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Jonathan S.

Jonathan Schudmak

Top Expert

Top Coach for Finance | Experienced Investment Banker and Hiring Manager

  • Harvard Business School Logo

    Harvard Business School

  • Wells Fargo Securities Logo

    Wells Fargo Securities

  • 6.9k

    Expert mins

  • 349

    Followers

Available today

Starting at 3:30 PM UTC

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About

  • Customer favorite

    In the top 10% of Investment Banking experts on Leland

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 have been coaching on Leland for almost a year and have been honored as both a “Top Expert” and “Customer Favorite”. I am also a finance instructor for one of the leading training companies. I graduated from the United States Military Academy at West Point and Harvard Business school. When not coaching, I enjoy exercising and reading non-fiction books.

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Jonathan’s Investment Banking Qualifications

Coaches professionally

Experience level: Partner or Managing Director

150+ 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:

Behavioral Interview Prep

Financial Analysis

Financial Modeling

General Exploration

Investment Banking Strategy

LinkedIn Review

Mergers & Acquisitions

Networking Strategy

Promotion Strategy

Resume Review

Skill Building

Technical Interview Prep

Valuation

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

Wells Fargo Securities Logo

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.

Morgan Stanley Logo

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.

FBR Capital Markets Logo

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.

C&Co PrinceRidge Logo

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.

UBS Logo

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.

Dresdner Kleinwort Wasserstein Logo

Associate

Dresdner Kleinwort Wasserstein

2004 - 2005

Interviewer

Associate the Media & Telecom M&A team.

US Army Logo

Airborne Combat Engineer Officer

US Army

1997 - 2002

Education

Harvard Business School Logo

Harvard Business School

MBA

2002 - 2004

United States Military Academy Logo

United States Military Academy

BS, Civil Engineering

1993 - 1997

5.0 average review

40 reviews

Overall rating

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Knowledge

5.0

Value

5.0

Responsiveness

5.0

Supportiveness

5.0

Jonathan has helped clients get into these companies:

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