As a former investment banking analyst on Goldman Sachs' TMT (tech, media, & telecom) group, I have helped 15+ candidates with summer analyst / full-time analyst / lateral recruiting processes. During my time at Goldman, I advised generational consumer internet and enterprise software companies on M&A, IPO, private placement, and strategic advisory.

As a seasoned Investment Banking professional with 3 years of experience at Evercore, I bring not only deep industry insights but also a passion for mentorship and networking. Throughout my career, I’ve guided aspiring finance professionals, helping them navigate their career paths and break into Investment Banking. With a vast network across the Finance sector, I thrive on connecting people, unlocking opportunities, and fostering professional growth. Mentorship has always been close to my heart, as I attribute much of my success to the invaluable guidance I received early in my career. Now, I’m eager to give back, empowering the next generation of finance professionals to excel, just as my own mentor did for me.

I have worked at Goldman Sachs (TMT IB), Stifel (TMT IB), and J.P. Morgan (Corporate Banking). I can help you prepare for summer analyst recruiting, full-time recruiting (which is super unstructured), or lateral recruiting -- I've done all 3. I have also helped 75 individuals prepare for technical, behavioral, networking meetings, resume prep, and everything in between.

My involvement with the investment banking industry began in 2018 when I secured three coveted early investment banking offers from top investment banks (e.g., J.P. Morgan, Barclays) before even stepping foot on campus for my MBA. I also landed multiple fellowships, such as the J.P. Morgan Early Advantage Fellowship, that translate into six-figure bonuses in addition to standard signing bonuses. For the last 3 recruiting cycles, I've leveraged my know-how to help a variety of applicants land investment banking and fellowships offers. At J.P. Morgan, I cover the technology sector in the investment bank and have served as a Harvard and UChicago School Captain for campus recruiting. In the Captain role, I have been heavily involved with interviewing at the firm and have a strong understanding of what it takes to build a compelling profile to land a top investment banking offer. My experience as a coach at the boutique MBA consulting firm Ivy Advisors and SEO Career has further honed my skills in mentorship and coaching. I have helped hundreds of clients achieve their educational and professional goals. I am especially helpful to investment banking applicants who are looking to: ◉ perfect their "why investment banking" story ◉ refine their technical interview skills ◉ land a spot on a coveted technology coverage group ◉ recruit for West Coast opportunities ◉ transition from a different industry ◉ develop a pitch for why they find a company or deal interesting and what the value proposition is there ◉ leverage their unique BIPOC and/or international lived experience ◉ compete for fellowships that provide significant payouts for summer and full-time joiners - especially for women, BIPOC, veterans, and LGBTQIA+ candidates

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.

I was an Investment Banking Associate at Goldman Sachs for four years (2018-2022), where I worked in both capital markets and the Consumer & Retail group. I am happy to help with resume reviews, technical skills and interview prep, as well as providing general advice on careers in the industry and how best to strategize the recruiting process. Whether you’re just starting out or preparing for specific roles, I’m here to offer personalized insights and strategies to support your career journey. Feel free to reach out to discuss how I can support you!

Hi! Hope you're doing well. My name is Kyle, and I'm currently an associate at a megafund in private equity, having worked as a full-time analyst on the technology investment banking team at Morgan Stanley for two years, and having graduated from Stanford with a degree in Economics and Computer Science. I love serving as a finance coach because of the chance for me to pay it forward, given the mentorship I received from others during my recruiting journey despite being low-income, and helping my students successfully land their dream jobs at top firms. I specialize across investment banking, private equity, and asset management, with services ranging from interview case prep to financial modeling and analysis and much more. I faced a lot of challenges during my recruiting journey, and failed during interviews at 20+ firms, which fortunately has equipped me with a wealth of recruiting insights and experience. What differentiates me as a coach is my understanding of the sector landscape (ie. MM vs. UMM vs. MF funds in PE or boutique firms in IB), knowing what the interviewers will ask and what they want to hear, as well as the wealth of practice resources and materials I have for students.

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.

I spent six years at Goldman Sachs prior to attending Stanford Business School. I worked in Investment Banking for three years (covering healthcare, consumer, technology, and industrial companies). I worked on buy-side and sell-side M&A transactions, capital raising via debt and equity markets, and corporate restructurings. I then transitioned from IBD into the Executive Office, where I worked in the Corporate Strategy group. While in the Corporate Strategy group, I worked on M&A transactions on behalf of GS, consulted with revenue divisions on how to improve growth and operations, and helped start an incubator that operated as an internal venture fund.

Seasoned investment professional with proven success in top-tier firms, having networked from a non-target university into Goldman Sachs' TMT group and Warburg Pincus' technology private equity team. Extensive experience preparing for and excelling in technical interviews and modeling tests across multiple roles. Demonstrated leadership and mentorship abilities through spearheading training programs at both Goldman Sachs and Warburg Pincus. Leverages deep industry knowledge, technical expertise, and a track record of high performance to provide valuable guidance to aspiring finance professionals. Well-equipped to coach students on navigating the competitive recruitment landscape and developing essential skills for success in private equity and investment banking.