Investment Banking

I worked in investment banking at Goldman Sachs, within the healthcare group for 2 years. I come from a non-traditional background, not having majored in finance during undergrad, and I also did not intern investment banking. So, I can offer unique coaching advice for those of you interested in breaking into investment banking without traditional backgrounds. I have mentors many college students interested in breaking into finance, either internships or full-time, and can assist in general career thought work, resume work, and interview preparation.

Welcome to my profile! With extensive experience in the investment banking sector, including roles at Goldman Sachs and Credit Suisse, I bring a wealth of knowledge to my coaching practice. My focus has been on TMT coverage, particularly in software and data analytics, which equips me with the insights needed to guide aspiring investment bankers. As a VP of Corporate Development at Instructure, I continue to leverage my expertise in strategic growth and partnerships. I have successfully coached 5 individuals, helping them navigate the competitive landscape of investment banking. If you're looking to break into this field, let's connect and craft a strategy tailored to your success!

As an incoming investment banking analyst at Raymond James and a Finance Student Career Coach at Brigham Young University, I specialize in guiding students through the competitive investment banking recruiting process. With hands-on experience from roles at Crewe Capital, Cimarron Healthcare Capital, and Headline Venture Capital, I bring a wealth of industry knowledge to my coaching. I've successfully coached 25+ individuals, providing services such as mock interviews, resume refinement, and networking strategies. Whether you're just starting your journey or need targeted advice, I'm here to help you break into the world of investment banking. Let's connect and craft a personalized plan for your success.

Welcome to my profile! With a robust background in investment banking and venture capital, I bring a wealth of experience to help you break into the competitive world of finance. I have worked with top firms like J.P. Morgan, Citigroup, and T. Rowe Price, gaining hands-on experience in deal-making and financial analysis. As a Finance Manager at Microsoft and a Venture Partner at VU Venture Partners, I have honed my skills in strategic finance and startup evaluation. I have coached numerous individuals, guiding them through the intricacies of investment banking applications and interviews. Let's work together to craft a compelling application and prepare you for success in your finance career. Reach out to start your journey today!

As a former Investment Banking Analyst at J.P. Morgan, I gained firsthand experience in the Financial Sponsors Group, equipping me with the skills to navigate the complexities of the industry. My academic journey through Harvard Law School and the University of Oxford has further honed my analytical and strategic thinking abilities. I have successfully coached numerous individuals, helping them break into top investment banking roles by refining their resumes, mastering technical and behavioral interviews, and developing a compelling personal narrative. Let's connect to tailor a strategy that will help you achieve your career goals in investment banking!

Welcome to my profile! With a robust background in Investment Banking at Bank of America, I've been directly involved in high-profile M&A transactions across the healthcare space and I'm now transitioning into a Private Equity seat. I hold a double MSc in Finance from Bocconi University and Nova SBE and a BSc in Economics and Finance. Having coached few junior individuals into successful investment banking careers, I'm eager to help you navigating the competitive landscape. Let's connect and strategize your path to success in Investment Banking!

Most coaches in this space will tell you how to get into banking. I’ll tell you what nobody talks about - what comes after, and how to navigate it without losing your identity or your leverage. I spent 10 years in JPMorgan’s Equity Capital Markets division. I was promoted early and ranked in the top tier right from my analyst to VP days across EMEA Investment Banking. NOT because I worked the hardest, but because I learned quickly what actually moves the needle in this industry versus what’s just noise. Then I made the move myself. In 2025, I transitioned into a Strategic Finance & Capital Markets lead role at one of Europe’s fastest-growing energy unicorns — running fundraising, managing debt facilities, building the company valuation model and leading dialogue with banks and rating agencies. Same intellectual rigour. Materially better life. That transition is exactly what most of my clients want, and I’ve done it at a level most coaching profiles haven’t. I don’t coach from a textbook. I coach from a live career that’s still happening. This means my read on what the market values, how hiring decisions are actually made, and what a credible transition narrative looks like isn’t theoretical. It’s current. If you want someone who’s been on both sides of the table and recently - that’s what I offer.

I started in investment banking at Lazard, advising on technology M&A, before moving to the buy-side in credit at KKR, so I've seen deals from both the sell-side and the investor's seat. I later deployed capital as a crypto-native investor (Hashed, Parataxis) and today run my own M&A advisory boutique with active client mandates. I know exactly what gets a candidate hired because I've been on the other side of the table, screening resumes, running technicals, and deciding who makes the cut. I coach on the things that actually move the needle: financial modeling (DCF, LBO, M&A, comps), the technical interview, deal walkthroughs, and the judgment that separates a top-1% candidate from a competent one. Whether you're targeting bulge-bracket IB, an elite boutique, private equity, or breaking in from a non-target background, I'll get you sharp, fast.

Breaking into investment banking is one of the most competitive recruiting processes in business. Success requires far more than technical knowledge—it demands a compelling story, disciplined networking, polished interview skills, and the ability to perform under pressure. Having successfully navigated that process myself, I know what it takes to stand out. I earned my MBA from Harvard Business School and worked as an M&A Investment Banking Summer Associate at Lincoln International, where I advised clients on mergers and acquisitions, financial analysis, valuation, due diligence, and transaction execution. Prior to banking, I built my career as an engineer at Cummins before transitioning into strategy, private equity, and investment banking. That unconventional path gives me firsthand experience helping candidates make career pivots and position their unique backgrounds as strengths. I coach both undergraduate and MBA candidates through every stage of investment banking recruiting, including resume optimization, networking strategy, behavioral interviews, technical interview preparation, valuation and accounting fundamentals, deal discussions, and offer negotiation. My goal is not simply to help you answer interview questions—I help you develop the confidence, technical skills, and recruiting strategy needed to earn interviews and convert them into offers.

Former associate and staffer at Greenhill & Co, a boutique advisory firm. I performed functions across advisory workstreams, including evaluating public market comparable companies, precedent transactions, performing valuation models, and advising on merger mechanics and considerations. I also worked across equity fundraising and restructuring transactions in the tech sector. I assisted with recruiting at Greenhill across all junior and mid levels, and led college and junior level recruiting for the SF office.