Capital Markets & Trading Coaches

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!

Theo is a Senior at Virginia Tech pursuing a B.S. in Industrial and Systems Engineering with a minor in Mathematics. He has received full-time Sales & Trading offers from JPMorgan Chase and Goldman Sachs and will be returning to Goldman as a full-time Rates Trader.

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.