Mutual Funds/Expert Profile

Expertise

I can answer most questions about mutual funds.

Experience in the area

I am the owner of Series 7 Exam Tutor , a financial tutoring business that provides personalized tutoring for the Series 7 Exam and the Series 6 Exam . I also offer tutoring for the CFA Exam as well as for undergraduate and graduate level finance courses. For additional information, please visit, Finance Exam Tutor Prior to launching Series 7 Exam Tutor, I worked in investments for 20 years with the majority of this time focused on investment analysis and portfolio management. I have worked for large companies such as Merrill Lynch and Evergreen Investments and have also worked for smaller firms as well. I also have an entrepreneurial spirit and left Evergreen Investments to launch Timeless Capital management, which specialized in mutual fund research. Throughout my career, I have sought to mentor younger colleagues whenever possible, especially those enrolled in the CFA program. I completed the CFA program in 2002 after passing all three exams on the first try. I also passed the Series 7 Exam with a score of 94%. For additional information about me, you can visit the links below:
http://www.series7examtutor.com
http://www.financeexamtutor.com
http://www.series6examtutor.com

Organizations

CFA Institute and CFA Society of Philadelphia

Publications

Investopedia

Education/Credentials

M.B.A. in Finance & Investments from the Zicklin School of Business at Baruch College and a B.A. in Finance & Economics from the City University of New York - Baccalaureate Program.