Capital Markets & Trading Coaching, Events, and Resources

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.

Welcome to my profile! With a robust background in finance, I am currently a Hedge Fund Analyst at J.P. Morgan, where I apply my expertise in capital markets and trading to manage credit risk for investment banks. My journey includes valuable experiences as a Capital Markets Summer Analyst at Scotiabank and a Sales and Trading Summer Analyst at Piper Sandler, equipping me with a comprehensive understanding of the industry. I am passionate about helping aspiring professionals break into the competitive world of capital markets and trading. Whether you need guidance on interview preparation, resume building, or networking, I'm here to help you succeed. Let's connect and chart your path to success in the finance industry!

Welcome to my profile! With over two decades of experience as a Managing Director in Investment Banking at top firms like Morgan Stanley and Bank of America Merrill Lynch, I bring a wealth of knowledge in capital markets and sales and trading. I have deep experience coaching candidates into Equity Capital Markets (ECM), Debt Capital Markets (DCM), Leveraged Finance ("Lev Fin"), and Sales and Trading ("S&T)" including both equity and fixed income desks.

Welcome to my profile! With over five years of experience at J.P. Morgan, including roles as an Investment Banking Analyst and Sales and Trading Analyst, I bring a wealth of knowledge to help you break into the competitive world of sales and trading. My journey began with internships at UBS and Bank of America, where I gained valuable insights into private wealth and entertainment banking. As an MBA candidate at MIT Sloan, I continue to refine my expertise in finance and strategy. I am passionate about mentoring aspiring professionals and have successfully guided numerous clients through the intricacies of the recruitment process. Let's work together to craft your path to success in sales and trading!