I am an Investment Associate at UBS with over three years of experience working with complex financial instruments, portfolio analysis, and capital markets. Prior to UBS, I gained investment banking experience at Barclays, one of the world’s leading global financial institutions. My hands-on Wall Street background allows me to bring real-world perspective into every tutoring session, helping students connect classroom concepts to how finance actually works in practice.
My academic...
I am an Investment Associate at UBS with over three years of experience working with complex financial instruments, portfolio analysis, and capital markets. Prior to UBS, I gained investment banking experience at Barclays, one of the world’s leading global financial institutions. My hands-on Wall Street background allows me to bring real-world perspective into every tutoring session, helping students connect classroom concepts to how finance actually works in practice.
My academic foundation is equally strong. I hold a Master of Business Administration and a Master of Science in Finance from Northeastern University, as well as a Bachelor of Science in Business Administration with a concentration in Finance from Monmouth University. I am also Series 7 and Series 66 licensed, meaning I have personally passed the very exams I help students prepare for, which gives me firsthand knowledge of the exam structure, content, and strategy needed to succeed.
My tutoring approach is personalized and results-driven. I specialize in helping students prepare for the Series 7, Series 66, and CFA exams, as well as MBA-level finance coursework, financial modeling, and investment concepts. I work one-on-one with each student to identify weak areas and build a study plan tailored to their specific goals. Whether you are a college student tackling corporate finance, a professional pursuing licensure, or an MBA candidate navigating investments, I will give you the tools and confidence to succeed.
