As a senior hedge fund investment professional with over 20 years of experience, and as a Portfolio Manager and Senior Analyst, I am excited to offer my expertise as a FINRA Series 7 and finance/economics exam tutor. My career is built on a practical mastery of equity and debt instruments, options strategies, economics, corporate finance and hedge fund strategies. Combined with 8 years of formal tutoring experience, I specialize in breaking down dense, intimidating financial and regulatory...
As a senior hedge fund investment professional with over 20 years of experience, and as a Portfolio Manager and Senior Analyst, I am excited to offer my expertise as a FINRA Series 7 and finance/economics exam tutor. My career is built on a practical mastery of equity and debt instruments, options strategies, economics, corporate finance and hedge fund strategies. Combined with 8 years of formal tutoring experience, I specialize in breaking down dense, intimidating financial and regulatory concepts into simple, real-world scenarios that help students excel.
My academic foundation and professional credentials reflect a rigorous commitment to excellence:
Columbia Business School (Columbia University): MBA from a top-5 program.
Lafayette College: B.A. in Economics & Business, graduating magna cum laude with a 3.78 GPA.
FINRA Credentials: Passed the Series 7 (89% score), alongside advanced qualifications including the Series 24 (General Securities Principal) and Series 86 (Research Analyst) exams.
My interest in teaching began during my undergraduate years at Lafayette College, where I underwent formal tutor training and realized that engaging, supportive instructors are the most effective. Since then, I have successfully taught a diverse demographic of students ranging from ages 18 to 40, spanning one-on-one sessions and classroom settings. My background includes two years of volunteering at a local community college, and most recently, four years of targeted coaching for university-level Finance & Economics courses alongside specialized FINRA Series 7 preparation.
My tutoring methodology focuses on conceptual mastery and test-taking confidence. I specialize in identifying each student’s unique learning style to uncover the root causes of test anxiety or specific performance gaps. Whether a student is struggling with complex options math or margin accounts, I utilize targeted practice questions and strategic elimination techniques to ensure they can confidently navigate exam day.
