Investment Banking Coaches, Events, and Resources

With a robust background in finance and investment banking, I bring over two decades of experience to my coaching practice. As a former Director at Merrill Lynch, I led numerous IPOs and raised over $1B for Asian companies, working closely with top institutional funds such as Fidelity and Vanguard. In addition to my transactional experience, I was involved in interviewing and evaluating candidates as part of the hiring process, giving me firsthand insight into how banks assess talent. My expertise extends to coaching startup founders and C-suite executives, empowering them to unlock their full potential and thrive in dynamic environments. Whether you’re aiming to break into investment banking or advance your career, I help clients navigate complexity with clarity and confidence. Let’s connect and chart your path to success

Group focus / specialty: Technology (TMT) My involvement with the investment banking industry began in 2018 when I secured three coveted early investment banking offers from top investment banks (e.g., J.P. Morgan, Barclays) before even stepping foot on campus for my MBA. I also landed multiple fellowships, such as the J.P. Morgan Early Advantage Fellowship, that translate into six-figure bonuses in addition to standard signing bonuses. For the last 5 recruiting cycles, I've leveraged my know-how to help a variety of applicants land investment banking and fellowships offers. At J.P. Morgan, I covered the technology sector in the investment bank and served as a Harvard and UChicago School Captain for campus recruiting. In the Captain role, I was heavily involved with interviewing at the firm and have a strong understanding of what it takes to build a compelling profile to land a top investment banking offer. My experience as a coach at the boutique MBA consulting firm Ivy Advisors and SEO Career has further honed my skills in mentorship and coaching. I have helped hundreds of clients achieve their educational and professional goals. I am especially helpful to investment banking applicants who are looking to: ◉ perfect their "why investment banking" story ◉ refine their technical interview skills ◉ land a spot on a coveted technology coverage group ◉ recruit for West Coast opportunities ◉ transition from a different industry ◉ develop a pitch for why they find a company or deal interesting and what the value proposition is there ◉ leverage their unique BIPOC and/or international lived experience ◉ compete for fellowships that provide significant payouts for summer and full-time joiners - especially for women, BIPOC, veterans, and LGBTQIA+ candidates

Welcome to my profile! With nearly two decades of experience in investment banking, including leadership roles at Wells Fargo and UBS, I bring a wealth of knowledge to my coaching practice. As a Managing Director and Development Officer, I led a team of over 80 Analysts and Associates and designed a successful summer internship program, giving me firsthand insight into what top firms seek in candidates. My coaching is informed by my experience in recruiting and professional development, ensuring you receive tailored guidance to excel in your career. Having coached over 100 individuals, I am passionate about helping you navigate the competitive landscape of investment banking. Let's connect and strategize your path to success!

I’m an investment banker with ~8 years of experience advising companies and sponsors on complex M&A, capital raises, and restructuring transactions across media, sports, consumer, and technology. I’ve worked at Citi, Three Ocean Partners, and currently LionTree, where I advise founders, executives, and investors on high-stakes transactions with real strategic and financial complexity. I also hold an MBA from Columbia Business School. I work with candidates not only on breaking into investment banking, but also on succeeding once they’re on the job. I help clients prepare for interviews, develop strong technical and deal discussion skills, and build confidence in financial modeling, valuation, and transaction structuring. For those already in seat, I also provide hands-on support with modeling, diligence, and thinking through how deals actually progress — from initial materials and outreach through execution and closing. My goal is to help clients think clearly, communicate crisply, and operate at a high level in real banking situations.

I bring a wealth of experience to help you break into the competitive world of finance. I began my career as an Investment Banking Analyst at J.P. Morgan, focused largely on TMT deals. After banking, I moved to Bain Capital where I worked in tech private equity & growth investing and then Squarepoint Capital, a large hedge fund where I managed a book of software stocks and oversaw our private growth investing efforts. I have since decided to work on my own endeavor, having raised capital and launched a private investment firm focused on down-market acquisitions of B2B businesses. I've always enjoyed spending time mentoring and have recently decided to do it more formally. Looking forward to connecting on your goals & aspirations!

