Ryan T.
5.0
Break into Finance with a Former Wells Fargo Investment Banker
Studied at Haas School of Business (Berkeley)
Worked at Wells Fargo Securities
Hiring Manager
Available Sunday at 4:00 PM UTC
Feel free to send me any questions, materials, and anything about yourself ahead of our session, so I can be best prepared to help you. My email is ryan.q.tan@berkeley.edu. You can also text me at 650-796-6309. I look forward to seeing you soon.
Questions? Start chatting with this coach before you get started.
Ryan’s Life Qualifications
Coaches professionally
Experience level: Manager
100+ people coached for Life
Ryan has helped clients get into these companies:
Welcome to my profile! With a robust background in finance and investment banking, I bring a wealth of experience to my coaching practice. As a former Healthcare Investment Banker at Wells Fargo Securities, I managed teams and executed over $10 billion in deals, giving me a deep understanding of what it takes to succeed in high-pressure environments. My role as a Finance Instructor at UC Berkeley, where I taught over 300 undergraduates, has honed my ability to communicate complex concepts clearly and effectively. Additionally, my involvement in interviewing candidates for the UC Berkeley Haas MBA program equips me with insights into what top programs and companies are looking for. Whether you're navigating career transitions or seeking personal growth, I'm here to help you achieve your goals. Let's connect and create a tailored plan for your success!
Ryan can help with:
Goal Setting
Communication Skills
Personal Growth
Resilience
Mindfulness
Time Management
Work-Life Balance
Stress Management
Self-Reflection
Ryan also coaches for Investment Banking, MBA, and AP Exams. View all.
About Ryan
Hi Everyone, It's great to meet you and welcome to my Leland page! My name is Ryan, and I am originally from San Francisco. I did my undergraduate at the University of California, Berkeley, where I graduated Magna Cum Laude in Economics and Statistics. I hold an MBA from the University of California, Berkeley - Haas School of Business, where I specialized in Finance. Professionally, I am an investment banker, investor, and finance instructor. I was a Healthcare Investment Banker at Wells Fargo Securities for ~5 Years, where I served as Staffer, Recruiting Team Captain, and Manager. I have trained 3 classes of summer and full-time investment banking analysts and executed over $10.0Bn in deals across 90+ transactions. I later transitioned to the buy side, where I worked as a Credit Research Analyst at Franklin Templeton and taught undergraduate finance at UC Berkeley. Currently, I work at Training the Street, where I train investment banking new hires in Excel, accounting, financial statement modeling, valuation, capital markets, DCF, M&A, LBO, public comparables, precedents transactions, accretion/dilution, and more. I have helped countless students and mentees, both undergraduate and MBA, break into investment banking and place into Bulge Bracket and Elite Boutique investment banks, including Goldman Sachs, Morgan Stanley, JP Morgan, Centerview, Evercore, and Lazard. My secret sauce lies in being able to easily break down complex finance concepts as well as provide students access to direct interview case studies, market research reports, and a vast investment banking network of former students, mentees, classmates, friends, and colleagues. Having also recruited and interviewed numerous investment banking summer and full-time analysts, I know exactly what students need to break into the industry. I look forward to working with you and helping you achieve your dreams and goals. Feel free to send me an email at ryan.q.tan@berkeley.edu. Cheers, Ryan
Why do I coach?
If I could restart my investment banking career, I wish I had a personal coach/mentor to help me break in. I would have saved so much time and heartache in learning finance, technicals, networking, and interviewing and would have been able to break in much faster with greater initial success route. Instead, I had to learn how to break into investment banking the hard way. My family is not from finance and are first generation immigrants. I had no network and did not grow up in a wealthy environment. I was never the "popular kid" and did not drink or party or was one of the "Frat Bros". Needless to say, getting into a finance club or business fraternity where the connections were was a struggle for me. I had to start from complete scratch in learning how to dress and speak, find and access education materials, build my brand, and cold network to investment bankers. I got yelled at a lot along the way because I was not part of "the club", but I eventually succeeded and did quite well. Being a coach allows me to help students directly and have them avoid the struggles that I did. It also helps level the playing field. You don't have to drink or party or come from a wealthy family to break into investment banking. I have the network, the interview case study materials, and the market knowledge you need to succeed, and I have trained countless students to great success. All I ask is that you try your very best, have a strong work ethic, be open to coaching, and I guarantee that you will make it. You'll also learn a lot and have fun along the way.
Work Experience
Investment Banking Teaching Associate
Training The Street
May 2024 - Present
I train investment banking, equity research, and credit research new hires in Excel and accounting as well as financial statement, DCF, M&A, trading comps, transaction comps, and LBO analysis and modeling. I also cover equity and debt capital markets and corporate valuation.
High Yield Credit Research Analyst
Franklin Templeton
2022 - 2023
Hiring Manager
I worked closely with the Director of Research for the Equity team and led recruiting at UC Berkeley for summer and full-time Equity Research Associates. I am well versed in both credit and equity.
Finance Instructor
University of California, Berkeley
2021 - 2023
I taught finance to over 300 undergraduates on equities, fixed income, derivatives, capital markets, valuation, and macroeconomics.
Infrastructure Investor
Arrow
2019 - 2021
Hiring Manager
Investment Banker
Wells Fargo Securities
2015 - 2019
Hiring Manager
I was a Healthcare Investment Banker at Wells Fargo Securities for ~5 years. During my tenure, I served as Staffer and Recruiting Captain and trained three classes of summer and full-time investment banking analysts. I managed a team of 3 analysts and executed over $10.0Bn in deals across 90+ transactions. Having hired, trained, and managed summer and full-time analysts and executed countless transactions, I know exactly what candidates need to break into investment banking and succeed.
Education
University of California, Berkeley
Bachelor of Arts, Statistics
University of California, Berkeley
Bachelor of Arts with High Honors (Magna Cum Laude), Economics
Haas School of Business (Berkeley)
Master of Business Administration, Finance
2021 - 2023
Admissions Committee Experience
I currently interview candidates for the full-time MBA program at UC Berkeley Haas and am well connected with the campus. Activities and societies: Asia Business Club (President), Haas Christian Fellowship (Co-President), Haas Investment Club (President), Cal Athletics Mentor, Bear2Bear Mentor, Dean Speaker Series Student Board, FTMBA Student Interviewer Interviews Moderated: Jensen Huang (CEO of NVIDIA), Marty Chavez (Former CFO of Goldman Sachs), Ben Meng (Former CIO of CalPERS), Ben Allen (CEO of Parnassus Investments), Christina Ma (Partner at Goldman Sachs) Competitions: UNC Alpha Challenge - Credit (3rd Place), T. Rowe Price - Credit (Finalist), Kellogg-Morgan Stanley Sustainable Investing Challenge (Finalist), Kellogg-Moderna Healthcare Competition (Finalist), Wharton Total Impact Portfolio Challenge Scholarships/Honors: FTMBA Leadership Scholarship, FTMBA Critical Thinking Scholarship, Vice Chancellor's Outstanding Student Leadership Award Nominee Certificates: Michaels Graduate Certificate in Sustainable Business (ESG/Impact Investing)
122 Reviews
Overall Rating
5.0
Ryan has helped clients get into these schools:
Ryan has helped clients get into these companies:
Ryan has helped clients achieve these scores on the GMAT