Investment Banking Coaches, Events, and Resources

I’m a non-target success story who beat the odds and secured investment banking offers at Goldman Sachs, JP Morgan, and Bank of America. I now help other students from non-traditional backgrounds break into top-tier IB roles through sharp resume edits, story crafting, technical prep, and networking strategies that actually convert into interviews. If you're grinding from a non-target school, I’ve walked that path — and I’ll help you crack the code. All coaching with me comes with complimentary technical documents and models.

I started out as a history major with no formal finance training—and I know exactly how daunting investment banking recruiting can feel when you’re not the “typical” candidate. But with the right preparation, I built the skills, learned how to tell my story, and went into recruiting with confidence. The result: I landed offers from every bank I interviewed with, including Goldman Sachs, Morgan Stanley, J.P. Morgan, and PJT Partners. Now, as a coach, I help others do the same. I work with candidates from all backgrounds to sharpen their resumes, master technicals step by step, and practice interviews until they feel ready for anything. Having also interviewed candidates for superdays, I know exactly what firms are looking for—and how you can stand out. My goal is to help you approach recruiting with the structure, preparation, and confidence you need to succeed.

As an Investment Banking Analyst at J.P. Morgan in the Mergers & Acquisitions group, I bring firsthand experience from one of the most competitive fields in finance. I graduated summa cum laude from USC Marshall School of Business, where I also served as a Peer Career Advisor, guiding over 250 students in securing top internships and full-time offers. With offers from multiple top-tier bulge bracket and elite boutique banks, I have a comprehensive understanding of what it takes to break into investment banking. Whether you're preparing for technical interviews or honing your networking strategy, I'm here to help you stand out with confidence and clarity. Let's work together to achieve your career goals in investment banking!

With two years as an Analyst at Moelis & Company, I bring a deep understanding of the demands and nuances of investment banking. As one of the first University of Georgia students to work at Moelis, I gained unique insights into breaking into competitive roles from non-traditional starting points. At Moelis, I led a financial literacy program educating NY area universities on accounting and valuation fundamentals. I also closely supported recruiting, leading the screening process for non-core candidates. My passion for mentorship stems from my own journey, including serving as the Head of the Investment Banking Training Program at UGA (the Corsair Society). In this role, I trained and mentored 32 candidates who secured IB roles in major financial hubs such as NYC, Boston, Atlanta, SF, and Charlotte.

I have navigated the investment banking recruitment process successfully from multiple vantage points — as a candidate, an insider, and a coach. I previously worked as an Associate at Morgan Stanley and was the first-ever Graduate Analyst in Asia Pacific selected for the firm’s prestigious three-year rotational program, which had an offer rate of less than 0.1%. During this time, I gained hands-on experience across Investment Banking Advisory, Equities Sales & Trading, Global Financial Crimes Prevention, Operational Risk, and Compliance, giving me a holistic understanding of how top banks evaluate talent. In parallel, I was admitted to multiple M7 and T15 MBA programs — including Stanford GSB, Chicago Booth, Columbia Business School, and Cornell Johnson — with over USD 200K in merit-based scholarships, and was selected as a Schwarzman Scholar from a global applicant pool of 5,000+ (~3% acceptance rate). This allows me to advise candidates who are pursuing both direct analyst/associate recruiting and MBA-to-banking pathways. I have since reviewed hundreds of investment banking resumes and coached dozens of traditional and non-traditional candidates to secure roles at top global banks. My coaching is grounded in first-hand industry experience, a clear understanding of hiring signals, and a structured framework that helps candidates position themselves competitively. I work with clients to develop a targeted recruitment strategy — from resume and technical preparation to networking and interview execution — to maximize their chances of breaking into top investment banking roles.

Welcome to my profile! With a robust background in growth equity and investment banking. My previous experience includes three years as an analyst and associate in RBC's Technology Group, where I honed my skills in tech investment banking. Additionally, I bring entrepreneurial insights as a multi-unit franchise owner of Crumbl Cookies in New York. I hold a Bachelor of Science in Finance from the BYU Marriott School of Business, where I was actively involved in the Finance Society and Investment Banking Club. Over the years, I've successfully coached 20+ individuals, guiding them through the competitive landscape of investment banking and growth equity. If you're looking to break into these fields, let's connect and strategize your path to success!

I graduated with a non-traditional finance degree (hotel administration) but successfully transitioned to investment banking, ultimately ranking top and heavily involved in recruiting for summer interns at Moelis. I have experience of working with 60+ clients and mentees; I'm confident that I can help you land an offer through customized interview prep. Coaching sessions with me will come with complementary documents and guides that will help you with both qualitative and quantitative questions that will be asked during your investment banking interviews. So far, I have 100% internship placement rate with clients who had at least 3 sessions with me.

I'm an investor with 10 years of experience across hedge funds, growth equity and investment banking. I started my career at Goldman Sachs in the Investment Banking division for 2 years in the Financial Institutions Group (FIG). I interned at GS in my junior year summer and received a full time offer. I then went on to spend the next year years in the hedge fund world with roles at Citadel and Echo Street (~$15bn long short and long only manager) focusing on both public equities and private growth equity investments. I graduated first class honors from Queen's University and held internships every year of college. My approach is personal. I can help candidates break into hedge funds, growth equity and investment banking roles including deep dives into industry trends, stock ideas, thesis crafting and conviction, valuation and risk analysis and mock interviews. I can also help with crafting resumes, behavioral and technical preparation. I can also help with deep dives also can help candidates prepare for the day to day rigor of working in the hedge fund and investment banking industry. If you are looking for honest and candid feedback from someone with significant industry experience I'm happy to help.

Welcome to my profile! With nearly two decades of experience in investment banking, including leadership roles at Wells Fargo and UBS, I bring a wealth of knowledge to my coaching practice. As a Managing Director and Development Officer, I led a team of over 80 Analysts and Associates and designed a successful summer internship program, giving me firsthand insight into what top firms seek in candidates. My coaching is informed by my experience in recruiting and professional development, ensuring you receive tailored guidance to excel in your career. Having coached over 100 individuals, I am passionate about helping you navigate the competitive landscape of investment banking. Let's connect and strategize your path to success!

I have a proven track record of helping 60+ clients and mentees achieve their career goals. I bring a wealth of experience and a deep understanding of what it takes for you to succeed. My journey from a non-core school to a top-tier investment bank helps me understand exactly the stresses you are facing, and what steps are needed for you to get the offers you're aiming for. Graduating from SUNY Binghamton, I navigated the uphill battle to secure my spot at Moelis & Company. After securing my Moelis offer, I led our school's Finance Society and ran the "Investment Banking Bootcamp." Working with students just like you, this initiative has successfully established Binghamton to Wall Street pipeline, with over two dozen students annually landing front office finance roles. My experience in building and leading this program means I can design effective training and networking strategies specifically for you. At Moelis, I led the New York office's recruiting efforts, gaining firsthand knowledge of what top firms look for in candidates. By working with me, you will benefit from my expertise in identifying, screening and interviewing hundreds of candidates, ensuring you are well-prepared for the most rigorous of investment banking interviews. With my guidance, you will gain a competitive edge through tailored interview prep, strategic networking advice, and insider knowledge of the investment banking recruitment process. I am committed to helping you achieve your career goals and navigate an incredibly stressful time for you with confidence.