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Dan B.

Experienced Investment Professional Specializing in Finance

Experienced Investment Professional Specializing in Finance

$30/hour

About Dan


Bio

Hi, I am Dan. I graduated magna cum laude with a B.S.B.A. in Finance from Xavier University. I have been working in different areas of the finance field since college and I have been working for a Registered Investment Advisor here in Nashville for the past 8 years.

I've always remembered those teachers in my past who have gone out of their way to make materials relatable and understandable for me and I want to do the same for people looking for help in their own studies. I enjoy teaching...

Hi, I am Dan. I graduated magna cum laude with a B.S.B.A. in Finance from Xavier University. I have been working in different areas of the finance field since college and I have been working for a Registered Investment Advisor here in Nashville for the past 8 years.

I've always remembered those teachers in my past who have gone out of their way to make materials relatable and understandable for me and I want to do the same for people looking for help in their own studies. I enjoy teaching and helping people better understand what they are learning and preparing them for success. I have tutored in the areas of finance and accounting in the past and I'm looking for students to help in classes or exam preparation relating to those areas as well as anything relating to the CFA program.

I work with financial accounting data all the time through my work. I have a lot of experience working with accounting data and understanding the major types of financial statements since it is such an important element of my job. In addition, I have worked through several financial accounting classes from college and accounting was a major component of the CFA program.

I have successfully completed all three levels of the Chartered Financial Analyst program and have been a holder of the CFA designation for the past 5 years. I appreciate and understand the time and effort it takes to study for such a demanding program and I want to help set people up for success who are going through this program. I also have experience with the materials covered on the Series 3, 7, and 66 exams.

I hold a degree in Finance and have plenty of experience from my professional experience using the information I learned through my undergrad studies and in the CFA program. I am passionate about finance and enjoy helping people better understand finance-related topics and why they are important.

I am very eager to help and will be quick in my responses. I am easy to get in touch with, so feel free to reach out with any questions or to schedule a lesson!


Education

Xavier University
Finance

Policies

  • Tutor’s lessons: In-person
  • Hourly Rate: $30
  • Travel policy: Within 25 miles of Nashville, TN 37212
  • Lesson cancellation: 3 hours notice required
  • No background check

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

Dan hasn’t set a schedule.


Subjects

Business

CFA,

CFA

I have passed all three levels of the CFA exam program. I am an active member of the CFA Institute and currently hold the CFA designation. I completed the level 3 exam in 2012 and have been an active member in good standing ever since.
Finance, Financial Accounting

Corporate Training

Finance

Other

Finance

Test Preparation

CFA

CFA

I have passed all three levels of the CFA exam program. I am an active member of the CFA Institute and currently hold the CFA designation. I completed the level 3 exam in 2012 and have been an active member in good standing ever since.

$30/hour

Dan B.

$30/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

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

Contact Dan