I teach undergraduate and MBA courses in valuation, financial analysis, equity research, and career development at LMU. My teaching integrates Excel modeling, Bloomberg Terminal proficiency, CFA curriculum alignment, and case method pedagogy. I hold Harvard Business Publishing Case Method Teaching certifications (Parts 1 & 2), the eFaculty Certificate (2020), and completed the Active Teaching Seminar with Bill Schiano (2024, 2020).
Courses
Valuation and Financial Statement Analysis
Undergraduate and MBA- required course for all Finance majors (designed by instructor)
Formerly Valuation and Financial Modeling. A hands-on course in equity valuation combining discounted cash flow analysis, comparable company analysis, and financial model construction. Students build fully integrated financial models and present equity research reports.
CFA Level I Exam prep
Undergraduate · New course (designed by instructor)
Structured preparation for the CFA Level I exam, aligned with the CFA Institute curriculum. In 2025, I secured CFA Institute Affiliated University Program recognition for LMU, which provides three annual CFA Exam scholarships for LMU students.
Equity Research and Capital Markets: Practical Applications of Bloomberg Terminals
Undergraduate · New course (co-taught with Joshua Spizman)
Applied equity research using Bloomberg Terminal data, covering equity screening, market and sector analysis, and Bloomberg research workflows. Students produce professional equity research reports.
Planning for Careers in Finance
Undergraduate · Redesigned course
A workshop-format course featuring in-person career development sessions, alumni panels, and networking mixers. Designed to connect students with finance professionals and prepare them for recruiting.
Fundamentals of Finance
Undergraduate and MBA
Introduction to corporate finance fundamentals: time value of money, stock and bond valuation, capital budgeting, risk and return, cost of capital, and capital structure.
Teaching Development
- 2024 – Active Teaching Seminar with Bill Schiano (Los Angeles, CA)
- 2020 – Bloomberg Education Seminar Keynote: “Utilizing the Bloomberg Terminals within a Finance Curriculum” (co-presented with Joshua Spizman)
- 2020 – eFaculty Certificate
- 2017 – Harvard Business Publishing Case Method Teaching Seminar, Part 2 (Boston, MA)
- 2016 – Harvard Business Publishing Case Method Teaching Seminar, Part 1 (Portland, OR)