Work with Dale

Land a Top Banking Offer: Start-to-Finish
Starting at
$3,591

Land Top Banking Interviews
Starting at
$1,895.25

Nail the Banking Interviews
Starting at
$1,895.25
About
Customer favorite
In the top 10% of Investment Banking experts on Leland
Hi! I'm Jonathan. I'm originally from the Riverdale section of the Bronx in New York City. I attended SUNY Binghamton for undergrad, and then spent two years in the M&A and Restructuring Investment Banking Analyst Program at Moelis & Company. After Moelis, I joined American Securities, a private equity firm based in New York. After spending three years on the Investment Team at AS, my fiance and I moved to Boston as I pursue my MBA at the Harvard Business School When not coaching, I love watching sports, playing basketball, going on bike rides, and exploring Boston.
Dale also coaches for Private Equity, MBA, and Equity Research. View all.
Dale’s Investment Banking Qualifications
Coaches professionally
Experience level: Analyst
90+ Investment Banking clients
Dale has helped clients get into these companies:
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.
Dale can help with:
Behavioral Interview Prep
Networking Strategy
Resume Review
Technical Interview Prep
Why do I coach?
I've found coaching and mentoring to be the most rewarding part of my professional career. When I was applying to HBS, Stanford GSB, and Wharton for business school, my essays for each school focused on the guidance I received from some truly special mentors, and how I try to pay that forward each day. I'm certain that was what got me in everywhere I applied. I look forward to helping you achieve your career goals.
Work Experience

Associate / Senior Associate
American Securities
July 2021 - July 2024

Investment Banking - Analyst
Moelis & Company
July 2019 - June 2021
Hiring Manager
M&A and Restructuring
Education
Harvard Business School
MBA
2024 - 2026
State University of New York at Binghamton
BS in Finance, minor in Economics
2015 - 2019
5.0 average review
70 reviews
Overall rating
Dale has helped clients get into these companies:
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