Capital Markets & Trading Coaching, Events, and Resources

I spent roughly five years trading on Wall Street, first at Citi and then at Apollo, where I managed and executed across billions in corporate credit and at one point ran the loan trading book directly. I recruited into a top trading seat straight out of undergrad and hold my Series 7, 57, and 63. I coach people who want to break into sales and trading, markets, and finance more broadly: how to network into the desk, how to talk markets in an interview, how to handle technical and brainteaser questions, and how to show you can think under pressure. I am direct, I know what the desk is actually screening for, and I will tell you what will and will not land.

Welcome to my profile! With a robust background in finance and investment banking, I bring a wealth of experience to help you break into capital markets and trading. As a former Healthcare Investment Banker at Wells Fargo Securities, I managed a team and executed over $10 billion in deals, giving me firsthand insight into what it takes to succeed in this competitive field. I also served as a Finance Instructor at UC Berkeley, teaching over 300 undergraduates about equities, fixed income, and capital markets. Currently, I train new hires in investment banking and financial modeling at Training The Street. Whether you're looking to refine your skills or navigate the recruitment process, I'm here to guide you every step of the way. Let's connect and chart your path to success!

Ex-JP-Morgan Head of Trading with 15 years of experience in Capital Markets. I currently train new and recent hires at top Wall Street Firms. I work with professionals looking to pivot or advance their careers and achieve peak performance by developing technical skills, refining soft skills, maintaining mental focus and staying energized.

Sales & Trading professional at Morgan Stanley with expertise on both the long and short sides of the market. Over three years, I managed relationships with 60+ global hedge funds, developed innovative cross-selling strategies, and wrote research that earned top rankings in hedge fund broker votes. Beyond my professional achievements, I'm passionate about mentorship—I served as a mentor for the summer internship program and have successfully coached two Brown University alumni into roles at Morgan Stanley. I offer comprehensive career coaching services including resume optimization, interview preparation, and career transition guidance, with the ability to provide support in English, Spanish, and Portuguese.

My two decades of trading taught me that most traders lose to themselves, not the market.. I spent 20 years trading fixed income and equity futures. The edge that kept me in the game wasn't a setup, it was how I managed myself. I coach traders who already know how to trade but keep getting in their own way. The ones who size up after a win, cut winners short, revenge trade after a loss, or abandon their process when it matters most. If that sounds familiar, I can help. Not with strategy, with the mental side that nobody teaches you.

Welcome to my profile! With a Master of Finance in Financial Engineering from MIT and a B.Tech from IIT Roorkee, I bring a strong academic foundation to my coaching in capital markets and trading. My professional journey includes roles as a Quantitative Analyst at Goldman Sachs and a Quantitative Researcher at a High Frequency Trading Firm, where I honed my skills in financial data science and quantitative analysis. I have also served as a Graduate Teaching Assistant at MIT, further solidifying my expertise in financial data science. Whether you're looking to break into the world of trading or advance your career, I am here to guide you through the complexities of the industry. Let's connect and chart a path to your success in capital markets!

I’m qualified to coach in Investor Relations because I bring 4+ years of hands-on experience working at the core of capital markets communication and senior leadership decision-making. I’ve worked in Investor Relations roles at listed and capital-markets-active companies such as Adler Group and HomeToGo, where I partnered directly with CFOs, CEOs, and senior management on quarterly and annual reporting, earnings preparation, investor presentations, refinancing communication, and strategic capital-markets messaging. My work involved using professional IR tools and data platforms, coordinating with advisors, and engaging with equity and debt investors, sell-side analysts, and rating agencies on a regular (often weekly) basis. This day-to-day exposure gives me a deep understanding of what strong IR teams actually do, from owning the numbers and narrative to handling difficult investor questions and market volatility. I now coach candidates targeting Investor Relations, Capital Markets, Treasury-adjacent, and Corporate Finance roles, including professionals transitioning from investment banking, consulting, FP&A, and strategy. My coaching style is direct, honest, and high-standards. I focus on financial storytelling, capital structure clarity, earnings logic, and executive-level communication, not surface-level interview prep. If you want real IR guidance grounded in real IR work, I’d be happy to help.

Welcome to my profile! With a robust background in capital markets and trading, I bring a wealth of experience from top-tier financial institutions like J.P. Morgan and Jefferies. As a former Portfolio Manager Senior Associate at J.P. Morgan, I specialized in late-stage growth equity and buyout investments, while also managing significant client outreach and fundraising efforts. At Jefferies, I supported sales, trading, and research functions, managing client accounts and generating substantial trades daily. My experience extends to ESG strategies and sustainable investing, having led initiatives and presented to numerous clients. Whether you're looking to break into the industry or advance your career, I'm here to guide you through the complexities of capital markets. Let's connect and chart your path to success!

I worked at JP Morgan sales & trading for four years across rates sales and futres & options electronic sales. I have experience on both sides of sale & trading and across both fixed income and equities. As a junior I interviewed with all the bulge brackets and received an offer at almost all the banks so I have extensive interviewing experience

I help STEM and finance professionals break into trading, structuring, and systematic markets roles across banks, hedge funds, and prop shops. Before coaching independently, I served as Assoc. Director for Career Services for Carnegie Mellon’s MSCF program, where I worked closely with managing directors and recruiting teams responsible for front- and mid-office markets hiring across trading, desk quant, structuring, and risk My approach is practical and role-specific: profile positioning, recruiting strategy, interview prep, and skill-gap targeting for trading, strats, risk, and quant markets roles.