Investment Banking Coaches, Events, and Resources

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 broke into Goldman Sachs investment banking without a finance degree. Here's how I did it. I started in biotech investor relations at one of the most active boutique IR firms in the country, advising on some of the busiest biotech IPOs during the record breaking 2020 boom year. From there I moved to Wells Fargo Securities investment banking in the REGAL group covering Real Estate, Gaming and Lodging. I worked on landmark deals including Aristocrat's $3.7B acquisition of Playtech and MGM's $3.9B sale of CityCenter, advising institutional clients like Blackstone, VICI Properties, Red Rock Resorts and Bally's. Then I lateraled to Goldman Sachs TMT and Consumer where I was exclusive buy-side advisor on Amazon's $3.9B acquisition of One Medical and Amazon's $1.7B acquisition of iRobot. I also worked on transactions for Nike, Starbucks and Nordstrom. I help two types of people. First, non-traditional candidates including non-finance majors, non-target school students and career switchers who feel like the door is closed. I got in without a finance degree and I know exactly how to position your story to get past the gatekeepers. Second, analysts at regional or middle market banks who want to lateral up to Goldman, Morgan Stanley or top boutiques. I made that exact move and I know what it takes on both sides of the table. If you think your background disqualifies you, it probably does not. Mine almost did and I found a way through anyway.

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!

Welcome to my profile! I’m currently a Private Equity Associate at Abry Partners, a Boston-based firm managing over $18B in assets. I began my career in Investment Banking at Solomon Partners and graduated from the University of Michigan’s Ross School of Business. At Solomon, I was actively involved in recruiting — interviewing and screening 50+ candidates — and developed a strong sense of what top firms are really looking for. I’ve since gone through the on-cycle private equity process myself and know how tough and opaque it can feel, especially without the right guidance. I’m here to help demystify the process — whether you’re prepping for IB/PE interviews, refining your story, or just trying to break in. Let’s connect.

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!

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!

Welcome to my profile! With a background in IB, I bring an extensive experience to help you break into IB. I was an Investment Banking Analyst at UBS, advising on transactions across TMT, Infrastructure and Real Estate industries. Whether you're looking to refine your resume, master technical interviews, or navigate the recruitment process, I'm here to guide you every step of the way. Let's connect and strategize your path to IB!

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!

I successfully broke into investment banking from a non-target school, where I learned firsthand that the traditional recruiting funnel doesn't work for everyone. I’ve navigated the process and can help you build your own playbook for breaking in, just as I did. My biggest value-add is helping you master the networking strategy that will get you in front of more decision-makers. We'll focus on targeted outreach and crafting messages that actually get responses. While I can cover the foundational technical concepts and conduct mock behavioral interviews, my primary focus is on empowering you to build a network and a resume that will be your greatest asset. I've successfully helped several others break into this competitive industry. I'm here to guide you through the critical early stages of networking and resume prep and am flexible on however I can support you throughout the rest of your job search.