default image
Investment Banking Vice President
Investment Banking Vice President
Excellent
5
33Sessions
Member since 2019
  • San Francisco
About the mentor
  • Graduated with a B.S. in Business Administration
  • Began career as a summer and then full-time analyst at J.P. Morgan in Asset Management.
  • Broke into investment banking by joining a tech-focused boutique
  • 6+ years of experience in Tech investment banking, with an emphasis on software, M&A and cross-border situations
  • Recruited to join as a senior associate in the Tech M&A group, focused on the execution of complex sell-side M&A, buy-side M&A, carve-outs and activism defense.
Expertise
  • Asset Management

Reviews for this mentor

He is an extremely knowledgeable and helpful mentor. I learned a lot about TMT from him, including the business models of tech companies and how their income statement looks like. He helped me refine my behavioral stories and enhance my technicals (especially how these technicals are applied in the TMT group). He is really thoughtful and is always there whenever I need help. I really appreciate all the help and support he gave me, and I strongly recommend him to anyone who wants to get into investment banking.

He was a great mentor; I think the most important thing to note about him is that if you're a non traditional candidate, he understands the grind that finding a job in IB can be because he went through it himself and grinded it out. He took the unconventional route and started at a small shop and worked his way up to where he is now at J.P. Morgan. Its refreshing to know that there are people like him who didn't have the typical easy route and still managed to get to a place most of us would dream of. His advice was actionable and on point and he made sure to assure me that it was a long game and there is no shame in starting small.

I have now received the final draft of my resume from my reviewer. He did a wonderful job taking my science background and tailoring it to an investment banking. I did not expect to have as much related material as I ended up with and am confident that my resume will not be what holds me back from employment. I would like to thank him and Wall Street Oasis for providing me such a good service.

He is very professional and did a good job.

Join WSO as Mentor
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

How It Works

All of our mentors are actual professionals. You can be sure that we will match you with an expert in your target industry and that they have gone through strict WSO training to ensure a smooth experience.

Frequently Asked Questions

Can’t find an answer? Please send an email to [email protected]

person
person

Get direct access to our best mentors as part of WSO Academy

12 week program to dramatically improve your odds of landing a high finance job offer