Portland State University (BS Finance and Accounting BS Psychology)
University of Portland (MBA)
Portland State University - Economics (Graduate Coursework)
I graduated with a BS in Business Administration, completing a double major in finance and accounting, and graduated with honors. I also earned an MBA in Finance from the University of Portland. I went back to Portland State and earned another BS, this time in psychology, which again included more training in statistics and research methods. I am absolutely passionate about education, and want to share that enthusiasm and knowledge of the learning process with you.
I am well trained in investment theory and practice, financial markets, corporate finance, managerial economics, entry level economics, intermediate macroeconomics and microeconomics, money and banking, managerial economics, and have taken PhD level financial theory. I also successfully completed level 1 of the Chartered Financial Analyst examination, the premier designation in the investment profession. My business career has been an eclectic mix of accounting and operations, inventory management, and customer service in the footwear/apparel and financial services industries.
I would love to discuss your academic goal and needs, and work with you to put a plan in place to achieve more than you thought possible. I am a compassionate and caring person, and there is no such thing as a "stupid question". It's how you learn, along with a lot of hard work and most of all, persistence. Please contact me if this sounds like a process you would like to start. I can't wait to share my passion for learning with you! I graduated with a BS in Business Administration, completing a double major in finance and accounting, and graduated with honors. I also earned an MBA in Finance from the University of Portland. I went back to Portland State and earned another BS, this time in psychology, which again included more training in statistics and research methods. I am
I have a BS in Finance and Accounting, with Honors, from Portland State University and an MBA in Finance, from the University of Portland. I passed the CFA (Chartered Financial Analyst) level 1 examination. The CFA is the premier credential in the investment profession. I had an internship at Merrill Lynch. I am a Mutual Fund Accountant/Valuation Analyst for Asset Allocation and Equity Funds, as well as US Government and Money Market Funds. My investment industry experience totals 3 years. I invested on my own and selected my own retirement fund assets.
BS in Accounting and Finance, Portland State University Graduated With Honors
MBA Finance, University of Portland graduated with 3.56 GPA
6 years of business experience in accounting
I passed both the series 63 and series 7 exams on the same day, albeit in 1995. At the time I worked for a major investment management firm in Portland (buy side), and did mutual fund valuation accounting for four of the firm's eight mutual funds.