Search

Patricia P.

Dallas, TX

$60/hour

Finance and Communications Specialist

4.0 average from 1 ratings

$60/Hour


Send a message explaining your needs and Patricia will reply soon.

Response time:

Contact Patricia

TCU
finance, communicati

Education

TCU (finance, communicati)

About Patricia

I began tutoring a few months ago while working part-time in my husband's company, primarily as a favor to friends who had children who were struggling in high school or college with finance and/or accounting courses. I found I loved it. Over the years, I have also assisted many adults who knew of my background in communications and who needed help with public speaking engagements.

In addition to my college majors in business/ finance and in communications, I have spent over fifteen years working with major corporations (EDS, Blockbuster, and 7-11) in finance and accounting related positions as well as in public relations roles. In my work for these Fortune 500 companies, I have not only held positions handling the "nitty-gritty" of finance and accounting but also writing presentations, both general and finance-specific, for executive team members. I have also helped management members perfect their delivery of these presentations. I have always enjoyed working with young people and have not only mentored interns reporting directly to me, but have also run the firm-wide internship programs for two of the corporations listed above.

I love working with young adults helping them to master finance and accounting. I think both subjects can be fun--despite popular perceptions, and I enjoy sharing my enthusiasm. I also get great satisfaction out of helping speakers of all ages to make the best presentations possible--whether that presentation be before a high school class, a charitable organization, or a major corporate of industry event. In addition, I believe I can be a good guide to career development given my many years of working inside corporations and seeing the culture, career paths and options they offer.

I was able to parlay my 3.75 GPA in college and my editorship of the college newspaper into a full scholarship to graduate school while acting as senior advisor to the college newspaper after my graduation. Later, I did more graduate study in finance and accounting, while continuing to work full-time, so I know the "balancing act" most college and graduate students have to handle. Thus I try to come to every lesson fully prepared, after reviewing the student's text, if possible, assignments, and past tests, so that I can identify challenges in advance.

In finance and accounting, I might spend the first quarter of the lesson reviewing fundamentals but usually spend the bulk of the lesson on working on problems and or cases, as being able to apply fundamentals is the essence of these disciplines. In public speaking, I usually review preliminary
presentations, making changes where appropriate, but moving quickly to delivery issues such as interaction with the audience and diction.

In career counseling, I usually work with students first on prioritizing their objectives (lifestyle,, financial rewards, etc.), then moving on to identify fields and companies that might best accommodate these priorities.
I began tutoring a few months ago while working part-time in my husband's company, primarily as a favor to friends who had children who were struggling in high school or college with finance and/or accounting courses. I found I loved it. Over the years, I have also assisted many adults who knew of my background in communications and who needed Read more

Policies
Cancellation
24 hours notice required
Travel Radius
Travels within 20 miles of Dallas, TX 75230
Math:
Financial Accounting, GED, Managerial Accounting
English:
ACT English, ACT Reading, English, Grammar, Literature, Proofreading, Public Speaking,
Reading, SAT Reading, SAT Writing, Vocabulary, Writing
Test Preparation:
ACT English, ACT Reading, Career Development,
College Counseling,
GED, SAT Reading, SAT Writing, Series 63, Series 7
Language:
Reading, Writing
History:
American History, European History, Geography, Government & Politics, Political Science, Social Studies,
World History, Writing
Special Needs:
Reading, Study Skills
Elementary Education:
Grammar, Reading, Study Skills, Vocabulary, Writing
Business:
Business,
Career Development,
Economics, Finance, Financial Accounting, Managerial Accounting, Public Speaking,
Series 7,
Writing

Approved subjects are in bold.

Approved subjects

In most cases, tutors gain approval in a subject by passing a proficiency exam. For some subject areas, like music and art, tutors submit written requests to demonstrate their proficiency to potential students. If a tutor is interested but not yet approved in a subject, the subject will appear in non-bold font. Tutors need to be approved in a subject prior to beginning lessons.

Business

I have worked with a number of major corporations in finance and accounting-oriented jobs as well as alongside my husband in a modest-sized new venture, and have of necessity had to understand business plans, controls, financing, and staffing. I believe this broad experience as well as my academic training (double major in finance and communications in college, graduate school in business) qualifies me to advise not only on established business procedures but on new ventures. My tutoring approach would depend on where you are in the business cycle: I am qualified to help a student write a business plan, prepare budgets, identify staffing needs and specific personnel fits, outline needed controls and procedures, and also to help the student identify sources of financing if that is needed. In each of these endeavors, I would work with you as a "brain storming" partner, where the student explains his situation and I share with him/her my experience in other situations relevant to his/her own.

