Dan M. - Former Investment Banker - CFA/CMA/Series 63/Series 79

UNCW Dan M. Tutors University of North Carolina-Wilmington Students in Wilmington, NC
$200 / hr
Teaneck, NJ
20 miles Travel Radius
In-person + Online
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...
Dan knows very well the investment banking industry and has taught me a lot regarding the insider's opinion for preparing for an IB career and life ahead. Thank you, Dan.
- Lana X. from Cambridge, MA
Provided excellent career advice, helped fix my resume, knowledgeable in all areas of finance. Will be meeting with him again to be tutored regarding interview prep, financial modeling , and CFA level 1 prep
- Tyler M. from Fair Lawn, NJ
Dan was very prepared, knowledgeable and has vast knowledge of financial modeling and valuation related knowledge across industries. He synthesizes concepts in an easy to understand manner supported by real world examples. Highly recommend!
- Michelle M. from Waltham, MA
I contacted Dan to try to get help with improving my excel level. He wad a very patient tutor, and he did make a lot of effort to help me to get the materials.
- Shihua X. from Brooklyn, NY
Dan was extremely prepared, knowledgeable, and helpful with his instruction. I highly recommend him and I'll definitely be using him again moving forward!
- Colin T. from New York, NY
Dan was very helpful explaining concepts and technical aspects of financial modeling. I would recommend him for your financial modeling needs
- Steven S. from New York, NY
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