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Qualifications & Experience

Hi, my name is Chris and I am a Financial Professional and Financial Systems Expert. I completed my Bachelor's Degree in Finance and was a student tutor for accounting, finance, and economics completing the CRLA Level 1 Certification. Also, during college, I passed the Series 7, Series 63, and Life Insurance licenses.

After college, I've worked in many facets of the financial markets and corporate environment, with an extensive background in analyzing and producing concise relevant data for the financial uphold of individuals, corporations (public & private), “C” level management, and shareholders. Working background includes the Financial Services Industry with various roles as a Financial Advisor, Stock Broker, and Wall Street Trader, as well as Corporate America with roles in Cost Accounting, Financial Planning & Analysis, and Account Management.

Throughout this time I developed my skills in computers and Microsoft, especially Excel. I am highly proficient in Microsoft Excel is able to build any custom model using VBA & Macros as well.

My tutoring style is more hands-on where you bring your current problems, homework, etc, and we work through them as learning is much more valuable when applied to relevant functions.

I'm looking forward to helping you.

Chris

Education

2013

Central Connecticut State University

Finance

Degree

2013

Bachelors

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