Alex R.

Alex R

5.0

(25)

Expert coach within IB/PE (with ability help through my network)

5,555 min coached

145 followers

Kellogg School of Management (Northwestern) Logo

Admissions Committee at Kellogg School of Management (Northwestern)

Fidus Capital Logo

Works at Fidus Capital

Successful clients at

+1

Available today at 11:00 PM UTC

Questions? Start chatting with this coach before you get started.

Alex's Coaching Offerings

Custom hourly · $129/hr

Get help with AI Automation, AI Deck Building, and .

Alex’s Private Equity Qualifications

Experience level: Vice President

Open to working with clients outside the U.S.

Alex has helped clients get into these companies:

I’m a life-longer learner and giver (through my experiences and my network). Happy to help those that are interested and navigating the path within Investment Banking or Private Equity. Friendly, approachable and always reachable/responsive!

Alex can help with:

AI Automation

AI Deck Building

AI Financial Modeling

AI Fundamentals

Behavioral Interview Prep

Cover Letters

Deal Sourcing

Due Diligence

Financial Analysis

Financial Modeling

General Exploration

Investment Evaluation

LinkedIn Review

Networking Strategy

Portfolio Management

Private Equity Strategy

Promotion Strategy

Resume Review

Skill Building

Technical Interview Prep

Alex also coaches for MBA, Venture Capital, Life Coaching, and AI for Finance. View all.

About Alex

Former investment banker turned PE investor with broad experience along the investment spectrum (public and private). Can help you learn everything you could want to know about alternative/private investing (both at the earliest of stages and late stages / traditional buyout). Have a major network I love to plug each of my life coachees into! Born and raised outside Chicago, spent six years in Austin, TX and now settled with my family in Charlotte, NC for the long-term. Look forward to partnering up, learning from each other and collaborating to help you accomplish your goals. Let's grow our collective knowledge and wealth together!

Why do I coach?

My goal in life is to give back through education and career inspiration / coaching. I’m always willing to connect with those interested in learning more about the investment banking, private equity / private credit spaces or entrepreneurship / venture capital spaces. I specifically cover the lower/middle market that has endless stories that may be applicable to your own journey of discerning how to find meaningful work and live a great life. I have been fortunate to have a number of high quality coaches in my life that inspired me into coaching throughout my own educational journey. As an ND graduate, I learned the importance of giving back and "asking more of business". As a Kellogg graduate, my DNA has been programmed to give "high impact, low ego" support to each of my coachees. Those that purchase coaching packages from me will be included in my growing network over the long-term. Look forward to working together to help you accomplish your goals!

Work Experience

Fidus Capital Logo

Vice President

Fidus Capital

September 2023 - Present

On Deck Logo

Angel Investor, Deal Due Diligence Lead

On Deck

January 2022 - June 2022

Owner Resource Group Logo

Vice President

Owner Resource Group

December 2021 - September 2023

Owner Resource Group Logo

Senior Associate

Owner Resource Group

December 2018 - February 2022

Owner Resource Group Logo

Associate

Owner Resource Group

August 2016 - December 2018

Lazard Logo

Analyst

Lazard

August 2014 - June 2016

Education

Kellogg School of Management (Northwestern) Logo

Kellogg School of Management (Northwestern)

Master of Business Administration - MBA

2020 - 2021

Admissions Committee Experience

Evening & Weekend Accelerated MBA Program Involved with Kellogg Alum program that interfaces with prospective students applying for an MBA

University of Notre Dame Logo

University of Notre Dame

BBA, Finance and Economic

2010 - 2014

Activities and societies: Wall Street Club, Investment Club, SIBC Case Study Team Member, Learning Resource Center Collaborative Leader, Private Tutor, Interhall Sports, Piano

25 Reviews

Overall Rating

5.0


Knowledge

5.0

Value

5.0

Responsiveness

5.0

Supportiveness

5.0


Alex has helped clients get into these companies:

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Alex R.

Alex R.

5.0

 
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