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Allen

Experienced Finance Professional Enjoys Teaching Academic Theory

My enthusiasm for supporting students academically stems from the training and mentoring opportunities afforded by teaching. Individual training and small team building were very important to me while working for large corporations. As a solo practitioner, I’ve found helping students to be equally rewarding. I have over 25 years of business valuation experience and more than 12 years managing money. I received my academic training at the University of Chicago Booth School of Business and...

CFA


business


finance


accounting

I possess a very broad and in-depth knowledge of accounting principles. My academic foundation is business, including advanced graduate level accounting course work at the University of Chicago and Katholieke Universitiet te Leuven, Belgium. I received professional training at PricewaterhouseCoopers LLP, one of the largest consulting and assurance firms in the world. In my 25.0 years as a valuation analyst, I've learned the language fluently from numerous professional assignments in financial due diligence, transaction modeling and analysis, Securities and Exchange Commission reporting, expert opinions, forensic accounting and business valuation, among others. Accounting is much different than the majority of academic disciplines, especially those in a typical liberal arts curriculum. The accounting course is a cumulative study subject, where each new topic builds on previously learned concepts and principles. For students experiencing difficulty with accounting coursework, the first step is to pin-point the items of confusion. I then strive to develop a student’s intuitive understanding of “why” behind each concept with exercises or real world examples. Learning “how” accounting is performed can be accomplished with related extra problems for additional practice, similar to those encountered on exams which require logic and reasoning rather the ability to memorize.


proofreading


Managerial Accounting


Financial Accounting


grammar


writing


English


Will D. from Wilmington, MA

I was preparing for the level 1 Charted Financial Analyst exam. Allen assisted me with Financial Reporting and Analysis, and Quantitative Analysis. He came to each session extremely prepared for the vast and very specific material with a lesson plan, great explanations, examples and review questions. I walked into the exam a lot more confident thanks to Allen's tutoring.


Tim A. from Brighton, MA

Allen was a pleasure to work with. He is very easy to learn from and make arrangements with. Allen is extremely knowledgeable in the CFA subject matter. He spent a ton of time preparing for our sessions and made complex subjects easy to understand. I would not hesitate in recommending Allen to any of my friends, family, or co-workers. With out a doubt Allen was one of the smartest people I have ever studied with. I wish i had him as a college professor. I look forward to working with Allen in the future.


Sarah W. from Weston, MA

Allen is a wonderful tutor. He was patient, explained things extremely well and took the time to listen to my questions. He came extremely prepared for my session which no other tutor has ever done and I was very impressed. I will definitely be using him in the future!