I have an undergraduate finance degree and minor in marketing from Miami University, and I currently work as a fixed income analyst at an institutional financial consulting firm, analyzing hedge funds for client use. I have tutored finance, investments, statistics, and business to graduate-level students. I bring both advanced teaching skills and real world career experience to motivate the learning process. I have seven years of professional experience. I have passed all three levels of the... [more]
Finance major at Miami University. CFA, CAIA, FRM level I candidate, series 7, series 65, series 66, life & health licensed. 7 years investment experience. Currently work as a fixed income and credit hedge fund analyst. Work with non-profit organizations, such as endowments and foundations, specifically colleges and universities.
I have tutored / mentored over 20 CFA candidates with great success. I personally passed all three levels of the CFA exam within 18 months. I also have passed similar tests such as CAIA, FRM level I, Series 7, 65, 66, and Life & Health. I am an active CFA Society of Cincinnati member, and have proctored CFA mock exams in the past. I'm always will to teach and motivate CFA candidates in best practices and subject matter.
I was a Finance major at Miami University. I am Series 7 licensed. I have seven years investment experience. I currently work as a fixed income and credit hedge fund analyst. I work with non-profit organizations, such as endowments and foundations, specifically colleges and universities.