Investment Banking Coaches, Events, and Resources

I am qualified to coach in investment banking because I combine hands-on experience across investment banking–adjacent roles with a deep understanding of how banks function as integrated organizations. Over the course of my career, I have worked across core finance areas including investment banking and wealth management, which has given me a clear view of how different divisions, coverage, product teams, markets, research, and client-facing roles, interact in practice. This allows me to help candidates understand not just “what investment banking is,” but how each role fits within the broader bank and what profiles truly succeed in each area. In parallel, I have coached and mentored many MiM and MBA candidates navigating highly structured investment banking recruiting processes. I help clients clarify role fit across divisions, position their background strategically, and prepare effectively for technical and behavioral interviews. My coaching emphasizes structure, realism, and execution, helping candidates make informed choices about where to apply, avoid common misalignment mistakes, and approach investment banking recruiting with clarity and confidence.

I bring a deep understanding of the investment banking recruiting process, shaped by my personal experiences recruiting for an IB intership as well as the numerous students I've advised through recruiting. At Indiana University, I’ve completed advanced coursework in corporate finance and accounting and successfully worked through Indiana University’s selective 16-week investment banking placement process, gaining access to the school’s IB network. Along the way, I recruited extensively for restructuring as well as M&A roles, securing an offer at BMO Capital Markets in New York City. Last summer, I interned in the Technology & Business Services group at BMO, where I supported transactions across education technology, legal technology, AI transformation, media, and fintech. That experience gave me hands-on exposure to valuation, diligence, and deal execution, ultimately leading to a full-time return offer, which I’ve accepted. What matters most to me, though, is helping others through the same process with greater clarity and confidence. Recruiting can be overwhelming, and I understand how high the stakes can feel. Through my own journey, I’ve developed a strong grasp of technical concepts, interview strategy, and behavioral storytelling, and I now focus on translating that knowledge into thoughtful curriculum based supportive coaching. My goal is to help candidates not only memorize the answers, but understand how to present themselves authentically and effectively.

I bring a decade of hands-on investment banking experience advising founders, boards, and management teams through complex, high-stakes M&A and capital-raising transactions. As a Director at a middle-market investment bank, I’ve led and executed sell-side and buy-side processes across industrials, infrastructure, business services, and specialty manufacturing - working directly with CEOs, private equity sponsors, family offices, and strategic buyers. I’m deeply involved in every aspect of a deal, from shaping the equity story and building institutional-grade financial models to managing diligence, negotiating key terms, and navigating real-world process dynamics under tight timelines. What sets me apart as a coach is that my guidance is practical, current, and battle-tested. I don’t teach theory in a vacuum - I help clients think like bankers, anticipate investor questions, avoid common pitfalls, and develop the judgment that actually drives outcomes. Whether you’re breaking into investment banking, leveling up from analyst to associate, or preparing for senior-level responsibility, I focus on sharpening technical skills, communication, and process management in a way that reflects how deals truly get done.

Given how expedited the recruiting process has become for college sophomores, a coach who recruited recently and understands the rapidly evolving process is a necessity. My preparation to land an investment banking seat started in high school, and I didn’t lose steam until I signed my offer in February, 2025. In addition to signing for Houlihan Lokey’s Restructuring Group, I received multiple offers from elite boutique, bulge bracket, and middle market firms.

Welcome to my profile! As an Incoming Investment Banking Summer Analyst at William Blair, I bring firsthand industry insights and practical knowledge of what it takes to break into investment banking. I’ve secured competitive roles at top firms like J.P. Morgan, Resurgens Tech Partners, and more, and have interviewed with numerous leading investment banks—giving me a comprehensive understanding of the recruiting process. With a strong academic foundation in Finance and Management Information Systems from the Terry College of Business, I have successfully guided 62 individuals in landing investment banking opportunities. My leadership roles, including President of the Black Business Student Association and Head of Recruitment for the Corsair Society, have further sharpened my ability to mentor and support aspiring professionals. Whether you need help with resume building, interview preparation, technical concepts, or networking strategies, I’m here to provide personalized guidance and proven strategies to help you stand out. Let’s connect and craft a plan to achieve your career goals in investment banking!

