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Ivy League MBA/CFA -- Finance and Accounting Expert, CFA and CPA Prep
Lisa A.

614 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $150
Response time: 4 minutes

About Lisa


Bio

Lisa attended the University of Chicago and received her BA with Honors in Economics and her MBA in Finance from The Wharton School. She is a CFA, passing each section on the first try. She has worked on the buy and sell sides, a major rating agency, and in investment/merchant banking and commercial banking. Lisa is well versed in corporate finance, equity and fixed income analysis, credit, securitizations, modern portfolio theory, and risk management with 39 plus years of Wall Street and...

Lisa attended the University of Chicago and received her BA with Honors in Economics and her MBA in Finance from The Wharton School. She is a CFA, passing each section on the first try. She has worked on the buy and sell sides, a major rating agency, and in investment/merchant banking and commercial banking. Lisa is well versed in corporate finance, equity and fixed income analysis, credit, securitizations, modern portfolio theory, and risk management with 39 plus years of Wall Street and banking experience. She previously taught Financial Risk Management at a major university on Long Island (not this semester). and works full time in commercial banking at a large corporate and middle market credit underwriting. She resides in Long Island and Manhattan.

For CPA Prep, I am relatively new to the Wyzant platform. I have tutored hundreds of candidates to scores as high as a 93 over the years. I have the Becker platform and have worked with candidates on how to approach the simulations. I have an excellent strategy to help maximize your chances of passing. I tutor for all four sections.

She works on Career Development - counseling, mock interviews, application advice.

Available evenings and weekends. Cancellation policy is 6 hours in advance.


Education

B.A., University of Chicago, General Honors
Economics - with Honors
The Wharton Business School (University of Pennsylvania)
MBA
CFA
Other

Policies

  • Hourly Rate: $150
  • Rate details: If you want several lessons I can discount. I also can set a group price.
  • Lesson cancellation: 6 hours notice required
  • Background check passed on 3/8/2020

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

Business

Business

Lisa attended the University of Chicago and received her BA with Honors in Economics and her MBA in Finance from The Wharton School. She has worked on the buy, sell, and for a rating agency and is well versed in equity and fixed income analysis and credit. She currently teaches Financial Risk Management at Hofstra University. She resides in Long Island and Manhattan. Honors in Economics, finance investments, credit, equity and fixed income analysis.
Career Development

Career Development

I can guide and mentor those interested in pursuing a business or economics degree and going to MBA programs. I have the work experience too to guide and mentor those in need. I have been counseling students about summer jobs too in finance - commercial and investment banking since I have 30 plus years of experience. I do this online and within Bank of America I mentor the analysts etc.
CFA

CFA

I have a CFA and teach/tutor all aspects of the curriculum. Plus, I have worked in the field 35 years as a credit analyst and equity analyst.
Econometrics

Econometrics

While at UChicago undergraduate, I studied upper level Statistics, had two years of Calculus and took Econometrics at Chicago Booth Graduate School of Business.
Finance

Finance

Lisa studied finance/economics at the top schools Wharton and U Chicago and studied for her CFA. She has worked in banking for over 30+ years. Her knowledge and practical experience is impeccable. Study with the best!
Algebra 1
Elementary Math
Financial Accounting
Geometry
Managerial Accounting
Lisa A.'s Photo

Questions? Contact Lisa before you book.

Still have questions?

Contact Lisa
Response time: 4 minutes

Ratings and Reviews


Rating

5.0 (388 ratings)
5 star
(387)
4 star
(1)
3 star
(0)
2 star
(0)
1 star
(0)

Reviews

Undergrad Finance Student

Lisa has been incredible in helping me in my foundations of finance class. She knows all the material, is great at explaining things, and is very patient when you are stuck. Her hours are also flexible so she is very easy to work with as a student. She has helped me so much and made me feel a lot more confident in finance. She has many years of experience, which means great real world examples and advice! Thank you Lisa!

Virginia, 23 lessons with Lisa
Tutor responded:

Thank you Virginia! You’re a pleasure to work with as well and a great finance student.

Thank you Lisa!

I did a career session with Lisa. An hour full of great MBA interview advice and school-specific research! Appreciated Lisa’s investment in my success

Taylor, 1 lesson with Lisa

Helpful Tutor

Lisa helped me with the Financial Institution Management and Modeling course. She helped me understand banking institutions and regulations and the formulas and problems. I received an A in my class. Thank you Lisa.

Yolanda, 3 lessons with Lisa

great lesson on Option greeks

Lisa helped me understand the Option Greeks. She was very patient and clear when describing how each greek impacted the price of a put or call. We examined delta closely, as well as theta, and it was very helpful to my understanding of how market conditions can impact the price of an underlying stock, and then how that would impact the price through delta.

Eliza, 2 lessons with Lisa

Knowledgeable and patient Tutor

I have been working with Lisa over the past few weeks. Her CFA Level 1 material knowledge and ability to explain the topics in easier terms has greatly improved my understanding of the material. She is also easy to work with, has flexible hours, and very patient.

Ann-Marie, 28 lessons with Lisa

Fantastic Tutor

Lisa is patient, personable, and truly cares about her students' success. She has played a tremendous role in helping my studies for the CFA and I will definitely be using her for the next level!

Michael, 7 lessons with Lisa

Very patient

Ms. Lisa was very helpful and patient and took the time to go over the material with clear explanations. It was really helpful as I was having trouble understanding the wording of the content and needed the help to prepare for my exams. Her explanations made things a lot clearer so I was able to prepare for my test more easily.

Meg, 3 lessons with Lisa

Knowledgeable with great real world experience

Lisa is able to jump in at any point of the CFA L1 learnings and walk you through the material. She is also a great person to network with when it comes to real world, applicable, finance experience. A great connector! Thanks Lisa.

Emily, 1 lesson with Lisa

CFA Student

Lisa is great at explaining concepts and provides explanations of how they are used in the real world. She is very patient and kind. Lisa is able to use her professional experience in banking to provide a wider range of examples for students to understand CFA in real world settings.

Annalee, 116 lessons with Lisa

Knowledgeable and Professional.

Lisa has been a very valuable resource for my studies. She has been able to use her professional knowledge and experience to guide me through the rigor of the CFA level 1 exam. She is flexible with her schedule and cares very deeply about helping me pass the CFA level 1 exam. I look forward to continuing my studies with her.

Nicholas , 58 lessons with Lisa
Hourly Rate: $150
Response time: 4 minutes
Contact Lisa