Investment Banking

As a healthcare investment banker for ~5 Years at Wells Fargo Securities, I have served as Staffer, Recruiting Team Captain, and Manager. I have interviewed, hired, and trained three classes of summer and full-time investment banking analysts and executed over $10.0Bn in deals across 90+ transactions. At UC Berkeley, I taught finance to over 300 undergraduates and have mentored and placed undergraduate and MBA students at the most prestigious Wall Street Banks, including Goldman Sachs, Morgan Stanley, JP Morgan, Centerview, Evercore, and Lazard. I currently teach at Training the Street, where I train the new investment banking analyst and associate hires. My secret sauce lies in: 1. I have directly interviewed, hired, and trained three classes of summer and full-time investment banking analysts 2. I have a vast network of investment banking contacts, many of whom are my former students, mentees, and colleagues 3. I have a large collection of actual interview case studies that students can practice with and cannot find elsewhere 4. I have access to market transaction materials that prepare students for success in their networking coffee chats and investment banking interviews 5. I have taught finance at UC Berkeley and currently train new investment banking hires at Training the Street For each student, I prepare well in advance of our session to understand your situation and needs in order to provide you with tailored resources, knowledge, and guidance for your success. You will receive access to your own shared folder, where I will drop in materials such as sell-side research, investment banking practice interview questions, investment banking guides, case studies, lecture slides, financial models, and more. It will also allow you to easily share with me models, resumes, and interview case studies that you are working on, so I can most effectively help you and review your work. I look forward to your success. Warmly, Ryan 2025-2026 Investment Banking Outcomes | Undergrad, MBA, Laterals PJT, Lazard, Evercore, Guggenheim, Rothschild, JP Morgan, Morgan Stanley, Citi, Wells Fargo, Truist, Capital One, ScotiaBank, Eldridge (Private Credit)

Welcome to my profile! With extensive experience in the investment banking sector, including roles at Morgan Stanley and J.P. Morgan, I bring a wealth of knowledge to help you break into this competitive field. At Morgan Stanley, I honed my skills in financial modeling, valuation analysis, and investor presentations, working on high-profile deals such as a US$600 million issuance for Shangri-La Asia. My background also includes strategic roles in venture capital and innovation, providing a unique perspective on the intersection of finance and technology. Having coached numerous individuals in their career journeys, I am passionate about guiding aspiring investment bankers through resume building, interview preparation, and networking strategies. Let's connect to tailor a plan that aligns with your career aspirations!

I currently work in lower-middle-market private equity after spending ~3.5 years in J.P. Morgan's M&A group in New York and beginning my career at Citi. My path into finance was far from traditional. I attended Baruch College / CUNY, was the first person in my family to break into high finance, and did not have the traditional Wall Street recruiting pipeline. I worked throughout college, stacked classes so I could intern during the school year, and gradually built experience across several finance roles before ultimately making the jump from Citi to J.P. Morgan M&A and then into private equity. I've had interviews go well. I've had processes go nowhere. I've sent plenty of networking emails. I've made mistakes. And I eventually made it into roles that honestly felt pretty far away when I was first starting at Baruch. That's the perspective I bring to coaching. I'm particularly interested in working with students from non-target schools and people who feel like they're trying to figure this out without the same network or resources as everyone else. I know how frustrating that can be. I'm not here to sell shortcuts or guarantee interviews. What I can do is be an open book about my own experience, tell you candidly where I think you're spending your time well or poorly, help you sharpen your story and resume, and give you practical feedback on how I would approach the process if I were in your shoes. If you're serious about breaking into the industry and willing to put the work in, I'm happy to help make the path a little clearer!

I have navigated the investment banking recruitment process successfully from multiple vantage points — as a candidate, an insider, and a coach. I previously worked as an Associate at Morgan Stanley and was the first-ever Graduate Analyst in Asia Pacific selected for the firm’s prestigious three-year rotational program, which had an offer rate of less than 0.1%. During this time, I gained hands-on experience across Investment Banking Advisory, Equities Sales & Trading, Global Financial Crimes Prevention, Operational Risk, and Compliance, giving me a holistic understanding of how top banks evaluate talent. In parallel, I was admitted to multiple M7 and T15 MBA programs — including Stanford GSB, Chicago Booth, Columbia Business School, and Cornell Johnson — with over USD 200K in merit-based scholarships, and was selected as a Schwarzman Scholar from a global applicant pool of 5,000+ (~3% acceptance rate). This allows me to advise candidates who are pursuing both direct analyst/associate recruiting and MBA-to-banking pathways. I have since reviewed hundreds of investment banking resumes and coached dozens of traditional and non-traditional candidates to secure roles at top global banks. My coaching is grounded in first-hand industry experience, a clear understanding of hiring signals, and a structured framework that helps candidates position themselves competitively. I work with clients to develop a targeted recruitment strategy — from resume and technical preparation to networking and interview execution — to maximize their chances of breaking into top investment banking roles.

