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Degrees
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BA in Finance & Economics from the City University of New York, Baccalaureate Program, MBA in Finance & Investments from the Zicklin School of Business at Baruch College
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My Expert Service
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I can provide you with assistance on many investment topics. I am the owner of Finance Exam Tutor, a financial tutoring business that provides customized tutoring for the CFA exam and the Series 7 Exam as well as for undergraduate and graduate level finance courses.My strongest areas are portfolio management, mutual fund investing, equities and fixed income. I can also provide provide assistance in financial accounting, quantitative subjects and derivatives. I do not offer personalized investment advice or assessments of current market conditions
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Experience & Qualifications
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I am the owner of http//www.series7examtutor.com , a financial tutoring business that provides customized tutoring for the CFA exam and the Series 7 Exam as well as for undergraduate and graduate level finance courses. Prior to launching Finance Exam Tutor, I worked in finance for 20 years with the majority of this time focused on mutual fund investment analysis and portfolio management. I have worked for large companies such as Merrill Lynch and Evergreen Investments but have also worked for smaller firms as well. I also have an entrepreneurial spirit and left Evergreen Investments to launch Timeless Capital management, which specialized in mutual fund research. Throughout my career, I have sought to mentor younger colleagues whenever possible, especially those enrolled in the CFA program. I completed the CFA program in 2002 after passing levels 1, 2 and 3 consecutively. I also passed the Series 7 Exam with a score of 94%. In addition, I hold an M.B.A. in Finance & Investments from the Zicklin School of Business at Baruch College and a B.A. in Finance & Economics from the City University of New York - Baccalaureate Program.
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Available Modes Of Communication
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email/chat
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Most Recent Client Reviews
(Read all 1 reviews)
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by
User_09h742
on
Jan 10 2012
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Thank you mr Weiss great job. Responded quickly and the assignment was done by the required time.
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(Read all 1 reviews)
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Contact
Series 7 Tutor
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