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Andrew tutors in Philadelphia, PA

Andrew O.

Private tutor in Philadelphia, PA

Education

I hold a dual bachelors degree in Economics and Finance from La Salle University and am a Series 7 and 63 licensed investment professional. I earned the Financial Risk Manager Designation (FRM) and Chartered Financial Analyst (CFA) designations, passing all exams on the first attempt.

Experience

I began my career at The Vanguard Group, where I held roles as a Brokerage Associate, Equity Portfolio Associate, and Senior Fixed Income Analyst before transitioning to a full time options trader role with Maverick Trading LLC. I have experience teaching the Series 7 curriculum to new hires as part of the Vanguard's rigorous training program, as well as tutoring those who failed the exam on their first attempt. I love being a catalyst for dramatic score improvements in my students.

Subject Expertise

Series 7CFA

Availability

Weekends at any time, Weekdays after 6PM

Can Meet

Up to 30 minutes away at my regular hourly rate

Hobbies

Investing is my passion. I love applying my theoretical background in finance to the real world through active portfolio management. As a former division I tennis player, I still need my tennis fix, which I get by playing in the Great Valley Corporate League. In my free time, I enjoy spending time with my family in Long Island, listening to music, and going for runs at the park.

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