RESEARCH INTERESTS:
Derivatives, alternative investments, competition in financial services
EDUCATION:
PhD in finance, University of Virginia.
DESIGNATIONS EARNED:
CFA (Chartered Financial Analyst): CFA Institute.
CFP (Certified Financial Planner): CFP Board.
FRM (Financial Risk Manager): Global Association of Risk Professionals.
CAIA (Chartered Alternative Investment Analyst): CAIA Association.
ACADEMIC EMPLOYMENT HISTORY (since earning PhD):
1/13 – Peking University HSBC School of Business Shenzhen, China
9/09 – Clinical Professor of Finance and CFA Review Coordinator and Advisor
Drexel University, PA 19104.
9/08 – 9/09 Clinical Associate Professor of Finance, Drexel University, PA 19104.
8/06 – 5/08 Associate Professor of Finance, Lynchburg College, Lynchburg, VA 24501.
8/03 – 5/06 Assistant Professor of Finance, American University, Washington, DC 20016.
8/97 – 5/03 Assistant Professor of Finance, University of Baltimore, Baltimore, MD 21210.
OTHER EMPLOYMENT:
2015 Alternative Investments Instructor for the New York Society of Security Analysts.
2010 Senior Consultant Uppermark: writing, editing and teaching CAIA test prep material.
2008 – 2009 Curriculum Director for IIExamPrep for Institutional Investor.
2001 – 2008 CFA review instructor for Schweser/Kaplan: taught all three CFA levels in weekend
programs, wrote materials, produced videos; also worked with FRM and CAIA materials.
2002 CFP review courses at the University of Baltimore, 2002.
2001 Global Association of Risk Professionals: wrote FRM exam questions.
1995 – 1999 Consultant for Chartered Financial Analyst Institute (CFAI, then AIMR):
graded exams, supervised exam grading and wrote exam questions.
AWARDS:
• Best Paper, selected by Global Economy and Finance Journal at the 9th Asian-Pacific Business Research Conference 2015.
•2014 Best Award in Session: International Conference on Business, Sociology and Applied• Sciences (ICBSAS14) (International Centre of Economics, Humanities and Management )
• Outstanding Undergraduate Professor of the Year: 2005-2006 (Kogod School/American U.).
• The Black and Decker Research Award 2003 (highest research in business honor at the U. of Baltimore).
• The Chase Bank of Maryland Award for Research in Finance 2002 (U. of Baltimore.).
• Certificate of Achievement from CFA International (then AIMR) 1995-1999.