Hi! Hope you're doing well. My name is Kyle, and I'm currently an associate at a megafund in private equity, having worked as a full-time analyst on the technology investment banking team at Morgan Stanley for two years, and having graduated from Stanford with a degree in Economics and Computer Science. I love serving as a finance coach because of the chance for me to pay it forward, given the mentorship I received from others during my recruiting journey despite being low-income, and helping my students successfully land their dream jobs at top firms. I specialize across investment banking, private equity, and asset management, with services ranging from interview case prep to financial modeling and analysis and much more. I faced a lot of challenges during my recruiting journey, and failed during interviews at 20+ firms, which fortunately has equipped me with a wealth of recruiting insights and experience. What differentiates me as a coach is my understanding of the sector landscape (ie. MM vs. UMM vs. MF funds in PE or boutique firms in IB), knowing what the interviewers will ask and what they want to hear, as well as the wealth of practice resources and materials I have for students.

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 was an Investment Banking Associate at Goldman Sachs for four years (2018-2022), where I worked in both capital markets and the Consumer & Retail group. I am happy to help with resume reviews, technical skills and interview prep, as well as providing general advice on careers in the industry and how best to strategize the recruiting process. Whether you’re just starting out or preparing for specific roles, I’m here to offer personalized insights and strategies to support your career journey. Feel free to reach out to discuss how I can support you!

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!

I worked for two years at Morgan Stanley in the Tech Banking Group in NYC under Jeff Hoffmeister and Michael Grimes. I worked on a number of IPO and M&A opportunities and made a successful jump to a VC / GE job in NYC investing in Series A/B Tech companies

Seasoned investment professional with proven success in top-tier firms, having networked from a non-target university into Goldman Sachs' TMT group and Warburg Pincus' technology private equity team. Extensive experience preparing for and excelling in technical interviews and modeling tests across multiple roles. Demonstrated leadership and mentorship abilities through spearheading training programs at both Goldman Sachs and Warburg Pincus. Leverages deep industry knowledge, technical expertise, and a track record of high performance to provide valuable guidance to aspiring finance professionals. Well-equipped to coach students on navigating the competitive recruitment landscape and developing essential skills for success in private equity and 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.

I spent six years at Goldman Sachs prior to attending Stanford Business School. I worked in Investment Banking for three years (covering healthcare, consumer, technology, and industrial companies). I worked on buy-side and sell-side M&A transactions, capital raising via debt and equity markets, and corporate restructurings. I then transitioned from IBD into the Executive Office, where I worked in the Corporate Strategy group. While in the Corporate Strategy group, I worked on M&A transactions on behalf of GS, consulted with revenue divisions on how to improve growth and operations, and helped start an incubator that operated as an internal venture fund.

Are you striving to break into investment banking 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.

Based on my experience in private equity and investment banking at top-tier firms such as Warburg Pincus and J.P. Morgan, I'm highly qualified to coach individuals on investment banking recruiting. In addition to technical expertise, my experience in mentoring and coaching others has also equipped me with the skills to guide aspiring investment banking professionals through the recruiting process. My ability to communicate complex financial concepts in a clear and concise manner, as well as my strong network within the industry, can be invaluable in helping individuals navigate the often-challenging landscape of investment banking recruiting. With my guidance and support, aspiring investment banking professionals can develop the skills and knowledge they need to succeed in this highly competitive industry.