I have spent my career financing multi-national corporations. I have industry experience covering companies in sectors such as Industrials, Technology, Media, and Telecom, as well as Oil & Gas. Previously, I worked as a leveraged lending and risk analyst for Citigroup specializing in credit risk and analytics for companies with revenues ranging from $500MM-$3Bn while also covering a distressed debt portfolio. I consequently worked at MUFG (f/k/a Bank of Tokyo) on the portfolio management team...
I have spent my career financing multi-national corporations. I have industry experience covering companies in sectors such as Industrials, Technology, Media, and Telecom, as well as Oil & Gas. Previously, I worked as a leveraged lending and risk analyst for Citigroup specializing in credit risk and analytics for companies with revenues ranging from $500MM-$3Bn while also covering a distressed debt portfolio. I consequently worked at MUFG (f/k/a Bank of Tokyo) on the portfolio management team covering Industrials before moving to the Mizuho Technology, Media and Telecom investment banking coverage team. I left the banking industry in late 2019 to found a technology startup.
My teaching experience ranges from personal, one-on-one instruction to multi-participant corporate seminars. I also provide training programs for private equity and investment banks.
I work very well with students and professionals and have a track record to back it. I currently teach students from specialized private debt firms, Columbia and Wharton MBA candidates, and C-Suite business executives. As of August 2021, I have over 70 active students working on Wall Street, and 100% of my students who have worked with me for the purpose of landing a job have done so successfully.
In addition to teaching, I frequently work with companies of various sizes to consult & advise on various transactions or projects ranging from the engineering of financial & operating models, to full-on buy/sell side M&A engagements.
Looking forward to helping you reach your goals!
Joe is an exceptional finance and investment banking tutor who possesses a wealth of knowledge and experience in the field. He is helping me achieve my academic and career goals with his strong academic background and practical expertise. Joe's teaching style is engaging and dynamic, ensuring that I am fully immersed in the learning process. He is also a wizard at excel. He is patient and supportive, taking the time to explain complex concepts in a clear and concise manner. Overall, Joe is an outstanding tutor with a proven track record of delivering excellent student results.Constantine, 6 lessons with Joseph
Joseph helped me navigate a LBO model in a very effective way! Joseph is very experienced in the subject. He knows all the tips and he provided very useful guidance!Carlos, 4 lessons with Joseph
Joseph went above and beyond to prepare me for my interviews.. I have used many tutors over the years and Joseph is one of the best. He explains financial questions and terminology precisely. Also his teaching methodology is unique and effective. Highly recommend!!!Seema, 21 lessons with Joseph
Cameron New York
I reviewed and went through two Private Equity case studies with Joe. He was incredibly helpful and really knew his stuff. He explained some advanced financial modeling tactics to me and helped correctly position myself in the investment memos. Will 100% use again and would recommend to anyone!Cameron, 2 lessons with Joseph
Joseph is the most diligent tutor I’ve come across. He helped me work through a model and broke each step down in a very clear manner. I can not recommend enough.Omar, 2 lessons with Joseph
The BEST tutor!
Joe is absolutely amazing! I learned more from him about corporate finance in our sessions than I learned in college as a Business major. He is very knowledgeable and was able to help me understand concepts (3 statement modeling, DCF, LBO, M&A, etc) really well, allowing me to go into my IB interviews with full confidence. He was worth EVERY penny and then some!Breshaun, 11 lessons with Joseph
Excellent Finance Tutor
Joe is an excellent finance tutor. He explains financial questions and financial terminology concisely. He is very helpful. I highly recommend Joe as a finance tutor.Bridget, 2 lessons with Joseph
Joseph went above and beyond to help me prepare. He worked on short notice, let me exactly where I was and helped me over the finish line to prepare for an LBO modeling test. Would recommend Jospeh to anyone looking to improve their modeling with a patient, knowledgeable and overall great tutor!Nicole, 2 lessons with Joseph
Outstanding Teacher! - knowledgeable and patient
I've used dozens of tutors over the years and Joseph is one of the best. He takes time to understand your skill level before jumping into material and ensures you grasp the material before moving onto the next step. Also, his teaching methodology is unique and effective. Highly recommend!Dan, 1 lesson with Joseph
Very knowledgeable and productive tutor
I have been in tutoring sessions with Joseph for multiple sessions, and he has been extremely helpful and productive. He is well-versed with three financial statement modeling and LBO model, and is willing and able to guide through more complex concepts in simple terms. Highly recommended.Jason, 10 lessons with Joseph