Lisa A. - Ivy League MBA/CFA -- Finance and Accounting Expert, CFA and CPA Prep

Clemson Lisa A. Tutors Clemson University Students in Clemson, SC
$175 / hr
Roslyn, NY
(328)
40 miles Travel Radius
In-person + Online
Lisa attended the University of Chicago and received her BA with Honors in Economics and her MBA in Finance from The Wharton School. She is a Chartered Financial Analyst. She has worked on the buy and sell sides, a major rating agency, and in investment/merchant banking and commercial banking. Lisa is well versed in corporate finance, equity and fixed income analysis, credit, securitizations, modern portfolio theory, and risk management with 35 plus years of Wall Street and banking experience...
Reviews
I have been working with Lisa over the past few weeks. Her CFA Level 1 material knowledge and ability to explain the topics in easier terms has greatly improved my understanding of the material. She is also easy to work with, has flexible hours, and very patient.
- Ann-Marie B. from Jacksonville, FL
Lisa has been incredible in helping me in my foundations of finance class. She knows all the material, is great at explaining things, and is very patient when you are stuck. Her hours are also flexible so she is very easy to work with as a student. She has helped me so much and made me feel a lot more confident in finance. She has many years of experience, which means great real world examples and advice! Thank you Lisa!
- Virginia V. from New York, NY
Lisa is patient, personable, and truly cares about her students' success. She has played a tremendous role in helping my studies for the CFA and I will definitely be using her for the next level!
- Michael L. from Alexandria, VA
Ms. Lisa was very helpful and patient and took the time to go over the material with clear explanations. It was really helpful as I was having trouble understanding the wording of the content and needed the help to prepare for my exams. Her explanations made things a lot clearer so I was able to prepare for my test more easily.
- Meg S. from Stamford, CT
Lisa is able to jump in at any point of the CFA L1 learnings and walk you through the material. She is also a great person to network with when it comes to real world, applicable, finance experience. A great connector! Thanks Lisa.
- Emily N. from Chicago, IL
Lisa is great at explaining concepts and provides explanations of how they are used in the real world. She is very patient and kind. Lisa is able to use her professional experience in banking to provide a wider range of examples for students to understand CFA in real world settings.
- Annalee D. from Wheaton, IL
Lisa has been a very valuable resource for my studies. She has been able to use her professional knowledge and experience to guide me through the rigor of the CFA level 1 exam. She is flexible with her schedule and cares very deeply about helping me pass the CFA level 1 exam. I look forward to continuing my studies with her.
- Nicholas P. from Export, PA
With her combined education and career expertise, Lisa is easily the best tutor I have ever had. She makes learning fun and easy by introducing real world examples in the simplest form to digest. She gives you the confidence to combat any weakness you may come across. I would highly recommend Lisa to anyone searching for a Tutor.
- Edonis K. from Putnam Valley, NY
Lisa's CV speaks for itself. But more importantly, she adeptly applies both her knowledge and Wall Street industry experience at a level that is understandable. I found her ability to adapt to my experience level refreshing. She's patient and willing to review topics at the level necessary to gain understanding. Thanks, Lisa
- Frank D. from Red Bank, NJ
Lisa is great at explaining concepts and provides explanations of how they are used in the real world. She is very patient and kind. Lisa is able to use her professional experience in banking to provide a wider range of examples for students to understand CFA in real world settings.
- Annalee D. from Wheaton, IL
Lisa was engaging and made the tutoring experience very enjoyable. We worked through some advanced finance problems and she was able to provide her expertise to help figure them all out. She is very friendly and fun to work with. I look forward to more tutoring from Lisa!
- Houston M. from Nashville, TN
Lisa was welcoming, patient and knowledgeable. She makes sure to go at a pace you are comfortable with and has no problem walking through topics multiple times. She is extremely thorough and truly gets excited when topics start clicking for her students. She has a flexible schedule too! HIGHLY recommend!!
- Paris W. from Chicago, IL
I liked my tutoring session with Lisa very helpful and knowledgeable with Finance and helpful. Very patient and always stopped to make sure that I understood the material. She also gave helpful career advice to me as well.
- Shawn J. from Mahopac, NY
We went over primary and secondary markets, stocks and markets, and the role of financial. Lisa went into great detail about it all. Explaining each role of how the market works. Lisa is very knowledgeable in this field of work.
- Maria C. from Menifee, CA
We went over primary and secondary markets, stocks and markets, and the role of financial. Lisa went into great detail about it all. Explaining each role of how the market works. Lisa is very knowledgeable in this field of work.
- Maria C. from Menifee, CA
Lisa helped me with my corporate finance assignment for my MBA program. She was patient, knowledgeable, and was able to guide me through excel formulas to complete unlevered cash flow and DCF Valuations.
- Lizette V. from Bellflower, CA
Lisa was patient and very helpful with DCF valuation. She help me understand this complex portion of Finance at the level of my Graduate profesor. I would highly recommend her for any topic of finance because she is very knowledgeable in complex topics as well as the more mundane issues with corporate finance.
- Gabriel G. from Bellflower, CA
Lisa was amazing during our first session! She was well-prepared and helped me with the calculations of complex business problem. I definitely recommend her to anyone who needs help with business case studies and quantitative analysis!
- Aileen K. from Los Angeles, CA
I am studying for a CFA level I exam and Lisa has been a wonderful tutor. Given her credentials and work experience I was a bit nervous but she has been really patient and also very knowledgeable in areas of finance and economics. I recommend her for finance and CFA tutorials.
- Raj D. from Houston, TX
I was a little intimidated to work with Lisa at first given her extensive background in finance. I wasn?t sure if she?d have the patience to really walk me through material that is brand new to me but Lisa was great and didn?t disappoint. We worked on a few different finance concepts and I found Lisa to be very knowledgeable, patient and easy going. She also offered some great tips on succeeding in business school overall which I greatly appreciated.
- Tiffany B. from Milton Village, MA
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