Having successfully recruited for two investment banks, Evercore and Piper Sandler's energy division (formerly Simmons & Company Intl.), I've picked up a thing or two as to what makes a successful candidate. I've synthesized my experiences and institutional knowledge into a digestible, proven program that ensures applicants are prepared, polished, and confident by the time they sit down for that first interview. Whether you're trying to break into banking from a non-target school, or just looking for that bit of additional mentoring that could make the difference, I can help you achieve your goals. Optimize your Profile: 1. Resume workshop to ensure you shine on paper 2. LinkedIn profile review to best highlight your strengths so you stand out 3. Mock interview focused on you resume to help you speak clearly to all your experiences Networking: 1. Build a personalized networking plan 2. Guidance for coffee chats and informational calls 3. Templates for email/LinkedIn intros and cover letters 4. Support and accountability as you execute on you networking plan Behavioral: 1. Craft 'Your Story' which will answer the 'why banking?' question 2. Custom behavioral interview guide to help you focus on nailing the most important questions 3. Mock interviews to ensure answers are crisp and succinct Technical: 1. Review of technical question guides often referenced by interviewers 2. Mock interviews to develop mastery of commonly asked questions and key concepts 3. 3-statement and LBO modeling practice 4. Intangible coaching on how to remain composed during these high-stress situations

Welcome to my profile! As an incoming Investment Banking Summer Analyst at J.P. Morgan & Co., I bring firsthand experience from navigating the competitive recruitment processes at top firms like Moelis, PJT Partners, and Guggenheim. My academic background in Finance and Data Science from NYU Stern, coupled with my roles in private equity and finance internships, equips me with a comprehensive understanding of the industry. I've successfully coached 5 individuals, helping them secure positions in investment banking by refining their resumes, honing their interview skills, and developing their networking strategies. If you're looking to break into investment banking, let's connect and craft a personalized plan to achieve your career goals!

As an incoming Summer IB Analyst at Bank of America, I bring a wealth of knowledge and experience in the investment banking industry. In addition to getting an offer from Bank of America I received 5+ superday invites from bulge-bracket firms including Morgan Stanley, Citibank, RBC, Wells Fargo, Piper Sandler and more. Additionally, I have had the privilege of interning at top firms like VMG Partners and Sixth Street, where I gained valuable insights into private equity and finance. With my hands-on experience and dedication to helping others succeed, I am confident in my ability to guide aspiring investment bankers towards achieving their career goals. Don't hesitate to reach out and let's work together to unlock your full potential in the investment banking industry!

I was successfully able to break into sales and trading after my undergraduate studies without ever taking a single finance class. I excel in teaching individuals from non-target schools, unique backgrounds, or who are making big career pivots how to tell their story and connect with interviewers in the space. Currently, I am a Vice President of Corporate Development at JPMorgan Chase, former Senior Associate in Equity Research, and a former analyst and associate in S&T at Morgan Stanley, I have firsthand knowledge of what top firms are looking for in candidates. My journey has equipped me with the skills to guide you through the nuances of the recruitment process, from crafting compelling applications to mastering interviews. Let's work together to navigate your path to success!

I graduated with a non-traditional finance degree (hotel administration) but successfully transitioned to investment banking, ultimately ranking top and heavily involved in recruiting for summer interns at Moelis. I have experience of working with 40+ clients and mentees; I'm confident that I can help you land an offer through customized interview prep. Coaching sessions with me will come with complementary documents and guides that will help you with both qualitative and quantitative questions that will be asked during your investment banking interviews.

I have a proven track record of helping 60+ clients and mentees achieve their career goals. I bring a wealth of experience and a deep understanding of what it takes for you to succeed. My journey from a non-core school to a top-tier investment bank helps me understand exactly the stresses you are facing, and what steps are needed for you to get the offers you're aiming for. Graduating from SUNY Binghamton, I navigated the uphill battle to secure my spot at Moelis & Company. After securing my Moelis offer, I led our school's Finance Society and ran the "Investment Banking Bootcamp." Working with students just like you, this initiative has successfully established Binghamton to Wall Street pipeline, with over two dozen students annually landing front office finance roles. My experience in building and leading this program means I can design effective training and networking strategies specifically for you. At Moelis, I led the New York office's recruiting efforts, gaining firsthand knowledge of what top firms look for in candidates. By working with me, you will benefit from my expertise in identifying, screening and interviewing hundreds of candidates, ensuring you are well-prepared for the most rigorous of investment banking interviews. With my guidance, you will gain a competitive edge through tailored interview prep, strategic networking advice, and insider knowledge of the investment banking recruitment process. I am committed to helping you achieve your career goals and navigate an incredibly stressful time for you with confidence.

I have recruited for both investment banking and undergraduate private equity summer roles, starting my recruiting journey at community college while transferring and navigating the challenges of being an asylee without permanent status. I understand the difficulties of recruiting with a GPA of 3.33, limited industry knowledge, being a diversity candidate, feeling uncertain about how to stand out, and dealing with others' uncertainty about you. I am pleased with being able to land a 2025 Summer Analyst role at Barclays NY. Currently, I am a current student at BYU, majoring in Finance with a minor in Computer Science. My focus is not solely on helping you find your ideal career path, but on identifying the firm that aligns with your values, aptitude, and skills, where you will thrive and shine. I encourage you to think long-term about your goals and guide you in recognizing how to achieve them by understanding the different options and their associated risks and rewards. If you're unsure whether I'm the right fit for you, schedule a free introductory call, and let's chat about figuring this out.

Entering the competitive world of investment banking requires more than just academic achievements—it requires strategic planning, adept networking, and targeted action. As someone who secured 2 bulge bracket internship offers, attended multiple super days with both bulge bracket and elite boutique firms, and received full-time investment banking offers, I understand the ins and outs of this intensive process. Beyond my personal achievements, I served as the Head of the Investment Banking Group in UNC's Finance Society, where I reviewed resumes and coached dozens of students on how to break into banking. Whether it's crafting an impressive resume, acing behavioral interviews, or mastering the art of networking, I will provide you with the tailored strategies that helped me and countless others succeed. Let's together navigate the demanding path toward a successful career in investment banking. I'm here to equip you with the tools, strategies, and confidence you need to stand out in this dynamic field.

With a robust background in investment banking, I have successfully navigated the competitive recruiting landscape to secure positions at top-tier firms like Lazard Freres & Co. and later transitioned to a senior corporate development role at a leading PPM roll-up, where I shape strategic growth initiatives. As someone who has been through the rigorous recruiting process and emerged at the top of my field, I am passionate about helping others achieve their goals in investment banking. My hands-on experience and deep understanding of what top firms are looking for will guide you through every step of the recruiting journey, from resume crafting to interview prep and offer negotiation. Whether you’re breaking into the industry or looking to advance your career, I’m here to provide actionable insights, personalized feedback, and a roadmap to success. Let’s work together to elevate your career and secure your next role in investment banking.

Based on my experience in private equity and investment banking at top-tier firms such as Warburg Pincus and J.P. Morgan, I'm highly qualified to coach individuals on investment banking recruiting. In addition to technical expertise, my experience in mentoring and coaching others has also equipped me with the skills to guide aspiring investment banking professionals through the recruiting process. My ability to communicate complex financial concepts in a clear and concise manner, as well as my strong network within the industry, can be invaluable in helping individuals navigate the often-challenging landscape of investment banking recruiting. With my guidance and support, aspiring investment banking professionals can develop the skills and knowledge they need to succeed in this highly competitive industry.