Ryan Tan
5.0
(144)
AI Finance Instructor & AI Fractional CFO | Fortune 500 Clients & Students
16,185 min coached
250 followers
Supercoach
Admissions Committee at Haas School of Business (Berkeley)
Hiring Manager at Wells Fargo Securities
Successful clients at
Available today at 5:30 PM UTC
Feel free to send me any questions, materials, or anything about yourself (resume, etc.) ahead of our session, so I can be best prepared to help you. You can use the Leland messaging option. I look forward to seeing you soon.
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Ryan's Coaching Offerings
Custom hourly · $259/hr
Get help with AI Fundamentals, Risk Assessment, and .
Ryan also coaches for Investment Banking, Equity Research, MBA, Capital Markets & Trading, and Economic Consulting. View all.
Ryan’s AI for Finance Qualifications
Coaches professionally
Experience level: Director
Ryan has helped clients get into these companies:
I am a AI Finance Instructor and AI Fractional CFO. I specialize in helping finance professionals and teams leverage AI to work faster, smarter, and at a higher level of strategic impact. As an AI Finance Instructor at Training The Street, I train Fortune 500 finance teams—including organizations like Amazon—on how to integrate AI tools such as Microsoft Copilot directly into Excel and core financial workflows. I’ve trained hundreds of professionals across dozens of firms, with a focus on making AI immediately practical for day-to-day finance work. My training is highly execution-focused: I help professionals reduce financial model build times by up to 90% and streamline workflows that traditionally take days or weeks into processes that can be completed in hours. I have also worked with professionals at leading investment banks, including J.P. Morgan, and top-tier consulting firms such as McKinsey, giving me a strong understanding of the technical standards and expectations at the highest levels of finance. In parallel, I serve as a fractional CFO to high-growth startups, where I implement AI-driven finance solutions for lean teams—typically 3–10 person finance functions. I work hands-on to redesign processes, automate reporting, and integrate AI directly into financial models, enabling teams to scale output without scaling headcount. Across both enterprise and startup environments, my focus is consistent: translating AI capabilities into practical, immediately usable tools for finance professionals—whether that’s accelerating Excel workflows, improving model accuracy, or enabling faster, better decision-making.
Ryan can help with:
AI Fundamentals
Risk Assessment
AI Deal Sourcing
AI Financial Modeling
Expense Automation
Financial Forecasting
AI Due Diligence
Budgeting & Planning
Automated Financial Reporting
AI Automation
Data Visualization
Investment Research
Ryan also coaches for Investment Banking, Equity Research, MBA, Capital Markets & Trading, and Economic Consulting. View all.
About Ryan
Hi Everyone, It's great to meet you and welcome to my Leland page! My name is Ryan, and I am originally from San Francisco. I did my undergraduate at the University of California, Berkeley, where I graduated Magna Cum Laude in Economics and Statistics. I hold an MBA from the University of California, Berkeley - Haas School of Business, where I specialized in Finance. Professionally, I am an investment banker, investor, and finance instructor. I was a Healthcare Investment Banker at Wells Fargo Securities for ~5 Years, where I served as Staffer, Recruiting Team Captain, and Manager. I have trained 3 classes of summer and full-time investment banking analysts and executed over $10.0Bn in deals across 90+ transactions. I later transitioned to the buy side, where I worked as a Credit Research Analyst at Franklin Templeton and taught undergraduate finance at UC Berkeley. Currently, I work at Training the Street, where I train investment banking new hires in Excel, accounting, financial statement modeling, valuation, capital markets, DCF, M&A, LBO, public comparables, precedents transactions, accretion/dilution, and more. I have helped countless students and mentees, both undergraduate and MBA, break into investment banking and place into Bulge Bracket and Elite Boutique investment banks, including Goldman Sachs, Morgan Stanley, JP Morgan, Centerview, Evercore, and Lazard. My secret sauce lies in being able to easily break down complex finance concepts as well as provide students access to direct interview case studies, market research reports, and a vast investment banking network of former students, mentees, classmates, friends, and colleagues. Having also recruited and interviewed numerous investment banking summer and full-time analysts, I know exactly what students need to break into the industry. I look forward to working with you and helping you achieve your dreams and goals. Feel free to send me a message via the Leland portal or schedule an intro call. Cheers, Ryan
Why do I coach?
