Investment Banking Coaches

I have recruited for both investment banking and undergraduate private equity summer roles, starting my recruiting journey at community college while transferring and navigating the challenges of being an asylee without permanent status. I understand the difficulties of recruiting with a GPA of 3.33, limited industry knowledge, being a diversity candidate, feeling uncertain about how to stand out, and dealing with others' uncertainty about you. I am pleased with being able to land a 2025 Summer Analyst role at Barclays NY. Currently, I am a current student at BYU, majoring in Finance with a minor in Computer Science. My focus is not solely on helping you find your ideal career path, but on identifying the firm that aligns with your values, aptitude, and skills, where you will thrive and shine. I encourage you to think long-term about your goals and guide you in recognizing how to achieve them by understanding the different options and their associated risks and rewards. If you're unsure whether I'm the right fit for you, schedule a free introductory call, and let's chat about figuring this out.

Are you striving to break into investment banking from a non-target or semi-target school? I’ve been in your shoes and successfully navigated the path to securing two IB internships and a full-time role at a private equity megafund. During my internships at Bank of America’s REGL Group, I gained hands-on experience with equity and debt capital raises, M&A, and IPOs, while developing deep insights into REITs and the cruise industry. Completing two capstone projects during my sophomore and junior summers enabled me to master execution at the desk and understand what it takes to deliver high-quality work from start to finish. Alongside advancing my own career, I’ve committed to mentoring students, helping them overcome barriers to breaking into Wall Street. Let me help you stand out and achieve your career goals with personalized guidance and actionable strategies.

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 a former tech investment banking analyst at Credit Suisse/UBS in San Francisco, I successfully navigated one of the most competitive recruiting processes and worked on high-impact M&A and capital markets transactions in the heart of Silicon Valley. I graduated from USC, where I studied Business Administration with a concentration in Finance and minored in Computer Programming and Data Analytics—giving me a strong foundation in both business strategy and technical problem-solving. I know exactly what top firms look for—having not only gone through the rigorous process myself, but also served on the internal recruitment team, where I reviewed resumes, led interviews, and helped shape incoming analyst classes. Whether you're refining your story, mastering technicals, or trying to stand out from a non-target background, I’ve been on both sides of the table and know how to guide you through each step with clarity and confidence.

Welcome to my profile! With 5 years of experience in M&A and debt capital markets at top firms like Goldman Sachs, J.P. Morgan, and BBVA, I bring a wealth of knowledge to aspiring investment bankers. At Goldman Sachs, I not only excelled as an Associate but also played a key role in recruiting and mentoring summer analysts for the Latin America team. Currently, I'm pursuing a JD-MBA at Northwestern University, further enhancing my expertise in finance and law. I'm passionate about guiding prospective students and professionals in their journey to break into investment banking. Let's connect and strategize your path to success!

I was an Investment Banking Associate at Goldman Sachs for four years (2018-2022), where I worked in both capital markets and the Consumer & Retail group. I am happy to help with resume reviews, technical skills and interview prep, as well as providing general advice on careers in the industry and how best to strategize the recruiting process. Whether you’re just starting out or preparing for specific roles, I’m here to offer personalized insights and strategies to support your career journey. Feel free to reach out to discuss how I can support you!

I was a senior associate in Investment Banking (FIG) at Goldman Sachs in London, where I worked on strategic and advisory projects for financial institutions across EMEA, building my skills in financial modelling and valuation analysis. I've also co-founded initiatives and advised entrepreneurs through Antler, a global VC firm. I hold an MBA from Harvard Business School, where I was nominated to tutor in business and international economy courses. I'm passionate about helping people from underprivileged or non-traditional backgrounds break into this often opaque industry and figure out if it's the right fit for them. Let’s chat!

Hello and welcome to my profile! With a robust background in investment banking and private equity from top firms like Jefferies and Palladium, I bring firsthand expertise in M&A execution and strategic investments. As Founder of Project Wall Street, I've successfully guided over 100 individuals from underserved backgrounds to secure positions at elite firms such as Goldman Sachs, Morgan Stanley, Blackstone, Evercore, Lazard, KKR, PJT, etc. My role as CFO of Impact AI and recognition as a finalist for NFEC's National Financial Educator of the Year further underscore my commitment to financial education & empowerment. Whether you're looking to ace your technical interviews, polish your resume, or navigate the complexities of the industry, I'm here to help you achieve your true Wall Street ambitions. Let's connect and start your journey to success!

Computer science and math major at the University of Washington. Interned at JPM M&A for summer 2025 and incoming FT Analyst at Goldman Sachs TMT starting in summer 2026.

After graduating from Hamilton College, I worked in investment banking for 6 years, with experience across Goldman Sachs' TMT group in San Francisco and Bank of America's Healthcare group in New York. Today, I am a Private Equity Associate at ZMC, a middle-market private equity firm focused on technology, media, and entertainment. I have firsthand experience recruiting for investment banking internships, lateral positions, and private equity. At each firm that I've worked at throughout my career, I have made it a point to be heavily involved in the recruiting process and have conducted numerous interviews for a variety of roles. I have navigated the competitive landscape of investment banking & private equity and have successfully mentored numerous clients to secure positions at top firms. Whether you need help with resume building, interview preparation, or career strategy, I'm here to guide you every step of the way!