Investment Banking Coaches, Events, and Resources

Worked in J.P. Morgan's Healthcare Investment Banking Group from 2020-2022.

Welcome to my profile! With a strong foundation in Accounting and Finance from NYU Stern, where I graduated summa cum laude, I have honed my expertise in the investment banking sector through roles at Evercore and Credit Suisse. As a former Investment Banking Analyst at Evercore, I bring firsthand experience from one of the top firms in the industry. Today, I am a senior analyst at a credit fund. Over the years, I've successfully coached many students and can provide references upon request, helping them navigate the competitive landscape of investment banking recruitment. A few recent hires include Evercore RX, Greenhill, and Centerview (can provide references). Whether you're looking to perfect your resume, ace your interviews, or strategize your career path, I'm here to guide you every step of the way. Let's connect and chart your course to success in investment banking, hedge funds or private equity.

Welcome to my profile! With extensive experience in investment banking, currently serving as an Associate Director at UBS, I bring a wealth of knowledge to my coaching practice. My journey includes roles at top firms like Piper Sandler and Grant Thornton, where I honed my skills in financial modeling, valuations, and strategic consulting. I have successfully coached 18 individuals, helping them navigate the competitive landscape of investment banking and secure positions at leading firms. Whether you're preparing for interviews or seeking guidance on career strategy, I'm here to help you achieve your goals. Let's connect and chart your path to success in investment banking!

Given how expedited the recruiting process has become for college sophomores, a coach who recruited recently and understands the rapidly evolving process is a necessity. My preparation to land an investment banking seat started in high school, and I didn’t lose steam until I signed my offer in February, 2025. In addition to signing for Houlihan Lokey’s Restructuring Group, I received multiple offers from elite boutique, bulge bracket, and middle market firms.

Having successfully recruited for numerous banks, I worked at Goldman Sachs for 5 years most recently in the TMT team in Investment Banking. During my time at Goldman Sachs, I was a part of the recruiting team for 4 years, assessing candidates for internship and full-time roles across various teams. Throughout my professional career, I have mentored numerous people who are looking to break into investment banking at various levels and have been able to develop a deep set of skills that can help you in your recruiting journey. I’ve distilled my experience and insights into a clear, effective program designed to make sure you feel confident and prepared for each and every part of the recruitment process.

Welcome to my profile! As an Incoming Investment Banking Summer Analyst at William Blair, I bring firsthand industry insights and practical knowledge of what it takes to break into investment banking. I’ve secured competitive roles at top firms like J.P. Morgan, Resurgens Tech Partners, and more, and have interviewed with numerous leading investment banks—giving me a comprehensive understanding of the recruiting process. With a strong academic foundation in Finance and Management Information Systems from the Terry College of Business, I have successfully guided 62 individuals in landing investment banking opportunities. My leadership roles, including President of the Black Business Student Association and Head of Recruitment for the Corsair Society, have further sharpened my ability to mentor and support aspiring professionals. Whether you need help with resume building, interview preparation, technical concepts, or networking strategies, I’m here to provide personalized guidance and proven strategies to help you stand out. Let’s connect and craft a plan to achieve your career goals in investment banking!

After completing a summer internship and one year as an investment banking analyst in the Financial Institutions Group at J.P. Morgan in New York City, I spent a summer working as a teaching assistant with Training The Street, where I helped hundreds of summer analysts and full-time analysts prepare for their roles. I can help with interview prep (both technical and behavioral) as well as with networking and application strategy for those interested in summer and full-time analyst positions at bulge bracket banks, especially applicants from non-target and underrepresented backgrounds.

I'm excited to share that I'll be joining Goldman Sachs' TMT division as a summer associate! Coming from a non-finance background, I successfully broke into investment banking. Through helping my fellow Wharton students secure IB internships, I discovered my passion for coaching. I'd love to mentor others from non-traditional backgrounds looking to make this transition! Currently, I'm also working as an associate at Bling Capital and can guide you through landing your dream role in IB or VC.

I landed an offer at a Tier I bulge bracket investment bank without an ivy league education, a family connection, or a cookie-cutter resume. I know what it takes to stand out—and I’ve helped others do the same. With firsthand experience going through the hyper-competitive recruiting process, I understand the real reasons candidates get offers: it's not just technical mastery, but how you tell your story, build relationships, and navigate each stage strategically. I’ve coached candidates from target and non-target schools to land offers at top firms like Goldman Sachs, J.P. Morgan, and Morgan Stanley. Whether you're preparing for HireVues, coffee chats, technicals, or Superdays, I’ll help you walk in with confidence, clarity, and a clear edge. This isn’t just about practice—it’s about precision. Let’s get you the offer!

What sets me apart from other stellar coaches on this platform is that I didn't get into IB via a traditional route. I started my career in accounting and through a combination of networking, story crafting, technical prep, and grit found my way into a middle market investment bank. If you want to lateral to IB (or get in generally) I can help you. I had a number of significant roadblocks including poor health in my undergrad, a mediocre GPA and limited connections in IB. After figuring out which levers I needed to pull and which doors I needed to bang on, I now am almost a year into my job at Piper Sandler with a mega fund PE offer as well. Making this jump has unlocked an entire new level to my career and I am passionate about helping others in similar situations. If you can get the story right, it can take you anywhere.