Investment Banking Coaches, Events, and Resources

I have 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've covered: tech, industrials, consumer.

I started my career at Moelis & Company in Los Angeles as an investment banking analyst in 2020 during which time I closed 4 transactions across buy and sell-sides and helped support the recruiting process for new analysts in the office. During my time at Moelis & Company, I was selected for an early and accelerated promotion to associate (offered to less than 5% of analysts) and was a top analyst at the firm. I have extensive experience navigating the investment banking recruiting process across both bulge brackets and elite boutique firms, and personally interviewed both for traditional M&A and restructuring roles. I am happy to help folks think through prep, networking strategy, and how to leverage offers across firms to maximize your recruiting outcomes.

The candidates who don't get offers typically aren't underprepared — they're overprepared on the wrong things. The pattern I see over and over: candidates who memorized 500 technicals but have a generic "Why Banking." Who can nail the DCF walkthrough but can't actually talk about a deal or a trend with any conviction. Technical accuracy doesn't create separation. Delivery does. I've guided hundreds of candidates to offers at Centerview, Goldman, Qatalyst, and more — through one-on-one coaching and the prep platform I built from scratch. What separated them was understanding that getting the answer right is only 10% of the interview. ——— BEHAVIORALS The hardest part is knowing when your story isn't working. Every candidate has a "Why IB" answer. Very few are memorable. We rebuild your TMAY, your "Why's," and your scenarios from the ground up. I'll interview you, figure out what actually makes you different, and build a narrative around it. The goal: a story that is genuinely yours and impossible to mistake for anyone else's. ——— TECHNICALS Most candidates who fail actually knew the material. They just couldn't deliver it under pressure. I wrote the open-access textbook on IB technicals. I'll identify your blind spots, teach you to structure answers like a senior banker, and show you how to play defense when you're unsure. We turn a "pass" into a "top bucket." ——— MARKET This is where preparation becomes differentiation. Bankers are looking for colleagues, not students — and they can tell the difference between someone who follows markets and someone who's cramming for an interview. Most candidates treat market knowledge like a homework assignment. Bankers can tell. They're looking for the start of a real point of view. We'll carve out your sector niche so you speak with the conviction of someone who's been covering the space for years. This is the section that gets you the callback.

With direct investment banking and investing experience across multiple sectors, I bring a well-rounded perspective to help you target and excel in specialized groups. At Lazard, I worked directly on Media & Telecommunications mandates, gaining firsthand exposure to the strategic and financial nuances of the industry. I also supported several Restructuring (RX) engagements during my internship, giving me practical experience with distressed situations and debt advisory, and I’ve since helped clients successfully place into top restructuring groups at elite boutiques. In addition, I gained Financial Institutions Group (FIG) experience through my work on an insurance-focused private equity investment, developing a strong understanding of how investors and banks evaluate capital-intensive, regulated businesses. Beyond traditional coverage groups, I’ve recruited for and coached candidates into Energy investment banking, having gone through the Houston recruiting process myself and understanding both the technical depth and industry-specific expectations of those roles. I also bring experience in Software, having worked on a growth-stage software investment and successfully coached multiple clients into leading software-focused growth equity and private equity firms. This cross-sector exposure allows me to provide tailored coaching not only on technical and market-specific preparation, but also on how to differentiate yourself for specialized groups. Whether you are targeting Media & Telecom, FIG, Energy, Software, or Restructuring, I can help you craft a compelling story, sharpen your technicals, and position yourself as a top candidate.

As one of four Investment Banking Career Fellows at the Wharton School (selected for demonstrated excellence in the recruiting process), I coach first-year MBA students on mastering every stage of investment banking recruitment. Drawing on five years of experience helping clients craft compelling professional narratives, I equip clients to present themselves with precision, confidence, and authenticity!

If you want a coach who understands what it takes to earn an investment banking offer and what hiring teams actually look for, I bring both perspectives. I’ve built my career across investment banking and private equity, and I was actively involved in intern and analyst hiring during my time in the industry. That experience gives me a clear view into how candidates are evaluated, where most applicants fall short, and what separates a strong profile from a forgettable one. My coaching is designed to be results-oriented and practical, with a step-by-step plan that covers positioning, networking strategy, technical preparation, and interview performance. What also sets me apart is that I did not come up through the standard pipeline. I navigated a non-traditional recruiting pathway and broke into the industry starting from community college. I know how to build credibility when your background is not conventional, how to craft a story that resonates with bankers, and how to create momentum when you feel behind the curve. Clients work with me for clear direction, honest feedback, and an execution plan that is tailored to their goals and timeline. The end goal is simple: a sharper narrative, stronger interviews, and a process that consistently converts effort into offers.

Having started out my post-MBA career in investment banking and then transitioning to private equity, I bring a wealth of experience in entering and advancing careers in investment banking and private equity. I began my career in the Financial Management Program at GE and then, after receiving my MBA from HBS, made the leap to Investment Banking as an Associate at Wells Fargo Securities. Following my time in IB, I spent 20 years in private equity at middle-market investment firm, Reynolda Equity Partners, ultimately becoming a Managing Partner, before leaving to invest independently under my 1780 Capital banner. I have a deep understanding of what it takes to succeed at all levels in the competitive world of finance and M&A. I am passionate about helping aspiring investment bankers and finance professionals enter the industry and navigate their career paths.

I spent three years in investment banking at Moelis, and have gone through both the 2-year Analyst program and stayed on as an Associate afterwards. I worked across both the LA and New York offices and was top-ranked in all three years. During my time at the firm, I was also heavily involved in analyst and intern recruiting, so I’ve seen firsthand what it takes to break into a top bank and how to stand out once you’re there. Over the years, I’ve helped a number of candidates navigate the recruiting process, from building a compelling story to preparing for technicals, refining resumes, and developing networking strategies that actually work. Mentorship has always been important to me. I have supported candidates recruiting for different geographies and industry groups. At USC, I served as Director of Mentorship for the Trojan Investing Society (the school’s largest finance org), where I guided a cohort of 30+ students through recruiting landing roles at firms such as GS, Evercore, JP Morgan, etc. across NY, Boston, SF and LA. I also worked as a Peer Career Advisor at USC's Career Center, helping students successfully land offers in investing banking and private equity. Since graduating, I’ve continued to mentor through programs like SEO, Women in Network, and Synergist Network. If you’re preparing for banking interviews or looking for guidance on breaking in, I’d love to help. Let’s connect and get you set up for success.

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!

I’m a non-target success story who beat the odds and secured investment banking offers at Goldman Sachs, JP Morgan, and Bank of America. I now help other students from non-traditional backgrounds break into top-tier IB roles through sharp resume edits, story crafting, technical prep, and networking strategies that actually convert into interviews. If you're grinding from a non-target school, I’ve walked that path — and I’ll help you crack the code. All coaching with me comes with complimentary technical documents and models.