Investment Banking

Having successfully recruited for numerous banks, I worked at Goldman Sachs for 5 years most recently in the TMT team in Investment Banking. During my time at Goldman Sachs, I was a part of the recruiting team for 4 years, assessing candidates for internship and full-time roles across various teams. Throughout my professional career, I have mentored numerous people who are looking to break into investment banking at various levels and have been able to develop a deep set of skills that can help you in your recruiting journey. I’ve distilled my experience and insights into a clear, effective program designed to make sure you feel confident and prepared for each and every part of the recruitment process.

Over 15 years of experience designing and delivering bespoke training solutions to leading investment banks, private equity firms, management consultancies, asset management firms, Fortune 500 companies, top universities, business schools and individuals. Throughout my career, I have accumulated over 8,000 classroom hours, covering a wide range of topics including interview prep, accounting, corporate valuation, financial and business case modeling, M&A and LBO analysis, as well as advanced software techniques in tools such as Microsoft Excel and PowerPoint. I have also led an annual interview prep workshop for the MBA and MIF programs and mentored students and conducted mock interviews at IE Business School since 2019. Before transitioning to teaching, I spent more than a decade in investment banking with Bear Stearns, Deutsche Bank, and Bank of America, working across the US, Europe, and Latin America. I gained extensive experience in various industries, working on equity and debt financings and M&A transactions. During my banking career, I also developed and led several internal training programs, including new analyst and associate training at Bear Stearns, healthcare-specific training at Deutsche Bank and Bank of America, and a training initiative for a team of analysts in India as part of the firm's offshoring strategy. Additionally, I was actively involved in campus recruiting, resume reviews and interviews. Having trained and coached many individuals over the years, I am passionate about helping aspiring finance professionals achieve their career goals. Let's connect and strategize your path to success in investment banking!

Helped lead non-core recruiting at Moelis & Co. where I conducted 50+ interviews with potential candidates

I coach aspiring investment bankers with firsthand experience landing highly competitive roles at top bulge-bracket firms in New York. I secured investment banking positions at Citigroup (Healthcare) and Morgan Stanley (Media & Telecom) — both with return offers — giving me a deep understanding of what it takes to break into the industry at the highest level. Having gone through the recruiting process myself, I know exactly how firms evaluate candidates, what distinguishes a top performer, and how to prepare effectively for each stage of the process. In addition to my own banking experience, I understand the full finance career arc, including how candidates can position themselves early for a strong private equity exit. I bring a structured, human-centric approach to coaching, helping candidates master technical skills, refine their narrative, and navigate recruiting with clarity and confidence. Whether you're aiming for your first internship, a full-time offer, or a strategic exit into PE, I’ll help you prepare with the precision and insight the industry demands.

I bring firsthand campus recruiting experience from JPMorgan Chase, where I recruited undergraduate and graduate students across the country for internship and full-time opportunities within Commercial Banking and Investment Banking. This experience gave me an inside perspective on the highly competitive recruiting process, including how candidates are evaluated, what recruiters and hiring teams look for, and how students can differentiate themselves throughout the process. Today, I use that experience to coach college and graduate students pursuing internships and full-time analyst opportunities in investment banking and financial services. I help students strengthen their resumes, prepare for interviews, develop effective networking strategies, communicate their experiences and interest in banking, and confidently navigate the recruiting process. As both a career coach and graduate-level instructor, I help students turn their academic, leadership, internship, and extracurricular experiences into a compelling story that resonates with recruiters and hiring teams.

I'm a current Investment Banking Analyst at Houlihan Lokey on the healthcare team, and I took a path most people are told doesn't work. I landed 4 full-time investment banking offers without a junior year IB internship. As a first-gen student at USC studying computational neuroscience and economics, I started with no finance network, so I built one from scratch and learned how recruiting really works beneath the surface: how to get on a banker's radar, turn a cold email into a referral, and walk into a superday fully prepared. Before Houlihan Lokey, I worked in corporate development at CME Group and M&A advisory at Centerstone Capital, so I know the technicals and the job from the inside. I've coached 100+ candidates through networking, resumes, technicals, and behavioral interviews. If you feel behind, come from a non-target, or just need to increase your prep, I'll give you a clear plan and hold you to it.

Having worked across multiple sectors and product groups, I understand firsthand how interview expectations and recruiting preparation differs across traditional M&A and capital-markets roles. As a former Associate at Goldman Sachs, I have five years of direct investment banking experience spanning both Debt Capital Markets and Consumer & Retail advisory groups. My deal experience includes mergers and acquisitions, carve-outs, acquisition financings, equity raises, debt capital raises, and distressed-debt financings across both large-cap and middle-market companies. I am happy to help with: * Investment banking résumé reviews * Behavioral and technical interview preparation * Networking and recruiting strategy * Guidance on evaluating banking groups, roles, and longer-term career paths Whether you are exploring investment banking for the first time, preparing for a specific recruiting process, or considering a move between groups, I’m happy to offer tailored, practical guidance based on my experience.

Welcome to my profile! With a robust background in investment banking and growth equity, I bring firsthand experience from top-tier firms like Morgan Stanley and WestCap to my coaching practice. As a former Investment Banking Analyst at Morgan Stanley, I have a deep understanding of the industry and the skills needed to succeed. My academic credentials include an MBA from Harvard Business School and a dual degree from the University of Pennsylvania's Wharton School and College of Arts & Sciences. Whether you're preparing for interviews or refining your resume, I'm here to provide tailored guidance to help you achieve your career goals. Let's connect and strategize your path to success in investment banking!