Advance Your Sales & Trading Career

Advance Your Sales & Trading Career

Offered by Ryan T.

5.0

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Break into Finance | Former Wells Fargo Banker | Berkeley MBA

Haas School of Business (Berkeley) Logo

Studied at Haas School of Business (Berkeley)

Wells Fargo Securities Logo

Worked at Wells Fargo Securities

Package Description:

This package is designed for professionals aiming to grow their careers in sales & trading. The coaching will be tailored to your individual needs, covering topics such as enhancing trading strategies, preparing for leadership roles, improving market analysis skills, and more. With expert coaching, you’ll refine your sales & trading skills and make a lasting impact in the industry. Some of the common coaching activities included in this package are, but are not limited to: - Enhancing Your Personal Brand – Develop a compelling personal narrative that highlights your sales & trading achievements and strengths. - Advancing Trading-Specific Skills – Strengthen your expertise in market analysis, risk management, and trading strategies. - Mastering Stakeholder Communication – Develop skills to effectively communicate market insights, build consensus, and align teams around trading goals. - Strategic Networking Guidance – Learn strategies to expand your professional network within the sales & trading community and create valuable connections. - Navigating Career Growth – Receive personalized guidance on securing promotions, transitioning to leadership roles, and maximizing your influence in your organization. This coaching package is ideal for sales & trading professionals seeking to elevate their careers and position themselves for long-term success.


What you'll get from this package

Strengthen your personal brand by highlighting your unique skills, experiences, and accomplishments to stand out in your field

Expand your professional network by building meaningful connections to uncover opportunities and accelerate career growth

Position yourself for growth by gaining clarity on how to achieve promotions, transition into leadership roles, and excel in your career

Enhance communication skills to convey ideas clearly and collaborate effectively with diverse stakeholders

Confidently tackle challenges by building strategies to approach complex problems and navigate critical decisions with confidence


Additional details

Coaching delivered via live sessions and .

Refund Policy

Services included:

Skill Building

Trading Execution

Financial Modeling

Promotion Strategy

Risk Management

Sales & Trading Strategy

Networking Strategy

Market Analysis

Salary Negotiation


Ryan T.

Offered by Ryan T.

Joined February 2025

5.0

Break into Finance | Former Wells Fargo Banker | Berkeley MBA

Welcome to my profile! With a robust background in finance and investment banking, I bring a wealth of experience to help you break into capital markets and trading. As a former Healthcare Investment Banker at Wells Fargo Securities, I managed a team and executed over $10 billion in deals, giving me firsthand insight into what it takes to succeed in this competitive field. I also served as a Finance Instructor at UC Berkeley, teaching over 300 undergraduates about equities, fixed income, and capital markets. Currently, I train new hires in investment banking and financial modeling at Training The Street. Whether you're looking to refine your skills or navigate the recruitment process, I'm here to guide you every step of the way. Let's connect and chart your path to success!

Coaches professionally

Experience level: Manager

30+ people coached for Capital Markets & Trading

Starting at $2,331

10h+ of coaching

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