Career Development

Having seen a range of corporate paths as well as new venture opportunities in the course of my career, I believe that I can assist young people in identifying industry trends and the personalities of companies within industries. I feel that it is essential for potential employees to understand the corporate culture of any company with which they are interviewing as well as important for existing employees to understand any lack of advancement opportunities or lack of fit they may be experiencing and what other opportunities exist which may better fit their needs. I have successfully counseled many friends and colleagues in this area over the years. And in my one-on-one tutoring in areas like finance and accounting, I have often moved from tutor to mentor advising on career paths; for example, I recently helped an MBA realize that the best path toward her desire to be a media entrepreneur is probably to join a private equity group post-MBA and get a better idea how deals are done over a couple of years before venturing out on her own. My tutoring in this area always starts with priorities (financial gain, a balanced lifestyle, interests, etc.), then expands into the industries and companies and positions within these companies that facilitate these goals.

College Counseling

I have been a college trustee for twenty years, serving on virtually every committee of the board over this period and heading up four different committees of the board over my 20-year tenure, including admissions and financial aid, faculty, information and technology, and students and campus life. This experience has taught me how to judge a college on the above merits. I have also been exposed to other colleges through comparative analysis presented to the board and campus visits by the board to colleges we wish to emulate. And of course, I have visited with my own children to over 20 schools from the Ivy League to small liberal arts colleges in the Southeast and Southwest. When I have worked with my children and the children of friends in this area, I always start with the big questions--do you prefer an urban or small town campus, do you want a big school environment or a smaller school environment, what majors are you considering and what colleges are strong in these areas, what kind of social environment are you seeking--LSU on a football weekend or are sports and partying less of an item on your agenda? Once we have answered these questions, we proceed to winnow the list for explorations based on your answers and for what schools your credentials make you a viable candidate until we come down to a list of 5 to 10 to visit.

Public Speaking

I double majored in communications and finance in college, and I have often had jobs which combined these two interests. I have worked in investor relations and in public relations as well as in finance and accounting for Fortune 500 companies. I have written many presentations--some of them financial in nature, some more general--and worked with corporate presenters to accomplish their best delivery. I focus on intonation, pronunciation, breathing, eye contact, and how to best introduce humor into a presentation. This is the same approach I take with students,whether adult leaders or high school students, and I also emphasize how to answer questions without appearing defensive. My work with public speakers usually begins with reviewing their presentations for clarity and grammar, trying to improve their actual words and concepts as much as possible. Once we have a draft with which we both are comfortable, we work together until the delivery is as engaging for the anticipated as possible. I have even worked with engineers on delivering complex presentations where I initially had little understanding of the material but working together, we achieved outstanding feedback for the presenter.

Series 7

I have taken Series 7, Series 63, and Series 24 --each twice, I am embarrassed to admit, as I let the three licenses expire while I was working on a job that did not require these designations but then returned to a job which did. I scored in the high 90's on all three tests both times, which is very unusual as they are very difficult tests. However, my work has over the years generally required understanding of the capital markets and I have usually handled my own brokerage and investments so this gave me a strong background on the subjects involved going in to test preparation. As you probably know, FINRA provides an excellent study manual for these tests, and after reviewing the manual myself once again, I work with my students on each segment and every practice test, identifying problem areas for more intense work together until my students can walk into the testing room with confidence.

Social Studies

I majored in sociology in graduate school at TWU, but ended up working in finance and communications. I am still interested though in the social sciences, including of course sociology but also civics, government, economics, and other social studies areas. In fact, my husband laughs that my favorite relaxation is reading books about economics, history, politics, and government. not to mention the three newspapers a day I read to keep up with these subjects. When working with students in this area, I find there is a wide variation in sophistication, even at the high school level, so I try to figure out my students' starting points at our first sessions and then work with their texts and the current events I try to bring to each session to highlight how these subjects are "real world." This has helped my students do well academically at the same time it has increased their interest in the world around them.

TCU
finance, communicati

Education

TCU (finance, communicati)

Hourly rate

Standard Hourly Rate: $60.00

Cancellation: 24 hours notice required

Travel policy

Patricia will travel within 20 miles of Dallas, TX 75230.