Jonathan S.
5.0
(13)
Investment Banking Coach | Former Investment Banker and Hiring Manager
Studied at Harvard Business School
Hiring Manager at Wells Fargo Securities
Successful clients at
Available today at 8:00 PM UTC
Message me if you need coaching right away.
Questions? Start chatting with this coach before you get started.
Jonathan's Coaching Offerings
Nail the Banking Interviews
Crush the interview through drills, frameworks, mock interviews, and more.
Starting at $1,2305h+ of coaching
Land Top Banking Interviews
Tailored guidance on networking, firm selection, resumes, and more.
Starting at $1,2305h+ of coaching
Land a Top Banking Offer: Start-to-Finish
Expert help on everything from getting the interview to landing the offer.
Starting at $2,33110h+ of coaching
Custom hourly · $259/hr
Get help with Skill Building, LinkedIn Review, and .
Jonathan’s Investment Banking Qualifications
Experience level: Partner or Managing Director
100+ people coached for Investment Banking
Jonathan has helped clients get into these companies:
Welcome to my profile! With nearly two decades of experience in investment banking, including leadership roles at Wells Fargo and UBS, I bring a wealth of knowledge to my coaching practice. As a Managing Director and Development Officer, I led a team of over 80 Analysts and Associates and designed a successful summer internship program, giving me firsthand insight into what top firms seek in candidates. My coaching is informed by my experience in recruiting and professional development, ensuring you receive tailored guidance to excel in your career. Having coached over 100 individuals, I am passionate about helping you navigate the competitive landscape of investment banking. Let's connect and strategize your path to success!
Jonathan can help with:
Skill Building
LinkedIn Review
Investment Banking Strategy
Financial Modeling
Promotion Strategy
Valuation
Resume Review
Networking Strategy
Mergers & Acquisitions
Financial Analysis
Technical Interview Prep
Behavioral Interview Prep
General Exploration
About Jonathan
Hi! I'm Jonathan. I spent ten years as an Investment Banker and another eight years as a hiring manager - recruiting, interviewing, managing and coaching Analysts and Associates. I am a graduate of the United States Military Academy at West Point and Harvard Business school. When not coaching, I enjoy exercising and reading non-fiction books.
Why do I coach?
I have always been involved in coaching and mentoring in my career, starting in the military, then continuing through my twenty-plus year career in financial services. I truly enjoy working 1-on-1 with motivated candidates and seeing them succeed.
Work Experience
Managing Director, Investment Banking
Wells Fargo Securities
2017 - 2025
Hiring Manager
• Development Officer leading a team of over 80 direct reports (Analysts and Associates) in the Energy, Utilities and Energy Transition sectors. • Supported an additional 35 team members. • Led on-campus Associate and Analyst recruiting for the team and participated in firm-wide recruiting for the broader platform. • Designed and administered the team’s summer internship program, averaging 30 interns per year in multiple cities. • Oversaw the team’s professional development through structured performance evaluations, project assignments, training initiatives, and targeted coaching.
Wealth Management
Morgan Stanley
2014 - 2017
Member of a six-person wealth management team within Morgan Stanley which managed nearly $1 billion in client assets.
Senior Vice President
FBR Capital Markets
2013 - 2014
Interviewer
Investment banker primarily focused on providing strategic and financial advice to E&P companies, with a secondary focus on the oilfield services and renewable energy subsectors.
Executive Director
C&Co PrinceRidge
2012 - 2013
Member of a four-person boutique investment banking office within a growing financial institution. Responsible for transaction execution and business development for companies in the E&P and oilfield services subsectors.
Director
UBS
2005 - 2012
Interviewer
Associate and VP level investment banker in the Power and Utilities Group in New York for five years, then transferred to Houston to join the Energy Group.
Associate
Dresdner Kleinwort Wasserstein
2004 - 2005
Interviewer
Associate the Media & Telecom M&A team.
Airborne Combat Engineer Officer
US Army
1997 - 2002
Education
Harvard Business School
MBA
2002 - 2004
United States Military Academy
BS, Civil Engineering
1993 - 1997
13 Reviews
Overall Rating
5.0
Jonathan has helped clients get into these companies: