Welcome to my profile! With a BS in Finance from SUNY Binghamton and an MBA from Harvard Business School (Class of 2026), I bring a strong academic foundation to my coaching. My professional journey includes significant roles at American Securities as an Associate/Senior Associate and at Moelis & Company as an Investment Banking Analyst specializing in M&A and Restructuring. I have a deep understanding of the equity research landscape and have successfully guided numerous clients through the complexities of breaking into top firms. Whether you need help with interview prep, resume building, or mastering financial models, I'm here to help you achieve your career goals. Reach out to start your journey in equity research today!

Welcome to my profile! With over 15 years of experience in the finance industry, including roles at Goldman Sachs, Merrill Lynch and Morgan Stanley, I have a deep understanding of equity research, asset management and investment strategies. As a former Vice President at Goldman Sachs Asset Management, I was responsible for generating investment recommendations across various sectors and consistently ranked #1 in performance attribution. I also have experience as an Assistant Vice President at Merrill Lynch, where I covered industries such as restaurants, leisure, and airlines. I also currently teach women how to invest in the stock market. With my expertise, I can help you navigate the complexities of getting a job on Wall Street in these areas and/or provide education for you to start to invest your own money. Reach out to me today to start achieving your financial goals!

I have been investing for 15 years. I sat on both sides of the table – as an equity research analyst at Morgan Stanley and as a portfolio manager at Lazard Asset Management. I invested in public equities and private companies. I allocated capital on behalf of multi-billion dollar pension funds and endowments, as well as deployed my own capital in early-stage startups. Looking to add value and keep learning, I took on new challenges every 2-3 years. When I became the #1 rated analyst at Morgan Stanley, I brought on junior analysts and repeated my success as a team. When I delivered a 3X return on my investments at Lazard, I raised capital for a brand new fund. When I helped the team at Kabbage sell the business for $850 million to American Express, I joined a fresh new startup and raised capital from a16z. Capitalizing on my experience working with numerous asset classes, I’m now building a financial advisory firm. My journey is unfolding every day. It’s too early to write a book about it, but if I were to do it, I’d focus on the people I helped along the way. I’d love for you to be in this book. I’d love to share with you what I learned over the last 15 years to accelerate your learning and be successful.