With 10 years of experience in Investment Banking and Private Equity, including my time as an Associate at Goldman Sachs and Director of M&A at Fanatics, I bring a wealth of experience to help you break into the competitive world of finance. I’ve had the privilege of coaching over 200 students on career preparation, interview techniques, and overall career development, helping them secure roles at top firms like Goldman Sachs, Morgan Stanley, Evercore, and JPMorgan. During my time at Goldman, I conducted over 150 interviews for analyst and associate positions and led training programs for new hires, giving me a deep understanding of what top firms are looking for in candidates. I also have a passion for mentorship, having worked with organizations like MLT and Modern Guild, where I’ve guided 50+ students through resume reviews, interview preparation, and mock interviews tailored to banking and private equity roles. I specialize in helping students refine their answers, build confidence, and master the technical skills needed to excel in high-stakes interviews. Whether you’re preparing for your first interview or looking to refine your approach, I’m here to help you succeed!

Group focus / specialty: Technology (TMT) My involvement with the investment banking industry began in 2018 when I secured three coveted early investment banking offers from top investment banks (e.g., J.P. Morgan, Barclays) before even stepping foot on campus for my MBA. I also landed multiple fellowships, such as the J.P. Morgan Early Advantage Fellowship, that translate into six-figure bonuses in addition to standard signing bonuses. For the last 5 recruiting cycles, I've leveraged my know-how to help a variety of applicants land investment banking and fellowships offers. At J.P. Morgan, I covered the technology sector in the investment bank and served as a Harvard and UChicago School Captain for campus recruiting. In the Captain role, I was heavily involved with interviewing at the firm and have a strong understanding of what it takes to build a compelling profile to land a top investment banking offer. My experience as a coach at the boutique MBA consulting firm Ivy Advisors and SEO Career has further honed my skills in mentorship and coaching. I have helped hundreds of clients achieve their educational and professional goals. I am especially helpful to investment banking applicants who are looking to: ◉ perfect their "why investment banking" story ◉ refine their technical interview skills ◉ land a spot on a coveted technology coverage group ◉ recruit for West Coast opportunities ◉ transition from a different industry ◉ develop a pitch for why they find a company or deal interesting and what the value proposition is there ◉ leverage their unique BIPOC and/or international lived experience ◉ compete for fellowships that provide significant payouts for summer and full-time joiners - especially for women, BIPOC, veterans, and LGBTQIA+ candidates

After completing a summer internship and one year as an investment banking analyst in the Financial Institutions Group at J.P. Morgan in New York City, I've spent three summers working as a teaching assistant with Training The Street, helping hundreds of summer analysts and full-time analysts prepare for their roles. I can help with interview prep (both technical and behavioral) as well as with networking and application strategy for those interested in summer and full-time analyst positions at bulge bracket banks, especially applicants from non-target and underrepresented backgrounds.

I broke into investment banking the hard way — from a non-traditional background (clinical medicine) — so I know exactly what it takes to get in from the outside, and how to teach it. But I didn't just break in: I started as an M&A banker at Bank of America Merrill Lynch, then moved to Goldman Sachs and earned the promotion to Vice President in its Healthcare Investment Banking group. That path matters for you in two ways: I can coach you not only on how to land your first offer, but also on how to position yourself for the top of the Street and how to actually excel once you're inside the walls of an elite bank, which is what earns the promotions. I've also sat on the other side of the table: I served on recruiting teams at both Bank of America Merrill Lynch and Goldman Sachs, so I've personally screened, interviewed, and selected candidates; I know precisely what gets someone pulled from the pile and what gets them cut. My background also includes an MBA from Tuck School of Business at Dartmouth, where I supported the admissions committee, further honing my ability to evaluate and guide applicants. Over the years I've coached 60+ candidates through this process. As your coach, I'll get you sharp on the things that decide offers: a confident approach to networking, a professional résumé and "walk me through your story" that land, airtight fundamentals across accounting, valuation, DCF, LBO, and M&A, and mock interviews that feel like the real thing. And because I've built deep relationships across both banks and Wall Street more broadly, for candidates who put in the work and reach a genuine bar of quality and preparedness, I'm glad to open doors Re: introductions and recommendations across my network, including, as a Goldman Sachs alumnus, a direct introduction to Goldman recruiting. I've made the leap, moved up, and helped others do the same. Now I want to help you land the offers.

