
Wendy P.
5.0
(4)
Break into IB | Former A2A at Moelis NY / LA

Studied at University of Southern California
Works at Silver Lake
Successful clients at
Available today at 8:00 PM UTC
Questions? Start chatting with this coach before you get started.
Wendy's Coaching Offerings
Custom hourly · $99/hr
Get help with Skill Building, LinkedIn Review, and .
Wendy’s Investment Banking Qualifications
Experience level: Associate
40+ people coached for Investment Banking
Wendy has helped clients get into these companies:
I spent three years in investment banking at Moelis, and have gone through both the 2-year Analyst program and stayed on as an Associate afterwards. I worked across both the LA and New York offices and was top-ranked in all three years. During my time at the firm, I was also heavily involved in analyst and intern recruiting, so I’ve seen firsthand what it takes to break into a top bank and how to stand out once you’re there. Over the years, I’ve helped a number of candidates navigate the recruiting process, from building a compelling story to preparing for technicals, refining resumes, and developing networking strategies that actually work. Mentorship has always been important to me. I have supported candidates recruiting for different geographies and industry groups. At USC, I served as Director of Mentorship for the Trojan Investing Society (the school’s largest finance org), where I guided a cohort of 30+ students through recruiting landing roles at firms such as GS, Evercore, JP Morgan, etc. across NY, Boston, SF and LA. I also worked as a Peer Career Advisor at USC's Career Center, helping students successfully land offers in investing banking and private equity. Since graduating, I’ve continued to mentor through programs like SEO, Women in Network, and Synergist Network. If you’re preparing for banking interviews or looking for guidance on breaking in, I’d love to help. Let’s connect and get you set up for success.
Wendy can help with:
Skill Building
LinkedIn Review
Investment Banking Strategy
Financial Modeling
Promotion Strategy
Cover Letters
Valuation
Resume Review
Networking Strategy
Mergers & Acquisitions
Financial Analysis
Technical Interview Prep
Behavioral Interview Prep
General Exploration
About Wendy
I'm Wendy – I grew up on the East Coast and am currently based in NYC. I went to USC for undergrad, where I studied Business Administration and Economics. I joined Moelis after graduation where I spent three years both as an Analyst and Associate working on M&A and restructuring deals across TMT, Gaming and Healthcare. After Moelis, I joined Silver Lake in their New York office as an Associate on their Investment Team. In my free time, I enjoy traveling, NYC's food scene, and staying active!
Why do I coach?
I wouldn’t be where I am today without the mentors who supported me early on. Recruiting isn’t just about having the right resume – it’s about knowing how to tell your story, navigate the process strategically, and show up with confidence. I was lucky to have incredible mentors who helped me early in my career. Their support made all the difference, and it’s a big part of why I’m so passionate about coaching others today.
Work Experience
Associate
Silver Lake
July 2023 - Present
Investment Banking Associate
Moelis & Company
July 2022 - July 2023
Investment Banking Analyst
Moelis & Company
July 2020 - June 2022
Education

University of Southern California
Bachelor of Science (B.S.), Business Administration
4 Reviews
Overall Rating
5.0
Wendy has helped clients get into these companies: