Alex B.
5.0
(30)
Complete Technical Investment Banking Prep
Studied at Rotman School of Management, University of Toronto
Worked at BMO
Available tomorrow at 10:00 PM UTC
Usually responds within 48 hours
Questions? Start chatting with this coach before you get started.
Alex's Coaching Offerings
Nail the Banking Interviews
Crush the interview through drills, frameworks, mock interviews, and more.
Starting at $6125h+ of coaching
Land Top Banking Interviews
Tailored guidance on networking, firm selection, resumes, and more.
Starting at $6125h+ of coaching
Land a Top Banking Offer: Start-to-Finish
Expert help on everything from getting the interview to landing the offer.
Starting at $1,16110h+ of coaching
Custom hourly · $129/hr
Get help with Technical Interview Prep.
Alex’s Investment Banking Qualifications
Coaches professionally
Experience level: Partner or Managing Director
100+ people coached for Investment Banking
10 years in investment banking, private equity, corporate & strategic finance. I also teach Master's and Undergraduate students occasionally on all things corporate finance.
Alex can help with:
Technical Interview Prep
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
30 Reviews
Overall Rating
5.0
Knowledge
5.0
Value
5.0
Responsiveness
5.0
Supportiveness
5.0