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!

Welcome to my profile! With over two decades of experience in the investment banking sector, I've led and executed over 50 M&A transactions with enterprise values ranging from $100 million to $2 billion across diverse industries. My career spans top firms like Oppenheimer & Co, UBS, and Wasserstein Perella, where I honed my skills in strategic advisory, business development, and team leadership. As a coach, I've successfully guided 50+ individuals through the competitive landscape of investment banking, helping them secure roles at leading firms. Whether you're looking to break into the industry or advance your career, I'm here to provide tailored guidance and support. Let's connect and chart your path to success!

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.

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!

I am an incoming Investment Banking Summer Analyst at BMO Capital Markets in New York helping students break into top firms. As a UCLA Business Economics student who navigated recruiting as a transfer from community college, I understand how to build a strong candidate profile no matter your background or where you are starting from. What drives me is helping others go through this process with more clarity and confidence than I had. Recruiting can be incredibly overwhelming, and I know firsthand how stressful it can be. I want to help students sidestep the mistakes I made. I'll provide the coaching you need to secure an offer, covering anything from resume and cover letter optimization to networking strategy, technical prep, and behavioral storytelling. Along the way, I'll equip you with guides, templates, and real examples so you always know exactly what to focus on and where to direct your energy. My coaching style is supportive and structured, less about memorizing and more about helping you genuinely understand how to present yourself in a way that feels both authentic and compelling.

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 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.

Welcome to my profile! As an aspiring finance professional 4.0 GPA at Northeastern University, I have a strong foundation in Finance and Economics. My experience includes roles such as an Investment Banking Summer Analyst at PJT Partners, Equity Research Intern at UBS, and an Investment Banking Intern at GP Bullhound, as well as leadership positions in TAMID at Northeastern. Whether you're looking to refine your resume, ace interviews, or understand the nuances of the industry, I'm here to help you achieve your career goals. Let's connect and strategize your path to success!

Welcome to my profile! With a robust background in investment banking and venture capital, I bring a wealth of experience to help you break into the competitive world of finance. I have worked with top firms like J.P. Morgan, Citigroup, and T. Rowe Price, gaining hands-on experience in deal-making and financial analysis. As a Finance Manager at Microsoft and a Venture Partner at VU Venture Partners, I have honed my skills in strategic finance and startup evaluation. I have coached numerous individuals, guiding them through the intricacies of investment banking applications and interviews. Let's work together to craft a compelling application and prepare you for success in your finance career. Reach out to start your journey today!

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.