Welcome to my profile! With a robust background in finance and investment banking, I bring a wealth of experience to help you break into the competitive field of equity research. As a former High Yield Credit Research Analyst at Franklin Templeton, I worked closely with the Director of Research and led recruiting efforts at UC Berkeley, giving me deep insights into what top firms are looking for in candidates. Additionally, my role as a Finance Instructor at UC Berkeley, where I taught over 300 undergraduates, has honed my ability to convey complex financial concepts clearly and effectively. Whether you're looking to refine your technical skills or navigate the recruitment process, I'm here to guide you every step of the way. Let's connect and craft a strategy to achieve your career goals in equity research!

Welcome! With a strong foundation in economics from the University of Michigan complimented by a business minor from Michigan's Ross School of Business, I have honed my expertise in capital markets and financial analysis. As an Equity Research Associate at Wolfe Research, I specialize in TMT, specifically the Global Internet sector. My previous experience as a Capital Markets Analyst at Berenberg Capital Markets further solidified my skills in financial markets while broadening the depth of my knowledge across multiple sectors and ECM transactions. I am passionate about helping aspiring professionals break into this highly competitive field and growing of equity research. I will work collaboratively with you to curate a tailored strategy that will differentiate you as an expert in your career journey. Please reach out to take the first step on your path to success.

I spent 3.5 years at HOLT's Credit Suisse equity research team where I started as an analyst and eventually, associate. I was a hiring manager for the last 2 years for the US Sector Specialist team and recruited, interviewed, and hired ~8, 6 month co-ops per year.

Welcome to my profile! I graduated in Economics from the University of Cambridge, I bring a strong academic foundation to my coaching. I work as an Equity Analyst at Point72 and previously at Goldman Sachs, specializing in the Industrials and Energy sectors. Over the years, I've successfully coached individuals for competitive university admissions, junior banking and asset management roles, helping them navigate competitive application processes. Whether you're looking to refine your application strategy or master the nuances of the industry, I'm here to guide you.

I landed my first role after PhD in equity research as a PhD/MD fellow at Goldman Sachs. I progressed quickly from Fellow, to Analyst, and finally Associate in the Global Investment Research department within the first 14 months. I love working together with individuals looking to break into equity research to find your edge and maximize your chances of landing your next role.

Welcome to my profile! With a strong foundation in finance from CUNY Baruch College and hands-on experience as an Equity Research Associate at Jefferies, I am well-equipped to guide you through the intricacies of breaking into the equity research field. My time at J.P. Morgan, where I worked with hedge funds and private credit, has honed my analytical and presentation skills, which I now leverage to help aspiring professionals excel in their careers. Whether you're looking to master financial modeling, enhance your presentation skills, or navigate the recruitment process, I'm here to provide personalized coaching tailored to your needs. Let's connect and chart a path to your success in equity research!

Welcome to my profile! With over 15 years of experience in the finance industry, including roles at Goldman Sachs, Merrill Lynch and Morgan Stanley, I have a deep understanding of equity research, asset management and investment strategies. As a former Vice President at Goldman Sachs Asset Management, I was responsible for generating investment recommendations across various sectors and consistently ranked #1 in performance attribution. I also have experience as an Assistant Vice President at Merrill Lynch, where I covered industries such as restaurants, leisure, and airlines. I also currently teach women how to invest in the stock market. With my expertise, I can help you navigate the complexities of getting a job on Wall Street in these areas and/or provide education for you to start to invest your own money. Reach out to me today to start achieving your financial goals!

Welcome to my profile! With over five years of experience as a US Equity Associate Analyst at T. Rowe Price, I have honed my skills in fundamental equity research, financial modeling, and industry analysis, particularly in the Technology, Media, & Entertainment sectors. My journey began with an internship at T. Rowe Price, which led to a full-time role where I supported senior analysts and portfolio managers. I also gained valuable insights into quantitative investing during my time at BlackRock, and these skills have been integrated into my investment process. I am passionate about mentoring aspiring equity researchers and helping them navigate the complexities of the industry. If you're looking to break into equity research or enhance your skills, feel free to reach out for personalized guidance and support!

Are you striving to break into equity research from a non-target or semi-target school? I’ve been in your shoes and successfully navigated the path to securing two IB internships and a full-time role at a private equity megafund. During my internships at Bank of America’s REGL Group, I gained hands-on experience with equity and debt capital raises, M&A, and IPOs, while developing deep insights into REITs and the cruise industry. Completing two capstone projects during my sophomore and junior summers enabled me to master execution at the desk and understand what it takes to deliver high-quality work from start to finish. Alongside advancing my own career, I’ve committed to mentoring students, helping them overcome barriers to breaking into Wall Street. Let me help you stand out and achieve your career goals with personalized guidance and actionable strategies.

Sales & Trading professional at Morgan Stanley with expertise on both the long and short sides of the market. Over three years, I managed relationships with 60+ global hedge funds, developed innovative cross-selling strategies, and wrote research that earned top rankings in hedge fund broker votes. Beyond my professional achievements, I'm passionate about mentorship—I served as a mentor for the summer internship program and have successfully coached two Brown University alumni into roles at Morgan Stanley. I offer comprehensive career coaching services including resume optimization, interview preparation, and career transition guidance, with the ability to provide support in English, Spanish, and Portuguese.