Capital Markets & Trading Coaching, Events, and Resources

I spent roughly five years trading on Wall Street, first at Citi and then at Apollo, where I managed and executed across billions in corporate credit and at one point ran the loan trading book directly. I recruited into a top trading seat straight out of undergrad and hold my Series 7, 57, and 63. I coach people who want to break into sales and trading, markets, and finance more broadly: how to network into the desk, how to talk markets in an interview, how to handle technical and brainteaser questions, and how to show you can think under pressure. I am direct, I know what the desk is actually screening for, and I will tell you what will and will not land.

Welcome to my profile! With a robust background in finance and investment banking, I bring a wealth of experience to help you break into capital markets and trading. As a former Healthcare Investment Banker at Wells Fargo Securities, I managed a team and executed over $10 billion in deals, giving me firsthand insight into what it takes to succeed in this competitive field. I also served as a Finance Instructor at UC Berkeley, teaching over 300 undergraduates about equities, fixed income, and capital markets. Currently, I train new hires in investment banking and financial modeling at Training The Street. Whether you're looking to refine your skills or navigate the recruitment process, I'm here to guide you every step of the way. Let's connect and chart your path to success!

Sales & Trading professional at Morgan Stanley with expertise on both the long and short sides of the market. Over three years, I managed relationships with 60+ global hedge funds, developed innovative cross-selling strategies, and wrote research that earned top rankings in hedge fund broker votes. Beyond my professional achievements, I'm passionate about mentorship—I served as a mentor for the summer internship program and have successfully coached two Brown University alumni into roles at Morgan Stanley. I offer comprehensive career coaching services including resume optimization, interview preparation, and career transition guidance, with the ability to provide support in English, Spanish, and Portuguese.

I spent nine years as a Managing Director running the EMEA exotic rates and long-dated FX derivatives trading desk at UBS, executing client transactions and managing interest rate, foreign exchange, and volatility risk across structured products. Before that, I traded interest rate derivatives at J.P. Morgan. I later moved into valuations and model risk at Deutsche Bank, giving me a view of trading from both sides of the desk, the risk-taking side and the side that scrutinizes it. I coach candidates targeting sales and trading, structuring, and prop trading roles. I focus on the technical content these interviews test, including pricing intuition, market-making and risk scenarios, and probability and estimation questions, along with how to carry yourself with the composure and clarity that trading floor interviews are specifically testing for. You may notice I don't have reviews here yet. I joined Leland last year but only started actively coaching on this platform this month, since most of my time until now has gone into consulting work and interview coaching elsewhere, where I've built a track record of 25+ five-star reviews and a top 5% job offer rate with past clients. If you'd like a sense of how I work before booking a package, the free intro call is a good place to start.

Welcome to my profile! With a robust background in global markets and trading, I bring firsthand experience from my role as an Equity Derivatives Trader at Bank of America -- and two summers of interning across their sales & trading division before joining the team. My journey in trading began with the competitive Global Markets Summer Analyst program, where I rotated across various desks, honing my skills in market analysis, and equally importantly, networking. I also have a strong foundation in mentoring, having recruited, interviewed, and guided summer analysts through the Bank of America Campus Mentorship Program. Whether you're looking to break into trading or advance your career, I'm here to help you navigate the complexities of the industry. Let's connect and strategize your path to success!

My two decades of trading taught me that most traders lose to themselves, not the market.. I spent 20 years trading fixed income and equity futures. The edge that kept me in the game wasn't a setup, it was how I managed myself. I coach traders who already know how to trade but keep getting in their own way. The ones who size up after a win, cut winners short, revenge trade after a loss, or abandon their process when it matters most. If that sounds familiar, I can help. Not with strategy, with the mental side that nobody teaches you.

I’m qualified to coach in Investor Relations because I bring 4+ years of hands-on experience working at the core of capital markets communication and senior leadership decision-making. I’ve worked in Investor Relations roles at listed and capital-markets-active companies such as Adler Group and HomeToGo, where I partnered directly with CFOs, CEOs, and senior management on quarterly and annual reporting, earnings preparation, investor presentations, refinancing communication, and strategic capital-markets messaging. My work involved using professional IR tools and data platforms, coordinating with advisors, and engaging with equity and debt investors, sell-side analysts, and rating agencies on a regular (often weekly) basis. This day-to-day exposure gives me a deep understanding of what strong IR teams actually do, from owning the numbers and narrative to handling difficult investor questions and market volatility. I now coach candidates targeting Investor Relations, Capital Markets, Treasury-adjacent, and Corporate Finance roles, including professionals transitioning from investment banking, consulting, FP&A, and strategy. My coaching style is direct, honest, and high-standards. I focus on financial storytelling, capital structure clarity, earnings logic, and executive-level communication, not surface-level interview prep. If you want real IR guidance grounded in real IR work, I’d be happy to help.

Ex-JP-Morgan Head of Trading with 15 years of experience in Capital Markets. I currently train new and recent hires at top Wall Street Firms. I work with professionals looking to pivot or advance their careers and achieve peak performance by developing technical skills, refining soft skills, maintaining mental focus and staying energized.

Welcome to my profile! With a robust background in capital markets and trading, I bring a wealth of experience from top-tier financial institutions like J.P. Morgan and Jefferies. As a former Portfolio Manager Senior Associate at J.P. Morgan, I specialized in late-stage growth equity and buyout investments, while also managing significant client outreach and fundraising efforts. At Jefferies, I supported sales, trading, and research functions, managing client accounts and generating substantial trades daily. My experience extends to ESG strategies and sustainable investing, having led initiatives and presented to numerous clients. Whether you're looking to break into the industry or advance your career, I'm here to guide you through the complexities of capital markets. Let's connect and chart your path to success!

I’ve lived many lives—on Wall Street, on wrestling mats, on stages, and in the trenches of entrepreneurship—and each one sharpened my ability to sell, lead, and win under pressure. As a Financial Advisor, I built trust with retail clients and high-net-worth individuals, delivering tailored financial solutions. Later, I helped raise millions from institutional investors and family offices as a Vice President of Capital Raising. That wasn’t just sales—it was storytelling, psychology, and strategy at the highest level. I’ve negotiated business exits, consulted for HVAC firms, and spearheaded growth strategies that resulted in measurable revenue gains. But I’m not just a suit. I built a brand as an artist, assembled a creative team, marketed my music from zero to charting globally—all through grit, cold outreach, and smart positioning. That’s sales too—just in a different uniform. Before all that, I was a nationally ranked wrestler, competing at Duke and Blair Academy. Wrestling taught me discipline, resilience, and how to thrive when it’s one-on-one and the lights are on. Whether you’re prepping for a high-stakes interview, leveling up your career, or trying to sell yourself or your product with conviction—I bring real-world experience across finance, entrepreneurship, and personal branding. I know what it takes to win in a room, on a call, and in life—and I coach people to do just that. Now - I wear two hats at a Greenwich, CT start-up bank, covering Sales & Trading as well as Corporate Development, working directly with the executive team.