Welcome to my profile! With extensive experience in the investment banking sector, including roles at Goldman Sachs and Credit Suisse, I bring a wealth of knowledge to my coaching practice. My focus has been on TMT coverage, particularly in software and data analytics, which equips me with the insights needed to guide aspiring investment bankers. As a VP of Corporate Development at Instructure, I continue to leverage my expertise in strategic growth and partnerships. I have successfully coached 5 individuals, helping them navigate the competitive landscape of investment banking. If you're looking to break into this field, let's connect and craft a strategy tailored to your success!

Having started out my post-MBA career in investment banking and then transitioning to private equity, I bring a wealth of experience in entering and advancing careers in investment banking and private equity. I began my career in the Financial Management Program at GE and then, after receiving my MBA from HBS, made the leap to Investment Banking as an Associate at Wells Fargo Securities. Following my time in IB, I spent 20 years in private equity at middle-market investment firm, Reynolda Equity Partners, ultimately becoming a Managing Partner, before leaving to invest independently under my 1780 Capital banner. I have a deep understanding of what it takes to succeed at all levels in the competitive world of finance and M&A. I am passionate about helping aspiring investment bankers and finance professionals enter the industry and navigate their career paths.

I successfully broke into investment banking from a non-target school, where I learned firsthand that the traditional recruiting funnel doesn't work for everyone. I’ve navigated the process and can help you build your own playbook for breaking in, just as I did. My biggest value-add is helping you master the networking strategy that will get you in front of more decision-makers. We'll focus on targeted outreach and crafting messages that actually get responses. While I can cover the foundational technical concepts and conduct mock behavioral interviews, my primary focus is on empowering you to build a network and a resume that will be your greatest asset. I've successfully helped several others break into this competitive industry. I'm here to guide you through the critical early stages of networking and resume prep and am flexible on however I can support you throughout the rest of your job search.

Welcome to my profile! As a former Investment Banking Analyst at Bank of America on the Technology Media and Telecom (TMT) desk, I bring firsthand experience from the heart of the finance industry. With a Master's in Applied Economics from Cornell and a Summa Cum Laude degree in Finance from Virginia Tech, I have the academic and professional background to guide you through the competitive landscape of investment banking. I founded IB MASON to help aspiring finance professionals break into the industry and achieve a 100% pass rate on the Series 79 exam. My coaching is personalized and results-driven, offering comprehensive career development mentoring, interview preparation, and expert tutoring. I've successfully coached dozens of individuals, helping them secure positions at top financial firms and pass their Series 79, 63, and SIE. Let's connect to discuss how I can help you achieve your career goals! What you get working with me: ➣ 2025 Question Bank — Access to the actual questions being asked in top bulge bracket and boutique interviews ➣Tailored support across M&A, Coverage, and Capital Markets (ECM/DCM/LevFin) recruitment processes ➣Resume + cover letter rebuild — Optimize to the format banks want to see ➣ Step-by-step networking strategy and LinkedIn cold outreach coaching ➣ Behavioral Mastery — Crafting your story, "Why Investment Banking" and "Why this Bank" ➣ Technical Mastery — Simple explanations and teaching of the concepts banks want you to know ➣ Expert Insight into what to expect on Superdays, first-rounds, and Hirevues ➣ Excel modeling prep — Building a three-statement model & DCF from scratch ➣ Mentorship and a career partner who's been through the process that is dedicated to helping you secure a six-figure role ➣ 24/7 on-demand support to ensure you land a top job offer

I'm a former Goldman Sachs investment banker and private equity Vice President with experience evaluating and executing complex transactions. I help candidates prepare for investment banking interviews by building strong fundamentals, clear thinking, and confidence under pressure.