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

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.

Welcome to my profile! As an MBA candidate at Harvard Business School, I worked as an Investment Banking Analyst at Moelis & Company, specializing in M&A and restructuring. I was involved in summer analyst and full-time analyst recruiting processes - will be very helpful with your recruiting process with preparation in both technical and behavioral questions.

Having successfully recruited for two investment banks, Evercore and Piper Sandler's energy division (formerly Simmons & Company Intl.), I've picked up a thing or two as to what makes a successful candidate. I've synthesized my experiences and institutional knowledge into a digestible, proven program that ensures applicants are prepared, polished, and confident by the time they sit down for that first interview. Whether you're trying to break into banking from a non-target school, or just looking for that bit of additional mentoring that could make the difference, I can help you achieve your goals. Optimize your Profile: 1. Resume workshop to ensure you shine on paper 2. LinkedIn profile review to best highlight your strengths so you stand out 3. Mock interview focused on you resume to help you speak clearly to all your experiences Networking: 1. Build a personalized networking plan 2. Guidance for coffee chats and informational calls 3. Templates for email/LinkedIn intros and cover letters 4. Support and accountability as you execute on you networking plan Behavioral: 1. Craft 'Your Story' which will answer the 'why banking?' question 2. Custom behavioral interview guide to help you focus on nailing the most important questions 3. Mock interviews to ensure answers are crisp and succinct Technical: 1. Review of technical question guides often referenced by interviewers 2. Mock interviews to develop mastery of commonly asked questions and key concepts 3. 3-statement and LBO modeling practice 4. Intangible coaching on how to remain composed during these high-stress situations

I have significant experience recruiting for jobs in finance, including both summer analyst and analyst roles in IB and private equity/hedge fund associate roles. I also served as an interviewer and mentor for junior employees during my time in banking, so I am well-positioned to help current students or people in other roles make the transition. I am excited to help and can assist with anything throughout the process, from resume review and networking to case studies, final round interviews, and deciding between offers. Feel free to reach out and looking forward to getting in touch!

As someone who has successfully navigated the highly competitive investment banking recruitment process and secured multiple internship and full-time offers, I have developed a deep understanding of what it takes to succeed in this field. Through my experience, I have gained a comprehensive understanding of the key components of the recruitment process, including crafting a standout resume and cover letter, networking effectively, and acing interviews. In addition to my personal experience, I have also helped numerous undergraduates secure investment banking internships and full-time offers through coaching and mentorship. I have a strong track record of guiding students through the recruitment process, providing tailored feedback on their resumes and cover letters, conducting mock interviews, and sharing insights on how to stand out in a competitive field. With my combination of personal experience and success, along with my ability to help others achieve their goals, I am confident in my ability to provide valuable coaching and support to those looking to pursue a career in investment banking.

interviewed with and secured investment banking offers from six different banks, including both bulge bracket and prominent boutique firms, before starting my role as an analyst at Deutsche Bank. Following a year at Deutsche Bank, I transitioned to J.P. Morgan, where I dedicated four years to the M&A team, where I assessed numerous internship and full-time analyst and associate applications.

My involvement with the investment banking industry began in 2018 when I secured three coveted early investment banking offers from top investment banks (e.g., J.P. Morgan, Barclays) before even stepping foot on campus for my MBA. I also landed multiple fellowships, such as the J.P. Morgan Early Advantage Fellowship, that translate into six-figure bonuses in addition to standard signing bonuses. For the last 3 recruiting cycles, I've leveraged my know-how to help a variety of applicants land investment banking and fellowships offers. At J.P. Morgan, I cover the technology sector in the investment bank and have served as a Harvard and UChicago School Captain for campus recruiting. In the Captain role, I have been heavily involved with interviewing at the firm and have a strong understanding of what it takes to build a compelling profile to land a top investment banking offer. My experience as a coach at the boutique MBA consulting firm Ivy Advisors and SEO Career has further honed my skills in mentorship and coaching. I have helped hundreds of clients achieve their educational and professional goals. I am especially helpful to investment banking applicants who are looking to: ◉ perfect their "why investment banking" story ◉ refine their technical interview skills ◉ land a spot on a coveted technology coverage group ◉ recruit for West Coast opportunities ◉ transition from a different industry ◉ develop a pitch for why they find a company or deal interesting and what the value proposition is there ◉ leverage their unique BIPOC and/or international lived experience ◉ compete for fellowships that provide significant payouts for summer and full-time joiners - especially for women, BIPOC, veterans, and LGBTQIA+ candidates

I not only have first hand experience in networking, interviewing and securing a role at a top-tier investment bank, I also have a wealth of experience in coaching and mentoring others to do the same. As a finance student at BYU, I quickly realized that starting my career in investment banking would be the best route for me in order to achieve where I wanted to go in my career long-term. After multiple networking trips, info sessions and endless hours of interview prep I was able to secure a summer internship and subsequently a full-time role with Goldman Sachs in their TMT group in San Francisco. During my senior year, in between my internship and starting full time, I served as the Co-President of the Investment Banking Club at BYU - an organization solely dedicated to preparing students to land jobs on Wall Street. As part of that I reviewed countless resumes, organized networking trips, ran mock interviews and helped guide students in any way that I could. Since working in investment banking and then private equity, I have continued to try and find opportunities to help students forge their own path into investment banking and beyond.

Welcome to my profile! I'm an experienced investment professional with a strong background in investment banking and private equity. I've worked at top firms such as Credit Suisse and Samara Capital, where I was involved in multiple high-value deals. I also have experience in technology investments and have recently joined Empros Capital as a Principal. With my MBA from Columbia Business School and BA from Wesleyan University, I bring a unique blend of academic knowledge and practical expertise to my coaching. I have a deep understanding of the investment banking industry and can provide valuable insights and guidance to help you succeed in your career. Let's connect and discuss how I can support you in reaching your goals in investment banking.