* Former Investment Banking Associate at Goldman Sachs within the Consumer & Retail Group, advising leading consumer and retail companies on IPOs, mergers & acquisitions, strategic investments, and capital raises totaling $15B+ in enterprise value. * Led investment banking recruiting efforts as an Associate at Goldman Sachs, evaluating and interviewing prospective analyst and associate candidates * Successfully navigated highly competitive investment banking recruiting personally, receiving interviews across nearly all bulge bracket and top elite boutique investment banks and ultimately securing offers from both bulge bracket and elite boutique firms. * Extensive firsthand understanding of the full investment banking recruiting process, including networking, accelerated recruiting timelines, technical preparation, superdays, behavioral interviews, and offer decision-making. * Served as an Investment Banking Career Coach through The Wharton School Career Management, where I received formal coaching and recruiting training while mentoring students pursuing investment banking careers. * Have externally coached 500+ students and young professionals in successfully securing internship and full-time investment banking offers across bulge brackets, elite boutiques, middle-market firms, and other highly competitive finance roles. * Experience helping candidates break into firms including Goldman Sachs, Morgan Stanley, J.P. Morgan, Evercore, Centerview, Lazard, Moelis, PJT, Guggenheim, Jefferies, Bank of America, Citi, Barclays, and other leading investment banks. * Extensive experience preparing candidates for every stage of recruiting, including resume and LinkedIn reviews, networking strategy, coffee chats, behavioral interview prep, technical interview prep, superday preparation, case studies, modeling tests, and offer evaluation. * Strong technical background across accounting, valuation, DCFs, LBOs, merger models, accretion/dilution, enterprise value, three-statement modeling, transaction process knowledge, and financial statement analysis. * Experience conducting mock technical and behavioral interviews designed to mirror real investment banking interview environments and improve candidate performance under pressure. * Deep understanding of what investment banks evaluate beyond technicals, including communication skills, executive presence, professionalism, commercial thinking, attention to detail, and ability to perform in fast-paced environments. * Strong experience helping candidates craft compelling personal narratives and behavioral responses, including “Tell Me About Yourself,” “Why Investment Banking,” leadership experiences, teamwork, overcoming challenges, and long-term career goals. * Significant experience mentoring candidates from a wide range of backgrounds, including undergraduate students, MBA students, career switchers, athletes, and candidates from both target and non-target schools. * Graduated at the top of my class from Indiana University Kelley School of Business in Accounting and Finance before earning my MBA from The Wharton School, where I was recognized as a Palmer Scholar (top 5% of graduating class).

With direct investment banking and investing experience across multiple sectors, I bring a well-rounded perspective to help you target and excel in specialized groups. At Lazard, I worked directly on Media & Telecommunications mandates, gaining firsthand exposure to the strategic and financial nuances of the industry. I also supported several Restructuring (RX) engagements during my internship, giving me practical experience with distressed situations and debt advisory, and I’ve since helped clients successfully place into top restructuring groups at elite boutiques. In addition, I gained Financial Institutions Group (FIG) experience through my work on an insurance-focused private equity investment, developing a strong understanding of how investors and banks evaluate capital-intensive, regulated businesses. Beyond traditional coverage groups, I’ve recruited for and coached candidates into Energy investment banking, having gone through the Houston recruiting process myself and understanding both the technical depth and industry-specific expectations of those roles. I also bring experience in Software, having worked on a growth-stage software investment and successfully coached multiple clients into leading software-focused growth equity and private equity firms. This cross-sector exposure allows me to provide tailored coaching not only on technical and market-specific preparation, but also on how to differentiate yourself for specialized groups. Whether you are targeting Media & Telecom, FIG, Energy, Software, or Restructuring, I can help you craft a compelling story, sharpen your technicals, and position yourself as a top candidate.