10 to 18 investing in small group and 1 to 1 tutoring sessions.

I start with an initial free consultation where I listen to your needs and goals before discussing a plan of action. During my tutoring sessions, you have my undivided attention. You will be treated with respect, patience, and empathy. Business, Finance, and Investing can be complex topics to teach. I am committed to helping you master your subject by providing deep explanations, real-world examples, and nuances. If you are unsatisfied with my service, I’m happy to give you a free session or refund.

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Education

Boston University
Business Management
Boston College
Masters

Policies

  • Hourly Rate: $100
  • Rate details: Cancellation and No-Shows are subject to a cancellation fee equal to the hours booked multiplied by the online/in-person rate.
  • Lesson cancellation: 36 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 own a small financial services company that provides financial consulting and investor education. As a business owner, I am in charge of all aspects of the business, including sales, operations, accounting/tax, and marketing. I am an avid reader of business news and books. I graduated from Boston University with a bachelor's degree in business management.
CFA

CFA

I passed all three CFA exams on my first try while working in the financial industry and enrollment in a master’s program. I am happy to provide insights on how to study for the CFA exam while balancing other responsibilities. I can also speak to the effectiveness of the learning materials from the CFA Institute versus Kaplan Schweser. Many of the skills and knowledge I learned from the CFA exam were used successfully to advance my financial industry career.
Finance

Finance

I spent most of my career in the financial services industry and own a small financial services company that provides financial consulting and investor education. I earned a master’s degree in finance and the Chartered Financial Analyst certification. I am an avid reader of investing news and books.
Financial Accounting

Financial Accounting

In terms of my experience: two and a half years as a mutual fund accountant, several months as a Parent Teacher Organization Treasurer for an elementary school, currently an Audit Committee Trustee for a suburban scholarship foundation, and running the accounting functions of my small financial services business as a business owner. In terms of my education, accounting was a required course for my bachelor’s in business management and passing the Chartered Financial Analyst (CFA) exams. I am a CFA charterholder.
Microsoft Excel

Microsoft Excel

I spent most of my career in the financial services industry, where Microsoft Excel usage is ubiquitous. Some of my experience includes advanced formulas, pivot tables, data connections, and solver. I have direct experience with VBA and macros, but it is not my specialty.
Real Estate

Real Estate

Early in my career, I worked for a large publicly-traded property management company managing several million square foot of class A office buildings in suburban and urban environments. I have also worked at CoStar, providing commercial mortgage risk management consulting services to large banks and private investment funds. Last, I worked as a portfolio risk management executive at a regional bank heavily invested in commercial real estate.
Adrian W.'s Photo

Questions? Contact Adrian before you book.

Still have questions?

Contact Adrian

Ratings and Reviews

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Reviews

Professional and Thoughtful Tutoring Support for Graduate-Level Case Analysis

Adrian provided exceptional support for my graduate case analysis in organizational communication. Before the session, he took the time to understand my needs through a phone call and reviewed my course materials in advance, making our time together highly productive. During the session, Adrian didn’t just guide me but offered valuable insights and encouraged me to think critically, deepening my understanding of the material. His patience, especially with my English as an international student, made me feel comfortable and supported. Adrian’s flexibility with scheduling was also a huge help, accommodating my busy schedule. His professionalism, preparation, and personalized approach improved both my essay and my confidence. I highly recommend Adrian to anyone seeking dedicated and flexible academic assistance.

Miku, 2 lessons with Adrian

Exceptional Tutoring Experience with Adrian!

I cannot express enough gratitude for the incredible tutoring experience I had with Adrian. From the moment I reached out for assistance, Adrian was not only responsive but also genuinely invested in helping me succeed. His expertise in the subject matter was evident from the start, but what truly set him apart was his unwavering commitment to ensuring I grasped every concept thoroughly. Adrian's teaching style is both engaging and effective. He has a remarkable ability to break down complex topics into digestible bits, making even the most daunting material seem manageable. He was patient with me every step of the way, never once making me feel inadequate for asking questions or seeking clarification. What truly impressed me was Adrian's personalized approach to tutoring. He took the time to understand my learning style and tailored his lessons to suit my needs perfectly. Whether it was through interactive exercises, real-world examples, or visual aids, he always found creative ways to reinforce my understanding. If you're looking for a tutor who is not only knowledgeable but also dedicated to helping you reach your academic goals, look no further than Adrian. I cannot recommend him highly enough. Thank you, Adrian, for your invaluable support and mentorship!

Tony, 3 lessons with Adrian
Hourly Rate: $100
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