During investment banking recruiting, I received multiple interview invites and offers. I also negotiated a scholarship to pay for my tuition. After my internship and returning full-time, I joined the group recruiting team as well as the Yale recruiting team, so have experience interviewing and prepping candidates for coffee chats, interviews and IB networking. I will share with you tips and tricks that I have used and taught to others that has allowed them to pass IB recruiting and get the offers they wanted. I will also coach you on behaviorals that will move you to the top of the pack.

Welcome to my profile! I'm a former Investment Banker (BofA, TMT) who is now working in Private Equity. Coming from a non-target university (University of Utah) without connections in high-finance, I know what it takes to get the coveted investment banking internship. Schedule an intro-call with me if you're interested in investment banking as a career, and we can create a plan to help you achieve your career goals.

I have coached tons of people and have interviewed lots of people. I am school captain for Harvard and MIT recruiting at Morgan Stanley’s Technology IBD group. I am an excellent story teller and can help you prep your pitch and for behavioral questions. I also came into banking with no finance background so can help you really break down the technicals. After working at Bridgewater Associates, I managed to secure offers from Morgan Stanley’s Tech Investment Banking group and Goldman Sach’s TMT group in SF. I am kind and understanding but also honest with my feedback. I can help you put your best foot forward with banking recruiting.

As someone who has successfully navigated the highly competitive investment banking recruitment process and secured multiple internship and full-time offers, I have developed a deep understanding of what it takes to succeed in this field. Through my experience, I have gained a comprehensive understanding of the key components of the recruitment process, including crafting a standout resume and cover letter, networking effectively, and acing interviews. In addition to my personal experience, I have also helped numerous undergraduates secure investment banking internships and full-time offers through coaching and mentorship. I have a strong track record of guiding students through the recruitment process, providing tailored feedback on their resumes and cover letters, conducting mock interviews, and sharing insights on how to stand out in a competitive field. With my combination of personal experience and success, along with my ability to help others achieve their goals, I am confident in my ability to provide valuable coaching and support to those looking to pursue a career in investment banking.

There is a formula for recruiting into banking and my goal is to prepare you with all the tools necessary to approach every interview with confidence. Preparation is key! If you prepare properly, you will find the right program. I broke into banking from a non-traditional background (biology degree, non-core ungrad) and worked extensively with our talent team to recruit, interview and train new hires for our analyst program so I have seen ALL ends of the spectrum when it comes to analyst recruiting. I am eager to work with highly engaged clients and feel personally invested in your successes. If you are still deciding between middle market vs. bulge bracket banking or coming from a non-traditional background, I have plenty of experience to draw on to help you in your process. Let's get to work!

Over the past few years, I developed in-depth financial modelling and data analysis skills, including through the creation of tailored analyses and financial models. I have also developed strong presentation skills, having had to synthesize complex matters on a daily basis, for Investment Committees. I had the opportunity to work on a wide range of multi-billion and 500m+ dollar transactions, including LBOs (for funds such as KKR, Apollo, Apax, etc.), growth investments (for funds such as Hg Capital), IPOs and refinancing for Telecom and Technology companies. Working on more than 10 transactions across the entire process, I have had important exposure to creating marketing materials such as Roadshow Presentations for IPOs as well as creating in-depth financial models, and preparing and reviewing Investment Memoranda and other documents. I performed scenario analyses in the context of financial modelling, as well as strategy due diligence with the view of investing in companies. I participated in the investment in 7 companies and have been since actively helping their founders and management teams improve the business's performances through strategic reflections and bespoke analyses. If you need advice with anything related to financial analysis, financial modelling, business model definition or fundraising, I am more than happy to help out!

Based on my experience in private equity and investment banking at top-tier firms such as Warburg Pincus and J.P. Morgan, I'm highly qualified to coach individuals on investment banking recruiting. In addition to technical expertise, my experience in mentoring and coaching others has also equipped me with the skills to guide aspiring investment banking professionals through the recruiting process. My ability to communicate complex financial concepts in a clear and concise manner, as well as my strong network within the industry, can be invaluable in helping individuals navigate the often-challenging landscape of investment banking recruiting. With my guidance and support, aspiring investment banking professionals can develop the skills and knowledge they need to succeed in this highly competitive industry.

Over the past five years I've mentored ~250 aspiring finance professionals in landing their dream job in banking and private equity. Working at an elite banking boutique and in tech private equity, I've helped lead student recruiting and learned what banks and PE firms are looking for. I can help you with every step in landing your dream IB / PE job. Behavioral: 1. Detailed "banking" resume review to help you stand out 2. LinkedIn auditing to make sure your first point of contact is glowing 3. Crafting a strategy for your banking story 4. Nailing "Why banking?" and other key behavioral questions 5. Guidance on selecting and negotiating offers Technical: 1. Reviewing technical key concepts bankers love to ask about 2. Technical mock interviews harder than anything you'll face in an interview 3. Paper LBO and 3-statement modeling Networking: 1. Establishing a personalized networking strategy 2. Holding accountability for outreach 3. World-class email templates and trackers to keep you organized

interviewed with and secured investment banking offers from six different banks, including both bulge bracket and prominent boutique firms, before starting my role as an analyst at Deutsche Bank. Following a year at Deutsche Bank, I transitioned to J.P. Morgan, where I dedicated four years to the M&A team, where I assessed numerous internship and full-time analyst and associate applications.

I have significant experience recruiting for jobs in finance, including both summer analyst and analyst roles in IB and private equity/hedge fund associate roles. I also served as an interviewer and mentor for junior employees during my time in banking, so I am well-positioned to help current students or people in other roles make the transition. I am excited to help and can assist with anything throughout the process, from resume review and networking to case studies, final round interviews, and deciding between offers. Feel free to reach out and looking forward to getting in touch!