Investment Banking Coaches, Events, and Resources

Welcome to my profile! With a degree in Economics from Harvard University, I bring a wealth of experience from top-tier financial institutions to my coaching. I started my career as an Analyst at an elite boutique, then transitioned into private equity roles at tech PE funds. Over the years, I've developed a deep understanding of the investment banking landscape and have successfully guided numerous clients through the competitive recruitment process. Whether you need help with resume crafting, interview preparation, or understanding the nuances of the industry, I'm here to help you break into investment banking. Let's connect and chart your path to success!

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!

I am a current upperclassman at Cornell University and an Incoming Investment Banking Summer Analyst at Evercore (M&A, NYC). I am happy to provide services across the entirety of investment banking recruiting, from resume review, mock interviews, technical and behavioral preparation, and more! As the VP of Education for my school's Investment Banking Club, I have significant experience helping students build their foundational & advanced corporate finance skills, prepare for behavioral interviews and networking, and ultimately land the offer. I am well-acquainted with nearly all Bulge Bracket and Elite Boutique processes and have interviewed with many of them. I also have interview experience with Restructuring (RX) and Private Equity as well.

I successfully broke into investment banking from a non-finance background while at Wharton, landing first-round interviews across top bulge bracket and elite boutique firms—both in coverage and product groups. I ultimately accepted an offer from J.P. Morgan’s M&A team, my top choice, and received a return offer after a strong summer internship. Having gone through the process myself, I understand how overwhelming MBA recruiting can be—especially for career switchers. I can help you clarify your story, prepare for behavioral and technical interviews, and navigate firm preferences and group selection. Beyond the recruiting process, I also coach on how to succeed during the internship itself and evaluate whether banking is the right path based on your long-term goals. Whether you’re just exploring the idea or are deep in prep, I’m here to help you make confident, well-informed decisions.

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!

I interned and worked in Wells Fargo's Consumer & Retail team, and have experience with M&A, equity and debt financing, and corporate advisory. My focus in Investment Banking was Consumer & Retail and M&A. My focus in Private Equity was Lower Middle Market & Middle Market.

Welcome to my profile. I successfully navigated the investment banking recruiting process in Fall 2025 and coach from real, recent experience with what works in today’s market. I focus on building strong technical skills from solid sources and preparing candidates to handle real interview pressure, not just technical drills in isolation. I work closely with career switchers to build a targeted recruiting strategy around which banks and groups make sense for their background, so effort is focused where outcomes are most likely. I have led technical workshops, run mock interviews, and coached candidates across accounting, valuation, recruiting strategy, resume refinement, and networking execution. The goal is simple: prepare efficiently, avoid outdated advice, and show up to interviews confident in both your skills and your strategy.

Member of recruiting and hiring team during investment banking tenure at Jefferies. Received offers at 3 top banks on Wall Street out of undergrad. Qualified to help you prepare your resume and cover letters, approach networking events, submit initial applications and prepare for interviews to standout amongst the crowd of applicants. As a former D1 soccer player, I'm particularly well equipped to help student-athletes leverage their unique athletic background and achievements to set themselves apart during the recruiting process and get their finance/IB job of choice!

Welcome to my profile! With extensive experience in the investment banking sector, including roles at Goldman Sachs and Credit Suisse, I bring a wealth of knowledge to my coaching practice. My focus has been on TMT coverage, particularly in software and data analytics, which equips me with the insights needed to guide aspiring investment bankers. As a VP of Corporate Development at Instructure, I continue to leverage my expertise in strategic growth and partnerships. I have successfully coached 5 individuals, helping them navigate the competitive landscape of investment banking. If you're looking to break into this field, let's connect and craft a strategy tailored to your success!

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!