Investment Banking Coaches, Events, and Resources

Welcome to my profile! With extensive experience at J.P. Morgan as an Investment Banking Analyst and Sales and Trading Analyst, I bring firsthand knowledge of the competitive finance industry. My journey began with internships at UBS and Bank of America, where I honed my skills in private wealth and entertainment banking. As an MBA candidate at MIT Sloan, I am well-equipped to guide aspiring investment bankers through the rigorous application and interview process. Whether you're looking to refine your resume, master technical interviews, or navigate the nuances of networking, I'm here to help you succeed. Let's connect and chart your path to a successful career in investment banking!

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!

Entering the competitive world of investment banking requires more than just academic achievements—it requires strategic planning, adept networking, and targeted action. As someone who navigated switching careers, switched banking industry sectors and types of banks, I understand the ins and outs of this intensive process across a wide variety of banks. Beyond my personal achievements, I have mentored and guided students by reviewing their resumes and coached them to land investment banking internships. Whether it's crafting an impressive resume, acing behavioral interviews, or mastering the art of networking, I will provide you with the tailored strategies that helped me and countless others succeed. Let's together navigate the demanding path toward a successful career in investment banking. I'm here to equip you with the tools, strategies, and confidence you need to stand out in this dynamic field.

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

Over the last 15 years, I've helped hundreds of students from non-target schools land jobs at Goldman Sachs, JP Morgan, Bank of America Merrill Lynch, Evercore, Moelis, Citi, Barclays, UBS, Jefferies, Lazard, Guggenheim, Catalyst, Wells Fargo, and many, many more.

I recently navigated the investment banking recruiting process successfully, securing offers from top bulge bracket and boutique banks, including Goldman Sachs. Given my recent exposure to the process, I am very familiar with bank specific nuances and processes and am well positioned to help you tailor your preparation to be custom for each investment bank. I have readily available prep material that is very detailed and thorough and will help you succeed through the most technical interviews.

I started out as a history major with no formal finance training—and I know exactly how daunting investment banking recruiting can feel when you’re not the “typical” candidate. But with the right preparation, I built the skills, learned how to tell my story, and went into recruiting with confidence. The result: I landed offers from every bank I interviewed with, including Goldman Sachs, Morgan Stanley, J.P. Morgan, and PJT Partners. Now, as a coach, I help others do the same. I work with candidates from all backgrounds to sharpen their resumes, master technicals step by step, and practice interviews until they feel ready for anything. Having also interviewed candidates for superdays, I know exactly what firms are looking for—and how you can stand out. My goal is to help you approach recruiting with the structure, preparation, and confidence you need to succeed.

Broke into investment banking out of undergrad. Understand the process and what the investment banking interview process entails.

Hello and welcome to my profile! With a robust background in both technology and finance, I bring a unique perspective to investment banking coaching. I began my career as a Technology Investment Banking Analyst at Morgan Stanley, where I played a key role in high-profile transactions, including Xilinx's $49Bn sale to AMD. My experience extends to working on mergers, acquisitions, and share buybacks, providing me with a comprehensive understanding of the industry. Currently, I am a Senior Software Engineer at Notion, which allows me to blend technical expertise with financial acumen. I'm passionate about helping aspiring investment bankers navigate the competitive landscape and achieve their career goals. Let's connect and strategize your path to success in investment banking!

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!