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Todd M.

Knowledgeable and patient Tutor for Finance and the Series 65 Exam

Knowledgeable and patient Tutor for Finance and the Series 65 Exam

$50/hour

  • 160 hours tutoring

About Todd


Bio

I'm a financial services professional with 25 years of experience and an MBA from the Simon Business School at the University of Rochester. I believe that part of being in this industry is teaching, whether it be to students, clients or co-workers. I can teach finance, investments, business, algebra, geometry, Series 65 and others. I've taught investments to trust officers training for the CTFA exam. I also created a curriculum and taught an eight week class to CPAs at a local investment...

I'm a financial services professional with 25 years of experience and an MBA from the Simon Business School at the University of Rochester. I believe that part of being in this industry is teaching, whether it be to students, clients or co-workers. I can teach finance, investments, business, algebra, geometry, Series 65 and others. I've taught investments to trust officers training for the CTFA exam. I also created a curriculum and taught an eight week class to CPAs at a local investment advisory firm. I've been told my teaching style transforms complex topics into plain English. Please feel free to contact me to discuss subjects you may need assistance with and to schedule a time to meet.


Education

SUNY Brockport
Business Admin
University of Rochester
MBA

Policies

  • Hourly Rate: $50
  • Rate details: Cancellations and no-shows are subject to a charge equal to 50% of the scheduled time.
  • Lesson cancellation: 4 hours notice required
  • Background check passed on 12/21/2018

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Subjects

Business

Business,

Business

I have been in banking/finance for 25 years. For 3 years I taught investments to JPMorgan trust officers around the country preparing for the CTFA exam. I also created a curriculum and taught an eight week course on investments for CPAs at a registered investment advisory firm.
Finance,

Finance

I have been in the banking/finance industry for 25 years and have been both a Portfolio Manager and a Chief Investment Officer. I have developed model portfolios that have increased diversification and brought it closer to the efficient frontier. For 3 years I taught investments to JPMorgan trust officers around the country preparing for the CTFA exam. I also created a curriculum and taught an eight week course on investments for CPAs at a registered investment advisory firm. I passed the Series 65 exam in October 2018.
GMAT,

GMAT

I took the GMAT and scored in the 90th percentile after studying for one week. I can not only teach the subject matter but can also provide test taking techniques. I have the ability to explain complex topics in understandable terms.
Series 65,

Series 65

I have been in the banking/finance industry for 25 years and have been both a Portfolio Manager and a Chief Investment Officer. I have developed model portfolios that have increased diversification and brought it closer to the efficient frontier. For 3 years I taught investments to JPMorgan trust officers around the country preparing for the CTFA exam. I also created a curriculum and taught an eight week course on investments for CPAs at a registered investment advisory firm. I passed the Series 65 exam in October 2018.
Microsoft Excel

Computer

Microsoft Excel

Corporate Training

Business,

Business

I have been in banking/finance for 25 years. For 3 years I taught investments to JPMorgan trust officers around the country preparing for the CTFA exam. I also created a curriculum and taught an eight week course on investments for CPAs at a registered investment advisory firm.
Finance,

Finance

I have been in the banking/finance industry for 25 years and have been both a Portfolio Manager and a Chief Investment Officer. I have developed model portfolios that have increased diversification and brought it closer to the efficient frontier. For 3 years I taught investments to JPMorgan trust officers around the country preparing for the CTFA exam. I also created a curriculum and taught an eight week course on investments for CPAs at a registered investment advisory firm. I passed the Series 65 exam in October 2018.
GMAT,

GMAT

I took the GMAT and scored in the 90th percentile after studying for one week. I can not only teach the subject matter but can also provide test taking techniques. I have the ability to explain complex topics in understandable terms.
Microsoft Excel

Elementary Education

Elementary Math

Homeschool

Algebra 1, Algebra 2, Geometry, Prealgebra

Math

Algebra 1, Algebra 2, Geometry, Prealgebra, Probability

Most Popular

Algebra 1, Algebra 2, Geometry, Prealgebra

Other

Finance

Finance

I have been in the banking/finance industry for 25 years and have been both a Portfolio Manager and a Chief Investment Officer. I have developed model portfolios that have increased diversification and brought it closer to the efficient frontier. For 3 years I taught investments to JPMorgan trust officers around the country preparing for the CTFA exam. I also created a curriculum and taught an eight week course on investments for CPAs at a registered investment advisory firm. I passed the Series 65 exam in October 2018.

