Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
Breaking into investment banking is highly competitive, and success often depends as much on strategy and execution as it does on qualifications. This package is designed to help candidates develop a personalized recruiting strategy based on their background, experience, target firms, and career goals. Rather than relying on generic advice, we'll assess your specific situation and identify the actions most likely to improve your recruiting outcomes. Topics may include: *Candidate Assessment* - Evaluate your background, strengths, weaknesses, and recruiting profile to understand how you are likely to be perceived by different firms. *Target Banks & Groups* - Identify the banks, groups, and opportunities that best align with your experience, interests, and long-term goals. *Networking Strategy* - Develop a targeted networking approach, including prioritization, outreach strategy, relationship-building, and coffee chat preparation. *Recruiting Roadmap* - Create a practical action plan with clear priorities, timelines, and next steps designed to maximize your chances of securing interviews and offers. The objective is simple: help you focus your time on the opportunities and activities most likely to improve recruiting outcomes.
Personalized assessment of your recruiting profile, strengths, and development areas
Recommended target banks and groups based on your background and goals
A tailored networking and outreach strategy
A recruiting roadmap with prioritized action items and next steps
Greater confidence navigating the investment banking recruiting process
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
Get help with Investment Banking Strategy, Financial Modeling, and .

Joined April 2026
5.0
Ex-BofA Director | Investment Banking Recruiting & Transitions
I’m a former investment banking Director at Bank of America Securities with ~9 years of bulge bracket experience and ~15 years total in strategic finance. I’ve advised on ~$15bn in completed transaction value across large-cap and middle-market M&A, capital raises, and strategic transactions. I started my career in large-cap Consumer & Retail and Technology, Media & Telecommunications (TMT) coverage groups before helping build Bank of America’s Middle Market Investment Banking platform as the 40th hire, where I later launched and led the Residential & Commercial Services sector coverage initiative. Beyond transaction execution, I’ve been deeply involved in recruiting and talent development. I’ve conducted 100+ interviews, participated in hiring decisions and roundtables, and mentored ~90 associates. I’ve seen firsthand what differentiates candidates who break into investment banking—and what causes strong candidates to fall short—and I focus on helping clients position their experience effectively, communicate with clarity, and approach the recruiting process with the same lens used by hiring managers and senior bankers.
2h–4h of coaching