San Francisco, CA, 94941
Joined on July, 2016
Weekdays at any time
Up to 1 hour away for a flat fee
EducationKenyon College - Political Science - 2001 - 3.0 GPA . My favorite Political authors were Plato and Aristotle. I loved Aristotle's concept of Philosopher-King - that the ruler most fit is the one who does not want to rule. Our founding fathers agreed, that government service ought not be be a career. Sadly our US political leaders today are career politicians with selfish motives. We've lost the purity of intention of "The Philosopher King".
Oddly I did poorly in both micro and macroeconomics in college. I didn't get it back then. However, later in life as I entered the financial services, studying economic policies and events became a passion and now I have a wonderful understanding of (largely) macroeconomic trends, events, and policies. It's all about the Central Banks (Fed Reserve, Bank of Japan, Bank of England, and Euro Central Bank, and others) and their setting of interest rates - everything else is based off of their benchmark.
ExperiencePassed the series 7 on first attempt with 89%.
Passed the series 66 exam on first attempt with 86%.
I can teach you options and municipal bonds. Those 2 together comprise approx 40% of the series 7. When you finally figure out the key to options questions, those questions become your friend on the exam because they're quantifiable and you'll know how to solve them every time! That goes for margin account content and a few others which are also quantifiable. You want to get to a point where you look forward to those kinds of questions because they're lay ups - you know how to solve them every time. You're not going to remember every rote item but if you know the math based systems, you can afford t miss a few rules and regs.
I have10 years of real experience working for several of the largest Asset Management Firms including BlackRock, Allianz Global Investors, and Morgan Stanley. I specialize in Mutual Fund and Exchange Traded Funds and Fixed Income (Bonds) in particular.
I was Intimately involved in helping clients navigate the 2008 financial crises, in retrospect the latter half of 2008 and first quarter 2009 was the single best learning experience of my career, and believe me I paid attention !
I want to be a tutor because I simply love teaching and I'm naturally articulate.
I have a real academic passion for discussing interest rates, global credit (debt) expansion, monetary policy (especially negative rates), and the relationship between macroeconomic and capitial markets events. Does anyone else care that US bonds are no longer AAA by S+P? Or worse that there are 7 or 8 other governments whose debt carries a lower rate than the US? Some are even negative! These are interesting times and it bears watching!
HobbiesI grew up playing ice hockey in Connecticut. The last time I played hockey was at Madison Square Garden! (for a corporate event) I lived in Manhattan for 8 years and I was there during Hurricane Sandy. I also do photography as Element 5 Photography. I meditate, I surf, I play the drums, and I play golf. Also I started running to stay in shape for hockey, surf, etc but running became it's own thing and I have now run 2 half marathons in New York City and Rhode Island, and also a 10 miler.
I also love to travel especially for surf trips. Surfing has taken me to Costa Rica, Nicaragua, Puerto Rico, Spain, Australia, New Zealand, and the majority of the East and West Coasts of the United States. I have also visited 42 of the 50 US states.
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