Teaching

Please visit www.usna.finance for course details

My appointment to the US Naval Academy included building two new introductory finance courses. These courses are descendant from the 1980s when the Naval Academy had a Department of Management, and had not been offered for years. I structured both of these courses to be financial literacy courses, or finance & accounting for non-major courses, with a overall objective of conveying 'The most agreeable volume of financial knowledge expected of Naval Leaders".

Both classes begin with the principles of accounting and finance to establish financial literacy. Financial Markets & Institutions then focuses on the debt instruments & securities, basic portfolio theory, and introductory banking. Financial [Statement] Analysis then focuses equity valuation and analysis.

Through formal means of measuring financial literacy, as of 2025, 93.8% of students demonstrated a basic level of financial literacy and 70.1% of students demonstrated a sophisticated level of financial literacy in the final examination. The National Financial Capability Study found 28.5% of Americans to be financially literate at the basic level.

Academic Advising:

• Naval Postgraduate School LEAD Master in Leadership thesis advisor to Karah Jaeb, Greg Mcknight, and Harrison Rosenbaum. Thesis: Financial Literacy amongst Midshipmen and the 2024 Study of Midshipmen Financial Literacy.

• Economics Honors Thesis Advisor to TJ Kim. Thesis: "Structural Heterogeneity and Value Implications" (Recreation of Lakonishok, et al 1994, with updated data and focus on sector-specific implications).

Extracurricular:

• Finance & Investment Club Representative – Facilitated trips to the New York Stock Exchange and numerous financial institutions, coordinated monthly guest speakers, and trained the first students in USNA history to pass the Securities Industry Essentials exam.

• University-wide Financial Literacy Instructor – Developed the training seminar ‘Finance for Naval Leaders’ to provide basic financial logistical knowledge to all first-year students. Presented to all students within the Academy since spring 2025.

• International Program Manager – Developed a new language, regional expertise, and culture program to Greece & Cyprus that established the first exchange by USNA with the University of Cyprus and Hellenic Naval Academy.

• Powered Flight Program Operations Officer – Facilitated operations within the Naval Academy’s summer program to train students in general aviation aircraft; coordinating over 800 mishap-free flight events.