As an incoming Summer IB Analyst at Bank of America, I bring a wealth of knowledge and experience in the investment banking industry. In addition to getting an offer from Bank of America I received 5+ superday invites from bulge-bracket firms including Morgan Stanley, Citibank, RBC, Wells Fargo, Piper Sandler and more. Additionally, I have had the privilege of interning at top firms like VMG Partners and Sixth Street, where I gained valuable insights into private equity and finance. With my hands-on experience and dedication to helping others succeed, I am confident in my ability to guide aspiring investment bankers towards achieving their career goals. Don't hesitate to reach out and let's work together to unlock your full potential in the investment banking industry!

I have coached tons of people and have interviewed lots of people. I am school captain for Harvard and MIT recruiting at Morgan Stanley’s Technology IBD group. I am an excellent story teller and can help you prep your pitch and for behavioral questions. I also came into banking with no finance background so can help you really break down the technicals. After working at Bridgewater Associates, I managed to secure offers from Morgan Stanley’s Tech Investment Banking group and Goldman Sach’s TMT group in SF. I am kind and understanding but also honest with my feedback. I can help you put your best foot forward with banking recruiting.

I have extensive experience in the finance industry, including roles as a Private Equity Associate at Veritas Capital and an Investment Banking Associate & Analyst at Bank of America Merrill Lynch and MTS Health Partners. I have extensive experience guiding candidates through the private equity and investment banking recruiting processes. Whether you're preparing for interviews or seeking general career advice, I'm happy to help.

I have recruited for both investment banking and undergraduate private equity summer roles, starting my recruiting journey at community college while transferring and navigating the challenges of being an asylee without permanent status. I understand the difficulties of recruiting with a GPA of 3.33, limited industry knowledge, being a diversity candidate, feeling uncertain about how to stand out, and dealing with others' uncertainty about you. I am pleased with being able to land a 2025 Summer Analyst role at Barclays NY. Currently, I am a current student at BYU, majoring in Finance with a minor in Computer Science. My focus is not solely on helping you find your ideal career path, but on identifying the firm that aligns with your values, aptitude, and skills, where you will thrive and shine. I encourage you to think long-term about your goals and guide you in recognizing how to achieve them by understanding the different options and their associated risks and rewards. If you're unsure whether I'm the right fit for you, schedule a free introductory call, and let's chat about figuring this out.

With a robust background in investment banking, I have successfully navigated the competitive recruiting landscape to secure positions at top-tier firms like Lazard Freres & Co. and later transitioned to a senior corporate development role at a leading PPM roll-up, where I shape 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 investment banking. My hands-on experience and deep understanding of what top firms are looking for will guide you through every 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 investment banking.

I have a proven track record of helping 60+ clients and mentees achieve their career goals. I bring a wealth of experience and a deep understanding of what it takes for you to succeed. My journey from a non-core school to a top-tier investment bank helps me understand exactly the stresses you are facing, and what steps are needed for you to get the offers you're aiming for. Graduating from SUNY Binghamton, I navigated the uphill battle to secure my spot at Moelis & Company. After securing my Moelis offer, I led our school's Finance Society and ran the "Investment Banking Bootcamp." Working with students just like you, this initiative has successfully established Binghamton to Wall Street pipeline, with over two dozen students annually landing front office finance roles. My experience in building and leading this program means I can design effective training and networking strategies specifically for you. At Moelis, I led the New York office's recruiting efforts, gaining firsthand knowledge of what top firms look for in candidates. By working with me, you will benefit from my expertise in identifying, screening and interviewing hundreds of candidates, ensuring you are well-prepared for the most rigorous of investment banking interviews. With my guidance, you will gain a competitive edge through tailored interview prep, strategic networking advice, and insider knowledge of the investment banking recruitment process. I am committed to helping you achieve your career goals and navigate an incredibly stressful time for you with confidence.

As a former Executive Director at Barclays and BMO with over 12 years of experience in investment banking (M&A), I bring a deep understanding of the industry. I specialize in coaching students and professionals to secure internships and full-time positions at top-tier investment banks. My coaching encompasses comprehensive guidance on the application process, mastering both behavioral and technical interview questions, and conducting intensive mock interviews. With an Oxford degree and over a decade of coaching experience, I have successfully helped over 50 individuals land their dream jobs in investment banking. Whether you're a novice or have limited exposure to finance, I provide a safe and supportive environment to equip you with the skills and confidence needed to excel.

Over the past five years I've mentored ~250 aspiring finance professionals in landing their dream job in banking and private equity. Working at an elite banking boutique and in tech private equity, I've helped lead student recruiting and learned what banks and PE firms are looking for. I can help you with every step in landing your dream IB / PE job. Behavioral: 1. Detailed "banking" resume review to help you stand out 2. LinkedIn auditing to make sure your first point of contact is glowing 3. Crafting a strategy for your banking story 4. Nailing "Why banking?" and other key behavioral questions 5. Guidance on selecting and negotiating offers Technical: 1. Reviewing technical key concepts bankers love to ask about 2. Technical mock interviews harder than anything you'll face in an interview 3. Paper LBO and 3-statement modeling Networking: 1. Establishing a personalized networking strategy 2. Holding accountability for outreach 3. World-class email templates and trackers to keep you organized

I graduated with a non-traditional finance degree (hotel administration) but successfully transitioned to investment banking, ultimately ranking top and heavily involved in recruiting for summer interns at Moelis. I have experience of working with 40+ clients and mentees; I'm confident that I can help you land an offer through customized interview prep. Coaching sessions with me will come with complementary documents and guides that will help you with both qualitative and quantitative questions that will be asked during your investment banking interviews.

As a former investment banking analyst, I broke into the industry from a non-traditional background. With the support of a strong community, I was able to navigate the process, and now I’m committed to helping others do the same. Although I am no longer in IB, I can provide an unfiltered review of investment bankers, their roles, and the experience of analysts and associates. I’m here to help you be as prepared as possible to succeed in the competitive investment banking process. I’ve mentored over 50 aspiring professionals looking to land roles in investment banking. I want to help you secure interviews, get offers, and succeed on the job. Behavioral: 1. Detailed resume review 2. Networking and application process 3. Crafting a compelling personal story for interviews 4. Perfecting answers to "Why banking?" and other key behavioral questions 5. Guidance on selecting and negotiating offers Technical: 1. Reviewing key technical concepts you need to know as a banker 2. Conducting technical mock interviews to help you breeze through your actual interviews 3. Modeling concepts and fundamentals Securing an internship offer is a huge accomplishment, but now you also need to make sure you stand out and securing a full-time offer - that's what all of the interview prep is for! I was fortunate to have a strong support system that helped me succeed in my internship, without it I'm not sure I would have gone back full-time. I want to make sure others are ready to go once they hit the desk. Post-Internship Offer Support: 1. Strategies to differentiate yourself and show initiative among your cohort 2. Practical Workflows: Effective time management and organization techniques to excel during your internship 3. Key practices to ensure you maintain a high level of professionalism throughout your time in banking. 4. Understanding the nuances of IB culture—what to expect, how to react, and how to conduct yourself to make a lasting impression