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Dan

Former Investment Banker - CFA/CMA/Series 63/Series 79

I've worked in finance for over 10 years, with nearly 5 years as an investment banker at large bulge bracket banks. I majored in Finance as an undergraduate and have always focused on learning. My background is not in teaching, but am generally able to explain material well, especially if told in advance what concepts you want to cover. I've completed the CFA (Chartered Financial Analyst) exams, the Certified Management Accountant (CMA) exams, and the Series 63 and Series 79. If you need...

CFA


finance


Microsoft Excel


Series 63


Series 7


Managerial Accounting