Investment Banking Coaches, Events, and Resources

I successfully broke into investment banking from a non-finance background while at Wharton, landing first-round interviews across top bulge bracket and elite boutique firms—both in coverage and product groups. I ultimately accepted an offer from J.P. Morgan’s M&A team, my top choice, and received a return offer after a strong summer internship. Having gone through the process myself, I understand how overwhelming MBA recruiting can be—especially for career switchers. I can help you clarify your story, prepare for behavioral and technical interviews, and navigate firm preferences and group selection. Beyond the recruiting process, I also coach on how to succeed during the internship itself and evaluate whether banking is the right path based on your long-term goals. Whether you’re just exploring the idea or are deep in prep, I’m here to help you make confident, well-informed decisions.

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.

Welcome to my profile! I’m currently a Private Equity Associate at Abry Partners, a Boston-based firm managing over $18B in assets. I began my career in Investment Banking at Solomon Partners and graduated from the University of Michigan’s Ross School of Business. At Solomon, I was actively involved in recruiting — interviewing and screening 50+ candidates — and developed a strong sense of what top firms are really looking for. I’ve since gone through the on-cycle private equity process myself and know how tough and opaque it can feel, especially without the right guidance. I’m here to help demystify the process — whether you’re prepping for IB/PE interviews, refining your story, or just trying to break in. Let’s connect.

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 have more than 10 years of experience across corporate and investment banking, structured finance and private credit, including several years at Société Générale CIB in Paris and Milan and my current role as an Executive Director in Private Credit at Goldman Sachs Asset Management. At SGCIB, I worked on complex financing and advisory transactions for banks, institutional investors, private equity funds and financial sponsors, gaining hands-on experience in credit analysis, structuring, due diligence, transaction execution, documentation and client advisory. Today, on the buy side, I invest in private credit and asset finance transactions globally, which gives me a strong perspective on how banks, funds and institutional investors actually analyse deals, assess risk and make investment decisions. I can help candidates prepare for investment banking roles by strengthening their CV, technical foundations, deal understanding, interview storytelling and overall positioning. My coaching is practical and honest: I focus on helping clients understand what finance really looks like from the inside and how to present themselves with confidence in a highly competitive process.

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!

I bring a rare combination of real Wall Street experience, elite academic training, and practical coaching ability to investment banking prep. I am a CFA charterholder, Columbia Business School MBA, West Point graduate, former private equity and hedge fund investor, and current public-company board director. I have worked across capital markets, M&A, private equity, distressed/special situations, and corporate advisory, so I help students understand not just the technical answers, but how bankers, investors, and deal teams actually think. I previously tutored with Kaplan and The Princeton Review, and my coaching style is structured, direct, and practical: we diagnose gaps, build technical fluency, sharpen behavioral answers, and practice until you can communicate clearly under pressure. Whether you are preparing for investment banking interviews, private equity recruiting, stock pitches, technical finance questions, or career transitions into finance, I can help you sound more polished, more confident, and more commercially credible.

I have significant experience recruiting for jobs in finance, including both summer analyst and analyst roles in IB and private equity/hedge fund associate roles. I also served as an interviewer and mentor for junior employees during my time in banking, so I am well-positioned to help current students or people in other roles make the transition. I am excited to help and can assist with anything throughout the process, from resume review and networking to case studies, final round interviews, and deciding between offers. Feel free to reach out and looking forward to getting in touch!

Entering the competitive world of investment banking requires more than just academic achievements—it requires strategic planning, adept networking, and targeted action. As someone who navigated switching careers, switched banking industry sectors and types of banks, I understand the ins and outs of this intensive process across a wide variety of banks. Beyond my personal achievements, I have mentored and guided students by reviewing their resumes and coached them to land investment banking internships. Whether it's crafting an impressive resume, acing behavioral interviews, or mastering the art of networking, I will provide you with the tailored strategies that helped me and countless others succeed. Let's together navigate the demanding path toward a successful career in investment banking. I'm here to equip you with the tools, strategies, and confidence you need to stand out in this dynamic field.

Welcome to my profile! With a background in IB, I bring an extensive experience to help you break into IB. I was an Investment Banking Analyst at UBS, advising on transactions across TMT, Infrastructure and Real Estate industries. Whether you're looking to refine your resume, master technical interviews, or navigate the recruitment process, I'm here to guide you every step of the way. Let's connect and strategize your path to IB!