Summer

Algebra 1, Algebra 2, GED, Geometry

Test Preparation

GMAT,

GMAT

I took the GMAT and scored in the 90th percentile after studying for one week. I can not only teach the subject matter but can also provide test taking techniques. I have the ability to explain complex topics in understandable terms.
Series 65,

Series 65

I have been in the banking/finance industry for 25 years and have been both a Portfolio Manager and a Chief Investment Officer. I have developed model portfolios that have increased diversification and brought it closer to the efficient frontier. For 3 years I taught investments to JPMorgan trust officers around the country preparing for the CTFA exam. I also created a curriculum and taught an eight week course on investments for CPAs at a registered investment advisory firm. I passed the Series 65 exam in October 2018.
GED

Examples of Expertise


Todd has provided examples of their subject expertise by answering 24 questions submitted by students on Wyzant’s Ask an Expert.

Ratings and Reviews


Rating

4.8 (59 ratings)
5 star
(47)
4 star
(12)
3 star
(0)
2 star
(0)
1 star
(0)

Reviews

Show reviews that mention

All reviews

Very Knowledgeable in Investment Finance

Helped me review some information for my Investment class, he explained thoroughly, slowly, and with detail. Will definitely use him again!

Matthew, 1 lesson with Todd

A True Teacher

Todd spent time over the last month with 5 sessions to prepare me for the Series 65. I don’t know if I would have even had a chance without him. I came from a molecular biology background and Todd brought a whole new industry to layman’s terms for me. He could understand HOW I thought and bring together the gaps in logic. I highly recommend him.

Kasra, 4 lessons with Todd

Very knowledgeable and patient tutor

He help me understand concepts of Operations Management and Business with excel. He was very patient and explained concepts in a way that I could understand. I will definitely ask for another class with Todd

Tommy, 3 lessons with Todd

Super Helpful and Patient Tutor

I was having difficulty understanding the concepts regarding the investment portfolio I need to complete and Todd explained it all very thoroughly. He gave detailed answers and assisted me with all questions I had. He helped me set up my portfolio accurately, which I was struggling with prior. I will definitely be reaching out if I need further assistance in the semester!

Khadija, 1 lesson with Todd

Very accommodating tutor!

I've now had 3 meetings with Todd and I'm very glad to have found him. I connected with him in the middle of a difficult course with a few weeks to go. He's stepped right in to help on short notice on multiple occasions, and in an impressively accommodating manner. We had video trouble during one session, and he drove to my house to make it up! Very reasonable fee - you will get your money's worth!!

Gil, 7 lessons with Todd

Wonderful Tutor

I enjoyed my interaction with Todd. He is patient and understood what I want to learn and be able to accomplish on my own in the future. I have already recommended him to another possible student.

Amanda, 2 lessons with Todd

S65

Todd is patient and understanding! His experience teaching is obvious. He hides through the process and makes it easy. I was worried this want going to work out but it has.

Alejandro, 2 lessons with Todd

Knowledgeable and helpful

Todd helped walk me through fixed income securities. We covered US government bonds and the different types (bills, notes, bonds). Covered corporate bonds and differences between secured and unsecured. Walked through order of payout in a liquidation and who gets paid first. Covered muni bonds, how bonds are rated and the scaling system, and investment grade vs junk bond. Quick run through of asset backed pass through securities. Talked about risks involved with fixed income and differences between callable vs convertible. Touched on different types of yields and calculating tax equivalent yield. Finished up with overview of duration, convexity, and discounted cash flow.

Chase, 1 lesson with Todd

Extremely Knowledgeable

Todd is simply amazing. It takes him no time to refresh himself on my course material and teach it to me almost better than my Professor. He is extremely flexible and patient. I always leave my learning sessions feeling confident in my understanding of the course material.

Gabrielle , 7 lessons with Todd
Contact Todd

Response time: 3 hours

$50/hour

Todd M.'s Photo

Todd M.

$50/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

  • Find the right fit, or your first hour is free

Contact Todd

Response time: 3 hours