Lee B.

Lee B.

5.0

Unlock Success in Investment Banking - Recruit, Network, Intern!

Studied at UNC Kenan-Flagler Business School

Works at Redocs

Available tomorrow at 12:00 PM UTC

Usually responds within 5 hours

I'm taking on 2 or 3 clients at a time. I may have more flexibility on session timing - just ask!

Protected by the Leland Experience Guarantee

Available tomorrow at 12:00 PM UTC

Usually responds within 5 hours

I'm taking on 2 or 3 clients at a time. I may have more flexibility on session timing - just ask!

Questions? Start chatting with this coach before you get started.

Lee's Investment Banking Qualifications

Experience level: Intern

10+ people coached for Investment Banking

Open to working with clients outside the U.S.

Lee has helped clients get into these companies:

Entering the competitive world of investment banking requires more than just academic achievements—it requires strategic planning, adept networking, and targeted action. As someone who secured 2 bulge bracket internship offers, attended multiple super days with both bulge bracket and elite boutique firms, and received full-time investment banking offers, I understand the ins and outs of this intensive process. Beyond my personal achievements, I served as the Head of the Investment Banking Group in UNC's Finance Society, where I reviewed resumes and coached dozens of students on how to break into banking. Whether it's crafting an impressive resume, acing behavioral interviews, or mastering the art of networking, I will provide you with the tailored strategies that helped me and countless others succeed. Let's together navigate the demanding path toward a successful career in investment banking. I'm here to equip you with the tools, strategies, and confidence you need to stand out in this dynamic field.

Lee can help with:

LinkedIn Review

Resume Review

Networking Strategy

Behavioral Interview Prep

Lee also coaches for Career Development, Business Strategy & Operations, Sales Strategy & Operations, Sales, and College. View all.

About Lee

Navigating my journey, I've gained invaluable insights into what it takes to stand out and succeed. My career path, rich with challenges and triumphs, has sharpened my ability to strategize, lead, and coach others on their paths to success. As someone who's been in your shoes, I understand the hurdles of landing that coveted internship or job and the drive to excel in your career. Now, I'm passionate about helping others navigate their journey. Let's work together to unlock your potential and achieve your goals.

Why do I coach?

My journey of overcoming family and career challenges and a significant weight loss transformation has shaped my belief in the transformative power of coaching. Guided by psychologists, mentors, and scientific research, I mastered strategies to become the best version of myself, fostering the will to succeed and the courage to overcome any obstacle. Just as I unlocked my potential and maintained my wellness, my passion now lies in helping others realize and unleash their own strengths. I believe everyone has an extraordinary capacity to grow, succeed, and impact the world - coaching is my way to facilitate that transformative journey.

Work Experience

Chief Operating Officer

Redocs

February 2024 - Present

As COO at Redocs, I lead a dynamic team building innovative compliance solutions for building operators, drawing on my journey through property and climate technology startups. As a trusted advisor, we help building owners, managers, co-ops, and condos across the country in matters of compliance, regulations, and building operations.

Head of Growth Operations (Director)

Logical Buildings

February 2022 - July 2023

In my role, I spearheaded a department launch, effectively scaling business operations and fostering professional development, a testament to my hands-on leadership and strategic vision within the climate tech landscape.

Associate Vice President

Bowery Valuation

July 2017 - February 2022

At Bowery Valuation, I played a significant role in expanding the firm and improving its business operations, while also creating impactful training programs. My experiences here cultivated my ability to guide others in their professional growth, blending my operational knowledge and innate passion for coaching.

Investment Banking Summer Analyst

Barclays

June 2015 - August 2016

As a former 2x intern at Barclays, I successfully navigated the competitive world of investment banking, securing super days and offers at multiple bulge bracket and elite boutique firms. I am eager to share my experience and insights to assist students looking to break into competitive fields like banking and secure their own successful internships.

Lee was also given offers to work at

Bank of America

Education

UNC Kenan-Flagler Business School

Bachelors of Business Administration, Corporate Finance

2013 - 2017

My academic journey was enriched by serving as a Senior Associate on the Kenan-Flagler Private Equity Fund and as a Teaching Assistant for the M&A MBA course. As a TA, I discovered my natural inclination towards mentoring, fostering learning, and inspiring peers to achieve their potential. This passion for coaching, coupled with my finance and leadership skills, formed the foundation of my success in driving growth in the tech startup sphere.

Lee was also personally admitted to