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Steven

Finance Tutor - Ivy League MBA, Portfolio Manager/Trader

I'm a Yale MBA ('92) and Wall Street trader/portfolio manager. At Yale, I was a teaching assistant for Corporate Finance and Statistics for a world famous Finance professor. I now work in Finance again, after 9 years of running a small business. Throughout my career, I've prepared for and passed the following exams - Finra Series 3, 7, 24, 55, 65 & 63. Chartered Alternative Investment Analyst (CAIA) and Chartered Financial Analyst Level I (CFA). I've worked in data and systems intensive en...

business


finance


Microsoft Excel


QuickBooks


Series 63


Series 65