Wendy C. | Investment Banking Coach

Wendy C.

5.0

Break into Investment Banking | Ace the IB Technical Interview

Studied at University of Massachusetts at Amherst

Works at PIMCO

Available Tuesday at 2:00 AM UTC

Protected by the Leland Experience Guarantee

Available Tuesday at 2:00 AM UTC

Questions? Start chatting with this coach before you get started.

Wendy’s Investment Banking Qualifications

Coaches professionally

Experience level: Associate

10+ people coached for Investment Banking

As a CFA Charterholder with a robust background in the financial services industry, I bring a wealth of knowledge and hands-on experience to propel you toward success in your investment banking career. I possess a deep understanding of the technical expertise and strategic mindset needed to excel in this competitive field. Beyond my technical skills, I have mentored aspiring finance professionals and college students, guiding them through their career journeys—from mastering interviews to excelling in their roles. Whether you're preparing for your first investment banking position or aiming to elevate your career, I'll provide personalized guidance and actionable strategies to help you stand out and achieve your goals. Together, we'll unlock your full potential in the finance industry!

Wendy can help with:

Skill Building

LinkedIn Review

Investment Banking Strategy

Financial Modeling

Cover Letters

Valuation

Resume Review

Networking Strategy

Financial Analysis

Technical Interview Prep

Behavioral Interview Prep

View all of Wendy’s categories

About Wendy

Hello and welcome to my profile—you're already halfway to achieving your success! I am an energetic and passionate mentor, eager to guide you on your path to greatness. With a triple major in Mathematics, Finance, and Economics, I graduated in 2022 from UMass Amherst. During my rising senior year, I had the opportunity to intern at Credit Suisse in their Sales & Trading division. This experience ignited my passion for the finance industry and set the stage for my career. After graduating, I joined PIMCO, where I have been thriving ever since. Driven by my commitment to excel in investment management, I boldly applied to top-tier MBA programs, despite skepticism about my significantly shorter work experience compared to the average applicant. But I DID IT! I was absolutely thrilled to receive offers from multiple M7 schools, all accompanied by scholarships. I'm here to empower you, whether you're breaking into the finance industry or navigating the MBA application process. My mentorship is not just a service—it's a partnership that offers exceptional value for money. With enthusiasm and expertise, I'm dedicated to helping you achieve your dreams. Let's embark on this exciting journey to success together!

Why do I coach?

Coaching is my passion because I have personally experienced the transformative power of mentorship. Early in my career, I was fortunate to have a mentor who guided me through the complexities of the finance industry, helping me navigate challenges and seize opportunities I might have otherwise missed. This support was instrumental in shaping my career path and instilled in me a deep appreciation for the impact a dedicated mentor can have. I coach because I want to pay it forward and empower others to achieve their full potential. I understand the challenges and uncertainties that come with breaking into competitive fields or pursuing ambitious goals, and I am committed to providing the guidance and support that can make all the difference. I know firsthand how demanding it is to apply to MBA programs while working full-time. Balancing professional responsibilities with the rigorous application process is no small feat. As an international student, I faced additional hurdles, from navigating visa requirements to adapting to a new cultural and academic environment. These experiences have given me unique insights and empathy for those in similar situations. Coaching matters to me because it allows me to be a catalyst for positive change in others' lives, helping them overcome obstacles and realize their dreams. It's incredibly rewarding to witness my clients' growth and success, and I am dedicated to being a trusted partner on their journey to greatness.