Work with Stephen
About
Hey! I'm an incoming investment banking analyst in Wells Fargo's Mergers & Acquisitions Group. I also have experience across private equity, investment management, and strategy consulting.
Stephen’s Investment Banking Qualifications
Experience level: Intern
10+ Investment Banking clients
Stephen has helped clients get into these companies:
I’m a senior at NYU Stern studying Finance and Statistics. I recently completed a summer analyst internship in Wells Fargo’s Mergers & Acquisitions group in New York and received a full-time return offer. My background also includes private equity at Harbor Street Capital and investment management at a single–family office, giving me experience across both banking and investing. Having recently navigated investment banking recruiting myself, I understand the challenges of networking, interview prep, and communicating your story effectively. My coaching usually focuses on recruiting strategy, resume reviews, networking outreach, and technical and behavioral interview preparation. I bring a practical, personalized approach, with direct feedback and actionable steps tailored to your background, goals, and recruiting timeline.
Stephen can help with:
Behavioral Interview Prep
Networking Strategy
Resume Review
Technical Interview Prep
Work Experience

M&A Investment Banking Summer Analyst
Wells Fargo
June 2026 - August 2026
M&A transaction experience across Industrials, Consumer & Retail, and Real Estate, Gaming, & Lodging (REGAL). Built financial models, industry overviews, and company profiles to facilitate potential sell-side, carve-out, and merger transactions. Advised on the announced $1.5 billion sale of MarineMax to Safe Harbor, a Blackstone Infrastructure portfolio company.

Investments Intern
Single Family Office
April 2025 - March 2026
Oversaw a $2.1M investment portfolio and allocated capital across equities and fixed-income securities.

Private Equity Summer Analyst
Harbor Street Capital
May 2024 - September 2024
Sourced potential deals and evaluated leveraged buyout opportunities in the lower-middle-market software industry.

Strategy Consultant
JUV Consulting
April 2022 - March 2024
Admissions Committee
Specialized in consulting for technology and financial services companies.
Stephen was also given offers to work at

UBS

Solomon Partners
Education

New York University
Bachelors of Science, Finance
2023 - 2026
Senior at NYU Stern School of Business studying Finance & Statistics and graduating in December 2026.
Stephen was also personally admitted to

Georgetown University
5.0 average review
7 reviews
Overall rating
Stephen has helped clients get into these companies:
Stephen doesn’t have any offerings in this category yet.
No posts yet
When Stephen posts, it will show up here.




