Private Equity Coaches, Events, and Resources

Welcome to my profile! With 5 years in investment banking and private equity, I bring experience to help you navigate private equity and investment banking recruiting. I currently work as an Associate at Silver Lake in their New York office, following my tenure as an Investment Banking Associate and Analyst at Moelis & Company in their Los Angeles and New York offices where I was heavily involved in recruiting. Over the years, I've successfully coached many individuals, guiding them through the intricacies of private equity recruitment and helping them secure positions at top firms. I served as a Director of Mentorship at Trojan Investing Society (USC's largest finance organization), where I mentored a cohort of 30 students navigating investment banking recruiting. I also was a Peer Career Advisor at USC's Career Services Center where I guided students through finance careers including investment banking and investing. Post-grad, I've also mentored individuals as part of SEO, Women in Network, and Synergist Network. Mentorship is a huge passion of mine given I would not be here without the help of my mentors! Whether you need assistance with interview strategy and preparation, technical concepts, resume / story refinement, or networking strategies, I'm here to provide tailored support to your needs. I'm well versed to talk about on cycle and off cycle recruiting (secured one UMM and two MF offers), recruiting across geographies (making the move east / west), along with general exit options / exit timing in banking (including staying on as A2A or doing a third year), and external resources or organizations you can join for more touchpoints with private equity firms. Let's connect and get started on your path to success in private equity!

With a robust background in private equity and strategy consulting, I am here to help you navigate the competitive landscape of private equity careers. Currently, I am a Senior Analyst at Accel-KKR, where I focus on portfolio operations, and I have previously worked at EY-Parthenon on their Software Strategy Team, conducting commercial diligences for PE companies. I am passionate about mentoring aspiring professionals and can offer insights into the nuances of private equity recruitment to make the jump to an operating team role, from resume crafting to interview preparation. Let's connect and strategize your path to success in private equity!

Leveraging over two decades in finance, including leadership roles at Principal Partners Capital Group and top firms like Bank of America and Deutsche Bank, I bring deep private equity and M&A expertise to my coaching. With 8,000+ hours training finance professionals, I specialize in guiding individuals to break into and excel in private equity. Whether you are looking to strengthen your LBO modeling skills or prepare to ace PE interviews, my approach centers on creating tailored learning plans for each session, ensuring you achieve your goals. Let's connect and strategize your path to success in Private Equity!

Over the past 20 years, I have helped scores of MBA students achieve their goals to be in private equity. Whether on the investment or operations side of the industry, I advised them on how to network to build relationships, tell their stories about the value they could add, and nail their interviews.

After graduating from Hamilton College, I worked in investment banking for 6 years, with experience across Goldman Sachs' TMT group in San Francisco and Bank of America's Healthcare group in New York. Today, I am a Private Equity Associate at ZMC, a middle-market private equity firm focused on technology, media, and entertainment. I have firsthand experience recruiting for investment banking internships, lateral positions, and private equity. At each firm that I've worked at throughout my career, I have made it a point to be heavily involved in the recruiting process and have conducted numerous interviews for a variety of roles. I have navigated the competitive landscape of investment banking & private equity and have successfully mentored numerous clients to secure positions at top firms. Whether you need help with resume building, interview preparation, or career strategy, I'm here to guide you every step of the way!

With a robust background in both investment banking and private equity, I have successfully navigated the competitive recruiting landscape to secure positions at top-tier firms like Lazard Freres & Co. and a newly formed $500M private equity fund. I also recently served as Director of Corporate Development at a leading PPM roll-up, where I was instrumental in shaping strategic growth initiatives. As someone who has been through the rigorous recruiting process and emerged at the top of my field, I am passionate about helping others achieve their goals in private equity. My hands-on experience and deep understanding of what top firms are looking for will guide you through each step of the recruiting journey, from resume crafting to interview prep and offer negotiation. Whether you’re breaking into the industry or looking to advance your career, I’m here to provide actionable insights, personalized feedback, and a roadmap to success. Let’s work together to elevate your career and secure your next role in private equity.

I've successfully navigated the highly competitive growth equity recruiting process, securing offers at Blackstone, General Atlantic, Norwest Venture Partners, and Lead Edge Capital. Most recently, I worked as an Analyst at Lead Edge Capital, where I focused on sourcing and evaluating investment opportunities. I've coached students who have landed roles at top growth equity and private equity firms, including Blackstone, General Atlantic, and Lead Edge. My specialty is helping candidates break into sourcing-focused growth equity analyst programs. These roles require a different skill set than traditional private equity (less modeling, more market mapping and deal origination), and I know exactly what firms are looking for because I've been on both sides of the process. Whether you need help with case studies, networking strategy, or understanding how to position yourself for sourcing roles, I can help you stand out in one of the most competitive recruiting processes in finance. I'm also a Stanford GSB deferred admit, so I understand how to build a long-term career trajectory in growth investing.

I have seven years of experience working in Investment Banking & Private Equity. In the past, I have coached undergraduates, MBA students, and mid-career professionals how to transition into Finance roles. I provide a range of services such as career planning, interview prep, and mentorship. I am a high-energy and driven coach! My focus in Investment Banking was Consumer & Retail and M&A. My focus in Private Equity was Lower Middle Market & Middle Market.

Worked for two years in CD&R's Healthcare Team in NY, during which I participated in three oncycle recruiting processes. I am intimately familiar with recruiting for private equity, life as a PE Associate, and tips that can help anyone be succcessful in the role.

Understand the psychology of companies and how you can 'game' the recruiting process