
Alex Banh
5.0
(32)
Over 100+ mentees placed in investment banking and private equity
43 followers
Supercoach
Studied at Rotman School of Management, University of Toronto
Worked at BMO
Successful clients at
Not currently taking new clients
Alex’s Career Coaching Qualifications
Coaches professionally
Experience level: Director
100+ people coached for Career Coaching
Alex has helped clients get into these companies:
Welcome to my profile! With a robust background in finance and artificial intelligence, I bring a wealth of experience to career development coaching. As a Principal at Apex Advisory, I have provided strategic advice and financial modeling to early and growth-stage companies, while also mentoring high-potential students through our training programs. I started my career in investment banking in the M&A team at BMO, moved to help ecobee raise their Series C round, and have worked with private and public technology companies as part of a private equity group. My academic journey includes an MBA from the Rotman School of Management and a Master of Management in Artificial Intelligence from Queen's University, where I have also served as an advisor and instructor. Having coached over 100 individuals, I am passionate about helping clients navigate their career paths, leveraging my expertise in finance, AI, and strategic consulting. Let's connect to tailor a plan that aligns with your career aspirations!
Alex can help with:
Professional Networking
Skill Building
Networking Strategy
Job Search Strategies
Interview Prep
Career Planning
Resume Review
Personal Branding
Freelancing
Work Experience
Advisor
Portage CyberTech
2025 - Present
Financial modeling, investor presentation, strategic advice

MBA Candidate
Rotman School of Management
2022 - Present
Head TA, TA, Review Tutor for twenty Accounting and Finance courses at both undergraduate and graduate levels over two years / four terms Research Assistant for projects on financial distress, M&A, valuation, with faculty from London Business School, NYU Stern, Notre Dame Full tuition funded by merit-based scholarships and TA / RA-ships

Principal
Apex Advisory
2020 - Present
Apex Advisory: Consulting for early & growth stage companies and their investors. Financial Modeling Capital Advisory Investor Presentations Strategic Advice Apex Academy: Training and mentorship program for high potential and overlooked undergraduate students.

Research Associate
Columbia Business School
2023 - 2024
Supervisor: Professor Thomas Bourveau (Summer 2024) Research Areas: Human Capital Disclosure, OTC Markets Supervisor: Professor Parinitha Sastry (2023 - 2024) Research Areas: Climate Finance, Financial Institutions
Director, Financial Planning & Analysis
Converge Technology Solutions
2018 - 2023
Founding finance hire $80M reverse takeover IPO $600M revolving credit line with CIBC and JPMorgan Exited to H.I.G. Capital in 2025
Principal, Capital Markets & Chief of Staff
Fulcrum Technology Holdings
2018 - 2021
Technology private equity

Strategic Finance
Ecobee
2017 - 2018
Series C Raise ($127 million)
Energy & Environment Fellow
MaRS Discovery District
2017 - 2018
Researched adoption of smart buildings technology
Investment Banking
BMO
2015 - 2016
Mergers & Acquisitions Team Recruiting Captain for Queen's University and University of Waterloo
Private Equity
PSP Investments
2014 - 2014
Direct Private Equity
Investment Banking
Canaccord Genuity
2013 - 2013
Education

Rotman School of Management, University of Toronto
Master of Business Administration - MBA
2022 - 2025
• Creative Destruction Lab Fellowship Student (2022) • Peter Godsoe / Scotiabank Scholarship in Financial Engineering (2024) • Peter Godsoe / Scotiabank Scholarship in Financial Engineering (2025) • Ontario Graduate Scholarship (2024) • Dean's List (2024) • Advisor / Instructor, Rotman Asset Management Association (RAMA) • Advisor, Rotman Entrepreneurship & Venture Capital Association (REVCA)

Smith School of Business, Queen's University
Master of Management in Artificial Intelligence (MMAI), Artificial Intelligence
2019 - 2020
• Nominated recipient of Vector Institute Scholarship in Artificial Intelligence (VSAI) • Queen's University Alternative Assets Fund • Ontario Investment Associate, Front Row Ventures • Exchange Study Tour, Mannheim Business School

Smith School of Business, Queen's University
Bachelor of Commerce, Finance
2010 - 2015
Co-Founder, Limestone Capital
32 Reviews
Overall Rating
5.0
Knowledge
5.0
Value
5.0
Responsiveness
5.0
Supportiveness
5.0
Alex has helped clients get into these schools:
Alex has helped clients get into these companies: