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Finance/MBA Tutor - Corporate Finance, Investments, Series 65
Steven M.

5.0 (316 ratings)

1,214 hours tutoring

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Hourly rate: $78

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About Steven

Bio

Bio

I am a late-stage financial professional with decades of real-world experience in corporate finance and investments. Currently applying for an adjunct professor role with an online university, I bring both academic rigor and practical expertise to my tutoring.

I specialize in helping MBA students, CFA candidates, and finance professionals master challenging concepts in:

Corporate Finance (WACC, capital structure, M&A, dividend policy)

Investments (portfolio theory, options,...

Bio

I am a late-stage financial professional with decades of real-world experience in corporate finance and investments. Currently applying for an adjunct professor role with an online university, I bring both academic rigor and practical expertise to my tutoring.

I specialize in helping MBA students, CFA candidates, and finance professionals master challenging concepts in:

Corporate Finance (WACC, capital structure, M&A, dividend policy)

Investments (portfolio theory, options, bonds, derivatives)

Financial Modeling (Excel & VBA applications for valuation and forecasting)

What sets me apart is my ability to translate theory into practice. I don’t just review formulas — I show you how finance is applied in real corporate and investment settings.

I offer structured programs such as:

MBA Finance Crash Course (5 sessions): A deep dive into valuation, WACC, and capital structure.

CFA Corporate Finance Prep (8 sessions): Focused practice on exam-style problems with real-world context.

Finance Career Coaching: Resume review, mock interviews, and case prep for investment banking and corporate finance roles.

Students describe me as patient, practical, and highly effective at simplifying complex material. My goal is not just to help you pass — but to help you truly understand and apply finance.

Finance
Investments
Corporate Finance
Trading and Markets
Options and Futures
Managerial Finance
Introductory accounting
Linear Programming
CFA Level I
Series 65

I completed a Bachelor's in Finance from the University of Montana with Highest Honors, and an MBA from Yale University with Distinction being selected for Teaching Assistant in the MBA program for both Corporate Finance and Statistics.

I can also work with you on your Series 65 (Investment Advisor Rep) exam and also Series 7.

Please reach out to me to schedule a session today!

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Education

University of Montana
Finance and Economics
Yale School of Management
MBA

Policies

  • Hourly Rate: $78
  • Rate details: Special Rates: 10 hours for $600 5 hours for $325
  • Lesson cancellation: 12 hours notice required

  • Background check passed on 10/27/2022

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

Business

Business

I worked as an Equity Trader and Portfolio Manager on Wall Street and I have owned and operated a small business for the last 6 years. I am experienced in data analysis, investments, portfolio management, systems development, spreadsheets, and small business operations and finance.
CFA

CFA

I have passed the CFA Level 1 and also hold the Chartered Alternative Investment Analyst (CAIA) designation which has a lot of material crossover. I also have worked as a portfolio manager utilizing many of the CFA concepts for the past 20+ years
Finance

Finance

Bachelor's and MBA in finance and 20+ years on Wall Street.
Microsoft Excel

Microsoft Excel

developed many trading models and quantitative analysis of trading strategies using excel during my 24 year career on Wall Street
QuickBooks

QuickBooks

I own a small business and I manage all financial aspects (~1million revenue, 16 employees) of the operation in QuickBooks - expenses, revenue, bank statements, reconciliations, credit cards, payroll!, financial statements and regulatory filings. I have done so for 8 years now.
Series 63

Series 63

I passed the Series 7 with a score of 98%, the highest score ever recorded at that testing center at the time (1992)
Series 65

Series 65

I just recently studied for the Series 65 exam and took the test on 2/15/23 and passed. They do not show your score, but I was scoring an average of 92% on the practice exams. I have also taken and passed the Series 3, 7, 24, 55, 63. I have worked in the financial services industry for over 24 years.
Steven M.'s Photo

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Response time: 29 minutes

Ratings and Reviews

Rating

5.0 (316 ratings)
5 star
(310)
4 star
(5)
3 star
(0)
2 star
(0)
1 star
(1)

Reviews

Professional & Personal

Id say I've had over ten meetings with Steven, and he is an incredibly knowledgeable yet down-to-earth professional. He has provided tremendous value professionally and personally, significantly impacting my course and career. Despite balancing two demanding careers, he is always accessible to his clients and never cuts a conversation short. He is exceptionally reliable and smart. Look forward to my next appointment.

Brian, 16 lessons with Steven

amazing

Smart and also down to earth, gets the work done no matter how hard but also laid back and easy to talk to. Very patient

Dylan, 4 lessons with Steven

Very knowledgeable and patient

Steven’s deep expertise in finance and statistics was invaluable during our session. As someone with no prior background, I found the MBA level material challenging, but Steven patiently clarified key concepts and terminology. His step-by-step guidance and follow-up notes made a real difference in helping me complete this week’s assignment.

Wendy, 1 lesson with Steven

knowledgeable and patient tutor

The tutor is knowledgeable in international financial management, responds promptly to questions, and provides clear, effective solutions. Good skilled and reliable advisor.

Yap, 2 lessons with Steven

Great guidance and business acumen.

I'm in a capstone business class where I have to put concepts I've used previously together. Steven helped me get my head around what needs to be done, where to focus, and general strategies moving forward.

Jordan, 1 lesson with Steven

Knowledgeable and patient tutor

Steven is a knowledgeable, patient tutor who provided invaluable MBA and career advice, using his practical experience to help me navigate my educational and professional path.

Angela, 1 lesson with Steven

Knowledgeable and helpful

Steve is an exceptional tutor. His knowledge, patience, and dedication to my learning have been very helpful. He always went the extra mile to ensure I understood the material, tailoring his teaching style to my needs and making complex concepts clear and accessible. His encouragement and support significantly boosted my confidence and academic performance. I highly recommend Steve to anyone seeking a top-notch tutor who genuinely cares about his students' success.

Julia, 4 lessons with Steven

Went from a 67 to 100 in Finance Course!

Steven tutored me for my investment management and portfolio analysis finance course and helped me go from making a 67 on the first test to making a 95 and 100 on the next two. I went from a D in the class to ending with an A thanks to Steven. He was very flexible with meeting times and always helpful and patient.

Avery, 3 lessons with Steven

Very helpful

Working with Steven has proven to be very helpful. I appreciate his ability to explain the topic in a clear and understandable way I appreciate this opportunity very much.

William , 5 lessons with Steven

Awesome Really Patient and Methodical Thinker

Steven helped me prepare for my finance exams and really made sure I was comfortable with the material. He took his time to make sure I understood the concepts and even showed me alternate solutions for the questions. I would rate him 5/5 stars as a tutor.

Anthony, 17 lessons with Steven