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Qualifications & Experience

I will educate you to understand and manage large sums of capital and cash flow through investment finance and corporate finance techniques. Learn to invest or advance your knowledge of the stock market and other financial markets! Learn how to protect your capital when the markets go down! Construct or modify your company's financial plan and strategy.

My clients include entrepreneurs, attorneys, private bankers, investment managers, working professionals and executives, and high net worth and ultra high net worth private investors (individuals and families). Additionally, I tutor and consult with graduate and undergraduate level students in business or business-related fields.

My education specialties include investment finance, financial management, and English/Spanish languages. My students attend universities, such as Stanford, Wharton, USC, UCLA, Cornell, Pepperdine, Woodbury, Argosy, Loyola, Cal State, Lutheran, and others. I train and educate business executives in the field of finance.

I approach tutoring and consulting on a case by case basis. Every student client comes to me with different needs and expectations. Therefore, I select people that I believe I can help, and I adapt my teaching techniques to provide best results. I use examples, analogies, images, and creativity since everyone understands and retains concepts differently.

I earned a master's degree in business administration (MBA) from Duke University, a Bachelor's degree in Finance Honors and Marketing (double-major) from Texas Christian University, and I also completed the Chartered Financial Analyst (CFA) program. The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential awarded by CFA Institute; the largest global association of investment professionals.

My finance practical experience includes money management at investment firms (hedge funds) and equity research in investment banking.

I believe education is the act of going up to the mountain, bringing wood, and building a house. God blesses the person that exerts effort while believing in success.

Education

2005

Duke University

Business

Degree

2005

Masters

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