"Bio

I am a late-stage financial professional with decades of real-world experience in corporate finance and investments. Currently applying for an adjunct professor role with an online university, I bring both academic rigor and practical expertise to my tutoring.

I specialize in helping MBA students, CFA candidates, and finance professionals master challenging concepts in:

Corporate Finance (WACC, capital structure, M&A, dividend policy)

Investments (portfolio theory, options, bonds, derivatives)

Financial Modeling (Excel & VBA applications for valuation and forecasting)

What sets me apart is my ability to translate theory into practice. I don’t just review formulas — I show you how finance is applied in real corporate and investment settings.

I offer structured programs such as:

MBA Finance Crash Course (5 sessions): A deep dive into valuation, WACC, and capital structure.

CFA Corporate Finance Prep (8 sessions): Focused practice on exam-style problems with real-world context.

Finance Career Coaching: Resume review, mock interviews, and case prep for investment banking and corporate finance roles.

Students describe me as patient, practical, and highly effective at simplifying complex material. My goal is not just to help you pass — but to help you truly understand and apply finance.

Finance

Investments

Corporate Finance

Trading and Markets

Options and Futures

Managerial Finance

Introductory accounting

Linear Programming

CFA Level I

Series 65

I completed a Bachelor's in Finance from the University of Montana with Highest Honors, and an MBA from Yale University with Distinction being selected for Teaching Assistant in the MBA program for both Corporate Finance and Statistics.

I can also work with you on your Series 65 (Investment Advisor Rep) exam and also Series 7.

Please reach out to me to schedule a session today!" less...