Advance your Career

Advance your Career

Offered by Stefano L.

5.0

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Break Into Top Finance Careers with a CFA-Led Career Coach

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Studied at CFA Institute

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Hiring Manager at IESE Business School

Package Description:

This package is designed for professionals who want to advance their careers and achieve their goals. Through 1-on-1 expert coaching, you’ll gain the skills and strategies needed to position yourself for growth, secure new opportunities, or take on greater responsibilities. The package will be tailored to your individual needs, covering topics such as leadership development, personal branding, networking, team management, and more. Whether you’re aiming to step into a leadership role, increase your influence, or progress within your industry, this package provides the guidance you need to move forward. Some of the common coaching activities included in this package are: - Leadership and professional development to enhance your impact and effectiveness - Crafting a compelling personal brand and executive presence - Developing networking strategies to uncover and leverage new opportunities - Building and managing effective teams to drive results and foster collaboration - Identifying skill gaps and creating a targeted plan for upskilling - Guidance on negotiating promotions, raises, or expanded roles By the end of this package, you will have a clear plan for your career advancement, refined skills, and the confidence to take the next step in your professional journey.


What you'll get from this package

A polished personal brand and executive presence

Clear strategies to secure promotions or expanded roles

Improved networking skills to uncover opportunities

Enhanced leadership and team management skills

Confidence to advance in your career journey


Additional details

Coaching delivered via live sessions and .

Refund Policy

Services included:

Skill Building

Career Planning

Professional Networking

Personal Branding

Networking Strategy

Salary Negotiation


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Stefano L.

Offered by Stefano L.

Joined February 2025

5.0

Break Into Top Finance Careers with a CFA-Led Career Coach

With a career spanning top financial institutions like PI Financial Corp, Morningstar, HSBC, and Julius Baer, I’ve developed a deep, firsthand understanding of the finance industry across investment banking, asset management, wealth management, and corporate finance. I’ve navigated complex financial landscapes, advised clients on high-stakes decisions, and built a career that blends technical expertise with strategic career planning. In addition to my industry experience, I hold a strong academic foundation, having completed two master’s degrees, one highly quantitative and practical, the other deeply theoretical, along with earning both the CFA and CFP charters. Today, I coach MBA students on securing competitive roles in finance, leveraging industry relationships, and positioning themselves for long-term success. I don’t just understand the finance job market, I shape it. My coaching is rooted in real-world insights, strategic career planning, and a deep commitment to helping professionals unlock their full potential.

Coaches professionally

Experience level: Director

300+ people coached for Career Coaching

Starting at $720

5h+ of coaching

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    Advance your Career by Stefano L. | Leland