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Qualifications & Experience

I tutor by analogy -- I find a related topic which you understand and use that concept to explain the current topic. That, combined with a deep knowledge of business, economics, & history, enables me to cement your understanding thru multiple examples. Abstract concepts without practical examples = learning soon to be forgotten.

My life mission has been analyzing the past in order to change the future. My core attributes are analysis, organization, and business communication.

I have started and/or managed 6 companies, including marketing research, investment banking, software development, a pension fund, personal care, and a business consulting firm. I have underwritten loans to $100 million and managed portfolios to $650 million.

I have an inquisitive nature, with deep knowledge and interests in business, marketing, demographics, technology & science, international commerce, and outsourcing.

I have performed hundreds of business projections/forecasts for entities in all economic sectors, giving me a quick grasp of virtually all business models and Excel functions.

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Student Dist: 5% high school, 65% college under-grad, 25% graduate school, 5% career

Accounting 1 & 2, Cost Acctg
Business Strategy
Business Writing
Computer Information Sciences
Credit Analysis
Economics: Intro, Macro, Micro
Excel: Financial Analysis/Modeling/Forecasting, Solver, Graphs, Stats, Regression, Adv Functions
Finance: Intro, Advanced, Healthcare, Real Estate, Personal, International, Investments, Valuations
Football (American): Strategy, Tactics, Time Mgmt, Offenses/Defenses/Special Teams, Pass Routes & Coverages, Position Techniques, History
Foreign Service Exam
Operations Mgmt / Statistics
Political Science
FINRA brokerage licenses: 6, 7, 24, 63, 66 licenses



Education

1988

University of North Carolina at Chapel Hill

MBA

1981

The University of Alabama

Corp Finance & Invest Mgmt (cum laude)

Degree

1988

Masters

1981

Bachelors

Awards & Honors

1982

1st Place - Regional Paper Writing Contest

1984

National School of Real Estate Finance

1985

Uniform Credit Analysis

1986

Omega Commercial Loans to Business

1998

Series 7, 24, 63 brokerage licenses

2002

G-1 Life, Accident, & Health Insurance license

2009

Certified Pension Trustee

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