Investment Banking Coaches, Events, and Resources

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.

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!

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.

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!

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!

Welcome to my profile! With an MBA from Harvard Business School and a BA in Financial Economics from Columbia University, I bring a wealth of knowledge and experience to help you break into investment banking. I have worked and recruited at Morgan Stanley and later Sycamore Partners, top IB and PE firms, with a specialization in Consumer & Retail. I will help you in any part of the process: from technical interview prep, to networking strategy, to inside perspectives on how recruiting actually works.

As a former Summer Analyst and full-time Analyst at Qatalyst Partners, the premier investment banking firm in Technology, I bring firsthand expertise to coaching aspiring IB professionals. Without a finance degree or family connections in the industry, I self-taught finance and mastered the investment banking interview process, securing offers from Qatalyst, Goldman Sachs TMT IBD, and Blackstone M&A, alongside final-round interviews at Morgan Stanley, JP Morgan, and Lazard TMT IBD. My journey from outsider to success at top firms equips me to guide candidates with practical strategies, personalized preparation, and insider insights to break into investment banking.

Successfully navigated Investment Banking Summer Analyst position and received a full time return offer. Held coffee chats with 100+ industry professionals. Taught investment banking technical and behavioral questions to Sophomores at Indiana University.

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 secured an internship and a full-time offer at the most prestigious group at JP Morgan, all while coming from a non-target university. I continue to stay connected with my former colleagues, many of whom have become Managing Directors at Goldman Sachs, JP Morgan, Bank of America, as well as leading hedge funds, private equity, and venture capital firms.