Wealth Management Coaches

As a former Senior Associate at the world's best Private Bank in J.P. Morgan, I learned the ins and outs of the industry (the good and bad). I coached several people interested in a wealth management career and told them what it was really like, while helping them get in front of the right people and nail their interview.

Former Goldman Sachs professional with experience across Global Banking and Markets in Paris and Asset & Wealth Management in New York, supporting both institutional and private clients. Recruited into GS three times across her career. B.A. in Economics and Social History from Barnard College, Columbia University. Series 7, Series 63, and AMF licensed. Having spent years in high-stakes, client-facing roles at a bulge bracket, I know firsthand how much interpersonal fluency matters — in interviews and on the desk. I specialize in behavioral interview prep and resume coaching: helping candidates sharpen their personal narrative, communicate their experience with precision, and walk into a superday knowing exactly how to carry themselves.

Welcome to my profile! With a robust background in finance and consulting, I bring a wealth of experience to my coaching in wealth management. I spent seven years at Citigroup as an Assistant Vice President, where I honed my skills in financial analysis and client relationship management. My time at Boston Consulting Group and PwC further enriched my strategic thinking and problem-solving abilities. As a London Business School MBA Merit Scholar, I have a strong academic foundation to support my practical experience. I'm passionate about helping clients navigate the complexities of wealth management and achieve their financial goals. Let's connect to tailor a strategy that works for you!