With 10 years of experience in Investment Banking and Private Equity, including my time as an Associate at Goldman Sachs and Director of M&A at Fanatics, I bring a wealth of experience to help you break into the competitive world of finance. I’ve had the privilege of coaching over 200 students on career preparation, interview techniques, and overall career development, helping them secure roles at top firms like Goldman Sachs, Morgan Stanley, Evercore, and JPMorgan. During my time at Goldman, I conducted over 150 interviews for analyst and associate positions and led training programs for new hires, giving me a deep understanding of what top firms are looking for in candidates. I also have a passion for mentorship, having worked with organizations like MLT and Modern Guild, where I’ve guided 50+ students through resume reviews, interview preparation, and mock interviews tailored to banking and private equity roles. I specialize in helping students refine their answers, build confidence, and master the technical skills needed to excel in high-stakes interviews. Whether you’re preparing for your first interview or looking to refine your approach, I’m here to help you succeed!

With two years as an Analyst at Moelis & Company, I bring a deep understanding of the demands and nuances of investment banking. As one of the first University of Georgia students to work at Moelis, I gained unique insights into breaking into competitive roles from non-traditional starting points. At Moelis, I led a financial literacy program educating NY area universities on accounting and valuation fundamentals. I also closely supported recruiting, leading the screening process for non-core candidates. My passion for mentorship stems from my own journey, including serving as the Head of the Investment Banking Training Program at UGA (the Corsair Society). In this role, I trained and mentored 32 candidates who secured IB roles in major financial hubs such as NYC, Boston, Atlanta, SF, and Charlotte.

I’ve sat on every side of the deal: M&A Lawyer, Investment Banker, Private Equity Operator - and I’ll help you stand out and win offers fast. Before Wharton, I spent four years as an M&A attorney at Kirkland & Ellis and Paul, Weiss, advising private-equity sponsors on acquisitions, carve-outs, and complex financings. I then transitioned to the investing side, working in investment banking at Guggenheim Securities (Healthcare Services) and now in private equity at GenNx360 Capital Partners, where I partner directly with management teams to drive value creation. Across these roles I’ve interviewed, mentored, and successfully guided 10+ candidates through competitive investment banking recruiting, from networking strategy and technical prep to final-round interview coaching. I combine real transaction experience with a step-by-step approach so clients gain both the skills and the confidence to land offers at leading banks.

Welcome to my profile! I began my career in Morgan Stanley’s Consumer & Retail Group in 2018, and then joined TPG in 2021, where I worked across growth and middle market private equity investments. I also worked with TPG’s C-suite to launch TPG NEXT, a GP-stakes fund where I evaluated hundreds of opportunities across asset classes, and was involved in supporting experienced investors in launching and building their own firms. I left in 2025 to pursue my own entrepreneurial journey. During my time at Morgan Stanley I was involved with recruiting, candidate evaluation, group placement, and training of interns and analysts. Having seen the industry from multiple angles, I understand how to position yourself strategically to stand out in your interview process and career. I can help with: - Recruiting from non-target schools into competitive finance seats - Strategizing for on/off-cycle headhunter and private equity interviews - Navigating analyst performance, deal exposure, and internal mobility - Thinking about life after finance (exit options, MBA, entrepreneurship, sabbaticals) My specialties are: crafting a competitive resume and story, navigating your recruiting process, and technical interview/case study prep. Always happy to schedule an intro call first. Looking forward to working together!

I am a current Harvard Business School student with experience in large-cap private equity investing, middle-market private equity investing, and sell-side M&A investment banking. I received multiple investment banking jobs offers coming from a non-target school, received an accelerated promotion offer, and was a top-reviewed analyst in my banking program. Together, we can navigate investment banking networking, resume crafting, interview prep (technicals, behavrioral, and modeling), offer negotiation, and more. From there, we can also navigate banking internships and analyst programs to support you on a promotion or exit opportunity path. I bring a warm, practical approach to coaching and look forward to meeting you!