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Experienced Finance Educator Specializing in Excel, Data & Prep Skills
Robert A.

2 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $40

About Robert


Bio

As an educator and mentor, I focus on clarity, precision, and adaptability. My tutoring philosophy centers on understanding each student’s goals, comprehension level, and learning style to provide the best instruction. My sessions begin with clarifying what the student needs, where they are on the learning curve, and identifying their goals. From there, I adapt my approach to ensure my student's understanding of the material. My teaching reflects professionalism, patience, and a commitment to...

As an educator and mentor, I focus on clarity, precision, and adaptability. My tutoring philosophy centers on understanding each student’s goals, comprehension level, and learning style to provide the best instruction. My sessions begin with clarifying what the student needs, where they are on the learning curve, and identifying their goals. From there, I adapt my approach to ensure my student's understanding of the material. My teaching reflects professionalism, patience, and a commitment to helping students think. My goal is to make the student thrive.

I am a chess enthusiast and team captain. I bring mentorship, and creativity to my education, inspiring students to reason deeply, communicate clearly, and approach every challenge with confidence and purpose.

I have taught at the Stevens Institute of Technology as an Adjunct Professor in the School of Business, leading courses in system innovation, data analytics, and design strategies. My teaching journey began as an independent tutor while studying at St. John’s University, where I discovered my passion for helping others grasp complex ideas in finance, statistics, and writing. That passion extends to my lifelong interest in history, philosophy, and literature, disciplines that sharpen reasoning, creativity, and communication. I also teach MS Excel modeling, business writing, and applied statistics, emphasizing how logic and structure can turn data into meaningful insight.

I am a finance professional with over 25 years of experience in banking for major Wall Street firms, as well as an educator and published author with two master’s degrees and a certificate in Data Science and Systems Engineering. I specialize in statistics, regression modeling, probability, and risk analysis, applying data-driven insights to complex financial systems. I have held my Series 7 and 66 licenses and worked as a broker and financial advisor. A recognized expert in MS Excel and PowerPoint, I pair technical precision with strong writing and communication skills.


Education

SUNY Cortland
History, Philosophy
Saint Johns University
MBA
Stevens Institute of Technology
Masters

Policies


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Approved Subjects

Interview Prep

Interview Prep

With over 25 years in finance, data analytics, and business communication, I excel at preparing candidates for interviews by helping them anticipate and answer the kinds of questions hiring managers truly ask. I guide clients in responding to behavioral, technical, and situational questions with clarity and confidence—turning complex experiences into compelling stories of impact and leadership. Drawing on my background as an educator, writer, and former Wall Street professional, I coach individuals to articulate their value, think strategically under pressure, and communicate with polish and purpose. I know how to leave the manager with a lasting impression that will put the candidate in a competitive light.
MBA

MBA

I have an MBA, and an MS in technology and business. I have over 25 years of Wall Street experience working for major banking firms. I specialize in risk management, data analytics, and finance math and products. In addition to my finance career, I have taught business innovation, statistics, and data analysis as an adjunct professor and independent tutor, combining analytical rigor with clear communication. As a published author and experienced business writer, I translate complex financial and technical concepts into accessible, engaging insights.
Microsoft Excel

Microsoft Excel

Data and financial modeling expert. 25 years Wall Street analytics and investment management.
United States History

United States History

With a strong foundation in American History, I apply analytical and research skills to understand how economic, political, and cultural forces shape institutions and behavior. My background in history, philosophy, and writing enhances my ability to interpret complex financial and social systems with clarity and depth. This perspective allows me to connect historical context to modern day.
Finance
Social Studies

Examples of Expertise


Robert has provided examples of their subject expertise by answering 3 questions submitted by students on Wyzant’s Ask an Expert.

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Hourly Rate: $40
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