Investment Banking

I broke into Goldman Sachs investment banking without a finance degree. Here's how I did it. I started in biotech investor relations at one of the most active boutique IR firms in the country, advising on some of the busiest biotech IPOs during the record breaking 2020 boom year. From there I moved to Wells Fargo Securities investment banking in the REGAL group covering Real Estate, Gaming and Lodging. I worked on landmark deals including Aristocrat's $3.7B acquisition of Playtech and MGM's $3.9B sale of CityCenter, advising institutional clients like Blackstone, VICI Properties, Red Rock Resorts and Bally's. Then I lateraled to Goldman Sachs TMT and Consumer where I was exclusive buy-side advisor on Amazon's $3.9B acquisition of One Medical and Amazon's $1.7B acquisition of iRobot. I also worked on transactions for Nike, Starbucks and Nordstrom. I help two types of people. First, non-traditional candidates including non-finance majors, non-target school students and career switchers who feel like the door is closed. I got in without a finance degree and I know exactly how to position your story to get past the gatekeepers. Second, analysts at regional or middle market banks who want to lateral up to Goldman, Morgan Stanley or top boutiques. I made that exact move and I know what it takes on both sides of the table. If you think your background disqualifies you, it probably does not. Mine almost did and I found a way through anyway.

Throughout undergrad, I landed IB internships every year, which led to a full-time offer as a Technology Investment Banking Analyst at Credit Suisse NY (2020–2022). Along the way, I earned interviews with top bulge brackets and elite boutiques including Lazard, Moelis, Goldman Sachs, and J.P. Morgan. I completed a sophomore-year internship through Wells Fargo's Sophomore IB program, and before that, secured an IB internship as a freshman that I continued while a full-time student. I help undergraduates with both technical and behavioral interview prep to land offers at top investment banks, and I'm well versed in AI for finance, so I can also coach students on how to handle AI-related questions in IB interviews. After my analyst years, I moved into software growth equity at Serent Capital in SF. I can help current IB analysts navigate on-cycle recruiting into tech growth and private equity firms. Tasks I can help with: behavioral and technical/case interview prep, resume writing, networking strategy, career switching, and more. I've coached three individuals into investment banking and corporate development roles. Whether you're looking for a summer internship, starting out as a new grad, or a few years into your career and eyeing a transition, I'll guide you every step of the way. Let's connect!

◆ I'm a Principal at Warburg Pincus, a top 10 global PE firm managing $100B+, and I'm the most senior finance professional coaching on Leland ◆ As an active hiring manager in both PE and IB, I've personally interviewed hundreds of candidates and made the hiring decisions, so I know exactly what the person across the table is looking for ◆ I've coached dozens of clients who have landed offers at Goldman Sachs, JP Morgan, Evercore, PJT, Lazard, among others. I've also helped many of these same clients get PE offers and get into top 3 business schools ◆ I have 15+ years experience in finance: Blackstone M&A, then a decade at Warburg Pincus, with an MBA from HBS and a finance degree from Wharton ◆ I wrote the "Comprehensive Finance Interview Guide" over a decade ago while prepping for my own IB/PE recruiting, and I've been refining my system ever since ◆ I work with candidates at every stage, including resume help, mock interviews, or a full multi-month partnership covering networking, resume, story, technicals, and modeling tests

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 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!

Welcome to my profile! As the Founder & Managing Director of JHL Consulting Group Inc., I've guided over 300 students globally to secure positions at top firms such as Morgan Stanley, Bank of America, and RBC. With a background in Investment Banking M&A at CIBC and Private Equity at Dream VC, I bring firsthand industry experience to my coaching. My approach is tailored to each client's unique strengths, focusing on resume building, interview preparation, and networking strategies. Whether you're aiming for a role in investment banking, private equity, or real estate, I'm here to help you navigate the competitive landscape and achieve your career goals. Let's connect and start your journey to success!

After a spring week, 2 summer internships and a 6 months off cycle internship, I received 2 full time offers in different bulge bracket investment banks and was able to pick the one that I thought suited by trajectory better. I began my full time career as an Investment Banking Analyst at Morgan Stanley, where I stayed for almost 3 years before transitioning into strategic finance.

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.

As a job seeker, I was able to get IBD offers from GS, MS, JPM, CS, BoA, DB As an interviewer, I organized IBD recruiting from networking to phone interview to superday to final discussion Therefore, I'm able to provide insights from both sides. I have coached 60+ students both from undergraduate and from MBA programs to land into their desired offers. My services are comprehensive and include all processes in IBD recruiting - resume, cover letter, networking, behaviorals, technicals.

With a solid foundation in finance from Emory University's Goizueta Business School, I built a successful career in investment banking and private equity. My experience spans roles at top firms like J.P. Morgan, Raymond James, and PeakEquity Partners, where I honed my skills in technology and services M&A and software private equity. Whether you need guidance on resume building, interview preparation, or networking strategies, I'm here to support your career goals. Let's connect and create a tailored plan for your success.