If I could restart my investment banking career, I wish I had a personal coach/mentor to help me break in. I would have saved so much time and heartache in learning finance, technicals, networking, and interviewing and would have been able to break in much faster with greater initial success route. Instead, I had to learn how to break into investment banking the hard way. My family is not from finance and are first generation immigrants. I had no network and did not grow up in a wealthy environment. I was never the "popular kid" and did not drink or party or was one of the "Frat Bros". Needless to say, getting into a finance club or business fraternity where the connections were was a struggle for me. I had to start from complete scratch in learning how to dress and speak, find and access education materials, build my brand, and cold network to investment bankers. I got yelled at a lot along the way because I was not part of "the club", but I eventually succeeded and did quite well. Being a coach allows me to help students directly and have them avoid the struggles that I did. It also helps level the playing field. You don't have to drink or party or come from a wealthy family to break into investment banking. I have the network, the interview case study materials, and the market knowledge you need to succeed, and I have trained countless students to great success. All I ask is that you try your very best, have a strong work ethic, be open to coaching, and I guarantee that you will make it. You'll also learn a lot and have fun along the way.
Work Experience
Investment Banking and Capital Markets Instructor
Training The Street
May 2024 - Present
I train investment banking, equity research, and credit research new hires in Excel and accounting as well as financial statement, DCF, M&A, trading comps, transaction comps, and LBO analysis and modeling. I also cover equity and debt capital markets and corporate valuation.
High Yield Credit Research Analyst
Franklin Templeton
2022 - 2023
Hiring Manager
I worked closely with the Director of Research for the Equity team and led recruiting at UC Berkeley for summer and full-time Equity Research Associates. I am well versed in both credit and equity.
Finance Instructor
University of California, Berkeley
2021 - 2023
I taught finance to over 300 undergraduates on equities, fixed income, derivatives, capital markets, valuation, and macroeconomics.
Infrastructure Investor
Arrow
2019 - 2021
Hiring Manager
Investment Banker
Wells Fargo Securities
2015 - 2019
Hiring Manager
I was a Healthcare Investment Banker at Wells Fargo Securities for ~5 years. During my tenure, I served as Staffer and Recruiting Captain and trained three classes of summer and full-time investment banking analysts. I managed a team of 3 analysts and executed over $10.0Bn in deals across 90+ transactions. Having hired, trained, and managed summer and full-time analysts and executed countless transactions, I know exactly what candidates need to break into investment banking and succeed.
Education
University of California, Berkeley
Bachelor of Arts, Statistics
University of California, Berkeley
Bachelor of Arts with High Honors (Magna Cum Laude), Economics
Haas School of Business (Berkeley)
Master of Business Administration, Finance
2021 - 2023
Admissions Committee Experience
I currently interview candidates for the full-time MBA program at UC Berkeley Haas and am well connected with the campus. Activities and societies: Asia Business Club (President), Haas Christian Fellowship (Co-President), Haas Investment Club (President), Cal Athletics Mentor, Bear2Bear Mentor, Dean Speaker Series Student Board, FTMBA Student Interviewer Interviews Moderated: Jensen Huang (CEO of NVIDIA), Marty Chavez (Former CFO of Goldman Sachs), Ben Meng (Former CIO of CalPERS), Ben Allen (CEO of Parnassus Investments), Christina Ma (Partner at Goldman Sachs) Competitions: UNC Alpha Challenge - Credit (3rd Place), T. Rowe Price - Credit (Finalist), Kellogg-Morgan Stanley Sustainable Investing Challenge (Finalist), Kellogg-Moderna Healthcare Competition (Finalist), Wharton Total Impact Portfolio Challenge Scholarships/Honors: FTMBA Leadership Scholarship, FTMBA Critical Thinking Scholarship, Vice Chancellor's Outstanding Student Leadership Award Nominee Certificates: Michaels Graduate Certificate in Sustainable Business (ESG/Impact Investing)
144 Reviews
Overall Rating
5.0
Knowledge
5.0
Value
5.0
Responsiveness
5.0
Supportiveness
5.0
Ryan has helped clients get into these schools:
Ryan has helped clients get into these companies:
Ryan has helped clients achieve these scores on the GMAT