Investment Banking Coaches, Events, and Resources

Hi! I’m a former Goldman Sachs Healthcare Investment Banking Analyst who loves helping students break into investment banking. I started at Goldman as a sophomore summer intern and returned for junior summer and full-time after graduating from Northwestern. During my time there, I worked on nearly $25B in healthcare M&A deals. I enjoy helping candidates make sense of a demanding recruiting process, whether that’s tightening a resume, refining your story, or preparing for interviews. Always happy to connect and help you map out next steps!

Welcome to my profile! I’m a Wharton graduate with an MBA from Harvard Business School and bring over 15 years of experience in finance. For the past decade, I’ve been at Warburg Pincus—a top-10 global private equity firm managing over $100 billion—where I’m currently a Principal. Throughout my career, I’ve interviewed hundreds of candidates and directly mentored dozens of Analysts, Associates, and Vice Presidents. I know firsthand what it takes to break into competitive finance roles and advance within them. You may have come across my “Comprehensive Finance Interview Guide,” which I originally wrote over a decade ago while preparing for my own private equity recruiting—just one of many resources I’ve created to help others land top roles. Whether you’re preparing for investment banking, private equity, or business school, I offer targeted coaching across resume development, mock interviews, technical prep, recruiting strategy, and more.

Welcome to my profile! With a robust background in growth equity and investment banking. My previous experience includes three years as an analyst and associate in RBC's Technology Group, where I honed my skills in tech investment banking. Additionally, I bring entrepreneurial insights as a multi-unit franchise owner of Crumbl Cookies in New York. I hold a Bachelor of Science in Finance from the BYU Marriott School of Business, where I was actively involved in the Finance Society and Investment Banking Club. Over the years, I've successfully coached 20+ individuals, guiding them through the competitive landscape of investment banking and growth equity. If you're looking to break into these fields, let's connect and strategize your path to success!

I won Rothschild & Co's Healthcare Advisory Challenge at Oxford, beating 50+ MSc and MBA candidates, then interned and converted to a full-time analyst. I executed M&A and PE transactions across Rothschild and Gilde Healthcare. €20bn+ in executed deal value across my career. Clients have landed offers at J.P. Morgan, Greenhill, and boutique banks. Most candidates don't fail on technicals. They fail on story. If your CV looks sharp but your narrative feels flat, that's what we build together. Coaching for the 2026-2027 recruiting cycle. Applications and interviews are happening now.

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 am qualified to coach in investment banking because I combine hands-on experience across investment banking–adjacent roles with a deep understanding of how banks function as integrated organizations. Over the course of my career, I have worked across core finance areas including investment banking and wealth management, which has given me a clear view of how different divisions, coverage, product teams, markets, research, and client-facing roles, interact in practice. This allows me to help candidates understand not just “what investment banking is,” but how each role fits within the broader bank and what profiles truly succeed in each area. In parallel, I have coached and mentored many MiM and MBA candidates navigating highly structured investment banking recruiting processes. I help clients clarify role fit across divisions, position their background strategically, and prepare effectively for technical and behavioral interviews. My coaching emphasizes structure, realism, and execution, helping candidates make informed choices about where to apply, avoid common misalignment mistakes, and approach investment banking recruiting with clarity and confidence.

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.

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!

Welcome to my profile! As a former Investment Banking Analyst at Bank of America on the Technology Media and Telecom (TMT) desk, I bring firsthand experience from the heart of the finance industry. With a Master's in Applied Economics from Cornell and a Summa Cum Laude degree in Finance from Virginia Tech, I have the academic and professional background to guide you through the competitive landscape of investment banking. I founded IB MASON to help aspiring finance professionals break into the industry and achieve a 100% pass rate on the Series 79 exam. My coaching is personalized and results-driven, offering comprehensive career development mentoring, interview preparation, and expert tutoring. I've successfully coached dozens of individuals, helping them secure positions at top financial firms and pass their Series 79, 63, and SIE. Let's connect to discuss how I can help you achieve your career goals! What you get working with me: ➣ 2025 Question Bank — Access to the actual questions being asked in top bulge bracket and boutique interviews ➣Tailored support across M&A, Coverage, and Capital Markets (ECM/DCM/LevFin) recruitment processes ➣Resume + cover letter rebuild — Optimize to the format banks want to see ➣ Step-by-step networking strategy and LinkedIn cold outreach coaching ➣ Behavioral Mastery — Crafting your story, "Why Investment Banking" and "Why this Bank" ➣ Technical Mastery — Simple explanations and teaching of the concepts banks want you to know ➣ Expert Insight into what to expect on Superdays, first-rounds, and Hirevues ➣ Excel modeling prep — Building a three-statement model & DCF from scratch ➣ Mentorship and a career partner who's been through the process that is dedicated to helping you secure a six-figure role ➣ 24/7 on-demand support to ensure you land a top job offer

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.