Welcome to my profile! As a former Investment Banking Analyst at Citi and Private Equity Associate at Serent Capital, I bring a wealth of experience from top-tier financial institutions to my coaching practice. Currently pursuing my MBA at Wharton, I have successfully guided over 50 individuals through the competitive landscape of investment banking and private equity. My expertise lies in helping clients craft compelling resumes, excel in technical interviews, and strategically plan their career paths. Whether you're aiming to break into investment banking or advance within the industry, I'm here to support your journey. Let's connect and work together to achieve your career aspirations!

Broke into investment banking out of undergrad. Understand the process and what the investment banking interview process entails.

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.

Over the past five years I've mentored ~250 aspiring finance professionals in landing their dream job in banking and private equity. Working at an elite banking boutique and in tech private equity, I've helped lead student recruiting and learned what banks and PE firms are looking for. I can help you with every step in landing your dream IB / PE job. Behavioral: 1. Detailed "banking" resume review to help you stand out 2. LinkedIn auditing to make sure your first point of contact is glowing 3. Crafting a strategy for your banking story 4. Nailing "Why banking?" and other key behavioral questions 5. Guidance on selecting and negotiating offers Technical: 1. Reviewing technical key concepts bankers love to ask about 2. Technical mock interviews harder than anything you'll face in an interview 3. Paper LBO and 3-statement modeling Networking: 1. Establishing a personalized networking strategy 2. Holding accountability for outreach 3. World-class email templates and trackers to keep you organized

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

I am a senior at Cornell University and am an Incoming Investment Banking Analyst at J.P. Morgan within their Healthcare Group (NYC). I am very close to the recruiting process for undergraduates and undergrads are the primary students I want to help! I am willing to work with students on anything from resume review, recruiting strategy, mock interviews, etc. I went through recruiting processes in my sophomore year as well as my senior year and have done hedge fund interviews, private equity interviews, and multiple investment banking interviews. I also have a breadth of experience having done Long/Short Equities at Citadel and other PE/AM internships in the past. I also have experience coaching undergraduates through my on-campus experiences and leadership roles in clubs.

I am a Harvard MBA with Honors and was accepted out of UChicago as a 2+2 admit to HBS. I worked at Morgan Stanley out of college in the analyst program and became a Partner (Managing Director) for many years. I have coached investment banking for over a decade, and while I am new to Leland, I have coached over 1,000 candidates (I call them "coachees") into virtually all of the major investment banks, private equity, and venture capital firms. I coach internships and full time recruiting for undergraduates (from both target and non-target schools!), MBA recruiting, and also lateral candidates - transitioning from investment banking to private equity, for example, and on-cycle recruiting. My focus is on marketing collateral (resume, cover letter, and LinkedIn review), conducting outreach (using handshake and LinkedIn to reach recruiters), coaching behaviorals and technicals, and mock interviewing. The vast majority of my coachees receive offers!

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.

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 navigated switching careers, switched banking industry sectors and types of banks, I understand the ins and outs of this intensive process across a wide variety of banks. Beyond my personal achievements, I have mentored and guided students by reviewing their resumes and coached them to land investment banking internships. 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.

Welcome to my profile! As a seasoned professional with experience at top firms like Ares Management and J.P. Morgan, I bring a wealth of knowledge in investment banking and private equity. My journey from a Summer Analyst to a full-time Analyst at Ares Management has equipped me with the insights and skills necessary to guide aspiring bankers through the competitive recruitment process. At Northwestern University, I honed my leadership skills as the President of the Hispanic Finance Association and founded a 501(c)(3) organization, demonstrating my commitment to excellence and community impact. Whether you're looking to break into investment banking or advance your career, I'm here to help you navigate the path to success. Let's connect and strategize your next steps!