Jack S.
5.0
Wall Street Prep Instructor, ex-Morgan Stanley, Stanford MBA
Studied at Stanford Graduate School of Business
Works at Wall Street Prep
Available Monday at 2:00 PM UTC
Usually responds within 11 hours
Questions? Start chatting with this coach before you get started.
Jack’s Investment Banking Qualifications
Experience level: Analyst
Jack has helped clients get into these companies:
With experience both working in investment banking and running training seminars for incoming investment banking professionals, I bring a wealth of experience to help you break into the industry. I previously worked as a Private Equity Investor at The Carlyle Group and as an Investment Banker at Morgan Stanley. Currently, I'm a Private Equity and Investment Banking Instructor with Wall Street Prep. Whether you're looking to refine your resume, prepare to tell your story, master the technicals, or navigate the complexities of the finance landscape, I'm here to guide you every step of the way.
Jack can help with:
LinkedIn Review
Investment Banking Strategy
Financial Modeling
Cover Letters
Valuation
Resume Review
Networking Strategy
Mergers & Acquisitions
Financial Analysis
Technical Interview Prep
Behavioral Interview Prep
Jack also coaches for Entrepreneurship and Private Equity. View all.
Work Experience
Investment Banking and Private Equity Instructor
Wall Street Prep
2024 - Present
I lead training seminars for investment banking and private equity professionals covering topics such as building financial and operating models, conducting business due diligence, and cleaning up and analyzing messy data.
Co-Founder, Co-CEO
Modern Markets
2022 - 2024
Co-founded fintech investment platform. Participated in Cardinal Ventures (a Stanford-based startup accelerator), won the consumer category of the Stanford BASES startup competition, raised $2.5 million in venture capital funding, built team and product, and navigated regulatory environment. Wound down in spring 2024.
Case Writing Fellow
Stanford University Graduate School of Business
2020 - 2021
One of two GSB Class of 2020 graduates selected to work with professors in a one-year fellowship program. Interviewed entrepreneurs and wrote case studies that were taught in entrepreneurship-focused courses.
Product and Business Operations Intern
Found
2020 - 2020
Evaluated competitive landscape, developed product offering, planned supply chain and logistics, and executed initial launch for stealth startup's second product. Part-time internship during second year of MBA program.
Business Development Intern
23andMe
2019 - 2019
Assessed new market opportunities and led outreach and initial conversations with CEOs of growth-stage companies regarding strategic partnerships. Summer internship between first and second year of MBA program.
Private Equity Investor
The Carlyle Group
2016 - 2018
Evaluated new investment opportunities and managed existing portfolio of assets as a member of the U.S. Buyout investment team. The Carlyle Group is a global alternative asset manager with approximately $200 billion in assets under management at the time.
Investment Banking
Morgan Stanley
2014 - 2016
Advised clients on financial and strategic opportunities, including M&A and financing alternatives. Ordered Seamless for dinner on weeknights (and most weekends).
Education
Stanford Graduate School of Business
Master of Business Administration - MBA
2018 - 2020
Activities and societies: Arbuckle Leadership Fellows, Challenge for Charity
Princeton University
Bachelor of Arts (B.A.), Economics with Advanced Mathematical Approach; Certificate in Finance
2010 - 2014
Activities and societies: Men's Varsity Lacrosse - Walk-On, Captain, Academic All-American; University Cottage Club
9 Reviews
Overall Rating
5.0
Knowledge
5.0
Value
5.0
Responsiveness
5.0
Supportiveness
5.0
Jack has helped clients get into these companies: