Schedule a call with a Leland team member who can help you explore your options.
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This package is designed for professionals aiming to grow their careers in investment banking. The coaching will be tailored to your individual needs, covering topics such as developing financial modeling expertise, preparing for leadership roles, enhancing client relationship skills, and more. With expert coaching, you’ll refine your investment banking skills and make a lasting impact in the industry. Some of the common coaching activities included in this package are, but are not limited to: - Enhancing Your Personal Brand – Develop a compelling personal narrative that highlights your investment banking achievements and strengths. - Advancing Banking-Specific Skills – Improve your capabilities in financial analysis, deal structuring, and more. - Mastering Client Interactions – Boost your skills in building and maintaining client relationships, conducting impactful negotiations, and managing transactions. - Strategic Networking Guidance – Learn strategies to broaden your professional network within the banking industry and form valuable connections. - Navigating Career Growth – Get personalized advice on securing promotions, transitioning to leadership roles, and increasing your influence in your firm. This coaching package is ideal for investment bankers seeking to elevate their careers and position themselves for long-term success.
Strengthen your personal brand by highlighting your unique skills, experiences, and accomplishments to stand out in your field
Expand your professional network by building meaningful connections to uncover opportunities and accelerate career growth
Position yourself for growth by gaining clarity on how to achieve promotions, transition into leadership roles, and excel in your career
Enhance communication skills to convey ideas clearly and collaborate effectively with diverse stakeholders
Confidently tackle challenges by building strategies to approach complex problems and navigate critical decisions with confidence
Coaching delivered via live sessions and .
Services included:
Skill Building
LinkedIn Review
Investment Banking Strategy
Financial Modeling
Promotion Strategy
Valuation
Networking Strategy
Due Diligence
Mergers & Acquisitions
Financial Analysis
Salary Negotiation
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
Get help with Technical Interview Prep, Mergers & Acquisitions, and .
Joined January 2026
5.0
Investment Banking Coach | Unlock Your Potential | 100+ Sessions Led
I bring a decade of hands-on investment banking experience advising founders, boards, and management teams through complex, high-stakes M&A and capital-raising transactions. As a Director at a middle-market investment bank, I’ve led and executed sell-side and buy-side processes across industrials, infrastructure, business services, and specialty manufacturing - working directly with CEOs, private equity sponsors, family offices, and strategic buyers. I’m deeply involved in every aspect of a deal, from shaping the equity story and building institutional-grade financial models to managing diligence, negotiating key terms, and navigating real-world process dynamics under tight timelines. What sets me apart as a coach is that my guidance is practical, current, and battle-tested. I don’t teach theory in a vacuum - I help clients think like bankers, anticipate investor questions, avoid common pitfalls, and develop the judgment that actually drives outcomes. Whether you’re breaking into investment banking, leveling up from analyst to associate, or preparing for senior-level responsibility, I focus on sharpening technical skills, communication, and process management in a way that reflects how deals truly get done.
10h+ of coaching